case study as tool

Case Study Analysis Maker

Efficiently generate your case study analysis with the originality.ai case study analysis maker. it is a simple, user-friendly, and easy-to-use tool..

Creating a case study can be difficult and time-consuming, especially if you’re new to writing them. Try using the Originality.ai Case Study Analysis Maker to write a comprehensive and structured case study analysis for your projects.

What Is a Case Study?

A case study is an in-depth and detailed examination of a particular case within a real-world context. Case studies could involve an analysis of a situation, event, or even a user experience review. 

Typically, case studies illustrate research findings, whether from a first-person product review or a deep dive into a particular event.

Example : A researcher could analyze how older adults respond to the Gen Z lifestyle. After conducting research, they’d need to analyze it and draft a case study analysis to present their findings. This is where the Originality.ai Case Study Analysis Maker comes in. 

About the Originality.ai Case Study Analysis Maker

The Originality.ai Case Study Analysis Maker is an advanced AI tool that processes data based on your inputs to generate a text analysis for that particular case study. 

By including your research in the text box or uploading a file, the tool allows you to build on your arguments, theories, and concepts to draft a case study. 

The Originality.ai Case Study Analysis Maker isn’t just a fantastic tool for researchers; it’s also ideal for:

• Academic use (where assignments permit AI) : As a student, you can use the tool for academic research, assignments, and projects to formulate a case study. 
• Business use : You can also use our tool to create business case studies. For example, you might conduct a case study on customer experiences with the product and then publish it to share your findings and grow your customer base.
• Marketing : The case study analysis tool is handy for marketers presenting findings in blog posts as well as for planning successful marketing campaigns that highlight research. 

How to Use the Originality.ai Case Study Analysis Maker

The tool is simple and user-friendly. Follow this quick guide for an overview of how the Originality.ai Case Study Analysis Maker works.

1. Upload a file, paste text, or input a URL

First, upload the file or document that contains your case study research or paste the URL so that our tool can directly parse the link. Additionally, you have the option to copy and paste your text into the text box. 

Consider adding :

• The title or topic of your study
• An overview
• Your case study research
• Conclusion or key findings

Providing the tool with comprehensive information will help it generate a well-arranged result. 

2. Provide the question to address

Next, enter the question(s) that your case study analysis answers. Inputting this question will help the tool produce clear answers about your case study in the generated draft. Click on the box to type your question, or paste it into the box. 

3. Generate your result 

Go ahead and click on the ‘Generate’ button to generate your result. The Originality.ai Case Study Analysis Maker will rapidly generate your results! After you generate a result, copy your case study analysis to your clipboard. 

Benefits of Using the Originality.ai Case Study Analysis Maker

• Time-saving : Save time by using our tool and rapidly turn your research and analysis into a case study draft.
• Professional case study structure: Another awesome benefit of the Case Study Analysis Maker is its ability to create well-structured case studies so you can demonstrate your findings in a professional manner.

The Case Study Analysis Maker makes formulating a case study a breeze. Simply input your case study by file, text, or URL, and you’re good to go! Get started with the Originality.ai Case Study Analysis Maker today!

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Free Online Case Study Maker

Captivate your clients by highlighting your company's solutions, and get valuable insights to improve your business strategy with Venngage's case study templates.

Create a case study report that looks compelling and converts leads without any design experience. Showcase real success stories and challenges that your products and services helped to solve. Join over 40,000 businesses in using Venngage as a marketing solution.

Design from one of our case study templates

Choose from hundreds of case study templates. see all case study templates.

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Create your own case studies to share compelling success stories. Showcase products, strategies, and tactics that had made your clients grow. You don't need any design experience! All of our case study template designs are created in-house by professional designers.

You don't need to be a designer to create a professional-looking case study infographic, or in-depth, multi-page reports. Pick from our library of easy-to-edit case study templates.

Get access to high-quality stock photos and choose from over 40,000+ icons and illustrations to use. Venngage also offers a wide variety of chart and data visualization widgets that you can customize.

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Easily visualize and present complex case study examples with Venngage editor. Use our Smart features to quickly add or remove shapes, lines, and branches with a single click.

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Customize Venngage's Case Study Templates

• Choose your favorite design from the templates library. We have an extended gallery of layouts you can work on. Just organize your qualitative and quantitative data, add customizable graphs, icons and images, set your brand identity, and start creating a comprehensive case study report.
• Use illustrations, icons and photos: Case studies ought to be visually engaging and inviting. That's why Venngage lets you access 40K+ icons and beautiful illustrations, impressive stock photos, and customizable charts and graphs.
• Create branded content without any design help: Branded case studies help your brand really stand out. They're an excellent form of lead generation and branding building. Showcase your expertise and real-life success stories that will win over your readers.

Collaborate with team members and stakeholders in real-time

• Replace online meetings, email threads, chats, or messages by simply clicking "Share" from the editor to send a private link to your peers.
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Download and share your case study design with a click

• Download your document as a PDF or Interactive PDF (to use hyperlinking).
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How do I sign up for Venngage's case study creator?

To start using Venngage's free case study creator, sign up for free using your email, Facebook or Gmail account. Once you create an account you can choose which template to get started with and start editing in the online editor.

How do I write a case study?

The easiest way to write a case study is to get started with a template. This provides you with a pre-set cover page and table of contents; a variety of page layouts to work with; and a picture of how to organize content, add designs and break up text. A case study is not a technical document that needs to be structured in a specific and formal way. You can get creative but focus on making your content clear and easy to understand.

What's an example of a case study?

Case studies, in business and marketing, are stories of success achieved through a product or service. The product can even be a strategy or framework that was pioneered by an industry thought leader. Many brands publish case studies on their website to share how their clients see tremendous value in using their products. The case study essentially chronicles the entire client journey from having a problem, to finding the solution, and the outcome of that solution.

Try Venngage's Case Study Creator today. Sign up for free!

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Business case study, content marketing case study, lead generation business case study, social media case study.

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14 Case Study Examples | Plus Tips & Templates

When you’re looking to buy a new product on Amazon, how do you decide which of the three thousand options to purchase? If you’re anything like me, you head straight to the customer reviews for an honest, unbiased evaluation.

Case studies are basically the 5-star Amazon reviews of your product or service. They help you showcase the great experience that real customers had and help convince prospects to take the leap. 

In this article we’re discussing what all great case studies have in common and looking at a variety of case study examples to see what you can learn from each one.

What All Great Case Studies Include

The famous opening line from Leo Tolstoy’s Anna Karenina says :

“All happy families are alike; each unhappy family is unhappy in its own way.”

We’d argue the same principle holds true for case studies.

All great case studies have a few characteristics in common.

The customer is the hero of the story  

And as such, they’re the focus of the case study. Following this principle helps readers see themselves in a similar situation and prevents you from accidentally portraying the customer as helpless or incompetent. They’re simply an individual or organization with a problem in need of solving. 

They tell a complete story . 

From challenge to long-term results, the story flows logically, making it easy for readers to follow and remain engaged. 

They’re visually appealing . 

Infographics, charts, professional photos, and block quotes help break up the text and make key points memorable. A clean design enhances readability so readers are more likely to make it all the way through your case study. 

They end with a CTA . 

At its core, a case study is a marketing tool. It should include a call-to-action that encourages readers to take the next step so they can experience similar results as the subject of the case study. 

14 Case Study Examples

We’ve rounded up 14 case study examples that drive home the point and help build a case for a product or service. We’ll look at what each one does well and where there is room for improvement, giving you the insight you need to create your own compelling case study. 

Government case studies 

Case study 1: the £10 billion it disaster at the nhs.

Henrico Dolfing is a project manager who partners with executives and corporations to provide guidance in tech-related industries. His case study differs from many others on the list simply because Dolfing isn’t technically the customer or the service provider; he’s a subjective third party looking at what went well and what could have been improved.

The case study looks at the almost decade-long history of the National Program for IT within the NHS. Just from the title, you get a clear idea of where the article is heading. 

Headings and subheadings effectively break the case study into smaller sections, but Dolfing opts not to include any graphics. A lengthy timeline in the first half of the case study offers the perfect opportunity for an infographic . 

Compare a section of the original timeline to what an AI-generated timeline from Piktochart could look like—

Want to create a similar timeline for your case study? Piktochart AI creates quality infographics from any prompt– no design expertise needed. 

Once he’s established his authority as an expert in this field, Dolfing sprinkles the same CTA throughout the case study, encouraging readers to engage with his lead magnet.

By the way– the lead magnet isn’t anything fancy, just a Google Form that asks for an email address and then guides readers through the 27-question assessment. 

Takeaway : There’s nothing wrong with using a simple and straightforward format to connect with an audience just looking for the facts, but visuals may make it easier for them to distill the information.

Case study 2: How the Scottish Police Got £25 Million Back but Lost 3 Years on I6

At over 4,000 words, this lengthy case study from Dolfing looks at another project failure within the government.

This go around, the same timeline format is included to outline the events of the entire project. But a colorful timeline graphic comes before, showcasing the events using a month-by-month breakdown. 

Quotes included in a later review of the program are included within the introduction, expanding upon the background context and demonstrating the lengths Dolfing went to in order to research this event. 

The final sections, titled How Scottish Police Could Have Done Things Differently and Closing Thoughts , allow Dolfing to discuss his own insight into potential changes that could have led to a better outcome and again encourage readers to engage with his lead magnet. 

Takeaway : Use third-party case studies to demonstrate your expertise in your industry or to learn from the failures of others. 

Short case studies

Short case studies are perfect for clients who have a short attention span or limited time they can devote to reading a lengthy case study. 

Case study 3: Intuit continues powering prosperity around the world with the help of Twilio Verify

Powerful metrics set the stage as readers begin this case study, before jumping into a basic description of the client and the solution they utilized. 

The content is broken into a quick intro + three digestible sections. However, the majority of the case study focuses on the challenges that Intuit faced, only describing the solution and outcome in the final section. 

Several metrics describe the results that the customer experienced, using a combination of numerals, percentages, and time-based data to paint a rounded picture of the outcome.

The results described clearly highlight how the solution was a stark contrast to the challenges that Intuit had previously experienced, when:

From taking 2-9 months per country to 3 months for over 200 countries, Twilio becomes an obvious choice for any companies experiencing a similar hurdle. 

This case study is notably light on visuals, counting on the short content being enough to keep readers’ attention. It includes a couple quotes from Intuit’s principal product manager, which describe the company’s challenges but don’t comment about the solution’s effectiveness.

Takeaway: Include a mixture of metrics to emphasize the power of your solution and show readers what they can expect in working with you.

Case study 4: Automation keeps Spotify’s ad business growing year over year.

Crystal clear section headings and a mixture of graphics make this case study especially compelling and engaging. 

Graphics include—

• an intro video
• an icon list of Salesforce products referenced in the case study
• a callout quote from 
• an infographics of results

A lot of case studies will use headings that vaguely reference the product or client. Salesforce helps readers know exactly what they’re reading about by using headings like—

• What you need to know
• Why it matters
• What the difference looks like

The case study doesn’t follow the distinct “Challenge, Solution, Results” framework. Instead, it utilizes a problem/solution pattern that describes different ways Salesforce helped resolve hurdles the Spotify team was facing. 

A variety of data points are included throughout the content and speak to improvements in several areas such as a 40% increase in sales team productivity, a 53% increase in click-through-rates, and a fivefold increase in marketing campaigns each year. No matter what challenges that readers are facing, they’re likely to feel like Salesforce is an ideal solution. 

Takeaway: It’s okay to lean into simple– it makes your content skimmable and easier for readers to find what they’re looking for.

Want to quickly create your own short case study? Piktochart’s AI case study generator can make one for you in seconds. Just share your prompt and pick a template to customize within seconds.

Marketing-based case studies

Case study 5: creating the impossible ad with ai: tombras.

This case study is part of a series from the Google Editorial Team, sharing how marketing agencies use Google’s AI tool, Gemini, to undertake an impossible ad campaign.

The article begins with a snapshot of what the marketing campaign looked like, displaying just a few of the thousands of AI-generated copy lines. We love the examples, but reading the quips requires some squinting and zooming, taking away from the impact they could have had. 

Fortunately, readers can catch more of the copy examples in a short video that breaks apart the wall of text and showcases the effectiveness of the AI tool. 

Talk about AI can be overwhelming and even scary for some people. This case study devotes several paragraphs to explaining the implementation of Google’s AI tool so that potential users understand how they can utilize Gemini in their own business as well. 

The results section is clearly identified and easy for readers to find– and it speaks to a strong outcome– but none of the data is highlighted or emphasized. If readers want to know what happened, they’re going to have to dig down into the text. 

Takeaway: Include videos to appeal to a wider audience and make it easier to repurpose your case study. 

Case study 6: How Dropbox increased blog traffic by 30%

Right from the title, this case study emphasizes results that the customer experienced. (BTW– did you notice how the title makes the customer the hero of the story?) Two key metrics are also introduced before any text, but act as some of the only graphics in the whole article. 

Callout quotes help break up long blocks of text, and both callout quotes highlight the power of the solution that Airtable offered. Additional quotes within the text create a narrative that walks readers through the challenge, solution, and results. 

However, without any section titles, the case study isn’t very skimmable, and it can be a little challenging to identify relevant themes that readers might connect with. 

Takeaway: Long blocks of text may cause readers to disengage. You need graphics and headings to help guide their eyes through your content.

Case study 7: How a marketing agency increased client conversions 35% with Zapier Canvas

Here’s another case study that emphasizes results right from the start. 

Every section of the article is labeled in a straightforward manner that makes it easy to follow.

Each section also includes quotes from the customer, creating a flow from one part to the next and tying all of the content together. 

Since the case study is discussing the AI-powered diagramming tool that the client used, it includes a snapshot of the diagramming tool in use. This helps readers visualize an otherwise abstract concept and understand how the tool could be used for their own business. 

If you’re interested in including similar visuals in your case study, check out our flowchart templates for dozens of premade templates that can be personalized to meet your needs in minutes. 

Only one data point is included– the 35% increase in conversions, but additional results are also mentioned, including faster onboarding for new employees.

Takeaway: Include snapshots of your solution to help potential customers imagine what implementation would look like for them. 

Case study 8: How Shapeways Increased Their Click‑Through Rates by 525%

Compelling graphics grab your attention and walk you through this entire case study. 

Readers are immediately introduced to the case study subjects with a photo beneath the title (although a caption that includes names and titles could make this visual really shine). 

A bulleted introduction gives you all of the necessary background for the customer.

Brand logos, a callout quote, and the colored section block break apart the text.

Finally, the results section begins with this unmissable testament to the role that Mailchimp played in the subject’s growth.

Takeaway : A mixture of graphics combined with ample white space makes your case study easy on the eyes. Visuals that pop are the perfect opportunity to highlight key results and all the praise your customer has to offer. 

Education-based case studies

Case study 9: collaboration with dropbox empowers the university of florida’s land grants.

Everything about this case study speaks to maximum efficiency. 

An introductory section provides basic information about the subject, and headings labeled Challenge and Solution clearly identify all of the pertinent information.

A comprehensive challenge section pinpoints the exact problems that UF was facing. This makes it easy for readers to relate and imagine how Dropbox could solve similar issues at their own school or university. 

We love the callout quote combined with a photo of the subject and university logo for maximum authority and impact—

In the absence of measurable data, the case study gives specific examples of how Dropbox has benefitted the University of Florida.

Dropbox closes the page with a CTA designed to appeal to other educational institutes. 

Takeaway : Don’t skimp on explaining the problems your subject was facing. Paint a detailed picture so you can show exactly how your offering resolved these issues. 

Non-profit case studies

Case study 10: how reveal overhauled the way it hires, onboards and promotes employees to create a more inclusive workplace.

Although this case study is longer than most (9 pages, to be exact), it utilizes that real estate to showcase the challenge and results in a visually stunning manner. 

Just in the sidebar you’ll find—

• block quotes

The content itself is broken into sections clearly labeled with Introduction, The Challenge, What they did, and The Results. The final page distills all of the content into Three Lessons Learned, each numbered and broken into its own column. 

Of course, we can’t forget the screenshots that were also included in the case study, which offer real-life examples of how the solution was implemented. 

Takeaway : Don’t be afraid of using a lengthy, in-depth case study to take a deep dive into your offerings if you buffer the text with a variety of visuals. A running sidebar offers the perfect place to insert graphics and decreases the volume of text on each page.

Case study 11: Reach Out and Read

Three succinct sections outline the subject, problem, and solution of this case study, making it a brief but impactful read. Just take a look at the section that describes the problem— a single sentence paired with a professional photograph. 

To wrap it up, Community Boost intertwines the solution they offered with the results that their customer experienced, emphasizing metrics that were introduced at the top of the case study. They mention tight time constraints and a short campaign window to highlight their effectiveness even when working under pressure. 

Takeaway : Emphasize urgency in your case study to showcase the efficient way you can help customers address their problems. 

Case study 12: How CNIB Continued Critical Programs, Peer Support & Education During COVID-19

One of the highlights of this case study is the formatting at the very beginning. A small section introduces key information about the customer and outlines the challenges, solutions, and benefits they experienced. The section also includes a snippet from the customer’s Vice President of Property & Technology, Frank Lombardo.

Lombardo isn’t just quoted in the opening section of the case study, either. Nearly a third of the article is made up of quotes from Lombardo, which literally allows the customer’s experience to speak for itself. 

Just check out this snippet below and notice how much of the section is Lombardo speaking, all of which is highlighted.

The case study also does a great job highlighting how Zoom’s unique selling point– in this case its accessibility features– made it the ideal solution for the CNIB. This is emphasized when Lombardo mentions that while the organization itself utilizes Microsoft Office 365, they found Zoom easier for their community to learn and use. 

Takeaway : Use case study interviews to form the narrative of your case study and decrease the amount of writing you have to do. 

E-commerce case studies

Case study 13: how zapier helped this spanish ecommerce company scale.

This case study discusses how a Spanish company, Materialesdefabrica.com, used Zapier’s automation tools (called Zaps) to simplify their order fulfillment process. 

One of the standout features of this case study is the way Zapier seamlessly integrates their product into the article by including Try it sections. In each section, readers can learn more about the Zaps that the customer used and access each one for their own use. 

Clicking on Details gives readers an explanation of how to use the Zap for their own records.

Unfortunately, other than the Try it sections, this case study is light on visuals. One easy spot to add a visual feature would have been with this quote from the CEO.

As well as in the results section that includes relevant metrics.

Takeaway : Allowing your readers the opportunity to immediately try your offering is one of the most powerful CTAs you can include in a case study.

Case study 14: Wayfair is right at home with Slack

A witty title grabs the audience’s attention right from the start, and a mixture of graphics make this case study a compelling one. 

The case study knocks it out of the park with stunning photography and a block quote at the top of the page.

Because the case study is on the longer side, a table of contents to the left makes it easier for readers to find the information they want and get a clear picture of what they’ll be reading. Accompanied with two CTAs, there’s no missed opportunities here. 

The case study also includes a box with metrics that outline Wayfair’s success and use of Slack, not so subtly tying the two together.

With several different sections throughout the case study, Slack emphasizes different ways their software has helped Wayfair see results. They mention things like:

• resolving tech incidents “at lightning speed”
• reducing spending on employee tech software
• automating employee tasks across all departments
• creating a culture of recognition 

Takeaway : Take the time to paint a complete picture of the results your solution has led to. Readers will ultimately relate to at least one– if not all– of them. 

Tips for creating your case study

After seeing 14 case study examples, you should have a better idea of what to do and what not to do when writing your own case study. A lot of what we pointed out can be summed up in the six tips below. 

Get it all out, then edit

Instead of worrying about what to include or cut out, brain dump everything into your first draft. From there, you can break up the information into meaningful chunks and determine what content fits into the story you want to tell. 

Once you decide which parts you want to cut, don’t just delete them– paste the content into a different document so you can repurpose it for other mediums and marketing tools. 

If you conducted an interview as part of your case study, review the entire transcript and determine where you can include quotes that align with the theme of each section. 

Make it scannable

Few readers are going to dive headfirst into the content of your case study— at least not right off the bat. Include formatting such as headers and bullet points to summarize your main ideas and make it easier for readers to get the gist of what you’re saying. 

Visuals such as charts, graphs, and timelines simplify any data you’re sharing and make it more accessible and understandable. 

Use Piktochart’s AI-powered visual generator to transform data into easy-to-read infographics for your case studies.

Highlight emotional and tangible benefits.

Create a compelling narrative that resonates with your audience on a personal and practical level. 

Client testimonials help readers connect with your subject. If you’re not up for a face-to-face chat or even a video conference, email your customer with a few questions to hear about their experience. Potential questions can include—

• What challenge or problem led you to seek a solution?
• What made you choose our product or service?
• What feature or aspect of our solution has been the most valuable for you?
• Can you share any specific metrics or outcomes since using our solution (e.g., time saved, costs reduced, increased revenue)?
• What would you say to someone considering using our product/service?

Include concrete data and metrics to prove results

Use a combination of qualitative and quantitative data to substantiate impact. Include real numbers and percentages, such as, “Department productivity increased by 35% within three months,” or “The automation software completed 300,000 data entry tasks over the third quarter, saving approximately 750 employee hours.”

Additional data points will emphasize the power of your solution. Utilize before-and-after comparisons to help prove how your solution created tangible improvements, or include industry benchmarks to compare your results to the average results of competitors. 

Follow the “Challenge, Solution, Results” structure

The Challenge, Solution, Results structure is a straightforward outline for the case study that involves three parts. This framework makes your case study easy to follow and helps you connect with potential customers facing similar issues. 

• Challenge : The challenge section introduces your client and the problem they were facing. Use it to build tension before you transition into the solution phase. 

Begin by providing background information about the client such as their company size and industry. When describing the challenge that the customer/client was facing, including relevant data that illustrates the severity of the issue. 

• Solution : The solution section bridges the gap between the problem and the results, emphasizing how your unique product/service can help readers who are experiencing the same challenge. 

In this section, explain the solution that was implemented. Highlight the unique aspects of your product/service/strategy that made it the perfect fit for the client’s needs, and provide an overview of how you deployed the solution, including a general timeline. 

This is a great opportunity to note features or tools that made a notable difference but can only be accessed by using your offer. 

• Results: This final section describes the outcome of your solution to reinforce your authority as someone who can solve the reader’s problem, ultimately building trust and leading to conversions. 

When writing the results section, recount the outcome of implementation, including clear metrics that highlight the success of the solution. Focus on outcomes that will matter to your audience, such as operational efficiency, cost savings, increased revenue, or improved customer retention. 

Repurpose your case study

Consider what content you cut from the initial draft of your case study and how you can utilize it in another way. You might create a second case study that appeals to a different audience, or you might share pieces of your case study in different formats including:

• infographics
• social media posts
• video content
• email campaigns
• whitepapers

Save your best for writing – Let AI do the design

The most powerful case studies include a compelling narrative and graphics that help bring the story to life. 

Once you’ve created your written content, let Piktochart help create your visual. Pull from our library of templates or save even more time by using our AI case study generator to suggest formats. 

Case Study Examples FAQs

What are the 7 types of case studies.

Two renowned researchers, Robert Yin and Robert Stake, have identified seven types of case studies. 

• Explanatory case studies investigate causal investigation, often attempting to answer a ‘how’ or ‘why’ questions. 
• Exploratory case studies typically occur before undertaking large-scale research. 
• Descriptive case studies look for connections between a theory and the subject being studied. 
• Problem-solving case studies investigate an issue in order for researchers to suggest potential solutions. 
• Intrinsic case studies take place when the researcher has a personal interest in what’s being studied.
• Instrumental case studies look at a particular group or case to gather insight about a broader issue. 
• Collective case studies are used to study a group of people. 

What’s the difference between a case study and a testimonial?

A case study is an in-depth, structured examination of how a product or service solved a problem for a client. It includes several sections that outline the problem, proposed solution, and outcome, along with data that highlights the success of the solution. Case studies can range in length; most are a single page or two, but some may be a few dozen pages long. 

Testimonials are brief statements of praise from satisfied customers or clients. They may be included as part of a case study and can often be found throughout a company’s website. Testimonials can be anywhere from a few sentences to a few paragraphs long, but most wouldn’t even fill half a page of text.

What should be included in a case study?

Key elements of a case study include:

• A clear problem statement that highlights a single challenge the client was facing.
• Background information on the customer or client, which can include company size, location, industry, 
• The proposed solution or strategy.
• Implementation details explaining how the solution was put into action.
• Results and outcomes , often paired with data points that highlight the success of the solution. 
• Customer testimonials from those who were positively impacted by the solution. 

Visual elements such as charts, graphs, timelines, and other graphics that simplify data so it’s easy to understand in the context of the case study.

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How to write a case study — examples, templates, and tools

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

• Celebrate the customer and make them — not a product or service — the star of the story.
• Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
• Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
• Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
• Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

• Switch from one product or service to another while naming competitors that missed the mark.
• Experience measurable results that are relatable to others in a specific industry.
• Represent well-known brands and recognizable names that are likely to compel action.
• Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

• An engaging headline
• A subject and customer introduction
• The unique challenge or challenges the customer faced
• The solution the customer used to solve the problem
• The results achieved
• Data and statistics to back up claims of success
• A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

• Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
• Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
• Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
• Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
• Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
• Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

• Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
• Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
• Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
• Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
• Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
• Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

• Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
• Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
• Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
• Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

• Think about a few goals you’d like to accomplish with your content.
• Make a list of successful clients that would be strong candidates for a case study.
• Reach out to the client to get their approval and conduct an interview.
• Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

A Detailed Case Study Guide: Everything You Need To Know!

Published on: Dec 10, 2024

Last updated on: Dec 10, 2024

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Do you need help understanding how to create a compelling case study? You’re not alone! 

For many, the concept can feel nerve-wracking, from figuring out the right structure to presenting data effectively. Without a clear roadmap, a case study can end up confusing or, worse, dull to your audience.

But don't worry—this guide will simplify everything you need to know, step-by-step. From defining its purpose to working through each component, we’ll turn your case study from a complex project into a powerful storytelling tool. 

Ready to dive in? Let’s start with the basics, learning the case study meaning first.

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What Is A Case Study?

A case study is an in-depth, detailed examination of a particular subject—often a real-life scenario, business, individual, or project. It is intended to draw out insights, analyze outcomes, and identify particular patterns. 

By focusing on specific examples, such a study goes deep into the "how" and "why" of a situation. It offers readers a clear understanding of complex processes and solutions.

Purpose Of A Case Study

The major goal of conducting a case study is to explore the practical implications and effectiveness of specific strategies. This is to uncover what works (and what doesn’t) in real-world applications.

This approach helps learners, researchers, or professionals apply valuable findings to similar situations, making case studies powerful mediums for learning and decision-making.

Case Studies Distinctive Features

A case study stands out due to its unique approach and analytical depth, characterized by these key traits:

• Real-World Context: Focuses on understanding events or scenarios as they naturally occur.
• Personal Perspective: Emphasizes individual viewpoints to capture deeper, subjective experiences.
• In-Depth Qualitative Focus: Utilizes qualitative research to explore complex aspects beyond the quantitative methods.
• Detailed Analysis: Involves a thorough, close-up look at specific cases to uncover rich details.
• Surprising Discoveries: Often reveals unexpected insights that challenge or enhance existing knowledge.

How To Write A Case Study

Crafting a compelling case study requires a blend of strategic insight and careful research. By following essential steps, you can create a study that offers valuable information and resonates with your target audience.

Clarify Your Objective

Every study should start with a clear goal. Establishing your objective means identifying why the study is needed, whether it's to solve a problem, demonstrate a concept, or provide valuable insights into a particular situation. 

This focus will keep your study on track and relevant, helping readers understand the intent behind your research and analysis.

Identify & Understand Your Target Readers

Knowing who will read your study shapes how you present information. Define your audience carefully, whether it’s business professionals, academic researchers, or general readers. 

This ensures the content is tailored to their interests and comprehension level, making your study more impactful and accessible.

Consider Possible Outcomes 

Think about the potential consequences your study could reveal and how they might influence your audience or contribute to existing knowledge. 

Anticipating these possible insights helps you steer your research and focus on aspects that could have the most significant impact, ascertaining your study remains relevant and insightful.

Gather Credible Evidence

The strength of any study lies in reliable information. Compile a list of reputable sources, such as academic journals, trustworthy publications, and expert interviews, to back your findings.

Quality sources lend credibility to your study, making your conclusions more persuasive and well-grounded.

Highlight Core Findings & Solutions

After analyzing the case, highlight the main solutions or findings that address the objective. By focusing on the most effective or innovative solutions, you provide readers with actionable insights that they can apply in similar situations. 

This emphasis on practical takeaways confirms the value of your study extends beyond just theory.

Case Study Format

Crafting a case study requires a structured approach to clearly present the research and findings. 

Here’s a streamlined case study template for organizing each section:

Case Study Examples For Students

Exploring different case study samples can provide students with valuable insights into effective structure, analysis, and presentation techniques.

Here are a few well-crafted case study PDFs to guide and inspire your projects.

Bhopal Gas Tragedy Case Study

Business Case Study

Politics Case Study

Medicine Case Study

UX Case Study

Case Study Method In Psychology

Types Of Case Studies

Case studies come in various forms, each tailored to meet specific research goals and insights:

Problem-Solving Case Study

Designed to identify and tackle specific issues within a particular setting, such as an organization, community, or industry. 

This type is hands-on and practical, often used in business or healthcare contexts, where the objective is to diagnose a problem and develop strategies or solutions to address it. 

By examining real-world obstacles and devising actionable remedies, problem-solving case studies are valuable for organizations looking to overcome challenges and improve performance.

Descriptive Case Study

Focuses on providing an in-depth snapshot of a particular situation, phenomenon, or event. Rather than aiming to influence outcomes or solve a problem, they rigorously document what is happening within a set timeframe. 

Researchers gather observations and details to create a holistic picture, which can be helpful for further analysis or for those seeking to understand a topic without altering it. 

This approach is frequently used in social sciences, where it provides insights that help contextualize and explain real-world scenarios.

Collective Case Study

These involve examining several cases simultaneously or consecutively to discover patterns or similarities across them. 

By comparing multiple instances within a similar context, experimenters can draw generalizable conclusions and uncover shared factors that might not be visible in single-case studies. 

This type of study is particularly useful in fields like education and public health, where observing groups of related cases reveals trends and helps inform broader solutions or policies.

Explanatory Case Study

This study is used to investigate the causal mechanisms behind specific events or phenomena. Researchers dig into the "why" and "how" of an occurrence, exploring factors that influenced the outcome. 

By clarifying these cause-and-effect relationships, explanatory case studies provide insights that are essential for fields that require evidence-based reasoning, such as policy development or scientific research. 

This type is ideal for studying complex situations where understanding underlying reasons is crucial.

Exploratory Case Study

It is typically conducted to pave the way for more in-depth future research on a new or relatively unknown topic. They help define questions, establish priorities, and provide preliminary data that can serve as a foundation for further investigation. 

This type of study is often seen in emerging fields or novel research areas, allowing researchers to gain preliminary insights and determine the direction of more detailed studies.

Instrumental Case Study

In such a study, the case itself is not as important as the insights it provides into a larger issue. This approach uses a particular instance as a "tool" to understand broader phenomena, trends, or concepts. 

By examining a specific example, researchers can apply what they learn to a bigger picture, often informing theory or policy. 

Instrumental case studies are useful in fields like psychology, where a single case can offer valuable information about common human behaviors or societal trends.

Intrinsic Case Study

This type of study is conducted when researchers have a genuine interest in a particular case that stands out due to its unique characteristics. 

This study is less about applying findings to broader contexts and more about understanding the case itself, often for its uniqueness, rarity, or novelty. 

Intrinsic case studies are common in areas like medicine, where a rare medical case might be examined to gain specialized insights without aiming for generalizability.

Pros & Cons Of Case Studies

Case studies bring unique strengths and challenges to research, helping to uncover detailed concepts while posing certain limitations.

Useful Tips For Writing An Effective Case Study

Developing an impactful case study involves clear structure, thorough analysis, and attention to detail. Here are essential tips to guide you:

• Organize the study into distinct sections, ensuring smooth flow and proper credit to sources.
• Document observations and underline crucial details for easier analysis.
• Identify the primary challenges and brainstorm viable solutions to address them.
• Support your points with factual data and credible sources for added reliability.
• Assess both the positives and negatives to provide a balanced perspective.
• Keep the study aligned with its main purpose to maximize relevance.
• Enhance understanding by incorporating relatable, practical examples.
• Proofread and refine your study to optimize accuracy and readability.

Case studies are invaluable tools across various fields, providing in-depth insights that foster understanding and innovation. From examining historical events to analyzing business strategies and psychological phenomena, they reveal the intricate dynamics of human experience and decision-making. 

By adopting a structured approach to case study research, writers and researchers can effectively convey complex information and derive meaningful conclusions. 

Whether you’re a student looking to enhance your academic projects or a professional aiming to leverage case studies for business growth, the insights drawn from this guide will serve you well. 

For those seeking expert assistance, consider our college essay writing service to help you craft compelling case studies. Additionally, visit our ‘ buy case study ’ page to get solutions tailored to your specific needs. Empower your academic journey with our support!

Frequently Asked Questions

Who are the subjects of your case studies.

Case study subjects are groups of individuals selected based on specific criteria relevant to the case study research design and topic. These groups of people can include:

• Organizations
• Or Any Stakeholders 

directly related to the case being studied. The selection process ensures that participants provide valuable insights that contribute to a comprehensive understanding of the individual case.

Where should one find information for a case study? -

Information for a case study can be obtained from various data sources, including:

• primary data through surveys, interviews, and observations , 
• as well as secondary data from academic journals, industry reports, and online databases . 

Utilizing multiple sources confirms a comprehensive understanding of the case and enriches the analysis.

What are the key components of a professional case study?

A professional case study should include:

• a table of contents
• an introduction outlining the purpose
• background information on the subject
• a clear problem statement
• research questions
• and a literature review

It must also:

• detail the methodology used for data collection and analysis
• present findings with supporting evidence
• and conclude with implications and recommendations

Including references fosters credibility and allows readers to explore further.

When is the ideal time to conduct a case study?

Conducting a case study is ideal when existing data is limited, or when a rich, qualitative understanding is essential for making informed decisions.

What are some of the best topics for performing an academic case study?

Here are ten compelling case study topics across various academic subjects, each designed to inspire in-depth research and analysis:

• Psychology: The Impact of Social Media on Adolescent Mental Health
• Biology: The Effect of Climate Change on Coral Reefs
• Physics: The Implications of Quantum Computing on Data Security
• Computer Science: The Role of Artificial Intelligence in Healthcare
• Mathematics: Predictive Modeling in Epidemiology
• Environmental Science: The Effectiveness of Plastic Bans in Urban Areas
• Economics: The Economic Impact of Universal Basic Income
• Sociology: The Dynamics of Gentrification in Urban Neighborhoods
• Education: The Role of Remote Learning in Shaping Student Engagement & Performance
• Public Health: The Influence of Food Desserts on Community Health Outcomes

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Step-by-step guide to writing a case study (a template).

Case studies are wonderful content pieces to build trust with a prospective customer. It’s no wonder 47% of marketers agree it’s the most effective content-selling tool.

But case studies can also be boring, hard to follow, and repetitive.

That’s why writing an engaging case study is key to building relationships with your customer. You want them to feel the ups and downs of previous customers, resonate with their challenges, and then see relief in finding a solution.

What if we consider writing a case study as if it were a story? A case study with protagonists, a peak conflict, and a happily ever after in the form of a solution.

This step-by-step guide will cover all the best practices and tips for writing case studies to win over customers.

Plus, you can use Writer’s case study template to streamline the process and ensure consistency across your case studies.

Essential elements of a case study

Before we detail how to write a case study, it’s important to understand what goes into one so you can prepare effectively. Most case studies include:

• Background information on the company
• Description of the problem
• The solution your company provided
• The results of the solution
• Offer takeaways and lessons learned

How to prepare to write a case study

Before you start writing your case study, you’ll need to prepare interviews and resources to ensure all relevant content gets covered.

1. Understand the purpose of the case study

Before writing, it’s important to understand the purpose of your case study .

For example, is the purpose to drive new customer sales? Upgrade your current customers to premium plans? Or convert competitor’s clients to your product?

The purpose will help you determine the format, who to research, and define your objective with the case study.

2. Select the participants

When selecting the participants for your case study, it’s important to choose individuals who represent the issue you’re trying to examine.

The right participants will help your case study resonate with the potential customer, as they can find relatable pain points and desirable outcomes.

For example, imagine your company provides subtitles for videos. Your case study will be about how X company used subtitles to improve their video engagement rate. You’ll likely interview someone within the marketing department as these numbers relate to the performance indicators that they track.

3. Prepare interview questions

Once you’ve selected the participants for your case study, it’s time to prepare the questions.

The questions you ask should elicit detailed responses on their initial problem, the solution, and their thoughts.

These questions should help you further understand the scope of your product’s impact. Lastly, the insights from the questions will help build a storyline for your case study.

4. Conduct the interview

Once you have your questions outlined and set a time for the interview, it’s time for action.

Throughout the interview, be an active listener, stay engaged, and only interrupt the story when extra information is needed.

Let your participant know that all their thoughts and ideas can be edited later, as 17% of case studies don’t get published due to participants not approving their statements.

How to write a compelling case study

A case study covers the challenges of a specific person or organization and the solution they used to overcome their problem.

Let’s dive into a step-by-step guide on how to write one.

1. Start with a strong introductory paragraph

The first paragraph of your case study should introduce the company and provide some background information to provide context to the case study. 

The introduction should give the reader a general overview of the upcoming case study theme.

2. Describe the problem

Introduce the problem that the company was looking to solve.

The challenge will be the main focus of the case study, so go into detail. Be sure to cover what the challenge was, the problems it caused, and why it needed to be solved.

3. Explain the solution

Explain the solution that was implemented. Here, it’s a good opportunity to introduce how your product or service was chosen and implemented by their company.

By discussing the factors that lead to a customer’s choice, readers can identify common valuable factors that lead to a purchase decision.

Then, include why and how the company’s problem was resolved with your solution.

4. Discuss the results of the solution

Take time to cover the results of your solution. Cover any data that helps reinforce your success claims and add the thoughts and reviews of key participants to this section.

Include the impact and benefit the solution has had on their company.

5. Offer takeaways and lessons learned

Include any key takeaway or lesson learned from the case. These can also be any thoughts that’ll help build trust in your reader and educate them on the benefits of your solution.

It’s also good practice to summarize the case study’s key points and offer your insights.

5 best practices for writing an engaging case study

When it comes to writing a compelling case study, there are a few key things to keep in mind.

1. Write it like a story

To make your case study more engaging and exciting, avoid business jargon and deliver what really counts- a story about overcoming challenges. 

Write your case study as a story, with the protagonists and their challenges. This will make your case study memorable and engaging, as it dives straight into the team’s emotions, frustrations, and success.

2. Begin with a strong hook

You need to capture the reader’s attention fast, and an interesting hook is a great way to do that.

Introduce the case study with an engaging client testimonial or quote to get the reader curious to continue reading.

3. Include strong visuals

Add visuals like iconographs, charts, or product images to enhance the case study’s readability and visual appeal.

Images help readers visualize concepts and add proof of the solution’s benefits, making the case study more memorable and impactful.

4. Ensure the structure of the case study is easy to read

Make sure the case study is well-designed and easy to read. You want the reader to be able to skim through the article and digest the information easily.

This is also a good practice to help your case study follow the best SEO practices.

5. Add data and insights

Use data-driven insights in your case study to add validity to your points and show that you’re speaking from experience.

Include numbers that demonstrate the improvement of a customer problem using your solution. These statistics improve trust and confidence in your solution.

Streamline the process with a case study template

Writing a case study can be time-consuming and tricky. By using a case study template you can:

• Automatically creates a professional-looking case study in the proper format
• Saves you time by having a pre-formatted structure that ensures all the information has been filled
• Ensures all language is inclusive and welcoming

How to use the Writer case study template

• Add your company’s name
• Add the customer you’re featuring
• Describe the challenge
• Describe the solution
• Describe the results

Once all this information has been added, Writer’s templates will do the rest!

Each case study can be tweaked to include more information, enrich sections, or customize your brand’s tone using Writer’s AI tools.  

What to do once you’ve written your case study

Once you’ve written your case study, it’s time to share it with the world!

Use your case study as a tool to promote your business value. Start by sharing it on social media, sending it to your email list, and updating it on your website.

In no time, you’ll see how customers learn to trust your business solution thanks to your case studies.

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Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

Table of Contents

A case study is an in-depth examination of a single case or a few selected cases within a real-world context. Case study research is widely used across disciplines such as psychology, sociology, business, and education to explore complex phenomena in detail. Unlike other research methods that aim for broad generalizations, case studies offer an intensive understanding of a specific individual, group, event, or situation.

A case study is a research method that involves a detailed examination of a subject (the “case”) within its real-life context. Case studies are used to explore the causes of underlying principles, behaviors, or outcomes, providing insights into the nuances of the studied phenomena. This approach allows researchers to capture a wide array of factors and interactions that may not be visible in other methods, such as experiments or surveys.

Key Characteristics of Case Studies :

• Focus on a specific case, individual, or event.
• Provide in-depth analysis and contextual understanding.
• Useful for exploring new or complex phenomena.
• Generate rich qualitative data that contributes to theory building.

Types of Case Studies

Case studies can be classified into different types depending on their purpose and methodology. Common types include exploratory , descriptive , explanatory , intrinsic , and instrumental case studies.

1. Exploratory Case Study

Definition : An exploratory case study investigates an area where little is known. It helps to identify questions, variables, and hypotheses for future research.

Characteristics :

• Often used in the early stages of research.
• Focuses on discovery and hypothesis generation.
• Helps clarify research questions.

Example : Examining how remote work affects team dynamics in an organization that has recently transitioned to a work-from-home model.

2. Descriptive Case Study

Definition : A descriptive case study provides a detailed account of a particular case, describing it within its context. The goal is to provide a complete and accurate depiction without necessarily exploring underlying causes.

• Focuses on describing the case in detail.
• Provides comprehensive data to paint a clear picture of the phenomenon.
• Helps understand “what” happened without delving into “why.”

Example : Documenting the process and outcomes of a corporate restructuring within a company, describing the actions taken and their immediate effects.

3. Explanatory Case Study

Definition : An explanatory case study aims to explain the cause-and-effect relationships of a particular case. It focuses on understanding “how” or “why” something happened.

• Useful for causal analysis.
• Aims to provide insights into mechanisms and processes.
• Often used in social sciences and psychology to study behavior and interactions.

Example : Investigating why a school’s test scores improved significantly after implementing a new teaching method.

4. Intrinsic Case Study

Definition : An intrinsic case study focuses on a unique or interesting case, not because of what it represents but because of its intrinsic value. The researcher’s interest lies in understanding the case itself.

• Driven by the researcher’s interest in the particular case.
• Not meant to generalize findings to broader contexts.
• Focuses on gaining a deep understanding of the specific case.

Example : Studying a particularly successful start-up to understand its founder’s unique leadership style.

5. Instrumental Case Study

Definition : An instrumental case study examines a particular case to gain insights into a broader issue. The case serves as a tool for understanding something more general.

• The case itself is not the focus; rather, it is a vehicle for exploring broader principles or theories.
• Helps apply findings to similar situations or cases.
• Useful for theory testing or development.

Example : Studying a well-known patient’s therapy process to understand the general principles of effective psychological treatment.

Methods of Conducting a Case Study

Case studies can involve various research methods to collect data and analyze the case comprehensively. The primary methods include interviews , observations , document analysis , and surveys .

1. Interviews

Definition : Interviews allow researchers to gather in-depth information from individuals involved in the case. These interviews can be structured, semi-structured, or unstructured, depending on the study’s goals.

• Develop a list of open-ended questions aligned with the study’s objectives.
• Conduct interviews with individuals directly or indirectly involved in the case.
• Record, transcribe, and analyze the responses to identify key themes.

Example : Interviewing employees, managers, and clients in a company to understand the effects of a new business strategy.

2. Observations

Definition : Observations involve watching and recording behaviors, actions, and events within the case’s natural setting. This method provides first-hand data on interactions, routines, and environmental factors.

• Define the behaviors and interactions to observe.
• Conduct observations systematically, noting relevant details.
• Analyze patterns and connections in the observed data.

Example : Observing interactions between teachers and students in a classroom to evaluate the effectiveness of a teaching method.

3. Document Analysis

Definition : Document analysis involves reviewing existing documents related to the case, such as reports, emails, memos, policies, or archival records. This provides historical and contextual data that can complement other data sources.

• Identify relevant documents that offer insights into the case.
• Systematically review and code the documents for themes or categories.
• Compare document findings with data from interviews and observations.

Example : Analyzing company policies, performance reports, and emails to study the process of implementing a new organizational structure.

Definition : Surveys are structured questionnaires administered to a group of people involved in the case. Surveys are especially useful for gathering quantitative data that supports or complements qualitative findings.

• Design survey questions that align with the research goals.
• Distribute the survey to a sample of participants.
• Analyze the survey responses, often using statistical methods.

Example : Conducting a survey among customers to measure satisfaction levels after a service redesign.

Case Study Guide: Step-by-Step Process

Step 1: define the research questions.

• Clearly outline what you aim to understand or explain.
• Define specific questions that the case study will answer, such as “What factors led to X outcome?”

Step 2: Select the Case(s)

• Choose a case (or cases) that are relevant to your research question.
• Ensure that the case is feasible to study, accessible, and likely to yield meaningful data.

Step 3: Determine the Data Collection Methods

• Decide which methods (e.g., interviews, observations, document analysis) will best capture the information needed.
• Consider combining multiple methods to gather rich, well-rounded data.

Step 4: Collect Data

• Gather data using your chosen methods, following ethical guidelines such as informed consent and confidentiality.
• Take comprehensive notes and record interviews or observations when possible.

Step 5: Analyze the Data

• Organize the data into themes, patterns, or categories.
• Use qualitative or quantitative analysis methods, depending on the nature of the data.
• Compare findings across data sources to identify consistencies and discrepancies.

Step 6: Interpret Findings

• Draw conclusions based on the analysis, relating the findings to your research questions.
• Consider alternative explanations and assess the generalizability of your findings.

Step 7: Report Results

• Write a detailed report that presents your findings and explains their implications.
• Discuss the limitations of the case study and potential directions for future research.

Examples of Case Study Applications

• Objective : To understand the success factors of a high-growth tech company.
• Methods : Interviews with key executives, analysis of internal reports, and customer satisfaction surveys.
• Outcome : Insights into unique management practices and customer engagement strategies.
• Objective : To examine the impact of project-based learning on student engagement.
• Methods : Observations in classrooms, interviews with teachers, and analysis of student performance data.
• Outcome : Evidence of increased engagement and enhanced critical thinking skills among students.
• Objective : To explore the effectiveness of a new mental health intervention.
• Methods : Interviews with patients, assessment of clinical outcomes, and reviews of therapist notes.
• Outcome : Identification of factors that contribute to successful treatment outcomes.
• Objective : To assess the impact of urban development on local wildlife.
• Methods : Observations of wildlife, analysis of environmental data, and interviews with residents.
• Outcome : Findings showing the effects of urban sprawl on species distribution and biodiversity.

Case studies are valuable for in-depth exploration and understanding of complex phenomena within their real-life contexts. By using methods such as interviews, observations, document analysis, and surveys, researchers can obtain comprehensive data and generate insights that are specific to the case. Whether exploratory, descriptive, or explanatory, case studies offer unique opportunities for understanding and discovering practical applications for theories.

• Baxter, P., & Jack, S. (2008). Qualitative Case Study Methodology: Study Design and Implementation for Novice Researchers . The Qualitative Report, 13(4), 544–559.
• Creswell, J. W., & Poth, C. N. (2017). Qualitative Inquiry and Research Design: Choosing Among Five Approaches (4th ed.). SAGE Publications.
• Stake, R. E. (1995). The Art of Case Study Research . SAGE Publications.
• Yin, R. K. (2018). Case Study Research and Applications: Design and Methods (6th ed.). SAGE Publications.
• Thomas, G. (2016). How to Do Your Case Study (2nd ed.). SAGE Publications.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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