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Case Study: When Two Leaders on the Senior Team Hate Each Other

• Boris Groysberg
• Katherine Connolly Baden

How should a CEO address friction between his CFO and the sales chief?

In this fictional case, the CEO of a sports apparel manufacturer is faced with an ongoing conflict between two of his top executives. Specifically, the head of sales and the CFO are at each other’s throats and the tension is having a ripple effect on their teams and the rest of the organization. The CEO, who tends to avoid conflict himself, is struggling with how to respond. His options include changing the company compensation scheme to encourage better collaboration, firing the two leaders, getting them each a coach, and doing more team building activities.

The feedback in the 360-degree reviews was supposed to be anonymous. But it was crystal clear who’d made the negative comments in the assessment of one executive.

• BG Boris Groysberg is a professor of business administration in the Organizational Behavior unit at Harvard Business School and a faculty affiliate at the school’s Race, Gender & Equity Initiative. He is the coauthor, with Colleen Ammerman, of Glass Half-Broken: Shattering the Barriers That Still Hold Women Back at Work (Harvard Business Review Press, 2021). bgroysberg
• KB Katherine Connolly Baden is a research associate at Harvard Business School.

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MBA Case Studies - Solved Examples

Need of MBA Case Studies

Case i: chemco case.

• ChemCo is a quality leader in the U.K. car batteries market.
• Customer battery purchases in the automobile market are highly seasonal.
• The fork-lift business was added to utilize idle capacity during periods of inactivity.
• This is a low-growth industry (1% annual growth over the last two years)
• Large customers are sophisticated and buy based on price and quality. Smaller customers buy solely on price.
• There is a Spanish competitor in the market who offers low priced batteries of inferior quality.

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• Established player in car batteries
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• High quality product, but low end customers care more about price than quality
• Mismanaged product diversification in a price sensitive market
• Alternative 1: Establish an Off-Brand for the fork-lift business
• Alternative 2: Educate the customer market about product quality
• Alternative 3: Exit the fork-lift battery business
• Establishing the firm's quality image
• Increase in market share
• Increase in sales
• Cost of the product
• Protect firm's quality image in the automobile industry
• Redesigned product to reduce the cost of manufacture
• Low price to enable it to compete with Spanish producer
• Make use of the quality leadership in car batteries market
• Offer reliability testing, extended warranties etc. to promote quality image
• Set higher prices to extract surplus from these advantages
• A passive strategy, not proactive
• Recommendations: Alternative 1 is recommended in this case. Since the firm operates in an industry which has low growth, hence it can expand market share and sales only by taking the customers from other players. Hence, it needs to tackle the Spanish competitor head-on by aggressively pricing its product. At the same time, launching a low-priced product under the same brand name erodes the high quality image in the car batteries market. Hence, the best option is to go for an off-brand to target the fork-lift customers who are increasingly becoming price sensitive. This will enable the company to ward off the threat in short-term and build its position strongly in the long-term.

Case II: NAKAMURA LACQUER COMPANY

• The Nakamura Lacquer Company: The Nakamura Lacquer Company based in Kyoto, Japan was one of the many small handicraft shops making lacquerware for the daily table use of the Japanese people.
• Mr. Nakamura- the personality: In 1948, a young Mr. Nakamura took over his family business. He saw an opportunity to cater to a new market of America, i.e. GI's of the Occupation Army who had begun to buy lacquer ware as souvenirs. However, he realized that the traditional handicraft methods were inadequate. He was an innovator and introduced simple methods of processing and inspection using machines. Four years later, when the Occupation Army left in 1952, Nakamura employed several thousand men, and produced 500,000 pieces of lacquers tableware each year for the Japanese mass consumer market. The profit from operations was $250,000.
• The Brand: Nakamura named his brand “Chrysanthemum” after the national flower of Japan, which showed his patriotic fervor. The brand became Japan's best known and best selling brand, being synonymous with good quality, middle class and dependability.
• The Market: The market for lacquerware in Japan seems to have matured, with the production steady at 500,000 pieces a year. Nakamura did practically no business outside of Japan. However, early in 1960, when the American interest in Japanese products began to grow, Nakamura received two offers
• The Rose and Crown offer: The first offer was from Mr. Phil Rose, V.P Marketing at the National China Company. They were the largest manufacturer of good quality dinnerware in the U.S., with their “Rose and Crown” brand accounting for almost 30% of total sales. They were willing to give a firm order for three eyes for annual purchases of 400,000 sets of lacquer dinnerware, delivered in Japan and at 5% more than what the Japanese jobbers paid. However, Nakamura would have to forego the Chrysanthemum trademark to “Rose and Crown” and also undertaken to sell lacquer ware to anyone else the U.S. The offer promised returns of $720,000 over three years (with net returns of $83,000), but with little potential for the U.S. market on the Chrysanthemum brand beyond that period.
• The Semmelback offer: The second offer was from Mr. Walter Sammelback of Sammelback, Sammelback and Whittacker, Chicago, the largest supplier of hotel and restaurant supplies in the U.S. They perceived a U.S. market of 600,000 sets a year, expecting it to go up to 2 million in around 5 years. Since the Japanese government did not allow overseas investment, Sammelback was willing to budget $1.5 million. Although the offer implied negative returns of $467,000 over the first five years, the offer had the potential to give a $1 million profit if sales picked up as anticipated.
• Meeting the order: To meet the numbers requirement of the orders, Nakamura would either have to expand capacity or cut down on the domestic market. If he chose to expand capacity, the danger was of idle capacity in case the U.S. market did not respond. If he cut down on the domestic market, the danger was of losing out on a well-established market. Nakamura could also source part of the supply from other vendors. However, this option would not find favor with either of the American buyers since they had approached only Nakamura, realizing that he was the best person to meet the order.
• Decision problem: Whether to accept any of the two offers and if yes, which one of the two and under what terms of conditions?
• To expand into the U.S. market.
• To maintain and build upon their reputation of the “Chrysanthemum” brand
• To increase profit volumes by tapping the U.S. market and as a result, increasing scale of operations.
• To increase its share in the U.S. lacquerware market.
• Profit Maximization criterion: The most important criterion in the long run is profit maximization.
• Risk criterion: Since the demand in the U.S. market is not as much as in Japan.
• Brand identity criterion: Nakamura has painstakingly built up a brand name in Japan. It is desirable for him to compete in the U.S. market under the same brand name
• Flexibility criterion: The chosen option should offer Nakamura flexibility in maneuvering the terms and conditions to his advantage. Additionally, Nakamura should have bargaining power at the time of renewal of the contract.
• Short term returns: Nakamura should receive some returns on the investment he makes on the new offers. However, this criterion may be compromised in favor of profit maximization in the long run.?
• Reject both: React both the offers and concentrate on the domestic market
• Accept RC offer: Accept the Rose and Crown offer and supply the offer by cutting down on supplies to the domestic market or through capacity expansion or both
• Accept SSW: offer; accept the SSW offer and meet it through cutting down on supply to the domestic market or through capacity expansion or both. Negotiate term of supply.
• Reject both: This option would not meet the primary criterion of profit maximization. Further, the objective of growth would also not be met. Hence, this option is rejected.
• Accept RC offer: The RC offer would assure net returns of $283,000 over the next three yeas. It also assures regular returns of $240,000 per year. However, Nakamura would have no presence in the U.S. with its Chrysanthemum brand name The RC offer would entail capacity expansion, as it would not be possible to siphon of 275,000 pieces from the domestic market over three years without adversely affecting operations there. At the end of three years, Nakamura would have little bargaining power with RC as it would have an excess capacity of 275,000 pieces and excess labor which it would want to utilize. In this sense the offer is risky. Further, the offer is not flexible. Long-term profit maximization is uncertain in this case a condition that can be controlled in the SSW offer. Hence, this offer is rejected.
• Accept SSW offer: The SSW offer does not assure a firm order or any returns for the period of contract. Although, in its present form the offer is risky if the market in the U.S. does not pick up as expected, the offer is flexible. If Nakamura were to exhibit caution initially by supplying only 300,000 instead of the anticipated 600,000 pieces, it could siphon off the 175,000 required from the domestic market. If demand exists in the U.S., the capacity can be expanded. With this offer, risk is minimized. Further, it would be competing on its own brand name. Distribution would be taken care of and long-term profit maximization criterion would be satisfied as this option has the potential of $1 million in profits per year. At the time of renewal of the contract, Nakamura would have immense bargaining power.
• Negotiate terms of offer with SSW: The terms would be that NLC would supply 300,000 pieces in the first year. If market demand exists, NLC should expand capacity to provide the expected demand.
• Action Plan: In the first phase, NLC would supply SSW with 300,000 pieces. 125,000 of these would be obtained by utilizing excess capacity, while the remaining would be obtained from the domestic market. If the expected demand for lacquer ware exists in the U.S., NLC would expand capacity to meet the expected demand. The debt incurred would be paid off by the fifth year.
• Contingency Plan:  In case the demand is not as expected in the first year, NLC should not service the U.S. market and instead concentrate on increasing penetration in the domestic market.

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Corporate Governance Crisis at Startups: The Zilingo Story

The case discusses how Zilingo Pte Ltd (Zilingo), a Singapore-based B2B fashion tech platform, ended up in liquidation after a protracted crisis due to issues that led to corporate governance failure. Founded in 2016 by Ankiti Bose (Bose) and Dhruv Kapoor, Zilingo was an online fashion and beauty startup company that empowered apparel supply chain players to produce, source, and trade efficiently through its technology platform. It was one of Southeast Asia’s vaunted startups...

Amazon's Private Label Brands: An Ethical Perspective

The case “Amazon’s Private Label Brands: An Ethical Perspective” discusses the ethical implications surrounding the promotion of US-based multinational technology company Amazon.com, Inc. (Amazon) of Amazon Private Label (APL) products on its online marketplace. The case starts out with a brief look at– the world's largest e-commerce platform's launch of various APL products from the late 2000s. It then delves into the various controversies surrounding APL products through the years...

Twitter under Elon Musk: Present Tense, Future Perfect?

The case discusses the problems faced by social media platform Twitter and its future under the ownership of Elon Musk. After he acquired Twitter for US$44 billion in October 2022, Musk primarily known for his innovative efforts, introduced a list of controversial policy and feature changes to the platform. These included rebranding Twitter to ‘X’, making policy changes and sweeping layoffs, resorting to cost cutting, reinstating accounts, and introducing paid verification...

Google's Post-Pandemic Multi-Purpose Workplace Design

The case touches upon the early office design initiatives at Google including at its headquarters Googolplex. Next, it describes in detail how Google’s Real Estate and Workplace Services team (REWS) focused on redesigning the existing office spaces in 2022 and creating and testing new multi-purpose offices and private workspaces to enable employees to collaborate effectively across work environments. Google designed Team Pods with chairs, desks, white boards, and storage units on casters that could be shifted based...

Reliance's Foreign Currency Bond

The case study is about Reliance Industries Ltd (RIL)'s foreign currency bond issuance and listing on international stock exchanges. The case starts with a brief history of the company, from the founding of RIL by Dhirubhai Ambani in 1966 to being led by Mukesh Ambani in 2022.The case then moves on to the details of RIL's financials, showcasing how the company has grown over the years, and how efficiently it has raised funds from the global capital market and utilized these funds for expansion. Finally, it delves into the details of foreign currency bonds issued by RIL...

Enbridge: A Diversity, Equity & Inclusion (DEI) Leader in the Energy Industry

The case describes the various initiatives taken by Enbridge, a Canadian energy company, to create a diverse and inclusive culture where employees would feel good coming to work, collaborate across teams, and be successful and grow their careers. The case first touches upon the main goals of the D&I strategy put in place at Enbridge. It then describes how Enbridge decided to encourage its employee community through various initiatives that included activities, education, and networking...

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Top 40 Most Popular Case Studies of 2018

Cases about food and agriculture took center stage in 2018. A case on the coffee supply chain remained the top case and cases on burgers, chocolate, and palm oil all made the top ten.

Cases about food and agriculture took center stage in 2018. A case on the coffee supply chain remained the top case and cases on burgers, chocolate, and palm oil all made the top ten, according to data compiled by Yale School of Management Case Research and Development Team (SOM CRDT).

Other topics in the top ten included corporate social responsibility, healthcare, solar energy, and financial inclusion.

The annual ranking of the 40 most popular Yale School of Management case studies combines data from publishers, Google analytics, SOM class syllabi, and other measures of interest and adoption. This is the second year that SOM CRDT has published its Top 40 list.

Cases published in 2018 on the top 40 list included Marina Bay Sands Hotel (#13), AgBiome (#18), Canary Wharf (#20), Mastercard (#21), and Peabody Museum (#35). Both the Marina Bay Sands and Peabody cases were featured in major student competitions in 2018.

The cases on the Top 40 list represent a variety of different business disciplines, as Yale SOM cases tend to combine a variety of perspectives. For example, the top coffee case can be taught in marketing, operations, and strategy classes. The number two case on Shake Shack covers finance, strategy, and even innovation and design. The list features a number of cases related to the interplay of state and commerce and social enterprise, traditional strengths of the Yale SOM curriculum.

While there are many US-based cases among the top 40, a range of locales are highlighted among the top 40 entries. Cases set in France (AXA), Great Britain (Cadbury, Canary Wharf, George Hudson), Indonesia (Palm Oil, Golden Agri), China (Ant Financial, Alibaba), India (SELCO, Project Sammaan), Singapore (Marina Bay Sands), Canada (Air Canada, Potash Corporation of Saskatchewan), and South Africa (Project Masiluleke) made the top 40 list.

SOM CRDT has been working to increase the number of women featured as case protagonists. The 2018 list boasts 13 cases where women play prominent roles in the narrative.

The top 40 list also demonstrates a wide range of SOM faculty involvement. Thirty different faculty members worked as case supervisors on the top 40 cases.

Read on to learn more about the top 10 most popular cases followed by a complete list of the top 40 cases of 2018. A selection of the top 40 cases are available for purchase through our online store . 

#1 - Coffee 2016

Faculty Supervision: Todd Cort

Coffee 2016 asks students to consider the coffee supply chain and generate ideas for what can be done to equalize returns across various stakeholders. The case draws a parallel between coffee and wine. Both beverages encourage connoisseurship, but only wine growers reap a premium for their efforts to ensure quality.  The case describes the history of coffee production across the world, the rise of the “third wave” of coffee consumption in the developed world, the efforts of the Illy Company to help coffee growers, and the differences between “fair” trade and direct trade. Faculty have found the case provides a wide canvas to discuss supply chain issues, examine marketing practices, and encourage creative solutions to business problems. 

#2 - Shake Shack IPO

Faculty Supervision: Jake Thomas and Geert Rouwenhorst

From an art project in a New York City park, Shake Shack developed a devoted fan base that greeted new Shake Shack locations with cheers and long lines. When Shake Shack went public on January 30, 2015, investors displayed a similar enthusiasm. Opening day investors bid up the $21 per share offering price by 118% to reach $45.90 at closing bell. By the end of May, investors were paying $92.86 per share. Students are asked if this price represented a realistic valuation of the enterprise and if not, what was Shake Shack truly worth? The case provides extensive information on Shake Shack’s marketing, competitors, operations and financials, allowing instructors to weave a wide variety of factors into a valuation of the company.

#3 - IBM Corporate Service Corps

Faculty Supervision: David Bach in cooperation with University of Ghana Business School and EGADE

The case considers IBM’s Corporate Service Corps (CSC), a program that had become the largest pro bono consulting program in the world. The case describes the program’s triple-benefit: leadership training to the brightest young IBMers, brand recognition for IBM in emerging markets, and community improvement in the areas served by IBM’s host organizations. As the program entered its second decade in 2016, students are asked to consider how the program can be improved. The case allows faculty to lead a discussion about training, marketing in emerging economies, and various ways of providing social benefit. The case highlights the synergies as well as trade-offs between pursuing these triple benefits.

#4 - Children’s Premier

Faculty Supervision: Edieal Pinker

The case describes Children’s Premier, a popular group practice in Greenwich, Connecticut which, due to a change in the state’s vaccination law, decides to dramatically change its business model. Did the group make the right adjustments in order to stay competitive and cover their increasing costs? Should the new practices cause a newcomer to the practice to look elsewhere for his children?

#5 - Design at Mayo

Faculty Supervision: Rodrigo Canales and William Drentell

The case describes how the Mayo Clinic, one of the most prominent hospitals in the world, engaged designers and built a research institute, the Center for Innovation (CFI), to study the processes of healthcare provision. The case documents the many incremental innovations the designers were able to implement and the way designers learned to interact with physicians and vice-versa.

In 2010 there were questions about how the CFI would achieve its stated aspiration of “transformational change” in the healthcare field. Students are asked what would a major change in health care delivery look like? How should the CFI's impact be measured? Were the center's structure and processes appropriate for transformational change? Faculty have found this a great case to discuss institutional obstacles to innovation, the importance of culture in organizational change efforts, and the differences in types of innovation.

This case is freely available to the public.

#6 - AXA: Creating New Corporate Responsibility Metrics

Faculty Supervision: Todd Cort and David Bach

The case describes AXA’s corporate responsibility (CR) function. The company, a global leader in insurance and asset management, had distinguished itself in CR since formally establishing a CR unit in 2008. As the case opens, AXA’s CR unit is being moved from the marketing function to the strategy group occasioning a thorough review as to how CR should fit into AXA’s operations and strategy. Students are asked to identify CR issues of particular concern to the company, examine how addressing these issues would add value to the company, and then create metrics that would capture a business unit’s success or failure in addressing the concerns.

#7 - Cadbury: An Ethical Company Struggles to Insure the Integrity of Its Supply Chain

Faculty Supervision: Ira Millstein

The case describes revelations that the production of cocoa in the Côte d’Ivoire involved child slave labor. These stories hit Cadbury especially hard. Cadbury's culture had been deeply rooted in the religious traditions of the company's founders, and the organization had paid close attention to the welfare of its workers and its sourcing practices. The US Congress was considering legislation that would allow chocolate grown on certified plantations to be labeled “slave labor free,” painting the rest of the industry in a bad light. Chocolate producers had asked for time to rectify the situation, but the extension they negotiated was running out. Students are asked whether Cadbury should join with the industry to lobby for more time?  What else could Cadbury do to ensure its supply chain was ethically managed?

#8 - Palm Oil 2016

Faculty Supervision: Kenneth Richards in cooperation with National University of Singapore Business School and David Bach

The case looks at the palm oil industry in Indonesia and how the industry effects deforestation and native rights. The case focuses on a proposal forwarded by leading palm oil traders and environmental NGOs that would ban the sale of palm oil from deforested land. The proposal is opposed by elements of the government, and smaller palm oil companies. Some voices in the Indonesian government are suggesting an agreement to end deforestation needs to be scrapped. What should companies and NGOs do?

#9 - Ant Financial

Faculty Supervision: K. Sudhir in cooperation with Renmin University of China School of Business

In 2015, Ant Financial’s MYbank (an offshoot of Jack Ma’s Alibaba company) was looking to extend services to rural areas in China by providing small loans to farmers. Microloans have always been costly for financial institutions to offer to the unbanked (though important in development) but MYbank believed that fintech innovations such as using the internet to communicate with loan applicants and judge their credit worthiness would make the program sustainable. Students are asked whether MYbank could operate the program at scale? Would its big data and technical analysis provide an accurate measure of credit risk for loans to small customers? Could MYbank rely on its new credit-scoring system to reduce operating costs to make the program sustainable?

#10 - SELCO

Faculty Supervision: Tony Sheldon

The case looks at SELCO, an Indian company that specialized in bringing solar electric products to the poor. In 2009, the company needed a new growth strategy. As students consider the company’s dilemma, the raw case allows them to view video interviews with company leaders and customers, inspect maps of SELCO’s service areas, see videos describing how SELCO’s products were being used, consider articles on India’s electricity grid and socio-economic conditions, read about the company’s founding, consult the company’s organization charts, income statements and balance sheets, inspect the company’s innovative products, review the company’s business models, read news articles about the company’s success, etc.

SELCO, India's innovative solar electric company, was at a strategic crossroads. Should it go “deeper” and serve even poorer people or go “wider” and expand beyond its current geographical areas?

40 Most Popular Case Studies of 2018

Click on the case title to learn more about the dilemma. A selection of our most popular cases are available for purchase via our online store .

The Lean Post / Articles / Lean Management Case Studies Library

Lean Management Case Studies Library

By Chet Marchwinski

May 16, 2014

Learn how a variety of businesses and organizations used lean management principles to solve real business problems. We’ve arranged the examples in 16 categories to help you find the ones right for your environment.

Lean Management Examples from a Variety of Businesses

The following case studies of lean management principles in action show you how a variety of real businesses solved real business problems under diverse conditions.

We’ve arranged the stories in 16 categories to help you find the examples you need. There is some overlap. For instance, a “Lean Manufacturing” case study may also appear with “Privately Held Companies.”

Lean Manufacturing

• Logistics, Supply Chain, and Warehousing
• Lean Material Handling
• Job Shops (Low-volume, High-mix Manufacturing); Tool and Die
• Lean in Government
• Lean Healthcare
• Lean Accounting
• Lean Construction
• Lean in Office and Service Processes
• Lean in Education

Problem Solving

Pull Systems

Culture Change

People Development

Privately Held Companies

Maintenance

Many of the executives who took part in these transformations are interviewed in LEI’s Senior Executive Series on Lean Leadership . After reading the case studies, be sure to get their personal perspectives on leading change. (Feel free to link to this page, but please respect the copyrights of LEI and journalists by not copying the articles.)

Are you doing something new or notable in the practice of lean management? Let us share what you learned with the lean community. For more information, contact LEI’s Director of Communications Chet Marchwinski at cmarchwinski at lean dot org

Thrustmaster Turns Around

Learn how Thrustmaster of Texas successfully adopted lean thinking and practices to make sustainable improvements in a short period of time, and how other manufacturers of highly engineered, low-volume products can follow their lead using the Lean Transformation Framework.

Lean + Circular Principals = a New True North for Manufacturer

SunPower’s lean journey resembled most others until it defined a new mission, a new True North by combining lean principals with those of the “circular economy” to launch what it is calling a CLean Transformation.

Sustain Your Lean Business System with a “Golden Triangle” After a medical device maker took a hit to margins to fight off global competition, it rebuilt them by lifting its lean operating system to a higher level and keeping it there with a “golden triangle” of sustainability.

Followup Story:

Manufacturing Balancing Act: Pull Versus ERP

In this follow-up to “Sustain Your Lean Business System with a ‘Golden Triangle,’” a case study about Phase 2 Medical Manufacturing, the company needs warehouse space to keep pace with sales growth spurred by the lean transformation. Instead, it expands a pull system by connecting the plan-for-every-part database that underpins one-piece flow production with ERP, typically associated with big batch production.

Cultivating a Lean Problem-Solving Culture at O.C. Tanner If you are in the “appreciation business”, you have to live it in your own workplace. For O.C. Tanner that meant a lean transformation had to show the company appreciated and wanted people’s problem-solving ideas. Here’s a report on that effort, including what worked and what didn’t.

Lean Partnership with Dealer Network Helps Vermeer Reduce End-to-End Inventory on Top Sellers

A lean transformation had taken heavy-equipment manufacturer Vermeer away from batch manufacturing, but batch ordering by dealers was delaying how quickly they got equipment like brush chippers. Learn how it  began converting its domestic industrial-line distribution network to lean replenishment, improving service to end customers and improving cash flow for Vermeer and its dealers.

Herman Miller’s Experiment in Excellence At Herman Miller, the lean management effort helps it build problem solvers as well as world-class office furniture. And as this case study shows, lean practices also helped it weather a brutal recession.

Build Your “House” of Production on a Stable Foundation Rigorous problem solving creates basic stability in a machining intensive facility.

A Journey to Value Streams: Reorganizing Into Five Groups Drives Lean Improvements and Customer Responsiveness An approach to creating a value-stream culture centered on autonomy, entrepreneurialism, and lean principles.

Change in Implementation Approach Opens the Door at EMCO to Greater Gains in Less Time A relatively quick, intensive project accelerates the rate of improvement and creates a showcase facility for spreading lean concepts.

Creating the Course and Tools for a Lean Accounting System A lean accounting implementation fills the frustrating disconnect between shop-floor improvements and financial statements.

For Athletic Shoe Company, the Soul of Lean Management Is Problem Solving After taking a lean tools approach to change, management re-organized the transformation around problem solving and process improvement to create a culture that engaged people while boosting performance.

Knife Company Hones Competitiveness by Bucking the Status Quo An iconic family-owned company turns to lean manufacturing to reduce costs by at least 30% to keep its U.S. operations open.

Lean Transformation Lives and Dies with Tools and Dies After a failed first try at just-in-time production , a company transforms tool maintenance, design, and fabrication to create a solid foundation for a second attempt.

Seasoned Lean Effort Avoids “Flavor-of-the-Month” Pitfall A look at how one company’s approach to what new tools it introduced, in what order, and how it prevented each new technique from being viewed as a “flavor of the month” fad.

Shifting to Value-Stream Managers: a Shop-Floor Revolution Leads to a Revolution in Plant Organization

Two years into a lean transformation, the low-hanging fruit has been plucked and progress has started to slow. Read how a Thomas & Betts plant recharged the transformation and reached higher levels of performance by using value-stream managers to span functional walls.

Using Plan-Do-Check-Act as a Strategy and Tactic for Helping Suppliers Improve

At Medtronic’s Neuromodulation business unit, the plan-do-check-act cycle is used on a strategic level to guide overall strategy for selecting and developing key suppliers as well as on a tactical level for guiding lean transformations at supplier facilities.

back to top

Logistics, Supply Chain, and Warehousing How a Retailer’s Distribution Center Exemplifies the Lean Precept “Respect for People,” and Reaps the Benefits

To make sure training engaged and resonated with people after previous attempts at a lean transformation faltered, LifeWay matched lean management tools and principles to its Bible-based culture and language.

Lean management case study series: Lean in Distribution: Go to Where the Action Is!

Starting with daily management walkabouts and standard work , this distributor had laid the groundwork for steady gains for years to come, just two years after its first kaizen workshop .

Putting Lean Principles in the Warehouse

Executives at Menlo Worldwide Logistics saw an opportunity to leapfrog the competition by embracing lean in its outsourced warehousing and receiving operations.

Lean Thinking Therapy Spreads Beyond the Shop

A company expands the lean transformation from the shop floor to international distribution, domestic shipping, and product development.

Sell One, Buy One, Make One: Transforming from Conventional to Lean Distribution

Large inventories to cover fluctuations in demand once characterized Toyota’s service parts distribution system — but no more. Here’s how one DC made the switch.

Material Handling

Following Four Steps to a Lean Material-Handling System Leads to a Leap in Performance

Creating the critical Plan for Every Part was one step in a methodical four-step implementation process to replace a traditional material-handling system.

Low-volume, High-mix Manufacturing; Tool and Die

The Backbone of Lean in the Back Shops

Sikorsky managers apply the lean concept of “every part, every interval” (EPEI) to level the mix in demand and create flow through a key manufacturing cell .

Landscape Forms Cultivates Lean to Fuel Growth Goals

With single-item orders 80% of the time, a low-volume, high-mix manufacturer decided single-piece flow cells were the best way decided the best way to add new products without having to constantly reconfigure production.

Lean Transformation Lives and Dies with Tools and Dies

After a failed first try at just-in-time production, a company transforms tool maintenance, design, and fabrication to create a solid foundation for a second attempt.

Canada Post Puts Its Stamp on a Lean Transformation

The “ inventory ” of mail already is paid for, so moving it faster doesn’t improve cash flow as in lean manufacturing. But Canada Post discovered that traditional batch-and-queue postal operations could benefit from lean principles.

Lean Thinking in Government: The State of Iowa

This story examines a kaizen event at a veterans home and more broadly at the lean effort in Iowa government.

Lean Thinking Helps City of Chula Vista with Budget Crunch

Goodrich Aerostructures’ Chula Vista plant introduces city government to lean thinking and practices so in order to maintain municipal services without resorting to further cuts in the workforce.

Using Lean Thinking to Reinvent City Government

Grand Rapids, MI, turns to lean principles to consolidate operations, eliminate wasted time and effort, and streamline to improve productivity while providing the quality of service that residents want.

Transforming Healthcare: What Matters Most? How the Cleveland Clinic Is Cultivating a Problem-Solving Mindset and Building a Culture of Improvement

The Cleveland Clinic reinvents its continuous improvement program to instill a problem-solving mindset and the skillset to solve everyday problems among the clinic’s thousands of caregivers.

View from the Hospital Floor: How to Build a Culture of Improvement One Unit at a Time

In order to do more and improve faster, the Cleveland Clinic is rolling out a methodology for building a “culture of improvement” across the 48,000-employee hospital system as this followup to the above story shows. Here’s how it works according to the people making the changes.

Dentist Drills Down to the Root Causes of Office Waste

Dentistry is a job shop that Dr. Sami Bahri is out to improve fundamentally for the benefit of patients through the application of lean principles.

Lean management case study series: Pediatric Hospital in Tough Market Pegs Growth to Lean Process Improvement

Lean improvement projects at Akron Children’s Hospital have saved millions of dollars, increased utilization of expensive assets, and reduced wait times for patients and their families.

Lean Design and Construction Project an Extension of Lean Commitment at Akron Children’s Hospital

Input from nurses, doctors, therapists, technicians, and patient parents heavily influenced design decisions..

“Pulling” Lean Through a Hospital

A thoughtful rollout of lean principles in the ER and eye-opening results created a “pull” for lean from other departments.

Best in Healthcare Getting Better with Lean

Mayo Clinic, Rochester, MN, stresses to doctors that the lean effort is aimed not at changing the moment of care, the touch moment between doctor and patient, but the 95% of the time when the patient is not in the doctor’s office

Fighting Cancer with Linear Accelerators and Accelerated Processes

Cross-functional team design and implement a lean process to dramatically increase the number of patients with brain and bone metastases receiving consultation, simulation, and first treatment on the same day without workarounds or expediting.

Massachusetts General Looks to Lean

A proton therapy treatment center, for many adults and children the best hope of beating cancer, applies lean principles to increase capacity.

New Facility, New Flow, and New Levels of Patient Care: The wait is over for patients at the Clearview Cancer Institute in Alabama

Physicians and staff have tirelessly reengineer processes and patient flow to eliminate as much waiting and waste as possible.

The Anatomy of Innovation

At a hospital in Pittsburgh, the emerging vision for the “hospital of the future” is described as giving the right patient, the right care, at the right time, in the right way, all the time.

Creating the Course and Tools for a Lean Accounting System

A lean accounting implementation fills the frustrating disconnect between shop-floor improvements and the financial statement.

Knife Company Hones Competitiveness by Bucking the Status Quo

An iconic family-owned company turns to lean manufacturing to reduce costs by at least 30% to keep its U.S. operations open.

Office and Service Processes

The “inventory” of mail already is paid for, so moving it faster doesn’t improve cash flow as in lean manufacturing. But Canada Post discovered that traditional batch-and-queue postal operations could benefit from lean principles.

Lean Landscapers

At an Atlanta landscaping company, lean practices are making inroads into a service industry in unusual yet fundamental ways.

LSG Sky Chefs Caters to New Market Realities

Business at airline caterer LSG Sky Chefs dropped 30% when airlines cut flights after the terrorist attacks on September 11, 2001. Sky Chefs responded with a rapid launch of a lean initiative.

leveraging Lean to Get the Oil Out

Aera Energy LLC, a California oil and gas company,  relies on lean principles to improve key processes, including drilling new wells, repairing existing ones, and maximizing the number of barrels of crude pumped each day.

Columbus Public Schools Use Process Thinking to Improve Academic Achievement.

Columbus, OH, public schools, experiment with lean tools and process thinking to remove wasteful activities that don’t help them help students learn.

Lean Inroads into Alabama Academia

How the University of Alabama in Huntsville integrated lean concepts throughout its industrial engineering curriculum.

Linking Lean Thinking to the Classroom

Value-stream mapping is one of many activities included in the Ford Partnership for Advanced Studies (Ford PAS), an academic program designed to link high-school classroom learning to the skills needed in college and business.

Build Your “House” of Production on a Stable Foundation

Rigorous problem solving creates basic stability in a machining intensive facility.

For Athletic Shoe Company, the Soul of Lean Management Is Problem Solving

After talking a lean tools approach to change, management re-organized the transformation around problem solving and process improvement to create a culture that engaged people while boosting performance.

Toothbrush Plant Reverses Decay in Competitiveness

The rapid introduction of a lean system, beginning with just-in-time production and pull, helps a highly automated Midwest plant fight off overseas competition by reducing lead times and inventory while augmenting the plant’s advantage in service.

A Journey to Value Streams: Reorganizing Into Five Groups Drives Lean Improvements and Customer Responsiveness

An approach to creating a value-stream culture centered on autonomy, entrepreneurialism, and lean principles.

Making Lean Leaders — Ariens internship program develops lean and leadership skills

Besides making snow-blowers, mowers, and string trimmers, Ariens Co., of Brillion, WI, makes lean leaders.

Starting with daily management walkabouts and standard work, this 84-year-old, family-owned distributor laid the groundwork for steady gains for years to come, just two years after its first kaizen workshop.

Sustain Your Lean Business System with a “Golden Triangle”

After a medical device maker took a hit to margins to fight off global competition, it rebuilt them by lifting its lean operating system to a higher level and keeping it there with a “golden triangle” of sustainability. You’ll recognize two elements of the triangle right away: visual control and standardized work . The third, accountability management or a kamishibai system, is probably less well known but just as critical.

Cultivating a Lean Problem-Solving Culture at O.C. Tanner

If you are in the “appreciation business”, you have to live it in your own workplace. For O.C. Tanner that meant a lean transformation had to show the company appreciated and wanted people’s problem-solving ideas. Here’s a report on that effort, including what worked and what didn’t.

Lean Thinking in Aircraft Repair and Maintenance Takes Wing at FedEx Express

A major check that used to take 32,715 man-hours was cut to 21,535 hours in six months. That translated into a $2 million savings, which dovetailed with the company’s emphasis on reducing costs during the recession.

Construction

Input from nurses, doctors, therapists, technicians, and patient parents heavily influenced design decisions—from incorporating emergency room hallways that protect the privacy of abused children to the number of electrical outlets in each neonatal intensive care room.

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A continuing education service offering the latest in lean leadership and management.

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About Chet Marchwinski

Chet has been a humble, unwashed scribe of the lean continuous improvement movement since books by Taiichi Ohno and Shigeo Shingo first hit North America in the 1980s. At LEI, he contributes to content creation, marketing, public relations, and social media. Previously, he also wrote case studies on lean management implementations in…

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• Project Management

Top 15+ Project Management Case Studies with Examples 2024

Home Blog Project Management Top 15+ Project Management Case Studies with Examples 2024

Having worked for more than 9 years in the dynamic field of project management, I would strongly refer to real-world case studies as invaluable resources for both budding and experienced professionals. These case studies provide critical insights into the challenges and triumphs encountered in various industries, illustrating the application of project management principles in practical scenarios.   I have curated the project management case studies as a part of this article in such a way that it delves into a selection of compelling case studies, ranging from the healthcare sector to infrastructure and technology. Each case study is a testament to the strategic planning, adaptability, and innovative problem-solving skills necessary in today's fast-paced business environment. These narratives not only highlight past successes but also offer guidance for future projects, making them essential tools for anyone eager to excel in project management.

What is Case Study?

A case study refers to an in-depth examination of a specific case within the real-world context. It is a piece of content that sheds light on the challenges faced, solutions adopted, and the overall outcomes of a project. To understand project management case studies, it is important to first define what a project is . A project is a temporary endeavor with a defined beginning and end, aimed at achieving a specific goal or objective. Case studies are generally used by businesses during the proposal phase. However, they are also displayed on the websites of companies to provide prospects with a glance at the capabilities of the brands. It can even serve as an effective tool for lead generation. In simple words, case studies are stories that tell the target audience about the measures and strategies that the organization adopted to become successful.

What is Project Management Case Study?

A project management case study is a piece of content that highlights a project successfully managed by the organization. It showcases the challenges that the organization faced, the solutions adopted, and the final results. Keep reading in order to explore examples of successful project management case studies.

Top 15 Project Management Case Studies and Examples 

Are you looking for some project management case study examples? If yes, here are some of the best examples you can explore. Let’s dive in! Before diving in, here is the list of top 15 project management case studies: 

• Mavenlink Helps Improve Utilization Rates by 15% for BTM Global
• Boncom Reduces Billing Rate Errors by 100%
• whyaye! Reaches 80% Billable Utilization
• Metova Increases Billable Utilization by 10%
• Appetize Doubles Length of Forecasting Outlook
• RSM Improves Client Satisfaction and Global Business Processes
• CORE Business Technologies Increases Billable Utilization by 35%
• Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery
• Optimus SBR Improves Forecasting Horizon by 50%
• PlainJoe Studios Increases Projects Closing Within Budget by 50%
• RPI Consultants Decreases Admin Time by 20%
• CBI's PMO Increases Billable Utilization By 30%
• Butterfly Increases Billable Time by 20%
• TeleTracking Increases Billable Utilization by 37%
• Taylors Improves Utilization Rates by 15%
• Hospital El Pilar improves Patient Care With implementing Disciplined Agile
• British Columbia’s Ministry of Technology and Infrastructure (MoTI)

1. Mavenlink Helps Improve Utilization Rates by 15% for BTM Global

The case study is all about how Mavenlink helped BTM Global Consulting to save hours of work and enhance utilization with resource management technology. BTM Global Consulting offers system development and integration services to diverse clients. The challenges that the company faced were that tools like Netsuite OpenAir and Excel spreadsheets were not able to meet the customization needs as the company grew. It impacted their overall productivity.

BTM Global saw the following benefits: 

• 15% increase in utilization for project managers
• 10% increase in companywide utilization
• 4-hour resource allocation work reduced to 10 minutes
• 100% Company-wide time tracking adoption

In order to overcome the challenge, the solution they adopted was to switch to Mavenlink. The result was that it increased the utilization of the company by 10% and enhanced project manager utilization by 15%. It also reduced resource allocation work from 4 hours to just 10 minutes.

2. Boncom Reduces Billing Rate Errors by 100% With Mavenlink

Boncom is an advertising agency that collaborates with different purpose driven brands to create goods worldwide. The challenge was that the company relied on several-point solutions for delivering client-facing projects. However, the solutions failed to offer the required operational functionality. An ideal solution for Boncom was to adopt Mavenlink. The result was that the billing rate error got reduced by 100%. Accurate forecasting became possible for Boncom, and the company could generate reports in much less time.

3. whyaye! Reaches 80% Billable Utilization with Mavenlink

Here are the top benefits whyaye got: 

• 6% increase in utilization
• Tripled company size
• Doubled in number of new clients every quarter
• Support through constant business scaling

whyaye is a digital transformation consultancy delivering IT transformation solutions to businesses operating in diverse sectors. The challenge was that whyaye used to manage resources and projects using tools such as emails, PowerPoint, and Microsoft Excel. However, with the growth of the company, they were not able to access project data or gain insights for effective management of the projects . The ultimate solution to this challenge was to make a switch to Mavenlink. The result was an increase in the utilization by 6%, doubling of new clients, tripling of the company size, and seamless support through business growth.

4. Metova Increases Billable Utilization by 10% With Mavenlink

If you are looking for a project planning case study, Metova can be the right example. Metova is a technology firm, a Gold Partner of Microsoft, and an advanced consulting partner of AWS. The challenge was that the company handled several projects at a time. However, its heavy dependence on tools like Google Sheets limited the growth capabilities of the organization. So, the company looked for a solution and switched to Mavenlink. The result was that it was able to increase its billable utilization by 10%, increase its portfolio visibility, and standardize its project management process.

5. Hospital El Pilar improves Patient Care With implementing Disciplined Agile

If you are looking for an example of one of the best hospital related project management case studies, then Hospital El Pilar can be the ideal one. Hospital El Pilar is a private hospital in Guatemala City, Guatemala, that provides comprehensive care to patients in various medical specialties. The challenge was that the hospital’s application development team faced several obstacles in managing and delivering projects, such as unclear priorities, a lack of visibility, little interaction with users, and competing demands. The solution that the team adopted was to use Disciplined Agile® (DA™), a flexible and pragmatic approach to project management that optimizes the way of working (WoW). The result was improved project outcomes, increased user satisfaction, greater transparency, and more trust from stakeholders and customers.

6. British Columbia’s Ministry of Technology and Infrastructure (MoTI) gets its principal corridor for transportation up in 35 days

Reconnecting Roads After Massive Flooding (2022) is a case study of how the British Columbia Ministry of Transportation and Infrastructure (MoTI) used a project management approach based on the PMBOK® Guide to restore critical routes after a catastrophic weather event. It is one of the examples of successful project management case studies you can look into. The challenge was that an atmospheric river caused severe flooding, landslides, and bridge collapses, cutting off the lower mainland from the rest of Canada2. The solution was to prioritize the reopening of Highway 5, the principal corridor for transportation of goods and people, by creating scopes, work breakdown structures, and schedules for each site3. The result was that Highway 5 was reopened to commercial traffic in 35 days, despite additional weather challenges and risks4. The construction project management case study we discussed demonstrated the benefits of flexibility, collaboration, and communication in emergency response.

7. Appetize Doubles Length of Forecasting Outlook with Mavenlink

Here the the benefits Appetize got with Mavenlink: 

• Forecasting horizon increases to 12 weeks
• Management of 40+ major projects per quarter
• Support for rapid companywide scaling
• Salesforce integration supports project implementation

Appetize is one of the leading cloud-based points of sale (POS), enterprise management, and digital ordering platform that is trusted by a number of businesses. The challenge of the company was that its legacy project tracking systems were not able to meet the growing needs of the company. They experienced growth and manual data analysis challenges. The solution they found was to switch to Mavenlink. The result was an increase in the forecast horizon to 12 weeks, support for effective companywide scaling, easy management of over 40 major projects, and Salesforce integration for project implementation.

8. RSM Improves Client Satisfaction and Global Business Processes with Mavenlink

RSM is a tax, audit, and consulting company that provides a wide array of professional services to clients in Canada and the United States. The challenge of the company was that its legacy system lacked the necessary features required to support their work- and time-intensive projects and delivered insights relating to the project trends. An ideal solution to this challenge was to switch to Mavenlink. The result was better to risk mitigation in tax compliance, improved client-team communication, templatized project creation, and better use of the KPIs and project status.

9. CORE Business Technologies Increases Billable Utilization by 35% with Mavenlink

Here are the top benefits CORE Business Technologies got with Mavenlink: 

• Simultaneous in-progress projects doubled
• 100% company-wide time entry compliance
• 35% Increase in Billable Utilization
• 50% Increase in Team Productivity

Another top project management case study is the Core Business Technologies. CORE Business Technologies is a reputed single-source vendor self-service, in-person, and back-office processing to the clients. It offers SaaS-based payment solutions to clients. The challenge faced by the company was that its tools like spreadsheets, Zoho, and Microsoft Project led to a hectic work schedule owing to a huge number of disconnected systems. The solution to the challenge was to switch to Mavenlink. The result was the enhancement of team productivity by 50%, time entry compliance by 100%, and enhancement of the billable utilization rate by 35%.

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10. Client Success: Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery with Mavenlink

Here are the top benefits Health Catalyst saw with Mavenlink:   

• Consistency in Successful Project Delivery 
• Improved Interdepartmental Communication 
• Deeper Resource Data Insights 
• Stronger Resource Forecasting

Health Catalyst is a company that delivers data and analytics services and technology to different healthcare organizations. The firm provides assistance to technicians and clinicians in the healthcare sector. The challenge of the company was that the tools like Intacct and spreadsheets that is used for project management were not able to provide the required data insights and clarity for better project management. It also limited effective resource management. The solution was to embrace Mavenlink. The result was better resource forecasting, enhanced interdepartmental communication, consistency in project delivery, and better resource data insights .

11. Client Success: Optimus SBR Improves Forecasting Horizon by 50% with Mavenlink

Optimus SBR is a leading professional service provider in North America. It offers the best results to companies operating in diverse sectors, including healthcare, energy, transportation, financial services, and more. The challenge was that legacy software tools that the firm used gave rise to project management issues. The company was not able to get a real-time revenue forecast or gain insights into its future financial performance. The solution that the company adopted was to switch to Mavenlink. The result was better data-driven hiring decisions, efficient delivery of remote work, and enhancement of the forecasting horizon by 50%.

12. Client Success: PlainJoe Studios Increases Projects Closing Within Budget by 50% With Mavenlink

Here are the benefits how Mavenlink helped PlainJoe: 

• Improved data insights for project success
• Enablement of fast shift to remote work
• Improved budgeting
• Increased rates in billing

PlainJoe Studios is an experimental design studio that focuses on digitally immersive and strategic storytelling. The company has a team of strategists, architects, and problem solvers to create value for the clients. The challenge of the company was that the manual processing of the company affected its ability to grow and manage the diverse project effectively. They lacked clarity about their project needs and profitability. The solution to deal with the challenge was to switch to Mavenlink. The result was an enhancement in the billing rates by 15%, better project closing within budget by 50%, better data insights for the success of different projects, and a faster shift to remote work.

13. Client Success: RPI Consultants Decreases Admin Time by 20% With Mavenlink

If you are looking for an example of one of the best software project management case studies, then RPI Consultants can be the ideal one. RPI Consultants offer expert project leadership and software consulting services for enterprise-level implementation of solutions and products. The challenge was that the task management solutions adopted by the company gave rise to a number of complications. It resulted in poor interdepartmental transparency and time-consuming data entry. The ultimate solution that the company embraced was to switch to Mavenlink. The result was a rise in the utilization rate by 5%, lowing of admin time by 20%, better forecasting and resource management, and a single source for gaining insights into the project data.

14. Client Success: CBI's PMO Increases Billable Utilization By 30% With Mavenlink

CBI is a company that is focused on protecting the reputations, data, and brands of its clients. The challenge that the company faced was that the solutions used were unable to meet the growing needs of the organization. The systems were outdated, data sharing was not possible, and time tracking was inconsistent. The solution to the challenge was to switch to Mavenlink. The result was better interdepartmental alignment, enhancement of time tracking to support business growth, an increase in the billable utilization rate by 30%, and detailed insights for a greater success of the projects.

15. Client Success: Butterfly Increases Billable Time by 20% with Mavenlink

Butterfly is a leading digital agency that provides digital strategy, website design and development services, and ongoing support to businesses across Australia. The challenge was that the different legacy systems used by the agency limited its capability of effective project management and reporting. The systems were time consuming and cumbersome. In order to deal with the challenge, the solution was to make a switch to Mavenlink. The result was the enhancement of billable time by 20%, fast reporting insights, enhancement of productive utilization by 16%, and better Jira integration.

16. Client Success: TeleTracking Increases Billable Utilization by 37% With Mavenlink

TeleTracking Technologies is a leading provider of patient flow automation solutions to various hospitals in the healthcare sector. The challenge of the company was that it used different systems such as Microsoft Excel, Sharepoint, MS Project, Jira, and Netsuite. The use of a variety of solutions created a number of challenges for the company. It had poor forecasting capability, an insufficient time tracking process, and unclear resource utilization. The solution was to switch to Mavenlink. The result was the enhancement of time tracking compliance by 100%, rise in hours to date by 18%, and enhancement of billable utilization by 37%.

17. Client Success: Taylors Improves Utilization Rates by 15% with Mavenlink

This is a perfect example of a construction project management case study. Taylor Development Strategists is a leading civil engineering and urban planning organization in Australia. The challenge that the company faced was that the systems that it used were not able to support the growth of the business. There were a lot of inefficiencies and limitations. The solution to the challenge was to switch to Mavenlink. The result was better global collaboration, an increase in the utilization rate by 15%, consistency of timesheet entry, and in-depth insights relating to utilization and project targets.

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Start Creating Your Project Management Case Study

Not that you have a detailed idea about project management case studies, it is time to prepare your own. When doing the project management case study exercise, make sure to focus on covering all the important elements. Clearly stating the challenges and the solutions adopted by the company is important. If you want to get better at project management, getting a PMP Certification can be beneficial.

Case Study Best Practices and Tips 

• Involve your clients in the preparation of the case study. 
• Make use of graphs and data. 
• Mix images, texts, graphs, and whitespace effectively.

Project Management Case Study Template 

To create a well-crafted and highly informative case study template in the realms of project management, you should start by providing a brief overview of the client's company, focusing on its industry, scale, and specific challenges. Follow with a detailed section on the challenge, emphasizing the unique aspects of the project and obstacles faced. Next, you might want to describe the solution implemented, detailing the strategies, methodologies, and tools used. Then, you would need to present the results, quantifying improvements and highlighting objectives achieved. Finally, please conclude the case study with a summary, encapsulating key takeaways and emphasizing the project's success and its implications for future endeavors. By following this structure, you can present a comprehensive yet concise analysis that is ideal for showcasing project management expertise and insights. You can also refer to the template for crafting a better case study on project management – Template for writing case studies .

By now, you must have gained a comprehensive knowledge of preparing a project management case study. This article elaborately explains the significance of real life project management case studies as vital tools for demonstrating a company's expertise in handling complex projects. These case studies, showcasing real-world scenarios, serve as compelling evidence of a firm's capability to navigate challenges and implement effective solutions, thereby boosting confidence in potential clients and partners. They are not only a reflection of past successes but also a lighthouse guiding future project endeavors in the discipline of project management within the fields of construction, pharmacy, technology and finance, highlighting the importance of strategic planning, innovation, and adaptability in project management. If you are aspiring to excel in this field, understanding these case studies is invaluable. However, you would also need to learn from project management failures case studies which would provide a roadmap to mastering the art of project management in today's dynamic business landscape.

Frequently Asked Questions (FAQs)

In order to write a project management case study, keep everything brief but mention everything in detail. Make sure to write it with clarity and include graphs and images. 

A project study must include information about the client, how your company helped the client in resolving a problem, and the results.

The best-case studies on project management have been listed above. It includes BTM Global, Butterfly, Boncom, and more.

Kevin D.Davis

Kevin D. Davis is a seasoned and results-driven Program/Project Management Professional with a Master's Certificate in Advanced Project Management. With expertise in leading multi-million dollar projects, strategic planning, and sales operations, Kevin excels in maximizing solutions and building business cases. He possesses a deep understanding of methodologies such as PMBOK, Lean Six Sigma, and TQM to achieve business/technology alignment. With over 100 instructional training sessions and extensive experience as a PMP Exam Prep Instructor at KnowledgeHut, Kevin has a proven track record in project management training and consulting. His expertise has helped in driving successful project outcomes and fostering organizational growth.

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Case Studies

Helping Starbucks design stores that are inclusive for all

Building a next-generation carbon platform to accelerate the path to net zero

How Lufthansa is using data to reduce costs and improve spend and carbon transparency

Banking on innovation: How ING uses generative AI to put people first

From farm to tablet: Building a new business to solve an old challenge

Rewired in action

Partnering on America’s toughest challenges

Made in Africa: Catalyzing stronger, sustainable, and inclusive economies

How a government agency is preparing workers to thrive in the skills-based economy

How a global components manufacturer built an ambitious carbon reduction roadmap

Undaunted by global disruption, a logistics company embraces bold transformation

988: Three digits and the nationwide effort to help millions in crisis

An AI power play: Fueling the next wave of innovation in the energy sector

How a manufacturing moonshot was made

Protecting workers through award-winning design

How Telkomsel transformed to reach digital-first consumers

Flying across the sea, propelled by AI

How a steel plant in India tapped the value of data—and won global acclaim

Reimagining the real estate industry for the next normal

Inside a mining company’s AI transformation

New at mckinsey blog.

JobsOhio and the long-term, innovative revitalization of a state’s economy

McKinsey’s new Sustainability Academy helps clients upskill workers for the net-zero transition

Tearing the ‘paper ceiling’: McKinsey supports effort driving upward mobility for millions of workers

Here you can download a number of additional case studies to help you in your studies of Management Accounting. These are available in either Microsoft Word or Adobe PDF formats. If you do not have Microsoft Word or Adobe Acrobat on your system, you may wish to download free, read-only versions of these programs from the and Web sites. If you do not have zip software on your system, you may wish to download a free, read-only version of the program from the Web Site. Design for Business Most Recent Presentations Infographics Data Visualizations Forms and Surveys Video & Animation Case Studies Digital Marketing Design Inspiration Visual Thinking Product Updates Visme Webinars Artificial Intelligence 15 Real-Life Case Study Examples & Best Practices Written by: Oghale Olori Case studies are more than just success stories. They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales. It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision. To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you. Let’s dive in! Table of Contents What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs. A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual.  Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved. Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section. Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies. A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution. Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results. Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product. Every great case study is made up of key elements. They are; Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%. Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved. Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges. Solution: Explain how your product or service specifically addressed your customer's challenges. Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction. Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing. Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility. Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study. Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions. In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements. We’ve also included professionally designed case study templates to inspire you. 1. Georgia Tech Athletics Increase Season Ticket Sales by 80% Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement. Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time. Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation. As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans. Why Does This Case Study Work? In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result. Salesloft utilized a case study video to increase engagement and invoke human connection. Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales. The beautiful thing is that creating videos for your case study doesn’t have to be daunting. With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study. Simplify content creation and brand management for your team Collaborate on designs , mockups and wireframes with your non-design colleagues Lock down your branding to maintain brand consistency throughout your designs Why start from scratch? Save time with 1000s of professional branded templates Sign up. It’s free. 2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers. This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth. WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights. As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams. Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study. Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you. Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you. 3. Immi’s Ram Fam Helps to Drive Over $200k in Sales Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth. This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators. As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales. The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers. While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product. Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through. Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more! 4. How WOW! is Saving Nearly 79% in Time and Cost With Visme This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme. Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials. This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks. Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint. Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme. “Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow! Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with. By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action. To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.” Who wouldn't want that? Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data. This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures. The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level. 5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks. Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction. Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared. The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information. Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning. Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company. Take a look at this case study one-pager template below. This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout. Our favorite part of this template is where the age group is visualized. With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter! 6. How Workato Converts 75% of Their Qualified Leads Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%. At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper. As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion. This case study example utilizes the power of video testimonials to drive the impact of their product. Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier. In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress. However, when crafting and designing your case study, you should prioritize having a good WMS. Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines. Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks. 7. Rush Order Helps Vogmask Scale-Up During a Pandemic Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory. Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service. Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%. Rush Order chose one event where their impact mattered the most to their customer and shared that story. While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business. The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers. Take a look at this product case study template below. Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results. The right combination of shapes and colors adds a level of professionalism to this case study template. 8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200% With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution. Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts. Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process. Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth. This case study example showcases the power of a concise and impactful narrative. To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions. Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product. Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you. 9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively. Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented. By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients. Visme creatively incorporates testimonials In this case study example. By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool. This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach. Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges. For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision. Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples; Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.” Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.” Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.” You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one. 10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic. To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery. Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue. The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study. Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study. Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way. Try it yourself! Customize this template with your customer’s testimonial and add it to your case study! 11. How Meliá Became One of the Most Influential Hotel Chains on Social Media Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency. Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation. In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction. The need for a good case study design cannot be over-emphasized. As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end. If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more. Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design. With Visme’s document generator, you can create PDFs, case study presentations , infographics and more! Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully. 12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment. One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact. Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more. This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback. The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility. This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos. If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality. Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF. In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study. With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically. You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company. 13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers. David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth. As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales. This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information. At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services. However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming. To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times. 14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through. At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams. Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds. With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them. Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story. Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project. From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional. The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors. Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally. 15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers. Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program. After exploring their options, Cents of Style decided on LeadDyno. LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts. Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging. As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%. LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies. A well-placed CTA offers them a direct path to learn more and take action. LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks. Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more. Still have more questions about case studies? Let's look at some frequently asked questions. How to Write a Case Study? Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service. Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer. Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design. Craft a compelling headline: Include figures or percentages that draw attention to your case study. Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon. Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos. Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups. What Are the Stages of a Case Study? The stages of a case study are; Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target. Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements. Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study. Publication & Distribution: Publish and share your case study on your website, social media channels and email list! Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team. What Are the Advantages and Disadvantages of a Case Study? Advantages of a case study: Case studies showcase a specific solution and outcome for specific customer challenges. It attracts potential customers with similar challenges. It builds trust and credibility with potential customers. It provides an in-depth analysis of your company’s problem-solving process. Disadvantages of a case study: Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses. It relies heavily on customer cooperation and willingness to share information. It stands a risk of becoming outdated as industries and customer needs evolve. What Are the Types of Case Studies? There are 7 main types of case studies. They include; Illustrative case study. Instrumental case study. Intrinsic case study. Descriptive case study. Explanatory case study. Exploratory case study. Collective case study. How Long Should a Case Study Be? The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies What Is the Difference Between a Case Study and an Example? Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios. Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts. Where Can I Find Case Study Examples? You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field. If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader. Get More Out Of Your Case Studies With Visme Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales. Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time. There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals. Easily create beautiful case studies and more with Visme Trusted by leading brands Recommended content for you: Create Stunning Content! Design visual brand experiences for your business whether you are a seasoned designer or a total novice. About the Author Home › Insights › Case Studies › Case Study: Optimizing Financial Management – A Labor Union’s Third-Party Accounting Transformation Case Study: Optimizing Financial Management – A Labor Union’s Third-Party Accounting Transformation Download a PDF of this case study Executive Summary The Labor Union had several turnovers within their accounting department, causing them to fall into trusteeship due to their financial mismanagement. Withum’s Outsourced Accounting Systems and Services (OASYS) team intervened, rectifying the accounting records and paying overdue bills, transitioning their accounting system to a cloud-based platform and introducing an online bill payment system. What began as an urgent reconstruction task evolved into a routine monthly upkeep of their accounting and financial operations. Client Challenges A Local Union in the Midwest had several turnovers within their accounting department. The Union’s Treasurer, lacking accounting experience, attempted to assume the role, but International supervision and trusteeship could not be avoided. Since there was no accounting department, bills were unpaid, financial reports and the accounting system were inaccurate and a budget wasn’t being developed nor tracked. Strategic Approach And Solution Withum’s OASyS team came in on-site at the Local and helped them print checks for bills that were the most pressing (for example: rent). Withum implemented an online bill payment platform, moved their accounting system from QuickBooks Desktop to QuickBooks Online, and did a reconstruction of the accounting records for the period they were missing and got them up to date. With the Union’s reports now accurate, the trustees were able to examine the Local’s true financial situation, allowing for proper management of the Union. We were retained to do ongoing monthly maintenance of the accounting and finance functions so that everything remains clean, accurate and up-to-date. The Results, ROI Through Withum’s involvement and the implementation of key solutions, the labor union experienced a significant transformation in its financial management: Seamless Operation of Accounting and Finance Functions By leveraging Withum’s expertise and solutions, the Labor Union does not have to worry about turnover or the need for continuous training of new personnel. This allowed the Union leaders to redirect their focus on representing their members and growing the Union, rather than investing time and resources into staffing and managing an in-house accounting and finance department. Establishment of Online Bill Pay With Withum’s assistance in implementing the online bill payment platform, trustees can sign checks from anywhere instead of having to be on-site. This streamlined the payment process, boosting efficiency and ensuring timely bill settlements. Overall, the Labor Union saw tangible improvements in financial stability and efficiency through Withum’s assistance. This collaborative approach provided them with the necessary tools and support to effectively manage their financial responsibilities. For more information, please contact a member of our team. Glazier to Union Leader: An Interview With Trailblazer Madison Hull In celebration of Women’s History Month, Withum’s Multiemployer Benefit Plans and Labor Unions Service Partner, Jessica Roster, had an insightful conversation with Madison Hull, the Director of Service and President […] Labor Unions Focusing on all the areas of your labor union’s operations can hold many challenges. Government regulations are continually changing and keeping pace with those changes while having your members’ best […] Outsourced Accounting Systems and Services (OASyS) As your business grows, you want to focus on your growth and clients while having solid financial management in place. This is where outsourced accounting systems and services (OASyS) and […] Search Withum.com Academics Overview Degrees and Majors Continuing Education Pollak Library Academic Advisement Course Catalog Admissions & Aid Office of Admissions Financial Aid For First-Time Freshmen For Transfer Students For Graduate Students For International Students Campus Tour Student Life Student Affairs Housing and Residential Engagement Financial Resources Academic Resources Student Services Health and Wellness Join a Club Campus Dining Career Center CSUF Overview Diversity, Equity and Inclusion Campus Calendar Business and Economics Communications Engineering and Computer Sciences Health and Human Development Humanities and Social Sciences Natural Sciences and Mathematics President’s Office Academic Affairs Administrations and Finance Human Resources, Diversity and Inclusion Information Technology University Advancement Emergency & Wellness Campus Police Emergency Information Student Health Center Student Wellness / Counseling Services Title IX Reporting Services & Supplies Titan One-Stop Shop Associated Students, Inc. 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Ivey Publishing, one of the world’s foremost academic publishers, reported that a case study developed by Cal State Fullerton  College of Business and Economics  Management Professor  Atul Teckchandani was the bestselling case study of the 2023-24 academic year. The case study, “ People First Inc.: A Star Employee But a Terrible Manager ,” envisions a management consulting company in which a star employee has been promoted, but they fall short as a manager. Understanding the importance of and assessing emotional intelligence and psychological safety, and considering how employees and managers can navigate transitions from employee to management are some of the learning objectives undergrad and graduate business students achieve when their instructors incorporate this case study into their classes. We sat down with Teckchandani to discover more about the case study and its impact. Read more in CSUF Business News . Contact: Daniel Coats [email protected] Cookies on GOV.UK We use some essential cookies to make this website work. We’d like to set additional cookies to understand how you use GOV.UK, remember your settings and improve government services. We also use cookies set by other sites to help us deliver content from their services. You have accepted additional cookies. You can change your cookie settings at any time. You have rejected additional cookies. You can change your cookie settings at any time. Why the Management: Practitioner Programme worked for me Ministry of Defence policy advisor Nazia Lodhi says she learned from peers across government while on the Civil Service Management: Practitioner Programme. Nazia Lodhi, Ministry of Justice “Management can be taught,” says Nazia Lodhi, (pictured), a senior policy advisor for the Armed Forces Pensions Schemes at the Ministry of Defense (MoD). The team leader and chair of the MoD Civilian Muslim Network was among the first civil servants to do the Management: Practitioner Programme which was launched in 2023. Her experiences on it convinced her that anyone can learn to be a better manager and that good management is most definitely a skill that can be taught. Practical sessions “The programme was a great learning curve,” she said. “Learning was not just from books and theories but also from practical sessions and learning from other people’s experiences too. It was so valuable to get the chance to learn from peers across government in different departments as well.” The Management: Practitioner Programme supports experienced managers, of any grade, to get the skills, knowledge and networks they need. The programme consists of three modules, each lasting approximately five weeks and featuring real-life, relatable Civil Service leadership scenarios. A fourth module includes continued learning post programme.  Nazia’s varied career has spanned the NHS where she worked as a cross-matcher for heart transplants and the Home Office where she was an asylum caseworker. Now, at the MoD, she manages a team which has traditionally had a high level of staff turnover. For that reason, she says motivating her staff is a priority - and she does that by demonstrating her own passion for their work in the way she conducts herself. Encouragement to future participants “My experience about being on the programme is that it’s very worthwhile. “If somebody was thinking about doing it,  I would start off by telling them they should definitely go for it.” Get full details about the Management: Practitioner Programme and other management courses. Updates to this page Is this page useful. Yes this page is useful No this page is not useful Help us improve GOV.UK Don’t include personal or financial information like your National Insurance number or credit card details. To help us improve GOV.UK, we’d like to know more about your visit today. Please fill in this survey (opens in a new tab) . Transforming the customer experience through digital innovation Enhancing asset management . Kennards Hire, a leading Australian family-owned supplier of hire equipment and workforce services, has taken steps to meet increasing business demands. With over 1,600 employees and a fleet of 120,000 assets, the company sought a solution to better track and manage their equipment across customer sites. Angus Kennard, from Kennards Hire, emphasized the need to add value by ensuring reliable equipment availability where customers need it. The company aimed to deliver on their service promise and make their customers’ jobs easier.  To achieve this, they implemented a solution that provides greater visibility and insight into their asset fleet while it operates on-site. The move toward enhanced asset management reflects Kennards Hire’s commitment to delivering exceptional service and improving the overall customer experience. Telstra Purple - Kennards Hire Case Study Kennards Hire: transforming asset management: Video Transcript [Title] Taking hire higher with digital innovation. Telstra Purple and Kennards Hire. [Angus Kennard, Kennards Hire] Kennards Hire is a leading family owned rental business, that spans across Australia and New Zealand. With more than one hundred and eighty-five sites and seventeen hundred employees. So the business challenges that we had was ensuring that we're adding value by having reliable equipment, available equipment where and when our customers need it and delivering on our service promise to make our customers job easy. Easy Track is a collaboration between Kennards Hire expertise in our industry and Telstra Purple who are experts around technology and a platform. And they are able to help us create a bespoke solution to change the way not only we work, but how our customers work on site more efficiently. [Mitch Hirsch, IT Architecture and Strategy Manager, Kennards Hire] The solution we co-created with Telstra purple is a hyper IoT platform, that really allows our employees to get greater near real time insights into the large mixed fleet of assets that we had here at Kennards Hire. So having an agnostic edge allows us to bring in telemetry from a large mixed fleet of assets, whereas traditionally, this data was distributed amongst a number of platforms. [Text on screen] User-centred design empowering employees. [Mitch Hirsch] It really allows our staff to serve our customers more efficiently. It gives them near real time insights into the operational state of the assets that are out on hire. Things such as Is it low on fuel, is it overheating and these can be turned into actionable alerts that could be sent to our staff at the branch or even our call centre that operates 24/7. [Angus Kennard] Easy Track has helped Kennards Hire achieve growth through better utilization of our assets. Creating a better experience on site because we get greater visibility. [Text on screen] Digital innovation unlocking new value. [Angus Kennard] And it's opened up new revenue streams because we can manage other services like fuel management and wastewater management. Our collaboration with Telstra Purple has enabled us to move from being more than just a hire company. To being a solution and service provider to help our customers achieve greater efficiency, greater safety and environmental performance. [Text on screen] Improved safet and environmental performance. [Mitch Hirsch] The agnostic edge really allows us to integrate with other devices and vendors out there on the market. One of them is the Telstra Track and Monitor solution which includes Bluetooth tags that we can install in some of the smaller tools we have here at Kennards Hire. This can allow us to get some data points above and beyond location. Things such as trigger time and can flow into predictive maintenance and service schedules. [Angus Kennard] We think we've just scratched the surface when it comes to Technologies and enabling that for the future and we say Telstra Purple really helping us to make that easier for ourselves and our customers for the future. [Logo] easytrak [Logo] Telstra Purple Revolutionising the rental environment In partnership with Telstra Purple, Kennards Hire needed to address a number of key issues that were deemed critical to the ongoing success of its enterprise. The complicated hiring experience was uncovered as a key obstacle to customer and employee satisfaction. Kennards receives approximately 10,000 inbound calls and makes approximately 3,000 outbound calls, in order to manage more than 3,200 hires across 180+ branches every day. The lack of visibility of an asset's location and its performance while operating on customer sites, was also a key factor in creating a solution to improve the experience for customers and employees alike. Addressing these factors would not only aim to rectify the complexity of the hiring experience but was also imperative to delivering on Kennards Hire’s service promise. A bespoke digital platform to monitor asset performance Telstra Purple and Kennards Hire worked collaboratively with their team in an agile environment, to design and deploy Easytrak - a bespoke IoT solution to monitor the location and performance of each asset. Easytrak is a hyper IoT platform built and deployed on Microsoft Azure which aggregates data inputs from vehicles, sensors on plant equipment, wearables, and environmental sensors. As part of the process Telstra Purple and Kennards Hire: collaborated within an agile environment to accelerate application development. co-created a unified asset tracking system enabling faster and more efficient asset management using predictive analytics, predictive maintenance, remote monitoring, and operational intelligence. designed and deployed a digital platform for Kennards Hire’s operations team to monitor and interact with assets. The platform raises required alerts and notifications about the assets and provides data visualisation for live data flowing from the devices alongside the data from the Kennards Hire Enterprise Resource Planning (ERP). In essence, the solution enables an asset to continuously transmit operational and environmental data into a centralised digital platform that monitors and manages equipment usage, location, and operational conditions. This data is processed providing insights to branch staff, call centres, and customers, and integrates the ERP system. Easytrak allows our staff to serve our customers more efficiently. It gives them near real-time insights into the operational state of the assets that are out on hire... things such as: is it low on fuel, is it overheating, is it moving outside of working hours? These can be turned into actionable alerts that are sent to our staff at the branch or even our call centre that operates 24/7. Mitch Hirsch IT Infrastructure Manager - Kennards Hire Related solutions and capabilities Microsoft azure. Our strong alliance with Microsoft is helping enhance digital transformation and deliver lasting change by empowering and connecting businesses across Australia. IoT Solutions Deliver real business value with Telstra's range of complete IoT solutions that can help you improve your productivity, speed up processes and enhance your customer experience. Business Apps Make operations more efficient by replacing manual processes with digital workflows. Equip your people to learn, coordinate and collaborate better, even on the go. Contact an expert about our IoT solutions Work better and smarter in more places. At Telstra we recognise and acknowledge the existing, original and ancient connection Aboriginal and Torres Strait Islander peoples have to the lands and waterways across the Australian continent. We pay our respects to the elders past and present. We commit to working together to build a prosperous and inclusive Australia . Major Housing Nonprofit Turns to Xerox for Managed IT Services – And Grows Its Capacity to Serve At-Risk People “We’re proud of the work we’re doing with this wonderful nonprofit. They’re doing so much good work in the community – and with Xerox’s Managed IT Services, their work gets easier, more efficient, and impactful. With a strong IT backbone in place, they can grow and do more to serve at-risk people.” About the Client Major East Coast-based nonprofit with more than 15 geographically dispersed locations, the organization supports individuals with housing, medical, and legal support services. Case study overview When a major American nonprofit started growing at a record rate, the organization’s IT resources rapidly proved insufficient in the face of this increased demand. All too quickly, these challenges started to impact their critical mission: to serve people with safe housing, legal resources, much-needed healthcare, and other services. But where to begin? The team already had a good IT department – but they were working at capacity and staffing up wasn’t feasible cost-wise. Add in aging infrastructure and processes that needed modernization, and it was clear that Managed IT Services was the winning strategy. Our experts were excited to step in and provide that Managed IT Services solution set: external experts, including two virtual Chief Information Officers, dedicated to getting the organization’s IT infrastructure, processes, software and results back on track. As part of our initial onboarding, our team formally reviewed every aspect of the nonprofit’s information technology approach. Three core focus areas emerged: Costumer Service As the nonprofit’s locations and clientele doubled, helpdesk tickets piled up. Without a triage system in place, there was no easy way to address issues according to severity. That translated to unacceptable levels of downtime, compliance risk, and potential reputational impact. By implementing a tiering system, our team was able to reduce this nonprofit’s downtime to a third of what it was – and eliminated their risk of federal fines for unacceptable downtime levels, a consequence for recipients of government funding. A private chat space between our IT experts and the nonprofit’s IT team served as an open line of communication to quickly review and address cases – especially those incidents that were taking too long to close. A substantive look at security vulnerabilities resulted in 24-hour monitoring and management, including additional hardening against attempted intrusions. In particular, we focused on shoring up the organization’s endpoint protection, ensuring that no matter where staff logs in, powerful security measures safeguard their work, personal client information, and other proprietary data. A more sophisticated layered approach to security has meant greater confidence in the organization – and makes compliance with cybersecurity insurance requirements much simpler. Infrastructure and Software From experience, we knew it’s much easier to achieve efficiency and maintain security with equipment that’s modern, fast and capable. That’s why we began with refreshing equipment that included laptops, desktops, wireless access points, and firewalls. By implementing higher-speed connections and automated failover for VPN, we ensured that staff can always access the best possible Internet connection. Onsite clean-out exercises ensured that physical equipment met the right standards, any needed repairs were completed and even small details – like neatly organizing tangled cables – were addressed. We’re now updating and virtualizing servers to minimize the nonprofit’s footprint and improve its resilience in the event of a disruptive incident or disaster. What's Next? We’ll use continuous evaluation through gap analysis that examines the current state against an industry-standard ideal to ensure that, as the nonprofit grows, its IT can keep pace. Gear icon with connectors flowing off to the left The Challenge An overwhelmed helpdesk with no triage system in place Aging infrastructure and software that left staff frustrated Security vulnerabilities that could potentially compromise staff and client information Lightbulb icon The Solution A Managed IT Services solution that included two virtual Chief Information Officers and an always-on team of experts Implementing a tiering system for helpdesk requests and opened a private chat space between the organization’s IT team and Xerox experts to quickly manage issues together 24-hour security and monitoring, along with additional hardening to safeguard proprietary information, personal data, and staff work Refreshed equipment, including laptops, desktops, wireless access points and firewalls – plus led onsite cleanout efforts to repair and update physical assets Graph trending upwards, with a gear above it The Results Cut helpdesk downtime by two-thirds and radically reduced compliance risk and the potential of reputational impact Increased compliance with cybersecurity insurance requirements and enhanced confidence of staff and clients in the organization’s multilayered approach to security Ensured consistent staff access to reliable high-speed Internet through better connections and automated failover for VPN, improving productivity Download the case study as a PDF Follow us on LinkedIn to stay up to date on all the latest from Xerox ⁠— including news, innovation, and big announcements. End-to-end IT Services and Solutions We offer 24/7/365 IT support services for your small business or medium business with a personalized suite of IT solutions. Related Articles 2024 BLI Pacesetter Business Service Awards Discover how Keypoint Intelligence — Buyers Lab, Inc. (BLI) acknowledged our software's prowess in workflow automation, personalization, content management solutions, and digitization services. Game Changers: Leveraging Technology for Your School's Esport Success Whether you’re interested in launching an esports program or looking to update your existing program for next-gen experiences, this one-hour webinar is where you can get your questions answered. AI Isn’t Going to Take Your Job Discover how AI, in the hands of human experts, revolutionizes client experiences by addressing pain points and unlocking opportunities to deliver greater value. 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We will keep you up-to-date with the latest trends and technologies. 1-800-275-9376 ext 947 Xerox ® IT Services Contact Request For more information about xerox ® it services and all the ways we can support your business, please provide your information below and a xerox representative will contact you.. Thank you for your inquiry. A Xerox representative will contact you shortly. Creative Management Advertising Measurement Identity Resolution Sell-Side Solutions Innovid Harmony Case Studies Fundamentals of CTV Reimagine TV Advertising Converged TV Measurement Social Responsibility Privacy Policy Terms of Use Innovid Launches First Holistic Frequency Management Solution to Optimize Campaigns Across CTV & Digital Advertising Harmony Frequency Automates Global Frequency Intelligence to Reduce Ad Waste, Strengthen Campaign Effectiveness, & Improve Viewing Experience  NEW YORK, July 31, 2024 – Innovid (NYSE:CTV), an independent software platform for the creation, delivery, measurement, and optimization of advertising across connected TV (CTV), linear, and digital, today announced the launch of Harmony Frequency, the first holistic frequency management solution for CTV and digital advertising. Harmony Frequency provides DSPs with frequency intelligence across a brand’s entire media portfolio before they bid, reducing ad waste, strengthening campaign effectiveness, and improving the viewing experience. This is the latest product innovation from Innovid’s Harmony initiative , aimed at optimizing the CTV and digital ecosystem.  Controlling how often an ad is seen is a critical component of successful campaigns, and current methods of frequency capping are siloed. Until now, advertisers and media providers have had to define caps on a one-to-one basis – one frequency cap per publisher or DSP platform. This lack of unified insights leads to impressions being shown repeatedly to the same audiences. Powered by Innovid’s ad server, which sees every impression, publisher, platform, device, and household, Harmony Frequency offers holistic frequency intelligence across digital advertising. The solution provides rich data signals to DSPs integrating frequency management insights directly into programmatic buying strategies before the bid is made. As a result, advertisers reduce wasted spend by preventing overexposure, maximize budgets by reallocating spend to underexposed households, and improve the viewing experience by eliminating ad fatigue.  Closed beta tests for Harmony Frequency began earlier this month with leading DSPs, including Yahoo DSP.  Earlier this year, Innovid launched the Harmony product suite to optimize advertising at the infrastructure level to improve efficiency, enhance transparency and control, reduce carbon emissions, increase ROI, and provide better viewing experiences for all. Harmony Frequency is the latest innovation to help realize these goals by shifting frequency management from the final mile to the starting line, integrating insights directly into the programmatic buying strategy.  Adam Roodman, SVP of Product Strategy & Management, Yahoo: “Harmony Frequency provides an in-the-moment view of campaign frequency across advertisers’ digital channels, helping to close the gap between understanding and action. As the media landscape continues to fragment, automated, holistic frequency capping will play a crucial role in campaign effectiveness. We’re excited to bring this offering to our Yahoo DSP advertisers in an effort to help make their campaigns run more efficiently.”  Jason Trubowitz, SVP, Media & Measurement, ANA:  “The ANA supports all efforts to break down walls to bring real-time, transparent intelligence to buyers and sellers for better CTV viewing experiences.” Zvika Netter, CEO & Co-Founder, Innovid:  “As viewers, we know all too well that seeing the same ad over and over again leads to creative burnout and annoyance with the brand and the platform or app it was delivered on. As a trusted tech platform for the world’s largest advertisers , we also know how overexposure leads to waste, hurts performance, and damages brand reputation. With Innovid’s universal view of the CTV and digital ecosystem, we are the thread that ties it all together – we can and have solved frequency management. Harmony Frequency is a testament to our commitment to innovation and our dedication to improving the efficiency and effectiveness of CTV and digital advertising for all.”  About Innovid Innovid (NYSE:CTV) is an independent software platform for the creation, delivery, measurement, and optimization of advertising across connected TV (CTV), linear, and digital . Through a global infrastructure that enables cross-platform ad serving, data-driven creative, and measurement, Innovid offers its clients always-on intelligence to optimize advertising investment across channels, platforms, screens, and devices. Innovid is an independent platform that leads the market in converged TV innovation, through proprietary technology and exclusive partnerships designed to reimagine TV advertising. Headquartered in New York City, Innovid serves a global client base through offices across the Americas, Europe, and Asia Pacific. To learn more, visit https://www.innovid.com/ or follow us on LinkedIn or X .  Press Contact Megan Coyle [email protected]   Recommended Knowledge How marta GmbH boosted website visits by 400% with InnovidXP How marta GmbH Leveraged InnovidXP To Cut Cost Per Lead By 70% & Boost Website Visits By 400% New Case Study: Mattress Company Awakens Powerful TV Advertising Performance With InnovidXP Want to Learn How We Can Make Your Advertising Easier? 446 IMAGES SOLUTION: Project Management Case Study Example Human Resource Management Case Study With Solution Case Study In Financial Management With Solution How to Create a Case Study + 14 Case Study Templates This infographics presentation presents the Tips for writing a Calaméo VIDEO Case study Management Report Shouldice Hospital Management (abridged) Case Solution Castrol Previous Question Paper analysis| Case Study| Management Principles & Applications| SOL the 1 skill you need for case study interview #businessanalyst #tech #shorts Case Study Session COMMENTS Top 40 Most Popular Case Studies of 2021 Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT's (Case Research and Development Team) 2021 top 40 review of cases. Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT's list, describes the company's ... Case Selections HBS Case Selections. Get the perspectives and context you need to solve your toughest work problems with these immersive sets of real-world scenarios from Harvard Business School. Case Study: When Two Leaders on the Senior Team Hate Each Other Summary. In this fictional case, the CEO of a sports apparel manufacturer is faced with an ongoing conflict between two of his top executives. Specifically, the head of sales and the CFO are at ... Case Library Welcome to the Case Library, Management Consulted's repository of over 600 cases, organized by firm, difficulty, and subject matter. Right now, you're looking at the Limited Case Library, a free version that lets users see one whole case and preview another. If you should have access to the whole course, but are seeing this page, please log ... Cases The Case Analysis Coach is an interactive tutorial on reading and analyzing a case study. The Case Study Handbook covers key skills students need to read, understand, discuss and write about cases. The Case Study Handbook is also available as individual chapters to help your students focus on specific skills. Case study for MBA with Solved Examples Prepare for B-school admission rounds, with these MBA case study examples. It is common for B-schools to incorporate a case-based discussion in the group exercise round or give a case study in a personal interview. So, here we have presented two popular MBA case study examples, with analysis and solution. Management Case Studies with Solutions The collection consists of case studies on a wide range of companies and industries - both Indian and international. ICMR is involved in business research, management consulting, and the development of case studies and courseware in management. ICMR also provides knowledge process outsourcing services to international clients. Top 40 Cases of 2018 Cases published in 2018 on the top 40 list included Marina Bay Sands Hotel (#13), AgBiome (#18), Canary Wharf (#20), Mastercard (#21), and Peabody Museum (#35). Both the Marina Bay Sands and Peabody cases were featured in major student competitions in 2018. The cases on the Top 40 list represent a variety of different business disciplines, as ... Project Management Case Studies Our collection of featured case studies highlights how organizations are implementing project management practices and using PMI products, programs or services to fulfill business initiatives and overcome challenges. Manufacturing 25 July 2024. Lean Management Case Studies Library The following case studies of lean management principles in action show you how a variety of real businesses solved real business problems under diverse conditions. We've arranged the stories in 16 categories to help you find the examples you need. There is some overlap. For instance, a "Lean Manufacturing" case study may also appear with ... Case collection: MIT Sloan School of Management Collection contact. For any queries related to the MIT Sloan School of Management case collection, please contact: Cate Reavis. e [email protected]. t +1 617 253 3673. Browse the case collection Browse prize-winning cases Browse MIT SMR articles. Case Study Samples: Video Examples With Answers These case studies represent cases across firm styles (McKinsey, Bain, BCG, Deloitte, & more), including interviewer-led and interviewee-led (candidate-led) cases. The video examples demonstrate the nuances of the virtual case interview and include feedback from an MBB coach. The sessions feature consultants or consulting candidates. Top 15 Project Management Case Studies with Examples A project management case study is a piece of content that highlights a project successfully managed by the organization. It showcases the challenges that the organization faced, the solutions adopted, and the final results. Keep reading in order to explore examples of successful project management case studies. Top 15 Project Management Case ... Case Studies Undaunted by global disruption, a logistics company embraces bold transformation. December 2, 2022 -. ECU Worldwide, one of the largest less-than-container-load shipping companies in the world, chose to innovate during the COVID-19 pandemic, working with McKinsey to become tech enabled and revamp its organizational structure. Management Accounting Here you can download a number of additional case studies to help you in your studies of Management Accounting. These are available in either Microsoft Word or Adobe PDF formats. Lecturers: Solutions and Teaching Notes to accompany these additional case studies are available from the Lecturer Centre of this OLC. Case 01 - Leisure centre, NPV ... 15 Real-Life Case Study Examples & Best Practices A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution. Case studies are an effective way to showcase the value of your product or service to potential customers without overt ... Case Study: Optimizing Financial Management The Withum's OASyS team came in on-site at the Local and helped them print checks for bills that were the most pressing (for example: rent). Withum implemented an online bill payment platform, moved their accounting system from QuickBooks Desktop to QuickBooks Online, and did a reconstruction of the accounting records for the period they were missing and got them up to date. Business Professor Helps Students Develop Management Strategies With The case study, "People First Inc.: A Star Employee But a Terrible Manager," envisions a management consulting company in which a star employee has been promoted, but they fall short as a manager. Understanding the importance of and assessing emotional intelligence and psychological safety, and considering how employees and managers can ... Why the Management: Practitioner Programme worked for me Her experiences on it convinced her that anyone can learn to be a better manager and that good management is most definitely a skill that can be taught. Practical sessions "The programme was a ... Kennards Hire transforming asset management To achieve this, they implemented a solution that provides greater visibility and insight into their asset fleet while it operates on-site. The move toward enhanced asset management reflects Kennards Hire's commitment to delivering exceptional service and improving the overall customer experience. FS Community FS Community Managed IT Services Non-Profit Case Study Case study overview. When a major American nonprofit started growing at a record rate, the organization's IT resources rapidly proved insufficient in the face of this increased demand. ... (BLI) acknowledged our software's prowess in workflow automation, personalization, content management solutions, and digitization services. Learn more. AI ... Innovid Launches First Holistic Frequency Management Solution The solution provides rich data signals to DSPs integrating frequency management insights directly into programmatic buying strategies before the bid is made. As a result, advertisers reduce wasted spend by preventing overexposure, maximize budgets by reallocating spend to underexposed households, and improve the viewing experience by ... #SIPAUC 2024 NTT DATA with OIT Case Study Session Case Study There's No Such Thing as an IT Project This presentation explores the critical role of human behavior and organizational change management (OCM) in the success of IT projects. It emphasizes the importance of understanding human reactions to change and integrating OCM to improve citizen interactions with government services. essay homework paper phd review speech study thesis