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How to Create a Case Study + 14 Case Study Templates
Written by: Brian Nuckols
When it comes to high impact marketing content, case studies are at the top of the list for helping show off your brand’s stuff.
In this post, I’ve put together a few high-level case study design tips as well as 14 professionally designed case study templates that you can use to start designing beautiful case studies today.
Let’s begin!
Here’s a short selection of 12 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below:
What is a Case Study?
A case study is a way for you to demonstrate the success you’ve already had with existing clients. When you create a case study, you explore how previous clients have used your product or service to reach their goals.
In particular, a case study highlights a specific challenge or goal one of your clients was struggling with before they discovered your product.
It then demonstrates how your work has assisted them on the journey towards overcoming the challenge or accomplishing the goal.
A case study’s outcome is typically to share the story of a company’s growth or highlight the increase of metrics the company tracks to understand success.
The case study includes an analysis of a campaign or project that goes through a few steps from identifying the problem to how you implemented the solution.
How to Write a Case Study
When it comes to adding irresistible design to your content from the start, using a helpful tool is a great start. Sign up for a free Visme account and start highlighting your own client success stories using one of our case study templates today.
Also, while you’re beginning to transition your case study workflow to include a professional design tool, it’s helpful to review some high level principles you can incorporate into your case study.
We’ll start by reviewing some of the critical style tips and structural elements to include in your case study before progressing to a more detailed design section.
Pinpoint Your Main Message
When designing an impactful case study, it’s essential to stay clear on the metrics that you’re highlighting. The process of overcoming business challenges is a dynamic process with many moving parts.
If you do not stay focused on what matters in your case study, you risk obscuring the big win your client experienced by using your product or service.
This is why you need to focus on a single message or metric. This is often called the north star metric .
The north star metric is the single most crucial rate, count or ratio that helped your client move closer towards their goals or overcame an obstacle.
While north star metrics are context dependent, a useful heuristic you can utilize is to figure out the most predictive metric of your client’s long term success.
In the template I’ll highlight below, cost per lead was the north star metric that The College for Adult Learning needed to optimize.
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Use Emotionally Rich Language
Recently researchers at Presado did an interesting study to understand the types of language that help readers take action. They broke the content included in marketing assets into several categories, including functional, emotional and descriptive.
In the most successful pieces of content, the researchers found that emotionally coded words were present in 61% of the content’s total volume.
This research shows the benefit of using emotionally engaging content in your case study. While it’s essential to focus on the concrete evidence of how you helped your client get from where they started to a successful outcome, do not forget to highlight the emotional journey.
Use Data For Concrete Evidence
Once you’ve decided on the north star metric to highlight and you choose the emotional response you want to reinforce in your case study, it’s important to use actual data from the project to share the concrete results your product helped to achieve.
To make sure your audience can follow your line of thinking, make sure the data in your case study is precise. If you track data across time, your readers must know whether you chose to track by month or years.
If there are any apparent trends, you can use color to highlight specific areas in a chart.
If you want to dig deeper into using data to tell compelling stories, check out our video data storytelling tips to improve your charts and graphs.
In the template below, The College for Adult Learning case study is an excellent example of how these elements can work together.
Cost per lead was a critical north star metric, so we chose to emphasize the increase in revenue and a decrease in cost per lead.
Additionally, the background section uses emotionally rich language by highlighting how the school helps students get ahead with their career goals. Also, the factual data is the centerpiece of this page in the case study.
If you’re ready to share how you impacted a client, use the College for Adult Learning case study template right now!
Include All Necessary Parts of a Case Study
After you’ve interviewed your client and you’re getting ready to start writing, it’s important to remember each piece you need to cover.
All good case studies consist of five parts: Introduction, Challenge, Solution, Benefit and Result.
While you don’t necessarily need to label each section like that, be sure that the flow makes sense and covers each section fully to give your audience the full scope of your case study.
RELATED: 15 Real-Life Case Study Examples & Best Practices
14 Case Study Templates
Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme.
1. Fuji Xerox Australia Case Study Template
Use the Fuji Xerox case study template to showcase the concrete results you achieved for your clients. It has sections where you can explain the goals you started with and the results you achieved.
2. College for Adult Learning Case Study Template
As we’ve explored already, the College for Adult Learning template has sections where you can embrace a data driven storytelling approach while also connecting with your audience using emotionally rich language.
Utilize the professionally designed business case study to connect with your audience.
3. Intel Case Study Template
The Intel case study has beautiful visual elements and gives you space to share the project’s context and the goals you set out to achieve. It also allows you to get concrete with the results you achieved.
You can always use the Visme Brand Kit to incorporate your unique brand colors into this stunning design.
4. Bit.ly Case Study Template
Bit.ly is a marketing product that helps brands track how they are doing with campaign results. The bit.ly business case study template showcases how they drove impressive results for an eCommerce business.
You can modify the professionally designed case study template to illustrate the key results you drive for your clients.
5. NVISIONCenters Case Study Template
The NVISIONCenters case study template is an excellent example of how powerful it is to pair beautiful designs with the results you generate for your clients. In this case study, we see how you can transform your past accomplishments into a powerful marketing asset.
6. Adobe Case Study Template
The Adobe case study is an exciting example of a business case study because it does a great job illustrating how you can use a specific result to create a powerful marketing asset.
Adobe had a particular goal of branding to position itself as a leader for the future of digital marketing. LinkedIn sponsored messages was an effective tactic to drive the outcome Adobe needed.
You can use the Adobe case study template to demonstrate the success of your most effective tactics.
7. Inkjet Wholesale Case Study Template
The Inkjet wholesale case study template is an excellent choice if you want to experiment with your case study’s visual element. The roadmap to objectives diagram is a powerful graphic that illustrates the journey of a successful campaign.
8. Neutrogena Case Study Template
If you have a strong visual brand to tell your case study’s story with visuals, the Neutrogena template is a great choice. It is already designed with plenty of space to highlight your visuals.
When it is all said and done, you have the results section to complete a successful client partnership story.
9. Weebly Case Study Template
The Weebly case study template is your choice if you want to add visual flair to your case study. The beautiful layout is a testament to the power of pairing minimal design with an exciting statistic.
10. Patagonia Case Study Template
The Patagonia case study is a perfect example of how crucial it is to make design choices based on your brand’s unique personality.
It is a fantastic choice if you have a project to showcase featuring a brand with a distinct brand aesthetic.
11. Think With Google Case Study Template
The Think With Google case study template tells the story of a mobile game that needed to create more engagement on their app.
It is a visually impactful case study design template that you can use to tell a compelling story about your results.
12. Kleenex Case Study Template
This case study template is the perfect way to show off search marketing results for a client or other highly specific KPIs that you managed to accomplish.
Insert the initial challenge followed by your company’s solution and adjust the included data visualization tools to showcase your specific results.
13. Customer Experience Presentation Case Study Template
The presentation case study template is an excellent choice for blending beautiful visual elements with the ability to give detailed information about the results you generated, as well as showcasing that data in a unique format.
If you are ready to show how the unique features of your product or service drove real world business results then it is a good choice for your case study.
14. Webinar Presentation Case Study Template
One small business saw incredible results when using Visme to optimize their webinar workflow. They saved 100 hours of their precious time by incorporating our collaborative design tools.
We designed the small business template using those results as an example. When you have an eye catching effect to showcase to your audience, you can use this template as a starting point.
Case Study Design Tips
Now that we’ve explored the 14 templates you can use with Visme to create your case study, let’s take a look at some practical design tips that will take your content to the next level.
Be Brief In Your Case Study
In discussions about writing with style, brevity is a common topic. However, it’s also an important design principle.
Brevity in design is when you find the best way to perform your intended objective in as few steps as possible.
When designing your case study, make sure you do not add extraneous visual elements where they are not needed. Instead, think of the effect you want to have on your reader and try to do it simply.
Describe Your Vision Clearly
Earlier in this article, I wrote about the north star metric, your case study’s emotional effect and using data to make the case study concrete. Your design choices should serve to reinforce these primary goals.
Clarity in design is when all of the visual elements add up to a whole.
A great example of this is in the small business case study template where the shapes, typography and color scheme all emphasize the main idea that Visme helps the reader save time.
Create A Consistent Style
Visual consistency is a fundamental design principle that you can not afford to ignore in your case study. It will help you increase readability and make sure your audience does not get frustrated with jarring visual elements.
In short, a consistent style is when you use a uniform color scheme, typography and the same kinds of visual elements throughout the case study.
Use A Case Study Template For Readability
Readability is a crucial element of design, especially for case studies that are experienced on mobile devices. Contrast is an impactful readability principle.
Make sure any contrasting colors you chose are easy on the eye and your reader does not have to strain to read your case study.
Use Proper Alignment In Your Case Study
Alignment is one of the principles of design that sets professionally designed business case study templates apart. Great designers have an intuitive eye for the mathematically based ratios of proximity invisible in sound design and an eyesore in lousy design.
The good news is that you do not have to be a mathematician nor a professional designer to have a perfect alignment for your case study. Visme utilizes an easy to use drag and drop design tool that helps you achieve proper alignment in your case study.
Let Your Brand Personality Speak
When we make intentional design decisions, we want to create a positive emotional experience for our audience. One of the best ways to do that is to make decisions that showcase your brand’s unique personality .
Is the case study you are creating like a well dressed business person who is serious, trustworthy and capable of doing a great job? Is it more like an extravert at a party bouncing from person to person lighting up the room?
There is no right answer, but you need to infuse your viewpoint into the case study you create if you want to create a unique design.
Start Designing Your Case Study Today
A professionally designed case study template will help you create a stunning case study. While reviewing some high level design strategies is an important step, a tool like Visme will help you make a real impact on your audience.
If you’re ready to create your next case study, get started with Visme today .
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About the Author
Brian Nuckols is a writer working in Pittsburgh, Pennsylvania. He enjoys communicating visionary ideas in clear, action oriented language. When he’s not working on content for a transformative company you can find him analyzing dreams, creating music, and writing poetry.
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All the space you need to spotlight your business or product’s value including success metrics in Tome’s comprehensive Case Study template.
About this template
Capture the attention of potential clients with Tome’s Case Study template, designed to highlight the heavy-hitting impact your product had. Create a compelling narrative with a look at the successful metrics and hard numbers you drove in this case study alongside eye-grabbing headlines. Fill in details about the challenge you faced, key info on the target audience or customer base, and the solution you provided with the product built. There is ample space for punchy headlines and images to further illustrate your business and/or product.
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- Checkmark Result
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Tell a powerful story
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Expert tips, what is a case study.
A case study is an in-depth look at an individual or organization. Often they’re used to show the value of a product or service with real-life examples. Your company might walk potential customers through a breakdown of your current client’s success with a particular product. That can be a compelling way to market your products and grow your business.
Case studies are often found on company websites or white papers—or presented directly to potential clients. The key is creating an easily digestible document or presentation that succinctly conveys the value of your product or service. A case study template is a quick way to craft a compelling case study that’s ready to show to clients.
How long should a case study be?
Often a case study is a written document. This is the case when it’s embedded in a white paper or another promotional document. The traditional length for these case studies is 500–1,000 words. That length can provide enough detail without overwhelming the reader.
However, your case studies don’t need to be a full-length document. Instead, consider creating a visual presentation. This format can help you create a powerful narrative that’s going to stick with your audience. After all, images and numbers are more memorable. Utilizing them within your case study can help you capture the value you’re trying to show. Try this case study template to see how compelling your case study can become.
How to write a case study
Let’s dive into how to create your own case study using this Tome template.
Write a compelling headline.
- Start with a headline that immediately tells your audience exactly what they can expect. Think of it like an email subject line. You want to convey your main message in only a sentence—that way your readers understand exactly what’s inside even if they read no further. This case study template draws attention to the headline and makes it front and center.
Give an overview of the case study.
- Next up is the overview slide. This section is an opportunity to briefly summarize the main point of the entire case study. The overview is also your chance to introduce some key stats. Adding numbers is a powerful way to show the concrete value of your products. Potential buyers can see exactly what benefits the case study client experienced.
- The Tome case study template provides you with spaces for a brief paragraph, some key numbers, and context for the stats. It’s designed to give your clients a snapshot of the entire presentation.
Introduce the client.
- After setting the stage, it’s time to explain who the client in the case study is. Outline what they do and their target customers. You might even outline the demographics of their audience. Explain some key characteristics of their business strategy and how they were performing prior to working with your company. The Tome template provides an easy way to showcase your star customer.
Present the problem.
- Your products or services are designed specifically to solve problems. No case study is complete without explaining the challenge your client faced. That perfectly sets you up to illustrate exactly how your company can solve that problem.
Detail the solution.
- Once you’ve set everything up, it’s time to address how your product met the client’s specific needs. Outline your product details and how the customer utilized each one in their own business strategy. With Tome, you can add AI-generated images that make this section more impactful.
Show the results.
- Arguably the most important part of the entire case study is the results. This slide is where you sell your product. It’s where your audience sees how your product solves real-world problems. A well-made results slide can motivate your potential buyer to try your product because they can visualize what you can do for them. The Tome template makes this section the centerpiece of your entire presentation.
End with a call to action.
- Finally, give your audience something to do. After seeing the results, they’re likely motivated. Use that momentum and drive them to convert. You might encourage them to try a demo or to get in touch with your sales team. The Tome template provides an easy way to include your team’s information.
Transform your case study with AI
A well-designed case study can be a powerful tool to build your business and sell your services. It’s a way to show a potential buyer exactly what your team offers and the results they might expect. The key is creating an effective case study presentation. To save you time, Tome provides a case study template. This template gives you these advantages:
- Powerful AI that generates text and images
- Pre-built slides beautiful typography options
- Real-time collaboration and sharing capabilities
Improve your case studies with AI from Tome. Try the template.
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16 case study examples (+ 3 templates to make your own)
I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.
Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.
To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.
What is a case study?
A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.
For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.
It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."
16 case study examples
While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.
There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.
1. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll
People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.
In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.
It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.
Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.
2. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable
This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.
It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.
Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.
3. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} EndeavourX and Figma
My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.
It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.
Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.
4. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier
Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them.
The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.
Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.
5. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI
In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.
The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed.
Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.
6. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub
GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.
To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.
Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study.
7 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful
Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.
This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content.
Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.
8 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Zoom and Asana
Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials.
It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.
Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.
9 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp
I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.
It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.
Takeaway: Be concise to provide as much value in as little text as possible.
10. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday
The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.
Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.
Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.
11. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} KFC and Contentful
I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.
Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."
Takeaway: Inject humor into your case study if there's room for it and if it fits your brand.
12. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio
Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.
It's simple, concise, and manages to fit a lot of information in easily digestible sections.
Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.
13. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Spotify and Salesforce
Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.
I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.
14. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Benchling and Airtable
Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex.
And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.
Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.
15. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Chipotle and Hubble
The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time.
Sometimes, the message is simple and short enough to convey in a handful of paragraphs.
Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.
16. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hudl and Zapier
I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.
The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.
Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.
3 case study templates
Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.
Case study template 1
If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.
Case study template 2
For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats.
Case study template 3
Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.
Tips for writing a case study
Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.
Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.
Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.
Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged.
Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.
Use automation to drive results for your case study
A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.
Case study FAQ
Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.
What is an example of a case study?
An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.
How do you write a case study?
To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.
What is the format of a case study?
While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results.
Related reading:
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Hachem Ramki
Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.
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9 Case Study Examples, Plus a Useful Case Study Template
Writing a case study can help you pitch your services to prospective clients. Learn how to write one by studying successful examples and using a free template.
If you can write a résumé, you can write a case study. Just as a résumé shows potential employers how your experience can benefit their team, a case study highlights an existing client’s success story to demonstrate your business or product’s value to prospective clients.
A compelling case study includes relevant data without overwhelming your reader, considers the customer’s perspective, and demonstrates how you handled a specific challenge.
The best way to learn how to write one is by reading a stellar business case study example.
What is a case study?
A case study is a document business-to-business (B2B) companies use to illustrate how their product or service helped a client achieve their goals. A winning case study introduces the featured client, gives a brief description of their challenge or goal, and showcases the results they achieved with your help.
Businesses that provide software, tools, or consulting services often provide case studies to potential customers trying to choose between several options.
A company’s marketing team is typically responsible for writing case studies, but if you have a small business without a dedicated marketing team, don’t worry. Anyone can write a case study, and it’s a straightforward process if you use a template.
Why should you create a case study?
A case study brings your product or service to life for future customers with real-world examples. These success stories offer tangible results. Case studies are, thus, a form of social proof , but their power goes beyond a mere testimonial or review.
Since B2B services often are expensive and require approval from multiple decision-makers, typical forms of social proof often aren't enough to convince potential customers. Business customers want to be able to share compelling data with their teams, and that’s where the case study is beneficial.
How to write a case study
- Choose a template
- Interview your client or customer
- Describe the situation
- Identify the solution
- Present the results
1. Choose a template
You don’t necessarily need a template to write a case study, but it can make the process easier—especially if you haven’t written one before or need to write several at once.
You’ll notice that most business case studies take the same general format; after inputting the basics into the template, you can add your own personal flair. (That is, your branding and voice.)
2. Interview your client or customer
The client or customer interview is the heart of the case study. Identify several current or past clients willing to chat with you about their experiences. Look for repeat customers and those who reached out independently to tell you how much they enjoyed your product or service.
A phone interview is the best way to get conversational quotes, but you can correspond via email if your subject is short on time. Not sure what to ask? When social advertising agency Biddyco interviewed the VP of Marketing at Fellow , they asked him the following questions , according to their case study:
- What were the obstacles that would have prevented you from choosing/hiring Biddyco?
- What have you found as a result of hiring Biddyco?
- What specific feature or thing do you like most about Biddyco’s services?
- Would you recommend Biddyco and why?
The goal of the interview is to better understand your client’s experience with your product or service and grab a soundbite you can use as a testimonial in your case study. If you didn’t work directly with the client, you may also want to interview someone on your team who did to get more context.
3. Describe the situation
Give context to your case study with a brief description of the client’s business and the desired outcome that led them to seek your product or service. You can follow this general formula:
[Client’s name] is a [type of business] with [unique feature]. [Client’s name] came to [your business] seeking [client’s desired outcome] while [requirement].
Here’s an example of a one-sentence situation summary in the case study for Sharma Brands ’ client Feastables:
“Feastables, a better-for-you snacks company, came to us in need of a team to take the DTC setup off their plate.”
Advertising company Adgile, which created moving billboards for the non-alcoholic aperitif brand Ghia , has a longer description in its case study that provides background on the marketplace, but the heart of it is this:
“Ghia was seeking creative ways to break through the clutter of a crowded—and big-budgeted—adult beverage market, all while managing customer acquisition cost (CAC).”
4. Identify the solution
This section can vary depending on your field. Also described as “the action,” “the work,” or “the strategy,” the solution describes the strategic insights your company brought to your client’s problem or how your customer used your product to achieve their goals.
The basic formula: [Client’s name] partnered with [your business] to [service received].
Here’s an example from email marketing software Klaviyo’s case study featuring olive oil brand Graza:
“Graza uses Klaviyo’s granular segmentation tools to send automated flows and promotional campaigns to small, targeted groups of customers based on purchase frequency.”
This section describes exactly which of Klaviyo’s features Graza used (granular segmentation) and how they used it (to send automated flows to small, targeted groups), without getting into any outcomes or results yet.
5. Present the results
This section is where you’ll win over prospective customers and build trust. The basic formula is:
[Client’s name] used [service received] to [desired outcome].
Share how your product or service positively affected the client’s business, whether that’s cost savings, more clients, or improved company culture. According to a case study from community platform TYB, the results it delivered for skin care company Dieux were as follows:
“Dieux was able to create thousands of authentic, personalized referrals ahead of its new product launch plus live out its brand promise of transparency.”
Depending on your product or service, your results may include quantifiable outcomes (like thousands of referrals), intangibles (like living out your brand promise), or both, as in the case of TYB.
Real-world examples of case studies
Sharma brands for feastables, adgile media group for ghia, meta for lulus, tyb for dieux, biddyco for fellow, outline for heyday canning, klaviyo for graza, culture amp for bombas, kustomer for thirdlove.
A great way to write a case study is to look at a sample case study—or better yet, many. You’ll notice that wildly different businesses have case studies that follow roughly the same structure, which is why we recommend using one of our free case study templates to write yours. Learn from this mix of business, design, and marketing case study examples:
Sharma Brands is a branding agency founded by Nik Sharma , “The DTC Guy.” Sharma Brands keeps its case study featuring snack company Feastables short and sweet, breaking it down into three chronological sections: the situation, the work, and the outcome.
The Sharma Brands case study is a good example of how to incorporate meaningful results without sharing actual numbers (which the client may not wish to make public) or getting into an in-depth analysis.
Instead of metrics, Sharma Brands lists the tasks it executed:
- “Successfully launched their DTC site.”
- “Simultaneously launched on GoPuff with no downtime.”
It also lists some general achievements:
- “Broke Shopify records in the first 24 hours of launch.”
- “All revenue and engagement metrics were highly exceeded.”
Adgile Media Group creates outdoor advertising by providing brands with mobile billboards. Unlike traditional outdoor advertising, Adgile also tracks the digital impact of its IRL campaigns.
Adgile’s case study featuring the non-alcoholic beverage brand Ghia is the perfect place to show off the metrics it collects, like:
- 78% homepage visit lift
- 91% conversion lift
- 82% lift on its Find Us page
- Increase in brand awareness and recall, more than 75% over the competition
Meta, the social media and digital advertising platform, does something in its case studies that every company can replicate. Instead of saving the numbers for the results section, Meta provides a brief overview near the top. This breaks up the text visually, provides a quick snapshot for anyone who doesn’t want to read the full case study, and intrigues those curious to know how they achieved those numbers.
Meta’s case study for the clothing company Lulus starts by teasing its most impressive stat:
“The women’s fashion ecommerce company compared the performance of a Meta Advantage+ shopping campaign with Advantage+ catalog ads versus its usual ad campaign setup and saw a 47% increase in return on ad spend using the Advantage+ products.”
It then presents three key figures in a visually appealing design, drawing clear attention to the impact it had on this customer.
TYB is a community platform that rewards fans for creating user-generated content . TYB’s case study for Dieux details how the skincare brand used its platform to involve customers in product testing.
It also does something small worth noting: Instead of sticking the call to action at the bottom of the case study, TYB places a “request demo” button at the top of the page. That way, anyone compelled by the results of the case study can take the next step immediately.
Advertising agency Biddyco took a unique approach to its case study for the coffee- and tea-gear company Fellow . Unlike other business case study examples that use the typical situation-solution-results format, Biddyco structured its case study as an extended testimonial, with a series of questions like, “What specific feature or thing do you like most about Biddyco’s services?”
In addition to client feedback, Biddyco also highlights a few key accomplishments under the heading “All You Really Need to Know.”
A branding studio like Outline won’t approach case studies in the same way an advertising platform like Meta would. What matters here isn’t cost per impression or ROAS, it’s how everything looks.
That’s why Outline’s case study for Heyday Canning is relatively light on words and heavy on imagery. If your work is more visual than numerical, your case study is a great place to show your behind-the-scenes process.
For example, Outline shows the label design alongside images of the cans on the shelf and provides a brief description of the design inspiration. This example shows how you can have a design-focused case study that still tells a compelling story.
Klaviyo , an email marketing software company, puts numbers front and center in its case study for the olive oil company Graza . If your product or service involves tracking metrics like email open rates, revenue, and click rates, highlight those stats in a larger font size, as Klaviyo did.
Klaviyo’s case study for Graza also shows you don’t necessarily need to fix a problem to create a great case study; you can also simply help your client achieve their goals. According to Klaviyo’s case study, Graza’s challenge was to create strong customer relationships.
How do you write a compelling case study if your service doesn’t involve tangible metrics or flashy design? For the performance management software company Culture Amp , it’s highlighting key statistics about the subject of its case study , sock company Bombas .
Like Meta and Klaviyo, Culture Amp highlights three numbers in large font. But these numbers are stats about their client Bombas, not Culture Amp’s services: “120+ employees,” “25M+ items donated,” and “$100M+ in revenue for 2018.”
Instead of showing off the results it achieved for Bombas, these numbers let prospective clients know that Culture Amp works with big, important companies on their performance management process.
Choosing a customer relationships management ( CRM ) platform is a big decision. Switching platforms—as bra company ThirdLove did in this case study from customer support platform Kustomer—can involve lengthy data migration, customization, and employee onboarding.
That’s why it makes sense that Kustomer’s case study for ThirdLove is a four-page-long PDF and not a blog post. If your case study involves a long, detailed analysis, follow Kustomer’s example and make two versions of your case study.
The first page is an executive summary, with about a paragraph each describing the challenge and results. If after reading the first page, you want to learn more, you can dive into the rest of the case study, but you don’t have to read the entire thing to get a sense of how Kustomer collaborated with ThirdLove.
Case study examples FAQ
How do you write a simple case study.
To simplify the case-study writing process, download a template. Shopify’s fill-in-the-blanks case study template can help you share your customers’ success stories in an easily digestible, well-designed format.
Why are case studies important for businesses?
For the business reading a case study, the contents can help them decide between different products or services. For the business writing the case study, it’s a chance to connect more deeply with potential customers.
What is an example of a case study?
An example of a case study is a mobile billboard company’s overview of the services it provided to a client. The case study might include an overview of the client's goals and how the advertiser addressed them, plus a list of outcomes—increased website visits, decreased costs per visit, and a rise in brand awareness.
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Case Study Templates
Case studies are great tools for showcasing success stories and driving business growth. Make your case studies stand out with our customizable report templates, designed to help you tell your story in a compelling and engaging way.
Other report templates
- Human resources
- Executive summary
- Survey results
- Project status
- Construction
Popular template categories
- Infographics
- Presentations
- White papers
- Letterheads
- Newsletters
- Business cards
- Certificates
- Invitations
- Social media
- Table of contents
- Magazine covers
- Price lists
- Album covers
- Book covers
- See All Templates
One Page Case Study Websites
A curated collection of 48 case study websites for inspiration and references. Each review includes a full screenshot of the website design along with noteworthy features. These One Pagers are a great to show users your work in a beautiful long Single Page website, normally pitching your services and social links at the bottom.
Dare to Dream
Reject Pile
Variable fonts support in Figma
Vertigo Typeface
Pudding Studio
Green Reconstruction of Ukraine
Webflow — Build and style your site exactly how you want ✨
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- TemplateLab
Case Study Templates
49 free case study examples & templates.
A case study is a report of an event, problem or activity. A case study format usually contains a hypothetical or real situation. It would also include any intricacies you might come across in the workplace.
You can use a case study to help you see how these intricacies might affect decisions.
Table of Contents
- 1 Case Study Templates
- 2 Common types of case study templates
- 3 Case Study Examples
- 4 Benefits of using case study templates in businesses
- 5 Case Study Formats
- 6 Tips for writing a case study template
- 7.1 Decide on the type of case study you will perform
- 7.2 Reach out to potential participants for your case study
- 7.3 Prepare your questions
- 7.4 Lay out the case study
When you make a case analysis format, you would have to analyze the situation at hand. You have to apply your own thinking skills and knowledge when performing the case study.
Also, doing this will hone your reasoning skills and your ability to draw conclusions. An effective case study example should:
- Have their basis from real-life situations but you may conceal identities.
- Consist of a number of parts which would end with points for discussion.
- Include enough information the reader can use to deal with issues and problems.
- Be very believable for anyone who reads it.
A case study is a type of research methodology. It’s typically utilized in social sciences. When you do this, you’d have to study a phenomenon or issue from a real-life perspective.
Such studies are usually based on in-depth analysis of a person, a group or even an event. You perform them to investigate the underlying causes of specific principles.
Common types of case study templates
Anyone who wants to perform a collective study may use a case study format. You can create a case analysis format on your own or download a template from here.
When you use such templates, you won’t have to think about what you need to include in your document. You can focus more on the individual, group, or event that you’re studying.
You can use different types of templates you can use for your case study. These include:
- Student case study template
- Nursing case study template
- Clinical case study template
- Memorial hospital case study template
- Basic psychology case study template
- Treatment injury case study template
Create or find a template which would suit your own needs. There aren’t any strict formats for these documents. The process is more important. In fact, some people see a case study as a type of research strategy. You can use it to investigate a phenomenon and see its influence over time. When do the process, you’d need a template to input all the information from your study.
Case Study Examples
Benefits of using case study templates in businesses
Before we discuss how to write a case study, let’s go through its benefits. The document you create while conducting your study is very relevant. When decision-makers do research on a new product, they would use this document as a reference.
They can help you identify possible solutions to their problems. This is why it’s important to keep the documents along with other important files. Serving as a reference is only one of the benefits of creating and using such templates. Here are the other benefits:
- To help influence customers more effectively In businesses, customer testimonials are extremely important. You can use them to see what you need to do to keep your business going. A case study example can be a form of support from a satisfied customer given directly to the business. You can use the template to bulk up your marketing campaign. It can serve the same purpose as product reviews on online shops like Amazon. These reviews can sway the buyers in a positive way. So you can use the case study to raise awareness on how to serve your customers more effectively. This will help encourage your customers and increase sales .
- To help encourage empathy The information contained within the document may help encourage empathy in its readers. In businesses, it may help the customers see how the product will help or work for them. To make it more effective, the document should focus on the readers and not the product you’re selling. You can describe real-life issues and explain how your product helped solve them. This would make the customers see why they need your product. It may also help your customers see why they need to patronize your business over others.
- To show that you understand and care for the customers When it comes to businesses, case studies are usually focused on their products and sales. However, this isn’t advisable as customers aren’t really fooled by such strategies. Instead, your document should address questions and issues which your customers frequently encounter. When you create such a document through your study, it will show that you care about the customers. It will help them see that you put in an effort to understand them and cater to their needs.
- To strengthen the brand When you create a case study, you can use it to strengthen your brand. Since it’s typically based on real-life situations, it becomes relatable. Through this document, you can create an emotional connection with your customers. If you can execute the study and the document well, it will be very beneficial for your business . You can show the customers that you have what they need. This will help make your brand stronger and more established.
- To repurpose content Finally, you can also use the document’s content for other things. This serves as a benefit because repurposing the content will save you a lot of time and money. You can use the document as a reference to create other written works for your business. You can also use the document as a basis to create another case study in the future. Create a similar template which focuses on other types of customers. These customers are the ones who patronize your business.
Case Study Formats
Tips for writing a case study template
You can use case studies for different purposes. In social science, it can help you understand the situations and problems of other people. In education, it can help you see how certain factors affect student academics.
In businesses, it can help earn the trust of potential customers. But do you know how to write a case study?
For some people, writing a case analysis format comes easy. For some, they need to look at some case study examples before they start making their own document. You can also download a template from here if you want to make things easier for you.
Case Analysis Formats
If you want to prove something you believe in, you need to create a compelling case study template. When you’ve done so, this will have a powerfully positive impact on what you made it for. Here are some tips, steps, and guidelines to help you out:
Decide on the type of case study you will perform
First and foremost, you need to determine which type of case study you will perform. You need to plan your case study well. You don’t just pick a topic then write about it. You need to find a cause you really believe in or a problem you want to solve.
In business, you need to focus on your customers. If you want to sell your products and services, think about your customers. Here are some things you can consider when making a case study for your business:
- When you make your study, be sure you have an extensive knowledge of your products. Without this knowledge, you won’t be able to create an effective document. One which will connect with your readers or your customers.
- If you want to show the best side of your business, be smart when creating your document. Find customers who have wonderful things to say about your product. Use their testimonials in your document. Do this to encourage your readers to support your business.
- Remember that the case study can help strengthen your brand. That’s why it’s important to create a study which will really make your business stand out. Think about how you’d like to present your information.
Reach out to potential participants for your case study
Without participants, you won’t have a case study. Prepare everything you need to before reaching out to your potential participants. Ensure them that there will always be open communication throughout the process.
This means that you’d have to prepare your timeline and expectations right away. This will help avoid any delays in the process.
Before talking to participants, you should already know what you’ll ask of them. For instance, you may want to ask permission to share the information you gather publicly.
You can send a letter or an email to your participants asking them to be part of your study. In the letter, include what you expect from them and what they can expect from you.
This will give them a good idea of what they need to do and prepare. Your introductory letter should contain:
- A clear and concise explanation of your purpose for creating the case study. Also, indicate how you will use the information you collect.
- A statement which would define the information which you’re planning to include. This is especially important if you will add trademarked information about a company.
- A clear explanation of your expectations from the participants. If you have any expectations which extend beyond your case study, explain them too.
- A note about any compensation you’re offering to the participants.
You may also add other information as needed. After you’ve sent out your letter, there’s a whole process which would follow. From acceptance of your offer to the final approval, you need to know all the steps:
- First off, your participants need to accept your offer/proposal. Once they’ve done that, you can include them in your list of participants for the case study.
- Then, you can give your participants a questionnaire to complete. This would help you out as the information would come directly from them. A questionnaire is a very effective way to collect data from your participants.
- After this, you can interview your participants too. Schedule an interview with each of your participants. Before this though, you should have already prepared all your questions.
- Then you can start making a draft of your case study template. If you’re working with a team, have them review your draft before finalizing it. Otherwise, you can ask your superior or manager to review your document.
- After this, you can finalize your case study. Just make sure that you’ve checked and verified all the information on it.
If your participants ask for it, you can give them a copy of your finalized study. Either that or you can tell them where they can access the document. Do this if you’ve posted it online like on your company’s website .
Case study format may vary depending on different factors. These include the nature of the situation, how you intend to use the information, and more.
Prepare your questions
Let’s go back to the interview process. Before you give the questionnaires to your participants, prepare your questions. The same thing goes for your interviews. If you want to make a strong case study, you should have strong questions too.
Here are some examples to start you off. These are great questions to ask if you’re conducting a study for your business:
- What are you looking for in a product?
- Have you experienced any challenges before purchasing our product?
- What makes our product stand out?
- Why did you make the decision to choose our product?
- What benefits have you gained from using our product?
These are some excellent questions which will give you very useful information. The best part is, you’ll gather the data straight from your participants.
Lay out the case study
Finally, when you have all the information you need, you can start laying out your case study. There aren’t any standard rules for structuring this document. However, it’s important to include certain elements to make the document effective.
These include:
- The title which should be brief but compelling.
- The executive summary . This would describe the document in a brief but interesting way.
- The introduction which would contain information about you and your organization.
- The challenges which would describe the problem or issues. Those which pushed you to create the study.
- The description which states how you helped solve the problem.
- The results of your case study.
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Can we live on worms alone? Probably not, find scientists
Feedback digs into a study on whether earthworms might provide the nutritional answer in the case of a global famine, and discovers a can of worms
By Marc Abrahams
31 July 2024
Diet of worms?
The phrase “diet of worms” intrigues people (if it intrigues them at all) in various ways. For historians, it can trigger arguments about a political convocation that happened in the city of Worms, in Germany in the year 1521. For nutritionists, the phrase can describe the work of scientists who are considering whether all of today’s 8 billion or so humans could, if need be, subsist on a diet of mainly earthworms.
Henry Miller, James Mulhall, Lou Aino Pfau, Rachel Palm and David Denkenberger, whom Feedback regards as the all-star team of the nutritional-diet-of-worms community, recently feasted on a mass of data. Postprandially, intellectually speaking, they produced a study called “ Can foraging for earthworms significantly reduce global famine in a catastrophe? ” It appears in the journal Biomass .
The five analysed four techniques for efficiently fishing, so to speak, for earthworms: “digging and sorting, vermifuge application, worm grunting, and electroshocking”.
They asked the “can” (of worms) question: Can the worms gathered by these methods feed all of us humans, given the constraints of “scalability, climate-related barriers to foraging, and pre-consumption processing requirements”? Their answer, in a word: no.
Their answer in 48 words: “The authors are not aware of any studies of the human health impacts of consuming a diet rich in foraged earthworms. However, in the authors’ opinion, there is reasonable evidence that such a diet could be harmful and so should not be recommended unless starvation is the alternative.”
Diets of worms
Miller, Mulhall, Pfau, Palm and Denkenberger are but the most recent front-runners in a long parade of scientists drawn to investigate diets of worms.
Many others have focused on the diets of the worms themselves.
Charles Darwin attained some measure of his fame for the 1881 book The Formation of Vegetable Mould Through the Action of Worms . Nearly a century later, Kristian Fauchald and Peter Jumars’s “ The diet of worms: A study of polychaete feeding guilds ” occupied 92 pages of the Oceanography and Marine Biology Annual Review .
Fauchald and Jumars included a conversation-stopper of a sentence that is worth memorising and spouting if you want to worm your way into the spotlight at a party: “Alciopids are holoplanktonic animals with muscular, eversible pharynges.”
Other scientists studied what can happen when one eats worms, especially if one isn’t a human.
In 2002, Mary Silcox and Mark Teaford examined the teeth of some habitual worm-eaters. They wrote up their observations, for the Journal of Mammalogy , under the title “ The diet of worms: An analysis of mole dental microwear “.
“We compared microwear from shearing facets of lower molars from Parascalops breweri (the hairy-tailed mole) and Scapanus orarius (the coast mole) with that from other small mammal species including a tenrec, a hedgehog, 3 primates, and 2 bats.”
Some of the mole tooth wear patterns, they write, can be “plausibly explained by the interaction between teeth and soil from the inside and outside of earthworms”.
Silcox and Teaford’s mole teeth research would take on new significance if and when – despite the warning given by Miller et al. – the peoples of Earth opt for a mostly earthworms dietary regimen.
The tall and short of it
News about height requirements for certain courses at Vietnam National University’s school of management and business (HSB) has Feedback wondering.
Deutsche Welle reported on 2 July that “female students must be at least 1.58 meters tall and male students at least 1.65 meters to be considered for admission this year”. The reasoning here: “the school aims to train future leaders and excellent managers” and “height is a decisive factor, especially when it comes to leadership and self-confidence”.
That news report says that after public outcry, “HSB adjusted its admission criteria” so that “the rule now applies only to one course, Management and Security”.
What schools or other institutions in the science, medical or tech world have managed to secure strict height prohibitions for students or employees? If you know of one, please send documentation to Feedback with the subject line “Big/Small Careers”. Some job requirements sensibly specify that applicants be physically able to use some particular job-related equipment. Don’t send those. Feedback craves examples in which numbers, not needs, rule the day.
Toilet humour
Inspired by Feedback’s collection of abandoned organisational slogans, Ken Taylor takes note of a slogan about things that were abandoned.
“I live in a very rural part of [the] UK – Cumbria. There are lots of isolated properties that are not linked to the sewerage network, so rely on septic tanks. These have to be emptied from time to time. I saw one such tanker going about its business. The slogan on the side said ‘Yesterday’s meals on wheels’. Nothing more to add…”
Marc Abrahams created the Ig Nobel Prize ceremony and co-founded the magazine Annals of Improbable Research. Earlier, he worked on unusual ways to use computers. His website is improbable.com .
Got a story for Feedback?
You can send stories to Feedback by email at [email protected] . Please include your home address. This week’s and past Feedbacks can be seen on our website .
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14 Case Study Templates. Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme. 1. Fuji Xerox Australia Case Study Template. Customize this template and make it your own!
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A case study template is a quick way to craft a compelling case study that's ready to show to clients. How long should a case study be? Often a case study is a written document. This is the case when it's embedded in a white paper or another promotional document. The traditional length for these case studies is 500-1,000 words.
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49 Free Case Study Examples & Templates. A case study is a report of an event, problem or activity. A case study format usually contains a hypothetical or real situation. It would also include any intricacies you might come across in the workplace. You can use a case study to help you see how these intricacies might affect decisions.
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Nearly a century later, Kristian Fauchald and Peter Jumars's "The diet of worms: A study of polychaete feeding guilds" occupied 92 pages of the Oceanography and Marine Biology Annual Review.
2. Build credibility. In case studies, designers often include the name of the business, client, or project they've worked on, building credibility by providing real-world examples of their past work. You can even add testimonials and reviews to highlight positive feedback directly from those you've worked with. 3.
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Recorded in Chicago, with host Peter Sagal, Not My Job guest Kathleen Hanna and panelists Peter Grosz, Mo Rocca, and Meredith Scardino