47 case interview examples (from McKinsey, BCG, Bain, etc.)

Case interview examples - McKinsey, BCG, Bain, etc.

One of the best ways to prepare for   case interviews  at firms like McKinsey, BCG, or Bain, is by studying case interview examples. 

There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.

The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.

  • McKinsey examples
  • BCG examples
  • Bain examples
  • Deloitte examples
  • Other firms' examples
  • Case books from consulting clubs
  • Case interview preparation

Click here to practise 1-on-1 with MBB ex-interviewers

1. mckinsey case interview examples.

  • Beautify case interview (McKinsey website)
  • Diconsa case interview (McKinsey website)
  • Electro-light case interview (McKinsey website)
  • GlobaPharm case interview (McKinsey website)
  • National Education case interview (McKinsey website)
  • Talbot Trucks case interview (McKinsey website)
  • Shops Corporation case interview (McKinsey website)
  • Conservation Forever case interview (McKinsey website)
  • McKinsey case interview guide (by IGotAnOffer)
  • Profitability case with ex-McKinsey manager (by IGotAnOffer)
  • McKinsey live case interview extract (by IGotAnOffer) - See below

2. BCG case interview examples

  • Foods Inc and GenCo case samples  (BCG website)
  • Chateau Boomerang written case interview  (BCG website)
  • BCG case interview guide (by IGotAnOffer)
  • Written cases guide (by IGotAnOffer)
  • BCG live case interview with notes (by IGotAnOffer)
  • BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
  • BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below

3. Bain case interview examples

  • CoffeeCo practice case (Bain website)
  • FashionCo practice case (Bain website)
  • Associate Consultant mock interview video (Bain website)
  • Consultant mock interview video (Bain website)
  • Written case interview tips (Bain website)
  • Bain case interview guide   (by IGotAnOffer)
  • Digital transformation case with ex-Bain consultant
  • Bain case mock interview with ex-Bain manager (below)

4. Deloitte case interview examples

  • Engagement Strategy practice case (Deloitte website)
  • Recreation Unlimited practice case (Deloitte website)
  • Strategic Vision practice case (Deloitte website)
  • Retail Strategy practice case  (Deloitte website)
  • Finance Strategy practice case  (Deloitte website)
  • Talent Management practice case (Deloitte website)
  • Enterprise Resource Management practice case (Deloitte website)
  • Footloose written case  (by Deloitte)
  • Deloitte case interview guide (by IGotAnOffer)

5. Accenture case interview examples

  • Case interview workbook (by Accenture)
  • Accenture case interview guide (by IGotAnOffer)

6. OC&C case interview examples

  • Leisure Club case example (by OC&C)
  • Imported Spirits case example (by OC&C)

7. Oliver Wyman case interview examples

  • Wumbleworld case sample (Oliver Wyman website)
  • Aqualine case sample (Oliver Wyman website)
  • Oliver Wyman case interview guide (by IGotAnOffer)

8. A.T. Kearney case interview examples

  • Promotion planning case question (A.T. Kearney website)
  • Consulting case book and examples (by A.T. Kearney)
  • AT Kearney case interview guide (by IGotAnOffer)

9. Strategy& / PWC case interview examples

  • Presentation overview with sample questions (by Strategy& / PWC)
  • Strategy& / PWC case interview guide (by IGotAnOffer)

10. L.E.K. Consulting case interview examples

  • Case interview example video walkthrough   (L.E.K. website)
  • Market sizing case example video walkthrough  (L.E.K. website)

11. Roland Berger case interview examples

  • Transit oriented development case webinar part 1  (Roland Berger website)
  • Transit oriented development case webinar part 2   (Roland Berger website)
  • 3D printed hip implants case webinar part 1   (Roland Berger website)
  • 3D printed hip implants case webinar part 2   (Roland Berger website)
  • Roland Berger case interview guide   (by IGotAnOffer)

12. Capital One case interview examples

  • Case interview example video walkthrough  (Capital One website)
  • Capital One case interview guide (by IGotAnOffer)

12. EY Parthenon case interview examples

  • Candidate-led case example with feedback (by IGotAnOffer)

14. Consulting clubs case interview examples

  • Berkeley case book (2006)
  • Columbia case book (2006)
  • Darden case book (2012)
  • Darden case book (2018)
  • Duke case book (2010)
  • Duke case book (2014)
  • ESADE case book (2011)
  • Goizueta case book (2006)
  • Illinois case book (2015)
  • LBS case book (2006)
  • MIT case book (2001)
  • Notre Dame case book (2017)
  • Ross case book (2010)
  • Wharton case book (2010)

Practice with experts

Using case interview examples is a key part of your interview preparation, but it isn’t enough.

At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!

Related articles:

Woman in suit working on a tablet

  • Case Interview: A comprehensive guide
  • Pyramid Principle
  • Hypothesis driven structure
  • Fit Interview
  • Consulting math
  • The key to landing your consulting job
  • What is a case interview?
  • Types of case interview
  • How to solve cases with the Problem-Driven Structure?
  • What to remember in case interviews
  • Case examples or building blocks?
  • How do I prepare for case interviews
  • Interview day tips
  • How we can help

1. The key to landing your consulting job.

Case interviews - where you are asked to solve a business case study under scrutiny - are the core of the selection process right across McKinsey, Bain and BCG (the “MBB” firms). This interview format is also used pretty much universally across other high-end consultancies; including LEK, Kearney, Oliver Wyman and the consulting wings of the “Big Four”.

If you want to land a job at any of these firms, you will have to ace multiple case interviews.

It is increasingly likely that you will also have to solve online cases given by chatbots. You might need to pass these either before making it to interview or be asked to sit them alongside first round interviews.

Importantly, case studies aren’t something you can just wing . Firms explicitly expect you to have thoroughly prepared and many of your competitors on interview day will have been prepping for months.

Don’t worry though - MCC is here to help!

This article will take you through a full overview of everything you’ll need to know to do well, linking to more detailed articles and resources at each stage to let you really drill down into the details.

As well as traditional case interviews, we’ll also attend to the new formats in which cases are being delivered and otherwise make sure you’re up to speed with recent trends in this overall part of consulting recruitment.

Before we can figure out how to prepare for a case interview, though, we will first have to properly understand in detail what exactly you are up against. What format does a standard consulting case interview take? What is expected of you? How will you be assessed?

Let's dive right in and find out!

Professional help

Before going further, if this sounds like a lot to get your head around on your own, don't worry - help is available!

Our Case Academy course gives you everything you need to know to crack cases like a pro:

Case Academy Course

To put what you learn into practice (and secure some savings in the process) you can add mock interview coaching sessions with expereinced MBB consultants:

Coaching options

And, if you just want an experienced consultant to take charge of the whole selection process for you, you can check out our comprehensive mentoring programmes:

Explore mentoring

Now, back to the article!

2. What is a case interview?

Before we can hope to tackle a case interview, we have to understand what one is.

In short, a case interview simulates real consulting work by having you solve a business case study in conversation with your interviewer.

This case study will be a business problem where you have to advise a client - that is, an imaginary business or similar organisation in need of guidance.

You must help this client solve a problem and/or make a decision. This requires you to analyse the information you are given about that client organisation and figure out a final recommendation for what they should do next.

Business problems in general obviously vary in difficulty. Some are quite straightforward and can be addressed with fairly standard solutions. However, consulting firms exist precisely to solve the tough issues that businesses have failed to deal with internally - and so consultants will typically work on complex, idiosyncratic problems requiring novel solutions.

Some examples of case study questions might be:

  • How much would you pay for a banking licence in Ghana?
  • Estimate the potential value of the electric vehicle market in Germany
  • How much gas storage capacity should a UK domestic energy supplier build?

Consulting firms need the brightest minds they can find to put to work on these important, difficult projects. You can expect the case studies you have to solve in interview, then, to echo the unique, complicated problems consultancies deal with every day. As we’ll explain here, this means that you need to be ready to think outside the box to figure out genuinely novel solutions.

2.1. Where are case interviews in the consulting selection process?

Not everyone who applies to a consulting firm will have a case interview - far from it!

In fact, case interviews are pretty expensive and inconvenient for firms to host, requiring them to take consultants off active projects and even fly them back to the office from location for in-person interviews (although this happens less frequently now). Ideally, firms want to cut costs and save time by narrowing down the candidate pool as much as possible before any live interviews.

As such, there are some hoops to jump through before you make it to interview rounds.

Firms will typically eliminate as much as 80% of the applicant pool before interviews start . For most firms, 50%+ of applicants might be cut based on resumes, before a similar cut is made on those remaining based on aptitude tests. McKinsey currently gives their Solve assessment to most applicants, but will use their resulting test scores alongside resumes to cut 70%+ of the candidate pool before interviews.

You'll need to be on top of your game to get as far as a case interview with a top firm. Getting through the resume screen and any aptitude tests is an achievement in itself! Also we need to note that the general timeline of an application can differ depending on a series of factors, including which position you apply, your background, and the office you are applying to. For example, an undergraduate applying for a Business Analyst position (the entry level job at McKinsey) will most likely be part of a recruitment cycle and as such have pretty fixed dates when they need to sit the pre-screening test, and have the first and second round interviews (see more on those below). Conversely, an experienced hire will most likely have a much greater choice of test and interview dates as well as more time at their disposal to prepare.

For readers not yet embroiled in the selection process themselves, let’s put case interviews in context and take a quick look at each stage in turn. Importantly, note that you might also be asked to solve case studies outside interviews as well


2.1.1. Application screen

It’s sometimes easy to forget that such a large cut is made at the application stage. At larger firms, this will mean your resume and cover letter is looked at by some combination of AI tools, recruitment staff and junior consulting staff (often someone from your own university).

Only the best applications will be passed to later stages, so make sure to check out our free resume and cover letter guides, and potentially get help with editing , to give yourself the best chance possible.

2.1.2. Aptitude tests and online cases

This part of the selection process has been changing quickly in recent years and is increasingly beginning to blur into the traditionally separate case interview rounds.

In the past, GMAT or PST style tests were the norm. Firms then used increasingly sophisticated and often gamified aptitude tests, like the Pymetrics test currently used by several firms, including BCG and Bain, and the original version of McKinsey’s Solve assessment (then branded as the Problem Solving Game).

Now, though, there is a move towards delivering relatively sophisticated case studies online. For example, McKinsey has replaced half the old Solve assessment with an online case. BCG’s Casey chatbot case now directly replaces a live first round case interview, and in the new era of AI chatbots, we expect these online cases to quickly become more realistic and increasingly start to relieve firms of some of the costs of live case interviews.

Our consultants collectively reckon that, over time, 50% of case interviews are likely to be replaced with these kinds of cases . We give some specific advice for online cases in section six. However, the important thing to note is that these are still just simulations of traditional case interviews - you still need to learn how to solve cases in precisely the same way, and your prep will largely remain the same.

2.1.3. Rounds of Interviews

Now, let’s not go overboard with talk of AI. Even in the long term, the client facing nature of consulting means that firms will have live case interviews for as long as they are hiring anyone. And in the immediate term, case interviews are still absolutely the core of consulting selection.

Before landing an offer at McKinsey, Bain, BCG or any similar firm, you won’t just have one case interview, but will have to complete four to six case interviews, usually divided into two rounds, with each interview lasting approximately 50-60 minutes .

Being invited to first round usually means two or three case interviews. As noted above, you might also be asked to complete an online case or similar alongside your first round interviews.

If you ace first round, you will be invited to second round to face the same again, but more gruelling. Only then - after up to six case interviews in total, can you hope to receive an offer.

2.2. Differences between first and second round interviews

Despite case interviews in the first and second round following the same format, second/final round interviews will be significantly more intense . The seniority of the interviewer, time pressure (with up to three interviews back-to-back), and the sheer value of the job at stake will likely make a second round consulting case interview one of the most challenging moments of your professional life.

There are three key differences between the two rounds:

  • Time Pressure : Final round case interviews test your ability to perform under pressure, with as many as three interviews in a row and often only very small breaks between them.
  • Focus : Since second round interviewers tend to be more senior (usually partners with 12+ years experience) and will be more interested in your personality and ability to handle challenges independently. Some partners will drill down into your experiences and achievements to the extreme. They want to understand how you react to challenges and your ability to identify and learn from past mistakes.
  • Psychological Pressure: While case interviews in the first round are usually more focused on you simply cracking the case, second round interviewers often employ a "bad cop" strategy to test the way you react to challenges and uncertainty.

2.3. What skills do case interviews assess?

Reliably impressing your interviewers means knowing what they are looking for. This means understanding the skills you are being assessed against in some detail.

Overall, it’s important always to remember that, with case studies, there are no strict right or wrong answers. What really matters is how you think problems through, how confident you are with your conclusions and how quick you are with the back of the envelope arithmetic.

The objective of this kind of interview isn’t to get to one particular solution, but to assess your skillset. This is even true of modern online cases, where sophisticated AI algorithms score how you work as well as the solutions you generate.

If you visit McKinsey , Bain and BCG web pages on case interviews, you will find that the three firms look for very similar traits, and the same will be true of other top consultancies.

Broadly speaking, your interviewer will be evaluating you across five key areas:

2.1.1.One: Probing mind

Showing intellectual curiosity by asking relevant and insightful questions that demonstrate critical thinking and a proactive nature. For instance, if we are told that revenues for a leading supermarket chain have been declining over the last ten years, a successful candidate would ask:

“ We know revenues have declined. This could be due to price or volume. Do we know how they changed over the same period? ”

This is as opposed to a laundry list of questions like:

  • Did customers change their preferences?
  • Which segment has shown the decline in volume?
  • Is there a price war in the industry?

2.1.2. Structure

Structure in this context means structuring a problem. This, in turn, means creating a framework - that is, a series of clear, sequential steps in order to get to a solution.

As with the case interview in general, the focus with case study structures isn’t on reaching a solution, but on how you get there.

This is the trickiest part of the case interview and the single most common reason candidates fail.

We discuss how to properly structure a case in more detail in section three. In terms of what your interviewer is looking for at high level, though, key pieces of your structure should be:

  • Proper understanding of the objective of the case - Ask yourself: "What is the single crucial piece of advice that the client absolutely needs?"
  • Identification of the drivers - Ask yourself: "What are the key forces that play a role in defining the outcome?"

Our Problem Driven Structure method, discussed in section three, bakes this approach in at a fundamental level. This is as opposed to the framework-based approach you will find in older case-solving

Focus on going through memorised sequences of steps too-often means failing to develop a full understanding of the case and the real key drivers.

At this link, we run through a case to illustrate the difference between a standard framework-based approach and our Problem Driven Structure method.

2.1.3. Problem Solving

You’ll be tested on your ability to identify problems and drivers, isolate causes and effects, demonstrate creativity and prioritise issues. In particular, the interviewer will look for the following skills:

  • Prioritisation - Can you distinguish relevant and irrelevant facts?
  • Connecting the dots - Can you connect new facts and evidence to the big picture?
  • Establishing conclusions - Can you establish correct conclusions without rushing to inferences not supported by evidence?

2.1.4. Numerical Agility

In case interviews, you are expected to be quick and confident with both precise and approximated numbers. This translates to:

  • Performing simple calculations quickly - Essential to solve cases quickly and impress clients with quick estimates and preliminary conclusions.
  • Analysing data - Extract data from graphs and charts, elaborate and draw insightful conclusions.
  • Solving business problems - Translate a real world case to a mathematical problem and solve it.

Our article on consulting math is a great resource here, though the extensive math content in our MCC Academy is the best and most comprehensive material available.

2.1.5. Communication

Real consulting work isn’t just about the raw analysis to come up with a recommendation - this then needs to be sold to the client as the right course of action.

Similarly, in a case interview, you must be able to turn your answer into a compelling recommendation. This is just as essential to impressing your interviewer as your structure and analysis.

Consultants already comment on how difficult it is to find candidates with the right communication skills. Add to this the current direction of travel, where AI will be able to automate more and more of the routine analytic side of consulting, and communication becomes a bigger and bigger part of what consultants are being paid for.

So, how do you make sure that your recommendations are relevant, smart, and engaging? The answer is to master what is known as CEO-level communication .

This art of speaking like a CEO can be quite challenging, as it often involves presenting information in effectively the opposite way to how you might normally.

To get it right, there are three key areas to focus on in your communications:

  • Top down : A CEO wants to hear the key message first. They will only ask for more details if they think that will actually be useful. Always consider what is absolutely critical for the CEO to know, and start with that. You can read more in our article on the Pyramid Principle .
  • Concise : This is not the time for "boiling the ocean" or listing an endless number possible solutions. CEOs, and thus consultants, want a structured, quick and concise recommendation for their business problem, that they can implement immediately.
  • Fact-based : Consultants share CEOs' hatred of opinions based on gut feel rather than facts. They want recommendations based on facts to make sure they are actually in control. Always go on to back up your conclusions with the relevant facts.

Being concise and to the point is key in many areas, networking being one for them. For more detail on all this, check out our full article on delivering recommendations .

Prep the right way

3. types of case interview.

While most case interviews share a similar structure, firms will have some differences in the particular ways they like to do things in terms of both the case study and the fit component.

As we’ll see, these differences aren’t hugely impactful in terms of how you prepare. That said, it's always good to know as much as possible about what you will be going up against.

3.1. Different case objectives

A guiding thread throughout this article and our approach in general will be to treat each case as a self-contained problem and not try to pigeonhole it into a certain category. Having said that, there are of course similarities between cases and we can identify certain parameters and objectives.

Broadly speaking, cases can be divided into issue-based cases and strategic decision cases. In the former you will be asked to solve a certain issue, such as declining profits, or low productivity whereas in the latter you will be ask whether your client should or should not do something, such as enter a specific market or acquire another company. The chart below is a good breakdown of these different objectives:

Case Focus

3.2. How do interviewers craft cases

While interviewers will very likely be given a case bank to choose from by their company, a good number of them will also choose to adapt the cases they would currently be working on to a case interview setting. The difference is that the latter cases will be harder to pigeonhole and apply standard frameworks to, so a tailored approach will be paramount.

If you’ve applied for a specific practice or type of consulting - such as operational consulting, for example - it’s very likely that you will receive a case geared towards that particular area alongside a ‘generalist’ consulting case (however, if that’s the case, you will generally be notified). The other main distinction when it comes to case interviews is between interviewer-led and candidate-led.

3.3. Candidate-led cases

Most consulting case interview questions test your ability to crack a broad problem, with a case prompt often going something like:

" How much would you pay to secure the rights to run a restaurant in the British Museum? "

You, as a candidate, are then expected to identify your path to solve the case (that is, provide a structure), leveraging your interviewer to collect the data and test your assumptions.

This is known as a “candidate-led” case interview and is used by Bain, BCG and other firms. From a structuring perspective, it’s easier to lose direction in a candidate-led case as there are no sign-posts along the way. As such, you need to come up with an approach that is both broad enough to cover all of the potential drivers in a case but also tailored enough to the problem you are asked to solve. It’s also up to you to figure out when you need to delve deeper into a certain branch of the case, brainstorm or ask for data. The following case from Bain is an excellent example on how to navigate a candidate-led case.

3.4. Interviewer-led cases

This type of case - employed most famously by McKinsey - is slightly different, with the interviewer controlling the pace and direction of the conversation much more than with other case interviews.

At McKinsey, your interviewer will ask you a set of pre-determined questions, regardless of your initial structure. For each question, you will have to understand the problem, come up with a mini structure, ask for additional data (if necessary) and come to the conclusion that answers the question. This more structured format of case also shows up in online cases by other firms - notably including BCG’s Casey chatbot (with the amusing result that practising McKinsey-style cases can be a great addition when prepping for BCG).

Essentially, these interviewer-led case studies are large cases made up of lots of mini-cases. You still use basically the same method as you would for standard (or candidate-led) cases - the main difference is simply that, instead of using that method to solve one big case, you are solving several mini-cases sequentially. These cases are easier to follow as the interviewer will guide you in the right direction. However, this doesn’t mean you should pay less attention to structure and deliver a generic framework! Also, usually (but not always!) the first question will ask you to map your approach and is the equivalent of the structuring question in candidate-led cases. Sometimes, if you’re missing key elements, the interviewer might prompt you in the right direction - so make sure to take those prompts seriously as they are there to help you get back on track (ask for 30 seconds to think on the prompt and structure your approach). Other times - and this is a less fortunate scenario - the interviewer might say nothing and simply move on to the next question. This is why you should put just as much thought (if not more) into the framework you build for interviewer-led cases , as you may be penalized if you produce something too generic or that doesn’t encompass all the issues of the case.

3.5. Case and fit

The standard case interview can be thought of as splitting into two standalone sub-interviews. Thus “case interviews” can be divided into the case study itself and a “fit interview” section, where culture fit questions are asked.

This can lead to a bit of confusion, as the actual case interview component might take up as little as half of your scheduled “case interview”. You need to make sure you are ready for both aspects.

To illustrate, here is the typical case interview timeline:

Case interview breakdown

  • First 15-30 minutes: Fit Interview - with questions assessing your motivation to be a consultant in that specific firm and your traits around leadership and teamwork. Learn more about the fit interview in our in-depth article here .
  • Next 30-40 minutes: Case Interview - solving a case study
  • Last 5 minutes: Fit Interview again - this time focussing on your questions for your interviewer.

Both the Case and Fit interviews play crucial roles in the finial hiring decision. There is no “average” taken between case and fit interviews: if your performance is not up to scratch in either of the two, you will not be able to move on to the next interview round or get an offer.

NB: No case without fit

Note that, even if you have only been told you are having a case interview or otherwise are just doing a case study, always be prepared to answer fit questions. At most firms, it is standard practice to include some fit questions in all case interviews, even if there are also separate explicit fit interviews, and interviewers will almost invariably include some of these questions around your case. This is perfectly natural - imagine how odd and artificial it would be to show up to an interview, simply do a case and leave again, without talking about anything else with the interviewer before or after.

3.5.1 Differences between firms

For the most part, a case interview is a case interview. However, firms will have some differences in the particular ways they like to do things in terms of both the case study and the fit component.

3.5.2. The McKinsey PEI

McKinsey brands its fit aspect of interviews as the Personal Experience Interview or PEI. Despite the different name, this is really much the same interview you will be going up against in Bain, BCG and any similar firms.

McKinsey does have a reputation for pushing candidates a little harder with fit or PEI questions , focusing on one story per interview and drilling down further into the specific details each time. We discuss this tendency more in our fit interview article . However, no top end firm is going to go easy on you and you should absolutely be ready for the same level of grilling at Bain, BCG and others. Thus any difference isn’t hugely salient in terms of prep.

3.6. What is different in 2023?

For the foreseeable future, you are going to have to go through multiple live case interviews to secure any decent consulting job. These might increasingly happen via Zoom rather than in person, but they should remain largely the same otherwise.

However, things are changing and the rise of AI in recent months seems pretty much guaranteed to accelerate existing trends.

Even before the explosive development of AI chatbots like ChatGPT we have seen in recent months, automation was already starting to change the recruitment process.

As we mentioned, case interviews are expensive and inconvenient for firms to run . Ideally, then, firms will try to reduce the number of interviews required for recruitment as far as possible. For many years, tests of various kinds served to cut down the applicant pool and thus the number of interviews. However, these tests had a limited capacity to assess candidates against the full consulting skillset in the way that case interviews do so well.

More recently, though, the development of online testing has allowed for more and more advanced assessments. Top consulting firms have been leveraging screening tests that better and better capture the same skillset as case interviews. Eventually this is converging on automated case studies. We see this very clearly with the addition of the Redrock case to McKinsey’s Solve assessment.

As these digital cases become closer to the real thing, the line between test and case interview blurs. Online cases don’t just reduce the number of candidates to case interview, but start directly replacing them.

Case in point here is BCG’s Casey chatbot . Previously, BCG had deployed less advanced online cases and similar tests to weed out some candidates before live case interviews began. Now, though, Casey actually replaces one first round case interview.

Casey, at time of writing, is still a relatively “basic” chatbot, basically running through a pre-set script. The Whatsapp-like interface does a lot of work to make it feel like one is chatting to a “real person” - the chatbot itself, though, cannot provide feedback or nudges to candidates as would a human interviewer.

We fully expect that, as soon as BCG and other firms can train a truer AI, these online cases will become more widespread and start replacing more live interviews.

We discuss the likely impacts of advanced AI on consulting recruitment and the industry more broadly in our blog.

Here, though, the real message is that you should expect to run into digital cases as well as traditional case interviews.

Luckily, despite any changes in specific case interview format, you will still need to master the same fundamental skills and prepare in much the same way.

We’ll cover a few ways to help prepare for chatbot cases in section four. Ultimately, though, firms are looking for the same problem solving ability and mindset as a real interviewer. Especially as chatbots get better at mimicking a real interviewer, candidates who are well prepared for case cracking in general should have no problem with AI administered cases.

3.6.1. Automated fit interviews

Analogous to online cases, in recent years there has been a trend towards automated, “one way” fit interviews, with these typically being administered for consultancies by specialist contractors like HireVue or SparkHire.

These are kind of like Zoom interviews, but if the interviewer didn’t show up. Instead you will be given fit questions to answer and must record your answer in your computer webcam. Your response will then go on to be assessed by an algorithm, scoring both what you say and how you say it.

Again, with advances in AI, it is easy to imagine these automated case interviews going from fully scripted interactions, where all candidates are asked the same list of questions, to a more interactive experience. Thus, we might soon arrive at a point where you are being grilled on the details of your stories - McKinsey PEI style - but by a bot rather than a human.

We include some tips on this kind of “one way” fit interview in section six here.

4. How to solve cases with the Problem-Driven Structure?

If you look around online for material on how to solve case studies, a lot of what you find will set out framework-based approaches. However, as we have mentioned, these frameworks tend to break down with more complex, unique cases - with these being exactly the kind of tough case studies you can expect to be given in your case interviews.

To address this problem, the MyConsultingCoach team has synthesized a new approach to case cracking that replicates how top management consultants approach actual engagements.

MyConsultingCoach’s Problem Driven Structure approach is a universal problem solving method that can be applied to any business problem , irrespective of its nature.

As opposed to just selecting a generic framework for each case interview, the Problem Driven Structure approach works by generating a bespoke structure for each individual question and is a simplified version of the roadmap McKinsey consultants use when working on engagements.

The canonical seven steps from McKinsey on real projects are simplified to four for case interview questions, as the analysis required for a six-month engagement is somewhat less than that needed for a 45-minute case study. However, the underlying flow is the same (see the method in action in the video below)

Let's zoom in to see how our method actually works in more detail:

4.1. Identify the problem

Identifying the problem means properly understanding the prompt/question you are given, so you get to the actual point of the case.

This might sound simple, but cases are often very tricky, and many candidates irretrievably mess things up within the first few minutes of starting. Often, they won’t notice this has happened until they are getting to the end of their analysis. Then, they suddenly realise that they have misunderstood the case prompt - and have effectively been answering the wrong question all along!

With no time to go back and start again, there is nothing to do. Even if there were time, making such a silly mistake early on will make a terrible impression on their interviewer, who might well have written them off already. The interview is scuppered and all the candidate’s preparation has been for nothing.

This error is so galling as it is so readily avoidable.

Our method prevents this problem by placing huge emphasis on a full understanding of the case prompt. This lays the foundations for success as, once we have identified the fundamental, underlying problem our client is facing, we focus our whole analysis around finding solutions to this specific issue.

Now, some case interview prompts are easy to digest. For example, “Our client, a supermarket, has seen a decline in profits. How can we bring them up?”. However, many of the prompts given in interviews for top firms are much more difficult and might refer to unfamiliar business areas or industries. For example, “How much would you pay for a banking license in Ghana?” or “What would be your key areas of concern be when setting up an NGO?”

Don’t worry if you have no idea how you might go about tackling some of these prompts!

In our article on identifying the problem and in our full lesson on the subject in our MCC Academy course, we teach a systematic, four step approach to identifying the problem , as well as running through common errors to ensure you start off on the right foot every time!

This is summarised here:

Four Steps to Identify the Problem

Following this method lets you excel where your competitors mess up and get off to a great start in impressing your interviewer!

4.2. Build your problem driven structure

After you have properly understood the problem, the next step is to successfully crack a case is to draw up a bespoke structure that captures all the unique features of the case.

This is what will guide your analysis through the rest of the case study and is precisely the same method used by real consultants working on real engagements.

Of course, it might be easier here to simply roll out one an old-fashioned framework, and a lot of candidates will do so. This is likely to be faster at this stage and requires a lot less thought than our problem-driven structure approach.

However, whilst our problem driven structure approach requires more work from you, our method has the advantage of actually working in the kind of complex case studies where generic frameworks fail - that is exactly the kind of cases you can expect at an MBB interview .

Since we effectively start from first principles every time, we can tackle any case with the same overarching method. Simple or complex, every case is the same to you and you don’t have to gamble a job on whether a framework will actually work

4.2.1 Issue trees

Issue trees break down the overall problem into a set of smaller problems that you can then solve individually. Representing this on a diagram also makes it easy for both you and your interviewer to keep track of your analysis.

To see how this is done, let’s look at the issue tree below breaking down the revenues of an airline:

Frame the Airline Case Study

These revenues can be segmented as the number of customers multiplied by the average ticket price. The number of customers can be further broken down into a number of flights multiplied by the number of seats, times average occupancy rate. The node corresponding to the average ticket price can then be segmented further.

4.2.2 Hypothesis trees

Hypothesis trees are similar, the only difference being that rather than just trying to break up the issue into smaller issues you are assuming that the problem can be solved and you are formulating solutions.

In the example above, you would assume revenues can be increased by either increasing the average ticket price or the number of customers . You can then hypothesize that you can increase the average occupancy rate in three ways: align the schedule of short and long haul flights, run a promotion to boost occupancy in off-peak times, or offer early bird discounts.

Frame the Airline Case Study Hypothesis

4.2.3 Other structures:structured lists

Structured lists are simply subcategories of a problem into which you can fit similar elements. This McKinsey case answer starts off by identifying several buckets such as retailer response, competitor response, current capabilities and brand image and then proceeds to consider what could fit into these categories.

Buckets can be a good way to start the structure of a complex case but when using them it can be very difficult to be MECE and consistent, so you should always aim to then re-organize them into either an issue or a hypothesis tree.

It is worth noting that the same problem can be structured in multiple valid ways by choosing different means to segment the key issues. Ultimately all these lists are methods to set out a logical hierachy among elements.

4.2.4 Structures in practice

That said, not all valid structures are equally useful in solving the underlying problem. A good structure fulfils several requirements - including MECE-ness , level consistency, materiality, simplicity, and actionability. It’s important to put in the time to master segmentation, so you can choose a scheme isn’t only valid, but actually useful in addressing the problem.

After taking the effort to identify the problem properly, an advantage of our method is that it will help ensure you stay focused on that same fundamental problem throughout. This might not sound like much, but many candidates end up getting lost in their own analysis, veering off on huge tangents and returning with an answer to a question they weren’t asked.

Another frequent issue - particularly with certain frameworks - is that candidates finish their analysis and, even if they have successfully stuck to the initial question, they have not actually reached a definite solution. Instead, they might simply have generated a laundry list of pros and cons, with no clear single recommendation for action.

Clients employ consultants for actionable answers, and this is what is expected in the case interview. The problem driven structure excels in ensuring that everything you do is clearly related back to the key question in a way that will generate a definitive answer. Thus, the problem driven structure builds in the hypothesis driven approach so characteristic of real consulting practice.

You can learn how to set out your own problem driven structures in our article here and in our full lesson in the MCC Academy course.

4.2. Lead the analysis

A problem driven structure might ensure we reach a proper solution eventually, but how do we actually get there?

We call this step " leading the analysis ", and it is the process whereby you systematically navigate through your structure, identifying the key factors driving the issue you are addressing.

Generally, this will mean continuing to grow your tree diagram, further segmenting what you identify as the most salient end nodes and thus drilling down into the most crucial factors causing the client’s central problem.

Once you have gotten right down into the detail of what is actually causing the company’s issues, solutions can then be generated quite straightforwardly.

To see this process in action, we can return to our airline revenue example:

Lead the analysis for the Airline Case Study

Let’s say we discover the average ticket price to be a key issue in the airline’s problems. Looking closer at the drivers of average ticket price, we find that the problem lies with economy class ticket prices. We can then further segment that price into the base fare and additional items such as food.

Having broken down the issue to such a fine-grained level and considering the 80/20 rule(see below), solutions occur quite naturally. In this case, we can suggest incentivising the crew to increase onboard sales, improving assortment in the plane, or offering discounts for online purchases.

Our article on leading the analysis is a great primer on the subject, with our video lesson in the MCC Academy providing the most comprehensive guide available.

4.4. Provide recommendations

So you have a solution - but you aren’t finished yet!

Now, you need to deliver your solution as a final recommendation.

This should be done as if you are briefing a busy CEO and thus should be a one minute, top-down, concise, structured, clear, and fact-based account of your findings.

The brevity of the final recommendation belies its importance. In real life consulting, the recommendation is what the client has potentially paid millions for - from their point of view, it is the only thing that matters.

In a case interview, your performance in this final summing up of your case is going to significantly colour your interviewer’s parting impression of you - and thus your chances of getting hired!

So, how do we do it right?

Barbara Minto's Pyramid Principle elegantly sums up almost everything required for a perfect recommendation. The answer comes first , as this is what is most important. This is then supported by a few key arguments , which are in turn buttressed by supporting facts .

Across the whole recommendation, the goal isn’t to just summarise what you have done. Instead, you are aiming to synthesize your findings to extract the key "so what?" insight that is useful to the client going forward.

All this might seem like common sense, but it is actually the opposite of how we relay results in academia and other fields. There, we typically move from data, through arguments and eventually to conclusions. As such, making good recommendations is a skill that takes practice to master.

We can see the Pyramid Principle illustrated in the diagram below:

The Pyramid principle often used in consulting

To supplement the basic Pyramid Principle scheme, we suggest candidates add a few brief remarks on potential risks and suggested next steps . This helps demonstrate the ability for critical self-reflection and lets your interviewer see you going the extra mile.

The combination of logical rigour and communication skills that is so definitive of consulting is particularly on display in the final recommendation.

Despite it only lasting 60 seconds, you will need to leverage a full set of key consulting skills to deliver a really excellent recommendation and leave your interviewer with a good final impression of your case solving abilities.

Our specific article on final recommendations and the specific video lesson on the same topic within our MCC Academy are great, comprehensive resources. Beyond those, our lesson on consulting thinking and our articles on MECE and the Pyramid Principle are also very useful.

4.5. What if I get stuck?

Naturally with case interviews being difficult problems there may be times where you’re unsure what to do or which direction to take. The most common scenario is that you will get stuck midway through the case and there are essentially two things that you should do:

  • 1. Go back to your structure
  • 2. Ask the interviewer for clarification

Your structure should always be your best friend - after all, this is why you put so much thought and effort into it: if it’s MECE it will point you in the right direction. This may seem abstract but let’s take the very simple example of a profitability case interview: if you’ve started your analysis by segmenting profit into revenue minus costs and you’ve seen that the cost side of the analysis is leading you nowhere, you can be certain that the declining profit is due to a decline in revenue.

Similarly, when you’re stuck on the quantitative section of the case interview, make sure that your framework for calculations is set up correctly (you can confirm this with the interviewer) and see what it is you’re trying to solve for: for example if you’re trying to find what price the client should sell their new t-shirt in order to break even on their investment, you should realize that what you’re trying to find is the break even point, so you can start by calculating either the costs or the revenues. You have all the data for the costs side and you know they’re trying to sell 10.000 pairs so you can simply set up the equation with x being the price.

As we’ve emphasised on several occasions, your case interview will be a dialogue. As such, if you don’t know what to do next or don’t understand something, make sure to ask the interviewer (and as a general rule always follow their prompts as they are trying to help, not trick you). This is especially true for the quantitative questions, where you should really understand what data you’re looking at before you jump into any calculations. Ideally you should ask your questions before you take time to formulate your approach but don’t be afraid to ask for further clarification if you really can’t make sense of what’s going on. It’s always good to walk your interviewer through your approach before you start doing the calculations and it’s no mistake to make sure that you both have the same understanding of the data. For example when confronted with the chart below, you might ask what GW (in this case gigawatt) means from the get-go and ask to confirm the different metrics (i.e. whether 1 GW = 1000 megawatts). You will never be penalised for asking a question like that.

Getting stuck

5. What to remember in case interviews

If you’re new to case cracking you might feel a bit hopeless when you see a difficult case question, not having any idea where to start.

In fact though, cracking case interviews is much like playing chess. The rules you need to know to get started are actually pretty simple. What will make you really proficient is time and practice.

In this section, we’ll run through a high level overview of everything you need to know, linking to more detailed resources at every step.

5.1. An overall clear structure

You will probably hear this more than you care for but it is the most important thing to keep in mind as you start solving cases, as not only it is a key evaluation criterion but the greatest tool you will have at your disposal. The ability to build a clear structure in all aspects of the case inteview will be the difference between breezing through a complicated case and struggling at its every step. Let’s look a bit closer at the key areas where you should be structured!

5.1.1 Structured notes

Every case interview starts with a prompt, usually verbal, and as such you will have to take some notes. And here is where your foray into structure begins, as the notes you take should be clear, concise and structured in a way that will allow you to repeat the case back to the interviewer without writing down any unnecessary information.

This may sound very basic but you should absolutely not be dismissive about it: taking clear and organized notes will allow what we found helps is to have separate sections for:

  • The case brief
  • Follow-up questions and answers
  • Numerical data
  • Case structure (the most crucial part when solving the case)
  • Any scrap work during the case (usually calculations)

When solving the case - or, as we call it here, in the Lead the analysis step, it is highly recommended to keep on feeding and integrating your structure, so that you never get lost. Maintaining a clear high level view is one of the most critical aspects in case interviews as it is a key skill in consulting: by constantly keeping track of where you are following your structure, you’ll never lose your focus on the end goal.

In the case of an interviewer-led case, you can also have separate sheets for each question (e.g. Question 1. What factors can we look at that drive profitability?). If you develop a system like this you’ll know exactly where to look for each point of data rather than rummage around in untidy notes. There are a couple more sections that you may have, depending on preference - we’ll get to these in the next sections.

5.1.2 Structured communication

There will be three main types of communication in cases:

  • 1. Asking and answering questions
  • 2. Walking the interviewer through your structure (either the case or calculation framework - we’ll get to that in a bit!)
  • 3. Delivering your recommendation

Asking and answering questions will be the most common of these and the key thing to do before you speak is ask for some time to collect your thoughts and get organised. What you want to avoid is a ‘laundry list’ of questions or anything that sounds too much like a stream of consciousness.

Different systems work for different candidates but a sure-fire way of being organised is numbering your questions and answers. So rather than saying something like ‘I would like to ask about the business model, operational capacity and customer personas’ it’s much better to break it down and say something along the lines of ‘I’ve got three key questions. Firstly I would like to inquire into the business model of our client. Secondly I would like to ask about their operational capacity. Thirdly I would like to know more about the different customer personas they are serving’.

A similar principle should be applied when walking the interviewer through your structure, and this is especially true of online case interviews (more and more frequent now) when the interviewer can’t see your notes. Even if you have your branches or buckets clearly defined, you should still use a numbering system to make it obvious to the interviewer. So, for example, when asked to identify whether a company should make an acquisition, you might say ‘I would like to examine the following key areas. Firstly the financial aspects of this issue, secondly the synergies and thirdly the client’s expertise’

The recommendation should be delivered top-down (see section 4.4 for specifics) and should employ the same numbering principle. To do so in a speedy manner, you should circle or mark the key facts that you encounter throughout the case so you can easily pull them out at the end.

5.1.3 Structured framework

It’s very important that you have a systematic approach - or framework - for every case. Let’s get one thing straight: there is a difference between having a problem-solving framework for your case and trying to force a case into a predetermined framework. Doing the former is an absolute must , whilst doing the latter will most likely have you unceremoniously dismissed.

We have seen there are several ways of building a framework, from identifying several categories of issues (or ‘buckets’) to building an issue or hypothesis tree (which is the most efficient type of framework). For the purpose of organization, we recommend having a separate sheet for the framework of the case, or, if it’s too much to manage, you can have it on the same sheet as the initial case prompt. That way you’ll have all the details as well as your proposed solution in one place.

5.1.4 Structured calculations

Whether it’s interviewer or candidate-led, at some point in the case you will get a bunch of numerical data and you will have to perform some calculations (for the specifics of the math you’ll need on consulting interviews, have a look at our Consulting Math Guide ). Here’s where we urge you to take your time and not dive straight into calculating! And here’s why: while your numerical agility is sure to impress interviewers, what they’re actually looking for is your logic and the calculations you need to perform in order to solve the problem . So it’s ok if you make a small mistake, as long as you’re solving for the right thing.

As such, make it easy for them - and yourself. Before you start, write down in steps the calculations you need to perform. Here’s an example: let’s say you need to find out by how much profits will change if variable costs are reduced by 10%. Your approach should look something like:

  • 1. Calculate current profits: Profits = Revenues - (Variable costs + Fixed costs)
  • 2. Calculate the reduction in variable costs: Variable costs x 0.9
  • 3. Calculate new profits: New profits = Revenues - (New variable costs + Fixed costs)

Of course, there may be more efficient ways to do that calculation, but what’s important - much like in the framework section - is to show your interviewer that you have a plan, in the form of a structured approach. You can write your plan on the sheet containing the data, then perform the calculations on a scrap sheet and fill in the results afterward.

5.2. Common business knowledge and formulas

Although some consulting firms claim they don’t evaluate candidates based on their business knowledge, familiarity with basic business concepts and formulae is very useful in terms of understanding the case studies you are given in the first instance and drawing inspiration for structuring and brainstorming.

If you are coming from a business undergrad, an MBA or are an experienced hire, you might well have this covered already. For those coming from a different background, it may be useful to cover some.

Luckily, you don’t need a degree-level understanding of business to crack case interviews , and a lot of the information you will pick up by osmosis as you read through articles like this and go through cases.

However, some things you will just need to sit down and learn. We cover everything you need to know in some detail in our Case Academy Course course. However, some examples here of things you need to learn are:

  • Basic accounting (particularly how to understand all the elements of a balance sheet)
  • Basic economics
  • Basic marketing
  • Basic strategy

Below we include a few elementary concepts and formulae so you can hit the ground running in solving cases. We should note that you should not memorise these and indeed a good portion of them can be worked out logically, but you should have at least some idea of what to expect as this will make you faster and will free up much of your mental computing power. In what follows we’ll tackle concepts that you will encounter in the private business sector as well as some situations that come up in cases that feature clients from the NGO or governmental sector.

5.2.1 Business sector concepts

These concepts are the bread and butter of almost any business case so you need to make sure you have them down. Naturally, there will be specificities and differences between cases but for the most part here is a breakdown of each of them.

5.2.1.1. Revenue

The revenue is the money that the company brings in and is usually equal to the number of products they sell multiplied to the price per item and can be expressed with the following equation:

Revenue = Volume x Price

Companies may have various sources of revenue or indeed multiple types of products, all priced differently which is something you will need to account for in your case interview. Let’s consider some situations. A clothing company such as Nike will derive most of their revenue from the number of products they sell times the average price per item. Conversely, for a retail bank revenue is measured as the volume of loans multiplied by the interest rate at which the loans are given out. As we’ll see below, we might consider primary revenues and ancillary revenues: in the case of a football club, we might calculate primary revenues by multiplying the number of tickets sold by the average ticket price, and ancillary revenues those coming from sales of merchandise (similarly, let’s say average t-shirt price times the number of t-shirts sold), tv rights and sponsorships.

These are but a few examples and another reminder that you should always aim to ask questions and understand the precise revenue structure of the companies you encounter in cases.

5.2.1.2. Costs

The costs are the expenses that a company incurs during its operations. Generally, they can be broken down into fixed and variable costs :

Costs = Fixed Costs + Variable Costs

As their name implies, fixed costs do not change based on the number of units produced or sold. For example, if you produce shoes and are renting the space for your factory, you will have to pay the rent regardless of whether you produce one pair or 100. On the other hand, variable costs depend on the level of activity, so in our shoe factory example they would be equivalent to the materials used to produce each pair of shoes and would increase the more we produce.

These concepts are of course guidelines used in order to simplify the analysis in cases, and you should be aware that in reality often the situation can be more complicated. However, this should be enough for case interviews. Costs can also be quasi-fixed, in that they increase marginally with volume. Take the example of a restaurant which has a regular staff, incurring a fixed cost but during very busy hours or periods they also employ some part-time workers. This cost is not exactly variable (as it doesn’t increase with the quantity of food produced) but also not entirely fixed, as the number of extra hands will depend on how busy the restaurant is. Fixed costs can also be non-linear in nature. Let’s consider the rent in the same restaurant: we would normally pay a fixed amount every month, but if the restaurant becomes very popular we might need to rent out some extra space so the cost will increase. Again, this is not always relevant for case interviews.

5.2.1.3. Profit and profit margin

The profit is the amount of money a company is left with after it has paid all of its expenses and can be expressed as follows:

Profit = Revenue - Costs

It’s very likely that you will encounter a profitability issue in one of your case interviews, namely you will be asked to increase a company’s profit. There are two main ways of doing this: increasing revenues and reducing costs , so these will be the two main areas you will have to investigate. This may seem simple but what you will really need to understand in a case are the key drivers of a business (and this should be done through clarifying questions to the interviewer - just as a real consultant would question their client).

For example, if your client is an airline you can assume that the main source of revenue is sales of tickets, but you should inquire how many types of ticket the specific airline sells. You may naturally consider economy and business class tickets, but you may find out that there is a more premium option - such as first class - and several in-between options. Similarly to our football club example, there may be ancillary revenues from selling of food and beverage as well as advertising certain products or services on flights.

You may also come across the profit margin in case interviews. This is simply the percentage of profit compared to the revenue and can be expressed as follows:

Profit margin = Profit/Revenue x 100

5.2.1.4. Break-even point

An ancillary concept to profit, the break-even point is the moment where revenues equal costs making the profit zero and can be expressed as the following equation:

Revenues = Costs (Fixed costs + Variable costs)

This formula will be useful when you are asked questions such as ‘What is the minimum price I should sell product X?’ or ‘What quantity do I need to sell in order to recoup my investment?’. Let’s say in a case interview an owner of a sandwich store asks us to figure out how many salami and cheese salami sandwiches she needs to sell in order to break even. She’s spending $4 on salami and $2 for cheese and lettuce per sandwich, and believes she can sell the sandwiches at around $7. The cost of utilities and personnel is around $5000 per month. We could lay this all out in the break-even equation:

7 x Q ( quantity ) = (4+2) x Q + 5000 ( variable + fixed costs )

In a different scenario, we may be asked to calculate the break-even price . Let’s consider our sandwich example and say our owner knows she has enough ingredients for about 5000 sandwiches per month but is not sure how much to sell them for. In that case, if we know our break-even equation, we can simply make the following changes:

P ( price ) x 5000 = (4+2) x 5000 + 5000

By solving the equation we get to the price of $7 per sandwich.

5.2.1.5. Market share and market size

We can also consider the market closely with profit, as in fact the company’s performance in the market is what drives profits. The market size is the total number of potential customers for a certain business or product, whereas the market share is the percentage of that market that your business controls (or could control, depending on the case).

There is a good chance you will have to estimate the market size in one of your case interviews and we get into more details on how to do that below. You may be asked to estimate this in either number of potential customers or total value . The latter simply refers to the number of customers multiplied by the average value of the product or service.

To calculate the market share you will have to divide the company’s share by the total market size and multiply by 100:

Note, though, that learning the very basics of business is the beginning rather than the end of your journey. Once you are able to “speak business” at a rudimentary level, you should try to “become fluent” and immerse yourself in reading/viewing/listening to as wide a variety of business material as possible, getting a feel for all kinds of companies and industries - and especially the kinds of problems that can come up in each context and how they are solved. The material put out by the consulting firms themselves is a great place to start, but you should also follow the business news and find out about different companies and sectors as much as possible between now and interviews. Remember, if you’re going to be a consultant, this should be fun rather than a chore!

5.3 Public sector and NGO concepts

As we mentioned, there will be some cases (see section 6.6 for a more detailed example) where the key performance indicators (or KPIs in short) will not be connected to profit. The most common ones will involve the government of a country or an NGO, but they can be way more diverse and require more thought and application of first principles. We have laid out a couple of the key concepts or KPIs that come up below

5.3.1 Quantifiability

In many such scenarios you will be asked to make an important strategic decision of some kind or to optimise a process. Of course these are not restricted to non-private sector cases but this is where they really come into their own as there can be great variation in the type of decision and the types of field.

While there may be no familiar business concepts to anchor yourself onto, a concept that is essential is quantifiability . This means, however qualitative the decision might seem, consultants rely on data so you should always aim to have aspects of a decision that can be quantified, even if the data doesn’t present itself in a straightforward manner.

Let’s take a practical example. Your younger sibling asks you to help them decide which university they should choose if they want to study engineering. One way to structure your approach would be to segment the problem into factors affecting your sibling’s experience at university and experience post-university. Within the ‘at uni’ category you might think about the following:

  • Financials : How much are tuition costs and accommodation costs?
  • Quality of teaching and research : How are possible universities ranked in the QS guide based on teaching and research?
  • Quality of resources : How well stocked is their library, are the labs well equipped etc.?
  • Subject ranking : How is engineering at different unis ranked?
  • Life on campus and the city : What are the living costs in the city where the university is based? What are the extracurricular opportunities and would your sibling like to live in that specific city based on them?

Within the ‘out of uni’ category you might think about:

  • Exit options : What are the fields in which your sibling could be employed and how long does it take the average student of that university to find a job?
  • Alumni network : What percentage of alumni are employed by major companies?
  • Signal : What percentage of applicants from the university get an interview in major engineering companies and related technical fields?

You will perhaps notice that all the buckets discussed pose quantifiable questions meant to provide us with data necessary to make a decision. It’s no point to ask ‘Which university has the nicest teaching staff?’ as that can be a very subjective metric.

5.3.1 Impact

Another key concept to consider when dealing with sectors other than the private one is how impactful a decision or a line of inquiry is on the overarching issue , or whether all our branches in our issue tree have a similar impact. This can often come in the form of impact on lives, such as in McKinsey’s conservation case discussed below, namely how many species can we save with our choice of habitat.

5.4 Common consulting concepts

Consultants use basic business concepts on an every day basis, as they help them articulate their frameworks to problems. However, they also use some consulting specific tools to quality check their analysis and perform in the most efficient way possible. These principles can be applied to all aspects of a consultant’s work, but for brevity we can say they mostly impact a consultant’s systematic approach and communication - two very important things that are also tested in case interviews. Therefore, it’s imperative that you not only get to know them, but learn how and when to use them as they are at the very core of good casing. They are MECE-ness, the Pareto Principle and the Pyramid principle and are explained briefly below - you should, however, go on to study them in-depth in their respective articles.

Perhaps the central pillar of all consulting work and an invaluable tool to solve cases, MECE stands for Mutually Exclusive and Collectively Exhaustive . It can refer to any and every aspect in a case but is most often used when talking about structure. We have a detailed article explaining the concept here , but the short version is that MECE-ness ensures that there is no overlap between elements of a structure (i.e. the Mutually Exclusive component) and that it covers all the drivers or areas of a problem (Collectively Exhaustive). It is a concept that can be applied to any segmentation when dividing a set into subsets that include it wholly but do not overlap.

Let’s take a simple example and then a case framework example. In simple terms, when we are asked to break down the set ‘cars’ into subsets, dividing cars into ‘red cars’ and ‘sports cars’ is neither mutually exclusive (as there are indeed red sports cars) nor exhaustive of the whole set (i.e. there are also yellow non-sports cars that are not covered by this segmentation). A MECE way to segment would be ‘cars produced before 2000’ and ‘cars produced after 2000’ as this segmentation allows for no overlap and covers all the cars in existence.

Dividing cars can be simple, but how can we ensure MECEness in a case-interview a.k.a. a business situation. While the same principles apply, a good tip to ensure that your structure is MECE is to think about all the stakeholders - i.e. those whom a specific venture involves.

Let’s consider that our client is a soda manufacturer who wants to move from a business-to-business strategy, i.e. selling to large chains of stores and supermarkets, to a business-to-consumer strategy where it sells directly to consumers. In doing so they would like to retrain part of their account managers as direct salespeople and need to know what factors to consider.

A stakeholder-driven approach would be to consider the workforce and customers and move further down the issue tree, thinking about individual issues that might affect them. In the case of the workforce, we might consider how the shift would affect their workload and whether it takes their skillset into account. As for the customers, we might wonder whether existing customers would be satisfied with this move: will the remaining B2B account managers be able to provide for the needs of all their clients and will the fact that the company is selling directly to consumers now not cannibalise their businesses? We see how by taking a stakeholder-centred approach we can ensure that every single perspective and potential issue arising from it is fully covered.

5.4.2 The Pareto Principle

Also known as the 80/20 rule, this principle is important when gauging the impact of a decision or a factor in your analysis. It simply states that in business (but not only) 80% of outcomes come from 20% of causes. What this means is you can make a few significant changes that will impact most of your business organisation, sales model, cost structure etc.

Let’s have a look at 3 quick examples to illustrate this:

  • 80% of all accidents are caused by 20% of drivers
  • 20% of a company’s products account for 80% of the sales
  • 80% of all results in a company are driven by 20% of its employees

The 80/20 rule will be a very good guide line in real engagements as well as case interviews, as it will essentially point to the easiest and most straightforward way of doing things. Let’s say one of the questions in a case is asking you to come up with an approach to understand the appeal of a new beard trimmer. Obviously you can’t interview the whole male population so you might think about setting up a webpage and asking people to comment their thoughts. But what you would get would be a laundry list of difficult to sift through data.

Using an 80/20 approach you would segment the population based on critical factors (age groups, grooming habits etc.) and then approach a significant sample size of each (e.g. 20), analysing the data and reaching a conclusion.

5.4.3 The Pyramid Principle

This principle refers to organising your communication in a top-down , efficient manner. While this is generally applicable, the pyramid principle will most often be employed when delivering the final recommendation to your client. This means - as is implicit in the name - that you would organise your recommendation (and communication in general) as a pyramid, stating the conclusion or most important element at the top then go down the pyramid listing 3 supporting arguments and then further (ideally also 3) supporting arguments for those supporting arguments.

Let’s look at this in practice in a case interview context: your client is a German air-conditioning unit manufacturer who was looking to expand into the French market. However, after your analysis you’ve determined that the market share they were looking to capture would not be feasible. A final recommendation using the Pyramid Principle would sound something like this: ‘I recommend that we do not enter the German market for the following three reasons. Firstly, the market is too small for our ambitions of $50 million. Secondly the market is heavily concentrated, being controlled by three major players and our 5 year goal would amount to controlling 25% of the market, a share larger than that of any of the players. Thirdly, the alternative of going into the corporate market would not be feasible, as it has high barriers to entry.Then, if needed, we could delve deeper into each of our categories

6. Case examples or building blocks?

As we mentioned before, in your case interview preparation you will undoubtedly find preparation resources that claim that there are several standard types of cases and that there is a general framework that can be applied to each type of case. While there are indeed cases that are straightforward at least in appearance and seemingly invite the application of such frameworks, the reality is never that simple and cases often involve multiple or more complicated components that cannot be fitted into a simple framework.

At MCC we don’t want you to get into the habit of trying to identify which case type you’re dealing with and pull out a framework, but we do recognize that there are recurring elements in frameworks that are useful - such as the profitability of a venture (with its revenues and costs), the valuation of a business, estimating and segmenting a market and pricing a product.

We call these building blocks because they can be used to build case frameworks but are not a framework in and of themselves, and they can be shuffled around and rearranged in any way necessary to be tailored to our case. Hence, our approach is not to make you think in terms of case types but work from first principles and use these building blocks to build your own framework. Let’s take two case prompts to illustrate our point.

The first is from the Bain website, where the candidate is asked whether they think it’s a good idea for their friend to open a coffee shop in Cambridge UK (see the case here ). The answer framework provided here is a very straightforward profitability analysis framework, examining the potential revenues and potential costs of the venture:

Profitability framework

While this is a good point to start for your case interview (especially taken together with the clarifying questions), we will notice that this approach will need more tailoring to the case - for example the quantity of coffee will be determined by the market for coffee drinkers in Cambridge, which we have to determine based on preference. We are in England so a lot of people will be drinking tea but we are in a university town so perhaps more people than average are drinking coffee as it provides a better boost when studying. All these are some much needed case-tailored hypotheses that we can make based on the initial approach.

Just by looking at this case we might be tempted to say that we can just take a profitability case and apply it without any issues. However, this generic framework is just a starting point and in reality we would need to tailor it much further in the way we had started to do in order to get to a satisfactory answer. For example, the framework for this specific case interview doesn’t cover aspects such as the customer’s expertise: does the friend have any knowledge of the coffee business, such as where to source coffee and how to prepare it? Also, we could argue there may be some legal factors to consider here, such as any approvals that they might need from the city council to run a coffee shop on site, or some specific trade licences that are not really covered in the basic profitability framework.

Let’s take a different case , however, from the McKinsey website. In this scenario, the candidate is being asked to identify some factors in order to choose where to focus the client’s conservation efforts. Immediately we can realise that this case doesn’t lend itself to any pre-packaged framework and we will need to come up with something from scratch - and take a look at McKinsey’s answer of the areas to focus on:

Conservation case

We notice immediately that this framework is 100% tailored to the case - of course there are elements which we encounter in other cases, such as costs and risks but again these are applied in an organic way. It’s pretty clear that while no standard framework would work in this case, the aforementioned concepts - costs and risks - and the way to approach them (a.k.a building blocks ) are fundamentally similar throughout cases (with the obvious specificities of each case).

In what follows, we’ll give a brief description of each building block starting from the Bain example discussed previously, in order to give you a general idea of what they are and their adaptability, but you should make sure to follow the link to the in-depth articles to learn all their ins and outs.

6.1 Estimates and segmentation

This building block will come into play mostly when you’re thinking about the market for a certain product (but make sure to read the full article for more details). Let’s take our Bain Cambridge coffee example. As we mentioned under the quantity bucket we need to understand what the market size for coffee in Cambridge would be - so we can make an estimation based on segmentation .

The key to a good estimation is the ability to logically break down the problem into more manageable pieces. This will generally mean segmenting a wider population to find a particular target group. We can start off with the population of Cambridge - which we estimate at 100.000. In reality the population is closer to 150.000 but that doesn’t matter - the estimation has to be reasonable and not accurate , so unless the interviewer gives you a reason to reconsider you can follow your instinct. We can divide that into people who do and don’t drink coffee. Given our arguments before, we can conclude that 80% of those, so 80.000 drink coffee. Then we can further segment into those who drink regularly - let’s say every day - and those who drink occasionally - let’s say once a week. Based on the assumptions before about the student population needing coffee to function, and with Cambridge having a high student population, we can assume that 80% of those drinking coffee are regular drinkers, so that would be 64.000 regular drinkers and 16.000 occasional drinkers. We can then decide whom we want to target what our strategy needs to be:

Coffee segmentation

This type of estimation and segmentation can be applied to any case specifics - hence why it is a building block.

6.2 Profitability

We had several looks at this building block so far (see an in-depth look here ) as it will show up in most case interivew scenarios, since profit is a key element in any company’s strategy. As we have seen, the starting point to this analysis is to consider both the costs and revenues of a company, and try to determine whether revenues need to be improved or whether costs need to be lowered. In the coffee example, the revenues are dictated by the average price per coffe x the number of coffees sold , whereas costs can be split into fixed and variable .

Some examples of fixed costs would be the rent for the stores and the cost of the personnel and utilities, while the most obvious variable costs would be the coffee beans used and the takeaway containers (when needed). We may further split revenues in this case into Main revenues - i.e. the sales of coffee - and Ancillary revenues , which can be divided into Sales of food products (sales of pastries, sandwiches etc., each with the same price x quantity schema) and Revenues from events - i.e renting out the coffee shop to events and catering for the events themselves. Bear in mind that revenues will be heavily influenced by the penetration rate , i.e. the share of the market which we can capture.

6.3 Pricing

Helping a company determine how much they should charge for their goods or services is another theme that comes up frequently in cases. While it may seem less complicated than the other building blocks, we assure you it’s not - you will have to understand and consider several factors, such as the costs a company is incurring, their general strategic positioning, availability, market trends as well as the customers’ willingness to pay (or WTP in short) - so make sure to check out our in-depth guide here .

Pricing Basics

In our example, we may determine that the cost per cup (coffee beans, staff, rent) is £1. We want to be student friendly so we should consider how much students would want to pay for a coffee as well as how much are competitors are charging. Based on those factors, it would be reasonable to charge on average £2 per cup of coffee. It’s true that our competitors are charging £3 but they are targeting mostly the adult market, whose willingness to pay is higher, so their pricing model takes that into account as well as the lower volume of customers in that demographic.

6.4. Valuation

A variant of the pricing building block, a valuation problem generally asks the candidate to determine how much a client should pay for a specific company (the target of an acquisition) as well as what other factors to consider. The two most important factors (but not the only ones - for a comprehensive review see our Valuation article ) to consider are the net present value (in consulting interviews usually in perpetuity) and the synergies .

In short, the net present value of a company is how much profit it currently brings in, divided by how much that cash flow will depreciate in the future and can be represented with the equation below:

Net Present Value

The synergies refer to what could be achieved should the companies operate as one, and can be divided into cost and revenue synergies .

Let’s expand our coffee example a bit to understand these. Imagine that our friend manages to open a chain of coffee shops in Cambridge and in the future considers acquiring a chain of take-out restaurants. The most straightforward example of revenue synergies would be cross-selling, in this case selling coffee in the restaurants as well as in the dedicated stores, and thus getting an immediate boost in market share by using the existing customers of the restaurant chain. A cost synergy would be merging the delivery services of the two businesses to deliver both food and coffee, thus avoiding redundancies and reducing costs associated with twice the number of drivers and vehicles.

6.5. Competitive interaction

This component of cases deals with situations where the market in which a company is operating changes and the company must decide what to do. These changes often have to do with a new player entering the market (again for more details make sure to dive into the Competitive Interaction article ).

Let’s assume that our Cambridge coffee shop has now become a chain and has flagged up to other competitors that Cambridge is a blooming market for coffee. As such, Starbucks has decided to open a few stores in Cambridge themselves, to test this market. The question which might be posed to a candidate is what should our coffee chain do. One way (and a MECE one) to approach the problem is to decide between doing something and doing nothing . We might consider merging with another coffee chain and pooling our resources or playing to our strengths and repositioning ourselves as ‘your student-friendly, shop around the corner’. Just as easily we may just wait the situation out and see whether indeed Starbucks is cutting into our market share - after all, the advantages of our product and services might speak for themselves and Starbucks might end up tanking. Both of these are viable options if argued right and depending on the further specifics of the case.

Competitive Interaction Structure

6.6. Special cases

Most cases deal with private sectors, where the overarching objective entails profit in some form. However, as hinted before, there are cases which deal with other sectors where there are other KPIs in place . The former will usually contain one or several of these building blocks whereas the latter will very likely have neither. This latter category is arguably the one that will stretch your analytical and organisational skills to the limit, since there will be very little familiarity that you can fall back on (McKinsey famously employs such cases in their interview process).

So how do we tackle the structure for such cases? The short answer would be starting from first principles and using the problem driven structure outlined above, but let’s look at a quick example in the form of a McKinsey case :

McKinsey Diconsa Case

The first question addressed to the candidate is the following:

McKinsey Diconsa Case

This is in fact asking us to build a structure for the case. So what should we have in mind here? Most importantly, we should start with a structure that is MECE and we should remember to do that by considering all the stakeholders . They are on the one hand the government and affiliated institutions and on the other the population. We might then consider which issues might arise for each shareholder and what the benefits for them would be, as well as the risks. This approach is illustrated in the answer McKinsey provides as well:

McKinsey Framework

More than anything, this type of case shows us how important it is to practise and build different types of structures, and think about MECE ways of segmenting the problem.

7. How Do I prepare for case interviews

In consulting fashion, the overall preparation can be structured into theoretical preparation and practical preparation , with each category then being subdivided into individual prep and prep with a partner .

As a general rule, the level and intensity of the preparation will differ based on your background - naturally if you have a business background (and have been part of a consulting club or something similar) your preparation will be less intensive than if you’re starting from scratch. The way we suggest you go about it is to start with theoretical preparation , which means learning about case interviews, business and basic consulting concepts (you can do this using free resources - such as the ones we provide - or if you want a more through preparation you can consider joining our Case Academy as well).

You can then move on to the practical preparation which should start with doing solo cases and focusing on areas of improvement, and then move on to preparation with a partner , which should be another candidate or - ideally - an ex-consultant.

Let’s go into more details with respect to each type of preparation.

7.1. Solo practice

The two most important areas of focus in sole preparation are:

  • Mental math

As we mentioned briefly, the best use of your time is to focus on solving cases. You can start with cases listed on MBB sites since they are clearly stated and have worked solutions as well (e.g. Bain is a good place to start) and then move to more complex cases (our Case Library also offers a range of cases of different complexities). To build your confidence, start out on easier case questions, work through with the solutions, and don't worry about time. As you get better, you can move on to more difficult cases and try to get through them more quickly. You should practice around eight case studies on your own to build your confidence.

Another important area of practice is your mental mathematics as this skill will considerably increase your confidence and is neglected by many applicants - much to their immediate regret in the case interview. Find our mental math tool here or in our course, and practice at least ten minutes per day, from day one until the day before the interview.

7.2. Preparation with a partner

There are aspects of a case interview - such as asking clarifying questions - which you cannot do alone and this is why, after you feel comfortable, you should move on to practice with another person. There are two options here:

  • Practicing with a peer
  • Practicing with an ex-consultant

In theory they can be complementary - especially if you’re peer is also preparing for consulting interviews - and each have advantages and disadvantages. A peer is likely to practice with you for free for longer, however you may end up reinforcing some bad habits or unable to get actionable feedback. A consultant will be able to provide you the latter but having their help for the same number of hours as a peer will come at a higher cost. Let’s look at each option in more detail.

7.2.1. Peer preparation

Once you have worked through eight cases solo, you should be ready to simulate the case interview more closely and start working with another person.

Here, many candidates turn to peer practice - that is, doing mock case interviews with friends, classmates or others also applying to consulting. If you’re in university, and especially in business school, there will very likely be a consulting club for you to join and do lots of case practice with. If you don’t have anyone to practice, though, or if you just want to get a bit more volume in with others, our free meeting board lets you find fellow applicants from around the world with whom to practice. We recommend practicing around 10 to 15 ‘live’ cases to really get to a point where you feel comfortable.

7.2.2. Preparation with a consultant

You can do a lot practising by yourself and with peers. However, nothing will bring up your skills so quickly and profoundly as working with a real consultant.

Perhaps think about it like boxing. You can practice drills and work on punch bags all you want, but at some point you need to get into the ring and do some actual sparring if you ever want to be ready to fight.

Practicing with an ex consultant is essentialy a simulation of a case interview. Of course, it isn’t possible to secure the time of experienced top-tier consultants for free. However, when considering whether you should invest to boost your chances of success, it is worth considering the difference in your salary over even just a few years between getting into a top-tier firm versus a second-tier one. In the light of thousands in increased annual earnings (easily accumulating into millions over multiple years), it becomes clear that getting expert interview help really is one of the best investments you can make in your own future.

Should you decide to make this step, MyConsultingCoach can help, offering bespoke mentoring programmes , where you are paired with a 5+ year experienced, ex-MBB mentor of your choosing, who will then oversee your whole case interview preparation from start to finish - giving you your best possible chance of landing a job!

7.3. Practice for online interviews

Standard preparation for interview case studies will carry directly over to online cases.

However, if you want to do some more specific prep, you can work through cases solo to a timer and using a calculator and/or Excel (online cases generally allow calculators and second computers to help you, whilst these are banned in live case interviews).

Older PST-style questions also make great prep, but a particularly good simulation is the self-assessment tests included in our Case Academy course . These multiple choice business questions conducted with a strict time limit are great preparation for the current crop of online cases.

7.4. Fit interviews

As we’ve noted, even something billed as a case interview is very likely to contain a fit interview as a subset.

We have an article on fit interviews and also include a full set of lessons on how to answer fit questions properly as a subset of our comprehensive Case Academy course .

Here though, the important thing to convey is that you take preparing for fit questions every bit as seriously as you do case prep.

Since they sound the same as you might encounter when interviewing for other industries, the temptation is to regard these as “just normal interview questions”.

However, consulting firms take your answers to these questions a good deal more seriously than elsewhere.

This isn’t just for fluffy “corporate culture” reasons. The long hours and close teamwork, as well as the client-facing nature of management consulting, mean that your personality and ability to get on with others is going to be a big part of making you a tolerable and effective co-worker.

If you know you’ll have to spend 14+ hour working days with someone you hire and that your annual bonus depends on them not alienating clients, you better believe you’ll pay attention to their character in interview.

There are also hard-nosed financial reasons for the likes of McKinsey, Bain and BCG to drill down so hard on your answers.

In particular, top consultancies have huge issues with staff retention. The average management consultant only stays with these firms for around two years before they have moved on to a new industry.

In some cases, consultants bail out because they can’t keep up with the arduous consulting lifestyle of long hours and endless travel. In many instances, though, departing consultants are lured away by exit opportunities - such as the well trodden paths towards internal strategy roles, private equity or becoming a start-up founder.

Indeed, many individuals will intentionally use a two year stint in consulting as something like an MBA they are getting paid for - giving them accelerated exposure to the business world and letting them pivot into something new.

Consulting firms want to get a decent return on investment for training new recruits. Thus, they want hires who not only intend to stick with consulting longer-term, but also have a temperament that makes this feasible and an overall career trajectory where it just makes sense for them to stay put.

This should hammer home the point that, if you want to get an offer, you need to be fully prepared to answer fit questions - and to do so excellently - any time you have a case interview.

8. Interview day - what to expect, with tips

Of course, all this theory is well and good, but a lot of readers might be concerned about what exactly to expect in real life . It’s perfectly reasonable to want to get as clear a picture as possible here - we all want to know what we are going up against when we face a new challenge!

Indeed, it is important to think about your interview in more holistic terms, rather than just focusing on small aspects of analysis. Getting everything exactly correct is less important than the overall approach you take to reasoning and how you communicate - and candidates often lose sight of this fact.

In this section, then, we’ll run through the case interview experience from start to finish, directing you to resources with more details where appropriate. As a supplement to this, the following video from Bain is excellent. It portrays an abridged version of a case interview, but is very useful as a guide to what to expect - not just from Bain, but from McKinsey, BCG and any other high-level consulting firm.

8.1. Getting started

Though you might be shown through to the office by a staff member, usually your interviewer will come and collect you from a waiting area. Either way, when you first encounter them, you should greet your interviewer with a warm smile and a handshake (unless they do not offer their hand). Be confident without verging into arrogance. You will be asked to take a seat in the interviewer’s office, where the case interview can then begin.

8.1.1. First impressions

In reality, your assessment begins before you even sit down at your interviewer’s desk. Whether at a conscious level or not, the impression you make within the first few seconds of meeting your interviewer is likely to significantly inform the final hiring decision (again, whether consciously or not).

Your presentation and how you hold yourself and behave are all important . If this seems strange, consider that, if hired, you will be personally responsible for many clients’ impressions of the firm. These things are part of the job! Much of material on the fit interview is useful here, whilst we also cover first impressions and presentation generally in our article on what to wear to interview .

As we have noted above, your interview might start with a fit segment - that is, with the interviewer asking questions about your experiences, your soft skills, and motivation to want to join consulting generally and that firm in particular. In short, the kinds of things a case study can’t tell them about you. We have a fit interview article and course to get you up to speed here.

8.1.2. Down to business

Following an initial conversation, your interviewer will introduce your case study , providing a prompt for the question you have to answer. You will have a pen and paper in front of you and should (neatly) note down the salient pieces of information (keep this up throughout the interview).

It is crucial here that you don’t delve into analysis or calculations straight away . Case prompts can be tricky and easy to misunderstand, especially when you are under pressure. Rather, ask any questions you need to fully understand the case question and then validate that understanding with the interviewer before you kick off any analysis. Better to eliminate mistakes now than experience that sinking feeling of realising you have gotten the whole thing wrong halfway through your case!

This process is covered in our article on identifying the problem and in greater detail in our Case Academy lesson on that subject.

8.1.3. Analysis

Once you understand the problem, you should take a few seconds to set your thoughts in order and draw up an initial structure for how you want to proceed. You might benefit from utilising one or more of our building blocks here to make a strong start. Present this to your interviewer and get their approval before you get into the nuts and bolts of analysis.

We cover the mechanics of how to structure your problem and lead the analysis in our articles here and here and more thoroughly in the MCC Case Academy . What it is important to convey here, though, is that your case interview is supposed to be a conversation rather than a written exam . Your interviewer takes a role closer to a co-worker than an invigilator and you should be conversing with them throughout.

Indeed, how you communicate with your interviewer and explain your rationale is a crucial element of how you will be assessed. Case questions in general, are not posed to see if you can produce the correct answer, but rather to see how you think . Your interviewer wants to see you approach the case in a structured, rational fashion. The only way they are going to know your thought processes, though, is if you tell them!

To demonstrate this point, here is another excellent video from Bain, where candidates are compared.

Note that multiple different answers to each question are considered acceptable and that Bain is primarily concerned with the thought processes of the candidate’s exhibit .

Another reason why communication is absolutely essential to case interview success is the simple reason that you will not have all the facts you need to complete your analysis at the outset. Rather, you will usually have to ask the interviewer for additional data throughout the case to allow you to proceed .

NB: Don't be let down by your math!

Your ability to quickly and accurately interpret these charts and other figures under pressure is one of the skills that is being assessed. You will also need to make any calculations with the same speed and accuracy (without a calculator!). As such, be sure that you are up to speed on your consulting math .

8.1.4. Recommendation

Finally, you will be asked to present a recommendation. This should be delivered in a brief, top-down "elevator pitch" format , as if you are speaking to a time-pressured CEO. Again here, how you communicate will be just as important as the details of what you say, and you should aim to speak clearly and with confidence.

For more detail on how to give the perfect recommendation, take a look at our articles on the Pyramid Principle and providing recommendations , as well the relevant lesson within MCC Academy .

8.1.5. Wrapping up

After your case is complete, there might be a few more fit questions - including a chance for you to ask some questions of the interviewer . This is your opportunity to make a good parting impression.

We deal with the details in our fit interview resources. However, it is always worth bearing in mind just how many candidates your interviewers are going to see giving similar answers to the same questions in the same office. A pretty obvious pre-requisite to being considered for a job is that your interviewer remembers you in the first place. Whilst you shouldn't do something stupid just to be noticed, asking interesting parting questions is a good way to be remembered.

Now, with the interview wrapped up, it’s time to shake hands, thank the interviewer for their time and leave the room .

You might have other case interviews or tests that day or you might be heading home. Either way, if know that you did all you could to prepare, you can leave content in the knowledge that you have the best possible chance of receiving an email with a job offer. This is our mission at MCC - to provide all the resources you need to realise your full potential and land your dream consulting job!

8.2. Remote and one-way interview tips

Zoom case interviews and “one-way” automated fit interviews are becoming more common as selection processes are increasingly remote, with these new formats being accompanied by their own unique challenges.

Obviously you won’t have to worry about lobbies and shaking hands for a video interview. However, a lot remains the same. You still need to do the same prep in terms of getting good at case cracking and expressing your fit answers. The specific considerations around remote case interviews are, in effect, around making sure you come across as effectively as you would in person.

8.2.1. Connection

It sounds trivial, but a successful video case interview of any kind presupposes a functioning computer with a stable and sufficient internet connection.

Absolutely don’t forget to have your laptop plugged in, as your battery will definitely let you down mid-interview. Similarly, make sure any housemates or family know not to use the microwave, vacuum cleaner or anything else that makes wifi cut out (or makes a lot of noise, obviously)

If you have to connect on a platform you don’t use much (for example, if it’s on Teams and you’re used to Zoom), make sure you have the up to date version of the app in advance, rather than having to wait for an obligatory download and end up late to join. Whilst you’re at it, make sure you’re familiar with the controls etc. At the risk of being made fun of, don’t be afraid to have a practice call with a friend.

8.2.2. Dress

You might get guidance on a slightly more relaxed dress code for a Zoom interview. However, if in doubt, dress as you would for the real thing (see our article here ).

Either way, always remember that presentation is part of what you are being assessed on - the firm needs to know you can be presentable for clients. Taking this stuff seriously also shows respect for your interviewer and their time in interviewing you.

8.2.3. Lighting

An aspect of presentation that you have to devote some thought to for a Zoom case interview is your lighting.

Hopefully, you long ago nailed a lighting set-up during the Covid lockdowns. However, make sure to check your lighting in advance with your webcam - bearing in mind what time if day your case interview actually is. If your case interview is late afternoon, don’t just check in the morning. Make sure you aren’t going to be blinded from light coming in a window behind your screen, or that you end up with the weird shadow stripes from blinds all over your face.

Natural light is always best, but if there won’t be much of that during your interview, you’ll likely want to experiment with moving some lamps around.

8.2.4. Clarity

The actual stories you tell in an automated “one-way” fit interview will be the same as for a live equivalent. If anything, things should be easier, as you can rattle off a practised monologue without an interviewer interrupting you to ask for clarifications.

You can probably also assume that the algorithm assessing your performance is sufficiently capable that it will be observing you at much the same level as a human interviewer. However, it is probably still worth speaking as clearly as possible with these kinds of interviews and paying extra attention to your lighting to ensure that your face is clearly visible.

No doubt the AIs scoring these interviews are improving all the time, but you still want to make their job as easy as possible. Just think about the same things as you would with a live Zoom case interview, but more so.

9. How we can help

There are lots of great free resources on this site to get you started with preparation, from all our articles on case solving and consulting skills to our free case library and peer practice meeting board .

To step your preparation up a notch, though, our Case Academy course will give you everything you need to know to solve the most complex of cases - whether those are in live case interviews, with chatbots, written tests or any other format.

Whatever kind of case you end up facing, nothing will bring up your skillset faster than the kind of acute, actionable feedback you can get from a mock case interview a real, MBB consultant. Whilst it's possible to get by without this kind of coaching, it does tend to be the biggest single difference maker for successful candidates.

You can find out more on our coaching page:

Explore Coaching

Of course, for those looking for a truly comprehensive programme, with a 5+ year experienced MBB consultant overseeing their entire prep personally, from networking and applications right through to your offer, we have our mentoring programmes.

You can read more here:

Comprehensive Mentoring

Account not confirmed

A panoramic banner image featuring a hand holding a photograph against a blurred, abstract blue background. Inside the photograph, two professionals, Hojin and Sobitha, are engaged in a discussion across a table in a well-lit office setting overlooking the cityscape of Seoul. Both are dressed in business attire, and a laptop is visible between them, indicating a work-related meeting.

Case Interview Preparation

Perform at your best during your case interview., bcgers share their case study interview tips., follow these dos and don ’ ts to ace your case prep:, test your case interview skills with these interactive quizzes., set out a climate strategy for a client., restore client satisfaction at a digital bank., test your it strategy and architecture skills..

Career in Consulting

case study of interview process

280 Free Case Interview Examples

Do you want to get access to over 280 free case interview examples (with answers)?

If you have interviews planned at McKinsey ,  The Boston Consulting Group , or any other consulting firm, you are probably looking for case interview examples.

So, to help you prepare, I have compiled a list of 280 free case interview examples:

  • Over 30 free case interview examples (+ interview prep tips) from the websites of top consulting firms
  • More than 250 free case interview examples from top business school case books

Moreover, you’ll get  my take on which case studies you will likely have in interviews.

In short, the resources listed hereafter will be very helpful if you are starting out or have already made good progress in preparing for your case interviews.

One last word : check out this free case-cracking course to learn how to crack the most recent types of case questions consulting firms use in actual interviews.

Let’s get started!

Table of Contents

Get the latest data about salaries in consulting, mckinsey: tips and case interview examples.

McKinsey & Company’s website is definitely one of my favorites.

Because this gives so much insightful information about the role of a consultant and what the hiring process looks like.

Therefore, I highly recommend spending time on their website, even if you are not targeting McKinsey.

In the meantime, here are 8 McKinsey case interview examples

  • Electro-light
  • GlobaPharma
  • National Education
  • Talbot trucks
  • Shops corporation
  • Conservation forever

McKinsey hub

Check out the McKinsey Hub : A library of 20+ free resources that cover everything you need to secure a job offer at McKinsey.

Besides, here is another McKinsey case interview example.

This case interview question has been recently asked in a real interview:

𝘩𝘊𝘱𝘳𝘊𝘰, 𝘱 đ˜‘đ˜ąđ˜±đ˜ąđ˜Żđ˜Šđ˜Žđ˜Š đ˜­đ˜Šđ˜ąđ˜„đ˜Ș𝘯𝘹 đ˜źđ˜ąđ˜Żđ˜¶đ˜§đ˜ąđ˜€đ˜”đ˜¶đ˜łđ˜Šđ˜ł 𝘰𝘧 đ˜Šđ˜­đ˜Šđ˜€đ˜”đ˜łđ˜Șđ˜€ đ˜±đ˜ąđ˜Žđ˜Žđ˜Šđ˜Żđ˜šđ˜Šđ˜ł đ˜·đ˜Šđ˜©đ˜Șđ˜€đ˜­đ˜Šđ˜Ž, đ˜©đ˜ąđ˜Ž 𝘣𝘩𝘩𝘯 đ˜Žđ˜”đ˜łđ˜¶đ˜šđ˜šđ˜­đ˜Ș𝘯𝘹 𝘾đ˜Șđ˜”đ˜© 𝘱 𝘭𝘰𝘾 đ˜źđ˜ąđ˜łđ˜Źđ˜Šđ˜” đ˜Žđ˜©đ˜ąđ˜łđ˜Š đ˜Ș𝘯 đ˜”đ˜©đ˜Š 𝘉2𝘉 đ˜Žđ˜Šđ˜šđ˜źđ˜Šđ˜Żđ˜”. đ˜›đ˜©đ˜Šđ˜ș đ˜Šđ˜Żđ˜«đ˜°đ˜ș đ˜Žđ˜”đ˜łđ˜°đ˜Żđ˜š đ˜±đ˜°đ˜Žđ˜Șđ˜”đ˜Ș𝘰𝘯𝘮 đ˜Ș𝘯 đ˜”đ˜©đ˜Š 𝘉2𝘊 đ˜Žđ˜±đ˜ąđ˜€đ˜Š, đ˜Łđ˜°đ˜”đ˜© đ˜„đ˜°đ˜źđ˜Šđ˜Žđ˜”đ˜Șđ˜€đ˜ąđ˜­đ˜­đ˜ș đ˜ąđ˜Żđ˜„ đ˜Ș𝘯 đ˜”đ˜©đ˜Š đ˜Șđ˜Żđ˜”đ˜Šđ˜łđ˜Żđ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜źđ˜ąđ˜łđ˜Źđ˜Šđ˜”. đ˜đ˜°đ˜žđ˜Šđ˜·đ˜Šđ˜ł, 𝘩𝘊𝘱𝘳𝘊𝘰’𝘮 𝘮𝘱𝘭𝘩𝘮 đ˜”đ˜° 𝘮𝘼𝘱𝘭𝘭 đ˜ąđ˜Żđ˜„ đ˜źđ˜Šđ˜„đ˜Șđ˜¶đ˜ź 𝘮đ˜Șđ˜»đ˜Š đ˜Łđ˜¶đ˜Žđ˜Ș𝘯𝘩𝘮𝘮𝘩𝘮 đ˜€đ˜°đ˜Żđ˜”đ˜Șđ˜Żđ˜¶đ˜Š đ˜Žđ˜”đ˜ąđ˜șđ˜Ș𝘯𝘹 𝘧𝘱𝘳 𝘣𝘩𝘭𝘰𝘾 𝘩đ˜čđ˜±đ˜Šđ˜€đ˜”đ˜ąđ˜”đ˜Ș𝘰𝘯𝘮. đ˜›đ˜©đ˜Š 𝘊𝘌𝘖 đ˜©đ˜ąđ˜Ž đ˜Șđ˜Żđ˜·đ˜Șđ˜”đ˜Šđ˜„ đ˜șđ˜°đ˜¶ đ˜”đ˜° đ˜©đ˜Šđ˜­đ˜± đ˜”đ˜©đ˜Šđ˜ź đ˜°đ˜¶đ˜”.

How would you approach this business problem?

When ready, check this video below where I present how to approach this problem.

BCG: Tips And Case Interview Examples

The Boston Consulting Group website  states something very important: the goal of the hiring process is to get to know you better, which means, in the context of Consulting interviews, understanding how you solve problems .

Remember this: in case interviews,  to show how you think is MUCH MORE IMPORTANT than to find an answer to the case .

As a result, you will have case study questions to showcase your problem-solving skills. Likewise, fit interviews have the same purpose: to show what problems you faced and how you resolved them.

  • BCG interview prep tips
  • BCG’s interactive case tool
  • BCG case interview example: climate change challenge
  • BCG case interview example: GenCo
  • BCG case interview example: FoodCo

case study of interview process

Check out the BCG Hub : A library of 20+ free resources that cover everything you need to secure a job offer at BCG.

Bain: Tips And Case Interview Examples

Bain & Company’s website highlights something very important: successful applicants manage to turn a case interview into a conversation between two consultants .

In other words, you don’t want to appear as a candidate but as a consultant !

To do this, you need to master the main problem-solving techniques that consulting firms want to see.

  • Bain interview prep tips here and here
  • Bain case interview examples: coffee , fashioco
  • Bain case interview sample videos: a first video , a second video

case study of interview process

Check out the Bain Hub : A library of 20+ free resources that cover everything you need to secure a job offer at Bain & Company.

Deloitte: Tips And Case Interview Examples

As for the BCG’s section above, the Deloitte website clearly states that in case interviews , it is much more important to show how you think and interact with your interviewer than to find the right answer to the case.

  • Deloitte interview prep tips
  • Deloitte case interview examples: here (more than 15 case interview examples)
  • Deloitte case interview example: Federal Agency
  • Deloitte case interview example: Recreation Unlimited
  • Deloitte case interview example: Federal benefits Provider
  • Deloitte case interview example: Federal Civil Cargo protection Bureau

Get 4 Complete Case Interview Courses For Free

case study of interview process

You need 4 skills to be successful in all case interviews: Case Structuring, Case Leadership, Case Analytics, and Communication. Join this free training and learn how to ace ANY case questions.

Oliver Wyman: Tips And Case Interview Examples

Like the Deloitte website, Oliver Wyman’s website points out that, above all,  you must demonstrate your ability to think in a structured, analytical, and creative way.

In other words, there are no right or wrong answers, but only showing how you solve problems matters.

  • Oliver Wyman interview prep tips
  • Oliver Wyman case interview examples: here (Aqualine) and here (Wumbleworld)

Kearney: Tips And Case Interview Examples

Now it’s time to tell you something you could have heard a hundred times.

Yet too many candidates do it.

Do NOT force your solution to adapt to a standard framework . As a result, this will only take you to a place you don’t want to go: the pool of rejected candidates .

To learn more about this, check the “What Not To Do” section on the AT Kearney website .

  • Kearney interview prep tips
  • Kearney case interview examples: here and here
  • Kearney case book: here

Strategy&: Interview Prep Tips

Strategy& doesn’t provide case study examples on its website, but it shares insights on career progression, which I recommend reading when you prepare for your fit interviews.

  • Strategy& interview prep tips

Roland Berger: Tips And Case Interview Examples

I like the examples of case studies presented on the Roland Berger website .

Because the two examples of case studies are very detailed and illustrate the kind of solutions your interviewers expect during case discussions.

  • Roland Berger interview prep tips
  • A first Roland Berger case interview example: part 1 and part 2
  • A second Roland Berger case interview example: part 1 and part 2

Alix Partners: Interview Prep Tips

Like Strategy&, Alix Partners doesn’t provide case study examples on its website.

However, they give an overview of what they are looking for: they want entrepreneurial, self-starter, and analytical candidates, which are skills that all consulting firms highly appreciate .

  • Alix Partners interview prep tips

OC&C: Interview Prep Tips

Here are two case study examples from OC&C:

  • Imported spirit
  • Leisure clubs

253 Case Studies From Business School Case Books

Most of these 253 case study examples are based on case interviews used by consulting firms in real job interviews .

As a result, you can have a good idea of the case study questions you can have when interviewing at these firms .

The Full List Of 253 Free Case Study Examples

  • Chicago business school
  • Australian Graduate School of Management
  • Columbia business school
  • Harvard business school
  • Wharton business school (2009)
  • Wharton busines school (2017)
  • Darden business school

Do you want to practice a specific type of case study? Now you can…

I have sorted this list of 253 case studies by type:  profitability, market expansion, industry analysis, pricing, investment or acquisition,  and guesstimates (also known as market sizing questions).

Full list of case study examples sorted by type

Bonus #1: Know The Types Of Cases You Are Likely To have During Your Interviews

  • Profitability cases (29% of cases from that list)
  • Investment cases (19% of cases from that list)
  • Market sizing questions (15% of cases from that list)

As a result, assuming you’ll have 6 interviews (and therefore 6 case interviews) during the recruitment process:

  • “Profitability cases are 29%”  means that chances to have 2 profitability case studies during your recruitment process are very high
  • “Investment cases are 19%”  means that chances to have 1 investment case study during your recruitment process are very high.
  • “ Guesstimates are 15%”  means that chances of having  1 market sizing question during your recruitment process are high.

Bonus #2: The 10 Cases I Recommend You Doing Now

Over 250 examples of case interviews are a great list, and you may not know where to start.

So, I’ve compiled a list of my 10 favorite case studies.

The 5 case studies I recommend doing if you are a BEGINNER

1. stern case book: drinks gone flat (starting at page 24).

This is a good introduction to a common type of case (declining sales here). I liked the solution presented for this case, particularly how it started by isolating declining sales (what range of products? Volumes or prices, or both?).

2. Stern case book: Sport bar (starting at page 46)

This is an investment case (should you invest in a new bar). Even if the solution presented in this case book is not MECE , it covers the most common quantitative questions you might have in such a case. I recommend doing this case.

3. Stern case book: MJ Wineries (starting at page 85)

This is a profitability case. I liked the solution presented in this case because it illustrates how specific good candidates should be. The case concerns wine, so a good candidate should mention the quality of lands and grapes as important factors.

4. AGSM case book: Piano tuners (starting at page 57)

This is a typical market sizing question. How to answer this type of question is a must-know before going to your interviews.

5. Darden case book: National Logistics (starting at page 49)

Again, this is a very common case (how to reduce costs). I liked the broad range of questions asked in this case, covering key skills assessed by consulting firms during case interviews: brainstorming skills (or creativity), quantitative skills, and business sense.

The 5 case studies I recommend if you are more ADVANCED in your preparation

1. stern: the pricing games (starting at page 55).

This case study asks you to help your client assess different business models. I liked this case because the range of issues to tackle is quite broad.

2. Wharton 2017: Engineer attrition at SLS Oil & Gas Services (starting at page 55)

I liked this case study because the case prompt is uncommon: your client has been facing a very high attrition rate among its population of Engineers. As a result, it’s very unlikely that your solution fits a well-known framework, and you’ll have to demonstrate your problem-solving skills by developing a specific solution.

3. Wharton 2017: Pharma Company Goes International, Outsources Benefits, Integrates New Technology (starting at page 95)

This case is about a client considering outsourcing a part of their activity. Even though I don’t know if this type of case study is very common, I had many case studies like this when I passed my interviews a few years ago. And I always found them difficult!

4. Insead: Gas retail case (starting at page 73)

The question in the problem statement is very broad, making this case difficult. So, only good candidates can have a structured case discussion here.

5. Darden: Fire Proof (starting at page 84)

This is a market entry case. Try to solve it by developing a structure as MECE as possible.

CareerInConsulting.com's Free Resources

Access my exclusive free training to help you prepare for your case interviews .

Besides, you can learn my step-by-step guide to answering market sizing questions .

You’ll get my formula to solve all market sizing questions.

Moreover, if you are a beginner, you can read my article on how to solve business cases (+ a 4-week prep plan to get case interview ready).

Also, check these 11 must-know frameworks to ace your case interviews.

Finally, you can read the articles in the blog section of my website.

That’s quite a list.

To complete this list, check this free case interview course , where you’ll find case questions recently asked in actual interviews.

Now, I’d like to hear from you.

Which key insights were new to you?

Or maybe I have missed something.

Either way, let me know by leaving a comment below.

SHARE THIS POST

3 thoughts on “280 Free Case Interview Examples”

Pingback: Market sizing questions: the definite guide (2020) - Career in Consulting

Pingback: Case interview prep: a guide for beginners - Career in Consulting

Pingback: What Does A Management Consultant Do? - Career in Consulting

Leave a Comment Cancel Reply

Your email address will not be published. Required fields are marked *

You need 4 skills to be successful in all case interviews: Case Structuring, Case Leadership, Case Analytics, and Communication. Enroll in our 4 free courses and discover the proven systems +300 candidates used to learn these 4 skills and land offers in consulting.

Forage

What Is a Case Study?

What is a case study interview, how to prep for a case study interview, case study interview example questions, during the case study interview.

Rachel Pelta

  • Share on Twitter Share on Twitter
  • Share on Facebook Share on Facebook
  • Share on LinkedIn Share on LinkedIn

A man answering a case study interview question

Forage puts students first. Our blog articles are written independently by our editorial team. They have not been paid for or sponsored by our partners. See our full  editorial guidelines .

Table of Contents

A case study interview isn’t your average interview. While most interviews ask you to give examples of how you use your skills on the job, in a case study interview, you’ll use those skills in front of the interviewer to solve a real-life problem.

It’s like auditioning for the school play. But instead of showing you can sing and dance, you’re using a case interview to show how you provide innovative solutions to pressing business problems. Not sure how to get ready for this kind of interview? We’ve got you covered. This guide explains how to prep for a case study interview.

Case studies are used across a variety of industries — everything from business to medicine. They are an in-depth examination, analysis, and critique of a real-world scenario the company experienced. People discuss the situation and explore what they learned while forming new solutions to try when they face a similar situation in the future and hope to improve their performance.

For example, doctors and nurses use case studies to improve how they diagnose and treat patients. Using real patient information, the medical team analyzes the case to see what the team may have missed and why they missed it. Learning from these errors helps the team better prepare for similar cases in the future to improve patient care.

While many industries use case studies to iterate and improve their performance, not every company uses case study interviews. This type of interview is very common at consulting companies (no matter what kind of consulting it is). But it’s not unusual for companies outside of consulting to use case interviews for marketing or operations roles.

In a case study interview, you’re given a real-world situation the company has faced and are tasked with analyzing it and suggesting a course of action.

working at Accenture

Future Innovator in Training

Experience what it's like to work as a consultant in this free course from Accenture. Help your client redesign a web page and improve the user experience.

Avg. Time: 5-6 hours

Skills you’ll build: Prioritizing, planning, data analysis, error spotting, communication, strategic thinking

Businesses use case study interviews to assess your abilities in real-time. While you’ll probably draw on a variety of skills, most case study interviews assess:

  • Strategic thinking
  • Analytical skills
  • Common sense

The advantage of a case study interview is that the interviewer can evaluate your ability in each of these areas and see how you’ll actually use them on the job.

What Is a Fit Interview?

Some people use “case study interview” and “fit interview” interchangeably. While a fit interview and a case study interview both ask behavioral interview questions , they are not the same thing.

A case study interview assesses your ability to do the job. It primarily evaluates how you approach business problems and use your skills to solve them. A fit interview is about company culture fit. The interviewer asks questions that assess how well you’ll fit into the company, like asking you questions about what motivates you or how you lead .

Fit and case interviews are important parts of the evaluation process. Getting the job done is just as critical as getting along with coworkers and supporting the company’s mission. Depending on where you interview, you may have one fit interview and one case study interview, or the fit interview may be a smaller part of the case study interview.

What You’ll Learn in a Case Study Interview

A case study interview allows the hiring manager to see your skills in action and how you approach business challenges. But it also teaches you a lot about the company (even if you’re doing most of the talking).

In a sense, you’re behaving as an employee during a case study interview. This gives you a peek behind the curtain, allowing you to see the company’s inner workings, like how they approach business problems and what they expect from you and your performance.

For example, you may offer a novel approach to solving a problem during a case interview. How does the interviewer react to it? Are they impressed? Surprised? Is there a scowl or frown on their face? Their reaction gives you insights into how the company will likely receive your solutions.

BCG logo on building

Introduction to Strategy Consulting

Discover what consulting is all about in this free course from BCG. Learn how to reframe questions and challenge assumptions.

Avg. Time: 2 hours

Skills you’ll build: Critical thinking, creativity, brainstorming

Depending on the specific company, you may have the case study interview questions in advance, but you may not. Whether you do or don’t, here’s how to prepare for a case study interview.

Conduct Deep Research

Good interview prep for any interview means researching the company. That includes things like learning more about the company’s mission and the challenges the industry faces. But when you’re preparing for a case study interview, your research needs to go deeper. 

When you answer a case study question, your answer has to be specific to the company’s clients or business objectives. For example, if you’re interviewing for a role in strategy consulting , your answer shouldn’t focus on aspects of human resources consulting (unless it’s particularly relevant).

Your research needs to include the kinds of clients the company works with and what types of problems the company solves. For example, the company may only consult for Fortune 100 companies that need accounting advice. Keep these facts in mind as you prepare for the interview.

Case Study Interview Formats

There are four types of case study interview formats:

  • Candidate-led: The interviewer asks you a specific question (or gives you a prompt), and you walk the interviewer through a detailed answer.
  • Employer-led: The interviewer leads you through a series of specific (and predetermined) prompts and questions, no matter your answers.
  • Presentation: You’re given a problem in advance to create and present a detailed case study.
  • Video: Similar to a presentation case study interview, you’ll create a video presentation of the case study.

Most companies will tell you in advance which style of case study interview you should prepare for. But if they don’t, reach out to your recruiter or check the company’s website. Many include the essential details you need to prepare for the case study interview.

Seek Out Company-Specific Tips

Speaking of companies and their websites, not only do many companies that use case study interviews tell you the format, they often include helpful tips and tricks to help candidates prepare. This includes what to expect, what the company is looking for skill-wise, and what kinds of responses they want. They may even have a few practice questions and videos you can use to help you prep.

Unlike other common interview questions , it’s not as easy to prepare an answer to case study interview questions. Even though you know it’s a case study interview, you don’t necessarily know the specifics of the case or what problems you’ll be asked to solve.

PwC

Cybersecurity

Work through a case experience in this free course from PwC Switzerland. Create a pitch, conduct a risk assessment, and explain your findings.

Skills you’ll build: Risk management frameworks, cause analysis, risk impact assessment, system security

That said, it’s likely your case study interview questions will cover one or several of these concepts:

  • Entering new markets
  • Increasing profits
  • Cutting costs
  • Turnarounds
  • Mergers and acquisitions
  • Pricing strategy
  • Developing new products
  • Industry analysis
  • Competitive response

While there are many ways to answer case study interview questions, a few basic prep tips can help you get ready for every question.

In addition to what you usually bring to a job interview , make sure you bring a notepad and pen or pencil to a case study interview. Taking notes will help you better understand the questions and formulate your answers. It also gives you a place to calculate numbers and figures if you need to. Not every case study interview allows calculators, so you’ll need to be ready to do your calculations manually.

Ask Specific Questions

As you’re working through the case study, you can and should ask any clarifying questions you need. The interviewer wants to hear specific, detailed answers that solve the problem. So, whenever you’re unclear, ask a follow-up question to not only get what you need but to give the interviewer what they need. 

That said, your question(s) should be very specific. You need to verify exactly what the interview is asking so you can create an appropriate answer. Say the interviewer gives you a broad question: The client’s revenue is falling. How do you help them increase it? You can follow up with a very specific question or two to make sure you understand what the interviewer is asking:

You’re asking how I would help the client raise revenue, correct? Are you also asking how I would help them increase their profit and cut costs?

>>Related: 5 Top Questions to Ask in an Interview (and Why You Should Ask Them)

Talk Them Through It

A big part of the case study interview is seeing you in action. However, in this case, “see” really means “how you think.” Since the interviewer can’t hear your inner monologue, you’ll need to practice thinking out loud.

While the interviewer wants to hear your solution, they also want to hear how you got there. That means talking through your entire thought process. Instead of saying, “I’d do X,” you have to explain how you arrived at your decision while you’re getting there.

Because not everyone thinks out loud, it may feel unnatural to you, and you likely won’t be expected to do it on the job. But it’s crucial to practice this skill — and it is a skill — because the interviewer is expecting you to do it in a case study interview.

Want to give a case study a shot? Try out a Forage consulting virtual simulation program and gain the skills you’ll need to ace a case study interview.

Image credit: Canva

Rachel Pelta

Related Posts

Interview angst here’s what not to say in an interview, how to prep for consulting interview questions, 22+ financial analyst interview questions (and answers), upskill with forage.

working at Accenture

Gain job skills you can talk about in interviews.

vprople logo

Mastering Case Study Interviews: A Comprehensive Guide for Effective Hiring

Case Study Interviews

Finding top talent is important for modern businesses aiming to survive and thrive in the competitive landscape. In this situation, case study interviews are one of the most effective tools organizations can use to assess potential candidates. The reason? This type of interview provides valuable insights into the problem solving abilities, practical knowledge and analytical skills of candidates.

If you also want to streamline your hiring process and ensure you only hire the best candidates, you must understand the meaning, importance, benefits and format of case study interviews. It is the best way to use this interviewing method to drive your business forward. Continue reading the blog to know everything about case study interviews! 

What is a case study interview ?

A case study job interview is a specific type of interview where the interviewer gives the candidate a business problem or scenario to analyze and solve. This interviewing method is specially designed to help recruiters evaluate the ability of candidates to solve complex issues and use their knowledge to deliver actionable solutions. 

Unlike regular interviews, case study interviews demand candidates to showcase their skills in real time problem solving. 

What is the significance of case study interviews?

Evaluation of analytical skills.

Since case studies in interviews require candidates to analyze data, identify key issues and derive insights, it helps employers evaluate the analytical capabilities of the candidate. In addition, it also allows employers to evaluate candidates based on their ability to make data-driven decisions. 

Assessment of problem solving skills

Case studies in interviews help evaluate how well candidates solve problems and tackle real world scenarios. Not only this, but these interviews show how candidates think and put their ideas into action. 

Communication skills 

Candidates need to present their findings and recommendations clearly during case study interviews. It is because these interviews test the candidate’s ability to communicate their ideas and thoughts effectively. 

Realistic job preview 

These interviews give candidates the chance to work through a case study and showcase their ability to handle practical tasks that are similar to those they would most likely face in the role that they are applying for. Simply put, these interviews mimic the real challenges that the candidate may face on the job. 

What are the benefits of conducting case study interviews?

Identification of high performers .

Candidates who do well in case studies in interviews show strong problem solving skills, strategic thinking and creativity. It helps organizations find people who are more likely to excel in challenging roles and business environments.

Better candidate evaluation

Case study interviews show how candidates handle real world problems and give employers a clear picture of their practical skills. This, in a way, allows employers to not only assess theoretical knowledge but practical skills also.

Insight into fit 

Case study interviews reveal how candidates solve problems and whether their approach aligns with the goals and values of the company. It helps assess if they are a good cultural and strategic fit. 

Consistency in evaluation

These interviews provide a consistent way to evaluate all candidates for the same role. This consistency makes the comparison process more objective by ensuring that each candidate is assessed fairly on the same criteria. 

What is the format of a case study interview?

  • Introduction

A case study job interview typically starts with an introduction where the interviewer explains the context and objectives of the case study to the candidate. The introduction also includes some details and background of the company, the industry and the specific problem to solve or scenario to address.

Presentation of the case

Candidates receive the case study materials, which include written materials like data sets, market analysis reports and business scenarios. This presentation may be followed by preparation time to plan their approach.

Analysis and solution development 

Candidates are then asked to analyze the case, identify key issues, develop hypotheses and come up with solutions. They may be required to use various analytical tools and frameworks to propose solutions.

Presentation of findings 

After analyzing the case, candidates present their findings and recommendations to the interviewer. There is also a Q&A session where the interviewer asks about the solutions and evaluates the thought process of the candidate. 

Feedback and discussion

The interview ends with feedback and a discussion about the performance of the candidate. The interviewer may also discuss how the candidate’s approach aligns with the expectations and requirements of the company. 

In conclusion, it is safe to say that case study interviews serve as a powerful tool for companies as it helps them evaluate candidates’ problem solving skills and analytical abilities. These interviews provide a realistic preview of job challenges and allow companies to interview candidates through practical scenarios. It ultimately helps make better hiring decisions.

If you are still unsure about how case study interviews work or how to conduct one effectively, you can rely on  interview as a service  by Vprople . Our experienced and qualified interview experts are well-versed in managing and conducting case study interviews. Contact us today to learn more! 

Frequently Asked Questions (FAQs)

Q1- How are case study interviews different from regular interviews?

Ans. Case study interviews focus more on practical problem-solving and analytical skills. On the other hand, regular interviews usually focus on theoretical knowledge and past experiences of the candidates. 

Q2- Are case study interviews targeted at specific seniority levels or industries?

Ans. Case study interviews are used for different job levels and industries like sales, marketing and program management. Such interviews are mainly conducted for roles where strong analytical and strategic thinking skills are a must-have. 

Q3- Are case study interviews prevalent globally?

Ans. Yes, case study interviews are widely used by employers globally, especially in consulting, management and finance roles to assess and evaluate practical problem-solving abilities. 

Q4- Is there any special setup required for conducting a case study interview?

Ans. Yes, a case study job interview requires the preparation of relevant scenarios and case study materials. Moreover, you need a quiet space with tools for presenting and discussing the solutions.

About the Author

' src=

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Save my name, email, and website in this browser for the next time I comment.

You may also like these

Remote Interviews Unveiled

Remote Interviews Unveiled: Challenges, Innovations and Best Practices

Innovative HR Strategies

Innovative HR Strategies for Thriving in a Hybrid Work World

case study of interview process

Tips to Help You Ace Your Next Panel Interview

case study of interview process

Unveiling Innovative Talent Sourcing Strategies for GCCs

  • Privacy Notice
  • Terms of Service

case study of interview process

VProPle was created by a group of experts with similar perspectives who realised that interviews needed to be handled with extreme care …

| Quick Links

  • Register as Expert

| Contact Us

  • VProPle Solutions Pvt.Ltd. WeWork, Vaisnavi Signature, No. 78/9, Outer Ring Road, Bellandur Village, Varthur Hobli, Bengaluru - 560103, Karnataka, India
  • +91 80-49546547
  • [email protected]

© Copyright VProPle. All Rights Reserved

35 Case Interviews Examples from MBB / Big Four Firms

Studying case interview examples is one of the first steps in preparing for the  management consulting  recruitment process. If you don’t want to spend hours searching the web, this article presents a comprehensive and convenient list for you – with 35 example cases, 16 case books, along with a case video accompanied by detailed feedback on tips and techniques.

A clear understanding of “what is a case interview” is essential for effective use of these examples. I suggest reading our  Case Interview 101  guide, if you haven’t done so.

McKinsey case interview examples

Mckinsey practice cases.

  • Diconsa Case
  • Electro-Light Case
  • GlobaPharm Case
  • National Education Case

What should I know about McKinsey Case interviews?

At McKinsey, case interviews often follow the interviewer-led format , where the interviewer asks you multiple questions for you to answer with short pitches.

How do you nail these cases? Since the questions can be grouped into predictable types, an efficient approach is to master each question type. However, do that after you’ve mastered the case interview fundamentals!

For a detailed guide on interviewer-led cases, check out our article on McKinsey Case Interview .

BCG & Bain case interview examples

Bcg practice cases.

  • BCG – Written Case – Chateau Boomerang

Bain practice cases

  • Bain – Coffee Shop Co.
  • Bain – Fashion Co.
  • Bain – Mock Interview – Associate Consultant
  • Bain – Mock Interview – Consultant

What should I know about BCG & Bain case interviews?

Unlike McKinsey, BCG and Bain case interviews typically follow the candidate-led format – which is the opposite of interviewer-led, with the candidate driving the case progress by actively breaking down problems in their own way.

The key to acing candidate-led cases is to master the case interview fundamental concepts as well as the frameworks.

Some BCG and Bain offices also utilize written case interviews – you have to go through a pile of data slides, select the most relevant ones to answer a set of interviewer questions, then deliver those answers in a presentation.

For a detailed guide on candidate-led cases, check out our article on BCG & Bain Case Interview .

Deloitte case interview examples

Deloitte practice cases.

Undergrad Cases

  • Human Capital – Technology Institute
  • Human Capital – Agency V
  • Strategy – Federal Benefits Provider
  • Strategy – Extreme Athletes
  • Technology – Green Apron
  • Technology – Big Bucks Bank
  • Technology – Top Engine
  • Technology – Finance Agency

Advanced Cases

  • Human Capital – Civil Cargo Bureau
  • Human Capital – Capital Airlines
  • Strategy – Club Co
  • Strategy – Health Agency
  • Technology – Waste Management
  • Technology – Bank of Zurich
  • Technology – Galaxy Fitness

What should I know about Deloitte case interviews?

Case interviews at Deloitte also lean towards the candidate-led format like BCG and Bain.

The Deloitte consultant recruitment process also features group case interviews , which not only test analytical skills but also place a great deal on interpersonal handling.

Accenture case interview examples

Accenture divides its cases into three types with very cool-sounding names.

Sorted in descending order of popularity, they are:

These are similar to candidate-led cases at Bain and BCG. albeit shorter – the key is to develop a suitable framework and ask the right questions to extract data from the interviewer.

These are similar to the market-sizing and guesstimate questions asked in interviewer-led cases – demonstrate your calculations in structured, clear-cut, logical steps and you’ll nail the case.

These cases have you sort through a deluge of data to draw solutions; however, this type of case is rare.

Capital One case interview examples

Capital One is the odd one on this list – it is a bank-holding company. Nonetheless, this being one of the biggest banks in America, it’s interesting to see how its cases differ from the consulting ones.

Having gone through Capital One’s guide to its cases, I can’t help but notice the less-MECE structure of the sample answers. Additionally, there seems to be a greater focus on the numbers.

Nonetheless, having a solid knowledge of the basics of case interviews will not hurt you – if anything, your presentation will be much more in-depth, comprehensive, and understandable!

See Capital One Business Analyst Case Interview for an example case and answers.

Other firms case interview examples

Besides the leading ones, we have some examples from other major consulting firms as well.

  • Oliver Wyman – Wumbleworld
  • Oliver Wyman – Aqualine
  • LEK – Cinema
  • LEK – Market Sizing
  • Kearney – Promotional Planning
  • OC&C – Imported Spirits
  • OC&C – Leisure Clubs

Consulting clubs case books

In addition to official cases, here are a few case books you can use as learning materials.

Do keep in mind: don’t base your study on frameworks and individual case types, but master the fundamentals so you can tackle any kind of case.

  • Wharton Consulting Club Case Book
  • Tuck Consulting Club Case Book
  • MIT Sloan Consulting Club Case Book
  • LBS Consulting Club Case Book
  • Kellogg Consulting Club Case Book
  • INSEAD Consulting Club Case Book
  • Harvard Consulting Club Case Book
  • ESADE Consulting Club Case Book
  • Darden Consulting Club Case Book
  • Berkeley Consulting Club Case Book
  • Notre-Dame Consulting Club Case Book
  • Illinois Consulting Club Case Book
  • Columbia Consulting Club Case Book
  • Duke Consulting Club Case Book
  • Ross Consulting Club Case Book
  • Kearney Case Book

case study of interview process

Case interview example – Case video

The limitation of most official case interview examples is that they are either too short and vague, or in text format, or both.

To solve that problem for you, we’ve extracted a 30-minute-long, feedback-rich case sample from our Case Interview End-to-End Secrets Program .

This is a candidate-led, profitability case on an internet music broadcasting company called Pandora.

In 30 minutes, this candidate demonstrates the exact kind of shortcoming that most candidates suffer during real case interviews – they come in with sharp business senses, then hurt their own chances with inadequate techniques.

Here are seven notable areas where the candidate (and you) can improve:

Thanking Throughout the case, as especially in the opening, he should have shown more appreciation for the time the interviewer spent with him.

Structured opening The candidate’s opening of the case feels unstructured. He could have improved it by not mixing the playback and clarification parts. You can learn to nail the case in a 3-minute start through this video on How to Open Any Case Perfectly .

Explicitness A lot of the candidate’s thought process remains in his head; in a case interview, it’s better to be as explicit as possible – draw your issue tree out and point to it as you speak; state your hypothesis when you move into a branch; when you receive data, acknowledge it out loud.

Avoiding silence The silence in his case performance is too long, including his timeout and various gaps in his speech; either ask for timeout (and keep it as short as possible) or think out loud to fill those gaps.

Proactivity The candidate relies too much on the interviewer (e.g: asking for data when it can easily be calculated); you don’t want to appear lazy before your interviewer, so avoid this.

Avoiding repeating mistakes Making one mistake twice is a big no-no in consulting interviews; one key part of the consulting skill set is the ability to learn, and repeating your mistakes (especially if the interviewer has pointed it out) makes you look like someone who doesn’t learn.

Note-taking Given the mistakes this candidate makes, he’s probably not taking his notes well. I can show you how to get it right if you watch this video on Case Interview Note-Taking .

Nonetheless, there are three good points you can learn from the candidate:

The candidate sums up what he’s covered and announces his upcoming approach at the start and at key points in the case – this is a very good habit that gives you a sense of direction and shows that you’re an organized person.

The candidate performs a “reality check” on whether his actions match the issue tree; in a case interview it’s easy to lose track of what you’re doing, so remember to do this every once in a while.

The candidate prompts the interviewer to give out more data than he asked for; if anything, this actually matches a habit of real consultants, and if you’re lucky, your interviewer may actually give out important pieces you haven’t thought of.

These are only part of the “ninja tips” taught In our Case Interview E2E Secrets Program – besides the math and business intuition for long-term development, a key feature is the instant-result tips and techniques for case interviews.

Once you’ve mastered them, you can nail any case they throw at you!

For more “quality” practice, let’s have a mock case interview with former consultants from McKinsey, BCG, Bain, Oliver Wyman, Strategy& and many other consulting firms. They will help you identify your problem areas and give you actionable feedback, making your preparation much easier and faster.

Hi! This is Kim and welcome to another performance in the Tips & Techniques part of our amazing End-to-end program. You are about to hear a really interesting performance.

There is a common Myth that Profitability cases are easier. Well, for beginners, that’s may make sense, but I would argue that Profitability cases can be really tricky and candidates without good foundation will make about the same level of mistakes regardless of type of cases given.

The profitability case we are about to watch will show that. It’s a very unconventional

Profitability. It started out like a typical one but getting more and more tricky toward the end.

The candidate is fairly good in term of business intuition, but the Tips & Techniques aspect needs a lot of fine tune! Now let’s go ahead and get started! 

It’s actually a little better to playback the case information and ask clarifications. The candidate does not distinguish between the two and do both at a same time. Also, the candidate was asking these clarifications in an unorganized and unstructured fashion. This is not something terrible, but could have been better, especially when this is the very first part of the case, where the crucial first impression is being formed.

My pitch would sound like this:

“That’s a very interesting problem and I am happy to get the chance to solve it. First of all let me tell you my understanding of the case context and key objectives. Then I would like to ask a few clarifying questions regarding a few terminology and concepts. Both of these are to make sure that I will be solving the right problem.

So here is my understanding of the case: The client is ABC. Here are some DEF facts about the situation we just talked about. And the key case question is XYZ.

Does that correctly and adequately summarize the case?”

Once the interviewer confirms, I would move to the clarification part as follows: “Now I would like to ask a few clarification questions. There are three of them: No 1, … No 2, … and No 3, …”

You may see above pitch as obvious but that’s a perfect example of how you should open any cases. Every details matters. We will point out those details in just a second. But before we do that, it’s actually very helpful if you can go back, listen carefully to the above pitch, and try to point out the great components yourselves. Only after that, go back to this point and learn it all together.

Alright, let’s break down the perfect opening.

First of all, you hear me say: “That’s a very interesting problem and I am happy to get a chance to solve it”. This seems trivial but very beneficial in multiple ways:

1. I bought myself a couple of seconds to calm down and get focused. 2. By nature, we as human unconsciously like those who give us compliments. Nothing better than opening the case with a modest compliment to the interviewer.

And (c) I showed my great attitude towards the case, which the interviewer would assume is the same for real future consulting business problems.

You should do that in your interviews too. Say it and accompany it with the best smile you can give. It shows that you are not afraid of any problems. In fact, you love them and you are always ready for them.

Secondly, I did what I refer to as the “map habit”, which is to always say what you are about to do and then do it. Just like somebody in the car showing the drivers the route before cruising on the road. The driver would love it. This is where I said: “Let me tell you my understanding of the case context and key objectives. Then ABC…”.

Third, right at the beginning of the case, I try to be crystal clear and easy to follow. I don’t let the interviewer confused between playing the case vs. asking clarification questions. I distinguish between the two really carefully. This habit probably doesn’t change the outcome of how the case goes that much, but it certainly significantly changes the impression the interviewer has of me.

Fourth, in playing back the case, each person would have a different way to re-phrase. But there are three buckets to always include:

1. Who is the client 2. The facts regarding the client and the situation and (c) The key question and the objective of the case.

Fifth, after playing the case context and objectives, I pause for a second and ALIGN with the interviewer: “Does it correctly and adequately summarize the case?”. This is a habit that every consulting manager loves for young consultants to do. Nobody wants first-year folks to spend weeks of passion and hard-work building an excel model that the team can’t use. This habit is extensively taught at McKinsey, Bain and BCG, so therefore interviewers would love somebody that exhibits this habit often in case interview.

Lastly, when asking clarification questions, you hear me number them very carefully to create the strong impression that I am very organized and structured. I said I have three clarifying questions. Then I number them as I go through each. No.1, No.2, and No.3.

Sometimes, during interviews it’s hard to know exactly how many items you are going to get. One way is to take timeout often to carefully plan your pitch. If this is not possible in certain situations, you may skip telling how many items you have; but you should definitely still number your question: No.1, No.2; and so on. 

Just a moment ago, the candidate actually exhibited a good habit. After going through his clarification questions, the candidate ended by asking the “is there anything else” question. In this case, I actually give out an important piece of data.

Though this is not very common as not every interviewer is that generous in giving out data. But this is a habit management consultants have to have every day when talking to experts, clients, or key stakeholders. The key is to get the most data and insights out of every interview and this is the type of open-ended question every consultant asks several times a day.

To show of this habit in a case interview is very good!

There are three things I would like you to pay attention to:

First, it took the candidate up to 72 seconds to “gather his thoughts”. This is a little too long in a case interview. I intentionally leave the 72 seconds of silence in the recording so you get an idea of how long that is in real situations. But it’s worth-noting here is not only that. While in some very complicated and weird cases, it’s ok to take that long to really think and gather ideas. In this case, the approach as proposed by the candidate is very simple. For this very approach, I think no more than 15 to 20 seconds should be used.

No.2, with that said, I have told I really like the fact that this candidate exhibits the “map” habit. Before going straight to the approach he draws the overall approach first.

No.3. You also see here that the candidate tried to align the approach with me by asking my thoughts on it. As I just said on the previous comment, this is a great habit to have. Not only does it help reduce chance of going into the wrong direction in case interviews, but it also creates a good impression. Consulting interviewers love people doing it often!

Here we see a not-really-bad response that for sure could be much better. The candidate was going into the first branch of the analysis which is Revenue. I would fix this in 3 aspects:

First, even though we just talked about the overall approach, it’s still better to briefly set up the issue tree first then clearly note that you are going into one branch.

Second, this is not a must, but I always try to make my hypothesis as explicitly clear as possible. Here the candidate just implicitly made a hypothesis that the problem is on the revenue side. The best way to show our hypothesis-driven mindset is to explicitly say it.

Third, you hear this a ton of times in our End-to-End program but I am going to repeat it again and again. It is better to show the habit of aligning here too. Don’t just go into revenue, before doing that, give the interviewer a chance to agree or to actually guide you to Cost.

So, summarizing the above insights, my pitch would sound something like this:

“So as we just discussed, a profit problem is either caused by revenue or by cost. Unless you would like to go into cost first, let’s hypothesize that the problem is on revenue side. I would like to look deeper into Revenue. Do we have any data on the revenue?”

And while saying this, you should literally draw an issue tree and point to each as you speak.

There is an interesting case interview tip I want to point out here. Notice how the candidate responds after receiving two data points from me. He went straight into the next question without at least acknowledging the data received and also without briefly analyzing it.

I am glad that the candidate makes this mistakes… well, not glad for him but for the greater audience of this program. I would like to introduce to you the perfect habit of what you should react and do every time you have any piece of data during case interviews. So three things you need to do:

Step 1: Say … that’s an interesting piece of data. This helps the interviewer acknowledge that you have received and understand the data. This also buys you a little time. And furthermore, it’s always a good thing to give out modest compliments to the interviewer.

Step 2: Describe the data, how it looks, is there any special noteworthy trend? In this case, we should point out that revenue actually grew by more than 50%.

Also notice here that I immediately quantified the difference in specific quantitative measurement (in this case, percentage). Saying revenue went up is good, but it’s great to be able to say revenue went up by more than 50%.

Step 3: Link the trend identified back to the original case question and the hypothesis you have. Does it prove, disprove, or open up new investigation to really test the hypothesis? In this case, this data piece actually opened up new investigating areas to test the hypothesis that the bottleneck is within revenue.

My sample pitch for this step 3 would sound like this: “It’s interesting that revenue went up quite a bit. However, to be able to fully reject our hypothesis on the revenue, I would like to compare our revenue to that of the competitors as well.”

Then only at this point, after going through 3 steps above, I ask for the competitors’ revenue like the candidate did.

Notice here that I ended up asking the same question the candidate did. This shows that the candidate does have a good intuition and thought process. It’s just that he did all of these implicitly on his head.

In consulting case interview, it’s always good to do everything as explicitly as possible. Not only is it easier to follow but it helps show your great thought process.

… the rest of the transcript is available in our End To End Case Interview

Learn the Secrets to Case Interview!

Join countless other successful candidates around the world with our Case Interview End-to-End Secrets Program ! 10 example cases with 100+ real-time feedbacks on tips and techniques, 50+ exercises on business intuition and 1300+ questions for math practice!

Scoring in the McKinsey PSG/Digital Assessment

The scoring mechanism in the McKinsey Digital Assessment

Related product

Thumbnail of Case Interview End-to-End Secrets Program

Case Interview End-to-End Secrets Program

Elevate your case interview skills with a well-rounded preparation package

Preparing for case interviews is a hard task when you only have 1 week, so the first part you need to learn during this time is fundamentals of case interview

Case interview in consulting is difficult with the passing rate is around 10%. This is because big consulting firms keep an extremely high recruitment standard

A case interview is where candidates is asked to solve a business problem. They are used by consulting firms to evaluate problem-solving skill & soft skills

  • Crimson Careers
  • For Employers
  • Harvard College
  • Harvard Kenneth C. Griffin Graduate School of Arts & Sciences
  • Harvard Extension School
  • Premed / Pre-Health
  • Families & Supporters
  • Faculty & Staff
  • Prospective Students
  • First Generation / Low Income
  • International Students
  • Students of Color
  • Students with Disabilities
  • Undocumented Students
  • Varsity Athletes
  • Explore Interests & Make Career Decisions
  • Create a Resume/CV or Cover Letter
  • Expand Your Network
  • Engage with Employers
  • Search for a Job
  • Find an Internship
  • January Experiences (College)
  • Find & Apply for Summer Opportunities Funding
  • Prepare for an Interview
  • Negotiate an Offer
  • Apply to Graduate or Professional School
  • Access Resources
  • AI for Professional Development and Exploration
  • Arts & Entertainment
  • Business & Entrepreneurship
  • Climate, Sustainability, Environment, Energy
  • Government, Int’l Relations, Education, Law, Nonprofits
  • Life Sciences & Health
  • Technology & Engineering
  • Still Exploring
  • Talk to an Advisor

How to Succeed in a Case Study Interview

How to Succeed in a Case Study Interview

  • Share This: Share How to Succeed in a Case Study Interview on Facebook Share How to Succeed in a Case Study Interview on LinkedIn Share How to Succeed in a Case Study Interview on X

Instructor: Jena Viviano

You’ve nailed the first few rounds of interviews, and now you’ve been invited to participate in a case study interview. Curious about what this next stage of the process looks like? In this course, Jena Viviano breaks it down for you, explaining the basic components of a case study interview, how to prepare, and what to do to project confidence and engage your interviewer. Learn how case study interview questions are used and why employers find them beneficial. Discover the key elements that interviewers use to evaluate your answers. Plus, learn how to formulate key questions to dig deeper into the case, develop your own framework for every case study answer, and craft a conclusion with supporting rationale that’s concise and clear. Jena also provides tips for quelling your performance anxiety, as well as sample case study questions that give you a better understanding of what to expect.

100 Best Case Study Questions for Your Next Customer Spotlight

Brittany Fuller

Updated: November 29, 2022

Published: March 24, 2016

Case studies and testimonials are helpful to have in your arsenal. But to build an effective library, you need to ask the right case study questions. You also need to know how to write a case study .

marketing team coming up with case study questions

Case studies are customers' stories that your sales team can use to share relevant content with prospects . Not only that, but case studies help you earn a prospect's trust, show them what life would be like as your customer, and validate that your product or service works for your clients.

Before you start building your library of case studies, check out our list of 100 case study questions to ask your clients. With this helpful guide, you'll have the know-how to build your narrative using the " Problem-Agitate-Solve " Method.

Download Now: 3 Free Case Study Templates

What makes a good case study questionnaire?

The ultimate list of case study questions, how to ask your customer for a case study, creating an effective case study.

Certain key elements make up a good case study questionnaire.

A questionnaire should never feel like an interrogation. Instead, aim to structure your case study questions like a conversation. Some of the essential things that your questionnaire should cover include:

  • The problem faced by the client before choosing your organization.
  • Why they chose your company.
  • How your product solved the problem clients faced.
  • The measurable results of the service provided.
  • Data and metrics that prove the success of your service or product, if possible.

You can adapt these considerations based on how your customers use your product and the specific answers or quotes that you want to receive.

What makes a good case study question?

A good case study question delivers a powerful message to leads in the decision stage of your prospective buyer's journey.

Since your client has agreed to participate in a case study, they're likely enthusiastic about the service you provide. Thus, a good case study question hands the reins over to the client and opens a conversation.

Try asking open-ended questions to encourage your client to talk about the excellent service or product you provide.

Free Case Study Templates

Tell us about yourself to access the templates..

case-study-questions_3

Categories for the Best Case Study Questions

  • Case study questions about the customer's business
  • Case study questions about the environment before the purchase
  • Case study questions about the decision process
  • Case study questions about the customer's business case
  • Case study questions about the buying team and internal advocates
  • Case study questions about customer success
  • Case study questions about product feedback
  • Case study questions about willingness to make referrals
  • Case study question to prompt quote-worthy feedback
  • Case study questions about the customers' future goals

case study of interview process

Showcase your company's success using these three free case study templates.

  • Data-Driven Case Study Template
  • Product-Specific Case Study Template
  • General Case Study Template

Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Case Study Interview Questions About the Customer's Business

Knowing the customer's business is an excellent way of setting the tone for a case study.

Use these questions to get some background information about the company and its business goals. This information can be used to introduce the business at the beginning of the case study — plus, future prospects might resonate with their stories and become leads for you.

  • Would you give me a quick overview of [company]? This is an opportunity for the client to describe their business in their own words. You'll get useful background information and it's an easy prompt to get the client talking.
  • Can you describe your role? This will give you a better idea of the responsibilities they are subject to.
  • How do your role and team fit into the company and its goals? Knowing how the team functions to achieve company goals will help you formulate how your solution involves all stakeholders.
  • How long has your company been in business? Getting this information will help the reader gauge if pain points are specific to a startup or new company vs. a veteran company.
  • How many employees do you have? Another great descriptor for readers to have. They can compare the featured company size with their own.
  • Is your company revenue available? If so, what is it? This will give your readers background information on the featured company's gross sales.
  • Who is your target customer? Knowing who the target audience is will help you provide a better overview of their market for your case study readers.
  • How does our product help your team or company achieve its objectives? This is one of the most important questions because it is the basis of the case study. Get specifics on how your product provided a solution for your client. You want to be able to say "X company implemented our solution and achieved Y. "
  • How are our companies aligned (mission, strategy, culture, etc.)? If any attributes of your company's mission or culture appealed to the client, call it out.

How many people are on your team? What are their roles? This will help describe key players within the organization and their impact on the implementation of your solution.

case-study-questions_5

Case Study Interview Questions About the Environment Before the Purchase

A good case study is designed to build trust. Ask clients to describe the tools and processes they used before your product or service. These kinds of case study questions will highlight the business' need they had to fulfill and appeal to future clients.

  • What was your team's process prior to using our product? This will give the reader a baseline to compare the results for your company's product.
  • Were there any costs associated with the process prior to using our product? Was it more expensive? Was it worth the cost? How did the product affect the client's bottom line? This will be a useful metric to disclose if your company saved the client money or was more cost-efficient.
  • What were the major pain points of your process prior to using our product? Describe these obstacles in detail. You want the reader to get as much information on the problem as possible as it sets up the reasoning for why your company's solution was implemented.
  • Did our product replace a similar tool or is this the first time your team is using a product like this? Were they using a similar product? If so, having this information may give readers a reason to choose your brand over the competition.
  • What other challenges were you and your team experiencing prior to using our product? The more details you can give readers regarding the client's struggles, the better. You want to paint a full picture of the challenges the client faced and how your company resolved them.
  • Were there any concerns about how your customers would be impacted by using our product? Getting answers to this question will illustrate to readers the client's concerns about switching to your service. Your readers may have similar concerns and reading how your client worked through this process will be helpful.
  • Why didn't you buy our product or a similar product earlier? Have the client describe any hesitations they had using your product. Their concerns may be relatable to potential leads.
  • Were there any "dealbreakers" involved in your decision to become a customer? Describing how your company was able to provide a solution that worked within those parameters demonstrates how accommodating your brand is and how you put the customer first. It's also great to illustrate any unique challenges the client had. This better explains their situation to the reader.
  • Did you have to make any changes you weren't anticipating once you became a customer? Readers of your case study can learn how switching to your product came with some unexpected changes (good or bad) and how they navigated them. If you helped your client with troubleshooting, ask them to explain that here.

How has your perception of the product changed since you've become a customer? Get the interviewee to describe how your product changed how they do business. This includes how your product accomplished what they previously thought was impossible.

case-study-questions_7

Case Study Interview Questions About the Decision Process

Readers of the case study will be interested in which factors influenced the decision-making process for the client. If they can relate to that process, there's a bigger chance they'll buy your product.

The answers to these questions will help potential customers through their decision-making process.

  • How did you hear about our product? If the client chose to work with you based on a recommendation or another positive case study, include that. It will demonstrate that you are a trusted brand with an established reputation for delivering results.
  • How long had you been looking for a solution to this problem? This will add to the reader's understanding of how these particular challenges impacted the company before choosing your product.
  • Were you comparing alternative solutions? Which ones? This will demonstrate to readers that the client explored other options before choosing your company.
  • Would you describe a few of the reasons you decided to buy our product? Ask the interviewee to describe why they chose your product over the competition and any benefits your company offered that made you stand out.
  • What were the criteria you used when deciding to buy our product? This will give readers more background insight into the factors that impacted their decision-making process.
  • Were there any high-level initiatives or goals that prompted the decision to buy? For example, was this decision motivated by a company-wide vision? Prompt your clients to discuss what lead to the decision to work with you and how you're the obvious choice.
  • What was the buying process like? Did you notice anything exceptional or any points of friction? This is an opportunity for the client to comment on how seamless and easy you make the buying process. Get them to describe what went well from start to finish.
  • How would you have changed the buying process, if at all? This is an opportunity for you to fine-tune your process to accommodate future buyers.
  • Who on your team was involved in the buying process? This will give readers more background on the key players involved from executives to project managers. With this information, readers can see who they may potentially need to involve in the decision-making process on their teams.

case-study-questions_10

Case Study Interview Questions About the Customer's Business Case

Your case study questions should ask about your product or solution's impact on the customer's employees, teams, metrics, and goals. These questions allow the client to praise the value of your service and tell others exactly what benefits they derived from it.

When readers review your product or service's impact on the client, it enforces the belief that the case study is credible.

  • How long have you been using our product? This will help readers gauge how long it took to see results and your overall satisfaction with the product or service.
  • How many different people at your company use our product? This will help readers gauge how they can adapt the product to their teams if similar in size.
  • Are there multiple departments or teams using our product? This will demonstrate how great of an impact your product has made across departments.
  • How do you and your team currently use the product? What types of goals or tasks are you using the product to accomplish? Get specifics on how the product actively helps the client achieve their goals.
  • If other teams or departments are using our product, do you know how they're using it? With this information, leads can picture how they can use your product across their teams and how it may improve their workflow and metrics.
  • What was the most obvious advantage you felt our product offered during the sales process? The interviewee should explain the benefits they've gained from using your product or service. This is important for convincing other leads you are better than the competition.
  • Were there any other advantages you discovered after using the product more regularly? Your interviewee may have experienced some additional benefits from using your product. Have them describe in detail what these advantages are and how they've helped the company improve.
  • Are there any metrics or KPIs you track with our product? What are they? The more numbers and data the client can provide, the better.
  • Were you tracking any metrics prior to using our product? What were they? This will allow readers to get a clear, before-and-after comparison of using your product.
  • How has our product impacted your core metrics? This is an opportunity for your clients to drive home how your product assisted them in hitting their metrics and goals.

Case Study Interview Questions About the Buying Team and Internal Advocates

See if there are any individuals at the customer's company who are advocates for your product.

  • Are there any additional team members you consider to be advocates for our product? For example, does anyone stick out as a "power user" or product expert on your team? You may want to interview and include these power users in your case study as well. Consider asking them for tips on using your service or product.
  • Is there anyone else on your team you think we should talk to? Again, the more people can share their experience using your product, the better.
  • Are there any team members who you think might not be the biggest fans of our product or who might need more training? Providing extra support to those struggling with your product may improve their user experience and turn into an opportunity to not only learn about their obstacles but turn them into a product fan
  • Would you share some details about how your team implemented our product? Get as much information as possible about the rollout. Hopefully, they'll gush about how seamless the process was.
  • Who from your company was involved in implementing our product? This will give readers more insight into who needs to be involved for a successful rollout of their own.
  • Were there any internal risks or additional costs involved with implementing our product? If so, how did you address them? This will give insight into the client's process and rollout and this case study question will likely provide tips on what potential leads should be on the lookout for.
  • Is there a training process in place for your team's use of our product? If so, what does it look like? If your company provided support and training to the client, have them describe that experience.
  • About how long does it take a new team member to get up to speed with our product? This will help leads determine how much time it will take to onboard an employee to your using your product. If a new user can quickly get started seamlessly, it bodes well for you.
  • What was your main concern about rolling this product out to your company? Describing their challenges in detail will provide readers with useful insight.

case-study-questions_8

Case Study Interview Questions About Customer Success

Has the customer found success with your product? Ask these questions to learn more.

  • By using our product can you measure any reduced costs? If it has, you'll want to emphasize those savings in your case study.
  • By using our product can you measure any improvements in productivity or time savings? Any metrics or specific stories your interviewee can provide will help demonstrate the value of your product.
  • By using our product can you measure any increases in revenue or growth? Again, say it with numbers and data whenever possible.
  • Are you likely to recommend our product to a friend or colleague? Recommendations from existing customers are some of the best marketing you can get.
  • How has our product impacted your success? Your team's success? Getting the interviewee to describe how your product played an integral role in solving their challenges will show leads that they can also have success using your product.
  • In the beginning, you had XYZ concerns; how do you feel about them now? Let them explain how working with your company eliminated those concerns.
  • I noticed your team is currently doing XYZ with our product. Tell me more about how that helps your business. Illustrate to your readers how current customers are using your product to solve additional challenges. It will convey how versatile your product is.
  • Have you thought about using our product for a new use case with your team or at your company? The more examples of use cases the client can provide, the better.
  • How do you measure the value our product provides? Have the interviewee illustrate what metrics they use to gauge the product's success and how. Data is helpful, but you should go beyond the numbers. Maybe your product improved company morale and how teams work together.

case-study-questions_6

Case Study Interview Questions About Product Feedback

Ask the customer if they'd recommend your product to others. A strong recommendation will help potential clients be more open to purchasing your product.

  • How do other companies in this industry solve the problems you had before you purchased our product? This will give you insight into how other companies may be functioning without your product and how you can assist them.
  • Have you ever talked about our product to any of your clients or peers? What did you say? This can provide you with more leads and a chance to get a referral.
  • Why would you recommend our product to a friend or client? Be sure they pinpoint which features they would highlight in a recommendation.
  • Can you think of any use cases your customers might have for our product? Similar industries may have similar issues that need solutions. Your interviewee may be able to provide a use case you haven't come up with.
  • What is your advice for other teams or companies who are tackling problems similar to those you had before you purchased our product? This is another opportunity for your client to talk up your product or service.
  • Do you know someone in X industry who has similar problems to the ones you had prior to using our product? The client can make an introduction so you can interview them about their experience as well.
  • I noticed you work with Company Y. Do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.
  • Does your company participate in any partner or referral programs? Having a strong referral program will help you increase leads and improve customer retention.
  • Can I send you a referral kit as a thank-you for making a referral and give you the tools to refer someone to us? This is a great strategy to request a referral while rewarding your existing customers.
  • Are you interested in working with us to produce additional marketing content? The more opportunities you can showcase happy customers, the better.

case-study-questions_11

Case Study Interview Questions About Willingness to Make Referrals

  • How likely are you to recommend our product to a friend or client? Ideally, they would definitely refer your product to someone they know.
  • Can you think of any use cases your customers might have for our product? Again, your interviewee is a great source for more leads. Similar industries may have similar issues that need solutions. They may be able to provide a use case you haven't come up with.
  • I noticed you work with Company Y; do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.

Case Study Interview Questions to Prompt Quote-Worthy Feedback

Enhance your case study with quotable soundbites from the customer. By asking these questions, prospects have more insight into other clients and their success with your product — which helps build trust.

  • How would you describe your process in one sentence prior to using our product? Ideally, this sentence would quickly and descriptively sum up the most prominent pain point or challenge with the previous process.
  • What is your advice to others who might be considering our product? Readers can learn from your customer's experience.
  • What would your team's workflow or process be like without our product? This will drive home the value your product provides and how essential it is to their business.
  • Do you think the investment in our product was worthwhile? Why? Have your customer make the case for the value you provide.
  • What would you say if we told you our product would soon be unavailable? What would this mean to you? Again, this illustrates how integral your product is to their business.
  • How would you describe our product if you were explaining it to a friend? Your customers can often distill the value of your product to their friends better than you can.
  • What do you love about your job? Your company? This gives the reader more background on your customer and their industry.
  • What was the worst part of your process before you started using our product? Ideally, they'd reiterate how your product helped solve this challenge.
  • What do you love about our product? Another great way to get the customer's opinion about what makes your product worth it.
  • Why do you do business with us? Hopefully, your interviewee will share how wonderful your business relationship is.

case-study-questions_0

Case Study Interview Questions About the Customers' Future Goals

Ask the customer about their goals, challenges, and plans for the future. This will provide insight into how a business can grow with your product.

  • What are the biggest challenges on the horizon for your industry? Chances are potential leads within the same industry will have similar challenges.
  • What are your goals for the next three months? Knowing their short-term goals will enable your company to get some quick wins for the client.
  • How would you like to use our product to meet those challenges and goals? This will help potential leads understand that your product can help their business as they scale and grow.
  • Is there anything we can do to help you and your team meet your goals? If you haven't covered it already, this will allow your interviewee to express how you can better assist them.
  • Do you think you will buy more, less, or about the same amount of our product next year? This can help you gauge how your product is used and why.
  • What are the growth plans for your company this year? Your team? This will help you gain insight into how your product can help them achieve future goals.
  • How can we help you meet your long-term goals? Getting specifics on the needs of your clients will help you create a unique solution designed for their needs.
  • What is the long-term impact of using our product? Get their feedback on how your product has created a lasting impact.
  • Are there any initiatives that you personally would like to achieve that our product or team can help with? Again, you want to continue to provide products that help your customers excel.
  • What will you need from us in the future? This will help you anticipate the customer's business needs.
  • Is there anything we can do to improve our product or process for working together in the future? The more feedback you can get about what is and isn't working, the better.

Before you can start putting together your case study, you need to ask your customer's permission.

If you have a customer who's seen success with your product, reach out to them. Use this template to get started:

Thank you & quick request

Hi [customer name],

Thanks again for your business — working with you to [solve X, launch Y, take advantage of Z opportunity] has been extremely rewarding, and I'm looking forward to more collaboration in the future.

[Name of your company] is building a library of case studies to include on our site. We're looking for successful companies using [product] to solve interesting challenges, and your team immediately came to mind. Are you open to [customer company name] being featured?

It should be a lightweight process — [I, a product marketer] will ask you roughly [10, 15, 20] questions via email or phone about your experience and results. This case study will include a blurb about your company and a link to your homepage (which hopefully will make your SEO team happy!)

In any case, thank you again for the chance to work with you, and I hope you have a great week.

[Your name]

case study of interview process

If one of your customers has recently passed along some praise (to you, their account manager, your boss; on an online forum; to another potential customer; etc.), then send them a version of this email:

Hey [customer name],

Thanks for the great feedback — I'm really glad to hear [product] is working well for you and that [customer company name] is getting the results you're looking for.

My team is actually in the process of building out our library of case studies, and I'd love to include your story. Happy to provide more details if you're potentially interested.

Either way, thank you again, and I look forward to getting more updates on your progress.

case study of interview process

You can also find potential case study customers by usage or product data. For instance, maybe you see a company you sold to 10 months ago just bought eight more seats or upgraded to a new tier. Clearly, they're happy with the solution. Try this template:

I saw you just [invested in our X product; added Y more users; achieved Z product milestone]. Congratulations! I'd love to share your story using [product] with the world -- I think it's a great example of how our product + a dedicated team and a good strategy can achieve awesome results.

Are you open to being featured? If so, I'll send along more details.

case study of interview process

Case Study Benefits

  • Case studies are a form of customer advocacy.
  • Case studies provide a joint-promotion opportunity.
  • Case studies are easily sharable.
  • Case studies build rapport with your customers.
  • Case studies are less opinionated than customer reviews.

1. Case studies are a form of customer advocacy.

If you haven't noticed, customers aren't always quick to trust a brand's advertisements and sales strategies.

With every other brand claiming to be the best in the business, it's hard to sort exaggeration from reality.

This is the most important reason why case studies are effective. They are testimonials from your customers of your service. If someone is considering your business, a case study is a much more convincing piece of marketing or sales material than traditional advertising.

2. Case studies provide a joint-promotion opportunity.

Your business isn't the only one that benefits from a case study. Customers participating in case studies benefit, too.

Think about it. Case studies are free advertisements for your customers, not to mention the SEO factor, too. While they're not promoting their products or services, they're still getting the word out about their business. And, the case study highlights how successful their business is — showing interested leads that they're on the up and up.

3. Case studies are easily sharable.

No matter your role on the sales team, case studies are great to have on hand. You can easily share them with leads, prospects, and clients.

Whether you embed them on your website or save them as a PDF, you can simply send a link to share your case study with others. They can share that link with their peers and colleagues, and so on.

Case studies can also be useful during a sales pitch. In sales, timing is everything. If a customer is explaining a problem that was solved and discussed in your case study, you can quickly find the document and share it with them.

4. Case studies build rapport with your customers.

While case studies are very useful, they do require some back and forth with your customers to obtain the exact feedback you're looking for.

Even though time is involved, the good news is this builds rapport with your most loyal customers. You get to know them on a personal level, and they'll become more than just your most valuable clients.

And, the better the rapport you have with them, the more likely they'll be to recommend your business, products, or services to others.

5. Case studies are less opinionated than customer reviews.

Data is the difference between a case study and a review. Customer reviews are typically based on the customer's opinion of your brand. While they might write a glowing review, it's completely subjective and there's rarely empirical evidence supporting their claim.

Case studies, on the other hand, are more data-driven. While they'll still talk about how great your brand is, they support this claim with quantitative data that's relevant to the reader. It's hard to argue with data.

An effective case study must be genuine and credible. Your case study should explain why certain customers are the right fit for your business and how your company can help meet their specific needs. That way, someone in a similar situation can use your case study as a testimonial for why they should choose your business.

Use the case study questions above to create an ideal customer case study questionnaire. By asking your customers the right questions, you can obtain valuable feedback that can be shared with potential leads and convert them into loyal customers.

Editor’s Note: This article was originally published in June 2021 and has been updated for comprehensiveness.

case-study-questions_12

Don't forget to share this post!

Related articles.

ACV: What It Means & How to Calculate It

ACV: What It Means & How to Calculate It

What Is An Account Development Manager? (And How to Become One)

What Is An Account Development Manager? (And How to Become One)

Strategic Account Managers, Here's How to Amplify Your Efforts

Strategic Account Managers, Here's How to Amplify Your Efforts

3 Questions that Ensure Key Account Success

3 Questions that Ensure Key Account Success

Account Management vs. Sales: What's the Difference? [FAQ]

Account Management vs. Sales: What's the Difference? [FAQ]

Showcase your company's success using these free case study templates.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

Thank you for your review!

Free interview prep material in your inbox

WHAT'S INCLUDED?

What’s included?

28 emails packed with tips. 8 full cases with solutions (incl. FlashFash). Plus sample case and fit interview videos.

What are the most common case study interview questions at McKinsey, BCG and Bain?

If you’re preparing to interview at a top management consulting firm like McKinsey, BCG or Bain (MBB), you might be wondering what kind of questions you can expect to receive in your case interviews .

In this article we take a look at the most common types of case questions asked by interviewers at the world’s top-3 consulting firms. We also consider how you can develop the skill of structuring answers to case questions.

The 10 most common case interview questions

To identify the most common case interview questions posed by interviewers at McKinsey, BCG and Bain, we surveyed CaseCoach users who interviewed at one of the firms for a generalist role in 2023. We found that 90% of the 260+ case interviews reported by respondents fell into one of 10 question types:

Profit improvement
Revenue growth
Market entry
Cost cutting
Process optimization
Product launch
Mergers and acquisitions
Investment decision
Response to a competitive threat
Pricing
Other

The respondents in our study all interviewed for generalist consulting positions at McKinsey, BCG and Bain. It’s no coincidence that the case interview questions that they were asked align to the typical challenges and opportunities faced by CEOs.

However, it’s important to bear in mind that this is not an exhaustive list. If you’re interviewing for a practice-focused role on the firms’ expert career track you may be given cases that focus on your area of specialization, rather than the topics in our list.

Your target firm and location may also have a bearing on the type of cases you are given. This is because MBB offices tend to use the work they have done for clients to develop their case questions for candidates.

Knowing the frameworks that correspond to these questions is critical

As a management consulting candidate, it’s vital that you have an understanding of the issues behind the most common case questions and know the frameworks for tackling them inside out.

In our Case Interview Prep Course, included in our Consulting Interview Prep Toolkit , we provide detailed examples of how to structure these questions at the beginning of a case interview. We also explain how different circumstances should influence your approach.

You can learn more about structuring frameworks for specific types of cases in our articles on mastering profitability questions , answering revenue growth questions and nailing market sizing question s.

You can also find examples of the following types of cases in our Case Library :

  • Profit improvement
  • Market entry
  • Mergers and acquisitions
  • Response to a competitive threat

If you’re not a CaseCoach subscriber, you can gain access to these examples by signing up for a free account.

You must be able to create custom approaches to answering case study interview questions

When it comes to answering a case question effectively, applying a framework in a ‘cookie-cutter’ fashion simply won’t allow you to give the best possible answer or impress your interviewer with your structuring skills.

In fact, respondents in our survey reported that many of the cases they received could be assigned to several case types and could not be solved by applying an off-the-shelf framework. A profitability question may have a focus on market growth or launching a product, for example. To structure a response to this kind of question, candidates need to combine several frameworks and use them as building blocks for creating their answer.

Even common questions require a custom approach: a profitability question that relates to a chain of restaurants, for example, will naturally require a different approach to a question on the same topic in the manufacturing industry.

Interviewers want to understand how your mind works and to see you think on your feet. Increasingly, they are using non-traditional cases (such as those set in the public sector) to test this. Ten percent of the respondents in our survey couldn’t assign the questions they had faced to a particular case type, suggesting that they were given an unusual problem to solve.

As a candidate, you’ll need to demonstrate that you are capable of proposing a custom structure to any case question, rather than simply relying on a framework.

What does a good custom structure look like?

An effective structure should focus on the right question and then break it down into an exhaustive set of independent drivers. The structure should also provide an approach to solving the case and supply helpful insights. In other words, it should pass ‘the AIM test’:

  • Answer-focused: a strong case structure will be focused on the right question and will provide an approach to solving the case.
  • Insightful: the structure should be tailored to the specific situation posed by the case question and should provide helpful insights.
  • MECE: this stands for ‘mutually exclusive and collectively exhaustive’. A good MECE structure will break the question down into an exhaustive set of independent drivers that neither overlap nor omit anything important.

You should use the AIM test as a guide for structuring your answers to case questions. If your structure meets all the criteria, it should provide a strong foundation upon which to solve the case. You can learn more in our article on case structuring and how to do it effectively .

Structuring skills take time and practice to develop

Building the muscle required to structure answers to a wide range of case questions, combine frameworks and develop your own approach to solving non-traditional cases takes a great deal of preparation.

First, you need to build an inventory of frameworks that you can use as building blocks to develop custom structures. You can do this by watching the structuring classes in the Case Interview Prep Course, included in our Consulting Interview Prep Toolkit , which covers topics such as the AIM test, business and academic frameworks, and using logical approaches to craft bespoke structures for unusual cases.

You then need to gain exposure to a variety of cases. You can choose from the 100+ questions in our Case Library and then schedule a practice session with a partner from our diverse community of top candidates in our Practice Room .

Structuring is one of the case interview skills you can practice alone in addition to practicing with a partner. Our Consulting Interview Prep Toolkit includes 60+ structuring drills – which provide multiple solutions to each problem – to help you do this.

Continue to learn

case study of interview process

Explore other resources

  • Applications
  • Interview tips

Search resources

We are using cookies to give you the best experience on our website. By clicking "Accept all", you consent to our use of cookies. You can read our Privacy Information to learn more about how we use cookies.

Secrets to a successful case-study interview

January 9, 2023

Secrets to a successful case-study interview

Prepping for (and maybe fretting) the case-study interview?

While this kind of interview may appear intimidating, consider this: The interviewer really wants you to do well.

So, shake off the nerves, relax and have fun.

Tips for standing out in the case-study interview: 

  • Take your time; don't rush it.  Talk through the problem. If you can't make sense of it, take a moment and allow yourself some time to process what you've been missing. If you get stuck, get creative. Don't let yourself get bogged down; rely on your ingenuity. 
  • Ask questions.  You can always ask your interviewer to define an acronym or to repeat or confirm details. If the interviewer asks, “How do we achieve success?”, don’t be afraid to ask, “What does ‘success’ mean to you? Is it turning a profit? Raising the company’s profile?” When you work on a client project, you need to ask questions to figure out what the problems might be, and the same applies here. The interviewer is your biggest asset in the room. They have the information you need to “solve the case” successfully. Use them wisely!
  • Be flexible.  The focus of a case-study interview may vary. So, be prepared to participate in whatever discussion the interviewer has in mind. They may spend the first half of the interview asking about your previous experience, or they may dive right into the case study at the start. The bottom line: Be flexible, and be ready to discuss the work you do and how you do it.
  • Use visual aids.  Don’t be afraid to use pen and paper, sketch out your thoughts, and talk through the problem at hand if it helps you get your ideas across. What matters most is demonstrating that you can solve problems.
  • Focus on impact.  Inventory the information you have, and then dive in where you can have the most impact. Don’t forget to discuss your thought process and explain your assumptions.
  • Tell a story.  Your experience has helped you progress in your career and education; use that experience. For example, in a business case study, you could bring your experience as a traveler to a case about a hypothetical airline. Your individuality is important. Your unique insights will serve you well when you’re interviewing.
  • Pay attention to cues.  If the interviewer says something, it probably means something. Don’t dismiss seemingly extraneous details. For example, the interviewer might say, “The case is about a retailer who wants to increase the value of a company it purchased, and the owner loved the brand when growing up.” The purpose of that detail is to indicate that turning around and selling the asset is not an option for making it profitable, because the owner is attached to it.

Preparing for the job you want can take time, but it’s a worthwhile investment—especially when you receive an offer.

Your ideas, ingenuity and determination make a difference. 

Find your fit  with Accenture. 

Stay connected

Join us

Explore open roles that match your interests and skills.

Keep up to date

Keep up to date

Get the latest stories delivered to your inbox. Select "Life at Accenture" on the registration form.

Get job alerts

Get job alerts

Receive notifications when we have open roles and get other relevant career news.

Hacking The Case Interview

Hacking the Case Interview

Business analyst case interview

Business analyst case interviews are a critical component of the hiring process for aspiring business analysts. These interviews are designed to assess a candidate’s ability to analyze complex business scenarios, think strategically, and communicate solutions effectively.

This article provides a comprehensive guide to understanding, preparing for, and excelling in business analyst case interviews. It covers the types of cases you may encounter, the essential skills required, and practical tips for success.

Whether you are a novice or an experienced candidate, this guide will equip you with the knowledge and strategies needed to master business analyst case interviews and land your dream job.

If you’re looking for a step-by-step shortcut to learn case interviews quickly, enroll in our case interview course . These insider strategies from a former Bain interviewer helped 30,000+ land consulting and business analyst offers while saving hundreds of hours of prep time.

Understanding Business Analyst Case Interviews

What is a business analyst case interview.

A business analyst case interview is a specialized interview used by companies to evaluate a candidate's ability to analyze and solve business problems. It involves presenting the candidate with a business scenario or problem and asking them to work through the issue to arrive at a logical solution.

This type of interview assesses a range of skills critical to the role of a business analyst, such as analytical thinking, problem solving, and effective communication.

Types of Business Analyst Case Interviews

The most common types of business analyst case interviews include: market sizing, profitability, market entry, mergers & acquisitions, and operations improvement.

1. Market sizing

Market sizing questions require candidates to estimate the size of a particular market. This type of case tests the candidate’s ability to make logical assumptions and perform basic calculations to arrive at a reasonable estimate.

2. Profitability

Profitability cases involve identifying and analyzing the drivers of a company’s profits. Candidates are expected to examine both revenue and cost components and identify potential issues affecting profitability.

3. Market entry

Market entry cases ask candidates to evaluate whether a company should enter a new market. This involves analyzing market potential, competitive landscape, and strategic fit with the company’s existing operations.

4. Mergers & acquisitions

Merger and acquisition cases focus on the evaluation of potential deals between companies. Candidates need to assess the strategic rationale, financial implications, and potential synergies of the merger or acquisition.

5. Operations improvement

Operations improvement cases require candidates to identify inefficiencies in a company’s operations and propose solutions to improve productivity and reduce costs. This involves a deep dive into processes and workflows.

Skills Assessed in a Business Analyst Case Interview

The major skills assessed in a business analyst case interview include: problem solving, analytical thinking, business acumen, and communication.

1. Problem solving

Problem-solving skills are crucial in a business analyst role. Candidates need to demonstrate their ability to identify key issues, break down complex problems, and develop practical solutions.

2. Analytical thinking

Analytical thinking involves the ability to interpret data, identify patterns, and make data-driven decisions. Candidates must show they can analyze information logically and methodically.

3. Business acumen

Business acumen refers to understanding business operations, market dynamics, and strategic considerations. Candidates should display a good grasp of how businesses function and what drives success.

4. Communication

Effective communication is essential for a business analyst. Candidates must articulate their thoughts clearly, present their findings convincingly, and interact professionally with stakeholders.

Preparing for Business Analyst Case Interviews

How to solve business analyst case interviews.

To solve business analyst case interviews, you’ll need to understand the problem, create a framework to break down the problem, develop hypotheses, gather and analyze data, and synthesize findings into a recommendation.

1. Understand the problem

The first step in solving business analyst case interviews is to thoroughly understand the problem. Pay close attention to the problem statement provided by the interviewer and ensure you fully grasp the context and objectives of the case.

If anything is unclear, ask clarifying questions to gather all necessary information and eliminate ambiguities.

2. Create a framework to break down the problem

Next, create a case interview framework to structure your approach. Choose a relevant business framework, such as SWOT analysis, the 4 C’s framework, or Porter’s Five Forces, to organize your analysis. We’ll cover these frameworks later on in this article.

Outline how you will address the problem using the chosen framework, providing a clear roadmap for your analysis.

Breaking down the problem into smaller, manageable components is crucial. Segment the problem and identify key areas that will have the most impact on solving the issue. This systematic approach ensures that you address each part of the problem comprehensively.

3. Develop hypotheses

Developing a case interview hypothesis is the next step. Formulate potential explanations or solutions based on your initial understanding and the available data. Prioritize these hypotheses by determining which to test first based on their likelihood and potential impact.

4. Gather and analyze data

Gather and analyze data methodically. Request any additional data or information you need from the interviewer to test your hypotheses. Perform a detailed analysis, looking for patterns, trends, and insights that support or reject your hypotheses.

5. Synthesize findings into a recommendation

Once you have gathered and analyzed the data, synthesize your findings into a coherent narrative. Summarize the critical insights that will guide your recommendations. Based on your analysis, propose actionable solutions to address the problem, ensuring your recommendations are practical and feasible.

Clear communication is essential. Present your findings articulately, using structured reasoning and a logical flow to make your case. Engage with the interviewer by discussing and defending your recommendations, answering any questions confidently and thoughtfully.

Finally, wrap up your analysis by summarizing your approach, main findings, and recommendations. Highlight the potential impact and benefits of your proposed solutions.

Business Analyst Case Interview Frameworks

Common business analyst case interview frameworks that you should be familiar with include: SWOT analysis, 4 C’s framework, and Porter’s Five Forces.

1. SWOT analysis

SWOT analysis is a strategic planning tool used to evaluate the Strengths, Weaknesses, Opportunities, and Threats related to a business or project. This framework helps you systematically assess both internal and external factors that can impact the success of the business.

  • Strengths : These are the internal positive attributes and resources that give the business a competitive advantage. Examples include strong brand reputation, proprietary technology, skilled workforce, and robust financial resources
  • Weaknesses : These are the internal negative attributes and limitations that could hinder the business's performance. Examples include poor brand recognition, outdated technology, limited financial resources, and gaps in expertise or capabilities
  • Opportunities : These are external factors that the business could exploit to its advantage. They might include market expansion, technological advancements, favorable regulatory changes, or shifts in consumer behavior
  • Threats : These are external factors that could pose challenges or risks to the business. Examples include new competitors entering the market, changes in regulations, economic downturns, and shifts in consumer preferences

Using SWOT analysis in a case interview helps you develop a comprehensive understanding of the business’s current position and strategic direction.

2. 4 C’s Framework

The 4 C’s framework is a strategic tool used to analyze a business’s environment and strategic positioning. Each “C” represents a critical area of focus: Customer, Cost, Competition, and Company.

  • Customer : This involves understanding the target customer’s needs, preferences, and behaviors. Key aspects include customer demographics, purchasing habits, customer satisfaction, and loyalty. Understanding the customer helps tailor products and services to meet their needs effectively
  • Cost : This involves assessing both fixed and variable costs associated with the business. Key aspects include cost structures, cost drivers, economies of scale, and opportunities for cost reduction. Effective cost management is crucial for maintaining profitability and competitiveness
  • Competition : This involves analyzing the competitive landscape, including key competitors, their strengths and weaknesses, market share, and competitive strategies. Understanding the competition helps identify market opportunities and threats
  • Company : This involves evaluating the internal capabilities, resources, and overall strategy of the company. Key aspects include organizational structure, core competencies, financial health, and strategic objectives. Understanding the company’s internal environment helps in leveraging its strengths and addressing its weaknesses

Using the 4 C’s framework provides a holistic view of the business environment and helps identify key factors that influence business success.

3. Porter’s Five Forces

Porter’s Five Forces is a framework used to analyze the competitive forces within an industry. It helps you understand the dynamics that shape competition and industry profitability. The five forces include:

  • Threat of New Entrants : This refers to the potential for new companies to enter the industry and increase competition. Factors to consider include barriers to entry, capital requirements, access to distribution channels, and brand loyalty
  • Bargaining Power of Suppliers : This assesses how much power suppliers have to influence prices and terms. Factors to consider include the number of suppliers, availability of substitute inputs, and the importance of the supplier’s product to the industry
  • Bargaining Power of Buyers : This evaluates how much power customers have to influence prices and terms. Factors to consider include the number of buyers, availability of substitute products, price sensitivity, and the importance of each buyer to the business
  • Threat of Substitute Products or Services : This assesses the likelihood of customers switching to alternative products or services. Factors to consider include the availability of substitutes, their relative price and performance, and the switching costs for customers
  • Intensity of Competitive Rivalry : This examines the degree of competition among existing firms in the industry. Factors to consider include the number of competitors, industry growth rate, product differentiation, and exit barriers

Using Porter’s Five Forces provides a comprehensive view of the industry landscape, helping you identify strategic opportunities and threats.

Business Analyst Case Interview Problem Solving Techniques

The major business analyst case interview problem solving techniques you should be familiar with include: breaking down the problem, hypothesis-driven approach, and root cause analysis.

Breaking down the problem

Breaking down a complex problem into smaller, manageable parts is a fundamental problem-solving technique. Start by carefully listening to the problem statement and identifying the main components of the issue. Segment the problem into distinct areas or factors that need to be analyzed.

This approach allows you to tackle each part systematically, ensuring that you don't overlook any critical details. By breaking the problem down, you can also prioritize which areas to focus on first, making your analysis more efficient and thorough.

Hypothesis-driven approach

A hypothesis-driven approach involves formulating potential explanations or solutions based on your initial understanding of the problem. Begin by developing hypotheses that could explain the root cause or potential solution to the issue at hand. Prioritize these hypotheses based on their likelihood and impact.

This method helps you structure your analysis by guiding your data collection and evaluation efforts towards testing these hypotheses. As you gather data, confirm or reject each hypothesis systematically, refining your understanding of the problem and narrowing down the possible solutions.

Root cause analysis

Root cause analysis is a technique used to identify the underlying reasons for a problem rather than just addressing its symptoms. Start by examining the problem in detail and asking questions to uncover the fundamental issues.

Tools such as the "5 Whys" technique, where you repeatedly ask "why" to drill down to the root cause, can be very effective.

Another method is the Fishbone Diagram, or cause-and-effect diagram, which helps visualize the various factors contributing to the problem. Relevant factors may include:

  • People : Factors related to human resources or personnel
  • Processes : Methods or procedures involved
  • Equipment : Tools, machinery, or technology used
  • Materials : Raw materials or components involved in production
  • Environment : External factors, such as the physical or regulatory environment
  • Management : Organizational policies, management practices, or decision-making

By identifying the root cause, you can develop solutions that address the core issue.

Business Analyst Case Interview Tips

1. Practice Regularly

Regular practice with different types of business analyst case interviews is crucial. This helps you become familiar with various business problems and develop your analytical and problem solving skills.

Utilize online resources, case interview books , and mock interviews to expose yourself to a wide range of scenarios. Consistent practice will build your confidence and improve your ability to think on your feet during the actual interview.

2. Develop Critical Thinking Skills

Business analysts are expected to analyze complex problems and propose effective solutions. Develop your critical thinking skills by questioning assumptions, evaluating evidence objectively, and considering alternative perspectives.

Practice thinking strategically and anticipating potential outcomes of different decisions. This skill will help you approach case interviews with a well-rounded and insightful perspective.

3. Understand the Basics

Ensure you have a strong grasp of fundamental business concepts and frameworks. Familiarize yourself with key business analyst frameworks such as SWOT analysis, the 4 C’s framework, and Porter’s Five Forces.

Understanding these basics will help you apply the appropriate framework to structure your analysis effectively. Additionally, stay updated on industry trends and business news to have a broader context for your discussions.

4. Stay Organized

Structure your approach to each case logically and clearly. Begin by outlining your framework and breaking down the problem into manageable components. Use a systematic approach to analyze each part of the problem, ensuring that your analysis is thorough and coherent.

Staying organized not only helps you manage your time effectively but also makes it easier for the interviewer to follow your thought process.

5. Communicate Clearly

Effective communication is essential in case interviews. Articulate your thoughts and solutions clearly and concisely. Avoid jargon and overly complex language. Instead, use simple, straightforward explanations. Engage with the interviewer by asking clarifying questions and summarizing your findings at key points.

Clear communication demonstrates your ability to convey complex ideas in an understandable manner, a critical skill for a business analyst.

6. Seek Feedback

Continuously seek feedback on your performance from peers, mentors, or professional coaches. Constructive feedback helps identify areas for improvement and provides insights into how you can refine your approach. After practicing mock interviews, ask for detailed feedback on your analysis, communication, and overall performance.

Use this feedback to make iterative improvements, focusing on your weak points and honing your strengths.

Land Your Dream Business Analyst Job

Here are the resources we recommend to land your dream business analyst job:

For help landing interviews

  • Resume Review & Editing : Transform your resume into one that will get you multiple consulting interviews

For help passing case interviews

  • Comprehensive Case Interview Course (our #1 recommendation): The only resource you need. Whether you have no business background, rusty math skills, or are short on time, this step-by-step course will transform you into a top 1% caser that lands multiple consulting offers.
  • Case Interview Coaching : Personalized, one-on-one coaching with a former Bain interviewer.
  • Hacking the Case Interview Book   (available on Amazon): Perfect for beginners that are short on time. Transform yourself from a stressed-out case interview newbie to a confident intermediate in under a week. Some readers finish this book in a day and can already tackle tough cases.
  • The Ultimate Case Interview Workbook (available on Amazon): Perfect for intermediates struggling with frameworks, case math, or generating business insights. No need to find a case partner – these drills, practice problems, and full-length cases can all be done by yourself.

For help passing behavioral & fit interviews

  • Behavioral & Fit Interview Course : Be prepared for 98% of behavioral and fit questions in just a few hours. We'll teach you exactly how to draft answers that will impress your interviewer.

Land Multiple Job Offers

Complete, step-by-step case interview course. Save yourself hundreds of hours.

  • Search entire site
  • Search for a course
  • Browse study areas

Analytics and Data Science

  • Data Science
  • Business Analytics
  • Event Management
  • Human Resources
  • MBA Programs
  • Social Impact
  • Supply Chain Management
  • Communication
  • Animation Production
  • Digital and Social Media
  • Media Arts and Production
  • Media Business
  • Music and Sound Design
  • Screen Arts Production
  • Social and Political Sciences
  • Strategic Communication
  • Writing and Publishing

Design, Architecture and Building

  • Architecture
  • Construction
  • Interior Architecture
  • Landscape Architecture
  • Local Government
  • Product Design
  • Project Management
  • Property and Real Estate
  • Urban Planning
  • Visual Communication
  • Secondary Education
  • TESOL and Applied Linguistics
  • Education Learning and Leadership
  • Learning Design
  • Primary Education
  • Engineering
  • Biomedical Engineering
  • Civil and Environmental Engineering
  • Electrical and Electronic Engineering
  • Mechanical and Mechatronic Engineering
  • Nursing and Midwifery
  • Sport and Exercise
  • Public Health

Health (GEM)

  • Allied Health
  • Information Technology
  • Computer Science
  • Games, Graphics and Multimedia
  • Systems Design and Analysis
  • Artificial Intelligence
  • Cybersecurity and Networking
  • International Studies
  • Criminology
  • International Relations
  • Practical Legal Training
  • Commercial and Business Law
  • Juris Doctor
  • Legal Studies
  • Intellectual Property
  • Migration Law and Practice
  • Biotechnology
  • Environmental Sciences
  • Food Science
  • Forensic Science
  • Mathematics, Statistics and Quantitative Finance
  • Medical Science
  • Pharmaceutical Science
  • Physics and Quantum Technology
  • Transdisciplinary Innovation
  • Creative Intelligence and Innovation
  • Entrepreneurship
  • Data Science and Innovation
  • Sustainability and Innovation

Acing the UTS GSH interview: Alicia’s how-to-guide

So you’ve been offered an interview at UTS! Interviews can be pretty nerve-wracking, but they don’t always have to be! UTS Master of Clinical Psychology student Alicia has five top tips for acing your interview at the UTS Graduate School of Health.

Alicial Bailey, UTS Clinical Psychology

1. Know your stuff!

It’s a very simple hint, but an invaluable one. The more familiar you are with the content you’re discussing, the more comfortable you will appear in your interview. That way you’re able to portray your true self, not the version of yourself who is trying to repeat word-for-word something you read off the internet! They won’t expect you to be an expert, but be ready to answer questions about why you want to study in your particular field, what your career goals are and what you can bring to the University and to the profession.

2. They’re on your side!

This is something someone told me a few years back about interviews in general, which a lot of people (myself included) often seem to forget. When you go for an interview, the interviewers are on your side! You’ve sent in your application, they obviously liked what they read, they know you can talk the talk, so now it’s time for you to walk the walk! The interviewers aren’t waiting for you to slip up - they want you to do well!

Study with us

Enquire now

3. Be yourself

As cheesy as this sounds, it's 100% true!! Given you’re interviewing at the Graduate School of Health, the assumption is that you’re set on a career where you’ll be dealing with people in your day-to-day life, if not now, then certainly in the future. The interviewers want to see what a fantastic communicator you are, how you relate to people and they want to get a sense of you as a person, both inside and outside of your academic arena.

4. Confidence is key

Most people find it tricky to ‘sell themselves’ in interviews. It might feel self-aggrandising or even a bit cocky, but showing off your assets and what you can bring to the table is so important! Be confident in yourself and in your achievements, because let’s face it – you’ve done a great job to get an interview, so let your accomplishments shine.

5. Be organised

Another simple but oh-so-important tip!! Make sure you’re on time for the interview, dressed appropriately and present yourself well. Remember to be professional from the time you walk into the building to the time you leave (*cough cough* no phones!). If you’re required to bring documents, transcripts and the like, ensure you have them ready to go. The interviewers want to see that you are on time, reliable and organised in all areas. This is an easy tip to win big brownie points!

We offer courses in Pharmacy, Orthoptics, Physiotherapy, Clinical Psychology, Good Manufacturing Practice, Speech Pathology and Genetic Counselling. Find out more

UTS acknowledges the Gadigal people of the Eora Nation, the Boorooberongal people of the Dharug Nation, the Bidiagal people and the Gamaygal people, upon whose ancestral lands our university stands. We would also like to pay respect to the Elders both past and present, acknowledging them as the traditional custodians of knowledge for these lands.

case study of interview process

  • Open access
  • Published: 23 September 2024

Registered nurse case managers’ work experiences with a person-centered collaborative healthcare model: an interview study

  • Markus Hjelm   ORCID: orcid.org/0000-0003-2225-7598 1 , 2 ,
  • Anna Andersson 1 ,
  • Venera Ujkani 1 &
  • Ewa Kazimiera Andersson   ORCID: orcid.org/0000-0002-4282-8901 3  

BMC Health Services Research volume  24 , Article number:  1108 ( 2024 ) Cite this article

19 Accesses

Metrics details

Multimorbidity is increasingly acknowledged as a significant health concern, particularly among older individuals. It is associated with a decline in quality of life and psychosocial well-being as well as an increased risk of being referred to multiple healthcare providers, including more frequent admissions to emergency departments. Person-centered care interventions tailored to individuals with multimorbidity have shown promising results in improving patient outcomes. Research is needed to explore how work practices within integrated care models are experienced from Registered Nurse Case Managers’ (RNCMs) perspective to identify areas of improvement. Therefore, the aim of this study was to describe RNCMs’ work experience with a person-centered collaborative healthcare model (PCCHCM).

This study used an inductive design. The data were collected through individual interviews with 11 RNCMs and analyzed using qualitative content analysis.

Data analysis resulted in four generic categories: ‘Being a detective, ‘Being a mediator’, ‘Being a partner’, and ‘Being a facilitator of development’ which formed the basis of the main category ‘Tailoring healthcare, and social services to safeguard the patient’s best.’ The findings showed that RNCMs strive to investigate, identify, and assess older persons’ needs for coordinated care. They worked closely with patients and their relatives to engage them in informed decision-making and to implement those decisions in a personalized agreement that served as the foundation for the care and social services provided. Additionally, the RNCMs acted as facilitators of the development of the PCCHCM, improving collaboration with other healthcare professionals and enhancing the possibility of securing the best care for the patient.

Conclusions

The results of this study demonstrated that RNCMs tailor healthcare and social services to provide care in various situations, adhering to person-centered care principles and continuity of care. The findings underline the importance of implementing integrated care models that consider the unique characteristics of each care context and adapt different case managers’ roles based on the patient’s individual needs as well as on the specific needs of the local setting. More research is needed from the patients’ and their relatives’ perspectives to deepen the understanding of the PCCHCM concerning its ability to provide involvement, security, and coordination of care.

Peer Review reports

Globally, people are expected to live longer in the coming decades [ 1 ], and by 2030, one in six people will be aged 60 years or older. This age group is expected to double by 2050, reaching approximately 2.1 billion. In Sweden, the proportion of people aged 65 years and older is projected to increase to 23.5% by 2050 [ 2 ]. Individuals aged ≄ 70 years are increasingly in need of medical attention, with major health changes frequently occurring after the ages of 80–85 years [ 3 ]. Multimorbidity, defined as the coexistence of two or more chronic conditions, correlates with age. It affects 65% of people aged 65–84 and 82% of those aged 85 years and over [ 4 p. 3]. It is well known that people with multimorbidity have various chronic conditions, such as musculoskeletal disorders, mental health problems, and cardiovascular and metabolic diseases [ 4 , 5 ]. Multimorbidity is linked to increased healthcare utilization, including more frequent admissions to emergency departments, longer hospital stays, functional decline, polypharmacy, poorer quality of life, decreased psychosocial well-being [ 4 , 6 ], increased risk of being referred to other healthcare providers [ 7 ], and an increased financial burden on healthcare systems [ 4 , 8 ].

Despite the high prevalence of multimorbidity in healthcare settings, clinical guidelines for the treatment and organization of healthcare often focus on single chronic conditions, and rarely on multiple conditions [ 5 , 7 ]. There is often inadequate communication between healthcare providers regarding patients’ diverse needs, which adversely affects patients who have multimorbidity [ 6 ], which can result in these patients being left out of important clinical decisions [ 5 ]. Self-management ability is important for this vulnerable group and is affected by factors such as how the illness is perceived by the individual, their level of motivation, the strength and availability of their social networks, and the support options available to them [ 9 ]. Thus, it is important that care interventions for older persons with multimorbidity are person-centered.

Studies by Poitras et al. [ 10 ] and Sþgaards et al. [ 11 ] indicated that person-centered care (PCC) interventions for individuals with multimorbidity could enhance patient outcomes. PCC emphasizes ethical, person-focused relationships, moving beyond viewing patients as a “passive target of a medical intervention” to involve the patients as an active and capable partner in the decision-making process of their own care [ 12 p.249, 13 p.1]. According to Ekman [ 13 ] ethics serve as the foundation for structuring person-centered care and this ethical perspective emphasize the importance of understanding the person behind the illness and actively involve them in their care. A central aspect is to establish a partnership between the patient and the healthcare professional, that builds on the patients’ personal narratives about their illness and its significant impact on their live. Establishing and working the partnership empowers and motivates patients to actively engage to their problems. From a registered nurse (RNs) perspective, person-centeredness involves establishing a genuine patient-nurse relationship, in which the person is the core of attention and employs a holistic perspective as a starting point in care [ 14 ]. Several stakeholders, such as the WHO [ 15 ], patient organizations [ 16 ], and healthcare professional organizations [ 17 ], have promoted the implementation of PCC in clinical practice.

Skou et al. [ 4 ] emphasized the importance of better integration of primary and secondary healthcare services and improved communication between care providers when providing care to patients with multimorbidity. A systematic review [ 18 ] showed that nurse-led interventions for patients with chronic conditions were associated with reduced hospital readmissions, decreased admissions to emergency departments and hospitalizations, improved continuity of care, and high levels of patient satisfaction. Furthermore, the care provided by an interprofessional team can help patients with multimorbidity address their complex needs [ 19 ]. In Sweden, regional and municipal autonomy have led to diverse care models nationally. Recently, the Swedish Association of Local Authorities and Regions [ 20 ] reported a nationwide shift toward PCC. Simultaneously, there is an increasing demand for collaborative care models that provide PCC [ 21 ]. Current work methods and structures are not designed to handle future demographic changes or the increasing need for healthcare among older persons with multimorbidity. In response, a person-centered collaborative healthcare model (PCCHCM) was developed to integrate healthcare for older persons with multimorbidity, thereby enhancing the quality of care. Further research is needed to explore how work practices within these integrated care models are experienced and to identify areas of improvement. Therefore, the aim of this study was to describe RNCMs’ work experience with a PCCHCM.

This study employed a qualitative inductive design [ 22 ]. Semistructured interviews were used to collect the data, and inductive qualitative content analysis was conducted, as described by Elo and KyngÀs [ 23 ]. The study was conducted according to the Consolidated Criteria for Reporting Qualitative Research checklist [ 24 ].

The Swedish healthcare system is primarily financed by tax revenue and consists mainly of publicly owned healthcare facilities, with only a limited portion privately owned [ 25 ]. The inhabitants can choose their primary healthcare provider. The healthcare system is decentralized and consists of 21 autonomous regions and 290 municipalities that provide healthcare regulated by the Health and Medical Services Act (2017:30) [ 26 ]. Primary Healthcare Centers (PHCs) are the foundation of Sweden’s healthcare system, offering care at the primary level, including medical treatment, prevention, nursing, and rehabilitation. Secondary healthcare, primarily hospital based, provides both inpatient and outpatient services. According to the Social Services Act (1980:620) [ 27 ] Swedish municipalities are mandated to provide care and housing for elderly people and disabled people. However, the coexistence of the Health and Medical Services Act (2017:30) [ 26 ], and the Social Services Act (1980:620) [ 27 ] risk leading to care fragmentation and difficulties accessing needed care, especially for those with multimorbidity who received care from multiple providers. Home healthcare services are also provided for older persons, ranging from basic to extensive services, and medical, rehabilitative, and nursing care, available either at their own homes or at specialized facilities, such as nursing or dementia care homes.

This study was conducted within a region with approximately 160,000 inhabitants, located in a sparsely populated area in southeast Sweden. This region includes five municipalities, one hospital located in two different cities, 18 PHCs providing healthcare services at the primary level to inhabitants, and 14 ambulances available in the region during day-evening time, of which seven were available around the clock. There are five home healthcare physicians available on call, one per municipality, working on behalf of PHCs and making emergency home visits to patient homes in all five municipalities. The PCCHCM was implemented in this region in June 2021 and has been continuously developed since then.

The regional model, the PCCHCM, is based on cooperation and coordination between the regional healthcare authority (i.e., primary care, inpatient care, and prehospital care) and the municipal healthcare authority (i.e., social services and home care services). The goal is for the patient and their relatives to be involved, to experience increased security, and for the care provided to be coordinated, person-centered, and given at the right level of care. The coordination process, together with the advanced medical care plan, forms the basis of the model, along with the coordination functions that exist in both regional and municipal healthcare authorities. The coordination process should strengthen the proactive approach and early identification of older adults with multimorbidity and those at risk of developing frailty.

The coordination function is managed by Registered Nurses (RNs), who serve as case managers responsible for planning cohesive, seamless, and timely care in accordance with the patient’s needs. The coordination process involves identifying patients, assessing, and evaluating their needs, planning care and treatment, initiating and communicating interventions, and conducting follow-up. The PCCHCM also includes the possibility of initiating an advanced individual medical care plan for those identified as having multimorbidity. The plan is a structured documentation of the patient’s medical, nursing, and social status, including a detailed plan for patient care. The plan aims to guide healthcare professionals from both regional and municipal healthcare authorities in decision making regarding patient care when, for example, a deterioration in a person’s health condition occurs. Working in the PCCHCM also included evaluating and developing the model itself with involved healthcare professionals.

Recruitment and participants

A purposive sampling strategy [ 22 ] was used to obtain a heterogeneous sample of participants recruited from both regional and municipal healthcare authorities, with variations in clinical experience and experience working with PCCHCM. Verbal information about this study was provided at several meetings with the RNCMs. If the RNCMs were interested in participating in the study, they were asked to contact the authors who provided detailed written and verbal information about the study and then booked time for the interview. A total of 22 participants were invited, 3 declined to participate (no reason was requested), and 8 did not contact the authors. The final sample consisted of 11 RNCMs (see Table  1 ).

Data collection

The participants were offered the opportunity to choose between individual face-to-face interviews or video interviews via Microsoft Teams [ 28 ], as data collection took place during the post COVID-19 pandemic period (March – December 2023). All participants opted for individual video interviews, which were recorded on a dictaphone, transcribed verbatim, and checked for accuracy by two authors (MH and VU). The interview began with an overarching question: I am interested in your experiences working as an RNCM within the PCCHCM. Can you please tell me about your daily work. An interview guide containing open and probing questions was employed when needed if the informants’ answers to the overarching question did not cover the area of interest (see Appendix 1 ). A pilot interview was conducted to evaluate the validity of the overarching question and interview guide. As no amendments were necessary, this interview was included in this study. The interviews lasted 27 to 43 min (mean 36 min) and were pseudonymized to maintain the confidentiality of the participants. Each interview was assigned a number (1–11).

Data analysis

The data were analyzed in accordance with Elo and KyngĂ€s’s [ 23 ] qualitative inductive content analysis method and started after all interviews were conducted. Qualitative content analysis is a research method using a systematic approach and is suitable to analyze interview texts with the aim to achieve a condensed and broad description of the phenomenon, resulting in categories describing the phenomenon. An inductive approach was chosen because of the limited prior knowledge of the phenomenon under investigation. Initially, multiple open-minded readings of the interview texts were conducted to become immersed in the data and to gain an overall understanding of the content. Second, the interview texts were transformed into codes by taking notes and creating headings at the margins of the interviews. Two authors (MH and EKA) independently performed this step. In the third step, the codes were organized into a coding sheet and grouped together based on similarities and differences, with a focus on the aim of the study. Two authors (MH and EKA) initially performed this step, and then discussed the codes and compiled them into a coding sheet. The fourth step involved interpreting similarities and differences to achieve further abstraction, resulting in four generic categories, including subcategories. Finally, the generic categories were grouped and reduced to the main category to represent the abstracted results. The first and last authors (MH and EKA) performed this analysis, while the other authors (AA and VU) validated it by reading the transcripts and actively participating in the discussions of the interpretation until consensus was reached. The original quotations from all participants were presented to illustrate the findings and the participants’ personal experience [ 29 ].

The RNCMs’ experience of their work in accordance with a PCCHCM were concluded in the main category, ‘Tailoring healthcare and social services to safeguard the patient’s best.’ The results indicate that the RNCMs strive to investigate, identify, and assess older persons’ needs for the coordination of care. Their endeavors involved receiving, prioritizing, and transmitting information and knowledge about patients’ needs and care plans to involved healthcare professionals. The RNCMs worked in partnership with both patients and their relatives to engage the patient in making informed decisions and implementing those decisions into a tailored agreement that became the foundation of the care and social services that the patient received. In their work, RNCMs acted as facilitators of the development of the PCCHCM, resulting in improving/enhancing collaboration with other healthcare professionals, thereby ensuring better possibilities for securing the patient’s best. In the subsequent results (see Table  2 ), the subcategories are interwoven in the description of the four generic categories.

Being a detective

The RNCMs experienced that their work involved detective activities in the sense of investigating, identifying, and assessing older persons with multimorbidity in need of coordination of care. The identification of patients who needed coordination of care could occur when other colleagues came up with inquiries both verbally and in writing. This could occur in collaboration with interprofessional teams or through patients or relatives contacting the RNCM themselves and asking for help. In inpatient care, RNs use screening with the Geriatric Rating Scale as a basis for further assessment of needed interventions. This screening can be performed by the RNCM in the geriatric department or by other healthcare professionals, for example, in ambulance services or emergency departments, who would then refer the patient to the RNCM. The primary goal of this detective work was to identify patients with multimorbidity in need of coordination of care. After the patients were identified, the RNCM assessed the interventions required by the patients. This could range from simple interventions, such as arranging a wheelchair, to more complex interventions, such as initiating collaboration with several stakeholders to plan how care and support at home can be offered to the patient.

“My daily work largely involves identifying these patients
, and I do that in collaboration with the healthcare professionals in the emergency department who screen. The ambulance also assists. Then, depending on the score that the patient receives on this screening tool, I reviewed the medical records to determine what kind of patient it is and what needs exist. Are there any gaps, could the care be better coordinated here
 sometimes I bring up these patients for discussion, we have coordination meetings twice a week.” [Participant 8].

Being a detective was described as having an exploratory role in which the patient’s need for interventions was identified and assessed, and care was planned to achieve coordinated healthcare and social services. To be able to carry out interventions for the patients best, this usually happened in collaboration with various healthcare professionals from both regional and municipal healthcare authorities who were part of the PCCHCM (primary care, inpatient care, prehospital care, and home care). Common collaboration partners in RNCMs work included physicians, home health care physicians, RNs, physiotherapists, social workers, other RNCMs, occupational therapists, and others working within rehabilitation. Collaboration also occurred with the municipality’s social teams.

“You do this detective work together, then we go through the background again, we check the patient’s history, we look at the patient’s issues, what is causing them to be repeatedly admitted to the hospital, then you make a plan on what can be done moving forward, and how to keep this patient at home, and provide care at home without needing to send them to the hospital.” [Participant 1].

The focus of detective work could shift depending on what healthcare authorities the RNCM worked in. For example, in inpatient care, the role, to a greater degree, involved the identification and assessment of patients’ needs right now, while the RNCM also planned for the patient’s continued care at home, involving both primary care and/or home healthcare. In home healthcare, detective work, to a greater extent, was followed by planned interventions, ongoing assessments, and adapting interventions to patients’ changing needs. In primary care, detective work also involved identifying patients who were previously unknown to healthcare, and continuously assessing patients with multimorbidity whose care had already been coordinated. In all settings, the detective work involved identifying patients with acute conditions, for whom an assessment needed to be made on short notice.

“I receive messages from the hospital, from geriatrics, that this patient has been to the emergency department, this one needs help, they are admitted, they probably need a bit more help, we discuss what we can do, discuss with physicians, perform rounds with physicians and schedule them for visits.” [Participant 7].

Being a mediator

RNCMs experienced that their work involved the responsibility of being mediators of information and knowledge about patients’ needs and care to other healthcare professionals. They compared their work to that of being the “spider in the web”. [Participant 11]. Being a mediator involved receiving and transmitting information, as well as prioritizing information in relation to patients’ needs for healthcare and social services. This meant involving other healthcare professionals, such as the home healthcare team to access this information. Common ways to convey information include written messages via digital platforms in the form of questions, reports, feedback, telephone contact, and various types of meetings with physicians and other healthcare professionals. In some care facilities, there is a special phone number to call the RNCM to facilitate collaborative efforts for the patient. RNCMs could also be contacted by the patient or their relatives and needed to mediate their information to the responsible healthcare professional or act on the given information themselves. In addition, being a mediator included documenting the patient’s individual care plan for continued care and distributing copies to both the patient and all those involved in the patient’s care.

“We work very closely with the home healthcare in (a name of a municipality), but I must say I think we have truly great collaboration. Many independent messages on digital platforms come from home healthcare; they range from physicians’ assessments, home visits, sampling, and medication renewals, so we are constantly sitting like a spider in this web.” [Participant 3].

Being a mediator also involved listening to the patient’s social needs and contributing to the patient’s social activities; for example, by mediating information to the patient about other services, such as the municipality’s day centers, libraries, or the church’s social activities. The RNCMs experienced that the contact pathways they had developed with other professionals worked well. As the PCCHCM evolved over time, the RNCMs became more familiar with each other’s work responsibilities, facilitating the mediation of patient information. However, mediator responsibility was hindered by the different medical records systems used by the healthcare authorities involved in patient care. This challenge was further compounded by the fact that RNCMs were also employed by different healthcare authorities, which sometimes complicated coordination and communication processes. The RNCMs worked under different legal frameworks, posing challenges in mediating and investigating the information that is important for patient care. One example is medication prescriptions that are difficult to review.

“We work in different medical records systems, so that is actually the biggest obstacle for collaboration
 we have patients who go to the PHC themselves, we do not get any updates on medication adjustments, for example. If we do not get that information, the patient continues with the same prescriptions as before, so the medical records system is a big, it is an obstacle.” [Participant 2].

Being a partner

RNCMs experienced that they strived to work in partnership with patients and their relatives. This included listening to and assessing the patient’s needs for healthcare and social services, as well as addressing their expectations and wishes. Being a partner involved providing information, engaging the patient in making informed decisions, and then implementing those decisions into a tailored agreement that became the foundation of the care the patient received. The RNCMs described that the partnership also involved the follow-up of the patient after they had been hospitalized, monitoring changes in medication prescriptions, conducting follow-up conversations in the patients’ homes, and, when necessary, making risk assessments. In the follow-up conversations, the RNCMs responded to questions from both patients and their relatives and guided them in the healthcare system, for example, regarding self-care. The partnership also entailed performing various assessments of the patient’s health status, both independently and on behalf of other healthcare professionals, and, based on this, planning, implementing, and evaluating different nursing interventions for the patient. This meant scheduling a visit to the geriatric nursing clinic as a follow-up after hospitalization or performing planned or urgent care interventions at the patient’s home. RNCMs expressed a desire to work closely with patients, which could involve making more comprehensive interventions in patients’ homes or working across departments within inpatient care to better meet the needs of older patients who require care coordination.

“I usually schedule telephone calls with them when they come home. And have follow-up conversations, and then it often emerges a lot when they come home. And they have questions, and some do not even know what happened in the hospital 
 It is this around-the-job work that I arrange. This collaboration with home healthcare, I arrange medication dispenser for them and self-care certificates and
 and that is my daily work with coordination.” [Participant 5].

The RNCMs described that in the partnership, relatives played an important role in their extensive knowledge of the patient’s situation and needs, but it was also noted that their knowledge was not always sufficiently utilized by healthcare professionals. At the same time, the RNCMs expressed that some relatives’ interests were not always aligned with the patients’ wishes. For example, the patient might have wished to be cared for at home, but relatives preferred special accommodations. In such situations, RNCMs always represent the patient’s best interests.

The RNCMs described that the patient’s participation in the partnership was an important starting point, which included a person-centered approach in which they saw themselves as representatives of the patient. This meant supporting patients’ ability to take responsibility for their own care and supporting them in expressing themselves in what was most important to them. Being a representative of the patient also meant showing compassion for the patient, seeking feedback, and representing the patient’s best interests with various healthcare contacts. It also involved seeking alternative solutions and consulting with other healthcare professionals with the patient’s consent. To represent the patients’ best interests, the RNCMs needed to build a trust-filled relationship where the patients felt secure in expressing their wishes and trusted that they did not need to go to the emergency department to meet their care needs.

“Therefore, I try to get feedback from them on what we have discussed. Both that it is understood and that it is okay from their side as well. And during the conversation, you have to listen to what they want
 there might be a patient who has a catheter who really does not want it
 what possibilities there are to solve it in another way. Listen to the patient, be responsive, and try to see alternatives that might be better for them. Then, you might have to raise it with your physician. They might not be on that track but need to think a step further.” [Participant 6].

RNCMs had previous experiences with healthcare contacts with older patients, such as working in a geriatric nursing clinic or being responsible for the patient’s coordinated individual care plan. This previous work experience and relationships with the patients promoted continuity of care, as the patient had their RNCM to turn to, which in turn created continuity and safety in care. In their role as an RNCM, they identified patients whose medical needs required a coordinated advanced medical healthcare plan for their ongoing healthcare. They would then call for an interdisciplinary care meeting in which both the patients and their relatives participated.

“Advanced medical healthcare plan it is actually the very work tool that we have developed, where we have been able to see that yes, these care plans and coordinated individual care plans that are held, they are really important and good in every way but often there is maybe quite a lot of focus on Social Services Act interventions and on rehabilitation interventions, while the purely medical, I mean medical action plans and so on, get somewhat lost and thus we have developed this advanced medical healthcare plan, which is a tool to get a bit more of a holistic approach to the patient.” [Participant 10].

Being a facilitator of development

The RNCMs experienced that their daily work also involved being facilitator of the development of the PCCHCM. This meant developing in collaboration, both within their own and with other professionals within the healthcare authorities involved in the PCCHCM, resulting in better possibilities of securing the patient’s best. Facilitation involved active participation in working groups with other RNCMs, operational managers, heads of care units, local authority senior medicine advisors, and the project leader, with the purpose of further developing the PCCHCM. The forms of the working groups varied, and digital meetings were considered beneficial for participation, as the participants were spread across different departments within both regional and municipal healthcare authorities. Physical meetings were seen as advantageous for getting to know each other and for facilitating collaboration in daily work. During these meetings, experiences were exchanged to improve working methods, processes, and routines. The interprofessional competencies of the RNCMs were developed as participants came from different healthcare authorities, which brought more perspective to the development of the PCCHCM. The RNCMs stated that from their collaborative work, they developed a structure in the form of routines, process descriptions, and direct contact routes. This structure facilitated the coordination of patient care and ensured that patients were cared for at the appropriate level.

“It (collaboration) has become much better, we collaborate with the municipality teams, both with the home visit team, safe discharge (intensive home care intervention), and the home healthcare team 
 we have rounds so the home healthcare team comes here, it’s a learning opportunity both for them and for us. The cooperation with the municipality teams is very good
. We call each other every week, me and the RNCM in the municipality, and check what kind of patients we have and how they are doing” [Participant 9].

The RNCMs described a desire to work more in teams with physicians to develop the PCCHCM. The lack of permanently employed physicians hindered this desire to collaborate and develop together. Instead, the RNCMs felt that they had to spend time supporting “hired physicians” who lacked knowledge about the local care context and patient familiarity. They expressed that physicians needed to be involved early in the process to make balanced decisions regarding the coordination of the patient’s healthcare and social services, as otherwise, they needed to make all decisions alone. Team collaboration has also been described as important for the sustainable use of resources. Furthermore, the RNCMs expressed a desire to systematically work with acute home visits performed within 24 h for patients with multimorbidity who had deteriorated to adjust their care plans in accordance with their actual needs. However, the shortage of physicians has made this difficult.

“I think a bit about working as an RNCM, especially at my PHC, it has been very difficult due to the shortage of physicians. This is an important aspect because elderly people with multimorbidity who primarily seek care, are shuffled by different physicians. Therefore, there is no continuity. However, they have no security. Thus far, there are only two permanent physicians.” [Participant 5].

Being a facilitator of development included evolving the PCCHCM and RNCMs’ roles while simultaneously performing regular work as RNs and RNCMs. The boundary between these commitments was often described as unclear, both for RNCMs and for the healthcare professionals around them. The understanding of the responsibility of RNCMs could be influenced by managers’ knowledge of the PCCHCM, which healthcare authority the RNCMs worked in, and a lack of knowledge about each other’s different areas of responsibility. Working as an RNCM was complicated by high healthcare professional turnover and a lack of geriatric competence. The RNCMs stated that their work had to be done within the existing time, which meant an increased workload that complicated participation in developing the RNCM’s role and providing care in accordance with the PCCHCM. The importance of allocating extra resources was highlighted; otherwise, collaboration according to the PCCHCM was at risk of not being prioritized. At the same time, the RNCMs described the significance of maintaining a positive outlook, exercising patience during the introductory phase, and being aware that development would take time.

The RNCMs described that the major development work ahead focused on making the PCCHCM more known to healthcare professionals in all involved organizations, as well as to patients and their relatives. If the PCCHCM is not sufficiently known, there is a risk that older persons with multimorbidity will not receive the coordination of care they need. There is a need for healthcare professionals to work together to develop a clear plan for communicating patient care with each other. This was considered urgent, as different traditions were experienced, where healthcare and social services had different focus areas, and this entailed a risk of misunderstandings in communication regarding patients in need of care coordination. The RNCMs described the need for a clear, simple pathway for patients who require coordination of care. Furthermore, the importance of preventive work has been emphasized. For example, in the form of expanding screening to identify additional at-risk patients in PHCs, which inpatient care to some extent has already been performed, or to develop a working method to plan for interventions at an early stage if the patient’s condition had deteriorated.

“We are invisible, people do not know we exist; not even the healthcare professionals in the ward know about us. Nor do those who might need help always know that we exist. It could be that healthcare professionals from regional healthcare authorities do not know how they should proceed for us to be involved. What is the procedure? Is it a referral procedure?” Is it enough to simply call. Or what to do to get us involved.” [Participant 4].

The main result of this study is presented in the main category: Tailoring healthcare and social services to safeguard the patient’s best, showing RNCMs’ sense of responsibility to purposefully contribute to the well-being of the patient. The findings highlight the importance of working in partnership and establishing trust-filled relationships with the patients. For RNCMs, this approach was required to safeguard the patient’s best interests, as the partnership facilitated their endeavor to identify, assess, and plan care interventions tailored to the patient’s individual needs. Similar findings have been reported from nurse case managers’ perspectives [ 30 ] and from patients’ perspectives [ 31 ], describing case managers serving as their advocates, standing on their side, and representing them in their various struggles with health and social care representatives. Our main result aligns with identified core components [ 32 – 33 ] when implementing PCC for older persons with multi-morbidity, e.g. knowing the older patient as a person, building trusting relationships, empowering the individual, and co-creating a tailored personal health plan. This indicates that the RNMCs worked in accordance with PCC principles to address the older person’s needs. In Sweden, there is an on-going national development towards providing accessible and integrated health and social care based on PCC, such as the PCCHCM. No research or evaluation related to PCCHCM has been previously published.

The results showed that the RNCMs strived to work in partnership with both patients and their relatives to create a tailored agreement based on shared decision-making, serving as the foundation of the care the patient received. Shared decision-making is one of the care processes in the person-centered practice emphasizing the therapeutic relationship’s role in recognizing patients’ beliefs and values during the decision-making process [ 34 ]. These findings align with Whitehead et al. [ 35 ], who, in a systematic review of qualitative studies, concluded that nursing care for persons with multimorbidity should integrate holistic assessment and PCC principles within an inter-professional and collaborative team framework. Research [ 36 ] has shown that RNs are healthcare professionals who are well-qualified to work with persons with multimorbidity, especially when care is based on PCC interventions that align with the needs of patients. However, the results showed that work of RNCMs was challenged by high healthcare professional turnover, a lack of geriatric competence, and the dual roles of working as an RN and an RNCM at the same time, which risk deprioritizing the work responsibilities of RNCMs.

From a nurse’s perspective [ 35 ], it has been shown that sufficient time is necessary to build an understanding of the patient’s condition, experience, and needs and to gain the patient’s trust in developing a therapeutic relationship necessary for care. Westlake et al. [ 37 ] concluded that the health professional’s role in supporting care partnerships and their knowledge of PCC is central to its practice. They advocated for increased education and training efforts in PCC to improve patient participation in healthcare. The results also showed that the partnership involved following the patients after they had been hospitalized, monitoring changes in their medication prescriptions, conducting follow-up conversations in the patients’ homes, and, when necessary, making risk assessments. Research from Sweden [ 38 ] reported that follow-up visits of patients after hospitalization performed by an RN allow monitoring of the patient’s health, which can lower the risk of deterioration and make the patient feel safer. Partnerships also involved creating trusting relationships between RNCMs and patients so that patients could feel safe expressing their care needs instead of going to the emergency department. Facchinetti et al. [ 39 ] reported that continuity of care interventions could prevent short-term hospital readmission in this patient group. Relationships are important for the development of partnerships. In a study by Scheffelaar et al. [ 40 ], the focus of care providers on individual patients was considered a core determinant of a good relationship. Thus, recognizing and understanding a patient’s individual needs and priorities are crucial for providing appropriate care interventions. To foster trusting relationships, continuity of care is a key and fundamental aspect of the quality of care [ 41 ]. Guthrie et al. [41 p.548] described relationship continuity as “Built on accumulated knowledge of patient preferences and circumstances that is rarely recorded in formal records and interpersonal trust based on experience of past care and positive expectations of future competence and care.” For RNCMs, this relationship continuity was important for representing the patient’s best interests in care situations.

The findings highlight that RNCMs need to adopt different roles to carry out their tasks in accordance with the PCCHCM. These roles were practiced in different ways depending on the organization in which they worked. Integrated and collaborative care models often introduce new forms of collaboration that can affect professional roles and responsibilities. A study by Gustafsson et al. [ 42 ] revealed that case managers experienced frustration due to unclear boundaries in their responsibilities, which impacted their work efficiency. According to SELFIE [ 43 ], a framework for integrated care for persons with multi-morbidity, it is important that the health care professionals, have clearly defined roles in how care is designed and coordinated. Having an assigned coordinator is considered particularly important, which also was included as a part of the RNMCs work activities. According to Joo and Huber [ 44 ], a mutual understanding of case management interventions is an important facilitator of its implementation. A common barrier described by both case managers and professional stakeholders is the lack of clarity regarding their roles. Complex care interventions, such as the PCCHCM, are in accordance with Torrey et al. [ 45 ] in need of clearly understood aims and roles; however, since such interventions are complex processes, it could be difficult to fully grasp the intervention. The SELFIE framework [ 43 ] underscores the importance of continuous professional education for RNCMs in integrated care for persons with multimorbidity. This education should encompass both soft skills, such as communication and teamwork, as well as managerial skills like case management. Additionally, supporting the development of new professional roles to address emerging demands is important.

One aspect of the PCCHCM, not commonly included in PCC interventions [ 11 , 32 ], was the involvement of RNCMs in the development of the model itself, together with other healthcare professionals and managers. The findings presented in the sub-category ‘Being a facilitator of development’ highlight the importance of structured collaboration forums, such as working groups, for advancing the development of care pathways for practicing PCC. These collaborative efforts can also help identify and address the specific needs of the local context. Furthermore, the results indicated that RNCMs’ work responsibilities were understood differently by managers, depending on their knowledge of PCCHCM and a lack of knowledge about each other’s different areas of responsibility. Kirst et al. [ 46 ] conclude that integrated and collaborative care models must invest sufficient effort into building the necessary infrastructure to support trusting multidisciplinary team relationships, provider understanding of and commitment to the model.

Thus, introducing the PCCHCM, which is a complex care model involving both municipal and regional authorities, requires good planning for both joint work tasks and individual work that must occur within each organization. Martin et al. [ 47 ] concluded that open communication between case managers and leadership, and an improvement-focused culture, appear to be important elements of implementation success. Thus, a continuous evaluation system involving professional stakeholders and RNCMs could be used to achieve a shared understanding of the intervention, especially as the PCCHCM progresses over time. Wu [ 48 ] concluded that healthcare service delivery models must address the specific characteristics of different countries. According to Threapleton et al. [ 49 ], changes in integrated care interventions are more likely to succeed when local settings are well incorporated.

Methodological considerations

In studies with qualitative designs, trustworthiness can be assessed by employing the concepts of credibility, confirmability, dependability, and transferability [ 50 ]. The study followed the guidelines outlined in the Consolidated Criteria for Reporting Qualitative Research [ 24 ]. The sampling strategy aimed to capture variation, resulting in a varied sample that included participants from both regional and municipal healthcare authorities with different ages, education levels, and lengths of experience working with PCCHCM. However, it is important to note that the participants were working within the PCCHCM in the same region, risking that their experiences might be colored by the organization’s structure and the culture of a specific region. The sample size of 11 RNCMs was small; however, the interviews revealed depth and richness in content contributing to the wide variation in the experiences of RNCMs necessary for the data analysis. One contributing factor to the sample size was the participants’ difficulty in participating due to their demanding work situation and staff shortage. This study included only one male RNCM, which could be considered a limitation. However, it is important to note that during the study period, almost all RNCMs working in the PCCHCM were female, which is common in the nursing profession. In Sweden, approximately 12% of all RNs are male.

The interviews were analyzed through ongoing collaboration and continuous discussions among the research team. This involved collaboration between the first and last authors within all steps of the analytical process, followed by the second and third authors reading all the data and having an ongoing discussion until consensus was reached, and four generic categories and the main category were formed. Two of the authors have clinical experience as RNs from inpatient care and home healthcare, and the third and fourth authors have experience working as research and development strategist/assistant with subject areas involving health and social care for older persons with multimorbidity. This preunderstanding can impact the interpretation of the data. However, efforts have been made to minimize such impacts by regularly moving back and forth between the interview data and the formed categories and maintaining a reflective and self-aware stance during the analytical process. Throughout the data analysis, critical reflections and regular discussions about the interpretations were conducted to ensure their trustworthiness. To ensure the confirmability of the results, quotations from all participants were provided to illustrate the findings and the participants’ personal experience. The results were presented in everyday language to remain close to the participants’ experiences. Efforts have been made to provide transparent descriptions of the study context, the participants’ characteristics, and the collection and analysis processes, giving the reader an opportunity to follow the different steps in the research process and facilitating reader assessment of transferable findings.

The findings of this study provide insights into the RNCMs’ work experiences with a PCCHCM. These findings illustrate that RNCMs tailored healthcare and social services to safeguard patient’s best in different care situations, in line with PCC and with an emphasis on providing continuity of care. A supportive healthcare environment, including continuous education and ethical reflection, is necessary to promote RNCMs’ engagement in standing by the patient in partnership. Furthermore, the findings emphasize the need for integrated care models to address specific characteristics of each care context and to be flexible in the sense of adapting different case managers’ roles depending on the specific needs of the local setting and the patient’s individual needs. More research is needed from patients’ and their relatives’ perspectives to broaden the understanding of the PCCHCM concerning its ability to provide involvement, security, and coordination of care.

Data availability

The data generated during the current study are not publicly available, as the nature of qualitative data are difficult to fully anonymize. Participants in this study were not asked to agree that their data were publicly available. The datasets at an aggregated level in Swedish are available from the corresponding author upon reasonable request.

Abbreviations

  • Person-centered care

a Person-Centered Collaborative Healthcare Model

Primary Healthcare Center

Registered Nurse

Registered Nurse who serve as Case Manager

World Health Organization. Ageing and health. 2022. https://www.who.int/news-room/fact-sheets/detail/ageing-and-health Accessed: 2 Jan 2024.

Organisation for Economic Co-operation and Development (OECD. Health at a Glance 2021: OECD Indicators. 2021. OECD Publishing, Paris. https://doi.org/10.1787/ae3016b9-en

Santoni G, Angleman S, Welmer A-K, Mangialasche F, Marengoni A, Fratiglioni L, et al. Age-related variation in Health Status after Age 60. PLoS ONE. 2015;10(3):e0120077.

Article   PubMed   PubMed Central   Google Scholar  

Skou ST, Mair FS, Fortin M, Guthrie B, Nunes BP, Miranda JJ, et al. Multimorbidity Nat Rev Dis Primers. 2022;8:48.

Article   PubMed   Google Scholar  

Xu X, Mishra GD, Jones M. Evidence on multimorbidity from definition to intervention: an overview of systematic reviews. Ageing Res Rev. 2017;37:53–68.

Wallace E, Salisbury C, Guthrie B, Lewis C, Fahey T, Smith SM. Managing patients with multimorbidity in primary care. BMJ. 2015;350:h176.

World Health Organization. Multimorbidity Technical Series on Safer Primary Care 2016. https://iris.who.int/bitstream/handle/10665/252275/9789241511650-eng.pdf Accessed 22 Feb 2024.

Wang L, Si L, Cocker F, Palmer AJ, Sanderson KA. Systematic review of cost-of-illness studies of Multimorbidity. Appl Health Econ Health Policy. 2018;16(1):15–29.

Suls J, Green PA, Boyd CM, Multimorbidity. Implications and directions for health psychology and behavioral medicine. Health Psychol. 2019;38(9):772–82.

Poitras M-E, Maltais M-E, Bestard-Denommé L, Stewart M, Fortin M. What are the effective elements in patient-centered and multimorbidity care? A scoping review. BMC Health Serv Res. 2018;18(1):446.

SĂžgaars MB, Andresen K, Kristiansen M. Systematic review of patient-engagement interventions: potentials for enhancing person-centred care for older patients with multimorbidity. BMJ Open. 2021;11(12):e048558.

Article   Google Scholar  

Ekman I, Swedberg K, Taft C, Lindseth A, Norberg A, Brink E, et al. Person-centered Care - Ready for Prime Time. Eur J Cardiovasc Nurs. 2011;10(4):248–51.

Ekman I. Practising the ethics of person-centred care balancing ethical conviction and moral obligations. Nurs Philos. 2022;23(3).

Andersson EK, Willman A, Sjöström-Strand A, Borglin G. Registered nurses’ descriptions of caring: a phenomenographic interview study. BMC Nurs. 2015;14(1):16.

World Health Organization. WHO global strategy on people centered and integrated health services. 2015. https://iris.who.int/bitstream/handle/10665/155002/WHO_HIS_SDS_2015.6_eng.pdf Accessed 15 Feb 2024.

European Patient Forum. The European Patients’ Forum Strategic Plan 2021–2026. 2021. https://www.eu-patient.eu/globalassets/epf-strategic-plan-2021-2026-final.pdf Accessed 15 Feb 2024.

The Swedish Nurse Association, Swedish Medical Association and Swedish Dietician Association. Personcentrerad vĂ„rd—en kĂ€rnkompetens för god och sĂ€ker vĂ„rd. (in Swedish). [Person-centred care—a core competence for good and safe care]. 2019. https://swenurse.se/download/18.9f73344170c003062310d6/1583937715986/personcentrerad%20v%C3%A5rd%202019.pdf Accessed 15 Feb 2024.

Davis K, Eckert M, Hutchinson A, Harmon J, Sharplin G, Shakib G, et al. Effectiveness of nurse–led services for people with chronic disease in achieving an outcome of continuity of care at the primary-secondary healthcare interface: a quantitative systematic review. Int J Nurs Stud. 2021;121:103986.

Article   CAS   PubMed   Google Scholar  

Brown JB, Reichert SM, Boeckxstaens P, Stewart M, Fortin M. Responding to vulnerable patients with multimorbidity: an interprofessional team approach. BMC Prim Care. 2022;23(1):62.

The Swedish Association of Local Authorities and Regions. Personcentrerad vÄrd i Sverige. (in Swedish). (Person-centered care in Sweden). 2018. https://skr.se/skr/tjanster/rapporterochskrifter/publikationer/personcentreradvardisverige.65359.html Accessed 15 Mars 2024.

Statens Offentliga Utredningar SOU. 2020:19. God och nÀra vard. En reform för ett hÄllbart hÀlso- och sjukvÄrdssystem. (in Swedish). [Good quality, local health care. A reform for a sustainable health care system]. 2020. https://www.regeringen.se/contentassets/320f37078d854712ab89e8185466817b/god-och-nara-vard-en-reform-for-ett-hallbart-halso--och-sjukvardssystem-sou_2020_19_webb.pdf Accessed 15 Mars 2024.

Polit DF, Beck CT. Nursing research: generating and assessing evidence for nursing practice. Eleventh. Philadelphia: Wolters Kluwer; 2021.

Google Scholar  

Elo S, KyngĂ€s H. The qualitative content analysis process. J Adv Nurs. 2008;62(1):107–15.

Tong A, Sainsbury P, Craig J. Consolidated criteria for reporting qualitative research (COREQ): a 32-item checklist for interviews and focus groups. Int J Qual Health Care. 2007;19(6):349–5.

Anell A, GlenngĂ„rd AH, Merkur S. Sweden health system review. Health Syst Transit. 2012;14(5):1–159.

PubMed   Google Scholar  

HÀlso- och sjukvÄrdslag. (2017:30). (in Swedish). [Health and Medical Services Act (2017:309)]. https://www.riksdagen.se/sv/dokument-och-lagar/dokument/svensk-forfattningssamling/halso-och-sjukvardslag-201730_sfs-2017-30/ Accessed 15 Mars 2024.

SocialtjÀnstlag. (1980:620). (in Swedish). [Social Services Act (1980:620)]. https://www.riksdagen.se/sv/dokument-lagar/dokument/svensk-forfattningssamling/socialtjanstlag-1980620_sfs-1980-620 Accessed15Mars2024.

SaarijĂ€rvi M, Bratt E-L. When face-to-face interviews are not possible: Tips and tricks for video, telephone, online chat, and email interviews in qualitative research. Eur J Cardiovasc Nurs. 2021;20(4):392–6.

Eldh AC, Årestedt L, Berterö C. Quotations in qualitative studies: reflections on constituents, Custom, and purpose. Int J Qual Methods. 2020;19:609406920969268.

Uittenbroek RJ, van der Mei SF, Slotman K, Reijneveld SA, Wynia K. Experiences of case managers in providing person-centered and integrated care based on the Chronic Care Model: a qualitative study on embrace. PLoS ONE. 2018;13(11):e0207109.

Hjelm M, Holst G, Willman A, Bohman D, Kristensson J. The work of case managers as experienced by older persons (75+) with multimorbidity – a focused ethnography. BMC Geriatr. 2015;15(1):168.

Ebrahimi Z, Patel H, Wijk H, Ekman I, Olaya-Contreras P. A systematic review on implementation of person-centered care interventions for older people in out-of-hospital settings. Geriat Nurs. 2021;42:213–24.

Deschodt M, Laurent G, Cornelissen L, Yip O, ZĂșñiga F, Denhaerynck K, et al. Core components and impact of nurse-led integrated care models for home-dwelling older people: a systematic review and meta-analysis. Int J Nurs Stud. 2020;105:103552.

McCormack B, McCance TV. Development of a framework for person-centred nursing. J Adv Nurs. 2006;56:472–9.

Whitehead L, Palamara P, Allen J, Boak J, Quinn R, George C. Nurses’ perceptions and beliefs related to the care of adults living with multimorbidity: a systematic qualitative review. J Clin Nurs. 2022;31(19–20):2716–36.

McParland C, Johnston B, Cooper M. A mixed-methods systematic review of nurse‐led interventions for people with multimorbidity. J Adv Nurs. 2022;78(12):3930–51.

Westlake D, Ekman I, Britten N, Lloyd H. Terms of engagement for working with patients in a person-centred partnership: a secondary analysis of qualitative data. Health Soc Care Community. 2022;30:330–40.

Karlsson M, Karlsson I. (2019). Follow-up visits to older patients after a hospital stay: Nurses’ perspectives. Br J Community Nurs. 2019:24(2):80–86.

Facchinetti G, D’Angelo D, Piredda M, Petitti T, Matarese M, Oliveti A, et al. Continuity of care interventions for preventing hospital readmission of older people with chronic diseases: a meta-analysis. Int J Nurs Stud. 2020;101:103396.

Scheffelaar A, Bos N, Hendriks M, van Dulmen S, Luijkx K. Determinants of the quality of care relationships in long-term care—A systematic review. BMC Health Serv Res. 2018;18(1):903.

Guthrie B, Saultz JW, Freeman GK, Haggerty JL. Continuity of care matters. BMJ. 2008;337:a867.

Gustafsson M, Kristensson J, Holst G, Willman A, Bohman D. Case managers for older persons with multi-morbidity and their everyday work – a focused ethnography. BMC Health Serv Res. 2013;13:496.

Leijten FRM, Struckmann V, van Ginneken E, Czypionka T, Kraus M, Reiss M, et al. The SELFIE framework for integrated care for multi-morbidity: development and description. Health Policy. 2018;122:12–22.

Joo JY, Huber DL. Barriers in case managers’ roles: a qualitative systematic review. West J Nurs Res. 2018;40(10):1522–42.

Torrey WC, Drake RE, Dixon L, Burns BJ, Flynn L, Rush AJ, et al. Implementing evidence-based practices for persons with severe Mental illnesses. Psychiatr Serv. 2001;52(1):45–50.

Kirst M, Im J, Burns T, Baker GR, Goldhar J, O’Campo P, et al. What works in implementation of integrated care programs for older adults with complex needs? A realist review. Int J Qual Health Care. 2017;29:612–24.

Martin M, Suri Y, Doebbeling B, Andrew R, Kathol R. Value-based Integrated Case Management at Payor Level: implementation and impact. Prof. Case Manag. 2022;28(1):11–9.

Wu J, Zhang H, Shao J, Chen D, Xue E, Huang S, et al. Healthcare for older adults with multimorbidity: a scoping review of reviews. Clin Interv Aging. 2023;18:1723–35.

Threapleton DE, Chung RY, Wong SYS, Wong E, Chau P, Woo J, et al. Integrated care for older populations and its implementation facilitators and barriers: a rapid scoping review. Int J Qual Health Care. 2017;29(3):327–34.

Lincoln YS, Guba EG. Naturalistic inquiry. Beverly Hills, Calif: Sage; 1985.

Book   Google Scholar  

World Medical Association Declaration of Helsinki. 2013. https://www.wma.net/policies-post/wma-declaration-of-helsinki-ethical-principles-for-medical-research-involving-human-subjects/ Accessed 15 Feb 2022.

Lag. (2003:460) om etikprövning av forskning som avser mÀnniskor. (in Swedish). [The Act concerning the Ethical Review of Research Involving Humans, 2003:460] https://www.riksdagen.se/sv/dokument-och-lagar/dokument/svensk-forfattningssamling/lag-2003460-om-etikprovning-av-forskning-som_sfs-2003-460/ Accessed 07 Jan 2023.

Download references

Acknowledgements

We would like to thank the registered nurses who served as case managers for taking the time to participate in this study and sharing their experiences. We would also like to thank Helene Bjerstedt in Region Blekinge for supporting this research project.

Open access funding provided by Lund University. This study was funded by the Region Blekinge and Department of Health and Caring Sciences, Linnaeus University, VÀxjö, Sweden. The funder had no role in the study design, data collection, data analysis, or writing of the manuscript.

Author information

Authors and affiliations.

Blekinge Centre of Competence, Region Blekinge, Karlskrona, Sweden

Markus Hjelm, Anna Andersson & Venera Ujkani

Department of Clinical Sciences in Malmö, Lund University, Lund, Sweden

Markus Hjelm

Department of Health and Caring Sciences, Linnaeus University, VÀxjö, Sweden

Ewa Kazimiera Andersson

You can also search for this author in PubMed   Google Scholar

Contributions

All the authors conceived the study design. AA and VU performed the data collection, MH and EKA took the lead in the data analysis, and AA and VU acted as co-analyzers. MH and EKA drafted the manuscript. All the authors have read and approved the final version of the manuscript.

Corresponding author

Correspondence to Markus Hjelm .

Ethics declarations

Ethics approval and consent to participate.

This study was conducted in compliance with the ethical guidelines of the Declaration of Helsinki [ 51 ]. All participants were provided with verbal and written information about the study, informed that participation was voluntary, and provided written informed consent before the interview started. Participants were assured of confidentiality and the right to withdraw at any time without any explanation. The study did not require ethical approval in accordance with the requirements of the Swedish Ethical Review Act 2003:460, 3–4§ [ 52 ], as it did not explore sensitive personal data, such as health, ethnic heritage, political views, or religion. The study received ethical advisory guidance from the Ethical Advisory Board in South-East Sweden (No. 846–2022).

Consent for publication

Not Applicable.

Competing interests

The authors declare no competing interests.

Additional information

Publisher’s note.

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Electronic supplementary material

Below is the link to the electronic supplementary material.

Supplementary Material 1

Rights and permissions.

Open Access This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made. The images or other third party material in this article are included in the article’s Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article’s Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/ .

Reprints and permissions

About this article

Cite this article.

Hjelm, M., Andersson, A., Ujkani, V. et al. Registered nurse case managers’ work experiences with a person-centered collaborative healthcare model: an interview study. BMC Health Serv Res 24 , 1108 (2024). https://doi.org/10.1186/s12913-024-11500-3

Download citation

Received : 13 May 2024

Accepted : 28 August 2024

Published : 23 September 2024

DOI : https://doi.org/10.1186/s12913-024-11500-3

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

  • Case management
  • Experiences
  • Integrated care
  • Multimorbidity
  • Registered nurse case manager
  • Qualitative research

BMC Health Services Research

ISSN: 1472-6963

case study of interview process

  • Guidelines to Write Experiences
  • Write Interview Experience
  • Write Work Experience
  • Write Admission Experience
  • Write Campus Experience
  • Write Engineering Experience
  • Write Coaching Experience
  • Write Professional Degree Experience
  • Write Govt. Exam Experiences

London Stock Exchange group (LSEG) Interview Experience

Recruitment process overview.

After the initial screening round of the London Stock Exchange Group (presumably based on the resume), the rest of the recruitment process was conducted on-campus, with all the rounds completed on the same day. Below is a detailed breakdown of the rounds:

The Pre-placement Talk (PPT) began around 9:15 AM, during which detailed information about the company was provided. It gave us insights into the company’s values, mission, work culture, and opportunities available for employees.

Round 1: MCQ Round

Duration : 30 minutes

Questions : 30 questions (mostly from Java, with a few from C and C++. Two aptitude questions—one involved decoding, and the other was a problem with trains and time calculations).

NOTE: This was the only elimination round . Out of 200 students, only 20 were selected to proceed further. After this, all selected students were qualified for the remaining rounds without further eliminations.

Round 2: Coding Round

Language : You could choose any programming language to code in.

Duration: 120 minutes

Questions :

1. Given an array of numbers, find the maximum sum of non-consecutive elements.

2. You have two strings, S and T, both containing numbers. You need to swap the elements of the strings such that the first element of S is swapped with the first element of T, the second with the second, and so on. The goal is to minimize the difference between the two strings. Count the number of swaps made.

3. You are given a string S, which contains a paragraph separated by characters such as ‘ , ‘ , ‘ . ‘ , ‘ ? ‘ , or ‘ ! ‘. Find the sentence that contains the maximum number of words.

Note : Even if you couldn’t solve the problems completely, writing out the logic was important as the same questions could be discussed in the technical interview.

— Lunch Break —

Round 3: Technical Interview

Duration : For me it was 40 minutes

  • Introduction : Started with the common question, “Tell me about yourself?”
  • Problem-Solving : The interviewer asked how I approached the coding problems from Round 2, ensuring that my explanations matched what I had written in the previous round.
  • SQL : Two basic MySQL questions. one was how do I retrieve the data and another was on Joins.
  • Puzzle : A farmer has three hutches—Red, Yellow, and Green. There are twice as many rabbits in the Green hutch as in the Yellow hutch. The farmer sells 5 rabbits from the Red hutch and then moves half of the remaining rabbits to the Yellow hutch. The puzzle asked to identify the color of the left side of the hutch (a trick question).
  • Company Knowledge : The interviewer also asked if I knew about their company.

Round 4: Case Study Discussion (Group Discussion)

Group Size : 6-7 members

Duration: 45 min (30 min to come up with the solution, 5 min to present and another 5 min for Questions)

Task : We were presented with a case study to develop a web app for student analysis. The discussion focused on the entire software development lifecycle—from requirements gathering to testing and maintenance. We also had to describe how the dashboard of the web app would look.

Feedback : We were informed that since this project was for LSEG (London Stock Exchange Group) and the hypothetical team had been in the company for 6 months, we needed to use the technology stack that LSEG already employed.

Question : We were asked how many team members would be required to build the project.

After waiting for two hours, the results were announced, and only one person was selected. Even though I wasn’t chosen, the entire process was a valuable learning experience. One key observation was that the HR team consistently engaged with all candidates, carefully observing our behavior throughout the day.

“Success is not just about reaching the destination, but about the lessons learned along the journey.”

Similar Reads

  • Interview Experiences
  • Experiences
  • London Stock Exchange Group (LSEG)

Please Login to comment...

  • How to Underline in Discord
  • How to Block Someone on Discord
  • How to Report Someone on Discord
  • How to add Bots to Discord Servers
  • GeeksforGeeks Practice - Leading Online Coding Platform

Improve your Coding Skills with Practice

 alt=

What kind of Experience do you want to share?

IMAGES

  1. Case Interview: Step-by-Step Guide for 2024

    case study of interview process

  2. Case Interview Frameworks: The Ultimate Guide (2022)

    case study of interview process

  3. Case Interview Prep Guide

    case study of interview process

  4. Case Interview Frameworks: The Ultimate Guide (2022)

    case study of interview process

  5. SOLUTION: Interview Case Study Example

    case study of interview process

  6. A Guide for Case Study Interview Presentations for Beginners

    case study of interview process

VIDEO

  1. Case Study Interview With My Senior

  2. Case study interview with my senior

  3. How to deal with case studies GS4 #upsc #ethics #casestudy #civilserviceexam #daf #pyq #mains

  4. Case Study Interview Session

  5. Case Study Interview

  6. CASE STUDY 2 LIVE: Meta Insider Strategy That SLASHED Grant Cardone's Ad Costs by Jaw-Dropping 70%+!

COMMENTS

  1. 47 case interview examples (from McKinsey, BCG, Bain, etc.)

    Case interview examples and sample questions from the leading consulting firms, including McKinsey, BCG, Bain, Deloitte, PWC, Accenture, etc. ... We step through a market entry case study and provide an example solution. Read more . Consulting Apr 06, 2023. PwC (Strategy&) Case Interview (questions, process, prep)

  2. The Ultimate Case Interview Cheat Sheet and Study Guide

    Tip #4 - Talk through your calculations out loud: This decreases the likelihood of making a mistake and helps the interviewer follow what you are doing. Tip #5 - Structure your answer to qualitative questions: Use a simple two-part framework such as internal/external, short-term/long-term, or economic/non-economic.

  3. How To Succeed in a Case Study Interview

    To be successful during a case study interview, be mindful of potential questions an interviewer may ask. Knowing these questions can serve you as a guide to help prioritize the most important elements asked in an interview. 4. Practice interviewing with different use cases and the delivery of your responses.

  4. 100+ Case Interview Examples for the Best Practice (2024)

    Walk the interviewer through your ideas and opinions. Deliver a recommendation out loud: Just as you would do in a real case interview, ask for a brief moment to collect your thoughts and review your notes. Once you have decided on a recommendation, present your recommendation to the interviewer. 3.

  5. Case Interview: all you need to know (and how to prepare)

    1. The key to landing your consulting job. Case interviews - where you are asked to solve a business case study under scrutiny - are the core of the selection process right across McKinsey, Bain and BCG (the "MBB" firms). This interview format is also used pretty much universally across other high-end consultancies; including LEK, Kearney ...

  6. Case Interview: The Free Preparation Guide (2024)

    By Enguerran Loos, Founder of CaseCoach. Updated on 20 February 2024. The case interview is a challenging interview format that simulates the job of a management consultant, testing candidates across a wide range of problem-solving dimensions. McKinsey, BCG and Bain - along with other top consulting firms - use the case interview because it ...

  7. Case Interview Prep Guide

    Case Interview Process. Now you know what the case interview is, but that still doesn't tell you There are small variations between firms, but generally the case interview portion of the hiring process is quite consistent across the industry. ... McKinsey Case Study Interview Examples.

  8. Case Interview Prep

    An important step in the interview process for client-facing roles, case interviews are designed to simulate real-world problems faced by client teams, so you'll be able to experience the type of work we do, show off your ability to problem-solve, and demonstrate any technical or specialized skills related to the role for which you're applying.

  9. How to Succeed in a Case Interview

    Candidate-Led: In these case interviews, you will be presented with a question by the interviewer and then expected to lead them through to an answer step-by-step. Interviewer-Led: These types of case interviewers involve "1-2 interviewers leading a candidate through a multi-step case problem," says William Wadsworth of Exam Study Expert.

  10. 280 Free Case Interview Examples

    Deloitte case interview examples: here (more than 15 case interview examples) Deloitte case interview example: Federal Agency. Deloitte case interview example: Recreation Unlimited. Deloitte case interview example: Federal benefits Provider. Deloitte case interview example: Federal Civil Cargo protection Bureau.

  11. How to Prep for a Case Study Interview

    Take Notes. In addition to what you usually bring to a job interview, make sure you bring a notepad and pen or pencil to a case study interview. Taking notes will help you better understand the questions and formulate your answers. It also gives you a place to calculate numbers and figures if you need to.

  12. Mastering Case Study Interviews: A Complete Hiring Guide

    A case study job interview is a specific type of interview where the interviewer gives the candidate a business problem or scenario to analyze and solve. This interviewing method is specially designed to help recruiters evaluate the ability of candidates to solve complex issues and use their knowledge to deliver actionable solutions.

  13. 35 Case Interviews Examples from MBB / Big Four Firms

    10 example cases with 100+ real-time feedbacks on tips and techniques, 50+ exercises on business intuition and 1300+ questions for math practice! Learning 35 case interview examples, 16 casebooks, and a feedback-rich case video help you to best preparing for the management consulting recruitment process.

  14. How to Succeed in a Case Study Interview

    Learn how case study interview questions are used and why employers find them beneficial. Discover the key elements that interviewers use to evaluate your answers. Plus, learn how to formulate key questions to dig deeper into the case, develop your own framework for every case study answer, and craft a conclusion with supporting rationale that ...

  15. 100 Case Study Interview Questions [Updated for 2020]

    Case Study Interview Questions About the Customer's Business. Knowing the customer's business is an excellent way of setting the tone for a case study. Use these questions to get some background information about the company and its business goals. This information can be used to introduce the business at the beginning of the case study ...

  16. The most common case study interview questions

    To identify the most common case interview questions posed by interviewers at McKinsey, BCG and Bain, we surveyed CaseCoach users who interviewed at one of the firms for a generalist role in 2023. We found that 90% of the 260+ case interviews reported by respondents fell into one of 10 question types: Rank. Question type. % of case questions. 1.

  17. Secrets to a successful case-study interview

    Tips for standing out in the case-study interview: Take your time; don't rush it. Talk through the problem. If you can't make sense of it, take a moment and allow yourself some time to process what you've been missing. If you get stuck, get creative. Don't let yourself get bogged down; rely on your ingenuity. Ask questions.

  18. Cracking Case Study Interviews: Examples and Expert Tips

    Here are some case study interview examples. You can utilise these samples to gain a better sense of how interviewers may pose case interview questions and what subjects they may address: 1. A hotel in Kuala Lumpur, Malaysia, is a customer of a corporation. Their core consumer base consists primarily of international visitors.

  19. 7 Ways To Prepare for a Case Study Interview

    A case study interview is a form of interview often used by consulting firms during the hiring process of new consultants. This type of interview involves providing the candidate with a real-life situation and asking them to solve the problem.

  20. How to Impress at a Case Study Interview: What to Expect and ...

    5. Complete a sample case analysis. Use example business scenarios to create a mock case study interview. Search for case study interview prompts and sample business cases in your industry, then look for trends, make estimations and summarise your findings. After completing a practice case study, review your work and identify areas for improvement.

  21. 10 Case Interview Question Examples (Plus Answers)

    Related: How to Prepare for an Interview Case interview question examples The following are 10 examples of case interview questions. You can use these examples to get a better understanding of how case interview questions will be presented and the topics that they may cover. 1. A client of a company is a hotel located in New York City, New York.

  22. Business Analyst Case Interview: Comprehensive Guide

    Business analyst case interviews are a critical component of the hiring process for aspiring business analysts. These interviews are designed to assess a candidate's ability to analyze complex business scenarios, think strategically, and communicate solutions effectively.

  23. Acing the UTS GSH interview: Alicia's how-to-guide

    Be confident in yourself and in your achievements, because let's face it - you've done a great job to get an interview, so let your accomplishments shine. 5. Be organised. Another simple but oh-so-important tip!! Make sure you're on time for the interview, dressed appropriately and present yourself well.

  24. Registered nurse case managers' work experiences with a person-centered

    An interview guide containing open and probing questions was employed when needed if the informants' answers to the overarching question did not cover the area of interest (see Appendix 1). A pilot interview was conducted to evaluate the validity of the overarching question and interview guide.

  25. London Stock Exchange group (LSEG) Interview Experience

    Recruitment Process Overview. After the initial screening round of the London Stock Exchange Group (presumably based on the resume), the rest of the recruitment process was conducted on-campus, with all the rounds completed on the same day. Below is a detailed breakdown of the rounds: The Pre-placement Talk (PPT) began around 9:15 AM, during which detailed information about the company was ...

  26. CAIIB ABFM Case Study #1

    CAIIB Virtual Library (Free for all) - https://forms.gle/L7knJEUhucTnnJaS9For more queries 📞: 09819819247Get ready for an in-depth CAIIB ABFM case study! Bo...