use of case study in business

• Business Essentials
• Leadership & Management
• Credential of Leadership, Impact, and Management in Business (CLIMB)
• Entrepreneurship & Innovation
• Digital Transformation
• Finance & Accounting
• Business in Society
• For Organizations
• Support Portal
• Media Coverage
• Founding Donors
• Leadership Team

• Harvard Business School →
• HBS Online →
• Business Insights →

Business Insights

Harvard Business School Online's Business Insights Blog provides the career insights you need to achieve your goals and gain confidence in your business skills.

• Career Development
• Communication
• Decision-Making
• Earning Your MBA
• Negotiation
• News & Events
• Productivity
• Staff Spotlight
• Student Profiles
• Work-Life Balance
• AI Essentials for Business
• Alternative Investments
• Business Analytics
• Business Strategy
• Business and Climate Change
• Creating Brand Value
• Design Thinking and Innovation
• Digital Marketing Strategy
• Disruptive Strategy
• Economics for Managers
• Entrepreneurial Marketing
• Entrepreneurship Essentials
• Financial Accounting
• Global Business
• Launching Tech Ventures
• Leadership Principles
• Leadership, Ethics, and Corporate Accountability
• Leading Change and Organizational Renewal
• Leading with Finance
• Management Essentials
• Negotiation Mastery
• Organizational Leadership
• Power and Influence for Positive Impact
• Strategic Financial Analysis
• Strategy Execution
• Sustainable Business Strategy
• Sustainable Investing
• Winning with Digital Platforms

5 Benefits of Learning Through the Case Study Method

• 28 Nov 2023

While several factors make HBS Online unique —including a global Community and real-world outcomes —active learning through the case study method rises to the top.

In a 2023 City Square Associates survey, 74 percent of HBS Online learners who also took a course from another provider said HBS Online’s case method and real-world examples were better by comparison.

Here’s a primer on the case method, five benefits you could gain, and how to experience it for yourself.

Access your free e-book today.

What Is the Harvard Business School Case Study Method?

The case study method , or case method , is a learning technique in which you’re presented with a real-world business challenge and asked how you’d solve it. After working through it yourself and with peers, you’re told how the scenario played out.

HBS pioneered the case method in 1922. Shortly before, in 1921, the first case was written.

“How do you go into an ambiguous situation and get to the bottom of it?” says HBS Professor Jan Rivkin, former senior associate dean and chair of HBS's master of business administration (MBA) program, in a video about the case method . “That skill—the skill of figuring out a course of inquiry to choose a course of action—that skill is as relevant today as it was in 1921.”

Originally developed for the in-person MBA classroom, HBS Online adapted the case method into an engaging, interactive online learning experience in 2014.

In HBS Online courses , you learn about each case from the business professional who experienced it. After reviewing their videos, you’re prompted to take their perspective and explain how you’d handle their situation.

You then get to read peers’ responses, “star” them, and comment to further the discussion. Afterward, you learn how the professional handled it and their key takeaways.

Learn more about HBS Online's approach to the case method in the video below, and subscribe to our YouTube channel for more.

HBS Online’s adaptation of the case method incorporates the famed HBS “cold call,” in which you’re called on at random to make a decision without time to prepare.

“Learning came to life!” said Sheneka Balogun , chief administration officer and chief of staff at LeMoyne-Owen College, of her experience taking the Credential of Readiness (CORe) program . “The videos from the professors, the interactive cold calls where you were randomly selected to participate, and the case studies that enhanced and often captured the essence of objectives and learning goals were all embedded in each module. This made learning fun, engaging, and student-friendly.”

If you’re considering taking a course that leverages the case study method, here are five benefits you could experience.

5 Benefits of Learning Through Case Studies

1. take new perspectives.

The case method prompts you to consider a scenario from another person’s perspective. To work through the situation and come up with a solution, you must consider their circumstances, limitations, risk tolerance, stakeholders, resources, and potential consequences to assess how to respond.

Taking on new perspectives not only can help you navigate your own challenges but also others’. Putting yourself in someone else’s situation to understand their motivations and needs can go a long way when collaborating with stakeholders.

2. Hone Your Decision-Making Skills

Another skill you can build is the ability to make decisions effectively . The case study method forces you to use limited information to decide how to handle a problem—just like in the real world.

Throughout your career, you’ll need to make difficult decisions with incomplete or imperfect information—and sometimes, you won’t feel qualified to do so. Learning through the case method allows you to practice this skill in a low-stakes environment. When facing a real challenge, you’ll be better prepared to think quickly, collaborate with others, and present and defend your solution.

3. Become More Open-Minded

As you collaborate with peers on responses, it becomes clear that not everyone solves problems the same way. Exposing yourself to various approaches and perspectives can help you become a more open-minded professional.

When you’re part of a diverse group of learners from around the world, your experiences, cultures, and backgrounds contribute to a range of opinions on each case.

On the HBS Online course platform, you’re prompted to view and comment on others’ responses, and discussion is encouraged. This practice of considering others’ perspectives can make you more receptive in your career.

“You’d be surprised at how much you can learn from your peers,” said Ratnaditya Jonnalagadda , a software engineer who took CORe.

In addition to interacting with peers in the course platform, Jonnalagadda was part of the HBS Online Community , where he networked with other professionals and continued discussions sparked by course content.

“You get to understand your peers better, and students share examples of businesses implementing a concept from a module you just learned,” Jonnalagadda said. “It’s a very good way to cement the concepts in one's mind.”

4. Enhance Your Curiosity

One byproduct of taking on different perspectives is that it enables you to picture yourself in various roles, industries, and business functions.

“Each case offers an opportunity for students to see what resonates with them, what excites them, what bores them, which role they could imagine inhabiting in their careers,” says former HBS Dean Nitin Nohria in the Harvard Business Review . “Cases stimulate curiosity about the range of opportunities in the world and the many ways that students can make a difference as leaders.”

Through the case method, you can “try on” roles you may not have considered and feel more prepared to change or advance your career .

5. Build Your Self-Confidence

Finally, learning through the case study method can build your confidence. Each time you assume a business leader’s perspective, aim to solve a new challenge, and express and defend your opinions and decisions to peers, you prepare to do the same in your career.

According to a 2022 City Square Associates survey , 84 percent of HBS Online learners report feeling more confident making business decisions after taking a course.

“Self-confidence is difficult to teach or coach, but the case study method seems to instill it in people,” Nohria says in the Harvard Business Review . “There may well be other ways of learning these meta-skills, such as the repeated experience gained through practice or guidance from a gifted coach. However, under the direction of a masterful teacher, the case method can engage students and help them develop powerful meta-skills like no other form of teaching.”

How to Experience the Case Study Method

If the case method seems like a good fit for your learning style, experience it for yourself by taking an HBS Online course. Offerings span eight subject areas, including:

• Business essentials
• Leadership and management
• Entrepreneurship and innovation
• Digital transformation
• Finance and accounting
• Business in society

No matter which course or credential program you choose, you’ll examine case studies from real business professionals, work through their challenges alongside peers, and gain valuable insights to apply to your career.

Are you interested in discovering how HBS Online can help advance your career? Explore our course catalog and download our free guide —complete with interactive workbook sections—to determine if online learning is right for you and which course to take.

About the Author

• All , Business Analysis

The Importance of Case Studies

Case studies are, arguably, one of the most essential components of any marketing or communications strategy. They may take time and effort, but the payoffs are well worth their effort and have been seen time and again, from organizations both big and small.

As Business Analysts, we’re often involved in creating or contributing to case studies, so it is important we understand what they are, the purpose they serve, and the benefits that they can bring. 

What Are Case Studies?

In essence, a case study is a report published by a company that highlights its approach to a challenge, the strategy used to solve the issue(s), and the effectiveness of the solution. It presents a holistic, in-depth review with valuable information about the costs involved, the expertise of the company employed, and the benefits achieved.

The Many Benefits of Case Studies

Case studies have a huge range of benefits, from insight to influence. They are used in nearly every industry, from finance to health care and they offer organizations the ability to convert observations into useable data.

But that barely scratches the surface of the many benefits of case studies. Let’s dig a little deeper and look at some of the long-lasting effects that case studies can have.

1. Boost Customer Confidence

Case studies are an excellent way to display your team’s skill and expertise in action. It’s one thing to propose a plan for improvement, or a solution to a challenge, but some customers may be skeptical of your team’s ability to follow through or produce the appealing results you’re promising. 

Case studies are exactly the type of proof they need to help push them past skepticism and into belief, and possibly, across the finish line to approval of your partnership. If it’s an internal project, case studies could be enough to convince decision-makers to pursue your solution to a challenge.

2. Improve Brand Awareness and Reputation

The reality of the world today is that every company in every industry has competition. Consumers are also becoming smarter about marketing tactics and messaging, so providing proof and backing up claims is essential for presenting your company as genuine in its promises. That’s where case studies come in. 

Case studies are social proof that the promises and claims that your company is making are true. They provide facts and statistics to show how your company improved productivity for your clients by ‘x’ amount, increased profits by ‘x’ amount, or implemented ‘x’ solution to combat a specific issue. 

Providing such proof of expertise bolsters your reputation and can increase brand awareness. Case studies can be published and distributed to current customers to remind them of why they partnered with you initially, and can help increase your company’s reputation and brand image as new potential customers discover you. 

3. Provide a Strategic Solution

No customer wants to partner with a company that acts erratically or thoughtlessly. Case studies provide insight into real challenges and an in-depth look at how your company goes about solving them. They give you a chance to display your strategic thinking and approach, your expertise and innovation, and your ability to follow through on your promised solution. 

4. Assist with Furthering Research

A case study helps show how different aspects of your business work together. They highlight a problem and how the executed solution provided value. They can also play a role in broader research. As you explore and analyze new ideas, other theories and methods can surface. This additional information can help you refine your strategies and further grow the value you provide. Case studies make great reference points that can show, not only how innovative, productive, and proficient your company and teams have become, but how trends have unfolded within your customers and services.

Final Thoughts

As you can see, case studies play a crucial role in the communication of how your team and you, as a Business Analyst, face challenging situations head-on and provide strategic, value-driven solutions for your customers. Once you have a better understanding of case studies and the deep benefits they provide to you and your brand, it’s easy to justify the time and effort that goes into creating them. As you create your next case study, use it as a reminder to take pride in the hard work you’ve done and the results you’ve achieved.

– Written by Jeremy Aschenbrenner, The BA Guide

Join the Conversation Cancel reply

You must be logged in to post a comment.

Featured Posts

Lessons Learned and Wisdom Gained: Reflections from Experienced Business Analysts

• All , Business Analysis Community

Top Business Analysis Tools and Software for Success

• All , Business Analysis , Tools and Techniques

How Business Analysis Creates Valuable Customer Experiences: Part 2

How Business Analysis Creates Valuable Customer Experiences: Part 1

Check out our self-paced courses on business analysis

Related articles.

From Analysis to Action: How Business Analysts Help Create Sustainable Solutions

• Business Analysis

The Art of Facilitation: Tips for Effective Meetings in Business Analysis

• Tools and Techniques

Unlocking Creativity in Business Analysis: Thinking Outside the Box

How to Prioritize Requirements in Change Initiatives

Check out our recommended courses.

Project Management Techniques and Tools for the Business Analyst

Software Testing Processes and Techniques

Become an Agile Business Analyst

Essential Modeling Skills and Techniques

Agile Fundamentals: Including Scrum and Kanban

Land Your First Business Analysis Position

Never miss an article.

Sign up now to receive our latest blog posts directly in your inbox. Each article is a trove of insights, tips, and practical knowledge, curated by experts to enhance your business analysis understanding and skills.

Seriously, it’s free learning, don’t miss out!

We’re committed to your privacy. TheBAGUIDE uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our privacy policy .

Let's Connect!

Copyright © 2023 – BA Guide LLC   Privacy Policy   |  Terms & Conditions

What is a case study in business?

What is a Case Study in Business?

A case study in business is a detailed examination of an individual company or organization’s performance, practices, and strategies. It is a comprehensive analysis of a specific situation or event, and it is often used in academic and business settings to gain insights, identify best practices, and learn from successes and failures. In this article, we will delve into the world of case studies, exploring what they are, how they are used, and their benefits and challenges.

What is a Case Study?

A case study typically involves an in-depth examination of a specific business or organization, including its history, structure, operations, and performance. The study is usually conducted by a researcher or consultant, who gathers and analyzes data, conducts interviews, and reviews documents to gain a comprehensive understanding of the organization. The goal of a case study is to identify the factors that contributed to the organization’s success or failure, and to use this knowledge to inform decision-making and improve performance.

Types of Case Studies

There are several types of case studies, including:

• Descriptive case study : A detailed description of the organization, its history, and its current status.
• Exploratory case study : An investigation of a specific issue or problem, with the goal of identifying causes and solutions.
• Explanatory case study : An analysis of the factors that contributed to a specific outcome or event.
• Predictive case study : An assessment of the likely outcome of a specific situation or strategy.

How are Case Studies Conducted?

Conducting a case study typically involves several steps:

• Identifying the case study : Selecting the organization or situation to be studied.
• Gathering data : Collecting and reviewing documents, conducting interviews, and gathering other relevant information.
• Analyzing the data : Examining the data, identifying patterns, and drawing conclusions.
• Presenting the findings : Reporting the results of the study, highlighting key findings and implications.

Benefits of Case Studies

Case studies offer several benefits, including:

• Insights into best practices : Case studies can reveal successful strategies and techniques used by organizations, which can be replicated by others.
• Identifying challenges and opportunities : Case studies can help identify challenges and opportunities faced by organizations, providing valuable lessons and recommendations.
• Improving decision-making : Case studies can inform decision-making by providing a comprehensive understanding of an organization’s experiences and outcomes.
• Enhancing competitive advantage : Organizations that conduct case studies can gain a competitive advantage by gaining insights into the strategies and practices of others.

Challenges of Case Studies

Conducting a case study can be a complex and time-consuming process, with several challenges, including:

• Data quality : Ensuring that the data is accurate, reliable, and complete.
• Objectivity : Maintaining objectivity and impartiality in the analysis and presentation of the findings.
• Security and confidentiality : Protecting confidential information and ensuring that sensitive data is kept secure.
• Time and resources : Case studies require significant time and resources, which can be a challenge for busy organizations.

Table: Case Study Methodologies

In conclusion, a case study is a valuable tool for business executives, researchers, and consultants seeking to gain insights into the strategies and practices of other organizations. By conducting a case study, individuals can identify best practices, learn from successes and failures, and gain a better understanding of the factors that contribute to an organization’s performance. While conducting a case study can be a complex and time-consuming process, the benefits of gaining insights and improving decision-making can be significant.

• How to download bally sports App on LG Smart TV?
• How to change dns server on macbook?
• How to get into forensic science?
• How to connect phone to tcl Roku tv?
• Does starlink have data limits?
• How to make dmt Reddit?
• How to turn on cached mode in Outlook?
• How to join group in Telegram by qr code?

Leave a Comment 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.

The Importance of a Case Study in Business

by Hristina Efinska

Why is a case study important for your business? First of all, gaining the trust of potential clients can be a struggle. Then, before you can even expect to earn their trust and become their partner, you need to show your ability to deliver on what you promise. One of the most effective ways to do so, is by creating a case study. 

In this article, we would like to walk you through the creation of a successful case study for your business. A case study that positions your company as an authority on the market, explains your problem-solving mindset and provides social proof.

What is a case study?

By definition, a case study is an in-depth research method that consists of a detailed investigation of a specific subject of study. The reason why we create case studies is to bring a complex topic closer to a broader audience. Case studies make it easier for us to connect the dots and have a better understanding of a specific subject matter. 

The case study has been used as a research method for a long time, especially in social sciences. It has been applied in various disciplines examining real-time life situations and providing a foundation for numerous ideas.   

Benefits of Preparing a Case Study

1. you get to tell a story of success.

When you think about it, storytelling plays a crucial part in selling your product or service. That’s why you need to present your case studies as success stories. First, you introduce your characters (the clients or customers), then you describe the problem they faced, how you helped them fight the specific conflict, and then you wrap everything up in a conclusion. Remember, you need to show everyone that your customers are the heroes here, not you. You are what helps them save the day, the wind in their back. This is what makes case studies engaging, readable and relatable.

2.Your client comes first

The biggest benefit of publishing case studies for your business is that they represent your customer’s and client’s voice, not your company’s. All of the content that comes from your marketing and sales teams, like webinars, blog posts, podcasts, social media posts, are often viewed as self-serving, so people tend to be slightly more skeptical of them. Contrary to that, the case studies come directly from the client, which means they act as a third-party endorsement.

Key elements of an engaging business case study

There are a number of ways you can write a case study in business. While there is no straightforward answer to how to do it, here are some key elements that you need to consider: 

• Info about the client 

An outline of the business case study

• The proposed solution 
• The results 

Info about the client

Introducing your client to the audience is one of the fundamental parts of a well-prepared business case study. By doing so, readers can get a grasp of the situation. They will meet the client and have a better understanding of how they are facing their problem. Here, the readers can even relate and feel as if the case study was written about them. If you achieve this, half of the work is done.

It’s important to have a clear outline that is easy to read and understand. You can apply various forms and techniques such as a blog post, a short video, or an infographic. It doesn’t really matter which form you choose for the case study because what makes the click is setting the right expectations for your audience. You can do this simply by listing what you will cover in what follows.

The client’s challenge

Well, you are off to tackling the main reason why you are writing the business case study in the first place. Meaning, you need to be careful and make it easy to understand. Presenting the challenge in a simple way is maybe the most challenging part. Keep it short and to the point. The more focused you make it, the more people will read it. Always have your audience in mind and do it in an easy-to-grasp manner.

The proposed solution

Business case studies are like stories. First, you introduce your client, then you describe the problems they had and at the end you give the solution you provided for the problem. When putting forward the ways you helped the client, do it so with the client as a key figure. Your client needs to provide inspiring stories so that your next prospect will hire you.

The results

Solidifying a strong working relationship with your existing customers is one of the key purposes of a case study in business. If a customer is happy and supported by you, they are likely to work with you again, By making your customers look good, you will attract prospects that crave the same outcome for their business.

How to get testimonials from your clients?

First thing’s first, you need to get your clients to provide inspiring testimonials for your good service. Resist the temptation to consider just any client for a case study testimonial. Case studies for business should address the issues that potential clients might have, so be selective.

1. Ask your most loyal clients

The best place to start is with your company’s most loyal clients. You know, the ones that have been with you since the beginning, and you know you have brought them success. Typically, these clients have had positive experiences with your service, and as a result, are willing to share their story of success.

Next up, check which of your clients have had recent wins. Speak to people who’ve done some hands-on work on the clients to identify a list of your best candidates so you can approach them first to participate in a case study.

2. Do your homework before you approach them

Before you reach out to your existing clients, think carefully about the timing of your request. Take time to do your research, so you understand the possible theme of the specific case study may be. For extra points, you can also research the specific person you’ll be reaching out to if you’re not already familiar with them. That’s how you’ll identify who can make an introduction, or at least help you personalize your request.

3. Explain why it is a win-win situation

Before you reach out to your clients, make it clear what’s involved if they agree to participate. Outline the whole process ( be specific and make it understandable), how much time it will take, and how you’ll be using the case study once it’s finalized. Make it clear that by participating in this, they’re assisting your company, but they have benefits as well. Being profiled in such a study can become a valuable tool for them to scale their profile and potentially position themselves as an authority in their industry.

At the end of the day, you work hard at what you do. But eventually, you have to show it to the world — and, most importantly, to your potential clients. Make sure you follow the aforementioned steps that will showcase your work is effectively communicated. For an easy start, head on to our case studies link , and learn how we brought success to our clients by hiring dedicated teams for their needs.

What is a Case Study: A Complete Guide of Case Study Basics

What is a case study? A case study is an in-depth analysis of a real-life situation or project in business. Case studies are not just theoretical exercises; they are practical tools that can empower marketers and entrepreneurs. They showcase successes, offer insights into practical strategies, and help attract and convert potential clients. 

What is a Case Study

• Definition: In-depth analysis of a real-life business situation or project, providing insights and showcasing successes.
• Purpose of a Case Study: Demonstrate effective strategies and attract potential clients by highlighting real-world applications and results.
• Components: Background, executive summary, challenges, solutions, conclusion, and call-to-action.

Let’s delve into the transformative potential of case studies in different business contexts. With the right case study templates, we can decode the perplexing concept of case studies and understand their importance, from their definition to their advantages. This understanding can inspire new strategies and approaches in your business. 

Table of Contents

Specific case studies for different industries, why are case studies important.

• Benefits and Limitations of Case Studies 

Case Study vs Use Case

Case study vs. white paper.

• Case Study vs Survey 

Case Study vs. Research Study

• Case Study vs Report 

What Does a Case Study Look Like

What is a case study method, is case study qualitative or quantitative, types of case studies.

Let’s explore how to define a case study and what it means for business success.

A case study is more than just a report; it’s a window into real-world business challenges and triumphs. As per the case study definition, it’s like a roadmap, guiding marketing associates, small business owners, and company leaders through identifying challenges and showing strategic solutions for success. 

Through information gathering, client interviews, and deep analysis, case studies shed light on the past hurdles and the strategies that conquered them. These are not just for showcasing achievements; these are invaluable tools for training new team members and impressing potential clients. But to make them truly impactful, they need structure and finesse.

Here’s a staggering fact that underscores the importance of case studies. About 29% of prospects rely on case studies to make informed purchasing decisions. This highlights the significant role case studies play in shaping business outcomes.

We understand your business goals and solutions are particular, and you need a case study design that suits your purpose. Let’s explore different case studies and how to align them with your business. 

What is a Case Study in Accounting

A brilliant case study in accounting illuminates the practical application of accounting principles in a real-world scenario. It should be informative and engaging, demonstrating the impact of sound accounting practices.

If you need to create an accounting case study, always focus on clean, clutter-free design formats that leave enough room to discuss real-life scenarios, like the following case study template. 

Get This Template and More

Curious about what to include in a case study for accounting firms?

As shown in the example of the case study in accounting, there are relatable accounting issues, such as improving profitability, optimizing cash flow, or navigating a new tax regulation. Stay ahead by showcasing the specific accounting methods or strategies to address the client’s challenge. You can demonstrate your expertise by highlighting implemented accounting principles to achieve a positive outcome in your case study.

What are Management Consulting Case Studies 

A consulting case study puts you in the shoes of a consultant tasked with analyzing the situation and recommending solutions. It’s a chance to showcase your problem-solving skills and strategic thinking under pressure.

Here’s a consulting case study example template. 

Use a structured approach to describe the issue, showcasing your adeptness in critical thinking and solution prioritization in the case study for consulting. Additionally, utilize case study templates of various consulting disciplines such as management, strategy, and leadership consulting. These templates display your proficiency in breaking down the problem systematically, addressing a tangible challenge encountered by a particular company or industry.

Here’s an example of an HR consulting case study that’s easily customizable. 

What is a Design Case Study

Think of a design case study as a visual narrative. It tells the story of a design project, from the initial challenge to the final, successful solution. Moreover, it showcases your design process, decision-making, and work’s impact on the client’s goals. 

Therefore, your design case study should align with the services you can offer for your client’s problem. DocHipo provides case studies on UI design, motion design, illustration design, brand identity and advertising design, and many other design-related templates. 

Check out the web design case study template that starts with a clear and relatable design problem.

After showcasing relevant user research data and insights to demonstrate a data-driven solution, you must add a strong call to action and brief information about your company to convert your leads into customers. 

What is a Case Study for IT Company

Case studies for IT companies are success stories that showcase expertise in solving B2B real-world problems through technology. They are a way to demonstrate your capabilities, build trust with potential clients, and position yourself as a trusted advisor. 

But what makes a great IT case study?

Use relevant data and metrics to depict the client’s initial situation. This could include IT costs, system downtime, or user productivity levels. You can create case studies for mobile app development, web development, and cyber security services to set your company apart in IT and management solutions. 

Let’s explore the example of a case study for project management tailored to the needs of project managers and marketing executives. 

This customizable template allows you to display the IT solutions you implemented and explain how you addressed the client’s needs.

What is a Case Study in Marketing

Curious about marketing case studies? These powerful tools reveal how your offerings drive success for clients. Whether external client victories or internal wins, a marketing case study paints a vivid picture of achievement. 

From company backstory to concrete results, it covers all bases: background, challenges, solutions, actions, and outcomes. Plus, it’s not just about words—incorporating visuals and client testimonials boosts credibility. 

Check out the marketing case study example templates that pave the path to success in your business endeavors.

This marketing case study template immediately grabs your attention with its clean and modern design, ensuring every detail is easy to follow and understand.

Writing a compelling marketing case study starts with the customer. The above advertising case study template tells the story of a real client facing a relatable challenge. As we said before, a marketing case study is your sweet spot for engaging your leads who want to overcome the same challenging situations. Let it lead the way for your inventive solutions, ensuring credibility and a top spot in the B2B market.

Turn heads and win hearts with DocHipo’s marketing case study templates . From digital marketing to mobile marketing, search engine optimization, email marketing, and beyond, these templates help you tell your success stories in a way that connects with real people. 

What are Case Studies in Sofware

Imagine a compelling story that brings your software to life. A software case study delves into a real-world scenario where your software tackled a specific challenge for a client. It demonstrates your software’s problem-solving capabilities and the positive outcomes it delivered.

DocHipo software case studies are useful for niche-based services, from HR to AI assistant software. 

Introduce the client’s struggles and showcase how your software provided the solution. Demonstrate the positive impact your software had on the client’s business goals. This could be increased efficiency, cost savings, or improved user engagement.

What are Case Studies in Business

A business case study is like a detailed story about a company. It shows how they solved a problem, succeeded, or faced challenges. Companies use these stories to share how well their ideas and strategies worked.

Here is a business case study example from Trello . 

What is the purpose of a case study? Case studies thoroughly evaluate specific situations. They reveal which strategies worked, which didn’t, and what could be improved. This insight is invaluable for future planning.

Furthermore, case studies help identify potential solutions to problems. Examining similar past situations allows you to discover effective strategies and avoid common pitfalls.

Finally, use case studies to target your audience and showcase your expertise. Publishing successful case studies demonstrates your ability to solve problems, boost your credibility, and attract more business. Essentially, case studies serve as the original form of social proof, highlighting your problem-solving skills and success stories.

Benefits and Limitations of Case Studies 

Before creating this SEO-centric lead magnet, you should consider the advantages and disadvantages of case studies. 

We’ve listed the difference between a use case and a case study.

Often, marketers get misled by the similarities between a case study and a white paper. Though both are time-consuming and heavily research-oriented, everything about the two types of content is distinguishable, from the content format to the goals. 

Case Study vs Survey 

Though case studies and surveys can both use quantitative and qualitative methods, often known as mixed methodology, some distinguishable factors draw a prominent line between the two types of marketing and research content. 

The research study aims to address a specific issue promptly. In contrast, case studies are conducted over a longer period. They focus on observing and analyzing an ongoing phenomenon. Here are the key differences that will help you better understand the format and purpose of a case study and research paper. 

Case Study vs Report 

Even though case studies and case reports have been used interchangeably, the format of a case study is distinctively different from that of a case report.

A basic, insightful case study has six aspects to focus on in its design; take a look at the case study template. 

• Background: Provide essential context about the client or situation.
• Executive Summary: Capture attention with a brief introduction to the subject, the company’s products, services, challenges, and the reason for partnering with you.
• Challenges: Analyze and explain the specifics of the challenges faced by the client.
• Proposed Solutions: Present and justify the recommended solutions clearly.
• Conclusion: Summarize key takeaways, highlighting the client’s success with data and quotes.
• Call-to-Action: Include contact channels and a strong CTA like “Call Us” or “Visit Us.”

The methods used in case study writing are varied and adaptable, tailored to the specific needs of each case. Here are some common case study methods:

1. Interviews

Interviews involve engaging with individuals directly related to the case to gather first-hand information and insights.

Key points:

• One-on-one or group settings
• In-depth and personal perspectives
• Allows follow-up questions for clarity

When is this method useful: 

Ideal for cases requiring detailed personal experiences, such as understanding customer satisfaction or employee feedback.

2. Observation

Observation entails directly watching the subject or situation to collect data on behaviors and interactions.

• Real-time data collection
• Provides contextual details
• Minimally intrusive if done discretely

Best for studies needing direct insights into processes, like workflow efficiency or consumer behavior.

3. Document Analysis

Document analysis examines existing documents and records relevant to the case.

Key Points:

• Uses existing written materials
• Provides historical context
• Can validate other data sources

Suitable for cases involving historical research or policy analysis.

4. Surveys and Questionnaires

Surveys and questionnaires are used to collect quantitative data from relevant stakeholders.

• Structured and standardized method
• Efficient for large sample sizes
• Quantifiable data for statistical analysis

Ideal for cases needing broad quantitative insights, like market research or employee satisfaction studies.

5. Participant Observation

Participant observation combines direct observation with active involvement in the activities related to the case.

• Insider’s perspective
• Rich, detailed data
• Balances observation with participation

Useful for ethnographic studies or understanding cultural practices within an organization.

6. Triangulation

Triangulation involves using multiple methods to cross-verify and validate findings.

• Enhances reliability
• Cross-verifies data
• Integrates diverse perspectives

Ideal for comprehensive studies requiring robust validation, like multi-faceted business issues.

7. Ethnography

Ethnography immerses the researcher in the subject’s environment over an extended period to understand cultural contexts.

• Long-term immersion
• Focus on social dynamics
• In-depth cultural insights

Best for understanding complex social interactions and cultural phenomena.

A case study can actually be both. Ideally, it should blend objective measurements with subjective insights to give a full picture of what’s happening and why. The right mix of qualitative and quantitative data depends on the specific field and situation, but both types are incredibly valuable.

Think of it this way: qualitative data adds depth and context, while quantitative data provides hard facts and figures. Together, they offer a more detailed and nuanced understanding, moving beyond simple averages and generalizations. 

There are six types of case study formats: Descriptive, Explanatory, Exploratory, Collective, Intrinsic, and Instrumental. 

Knowing “What is a case study” should be the first step in creating a case study. Sometimes, marketers get stuck on how to make a case study easily. Try DocHipo case study templates with customizable designs in accounting, consulting, design, technical or IT services, marketing, and software. Sign up for free and save time with suitable pre-designed industry-specific challenges and benefits that align with your business solutions. 

What are the limitations of a case study?

There are two main disadvantages: limited generalizability and applicability to broader contexts and the potential for researcher bias due to subjective data interpretation.

When should you do a case study?

A case study is ideal when you want to gain in-depth insights into a specific real-life situation or phenomenon. Also, you can use case studies to create a strong authority for your brand presence.

What is the difference between a case study and an essay?

A case study focuses on a specific real-life situation or problem and its solutions, while an essay is more general and can cover a wide range of topics. Also, the format and length of these two content are very different.

What is the difference between a case study and action research?

A case study is an in-depth analysis of a specific instance, while action research focuses on making specific changes to address a problem and involves reflection and inquiry.

How do you describe a case study?

A case study focuses on a real-life situation or problem. It provides a detailed analysis of the issue and discusses the solutions and their outcomes.

What are the most important parts of a case study?

A case study has six important parts: background, executive summary, challenges, solutions, conclusion, and CTA for conversion. 

Turn your ideas into beautiful design

No prior design skill required

Talk to Sales

Wherever you are on your Dochipo journey, you can always get in touch.

Talk to Support

What is a Business Case Study? 10 Tips for Creating Captivating Customer Stories

Case studies have been a staple of good small business marketing for decades. There is no doubt that they are effective – when they are done right.

So, what makes a good case study?

If we’re going to keep it real here, most case studies are, well, boring. I mean they are real snoozers.

Now, that doesn’t mean yours can’t be captivating and engaging page-turners, but you will likely have to work a little harder.

No sweat. That’s what this guide is all about. Here’s what you need to know to create a case study that will have your audience glued to the page.

Let’s do this.

What is a business case study?

A business case study is a summary of a real-life business scenario where steps are taken to solve a problem effectively. Case studies are not just for business school students. They can also be used to show how your business has made a real and significant impact on your customers. Also called customer stories, these scenarios can help show potential customers what your brand is able to do for them.

The biggest, most important thing you need to keep in mind when developing and creating a case study is that it is about your customer’s journey,  not  about your company. It needs to have impact, to be interesting, engaging, unforgettable. It needs to leave a lasting impression.

That sounds like a pretty tall order – and it is, but if you aren’t going to create marketing products that stand out and cause your brand to rise above your competitors, what’s the point? What are you even doing here if you aren’t interested in creating something special and lasting?

As special and lasting as your business – as your brand. It puts your product or service squarely in the hands of the person reading and walks them through how your company made a difference. It gives your brand life without ever tooting your own horn. It lets your satisfied customers do that work for you.

So basically, a case study is a story, your customer’s story about how they overcame certain problems or challenges thanks to your products or services. At its core though it is an in-depth analysis of problems and solutions. It examines the challenges and presents answers that tie back to your company.

To be honest, too many case studies miss the mark.

They are treated like advertisements or press releases which they definitely are not. While they can be used in a product launch, they are not intended to promotional in that manner. It brings us back to the focus. While advertisements and press releases focus on your company, case studies focus on your customer.

Just the fact that they focus on a real person with real problems should give you plenty to work with as you create engaging, enthralling content. After all, people make the most interesting stories!

What are the types of case studies for business?

Case study is not just a generalized term, a one size fits all marketing ploy. It is a highly specialized type of content that can breathe new life into your brand and become a vital part of your business strategy.

There are four main types of case studies:

• Critical Instance Case Study  – This type of study answers cause and effect questions. It examines a situation in a very detailed manner with a key characteristic of avoiding generalization and universal assertions.
• Cumulative Case Study  – This type of study aggregates information from several sources that occurred at different times.
• Exploratory Case Study  – Also known as a pilot case study, this is a condensed version that precedes a more in-depth analysis. It is primarily used to aid in determining types of measurement and identifying questions before launching the main research.
• Illustrative Case Study  – This type of study is mostly focused on being descriptive and is the type that is most commonly associated with case studies. It outlines the problem, usually one or two situations to illustrate the challenge, then move on to the solution.

Within each of these types, one or more areas of business may be explored, including:

• Growth Plan or Strategy
• Industry Landscape & Competitor Dynamics
• Market Entry or Expansion
• Merger, Acquisition, or Joint Venture
• New Product 
• Pricing Optimization
• Profitability Optimization
• Start-Up or Early Stage Venture

There are also types of case studies that are developed internally and used to analyze various areas of the organization, market, or industry. They are used to assess problems within a company and find viable solutions. These are not used for marketing purposes. Instead, they are used as a way for a business to maximize profitability, optimize growth, and determine the suitability of an industry for entry or exit.

Business case studies used for marketing purposes are shared with the public. Marketing teams create these types of client stories specifically to show prospective customers how a business may solve their problems just like they did for the company in the study. This type of case study provides real-world illustrations of how a company’s product or service can solve a customer’s specific problem.

Advertisements tell people about a product or service. A case study puts that product or service in the hands of the customer and  demonstrates  how it can be used and be beneficial. The advertisement tells. The case study shows. And most consumers are more likely to be impressed or connect with a piece of content that shows the product or service in action.

I don’t know what these guys are doing, but I’d like to imagine they’re having a good laugh over a fun case study.

How can case studies benefit your brand?

Consumers have become very savvy and today’s modern consumer wants to do their own research and make decisions without a salesperson or advertisement telling them what to think or what to buy. Around  96% of people in the U.S. shop online  and more than  63% do online research prior to making a purchase . This opens the door for your brand to put educational material in the hands of consumers, providing them with the information they need to make informed decisions regarding your business.

Case studies can be extremely beneficial for this purpose in a number of ways.

They turn your product or service into a story .

That’s what case studies are, after all, a story about how your product or service solved a customer’s problem. While that is a very simplified version of what case studies do, it is still very accurate. The characters in your story are the customers with the problem. The case study walks the reader through the conflict the customer experienced, what they tried, and how they ultimately used your product or service to solve it. A good case study is an engaging story that is very relatable – and that is what makes it so effective.

They provide indirect endorsements of your company .

Testimonials are considered direct endorsements while case studies are indirect. Both are a type of peer review which is of interest to consumers. Of course, any type of endorsement has some value, and case studies are no different. The more details you provide, the more qualified leads you will attract, and the more customers you will have.

They help identify your brand evangelists .

When you begin the process of finding customers to participate in the creation of your case study, you will naturally discover which are your biggest fans. From there you can identify those who are willing to be your brand evangelists. Having customers who are excited about your company and are eager to speak out about your brand is a true testament to the quality of not only your product or service but of your business and customer experience as well.

They put your product or service value into action .

A case study takes your reader on a very specific journey that is centered around using a specific service or product. It takes that value and puts it into action. This is what your prospective customers need to see because they can then envision how your product or service will work for them.

They attract more qualified leads .

Research surrounding case studies and related types of peer recommendations shows that they are very effective in not only attracting customers but attracting the right types of customers.  97% of B2B customers  rely on peer-recommended content, including case studies, citing them as the most reliable type of content. When it comes to consumers,  88% trust case studies  and other types of peer-recommended material as much as they trust recommendations from their family or friends.

They provide the word of mouth validation .

The best marketing strategy that a business can have is word of mouth. Customers in the United States are far more likely to purchase from a brand that someone they know has recommended. Word of mouth marketing is what marketers work hard for, what they seek, and what can propel a brand from obscurity into a household name.

They are outstanding sales tools .

There are so many ways that you can use case studies as sales resources. Incorporating them into your marketing campaigns will allow your prospects to see real-world scenarios showing how your products are being used to solve real problems. If a customer or prospective customer is having trouble in a certain area, one of your representatives or salespeople can refer to the case study that lines up the best with the prospect’s problem. The prospect can then see how others have handled the problem utilizing your products or services.

They can boost SEO .

Case studies that are published on your company website or blog can give your site a solid SEO boost. Case studies are rich in relevant keywords and key phrases, making them an outstanding SEO tool. The beauty of this type of content is that it is naturally optimized so it will lead prospects right to you.

They allow you to highlight certain benefits and features of your product or service .

Nearly every product or service has several specific benefits and features. Each of our customers may use your product in a different way, taking advantage of those features and benefits. Case studies that are focused on a particular feature can show how your customer benefitted from it and how they used it. This gives you more real-world illustrations for the application of your product or service.

They open the door for conversations with the media .

Case studies have the human component in their corner. When an editor or journalist gets their hands on your case study, they can see your company from the human point of view. It’s a human story, not a business one. From there they can tell the human stories with your business as the hero. They can weave a story around the case study or include the information in a related story. Either way, it’s a win for you.

They elicit trust and credibility using peer influence .

This is probably the most significant benefit you’ll reap from using case studies. They put the focus on the customer, not your business. Many other types of content are typically self-serving, but case studies are all about the customer. While promotional content may be well received, there is still a degree of skepticism surrounding it. But when an actual customer opens their mouth, they become a third party brand endorsement which encourages trust and loyalty.

Case studies are very unique marketing and sales tools that can be very beneficial to your brand. They don’t operate like other marketing components and fill a distinctive role in the sales and marketing areas of your organization. When done well, they are absolutely invaluable.

Here are some great examples of customer quotes from Help Scout Customer Stories.

The Anatomy of a Business Case Study

A business case study tells a story about your company. Now, like any story, there are all the usual elements. You have a beginning or introduction that draws the reader in and gives them an idea of where your story will go. There is the middle where the story itself is told, and the end or conclusion that sums up the whole story and tells readers what to do next (your call to action).

Also, as with any story, you have the protagonist which in this case is your customer, and they encounter a challenge or problem and eventually find a solution. Through the course of the story, the reader should be able to relate to your hero or heroine. They should be able to visualize themselves in that same position and see your products or services helping them achieve their objectives.

People love stories, especially with happy endings. And that’s what case studies provide, a good story. A successful case study goes something like this:

There once was a business owner who had a problem he (or she) needed to solve because it was impacting sales, production, or another area of business. This was costing them money and was hindering the growth of their company.

The business owner found a company that had the product or service that was exactly what they needed to solve the problem.

The business owner teamed up with the company and put the solution to work. It was very successful, increasing their profits and boosting their growth.

And they lived happily ever after.

The anatomy is simple. There are three parts to any story:

• Problem  – An introduction that describes the problem
• Solution  – A body that tells the story of how the customer utilized your product or service to solve their problem
• Results  – A conclusion that ties it all up to show a successful outcome while specifically highlighting areas like profitability, production, or growth

Within that framework, there are several vital elements:

• Just be human.  Toss out the business speak and buzzwords. Just talk like a human being. A language that takes on a business tone is off-putting to the consumer. It makes the content look like a piece of marketing material or an advertisement and that is the last thing that you want.
• The angle is also crucial.  Think about your intended audience. What are their hot buttons? Speak to that as it relates to your product or service.
• Narrow it down.  Identify one or two features of your products or services that would have the greatest impact on the problem or situation that is the basis of your study.
• Illustrate the success in detail.  You want to showcase how your customer achieved success as the result of using your organization’s service or product. Pinpoint it and describe it in detail.
• Show value.  Chances are, your product or services costs money so when a company chooses you to solve their problem, they must make that investment. Show the value in that investment that extends beyond the actual solution.
• Keep it focused.  Identify up to three things that you want a prospect to learn about your company through the case study. Before you publish the case, make sure that these three things are clear after reading the story.
• Use dollar amounts and statistics.  Numbers have a big impact. Anywhere you can include actual and verifiable dollar amounts, percentage of increase in profitability and other facts, you strengthen your case study and give it credibility.
• Show humanity.  People have lives that include family, friends, even commitment to their job. Was the dad finally able to take his family on vacation because your solution provided that much efficiency? Was the team experiencing a drop in morale because they were working so hard to overcome their problem? Showing the humanity in the situation to draw readers in.
• Add quotes if you can get them.  Quotes from the customer can bring even more of a personal element to your case study. It makes the story more tangible.
• Avoid direct praise for your company.  Even if it is a direct quote from a customer that is praising your company, it still feels too salesy for a case study. Save it for a testimonial.

There are other elements that may be incorporated into the case study as is appropriate. As you may realize by now, a case study is not something you just throw together. It takes research, careful planning, and attention to detail in order to be a well-executed study.

10 Questions to Ask Before You Begin

Before you begin writing your case study, ask these ten questions.

1. Did you get permission from the subjects of the case study to use their names and information? 

This is absolutely essential before you begin. While it may be tempting to move forward with your case study without first talking with the client, you should not. Talk to them first to ensure you have permission. This is also a good time to get a couple of quotes.

2. What steps do you need to do to prioritize the various areas of work?

Conduct an audit of your digital materials, research, and other components of your case study. Prioritize them and outline your layout.

3. Is it the right time to create and release this case study?

Look at what you are doing and where your company is going. Is this the right time to move forward with the study? Are your products or services ready? Would it be better served to release it at a different time?

4. Is your organization ready to release this information?

A well-placed case study can bring an influx of growth in production, sales, and expansion. Make sure that your organization is prepared to handle it.

5. Who are your stakeholders?

Analyze your stakeholders and advocates, subjects of your case study, as well as those who will be working on putting it together.

6. What are your objectives?

Define the objectives of your case study, identifying the scope, aim, and outline your content so that it supports your objectives.

7. What are the benefits of your product or service that you want to highlight?

Identify the product or service benefits that you want to bring out in the study. In other words, instead of simply citing your product or service, hone in on the specific feature or features that were key.

8. What additional information do you need to strengthen your case?  

Analyze your  research and supporting material  to determine if you need any more information that will make your case study stronger.

9. How will you distribute the case study?  

Decide how you will get your case study into your prospective customers’ hands. There are a number of potential ways to do it, as a free download, on your blog, or sent directly to your prospects are just a few of the distribution methods.

10. When will the information in your case study become obsolete?  

Sometimes it is evergreen information, meaning that it is never outdated. Most of the time though, the study becomes outdated when a product is upgraded or changed.

Good organization is key for any marketing project, but because of the unique nature of case studies, it is essential. You have to get everything right, the voice, the tone, the angle, it must all be carefully analyzed.

12 Tips for Creating Captivating Customer Stories

As you dive into creating your case study, whether it is your first one or you have dozens under your belt, here are a few tips that will help you make it even better.

1. Write with your ideal customer in mind.

Create a profile of your ideal customer, the customer you are trying to attract. When you create your case study, write it for them. Consider what their pain points are and how your solution could impact their business. Consider what they might be thinking or feeling as they read your case study.

When choosing a customer to write about, choose someone your ideal customer can relate to. When people can relate to a person, they trust them a lot easier.

When writing for your ideal customer, it helps to have a customer persona nearby, like this example from HubSpot.

2. Identify your sample customer and create a profile.

The sample customer is the individual or business who appears in your case study. Once you have identified who you will use as the subject of your case study, create a profile about them including some basic details that you will be able to use in the customer story:

• Who are they?
• What do they do?
• What are their needs?
• What was their problem when they first encountered your company?
• How did you help them reach their goals by satisfying their needs?
• What was the result of the solution you created?

3. Make sure your study has a beginning, a middle, and an end.

This is a story, remember? Every great story has a beginning, middle, and end. You will need to make sure that your case study starts with an introduction to the subject business or individual and their problem. Then, show the steps they took to solve this problem and where your product or service fits into the solution. Then, make sure you conclude with details about the result of implementing this solution.

4. Keep it simple and easy to read.

Avoid flowery writing and business language. Real people don’t want to read romantic, flowery copy any more than they want to read dry, formal copy. Write for humans, but keep it real and keep it simple. Format the content so that it is easier to read, using short paragraphs and white space and images to break up the text. Also, utilize bulleted lists when applicable, and use italicized and bold text to create emphasis.

5. Use real numbers and statistics.

Numbers speak and people are attracted to them. Statistics and dollar amounts lend credibility to the copy and provide another level to the copy that gives it rich, engaging depth.

6. Be specific when describing the solutions.

Don’t gloss over any areas of the case study. Be as detailed and specific as possible, diving into the details, drawing a picture with the words you use. Your prospective customer (your reader) should be able to experience everything in your study because of the way you describe it.

7. Offer case studies in different formats.

While some people prefer to read content, others may prefer video or audio. Make sure that you creating your case studies in a way that appeals to the largest audience by using different formats. Create written documents, but don’t forget to also include video, audio, and images in your case study presentation.

8. Don’t skimp on the writing.

Case studies are highly specialized content and you can’t afford to skimp when it comes to writing it. Not just anyone has the skill or talent to write a great case study, so either, do it with great care or hire an experienced writer to do it for you. Investing in a content professional to create your case studies will more than pay off in the end when you see the leads start to roll in.

9. Make it easy for prospective customers to find your case studies.

Since case studies are a powerful way to show your products or services in action, it’s important that you make them easily accessible to your prospects. Many companies will have a separate page on their site just for case studies. Other companies might include case studies in the resources section of their site. You can also post them on your blog so that they are available to everyone. Wherever you decide to put your case studies, make sure that customers can access them without jumping through any hoops.

At WriterAccess, we make our customer stories available on our resources page.

10. Repurpose your case studies.

Case studies don’t have to live in just one place. While you may have a formal web page dedicated to case studies, you should still make this information available in as many places as possible. Here are some ways you can repurpose your case studies:

• Write a blog post that tells the customer story in a different way.  If your case study is short and to the point, you might use the blog to tell a more detailed story. Or vice versa.
• Take quotes from the case study to use as social media teasers.  If you got quotes from your customer for the case study, you can post these quotes across your social media channels with links to the longer case study document.
• Create an infographic.  Use the data and information from your case study to create an infographic that you can share across your channels.
• Turn it into an email.  You can tease the case study in an email or tell the story over a series of email, targeting the email to your list segment that is most like the customer in the case study.

Using case studies is a wise business decision. They are  great marketing tools  but they do require a little more work and careful planning because while they perform like a marketing tool, they don’t look or act like one. Case studies provide an exceptional opportunity to tell stories about your products or services and tap into the human element of your organization and how you do business.

Attract more qualified leads and watch your brand grow. How will you tell your company’s story?

Get the most out of your content marketing budget. Our free download,  Content Marketing Roadmap  shows you everything you need to know.

Recent Posts

5 Steps for Writing a Case Study for Business (+Templates)

Get professional tips for writing a case study that drives business impact. Learn the best format and research method to use alongside examples & templates.

5 minute read

helped business professionals at:

SHORT ANSWER

What are the 5 steps to write a case study.

• Open with an introductory overview
• Explain the problem in question
• Detail the solutions that solved the problem
• Refer to key results
• Finish with recommendations and next steps

Keep reading for a full breakdown ⤵

What is a case study?

In business, a case study , or customer success story, is a marketing tool that showcases how your product or service helped clients overcome business challenges. It uses statistics, quotes, and specific examples to convincingly highlight your ability to produce results.

What is the purpose of a case study?

The purpose of a case study, usually, is to provide your prospective clients with specific examples of how your products or services can help solve business problems they might be facing.

Case studies legitimize your business activities allowing you to go beyond explaining what you do and focus on how well you do it.

And, in case you were wondering just HOW important case studies are, here’s an item of data to ponder: according to a DemandGen report , 78% of B2B buyers want to review case studies before making a purchase decision.

Another study by Uplift found that at the end of 2023, for the third year in a row, marketers ranked case studies the #1 most effective marketing tactic to increase sales—ahead of general website content, SEO, blog posts, social media, paid ads and other tactics.

How to write a case study?

In business, everyone claims to be the next big thing, but a case study is how you prove it. It shows the real value of your product or service and backs up your claims with real results.

A well-written case study builds trust by showing you can deliver on what you promise and proving the impact your actions have on the bottom line. Here's how to write a case study that engages readers and makes them excited to work with you.

NOTE: If you don't want a slide-by-slide breakdown and just want to see real decks, check out the best case study presentation examples .

Effective case study outline

Introductory overview

The problem or challenge

The solution

Key results

Recommendations and next steps

1. Open with an introductory overview

People don’t usually read case studies. At least not immediately. First, they skim the contents to see if the subject is relevant enough.

How to make sure your case study sticks? At the beginning, place an introductory overview (also called an “executive summary”).

Provide an overview of the whole case. It’s not supposed to be a catchy intro but a full synopsis, detailing the problem at hand, your assumptions, the solutions implemented, and the results achieved.

How to write a case study introduction?

Introduce the company: Start by giving a brief overview of the company that’s the focus of the case study. Share who they are, what they do, and any relevant background.

Introduce the purpose of the case study —specify exactly what you were aiming to achieve.

Define the problem or the most significant challenge. For instance, low conversion rates, a technological issue or high costs. (It could also be a combination of such factors!)

Explain briefly what the solution to the problem was.

Share the most important results your actions produced. Don’t go into too much detail, a few key points will do. It’s best if you can quantify the results: numbers pop!

Keep it short. Usually, 2–4 paragraphs + a few bullet points with key results will do. Consider using an AI rewriter to help you break down complex sentences into clear and concise sentences that effectively convey your message.

While, as its name implies, this section comes at the beginning of your case study, write it last. First, craft the rest of your document, then pick the most important bits and compile them into the introductory overview.

2. Explain the problem in question

In the problem section of your case study, you want to put your reader in the shoes of your client, so that, later on, you can present your company as the miraculous savior.

Paint a clear picture of the challenge your product or service solves, and focus on how difficult the situation was for the client before your solution came along.

The goal is to create a sense of urgency and connection—making it easy for readers to relate and feel the weight of the problem. This emotional engagement is key to highlighting just how valuable your solution is.

How to write a “problem” section in a case study?

In a single sentence, describe your customer’s business challenges and objectives.

Explain the problem your customer faced that prevented them from achieving those objectives prior to working with you.

If that was the case, mention other solutions your client experimented with that didn’t work out and explain why.

Make it clear how the issue or problem impacted the client’s business results so that it’s easy to understand why a solution was badly needed.

3. Detail the solutions implemented to solve the problem

Here comes the moment to toot your own horn a bit (and also that moment when you can get slightly technical).

Present your solutions in reference to the issue your client was dealing with and make it obvious that those are easily replicable for all future cases. Of course, the exact formula for this section will depend on your industry and mode of operation.

Sometimes a 2–3 paragraph summary will be enough. In other cases, you’ll need to include more detailed technical specs regarding the solution you implemented.

How to write a "solution" section in a case study?

Focus on your customer’s experience in using your product or services.

Explain the process : say how long it took to get the solution up and running and what teams on your customer’s end were involved.

Highlight the features of your product or service that turned out to be the most beneficial to your customer.

If possible, attach or link to relevant assets that will work as real-life examples of your solution (unless, of course, the information is highly sensitive).

Always run your case study by your client’s marketing team before you go live. Even if you’re using direct quotes or verifiable results, it’s ultimately their decision whether or not to make certain information freely available.

4. Refer to key results

In business, nothing speaks louder than ROI and you know it.

Prospective customers reading your case study won’t be bothered to take notice of your state-of-the-art technology or innovative approach. Neither will they care about your past customers’ happiness. What they want to know is this: Will that help me save or make money? When writing a case study, your job is to present results in a way that answers the above question with a resounding YES.

Here’s how to write about results:

In a few bullet points, list numerical results your solution delivered to the client.

Ideally, you’ll want to include revenue-related data: increase in clients’ base, more demos booked, higher conversion rates, or optimized pricing.

If you can’t (or aren’t allowed to) share hard sales numbers, refer to softer KPIs: time saved, customer happiness scores, expanding the community, or enhancing brand visibility.

Make it blatantly obvious that such results are easily replicable.

If possible, by all means include quotes from your client. Results should speak for themselves, obviously, but showing the real human whose problems you solved makes for a much more powerful narrative. Plus, it further adds credibility to the case study. Start by preparing a list of powerful case study questions to guide your client interviews.

5. Finish with recommendations and next steps

Everyone enjoys a solid epilogue. To end on a high note, include a list of key findings from your case study.

Even if a given reader won’t decide to get in touch with you, at least you’ll provide them with a valuable source of knowledge—sometimes that’s enough to keep your company top of mind in the future. Now, not every case study requires a call to action (especially if your main purpose is to inform and educate rather than convert, which is okay, too), but for those more commercially-oriented ones, do add it. Make your CTA singular and clear —if the most desired action is to reach out to you, leave your contact details, if you’d rather direct prospects to a landing page or a welcome screen, add a button.

For your reference, here’s an example of our very own case study, showing how, at Storydoc, we helped the Spot company boost some of their key metrics: Learn How Spot by NetApp boosted their conversion rates 2x .

Interactive case study templates

No matter how great the contents of your case study might be, if you fail to present it in an eye-pleasing way, most likely, no one will really read it.

Interactive case study templates help bring your story to life with features like data visualization, clickable elements, and the option to add links or multimedia.

This makes it easier for your audience to follow along and understand your message and helps you stand out from the competition.

Just grab one.

Tips on preparing a case study

Before writing a case study, it’s important to take the time to prepare properly. It’s more than just sharing a success story—you want to gather the right details and present them in a way that really connects with your audience.

By doing this groundwork, you can ensure your case study demonstrates your value but also builds a sense of credibility and trust that sticks with potential clients.

Case study preparation tips:

Determine a customer use case

Go over existing clients

Reach out to the happy clients

Set success criteria

Set measurements

Set time period for observation

Conduct post interview to assess results

Get data from client

Get client approval

For more information, check out our guide on how to create a case study .

Hi, I'm John, Editor-in-chief at Storydoc. As a content marketer and digital writer specializing in B2B SaaS, my main goal is to provide you with up-to-date tips for effective business storytelling and equip you with all the right tools to enable your sales efforts.

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Make your best case study to date.

Try Storydoc for free for 14 days (keep anything you make for ever!)