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

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.
That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.
A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.
In this article, you’ll learn:

What is a case study?
How to write a case study, case study templates, case study examples, case study tools.
A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.
The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:
- Celebrate the customer and make them — not a product or service — the star of the story.
- Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
- Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
- Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
- Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.
Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.
Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.
Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.
Here are the basic steps to writing a good case study.
1. Identify your goal
Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.
The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.
2. Choose your client or subject
Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.
The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.
Some of the most compelling case studies feature customers who:
- Switch from one product or service to another while naming competitors that missed the mark.
- Experience measurable results that are relatable to others in a specific industry.
- Represent well-known brands and recognizable names that are likely to compel action.
- Advocate for a product or service as a champion and are well-versed in its advantages.
Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.
3. Conduct research and compile data
Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.
This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.
Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.
4. Choose the right format
There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:
- An engaging headline
- A subject and customer introduction
- The unique challenge or challenges the customer faced
- The solution the customer used to solve the problem
- The results achieved
- Data and statistics to back up claims of success
- A strong call to action (CTA) to engage with the vendor
It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.
5. Write your case study
We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.
- Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
- Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
- Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
- Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
- Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
- Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.
6. Promote your story
Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.
Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.
Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.
Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others.
Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.
Template 1 — Challenge-solution-result format
- Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
- Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
- Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
- Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
- Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
- Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.
Template 2 — Data-driven format
- Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
- Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
- Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
- Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.
While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.
Juniper Networks
One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.
Tata Consulting
When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.
Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.
When you’re ready to get started with a case study:
- Think about a few goals you’d like to accomplish with your content.
- Make a list of successful clients that would be strong candidates for a case study.
- Reach out to the client to get their approval and conduct an interview.
- Gather the data to present an engaging and effective customer story.
Adobe can help
There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.
To learn more, watch the Adobe Experience Platform story .
Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.
Watch the Real-Time CDP overview video to learn more.
Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.
Request a demo to learn more about Adobe Analytics.
https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you
https://business.adobe.com/blog/basics/business-case
https://business.adobe.com/blog/basics/what-is-real-time-analytics
- Hubspot Blog
- HubSpot.com
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28 Case Study Examples Every Marketer Should See

Published: December 27, 2022
Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

In this post, we’ll go over the definition of a case study and the best examples to inspire you.

What is a case study?
A case study is a detailed story of something your company did. It includes a beginning — often discussing a conflict, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.
A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer. This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial. A great case study is also filled with research and stats to back up points made about a project's results.
There are myriad ways to use case studies in your marketing strategy . From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer. Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.
Fill out the form below to access the free case study templates.
Case Study Kit + Templates
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There’s no better way to generate more leads than by writing case studies . But without case study examples to draw inspiration from, it can be difficult to write impactful studies that convince visitors to submit a form.
Marketing Case Study Examples
To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.
These studies can show you how to frame your company offers in a way that is both meaningful and useful to your audience. So, take a look, and let these examples inspire your next brilliant case study design.
These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data. In other words, you don’t get just nice statements, like "This company helped us a lot." You see actual change within the firm through numbers and figures.
You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

1. " How Handled Scaled from Zero to 121 Locations with the Help of HubSpot ," by HubSpot

What's interesting about this case study is the way it leads with the customer. That reflects a major HubSpot cornerstone, which is to always solve for the customer first. The copy leads with a brief description of why the CEO of Handled founded the company and why he thought Handled could benefit from adopting a CRM. The case study also opens up with one key data point about Handled’s success using HubSpot, namely that it grew to 121 locations.
Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the other text on the page. So while your case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.
Key Learnings from the HubSpot Case Study Example
- Give the case study a personal touch by focusing on the CEO rather than the company itself.
- Use multimedia to engage website visitors as they read the case study.
2. " The Whole Package ," by IDEO

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, they’re greeted with a big, bold photo and the title of the case study — which just so happens to summarize how IDEO helped its client. It summarizes the case study in three snippets: The challenge, the impact, and the outcome.
Immediately, IDEO communicates its impact — the company partnered with H&M to remove plastic from its packaging — but it doesn't stop there. As the user scrolls down, the challenge, impact, and progress are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and intriguing visuals.
Key Learnings from the IDEO Case Study Example
- Split up the takeaways of your case studies into bite-sized sections.
- Always use visuals and images to enrich the case study experience, especially if it’s a comprehensive case study.
3. " Rozum Robotics intensifies its PR game with Awario ," by Awario

In this case study, Awario greets the user with a summary straight away — so if you’re feeling up to reading the entire case study, you can scan the snapshot and understand how the company serves its customers. The case study then includes jump links to several sections, such as "Company Profile," "Rozum Robotics' Pains," "Challenge," "Solution," and "Results and Improvements."
The sparse copy and prominent headings show that you don’t need a lot of elaborate information to show the value of your products and services. Like the other case study examples on this list, it includes visuals and quotes to demonstrate the effectiveness of the company’s efforts. The case study ends with a bulleted list that shows the results.
Key Learnings from the Awario Robotics Case Study Example
- Create a table of contents to make your case study easier to navigate.
- Include a bulleted list of the results you achieved for your client.
4. " Chevrolet DTU ," by Carol H. Williams

If you’ve worked with a company that’s well-known, use only the name in the title — like Carol H. Williams, one of the nation’s top advertising agencies, does here. The "DTU," stands for "Discover the Unexpected." It generates interest because you want to find out what the initials mean.
They keep your interest in this case study by using a mixture of headings, images, and videos to describe the challenges, objectives, and solutions of the project. The case study closes with a summary of the key achievements that Chevrolet’s DTU Journalism Fellows reached during the project.
Key Learnings from the Carol H. Williams Case Study Example
- If you’ve worked with a big brand before, consider only using the name in the title — just enough to pique interest.
- Use a mixture of headings and subheadings to guide users through the case study.
5. " How Fractl Earned Links from 931 Unique Domains for Porch.com in a Single Year ," by Fractl

Fractl uses both text and graphic design in their Porch.com case study to immerse the viewer in a more interesting user experience. For instance, as you scroll, you'll see the results are illustrated in an infographic-design form as well as the text itself.
Further down the page, they use icons like a heart and a circle to illustrate their pitch angles, and graphs to showcase their results. Rather than writing which publications have mentioned Porch.com during Fractl’s campaign, they incorporated the media outlets’ icons for further visual diversity.
Key Learnings from the Fractl Case Study Example
- Let pictures speak for you by incorporating graphs, logos, and icons all throughout the case study.
- Start the case study by right away stating the key results, like Fractl does, instead of putting the results all the way at the bottom.
6. " The Met ," by Fantasy

What's the best way to showcase the responsiveness and user interface of a website? Probably by diving right into it with a series of simple showcases— which is exactly what Fantasy does on their case study page for the Metropolitan Museum of Art. They keep the page simple and clean, inviting you to review their redesign of the Met’s website feature-by-feature.
Each section is simple, showing a single piece of the new website's interface so that users aren’t overwhelmed with information and can focus on what matters most.
If you're more interested in text, you can read the objective for each feature. Fantasy understands that, as a potential customer, this is all you need to know. Scrolling further, you're greeted with a simple "Contact Us" CTA.
Key Learnings from the Fantasy Case Study Example
- You don’t have to write a ton of text to create a great case study. Focus on the solution you delivered itself.
- Include a CTA at the bottom inviting visitors to contact you.
7. " Rovio: How Rovio Grew Into a Gaming Superpower ," by App Annie

If your client had a lot of positive things to say about you, take a note from App Annie’s Rovio case study and open up with a quote from your client. The case study also closes with a quote, so that the case study doesn’t seem like a promotion written by your marketing team but a story that’s taken straight from your client’s mouth. It includes a photo of a Rovio employee, too.
Another thing this example does well? It immediately includes a link to the product that Rovio used (namely, App Annie Intelligence) at the top of the case study. The case study closes with a call-to-action button prompting users to book a demo.
Key Learnings from the App Annie Case Study Example
- Feature quotes from your client at the beginning and end of the case study.
- Include a mention of the product right at the beginning and prompt users to learn more about the product.
8. " Embracing first-party data: 3 success stories from HubSpot ," by Think with Google

Google takes a different approach to text-focused case studies by choosing three different companies to highlight.
The case study is clean and easily scannable. It has sections for each company, with quotes and headers that clarify the way these three distinct stories connect. The simple format also uses colors and text that align with the Google brand.
Another differentiator is the focus on data. This case study is less than a thousand words, but it's packed with useful data points. Data-driven insights quickly and clearly show how the value of leveraging first-party data while prioritizing consumer privacy.

Key Learnings from the Think with Google Case Study Example
- A case study doesn’t need to be long or complex to be powerful.
- Clear data points are a quick and effective way to prove value.
9. " In-Depth Performance Marketing Case Study ," by Switch

Switch is an international marketing agency based in Malta that knocks it out of the park with this case study. Its biggest challenge is effectively communicating what it did for its client without ever revealing the client’s name. It also effectively keeps non-marketers in the loop by including a glossary of terms on page 4.
The PDF case study reads like a compelling research article, including titles like "In-Depth Performance Marketing Case Study," "Scenario," and "Approach," so that readers get a high-level overview of what the client needed and why they approached Switch. It also includes a different page for each strategy. For instance, if you’d only be interested in hiring Switch for optimizing your Facebook ads, you can skip to page 10 to see how they did it.
The PDF is fourteen pages long but features big fonts and plenty of white space, so viewers can easily skim it in only a few minutes.
Key Learnings from the Switch Case Study Example
- If you want to go into specialized information, include a glossary of terms so that non-specialists can easily understand.
- Close with a CTA page in your case study PDF and include contact information for prospective clients.
10. " Gila River ," by OH Partners

Let pictures speak for you, like OH Partners did in this case study. While you’ll quickly come across a heading and some text when you land on this case study page, you’ll get the bulk of the case study through examples of actual work OH Partners did for its client. You will see OH Partners’ work in a billboard, magazine, and video. This communicates to website visitors that if they work with OH Partners, their business will be visible everywhere.
And like the other case studies here, it closes with a summary of what the firm achieved for its client in an eye-catching way.
Key Learnings from the OH Partners Case Study Example
- Let the visuals speak by including examples of the actual work you did for your client — which is especially useful for branding and marketing agencies.
- Always close out with your achievements and how they impacted your client.
11. " Facing a Hater ," by Digitas

Digitas' case study page for Sprite’s #ILOVEYOUHATER campaign keeps it brief while communicating the key facts of Digitas’ work for the popular soda brand. The page opens with an impactful image of a hundred people facing a single man. It turns out, that man is the biggest "bully" in Argentina, and the people facing him are those whom he’s bullied before.
Scrolling down, it's obvious that Digitas kept Sprite at the forefront of their strategy, but more than that, they used real people as their focal point. They leveraged the Twitter API to pull data from Tweets that people had actually tweeted to find the identity of the biggest "hater" in the country. That turned out to be @AguanteElCofler, a Twitter user who has since been suspended.
Key Learnings from the Digitas Case Study Example
- If a video was part of your work for your client, be sure to include the most impactful screenshot as the heading.
- Don’t be afraid to provide details on how you helped your client achieve their goals, including the tools you leveraged.
12. " Better Experiences for All ," by HermanMiller

HermanMiller sells sleek, utilitarian furniture with no frills and extreme functionality, and that ethos extends to its case study page for a hospital in Dubai.
What first attracted me to this case study was the beautiful video at the top and the clean user experience. User experience matters a lot in a case study. It determines whether users will keep reading or leave. Another notable aspect of this case study is that the video includes closed-captioning for greater accessibility, and users have the option of expanding the CC and searching through the text.
HermanMiller’s case study also offers an impressive amount of information packed in just a few short paragraphs for those wanting to understand the nuances of their strategy. It closes out with a quote from their client and, most importantly, the list of furniture products that the hospital purchased from the brand.
Key Learnings from the HermanMiller Case Study Example
- Close out with a list of products that users can buy after reading the case study.
- Include accessibility features such as closed captioning and night mode to make your case study more user-friendly.
13. " Capital One on AWS ," by Amazon

Do you work continuously with your clients? Consider structuring your case study page like Amazon did in this stellar case study example. Instead of just featuring one article about Capital One and how it benefited from using AWS, Amazon features a series of articles that you can then access if you’re interested in reading more. It goes all the way back to 2016, all with different stories that feature Capital One’s achievements using AWS.
This may look unattainable for a small firm, but you don’t have to go to extreme measures and do it for every single one of your clients. You could choose the one you most wish to focus on and establish a contact both on your side and your client’s for coming up with the content. Check in every year and write a new piece. These don’t have to be long, either — five hundred to eight hundred words will do.
Key Learnings from the Amazon AWS Case Study Example
- Write a new article each year featuring one of your clients, then include links to those articles in one big case study page.
- Consider including external articles as well that emphasize your client’s success in their industry.
14. " HackReactor teaches the world to code #withAsana ," by Asana

While Asana's case study design looks text-heavy, there's a good reason. It reads like a creative story, told entirely from the customer's perspective.
For instance, Asana knows you won't trust its word alone on why this product is useful. So, they let Tony Phillips, HackReactor CEO, tell you instead: "We take in a lot of information. Our brains are awful at storage but very good at thinking; you really start to want some third party to store your information so you can do something with it."
Asana features frequent quotes from Phillips to break up the wall of text and humanize the case study. It reads like an in-depth interview and captivates the reader through creative storytelling. Even more, Asana includes in-depth detail about how HackReactor uses Asana. This includes how they build templates and workflows:
"There's a huge differentiator between Asana and other tools, and that’s the very easy API access. Even if Asana isn’t the perfect fit for a workflow, someone like me— a relatively mediocre software engineer—can add functionality via the API to build a custom solution that helps a team get more done."
Key Learnings from the Asana Example
- Include quotes from your client throughout the case study.
- Provide extensive detail on how your client worked with you or used your product.
15. " Rips Sewed, Brand Love Reaped ," by Amp Agency

Amp Agency's Patagonia marketing strategy aimed to appeal to a new audience through guerrilla marketing efforts and a coast-to-coast road trip. Their case study page effectively conveys a voyager theme, complete with real photos of Patagonia customers from across the U.S., and a map of the expedition. I liked Amp Agency's storytelling approach best. It captures viewers' attention from start to finish simply because it's an intriguing and unique approach to marketing.
Key Learnings from the Amp Agency Example
- Open up with a summary that communicates who your client is and why they reached out to you.
- Like in the other case study examples, you’ll want to close out with a quantitative list of your achievements.
16. " NetApp ," by Evisort

Evisort opens up its NetApp case study with an at-a-glance overview of the client. It’s imperative to always focus on the client in your case study — not on your amazing product and equally amazing team. By opening up with a snapshot of the client’s company, Evisort places the focus on the client.
This case study example checks all the boxes for a great case study that’s informative, thorough, and compelling. It includes quotes from the client and details about the challenges NetApp faced during the COVID pandemic. It closes out with a quote from the client and with a link to download the case study in PDF format, which is incredibly important if you want your case study to be accessible in a wider variety of formats.
Key Learnings from the Evisort Example
- Place the focus immediately on your client by including a snapshot of their company.
- Mention challenging eras, such as a pandemic or recession, to show how your company can help your client succeed even during difficult times.
17. " Copernicus Land Monitoring – CLC+ Core ," by Cloudflight

Including highly specialized information in your case study is an effective way to show prospects that you’re not just trying to get their business. You’re deep within their industry, too, and willing to learn everything you need to learn to create a solution that works specifically for them.
Cloudflight does a splendid job at that in its Copernicus Land Monitoring case study. While the information may be difficult to read at first glance, it will capture the interest of prospects who are in the environmental industry. It thus shows Cloudflight’s value as a partner much more effectively than a general case study would.
The page is comprehensive and ends with a compelling call-to-action — "Looking for a solution that automates, and enhances your Big Data system? Are you struggling with large datasets and accessibility? We would be happy to advise and support you!" The clean, whitespace-heavy page is an effective example of using a case study to capture future leads.
Key Learnings from the Cloudflight Case Study Example
- Don’t be afraid to get technical in your explanation of what you did for your client.
- Include a snapshot of the sales representative prospects should contact, especially if you have different sales reps for different industries, like Cloudflight does.
18. " Valvoline Increases Coupon Send Rate by 76% with Textel’s MMS Picture Texting ," by Textel

If you’re targeting large enterprises with a long purchasing cycle, you’ll want to include a wealth of information in an easily transferable format. That’s what Textel does here in its PDF case study for Valvoline. It greets the user with an eye-catching headline that shows the value of using Textel. Valvoline saw a significant return on investment from using the platform.
Another smart decision in this case study is highlighting the client’s quote by putting it in green font and doing the same thing for the client’s results because it helps the reader quickly connect the two pieces of information. If you’re in a hurry, you can also take a look at the "At a Glance" column to get the key facts of the case study, starting with information about Valvoline.
Key Learnings from the Textel Case Study Example
- Include your client’s ROI right in the title of the case study.
- Add an "At a Glance" column to your case study PDF to make it easy to get insights without needing to read all the text.
19. " Hunt Club and Happeo — a tech-enabled love story ," by Happeo

In this blog-post-like case study, Happeo opens with a quote from the client, then dives into a compelling heading: "Technology at the forefront of Hunt Club's strategy." Say you’re investigating Happeo as a solution and consider your firm to be technology-driven. This approach would spark your curiosity about why the client chose to work with Happeo. It also effectively communicates the software’s value proposition without sounding like it’s coming from an in-house marketing team.
Every paragraph is a quote written from the customer’s perspective. Later down the page, the case study also dives into "the features that changed the game for Hunt Club," giving Happeo a chance to highlight some of the platform’s most salient features.
Key Learnings from the Happeo Case Study Example
- Consider writing the entirety of the case study from the perspective of the customer.
- Include a list of the features that convinced your client to go with you.
20. " Red Sox Season Campaign ," by CTP Boston

What's great about CTP's case study page for their Red Sox Season Campaign is their combination of video, images, and text. A video automatically begins playing when you visit the page, and as you scroll, you'll see more embedded videos of Red Sox players, a compilation of print ads, and social media images you can click to enlarge.
At the bottom, it says "Find out how we can do something similar for your brand." The page is clean, cohesive, and aesthetically pleasing. It invites viewers to appreciate the well-roundedness of CTP's campaign for Boston's beloved baseball team.
Key Learnings from the CTP Case Study Example
- Include a video in the heading of the case study.
- Close with a call-to-action that makes leads want to turn into prospects.
21. " Acoustic ," by Genuine

Sometimes, simple is key. Genuine's case study for Acoustic is straightforward and minimal, with just a few short paragraphs, including "Reimagining the B2B website experience," "Speaking to marketers 1:1," and "Inventing Together." After the core of the case study, we then see a quote from Acoustic’s CMO and the results Genuine achieved for the company.
The simplicity of the page allows the reader to focus on both the visual aspects and the copy. The page displays Genuine's brand personality while offering the viewer all the necessary information they need.
- You don’t need to write a lot to create a great case study. Keep it simple.
- Always include quantifiable data to illustrate the results you achieved for your client.
22. " Using Apptio Targetprocess Automated Rules in Wargaming ," by Apptio

Apptio’s case study for Wargaming summarizes three key pieces of information right at the beginning: The goals, the obstacles, and the results.
Readers then have the opportunity to continue reading — or they can walk away right then with the information they need. This case study also excels in keeping the human interest factor by formatting the information like an interview.
The piece is well-organized and uses compelling headers to keep the reader engaged. Despite its length, Apptio's case study is appealing enough to keep the viewer's attention. Every Apptio case study ends with a "recommendation for other companies" section, where the client can give advice for other companies that are looking for a similar solution but aren’t sure how to get started.
Key Learnings from the Apptio Case Study Example
- Put your client in an advisory role by giving them the opportunity to give recommendations to other companies that are reading the case study.
- Include the takeaways from the case study right at the beginning so prospects quickly get what they need.
23. " Airbnb + Zendesk: building a powerful solution together ," by Zendesk

Zendesk's Airbnb case study reads like a blog post, and focuses equally on Zendesk and Airbnb, highlighting a true partnership between the companies. To captivate readers, it begins like this: "Halfway around the globe is a place to stay with your name on it. At least for a weekend."
The piece focuses on telling a good story and provides photographs of beautiful Airbnb locations. In a case study meant to highlight Zendesk's helpfulness, nothing could be more authentic than their decision to focus on Airbnb's service in such great detail.
Key Learnings from the Zendesk Case Study Example
- Include images of your client’s offerings — not necessarily of the service or product you provided. Notice how Zendesk doesn’t include screenshots of its product.
- Include a call-to-action right at the beginning of the case study. Zendesk gives you two options: to find a solution or start a trial.
24. " Biobot Customer Success Story: Rollins College, Winter Park, Florida ," by Biobot

Like some of the other top examples in this list, Biobot opens its case study with a quote from its client, which captures the value proposition of working with Biobot. It mentions the COVID pandemic and goes into detail about the challenges the client faced during this time.
This case study is structured more like a news article than a traditional case study. This format can work in more formal industries where decision-makers need to see in-depth information about the case. Be sure to test different methods and measure engagement .
Key Learnings from the Biobot Case Study Example
- Mention environmental, public health, or economic emergencies and how you helped your client get past such difficult times.
- Feel free to write the case study like a normal blog post, but be sure to test different methods to find the one that best works for you.
25. " Discovering Cost Savings With Efficient Decision Making ," by Gartner

You don't always need a ton of text or a video to convey your message — sometimes, you just need a few paragraphs and bullet points. Gartner does a fantastic job of quickly providing the fundamental statistics a potential customer would need to know, without boggling down their readers with dense paragraphs. The case study closes with a shaded box that summarizes the impact that Gartner had on its client. It includes a quote and a call-to-action to "Learn More."
Key Learnings from the Gartner Case Study Example
- Feel free to keep the case study short.
- Include a call-to-action at the bottom that takes the reader to a page that most relates to them.
26. " Bringing an Operator to the Game ," by Redapt

This case study example by Redapt is another great demonstration of the power of summarizing your case study’s takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome." But its most notable feature is a section titled "Moment of clarity," which shows why this particular project was difficult or challenging.
The section is shaded in green, making it impossible to miss. Redapt does the same thing for each case study. In the same way, you should highlight the "turning point" for both you and your client when you were working toward a solution.
Key Learnings from the Redapt Case Study Example
- Highlight the turning point for both you and your client during the solution-seeking process.
- Use the same structure (including the same headings) for your case studies to make them easy to scan and read.
27. " Virtual Call Center Sees 300% Boost In Contact Rate ," by Convoso

Convoso’s PDF case study for Digital Market Media immediately mentions the results that the client achieved and takes advantage of white space. On the second page, the case study presents more influential results. It’s colorful and engaging and closes with a spread that prompts readers to request a demo.
Key Learnings from the Convoso Case Study Example
- List the results of your work right at the beginning of the case study.
- Use color to differentiate your case study from others. Convoso’s example is one of the most colorful ones on this list.
28. " Ensuring quality of service during a pandemic ," by Ericsson

Ericsson’s case study page for Orange Spain is an excellent example of using diverse written and visual media — such as videos, graphs, and quotes — to showcase the success a client experienced. Throughout the case study, Ericsson provides links to product and service pages users might find relevant as they’re reading the study.
For instance, under the heading "Preloaded with the power of automation," Ericsson mentions its Ericsson Operations Engine product, then links to that product page. It closes the case study with a link to another product page.
Key Learnings from the Ericsson Case Study Example
- Link to product pages throughout the case study so that readers can learn more about the solution you offer.
- Use multimedia to engage users as they read the case study.
Start creating your case study.
Now that you've got a great list of examples of case studies, think about a topic you'd like to write about that highlights your company or work you did with a customer.
A customer’s success story is the most persuasive marketing material you could ever create. With a strong portfolio of case studies, you can ensure prospects know why they should give you their business.
Editor's note: This post was originally published in August 2018 and has been updated for comprehensiveness.

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- Amazon Global Business Strategy
- Apple Change Management
- Apple Ethical Issues
- Apple Global Strategy
- Apple Marketing Strategy
- Ben and Jerrys CSR
- Bill Gates Leadership Style
- Bill and Melinda Gates Foundation
- Coca-Cola Business Strategy
- Disney Pixar Merger Case Study
- Enron Scandal
- Franchise Model McDonalds
- Google Organisational Culture
- Ikea Foundation
- Ikea Transnational Strategy
- Jeff Bezos Leadership Style
- Kraft Cadbury Takeover
- Mary Barra Leadership Style
- McDonalds Organisational Structure
- Netflix Innovation Strategy
- Nike Marketing Strategy
- Nike Sweatshop Scandal
- Nivea Market Segmentation
- Nokia Change Management
- Organisation Design Case Study
- Oyo Franchise Model
- Porters Five Forces Apple
- Porters Five Forces Starbucks
- Porters Five Forces Walmart
- Pricing Strategy of Nestle Company
- Ryanair Strategic Position
- SWOT analysis of Cadbury
- Starbucks Ethical Issues
- Starbucks International Strategy
- Starbucks Marketing Strategy
- Susan Wojcicki Leadership Style
- Swot Analysis of Apple
- Tesco Organisational Structure
- Tesco SWOT Analysis
- Unilever Outsourcing
- Virgin Media O2 Merger
- Walt Disney CSR Programs
- Warren Buffett Leadership Style
- Zara Franchise Model
- Assessing Innovation
- Business growth
- Digital Technology
- Internationalisation
- Market Entry
- Customer Expectations
- Customer Service and ICT
- Flow Production
- Good Customer Service
- Job Production
- Just-In-Case Inventory Management
- Just-In-Time Inventory Management
- Lean Production
- Methods of Good Customer Service
- Poor Customer Service
- Procurement
- Production Process
- Quality Assurance
- Sales Process
- Stages of Sales Process
- Divorce between Ownership and Control
- Kotter's Change Model
- Lewin's Change Model
- Managing Organisational Culture
- Organisation Structures
- Organizational Climate
- Organizational Culture Definition
- Resisting Change
- Strategic Implementation
- Analysing Financial Performance
- Average Rate of Return
- Balance Sheet
- Break Even Analysis Chart
- Break-Even Analysis
- Cash Flow Budget
- Cash Flow Forecast
- Cash Flow Improvement
- Cashflow Problems
- External Sources of Finance
- Financial Objectives
- Financial Performance and Stakeholders
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- Contract of Employment
- Employee Benefits
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- Employee Training and Development
- Employment Policy
- Expectancy Theory
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- Hackman and Oldham Model
- Herzberg Two Factor Theory
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- Improving Employer - Employee Relations
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- Bowmans Strategic Clock
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Business case studies are important as they help us understand how real-life business scenarios are different from classroom teaching. Businesses are dynamic, meaning they are susceptible to external forces. A business case study tells us how a particular business responded to a unique situation. Other businesses can learn from them and be prepared for what can happen, how-to, or how not to respond to a similar situation.
What is a business case study?
A case study is a research tool that is also implemented as a research methodology. It is preferred by many students while writing their bachelor's or master's thesis. A case study gives students a chance to apply theory to a real-life situation, analyse, and draw insights. The business case study can be a fictitious account of a business situation provided by the instructor to check the critical thinking and problem-solving skills of students. We have developed 44 case studies that provide students with detailed problem statements and analyses to understand real-life business scenarios. Students can use these case studies as examples with the corresponding theory to stand out in exams. For example in Figure 1 below, what strategy would a salesman implement to increase his sales? We need to study his business case to find out!
A business case study summarises a real-life business issue faced by a company and explains how it may affect society within a business context.
Business Case Studies Format
In this study set, we have divided case studies into groups as per the business situation. The groups include case studies regarding mergers and takeovers, strategy overviews, SWOT analyses, business leader characteristics, corporate social responsibility, franchise models, Porter's five forces, change management and ethical issues.
Business Case Studies: Mergers and takeover case study
In Layman’s terms, When two equal-sized companies join forces to capture more market share, it is called a merger. While if a big company buys out a smaller company, it is called a takeover. Virgin Media O2 merger happened in June 2021 through a 50:50 joint venture between Liberty Global and Telefónica, the owners of Virgin Media and O2.
Another example of a merger is analysed in the Disney Pixar Merger Case Study. The former CEO of Pixar, Steve Jobs, has said that this merger will allow companies to focus on what they do best. But did you know that Kraft Food Ltd. tried to acquire Cadbury in a hostile takeover? Kraft Cadbury Takeover is a case study that explains how hostile takeovers may occur.
Case studies about strategies of businesses
A strategy is not the same as a plan. Strategy is the first step in business that determines why, considers all known and unknown factors, multiple different paths, and multiple outcomes. Without a strategy, businesses cannot reach their goal and their plans will wander. Businesses create different strategies to reach different goals. We have presented marketing strategies and global and internationalization strategies for some successful companies like Apple, Starbucks, Nike, Ikea, Netflix, and Coca-cola.
You might have observed that Coca-cola has similar branding all over the world. Their marketing strategy is to be a common household name that can be recognized anywhere globally. Starbucks and Mcdonald’s also use the same branding even if their products differ from country to country.

Business Case Studies: SWOT analysis
SWOT analysis is a tool all businesses use before making decisions. The tool helps put Strengths, Weaknesses, Opportunity, and Threats concisely so that one can easily analyze them before making any decision. Studying cases of companies like Apple, Tesco, and Cadbury gives us more insight into the company than we see. Hershey has acquired the rights to produce Cadbury products in the U.S. in 1988. Cadbury was facing issues expanding its market reach. This is a weakness Cadbury has.
What do you think will be the threats to tech giant Apple? Read the Swot Analysis of Apple case to find out.
Business Case Studies: Business leaders
Who is your role model in business? Whose leadership style do you admire? Is it Bill Gates, Richard Branson, or Jeff Bezos? Perhaps you wish to know more about Warren Buffet or Reed Hastings of Netflix.
Mary Barra, the first female CEO of General Motors, practices an inclusive and transformational leadership style. Have you heard about the innovative leadership style employed by Susan Wojcicki, who is the CEO of Youtube? Or you can read all to know how these business leaders differ in their leadership styles.
Business Case Studies: Corporate social responsibility (CSR)
Corporations often undertake practices and policies for the betterment of society along with profit maximization. Common examples of CSR include green initiatives, donating to charities, or organizing fundraisers. In our case studies regarding CSR, you can read about Ben and Jerry’s CSR strategies. Ben and Jerry’s has, over the years, supported protestors against income inequality, protested drilling in Arctic regions and has launched several climate action campaigns.
Are you aware of Walt Disney CSR Programs? Disney's CSR programs include CSR programs for children, investment in youth programs, social influence and workforce programs and supply chain investment programs. Disney not only has children as their main audience but also takes responsibility for helping children in need, showing exemplary CSR practices.
Business Case Studies: Franchise model
The first company that might come to mind when asked about an example of a franchise model could be McDonald’s. McDonald’s model has ensured the ability of the franchise to run sustainably for 10 years.

Another brand that grew using the franchise model is the well-known clothing brand, Zara. Zara took 13 years to make its presence via franchising as they moved forward cautiously. Zara gives the opportunity to franchisees to repurchase their stocks.
Oyo, a unicorn hospitality start-up from India, is growing internationally via a franchise model. Oyo implemented an aggregator model in which it leases some rooms from partner hotels, refurbishes them to match quality standards, and rents them out on their platform. From 2018, Oyo switched to a franchise model in which partner hotels make a contract with Oyo to provide quality service for brand name and posting hotel rooms on Oyo platforms.
Business Case Studies: Porter five forces
Porter's Five Forces is a method for analyzing a company's competitive environment. It identifies and analyzes five competitive forces that shape the industry:
Competitive rivalry,
New entrants,
Power of buyers,
Power of suppliers,
Threat of substitutes.
There are many coffee shops that could match Starbucks’ quality of service. Starbucks is always under the threat of new entrants, competition, and substitutes. To survive, Starbucks has to keep innovating new flavours, drinks, and coffee substitutes.
Walmart is another case study that we analyzed for Porter’s five forces. We realized that the strongest force of Porter’s Five Forces for Walmart is the competitive rivalry from other retailers like Costco, Amazon, and eBay.
What is your opinion about these forces on Apple? Is it the customer bargaining power or threat from substitute products that have the most influence? Read Porter’s five forces Apple to learn more!
Business Case Studies: Change management
Change management is the process of managing responses to changes in the internal and external environment of a business. Businesses that do not change in time, perish. When Apple launched touchscreen phones, Nokia stuck with QWERTY keypads. When Google launched Android, Nokia stuck with the development of the Symbian operating system. What happened to Nokia and why were they resistant to change? On the other hand, you can also read about Apple's change management. The decision-making and acceptance to change are what differentiates Apple from Nokia.

Business Case Studies: Organizational structure
Organizational structure decides how flexible the company is towards the process of change. Modern organizations like Google keep innovation at the centre of their strategy. Google has a flat, function-based, and product-based organizational structure.
McDonald’s has separate departments for each country/region. They have a centralized decision-making body and a decentralized structure for each country they operate in. Tesco, one of the big five grocery retailers in the UK, has a decentralised, hierarchical, and product-based structure. These businesses are active in different sectors and their organisational structure depends on it. The other factors that influence organizational structure are company work culture, management , and business model.
Business ethics case studies
Keeping a check on businesses ethically is not just the government’s job but also consumers'. Unfortunately, there seemed to be several ethical issues with Apple such as poor working conditions, health and safety risks, child labour , poor environmental reporting, contributing to e-waste and tax avoidance. Starbucks is not an exception for it either. They have an aggressive marketing strategy, poor employee conditions, and a weak position on fair trade ratings. Companies like Apple, Starbucks can improve their ethical issues but some companies have faced sandals.
Nike's Sweatshop Scandal and the Enron Scandal are two such examples. Nike Sweatshop Scandal began in 1991 when Jeff Ballinger published a report detailing the appalling working conditions of garment workers at Nike's factory in Indonesia. Since then Nike has taken positive steps to reinforce CSR. The Enron Scandal was financial fraud. Enron did not show large debt on its balance sheet . But why did it happen? You can read about it in our case study called Enron Scandal!
Business case study examples
In this section, we have mentioned case studies that do not fall into any of the categories mentioned above but still hold importance in business studies. These case studies are unique and one may find that these companies have created new markets via their business model.
Business Case Studies: Ryanair Strategic Position
Ryanair is a cost-friendly budget airline that operates in 40 countries. How can they sell tickets so cheap? Well, they travel to less busy airports, usually far from the city, outside business hours when there is a high rush at airports, and they charge you for almost every small addition. Ryanair operates only one type of aircraft to speed out ground crew processes. Ryanair tries to keep their planes for small times on airfields to save on rent. Budget flyers across Europe prefer Ryanair for its cheap tickets. More insights at Explanation: Ryanair Strategic Position .
Business Case Studies: Unilever outsourcing
You might have heard that many major companies outsource their IT operations. Unilever Outsourcing is different as they have outsourced their HR operations to Accenture. Outsourcing has helped Unilever save fixed costs and share risks.
Business Case Studies: Nivea Market Segmentation
Nivea is a well-known name in Asian countries. Nivea effectively targets the young adult market in the tropical equatorial region. Nivea’s market segmentation thus concluded to be geographical and demographic. But how did we reach this conclusion? Read more about our Explanation: Nivea Market Segmentation .
Here are the links to each case study.
Table 1 - Summary of StudySmarter Case Studies
Find out more about how businesses function in the 'real world' by reading our case studies mentioned above!
Business Case Studies - Key takeaways
- A case study is a research tool that is implemented as a research methodology.
- A business case study summarises a real-life business issue faced by a company and how it may affect society within a business context.
- StudySmarter has provided 44 case studies that provide students with detailed problem statements and analyses to understand real-life business scenarios.
- In Layman’s terms, When two equal-sized companies join forces to capture more market share, it is called a merger while if a big company buys out a smaller company, it is called a takeover.
- Strategy is the first step in business that determines why, considers all known and unknown factors, multiple paths, and multiple outcomes.
- SWOT analysis is a tool all businesses use before taking any decision.
- Corporations undertake practices and policies for the betterment of society, this is known as CSR.
- Porter's Five Forces is a method for analyzing a company's competitive environment .
- Change management is the process of managing responses to changes in the internal and external environment of a business.
- Companies are always in the moral dilemma of doing things the 'right' way or the profitable way!
Final Business Case Studies Quiz
what year was Nike founded?
Show answer
Show question
What was the nike sweatshop scandal about?
Nike has been criticized for using sweatshops in Asia as a source of labour. The company was accused of engaging in abusive and verbal behaviour toward its workers.
Does nike sweatshop scandal involve human rights violations?
Yes. A report by the Washington Post in 2020 stated that Nike doesn't have evidence of a living wage for its workers. The same year, it was revealed that the company uses forced labor in factories.
What is the main reason Nike is considered unethical?
Nike has been criticized for using sweatshops in Asia as a source of labor. The company was accused of abusing its employees. In addition, some of the factories reportedly imposed conditions that severely affected their workers' restroom and water usage.
Was Nike involved in child labour?
In what year did Nike created the Fair Labour Association, which was created to oversee the company's 600 factories?
In what year did the company started improving the conditions of its factories?
Where was the first Nike store to be open?
First Niketown store to launch open in Portland, Oregon.
When was Nike first founded?
Life magazine in America did a report on child labour in 1996, which included a shocking photo of a 12-year-old boy sewing a Nike football. What country was he from?
Where and when was Tesco founded?
Tesco was founded in London, the United Kingdom in 1919.
Who is the founder of Tesco?
Tesco’s founder is Jack Cohen.
What type of market does Tesco belong in?
Tesco belongs to the grocery and merchandise retailer market.
Is it true that Tesco only sells its own brand products?
No, as well as selling its own brand products Tesco also supplies and sells other popular grocery item brands.
Why do businesses use SWOT analysis?
Business uses SWOT analysis to analyse their strategic positioning in terms of strengths and weaknesses. Additionally, it assists companies in decision making with consideration of external factors and the environment, in terms of opportunities and threats.
What are the key elements that are included in SWOT analysis?
There are four key elements that are included in the SWOT analysis. They are strengths, weaknesses, opportunities and threats.
Regarding SWOT analysis, what elements are used for internal analysis and which ones are used for external analysis?
For internal analysis: Strengths and weaknesses
For external analysis: Opportunities and threats
What is meant by threats?
Threats are external factors that can potentially be harmful to the organisation.
What are the key Tesco’s strengths?
The key Tesco’s strengths are:
- Having the largest market share in the UK
- The ability to increase its growth even during events such as the Coronavirus pandemic,
- High adaptability to the constantly changing environment,
- Innovation especially in regards to new technology,
- Holding the largest employer’s title in Europe.
What are the key Tesco’s weaknesses?
The key Tesco’s weaknesses are:
- Failure to adapt to markets outside of Europe,
- Being involved in scandals regarding food safety and quality.
What are the key Tesco’s opportunities?
The key Tesco’s opportunities include:
- Investing in optimising consumers’ experience of online shopping,
- Increasing youth employment rates,
- Investing in expanding the range of plant-based products.
What are the main Tesco’s threats?
The main Tesco’s threats include:
- Post-Brexit rules
- Competition
- Government’s regulations
- Price inflation of necessities
Why SWOT analysis is an important part of Tesco’s strategic analysis and decision-making process?
SWOT analysis is an important part of Tesco’s strategic analysis as it assists in identifying the business’s strategic positioning and making decisions with consideration of external factors and the environment.
What is meant by market analysis?
Market analyses are used by businesses to get a sophisticated understanding of the market that they are operating in and identify the competition in the market.
Why is it important for Tesco to conduct market analysis?
It is important for Tesco to conduct market analysis as it will allow Tesco to fully understand its market and see the company’s positioning among the competitors.
What are the key elements that market analysis is made of?
The market analysis is made upon the following elements:
- Market size
- PESTLE analysis
- Competitors
- Consumer loyalty in the market
- Market segmentation
- Consumer decision making within the market
What is the full name of the IKEA Foundation?
Stichting IKEA Foundation
Who founded the IKEA Foundation?
Ingvar Kamprad
Is the IKEA Foundation independent from the IKEA company?
When was the IKEA Foundation founded?
According to its founder, why was the IKEA Foundation founded?
It was founded to make sure that IKEA continues to be an independent company using some of its profits to help people in need long after he is not there.
According to Ingvar Kamprad, what are the basic needs we all share?
a secure home, good health, a regular income, and a desire to keep our children safe and to see them get a good education and succeed in life
What are the objectives of the IKEA Foundation?
- To help families in poverty across developing countries to fulfil their basic needs such as a secure home, good health, a regular income, and a desire to keep their children safe and to see them get a good education and succeed in life
- To help young people, women and refugees who often struggle to find a job and earn a sustainable income
What are the six programs funded by the IKEA Foundation?
- climate action
- renewable energy
- agricultural livelihoods
- employment and entrepreneurship
- refugee livelihoods
- special initiatives and emergency response
What is the main goal of the IKEA Foundation’s climate action?
to reduce carbon emissions
How does the IKEA Foundation work on supporting agricultural livelihoods?
Partnering with Enviu they support social entrepreneurs in Africa and India in creating local markets by building local supply chains.
What is an initiative launched by the IKEA Foundation to enable underprivileged people to earn income and lift their families out of poverty?
Green Entrepreneurship Initiative
What institution was a research on refugees carried out by?
by the Refugee Studies Centre at the University of Oxford
What did the IKEA Foundation do to help during the COVID-19 pandemic?
It donated €3 million to Médecins Sans Frontières (MSF), an international humanitarian medical non-governmental organisation. The donation is expected to support ongoing life-saving medical activities caused by the spread of COVID-19 in India.
What is IKEA's international strategy?
Its concept is to combine high-quality design and functionality with low prices. Ikea's goal is to keep the prices low enough to allow the customer to buy the product directly.
Is IKEA a transnational company?
Does IKEA use standardization or adaptation?
standardization
What type of global business is IKEA?
IKEA is a global home furnishing brand that was started in 1943 by Ingvar Kamprad. It started as a mail order catalog business.
Who is the founder of IKEA?
In what year was IKEA founded?
What does IKEA mainly sell?
it is mainly focused on selling ready-to-assemble furniture
True or False?
The company started by developing innovative modular designs and sourcing components from eastern Europe.
Ikea strategy allowed it to offer quality furniture at very low prices.
What is Ikea hybrid strategy?
Ikea hybrid strategy is aimed to achieve competitive advantage by producing at the lowest cost. It allows the company to charge lower prices and increase the profitability.
To achieve its goals, IKEA constantly bring costs up and is always looking for the most costly suppliers.
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- What Is a Case Study? | Definition, Examples & Methods
What Is a Case Study? | Definition, Examples & Methods
Published on May 8, 2019 by Shona McCombes . Revised on January 30, 2023.
A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.
A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .
Table of contents
When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case.
A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.
Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.
You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.
Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:
- Provide new or unexpected insights into the subject
- Challenge or complicate existing assumptions and theories
- Propose practical courses of action to resolve a problem
- Open up new directions for future research
Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.
However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

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While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:
- Exemplify a theory by showing how it explains the case under investigation
- Expand on a theory by uncovering new concepts and ideas that need to be incorporated
- Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions
To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.
There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.
The aim is to gain as thorough an understanding as possible of the case and its context.
In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.
How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .
Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).
In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.
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McCombes, S. (2023, January 30). What Is a Case Study? | Definition, Examples & Methods. Scribbr. Retrieved March 5, 2023, from https://www.scribbr.com/methodology/case-study/
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5 great case studies in business management.
Success is a choice. Or rather, a good choice can lead to great success. If you want to understand how this is possible, just look at some of the great business management decisions of the last 20 years. From company name changes to product diversification, these smart choices have led to exceptional gains. Whether you’re a business manager or thinking about earning a business degree (or both), the following case studies can add to your business knowledge and help you understand how successful businesses got that way.
Apple’s Name Change
At first glance, Apple’s 2008 name change may not seem like a big deal. After all, the company simply went from Apple Computer to Apple. But the choice to drop “Computer” from their name has helped Apple change its brand identity from a company that made desktops and laptops to a company that’s a pioneer in interactive technology. Now, Apple is known for everything from the iPhone to its lucrative online music store, iTunes. The company’s business model has followed suit. From 2007 to 2013, computers went from 42% of Apple’s revenues to just 13%, even as overall profits grew. *
USA Today’s Strategic Overhaul
As more and more people have logged onto the Internet, demand for traditional newspapers has plummeted. In fact, between 2010 and 2015, the amount of time the average American spent with a newspaper declined 31%, which was more than the decline seen in any other traditional media (conversely, time on the Internet increased 105% during the same time frame). † USA Today, however, saw the future in time to devise a plan. As other newspapers struggled to hold onto their traditional business model, USA Today quickly moved to pour resources into the company’s website, strike new circulation deals, and share content across platforms to ensure wider exposure. As a result, the paper remains an important part of American media.
Southwest Airlines’ Branding Initiative
In its early days, Southwest Airlines embraced a quirky, personable brand image that contrasted with the corporate stodginess of bigger airlines. But when the company grew into one of the nation’s largest domestic carriers, it had to make a choice: either “join the club” and become more traditionally corporate in its image or find a way to maintain the company’s personable feel despite its significantly increased size. Southwest chose the latter, putting into motion a branding initiative that relied heavily on social media to distribute branded messaging and, more importantly, to connect directly with passengers. The move has preserved Southwest’s personality and personable feel. As of 2016, the airline possesses the industry’s best buzz score. ‡
Coca-Cola’s Diversification
You may be familiar with the story of New Coke. To recap, in the mid-1980s, Coca-Cola reformulated its flagship soft drink in an attempt to better compete with Pepsi. The new drink, named New Coke, failed miserably. But Coca-Cola saved its business by rereleasing the original formulation of Coke under the name Coca-Cola Classic. That, in and of itself, is an excellent case study in business management. However, the more contemporary story is how Coca-Cola has changed its business plan so that no one drink—not even Coke—can heavily influence the company’s success and failure. After years of diversification and acquisition, Coca-Cola currently offers more than 500 brands ranging from soft drinks to fruit juices to water. Additionally, it sells its products in over 200 nations.
Nokia’s Market Shift
Not so long ago, Nokia was one of the leading makers of cell phones. But technological innovations like the iPhone left Nokia struggling to compete. The solution? Get out of the business of cell phones. In a bold move, Nokia sold its cell phone division to Microsoft and shifted its focus to its other technological endeavors. This helped stabilize the company and prevent greater losses. In an interesting twist, Microsoft recently announced that it’s selling the cell phone business it acquired from Nokia to Foxconn Technology. Foxconn has, in turn, struck a deal with Nokia to use the Nokia name on future cell phones. § Nokia will earn revenue by licensing its name to a product the company was smart enough to stop making.
How Can You Learn More About Successful Businesses?
Case studies are a great place to start when learning about the ways businesses build success. However, if you’re interested in a career in business management, you may want to consider earning a business degree, specifically a bachelor’s in business administration. A BS in Business Administration can give you the foundation of knowledge you need to succeed in business.
Thanks to online learning, you don’t even have to give up your current job to earn your business administration degree. Through an online bachelor’s in business administration program, you can learn from home on a flexible schedule that makes it possible for you to work full time while earning your degree. At Walden University, you can earn your BS in Business Administration in one of two learning formats. Choose from the traditional course-based learning format or the newer competency-based format. With competency-based learning there are no set weekly deadlines and you demonstrate mastery of specific competencies to earn credit. Regardless of which format you choose, with an online Bachelor of Science in Business Administration , you can gain the skills you need to one day make the kinds of great decisions that end up in a case study.
Walden University is an accredited institution offering an online BS in Business Administration degree program . Expand your career options and earn your degree in a convenient, flexible format that fits your busy life.
*C. Fairchild, The Worst (and Best) Company Name Changes, Fortune, on the Internet at www.fortune.com/2013/12/06/the-worst-and-best-company-name-changes .
†M. Ingram, Print Readership Is Still Plummeting, and Paywalls Aren't Really Helping, Fortune, on the Internet at www.fortune.com/2015/06/01/print-readership-paywalls .
‡Statista, Leading Airlines in the United States in 2016, by Buzz Score, on the Internet at www.statista.com/statistics/507556/airlines-buzz-score-usa .
§A. Kharpal, Nokia Phones Are Back After Microsoft Sells Mobile Assets for $350M to Foxconn, HMD, CNBC, on the Internet at www.cnbc.com/2016/05/18/nokia-phones-are-back-after-microsoft-sells-mobile-assets-for-350-million-to-foxconn-hmd.html .
Walden University is accredited by The Higher Learning Commission, www.hlcommission.org .
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Top 40 Most Popular Case Studies of 2017
We generated a list of the 40 most popular Yale School of Management case studies in 2017 by combining data from our publishers, Google analytics, and other measures of interest and adoption. In compiling the list, we gave additional weight to usage outside Yale
We generated a list of the 40 most popular Yale School of Management case studies in 2017 by combining data from our publishers, Google analytics, and other measures of interest and adoption. In compiling the list, we gave additional weight to usage outside Yale.
Case topics represented on the list vary widely, but a number are drawn from the case team’s focus on healthcare, asset management, and sustainability. The cases also draw on Yale’s continued emphasis on corporate governance, ethics, and the role of business in state and society. Of note, nearly half of the most popular cases feature a woman as either the main protagonist or, in the case of raw cases where multiple characters take the place of a single protagonist, a major leader within the focal organization. While nearly a fourth of the cases were written in the past year, some of the most popular, including Cadbury and Design at Mayo, date from the early years of our program over a decade ago. Nearly two-thirds of the most popular cases were “raw” cases - Yale’s novel, web-based template which allows for a combination of text, documents, spreadsheets, and videos in a single case website.
Read on to learn more about the top 10 most popular cases followed by a complete list of the top 40 cases of 2017. A selection of the top 40 cases are available for purchase through our online store .
#1 - Coffee 2016
Faculty Supervision: Todd Cort
Coffee 2016 asks students to consider the coffee supply chain and generate ideas for what can be done to equalize returns across various stakeholders. The case draws a parallel between coffee and wine. Both beverages encourage connoisseurship, but only wine growers reap a premium for their efforts to ensure quality. The case describes the history of coffee production across the world, the rise of the “third wave” of coffee consumption in the developed world, the efforts of the Illy Company to help coffee growers, and the differences between “fair” trade and direct trade. Faculty have found the case provides a wide canvas to discuss supply chain issues, examine marketing practices, and encourage creative solutions to business problems.
#2 - AXA: Creating New Corporate Responsibility Metrics
Faculty Supervision: Todd Cort and David Bach
The case describes AXA’s corporate responsibility (CR) function. The company, a global leader in insurance and asset management, had distinguished itself in CR since formally establishing a CR unit in 2008. As the case opens, AXA’s CR unit is being moved from the marketing function to the strategy group occasioning a thorough review as to how CR should fit into AXA’s operations and strategy. Students are asked to identify CR issues of particular concern to the company, examine how addressing these issues would add value to the company, and then create metrics that would capture a business unit’s success or failure in addressing the concerns.
#3 - IBM Corporate Service Corps
Faculty Supervision: David Bach in cooperation with University of Ghana Business School and EGADE
The case considers IBM’s Corporate Service Corps (CSC), a program that had become the largest pro bono consulting program in the world. The case describes the program’s triple-benefit: leadership training to the brightest young IBMers, brand recognition for IBM in emerging markets, and community improvement in the areas served by IBM’s host organizations. As the program entered its second decade in 2016, students are asked to consider how the program can be improved. The case allows faculty to lead a discussion about training, marketing in emerging economies, and various ways of providing social benefit. The case highlights the synergies as well as trade-offs between pursuing these triple benefits.
#4 - Cadbury: An Ethical Company Struggles to Insure the Integrity of Its Supply Chain
Faculty Supervision: Ira Millstein
The case describes revelations that the production of cocoa in the Côte d’Ivoire involved child slave labor. These stories hit Cadbury especially hard. Cadbury's culture had been deeply rooted in the religious traditions of the company's founders, and the organization had paid close attention to the welfare of its workers and its sourcing practices. The US Congress was considering legislation that would allow chocolate grown on certified plantations to be labeled “slave labor free,” painting the rest of the industry in a bad light. Chocolate producers had asked for time to rectify the situation, but the extension they negotiated was running out. Students are asked whether Cadbury should join with the industry to lobby for more time? What else could Cadbury do to ensure its supply chain was ethically managed?
#5 - 360 State Real Options
Faculty Supervision: Matthew Spiegel
In 2010 developer Bruce Becker (SOM ‘85) completed 360 State Street, a major new construction project in downtown New Haven. Just west of the apartment building, a 6,000-square-foot pocket of land from the original parcel remained undeveloped. Becker had a number of alternatives to consider in regards to the site. He also had no obligation to build. He could bide his time. But Becker worried about losing out on rents should he wait too long. Students are asked under what set of circumstances and at what time would it be most advantageous to proceed?
#6 - Design at Mayo
Faculty Supervision: Rodrigo Canales and William Drentell
The case describes how the Mayo Clinic, one of the most prominent hospitals in the world, engaged designers and built a research institute, the Center for Innovation (CFI), to study the processes of healthcare provision. The case documents the many incremental innovations the designers were able to implement and the way designers learned to interact with physicians and vice-versa.
In 2010 there were questions about how the CFI would achieve its stated aspiration of “transformational change” in the healthcare field. Students are asked what would a major change in health care delivery look like? How should the CFI's impact be measured? Were the center's structure and processes appropriate for transformational change? Faculty have found this a great case to discuss institutional obstacles to innovation, the importance of culture in organizational change efforts, and the differences in types of innovation.
This case is freely available to the public.
#7 - Ant Financial
Faculty Supervision: K. Sudhir in cooperation with Renmin University of China School of Business
In 2015, Ant Financial’s MYbank (an offshoot of Jack Ma’s Alibaba company) was looking to extend services to rural areas in China by providing small loans to farmers. Microloans have always been costly for financial institutions to offer to the unbanked (though important in development) but MYbank believed that fintech innovations such as using the internet to communicate with loan applicants and judge their credit worthiness would make the program sustainable. Students are asked whether MYbank could operate the program at scale? Would its big data and technical analysis provide an accurate measure of credit risk for loans to small customers? Could MYbank rely on its new credit-scoring system to reduce operating costs to make the program sustainable?
#8 - Business Leadership in South Africa’s 1994 Reforms
Faculty Supervision: Ian Shapiro
This case examines the role of business in South Africa's historic transition away from apartheid to popular sovereignty. The case provides a previously untold oral history of this key moment in world history, presenting extensive video interviews with business leaders who spearheaded behind-the-scenes negotiations between the African National Congress and the government. Faculty teaching the case have used the material to push students to consider business’s role in a divided society and ask: What factors led business leaders to act to push the country's future away from isolation toward a "high road" of participating in an increasingly globalized economy? What techniques and narratives did they use to keep the two sides talking and resolve the political impasse? And, if business leadership played an important role in the events in South Africa, could they take a similar role elsewhere?
#9 - Shake Shack IPO
Faculty Supervision: Jake Thomas and Geert Rouwenhorst
From an art project in a New York City park, Shake Shack developed a devoted fan base that greeted new Shake Shack locations with cheers and long lines. When Shake Shack went public on January 30, 2015, investors displayed a similar enthusiasm. Opening day investors bid up the $21 per share offering price by 118% to reach $45.90 at closing bell. By the end of May, investors were paying $92.86 per share. Students are asked if this price represented a realistic valuation of the enterprise and if not, what was Shake Shack truly worth? The case provides extensive information on Shake Shack’s marketing, competitors, operations and financials, allowing instructors to weave a wide variety of factors into a valuation of the company.
#10 - Searching for a Search Fund Structure
Faculty Supervision: AJ Wasserstein
This case considers how young entrepreneurs structure search funds to find businesses to take over. The case describes an MBA student who meets with a number of successful search fund entrepreneurs who have taken alternative routes to raising funds. The case considers the issues of partnering, soliciting funds vs. self-funding a search, and joining an incubator. The case provides a platform from which to discuss the pros and cons of various search fund structures.
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6 Brilliant Case Study Examples for Small Businesses
Sujan Thapaliya
Feb 4, 2023
11 Mins Read

Every business starts small.
The success of a business lies in its strategy to overcome any challenge during its journey.
If you are trying to take your business to new heights, start identifying challenges and create solutions.
The best way is to learn from sundry success stories.
There are several case studies of different businesses that can teach you which strategy to take for selling your product and attracting the target audience.
In this article, we will discuss some of the top case study examples that can assist in upscaling small businesses.
Let’s begin.
Interesting read: 9 Small Budget Marketing Ideas to Grow Your Business
Challenges Faced by Small Businesses
As far as businesses go, there are always hurdles that need to be defeated. Starting a business is itself a big achievement for entrepreneurs, but the main challenge is maintaining one.
There are three common challenges businesses need to overcome. These include managing the expenses, hiring people, and following new trends to develop a customer base.
1. Increased Expenses
Every business revolves around money. There are different areas where businesses have to spend their money. But the issue is handling the financial hurdles. With an unplanned budget and financial advice, businesses will be spending more than they need to.
Keeping an eye on expenses is important because the expenses determine the profit the business will make.
However, it is not easy to reduce the expense. It’s affected by demand and supply. If businesses need to keep up with the market’s demands, then the chance of increasing expenses is 100%.
2. More and Skilled Manpower Required
Businesses don’t run themselves. They need manpower with skills to handle different departments. Generally, the number of employees in a small business ranges from 1 to 500 people. Getting this manpower is easy but getting a skilled one is difficult and time-consuming.
Whenever looking for manpower, businesses need to decide what skills they want in their candidate. The problem is candidates can’t always fulfill all the requirements. Besides, hiring manpower also increases the expenses.
3. Keeping Up With the Latest Trends
The market is fluid. It changes and introduces new trends. Small businesses need to keep up with the changing trends to keep their business growing. But this is where many businesses start to fall apart.
The thing about new trends is that businesses need to sell their products at the right time. It means they have to keep on studying the market to speculate their next products. If a small business fails to deliver during the peak of the trend, then it will suffer a heavy loss.
Solutions to Grow a Small Business
The best thing about businesses is that there is an attempt to find a solution for every challenge. It brings out the competition in the market, which is huge for surfacing different kinds of solutions a business can adopt.
1. Reduce the Expenses
When it comes to expenses, businesses are focused on spending huge sums on communication because communication is the key element of increasing customers and revenue. It’s not a big problem for big companies, but it is expensive for small businesses.
Fortunately, the cloud telephony system has removed the dilemma while making business budgets because cloud phone services are cheaper than plain old telephone services.
It reduces the initial cost of new businesses up to 90%. Recent surveys suggest that over 74% of businesses prioritize cloud phone systems as their urgent investment.
The same goes for marketing which is necessary to attract potential customers. Small businesses don’t have enough budget to advertise their products.
The best solution for this is using social media platforms like Instagram, Twitter, Facebook, etc. to promote and sell their products .
Case Study: Coffman Engineers
Coffman Engineers clearly states that although the cost of using a virtual phone number adhered to cloud phone is 50% more per employee, it still provides overall 25% more savings than plain old telephone service (POTS).
Coffman Engineers have been relying on cloud phones ever since their one office location faced a disaster. Now they have a disaster recovery feature built into their cloud phone system. It helped them to be ready for any disasters without losing communication with employees.
Not just that, they found all the necessary features bundled into one subscription package in a VoIP phone system. Such a facility enabled them to handle all their business communication using only one platform.
Key Takeaways
- Small businesses must invest in cloud telephony for business communication.
- Extensive use of social media to promote and sell your products/service.
2. Improve Employee Productivity
As we have already discussed earlier, manpower is a big challenge for small businesses. Hiring more employees doesn’t mean higher productivity. Businesses need to hire the right candidates to keep their expenses in check and improve productivity.
There are different tools available that can monitor what the employees are doing. Time tracking tools and workforce management tools are key components every business needs.
Especially in remote working scenarios, these tools are crucial to getting the full effort for the employees. Companies have seen a 35%-40% rise in productivity in employees working remotely with the use of tracking tools.
Case study: On The Map Marketing
On The Map Marketing , a digital marketing agency, used time tracking tools that showed that remote working employees tend to work more hours since they can work at flexible hours.
On The Map Marketing first started using the time tracking tool when they were opening their office in Riga, Latvia. The CTO of the company wanted the time spent on different tasks on his computer as well as managing the remote working employees.
Using a time tracking tool , they were able to track their productivity with a detailed report of their daily activities during office hours. It helped them calculate salary bonuses. They also found the productivity level of each employee to determine their value for the company.
- Small businesses should use a time tracking tool to make sure employees focus on their office work.
- Small businesses can track the performance of each employee at office locations or remote working locations.
3. Reward Your Customers
A business becomes successful when it can keep its customers happy. In efforts to upscale a small business quickly, the marketplace has seen a decline in the quality of products and services. It is a primary reason for customer dissatisfaction.
About 45% of business professionals rate customer experience as their top priority for growing a business.
Survey says more than 85% of buyers are willing to spend more for a better customer experience. Therefore, small businesses need to focus on improving their quality of products and services, which is a powerful indicator of customer experience.
Case study: Starbucks
Starbucks introduced a Reward Loyalty Program in which customers collect stars to get exciting rewards. This program drives 40% of Starbucks total sales .
By adapting the gamification method, Starbucks added a reward loyalty program to their already established app. This move drastically increased sales and digital traffic. They brought mobile payment, customer loyalty, and content partnership in one powerful app.
Customers started registering for My Reward via their app. They are given stars(points) in exchange for their interaction in the app or purchase made. The higher the number of stars a customer gets, the better rewards they get.
- Small businesses can give different forms of rewards for more customer engagement.
- Improvement in customer service can drive more sales and attract more customers.
4. Build Your Brand
Small businesses should learn to build their brand image . While marketing any product or service, the brand image is a key factor for understanding how people view your business.
A brand image must first include mission, vision, and values. It also requires a brand positioning statement that can set your business apart from the competitors.
It’s important to create a unique brand personality. For this, businesses need to design a good logo because customers are most likely to recognize a business looking at a logo. They will have to identify their target audience to craft a good brand image.
According to a study, around 89% of users stay loyal to a business with a good brand image .
Case study: Apple
Apple logo is a well-recognized design that reflects the brand value. Over the years, the Apple logo has gone through several design changes.
The most important rebranding of the company came when Steve Jobs changed the logo which impacted the overall personality of the company. Now, this logo is the most recognized logo in the world.
Looking at the Apple logo, customers can feel a sense of trust, reliability, and innovation . It is the main reason for the huge sales of all the Apple products across the globe.
- Branding helps a business build strong relationships with prospects and attract them to be loyal customers.
- Small businesses need to create a strong brand image to sell their products efficiently.
5. Prioritize on Partnerships
Partnerships and collaboration can lift the businesses to maximize their cost savings. It allows businesses to strengthen their programs using available resources and tools.
This has a direct effect on improving the efficiency of their operations. It improves the credibility of the business in the marketplace.
Case study: RENAULT & NISSAN
Renault and Nissan have a strong partnership in automobiles. Their partnership made a remarkable achievement of making up 10% of new car sales worldwide .
Renault and Nissan chose to make an alliance rather than a merger because an alliance has many stronger benefits than a merger would give.
With an alliance, they can access more geographical areas where foreign investments are restricted. These companies got better chances to enter each other’s territory where they were already established companies because of the alliance.
Although they faced numerous challenges including fluctuation in price share, they managed to resolve issues and succeed.
- Small businesses can collaborate with other businesses to increase their chances of higher product sales and profit for everyone.
- Partnership with other businesses allows all parties to take benefits from each other’s strong areas.
6. The Right Marketing Strategy
Every business requires to sell its product and services to the market. Without marketing, a business cannot compete in the marketplace. The first thing about marketing is knowing your target audience and competitors.
When small businesses know who they are competing against, it will help them to see how the competitors are executing their business and attracting their customers.
One such way is to grow your website traffic which can bring you more leads and eventually customers. And how do you increase your website traffic? SEO. If done right, Search Engine Optimization can drive huge traffic to your website to reach your marketing goals.
Case study: Zapier
Zapier used an SEO strategy revolving around long-tail keywords for generating organic traffic to their website. They created 25,000 unique landing pages for unique keywords.
Zapier had a structure and layout for each page including well-optimized human written content. They outsourced SEO content and focused on a playbook for the onboarding process and launched new apps so that they can get partners to write content for them.
On top of that, they also outsourced link building to their partners. These partners wrote valuable guest post content of Zapier on their site and gave a backlink to Zapier. It helped Zapier to get new users as well as drive their website traffic.
- Small Businesses should improve their website traffic by adding more landing pages with relevant content.
- Backlinks through guest posts on other websites can drive more website traffic and attract more prospects.
Now that you have a fair idea of the business challenges and solutions, there is a good chance of delivering a good strategy for growing your small business.
On top of that, the case study examples above will help you view how other businesses overcome their situation to take their business to new heights.
The most important aspect of upscaling a small business is understanding the customer’s needs. Therefore, you should design a persuasive marketing strategy to attract customers and compete with other businesses in the market.
And a good marketing strategy for any business must include social media. And to make the most of your social media marketing efforts try SocialPilot for free today.
Frequently Asked Questions
🌟 how do you upscale a small business.
Upscaling a small business is a very challenging process. Whether it's making a budget or hiring employees, you have to focus on things that are best for your business. Planning, targeting prospects, marketing strategy, etc. are crucial steps for upscaling businesses and competing with big companies.
🌟 What is a small scale business?
Small scale businesses or Small scale industries (SSI) provide products and services on a small level. Normally in the US, a small business consists of less than 250 employees. Also, it has small capital investments and less office space.
🌟 Why do entrepreneurs find it difficult to scale up?
New entrepreneurs find difficulty in scaling up their businesses because they don’t know what to do. Even if they know, they have to face many challenges like market research, finding loans, allocating space, etc. Also, legal matters are always a major concern for making changes.
🌟 Why is scalability important in business?
Scalability is important because it directly impacts business competition, profitability, brand image, and product quality. Since small businesses have huge growth potential and high return on investment (ROI), they have to properly focus on scalability.
🌟 When should you scale a business?
A small business should look for upscaling its business if it has achieved a minimum annual growth of 20% over 2-3 years with only 10 or more active employees.
About the Author

Sujan Thapaliya is the CEO and Co-founder of KrispCall . He has a wealth of computer, communications, and security experience. Through KrispCall, he aspires to make business communication safer, reliable, and more affordable.
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Company Case Studies Samples For Students
2949 samples of this type
Do you feel the need to examine some previously written Case Studies on Company before you begin writing an own piece? In this free catalog of Company Case Study examples, you are granted a thrilling opportunity to explore meaningful topics, content structuring techniques, text flow, formatting styles, and other academically acclaimed writing practices. Adopting them while crafting your own Company Case Study will definitely allow you to complete the piece faster.
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Consumer Value Store Case Study
1. Problem Statement
-This case study is about the management of the Consumer Value Store (CVS) and its current problems it’s facing. The study also touches on the options and alternatives opened for CVS management.
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This is an interesting case where The Candelstik company of Canada wants to strike a deal with a departmental store chain in Mexico for supply of their goods. The problem with the deal is there is a cultural difference in both the companies as they are from different counties. Even the economies are different as Canada is a developed economy whereas Mexico is a developing economy. Both the team wants the best deal for their respective companies.
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‘Fashion and quality at the best price’ is the motto on which H&M bases its business concept. H&M had humble beginnings over sixty years ago in Vasteras, Sweden. It is now a highly successful, contemporary fashion group with a global reach. H&M’s Annual Report for FY 2013 reported 3,132 department stores worldwide; H&M department stores are now in 53 countries.
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D.D Williamson is a leading corporation that provides caramel coloring as well as burnt sugar and natural colorings for the food and beverage industries (ddwcolor.com, 2013). The company is headquartered in Lousville, Kentucky and has nine coloring operations in five continents (ddwcolor.com, 2013). In 2004 the company embarked on a massive expansion plan and created 16 “critical projects” that needed to be organized, prioritized and selected all within a restrictive time period. The changes to prioritization of the projected selected less than five “Visual Impact Projects” (VIPs) which were to receive high-level focus and attention.
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Q1: For a business like Evolution, the features which allow the company to create an effective database of its customers, easy access to data, and low price of software and high levels of automation would be attractive features which would be especially beneficial for them. Resource planning, based on past trends and patterns, is also possible which reduces the need for spending long hours in decision making processes and discussions.
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Northern Healthcare Corporation is a large, investor-owned provider of outpatient and rehabilitative service. Over the years, it has expanded and proved to be a great source of income and money generation for investors who own Northern Healthcare Corporation. The company is following the right standards for preparing its financial statements. Its financial statements are rightly segregated by different segments the company operates in and its records are kept very aptly and efficiently. National Healthcare has blossomed into a large organization that operates more than 200 facilities and serves a large customer base.
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Advertisement is a form of promotion that is meant to communicate information about a product and is usually passed through the mass media. Mass media items include radio, television advertisements and posts in daily newspapers or magazines. For example, “Sugar & Spice & Everything nice” is an advertisement from “China Daily” that advertises Gingerbread to its readers. This advertisement uses the legal standard policy of product promotion by designing a good advertisement that fits the food and beverage industry advertisements. It also uses clear information about the Gingerbread and explains the target customers as being the children (China Daily, 2013).
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Even if PepsiCo were not good for business, it would be committed to diversity. This so because embracing diversity would bring a desirable positive outcome to the company. Diversity as a tool in human resource management would help the company to have immediate access to a large pool of knowledge and abilities needed in the achieving organizational goals and objectives. These positive aspects of diversity would help PepsiCo even when the business is not performing well.
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The contract entered by the 17-year-old son, who is a minor with Don is voidable. The contract can be invalidated on the ground that the contract of sale that was entered between him and Don can be annulled since the son is only a minor and he was not the designated representative of the company. Hence, once the contract is nullified, the effect is that it is as if there is no agreement at all. This is due to the fact that the minor cannot represent the company since there is no board resolution to empower him to enter the contract.
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The article examines the evolution of the Etisalat Telecommunications Company and the challenges it has faced in the United Arab Emirates. This company has managed to succeed in an emerging economy against all the challenges. Apparently, the telecommunication companies are usually the first to infiltrate this market just like Emirates Telecommunication Company (Etisalat).
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How to write a business case study: your complete guide

If you think testimonials are powerful – and they are, wait until you present a great case study to current and prospective customers.
They’re the proof in the pudding: engaging stories describing exactly how a client used your product, service, or process to beat a challenge or gain success. In fact, according to a B2B Marketing survey of 112 marketers, 66% said case studies were “very effective” for securing leads and sales while 32% called them “quite effective” .
So in this article, we’ll guide you through the essentials of how to write a business case study – with best practices, case study templates, real-world examples, and all.
What is a business case study?
Oxford Languages defines a case study as “a particular instance of something used or analyzed in order to illustrate a thesis or principle”.
Meanwhile, Macmillan Dictionary defines it as both “a set of events that is a good example of a particular idea or situation” and “a piece of research that records details of how a situation develops over a period of time” .
In more simple terms, a business case study is a real-life business scenario describing how your customers have used your products or services to achieve certain goals.
They’re based on interviews with actual customers to highlight the effectiveness of a specific feature, explain a certain use case, or emphasize benefits or results of note.
You might also hear case studies referred to as customer success stories or success stories .
You can talk about your benefits and features until the sun goes down, but remember: stories sell .
So transform your features and benefits into the kind of real-world examples that will immerse your readers into what you’ve been trying to tell them all along.
They’re memorable, personal, effective, and real. Getting actual people to sing your praises for you… could there be a more compelling way to make the sale?
“Stories create community, enable us to see through the eyes of other people, and open us to the claims of others.” Peter Forbes, photographer and author
9 reasons why case studies are great for business
For potential customers:
- Attract new business
- Provide powerful tools for your sales team’s arsenal
- Introduce new products or services
- Provide proof of results
- Increase brand awareness
- Highlight your expertise
For current customers:
- Retain business/thwart the competition
- Create upsell opportunities
Case studies also come with a unique set of benefits for your marketing strategy:
- As long as the featured products/services are still relevant, they can be marketed for months (evergreen case studies, though less common, can be marketed for years).
- They’re inexpensive to produce compared to other forms of marketing, such as white papers.
- They remind happy customers how much they’ve benefited from your products or services .
- Featured customer challenges can help other prospects and customers find solutions to the same or similar problems.
- They prove the effectiveness of your products or services.
- They represent your products and services through customers’ eyes.
- They can inspire new ways to use your products or services, presenting more opportunities to improve relationships with your existing customer base and attract new customers.
- They validate your credibility.
- They’re like supercharged testimonials but with in-depth stories, richer details, and an emphasis on results.
Planning and prep
First, develop your team. Business case studies will usually fall under the domain of your marketers, but now it’s time to get specific.
- Who will be the stakeholders and decision makers?
- Who will review and approve the study?
- Who will be responsible for project management?
- Who will do the actual writing? Will it be you, someone else on your team or an experienced freelance writer?
- If a freelancer will write your study, who will be their point of contact?
Next, start scheduling your timeline. Work backwards from the date you’d like to publish, then build in dates for reviews and edits. Also create a flexible internal deadline for securing a client interview.
Since you’ll need to align your schedule with that of your interviewee, pinpointing an actual interview date can take some time.
Next, consider your goals:
- Why are you writing this case study?
- Is there a specific win or customer feedback you’d like to highlight?
- Do you have any great yet lesser-known products, features or services?
- Do you have any new products, services or updates you’d like to share with the world?
- Do you have a new positioning strategy?
Common objectives include increasing revenue, generating more leads, growing business with existing customers, entering a new market, increasing market share, and improving customer lifetime value (CLV).
After you’ve defined your objectives, it’s time to start considering who you might want to interview. Make your list specific. Include the company name , any relevant notes and the name of the intended stakeholder to be interviewed (one interviewee per case study is ideal).
No matter who you decide to interview, make sure they understand your offerings well and that they’ve experienced substantial or notable results. If they were disappointed by one of your competitors then came to you…that’s even better. And, when possible, the biggest and most impressive names work best.
The interview process
It’s a privilege to secure case study interviews. Sure, it might give your customers more exposure for their own businesses, but they’re probably very busy with other aspects of marketing and sales.
So make the interview process as easy, streamlined, and stress-free as possible – and always thank them for their time.
The first time you get in touch about the interview, mention the details below:
- The purpose of the case study – and the benefits they stand to gain
- A brief overview of the interview process
- A general idea of the kinds of questions they may be asked
- Explain scenarios for how and where the case study may be used (you’ll need their permission to share it with your audiences)
- Thank them for their time
How case studies help your clients
Always ask yourself, WIIFM, or “What’s In It For Me?” whenever you communicate with clients. Why should your clients take time out of their busy schedules to record their experiences and chat for your case study?
Here are some common ways clients win:
- Increased exposure
- Increased traffic online
- Demonstrated expertise/thought leadership
- Free publicity promoting their success
- Special incentives – such as a discount
For more tips on reaching out to interviewees, check out our case study proposal template .
Brainstorming questions
Have they accepted? Great! Send the interviewee a questionnaire before the interview. It will help you get insights into anything requiring research, like key metrics and tangible ROI. It will also serve as a guide for brainstorming your interview questions.
Sample questionnaire :
- How many team members use our product/service? Which departments?
- What were your challenges before using our product/service/process?
- What made you leave our competitor to come to us?
- How do you use our product/service/process? Please share a high-level overview in your own words.
- What features or tools have been the most helpful for your business?
- If you asked us for help, how did we provide you with what you need? We’d like to understand this from your perspective.
- How have you benefited from our offering–and what have been your greatest results to date? Please provide specific metrics, if possible.
- What surprised you most about using our product/service/process?
- How have your customers or clients benefited from your use of our products or services?
- Is there anything else you would like us to know?
And here are a few tips to shape the actual interview:
- Review your client’s questionnaire responses, your objectives and your pre-planning strategy to come up with questions that might help you meet your goals.
- Ask open-ended questions that set the stage for sharing notable experiences.
- The better your questions are, the easier the case study writing process will be.
But don’t stick to the script during the actual interview. You’ll need to listen actively and engage in some real-time decision-making to ask additional questions based on the answers you receive. That’s another reason why it’s important to interview a key decision maker from your customer’s company.
“Stories constitute the single most powerful weapon in a leader’s arsenal.” Dr. Howard Gardner, Harvard University professor and author
For example, let’s say you have a software-as-a-service (SaaS) product. You ask your interviewee how many people use the solution and discover some surprising departments have been putting it to use.
It would be a perfect opportunity to dig deeper to find out how and why they use it and the extent of their results.
Writing your business case study
Like most forms of writing, the best solution is to use an outline to save time and keep goals clear .
Of course the best business case study format depends on your strategy, but here’s an example of a common format.
Sample case study outline
- Introduction: Brief description of the case study’s contents (bullet point key metrics and successes).
- Overview of the subject’s company: Brief description of the featured company (what they do, who their customers are, where they’re based (if relevant)). Include brief background/context as to how they use your product, service or process.
- Problem/challenge/opportunity: Describe their business problem or opportunity/explain why they started using your product, service, or process. Include a strong quote or two.
- Solution: Explain how they used your product to solve their problem, share benefits and features, include a strong quote or two.
- Results: This is the conclusion – summarize how the subject’s company used your product, service, or process to solve their problem. Briefly recap their wins, alluding to benefits and features. Include a strong quote here, if available and appropriate.
- Boiler and CTA: Share a brief boiler (About your company, Who you serve and how, Summary of products/services/expertise, Contact information: phone number and email address).
- Include a call-to-action (CTA) .
When it’s time to start writing, gather your list of goals, your case study strategy, the customer’s interview and questionnaire responses, and every relevant link, white paper, and one-pager to make sure you have access to the full scope of information related to the products and services mentioned in your case study.
You won’t be bombarding readers by including it all– but they can help you fill in the blanks while explaining how your customer got things done.
Since your clients know you understand your product or service, they’re likely to answer your questions in broader terms. This is a possible solution to provide your readers with the crucial details they need.
Also remember who your audience is to write in a way that makes the most sense for those individuals. So if your business has buyer personas or ideal customer profiles (ICP), it’s a great idea to keep those on hand.
It’s also important to reserve enough writing time to get creative. Thoughtfully work your way through your materials to come up with the type of angle that will make your case study worthwhile.
Best practices
- Start with an attention-grabbing yet relevant headline .
- Opt for shorter, more succinct sections. And, while it can be tempting, avoid launching with a lengthy intro unless you’re working on a more complex case study. If you’re writing a business case study that’s complicated because of the subject matter or necessary background information, kick off the content with an executive summary. A well-written executive summary also makes it more likely that someone will read your entire case study, despite the complexity, because it offers a subject matter overview while serving as a guide of sorts.
- Only include a table of contents for lengthier case studies.
- Write in the third person.
- Avoid alienating your readers by assuming they’ll understand. Skip the jargon and explain every acronym to hold their attention the entire way.
- A good business case study is a story. Make sure it reads like one. And a conversational tone often works best .
- Keep it focused. Don’t highlight a million wins for a single case study. Pick one or two combinations of challenges and solutions instead. If you include more, you might dilute your message or bore your readers.
- A case study is a story. Make sure it has a beginning, a middle,and an end .
- And always include direct quotes for an added dose of personality, energy, and human connection.
- Include stats or metrics whenever possible, such as increased revenue, the number of new customers gained, or a measurable boost in traffic.
- Graphics and pull quotes can make it easier to digest the content of your case study. But if you’re in a very visual industry like graphic design, advertising, fashion, or interior design, it’s a great idea to include on-brand, relevant images. For example, you might feature your customer’s brand images or visuals from a relevant campaign.
- There’s no rule re: length, but business case studies are often 2-3 pages long .
And make sure your client is the star.
In this piece of content, it’s all about them. Write about your client’s company, challenges, and results .
A case study can’t be as effective if it’s all about you because it’s designed to help clients and prospects relate to the people featured in your story. It can also feel a lot more compelling – and credible – when you let customer experiences do the talking.
Give it a final review
- Double-check that all facts and figures are correct.
- Try to read it with a fresh set of eyes or pass it to your colleagues. It should be interesting and exciting to read while inspiring trust.
- Make sure all claims are backed up with supporting evidence.
- Provide enough details for readers to be able to emulate the actions of your clients on their own if equipped with the same products and services.
Ask your client for the OK
Send a copy of the case study draft to your client. They should know exactly what you plan to share and have enough time to share it with key stakeholders from their marketing and/or legal department.
Make any necessary changes, then share the revised version for one more round of approval. Finally, ask them to sign a publishing release.
Marketing your case study
When you have the finished product, it’s time to start marketing!
Think about using these channels:
- A dedicated landing page
- The resources section of your website
- Your company blog
- One or a series of marketing emails
- Social media
- Custom infographic
Salespeople love case studies.
Your sales team will get a lot of use out of your case studies. They can feature them as links in their email signatures and include them in sales emails and proposals for new clients and potential customers. To get started, you can use our case study presentation template .
Good case study examples (and why they work)
Start reading well-executed case studies to learn more about what makes them work. Here’s a selection of three very different yet successful case studies.
The first is one of our case studies; it highlights the success of one of our HR clients, TPD. The second case study is from Trello – it tells the story of UNICEF’s disaster-relief success.
The third example describes how SimplePractice won big with Stripe’s automatic payments offering.
PandaDoc case study
Intro: Before diving into the body of the case study, we briefly introduced the company, TPD, and highlighted three major metrics for a promising start.
The problem: We quickly engaged readers with our conversational tone. We also invited them to walk in TPD’s shoes through empathetic language and relatable context (such as the line: “anyone who’s ever been hired, or has hired others, knows that there are multiple forms and contracts to fill out” ).
Challenges, solutions, and results: We took readers on a storytelling journey to help our case study flow. We gave them enough information to understand the “why” , but never bogged them down with unnecessary details. We were also sure to include supporting quotes and specific, measurable results in these critical sections.
Pull quote: We reserved the very best quote as the only pull quote, ensuring it would receive the attention it deserves.
Format: Finally, every time we mentioned a new company, we gave it a hyperlink to help readers save time.
Trello case study
“unicef + trello: helping others when they need it most”.
Facts and figures: Trello opens the case study with great at-a-glance information, sharing insights into UNICEF as an organization and their relationship with Trello products.
Challenges, solutions, and results: This case study takes readers through a detailed narrative, providing statistics and metrics whenever possible. Readers are immersed into the story of exactly how UNICEF used Trello to help thousands of people during a natural disaster – offering enough detail to spark use case inspiration for other Trello users.
Photos: Trello included photos of actual UNICEF employees working remotely around the globe. The pictures gave the case study a personal feel, which could help readers better identify with the story.
Readers are reminded of the unique challenges of working together-apart to start considering how Trello might be able to help them find the solutions they need. Remember, the best case studies are relatable to all of your prospects!
Format: Its structure makes this longer case study easy to read. Sections of text are kept short while bullet points and pull quotes provide visual breaks.
Finally, hyperlinks to organizations’ websites open in separate tabs to help prevent losing case study readers along the way.
Stripe case study
“simplepractice launches automatic payments offering for clinicians with stripe”.
Intro: In just two sentences, Stripe successfully manages to explain what SimplePractice is, what they offer, who they serve, how they serve them, and the benefits those clients gain.
And while it’s not necessary to be this brief, readers will be more likely to read your entire intro if it’s on the shorter side.
Sidebar: The sidebar draws eyes to keep reading with two impressive metrics and a brightly-hued CTA button to “contact sales” .
Challenge and solution: These sections read like a story, with each sentence enticing the reader to continue to the next. It’s also great that a quote from SimplePractice’s COO is used to add context, emphasizing the gravity of their challenge.
Results: Stripe gives a lot of detail here for a strong close to the case study. After explaining how their offering brought ease to SimplePractice’s business, they went on to share detailed specifics on what made things easier and in what ways.
They also explained how their offering improved the businesses of SimplePractice’s clients. It’s highly persuasive for readers to understand they have the opportunity to not only benefit their own companies but also those of their clients.
Pull quote: The case study ends with a strong pull quote in a can’t-miss-it color.
Format: Stripe has a great case study format.
Consider using it as a guide to create a case study template of your own:
- Brief intro
- Sidebar with CTA and bullet points of key metrics and wins
Wrapping up
Most clients and prospects would rather hear from the people who use your products over a salesperson, any day. So use the power of trust to help you close the sale with a great business case study highlighting your results.
You and your customers already have the stories – now it’s time to share them with the world.
Wondering if you should reference buyer personas or if ideal customer profiles would work better? Get answers on the PandaDoc blog!
Frequently asked questions
What is the best business case study format.
The best business case study format depends on the nature of the results and whatever it is you’re trying to achieve. You can figure that out by carefully reviewing your customer success stories and interviews.
- What stands out the most?
- What are you trying to achieve?
- How can you use your layout to guide readers through your story?
- What is your industry or what is the industry of your featured client?
Pro tip: Some interviews are more quotable than others. If you have too many great quotes to include them in your featured sections, consider adding a few pull quotes to your layout.
How do I create a business case study outline?
To create a business case study outline, list all of your featured sections and use bullet points to note subsections and what should be covered. Most case studies feature the following sections: Introduction, Brief Description of Customer’s Business, Problem/Challenge/Opportunity, Solution, Results/Conclusion, Boiler, and Call-to-Action (CTA). But outlines aren’t just for traditional case studies. Use outlines to guide your infographic and video versions too.
What are some case study best practices?
Case study best practices include planning objectives and goals before selecting your featured client, sending pre-interview questionnaires, and finding an angle that will make the piece compelling to all of your readers. Also be sure to get the approval of your client and their marketing team after you’ve had time to review your first draft and fact-check all information.
Best practices for writing case studies include crafting short, easy-to-digest sections, weaving in a narrative for engaging storytelling, and getting attention from the start with an engaging headline. It’s also a great idea to write in layman’s terms, explain any necessary acronyms, include any supporting metrics or statistics, and use direct quotes to bring your customer’s story to life. Check out the featured case study examples in this article for inspiration.
Where can I find a good case study design template?
You can find a good case study design template on PandaDoc. Our company’s expertise is spot-on and the case study templates are free. Also, don’t be afraid to branch out. Let’s say you have a big following on YouTube or Spotify. You might want to create a video or podcast version of your case study for readers who prefer audiovisual information. Or, you may want to add multimedia content to your case study, such as a video insert or or audio clip.
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Class 11 Business Studies Case Study Questions
Table of Contents
CBSE Class 11 Business Studies Case Study Questions are available on myCBSEguide App . You can also download them from our student dashboard .
For students appearing for grade 11 CBSE exams from the Commerce stream, Business Studies is a fundamental subject. Business Studies is considered to be quite interesting as well as an occupying subject as compared to all other core subjects of the CBSE class 11 commerce stream. To ace this CBSE exam, students are not only required to work hard but they ought to learn to do smart work too.
Among all the other core subjects of the Commerce stream i.e accountancy, economics and business studies, Business Studies is the one that is purely theoretical. It is termed to be comparatively easier and more scoring than the other mandatory subjects of the commerce stream. Many students who opt for the commerce stream after their 10-grade exams desire to learn in-depth about the business organizations and their work, for them the subject is of utmost importance. Business Studies is an essential component of the class 11 commerce stream curriculum.
In order to ace the subject the student needs to have conceptual clarity. CBSE has designed the syllabus for class 11 Business Studies so as to provide students with a basic understanding of the various principles prevalent in the Business organizations as well as their interaction with their corresponding environment.
Case Study Questions in class 11 (Business Studies)
Case-based questions have always been an integral part of the Business Studies question paper for many years in the past. The case studies have always been considered to be challenging for the students, for such questions demand the application of their knowledge of the fundamental business concepts and principles. Last year i.e- 2021 CBSE introduced a few changes in the Business Studies question paper pattern to enhance and develop analytical and reasoning skills among students.
It was decided that the questions would be based on real-life scenarios encountered by the students.CBSE not only changed the way case-based questions were formulated but also incremented their weightage in the Business Studies question paper. The sole purpose of increasing the weightage of case-based questions in the class 11 curriculum by CBSE was to drift from rote learning to competency and situation-based learning.
What is a case study question? (Business Studies)
In Business Studies, a case study is more like a real-world test of how the implementation works. It is majorly a report of an organization’s implementation of anything, such as a practice,a product, a system, or a service. The questions would be based on the NCERT textbook for class 11 Business Studies. Case-based questions will definitely carry a substantial weightage in the class 11 Business Studies question paper. questions.
A hypothetical text will be provided on the basis of which the student is expected to solve the given case-based question asked in the Business Studies class 11 exam. Initially, the newly introduced case-based questions appeared to be confusing for both the students and the teachers. Perhaps, they were reluctant to experiment with something new but now a lot more clarity is there that has made the question paper quite student-friendly.
Case study questions could be based on any chapter or concept present in the NCERT textbook. Thus, it is expected from the students to thoroughly revise and memorize the key business fundamentals.
Business Studies syllabus of class 11 CBSE
The entire Business Studies course is divided into 2 parts:
- Part A, Foundation of Business
- Part B, Finance and Trade
The class 11 Business Studies exam is for a total of 100 marks, 80 marks are for the theory and the remaining 20 for the project. Most of the questions are based on the exercises from the NCERT textbook. It is recommended to rigorously go through the contents of the book. A single textbook has been published by NCERT for Class 11 Business studies. There are a total of 10 chapters in this book divided into 2 parts.
CBSE Class – 11
Business Studies (Code No. 054)
Theory: 80 Marks Time: 3 Hours Project: 20 Marks
Case Study Passage (Business Studies class)
As part of these questions, the students would be provided with a hypothetical situation or text, based on which analytical questions will have to be answered by them. It is a must for the students to read the passage in depth before attempting the questions. In the coming examination cycle (2022-23), case-based questions have a weightage of around 30%. These questions can be based on each chapter in the NCERT book for Business Studies, grade 11.
Students must prepare well for the case-based questions before appearing for their Business Studies exam as these questions demand complete knowledge of the various concepts in their syllabus. CBSE plans to increase the weightage of such questions in the upcoming years.
Sample case-based Questions in Business Studies
Business Studies as a subject provides a way of perceiving and interacting with the business ecosystem. It is a core subject of the commerce stream that is purely theoretical and relevantly easier than the other compulsory subjects of the stream. Class 11 Business Studies syllabus is closely related to trade and commerce. The subject cannot be ignored as it is the foundation of many concepts and theories which are studied at an advanced level in class 12.
The case-based questions asked in the CBSE Business Studies question paper for class 11 are of two types:
As per the latest circular issued by CBSE on Assessment and Evaluation practices of the board for the session 2022-23, CBSE has clearly mentioned that competency-based questions including case studies will be different from subjective questions.
The questions can also be categorized on their difficulty level:
- Direct: such questions can be easily solved. Their answer is visible in the given passage itself.
- Indirect/ Analytical: such questions are confusing and tricky. These can be solved by the application of the theory or principle that is highlighted in the provided text.
How To Prepare For Case-based Questions? (Business Studies grade 11)
Students need to prepare well for the case-based questions before appearing for their class 11 Business Studies exam. Here are some tips which will help the student to solve the case-based questions at ease:
- Read the provided text carefully
- Try to comprehend the situation and focus on the question asked
- Analyze and carefully answer the question asked
- In general, the passage given would be lengthy in Business Studies case-based questions but their solutions are comparatively short and simple
- One can significantly save time if they follow a reversal pattern, that is going through the questions before reading the comprehensive case study passage.
- Answer in a concise manner
- One should concentrate on solidifying key fundamental principles/theories
- Go through the NCERT textbook in depth. The language used is crisp and simple.
- While providing solutions to the case-based question, pick the keyword/keyline based on which you are driving insights.
In order to excel in the Business Studies class 11 exam, one needs to ignore the shortcut techniques and get to read the NCERT textbook rigorously. Case studies can be easily solved if your key fundamentals are strong and clear. The best part of having these questions is that the asked question itself projects a hint of its answer. These simple points if kept in mind will definitely help the students to fetch good marks in case study questions, class 11 Business Studies.
Case study question examples in Business Studies
Here a re some given case study questions for CBSE class 11 Business Studies. If you wish to get more case study questions and other study material, download the myCBSEguide app now. You can also access it through our student dashboard.
Business Studies Case Study 1
Read the hypothetical text given and answer the following questions:
Manish, Rahul and Madhav live in the same locality. They used to meet and discuss their ideas. After discussing the recent fire breakout in their area, they decided to take fire insurance for their house or work area. Manish gets his house insured against fire for ₹1 lakh and during the policy period, his house gets damaged due to fire and the actual loss amounts to ₹2.5 lakh. The insurance company acquired the burning material and approved his claim. Rahul gets his godown insured against fire for ₹1 lakh but does not take enough precautions to minimize the chances of fire like installing fire extinguishers in the factory. During the policy, a fire takes place in his godown and he does not take any preventive steps like throwing water and calling the employees from the fire fighting department to control the fire. He suffered a loss of ₹1,20,000. Madhav took a fire insurance policy of ₹20 lakh for his factory at an annual payment of ₹24,000. In order to reduce the annual premium, he did not disclose that highly explosive chemicals are being manufactured in his factory. Due to a fire, his factory gets severely damaged. The insurance company refused to make payment for the claim as it became aware of the highly explosive chemicals.
How much can Manish claim from the insurance company?
- None of the above
How much compensation can Rahul get from the insurance company?
Which principle is violated in the case of Rahul?
- Insurable Interest
- Utmost Good Faith
How much amount is the insurance company liable to pay to Madhav if he files a case against it?
- Insufficient information
Which principle of Insurance is violated by Madhav?
- Insurable interest
- Subrogation
- Proximate Cause
The insurance company acquired the burnt material and approved his claim. Which principle of Insurance is highlighted in the given statement.
- (a) Mitigation
- (a) Utmost Good Faith
- (d) Subrogation
Business Studies Case Study 2
Sarthak Electronics Ltd. has a loss of Rs 15,00,000 to pay. They are short of funds so they are trying to find means to arrange funds. Their manager suggested a claim from the insurance company against stock lost due to fire in the warehouse. He actually meant that they can put their warehouse on fire and claim from insurance companies against stock insured. They will use the claim money to pay the loan.
- Will the company receive a claim if the surveyor from the insurance company comes to know the real cause of fire?
- Write any two Values which the company ignores while planning to arrange money from false claims.
- State any three elements of fire insurance
Business Studies Case Study 3
OLX and qickr are examples of well-known websites used to conduct business. Tarasha’s sofa set got spoiled in the rain. Her friend suggested that she should change the fabric so that it looks new and put it for sale on Olx. Tarasha followed her friend’s advice and got her sofa repaired so that it looked better and uploaded nicely clicked pictures on the website without disclosing the fact that it was damaged from the inside. She found a buyer and sold it for Rs 10,000. After five days the buyer found the real state of the sofa set and called Tarasha but she did not answer any of the calls.
- identify the type of business highlighted in the above case.
- Identify any two values which are overlooked by Tarasha.
- Explain any two benefits and limitations of e-business.
Advantages of case study questions in Business Studies
Class 11 Business Studies syllabus is not very vast but has to be focussed upon as it forms the base for your 12th grade Business Studies syllabus. Students are supposed to prepare themselves thoroughly from the NCERT textbook. The Case-based questions prominently focus on the real and current scenarios of the Business world. Approximately 30% of the question paper will comprise case study questions that demand high-order thinking and reasoning skills from the students. The students ought to practice class 11 Business Studies case-based questions from the various options available to them, so as to excel in the subject.
- Enhance the qualitative and quantitative analysis skills of students
- Provides an in-depth understanding of the key Business theories/concepts
- Inculcate intellectual capabilities in students
- Help students retain knowledge for a longer period of time
- The questions would help to discard the concept of rote learning
- Case studies promote and strengthen practical learning.
“Failure is success if you learn from it”
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How a grid company could enter the hydrogen industry through a new business model: a case study in china.

1. Introduction
2. materials and methods, 2.1. swot analysis.
- Preliminary SWOT factors were identified through brainstorming and a literature review by applying the value chain and PEST models, from which preliminary strategies may be derived.
- The preliminary findings on the SWOT factors were subject to revision after receiving feedback, comments, and insights from a small group of experts from the grid sector, academia, and hydrogen-related industries ( Table 1 ).
- Strategies were developed based on the SWOT factors and were further polished based on input from experts via interviews.
2.2. The State Grid Corporation of China
3. results: swot factor identification, 3.1. strengths, 3.1.1. leading electricity transmission technology, 3.1.2. leading smart grid technology, 3.1.3. mature and efficient r&d mechanism, 3.1.4. solid economic and operational foundation, 3.1.5. robust bargaining power in capital market, 3.1.6. firm commitment to carbon neutrality, 3.1.7. tight involvement in policymaking and implementation, 3.2. weaknesses, 3.2.1. potential organizational inertia, 3.2.2. large readiness gap in hydrogen technology, 3.2.3. potential impact of policy factors on financial performance, 3.2.4. potential anti-trust challenges, 3.3. opportunities, 3.3.1. tremendous governmental support at various levels in china, 3.3.2. growing hydrogen demands resulting from decarbonization goals in china, 3.3.3. evident cost advantages in hydrogen production in china, 3.3.4. emerging chances to seize a first-mover advantage, 3.4. threats, 3.4.1. amplified geopolitical uncertainty to challenges supply chain stability, 3.4.2. emerging technologies disrupt the existing competitive landscape, 3.4.3. heavy investment required to build hydrogen infrastructure in china, 4. results: recommended strategies, 4.1. wo strategies (mini-maxi), 4.2. wt strategies (mini-mini), 4.3. so strategies (maxi-maxi), 4.4. st strategies (maxi-mini), 4.5. strategy summary.
- Build a flexible hydrogen vendor network with limited international suppliers, and establish investment partnerships with electricity generation companies;
- Integrate hydrogen services into an Energy-as-a-Service (EaaS) model and deliver a more comprehensive portfolio of energy services to industrial customers;
- Create a joint venture with pipeline companies to co-optimize and co-invest in the planning and construction of electricity transmission networks and hydrogen pipelines;
- Engage in domestic policy discussions related to EaaS business models and foreign policy discussions related to the hydrogen supply chain.
5. Discussion
Author contributions, institutional review board statement, informed consent statement, data availability statement, acknowledgments, conflicts of interest.
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Share and Cite
Xu, D.; Liu, Z.; Shan, R.; Weng, H.; Zhang, H. How a Grid Company Could Enter the Hydrogen Industry through a New Business Model: A Case Study in China. Sustainability 2023 , 15 , 4417. https://doi.org/10.3390/su15054417
Xu D, Liu Z, Shan R, Weng H, Zhang H. How a Grid Company Could Enter the Hydrogen Industry through a New Business Model: A Case Study in China. Sustainability . 2023; 15(5):4417. https://doi.org/10.3390/su15054417
Xu, Danlu, Zhoubin Liu, Rui Shan, Haixiao Weng, and Haoyu Zhang. 2023. "How a Grid Company Could Enter the Hydrogen Industry through a New Business Model: A Case Study in China" Sustainability 15, no. 5: 4417. https://doi.org/10.3390/su15054417
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