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What Is a Case Study?
When you’re performing research as part of your job or for a school assignment, you’ll probably come across case studies that help you to learn more about the topic at hand. But what is a case study and why are they helpful? Read on to learn all about case studies.
Deep Dive into a Topic
At face value, a case study is a deep dive into a topic. Case studies can be found in many fields, particularly across the social sciences and medicine. When you conduct a case study, you create a body of research based on an inquiry and related data from analysis of a group, individual or controlled research environment.
As a researcher, you can benefit from the analysis of case studies similar to inquiries you’re currently studying. Researchers often rely on case studies to answer questions that basic information and standard diagnostics cannot address.
Study a Pattern
One of the main objectives of a case study is to find a pattern that answers whatever the initial inquiry seeks to find. This might be a question about why college students are prone to certain eating habits or what mental health problems afflict house fire survivors. The researcher then collects data, either through observation or data research, and starts connecting the dots to find underlying behaviors or impacts of the sample group’s behavior.
Gather Evidence
During the study period, the researcher gathers evidence to back the observed patterns and future claims that’ll be derived from the data. Since case studies are usually presented in the professional environment, it’s not enough to simply have a theory and observational notes to back up a claim. Instead, the researcher must provide evidence to support the body of study and the resulting conclusions.
Present Findings
As the study progresses, the researcher develops a solid case to present to peers or a governing body. Case study presentation is important because it legitimizes the body of research and opens the findings to a broader analysis that may end up drawing a conclusion that’s more true to the data than what one or two researchers might establish. The presentation might be formal or casual, depending on the case study itself.
Draw Conclusions
Once the body of research is established, it’s time to draw conclusions from the case study. As with all social sciences studies, conclusions from one researcher shouldn’t necessarily be taken as gospel, but they’re helpful for advancing the body of knowledge in a given field. For that purpose, they’re an invaluable way of gathering new material and presenting ideas that others in the field can learn from and expand upon.
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What Is a Case Study?
An in-depth study of one person, group, or event
Kendra Cherry, MS, is an author and educational consultant focused on helping students learn about psychology.
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Cara Lustik is a fact-checker and copywriter.
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Verywell / Colleen Tighe
Benefits and Limitations
Types of case studies, how to write a case study.
A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in various fields, including psychology, medicine, education, anthropology, political science, and social work.
The purpose of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.
While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, it is important to follow the rules of APA format .
A case study can have both strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.
One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult to impossible to replicate in a lab. Some other benefits of a case study:
- Allows researchers to collect a great deal of information
- Give researchers the chance to collect information on rare or unusual cases
- Permits researchers to develop hypotheses that can be explored in experimental research
On the negative side, a case study:
- Cannot necessarily be generalized to the larger population
- Cannot demonstrate cause and effect
- May not be scientifically rigorous
- Can lead to bias
Researchers may choose to perform a case study if they are interested in exploring a unique or recently discovered phenomenon. The insights gained from such research can help the researchers develop additional ideas and study questions that might be explored in future studies.
However, it is important to remember that the insights gained from case studies cannot be used to determine cause and effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.
Case Study Examples
There have been a number of notable case studies in the history of psychology. Much of Freud's work and theories were developed through the use of individual case studies. Some great examples of case studies in psychology include:
- Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
- Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
- Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language could be taught even after critical periods for language development had been missed. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.
Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse had denied her the opportunity to learn language at critical points in her development.
This is clearly not something that researchers could ethically replicate, but conducting a case study on Genie allowed researchers the chance to study phenomena that are otherwise impossible to reproduce.
There are a few different types of case studies that psychologists and other researchers might utilize:
- Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those living there.
- Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
- Explanatory case studies : These are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
- Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
- Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
- Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic cast study can contribute to the development of a psychological theory.
The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.
The type of case study that psychology researchers utilize depends on the unique characteristics of the situation as well as the case itself.
There are also different methods that can be used to conduct a case study, including prospective and retrospective case study methods.
Prospective case study methods are those in which an individual or group of people is observed in order to determine outcomes. For example, a group of individuals might be watched over an extended period of time to observe the progression of a particular disease.
Retrospective case study methods involve looking at historical information. For example, researchers might start with an outcome, such as a disease, and then work their way backward to look at information about the individual's life to determine risk factors that may have contributed to the onset of the illness.
Where to Find Data
There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:
- Archival records : Census records, survey records, and name lists are examples of archival records.
- Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
- Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
- Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
- Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
- Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.
Section 1: A Case History
This section will have the following structure and content:
Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.
Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.
Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.
Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.
Section 2: Treatment Plan
This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.
- Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
- Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
- Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
- Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.
This section of a case study should also include information about the treatment goals, process, and outcomes.
When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research.
In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?
Here are a few additional pointers to keep in mind when formatting your case study:
- Never refer to the subject of your case study as "the client." Instead, their name or a pseudonym.
- Read examples of case studies to gain an idea about the style and format.
- Remember to use APA format when citing references .
A Word From Verywell
Case studies can be a useful research tool, but they need to be used wisely. In many cases, they are best utilized in situations where conducting an experiment would be difficult or impossible. They are helpful for looking at unique situations and allow researchers to gather a great deal of information about a specific individual or group of people.
If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines that you are required to follow. If you are writing your case study for professional publication, be sure to check with the publisher for their specific guidelines for submitting a case study.
Simply Psychology. Case Study Method .
Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100
Gagnon, Yves-Chantal. The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.
Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.
By Kendra Cherry Kendra Cherry, MS, is an author and educational consultant focused on helping students learn about psychology.
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15+ Professional Case Study Examples [Design Tips + Templates]
By Alice Corner , Jan 12, 2023

Let me ask you a question: Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?
If the answer is no — or at least, rarely — you get my point.
For businesses selling consumer goods, having raving reviews is a good way to get more customers. The same thing applies to B2B and/or SaaS businesses — but for this type of business, besides regular, short reviews, having a detailed case study can help tremendously.
Case studies are an incredibly effective form of marketing that you can use to help promote your product and plan your marketing strategy effectively. You can also use it as a form of customer analysis or as a sales tool to inspire potential customers.
So what does a case study look like and how can you create one? In this article, I’m going to list over 15 marketing case study examples, case study tips, and case study templates to help you create a case study that converts.

Click to jump ahead:
- What is a Case Study?
- Marketing Case Study Examples
Sales Case Study Examples
Simple case study examples, business case study examples.
- Case Study FAQs
What is a case study?
A case study is a research method to gain a better understanding of a subject or process. Case studies involve in-depth research into a given subject, in order to understand its functionality and successes.
In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

As well as being valuable marketing tools, case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.
It’s also a good way to interview your customers about why they work with you.
Related: What is a Case Study? [+6 Types of Case Studies]
What is a marketing case study?
A marketing case study is a type of marketing where you use your existing customers as an example of what your product or services can achieve. You can also create case studies of internal, successful marketing projects.
Here’s an example of a marketing case study template:

Return to Table of Contents
Marketing case study examples
Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.
In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.
Show off impressive results with a bold marketing case study
Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.
In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.
Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Use a simple but clear layout in your case study
Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.
Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.
Making the information clear helps draw attention to the important results, and it helps improve the accessibility of the design .
Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Use visuals and icons to create an engaging and branded business case study
Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.
Using icons, graphics, photos, or patterns helps create a much more engaging design.
With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Use a monochromatic color palette to create a professional and clean case study
Let your research shine by using a monochromatic and minimalistic color palette.
By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.
The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Add long term goals in your case study
When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.
Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.
Check out this modern pattern design example of a case study below:

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.
This strategy can also be handy when creating a consulting case study.
Use data to make concrete points about your sales and successes
When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).
Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.
In sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.
They can clearly comprehend the information and it shows that the case study has been well researched.

Use emotive, persuasive, or action based language in your marketing case study
Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.
Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Keep your potential customers in mind when creating a customer case study for marketing
82% of marketers use case studies in their marketing because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.
Why are case studies such an important tool in content marketing?
By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.
Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.
In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Related: 10+ Case Study Infographic Templates That Convert
Case studies are particularly effective as a sales technique.
A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.
Make impactful statistics pop in your sales case study
Writing a case study doesn’t mean using text as the only medium for sharing results.
You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.
In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.
Use high contrast shapes and colors to draw attention to key information in your sales case study
Help the key information stand out within your case study by using high contrast shapes and colors.
Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

This design has used dark blue rectangles to help separate the information and make it easier to read.
Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.
These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.
Use colors and fonts to create a professional-looking case study
Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.
This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.
In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.
Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.
Conduct a B2B case study by researching the company holistically
When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.
Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.
By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.
This case study report example could also be used within an annual or end-of-year report.
Highlight the key takeaway from your marketing case study
To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.
This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately.

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.
Learn how to choose fonts effectively with our Venngage guide and once you’ve done that.
Upload your fonts and brand colors to Venngage using the My Brand Kit tool and see them automatically applied to your designs.
The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.
In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.
Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.
Use charts to visualize data in your business case studies
Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.
Making charts is even easier with Venngage.
In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.
Adding a chart here helps break up the information and add visual value to the case study.

Using charts in your case study can also be useful if you’re creating a project management case study.
You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

Use direct quotes to build trust in your marketing case study
To add an extra layer of authenticity you can include a direct quote from your customer within your case study.
According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.
You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.
This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.
Case Study Examples Summary
Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.
You should update your business case study examples often if you are sharing them on your website.
It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.
Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.
Case Study FAQ
Why should you write a case study.
Case studies are an effective marketing technique to engage potential customers and help build trust.
By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.
In addition to being a good way to gather positive testimonials from existing customers, business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.
How should you write a case study?
To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.
You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.
You can learn more about writing a case study from our extensive guide.
Some good questions you could ask would be:
- Why do you use our tool or service?
- How often do you use our tool or service?
- What does the process of using our product look like to you?
- If our product didn’t exist, what would you be doing instead?
- What is the number one benefit you’ve found from using our tool?
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28 Case Study Examples Every Marketer Should See

Published: March 08, 2023
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
Fill out this form to access free case study templates..
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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Showcase your company's success using these free case study templates.
Quantitative Study Designs: Case Studies/ Case Report/ Case Series
Quantitative study designs.
- Introduction
- Cohort Studies
- Randomised Controlled Trial
- Case Control
- Cross-Sectional Studies
- Study Designs Home
Case Study / Case Report / Case Series
Some famous examples of case studies are John Martin Marlow’s case study on Phineas Gage (the man who had a railway spike through his head) and Sigmund Freud’s case studies, Little Hans and The Rat Man. Case studies are widely used in psychology to provide insight into unusual conditions.
A case study, also known as a case report, is an in depth or intensive study of a single individual or specific group, while a case series is a grouping of similar case studies / case reports together.
A case study / case report can be used in the following instances:
- where there is atypical or abnormal behaviour or development
- an unexplained outcome to treatment
- an emerging disease or condition
The stages of a Case Study / Case Report / Case Series

Which clinical questions does Case Study / Case Report / Case Series best answer?
Emerging conditions, adverse reactions to treatments, atypical / abnormal behaviour, new programs or methods of treatment – all of these can be answered with case studies /case reports / case series. They are generally descriptive studies based on qualitative data e.g. observations, interviews, questionnaires, diaries, personal notes or clinical notes.
What are the advantages and disadvantages to consider when using Case Studies/ Case Reports and Case Series ?
What are the pitfalls to look for.
One pitfall that has occurred in some case studies is where two common conditions/treatments have been linked together with no comprehensive data backing up the conclusion. A hypothetical example could be where high rates of the common cold were associated with suicide when the cohort also suffered from depression.
Critical appraisal tools
To assist with critically appraising Case studies / Case reports / Case series there are some tools / checklists you can use.
JBI Critical Appraisal Checklist for Case Series
JBI Critical Appraisal Checklist for Case Reports
Real World Examples
Some Psychology case study / case report / case series examples
Capp, G. (2015). Our community, our schools : A case study of program design for school-based mental health services. Children & Schools, 37(4), 241–248. A pilot program to improve school based mental health services was instigated in one elementary school and one middle / high school. The case study followed the program from development through to implementation, documenting each step of the process.
Cowdrey, F. A. & Walz, L. (2015). Exposure therapy for fear of spiders in an adult with learning disabilities: A case report. British Journal of Learning Disabilities, 43(1), 75–82. One person was studied who had completed a pre- intervention and post- intervention questionnaire. From the results of this data the exposure therapy intervention was found to be effective in reducing the phobia. This case report highlighted a therapy that could be used to assist people with learning disabilities who also suffered from phobias.
Li, H. X., He, L., Zhang, C. C., Eisinger, R., Pan, Y. X., Wang, T., . . . Li, D. Y. (2019). Deep brain stimulation in post‐traumatic dystonia: A case series study. CNS Neuroscience & Therapeutics. 1-8. Five patients were included in the case series, all with the same condition. They all received deep brain stimulation but not in the same area of the brain. Baseline and last follow up visit were assessed with the same rating scale.
References and Further Reading
Greenhalgh, T. (2014). How to read a paper: the basics of evidence-based medicine. (5th ed.). New York: Wiley.
Heale, R. & Twycross, A. (2018). What is a case study? Evidence Based Nursing, 21(1), 7-8.
Himmelfarb Health Sciences Library. (2019). Study design 101: case report. Retrieved from https://himmelfarb.gwu.edu/tutorials/studydesign101/casereports.cfm
Hoffmann T., Bennett S., Mar C. D. (2017). Evidence-based practice across the health professions. Chatswood, NSW: Elsevier.
Robinson, O. C., & McAdams, D. P. (2015). Four functional roles for case studies in emerging adulthood research. Emerging Adulthood, 3(6), 413-420.
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How to Write a Case Study (+10 Examples & Free Template!)

Ah, the case study: One of the most important pieces of marketing content for a business, and yet all too often, also the most boring. The problem with this is, lose a reader and you lose a customer. It doesn’t have to be this way!

In this guide, I’m going to show you how to write a case study that prospects will actually want to read. An attractive , inspiring , and convincing case study that turns readers into customers.
Table of contents
What is a case study.
- Why write a case study?
How long should a case study be?
- How to write a case study: Steps & format
- An example of a case study
- Tips to write a case study that gets read
- Real case study examples
- Free case study template doc
A case study is a self-contained story about how a real customer overcame their problems using your products or services. Notice how I used the word story. Marketers are obsessed with the notion of “storytelling” (usually without actually telling stories), but a good case study is a story with protagonist (your customer) who has a problem but who wins out in the end.

This case study example by Intercom puts faces to the name of their protagonist, Atlassian.
By the end of a case study, the reader should be able to visualize themselves as the hero of their own story. They should be able to relate to the problems of your featured customer, and see themselves achieving their own goals by using your product or service.
Why write a business case study?
Case studies may not be as sexy as a viral blog post, and as such they’re often overlooked in favor of other content formats. This begs the question – why create marketing case studies at all?
The answer is because they’re really effective.
- Build customer loyalty: Not only is this an opportunity to engage with your satisfied customer, but to reaffirm why they chose you and why they should continue to choose you.
- Assist sales: In addition to having case studies posted on your website, salespeople can share them with potential customers in conversations to help them build confidence in the prospect.
- Multi-purpose content: Quotes and data snippets from your case studies make great testimonial tidbits for your the homepage, products/services pages, landing pages, and more. You can also repurpose these into PDFs, videos, blog posts, and infographics.
- Earn trust: Case studies turn positive customer opinions into tangible data that actually proves your value. In fact, it’s among the most trusted content types according to 60% of marketers.

This varies by industry (a kitchen remodeling business could probably tell their whole story in pictures while a software invoicing solution, not so much), but here are some guidelines:
- Most resources tell you that a case study should be 500-1500 words.
- We also encourage you to have a prominent snapshot section of 100 words or less.
- The results and benefits section should take the bulk of the word count.
- Don’t use more words than you need. Let your data, images, and customers quotes do the talking.
What a marketing case study is NOT
A case study is an on-brand, data-driven, objective resource for potential customers to gain confidence in your business. Here is what they are not.
- Case studies are not press releases. Although case studies can be used to accompany new product launches, they are not merely vehicles to talk about new products. In fact, you should make your case studies as evergreen as possible so you can get the most mileage out of them.
- Case studies aren’t advertisements. Bits and pieces of cases studies can be used on landing pages or even in ad copy, but the case study itself should not be an ad. It’s not about roping in a customer or using exciting or embellishing words. It’s about sharing the facts.
- Good case studies are not about your company. They’re about the customer’s journey. Most case studies are bland, instantly forgettable crap because marketers ignore the fact that case studies are stories in the most literal sense. They get preoccupied with things like brand voice or messaging matrices and forget to leverage the narrative form that makes stories so compelling. Or, even worse, they simply can’t stop themselves from harping on about how great their company is, the gravest of sins when case studies are concerned.
How to write a case study: steps & format
Now that we’re clear on what a marketing case study is (and isn’t), as well as why you should be producing them, let’s talk about how to actually write a case study worth reading.
- Clear headline: Like a newspaper headline, it should give the most important information. A subtitle with supporting details or a customer quote is optional.
- Snapshot: Provide the TLDR prominently at the top, including the client’s name/industry, the product/service used, and quick result stats.
- Client introduction: One or two sentences describing the customer and a highlight about them.
- Problem: State the problem/goal, consequences, and any hesitations the customer had. Include quotes.
- Solution: Share how they found you, why they chose you, what solution they chose, and how it was implemented. Include quotes.
- Results: Describe the results and the benefits, as well as any bonus benefits that came of it. Include quotes.
- Conclusion: Share additional praise from the customer and words of advice they have for other people/businesses like them.

Click to view full-size.
A case study example
Let’s go into the details on each one of the steps above, using a fictional example. Our business is Kumbo Digital and our client is Currigate.
1. Start with a clear headline
This should be like a newspaper headline that gives the most important information. A subtitle with supporting details or a customer quote is optional.
Currigate Plugs $12k in Profit Leaks with Kumbo Digital
2. Provide a snapshot
There should be a section at the top with the important details. This includes
- Customer name/category/industry
- Product/service used
- Results (ideally three stats)

3. Introduce the client
Share one to two sentences with your customer’s name, industry, location, and a highlight.
Currigate is a software service that offers highly customizable subscription packages to banks, brokers, and investors in the mortgage lending market.
4. State the problem, consequences, & hesitations
Explain the issue the customer was facing or the goal they were having a hard time reaching—as well as the negative outcomes.
While this high level of customization is what sets Currigate apart from its competitors, it also requires multiple applications with disparate data and heavy manual work. Account owners were spending so much time manage invoicing, there was little left over to build relationships with clients, stay on top of overages, and upsell. This was leading to leaks in profitability and a weakening of customer service.
Include customer quotes as well as any hesitancies they had with using a product or service like yours.
“We were getting in our own way,” said Melanie Grigham, Currigate’s VP of Operations. “Our customer relationships were starting to falter, and we knew we had to do something. But the thought of manipulating just one of our data sources—let alone all seven—was scary. There were so many random connections in place and so much confidential information, we couldn’t risk it all breaking.”
5. Describe the solution
Share how the customer found your business and why they chose you.
Grigham learned about Kumbo Digital through none other than Google research and decided to get in touch. “The thought of explaining the whole thing felt daunting, but I was relieved to hear [the rep] finishing my sentences for me!”
Include which specific product or service they chose, how it was implemented, and how the customer used it. Stay brief!
After learning the details of the situation, the Kumbo team proposed a custom solution that would integrate all of the data sources into one dashboard. “I was hesitant at first, but they showed me a small scale example which helped me to understand a little more about how it would work. I appreciated their patience with me as I took some time to make a decision.” Grigham finally went with it. The dashboard took three weeks to implement and the data migration took just under a day.
6. Share the results & benefits
Share how the client used your product/service, what the results were, and the benefits. Include direct quotes and clear evidence (statistical data, before-and-after images, time-lapse videos, etc.)
With the new platform, Currigate’s account managers could access all seven data sources—as well as generate, track, send, and approve invoices—all in one place. Time spent invoicing went from days to hours, freeing up time for them to engage with customers and work toward strategic goals. “Our staff are less bogged down to the point where they’re asking to take on more clients—which is unheard of.” The redesigned and simplified product catalog (206 product codes instead of 1,024) has also made it easier for them to upsell as well as recommend combinations for specific needs. “Sometimes our new clients don’t know what they want, and this is perfect for giving them a starting point.” In addition, Currigate was able to identify $12,403 worth of overages they wouldn’t have caught otherwise. “Now, we can be sure that their customers are being billed appropriately (which is great for us) and receiving the services best fit for their dynamic needs (which is great for them). It’s a win-win.”
7. Conclude with words of advice and a CTA
Share where the client is headed, any additional quotes or praise, and/or their advice for similar potential clients.
Today, Currigate’s unique subscription model is as strong as ever. It’s even considering opening up to new markets. “We never thought we’d reach this point so soon—we thought new markets was years down the line,” said Melanie. When asked what advice she had for other businesses like hers, she talked about mixing faith and facts. “You’ve got to do your research to find a trusted provider, but at the end of the day, it all comes down to a leap of faith, and sometimes you just have to do it.”
Finish off with a CTA to contact your business and/or a link to view more case studies.
Tips on how to write a case study that prospects will want to read
Alright, so that was a basic example of a case study, but there’s more to it than just the words that comprise it. Here are eight tips to write a great case study that prospects will want to read and that will help close deals.
1. Make it as easy as possible for the client
Just like when asking for reviews , it’s important to make the process as clear and easy as possible for the client. When you reach out, ask if you can use their story of achievement as a case study for your business.
Make the details as clear as possible, including:
- The process (20 minute interview, follow up with a draft for their approval).
- Where the case study will live (on your website? in PDFs shared by sales reps? etc.)
- Their options for the interview (in person, phone/video call, via email).
- Any benefits (exposure on social, for example).
The clearer the picture you paint for them, the more receptive they’ll be to sharing their time with you.
2. Include a prominent snapshot with the results
While a good case study is like a story, you don’t want to hold out on your reader until the end. You want them to know the results right off the bat, then they can read further to find out how those results were achieved. In the example below, the overall picture is made clear with the title ( The Loot Box Uses Ad Factory and Content Marketing to Drive Sales ) and the three stats below it.

Image source
3. Choose an interesting angle
Apart from kitchen remodeling and website makeovers, it can be hard to make a case study compelling. But there is always room for creativity.
- Focus on particularly interesting customers who use your product in a unique way or who have a more extreme situation.
- Weave a theme into the story that connects your industry with theirs (this might mean puns).
- Hook the reader at the beginning with a teaser about the best result in the study.
- Incorporate the client’s unique personality into the story.
The more compelling your angle, the better the story. The better the story, the more engaging your case study will be. In Mailchimp’s case study example below, the customer name (Good Dye Young), compelling headline , and expressive image all work together to give this case study life.

4. But make it relatable to all prospects
Your angle is the “hook” that will catch your audience’s attention, but it’s essential that ALL prospects can relate to and identify with the problems encountered by your case study’s “protagonist.” This means catering to your core demographics and target markets , and solving the problems most commonly experienced by your customers.
The same Mailchimp case study example above finishes off with an “advice for other small businesses” section:

5. Make them visually appealing (and consistent)
We already know that case studies aren’t the most exciting reads, so don’t make it worse by throwing a bunch of text and numbers onto a page. A good case study is skimmable, visual, and organized.

6. Be the supporting character, not the hero
Your company should always be positioned as a helping hand that helped the real hero of the story—your client—overcome their obstacle. There are two reasons this approach is so effective. Firstly, you want your audience to visualize themselves as the protagonist of the case study. This is much more difficult if you won’t stop talking about how great your company or product is. Secondly, adopting a more humble tone can help increase your credibility in the mind of the reader.
- Allbird’s omnichannel conversions soared
- Gymshark scaled internationally
- Staples replatformed in half the time
- Bombas saved $108,000 a year

7. Let your clients tell their own story
As a storyteller, it’s your job to craft a compelling narrative about how your featured client triumphed over the forces of evil using your product or service, but that doesn’t mean your protagonist doesn’t have their own voice.
Let them tell the story in their own words and then incorporate direct quotes into your narrative. This will break up your text, increase credibility, and make your protagonist a tangible character that readers can relate to. Take an interview style format and use paraphrasing and annotations so the text isn’t repetitive. Set up the segue and create room for your client’s quote, and let them do the rest.
View the full case study example here.
8. Have realistic expectations
Yes, we want to create a useful, helpful resource for prospective customers, but let’s be real—nobody’s winning a Pulitzer for a case study, and it won’t be going viral on social media, no matter how well-written it is.
Case studies are little more than tools to be used by either self-motivated prospects researching your company, or by sales professionals as tools to help convince prospects to convert. Nothing more. They’re designed for audiences that are already strongly considering becoming your customers, which is a smaller but more qualified group of people than your general audience.
So don’t be disheartened if your case study content doesn’t attract as much traffic or engagement as your best or even average content. They’re not meant to. But that doesn’t mean you should stop creating them or start obsessing over how to improve them.
Business case study examples
Here are some business case study examples that put the tips in this guide into play.
Call us biased, but LOCALiQ’s case study format is pretty rad. What we like about it:
- High-quality visual at the top.
- Immediate snapshot of customer and results.
- Clear-cut sections with challenges, solutions, and results.
- Customer quotes layered in with paraphrasing and commentary.

Read this case study example.
You saw a sneak peek of this above! What we like about it:
- Special care given to give the client a face and a glowing description.
- Nice mix of real images with graphics ( one of our landing page design trends ).
- Newspaper headline approach (with a rhyme!): Atlassian powers sales with support at scale with Intercom
- Prominent data results
- Snapshot sidebar on the left with client information and features used.
After the “Good Dye Young” example earlier, how could we not include another Mailchimp case study? What we like about it:
- Compelling headline: How Stretch & Flex Started and Grew During a Pandemic
- How the subtitle aids in the TLDR: Surveys helped the virtual Pilates studio make quick adjustments and plan for long‑term success.
- Colorful, expressive images and clean snapshot.
- Alternating background colors to distinguish the quotes and stats—the best parts of the story, of course.
- Conclusion with advice to small businesses.

Wrike takes the case study snapshot to the next level in this example. What we like about it:
- Puts a face to the name of the client, just like Intercom does.
- Nice mix of photos and graphics together (like Intercom).
- Mega snapshot that basically gives you all of the information you need.
- Bright green result data.

Our final marketing case study example comes from Slintel, a go-to-market intelligence software. What we like about it:
- Attractive headline: Leoforce sees 2x increase in meetings booked with Slintel
- Coordination of image with branding colors.
- That it is written by their RevOps manager ( what is RevOps? ).
- Descriptive headings: The Challenge: Cleaning up bad data.
- Large results data and prominent quote callout boxes.

View full case study here
Marketing case study templates
To make things easy for you, I’ve compiled the tips and examples into a marketing case study template, in document form, that you can use to write your own.
- WordStream’s case study template doc: All the steps in this guide compiled into this case study Google Doc template to make your life much easier.
- Canva case study templates: Canva has a number of free case study templates (the one in tip #5 is one of them!) that look professional and polished.
- Visme’s case study templates: With a free login, you can access and customize some of Visme’s case study templates.
- Storydoc’s case study templates and design tips : Use Storydoc’s case study templates to create and customize a great story with a 14-day free trial.
Use these case study examples & tips to get started with your own
No two businesses are alike, and case studies vary widely in terms of style, tone, and format . One thing that all marketing case studies share, however, is their purpose – to convince prospects that doing business with you is a good idea. With these case study steps, tips, examples, and templates, you’ll be well on your way to producing stories your prospects will actually want to read.
Meet The Author
Kristen mccormick.
Kristen is the Senior Managing Editor at WordStream, where she helps businesses to make sense of their online marketing and advertising. She specializes in SEO and copywriting and finds life to be exponentially more delightful on a bicycle.
See other posts by Kristen McCormick

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The 20 Best Case Study Examples That Boost Sales (+ Templates and Tips)

Baylor Cherry | September 17, 2019 | Case Studies | 18 min read
Quick Links
- 1. What Is It?
- 2. Why They're Important
- 3. Case Study Length
- 4. Where Do I Put Them?
- 5. Case Study Format
- 6. How to Write One
- 7. Examples
- a. PDF
- b. Online
The Best Case Study Examples
- 1. Adobe: Royal Bank of Scotland
- 2. BrightEdge: Stanley
- 3. LeadGnome: Host Analytics
- 4. Bitly: Vissla
- 5. Taboola: The Line
- 6. OutBrain: Lane Bryant
- 7. Google Analytics: Optimizely
- 8. LinkedIn: HubSpot
- 9. LevelEleven: Staples
- 10. Life Size: Rackspace
- 11. Five9: Weed Man
- 12. LogMeIn: Extent Technologies
- 13. Red Hat: North Carolina State Websites
- 14. VMWare: CenturyLink
- 15. HPE: Mendix
- 16. Gravitate: Global Expeditions Group
- 17. IDEO: INFARM
- 18. Forge and Smith: Happy Planet
- 19. CoSchedule: English Heritage
- 20. Bluleadz: BandGrip
Building an effective content marketing strategy that can take your prospects through every stage of the buyer's journey means creating a variety of content.
From relevant, informative blog content to engaging webpages, landing pages, whitepapers, and emails, a comprehensive content marketing strategy should run deep.
One powerful, but often underused, piece of content is the case study .
What Is a Case Study?
A case study acts a narrative, featuring real-world situations where certain products or services are used in a way that demonstrates thier value. They are a special type of thought leadership content that brands can use in marketing and sales to guide their target audience to the decision stage of their buyer's journey . Engaging case studies walk prospects through how a real life customer identified a specific pain point , started using your product or service, and overcame that pain point while reaping additional benefits.
A case study is a special type of thought leadership content that tells a story.
Case studies are narratives that feature real world situations or uses of products or services to demonstrate their value. A well written case study will follow a customer as they define a problem, determine a solution, implement it, and reap the benefits.
Case studies offer readers the ability to see a situation from the customer's perspective from beginning to end.
Why Case Studies Are Important
A marketing case study is one of the most compelling content items in your sales funnel .
It’s the perfect way to guide people into and through the decision phase, when they have the best options laid out on the table and they’re ready to puzzle through that final selection.
Because of this, case studies are uniquely useful as bottom of the funnel content .

By the time prospects are ready to read case studies, they have a nuanced grasp of the problem in front of them. They also have a good selection of potential solutions and vendors to choose from.
There may be more than one option that’s suitable for a given situation. In fact, there usually is. But there’s just one option that fits the prospect best. The challenge is figuring out which one.
Since B2B decision makers aren’t mind readers, they need content to bridge the gap between “what they know about your solution” and “what they know about their own business.” The case study does that by showing how a similar customer succeeded.
The more similar the prospect is to the customer in the case study, the more striking it will be.
For that reason, you might want to have a case study for every buyer persona you serve. And naturally, case studies pertain to specific products or services, not your whole brand.
So, you could find yourself with multiple case studies for each buyer type.
However, the effort is worth it, since case studies have a direct impact on sales figures.

How Long Should a Case Study Be?
Honestly, the more to-the-point you can be in a case study, the better.
Great case studies should pack a lot of meaning into a small space. In the best examples, your reader can grasp the single main idea of each page in a short paragraph or two.
Each detail should build on the next, so they’ll keep moving forward until the end without getting distracted.
Sure, it’s no Dan Brown novel, but if you do it right, it’ll still be a real page-turner.
Note: Some businesses will have a brief case study in PDF form to use as sales collateral then a longer form, more in-depth version of the same case study on their website. In this case, it can be normal to write a lengthier case study.
Where Should I Put My Case Studies?
Anywhere you want, really!
Ideally, you should upload case studies somewhere on your website so new leads coming to your site have the opportunity to see just how kickass your business is at driving revenue and results for your current customers.
Whether it's an online case study or a PDF version, making your successes available to the public can prove just how valuable your efforts are.
Plus, make sure every member of your sales team has access to your case studies so they can use them as sales collateral to send to prospects and opportunities! A quick PDF attachment to a sales email can be very convincing.
The Best Case Study Format
- Introduction: Provide context for the story.
- Challenge: Describe the primary issue being faced.
- Solution: Identify the product or service being used.
- Benefit: Emphasize the most impactful advantages.
- Result: Detail the specific outcomes the customer earned.
Like press releases, case studies often fall into a certain specific format.
While it’s not required that you have all of the possible topics in a particular order, picking a consistent format will help you accelerate production down the road. It also makes your content easier to read.
Many B2B businesses use the following approach:
- Introduction: sets the stage by providing context for the situation.
- Challenge: discusses the key problem that the customer was facing.
- Solution: a basic overview of the product or service the customer used.
- Benefit: recaps the solution’s top advantages – why it was the right choice.
- Result: the positive business outcome arising from the solution and benefits.
This formula gives you enough flexibility to highlight what’s most important about your enterprise, solution, and the customer you’re showcasing.
At the same time, it ensures that your team will know exactly what information they need to compile to design case studies in the future.
It also serves as an intuitive trail of breadcrumbs for your intended reader.
How to Write a Case Study

1. Ask Your Client/Customer for Approval.
This first step is crucial because it sets the layout for your entire case study.
If your client or customer gives the ok to use their name and information, then you can add as much detail as you want to highlight who they are, what you helped them do, and the results it had.
But, if they would rather remain anonymous or want you to leave out any specific details, you’ll have to find a way to keep your information more generalized while still explaining the impact of your efforts.
2. Gather Your Information.
Like any good story, a marketing case study has a beginning, middle, and end. Or, you could think of it as “before, during, and after.”
Before: The Problem
Your case study will always open by presenting a problem suffered by one of your clients.
This part of the study establishes what’s at stake and introduces the characters – your company, the client company, and whichever individual decision makers speak for each side.
During: The Solution
Once you define the problem, the next step presents your offering, which serves as the answer to the dilemma.
Your product or service is, in a very real sense, the hero of the story. It catalyzes the change, which you describe in terms of your features, advantages, and other differentiators.
After: The Result
In the final step, you discuss the “happy ending” brought about by your solution.
Returning to the “stakes” you established at the very start, you expand on how much better things are thanks to your intervention. You want prospects to imagine themselves enjoying that level of success.
3. Get a Quote.
Of course, a study about two corporations isn’t very interesting on its own. The best case studies personify the protagonists, including the vendor and the client company, by having plenty of quotes peppered throughout the entire story.
Naturally, the business problem to be solved is the big, bad villain here, so you want the client (and preferably, your own team as well) to weigh in on that problem: How complex it is, what solving it would mean, and what not solving it would cost.
Then, as the situation turns around, testimonials become essential.
Naturally, the longest, most emphatic testimonial should come from the top decision maker. But you should aim to include a glowing quote from many different stakeholders – representing the full cast of “characters” who might be making consensus buying decisions around your solution.
Note: Don’t use a testimonial or quote if your case study is anonymous.
4. Find Some Compelling Graphics.
A case study isn’t a whitepaper: You shouldn’t be trudging through page after page of text.
In fact, some of the most powerful case studies establish their own vivid, graphics-heavy style – looking a lot more like an infographic, or even a magazine, than traditional B2B marketing collateral.
Color blocks , strong contrasts, skyscraper photography, and hero shots are all on the table when it comes to case studies. The more data you have to convey, the more creative you should be in presenting it so it can be understood at a glance.
15 Great Examples of Offline Case Studies
1. adobe: royal bank of scotland.

This study focuses on the solutions Adobe provided for the Royal Bank of Scotland. Their top challenges included fostering a culture of data driven decision making, eliminating disjointed systems, and delivering digital experiences that are relevant and easy to use.
Adobe's approach resulted in a 20 percent increase in conversion, as well as improved internal communications, faster optimization, and a reduction of their content management footprint.
2. BrightEdge: Stanley
In 2015, Stanley consolidated two separate brand web properties into one site. The process needed to mitigate traffic disruption, improve traffic, and increase organic search results.
The results? Almost 40 percent of keywords Stanley ranked for were on the first page of organic results, and the company generated a 100 percent lift in revenue, thanks to support from the BrightEdge platform.
3. LeadGnome: Host Analytics

Host Analytics moved to an account based marketing strategy in 2015. They noticed that the marketing efforts were limited by a large number of low quality needs.
Their problem was solved when they used an automated email marketing approach from LeadGnome to nurture and qualify leads via email marketing.
4. Bitly: Vissla
Vissla is an online ecommerce company with a need to understand big data across multiple marketing platforms.
Bitly provided a a way to consolidate data and literally link channels together to display all information on a single dashboard.
5. Taboola: The Line

The Line is an online boutique that offers shoppers a unique experience and showcases products that can be found at their brick and mortar store in NYC's Soho neighborhood. Their goal was to increase first time visitors to their site.
Taboola offers a product that drives first time users. The result? Over 72 million impressions within three months, and email subscriber growth of 12 percent.
6. OutBrain: Lane Bryant
Lane Bryant, the leading retailer for women sized 14 – 28, launched a campaign designed to celebrate all women and redefine the traditional notion of sexy with a simple message – ALL women are sexy.
The goal was to amplify the campaign and drive traffic and engagement.
The result? OutBrain used media amplification to take the campaign viral, resulting in over 48,500,000 impressions in just two weeks!

7. Google Analytics: Optimizely

Optimizely is a leading online A/B testing and user experience optimization platform that offers innovative data-driven marketing solutions to maximize user experience and keep them coming back for more.
The challenge they faced was better identifying page views to determine where customers are in the buying cycle.
The solution was provided by using data from Google Analytics Premium to successfully move leads through the sales funnel.
8. LinkedIn Marketing Solutions: HubSpot
HubSpot, in search of quality leads, turned to LinkedIn Marketing Solutions to engage with marketing professionals in small to medium sized businesses, targeting them with ebooks, webinars, and how-to guides. Sponsored organic content appeared in members' LinkedIn feeds.
The result: 400 percent more leads within their target audience than efforts on other platforms.
9. LevelEleven: Staples

LevelEleven helped Staples focus their teams on the critical sales activities that matter.
The end result? Their team developed a better understanding of the KPIs that matter and experienced a 182 percent increase in key selling activities.
10. Life Size: Rackspace
Rackspace is a world leader in hybrid cloud computing with offices throughout the world. The challenge was collaborating and communicating across offices.
The approach? LifeSize created a video solution to build stronger relationships across international offices.
11. Five9: Weed Man

Five years ago, the lawn care company Weed Man had an idea -- If their phone-based reps could connect with more prospects, more decisions would result, without adding sales reps.
The solution? Five9 assisted Weed Man with migrating their data to the cloud. This case study shows why SMBs like Weed Man should store business data on the cloud for CRM.
12. LogMeIn: Extent Technologies
One of the better, more concise case study examples, this one page synopsis clearly defines the challenges and goals of Extent.
It explores how LogMeIn provided effective solutions and produced stellar results, including a boost in staff productivity, an increase in first contact resolution rate, and an improvement in overall service.
13. Red Hat: North Carolina State Websites

Under mandate from the governor, the North Carolina Department of Information Technology needed to update state websites to overcome complex processes and limited technical resources.
The resulting solutions from Red Hat reduced maintenance times and lowered staffing costs.
14. VMWare: CenturyLink
This study addresses the complexities of cloud hosted infrastructure. One element of all case study examples is to educate perspective clients about the services and products offered.
This study takes a complex subject and makes it easy to understand, while clearly outlining the solutions VMWare can provide.
15. Hewlett Packard Enterprise: Mendix

This study breaks down another complex subject: rapid hosted cloud app development.
HPE links to additional content so readers can gain even more knowledge about the subject and the solutions HPE offers.
5 of the Best Online Case Studies
1. gravitate: global expeditions group.

This case study is a great example of how to break up a detailed case study for an easier read.
Gravitate starts off by introducing their client, Global Expeditions Group (GXG), to give visitors a little background into what they do. They then dive straight into what their role was in helping GXG with a robust content marketing strategy.
What catches your eye at the beginning of this case study is the results. Rather than forcing readers to find out the impact of their efforts at the very end, they call out some major statistics and improvements that they helped GXG achieve. It's a great way to entice readers to keep them wanting to learn just how they did it.
Gravitate did a great job breaking up their rather long case study. Since it focuses on an entire content marketing strategy, they put various parts of their case study into separate sections, from their rebranding efforts to their website design and copywriting.
2. IDEO: INFARM
What we like so much about IDEO's case study about INFARM is that it reads just like a simple blog post – there's no sections and no busy graphics. While this doesn't work for everyone, it really matches the vibe of IDEO's brand.
This case study is short, sweet, and to the point, with the largest elements on the page being the images and a quote. At the very top, they outline the entire case study in two small sections – the challenge and the outcome.
What we like about this particular case study is how IDEO talks about what's next for INFARM. Beyond the typical problem-solution-result structure, they took it one step further to talk about the future and what INFARM plans on doing next.
3. Forge and Smith: Happy Planet

Forge and Smith effectively uses real mockups and examples from the work they did for Happy Planet to showcase their work in action.
This case study is perfectly designed into multiple modules to break up chunks of text into three phases. They start off with the objectives they set in place for their website design and development work for Happy Planet, which is pretty unique for a case study.
What's great about this case study is the opportunity to view the finished website. A hyperlink isn't just hidden within the text forcing you to dig around looking for it; it's called out right then and there to let you view their finished work on the Happy Planet website.
Another great feature is the option to view a previous case study or all the case studies if you're interested. No need to locate the main page, you have direct access!

4. CoSchedule: English Heritage
CoSchedule treats their case studies as customer stories, highlighting who their customers are and how their platform was able to help them. Their case study on English Heritage is simple to view and comprehend.
On the left, there is a customer spotlight on English Heritage, complete with a company logo, brief description, industry, company size, size of the marketing team, and more. These little details help give you a better idea of who the company is.
Then, on the right side of the screen, is a blog-like case study.
Rather than breaking up their message into the standard format, CoSchedule calls out the results that English Heritage has seen since switching to CoSchedule. Within each result, they touch on the challenge they had before CoSchedule then the lasting impact it created.
Throughout the case study, CoSchedule includes relevant screenshots and impactful quotes from English Heritage employees. This helps readers visualize what they are talking about.
5. Bluleadz: BandGrip

We couldn't not pat our own backs for recently publishing a case studies page on our website.
Bluleadz often uses case study PDFs as sales collateral to send to qualified prospects. While we used these PDF designs internally, we wanted to make sure our client success stories were available to everyone coming to our site.
Thus, our case study page was born.
Our BandGrip case study really sticks out to us. We start off by introducing who BandGrip is, who they serve, and what they do.
Then, we highlight the struggles they were having with getting demo sign-ups on their page. We included relevant quotes from the CEO to show their need for a solution.
We then begin to outline all the pre-show and post-show tactics that we implemented to help them tackle their challenge and earn them more demo sign ups. Landing page screenshots and other various graphics help readers visualize what we were able to do.
Toward the end of the case study, we highlight the impact of our efforts, calling out some of the major statistics.
Highlight Your Past Successes to Attract Future Business
Each of these case study examples does an excellent job of outlining the challenges, solutions, and results provided. If you are building a portfolio of case studies, use these excellent examples for inspiration and format.
Once you master the art of the case study, you’ll find it’s packed with marketing power, giving you a huge ROI for the time you put into creating it.
If your leads have been falling off in the decision phase, a marketing case study may be just what you need.
Case studies are a powerful tool in your content marketing arsenal, so why not create one today? Click below to create your very own case study!

General FAQ
What is a case study.
Case studies are narratives that feature real-world situations or uses of products or services to demonstrate their value. A well-written case study will follow a customer as they define a problem, determine a solution, implement it, and reap the benefits.
The more to-the-point you can be in a case study, the better. Case Studies typically range from 500 words to 1,500 words depending on what's getting highlighted.
What Format Should My Case Study Be In?
Typically, a case study contains an introduction, a challenge, a solution, a benefit, and a result.
Why are Case Studies Important?
Case studies allow businesses to showcase how their product or service has been implemented successfully by their customers. It allows businesses to show how their product/service is actually used and the impact that it can have.

Baylor Cherry
Baylor is an inbound specialist for Bluleadz. As a native Floridian, she enjoys soaking up the Florida sun, buying clothes she can’t afford, and dreaming about one day owning a dachshund.
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Writing A Case Study
Case Study Examples

20+ Unique Case Study Examples in 2023
16 min read
Published on: Jun 26, 2019
Last updated on: Feb 28, 2023

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Many students face challenges when writing a case study.
Most people don't realize that there are specific guidelines to follow when writing a case study. If you don't know where to start, it's easy to get overwhelmed and give up before you even begin.
Don't worry! Let us help you out!
We've collected over 20+ free case study examples with solutions from top industry experts. These samples with solutions will help you win over your panel and score high marks on your case studies.
So, what are you waiting for? Let's dive in and learn the secrets to writing a successful case study.
What is a Case Study?
A case study is a research method used to study a particular individual, group, or situation in depth. It involves analyzing and interpreting data from a variety of sources to gain insight into the subject being studied.
Case studies are commonly used in fields such as psychology, business, and education to understand complex issues and develop solutions. They typically include detailed descriptions of the subject, background information, and an analysis of the key issues involved.
The goal of a case study is to provide a comprehensive understanding of the subject, as well as to identify potential solutions or recommendations.

Paper Due? Why Suffer? That's our Job!
How Long Should a Case Study Be?
What you need to include in your story will depend on the type of discipline. For example, a kitchen remodeling company could tell its entire story with pictures. Whereas this approach may not be suitable for a software invoicing solution.
Consider this pro advice while crafting your case study:
- Most sources indicate that it should consist of 500-1500 words.
- To ensure that your message is concise and crystal clear, add a brief snapshot section of 100 words or less.
Want to understand the basics of the case study? Click right here to learn: Case study
What Is a Marketing Case Study?
This type of case study focuses on a particular marketing challenge or problem. It analyzes the strategies used to overcome the challenge and achieve a successful outcome.
Marketing case studies can be used to showcase effective marketing tactics, as well as to learn from failures and avoid common pitfalls. They often include details about the target audience, marketing channels used, and metrics to measure success.
Marketing case studies are commonly used in business courses to help students understand marketing challenges and develop strategies.
Marketing Case Study Examples
Marketing case studies are real-life stories that showcase how a business solved a problem. They often discuss how a business achieved a goal using a specific marketing strategy or tactic.
They typically describe a challenge faced by a business, the solution implemented, and the results achieved.
The purpose of a marketing case study is to demonstrate a business's expertise and ability to solve problems. This is done to show their potential to customers.
Here are some examples that show how companies use case studies as a means of marketing and promotion:
1- "Chevrolet Discover the Unexpected" by Carol H. Williams
This case study explores Chevrolet's DTU Journalism Fellows program. The case study uses the initials "DTU" to generate interest and encourage readers to learn more. There are multiple types of media such as images and videos used to explain the challenges faced. The case study concludes with an overview of the achievements that were met:
Key points from the case study include:
- Using a well-known brand name in the title can create interest.
- Combining different media types, such as headings, images, and videos, can help engage readers and make the content more memorable.
- Providing a summary of the key achievements at the end of the case study can help readers better understand the project's impact.
2- “The Met” by Fantasy
Fantasy's case study for the Metropolitan Museum of Art, titled "The Met," provides a clear and simple showcase of the museum's website redesign. The case study emphasizes the features and interface of the website by showcasing each section of the interface individually, allowing the readers to concentrate on the significant elements.
For those who prefer text, each feature includes an objective description. The case study also includes a "Contact Us" call-to-action at the bottom of the page, inviting visitors to get in touch with the company.
Key points from this case study include:
- Keeping the case study simple and clean can help readers focus on the most important aspects.
- Presenting the features and solutions with a visual showcase can be more effective than writing a lot of text.
- Including a clear call-to-action at the end of the case study can encourage visitors to contact the company for more information.
3- "In-Depth Performance Marketing Case Study," by Switch
This impressive case study presented by an international marketing agency, Switch, effectively communicates its client's success without revealing their name. To keep non-marketers in the loop, Switch includes a glossary of terms. The case study is presented in a fourteen-page PDF that's easy to skim, featuring big fonts and white space. Each page covers a different strategy, making it easy to navigate.
To provide readers with an overview of the client's requirements and reasons for approaching Switch, the Switch case study employs titles such as "Scenario," "Approach," and "In-Depth Performance Marketing Case Study" at a higher level. The PDF also features a CTA page and contact information for prospective clients.
Key points from the Switch case study:
- Include a glossary of terms to make specialized information accessible to non-specialists.
- Make your case study easy to navigate by using titles and separating sections.
- Close with a CTA page and include contact information for prospective clients.
4- “Better Experiences for All” by Herman Miller
Herman Miller's minimalist approach to furniture design translates to their case study page for a Dubai hospital. The page features a captivating video with closed-captioning and expandable text for accessibility.
The case study presents a wealth of information in a concise format, enabling users to comprehend the intricacies of the strategy with ease. It concludes with a client testimonial and a list of furniture items purchased from the brand.
Key points from the case study:
- Make sure your case study is user-friendly by including accessibility features like closed captioning and expandable text.
- Include a list of products that were used in the project to guide potential customers.
5- “NetApp” by Evisort
The NetApp case study by Evisort is an excellent example of an informative, thorough, and compelling case study. Evisort starts off the case study with an at-a-glance overview of the client, NetApp. This approach helps to focus the attention on the client rather than the company or team.
The case study features client quotes and delves into the obstacles that NetApp encountered during the COVID pandemic. By highlighting how its services helped NetApp during tough times, Evisort demonstrates its value as a partner to their clients.
To make the case study accessible in a wider variety of formats, Evisort provides access to download their study in PDF format. This is an important consideration for making the case study easy to share and reference.
Key points from the Evisort example:
- Provide an overview of the company in the client’s words and put focus on the customer.
- Highlight how your services can help clients during challenging times.
- Make your case study accessible by providing it in various formats.
6- "Red Sox Season Campaign," by CTP Boston
The case study for the Red Sox Season Campaign by CTP Boston showcases a perfect blend of different media, such as video, text, and images. Upon visiting the page, the video plays automatically, and as you scroll, you'll find more videos featuring Red Sox players, social media images, and print ads that can be enlarged with a click.
The page features a clean and cohesive design that is visually appealing and invites viewers to appreciate CTP's well-rounded campaign for Boston's beloved baseball team. At the bottom, the page includes a call-to-action that encourages viewers to learn how CTP can create a similar campaign for their own brand.
Key points to take away:
- Including a variety of media such as video, images, and text can make your case study more engaging and compelling.
- Include a call-to-action at the end of your study that encourages viewers to take the next step towards becoming a customer or prospect.
7- “Zapier Case Study” by Ryan Berg
Ryan Berg's SEO case study on Zapier is an excellent example of an explanatory case study that can be used for marketing purposes. The study provides a comprehensive breakdown of Zapier's SEO strategy and how they created over 25,000 unique landing pages to improve their search rankings for different search terms.
One of Zapier's key strategies involved targeting relevant long-tail keywords such as "app A + app B integration," which helped them generate significant organic traffic over the long term. By analyzing the success of industry leaders and breaking down their strategies, businesses can borrow their brand power and credibility.
Explanatory case studies like this one are particularly useful when clients are not comfortable with sharing detailed information about their growth tactics. Such case studies can demonstrate a company's expertise and credibility to potential clients, proving their ability to help them succeed in their industry.
- Targeting relevant long-tail keywords is an effective strategy for generating organic traffic.
- Analyzing the success of industry leaders can provide valuable insights for developing a successful strategy.
- Explanatory case studies can demonstrate a company's expertise and credibility to potential clients.
8- “Video Marketing Case Study” by L’Oréal and YouTube
The case study on L’Oréal and YouTube showcases the success of their video marketing campaign to launch a new product. The global marketing team members explain how they strategically used YouTube ads to achieve impressive results, including establishing the new product as the second-best in its category and generating 34% of all mass sales among online retailers.
The case study provides a detailed breakdown of the various stages of the campaign, from awareness to loyalty, highlighting the effective use of YouTube at each step. It serves as a great example of a third-person implementation case study that demonstrates the power of video marketing.
Key points for learning:
- Use YouTube ads strategically for different stages of a campaign, from awareness to loyalty.
- Effective use of video marketing can lead to impressive results, such as establishing a new product as a leading player in its category and generating significant sales.
- Third-person implementation case studies can showcase your expertise and the success of your marketing strategies to potential clients.
9- “Airbnd + Zendesk” by Zendesk
The case study by Zendesk, titled "Airbnb + Zendesk: building a powerful solution together" showcases a true partnership between Airbnb and Zendesk. The article begins with an intriguing opening statement, "Halfway around the globe is a place to stay with your name on it. At least for a weekend," and uses stunning photographs of beautiful Airbnb locations to captivate readers.
Instead of solely highlighting Zendesk's product, the case study is crafted to tell a good story and highlight Airbnb's service in detail. This strategy makes the case study more authentic and relatable.
Key points to take away from this case study:
- Use client's offerings' images rather than just screenshots of your own product or service.
- To begin the case study, it is recommended to include a distinct call to action. For instance, Zendesk presents two alternatives, namely to initiate a trial or seek a solution.
10- “Influencer Marketing” by Trend and WarbyParker
The case study from Trend and Warby Parker highlights the potential of influencer marketing, even when working with a limited budget. The "Wearing Warby" campaign involved influencers wearing Warby Parker glasses during their daily activities, providing a glimpse of the brand's products in use.
This strategy helped to make the brand more relatable to the influencers' followers. Although the case study does not delve deeply into the tactics used, it demonstrates the effectiveness of third-person case studies in showcasing the results of a campaign.
- Influencer marketing can be effective even with a limited budget.
- Showcasing products being used in everyday life can make a brand more approachable and relatable.
- Third-person case studies can be useful in highlighting the success of a campaign.
Marketing Case Study
Marketing Case Study Templates
Struggling to understand the correct case study format ? Check this case study format guide and perfect structure your case study today.
Business Case Study Examples
A business case study examines a business’s specific challenge or goal and how it should be solved. Business case studies usually focus on a number of details related to the initial challenge and proposed solution.
To help you out, here are some samples of business case studies.
Here are some more business case study examples:
Business Case Study on How Social Media led to Potential Customer Loss
Business Case Study Template on the Two Sides of Blog Posts In 2023
Typically, a business case study discovers one of your customer's stories and how you solved a problem for them. It will allow your prospects to see how your solutions address their needs.
Sales Case Study Examples
Case studies are important tools for sales teams to learn from in order to improve their own performance. By examining sales successes, teams can gain insights into effective strategies and create action plans to employ similar tactics.
By researching case studies of successful sales campaigns, sales teams can more accurately identify challenges and develop solutions.
Interview Case Study Examples
When seeking to answer complex questions, case studies are an invaluable tool. This type of analysis dives deeply into a specific subject, taking a close look at factors like demographics .
So, interview case studies provide businesses with invaluable information. This data allows them to make informed decisions related to certain markets or subjects.
Interview case study PDF
Remember:
Successful interviews provide a snapshot of individuals' perspectives. This helps inform businesses seeking to expand their services or create better products for their target audience.
Watch this video to learn the correct analysis of a business case study.
Case Study Examples Medical
Medical case studies are an essential part of medical education. They help students to understand how to diagnose and treat patients.
Here are some medical case study examples pdf to help you.
Medical Case Study Example
Nursing Case Study Examples
Want to understand the various types of case studies? Check out our types of case study blog to select the perfect type.
Case Study Examples Psychology
Case studies are a great way of investigating individuals with psychological abnormalities. This is why a case study is a very common assignment in psychology courses. By examining all the aspects of your subject’s life, you discover the possible causes of exhibiting such behavior.
For your help, here are some interesting psychology case study examples:
Psychology Case Study Examples PDF
Mental Health Patient Case Study Examples
Case Study Examples for Students In Daily Life
Case studies are a common requirement for students in various courses. But writing them can be tough, especially if you’re new to them. That's why we've gathered some examples from different fields that you may use as a guide.
Here are some of the examples that can help you write yours:
Software Engineering Case Study Sample
Qualitative Research Case Study Sample
Software Quality Assurance Case Study
Social Work Case Study Sample
Ethical Case Study PDF
Case Study Examples PDF
These examples can guide you on how to structure and format your own case studies.
Now that you have read multiple case study examples, hop on to our tips.
Tips to Write a Good Case Study
Here are some note-worthy tips to craft a winning case study
- Define the purpose of the case study This will help you to focus on the most important aspects of the case. The case study objective helps to ensure that your finished product is concise and to the point.
- Choose a real-life example. One of the best ways to write a successful case study is to choose a real-life example. This will give your readers a chance to see how the concepts apply in a real-world setting.
- Keep it brief. This means that you should only include information that is directly relevant to your topic and avoid adding unnecessary details.
- Use strong evidence. To make your case study convincing, you will need to use strong evidence. This can include statistics, data from research studies, or quotes from experts in the field.
- Edit and proofread your work. Before you submit your case study, be sure to edit and proofread your work carefully. This will help to ensure that there are no errors and that your paper is clear and concise.
There you go!
All about case study examples at your fingertips! We are sure that by now you have all the key essential guidelines of various case studies with samples. So grab your pen and start crafting a winning case study right away!
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Barbara P (Literature, Marketing)
Dr. Barbara is a highly experienced writer and author who holds a Ph.D. degree in public health from an Ivy League school. She has worked in the medical field for many years, conducting extensive research on various health topics. Her writing has been featured in several top-tier publications.
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13 Brilliant Case Study Examples To Be Inspired By

Lead generation is complex, which means that your best bet is to have multiple touchpoints on different channels designed to capture as many leads as possible.
While you’re setting up your lead generation funnel , remember that you need to have different touchpoints on your site itself, too. It’s not enough, after all, that they’ve landed on your site on their own; you need to convince them to convert as a lead or even as a customer once they’re there.
Case studies can help with this, giving you a chance to prove what kind of results your brand, product, or service can offer to real clients. You can back up what you’re promising, and show the how, what, who, and why questions that customers may have. They can help generate more leads and accelerate revenue quickly.
We’ve got some great resources on how to get the information on how to conduct great case study interviews and what makes case studies valuable , but today we’re going to look at 13 individual and diverse case study examples. These examples all do something exceptional and approach their case studies a little differently, but they all have outstanding final results.
Ready to get inspired? Let’s get started.
1. Strands Retail
Strands Retail sells personalization and product recommendation software to eCommerce brands. Their case study below features the work they did for mega-brand Chewy.

Featuring this particular client was smart. Chewy is highly regarded for the exceptional customer service experiences they provide, so linking themselves to the brand is a good move. It’s also a massive company, and since the case study focuses on the fact that Chewy needed a solution that scaled with their brand, it gives them outstanding credibility in terms of the potential to serve enterprise-grade clients.
The case study is visually solid and well-designed, too. Since not all leads want to read the details and just want a few quick stats, featuring a few impressive key stats at the top in contrasting colors or with graphics (which they do here) can get the point across quickly and really exemplify how beneficial the product was.
2. AdEspresso
Want to turn your case study into a lead magnet? This case study example from AdEspresso is an excellent demonstration of how to use case studies not only to pique users’ but to actually convert them to leads.

Here’s how it works:
- People go to the case study part of the site, find it through organic search, or are referred there by email, paid social ads, or blog posts
- They read the title and the description, which mentions the company name, what was accomplished, a brief explanation of how (here, it’s split testing, targeting new and existing audiences, and AdEspresso)
- The description gives a concrete result–“GlobeIn doubled its revenue”
- They encourage users to download the PDF
While most of the case studies that we’re looking at are published on their brands’ sites, this one works as a lead magnet. When users click the “Download PDF” CTA, they’re taken to a landing page with a lead form.

The landing page touches more on what results were achieved, but still requires users to download the PDF to find out exactly which strategies were used. This works because the case study isn’t just stating “our tool gets more results,” it also offers strategic insights similar to a blog post that readers can leverage to improve their own campaigns.
If you create case studies that get strategic and are heavily content-based instead of just sharing results, they can act as a different kind of touchpoint in the digital sales funnel.
3. Freshbooks
Most businesses have multiple different buyer personas and audience segments that they’re targeting at any given point in time. When you want your case studies to really be effective, publishing diverse content that really speaks to each of those segments is crucial.
Freshbooks ’ case study examples really showcase how you can do that well. Their case studies feature brief customer stories from “relatable” small businesses (aka not mega CEOs of Fortune 500 companies, who are not Freshbook’s core Facebook target audience) talking about how their business used the tools to benefit.
You can see the different personas represented here. One is an agency that wanted to scale quickly; one case study example featured a growing franchise. Another was for a small business that needed help with tax prep, and the last pictured here is a freelancer who uses the invoicing software’s time tracking features to measure productivity and assess rates.

These are four very different types of businesses, and it shows potential leads in each audience segment that there’s a reason they should use this tool. By highlighting different use cases, it can increase lead generation for all high-value audiences by appealing to their specific needs instead of just highlighting general stories that would appeal to all.
4. Disruptive Digital
Disruptive Digital is a paid social agency while a high-level holistic approach to advertising. Instead of looking at “general best practices” that you could find on ten other blogs in five seconds or less, they offer strategic insights that showcases how they really get their customers result. They make case study examples a central part of a large number of their blog posts.

They’ll write a blog post about a high-level topic like “how to calculate your target ROAS,” and then show a case study with real client data to walk you through the process. This is more powerful than hypotheticals when you’re talking about data-driven PPC campaigns, and they always use it to back up their arguments as well as teach a strategy.
While these case study examples aren’t on a dedicated landing page, they work by appealing to users more towards the top of the funnel. It helps to build trust and establish credibility early while setting their blog posts apart. It’s good for their content marketing and lead generation efforts.
5. CoSchedule
CoSchedule is a well-known SaaS content and social media planning and organization tool, and their case studies are phenomenal.
They do a few things well. The first is by featuring different types of clients in their case studies. In the case study example below, they’re showcasing not a brand, but a University alumni group.
Their formatting is also great. The first thing you see is “This 5-Person Marketing Team Managed 12x More Work While Working Remotely” in bright blue across the top of the page. They’ve also got a quick-reference, quick-facts bar on the side of the case study that lists the brand name, the brand’s site, the industry, company size, and marketing team size. Here, you can download a PDF of the case study, and immediately under there is a CTA to request a demo (also in blue, ideally to have the eye go from the headline to the CTA).

The case study itself is well written, and you can read the full study here . It breaks things down by sharing the challenge, the solution, and the results. As you can see below, they have a graph in bright colors to showcase exactly how impactful those results were, with the results in bolded text underneath it. They finish it off with a quote from a key team member to really drive it home.

As far as case study examples go, this one is pretty perfect. The design is excellent, with quick-reference data, important facts highlighted, great design elements to draw the users’ eye and attention where you want it, and a customer quote. They also have a strong CTA to get in touch, which can get the process moving quickly, or the option to download the case study (turning it into valuable content and a lead magnet) if the customer chooses.
6. ONESOURCE
ONESOURCE is a tax preparation product from Thomas Reuter’s, and the site features the below case study of The Cheesecake Factory—a major American brand—to help showcase value and generate sales.

As far as design goes, this case study is clean, organized, and condensed. It’s like a digital brochure, with all the information cleanly broken down into bullet points, key quotes and statements, and subheadings.
They share only the core information that’s needed (including what products were used, what was accomplished, and data about the Cheesecake factory’s tax department) and nothing that isn’t. It’s to the point and highly effective.
Slack is one of the most popular instant communication chat tools available right now, and especially after everyone had to work from home during the pandemic, we’re guessing a large number of readers are familiar with the platform.
Their case studies are, as you’d expect, strong and well-written. They’re longer and read almost more like a story-driven blog post than studies like CoSchedule’s fast-facts, brief-and-to-the-point content. But this works for this brand; storytelling is powerful, after all, and it’s memorable and relatable.

In this case study, they use storytelling to really highlight the company’s pain points, focusing on how shopping habits changed and impacted businesses during COVID-19. They focus on Shipt, a grocery-delivery company that was thrust into high demand quickly.
The case study talked about how Shipt had been using Slack for years, but how they really embraced advanced features and integrations during COVID to get the most out of the platform. They then share how the company uses it, and share data and statistics about usage.
There’s a quote from the director of IT in there, too, to stress the importance, and you’ll see they have a “quick facts” tab on the side with a powerful quote that highlights the value, key integrations that were featured, and a CTA to both contact the sales team and to try Slack for free.

They have a full page of case studies available, all of which state what Slack helped accomplish in a storytelling format as opposed to going hard with the data upfront. This feels more casual, but is just as powerful.
8. Culture Amp
We’re going meta. We just looked at case study examples from Slack, and now we’re going to look at a case study example about Slack.
Culture Amp helps brands maintain and facilitate their desired communication culture through feedback and communication response.

This case study features my favorite quick facts tab, sharing the brand name featured in the case study, a sentence each about the challenge, solution, and result. And there is, of course, that “request demo” CTA.
The case study does a few things that you don’t see a lot. They introduce two of the key figures in the Slack department who worked directly with Culture Amp, giving it a more personal touch and adding more credibility to the study.
It’s also well-written and engaging to read. Sentences like “Company culture is Slack’s North Star” aren’t your standard technical and almost clinical “just the facts, ma’am” approach to case studies. The case study is longer than some others, but the creative writing can keep you hooked, and it thoroughly explains how the single brand used the product and services to excel.
9. KlientBoost
We’ve already looked at one case study from a marketing agency, but the way KlientBoost has their case studies set up, it’s well worth taking a look at another.
Their numerous case studies are found under the “Results” tab on their site, making them all readily visible and easy to locate. It also increases the odds that users will stumble across the case studies on their own, even if they weren’t intentionally looking for them.
And one thing worth noting: They’ve got a sorting feature to “show me clients who” meet certain qualities like “are worth billions, “got acquired,” “have small budgets,” and “have crazy complex offerings.”
This is an easy way to tell all of their potential clients that “yes, we take clients like you and get results!” while making it simple for them to find proof.

The case study itself is of course well-written and designed, too. You’ve got a bold, color-contrasting header at the top in large text that lays out core benefits (x results in just three months), with more detailed results visible on the side.

They also break down the different advanced advertising features they used, a customer quote, and an image of what the ads looked like to bring the whole thing together. This shows prospective clients exactly what they can expect when working with the agency, and it builds a massive amount of trust.
10. Omnivore
Omnivore.io is a menu management tool designed specifically for restaurants that integrate with other tools to streamline the guest experience.
The content we’re going to look at is a great example of case study creation for hyper-niche industries that have specific needs.
It’s presented as a standard blog post, but the H1 title says exactly what benefits the company achieved, and they still have a “more seating options, more problems” header to present the challenge in a creative way.

They then explain how the TableUp app works with Omnivore’s tech and other integrations to be able to offer additional services to customers like adding their party to a restaurant’s waitlist, joining email lists for points, making to-go orders, and more.

They also shared an example of how a real client (Budweiser) used the feature, and included a blurb about the integrating tool.
You’ll notice that this case study looks a little different from others that we’ve looked at. It doesn’t have a lot of hard numbers or super detailed examples, but it works because it showcases a specific integration and details specific uses.
This is, in many cases, going to be an audience focused on use case value more than just statistics; if the tool can do what’s needed, that’s what they’re going to care most about. So this formatting works.
11. Pepperi
We’re on a food-themed case study roll right now! Next, we’re going to look at a case study of how Chex Finer Foods worked with the Pepperi omnichannel B2B Commerce.
This case study is long . It’s much longer than the others that we’re looking at, with 6 total pages of content (though some are heavily dominated by images). See the entire case study by clicking above.
Here’s why it works though: They keep the “Challenges” brief and the client breakdown visible right upfront to show users why they should care.

The solutions section is also brief, explaining how Pepperi solved the company’s challenges. That all happens within the first page of the case study.

The rest of the study has five pages that look like this, showing visuals that highlight the exact product that users received when working with Pepperi. There’s no hypothetical mock-up; you get to see the mobile app, the site, the home page here. Other pages show how search results work for brands with extensive inventories, along with features like analytics, multi-product views, and more.

For customers who really want to understand what they’re getting and why they should choose this particular service, there’s no doubt. They can see what the interface looks like, and what real clients’ platforms offer.
12. DOTVOX
DOTVOX sells hosted VoIP business lines to their clients.
There are a few reasons I really liked this particular case study.
First, they do a great job showcasing how their specific technology can benefit a specific type of client: a multi-site company that needs help with business communications. This is niche enough that some other tools may not be able to help (or that may be a concern that some customers have).

They also focused the case study on a business in the financial industry, letting other clients in that niche know that they offer secure communication options suited for banks, mortgage lenders, and more. These are high-value clients, so it’s a solid choice.
Later on in the case study, they break down the individual results, services, and solutions achieved. The “Feature-rich” part is my favorite; they detail unique features that other tools may not offer and explain briefly how they work.

Potential leads reading this can get a good idea of what’s possible.
13. PortaFab
Last but not least, we’ve got this case study from PortaFab .
The reason I really wanted to look at this particular case study is that it’s not selling a service or a SaaS tool; it’s a physical product being sold to businesses. That automatically changes things up a bit.
They, of course, have a brief overview of what the project entailed, but it’s organized a bit differently. They featured the challenge on the right side of the case study and the project overview and benefits provided on the left.

Underneath this, however, they’ve got their solution featured, along with an extensive photo gallery showing the finished project.

Allowing customers to easily visualize the end result is important for physical goods, so this was a smart call.
Final Thoughts
Case studies can be powerful tools used to generate and convert leads, boosting your overall revenue. And as you can see above, there’s no one-size-fits-all requirement for what an effective case study looks like, or even where it should appear on your website . Take some time to think about what information you want to present and how it would be most effectively portrayed to your leads. This is a good starting point, and make sure to remember to get your design team’s input, too, so it looks and reads well.
Ready to get more conversions from the case studies you’re creating? Make sure your sales team is ready to nurture incoming leads with lead scoring! Book your free demo of Breadcrumbs today.
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Case Studies
- Ethnic Groups in America
- Gender Roles
- Race and Ethnicity
- Sex Education
- Sex and Sexuality
- Sexuality in America
- Age and Religion
- Contemporary Religion
- Economic Development and Religion
- Ethnicity and Religion Sociology
- Fundamentalism
- Gender and Religion
- New Age Movements
- Religious Movements
- Religious Organisation
- Science and Religion
- Secularisation UK
- Social Change And Religion
- Social Class and Religion
- Social Groups And Religion
- Society and Religion
- Sociological Theories of Religion
- Types of Religion
- Age and Crime
- Contemporary Crime
- Crime Prevention
- Crime and Society
- Criminal Justice System
- Criminal Punishment
- Data on Crime
- Ethnicity and Crime
- Functionalist Theories of Crime
- Gender and Crime
- Globalisation and Crime
- Green Crimes
- Interactionism Crime
- Marxist Theories of Crime
- Media and Crime
- Police Crime Statistics
- Social Class and Crime
- Social Distribution of Crime
- Sociological Theories of Crime
- State Crimes
- Victimisation
- Concept of Culture
- Consumption Identity
- Ethnic Identity
- Gender Sociology
- Globalisation in Sociology
- Mass Culture
- Social Identity
- Socialisation
- Socialisation and Identity
- Theories of Socialisation
- Workplace Identity
- Education System
- Educational Achievement
- Educational Equality
- Educational Policies
- Feminist Theory of Education
- Functionalist Theory of Education
- Government Education Policies
- Marketisation of Education
- Marxist Theory of Education
- New Right View on Education
- Privatisation of Education
- School Subcultures
- Teacher Student Relationships
- Birth Rates
- Changing Patterns
- Changing Patterns of Divorce Sociology
- Child-Bearing
- Childhood As A Social Construct
- Children and Childhood
- Cultural Differences in Childhood
- Death Rates
- Demographic Trends UK
- Family Diversity
- Feminist Perspective on the Family
- Functionalist Perspectives on the Family
- LAT Relationships
- Lone Parenthood
- Marriage in Sociology
- Marxist Perspectives on the Family
- Migration and Globalisation Sociology
- New Right View of the Family
- Postmodernist Perspective on The Family
- Sociological Perspectives of Childhood
- Sociology of Personal Life
- The Ageing Population
- The Symmetrical Family
- Albert Cohen
- Auguste Comte
- C. Wright Mills
- Charles Cooley
- Davis and Moore
- George H. Mead
- George Murdock
- Harriet Martineau
- Herbert Spencer
- Howard Becker
- Jeffrey Weeks
- Louis Althusser
- Michel Foucault
- Nancy Chodorow
- Pierre Bourdieu
- Robert K. Merton
- Stuart Hall
- Talcott Parsons
- Ulrich Beck
- W. E. B. Du Bois
- Demographic Change
- Dependency Theory
- Development
- Environmental Impacts of Development
- Global Health and Development
- Global Inequality
- Global Organisations
- Globalisation and Employment
- Industrialisation
- International Development Theories
- International Organisations
- Modernisation Theory
- Non-governmental Organisations
- Post Development Theory
- The Developing World
- Transnational Corporations
- Urbanisation
- War and Conflict
- Global Health Industry
- Inequalities in Healthcare
- Mental Illness as a Social Construct
- National Health Service
- Social Construction of Health and Illness
- Sociology of Mental Health
- The Social Determinants of Health
- Content Analysis in Sociology
- Data Analysis Sociology
- Ethics in Sociological Research
- Longitudinal Study Sociology
- Positivism and Interpretivism
- Primary Research
- Sampling in Sociology
- Secondary Research
- Access To Technology
- American Values
- Capitalism vs Socialism
- Conflict Theory Culture
- Construction of Social Reality
- Cultural Change
- Digital Age
- Economy as an Institution
- Forms of Government
- Global Education
- Government as an institution
- Issues With Technology
- Net Neutrality
- Online Privacy
- Poverty in the US
- Power and Authority
- Racial Politics
- Religion in US
- Social Change
- Social Movements
- Social Movements and Social Change
- Social Networking
- Symbolic Interactionism
- The Stages of The Family Life Cycle
- Theories of Aging
- Types of Societies
- Value of Education
- What is Society?
- World Religions
- Bureaucracies
- Social Groups
- Intergroup Conflict
- Life Chances
- Significance Of Social Class
- Standard of Living
- What Is Power
- Classical Sociology Theorists
- Consensus vs Conflict Theory
- Education in UK
- Evaluation of Feminism
- Evaluation of Functionalism
- Evaluation of Marxism
- Karl Marx Sociology
- Key Sociological Concepts
- Max Weber Sociology
- What is Sociology
- Émile Durkheim Sociology
- Education and the State
- Ethnicity and Education
- Formal and Informal Education
- Gender and Education
- Social Class and Education
- Changes in Family Structures
- Conjugal Roles
- Contemporary Family Issues
- Families Around the World
- Family Types in the UK
- Age Discrimination
- Defining and Measuring Social Class
- Dimensions of Inequality
- Disability Discrimination
- Ethnic Inequality
- Gender Inequality
- Global Stratification
- Social Class Inequality
- Social Mobility
- Social Stratification Theories
- Socioeconomic Classification
- Ethnic Stereotypes in Media
- Global Media
- Media Audiences
- Media Representations
- Media Representations and Audiences
- Media Sociology
- Media Theories
- News Selection and Presentation
- Representation of Age in the Media
- Representation of Gender in the Media
- Representation of Social Class In The Media
- American Sociological Association
- Ethnography
- Experiments
- Field Research
- Founders of Sociology
- Functionalism
- Interpretivism
- Longitudinal Studies
- Observation
- Official Statistics
- Postmodernism
- Questionnaire
- Research Considerations
- Research Design
- Social Action Theory
- Social Policy
- Sociological Imagination
- Sociological Research Methods
- Sociological Theories
- Sociology as a Science
- Sources of Data
- Types of Data
- Value Neutrality
- Values in Research
- What is the Study of Sociology?
- Causes of Poverty
- Consequences of Poverty
- Distribution of Wealth, Poverty, and Income in the UK
- Functionalist Theory of Labour
- Impact of Technology on Labour
- Labour Process
- Marxist Theory of Labour
- Poverty and Wealth
- Theoretical Approaches to Welfare Providers
- Types of Poverty
- Welfare Policy
- Work and Worklessness
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Imagine it's your birthday and you come home to find your family has bought you your favourite cake, as they do every year.
Now imagine that your neighbour, on their birthday, cuts into a large apple pie instead of a cake. Everyone on your street gets cakes on their birthday except this one neighbour. This intrigues you and you start researching this unusual tradition. Why not a birthday cake? Is there some cultural or historical significance behind celebrating with a pie? If so, why is it an apple pie? Would having a cherry pie, for example, hold the same meaning?
The point of this (seemingly random) scenario is to understand why researchers may choose to use case studies in their research. To give you a good understanding of case studies, we will be looking at:
- In this explanation, we will explore the definition of case study research
- Next, we'll go over a description of how case studies are used
- After this, we'll explore the methodology of case studies
- Then, we'll take a look at some examples of case studies
- Finally, we'll take a look at the advantages and disadvantages of the case study method in sociology
Definition of case study research
Case studies are a research method sometimes used by sociologists. Research that takes the form of a case study can also be called a case study design. Let's examine the definition of a case study.
- Case studies are in-depth investigations focused on an individual person, group, community, organisation, situation, or event.
Description of case studies
Case studies are used in a wide range of academic research areas. For instance, they can be used to study the intricacies of a particular medical phenomenon or to investigate a certain historical event.
In social research, such as in sociology, case studies are a good way to investigate social phenomena or to understand how certain processes and groups within society operate.
A researcher could study the details of a serial killer's deviance (focusing on one individual) or explore the integration of asylum seekers and refugees in a particular neighbourhood (focusing on a specific group of people).
Let's consider some common features or characteristics of case studies.
Methodology of case studies
Case studies can use methodological pluralism (using a wide range of research methods) to achieve triangulation (cross-checking of data to increase validity).
Due to the use of methodological pluralism, case studies can produce both quantitative and qualitative data.
Case studies can sometimes also be longitudinal studies (researchers studying the data at regular intervals over a long period of time).
The sample of the case study (the person, group, event, etc that is being studied) is often chosen because they are unique or exceptional in some way, and researchers want to learn more. For instance, researchers may choose to study a group of 15 delinquent children in a certain school because they deviate from behavioural norms.
Data found from case studies can be used to formulate new social theories or to test the validity of existing theories.
Check out Longitudinal Studies for more information.
Because case studies have a narrow focus , they are not used to make wider claims about populations. However, although the focus is narrow, the scope of the project can be very extensive, e.g. if a researcher is studying a person's social development throughout childhood and adolescence.
Using case studies with other research methods
Case studies can be used to follow up on a survey to provide more depth to the investigation. A case study can also precede a survey to establish whether a phenomenon merits further research.
Methodological pluralism in case studies
Researchers can use methodological pluralism in case studies to obtain a wide range of data using a wide range of research methods. Although the research methods used vary from case to case, they may include the following:
Questionnaires
Observations
Examining videos and photos
Studying documents such as historical records or letters
Examples of case studies
Case studies are relevant not only to sociology but to many different fields, including history, politics, economics, law, and the media . Some well-known examples of case studies include research on:
A community
Karen O'Reilly's (2000) and Michaela Benson's (2011) research of expatriate Briton communities in Costa del Sol, Spain. They examined groups of British people in Spain, who were notorious for being drunkards.
Researchers dove behind the stereotypes of British expatriates in Costa del Sol and studied their everyday experiences. They also studied expats' reasons for migrating to Spain and found complex accounts of expatriate life through interviews .
Stephen Ball's (1981) study into underperforming working-class students at Beachside Comprehensive examined in detail why working-class students were not performing well in school. Ball carried out participant observation at the school for three years. Upon observing two groups of students, he found there was some differentiation between students, which harmed working-class students' education.
An organisation
Simon Holdaway's (1982, 1983) study of police service, w hilst serving as a sergeant. Holdaway carried out a covert ethnographic study of police work in the London Metropolitan Police Service.
The study is considered ground-breaking. Holdaway is referred to by some sociologists as a police research pioneer.
Graham Allison's (1971) study of the Cuban Missile Crisis. He wrote the ' Essence of Decision: Explaining the Cuban Missile Crisis ', analysing the historical events of 1962.
It was used as a case study to study governmental and political decision-making in further detail. The book is well-known in the study of international relations.
Advantages and disadvantages of case study method in sociology
Gauging the suitability of a case study for a research project depends on several considerations.

Advantages of case studies
Interpretivist sociologists favour case studies because they generate detailed, qualitative data and bring in-depth insights to the investigation.
Case studies that use methodological pluralism are highly valid as they have achieved triangulation.
Researchers can gather both qualitative and quantitative data.
It is comparably cheaper to study a small sample compared to researching a large sample.
Disadvantages of case studies
Case studies are criticised by positivists for small and unrepresentative sample sizes, meaning that findings cannot be generalised to the wider population.
Positivists also state case studies are difficult to replicate because of the unique circumstances of each case study.
Researcher bias and influence may affect the validity of the findings.
It can still be expensive and time-consuming to carry out a case study.
Depending on the nature of the case study, there may be ethical concerns , especially around sensitive information.
Case Studies - Key takeaways
- Case studies can use methodological pluralism to achieve triangulation. Methodological pluralism in case studies can include using questionnaires, interviews , observations, photos, videos, and documents to carry out research.
- Although the focus of case studies is narrow, their scope is extensive.
- The advantages of case studies include in-depth qualitative data, high validity, and cheaper costs.
- The disadvantages of case studies include unrepresentative sample sizes, lack of generalisability and replicability, researcher bias, and cost. They can also be time-consuming and potentially unethical.
Frequently Asked Questions about Case Studies
--> what is a case study.
A case study is an in-depth investigation focused on an individual person, group, community, organisation, situation, or event.
--> What is the purpose of case study research?
Case studies are used in a wide range of academic research areas. For instance, they can be used to study the intricacies of a particular medical phenomenon or to investigate a certain historical event.
--> What is case study research?
Case study research is research obtained through the case study design. A case study design is a research method.
--> Why is the case study method used in sociology?
--> how do you write a case study.
To write a case study, one must choose a topic, pick a methodology, choose a sample, conduct the study, analyse their data, and write up their findings.
Final Case Studies Quiz
What are case studies?
Show answer
Case studies are in-depth investigations focused on an individual person, group, community, organisation, situation, or event.
Show question
Research that takes the form of a case study can also be called a _____.
Case study design
What is methodological pluralism?
Methodological pluralism is the use of a wide range of research methods.
Why do case studies use methodological pluralism?
To achieve triangulation.
Case studies can only produce qualitative data. True or false?
How can data from case studies be used?
Data found from case studies can be used to formulate new social theories of to test the validity of existing theories.
Case studies have a ____ focus but ____ scope.
Narrow, extensive.
A researcher wants to study 100 delinquent schoolchildren. Why might it not be a good idea to use a case study design?
Any of the following:
- the sample size is too large
- data collected may not be extensive
- costly and time-consuming
Which kind of sociologists favour case studies and why?
Interpretivist sociologists favour case studies because they generate detailed, qualitative data and bring in-depth insights into the investigation.
Case studies that use methodological pluralism are high in _____ as they have achieved triangulation.
It is often comparably cheaper to study a small sample compared to a large sample. True or false?
What kind of sociologists criticise case studies and why?
Case studies are criticised by positivists for small and unrepresentative sample sizes, meaning that findings cannot be generalised to the wider population.
According to positivists, why are case studies difficult to replicate?
Positivists state case studies are difficult to replicate because of the unique circumstances of each case study.
What can affect the validity of the findings of a case study?
Researcher bias and influence.
In sociology, what are case studies good for?
Case studies are a good way to investigate social phenomena or to understand how certain processes and groups within society operate.
- Social Stratification
- Beliefs in Society
- Social Relationships
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Using Case Studies to Teach

Why Use Cases?
Many students are more inductive than deductive reasoners, which means that they learn better from examples than from logical development starting with basic principles. The use of case studies can therefore be a very effective classroom technique.
Case studies are have long been used in business schools, law schools, medical schools and the social sciences, but they can be used in any discipline when instructors want students to explore how what they have learned applies to real world situations. Cases come in many formats, from a simple “What would you do in this situation?” question to a detailed description of a situation with accompanying data to analyze. Whether to use a simple scenario-type case or a complex detailed one depends on your course objectives.
Most case assignments require students to answer an open-ended question or develop a solution to an open-ended problem with multiple potential solutions. Requirements can range from a one-paragraph answer to a fully developed group action plan, proposal or decision.
Common Case Elements
Most “full-blown” cases have these common elements:
- A decision-maker who is grappling with some question or problem that needs to be solved.
- A description of the problem’s context (a law, an industry, a family).
- Supporting data, which can range from data tables to links to URLs, quoted statements or testimony, supporting documents, images, video, or audio.
Case assignments can be done individually or in teams so that the students can brainstorm solutions and share the work load.
The following discussion of this topic incorporates material presented by Robb Dixon of the School of Management and Rob Schadt of the School of Public Health at CEIT workshops. Professor Dixon also provided some written comments that the discussion incorporates.
Advantages to the use of case studies in class
A major advantage of teaching with case studies is that the students are actively engaged in figuring out the principles by abstracting from the examples. This develops their skills in:
- Problem solving
- Analytical tools, quantitative and/or qualitative, depending on the case
- Decision making in complex situations
- Coping with ambiguities
Guidelines for using case studies in class
In the most straightforward application, the presentation of the case study establishes a framework for analysis. It is helpful if the statement of the case provides enough information for the students to figure out solutions and then to identify how to apply those solutions in other similar situations. Instructors may choose to use several cases so that students can identify both the similarities and differences among the cases.
Depending on the course objectives, the instructor may encourage students to follow a systematic approach to their analysis. For example:
- What is the issue?
- What is the goal of the analysis?
- What is the context of the problem?
- What key facts should be considered?
- What alternatives are available to the decision-maker?
- What would you recommend — and why?
An innovative approach to case analysis might be to have students role-play the part of the people involved in the case. This not only actively engages students, but forces them to really understand the perspectives of the case characters. Videos or even field trips showing the venue in which the case is situated can help students to visualize the situation that they need to analyze.
Accompanying Readings
Case studies can be especially effective if they are paired with a reading assignment that introduces or explains a concept or analytical method that applies to the case. The amount of emphasis placed on the use of the reading during the case discussion depends on the complexity of the concept or method. If it is straightforward, the focus of the discussion can be placed on the use of the analytical results. If the method is more complex, the instructor may need to walk students through its application and the interpretation of the results.
Leading the Case Discussion and Evaluating Performance
Decision cases are more interesting than descriptive ones. In order to start the discussion in class, the instructor can start with an easy, noncontroversial question that all the students should be able to answer readily. However, some of the best case discussions start by forcing the students to take a stand. Some instructors will ask a student to do a formal “open” of the case, outlining his or her entire analysis. Others may choose to guide discussion with questions that move students from problem identification to solutions. A skilled instructor steers questions and discussion to keep the class on track and moving at a reasonable pace.
In order to motivate the students to complete the assignment before class as well as to stimulate attentiveness during the class, the instructor should grade the participation—quantity and especially quality—during the discussion of the case. This might be a simple check, check-plus, check-minus or zero. The instructor should involve as many students as possible. In order to engage all the students, the instructor can divide them into groups, give each group several minutes to discuss how to answer a question related to the case, and then ask a randomly selected person in each group to present the group’s answer and reasoning. Random selection can be accomplished through rolling of dice, shuffled index cards, each with one student’s name, a spinning wheel, etc.
Tips on the Penn State U. website: http://tlt.its.psu.edu/suggestions/cases/
If you are interested in using this technique in a science course, there is a good website on use of case studies in the sciences at the University of Buffalo.
Dunne, D. and Brooks, K. (2004) Teaching with Cases (Halifax, NS: Society for Teaching and Learning in Higher Education), ISBN 0-7703-8924-4 (Can be ordered at http://www.bookstore.uwo.ca/ at a cost of $15.00)

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