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100 Best Case Study Questions for Your Next Customer Spotlight
Published: November 29, 2022
Case studies and testimonials are helpful to have in your arsenal. But to build an effective library, you need to ask the right case study questions. You also need to know how to write a case study .
Case studies are customers' stories that your sales team can use to share relevant content with prospects . Not only that, but case studies help you earn a prospect's trust, show them what life would be like as your customer, and validate that your product or service works for your clients.
Before you start building your library of case studies, check out our list of 100 case study questions to ask your clients. With this helpful guide, you'll have the know-how to build your narrative using the " Problem-Agitate-Solve " Method.
What makes a good case study questionnaire?
The ultimate list of case study questions, how to ask your customer for a case study, creating an effective case study.
Certain key elements make up a good case study questionnaire.
A questionnaire should never feel like an interrogation. Instead, aim to structure your case study questions like a conversation. Some of the essential things that your questionnaire should cover include:
- The problem faced by the client before choosing your organization.
- Why they chose your company.
- How your product solved the problem clients faced.
- The measurable results of the service provided.
- Data and metrics that prove the success of your service or product, if possible.
You can adapt these considerations based on how your customers use your product and the specific answers or quotes that you want to receive.
What makes a good case study question?
A good case study question delivers a powerful message to leads in the decision stage of your prospective buyer's journey.
Since your client has agreed to participate in a case study, they're likely enthusiastic about the service you provide. Thus, a good case study question hands the reins over to the client and opens a conversation.
Try asking open-ended questions to encourage your client to talk about the excellent service or product you provide.
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Categories for the Best Case Study Questions
- Case study questions about the customer's business
- Case study questions about the environment before the purchase
- Case study questions about the decision process
- Case study questions about the customer's business case
- Case study questions about the buying team and internal advocates
- Case study questions about customer success
- Case study questions about product feedback
- Case study questions about willingness to make referrals
- Case study question to prompt quote-worthy feedback
- Case study questions about the customers' future goals
Case Study Interview Questions About the Customer's Business
Knowing the customer's business is an excellent way of setting the tone for a case study.
Use these questions to get some background information about the company and its business goals. This information can be used to introduce the business at the beginning of the case study — plus, future prospects might resonate with their stories and become leads for you.
- Would you give me a quick overview of [company]? This is an opportunity for the client to describe their business in their own words. You'll get useful background information and it's an easy prompt to get the client talking.
- Can you describe your role? This will give you a better idea of the responsibilities they are subject to.
- How do your role and team fit into the company and its goals? Knowing how the team functions to achieve company goals will help you formulate how your solution involves all stakeholders.
- How long has your company been in business? Getting this information will help the reader gauge if pain points are specific to a startup or new company vs. a veteran company.
- How many employees do you have? Another great descriptor for readers to have. They can compare the featured company size with their own.
- Is your company revenue available? If so, what is it? This will give your readers background information on the featured company's gross sales.
- Who is your target customer? Knowing who the target audience is will help you provide a better overview of their market for your case study readers.
- How does our product help your team or company achieve its objectives? This is one of the most important questions because it is the basis of the case study. Get specifics on how your product provided a solution for your client. You want to be able to say "X company implemented our solution and achieved Y. "
- How are our companies aligned (mission, strategy, culture, etc.)? If any attributes of your company's mission or culture appealed to the client, call it out.
How many people are on your team? What are their roles? This will help describe key players within the organization and their impact on the implementation of your solution.
Case Study Interview Questions About the Environment Before the Purchase
A good case study is designed to build trust. Ask clients to describe the tools and processes they used before your product or service. These kinds of case study questions will highlight the business' need they had to fulfill and appeal to future clients.
- What was your team's process prior to using our product? This will give the reader a baseline to compare the results for your company's product.
- Were there any costs associated with the process prior to using our product? Was it more expensive? Was it worth the cost? How did the product affect the client's bottom line? This will be a useful metric to disclose if your company saved the client money or was more cost-efficient.
- What were the major pain points of your process prior to using our product? Describe these obstacles in detail. You want the reader to get as much information on the problem as possible as it sets up the reasoning for why your company's solution was implemented.
- Did our product replace a similar tool or is this the first time your team is using a product like this? Were they using a similar product? If so, having this information may give readers a reason to choose your brand over the competition.
- What other challenges were you and your team experiencing prior to using our product? The more details you can give readers regarding the client's struggles, the better. You want to paint a full picture of the challenges the client faced and how your company resolved them.
- Were there any concerns about how your customers would be impacted by using our product? Getting answers to this question will illustrate to readers the client's concerns about switching to your service. Your readers may have similar concerns and reading how your client worked through this process will be helpful.
- Why didn't you buy our product or a similar product earlier? Have the client describe any hesitations they had using your product. Their concerns may be relatable to potential leads.
- Were there any "dealbreakers" involved in your decision to become a customer? Describing how your company was able to provide a solution that worked within those parameters demonstrates how accommodating your brand is and how you put the customer first. It's also great to illustrate any unique challenges the client had. This better explains their situation to the reader.
- Did you have to make any changes you weren't anticipating once you became a customer? Readers of your case study can learn how switching to your product came with some unexpected changes (good or bad) and how they navigated them. If you helped your client with troubleshooting, ask them to explain that here.
How has your perception of the product changed since you've become a customer? Get the interviewee to describe how your product changed how they do business. This includes how your product accomplished what they previously thought was impossible.
Case Study Interview Questions About the Decision Process
Readers of the case study will be interested in which factors influenced the decision-making process for the client. If they can relate to that process, there's a bigger chance they'll buy your product.
The answers to these questions will help potential customers through their decision-making process.
- How did you hear about our product? If the client chose to work with you based on a recommendation or another positive case study, include that. It will demonstrate that you are a trusted brand with an established reputation for delivering results.
- How long had you been looking for a solution to this problem? This will add to the reader's understanding of how these particular challenges impacted the company before choosing your product.
- Were you comparing alternative solutions? Which ones? This will demonstrate to readers that the client explored other options before choosing your company.
- Would you describe a few of the reasons you decided to buy our product? Ask the interviewee to describe why they chose your product over the competition and any benefits your company offered that made you stand out.
- What were the criteria you used when deciding to buy our product? This will give readers more background insight into the factors that impacted their decision-making process.
- Were there any high-level initiatives or goals that prompted the decision to buy? For example, was this decision motivated by a company-wide vision? Prompt your clients to discuss what lead to the decision to work with you and how you're the obvious choice.
- What was the buying process like? Did you notice anything exceptional or any points of friction? This is an opportunity for the client to comment on how seamless and easy you make the buying process. Get them to describe what went well from start to finish.
- How would you have changed the buying process, if at all? This is an opportunity for you to fine-tune your process to accommodate future buyers.
- Who on your team was involved in the buying process? This will give readers more background on the key players involved from executives to project managers. With this information, readers can see who they may potentially need to involve in the decision-making process on their teams.
Case Study Interview Questions About the Customer's Business Case
Your case study questions should ask about your product or solution's impact on the customer's employees, teams, metrics, and goals. These questions allow the client to praise the value of your service and tell others exactly what benefits they derived from it.
When readers review your product or service's impact on the client, it enforces the belief that the case study is credible.
- How long have you been using our product? This will help readers gauge how long it took to see results and your overall satisfaction with the product or service.
- How many different people at your company use our product? This will help readers gauge how they can adapt the product to their teams if similar in size.
- Are there multiple departments or teams using our product? This will demonstrate how great of an impact your product has made across departments.
- How do you and your team currently use the product? What types of goals or tasks are you using the product to accomplish? Get specifics on how the product actively helps the client achieve their goals.
- If other teams or departments are using our product, do you know how they're using it? With this information, leads can picture how they can use your product across their teams and how it may improve their workflow and metrics.
- What was the most obvious advantage you felt our product offered during the sales process? The interviewee should explain the benefits they've gained from using your product or service. This is important for convincing other leads you are better than the competition.
- Were there any other advantages you discovered after using the product more regularly? Your interviewee may have experienced some additional benefits from using your product. Have them describe in detail what these advantages are and how they've helped the company improve.
- Are there any metrics or KPIs you track with our product? What are they? The more numbers and data the client can provide, the better.
- Were you tracking any metrics prior to using our product? What were they? This will allow readers to get a clear, before-and-after comparison of using your product.
- How has our product impacted your core metrics? This is an opportunity for your clients to drive home how your product assisted them in hitting their metrics and goals.
Case Study Interview Questions About the Buying Team and Internal Advocates
See if there are any individuals at the customer's company who are advocates for your product.
- Are there any additional team members you consider to be advocates for our product? For example, does anyone stick out as a "power user" or product expert on your team? You may want to interview and include these power users in your case study as well. Consider asking them for tips on using your service or product.
- Is there anyone else on your team you think we should talk to? Again, the more people can share their experience using your product, the better.
- Are there any team members who you think might not be the biggest fans of our product or who might need more training? Providing extra support to those struggling with your product may improve their user experience and turn into an opportunity to not only learn about their obstacles but turn them into a product fan
- Would you share some details about how your team implemented our product? Get as much information as possible about the rollout. Hopefully, they'll gush about how seamless the process was.
- Who from your company was involved in implementing our product? This will give readers more insight into who needs to be involved for a successful rollout of their own.
- Were there any internal risks or additional costs involved with implementing our product? If so, how did you address them? This will give insight into the client's process and rollout and this case study question will likely provide tips on what potential leads should be on the lookout for.
- Is there a training process in place for your team's use of our product? If so, what does it look like? If your company provided support and training to the client, have them describe that experience.
- About how long does it take a new team member to get up to speed with our product? This will help leads determine how much time it will take to onboard an employee to your using your product. If a new user can quickly get started seamlessly, it bodes well for you.
- What was your main concern about rolling this product out to your company? Describing their challenges in detail will provide readers with useful insight.
- What have people been saying about our product since they started using it? Collect all the positive feedback you can to give your product more social proof.
Case Study Interview Questions About Customer Success
Has the customer found success with your product? Ask these questions to learn more.
- By using our product can you measure any reduced costs? If it has, you'll want to emphasize those savings in your case study.
- By using our product can you measure any improvements in productivity or time savings? Any metrics or specific stories your interviewee can provide will help demonstrate the value of your product.
- By using our product can you measure any increases in revenue or growth? Again, say it with numbers and data whenever possible.
- Are you likely to recommend our product to a friend or colleague? Recommendations from existing customers are some of the best marketing you can get.
- How has our product impacted your success? Your team's success? Getting the interviewee to describe how your product played an integral role in solving their challenges will show leads that they can also have success using your product.
- In the beginning, you had XYZ concerns; how do you feel about them now? Let them explain how working with your company eliminated those concerns.
- I noticed your team is currently doing XYZ with our product. Tell me more about how that helps your business. Illustrate to your readers how current customers are using your product to solve additional challenges. It will convey how versatile your product is.
- Have you thought about using our product for a new use case with your team or at your company? The more examples of use cases the client can provide, the better.
- How do you measure the value our product provides? Have the interviewee illustrate what metrics they use to gauge the product's success and how. Data is helpful, but you should go beyond the numbers. Maybe your product improved company morale and how teams work together.
- What will it take for you and your team to get the most value out of our product? This will help you dive deeper into how your client operates and how you can best assist them.
Case Study Interview Questions About Product Feedback
Ask the customer if they'd recommend your product to others. A strong recommendation will help potential clients be more open to purchasing your product.
- How do other companies in this industry solve the problems you had before you purchased our product? This will give you insight into how other companies may be functioning without your product and how you can assist them.
- Have you ever talked about our product to any of your clients or peers? What did you say? This can provide you with more leads and a chance to get a referral.
- Why would you recommend our product to a friend or client? Be sure they pinpoint which features they would highlight in a recommendation.
- Can you think of any use cases your customers might have for our product? Similar industries may have similar issues that need solutions. Your interviewee may be able to provide a use case you haven't come up with.
- What is your advice for other teams or companies who are tackling problems similar to those you had before you purchased our product? This is another opportunity for your client to talk up your product or service.
- Do you know someone in X industry who has similar problems to the ones you had prior to using our product? The client can make an introduction so you can interview them about their experience as well.
- I noticed you work with Company Y. Do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.
- Does your company participate in any partner or referral programs? Having a strong referral program will help you increase leads and improve customer retention.
- Can I send you a referral kit as a thank-you for making a referral and give you the tools to refer someone to us? This is a great strategy to request a referral while rewarding your existing customers.
- Are you interested in working with us to produce additional marketing content? The more opportunities you can showcase happy customers, the better.
Case Study Interview Questions About Willingness to Make Referrals
- How likely are you to recommend our product to a friend or client? Ideally, they would definitely refer your product to someone they know.
- Can you think of any use cases your customers might have for our product? Again, your interviewee is a great source for more leads. Similar industries may have similar issues that need solutions. They may be able to provide a use case you haven't come up with.
- I noticed you work with Company Y; do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.
Case Study Interview Questions to Prompt Quote-Worthy Feedback
Enhance your case study with quotable soundbites from the customer. By asking these questions, prospects have more insight into other clients and their success with your product — which helps build trust.
- How would you describe your process in one sentence prior to using our product? Ideally, this sentence would quickly and descriptively sum up the most prominent pain point or challenge with the previous process.
- What is your advice to others who might be considering our product? Readers can learn from your customer's experience.
- What would your team's workflow or process be like without our product? This will drive home the value your product provides and how essential it is to their business.
- Do you think the investment in our product was worthwhile? Why? Have your customer make the case for the value you provide.
- What would you say if we told you our product would soon be unavailable? What would this mean to you? Again, this illustrates how integral your product is to their business.
- How would you describe our product if you were explaining it to a friend? Your customers can often distill the value of your product to their friends better than you can.
- What do you love about your job? Your company? This gives the reader more background on your customer and their industry.
- What was the worst part of your process before you started using our product? Ideally, they'd reiterate how your product helped solve this challenge.
- What do you love about our product? Another great way to get the customer's opinion about what makes your product worth it.
- Why do you do business with us? Hopefully, your interviewee will share how wonderful your business relationship is.
Case Study Interview Questions About the Customers' Future Goals
Ask the customer about their goals, challenges, and plans for the future. This will provide insight into how a business can grow with your product.
- What are the biggest challenges on the horizon for your industry? Chances are potential leads within the same industry will have similar challenges.
- What are your goals for the next three months? Knowing their short-term goals will enable your company to get some quick wins for the client.
- How would you like to use our product to meet those challenges and goals? This will help potential leads understand that your product can help their business as they scale and grow.
- Is there anything we can do to help you and your team meet your goals? If you haven't covered it already, this will allow your interviewee to express how you can better assist them.
- Do you think you will buy more, less, or about the same amount of our product next year? This can help you gauge how your product is used and why.
- What are the growth plans for your company this year? Your team? This will help you gain insight into how your product can help them achieve future goals.
- How can we help you meet your long-term goals? Getting specifics on the needs of your clients will help you create a unique solution designed for their needs.
- What is the long-term impact of using our product? Get their feedback on how your product has created a lasting impact.
- Are there any initiatives that you personally would like to achieve that our product or team can help with? Again, you want to continue to provide products that help your customers excel.
- What will you need from us in the future? This will help you anticipate the customer's business needs.
- Is there anything we can do to improve our product or process for working together in the future? The more feedback you can get about what is and isn't working, the better.
Before you can start putting together your case study, you need to ask your customer's permission.
If you have a customer who's seen success with your product, reach out to them. Use this template to get started:
Thank you & quick request
Hi [customer name],
Thanks again for your business — working with you to [solve X, launch Y, take advantage of Z opportunity] has been extremely rewarding, and I'm looking forward to more collaboration in the future.
[Name of your company] is building a library of case studies to include on our site. We're looking for successful companies using [product] to solve interesting challenges, and your team immediately came to mind. Are you open to [customer company name] being featured?
It should be a lightweight process — [I, a product marketer] will ask you roughly [10, 15, 20] questions via email or phone about your experience and results. This case study will include a blurb about your company and a link to your homepage (which hopefully will make your SEO team happy!)
In any case, thank you again for the chance to work with you, and I hope you have a great week.
If one of your customers has recently passed along some praise (to you, their account manager, your boss; on an online forum; to another potential customer; etc.), then send them a version of this email:
Hey [customer name],
Thanks for the great feedback — I'm really glad to hear [product] is working well for you and that [customer company name] is getting the results you're looking for.
My team is actually in the process of building out our library of case studies, and I'd love to include your story. Happy to provide more details if you're potentially interested.
Either way, thank you again, and I look forward to getting more updates on your progress.
You can also find potential case study customers by usage or product data. For instance, maybe you see a company you sold to 10 months ago just bought eight more seats or upgraded to a new tier. Clearly, they're happy with the solution. Try this template:
I saw you just [invested in our X product; added Y more users; achieved Z product milestone]. Congratulations! I'd love to share your story using [product] with the world -- I think it's a great example of how our product + a dedicated team and a good strategy can achieve awesome results.
Are you open to being featured? If so, I'll send along more details.
Case Study Benefits
- Case studies are a form of customer advocacy.
- Case studies provide a joint-promotion opportunity.
- Case studies are easily sharable.
- Case studies build rapport with your customers.
- Case studies are less opinionated than customer reviews.
1. Case studies are a form of customer advocacy.
If you haven't noticed, customers aren't always quick to trust a brand's advertisements and sales strategies.
With every other brand claiming to be the best in the business, it's hard to sort exaggeration from reality.
This is the most important reason why case studies are effective. They are testimonials from your customers of your service. If someone is considering your business, a case study is a much more convincing piece of marketing or sales material than traditional advertising.
2. Case studies provide a joint-promotion opportunity.
Your business isn't the only one that benefits from a case study. Customers participating in case studies benefit, too.
Think about it. Case studies are free advertisements for your customers, not to mention the SEO factor, too. While they're not promoting their products or services, they're still getting the word out about their business. And, the case study highlights how successful their business is — showing interested leads that they're on the up and up.
3. Case studies are easily sharable.
No matter your role on the sales team, case studies are great to have on hand. You can easily share them with leads, prospects, and clients.
Whether you embed them on your website or save them as a PDF, you can simply send a link to share your case study with others. They can share that link with their peers and colleagues, and so on.
Case studies can also be useful during a sales pitch. In sales, timing is everything. If a customer is explaining a problem that was solved and discussed in your case study, you can quickly find the document and share it with them.
4. Case studies build rapport with your customers.
While case studies are very useful, they do require some back and forth with your customers to obtain the exact feedback you're looking for.
Even though time is involved, the good news is this builds rapport with your most loyal customers. You get to know them on a personal level, and they'll become more than just your most valuable clients.
And, the better the rapport you have with them, the more likely they'll be to recommend your business, products, or services to others.
5. Case studies are less opinionated than customer reviews.
Data is the difference between a case study and a review. Customer reviews are typically based on the customer's opinion of your brand. While they might write a glowing review, it's completely subjective and there's rarely empirical evidence supporting their claim.
Case studies, on the other hand, are more data-driven. While they'll still talk about how great your brand is, they support this claim with quantitative data that's relevant to the reader. It's hard to argue with data.
An effective case study must be genuine and credible. Your case study should explain why certain customers are the right fit for your business and how your company can help meet their specific needs. That way, someone in a similar situation can use your case study as a testimonial for why they should choose your business.
Use the case study questions above to create an ideal customer case study questionnaire. By asking your customers the right questions, you can obtain valuable feedback that can be shared with potential leads and convert them into loyal customers.
Editor’s Note: This article was originally published in June 2021 and has been updated for comprehensiveness.
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Case Study Interview Questions and Answers
One of the most challenging aspects of case interviews is that after you are provided with the problem, there are an infinite number of ways the case can go. While that is true, there are types of questions that you’ll run across more frequently than others. Once you start recognizing these patterns, you will be able to create frameworks more accurately and efficiently. In this article, we’re be providing case study interview questions and answers for the top 5 most common business problems presented during case interviews.
Top 5 Case Study Interview Questions and Answers
Increasing profits, entering a new market, developing a new product, pricing strategies, mergers & acquisitions.
Ultimately, any client’s goal is to increase profits. As a result, profitability is the most important objective in consulting case study interviews. Knowing how to analyze the major components of profitability is imperative for any aspiring consultant.
The profitability framework is broken into two components: revenue and costs. A profitability view requires looking into both components. Within each of these components, you can structure your framework to analyze the drivers within (price, quantity, variable costs and fixed costs) or the overall situation (big picture and potential solutions).
Case Study Interview Prompts Examples
- Our client is a pharmaceutical drug company that has seen an increase in drug sales but a decrease in overall profit. Our client has hired us to figure out what the issue is.
- Our client manufactures high-end watches and has been in business for several decades. Last year was the first year the company was unprofitable. Our client would like our help in understanding what went wrong.
- Our client is a skincare company that has seen an explosion of sales after being in business for a few years. Even with a drastic increase in volumes, the company is in the red. Can you help figure out how to get the client into the black?
Potential Profitability Framework Categories & Questions:
- What is our client pricing its products at?
- How has pricing changed over the past few years?
- What is our pricing strategy?
- How is pricing expected to change over the next few years?
- What are competitors pricing similar products at?
- What is the demand for our client’s products?
- How has demand been changing over the past few years?
- How is the client marketing its products? How have our marketing efforts affected demand
- What are our client’s revenue streams?
- What percent of total revenue does each stream represent?
- Have those percentages changed lately?
- Have the revenue streams been declining or growing over the past 1, 3, 5, or 10 years?
- How is our client growing relative to the industry?
- What is our market share in terms of sales compared to competitors?
Ways to Increase Revenue
- Increase prices
- Update marketing strategy
- Bundle products
- What are the variable costs with regards to variable labor? Has this been changing?
- What are the variable costs with regards to materials? Has this been changing?
- What are the variable costs with regards to distribution? Has this been changing?
- What are the fixed costs with regards to salaried labor? Has this been changing?
- What are the fixed costs with regards to rents? Has this been changing?
- What are the fixed costs with regards to utilities? Has this been changing?
- What are our client’s major fixed and variable costs?
- How have costs changed over the past few years?
- How are our client’s relationships with its suppliers?
- Will reducing costs damage any of our revenue streams?
- How do our costs compare against our competitors?
- What does our client’s supply chain look like?
- Is there anything happening within our client’s market or the economy that is impacting costs?
- Are there any government regulations that impact our client’s costs?
Ways to Decrease Costs
- Analyze areas of the business that aren’t producing results and reduce resources
- Create a more efficient supply chain
- Negotiate with supplier for better costs
Companies often need to enter new markets to grow business. New markets represent new opportunities but also additional challenges. Case study interview frameworks for new markets should include categories and questions that are open-ended, since there are a wide range of possibilities to consider.
- Our client is a European-based speaker manufacturing company that is seeking further growth. The client is considering entering the US market but has some reservations and would like you to analyze whether it’s a good idea.
- Our client is a light bulb manufacturer that is based in Brazil. Our client is seeing stagnant growth and therefore is trying to enter a new country in Latin America. Can you help the client determine which country is best to enter?
- Our client is an agricultural powerhouse that produces many kinds of vegetables and fruits. The client currently has a surplus of produce and is looking for new countries where it can sell this produce. Can you help the client determine which countries seem most promising?
Potential Market Entry Framework Categories & Questions:
- What is the size of the market?
- What is the projected market growth or decline for the next 1, 3, 5, or 10 years?
- At what rate has the market been growing or declining for the past 1, 3, 5, or 10 years?
- Where is the market in its lifecycle?
- Who are the customers and how are they segmented?
- Will our client’s products become less useful over time with technological advances?
- Have there been any major changes in the market lately?
- What are the key factors that drive the industry?
- Who are the main competitors and what are their market shares?
- How do the competitors’ products compare to our client’s?
- How will the competition respond?
- What are our client’s competitive advantages?
Market Entry Considerations
- What are the key risks to consider?
- Are there any barriers to entry?
- Would it be more profitable to enter through an acquisition, a joint venture, or by creating a business from scratch?
- How will the client exit the new market if things don’t go well?
Similar to new markets, companies need to develop new products in order to grow. This problem is intimidating for most clients due to potential high costs and a fear of the unknown. Your case study interview framework should dive deep into the new product before anything else.
- Our client is a mature paper company that feels it is in a saturated market. The company has great manufacturing and distribution capabilities and is looking into creating notebooks to expand its revenue streams. Can you help analyze this decision and see if it’s a good idea?
- Our client is a cutting-edge technology company that is working on a smart television. The client has never worked on a product like this before and would like to understand its viability.
- Our client is a national grocery store that is thinking of creating generic versions of sodas to sell at its own stores. There is some hesitation because our client hasn’t manufactured its own products before. They want your advice on what you think they should do.
Potential New Product Framework Categories & Questions:
New product and product portfolio.
- What is the new product and how is it different from what is currently on the market?
- How innovative is this product compared to others that exist in the market?
- Is the product patented or have any rights that can protect it from being copied?
- Are there similar products in the market that can act as substitutes?
- How does the product fit within the client’s current product line?
- Can the product be bundled with any existing products?
- Will the product cannibalize any of the client’s current products?
- Is the client replacing an existing product?
- Who are our customers and how can we best reach them?
- How will this product expand our customer base and increase sales?
- Is there any data or research supporting that customers want this product?
- Who are the main competitors and how much market share does each firm have?
- How will competitors respond to this new product?
- Are we entering into a new market or are we serving the market we currently serve?
- How much funding does this new product require?
- Where will the funding be coming from?
- If debt is required, can the client support debt?
- Does the client have the manufacturing or production capabilities to produce this product on its own or does it need help from other parties?
- Do we have relationships with the right suppliers that will help us create this product?
- How will this new product impact our client’s profitability?
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Another common case study interview question revolves around pricing strategy. Prices usually greatly impact volume and ultimately profits, so this case study objective comes up quite frequently.
- Our client is a medical device manufacturer that has developed a new CT machine. They just received regulatory approval and are now trying to market the product. What price should they sell the machine at?
- Our client is a luxury handbag company that is diversifying its revenue stream by creating a more affordable handbag aimed at the masses. How should the client price this new handbag without diluting its brand?
- Our client is a technology company that uses artificial intelligence to review medical records. How much should the client charge for its services?
Potential Pricing Framework Categories & Questions:
- Could the product cannibalize any of the client’s current products?
- What were the R&D costs required to create this product?
- How big is the market for this product?
- How much are competitors charging for similar products?
- How are competitors thinking about their pricing strategies?
- How much does it cost for competitors to create similar products?
- Are there any substitutions to our client’s product?
- What is our breakeven point?
- How much does it cost to create and deliver the product?
- Has there been any research completed to see how much customers are willing to pay for the product or similar ones?
- Do customers need to be educated about the product?
- What are the potential costs with bringing this product to market?
- How much will be spent on marketing?
Because they aren’t as common, M&A problems often can catch candidates off guard. You’re not recruiting for a finance position, but it’s still important to have a decent understanding of how mergers & acquisitions work.
- Our client is a soda company considering buying a nearby potato chip manufacturer to expand its product lines. Does this make sense? What should our client be thinking about?
- Our client is a gym franchise that is considering an offer to buy the rights for one of the most popular exercise machines. Should they take the deal?
- Our client is the largest leather manufacturer in the world. They are considering purchasing a smaller up and coming competitor. Should they do it?
Potential M&A Framework Categories & Questions:
- If our client doesn’t purchase the company, will a competitor?
- How healthy is the industry the target is in?
- How will competitors respond to this acquisition?
- How are the potential acquisition target’s financials?
- Has the target’s revenue and profitability been increasing or decreasing over the past few years?
- How unique are the target’s products?
- What is the target’s customer base like?
- How much is our client going to be paying? What are the terms of the deal?
- Is the price fair?
- How will the deal be financed?
- Will our client be taking on debt, and if so, can the client support it?
- Why is our client thinking about purchasing the asset or company?
- Are there any potential alternatives?
- How does the company fit within our client’s broader product portfolio and strategy?
- Are there a lot of potential revenue and cost synergies from the deal?
- How special are the target’s products?
- Are there any legal or regulatory reasons this acquisition may not work?
- Are there any financial reasons like tax advantages that make this a good transaction?
These common case study interview questions and answers are a great place to begin your case interview prep! This guide covers the majority of case studies that will come your way.
However, keep in mind that the best consulting frameworks are catered to the specific prompt. So while it’s helpful to know these business concepts and questions, they’re not enough to prepare you for all case study interviews.
Advanced candidates blend case study frameworks to best answer the problem at hand. Until you can do that, you’re not completely ready for an interview. Looking for expert help to get over the hump? Schedule a coaching session with an expert MBB coach today.
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- Breaking Down Case Interview Frameworks – M&A (Mergers and Acquisitions)
- Case Interview Category Feed
- Case Interview Frameworks: Ultimate Guide
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Business case example: the 10 best free examples in 2022 (mckinsey, bain, bcg, deloitte etc.).
The Consulting Offer within our Premium membership is, by far, the best way to prepare for case interviews. However, you may be just starting your case interview preparation and not ready yet to commit the resources, time, the effort that is required for serious preparation. So you may be looking online for a business case example to practice with and dip your toe, so to speak, to see if pursuing consulting is even of interest to you.
Or it may be the case that you, just like a large number of FIRMSconsulting members, are an executive or a manager outside of consulting, interested in developing problem-solving skills. If so, you may be searching for a business case example/business case analysis example to start honing your skills. If so, this article will also be helpful to you.
Before we dive into business case examples, we would like to share with you 2 free resources we prepared for you as a gift, based on FIRMSconsulting book on brain teasers and another FIRMSconsulting book on solving business cases and overall consulting case interview preparation. These downloads include 20 brain teasers including explanations on how to approach solving each of those brain teasers. It also includes a comprehensive estimation cases guide. Estimation cases are very often used in consulting, either as a separate case or as part of a larger case. As part of your preparation for consulting case interviews, you will certainly come across various estimation cases. It is crucial for you to learn how to solve them. You can get links to download copies of both resources below. It is completely free. Get it now and thank us later. Enjoy!
FREE GIFT #1 BONUS TUTORIAL DOWNLOAD – 20 Brain Teasers With Answers And Explanations: CLICK HERE
Free gift #2 bonus tutorial download – a comprehensive estimation cases guide: click here, do all consulting firms use the same case interview style.
Before we dive into any particular business case example, you may be asking yourself do all consulting firms use similar interview style?
Well, yes… but…
McKinsey, BCG, Bain, Deloitte, Roland Berger etc. use similar but not exactly the same case interview styles. Even within the same firm, and even within the same office, styles may differ. A lot depends on the person interviewing you, e.g. how many years were they with the firm. For example, did a partner interviewing you “grow up” at McKinsey or did she join recently as hire from a competing firm?
So what are some differences you may anticipate between consulting firms when it comes to the way they conduct case interviews?
- Cases can be interviewer-led or interviewee-led/candidate-led.
- Cases can be answer-first or not answer first.
- Cases can have the objective function to solve or lack an objective function.
- Cases may require a framework or not require a framework.
- Different firms or interviewers can pull cases together with different components above since these are all mutually exclusive.
WHAT ARE FOUR MAIN WAYS IN WHICH A CASE INTERVIEW IS CONDUCTED?
There are four main ways in which consulting firms conduct case interviews.
Interviewer-Led: In this scenario, the case is usually structured into a few sections. The first section usually includes the interviewer describing the case and asking an interviewee such questions as “What are the important questions?” or “How would you structure your analysis?” At this stage, they will be looking to see a candidate develop a structure/framework to solve the case but not to go deep into solving the case. If the interviewer is happy with your initial structure/framework they will likely point you in the direction they want you to analyze the case. Once you master interviewee-led cases, interviewer-led cases become much easier to manage.
Interviewee-Led/Candidate-Led case interview: In this type of scenario the interviewer presents a short problem, often a business problem, and then expects an interviewee to lead the case to get to an answer, sparingly giving up any additional information. An example of a business problem can be, “Our client is a multinational electronics manufacturer. They have seen a decrease in profits of 10% over the last year and the CEO wants to know how to proceed.” Interviewee-led cases are generally much harder than interviewer-led cases because the interviewer is offering far fewer prompts.
Group Interview: You probably heard that some consulting firms conduct a group case interview . The way it usually works is a few candidates are selected from the first round and moved to the final or next round which includes a combination of interviews, including a group case interview.
Before I took my corporate banking job during my MBA, I went through a case interview process with Monitor (that was before they became Monitor Deloitte). Once I passed the first round all final-round candidates had a combination of interviews in the firm’s offices in Toronto, which included a group case interview, a one-on-one interview with an associate, and a partner interview. Interestingly, after going through the process through the grapevine we found out they have not hired anyone during that recruitment period, probably because the acquisition was in the cards already.
But, anyway, the most important thing you need to remember about group case interviews is that small groups of candidates are given a case. They must solve the case together while the interviewer silently observes.
Written/Presentation Interview: In this scenario, you are given all the data upfront. The challenging part is to work through the unimportant data and get to the core of the issue. You usually have very little time to analyze the problem and develop a recommendation. At the end of the written / presentation interview you are expected to present your analyses and recommendation.
Remember to always expect variations of the above.
IS THERE A FREELY ACCESSIBLE BUSINESS CASE EXAMPLE I COULD USE TO PRACTICE?
Yes, there are a few good business case examples you can use. Here is a summary list:
- GOLDMAN SACKS GOLDMINE IN MONGOLIA ACQUISITION CASE
- COMPREHENSIVE MARKET ENTRY CASE
- PEPSI’S LOS ANGELES BOTTLING PLANT
- A+ AIRLINES CASE
- AUTO MANUFACTURER PROFITABILITY DECREASE
- CANADIAN WILDLIFE FEDERATION SWIFT FOX POPULATION DECREASE
- PROFITABILITY CASE IN PHARMA
- METRO CITY WASTE MANAGEMENT CASE
- PLAY WORKS MARKET ENTRY
- GREEN CO. MARIJUANA MARKET ENTRY
Now let’s dive deeper.
INTERVIEWEE-LED / CANDIDATE-LED BUSINESS CASE EXAMPLES
Business case example #1: mckinsey, bain, bcg acquisition case.
This case is a McKinsey style case, of medium-level difficulty. It should take you 15-20 minutes to solve this case.
The question is given upfront, at 2:02. The part in black is the part the interviewer would share with you and a part in grey is the part interviewer may share as the case progresses. The interviewer wants to see if the interviewee understands the case and asks the right questions.
The case question is quite explicit but even so we will show you how you can adjust the case and make the case more explicit.
Everything rests on the key question. If anything is not part of the key question, ignore it. Even though lots of information is provided, take time to understand and set up the case.
Always show why information is needed, and show progress so the interviewer is they are willing to provide more information. It is a barter. And always use the case information provided and the appropriate language to push the case forward.
BUSINESS CASE EXAMPLE #2: COMPREHENSIVE MARKET ENTRY CASE
We did this recording a few months after we completed the training with Rafik (TCO I). This is one of the most complex market entry cases we had to put together. It has elements of operations, elements of pricing, elements of costing and, obviously, elements of market entry. And it is probably the most difficult market entry case we can do because most market entry cases that most interviewers focus on have a strong market attractiveness element, market profitability element. But very few people actually look at the operational issues of entering the market. And it does not matter who you are interviewing with: Bain, BCG or McKinsey. The bulk of the focus usually goes towards analyzing the market worthiness but not a lot on the operational issues. So we decided, in this case, to flip it around and give this case a strong operational theme.
BUSINESS CASE EXAMPLE #3: PEPSI’S LOS ANGELES BOTTLING PLANT
Operations cases can be tackled in two ways: strategy and operations and within operations from productivity and the supply chain side. This case uses the supply chain side.
This case is candidate-led. As we mentioned above, candidate-led cases are much harder than interviewer-led cases. That is why we at FIRMSconsutling place so much more emphasis on teaching you how to lead cases vs. relying on the interviewer to lead. This will be considered an operations case. Pay attention to a very insightful brainstorming at 14:50 which includes at least one idea you most likely would not come up with if you were solving this case before watching this video.
BUSINESS CASE EXAMPLE #4: A+ AIRLINES CASE
Here is a good video from the Yale SOM Consulting Club. This case is realistic in terms of the difficulty you will see in real case interviews with McKinsey, BCG and Bain.
BUSINESS CASE EXAMPLE #5: AUTO MANUFACTURER PROFITABILITY DECREASE
This is an average difficulty profitability case which the author mentioned is basically taken from his final interview with Bain.
BUSINESS CASE EXAMPLE #6: SWIFT FOX POPULATION DECREASE
The difficulty level is quite high and it is a great opportunity to practice with public sector cases. A big downside of this case is that the exhibit shown at 8:40 is not shared, which makes it impossible to fully practice this case. This is a candidate-led case.
INTERVIEWER-LED BUSINESS CASE EXAMPLES
Business case example #7: profitability case in pharma.
In this complex case we examine declining profits at a Pharma company and explain the importance of portfolios and R&D probability calculations. It is a complex case to master.
BUSINESS CASE EXAMPLE #8: METRO CITY WASTE MANAGEMENT
Here is a public sector interviewer-led case. The difficulty level is quite advanced.
BUSINESS CASE EXAMPLE #9: PLAY WORKS MARKET ENTRY
This is another good case from the Yale SOM consulting club. A market entry case which is good for beginners. It is an interviewer-led case.
This is an easy case to start with. You can find the exhibit here , go to page 9.
BUSINESS CASE EXAMPLE #10: RECREATIONAL MARIJUANA MARKET ENTRY
This question is most useful because it is an easy question to practice. Think of it as a possible first-round case. The candidate’s performance could be a little better. But it is a good question to practice with on your own.
We hope you found at least one business case example above that helped you strengthen your problem-solving skills. If you know of any other “best business case examples” that should be included in this list let us know in the comments.
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How To Write the Perfect Business Case
Why do too many projects fail to deliver their objectives even though project management best practices appear to be used? Project management is naturally complicated, but it can be disastrous if you don’t have sufficient buy-in from the right parties. Writing a strong and complete business case can make all the difference.
In this how-to guide you will discover,
- What is a business case?
Why you need a business case
- Is the project worth doing?
When to use a business case
How to write a business case, the business case template, a business case example, 1. the executive summary, 2. the finance section, 3. the project definition, 4. project organization, managing the business case, making the case, frequently asked questions, what is a business case.
A business case is developed during the early stages of a project and outlines the why, what, how, and who necessary to decide if it is worthwhile continuing a project. One of the first things you need to know when starting a new project are the benefits of the proposed business change and how to communicate those benefits to the business.
While the project proposal focuses on why you want a project, it will only contain an outline of the project:
- business vision
- business need
- expected benefits
- strategic fit
- products produced
- broad estimates of time and cost
- and impact on the organization
In contrast, the business case, which is first developed during the project initiation phase , contains much more detail. It should be reviewed by the project sponsor and key stakeholders before being accepted, rejected, canceled, deferred, or revised.
Depending on the scale of the business change, the business case may need further development as part of a detailed investigation. Therefore, it should be developed incrementally so that time and resources aren’t unnecessarily wasted on the impractical.
Preparing the business case involves an assessment of:
- Business problem or opportunity
- Costs including investment appraisal
- Technical solutions
- Impact on operations
- Organizational capability to deliver the project outcomes
These project issues are an important part of the business case. They express the problems with the current situation and demonstrate the benefits of the new business vision.
The business case brings together the benefits, disadvantages, costs , and risks of the current situation and future vision so that executive management can decide if the project should go ahead.
Many projects start life as a walk in the fog, which is fine in itself, but never see the light of day or stumble along aimlessly for too long because the clarity of scope , time-scale, cost, and benefits are not defined adequately during the first stages of the project.
Is the project worth doing
Why are you starting a project? Chances are you’re doing it because you need to solve a problem.
Usually, the problem is something that gets in the way of achieving your goals . So, it seems a project is about achieving goals and your goals won’t be realized unless you deal with the problem (or opportunity or circumstance.)
If a project is worth doing you need to answer 4 simple questions:
- What is your goal?
- What’s stopping you from reaching the goal?
- How much change is needed to overcome the problem?
- Are you certain this will solve the problem?
Can you answer these questions quickly? Do you have evidence to support or refute your assumptions?
If not, it may not be worth starting a project.
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The business case is needed when resources or expenditure on a project has to be justified. Approval is usually sought from the project sponsor and other interested parties. For instance, the finance function may authorize funds and the IT department provide resources.
The purpose of the business case is communication. Therefore, each section should be written in the parlance of the intended audience.
Moreover, it should only contain enough information to help decision making. When writing a business case keep the following in mind:
- Be brief and convey only the essentials.
- Make it interesting, clear, and concise.
- Eliminate conjecture and minimize jargon.
- Describe your vision of the future.
- Demonstrate the value and benefits the project brings to the business.
- Ensure consistent style and readability.
The project sponsor is responsible for preparing the business case. However, all appropriate team members should contribute to its development. Likewise, subject matter experts from other functions ― finance, HR, IT, service delivery, and so on ― can provide specialist information.
Those writing the business case should have a thorough understanding of the project’s aims and be able to merge the varied and potentially complex plans into one document using the following business case template.
What follows are the four steps to writing a business case template for your project. It includes the following four sections:
- Executive Summary
- Project Definition
- Project Organization
This example of a business case is a simplified version for a small company with few staff. The bigger the project, the bigger the risk, which means the more detail you will need to provide for your investors and stakeholders.
In 2021, retail e-Commerce revenue reached 768 billion US dollars. People are expecting more digital experiences and want to interact and purchase what they need online.
Our current website is just a static page with no interaction available to possible customers. With a website upgrade to incorporate an e-Commerce store, we can entice users to purchase all their training online, in return increasing productivity and efficiency within the office. An estimated $25,000 could be saved a year through this upgrade.
1.1 Financial Appraisal
The expected cost of the new website is $15,000 with a $500 annual maintenance fee.
The training costs of the staff is estimated at $2,000, but the reduction of administration and manual handling of orders is estimated to save $25,000 annually.
1.2 Sensitivity Analysis
The alternatives include:
- Maintaining the current system, which costs $25,000 annually to maintain and run.
- Upgrading the website, but not including an e-Commerce store. This would cost $6,000, but the cost of processing the orders is still $25,000.
- Outsourcing the training purchases to a third-party site, which would cost between $49.99 - $100 per month. In the long run this would cost more and offer less development scope.
2. PROJECT DEFINITION
2.1 Background information
The World is digitizing and we, as a business, must keep up with consumer demand if we are to remain one of the most sought-after training providers.
Since 2020 and the outbreak of Covid-19, many more people have been working remotely and wish to access their training requirements online. We need to update our systems to provide our customers with a purely online system that can provide them with their required training courses in a virtual environment, from purchase through to attendance. This new e-Commerce website is the first step in this process.
2.2 Business Objective
The goal is to provide an online platform where customers can purchase their training requirements.
The solution is to build an e-Commerce website.
This syncs with the business strategy, as it will increase efficiency and profits.
2.3 Benefits and Limitations
The benefits of this project far out-weigh the negatives. They include:
- Improvement in the quality of customer service and user journey
- Increased conversion rate through streamlined processes
- Cost savings through efficiencies
- Reduced working capital
- Increase in revenue generated
- Remain competitive in a digital world.
The limitations of this project remain with staffing, as we do not have a web designer or developer within our company, meaning this will still have to be outsourced if anything arises at a future date.
2.4 Option Identification & Selection
Options for the e-Commerce site include the following:
- WordPress website with WooCommerce store
- All-in-one website hosted on e-Commerce platform such as Shopify
- Use of third-party payment system, such as Stripe, PayPal, or Worldpay
- Ability to take payments directly through the website and acting as controller and processor of user’s sensitive data
- Inclusion of a blog
- Integration of CRM platform.
2.5 Scope, Impact, and interdependencies
The website will be built independently from the current site, so will not affect any current processes or user experience.
2.6 Outline Plan
The website will be built by an external agency and will take around 6 months to complete and push live.
One month before going live the staff will undertake essential training.
2.7 Market Assessment
Since retail e-Commerce has risen to $768 billion US Dollars, it’s time we also made the move to online sales.
2.8 Risk Assessment
The project will be completed out of house.
2.9 Project Approach
The project will be managed out of house.
2.10 Purchasing Strategy
We will enter a contractual agreement with the creative agency. Attached is a copy of the proposed contract.
3. PROJECT ORGANIZATION
3.1 Project Governance
Project will be managed by the agency and in-house by the Centre Executive.
3.2 Progress Reporting
The agency will report to the Centre Executive.
Depending on the length of the business case you may want to include a high-level summary of the project.
The executive summary is the first section of the business case and the last written. It is a short summary of the entire business case. It succinctly conveys vital information about the project and communicates the entire story to the reader.
First impressions are important. Get this right!
The finance section of an effective business case is primarily for those who approve funding. The finance function will be interested in this plus the first half of the project definition.
When you prepare the financial appraisal seek advice on content and presentation from the finance function. In the case of capital developments, consult subject matter experts.
The purpose of a financial appraisal is to:
- Identify the financial implications for the project
- Compare project costs against the forecast benefits
- Ensure the project is affordable
- Assess value for money
- Predict cash flow.
Sensitivity analysis concerns project risk and looks at alternative futures by measuring the impact on project outcomes or assumptions of changing values in which there is uncertainty.
In effect, sensitivity analysis lets the project accountant experiment with possible scenarios.
This is the largest part of the business case and is for the project sponsor, stakeholders, and project team. It answers most of the why, what, and how questions about your project.
The purpose of this section is to give a clear introduction to the business case and project. It should contain a brief overview of the reasons why the project or business change has come about: the problem, opportunity, or change of circumstances.
If necessary, refer to related programs, projects, studies, or business plans.
This part describes why you are doing the project. The business objective answers the following questions:
- What is needed to overcome the problem?
- How will the project support the business strategy?
Benefits and limitations.
The benefits and limitations section describes the financial and non-financial benefits in turn. The purpose is to explain why you need a project.
For instance, to:
- Improve quality
- Save costs through efficiencies
- Reduce working capital
- Generate revenue
- Remain competitive
- Improve customer service
- Align to corporate strategy
The business case should also include any limitations since these present potential risk to the project.
Option identification and selection.
Identify the potential solutions to the problem and describe them in enough detail for the reader to understand.
For instance, if the business case and proposed solution makes use of technology, make sure to explain how the technology is used and define the terms used in a glossary. Since most problems have multiple solutions an option appraisal is often needed. This will explore the potential solutions and recommend the best option.
When writing the initial business case, the option appraisal is likely to contain a long list of options and will cover many possibilities. As the project continues a few options will be rejected. The final business case may contain three to five options ― the short list ― that includes a do nothing or benchmark option.
Scope, impact, and interdependencies.
This section of the business case template describes the work needed to deliver the business objective and identifies those business functions affected by the project.
Moreover, the project scope, impact, and interdependencies section should state the project’s scope and boundaries. It describes what is included and what is excluded plus the key interdependencies with other projects. It is important for the business case to consider the failure of other interrelated projects and show how such dependencies make impact benefits.
The outline plan provides a summary of the main activities and overall timescale ― project schedule ― for the project.
A project should be divided into stages with the decisions to make preceding each stage. Use this section to answer the following questions:
- What is required?
- How is it done?
- Who does what?
- When will things happen?
This outline plan lists the major deliverables and includes a brief project description plus accountabilities for each activity.
It is important that the business case provides its readers with a thorough assessment of the business context ― the market assessment. In other words, make the underlying business interests explicit.
Therefore, the market assessment should show a complete understanding of the marketplace in which your business operates.
A good starting point is the inclusions of a PESTLE ― political, economic, sociological, technological, legal, and environmental ― analysis.
The risk assessment summarizes the significant project risks and opportunities and how they are managed. Include any risks that could arise from your project, as well as the organization’s ability to deliver change.
This section answers the following questions:
- What risks are involved?
- What are the consequences of a risk happening?
- What opportunities may emerge?
- What plans are in place to deal with the risks?
- Every project should include a risk log
When writing a business case, make sure this is included as it explains how risk and opportunity are managed.
The project approach describes how the project is tackled. That is, the way in which work is done to deliver the project.
For instance, a project with much of the work contracted out is likely to take a different approach to a project that develops an in-house solution.
This section describes how a project is to be financed and whether a decision to buy, lease, or outsource should be taken by the organization before purchasing.
Moreover, the purchasing strategy should describe the purchasing process used. A formal procurement process may save time and money and reduce project risk.
The last section of the business case template is of most interest to the project manager, project team, and managers responsible for delivering work to the project. This project organization section describes how the project is set up.
This section of the business case template shows the reader how the project is structured and the different levels of decision-making. Usually, a business will already have implemented a project governance framework that will support the project through each stage.
If your organization does not use a structured project management process framework use this section to include:
- Roles and responsibilities (RACI Chart)
- Project tolerances
- Project standards
- Review points
- How decisions are made.
Finally, the business case should define how project progress is recorded and the project board updated on project performance. Usually, the project manager does this by preparing a concise progress report or highlight report at regular intervals.
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The completed business case provides structure for the project and project organization throughout the project lifecycle . Therefore, it should be used routinely for reference and not consigned to the shelf.
Accordingly, the project sponsor and project board should review and update the business case at key stages to check that the project remains viable and the reasons for doing it are still valid. Ideally, the review should take place before starting a new stage to avoid unnecessary investment in time and money.
In this article we showed you how to write a business case. We covered a lot of ground and may give the impression that the resulting business case is a large and unwieldy document.
This is not the case.
A business case should be concise and to the point. For small projects it may run to a few pages. For larger projects and complex business change endeavors the document will be large.
Therefore, be sure to keep the intended audience in mind when preparing each section and include supporting information in an appendix.
For instance, the option appraisal section may summarize each option with the details contained elsewhere for reference.
To conclude, the purpose of a business case is to outline the business rationale for undertaking a project and to provide a means to continually assess and evaluate project progress.
What is the difference between a business case and a business plan?
The focus of the business case is an action, which is usually the purchase of capital equipment or a service. In comparison, the focus of the business plan is to outline the future of a business proposal, it’s margins, revenue growth over several years and what the business goals and strategies will encompass.
What should be included in a business case?
Writing a business case can seem like a daunting task, which is why we have provided you with a business case template and example to help you make a start.
The four sections include:
What is a business case template?
A business case template provides you with a structure and format to present your case to relevant stakeholders and investors. It’s essential that this document communicate the essence of your project’s goals and benefits, while aligning with the company’s strategies and objectives.
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47 case interview examples (from McKinsey, BCG, Bain, etc.)
One of the best ways to prepare for case interviews at firms like McKinsey, BCG, or Bain, is by studying case interview examples.
There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.
The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.
- McKinsey examples
- BCG examples
- Bain examples
- Deloitte examples
- Other firms' examples
- Case books from consulting clubs
- Case interview preparation
1. McKinsey case interview examples
- Beautify case interview (McKinsey website)
- Diconsa case interview (McKinsey website)
- Electro-light case interview (McKinsey website)
- GlobaPharm case interview (McKinsey website)
- National Education case interview (McKinsey website)
- Talbot Trucks case interview (McKinsey website)
- Shops Corporation case interview (McKinsey website)
- Conservation Forever case interview (McKinsey website)
- McKinsey case interview guide (by IGotAnOffer)
- McKinsey live case interview extract (by IGotAnOffer) - See below
2. BCG case interview examples
- Foods Inc and GenCo case samples (BCG website)
- Chateau Boomerang written case interview (BCG website)
- BCG case interview guide (by IGotAnOffer)
- Written cases guide (by IGotAnOffer)
- BCG live case interview extract (by IGotAnOffer) - See below
3. Bain case interview examples
- CoffeeCo practice case (Bain website)
- FashionCo practice case (Bain website)
- Associate Consultant mock interview video (Bain website)
- Consultant mock interview video (Bain website)
- Written case interview tips (Bain website)
- Bain case interview guide (by IGotAnOffer)
- Bain live case interview extract (by IGotAnOffer) - See above
4. Deloitte case interview examples
- Engagement Strategy practice case (Deloitte website)
- Recreation Unlimited practice case (Deloitte website)
- Strategic Vision practice case (Deloitte website)
- Retail Strategy practice case (Deloitte website)
- Finance Strategy practice case (Deloitte website)
- Talent Management practice case (Deloitte website)
- Enterprise Resource Management practice case (Deloitte website)
- Footloose written case (by Deloitte)
- Deloitte case interview guide (by IGotAnOffer)
5. Accenture case interview examples
- Case interview workbook (by Accenture)
- Accenture case interview guide (by IGotAnOffer)
6. OC&C case interview examples
- Leisure Club case example (by OC&C)
- Imported Spirits case example (by OC&C)
7. Oliver Wyman case interview examples
- Wumbleworld case sample (Oliver Wyman website)
- Aqualine case sample (Oliver Wyman website)
- Oliver Wyman case interview guide (by IGotAnOffer)
8. A.T. Kearney case interview examples
- Promotion planning case question (A.T. Kearney website)
- Consulting case book and examples (by A.T. Kearney)
- AT Kearney case interview guide (by IGotAnOffer)
9. Strategy& / PWC case interview examples
- Presentation overview with sample questions (by Strategy& / PWC)
- Strategy& / PWC case interview guide (by IGotAnOffer)
10. L.E.K. Consulting case interview examples
- Case interview example video walkthrough (L.E.K. website)
- Market sizing case example video walkthrough (L.E.K. website)
11. Roland Berger case interview examples
- Transit oriented development case webinar part 1 (Roland Berger website)
- Transit oriented development case webinar part 2 (Roland Berger website)
- 3D printed hip implants case webinar part 1 (Roland Berger website)
- 3D printed hip implants case webinar part 2 (Roland Berger website)
- Roland Berger case interview guide (by IGotAnOffer)
12. Capital One case interview examples
- Case interview example video walkthrough (Capital One website)
- Capital One case interview guide (by IGotAnOffer)
13. Consulting clubs case interview examples
- Berkeley case book (2006)
- Columbia case book (2006)
- Darden case book (2012)
- Darden case book (2018)
- Duke case book (2010)
- Duke case book (2014)
- ESADE case book (2011)
- Goizueta case book (2006)
- Illinois case book (2015)
- LBS case book (2006)
- MIT case book (2001)
- Notre Dame case book (2017)
- Ross case book (2010)
- Wharton case book (2010)
Practice with experts
Using case interview examples is a key part of your interview preparation, but it isn’t enough.
At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.
If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.
Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!
Any additional resources?
Have we missed any additional case interview resources available for free? Please post them in the comments section below so we can add them to our list.
The IGotAnOffer team
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MBA Case Studies - Solved Examples
Need of MBA Case Studies
Case i: chemco case.
- ChemCo is a quality leader in the U.K. car batteries market.
- Customer battery purchases in the automobile market are highly seasonal.
- The fork-lift business was added to utilize idle capacity during periods of inactivity.
- This is a low-growth industry (1% annual growth over the last two years)
- Large customers are sophisticated and buy based on price and quality. Smaller customers buy solely on price.
- There is a Spanish competitor in the market who offers low priced batteries of inferior quality.
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- Established player in car batteries
- Losing heavily in fork-lift truck batteries
- Old fashioned owner resistance to change
- Low priced competitors
- Foreign competitors gaining market share
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- Solved Case Studies
- High quality product, but low end customers care more about price than quality
- Mismanaged product diversification in a price sensitive market
- Alternative 1: Establish an Off-Brand for the fork-lift business
- Alternative 2: Educate the customer market about product quality
- Alternative 3: Exit the fork-lift battery business
- Establishing the firm's quality image
- Increase in market share
- Increase in sales
- Cost of the product
- Protect firm's quality image in the automobile industry
- Redesigned product to reduce the cost of manufacture
- Low price to enable it to compete with Spanish producer
- Make use of the quality leadership in car batteries market
- Offer reliability testing, extended warranties etc. to promote quality image
- Set higher prices to extract surplus from these advantages
- A passive strategy, not proactive
- Recommendations: Alternative 1 is recommended in this case. Since the firm operates in an industry which has low growth, hence it can expand market share and sales only by taking the customers from other players. Hence, it needs to tackle the Spanish competitor head-on by aggressively pricing its product. At the same time, launching a low-priced product under the same brand name erodes the high quality image in the car batteries market. Hence, the best option is to go for an off-brand to target the fork-lift customers who are increasingly becoming price sensitive. This will enable the company to ward off the threat in short-term and build its position strongly in the long-term.
Case II: NAKAMURA LACQUER COMPANY
- The Nakamura Lacquer Company: The Nakamura Lacquer Company based in Kyoto, Japan was one of the many small handicraft shops making lacquerware for the daily table use of the Japanese people.
- Mr. Nakamura- the personality: In 1948, a young Mr. Nakamura took over his family business. He saw an opportunity to cater to a new market of America, i.e. GI's of the Occupation Army who had begun to buy lacquer ware as souvenirs. However, he realized that the traditional handicraft methods were inadequate. He was an innovator and introduced simple methods of processing and inspection using machines. Four years later, when the Occupation Army left in 1952, Nakamura employed several thousand men, and produced 500,000 pieces of lacquers tableware each year for the Japanese mass consumer market. The profit from operations was $250,000.
- The Brand: Nakamura named his brand “Chrysanthemum” after the national flower of Japan, which showed his patriotic fervor. The brand became Japan's best known and best selling brand, being synonymous with good quality, middle class and dependability.
- The Market: The market for lacquerware in Japan seems to have matured, with the production steady at 500,000 pieces a year. Nakamura did practically no business outside of Japan. However, early in 1960, when the American interest in Japanese products began to grow, Nakamura received two offers
- The Rose and Crown offer: The first offer was from Mr. Phil Rose, V.P Marketing at the National China Company. They were the largest manufacturer of good quality dinnerware in the U.S., with their “Rose and Crown” brand accounting for almost 30% of total sales. They were willing to give a firm order for three eyes for annual purchases of 400,000 sets of lacquer dinnerware, delivered in Japan and at 5% more than what the Japanese jobbers paid. However, Nakamura would have to forego the Chrysanthemum trademark to “Rose and Crown” and also undertaken to sell lacquer ware to anyone else the U.S. The offer promised returns of $720,000 over three years (with net returns of $83,000), but with little potential for the U.S. market on the Chrysanthemum brand beyond that period.
- The Semmelback offer: The second offer was from Mr. Walter Sammelback of Sammelback, Sammelback and Whittacker, Chicago, the largest supplier of hotel and restaurant supplies in the U.S. They perceived a U.S. market of 600,000 sets a year, expecting it to go up to 2 million in around 5 years. Since the Japanese government did not allow overseas investment, Sammelback was willing to budget $1.5 million. Although the offer implied negative returns of $467,000 over the first five years, the offer had the potential to give a $1 million profit if sales picked up as anticipated.
- Meeting the order: To meet the numbers requirement of the orders, Nakamura would either have to expand capacity or cut down on the domestic market. If he chose to expand capacity, the danger was of idle capacity in case the U.S. market did not respond. If he cut down on the domestic market, the danger was of losing out on a well-established market. Nakamura could also source part of the supply from other vendors. However, this option would not find favor with either of the American buyers since they had approached only Nakamura, realizing that he was the best person to meet the order.
- Decision problem: Whether to accept any of the two offers and if yes, which one of the two and under what terms of conditions?
- To expand into the U.S. market.
- To maintain and build upon their reputation of the “Chrysanthemum” brand
- To increase profit volumes by tapping the U.S. market and as a result, increasing scale of operations.
- To increase its share in the U.S. lacquerware market.
- Profit Maximization criterion: The most important criterion in the long run is profit maximization.
- Risk criterion: Since the demand in the U.S. market is not as much as in Japan.
- Brand identity criterion: Nakamura has painstakingly built up a brand name in Japan. It is desirable for him to compete in the U.S. market under the same brand name
- Flexibility criterion: The chosen option should offer Nakamura flexibility in maneuvering the terms and conditions to his advantage. Additionally, Nakamura should have bargaining power at the time of renewal of the contract.
- Short term returns: Nakamura should receive some returns on the investment he makes on the new offers. However, this criterion may be compromised in favor of profit maximization in the long run.?
- Reject both: React both the offers and concentrate on the domestic market
- Accept RC offer: Accept the Rose and Crown offer and supply the offer by cutting down on supplies to the domestic market or through capacity expansion or both
- Accept SSW: offer; accept the SSW offer and meet it through cutting down on supply to the domestic market or through capacity expansion or both. Negotiate term of supply.
- Reject both: This option would not meet the primary criterion of profit maximization. Further, the objective of growth would also not be met. Hence, this option is rejected.
- Accept RC offer: The RC offer would assure net returns of $283,000 over the next three yeas. It also assures regular returns of $240,000 per year. However, Nakamura would have no presence in the U.S. with its Chrysanthemum brand name The RC offer would entail capacity expansion, as it would not be possible to siphon of 275,000 pieces from the domestic market over three years without adversely affecting operations there. At the end of three years, Nakamura would have little bargaining power with RC as it would have an excess capacity of 275,000 pieces and excess labor which it would want to utilize. In this sense the offer is risky. Further, the offer is not flexible. Long-term profit maximization is uncertain in this case a condition that can be controlled in the SSW offer. Hence, this offer is rejected.
- Accept SSW offer: The SSW offer does not assure a firm order or any returns for the period of contract. Although, in its present form the offer is risky if the market in the U.S. does not pick up as expected, the offer is flexible. If Nakamura were to exhibit caution initially by supplying only 300,000 instead of the anticipated 600,000 pieces, it could siphon off the 175,000 required from the domestic market. If demand exists in the U.S., the capacity can be expanded. With this offer, risk is minimized. Further, it would be competing on its own brand name. Distribution would be taken care of and long-term profit maximization criterion would be satisfied as this option has the potential of $1 million in profits per year. At the time of renewal of the contract, Nakamura would have immense bargaining power.
- Negotiate terms of offer with SSW: The terms would be that NLC would supply 300,000 pieces in the first year. If market demand exists, NLC should expand capacity to provide the expected demand.
- Action Plan: In the first phase, NLC would supply SSW with 300,000 pieces. 125,000 of these would be obtained by utilizing excess capacity, while the remaining would be obtained from the domestic market. If the expected demand for lacquer ware exists in the U.S., NLC would expand capacity to meet the expected demand. The debt incurred would be paid off by the fifth year.
- Contingency Plan: In case the demand is not as expected in the first year, NLC should not service the U.S. market and instead concentrate on increasing penetration in the domestic market.
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14 Best Case Study Questions to Ask Your Top Customers
If you want to show interested leads that you can put your money where your mouth is, case studies are a good way to go. They’re a valuable form of content that can even be used as lead magnets under the right conditions, and they have a singular purpose: To show how your clients achieved specific, significant results with your product or service.
Knowing how to write a great case study is an important part of success, but there’s a part of the process that comes before that: Knowing which questions to ask, which you’ll determine when you’re preparing for a case study interview.
The questions you ask can make the difference between a case study that feels like it’s been churned out by a low-quality AI machine compared to one that feels actionable, engaging, and high-stakes to your readers.
In this post, we’re going to go over the 14 best case study questions to ask, along with discussing some tips to improve the results you’ll get.
How to Structure Your Case Study Questions
Before we dive in, we want to talk about how to structure your questions in the interview.
In this post specifically, we’re going to look at individual questions you should ask around pointed topics, like about the client’s brand, solutions they’ve tried already, and their results.
It’s best to stick close to the progression outlined here because it will give you the basic information you need at every level of the case study interview . You can’t ask what solutions they’ve tried before when you don’t even understand their brands’ needs.
And keep in mind that when you’re asking users to provide specific information about a topic up front, they’ll often reference it later, strengthening the overall case study and sometimes encouraging them to share information they may not have thought to share otherwise.
That being said, let’s go ahead and start to dive in to the best case study questions you should ask.
Questions About Their Brand
The best case studies will have some information about the brand they’re featuring and not just about how the brand uses their product. Information about the brand size, industry, and unique selling propositions (USPs ) can all play a valuable part in building a strong case study.
These are a few important case study questions to consider asking about branding:
1. Can you tell us a little bit about your brand?
This is a great way to start the interview off strong. Ask the client to tell you about the brand, plain and simple. See what they have to say; they may share information about their product or service, how they fit into their industry, what differentiates them, and more.
Leaving this first question relatively vague and open-ended helps them feel more comfortable while giving you some good ideas for where to go.
If they’re stumped, ask them to provide a brief description of what their company does.
2. Can you tell me about your business’s structure, including industry, company size, or years in business?
While this may feel technical, it can be exceptionally valuable to readers of the case study to help them relate or get a good understanding of who is using your products.
3. An industry-relevant question
SaaS tools that help with ad management may ask clients about their total monthly ad spend, for example. An eco-friendly company may ask clients what their “green goals” are or their previous carbon emissions.
Think about what would benefit you to have in the case study, and ask it here if possible.
Questions About Their Challenge & Pain Points
We know that all great case studies will highlight the challenges that clients have before finding your product or service as their solution, exacerbated by key pain points.
It’s so important to get enough information that these challenges feel real and significant in the case study; if you neglect to explain why a challenge was an actual obstacle, it can come across as seeming trivial. That can make your solution seem trivial, too.
These are the best case study questions to ask for this stage of the interview.
4. What were the challenges you needed to solve before finding our product?
This is a specific, pointed question, which helps make it effective.
If I ask my content marketing clients this question, for example, they might say, “we didn’t know how to create content that ranked well” or “we needed help creating content at scale.”
You can dive deeper by asking pointed questions about their key problems, which brings us to the next question.
5. Why did this challenge have such a significant impact on your business?
This is the golden ticket right here, because it’s about pain points.
Say you’re selling marketing services, and the client’s challenge is that they wanted help with lead generation.
The pain points of “organic channels were too slow in driving customer acquisition, and our churn rates were eviscerating our client numbers” or “we tried to run ads ourselves but ended up losing hundreds of dollars to no avail.”
Wasted money. Bleeding clients. Too-slow organic channels. These are pain points that make the case study feel real, and that other customers will connect to.
6. What other solutions had you tried before and why didn’t they work?
While it’s best to skip out on trash-talking competitors in the case study, asking this question during the interview can give you valuable context and a lot to work with.
If, for example, I’m a weight loss coach, my clients may have tried the keto diet and Weight Watchers to no avail. Knowing that the keto diet made them feel queasy and that they found the point-tracking Weight Watchers to be too much work can be useful information for the study, even if you don’t ever name the alternatives.
These are pain points in their own right, and can be utilized like the following:
“The client had tried different solutions before but found that the diets either made them sick or were too much work to maintain.” It positions your solution to be the winning option.
Questions About How They Discovered You
While it may seem irrelevant, information about how customers discovered you and why they decided to work with you can actually become compelling parts of a case study— even if only mentioned in brief.
Here’s an example of how you can use this information in the case study:
“We found Breadcrumbs after our business partner mentioned it to us, and after reading about their easy-to-use interface and accessible lead scoring, we decided to give it a try.”
You’ve got social proof (business partner referred them) and a promo for a unique feature that made them convert.
Here are the case study questions you can ask to get this information:
7. How did you find out about our brand?
It’s a simple question, and it will likely be a simple answer. Nice and easy.
8. What made you decide to try our product over other solutions?
This essentially gets the customer to sell your product back to you, which is phenomenal. And someone reading the case study might think, “They’re right; I’ve also looked for a lead scoring tool with a great interface, I’d try that.”
Questions About How They Used The Product or Service
This will likely be one of the meatier parts of the case study interview because this is where some of the actionable information comes into play. How did your clients use your product or service, what steps did they take, and how can others use this to replicate the eventual results we’ll discover?
These are the case study questions to ask:
9. Which specific products and product features did your team use?
Say you’re selling invoicing software to small businesses. Not all clients will use every feature.
Graphic designers, for example, may take advantage of project estimates for upfront deposits more than a copywriter who only works for flat fees. That copywriter, however, might be more likely to use invoice templates for retainer clients or automated billing features.
Ask about the products and services the team used.
10. How did your team use our products and services to meet their needs?
You know what products or services were used, but now it’s time to ask how they were used.
Project estimates, for example, allowed graphic designers to send more professional-looking invoices to clients, who could pay upfront deposits through credit card, check, or bank deposit. This helped that designer weed out clients who had no intention of paying and gave them the funds they needed to secure the supplies to begin working.
And for the copywriter who used automated billing, it saved her an exceptional amount of time and ensured she got paid on time because she sent those invoices on time.
11. How was your experience?
Was the SaaS tool user-friendly? Did your clients take advantage of a free demo program or the option to have an account manager get their entire account up and running?
Ask about their specific transition process using the tool and what made the experience a more positive one.
Questions About Their Results
Last but not least… the results. Believe it or not, some case studies skip this part of the interview, but you definitely want to include hard, quantifiable data in as many case studies as possible.
12. What end results did you get after using our product?
Ask for the results your clients achieved. If they’re comfortable sharing the information, ask for KPIs.
How did using our social media marketing software increase message response rates?
How did our marketing service improve lead generation efforts, and customer acquisition costs?
How did our lead scoring software reduce the contact-to-close period for leads or increase the overall financial value of leads acquired?
Be as specific as the client will allow. The more definitive the data you can share, the better.
13. What impact did these results have on your business?
While this may seem self-explanatory, this is a great final question that again helps the impact of your product or service really stand out.
We saw customer satisfaction increase and sales go up by about 15% by improving message response rates on social media.
Or, by getting more leads at lower costs, our business was able to reinvest those accelerated profits into additional campaigns to scale exponentially at an unprecedented rate, and now we’re opening two new branches.
This can be a combination of data-focused or story-driven impacts. Either (or both!) works well.
14. Is there anything else we should know?
Anything else you want to share? This is a short but powerful question, and while some clients will say, “nope, that’s it,” you may be surprised what some other people share with you.
There may be something they’ve been excited to talk about that hasn’t come up in the questions yet, or something may pop into mind to elaborate on something you’d discussed earlier.
Give them the floor, and see what they have to say.
If you’re going to take the time needed to conduct and write up a case study (both your own time and the client’s), you want to get it right. Coming prepared with a list of strong case study questions can help you create content that will be highly effective at generating leads and converting customers for a long time to come.
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33 Case Study Questions for Customer and Client Interviews
When selling your product or service to prospective customers, you make a stronger case when you can show concrete results. This is where a case study comes in. A case study strengthens your sales pitch by showing firsthand results. You can boost your case studies by interviewing previous customers and asking them to share how they benefited from your business. Interview your loyal customers using the following questions to build strong case studies you can share with new prospective clients.
What is a Case Study?
A case study is a detailed report that showcases how your product has benefited previous clients. It is a way to show firsthand how your product or service can benefit potential new clients. Case studies help you build trust with new clients — 88% of whom trust online customer reviews and ratings. Conversely, only 14% of customers trust advertisements.
Asking the right types of questions to your previous customers will help you better craft your final case study. Since you will be writing these studies with new clients in mind, drafting your questions beforehand will give you the right information to highlight how you have previously solved similar client issues in the past.
How to Write Case Study Questions
This section offers an outline of sections that should be included in your final case study and sample questions to ask of your clients.
Start With the Backstory
Before writing your case study questions, determine why you are writing it. Outline the major problems you intend to highlight and create questions that will allow you to articulate how you solved them. The following section includes case study question examples you can use to conduct your client interviews, but you can modify them based on your goals.
When interviewing your previous clients, first introduce them to your audience by including some background information on their company. Next, set up the case study by presenting the initial problem.
- Tell me a little bit about your business and its history.
- Who are your target customers?
- Describe your role at the company.
- What are some common challenges faced by businesses in your industry?
- What problems or challenges were you facing that led you to seek out our product/service?
- Why was this specific challenge a priority?
- How was this problem impacting your business?
- What other potential solutions had you tried before, and why weren’t they working?
Establish Your Relationship
After setting up the problem and why it was significant to your customers, ask them to define their relationship with your brand. If you are interviewing repeat customers, ask them how they discovered your business, why you were their chosen solution, and what's kept them coming back. If you are interviewing a first-time client, ask what drew them to your business over another.
Some questions can include:
- How long have you been a customer with us?
- How did you first hear about our business?
- What made you choose our company over competitors?
- How did you envision using our product or service to drive your solution?
Have Them Demonstrate Your Product
Once you have set up the initial problem and delved into how your client chose you to solve it, you can get into the details of the actual case study. Ask specific questions about how your client used your product or service.
Be detailed. These answers will help you draft a case study that resonates with prospective buyers who are facing the same issue.
- How did you use our product or service to create your solution?
- Which features of the product did you find most beneficial?
- Was this product a replacement for a similar tool you had used in the past?
- How many people at your company use our product?
- What are the advantages of using our product over another similar one?
- How was the setup and implementation process?
- Did you contact the customer service team any time during the process?
- If so, how was your customer service experience?
- How was the rollout process?
- What types of feedback have you received from employees about our product?
Outline the Product’s Benefits
This section of your interview will delve into the actual solution and its results. Use this section to ask about specific outcomes and metrics the company used to track successes.
- How did our product address your specific challenges?
- What kinds of measurable results did you see?
- Which key performance indicators (KPIs) or metrics did you measure to determine whether our product successfully solved your problem?
- How has your business changed since you deployed our product or service?
- How is your initial problem currently impacting your business? Is it still an issue, or has it been resolved?
- How would you recommend other customers use our product to get the best results?
Wrap Up the Interview
At the end of the interview, ask some general business case study questions relating to customer satisfaction and relationship management. You can use these to conclude the case study. This section of the interview is also likely to generate some potential customer quotes you can use in your marketing materials .
- Have you referred us to your friends or clients?
- How likely are you to work with us again?
- How can we improve our product to best meet your future needs?
- In which other instances can you see our product providing a viable solution?
- Is there anyone else I can talk to for more information?
How to Ask Your Clients for an Interview
If you have been in business for a while, you probably know your best advocates. Think about your top customers, and start by asking those who are the most likely to promote your business. If you know a client who often refers customers to you, ask them for a specific example of how your company helped them solve a problem.
You might draw a blank when asked to identify your best advocates. In this case, talk to your sales team or your project managers to see if they know of any potential customers who would be happy to share their success stories.
Consider your customers’ time. Don’t approach them for an interview in the middle of a busy season or if they have had a recent issue with your company. Get familiar with your selected clients and how they intended to use your product so you have some background information before starting the interview.
Finally, write a personalized request. Don’t send out a form email requesting case studies. Make your requests relevant to each potential interviewee so they know they are valued customers.
How to Write the Case Study
Instead of taking notes during the interview, take a recording on your phone or a portable recording device and transcribe it when you’re done. You can take minor notes as you go along, to help when you go back to transcribe. This way you can be more engaged in the interview and follow up on interesting information that might pop up. Be sure to check that your recording hardware or software is working ahead of time, to ensure you don't lose valuable information during the interview.
The case study questions listed above are arranged as an outline of a typical case study. Start by introducing the company and the problem they were trying to solve when they sought out your business. Next, explain the process of how they used your product to solve their problem.
End the case study with numbers and statistics demonstrating how you helped the business successfully solve its problem. Make sure you get specific numbers and figures to illustrate your clients’ successes. If you don’t get them during the initial interview, follow up with a phone call or email.
Sample Case Study Questions and Answers
These sample case study questions and answers demonstrate how to extract information from your interview and turn it into an engaging business case study that is interesting and informative.
This case study from Switch, a digital marketing agency, details how the company was able to help a client improve its return on investment (ROI) on search and Facebook ad campaigns by moving them from their in-house marketing team.
The case study starts with an impressive statistic — the company improved its ROI on search ads from 1.2x to 19x in a short time period. The case study breaks this statistic down for potential leads who might not be familiar with marketing terminology, indicating that its client was able to increase sales without spending more on search engine ads.
While the actual case study interview is not published, a sample question and answer that would have generated this data could be:
- Q: How did shifting the development of search engine ad campaigns to Switch impact ad performance?
- A: The Switch team was able to change our approach. Before, we used a single strategy on our search and Facebook ads. Their team was able to create split campaigns targeted to different audiences and run A/B tests to refine the messages. In a couple of months, our ROI on search ads went from 1.2x to 19x.”
This case study goes into detail about how Switch worked with its clients to refine the Facebook and search ad strategy, ending with impressive results.
Rogers Communications featured this case study detailing how its client Brampton Caledon Community Living (BCCL) used the company’s cloud-based mobile phone system to better service clients. This case study is simple, laid out with headings like “Challenge” and “Solution.”
Rogers Communications pulled relevant quotes from the client and included them in text boxes throughout the study to break up the text. Rogers also included direct quotes from personnel at BCCL, making a strong case for its product. While it doesn’t offer hard numbers like the previous example, it does include a quote detailing how the cloud-based system has improved the work environment.
Again, the interview for this case study is not included in the example, but it does include the answers as client quotes.
- Q: What led you to switch over to the RogersUnison cloud-based platform?
- A: “We had been using more laptops and mobile phones for work outside the office and Rogers Unison was essential to this transition.”
Best Practices for Conducting A Business Case Study Interview
When you’ve found client advocates who are willing to talk to you about how your company led them to success, draft your interview questions. Keep these best practices in mind.
Being well-prepared for your interview is the best way to ensure its success. Before meeting with your client, learn what you can about the client so you can flesh out the case study. Conduct a mock interview to prepare. Talk to your sales team or the client’s specific project manager for details to better understand the client and what they were facing when they hired your company or purchased a product.
Ask Open-Ended Questions
Structure your questions so the interviewee has to give detailed answers. If you limit your interview to "yes" or "no" questions, it can be hard to gather enough information to write your case study. Open-ended questions let your client get into the specifics surrounding the study.
Do a Deep Dive
One reason you should record your interviews and transcribe them later is so you can focus on the client’s answers. Often, information will come up in an answer to one question that will prompt you to ask a follow-up question. Recording your interview lets you deviate from your prepared questions to get a more robust analysis of the case.
Getting Started on Your Case Study
Case studies are a great marketing tool for building credibility. They give prospective clients a better understanding of how you work and how you can provide alternative solutions for key issues. But the key to writing a good case study is to start with a quality interview.
You have the tools needed to draft powerful questions. So start the process by looking through your list of past clients and determining who would be the best to interview. Develop a thorough understanding of their situation and their history with your company, and then conduct your interview.
After your first few case studies, you'll be confident on how to best structure questions and refine your interviews to get the best information. Soon, you will be crafting detailed and engaging case studies to best market your business.
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Case Interview Examples for Consulting Interview Prep (2022)
- Last Updated February, 2023
Former McKinsey Engagement Manager
How to Use Case Interview Examples
Video Case Interview Example: Questions & Answers
Tips for Acing Your Case
Free Case Interview Examples (Consulting Firms)
Free Case Interview Examples (Consulting Clubs)
Welcome back for more help preparing to ace your consulting interviews!
We mentioned on the Case Interview Prep page that practice is the key to passing your consulting interviews. To practice, you’ll need some examples of case interview questions an answers to work with.
We’ve got links to loads of them below.
In addition, we have:
- Tips on how to use case interview examples to prepare for your consulting interviews,
- A video case interview example with My Consulting Offer founder Davis Nguyen and Dan, an MCO coach and ex-BCG interviewer, and
- Insight into the difference between average and exceptional answers to case interview questions.
Get ready to dive deep into structuring your analysis of business problems, identifying the key issues, and recommending solutions!
How to Use Case Interview Examples to Ace Your Case
1. start your case interview preparation early..
You’ll need to practice dozens of case interview examples to get good enough to receive an offer from one of the top consulting firms. This is not something you can cram the night before an interview.
Start as soon as possible.
2. Don’t Read Straight through Sample Case Interview Examples or Passively Watch Videos.
Some people think that the best way to improve their chances of passing a case interview is by reading as many cases interview examples as they can.
This is like reading about how to play tennis but never picking up a racket. To get better at tennis, for example, you need to actually pick up a ball and be active. The same applies to your interview preparation.
Stop and think at each step in the case interview question. Come up with your own answer and say it out loud. Practice driving each part of the case interview example yourself.
- How would you structure your analysis of the problem?
- What questions would you ask the interviewer?
- How would you set up the case math problem?
- What recommendation would you make to the client?
After you’ve developed your answer, compare it to the suggested answer for the case.
What did you get right?
How did your answer and the case interview example answer differ?
Are there things you miss consistently across multiple case interview examples?
The answers to these case interview examples can look simple when you just read through them, but it’s not easy to come up with all the key aspects of the solution on your own.
Nail the case & fit interview with strategies from former MBB Interviewers that have helped 89.6% of our clients pass the case interview.
3. Find Partners to Practice Case Interviews with.
Teamwork is an important part of consulting work, so get ready for it now. Find a case interview practice partner, preferably someone else who’s applying to jobs in the management consulting industry because they’ll know more about what recruiters are looking for.
Practicing cases with a partner provides the opportunity to get feedback from someone else on what you’re doing well and what you need to improve. Additionally, you’ll learn a lot by watching how your partner solves sample case studies.
Look for aspects of their approach that are effective as well as what they could do better. Working with a partner will make your consulting interview practice feel more real.
Similar to how you need a tennis partner to feel what is like to play tennis, you need a case partner to experience what a case interview is like.
4. Master the 4 Parts of the Case Interview.
In our article on Case Interview Prep , we discussed the 4 parts of the case interview: the opening, structure, analysis, and conclusion. As you practice with consulting case interview examples, practice each of these 4 parts to ensure you’re strong at them all.
5. Avoid Case Burnout.
A case zombie is someone who’s grown tired of casing from doing too much of it. Their answers feel rehearsed, not conversational.
They may seem bored, not engaged in solving the problem. They’ll be less creative in their solutions. They certainly won’t pass the airport test!
Avoid becoming a case zombie by practicing smarter, not harder.
Video: Case Interview Examples – Questions & Answers
In the following case interview example, Davis Nguyen, founder of My Consulting Offer, talks with Dan , an MCO coach and former BCG consultant and interviewer. Their discussion of BCG’s GenCo case is broken into 4 parts of the case interview.
In their case interview example, Davis and Dan demonstrate how to approach the business problem. They also provide examples of good answers vs. exceptional answers. Take note of what differentiates a good case interview answer from an exceptional answer so that you can not only get through your interview, but ace it.
Remember, don’t just watch the video. Stop the video and provide your own answer before listening to Dan’s answer to the case question.
Step 1: Case Interview Example Opening – Ensure you understand the client and the problem you’ll be solving in the case.
Step 2: case interview example structure – break the problem down into smaller parts. make sure you cover all key case issues., step 3: case interview example analysis – ask questions, gathering information from graphs and charts provided by the interviewer, do case math, and provide insight into the client’s business problem based on what you learn., step 4: case interview example recommendation – develop a rational recommendation for the client based on all you’ve learned throughout the case interview., tips for acing your consulting case interviews – the difference between average & exceptional, case interview opening.
The opening is a great point to ask “dumb” questions because, at this point, you’re not expected to know much about the client and their business.
Here your goal is to understand the client, their business, and what a successful project will look like.
Don’t shy away from asking for clarification on things that will help you better understand the business problem and solve it. For example, if you don’t know how life insurance works and the case is about life insurance, then ask.
After ensuring you understand the client and their problem, the next thing to ask about is key metrics of success.
For example, the client may want to find new avenues for growth. Are they looking for a 5% increase in revenue or to double their business?
Finding out what success looks like in the client’s eyes will ensure you work to deliver a solution that meets their expectations, not one that’s underwhelming.
After you find out what success looks like, ask further probing questions to better understand the client, their business, and any constraints on solving the case.
Examples of Relevant Questions to ask Your Interviewer
Examples of relevant questions about the client might include the geography they operate in or the sector of their industry they are strongest in.
Examples of relevant questions about their business might include what products or services are most profitable or most important to their customers.
Examples of relevant questions about the problem might include whether there are any costs that can’t be cut or what the maximum amount the client is able to invest in developing a new product.
Asking these types of questions up front will give you a better context for solving the client’s problem and make it more likely that you will solve the case interview.
Case Interview Structure
You’ll need a framework to make sure your analysis covers all key aspects of the consulting case.
You can use one of the many standard Case Interview Frameworks we’ve outlined , but top interviewees develop their own framework for analyzing the case interview question.
Their frameworks may include pieces of one or more of the standard frameworks but are tailored to the particular business problem they’re discussing.
Good frameworks are hypothesis-driven, that is to say they can be tested similar to the science experiment, so that the answer is either a “yes” or “no.” For example, examining your bank account to see, “if I have $400 for a ticket” is an example.
Second, good frameworks cover all topics relevant to the answer. For example, if the client is opening up a new hotel in a foreign country, checking out the existing competition should be part of the framework.
As you study more about interactive case interviews and practice them you’ll develop a sense for what factors are relevant or not relevant to the case at hand.
Finally, a good structure will be MECE or mutually exclusive and collectively exhaustive.
This means the framework will break down the market or population being analyzed into segments that include every part of the whole (collectively exhaustive), and each segment of the market or member of the population will show up in one and only one category without overlap (mutually exclusive).
For example, if you divide the target market for a retail product into segments by age, these segments would be MECE:
- 40-49, etc.
The categories 15-25, 20-30, 27-35 would not be MECE because people could be counted twice.
Case Interview Analysis
In the analysis phase of your case interview example, you’ll ask questions to get the information you need to solve the client’s business problem. Your questions will likely lead you to one of the 4 types of analysis that are common in consulting interviews: market sizing, brainstorming, quantitative reasoning (case math), or reading exhibits.
No matter which of these types of analysis comes up, there’s a 4-step method that ensures you can crack the case.
This 4-step method is:
- Ask for data,
- Interpret the data,
- Provide insight, and
- Outline next steps.
The data you ask for will depend on the case interview question you’re solving. For example, if the question is about profitability, you’ll need to know about the client’s finances: dig into revenues and costs.
For example, if you find that the client’s revenues are flat while their costs have been rising, you’ll know that the problem is in the cost structure and that you’ll need to examine costs more closely.
Next, provide insight. As you examine costs further, you’ll find out why they’ve grown faster than revenues.
This insight will naturally lead to the next steps. What does the client need to do to get costs under control and fix their profitability problem?
You may need to go through this 4-step method a couple of times, focusing on different aspects of the client’s business problem.
Once you’ve examined and developed insight into all key aspects of the problem, your next step will be to conclude the interview with a recommendation for the client.
Case Interview Conclusion
At this point, you’ve hopefully cracked the case and are ready to present your recommendations to the client (your interviewer).
The best way to do this is to use the 5R approach:
- Recap – restate the business problem you’ve analyzed. In consulting this is done because a CEO might have hired 5 McKinsey teams and can’t remember which one you are on.
- Recommendations – Provide the solution your analysis led to. We lead with the recommendation because it is the most important piece of information. Stating it first and clearly puts everyone on the same page.
- Reasons – Summarize the key facts and insights that lead you to your recommendations.
- Risks – Outline any risks the client should be aware of as they implement your recommendations. No recommendation has a 100% probability of success. Clients need to be aware of business risks in the same way patients need to understand the side effects of drugs.
- Retaining the client – Provide next steps for how you can help the client ensure success. As consultants, we are paid for helping our clients. If there is a natural extension of the work as the client implements the team’s recommendations, we should tell them how we can provide further assistance (and ultimately make money for your firm).
While most candidates will address their recommendations and possibly the reasons for their recommendations, few will hit all these points.
In particular, outlining risks and further ways you can help the client will differentiate you from other candidates and help you to advance to the second round of interviews or get the offer.
Free Online Case Interview Examples from 7 Top Consulting Firms
Now that you’re familiar with how you should use case interview examples and what differentiates an average answer from an exceptional one, you need sample questions to practice with.
Below, we provide links to dozens to help you hone your business problem-solving skills.
1. McKinsey Case Interview Examples
Disconsa – Help a not-for-profit develop better financial-service offerings for remote Mexican communities.
Electro-Light – Help a beverage manufacturer prepare for a new product launch.
GlobalPharm – Help a pharmaceutical industry client manage with its merger and acquisitions strategy.
Transforming a National Education System – Help a country’s education ministry develop a new strategy for educating the country’s children.
2. BCG Case Interview Examples
Airline – Help a low-cost air carrier to remain profitable despite a recent fuel price hike.
Drug – Help a drug manufacturer to set a suitable price for their new drug.
Driving Revenue Growth – Help a medical devices and services company to increase revenues following an acquisition. (The same one that is highlighted above in our example)
Crafting a Distribution Strategy – Help a cereal manufacturer evaluate their distribution strategy.
3. Bain Case Interview Examples
3D television – Help a television manufacturer decide whether to develop a 3D product.
4. Deloitte Case Interview Examples
Footloose – Help a footwear company improve their market share in the boots category.
Higher Education Merger: Technology Institute of the West – Help a higher education institution expand into online learning.
Strategy: Extreme Athletes World Games – Help a new sports organization to plan its budget and strategic business plan.
Digital Engineering: Green Apron – Help a grocery store chain design their new e-commerce platform.
5. AT Kearney Case Interview Examples
Promotion Planning – Help a national grocery and drug store chain improve its product promotion strategy.
6. PWC Case Interview Examples
Healthcare AI Innovator – Help a health care information provider improve its communication with pharmaceutical clients to improve outcomes.
Love at First Byte – Help a data management client comply with new regulations.
Prioritizing Ethics and Integrity – Help a software company leverage data analytics to comply with regulations.
Telecom Giant Doubles its Size With an Acquisition – Help a telecommunications company integrate a newly acquired business.
7. Accenture Case Interview Examples
The “Great Unknown” – Help a leading manufacture of prefabricated kitchen furnishings turn around its recent loss of market share.
The “Parade of Facts” – Help a leading food company develop a fresh prepared meal business.
The “Back of the Envelope” – Estimate the total number of dry cleaners in Philadelphia.
8. Capital One Case Interview Examples
Ice Cream Corporation – Help the president of Ice Cream Corporation grow profits.
9. Oliver Wyman Case Interview Examples
Wumbleworld – Help a China-based theme park operator identify the reasons for declining profits and develop options for reversing the trend.
Aqualine – Help a manufacturer of small power boats determine why its sales growth has slowed and identify opportunities to boost sales.
10. LEK Case Interview Examples
Theater chain – Help a large theater chain identify revenue growth opportunities.
Free Online Case Interview Examples from Consulting Clubs
Need more case interview examples? Here are links to MBA case books compiled by INSEAD, Harvard, Wharton, Darden, and several other business schools.
Recent Consulting Case Interview Examples
- 2019 Berkeley Haas School of Business Consulting Club Interview Preparation Guide and Case Book
- 2017-2018 Berkeley Haas School of Business Consulting Club Case Interview Examples
- 2017-2018 McCombs University of Texas at Austin Consulting Case Interview Examples
- Columbia Business School Management Consulting Association Case Book 2017
- Duke Fuqua School of Business MBA Consulting Case Interview Examples 2016-2017
- NYU Stern MBA MCA Case Book: 2017
- UCLA Anderson School of Management Consulting Association Case Interview Examples 2015-2015
- Darden Consulting Club Case Book: 2014-2015
- Yale Life Sciences Consulting Case Book 2014
- ESADE MBA Consulting Club Case Interview Examples 2014
- Darden Consulting Case Book: 2012-2013 Edition
- Kellogg Consulting Club Case Book and Interview Guide: 2012 Edition
Even More Consulting Case Interview Examples
- The Cornell Consulting Club Interview Prep Website
- Harvard Business School Management Consulting Club Case Interview Examples
- The MIT Sloan School of Management Consulting Club Case Book and Interview Guide – October 2001
- The Berkeley MBA Haas Consulting Club 2006 Case Interview Examples
- London Business School – The 2006 Consulting Club Case Book
- Columbia Business School Management Consulting Association Case Book – 2006
- Torch the Case – The NYU Stern Consulting Case Book – 2007 edition
- Michigan – the Ross School of Business Consulting Club 2010 Case Interview Examples
- Wharton Case Book by the Wharton Consulting Club – December 2010
- The Duke MBA Consulting Club Case Interview Examples – 2010-2011
- Case Interview Book by the ESADE MBA Consulting Club 2011
- INSEAD Consulting Club Handbook – 2011
If you still have questions on case interview examples, leave them in the comments below. We’ll ask our My Consulting Offer coaches and get back to you with answers.
We have tons of other articles to help you get an offer from one of the top consulting firms. Check out our pages on:
- Case Interview Math ,
- Case Interview Types, and
- Market Sizing Questions .
Help with Case Study Interview Preparation
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3 Top Strategies to Master the Case Interview in Under a Week
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Table of content
Case interview questions
Case interviews at management consulting firms are among the most difficult job interviews, but they are also quite predictable. Once you know the types of questions they ask, preparation is straightforward. Using years of experience at McKinsey, as well as field reports from thousands of candidates, I’ve crafted a list of 8 common case interview questions, and in this article, I’ll show you how to answer each of them.
Case interview questions – Overview
Types of case interview questions .
Most questions in case interviews belong to one of these 9 types: 1. Framework/issue tree questions 2. Market-sizing and guesstimate questions 3. Valuation questions 4. Brain teaser questions 5. Chart insight questions 6. Value proposition questions 7. Information questions 8. Math problems 9. Solution-finding questions In this article, we’ll discuss how to answer each question, along with the necessary tips and tricks.
How to answer case interview questions
There are the fo ur basic steps to answer case interview questions:
This general outline may vary depending on each type and each question – for example, brain teasers or information questions need only the last step, while market-sizing and framework questions need all four steps to deliver the perfect answer.
Type 1 – Framework/Issue tree questions
If the interviewer asks you to identify factors contributing to a problem or to break down an entity (such as the revenue of a business), he/she is telling you to draw an issue tree. And to draw a spot-on issue tree, you need to master consulting problem-solving foundations , the MECE principle , and common consulting frameworks . You should check out our other articles on these topics before moving on, because mastering the issue tree is the key to acing every possible case interview. You also need good business intuition to draw good issue trees, so that’s all the more reason to start reading every day.
Job: Factors from the job itself. Further divided into 3 sub-branches
Company: Factors from the work environment within the restaurant chain, surrounding the affected jobs. Further divided into 2 sub-branches
Competitors: Factors from outside the restaurant chain, related to competing job offers. Further divided into 2 sub-branches.
For detailed guides on issue trees, frameworks and their principles, see the articles on Issue Trees , Case Interview Frameworks, and MECE Principle
Type 2 – Market-sizing & guesstimate
These questions go along the lines of “How many trees are there in Central Park?” or “What’s the market size of pick-up trucks in the USA?” The key to nailing market-sizing and guesstimate questions lies in not the closest results, but the most logical and structured approaches. In fact, the interviewer expects you to follow these four steps:
Unless you come up with something about 10 times the reasonable estimate, don’t worry about being “wrong” – the interviewer is unlikely to have a “correct” number in mind, he/she just wants to see your structured mindset. This question type is so common, we devote a whole article to it, and our Case Interview End-to-End Secrets Program have a separate package on these questions. Check out our comprehensive guide on Market-Sizing & Guesstimate Questions for more details! Now, here’s a quick example for you to try and get used to this type:
Market-Sizing & Guesstimate Questions
How to Estimate Logically and Structurally
Break down the problem: The global smartphone market can be divided into three segments – developed countries, developing countries, and undeveloped countries. In each segment, the annual unit sales of smartphones depend on four variables:
Solve each piece:
=> Estimated global smartphone market: 1.53 billion units per year => Actual 2019 global smartphone sales: 1.37 billion units (error margin: 11.7%) This market-sizing question is solved using a four-step process, which is explained in this article: Market-Sizing & Guesstimate Questions
Type 3 – Valuation questions
Valuation questions are a blend of guesstimation/market-sizing, math, and business. They also require basic finance knowledge. There are three ways to estimate the value of a business:
In real case interviews, you have to justify your approach then ask the interviewer to give you the necessary data.
Type 4 – Brain teasers
Brain teasers are riddles designed to test unconventional, creative, and logical thinking. A famous example of this is Accenture’s “How do you put a giraffe in a fridge?”. Although not as popular as before, brain teasers might still appear in consulting interviews; therefore, you should spend some time to prepare. Most brain teasers can be allocated into these seven types:
In our Case Interview End-to-End Secrets Program , there are +200 brain teasers to help you prepare for these “unpredictable” questions. You can also read our article about Case Interview Brain Teasers for insights on all of these exciting brain teasers, as well as 30 example questions and answers!
Brain Teaser Questions
Cracking the Most Unpredictable Interview Questions with 30 Examples
Answer Key Open the fridge, put the giraffe in, then close the fridge. The question never says how big the fridge or the giraffe is. For the logic and approach behind each kind of brain teasers, see the article on Brain Teasers.
Type 5 – Chart insight questions
You can’t be a management consultant without mastering the use of charts – the complex, scary-looking real-world charts such as those included in our Case Interview End-to-End Secrets Program. In management consulting and case interviews, most charts are one (or a combination) of these four basic types:
To read these charts and answer chart-insights questions effectively, you must follow a structured, comprehensive process:
You can find a more detailed guide in the Charts section in our article about Consulting Math.
Type 6 – Value proposition questions
No business or consulting candidate can succeed without understanding the customers! Value-proposition questions are not only about correctly identifying customer preferences, but also about analyzing and delivering the answer in a structured fashion. The former relies heavily on business knowledge and intuition, but the latter can be trained methodically and quickly. Personally, I use a “double issue-tree” – essentially a table with customer segments on one axis and proposed values on the other: For segmenting customers, you can use the following table. However, don’t over-rely on it, since there may be more relevant and insightful question-specific segmentations.
In some cases, clarification is also necessary – both to avoid “answering the wrong question” and to narrow down the range of customers/values you need to cover in the answer.
Type 7 – Information questions
“Information questions” essentially ask if the piece of data you use is obtainable in the first place. In real consulting work, data is not always available – client team members may refuse to cooperate or there’s simply no data on the subject. There are many kinds of information sources in case interviews/consulting works, but I’ll divide them into primary and secondary sources. Primary sources means you must do the research yourself (or pay someone else to do it for you), such as customer surveys or mystery shoppings. If someone already did that research, and you use their results, it’s called a secondary source – you can get these from the client , the consulting firm you work for, or third-parties such as market research firms or external industry experts. You can find out more about these sources and how to cite them in real case interviews through this free Prospective Candidate Starter Pack, which contains a glossary of data sources in consulting. Our Prospective Candidate Starter Pack has a sheet containing all the possible sources of information in case interviews and consulting projects, among numerous other free resources; you can download and use it to answer these questions, by subscribing to our newsletter at the end of this article.
Type 8 – Math problems
When you have to do the math, perform back-of-the-envelope calculations in a structured fashion, and say out loud what you’re writing. For one thing, it’s safe; for another, you show that you’re careful, organized, and reliable – just like actual consultants. We have a Math Practice Tool right here! Use it every day, and you’ll be a master of mental calculations in no time flat! We have a dedicated article on Consulting Math, which you should definitely read.
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Type 9 – Solution-finding questions
When dealing with solution questions, keep these four points in mind:
Last but not least, deliver at least two solutions, preferably three to five. Otherwise, you’ll appear uncreative and lazy to the interviewer’s eyes. Nailing these questions relies on having excellent business intuition; our Case Interview End-to-End Program has a dedicated Business Intuition package, but you should also train a habit of reading consulting and business articles daily, to sharpen your business mind.
Reminders on case interview questions
The questions are not clear-cut in candidate-led cases.
There are two extremes in consulting case interview format: interviewer-led (McKinsey) and candidate-led (BCG, Bain).
This list, therefore, is much more relevant to the interviewer-led format; nonetheless, this guide is still quite beneficial for candidate-led cases, because when solving that big problem, you’ll have to tackle small issues similar to the 8 aforementioned question types.
Mastering the fundamentals is crucial to consistent performance
Although it’s good to study the case interview questions, it is no substitute for mastering the fundamental principles. Learning the exercises without the basics is like building a house without a foundation. My poor neighbor’s house developed a huge crack right down the center because of its weak foundation, so make sure to build your case interview prep a strong one by knowing the basics first. Once you’ve mastered the fundamentals, you’ll become much more flexible – this quality is getting increasingly important because case interviews are getting less predictable, and more realistic. If you haven’t, I advise you to read these articles (especially the first 4) before practicing the question types:
Expect the unexpected
If you study those nine question types, rest assured that you’ve covered the majority of questions in case interviews. However, these are not all the possible questions you might be given. In actual cases, there are always questions that cannot be categorized neatly. If you do not prepare for these questions, it’s easy to be thrown off-balance. So, how do you prepare for “the unexpected”?
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Blog Graphic Design
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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Business Management Case Study Example
- Startup Businesses
A business case study or business management case study is a well-structured written document that summarizes real-life business scenarios or fictitious accounts of a business situation. Business case studies are usually produced for teaching and learning purposes.
Abbakin uses business management case study to prepare its future managers; to emphasize the fact that learning before doing is much more beneficial to all startups and potential entrepreneurs.
This business management case study is designed for corporate students and practical managers; and it’s suitable for small business management in Nigeria, Africa and other emerging markets.
Going into a business involves risk. And one of the most important and often overlooked decisions to make at first is how to protect yourself and the future of your business; or better minimize certain risks.
When starting a business for instance, you have many decisions to make, based on:
- What to produce
- Where to locate your business
- The best legal structure
- Who to hire
- How to get your customers
- How to raise money for the business and
- Where to start marketing your products.
In life, teaching and learning precedes practice. So as a startup entrepreneur or manager, you need to learn while providing answers to these questions and therefore acquiring new skills.
“Experience” they say is “the best teacher” though. But some experiences do end in pitfalls. There is need to exhibit some level of control based on your knowledge of the industry.
“Uncertainty can’t be good for business” said Bill Gates, the owner and founder of Microsoft.
In the large extent, the best ownership structure for your kind of business will depend on the type of services or products you choose to provide or produce.
Such is the business management case study of a startup entrepreneur name Mike Adekunle.
A Business Management Case Study Example with Solution
The mike’s story.
Mike Adekunle was a young Nigerian businessman who received a sizeable inheritance from his late father, and has decided to start a taxicab company in the popular city of Lagos, Nigeria.
As a new business, Mike recorded a sizable amount of income, even though the competition was fierce. After a couple of years Mike business has grown up to seven taxis in his fleet and the money was rolling in.
Then one day: one of his drivers calls him from the road – that he was involved in an accident!
According to his report, Mike learned that the new driver he hired was not paying attention while driving and that he seriously injured a man crossing the street.
On assessing the situation, Mike fired the driver and sent his condolences to the man in the hospital. He also went so far as to offer to pay his hospital bills, yet the victim wasn’t consoled by his efforts.
Two weeks later, Mike was served with a lawsuit, because the man can never walk again according to doctors’ report. During the case, Mike hired some lawyers who concluded to settle the case out of court.
Finally, the sum decided was vast, but Mike didn’t have any choice. This was so because Mike had not formed a Corporation or a Limited Liability Company.
Not only did the judgment force him to liquidate his entire business, but he also had to sell his home and give up a substantial amount of his children’s’ school fees.
At the end, Mike was devastated – especially when he learned that had it been he formed a Limited Liability Company (LLC); only the business would have been lost and his home and family’s financial future would have remained intact.
He was also surprised to further learned that had he placed each vehicle under comprehensive insurance poly; even the car that hit the accident victim would have been covered; and he (Mike) would still have his business and six other cars in his fleet.
Lessons from the Business Management Case Study
Every business has its own risks which the entrepreneur or captain of industry must surmount. That something has not happened does not mean all is well in a business.
If you are in business, you should save up capital for the rainy days, despite the social-political environment.
Every problem leads to new discoveries and solutions, yet this is not an example of a successful entrepreneurship.
Being a successful entrepreneur needs experience, knowledge, new skill sets and the desire to make thing happen.
Solutions for the Business Management Case Study
This case indeed provides a real-world scenario that demonstrates how business structures work for different types of companies or industries. Business owners therefore have to pick the structure that best meets their investment needs.
If your business will engage in risky activities — like trading stocks, transportation or roofing contracts — you’ll surely need to form a business organization that provides protection against personal liability. This will shields your personal assets from business debts and legal claims.
Normally, many businesses start out as sole operations, or partnerships. However, your initial choice of a business structure is not sited in stone! Much sole proprietorship businesses often evolve into some other form of businesses – like a partnership or limited liability company.
As a company grows, the needs of the owner also changes, and/or the risks of personal liability also increase. Thus, a once sole proprietorship or partnership can be converted to a Limited Liability Company or Public Company and vice versa. This is made possible by the Nigeria company law.
For businesses that will never “go public,” forming a public company probably is not worth the added expense. Instead, the simplicity and flexibility of LLCs offers a more clear advantage.
Wrapping up: Business Management Case Study
Business management case method is therefore capable of impacting administrative skills which will help you identify and analyze management issues that are very near to the real life situations.
Theses management issues which future entrepreneurs and managers are likely to encounter in their day-today lives or business careers are better prevented using near life scenarios as seen from the above business case.
Until your company is incorporated, or your sole proprietorship or partnership is registered; you should not invest any money on the name, or so. This is because the name may be changed at any time due to business changes or demand.
The name of a business is only on reserve and can be changed prior to incorporation or company registration.
You can read more about business management case study in our premium business organization topics, marketing and personnel management courses. There, every aspect of company incorporation, trademarks, business contracts and partnership agreements are well covered.
This course series discovered how to name your business; the best type of business organization to choose; and how to go about registering your professional businesses in your place of residence, especially in Nigeria. Including requirements for the federal and state laws; tax related issues and the Nigerian business permits .
Please analyze and contribute your own solution to the key problems presented in these lessons by dropping your own view on the comments section – so that others can learn from you too.
If you have any question or require additional clarifications or materials, then get it touch with us here .
To keep the conversation going, join our Business Forum and follow us on Instagram, Facebook and Twitter: @abbakinglova .
Related: 6 Types of Business Organizations Entrepreneurs Must Consider
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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
On This Page On This Page
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
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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What Is a Case Study Interview? Sample Case Study Questions and Answers
What is a case study interview, standard case interview question, logical case study interview questions, business case study questions.
There are many types of job interviews that you will face in your job hunt- HR interviews , behavioral interview questions , panel interviews , group interviews , screening interviews , etc., are just a few to name. But each of them is equally challenging, some more than others.
Today, we will discuss another addition in this series of job interviews, Case Study interviews.
In this blog, we will dive deep into understanding what are case study interviews all about, followed by some crucial sample case study interview questions and answers to help you ace your upcoming interview.
A case study interview is one where recruiters ask hypothetical business-related questions, to which the candidates have to provide recommendations accordingly.
The reason for these case study interview questions is to test the candidate's problem-solving abilities and quick-thinking capabilities.
Although every interview requires thorough preparation, case study interviews need a little more attention to ace.
Case study interview questions
It is important to know about the types of case study interview questions before we go looking for answers. Case study interview questions are of 4 types, namely:
- Standard case study questions and answers
- Market sizing case study questions and answers
- Business case study questions and answers
- Logical/ trick case study questions and answers
Here are a few sample case study questions and answers to help you understand better.
How would you introduce a product into a foreign market? What are the risks and benefits to consider i.e., producing in your own country vs producing in the new country, etc.?
“My first step will be to study the targeted market and understand the customers’ demands and requirements. Next, examine the cost of production in the new country and compare it to domestic production. Once we have answers to these crucial factors, my next step is to draw up a marketing strategy that will appeal to new customers.Every customer base reacts differently to different advertisements. This makes it crucial to nail the right marketing recipe especially when introducing your product to a new customer base.”
If a company is struggling, should it be restructured? Identify its three main problems. What is the most important problem the company is facing? How would you recommend the company address this problem? How would you turn this company around? Provide your reasoning.
“If I see a company struggling, my first action will be to identify the problem areas and break it down to the most critical one. Once that is done, I will suggest a few reforms the company can undertake and give them 6 months to a year’s time. If the condition still does not improve, I would suggest a performance analysis of the problem areas, ask them to take a call accordingly. I am not pro to downsizing hence I suggest it as the final option when all other reforms have failed.”
Why are manhole covers always round and not square?
“The reason why manhole covers are round is because a square cover if turned diagonally will fall right through. On the other hand, round covers will get stuck if turned diagonally.”
There are 23 football teams playing in a tournament. What will be the least number of games played to find a tournament winner?
“Given there are 23 teams contending and each round will only present 1 winner, the final winner can only be declared after 22 rounds.”
How will you put a giraffe in a fridge?
“I’ll open the fridge, put the giraffe in and shut the door.”
Tip: Remember, no specifics were provided. So, keep your answer simple and witty.
A woman and daughter walked into a restaurant. A man walked past and the women both said “Hello, Father”. How is this possible?
“The answer is rather simple and have only 2 options. He’s either a church priest or his name is Father.”
How will you work with an underperforming team member?
“To work with an underperforming teammate, my first step will be to understand what drives them and the reason for their lack of optimum productivity. Once I have this information, I will try to give them a friendly advice and try to encourage them more to perform better with small gestures like a team lunch. If I am on the same work level with my teammate, I am not the right person to remind them of the implications of lagging behind. Hence my approach to keep them encouraged.”
Market sizing case study questions
- Please provide the total weight of a fully loaded Jumbo Jet at the time of take off.
- How will you weigh a blue whale without using a scale?
- How many people sell XYZ products in India?
- How many photocopies are taken in India each year?
These case study interview questions should be tackled carefully. Here are a few tips to face such case study questions and answers;
- Take time to gather your thoughts before answering
- Note down the key information and for calculations
- Be confident of your math skills
- Ask additional questions if you feel you are missing some information
- These questions test your ability to think laterally, logically, structurally and communicate effectively
- Use business frameworks like SWOT analyses to frame your answers
- Be aware of your market scenarios as most of market-sizing cast study interview questions test your awareness.
Hope these sample case study interview questions and answers were helpful.
In addition, when preparing to answer these questions, always carry a pen and notepad to note down information, basic calculations, etc. Secondly, ask more questions to collect more information you find lacking.
Apart from these, always practice case study interview questions and answers at home to build confidence.
All the Best!
Case Study Video Samples with Answers (Click to jump to section). Bain case study: sizing the lamp market in Mexico McKinsey case study: beverage product market entry BCG case study: home furnishings retailer revenue decline Deloitte case study: Australian uniforms producer market growth Bain case study: candy company revenue growth (with exhibits)
These kinds of case study questions will highlight the business' need they had to fulfill and appeal to future clients. What was your team's process prior to using our product? This will give the reader a baseline to compare the results for your company's product. Were there any costs associated with the process prior to using our product?
Case study questions Work through these questions on your own, using the text and exhibits in the preceding slides. An answer key is provided in the slides that follow… 1. How big is the work boot market (expressed in euros)? Does Duraflex get more of its revenue from work boots or casual boots? 2.
Top 5 Case Study Interview Questions and Answers Increasing Profits Entering a New Market Developing a New Product Pricing Strategies Mergers & Acquisitions Increasing Profits Ultimately, any client's goal is to increase profits. As a result, profitability is the most important objective in consulting case study interviews.
Yes, there are a few good business case examples you can use. Here is a summary list: GOLDMAN SACKS GOLDMINE IN MONGOLIA ACQUISITION CASE COMPREHENSIVE MARKET ENTRY CASE PEPSI'S LOS ANGELES BOTTLING PLANT A+ AIRLINES CASE AUTO MANUFACTURER PROFITABILITY DECREASE CANADIAN WILDLIFE FEDERATION SWIFT FOX POPULATION DECREASE PROFITABILITY CASE IN PHARMA
A business case example 1. The Executive Summary 2. The Finance Section 3. The Project Definition 4. Project Organization Managing the business case Making the case Frequently asked questions What is a business case
Examples of case study interview questions and answers You may also refer to these question and answer examples to guide you in your next case interview: Which product would you recommend to assist the client's business to grow? Example answer: ' After examining the many possibilities, the ideal product to select is the AI software platform.
Consulting clubs case interview examples Berkeley case book (2006) Columbia case book (2006) Darden case book (2012) Darden case book (2018) Duke case book (2010) Duke case book (2014) ESADE case book (2011) Goizueta case book (2006) Illinois case book (2015) LBS case book (2006) MIT case book (2001) Notre Dame case book (2017)
Go through the following case study for MBA with solutions: Case I: CHEMCO CASE Started in 1965, ChemCo is a leading manufacturer of car batteries in the U.K. market. Since then, it has been under the charge of Mr. Jones, the founder-owner of the firm. In 1999, the company decided to go for a diversification by expanding the product line.
The case study method is most effective in which of the following options: a. Proving out theory b. Narrowing the gap between theory and practice c. Simulating reality View Answer A group of...
These are the case study questions to ask: 12. What end results did you get after using our product? Ask for the results your clients achieved. If they're comfortable sharing the information, ask for KPIs. How did using our social media marketing software increase message response rates?
You can use these examples to get a better understanding of how case interview questions will be presented and the topics that they may cover. 1. A client of a company is a hotel located in New York City, New York. Their primary customer base is made up of mostly foreign tourists.
Case study questions are business-oriented situations or challenges presented during the interview for which candidates require to provide solutions. These questions assess a candidate's business acumen, analytical skills and problem-solving capabilities. Such questions may be entirely fictitious, based on real-world client challenges or refer ...
The case study questions listed above are arranged as an outline of a typical case study. Start by introducing the company and the problem they were trying to solve when they sought out your business. Next, explain the process of how they used your product to solve their problem.
7. Accenture Case Interview Examples. The "Great Unknown" - Help a leading manufacture of prefabricated kitchen furnishings turn around its recent loss of market share. The "Parade of Facts" - Help a leading food company develop a fresh prepared meal business.
Steps to identifying the core problems: As you identify the facts of the case you will begin to think about the problems and to decide which problems are core problems. In doing this you will need ...
How to answer case interview questions. There are the four basic steps to answer case interview questions: • Step 1: Clarify any unclear points in the question. • Step 2: Announce approach and ask for time. • Step 3: Draw issue trees to solve the given problem.
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.
A Business Management Case Study Example with Solution THE MIKE'S STORY Mike Adekunle was a young Nigerian businessman who received a sizeable inheritance from his late father, and has decided to start a taxicab company in the popular city of Lagos, Nigeria.
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.
8 case study interview tips. Here are some case study interview tips you can use to help you succeed during this type of interview: 1. Study and understand the case thoroughly. Interviewers usually give a brief that details the business scenario and instructions on the required materials to prepare.
Case study interview questions are of 4 types, namely: Standard case study questions and answers. Market sizing case study questions and answers. Business case study questions and answers. Logical/ trick case study questions and answers. Here are a few sample case study questions and answers to help you understand better.
Question. 4 answers. Jan 22, 2022. I have 10 variables (1-D.V, 8-I.V and 1-Moderarator) in my model and I have 267 no of observations i.e. sample size. I am newbie in AMOS and want to test the ...