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HBS Case Selections

business case study websites

Innovation at Moog Inc.

  • Brian J. Hall
  • Ashley V. Whillans
  • Davis Heniford
  • Dominika Randle
  • Caroline Witten

Innovation at Google Ads: The Sales Acceleration and Innovation Labs (SAIL) (A)

  • Linda A. Hill
  • Emily Tedards

Juan Valdez: Innovation in Caffeination

  • Michael I. Norton
  • Jeremy Dann

UGG Steps into the Metaverse

  • Shunyuan Zhang
  • Sharon Joseph
  • Sunil Gupta
  • Julia Kelley

Metaverse Wars

  • David B. Yoffie
  • Matt Higgins

Roblox: Virtual Commerce in the Metaverse

  • Ayelet Israeli
  • Nicole Tempest Keller

Timnit Gebru: "SILENCED No More" on AI Bias and The Harms of Large Language Models

  • Tsedal Neeley
  • Stefani Ruper

Hugging Face: Serving AI on a Platform

  • Shane Greenstein
  • Kerry Herman
  • Sarah Gulick

SmartOne: Building an AI Data Business

  • Karim R. Lakhani
  • Pippa Tubman Armerding
  • Gamze Yucaoglu
  • Fares Khrais

Honeywell and the Great Recession (A)

  • Sandra J. Sucher
  • Susan Winterberg

Target: Responding to the Recession

  • Ranjay Gulati
  • Catherine Ross
  • Richard S. Ruback
  • Royce Yudkoff

Hometown Foods: Changing Price Amid Inflation

  • Julian De Freitas
  • Jeremy Yang
  • Das Narayandas

Elon Musk's Big Bets

  • Eric Baldwin

Elon Musk: Balancing Purpose and Risk

  • Shikhar Ghosh
  • Sarah Mehta

Tesla's CEO Compensation Plan

  • Krishna G. Palepu
  • John R. Wells
  • Gabriel Ellsworth

China Rapid Finance: The Collapse of China's P2P Lending Industry

  • William C. Kirby
  • Bonnie Yining Cao
  • John P. McHugh

Forbidden City: Launching a Craft Beer in China

  • Christopher A. Bartlett
  • Carole Carlson

Booking.com

  • Stefan Thomke
  • Daniela Beyersdorfer

Innovation at Uber: The Launch of Express POOL

  • Chiara Farronato
  • Alan MacCormack

Racial Discrimination on Airbnb (A)

  • Michael Luca
  • Scott Stern
  • Hyunjin Kim

GitLab and the Future of All-Remote Work (A)

  • Prithwiraj Choudhury
  • Emma Salomon

TCS: From Physical Offices to Borderless Work

Creating a virtual internship at goldman sachs.

  • Iavor Bojinov

Unilever's Response to the Future of Work

  • William R. Kerr
  • Emilie Billaud
  • Mette Fuglsang Hjortshoej

AT&T, Retraining, and the Workforce of Tomorrow

  • Joseph B. Fuller
  • Carl Kreitzberg

Leading Change in Talent at L'Oreal

  • Lakshmi Ramarajan
  • Vincent Dessain
  • Emer Moloney
  • William W. George
  • Andrew N. McLean

Eve Hall: The African American Investment Fund in Milwaukee

  • Steven S. Rogers
  • Alterrell Mills

United Housing - Otis Gates

  • Mercer Cook

The Home Depot: Leadership in Crisis Management

  • Herman B. Leonard
  • Marc J. Epstein
  • Melissa Tritter

The Great East Japan Earthquake (B): Fast Retailing Group's Response

  • Hirotaka Takeuchi
  • Kenichi Nonomura
  • Dena Neuenschwander
  • Meghan Ricci
  • Kate Schoch
  • Sergey Vartanov

Insurer of Last Resort?: The Federal Financial Response to September 11

  • David A. Moss
  • Sarah Brennan

Under Armour

  • Rory McDonald
  • Clayton M. Christensen
  • Daniel West
  • Jonathan E. Palmer
  • Tonia Junker

Hunley, Inc.: Casting for Growth

  • John A. Quelch
  • James T. Kindley

Bitfury: Blockchain for Government

  • Mitchell B. Weiss
  • Elena Corsi

Deutsche Bank: Pursuing Blockchain Opportunities (A)

  • Lynda M. Applegate
  • Christoph Muller-Bloch

Maersk: Betting on Blockchain

  • Scott Johnson

Yum! Brands

  • Jordan Siegel
  • Christopher Poliquin

Bharti Airtel in Africa

  • Tanya Bijlani

Li & Fung 2012

  • F. Warren McFarlan
  • Michael Shih-ta Chen
  • Keith Chi-ho Wong

Sony and the JK Wedding Dance

  • John Deighton
  • Leora Kornfeld

United Breaks Guitars

David dao on united airlines.

  • Benjamin Edelman
  • Jenny Sanford

Marketing Reading: Digital Marketing

  • Joseph Davin

Social Strategy at Nike

  • Mikolaj Jan Piskorski
  • Ryan Johnson

The Tate's Digital Transformation

Social strategy at american express, mellon financial and the bank of new york.

  • Carliss Y. Baldwin
  • Ryan D. Taliaferro

The Walt Disney Company and Pixar, Inc.: To Acquire or Not to Acquire?

  • Juan Alcacer
  • David J. Collis

Dow's Bid for Rohm and Haas

  • Benjamin C. Esty

Finance Reading: The Mergers and Acquisitions Process

  • John Coates

Apple: Privacy vs. Safety? (A)

  • Henry W. McGee
  • Nien-he Hsieh
  • Sarah McAra

Sidewalk Labs: Privacy in a City Built from the Internet Up

  • Leslie K. John

Data Breach at Equifax

  • Suraj Srinivasan
  • Quinn Pitcher
  • Jonah S. Goldberg

Apple's Core

  • Noam Wasserman

Design Thinking and Innovation at Apple

  • Barbara Feinberg

Apple Inc. in 2012

  • Penelope Rossano

Iz-Lynn Chan at Far East Organization (Abridged)

  • Anthony J. Mayo
  • Dana M. Teppert

Barbara Norris: Leading Change in the General Surgery Unit

  • Boris Groysberg
  • Nitin Nohria
  • Deborah Bell

Adobe Systems: Working Towards a "Suite" Release (A)

  • David A. Thomas
  • Lauren Barley
  • Jan W. Rivkin

Starbucks Coffee Company: Transformation and Renewal

  • Nancy F. Koehn
  • Kelly McNamara
  • Nora N. Khan
  • Elizabeth Legris

JCPenney: Back in Business

  • K. Shelette Stewart
  • Christine Snively

Home Nursing of North Carolina

Castronics, llc, gemini investors, angie's list: ratings pioneer turns 20.

  • Robert J. Dolan

Basecamp: Pricing

  • Frank V. Cespedes
  • Robb Fitzsimmons

J.C. Penney's "Fair and Square" Pricing Strategy

J.c. penney's 'fair and square' strategy (c): back to the future.

  • Jose B. Alvarez

Osaro: Picking the best path

  • James Palano
  • Bastiane Huang

HubSpot and Motion AI: Chatbot-Enabled CRM

  • Thomas Steenburgh

GROW: Using Artificial Intelligence to Screen Human Intelligence

  • Ethan S. Bernstein
  • Paul D. McKinnon
  • Paul Yarabe

business case study websites

Arup: Building the Water Cube

  • Robert G. Eccles
  • Amy C. Edmondson
  • Dilyana Karadzhova

(Re)Building a Global Team: Tariq Khan at Tek

Managing a global team: greg james at sun microsystems, inc. (a).

  • Thomas J. DeLong

Organizational Behavior Reading: Leading Global Teams

Ron ventura at mitchell memorial hospital.

  • Heide Abelli

Anthony Starks at InSiL Therapeutics (A)

  • Gary P. Pisano
  • Vicki L. Sato

Wolfgang Keller at Konigsbrau-TAK (A)

  • John J. Gabarro

The 2010 Chilean Mining Rescue (A)

  • Faaiza Rashid

IDEO: Human-Centered Service Design

  • Ryan W. Buell
  • Andrew Otazo
  • Benjamin Jones
  • Alexis Brownell

business case study websites

David Neeleman: Flight Path of a Servant Leader (A)

  • Matthew D. Breitfelder

Coach Hurley at St. Anthony High School

  • Scott A. Snook
  • Bradley C. Lawrence

Shapiro Global

  • Michael Brookshire
  • Monica Haugen
  • Michelle Kravetz
  • Sarah Sommer

Kathryn McNeil (A)

  • Joseph L. Badaracco Jr.
  • Jerry Useem

Carol Fishman Cohen: Professional Career Reentry (A)

  • Myra M. Hart
  • Robin J. Ely
  • Susan Wojewoda

Alex Montana at ESH Manufacturing Co.

  • Michael Kernish

Michelle Levene (A)

  • Tiziana Casciaro
  • Victoria W. Winston

John and Andrea Rice: Entrepreneurship and Life

  • Howard H. Stevenson
  • Janet Kraus
  • Shirley M. Spence

Partner Center

  • Boston University Libraries

Business Case Studies

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business case study websites

A number of universities and organizations provide access to free business case studies.  Below are some of the best known sources.

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Many academic and business institutions develop and publish case studies. Some of these organizations provide free access to their case studies:

  • Acadia Institute of Case Studies Focuses on entrepreneurship and small business operations.
  • Business Case Studies by Company
  • Business Ethics Case Analyses
  • Canadian Centre for Occupational Health & Safety: Workplace Health Case Studies
  • Case Centre Available for a fee.
  • Daniels Fund Ethics Initiative Case Studies
  • Give to Get Marketing. Marketing and Advertising Case Studies
  • HR Open Source Case Studies
  • MarketingSherpa Choose "Case Studies" as the content type in the filters.
  • MaRS Search for "case study" in the top right search box.
  • MERLOT Business Cases
  • MIT LearningEdge Case Studies Free case studies by MIT Sloan School of Management.
  • Penske. Logistics Case Studies
  • Society of Human Resources Management.
  • Open Case Studies Project by UBC The Open Case Studies project at UBC brings together faculty and students from different disciplines to write, edit, and learn with case studies that are free and open.
  • World's Best Case Studies Short video case studies covering topics including consumer goods, services, and technology.
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  • Last Updated: Jan 17, 2024 11:02 AM
  • URL: https://guides.library.ubc.ca/businesscases

Hertz CEO Kathryn Marinello with CFO Jamere Jackson and other members of the executive team in 2017

Top 40 Most Popular Case Studies of 2021

Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies

Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT’s (Case Research and Development Team) 2021 top 40 review of cases.

Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT’s list, describes the company’s struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy. 

The success of the Hertz cases was unprecedented for the top 40 list. Usually, cases take a number of years to gain popularity, but the Hertz cases claimed top spots in their first year of release. Hertz (A) also became the first ‘cooked’ case to top the annual review, as all of the other winners had been web-based ‘raw’ cases.

Besides introducing students to the complicated financing required to maintain an enormous fleet of cars, the Hertz cases also expanded the diversity of case protagonists. Kathyrn Marinello was the CEO of Hertz during this period and the CFO, Jamere Jackson is black.

Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. “Glory, Glory, Man United!” a case about an English football team’s IPO made a surprise move to number four.  Cases on search fund boards, the future of malls,  Norway’s Sovereign Wealth fund, Prodigy Finance, the Mayo Clinic, and Cadbury rounded out the top ten.

Other year-end data for 2021 showed:

  • Online “raw” case usage remained steady as compared to 2020 with over 35K users from 170 countries and all 50 U.S. states interacting with 196 cases.
  • Fifty four percent of raw case users came from outside the U.S..
  • The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines.
  • Twenty-six of the cases in the list are raw cases.
  • A third of the cases feature a woman protagonist.
  • Orders for Yale SOM case studies increased by almost 50% compared to 2020.
  • The top 40 cases were supervised by 19 different Yale SOM faculty members, several supervising multiple cases.

CRDT compiled the Top 40 list by combining data from its case store, Google Analytics, and other measures of interest and adoption.

All of this year’s Top 40 cases are available for purchase from the Yale Management Media store .

And the Top 40 cases studies of 2021 are:

1.   Hertz Global Holdings (A): Uses of Debt and Equity

2.   Coffee 2016

3.   Hertz Global Holdings (B): Uses of Debt and Equity 2020

4.   Glory, Glory Man United!

5.   Search Fund Company Boards: How CEOs Can Build Boards to Help Them Thrive

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

27. What's Next? Search Fund Entrepreneurs Reflect on Life After Exit

28. Searching for a Search Fund Structure: A Student Takes a Tour of Various Options

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

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Free cases from The Case Centre

business case study websites

As a useful resource for case teachers, and to encourage the growth in case use, The Case Centre partnered with a group of leading business schools to provide this collection of ten free cases.

business case study websites

Search our full collection of diverse management cases, articles, book chapters and teaching materials from leading authors, schools and publishers worldwide.

Educators and trainers can also access free online preview copies and instructor materials.

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business case study websites

7 Favorite Business Case Studies to Teach—and Why

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FEATURED CASE STUDIES

The Army Crew Team . Emily Michelle David of CEIBS

ATH Technologies . Devin Shanthikumar of Paul Merage School of Business

Fabritek 1992 . Rob Austin of Ivey Business School

Lincoln Electric Co . Karin Schnarr of Wilfrid Laurier University

Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth . Gary Pisano of Harvard Business School

The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron . Francesca Gino of Harvard Business School

Warren E. Buffett, 2015 . Robert F. Bruner of Darden School of Business

To dig into what makes a compelling case study, we asked seven experienced educators who teach with—and many who write—business case studies: “What is your favorite case to teach and why?”

The resulting list of case study favorites ranges in topics from operations management and organizational structure to rebel leaders and whodunnit dramas.

1. The Army Crew Team

Emily Michelle David, Assistant Professor of Management, China Europe International Business School (CEIBS)

business case study websites

“I love teaching  The Army Crew Team  case because it beautifully demonstrates how a team can be so much less than the sum of its parts.

I deliver the case to executives in a nearby state-of-the-art rowing facility that features rowing machines, professional coaches, and shiny red eight-person shells.

After going through the case, they hear testimonies from former members of Chinese national crew teams before carrying their own boat to the river for a test race.

The rich learning environment helps to vividly underscore one of the case’s core messages: competition can be a double-edged sword if not properly managed.

business case study websites

Executives in Emily Michelle David’s organizational behavior class participate in rowing activities at a nearby facility as part of her case delivery.

Despite working for an elite headhunting firm, the executives in my most recent class were surprised to realize how much they’ve allowed their own team-building responsibilities to lapse. In the MBA pre-course, this case often leads to a rich discussion about common traps that newcomers fall into (for example, trying to do too much, too soon), which helps to poise them to both stand out in the MBA as well as prepare them for the lateral team building they will soon engage in.

Finally, I love that the post-script always gets a good laugh and serves as an early lesson that organizational behavior courses will seldom give you foolproof solutions for specific problems but will, instead, arm you with the ability to think through issues more critically.”

2. ATH Technologies

Devin Shanthikumar, Associate Professor of Accounting, Paul Merage School of Business

business case study websites

“As a professor at UC Irvine’s Paul Merage School of Business, and before that at Harvard Business School, I have probably taught over 100 cases. I would like to say that my favorite case is my own,   Compass Box Whisky Company . But as fun as that case is, one case beats it:  ATH Technologies  by Robert Simons and Jennifer Packard.

ATH presents a young entrepreneurial company that is bought by a much larger company. As part of the merger, ATH gets an ‘earn-out’ deal—common among high-tech industries. The company, and the class, must decide what to do to achieve the stretch earn-out goals.

ATH captures a scenario we all want to be in at some point in our careers—being part of a young, exciting, growing organization. And a scenario we all will likely face—having stretch goals that seem almost unreachable.

It forces us, as a class, to really struggle with what to do at each stage.

After we read and discuss the A case, we find out what happens next, and discuss the B case, then the C, then D, and even E. At every stage, we can:

see how our decisions play out,

figure out how to build on our successes, and

address our failures.

The case is exciting, the class discussion is dynamic and energetic, and in the end, we all go home with a memorable ‘ah-ha!’ moment.

I have taught many great cases over my career, but none are quite as fun, memorable, and effective as ATH .”

3. Fabritek 1992

Rob Austin, Professor of Information Systems, Ivey Business School

business case study websites

“This might seem like an odd choice, but my favorite case to teach is an old operations case called  Fabritek 1992 .

The latest version of Fabritek 1992 is dated 2009, but it is my understanding that this is a rewrite of a case that is older (probably much older). There is a Fabritek 1969 in the HBP catalog—same basic case, older dates, and numbers. That 1969 version lists no authors, so I suspect the case goes even further back; the 1969 version is, I’m guessing, a rewrite of an even older version.

There are many things I appreciate about the case. Here are a few:

It operates as a learning opportunity at many levels. At first it looks like a not-very-glamorous production job scheduling case. By the end of the case discussion, though, we’re into (operations) strategy and more. It starts out technical, then explodes into much broader relevance. As I tell participants when I’m teaching HBP's Teaching with Cases seminars —where I often use Fabritek as an example—when people first encounter this case, they almost always underestimate it.

It has great characters—especially Arthur Moreno, who looks like a troublemaker, but who, discussion reveals, might just be the smartest guy in the factory. Alums of the Harvard MBA program have told me that they remember Arthur Moreno many years later.

Almost every word in the case is important. It’s only four and a half pages of text and three pages of exhibits. This economy of words and sparsity of style have always seemed like poetry to me. I should note that this super concise, every-word-matters approach is not the ideal we usually aspire to when we write cases. Often, we include extra or superfluous information because part of our teaching objective is to provide practice in separating what matters from what doesn’t in a case. Fabritek takes a different approach, though, which fits it well.

It has a dramatic structure. It unfolds like a detective story, a sort of whodunnit. Something is wrong. There is a quality problem, and we’re not sure who or what is responsible. One person, Arthur Moreno, looks very guilty (probably too obviously guilty), but as we dig into the situation, there are many more possibilities. We spend in-class time analyzing the data (there’s a bit of math, so it covers that base, too) to determine which hypotheses are best supported by the data. And, realistically, the data doesn’t support any of the hypotheses perfectly, just some of them more than others. Also, there’s a plot twist at the end (I won’t reveal it, but here’s a hint: Arthur Moreno isn’t nearly the biggest problem in the final analysis). I have had students tell me the surprising realization at the end of the discussion gives them ‘goosebumps.’

Finally, through the unexpected plot twist, it imparts what I call a ‘wisdom lesson’ to young managers: not to be too sure of themselves and to regard the experiences of others, especially experts out on the factory floor, with great seriousness.”

4. Lincoln Electric Co.

Karin Schnarr, Assistant Professor of Policy, Wilfrid Laurier University

business case study websites

“As a strategy professor, my favorite case to teach is the classic 1975 Harvard case  Lincoln Electric Co.  by Norman Berg.

I use it to demonstrate to students the theory linkage between strategy and organizational structure, management processes, and leadership behavior.

This case may be an odd choice for a favorite. It occurs decades before my students were born. It is pages longer than we are told students are now willing to read. It is about manufacturing arc welding equipment in Cleveland, Ohio—a hard sell for a Canadian business classroom.

Yet, I have never come across a case that so perfectly illustrates what I want students to learn about how a company can be designed from an organizational perspective to successfully implement its strategy.

And in a time where so much focus continues to be on how to maximize shareholder value, it is refreshing to be able to discuss a publicly-traded company that is successfully pursuing a strategy that provides a fair value to shareholders while distributing value to employees through a large bonus pool, as well as value to customers by continually lowering prices.

However, to make the case resonate with today’s students, I work to make it relevant to the contemporary business environment. I link the case to multimedia clips about Lincoln Electric’s current manufacturing practices, processes, and leadership practices. My students can then see that a model that has been in place for generations is still viable and highly successful, even in our very different competitive situation.”

5. Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth

Gary Pisano, Professor of Business Administration, Harvard Business School

business case study websites

“My favorite case to teach these days is  Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth .

I love teaching this case for three reasons:

1. It demonstrates how a company in a super-tough, highly competitive business can do very well by focusing on creating unique operating capabilities. In theory, Pal’s should have no chance against behemoths like McDonalds or Wendy’s—but it thrives because it has built a unique operating system. It’s a great example of a strategic approach to operations in action.

2. The case shows how a strategic approach to human resource and talent development at all levels really matters. This company competes in an industry not known for engaging its front-line workers. The case shows how engaging these workers can really pay off.

3. Finally, Pal’s is really unusual in its approach to growth. Most companies set growth goals (usually arbitrary ones) and then try to figure out how to ‘backfill’ the human resource and talent management gaps. They trust you can always find someone to do the job. Pal’s tackles the growth problem completely the other way around. They rigorously select and train their future managers. Only when they have a manager ready to take on their own store do they open a new one. They pace their growth off their capacity to develop talent. I find this really fascinating and so do the students I teach this case to.”

6. The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron

Francesca Gino, Professor of Business Administration, Harvard Business School

business case study websites

“My favorite case to teach is  The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron .

The case surprises students because it is about a leader, known in the unit by the nickname Chaos , who inspired his squadron to be innovative and to change in a culture that is all about not rocking the boat, and where there is a deep sense that rules should simply be followed.

For years, I studied ‘rebels,’ people who do not accept the status quo; rather, they approach work with curiosity and produce positive change in their organizations. Chaos is a rebel leader who got the level of cultural change right. Many of the leaders I’ve met over the years complain about the ‘corporate culture,’ or at least point to clear weaknesses of it; but then they throw their hands up in the air and forget about changing what they can.

Chaos is different—he didn’t go after the ‘Air Force’ culture. That would be like boiling the ocean.

Instead, he focused on his unit of control and command: The 99th squadron. He focused on enabling that group to do what it needed to do within the confines of the bigger Air Force culture. In the process, he inspired everyone on his team to be the best they can be at work.

The case leaves the classroom buzzing and inspired to take action.”

7. Warren E. Buffett, 2015

Robert F. Bruner, Professor of Business Administration, Darden School of Business

business case study websites

“I love teaching   Warren E. Buffett, 2015  because it energizes, exercises, and surprises students.

Buffett looms large in the business firmament and therefore attracts anyone who is eager to learn his secrets for successful investing. This generates the kind of energy that helps to break the ice among students and instructors early in a course and to lay the groundwork for good case discussion practices.

Studying Buffett’s approach to investing helps to introduce and exercise important themes that will resonate throughout a course. The case challenges students to define for themselves what it means to create value. The case discussion can easily be tailored for novices or for more advanced students.

Either way, this is not hero worship: The case affords a critical examination of the financial performance of Buffett’s firm, Berkshire Hathaway, and reveals both triumphs and stumbles. Most importantly, students can critique the purported benefits of Buffett’s conglomeration strategy and the sustainability of his investment record as the size of the firm grows very large.

By the end of the class session, students seem surprised with what they have discovered. They buzz over the paradoxes in Buffett’s philosophy and performance record. And they come away with sober respect for Buffett’s acumen and for the challenges of creating value for investors.

Surely, such sobriety is a meta-message for any mastery of finance.”

More Educator Favorites

business case study websites

Emily Michelle David is an assistant professor of management at China Europe International Business School (CEIBS). Her current research focuses on discovering how to make workplaces more welcoming for people of all backgrounds and personality profiles to maximize performance and avoid employee burnout. David’s work has been published in a number of scholarly journals, and she has worked as an in-house researcher at both NASA and the M.D. Anderson Cancer Center.

business case study websites

Devin Shanthikumar  is an associate professor and the accounting area coordinator at UCI Paul Merage School of Business. She teaches undergraduate, MBA, and executive-level courses in managerial accounting. Shanthikumar previously served on the faculty at Harvard Business School, where she taught both financial accounting and managerial accounting for MBAs, and wrote cases that are used in accounting courses across the country.

business case study websites

Robert D. Austin is a professor of information systems at Ivey Business School and an affiliated faculty member at Harvard Medical School. He has published widely, authoring nine books, more than 50 cases and notes, three Harvard online products, and two popular massive open online courses (MOOCs) running on the Coursera platform.

business case study websites

Karin Schnarr is an assistant professor of policy and the director of the Bachelor of Business Administration (BBA) program at the Lazaridis School of Business & Economics at Wilfrid Laurier University in Waterloo, Ontario, Canada where she teaches strategic management at the undergraduate, graduate, and executive levels. Schnarr has published several award-winning and best-selling cases and regularly presents at international conferences on case writing and scholarship.

business case study websites

Gary P. Pisano is the Harry E. Figgie, Jr. Professor of Business Administration and senior associate dean of faculty development at Harvard Business School, where he has been on the faculty since 1988. Pisano is an expert in the fields of technology and operations strategy, the management of innovation, and competitive strategy. His research and consulting experience span a range of industries including aerospace, biotechnology, pharmaceuticals, specialty chemicals, health care, nutrition, computers, software, telecommunications, and semiconductors.

business case study websites

Francesca Gino studies how people can have more productive, creative, and fulfilling lives. She is a professor at Harvard Business School and the author, most recently, of  Rebel Talent: Why It Pays to Break the Rules at Work and in Life . Gino regularly gives keynote speeches, delivers corporate training programs, and serves in advisory roles for firms and not-for-profit organizations across the globe.

business case study websites

Robert F. Bruner is a university professor at the University of Virginia, distinguished professor of business administration, and dean emeritus of the Darden School of Business. He has also held visiting appointments at Harvard and Columbia universities in the United States, at INSEAD in France, and at IESE in Spain. He is the author, co-author, or editor of more than 20 books on finance, management, and teaching. Currently, he teaches and writes in finance and management.

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business case study websites

How to Write a Case Study: Bookmarkable Guide & Template

Braden Becker

Published: November 30, 2023

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

company conducting case study with candidate after learning how to write a case study

Sure, you could say that you're great at X or that you're way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study. In fact, HubSpot’s 2020 State of Marketing report found that case studies are so compelling that they are the fifth most commonly used type of content used by marketers.

Download Now: 3 Free Case Study Templates

Below, I'll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.

Case Study Definition

Case study templates, how to write a case study.

  • How to Format a Case Study

Business Case Study Examples

A case study is a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.

In professional settings, it's common for a case study to tell the story of a successful business partnership between a vendor and a client. Perhaps the success you're highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company's services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers and help you attract new clients.

business case study websites

Free Case Study Templates

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

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

You're all set!

Click this link to access this resource at any time.

Why write a case study? 

I know, you’re thinking “ Okay, but why do I need to write one of these? ” The truth is that while case studies are a huge undertaking, they are powerful marketing tools that allow you to demonstrate the value of your product to potential customers using real-world examples. Here are a few reasons why you should write case studies. 

1. Explain Complex Topics or Concepts

Case studies give you the space to break down complex concepts, ideas, and strategies and show how they can be applied in a practical way. You can use real-world examples, like an existing client, and use their story to create a compelling narrative that shows how your product solved their issue and how those strategies can be repeated to help other customers get similar successful results.  

2. Show Expertise

Case studies are a great way to demonstrate your knowledge and expertise on a given topic or industry. This is where you get the opportunity to show off your problem-solving skills and how you’ve generated successful outcomes for clients you’ve worked with. 

3. Build Trust and Credibility

In addition to showing off the attributes above, case studies are an excellent way to build credibility. They’re often filled with data and thoroughly researched, which shows readers you’ve done your homework. They can have confidence in the solutions you’ve presented because they’ve read through as you’ve explained the problem and outlined step-by-step what it took to solve it. All of these elements working together enable you to build trust with potential customers.

4. Create Social Proof

Using existing clients that have seen success working with your brand builds social proof . People are more likely to choose your brand if they know that others have found success working with you. Case studies do just that — putting your success on display for potential customers to see. 

All of these attributes work together to help you gain more clients. Plus you can even use quotes from customers featured in these studies and repurpose them in other marketing content. Now that you know more about the benefits of producing a case study, let’s check out how long these documents should be. 

How long should a case study be?

The length of a case study will vary depending on the complexity of the project or topic discussed. However, as a general guideline, case studies typically range from 500 to 1,500 words. 

Whatever length you choose, it should provide a clear understanding of the challenge, the solution you implemented, and the results achieved. This may be easier said than done, but it's important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the reader's interest.

The primary goal here is to effectively communicate the key points and takeaways of the case study. It’s worth noting that this shouldn’t be a wall of text. Use headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers. We’ve also seen brands incorporate video elements into case studies listed on their site for a more engaging experience. 

Ultimately, the length of your case study should be determined by the amount of information necessary to convey the story and its impact without becoming too long. Next, let’s look at some templates to take the guesswork out of creating one. 

To help you arm your prospects with information they can trust, we've put together a step-by-step guide on how to create effective case studies for your business with free case study templates for creating your own.

Tell us a little about yourself below to gain access today:

And to give you more options, we’ll highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done.

1. General Case Study Template

case study templates: general

Do you have a specific product or service that you’re trying to sell, but not enough reviews or success stories? This Product Specific case study template will help.

This template relies less on metrics, and more on highlighting the customer’s experience and satisfaction. As you follow the template instructions, you’ll be prompted to speak more about the benefits of the specific product, rather than your team’s process for working with the customer.

4. Bold Social Media Business Case Study Template

case study templates: bold social media business

You can find templates that represent different niches, industries, or strategies that your business has found success in — like a bold social media business case study template.

In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sale of your service. Customize it to reflect the different marketing channels used in your business and show off how well your business has been able to boost traffic, engagement, follows, and more.

5. Lead Generation Business Case Study Template

case study templates: lead generation business

It’s important to note that not every case study has to be the product of a sale or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template.

If you’re looking to share operational successes regarding how your team has improved processes or content, you should include the stories of different team members involved, how the solution was found, and how it has made a difference in the work your business does.

Now that we’ve discussed different templates and ideas for how to use them, let’s break down how to create your own case study with one.

  • Get started with case study templates.
  • Determine the case study's objective.
  • Establish a case study medium.
  • Find the right case study candidate.
  • Contact your candidate for permission to write about them.
  • Ensure you have all the resources you need to proceed once you get a response.
  • Download a case study email template.
  • Define the process you want to follow with the client.
  • Ensure you're asking the right questions.
  • Layout your case study format.
  • Publish and promote your case study.

1. Get started with case study templates.

Telling your customer's story is a delicate process — you need to highlight their success while naturally incorporating your business into their story.

If you're just getting started with case studies, we recommend you download HubSpot's Case Study Templates we mentioned before to kickstart the process.

2. Determine the case study's objective.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives.

Your first step when writing a case study is to determine the objective or goal of the subject you're featuring. In other words, what will the client have succeeded in doing by the end of the piece?

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

  • Complying with government regulation
  • Lowering business costs
  • Becoming profitable
  • Generating more leads
  • Closing on more customers
  • Generating more revenue
  • Expanding into a new market
  • Becoming more sustainable or energy-efficient

3. Establish a case study medium.

Next, you'll determine the medium in which you'll create the case study. In other words, how will you tell this story?

Case studies don't have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel.

Here are some different case study mediums to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they'll know the partnership between you and your client was a genuine success.

4. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who's well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they're more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you've provided non-traditional customers — in industries that you don't usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own. In fact, 89% of consumers say they'll buy from a brand they already recognize over a competitor, especially if they already follow them on social media.

Customers that came to you after working with a competitor help highlight your competitive advantage and might even sway decisions in your favor.

5. Contact your candidate for permission to write about them.

To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

Most importantly at this point, however, is getting your subject's approval. When first reaching out to your case study candidate, provide them with the case study's objective and format — both of which you will have come up with in the first two steps above.

To get this initial permission from your subject, put yourself in their shoes — what would they want out of this case study? Although you're writing this for your own company's benefit, your subject is far more interested in the benefit it has for them.

Benefits to Offer Your Case Study Candidate

Here are four potential benefits you can promise your case study candidate to gain their approval.

Brand Exposure

Explain to your subject to whom this case study will be exposed, and how this exposure can help increase their brand awareness both in and beyond their own industry. In the B2B sector, brand awareness can be hard to collect outside one's own market, making case studies particularly useful to a client looking to expand their name's reach.

Employee Exposure

Allow your subject to provide quotes with credits back to specific employees. When this is an option for them, their brand isn't the only thing expanding its reach — their employees can get their name out there, too. This presents your subject with networking and career development opportunities they might not have otherwise.

Product Discount

This is a more tangible incentive you can offer your case study candidate, especially if they're a current customer of yours. If they agree to be your subject, offer them a product discount — or a free trial of another product — as a thank-you for their help creating your case study.

Backlinks and Website Traffic

Here's a benefit that is sure to resonate with your subject's marketing team: If you publish your case study on your website, and your study links back to your subject's website — known as a "backlink" — this small gesture can give them website traffic from visitors who click through to your subject's website.

Additionally, a backlink from you increases your subject's page authority in the eyes of Google. This helps them rank more highly in search engine results and collect traffic from readers who are already looking for information about their industry.

6. Ensure you have all the resources you need to proceed once you get a response.

So you know what you’re going to offer your candidate, it’s time that you prepare the resources needed for if and when they agree to participate, like a case study release form and success story letter.

Let's break those two down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

  • A clear explanation of why you are creating this case study and how it will be used.
  • A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
  • An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
  • A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter.

7. Download a case study email template.

While you gathered your resources, your candidate has gotten time to read over the proposal. When your candidate approves of your case study, it's time to send them a release form.

A case study release form tells you what you'll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick-off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:

sample case study email release form template

8. Define the process you want to follow with the client.

Before you can begin the case study, you have to have a clear outline of the case study process with your client. An example of an effective outline would include the following information.

The Acceptance

First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you. It's also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you'll want to ask the participant to complete a questionnaire before this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer's experience with your product or service.

The Draft Review

After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results and impressive growth, as well.

9. Ensure you're asking the right questions.

Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

  • What are your goals?
  • What challenges were you experiencing before purchasing our product or service?
  • What made our product or service stand out against our competitors?
  • What did your decision-making process look like?
  • How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing." Sounds fancy, right? It's actually quite simple — ask open-ended questions.

If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe ...?" or, "Tell me about ..."

In terms of the interview structure, we recommend categorizing the questions and flowing them into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.

Open with the customer's business.

The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

  • How long have you been in business?
  • How many employees do you have?
  • What are some of the objectives of your department at this time?

Cite a problem or pain point.

To tell a compelling story, you need context. That helps match the customer's need with your solution. Sample questions might include:

  • What challenges and objectives led you to look for a solution?
  • What might have happened if you did not identify a solution?
  • Did you explore other solutions before this that did not work out? If so, what happened?

Discuss the decision process.

Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

  • How did you hear about our product or service?
  • Who was involved in the selection process?
  • What was most important to you when evaluating your options?

Explain how a solution was implemented.

The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:

  • How long did it take to get up and running?
  • Did that meet your expectations?
  • Who was involved in the process?

Explain how the solution works.

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

  • Is there a particular aspect of the product or service that you rely on most?
  • Who is using the product or service?

End with the results.

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

  • How is the product or service helping you save time and increase productivity?
  • In what ways does that enhance your competitive advantage?
  • How much have you increased metrics X, Y, and Z?

10. Lay out your case study format.

When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?

To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Here are the sections we suggest, which we'll cover in more detail down below:

  • Title: Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
  • Subtitle: Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
  • Executive Summary : A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
  • About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
  • Challenges and Objectives: A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
  • How Product/Service Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
  • Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
  • Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
  • Future Plans: Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
  • Call to Action (CTA): Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.

When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

11. Publish and promote your case study.

Once you've completed your case study, it's time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Lead Gen in a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client's success and asking readers to fill out a form with their name and email address if they'd like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a "Case Studies" or "Testimonials" button along your homepage's top navigation bar.

Format for a Case Study

The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.

case study format: title

Image Source

The title is one of the most important parts of your case study. It should draw readers in while succinctly describing the potential benefits of working with your company. To that end, your title should:

  • State the name of your custome r. Right away, the reader must learn which company used your products and services. This is especially important if your customer has a recognizable brand. If you work with individuals and not companies, you may omit the name and go with professional titles: “A Marketer…”, “A CFO…”, and so forth.
  • State which product your customer used . Even if you only offer one product or service, or if your company name is the same as your product name, you should still include the name of your solution. That way, readers who are not familiar with your business can become aware of what you sell.
  • Allude to the results achieved . You don’t necessarily need to provide hard numbers, but the title needs to represent the benefits, quickly. That way, if a reader doesn’t stay to read, they can walk away with the most essential information: Your product works.

The example above, “Crunch Fitness Increases Leads and Signups With HubSpot,” achieves all three — without being wordy. Keeping your title short and sweet is also essential.

2. Subtitle

case study format: subtitle

Your subtitle is another essential part of your case study — don’t skip it, even if you think you’ve done the work with the title. In this section, include a brief summary of the challenges your customer was facing before they began to use your products and services. Then, drive the point home by reiterating the benefits your customer experienced by working with you.

The above example reads:

“Crunch Fitness was franchising rapidly when COVID-19 forced fitness clubs around the world to close their doors. But the company stayed agile by using HubSpot to increase leads and free trial signups.”

We like that the case study team expressed the urgency of the problem — opening more locations in the midst of a pandemic — and placed the focus on the customer’s ability to stay agile.

3. Executive Summary

case study format: executive summary

The executive summary should provide a snapshot of your customer, their challenges, and the benefits they enjoyed from working with you. Think it’s too much? Think again — the purpose of the case study is to emphasize, again and again, how well your product works.

The good news is that depending on your design, the executive summary can be mixed with the subtitle or with the “About the Company” section. Many times, this section doesn’t need an explicit “Executive Summary” subheading. You do need, however, to provide a convenient snapshot for readers to scan.

In the above example, ADP included information about its customer in a scannable bullet-point format, then provided two sections: “Business Challenge” and “How ADP Helped.” We love how simple and easy the format is to follow for those who are unfamiliar with ADP or its typical customer.

4. About the Company

case study format: about the company

Readers need to know and understand who your customer is. This is important for several reasons: It helps your reader potentially relate to your customer, it defines your ideal client profile (which is essential to deter poor-fit prospects who might have reached out without knowing they were a poor fit), and it gives your customer an indirect boon by subtly promoting their products and services.

Feel free to keep this section as simple as possible. You can simply copy and paste information from the company’s LinkedIn, use a quote directly from your customer, or take a more creative storytelling approach.

In the above example, HubSpot included one paragraph of description for Crunch Fitness and a few bullet points. Below, ADP tells the story of its customer using an engaging, personable technique that effectively draws readers in.

case study format: storytelling about the business

5. Challenges and Objectives

case study format: challenges and objectives

The challenges and objectives section of your case study is the place to lay out, in detail, the difficulties your customer faced prior to working with you — and what they hoped to achieve when they enlisted your help.

In this section, you can be as brief or as descriptive as you’d like, but remember: Stress the urgency of the situation. Don’t understate how much your customer needed your solution (but don’t exaggerate and lie, either). Provide contextual information as necessary. For instance, the pandemic and societal factors may have contributed to the urgency of the need.

Take the above example from design consultancy IDEO:

“Educational opportunities for adults have become difficult to access in the United States, just when they’re needed most. To counter this trend, IDEO helped the city of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects people with opportunities to learn with and from each other.”

We love how IDEO mentions the difficulties the United States faces at large, the efforts its customer is taking to address these issues, and the steps IDEO took to help.

6. How Product/Service Helped

case study format: how the service helped

This is where you get your product or service to shine. Cover the specific benefits that your customer enjoyed and the features they gleaned the most use out of. You can also go into detail about how you worked with and for your customer. Maybe you met several times before choosing the right solution, or you consulted with external agencies to create the best package for them.

Whatever the case may be, try to illustrate how easy and pain-free it is to work with the representatives at your company. After all, potential customers aren’t looking to just purchase a product. They’re looking for a dependable provider that will strive to exceed their expectations.

In the above example, IDEO describes how it partnered with research institutes and spoke with learners to create Bendable, a free educational platform. We love how it shows its proactivity and thoroughness. It makes potential customers feel that IDEO might do something similar for them.

case study format: results

The results are essential, and the best part is that you don’t need to write the entirety of the case study before sharing them. Like HubSpot, IDEO, and ADP, you can include the results right below the subtitle or executive summary. Use data and numbers to substantiate the success of your efforts, but if you don’t have numbers, you can provide quotes from your customers.

We can’t overstate the importance of the results. In fact, if you wanted to create a short case study, you could include your title, challenge, solution (how your product helped), and result.

8. Supporting Visuals or Quotes

case study format: quote

Let your customer speak for themselves by including quotes from the representatives who directly interfaced with your company.

Visuals can also help, even if they’re stock images. On one side, they can help you convey your customer’s industry, and on the other, they can indirectly convey your successes. For instance, a picture of a happy professional — even if they’re not your customer — will communicate that your product can lead to a happy client.

In this example from IDEO, we see a man standing in a boat. IDEO’s customer is neither the man pictured nor the manufacturer of the boat, but rather Conservation International, an environmental organization. This imagery provides a visually pleasing pattern interrupt to the page, while still conveying what the case study is about.

9. Future Plans

This is optional, but including future plans can help you close on a more positive, personable note than if you were to simply include a quote or the results. In this space, you can show that your product will remain in your customer’s tech stack for years to come, or that your services will continue to be instrumental to your customer’s success.

Alternatively, if you work only on time-bound projects, you can allude to the positive impact your customer will continue to see, even after years of the end of the contract.

10. Call to Action (CTA)

case study format: call to action

Not every case study needs a CTA, but we’d still encourage it. Putting one at the end of your case study will encourage your readers to take an action on your website after learning about the work you've done.

It will also make it easier for them to reach out, if they’re ready to start immediately. You don’t want to lose business just because they have to scroll all the way back up to reach out to your team.

To help you visualize this case study outline, check out the case study template below, which can also be downloaded here .

You drove the results, made the connection, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. "Shopify Uses HubSpot CRM to Transform High Volume Sales Organization," by HubSpot

What's interesting about this case study is the way it leads with the customer. This reflects a major HubSpot value, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot and is accompanied by a short video and some basic statistics on the company.

Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the additional text on the page. So, while case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.

2. "New England Journal of Medicine," by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that's what they do. So in building the case study for the studio's work on the New England Journal of Medicine's integrated advertising campaign — a project that included the goal of promoting the client's digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we've suggested — but lets the visuals do the talking, allowing users to really absorb the studio's services.

3. "Designing the Future of Urban Farming," by IDEO

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — "The Challenge" and "The Outcome."

Immediately, IDEO has communicated two of the case study's major pillars. And while that's great — the company created a solution for vertical farming startup INFARM's challenge — it doesn't stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. "Secure Wi-Fi Wins Big for Tournament," by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard can do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

5. Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot

In the case study above , HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.

6. Small Desk Plant Business Ups Sales by 30% With Trello

This case study from Trello is straightforward and easy to understand. It begins by explaining the background of the company that decided to use it, what its goals were, and how it planned to use Trello to help them.

It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.

7. Facebook's Mercedes Benz Success Story

Facebook's Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly.

Each study begins with key stats that draw the reader in. Then it's organized by highlighting a problem or goal in the introduction, the process the company took to reach its goals, and the results. Then, in the end, Facebook notes the tools used in the case study.

Showcasing Your Work

You work hard at what you do. Now, it's time to show it to the world — and, perhaps more important, to potential customers. Before you show off the projects that make you the proudest, we hope you follow these important steps that will help you effectively communicate that work and leave all parties feeling good about it.

Editor's Note: This blog post was originally published in February 2017 but was updated for comprehensiveness and freshness in July 2021.

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  • Library Catalogue

Finding case studies

On this page, introduction, finding cases, sample cases, developing and analysing cases.

"Case studies" can mean examples from organizations provided simply to illustrate a point or descriptions of organizational situations designed to be interpreted and analyzed by a learner. The resources below provide a mix of all types of case studies.

This guide also includes some resources that will be of more use to students (e.g., the tips on finding case studies in databases) and other resources that instructors will find useful (e.g., the links to case clearinghouses).

If you don't find what you need here, don't hesitate to ask for help .

  New!  We've recently added another 600+ new cases to our Sage Business Cases resource! 

Logo of SAGE Business Cases

Try searching the SFU Library catalogue  and include ( case study OR case studies OR cases ) as part of your search. Check out these sample searches:

("case study" OR "case studies" OR cases) AND "organizational behavior"

("case study" OR "case studies" OR cases) AND "strategic management"

("case study" OR "case studies" OR cases) AND "project management"

Also try an Advanced Search  in which you look for case studies in the Subject field, combined with your specific need (entrepreneurship? strategy?) as a Keyword. Add case* in the Title field as well to increase your chance of getting books that contain large numbers of cases. You can also start by  searching for books that have cases in the title AND " case studies" in the subject .

In the SFU Library catalogue, try searching for theses & graduating projects by SFU Business students. Such publications often involve specific case studies. Try searching the catalogue  again, but this time combine the word theses (plural) with your topic. See these sample searches for example theses AND "electronic commerce"  // theses AND "electronic arts" .  Also, try Dissertations and Theses Abstracts and Index  for theses completed elsewhere. See our guide to Finding University Theses and Projects from Simon Fraser and Other Universities for more suggestions.

  • In Business Source Complete enter your search terms, then either check off the Document Type Case study or include the Subject Case studies as part of your search.
  • CBCA Fulltext Business offers similar ways of finding case studies: either choose the Document Type (click on More Search Options) Case study or include the Subject Case studies as part of your search.
  • See the Sample cases area below for some specific journals focusing on business cases.

Websites & databases

Most cases sold by places such as Harvard or the Richard Ivey School of Business are not available via the library. You usually need to pay for the cases if you are not a faculty member, or if you are a faculty member and you want to assign cases in your class. If you are a student and a case has been assigned as a reading in your class, double check with your instructor to see if the case might have been pre-purchased for all members of your class.

Sage Business Cases A global and diverse collection of case studies designed to help students see theoretical business concepts put into practice. This collection is available to all SFU students, instructors, and alumni. See this blog post for further details.

Harvard Business School Cases Harvard's cases are available for direct purchase from the HBR Store .  Qualified and registered instructors  can access Harvard's Educator site to preview cases and access Teaching Notes and other supporting materials. Also see below for a discussion on how to find a small number of HBS cases in the Harvard Business Review.

The Case Centre (formerly the European Case Clearing House) "[T]he largest single source . . . of management case studies in the world. We hold and distribute all cases produced by the world's best-known management teaching establishments, as well as case studies in many languages produced by individual authors from almost every corner of the globe." Search for a case, then click on the link for an "inspection copy" (if available) and follow the links to register as a faculty member.

Richard Ivey School of Business - Cases Faculty can register to preview cases. Note that we have several books in the Ivey Casebook Series .

Cases online via the Harvard Business Review 

Try searching for Harvard Business Review in the Publication Name field in Business Source Complete, then checking the box to limit your search to the Document Type " case study."  Add in other terms to focus your search. 

Note that only a very small subset of all Harvard Business School (HBS) cases are published in the HBR.  The majority of Harvard's business cases are sold only to individuals and classes, not to libraries for use by the entire institution.

Journals that feature case studies

  • Journal of Information Technology Teaching Cases : provides "suitable, contemporary case materials for teaching topics in the organisation and management of information systems and on the social consequences of information technology." Note that this is a spin-off journal from the Journal of Information Technology which used to publish such cases. 
  • International Journal of Case Studies in Management : Cases from 2003-2012 available via our CBCA database.
  • International Journal of Management Cases : The IJMC is the official journal of the CIRCLE Research Centre. CIRCLE (Centre for International Research Consumers, Locations and their Environments) is a virtual research group in over 70 universities.
  • Allied Academies International Conference: Proceedings of the International Academy for Case Studies (IACS)
  • Journal of the International Academy for Case Studies : Presents classroom teaching cases, with instructor's notes, on any subject which might be taught in a Business School.
  • Business Case Journal , Journal of Critical Incidents , and Journal of Case Studies : All from the Society for Case Research
  • Asian Case Research Journal : Cases on Asian companies & MNCs operating in Asia-Pacific. No access to the most recent 12 months.
  • Journal of Case Research in Business & Economics

Other online sources for cases

  • CaseBase & CaseBase2: Case Studies in Global Business : Covers business case studies focused on issues in emerging markets and emerging industries across the globe.
  • Business Ethics Case Studies : A few cases from Business Ethics Canada - St. Mary's University
  • The Case Centre (formerly the European Case Clearinghouse) offers a selection of free cases .
  • Business Gateway : Case studies from Scotland on starting and running a small business.
  • The Times 100 : Free business case studies on real life companies. 
  • Acadia Institute of Case Studies (Acadia University): Most studies are focused on small business and entrepreneurship and include teaching notes. Some of them even include short videos. Permission is granted for educational use. Note that the AICS site appears to be currently inaccessible, so we've linked to the Web Archive version of their site as of late 2019.
  • Company-specific case studies: Intended as examples of how customers have used or could use their products: IBM , Intel , and LANSA .
  • Advertising Educational Foundation: Case histories : "Case histories give you an inside look at the steps advertising agencies and advertisers take to create a campaign and how effective it can be. Case histories show the preceding issue/problem, the response and the outcome. Creative is included."
  • MarketLine cases in Business Source : Mostly strategic analysis cases featuring large, global companies.
  • Open Case Studies : An interdisciplinary collection of cases from UBC that are licensed to allow others to revise and reuse them. Very few of the cases are explicitly categorized as "business," but many of the cases on topics such as Conservation may be useful in a business context.

  An example of case analysis that might give you a sense of what's expected/possible: 

In 1989, the journal Interfaces published an HBS case and asked its readers to submit their analyses. Those analyses were then compiled into two subsequent articles, providing a useful example of the many ways business issues could be viewed and resolved.

Initial case : Porteus, E. L. (1989). The Case Analysis Section: National Cranberry Cooperative . Interfaces, 19 (6), 29–39. https://doi-org.proxy.lib.sfu.ca/10.1287/inte.19.6.29 (Note: this case has been revised multiple times. If it is assigned in your class, make sure you are using the most current revision, mostly likely only available via HBS.)

Analyses:  #1: Porteus, E. L. (1993). Case Analysis: Analyses of the National Cranberry Cooperative -- 1. Tactical Options . Interfaces, 23 (4), 21–39. https://doi-org.proxy.lib.sfu.ca/10.1287/inte.23.4.21

#2: Porteus, E. L. (1993). Case Analysis: Analyses of the National Cranberry Cooperative -- 2. Environmental Changes and Implementation . Interfaces, 23 (6), 81–92. https://doi-org.proxy.lib.sfu.ca/10.1287/inte.23.6.81

  • Rotterdam School of Management: CDC Case Writing Training Material Valuable advice to aspiring case writers via a 4-part series in our Sage Business Cases database.
  • Why teach with cases? : reflections on philosophy and practice (2022 ebook)
  • The ultimate guide to compact cases : case research, writing, and teaching   (2022 ebook)
  • Writing, Teaching, and Using Cases : A January 2014 presentation by Leyland Pitt and Michael Parent (both of SFU). Michael and Leyland led a full-day workshop with a focus on case teaching.
  • The case writing workbook : a guide for faculty and students : "Designed as an individualized workshop to assist case authors to structure their writing..."
  • Guide for Contributors: Tips for Writing Cases : From the publishers of our SAGE Business Cases (SBC) database. Also see the SBC's  Author Guidelines .
  • Learning Effectively with Case Studies: A Conversation between a Professor and a Former MBA Student
  • The case study companion : teaching, learning and writing business case studies : All angles in one recent (2021) ebook!
  • The Case Writer's Toolkit :  "... to help writers visualise concepts, signpost ideas, break down complex information and apply techniques in a practical manner."
  • A Brief Guide to Case Teaching : A free guide from The Case Centre
  • Teaching with Cases : A Practical Guide : "... focuses on practical advice for instructors that can be easily implemented. It covers how to plan a course, how to teach it, and how to evaluate it."
  • Teaching & Authoring Tools : Part of the Ivey Cases site, this page offers documents and videos to help you create your own cases, as well as lists of additional resources.
  • Application of a Case Study Methodology by Winston Tellis: (The Qualitative Report, Volume 3, Number 3, September, 1997). This academic article covers the social science methodologies involved in designing, conducting and analysing a case study. It also features a detailed bibliography.
  • The Art and Craft of Case Writing (3rd ed. 2012): "[A] practical, comprehensive, and multidisciplinary guide that blends an informal, workshop-style with solid theory and practice." Includes a section on video, multimedia, and Internet cases.
  • Basics of Developing Case Studies : Part of the Free Management Library , this site has some basic information on how to develop a case study, as well as links to some sample cases.
  • A Guide to Case Analysis : Focus is on how to analyse company cases when learning strategic management techniques. (Depending on your browser settings, you may need to right click this link and open it in a new tab or download it.)
  • Case Studies: Overview  (from Cengage): Covers both analysing and writing a case study from the perspective of a business student. From the same publisher: A student's guide to analysing case studies .
  • Case Analysis Guide : Developed by a publisher to support students using a Strategic Management text, but applicable in many other situations.
  • Short videos on how to approach a case study by the author of the Case Study Handbook: A Student's Guide
  • Videos: What is the Case Method? : from The Case Centre

Also, try the subject heading " Case method " in the SFU Library catalogue for books on using the case method in your classes. Suggested sample case method books:

  • Encyclopedia of case study research ( print )
  • Case study research: design and methods (4th edition, 2009; print )
  • Case study research: principles and practices ( online or  print )
  • Case writing for executive education: a survival guide ( print )

You might also want to try checking an index of education articles such as ERIC : start with the subject heading (or Descriptor) Case Method (Teaching Technique) .  Alternatively, try our Education Source database using Case method (Teaching) as your subject search term. 

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Blog Graphic Design

15+ Professional Case Study Examples [Design Tips + Templates]

By Alice Corner , Jan 12, 2023

Venngage case study examples

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.

Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.

Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.

Click to jump ahead:

  • What is a Case Study?

Business Case Study Examples

Simple case study examples.

  • Marketing Case Study Examples

Sales Case Study Examples

  • Case Study FAQs

What is a case study?

A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.

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.

Case Study Definition LinkedIn Post

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]

Marketing Case Study Template

A marketing case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A marketing case study typically includes:

  • Company background and history
  • The challenge
  • How you helped
  • Specific actions taken
  • Visuals or Data
  • Client testimonials

Here’s an example of a marketing case study template:

marketing case study example

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.

Venngage orange marketing case study example

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. 

Purple SAAS Business Case Study Template

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.

Purple SAAS Business Case Study Template Header

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. 

Red SAAS Business Case Study Template

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.

event marketing project management gantt chart example

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.

Case study peer recommendation quote

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.

Contrast Lead Generation Business Case Study Template

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.

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.

Blue Simple Business Case Study Template

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.

Light simplebusiness case study template

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.

Modern lead Generaton Business Case Study Template

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.

Social Media Business Case Study template

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.

Color combination examples

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.

Gray Lead Generation Business Case Study Template

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:

Venngage's accessible color palette generator

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:

Lead generation business case study template

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.

Lead generation case study example short term goals

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.

While sales dashboards generally tend it make it all about the numbers and charts, 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.

Vibrant Content Marketing Case Study Template

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.

Case study example pursuasive language

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.

Bold Content Marketing Case Study Template

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.

Teal Social Media Business Case Study Template

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:

Coral content marketing case study template.jpg

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.

Blue case study example case growth

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.

Blue Content Marketing Case Study Tempalte

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.

Related: How to Present a Case Study like a Pro (With Examples)

Some good questions you could ask would be:

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  • 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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Commercial cases, like those from Harvard Business School, Ivey and others:

  • a copy of the case is to be purchased by/for each student in a class
  • like workbooks and other consumables, may not be copied under copyright "fair use"
  • the library cannot purchase or get copies on interlibrary loan (ILL)
  • Webster University faculty wishing to use commercial cases should check with their College or School on the home campus or with staff at their extended campus about the procedures for student purchasing.  

Case studies used in the classroom, which we at the library call the "case study method" of educational pedagogy, usually present the case facts and, rather than provide the solution, provide alternative solutions and/or questions to lead discussion or challenge students to apply theories learned in their course. Commercial publishers often provide faculty with teaching notes and other resources to facilitate student learning.  Faculty may be required to register for an account that allows them to access the publisher's website to identify and purchase cases for classroom use.

  • The Case Centre Established by European higher education institutions as a "reliable facility for sharing case materials among business teachers."
  • Darden Business Publishing University of Virginia
  • Harvard Business Publishing: Education Harvard also partners with business schools and universities, such as Ivey, Kellogg, Standford, Thunderbird and more, to streamline searching and distribution of their cases.
  • Ivey Publishing - Ivey Business School Provides "business case studies with a global perspective."
  • Stanford Graduate School of Business: Case Studies:

Some organizations offer "free" case studies and materials for idea generation. These sites provide varying degrees of teaching support. Faculty may need to register for access to teaching notes and materials.

  • Case Studies | Teaching Resources Library | MIT Sloan Free case studies from MIT Sloan School of Management in categories such as accounting and finance, leadership, operations management, strategy and more.
  • Ethics Cases | Markkula Center for Applied Ethics This site from Santa Clara University provides ethics cases in business, government, leadership, ESG topics, etc.
  • Ethics Unwrapped Case studies, curated resources, and videos from the McCombs School of Business at the University of Texas, Austin.
  • Knowledge at Wharton Offers free access to over 10,000 articles and podcasts and videos highlighting Wharton faculty research and analysis of current business trends.
  • Merlot OER Case Studies Merlot collects Open Educational Resources. This link is a search for business case materials that may be used for free.
  • SHRM Teaching Resources "SHRM is committed to empowering HR faculty with the proper tools and resources needed to create better-prepared entry level HR candidates. These case studies and learning modules are available for faculty and educator use only."
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  • URL: https://library.webster.edu/businesscasestudies

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Case Depositories

Can't find case studies in the business library resources.

Try these websites. Note, not all case studies are free. Access to case studies may require purchase, creation of an account, or direct contact with the publisher.

Search these journals online:

  • International Journal of Case Studies in Management
  • Journal of Case Research in Business and Economics
  • Journal of Business Case Studies
  • InterLibrary Loan (ILL) request Can't access the full-text? Try requesting the title of a case study using Interlibrary Loan.

Search these case depositories:

  • Asian Business Case Centre
  • The Case Centre A diverse collection of management cases, articles, book chapters and teaching materials. For a complete list of case suppliers (may require payment): https://www.thecasecentre.org/students/ordering/whatsavailable/cases
  • Chief Marketer Serves marketing professionals at consumer and business-to-business brands, as well as their agencies, with information on measurable marketing strategies, tactics and techniques
  • Darden Business Publishing (Univ. of Virginia)
  • Harvard Business Review Cases Harvard's case studies are available for ~$9 each.
  • International City Managers' Association Choose document type of "case study" on left; then search within results on right.
  • Ivey case studies Ivey Publishing provides over 8,000 business case studies with a global perspective.
  • Marketing Sherpa
  • MERLOT II The MERLOT collection consists of discipline-specific learning materials, including case studies.
  • MIT SLoan Management The teaching business case studies available on LearningEdge, which fall under the headings of entrepreneurship, leadership/ethics, operations management, strategy, sustainability, and system dynamics, are narratives that facilitate class discussion about a particular business or management issue.
  • Society for Case Research SCR, founded in 1978, facilitates the exchange of ideas leading to the improvement of case research, writing, and teaching; assists in the publication of written cases or case research and other scholarly work; and provides recognition for excellence in case research, writing and teaching. more... less... SCR publishes three scholarly journals, the Business Case Journal (BCJ), Journal of Case Studies (JCS), and the Journal of Critical Incidents (JCI). Use the Library's JOURNAL FINDER (on the homepage) to connect to the full-text of these journals.
  • Society for Human Resource Management To access case studies on the SHRM site you must become a member. SHRM offers a discounted student membership. Come in and speak to a librarian about additional options available to GGU students.
  • Stanford Graduate School of Business
  • The Times 100 Free case studies written by the Financial Times.
  • Vanderbilt Center for Ethics Case Resources Offers a list of links to other sites that have subject specific case studies.
  • WARC Search for advertising effectiveness case studies
  • WDI Publishing Publishes "cases covering all core business disciplines, including a special collection of cases which address issues relevant to social impact and market-based solutions in emerging economies."
  • The Case Center Good source for finding free cases also providing training
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How To Create Business Case Studies To Add To Your Website

  • First Published: September 3, 2020
  • Updated on: Sep 03, 2020

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The Value Of Creating Business Case Studies For Your Website

business case study websites

Showcasing how your product or service works and how it can benefit your target audience is essential for a successful marketing strategy. Case studies not only do this, but they can also help build brand trust.

A case study examines how your product or service was used in the real world to solve a customer’s problem or need.

In a way, a case study is one part product demonstration and one part customer testimonial. However, case studies are more detailed, which makes them useful pieces of content.

What Are The Advantages Of Case Studies?

Because a case study tends to be a longer, in-depth piece of content, it takes more time to create.  Search out as much evidence and real-world examples as you can to back the case you’re making.

However, the benefits of case studies are well worth the time and effort. Here are a few examples of how case studies can benefit your business:

Showcase Products And Services

Merely telling your prospects how your product or service is used isn’t always enough. Prospects want to know how it can be used as a solution to their specific challenges or problems. And they want to see that it works. A case study provides a real-world example of how your product or service can address a specific challenge, making it much more appealing to potential customers.

Case studies can ultimately function as more detailed product or service demonstrations.

Engage Audience More Effectively

Case studies are structured in a way that follows a narrative. The customer is the protagonist, their challenge or need is the conflict, the use of a product or service is the climax, and the resulting benefit is the resolution. Of course, case studies aren’t limited to just individual customers; they can also focus on customer groups.

Either way, the use of storytelling makes the case study more engaging to your audience than traditional forms of promotional content (such as product descriptions or demonstrations).

Generate Brand Trust

Since case studies allow real-life customers to share their views and experiences, you will create more brand trust . People tend to trust what other customers have to say about a brand much more than what a company has to say about themselves. Explaining in detail how the customer used your product or service to address their challenge or need will make readers trust in the value of your product or service.

Provide Social Proof

Case studies function as in-depth customer testimonials. The customers used in your case studies are real customers. Their thoughts and opinions are typically conveyed as part of the case study’s conclusion, which means that they act as positive reviews. Such social proof makes your case even more convincing for your readers.

Use As Free Word-Of-Mouth Advertising

Obtaining permission to use a customer’s experience in your case study provides you with free word-of-mouth advertising. The social proof and brand trust that a real customer can provide is invaluable. Their presence and participation in your case study can help to drive positive word-of-mouth about your brand.

Assist Sales Personnel

Case studies are an exceptional sales enablement tool. Your sales personnel can use relevant case studies to nurture leads towards the bottom of the sales funnel. If your sales personnel understands the specific challenge that the lead is looking to address, they can provide a case study highlighting a customer that had a similar problem.

Preparing For Your Case Study

Compared to other types of text-based content, case studies are usually more detailed, making them longer than most, making your case study’s structure essential to effectively communicating your value.

The last thing you want is for your case study to be unclear about the points it’s trying to make. To prevent this from happening, plan out your case study before you get started. Outline what the scenario of the case study is and determine the points you want to highlight. Give some consideration to what you want readers to take away from reading the case study.

By doing this prep work before you begin writing your case study, you’ll keep the case study focused and on track. Ultimately making the case study easier to read and understand for your audience. These specific steps will help you to plan your case study:

Develop Your Buyer Personas

Case studies will only be useful if they are relevant to your audience. Before you begin creating a case study, develop your buyer personas . Once you have your personas, you can plan your case studies to address your buyer personas’ specific needs and challenges to create content relevant to your target audience.

Identify The Goal Of The Case Study

Having a singular goal will give your case study more focus. For example, is your goal to showcase a specific function of your product? Is it to showcase the product as a solution to different needs or challenges? Or maybe it’s to showcase how happy your customers are with the results. While your case study may cover all of these, identifying a single goal will help strengthen the case study overall and help prevent you from adding content that’s not relevant.

Interview Past Or Present Customers

Once you’ve identified your audience and your goal, it’s time to do some research. You will want to find the perfect customer to highlight for your case study. Reach out to customers who used the product or service you’re focusing on for the reason that you want to emphasize. Ideally, the customers closely resemble your buyer personas. Ask the customers if they’re interested in participating.

If they are, you’ll need to interview them to determine whether they are a good example for your case study. Remember that the more attractive the customer is and the more compelling their story is, the more engaging your case study will be.

Determine The Format And Structure

Traditional case studies are generally text-based. It’s the one format that requires the least amount of resources. However, there are other formats that you can choose, such as video, podcast, and infographic formats. If you decide on a text-based case study, keep in mind that you could repurpose it into an infographic, or even create an infographic to use as a visual aid that supplements your case study.

Choosing The Right Template

Your case study’s layout and design is an essential element that you don’t want to overlook. You will need to choose a template that makes your case study easy to scan and read, and that’s visually appealing. An ugly looking template can give readers a poor first impression. Fortunately, there are many case study templates that you can download online and use, although you could design your case study template.

Downloading an existing template might be more comfortable, but creating your own will give you complete control over every template element.

How To Write A Case Study For Your Business

Once you’ve planned out your case study and chosen a template to use, you can begin writing your case study.  The quality of the content and the writing will significantly impact the case study’s overall success. Keep these few tips in mind that will help you create high-quality case studies for your business:

1. Choose The Right Subject

Interviewing customers will help you find the right subject for your case study, but you must know how to identify the right topic. The following are the three elements that make for a successful case study:

  • The challenge or need – Choose a customer whose challenge or need your product or service successfully solved. The higher stakes the problem is, the better. For example, if you sell a stain remover, then the need to remove a giant wine stain from an expensive white carpet has higher stakes then removing a sweat stain on a t-shirt. You should also make sure that the customer’s challenge or need matches one of your buyer personas.
  • The solution – The solution has to be the use of one of your products or services. Your product or service should also be used for its intended function. A weak solution would be if the customer used your stain remover in combination with another product — or for another purpose altogether, such as applying it to their wood table to give it a darker color.
  • The results – The more impressive the results are, the better. You want to showcase your product or service in the best possible light, after all. Highlighting a customer who thinks your product did the job but that it wasn’t anything special is pointless. Underwhelming or acceptable results aren’t what you’re looking for when creating a case study.

2. Decide What Voice And Tone To Use

Case studies should be a little different in tone than your blog posts. A blog can be more casual and informal. A case study is a presentation of detailed information. However, the style you choose to write in depends on your brand’s identity.

Case studies are written in both first or third person, which means either is acceptable. Don’t worry if direct quotes from the customers you’re highlighting differ in tone either since they are direct quotes. One thing to keep in mind as you choose what voice and style are appropriate for your case study is consistency. Whatever you choose, it should be consistent across all of your case studies.

3. Create A Curiosity-Provoking Title

First impressions matter. Don’t just assume that your audience is interested in everything you have to say. If your title is bland or vague, readers will be less excited to check it out. The title should also convey what the case study is about, or readers won’t know what to look for as they read through the case study. Try to create a concise title with a singular focus, that is relevant, and provokes curiosity. 

Add Real Numbers To Your Title

Numbers help a title stand out and give a clearer picture of the benefits to your readers. If your product is twice as effective as a competitor’s product and you want to highlight that in your title, then use “2 times as effective” or “100 % more effective” instead of “twice as effective.” Numbers help draw the eye and help generate more interest.

4. Avoid Using Jargon

Although your case study should be detailed, you should avoid using too many technical terms. Keep your language as simple as possible and avoid jargon, even if you think it’s common corporate terminology. The last thing you want to do is to confuse your readers.

5. Use Good Storytelling Structure

Your case study should have a narrative arc , meaning that it should have a beginning, middle, and end. Good storytelling relies on structure, so stick to the traditional narrative structure when writing your case study. Introduce details and events in chronological order so that your audience can follow along easily.

6. Encourage Your Audience To Contact You

Once someone has read through your case study, capitalize on having educated the reader and having increased trust in your brand by encouraging them to contact you. You should also inform the reader about the type of information considered acceptable to divulge in case studies. Your case study will be more accessible since your readers will feel more at ease following up with questions about the specific details or products mentioned in your case study.

7. Add Visual Interest

Even with a well-designed template, a case study can be a little visually boring. Walls of text don’t draw the eye, after all. Make an effort to make your case studies more visually appealing by having a designer add graphics, text boxes containing key facts, charts, and more. This adds visual interest to your case study and makes it look more professional.

8. Publish Your Study

Because case studies are effective at building brand trust, demonstrating your company’s solutions, and nurturing your leads, you’ll want to publish your case studies where they can be found. Consider posting new case studies to your website’s blog. You can also add it to your resource section. Case studies also work well as gated content that can help to drive email sign-ups.

Effective Business Case Studies Help Nurture Leads

A good case study can demonstrate real-world situations in which your product or service is the perfect solution to a specific need. Case studies educate your target audience while also providing proof of your company’s value. They can also help bolster brand trust due to their focus on real customers. Case studies are invaluable for nurturing leads through the sales funnel.

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How to write a case study for your website

Published on: 11 May 2020

Last modified on: 24 April 2023

Team Hallam

Reading a case study

Case studies are an essential part of any business’ marketing collateral. But creating a really good one takes more than just putting pen to paper and hoping for the best. Learn why they are important, and how to write a case study for your website that not only packs a punch, but drives results.

What is a case study? 

A case study is a way of demonstrating how your business’s helped a person or client overcome a particular challenge. It clearly lays out how your products or services were used to solve a problem, and the results.  It’s important to note that a case study isn’t a press release or a sales pitch (at least, not directly), it’s about showcasing your work and framing it in the context of helping others. In short, it’s not about you, but your customer. 

Why are case studies important? 

Case studies can often get overlooked when it comes to producing marketing material. After all, they’re not exactly the most glamorous form of content to produce, and blog posts can seem more appealing. So why invest in case studies at all? Haven’t we moved on to other things?  The truth is that case studies are, and continue to be, incredibly effective. They help to attract new customers, cement trust and increase conversions.  It’s the storytelling nature of the format that boosts its effectiveness, and that’s what case studies allow you to do – tell a story about your brand and how you’ve helped others. The story you draft paints a picture, stimulates emotions, and gives your business greater selling power. Storytelling, by using your customer’s voice in a data-backed piece, is an invaluable sales tool – and that’s why case studies continue to work so well. 

What makes a good case study? 

There are a number of things a good case study should include. Here are the core things you should consider when you are preparing to write a case study for your website, and you can use these as a sort of checklist when creating your draft.

A compelling subject matter 

Not every piece of work is worthy of a case study. Choose your best projects and accomplishments, where the client has been happy with what’s been achieved and you have clear results to show for it.  It doesn’t matter the size or scope of the work, either. It could have been a one-off, short campaign or a full website redesign over the course of several months. What matters is the impact you had.  And then it needs a good angle. Is there anything particularly different or unique about the problem you’ve solved? Anything different that you did as a business? Don’t use details that don’t support the purpose, but think about just why it was so successful. 

Industry-specific

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Demonstrable problem-solving

Case studies are solution-centric, so you need to show yours at work. An effective one will clearly demonstrate how you took a problem and solved it using your expertise, products or services. There needs to be a before and after – a story.  

Solid evidence 

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Quotes and testimonials 

United Nations testimonial

Presented well 

Last but by no means least, your case study needs to presented in an engaging, easily digestible way.  This includes good formatting and a clear structure (which we’ll get to in a moment) but also the visual elements to it. You may want to enlist the help of a designer to really present it in the most user-friendly way. Depending on time and budget, you could even create a short video to help illustrate the story.  Of course, all the usual things for writing for the web still apply: headings and subheading, bullet points and lists should all be included. Make it as easy as possible for the scanners and skimmers out there to read and engage with it. 

How to write your case study

As we said previously, it’s not simply a case of putting pen to paper. The key to writing a successful case study is nailing its structure. It has to read well, and it has to tell that all-important story that captures your audience.  Thankfully, there’s a tried-and-tested method of doing this which we adhere to. To help your writing flow nicely, we recommend structuring it into the following sections:

1. The headline 

Internet Reptile case. study header

2. The client

Open with a short introduction to the client – who they are, their background and industry. You can base it on what they say on their company website or LinkedIn profile.

3. The challenge

Explain over a paragraph or two the challenges your client was facing and wanting to overcome. There could be just one, or a few different pain points. 

4. The solution (and your approach to it) 

Now for what you actually did. Talk about how your products or services helped solve that problem. Get into the specifics, and also explain your thinking and decision-making throughout the process.

5. The results

This is where you lay out It’s always better to use real numbers, not just vague statements like ‘more than doubled their traffic’. Really hammer it home by pulling out the big guns!

6. The testimonial 

Finish up with a quote from your customer, ideally stating how their business has been improved or how happy they are with the service received. It doesn’t need to be lengthy, but it should be genuine. And be sure to use their own words, rather than trying to make it sound typically corporate. 

Case studies: your next steps

So there you have it – our complete guide on how to write a case study for your website that captures your audience and hopefully converts them. Of course, no two case studies are ever the same (and nor should they be), but if you stick to a structure you can  Above all, the three fundamental elements are:

  • What was the problem?
  • What solution did you provide?
  • What proven results can you showcase?

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Business process reengineering (BPR) is the radical redesign of core business processes to achieve dramatic improvements in performance, efficiency and effectiveness. BPR examples are not one-time projects, but rather examples of a continuous journey of innovation and change focused on optimizing end-to-end processes and eliminating redundancies. The purpose of BPR is to streamline  workflows , eliminate unnecessary steps and improve resource utilization.

BPR involves business process redesign that challenges norms and methods within an organization. It typically focuses on achieving dramatic, transformative changes to existing processes. It should not be confused with  business process management (BPM) , a more incremental approach to optimizing processes, or business process improvement (BPI), a broader term that encompasses any systematic effort to improve current processes. This blog outlines some BPR examples that benefit from a BPM methodology.

Background of business process reengineering

BPR emerged in the early 1990s as a management approach aimed at radically redesigning business operations to achieve business transformation. The methodology gained prominence with the publication of a 1990 article in the Harvard Business Review, “Reengineering Work: Don’t Automate, Obliterate,” by Michael Hammer, and the 1993 book by Hammer and James Champy, Reengineering the Corporation . An early case study of BPR was Ford Motor Company, which successfully implemented reengineering efforts in the 1990s to streamline its manufacturing processes and improve competitiveness.

Organizations of all sizes and industries implement business process reengineering. Step 1 is to define the goals of BPR, and subsequent steps include assessing the current state, identifying gaps and opportunities, and process mapping.

Successful implementation of BPR requires strong leadership, effective change management and a commitment to continuous improvement. Leaders, senior management, team members and stakeholders must champion the BPR initiative and provide the necessary resources, support and direction to enable new processes and meaningful change.

BPR examples: Use cases

Streamlining supply chain management.

Using BPR for supply chain optimization involves a meticulous reassessment and redesign of every step, including logistics, inventory management and procurement . A comprehensive supply chain overhaul might involve rethinking procurement strategies, implementing just-in-time inventory systems, optimizing production schedules or redesigning transportation and distribution networks. Technologies such as supply chain management software (SCM), enterprise resource planning (ERP) systems, and advanced analytics tools can be used to automate and optimize processes. For example, predictive analytics can be used to forecast demand and optimize inventory levels, while blockchain technology can enhance transparency and traceability in the supply chain.

  • Improved efficiency
  • Reduced cost
  • Enhanced transparency

Customer relationship management (CRM)

BPR is a pivotal strategy for organizations that want to overhaul their customer relationship management (CRM) processes. Steps of business process reengineering for CRM include integrating customer data from disparate sources, using advanced analytics for insights, and optimizing service workflows to provide personalized experiences and shorter wait times.

BPR use cases for CRM might include:

  • Implementing integrated CRM software to centralize customer data and enable real-time insights
  • Adopting omnichannel communication strategies to provide seamless and consistent experiences across touchpoints
  • Empowering frontline staff with training and resources to deliver exceptional service

Using BPR, companies can establish a comprehensive view of each customer, enabling anticipation of their needs, personalization of interactions and prompt issue resolution.

  • 360-degree customer view
  • Increased sales and retention
  • Faster problem resolution

Digitizing administrative processes

Organizations are increasingly turning to BPR to digitize and automate administrative processes to reduce human errors. This transformation entails replacing manual, paper-based workflows with digital systems that use technologies like Robotic Process Automation (RPA) for routine tasks.

This might include streamlining payroll processes, digitizing HR operations or automating invoicing procedures. This can lead to can significant improvements in efficiency, accuracy and scalability and enable the organization to operate more effectively.

  • Reduced processing times
  • Reduced errors
  • Increased adaptability

Improving product development processes

BPR plays a crucial role in optimizing product development processes, from ideation to market launch. This comprehensive overhaul involves evaluating and redesigning workflows, fostering cross-functional collaboration and innovating by using advanced technologies. This can involve implementing cross-functional teams to encourage communication and knowledge sharing, adopting agile methodologies to promote iterative development and rapid prototyping, and by using technology such as product lifecycle management (PLM) software to streamline documentation and version control.

BPR initiatives such as these enable organizations to reduce product development cycle times, respond more quickly to market demands, and deliver innovative products that meet customer needs.

  • Faster time-to-market
  • Enhanced innovation
  • Higher product quality

Updating technology infrastructure

In an era of rapid technological advancement, BPR serves as a vital strategy for organizations that need to update and modernize their technology infrastructure. This transformation involves migrating to cloud-based solutions, adopting emerging technologies like artificial intelligence (AI) and machine learning (ML) , and integrating disparate systems for improved data management and analysis, which enables more informed decision making. Embracing new technologies helps organizations improve performance, cybersecurity and scalability and positioning themselves for long-term success.

  • Enhanced performance
  • Improved security
  • Increased innovation

Reducing staff redundancy

In response to changing market dynamics and organizational needs, many companies turn to BPR to restructure their workforce and reduce redundancy. These strategic initiatives can involve streamlining organizational hierarchies, consolidating departments and outsourcing non-core functions. Optimizing workforce allocation and eliminating redundant roles allows organizations to reduce costs, enhance operational efficiency and focus resources on key priorities.

  • Cost savings
  • Increased efficiency
  • Focus on core competencies

Cutting costs across operations

BPR is a powerful tool to systematically identify inefficiencies, redundancies and waste within business operations. This enables organizations to streamline processes and cut costs.

BPR focuses on redesigning processes to eliminate non-value-added activities, optimize resource allocation, and enhance operational efficiency. This might entail automating repetitive tasks, reorganizing workflows for minimizing bottlenecks, renegotiating contracts with suppliers to secure better terms, or by using technology to improve collaboration and communication. This can enable significant cost savings and improve profitability.

  • Lower costs
  • Enhanced competitiveness

Improving output quality

BPR can enhance the quality of output across various business processes, from manufacturing to service delivery. BPR initiatives generally boost key performance indicators (KPIs).

Steps for improving output quality involve implementing quality control measures, fostering a culture of continuous improvement, and using customer feedback and other metrics to drive innovation.

Technology can also be used to automate processes. When employees are freed from distracting processes, they can increase their focus on consistently delivering high-quality products and services. This builds customer trust and loyalty and supports the organization’s long-term success.

  • Higher customer satisfaction
  • Enhanced brand image

Human resource (HR) process optimization

BPR is crucial for optimizing human resources (HR) processes. Initiatives might include automating the onboarding process with easy-to-use portals, streamlining workflows, creating self-service portals and apps, using AI for talent acquisition , and implementing a data-driven approach to performance management.

Fostering employee engagement can also help attract, develop and retain top talent. Aligning HR processes with organizational goals and values can enhance workforce productivity, satisfaction and business performance.

  • Faster recruitment cycles
  • Improved employee engagement
  • Strategic talent allocation

BPR examples: Case studies

The following case study examples demonstrate a mix of BPR methodologies and use cases working together to yield client benefits.

Bouygues becomes the AI standard bearer in French telecom

Bouygues Telecom , a leading French communications service provider, was plagued by legacy systems that struggled to keep up with an enormous volume of support calls. The result? Frustrated customers were left stranded in call lines and Bouygues at risk of being replaced by its competitors. Thankfully, Bouygues had partnered with IBM previously in one of our first pre- IBM watsonx™ AI deployments. This phase 1 engagement laid the groundwork perfectly for AI’s injection into the telecom’s call center during phase 2.

Today, Bouygues greets over 800,000 calls a month with IBM watsonx Assistant™, and IBM watsonx Orchestrate™ helps alleviate the repetitive tasks that agents previously had to handle manually, freeing them for higher-value work. In all, agents’ pre-and-post-call workloads were reduced by 30%. 1 In addition, 8 million customer-agent conversations—which were, in the past, only partially analyzed—have now been summarized with consistent accuracy for the creation of actionable insights.

Taken together, these technologies have made Bouygues a disruptor in the world of customer care, yielding a USD 5 million projected reduction in yearly operational costs and placing them at the forefront of AI technology. 1

Finance of America promotes lifetime loyalty via customer-centric transformation

By co-creating with IBM, mortgage lender Finance of America was able to recenter their operations around their customers, driving value for both them and the prospective home buyers they serve.

To accomplish this goal, FOA iterated quickly on both new strategies and features that would prioritize customer service and retention. From IBM-facilitated design thinking workshops came roadmaps for a consistent brand experience across channels, simplifying the work of their agents and streamlining the application process for their customers.

As a result of this transformation, FOA is projected to double their customer base in just three years. In the same time frame, they aim to increase revenue by over 50% and income by over 80%. Now, Finance of America is primed to deliver enhanced services—such as debt advisory—that will help promote lifetime customer loyalty. 2

BPR examples and IBM

Business process reengineering (BPR) with IBM takes a critical look at core processes to spot and redesign areas that need improvement. By stepping back, strategists can analyze areas like supply chain, customer experience and finance operations. BPR services experts can embed emerging technologies and overhaul existing processes to improve the business holistically. They can help you build new processes with intelligent workflows that drive profitability, weed out redundancies, and prioritize cost saving.

1. IBM Wow Story: Bouygues Becomes the AI Standard-Bearer in French Telecom. Last updated 10 November 2023.

2. IBM Wow Story: Finance of America Promotes Lifetime Loyalty via Customer-Centric Transformation. Last updated 23 February 2024.

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Case study definition

business case study websites

Case study, a term which some of you may know from the "Case Study of Vanitas" anime and manga, is a thorough examination of a particular subject, such as a person, group, location, occasion, establishment, phenomena, etc. They are most frequently utilized in research of business, medicine, education and social behaviour. There are a different types of case studies that researchers might use:

• Collective case studies

• Descriptive case studies

• Explanatory case studies

• Exploratory case studies

• Instrumental case studies

• Intrinsic case studies

Case studies are usually much more sophisticated and professional than regular essays and courseworks, as they require a lot of verified data, are research-oriented and not necessarily designed to be read by the general public.

How to write a case study?

It very much depends on the topic of your case study, as a medical case study and a coffee business case study have completely different sources, outlines, target demographics, etc. But just for this example, let's outline a coffee roaster case study. Firstly, it's likely going to be a problem-solving case study, like most in the business and economics field are. Here are some tips for these types of case studies:

• Your case scenario should be precisely defined in terms of your unique assessment criteria.

• Determine the primary issues by analyzing the scenario. Think about how they connect to the main ideas and theories in your piece.

• Find and investigate any theories or methods that might be relevant to your case.

• Keep your audience in mind. Exactly who are your stakeholder(s)? If writing a case study on coffee roasters, it's probably gonna be suppliers, landlords, investors, customers, etc.

• Indicate the best solution(s) and how they should be implemented. Make sure your suggestions are grounded in pertinent theories and useful resources, as well as being realistic, practical, and attainable.

• Carefully proofread your case study. Keep in mind these four principles when editing: clarity, honesty, reality and relevance.

Are there any online services that could write a case study for me?

Luckily, there are!

We completely understand and have been ourselves in a position, where we couldn't wrap our head around how to write an effective and useful case study, but don't fear - our service is here.

We are a group that specializes in writing all kinds of case studies and other projects for academic customers and business clients who require assistance with its creation. We require our writers to have a degree in your topic and carefully interview them before they can join our team, as we try to ensure quality above all. We cover a great range of topics, offer perfect quality work, always deliver on time and aim to leave our customers completely satisfied with what they ordered.

The ordering process is fully online, and it goes as follows:

• Select the topic and the deadline of your case study.

• Provide us with any details, requirements, statements that should be emphasized or particular parts of the writing process you struggle with.

• Leave the email address, where your completed order will be sent to.

• Select your payment type, sit back and relax!

With lots of experience on the market, professionally degreed writers, online 24/7 customer support and incredibly low prices, you won't find a service offering a better deal than ours.

More From Forbes

How business owners can strategically pick seo partners.

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Eric Maas is a managing partner at Fuelist Digital .

Search engine optimization (SEO) is a cornerstone of marketing strategy for businesses. SEO-optimized owned content can make companies discoverable in search results and help them showcase their authority. Additionally, the technical side of SEO, including site architecture and website security , enables companies to deliver smooth, secure user experiences and, in turn, develop and maintain trustworthy reputations.

But due to the mystical language some people in the profession use when describing what they do, many business owners seeking SEO expertise don’t know how to strategically screen for the right vendors in a crowded industry. If you’re a business owner searching for an SEO partner, here are three qualities you should look for.

As counterintuitive as it sounds, you may not want to work with an SEO firm that’s working with professionals in your exact niche in your area. Why? Competition.

Consider this: If you’re a dentist in Denver and hire an SEO firm that exclusively works with dentists in Denver, how can you be sure that your SEO strategy will take priority? For every search term, there’s only one number-one ranking. Two dental practices can’t get the top-ranking search result for the exact search term, and ultimately, who takes the top spot can come down to the firm's decisions.

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Granted, it’s good to work with a firm with experience in your industry. For instance, if you’re a real estate developer, working with an SEO agency that exclusively works with real estate developers will likely be more productive than working with one that primarily works with e-commerce companies. You want to avoid a situation where you and your direct competitors are on the same firm’s payroll. It’s one thing if an SEO firm works with you and five other real estate developers across different states. It’s another if a firm works with you and five other real estate developers in the same city. That difference is why I recommend asking every SEO vendor you’re considering hiring the following question: “Are you working with anyone with my specific industry focus in my area?” If they answer “yes,” try to dig deeper. If you’re an orthodontist operating in the north side of Houston and the SEO firm is also working with an orthodontist who has an office in the south side of Houston, then you might decide that the distance doesn’t make you two direct competitors, and choose to go with that firm. Additionally, try to get a written statement that the firm will retain exclusivity—or, at the bare minimum, inform you if, in the future, they begin working with anyone in your direct line of business in your area.

2. Holistic Expertise

Ideally, you should work with an SEO firm offering you holistic expertise. SEO is multidisciplinary; it’s not a matter of selecting several keywords and writing content that optimizes them. The example I like to give is that you can have the most interesting content in the world, but if your website’s speed is extremely slow due to technical issues, people aren’t likely to find that content.

An SEO agency that has in-house developers, designers, technical SEO strategists, content strategists and content writers or that has strong relationships with other firms or independent professionals in these subspecialties will be better equipped to create a strong end-to-end SEO strategy for you. By contrast, if you work with a firm that only focuses on one or a few of these specialties and doesn’t have partnerships with firms of professionals in the other specialties, you’ll have to find that expertise yourself. Ultimately, you might end up with a disconnected SEO strategy.

3. Realistic Promises

SEO is a business tool, not a business card.

You need to know what percentage of people who visit your site through organic search convert into customers. When you understand your metrics, you can determine the ROI your SEO strategy is generating for you.

Getting ROI from SEO efforts takes time. It won’t happen overnight. If a firm promises speedy results, proceed with caution. Ask the stakeholders at any SEO firm you’re thinking about hiring to show you examples of results they produced for a few of its clients over time as examples. Have them walk you through everything so you can get a better idea of their approach.

Additionally, SEO is just one marketing strategy that can help you generate leads and convert them into customers; other marketing strategies, such as paid social and email marketing, are also essential to leverage. Experts at a transparent SEO agency should be able to give you pointers on when it might make sense to budget for other marketing strategies—even if they aren’t equipped to carry out those tasks.

For SEO To Work For Your Company, Embrace Some Discomfort—And Be An Active Participant

Once you hire an SEO agency, recognize that you’ll have to embrace some discomfort and actively participate.

Running your own business is a deeply personal endeavor. Of course, you’ll have specific ideas for presenting yourself and your work—but sometimes, the recommendations SEO experts make will counter these. For instance, they might tell you that having a biography of yourself on the homepage of your e-commerce business is not optimal and that you need to emphasize your product more.

As far as being an active participant, SEO experts will need to sit down with you to thoroughly understand your business and goals. After those initial conversations, regular follow-ups are necessary, which will require time (often a few hours a month) on your part. Those follow-ups might include subject matter expert (SME) interviews with you and your team members to produce in-depth content.

At the core, SEO is about balancing the interests of three parties: you, users and Google (or perhaps another search engine). In my experience, focusing on giving users quality information is the best way to generate ROI for all three parties. And by going beyond your comfort zone and putting some time in, you can maximize the chances of SEO being one of the best tools in your business toolbox.

Forbes Business Council is the foremost growth and networking organization for business owners and leaders. Do I qualify?

Eric Maas

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Ancestry website cataloguing names of Japanese Americans incarcerated during World War II

LOS ANGELES — The names of thousands of people held in Japanese American incarceration camps during World War II have been digitized and made available for free, genealogy company Ancestry announced Wednesday.

The website, known as one of the largest global online resources of family history, is collaborating with the Irei Project, which has been working to memorialize more than 125,000 detainees. It’s an ideal partnership as the project’s researchers were already utilizing Ancestry. Out of over 60 billion records Ancestry holds, nearly 350,000 have been found to be pertinent to camp detainees and their families.

People will be able to look at more than just names and tell “a bigger story of a person,” said Duncan Ryūken Williams, the Irei Project director.

“Being able to research and contextualize a person who has a longer view of family history and community history, and ultimately, American history, that’s what it’s about — this collaboration,” Williams told told The Associated Press exclusively.

In response to the 1941 attack by Japan on Pearl Harbor, President Franklin D. Roosevelt signed Executive Order 9066 on Feb. 19, 1942, to allow for the incarceration of people of Japanese ancestry. The thousands of citizens — two-thirds of whom were Americans — were unjustly forced to leave their homes and relocate to camps with barracks and barbed wire. Some detainees went on to enlist in the U.S. military.

Through Ancestry, people will be able to tap into scanned documents from that era such as military draft cards, photographs from WWII and 1940s and ’50s Census records. Most of them will be accessible outside of a paywall.

Williams, a religion professor at the University of Southern California and a Buddhist priest , says Ancestry will have names that have been assiduously spell-checked. Irei Project researchers went to great efforts to verify names that were mangled on government camp rosters and other documents.

“So, our project, we say it’s a project of remembrance as well as a project of repair,” Williams said. “We try to correct the historical record.”

The Irei Project debuted a massive book at the Japanese American National Museum in Los Angeles that contains a list of verified names the week of Feb. 19, which is a Day of Remembrance for the Japanese American Community. The book, called the Ireichō, will be on display until Dec. 1. The project also launched its own website with the names as well as light installations at old camp sites and the museum.

business case study websites

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  1. 15+ Case Study Examples, Design Tips & Templates

    business case study websites

  2. 15+ Professional Case Study Examples [Design Tips + Templates]

    business case study websites

  3. What is a Business Case Study and How to Write with Examples

    business case study websites

  4. 15+ Professional Case Study Examples [Design Tips + Templates]

    business case study websites

  5. 15+ Case Study Examples, Design Tips & Templates

    business case study websites

  6. 15+ Case Study Examples, Design Tips & Templates

    business case study websites

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  3. Top Websites for UX Portfolio Inspiration #ux #uxdesign #portfolio #productdesign

  4. KBC Is a SCAM?

  5. Don't Fall for this SCAM! the Era of AI Scams Begins #shorts

  6. Objectives of Business -Case Study #shorts #businessstudies #class11 #exams2024 #exampreparation

COMMENTS

  1. Cases

    The Case Analysis Coach is an interactive tutorial on reading and analyzing a case study. The Case Study Handbook covers key skills students need to read, understand, discuss and write about cases. The Case Study Handbook is also available as individual chapters to help your students focus on specific skills.

  2. HBS Case Selections

    Find new ideas and classic advice on strategy, innovation and leadership, for global leaders from the world's best business and management experts.

  3. Open Access Cases

    Ethics Unwrapped - McCombs School of Business, The University of Texas at Austin More than 50 case studies match ethics concepts to real world situations. From journalism to performing arts to foreign policy to scientific research to social work, these cases explore a range of current and historic ethical dilemmas, their motivating biases, and their consequences.

  4. Research Guides: Business Case Studies: Free Case Studies

    Free Case Studies. Many academic and business institutions develop and publish case studies. Some of these organizations provide free access to their case studies: Focuses on entrepreneurship and small business operations. Available for a fee. Give to Get Marketing. Marketing and Advertising Case Studies.

  5. 15 Real-Life Case Study Examples & Best Practices

    15 Real-Life Case Study Examples. Now that you understand what a case study is, let's look at real-life case study examples. In this section, we'll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

  6. Top 40 Most Popular Case Studies of 2021

    The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines. Twenty-six of the cases in the list are raw cases. A third of the cases feature a woman protagonist.

  7. Free cases from The Case Centre

    As a useful resource for case teachers, and to encourage the growth in case use, The Case Centre partnered with a group of leading business schools to provide this collection of ten free cases. Apple's iPhone: Calling Europe or Europe Calling. Sandra Sieber ; Josep Valor ; Jordan Mitchell IESE Business School. Reference no. SI-0172-E.

  8. 7 Favorite Business Case Studies to Teach—and Why

    1. The Army Crew Team. Emily Michelle David, Assistant Professor of Management, China Europe International Business School (CEIBS) EMILY MICHELLE DAVID Assistant Professor, CEIBS. "I love teaching The Army Crew Team case because it beautifully demonstrates how a team can be so much less than the sum of its parts.

  9. Free Case Studies

    All the cases focus on aspects of responsible management, including social responsibility, anti-corruption and sustainability. Eforce Case Studies (Case Centre) This free case collection includes 18 innovative teaching cases on technology entrepreneurship. The cases all have accompanying teaching notes and many have media support items, details ...

  10. How to Write a Case Study: Bookmarkable Guide & Template

    How to Format a Case Study; Business Case Study Examples; Case Study Definition. A case study is a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms ...

  11. Finding case studies

    Sample cases Cases online via the Harvard Business Review Try searching for Harvard Business Review in the Publication Name field in Business Source Complete, then checking the box to limit your search to the Document Type "case study." Add in other terms to focus your search. Note that only a very small subset of all Harvard Business School (HBS) cases are published in the HBR.

  12. 15+ Case Study Examples, Design Tips & Templates

    CUSTOMIZE THIS CASE STUDY TEMPLATE 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.

  13. Library: Business Case Studies: Commercial and Free Case Websites

    Commercial sites to purchase cases. Commercial cases, like those from Harvard Business School, Ivey and others: a copy of the case is to be purchased by/for each student in a class. like workbooks and other consumables, may not be copied under copyright "fair use". the library cannot purchase or get copies on interlibrary loan (ILL) Webster ...

  14. Websites

    Harvard's case studies are available for ~$9 each. Choose document type of "case study" on left; then search within results on right. Ivey Publishing provides over 8,000 business case studies with a global perspective. The MERLOT collection consists of discipline-specific learning materials, including case studies.

  15. Learn about business in real life through our business case studies

    Welcome to Business Case Studies >. Welcome to our business site, we have over 600 case studies that cover a wealth of business topics in real businesses, our business theory pages cover all the topics you need to know in business. In our eBook store you can download PDF versions of all our case studies or get one of our ebook collections, if ...

  16. Harvard Business School Online Courses & Learning Platforms

    CLIMB enables new and experienced leaders to ignite their careers with a combination of vital and forward-looking business skills, self-reflection, and an immersive cohort-based learning experience with a diverse global network. 1 year, 5-9 hrs/week. Apply by August 21st & 28th $15,000 (four installments of $3,750) Credential.

  17. Best Case Study Websites

    Discover the best case-study websites created by professional designers. Get inspired and start planning your perfect case-study web design today! Join over 500,000 designers building professional, responsive websites in Webflow.

  18. Case Study Solutions

    Case study answers written by top business students. We are the marketplace for case study solutions. Save time and get inspired by our case solutions. We help you be a top student at your university! High-quality only. We manually review all case study submissions being sent to us.

  19. How To Create Business Case Studies To Add To Your Website

    7. Add Visual Interest. Even with a well-designed template, a case study can be a little visually boring. Walls of text don't draw the eye, after all. Make an effort to make your case studies more visually appealing by having a designer add graphics, text boxes containing key facts, charts, and more.

  20. Indian School of Business Case Collection

    Saumya Sindhwani, Srishhti Sinha, Geetika Shah. The case is set in August 2022 and traces the transformation of the post office (PO) in Kamathipura, Mumbai. Kamathipura is one of the largest and oldest red-light districts in India. Swati Pandey, a bureaucrat working for India Post-an Indian-government-run postal service under the Ministry of ...

  21. How to write a case study for your website

    Thankfully, there's a tried-and-tested method of doing this which we adhere to. To help your writing flow nicely, we recommend structuring it into the following sections: 1. The headline. This one-liner should be an impactful overview of the project, perhaps highlighting one of the key goals or achievements. 2.

  22. Website Case Study Projects :: Photos, videos, logos ...

    309 917. HRMS Website UX/UI Design Case Study. Prasenjeet Kharat. 42 414. NFT Website Case Study. Sahin Mia. 579 3.8k. Ice Cream Website and App - UX/UI Case Study. Armine Hovsepyan.

  23. Business process reengineering (BPR) examples

    An early case study of BPR was Ford Motor Company, which successfully implemented reengineering efforts in the 1990s to streamline its manufacturing processes and improve competitiveness. Organizations of all sizes and industries implement business process reengineering.

  24. Best Case Study Writing Service

    The ordering process is fully online, and it goes as follows: • Select the topic and the deadline of your case study. • Provide us with any details, requirements, statements that should be emphasized or particular parts of the writing process you struggle with. • Leave the email address, where your completed order will be sent to.

  25. Mergers For Growth: A CEO's Roadmap To Success

    Ludovic Gaudé is the CEO of Qinshift, a global technology company aiming to solve business problems for forward-leaning companies worldwide. getty. In today's dynamic business landscape, mergers ...

  26. 5 Keys To Solving The Right Problems In Your Business

    2. Adopt a more effective problem-solving mindset. Analyze your habitual approach to problem solving and be prepared to challenge your own assumptions. Avoid settling for symptoms as the problem ...

  27. The Top Five Essential Skills You Need To Build A Successful Business

    4. Communication and Networking. Being able to articulate ideas clearly and persuade others is invaluable. Entrepreneurs often need to communicate with a variety of stakeholders including ...

  28. How Business Owners Can Strategically Pick SEO Partners

    2. Holistic Expertise. Ideally, you should work with an SEO firm offering you holistic expertise. SEO is multidisciplinary; it's not a matter of selecting several keywords and writing content ...

  29. Ancestry website to catalogue names of Japanese Americans incarcerated

    Business. Ancestry website to catalogue names of Japanese Americans incarcerated during World War II. By Associated Press. April 24, 2024 at 10:01 a.m. EDT. Share. Comment. Add to your saved ...

  30. Google has fired 50 employees after protests over Israel cloud deal

    CNN —. Google has fired an additional 20 workers that it says were involved in protests last week over the company's cloud-computing contract with the Israeli government, bringing the total ...