Writing A Sample Case Study Analysis


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If you come to this page, you are interested in such a method as a case study analysis. You are interested in this method; however, you do not comprehend it. Or do you understand, but only in theory? Want to grasp how to create a sample case study analysis? Then you are in the right place. Next, you will learn about a case study from A to Z. You will also find case study examples for students here.

Case Study: What Is It?

The case-study method is a way of active problem-situational analysis, based on learning of specific problems - situations (case studies). Unfortunately, everyone thinks that the case method originated at Harvard and was first applied about a hundred years ago. The case method was created in Aristotle's time, who used it to teach his students, including Alexander the Great.

In a broad sense, precedent-based reasoning is the solution to new problems based on previously made decisions.

The doctor prescribes specific medication for a particular disease based on previous experience in treating similar cases. The meteorologist provides a forecast relying on the work on the behavior of cyclones in one specific area.

The artist uses the appropriate proportions of color mixing to obtain the proper shade based on previous attempts.

Thus, based on case studies, you can build research on any topic in any field of science.

When You Need a Case Study

Are you a student working on your research? Or a young scientist who has plans to write a dissertation? In one case or another, you can't do without a case study.

Any sociological study requires in-depth research. Such an "immersion" in the problem can give you consideration of a specific situation that has already occurred or is occurring at the moment.

To consider in detail, a specific situational model means to look into every corner of the problem you are investigating. It is a complex process, time, and energy-consuming. However, it will bring accurate and real results. Most importantly, it will be the basis of your comprehensive research and will be able to become the basis of other research in the future.

A Short Guide To Writing a Case Study

In the process of working on the case, it is useful to ask the following questions.

General characteristics of the situation.

  • What industry does the case belong to?
  • What happens in the situation?
  • Why is this happening?
  • What is the main problem?
  • The essence of the conflict?

Chronology of events.

  • What happened, and when?
  • Causation.
  • Past, present, future (forecast).

Participants of events.

  • Who is the "hero" of the case?
  • The role of all participants.
  • Their advantages and disadvantages.
  • Profession, age, position.
  • Psychological features.
  • A measure of influence on events.


  • Analysis of figures, tables, diagrams, and other data.
  • Study of dynamics, trends.
  • Key indicators and factors determine them.

Alternative solutions.

  • The range of possible courses of action, argumentation, evaluation of each alternative. Selection of the best ideas.
  • Find ways to protect the selected position.
  • Action plan (according to the game scenario, it can be any kind of schedule).

Find The Appropriate Case

The case serves as a technical task and a source of information for understanding the options for effective action to solve a particular problem. A good case must meet the following requirements:

  • have a clear purpose of creation;
  • have an appropriate level of difficulty;
  • illustrate several aspects of the life situation;
  • be relevant today;
  • describe typical situations;
  • develop analytical thinking;
  • provoke discussion;
  • offers several ways to solve the problem.

You can go in two different ways:

First: choose an unusual case, and on its basis, you create an exciting study and unique methods of solving the problem.

Second: find a few similar cases, and follow a specific algorithm of action in a situation and the best solution.

Examine the Case. Be Meticulous

When choosing a case, you need to be one hundred percent sure that this is exactly what you need. That this is the case that best illustrates your problem. And for this, you need to be as focused and meticulous as possible. Science does not like an approximation. Do everything right: read carefully, analyze in detail, dig up the facts, and check them. Your research should not doubt its validity, so make every effort to study your problem and case in advance.

Concentrate On an Issue

Have you decided on a case? Have you analyzed it? Now identify the main issues. Choose one of three vectors for yourself and follow them until the end of the work. Why did this situation arise? Who or what caused this turn of events? How did this affect the participants in the process? Learn to analyze, find the root of the problem, get to the bottom of it.

Think About Solving The Problem

Now show your knowledge in this area and suggest several different solutions to the problem. Remember everything you learned in the course, refer to existing research, use your own experience. Give yourself and the reader the opportunity to look at the proposed problem differently, and apply different ways to solve the situation.

Solve The Problem

As you are considering a specific case, weigh the pros and cons, and decide on the best strategy to overcome this situation's difficulties. Give strong arguments in support of your decision.

Case Studies And Business

Let's talk about business and the importance of a case study in this context. So you are a businessman. You have just started your business and strive to prove yourself as soon as possible and as best you can. The first thing you need to do is earn the trust of the consumer. After all, only this can be a driver of progress. And the best way to do this will be a case study.

To prove to potential customers the importance and need for the service you provide, you need to demonstrate the impact of this service on the quality of life of the client. Will the client's life changed for the better after working with you? Demonstrate this positive impact with a case study!

Study the specific consumer or his goal and offer your solution to his problems.

To achieve a positive result, you need to take a few steps.

  • Define the purpose of the case study.
  • Decide on the form of a case study (written work, video content, podcast, etc.).
  • Choose the best candidate for your study.
  • Make sure that the selected candidate agrees to work with you by contacting him.
  • Outline and submit a case study release form to your subject.
  • Check the list of questions.
  • Form the final look of your case study.
  • Publish a case study.

Next, let's talk about the most essential and challenging stages of a case study.

Present Your Case Study Release Form

We must first understand what a case study release form is. With this document, you must reconcile the details of your cooperation with the subject. We recommend negotiating via email correspondence. Try to find out everything that is expected of you and explain in detail what you are ready to give.

In this document, you need to provide some information about the study, namely:

  • A specific explanation of the reason for creating this case study and the purpose of its writing.
  • Logos, images, names - information about the trademark that you will include in the study.
  • Information on cooperation with study participants after its completion. Is there any feedback planned? Can you provide contact information about the participant?
  • Note on compensation.

Testimonial Letter

A success story letter is, in fact, a draft case study. In it, you outline a scheme for further cooperation, find out the client's benefits, and agree on further steps.

The Initiation

Your cooperation with the client is possible only in the case of 100% agreement and acceptance of all conditions by both parties. So, agree on the terms that will suit you and your consumer, sign all the necessary documents, and wait for the second team's official consent and signature.

A Survey

To ensure the success of any process, you need to prepare for it properly. In our case, such preparation will be a questionnaire. To think about the case study course, you need to gather all possible information and organize it. Before talking to the participant, ask him to fill out a questionnaire - this will simplify further work.

Conversation With The Client

Your next step will be a direct conversation with the user. You can conduct it in the format of an hour-long interview (or shorter - the duration you determine yourself). The purpose of such an interview is to find out the customer's impressions after using your product or service through well-formulated questions.

The Outline Review

When you complete the case study, you will need the approval of the client. Send him the result of your work, let him review it, and, if necessary, make adjustments or comments.

The Final Approbation

If the client wishes to make changes or adjustments to the research project, you must rework it. When the whole project is edited and polished, send the finished document for final approval.

The Right Questions Are The Key To The Success Of The Interview

One of the professional preparation indicators for a case study is identifying the client's needs in as much detail as possible. Qualitatively identified needs also help in establishing contact - you are pleased when you are understood.

With this paragraph's help, you will learn how to ask the correct and precise questions to the client, get the tools for a deep understanding of the explicit and hidden needs and ideally prepare for the client's meeting.

So, what needs to be clarified and with the help of what questions:


At the first level, we clarify the problem or a clear need of the client. In simple terms - we find out what the client is looking for.

- What are you interested in? Why do you need this product?


To build a competent presentation, you need to determine the criteria by which the client makes a purchase decision.

- What kind of product are you looking for? What are the criteria for selecting? What is essential for you when choosing this product? What are your wishes?


It is essential to understand what results the customer expects from the process of using their purchase. Having learned about the desired results, you can offer an alternative and demonstrate your expertise.

- How are you going to use it? What results do you expect from using? What do you want to get in the end? Why are you getting it?


Customers are now more knowledgeable and approach buying with a different knowledge base: they read the information on the Internet and communicate with competitors' sellers (where they can be told many exciting things about you and your product). It is advisable to know the "secret" thoughts of clients, which will allow you to handle possible objections in advance.

- Have you already heard something about our company and our product? Have you already considered something similar from other companies?

Properly worded questions will help you prepare well for the survey.

Note: Try to ask open-ended questions so that the customer cannot say a simple "yes" or "no." This way, you will gather a lot of necessary information.

Another essential addition: take care not only of the content but also of the form of the interview. A well-thought-out structure will help you to have a quick and high-quality conversation. We advise you to divide it into several blocks, which we will discuss below.

General Information About The Business

Identify current issues and challenges of the company. You can ask questions like:

  • What is your business experience?
  • Do you have a large staff?
  • What goals have you set for yourself now?

Set a Goal

To meet the needs of the customer, you need to delve into the subtext of the problem.

  • What challenges have you faced at work?
  • What was the impetus for change?
  • Have you had any other attempts to study the problematic issues?
  • What goals do you plan to achieve? What will be your steps if you do not find a solution?

Consider The Process Of Selection

Find out from the customer how he decided to work with you. This is an excellent analytical basis for potential collaborations.

  • How did you find out about us?
  • Who helped you in the selection process?
  • What points were decisive for you when choosing options?

Tell About The Application Of Solutions

Ask about the details of the process:

  • How did it happen, where did it start, and who was a participant?
  • Did you get the expected result?
  • Which service helped you the most?


The numbers speak best about the results of the work. So ask as many clarifying questions as possible.

  • Have specific indicators increased, and by how much?
  • Evaluate which product has become the most productive?
  • How long did it take?

Drafting the Case

So, the case study work is divided into three stages:

  1. Preparation
  • Define study tasks
  • Draw up a research plan
  • Define case study methods and an action plan for each method.

2. Actually, the case study

3. Processing of results. Conclusions

Now that you've gathered all the information you need, it's time to start shaping your case study. Let's consider each stage of the case study in more detail.


In the first part of the study, you should talk about:

  • What tasks and how they will be solved in the study?
  • What are the main scenarios for using the service/product?
  • What are the expectations of the results of interaction and behavior?

Formulate the main thesis: is such research necessary, and why? These will be the results of your work, formulated in several sentences.

Inside Facts

Show how well you did on the topic. You can talk about this:

  • The main characteristics that can influence the case study: legal restrictions, rules, and stereotypes of behavior, peculiarities of product sales, etc.
  • How competitors work (to detach from them).
  • How the environment is developing (do we need to consider this when conducting a study).

Assay of The Case

So you researched all available sources, conducted interviews - the data obtained needs to be processed. As a result of processing, you must:

  • Give a general description of the environment.
  • Describe the target audience. Based on the description of the target audience, create characters and the main scenarios for their behavior.
  • To formulate how the service/company will differ from competitors, naturally, in an advantageous way: design, capabilities, information, approach to the visitor.
  • To make preliminary conclusions about what functionality will be enough to launch to not lose to competitors and what you can come to in the development process.

Solution Proposal

Problems/shortcomings have been identified; now is the time to suggest possible changes to improve the apparent situation. You can choose one of the best solutions, or you can offer several alternatives. The main thing in all this is to clearly explain why you chose these particular solutions and their result. Back up your words with good arguments.

For your research to be not too dull and dry, do not be afraid to dilute it with humor (in moderation!), stories from personal experience. This will only be a plus for your work.


By what methods are you going to achieve the solution to the problem? Who should decide everything, and how can it be done quickly and efficiently? Try to answer these questions in this part of the study.

What Should a Case Study Look Like?

Most likely, at this stage, you will be a little confused. There will be more questions in your head than answers - where to start, how to build the study, how big should it be?

Next, we talk about the structure and format of the case study.

Let's start with the main thing - which you can't do without.

  1. Title. Create it on the principle of "Less is more." It should reflect only the most important results.
  2. Subhead. A brief digression into the results of the study: what was done? Then the text of the work will tell everything.
  3. Project summary. Try to put the essence of the research in a maximum of four sentences. Also, confirm the success story with a few striking facts.
  4. Habituation. Here you need to describe the person or company that worked with you. You could get information for this part from the Web if you did not provide it in the questionnaire.
  5. Problem and possible solutions. What tasks did the consumer set for himself? Describe the company's issues that exist before your product helps solve them.
  6. How your product kicked in. Have you solved the customer problem? How did you manage to do that? Explain this in two or three paragraphs.
  7. Hard numbers. A few paragraphs about how your product specifically helped and affected the company or the person. Support all this with concrete numbers - they speak better than words.
  8. Outlook. What's next? What are the prospects? People like to look to the future, so talk about potential work and your plans.

Pay Attention To Your Writing Style

Entrepreneurs writing case studies often fall into two extremes: either writing a white paper or publicly promoting their business.

In the first case, the study looks like a dry, dull, and lifeless report, written in a highly specialized working language. Avoid complex professional terms, or at least provide exhaustive definitions. Most of your readers will be potential clients, not colleagues. Some tools, terminology, and metrics may not be familiar to them. Therefore, present your data in a readable and easy-to-read form.

A case study that overtly praises your company and sends out promotional messages to target audiences is also not a good idea. Of course, you can emphasize that your employees will be happy to solve the reader's problems, but don't overdo it. Backup all your claims with facts. Otherwise, your success story will not be credible.

Try to find a middle ground between these two extremes. Keep the following nuances in mind to develop a compelling writing style.

6 Gimmicks of a Successful Case Study

  1. Tell a story, don't just list the facts. A case study structure can be compared to that of a novel: introduction, conflict deployment, climax, and denouement. Please describe your work on the project through a cohesive storyline that allows readers to immerse themselves in your story. Show tension and progress to make the case study truly exciting.
  2. Imagine the problem you were dealing with as an antagonist and your client as the protagonist. You play a supporting character who helps the main character overcome difficulties and reach a happy ending.
  3. Show the situation from the client's perspective. Do not get carried away with graphomania, so as not to forget about the client. Remember that he is the central figure in the story, and his point of view is key.
  4. Use direct quotes to build credibility in your case study. Make sure the facts listed in your client's quotes are not duplicated in your text.
  5. Keep in mind that your main goal is to satisfy the interest of potential customers. Don't use complicated terms or describe technical nuances. A case study is a story about a real project, not a presentation for a professional conference.
  6. Reading long chunks of text can be tedious, so break them up into paragraphs, use numbered and bulleted lists, headings, subheadings, and other formatting tools. Make your sentences short and give just one key point.

Case Study Examples Will Help You Write Your Own

Statistics are valid for rules, case studies - for exceptions.

Regardless of the source of the data, the case study can include both qualitative and quantitative data. Qualitative data refers to non-digital information such as categorical information systematically collected using narrative methods, including word tables. Quantitative data refers to numerical data, such as information based on ordinary, interval, and rank scales.

The case study method is often used in psychology, sociology, political science, anthropology, social work, business, education, nursing, and community planning. In economics, it is used to study an industry's structure, the economy of a city or region. The common motive in all cases is the desire to understand complex social phenomena. This method allows researchers to preserve the integrity and meaningful characteristics of real events, such as an individual life cycle, behavior of a small group, organizational and managerial processes, changes in a rural settlement, and school reform.

Simple Case Study Examples

To make it easier for you to understand how the case study differs from the usual research, we offer you case study examples.

The topic of research

Case study

1. What are the consequences of hurricanes for residents of the affected areas?

The aftermath of Hurricane Katrina in New Orleans.

2. How do politicians manipulate public opinion?

How Trump Became President Through Online Ads

3. Will distance learning be useful for an ST student?

How the US and UK conduct distance learning.

4. The main pros and cons of using solar panels by rural residents.

California is the first in the US to oblige to install solar panels in new homes.

5. How does marketing research influence the consumer's mind?

Why Gen Z is choosing Apple.

Marketing Case Study Examples

Marketing research is the collection and analysis of secondary information on a given topic. The purpose of the study is to obtain accurate information for making the right business decisions. Marketing research is necessary to solve such problems: bringing a new brand to the market, redesigning packaging, launching an advertising campaign, rebranding a company, increasing market share, entering a new market, fighting competitors, etc. Relevant and accurate data will help you make the right decision and achieve your goal.

Neglecting a marketing case study can lead to an incorrect assessment of the market situation, trends, prospects, competitive environment, target audience, etc., which will have an extremely negative impact on your brand's successful launch and development. For example, without information about future consumers and their preferences, it is impossible to achieve high sales and product development since you will not interest the target audience. Lack of data on the structure and dynamics of the market can lead to a failed product launch and company bankruptcy.

Therefore, high-quality desk marketing research is a guarantee of your future success!

Examples of marketing case study topics:

  • Market research for hair care products.

Haircare products are a regularly updated and dynamic segment of the cosmetic market. According to the studies carried out, this particular product is ahead of other daily hygiene products' indicators. The reason lies in two factors: massive demand and intense competition between brands, which stimulate new marketing solutions in the consumer's struggle. Market indicators only confirm global trends: now, customers need improved products that, in addition to dyeing, will provide health and beauty to their hair.

  • Analysis of the coffee market.

Every day, millions of Americans consume this tonic drink, preferring one or another brand. We decided to analyze the coffee market structure, identify the main preferences of Americans, and outline trends and forecasts for the coffee market.

Sales Case Study Examples

A case study is an ideal format to showcase your company's strengths. Well-designed work of this kind can turn passive website visitors into active buyers, increase sales, and help build a large loyal customer base.

Many experts agree that case studies can be even more effective than email newsletters, social media posts, and blog articles, all of which are popular with internet marketers. Using case studies to increase traffic and sales can make you a pioneer in this as yet underdeveloped area, which is always an advantage.

Your Sales Case Study may have, for example, the following name: "Online store doubles sales using PPC tools."

Business Case Study Examples

What are business cases? This is not just an example. It has certain features:

  • It goes into details in depth. The document authors do not forget a single nuance to form a coherent picture for the readers. They pass on their experience in solving various problems to those who need it. To write a case study, you need a copywriter and many other specialists with diverse experience.
  • The cases are straightforward. Information in them is visualized - they contain tables, diagrams, comparisons, graphs. Presenting information in this form makes it easier to convince readers that the data is correct. It is easier to perceive such information.
  • The cases are relevant. The development of content marketing is high-speed; the relevance of ideas and solutions can disappear in a year. The demand for fresh cases is much higher.

If the content is of high quality, its business benefits are apparent, especially if it is an expert. Naturally, the niche and the needs of the target audience are essential. If you are engaged in the sale of fashionable swimwear from Spain, then sending information about the technological features of spandex processing to peers is not a problem. And the demand for expert advice on selecting the perfect swimsuit for different types of figures will be high.


  • Case about weight loss.

The ratings for weight loss television shows are very high. Hundreds of thousands of people subscribe to fitness trainer blogs. In the press, you can find many stories "before" and "after" from those who were able to improve their health, lose weight, and achieve success. In 2016, the FoodEx franchise was launched, and a case study was published detailing the stages of building a "healthy business" for it.

How Do You Write a Case Study Summary?

What Is It?

The summary is the most critical part of the document. This section summarizes the necessary information about the project, its concept, and possible prospects. Learning to write a summary for a case study is a vital skill. The future interest of the reader in the research itself will depend on it.

All experts agree that it is on the summary that largely depends on whether you are interested in potential clients and whether they want to cooperate with you, or your plan will not be taken seriously.

What Is Its Purpose?

Providing short and to the point information about the case study and your company is the primary purpose of a summary. Do not forget: this must be done so that the readers have no doubts about the positive outcome of cooperation with you.

How Big Should It Be?

A cool summary can take three hundred words. Much depends on the size of the study itself. As a rule, this document should not exceed one or two pages. The presentation's style and language should be light so that the reader does not notice how he ended up at the end of the paper.

When It's Better To Write It?

Because of this part's enormous importance, most experts recommend writing it after completing the other sections. After all, this is the only way you can operate with calculations already done and cost-effective data on your project. Moreover, if you write your summary correctly, it may be enough to make an important decision - to work with you or not.

Main Summary Subsections

Below we will provide you with a reference case study template and indicate what should be included in the document.

1. Project name and organizational form.

First of all, the name of the case study must be indicated in the resume.

2. Idea.

At this point, it is necessary to concisely, but in essence, describe the main idea of the case study.

3. Info about your business.

Suppose you manage an organization, in this paragraph. In that case, you should describe the direction of its activities and the enterprise's scale, indicating the stage at which the business is currently located. If you are an individual and have your own business, please describe your business line and current successes.

4. Description of the benefits of your offer/company.

It is this point in the resume that should be given the most attention. A quick rundown of the pros of your proposal is what customers are looking for. State the pros of your project as if you are the only candidate who can handle the task. At this point, it is worth mentioning the rich experience, the uniqueness, and progressiveness of the proposed concept, the availability of all the necessary knowledge and skills, the necessary equipment, areas, etc.

5. Financing. Tell us about the order of things at the moment: what means your company has, what the situation was before.

6. The uniqueness and value of your offer. What is there in your proposal that your competitors do not have?

Do not forget to include the following points in the document:

  • company history;
  • financial performance indicators;
  • information about competitors;
  • key services;
  • business contacts;
  • information about the management team;
  • the team's previous successes;
  • achievements and awards in the industry;
  • alliances and partners.

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