project management case study for beginners

Top 20 Project Management Case Studies [With Examples]

Project management case study analyses showcase and compare real-life project management processes and systems scenarios. These studies shed light on the common challenges that project managers encounter on a daily basis. This helps project managers develop effective strategies, overcome obstacles, and achieve successful results. 

By leveraging project management case studies , organisations can optimise their operations by providing insights into the most effective approaches. With effective implementation of these case studies, strategies, and methodologies, ensuring successful project completion is achievable.

Criteria for Selection of Top 20 Case Studies

The top 20 case studies are selected based on significance, impact, challenges, project management strategies, and overall success. They provide diverse insights and lessons for project managers and organisations.

1. The Sydney Opera House Project

The Sydney Opera House Project is an iconic example of project management case studies as it faced multiple challenges during its construction phase. Despite facing leadership changes, budget overruns, and design failures, the project persevered and was completed in 1973, a decade later than planned. The Opera House stands as a symbol of perseverance and successful project management in the face of humankind.

2. The Airbus A380 Project

The Airbus A380 Project is a project management case study showcasing the challenges encountered during developing and producing the world’s largest commercial aircraft. The project experienced massive delays and impacted costs of more than $6 billion, with several issues arising from the manufacturing and delivery process, outsourcing, and project coordination. 

However, the Airbus A380 was successfully launched through carefully planned project management strategies, delivering a world-class aircraft that met customer expectations.

3. The Panama Canal Expansion Project 

The Panama Canal Expansion Project serves as a compelling case study, illustrating the management’s encounters in expanding the capacity of the Panama Canal. The project included multiple stakeholders, technological innovations, environmental concerns, and safety challenges. 

4. The Boston Central Artery/Tunnel Project

The Boston Central Artery/Tunnel Project serves as a project management case study of a large-scale underground tunnel construction project. It successfully addressed traffic congestion and was completed in 2007. The project was completed in 2007, with numerous hurdles delaying progress like complexity, technology failure, ballooning budgets, media scrutiny, etc.

5. The London 2012 Olympics Project

The London 2012 Olympics Project stands as a successful project management case study, showcasing the management of a large-scale international sporting event. This project involved the construction of a new sports infrastructure, event logistics and security concerns. The project was successfully accomplished, delivering a world-class event that captivated the audience.

6. The Hoover Dam Bypass Project

The Hoover Dam Bypass Project was a construction project in the United States of America that intended to alleviate traffic from the Hoover Dam by building a new bridge. Completed in 2010, the bridge spans across the Colorado River, connecting Arizona and Nevada and offers a safer and more efficient route for motorists.

7. The Golden Gate Bridge Seismic Retrofit Project

The Golden Gate Bridge Seismic Retrofit Project is a case study example constructed in San Francisco, California. Its objective was to enhance the bridge’s resilience against earthquakes and aftershocks. Completed in 2012, the project included the installation of shock absorbers and other seismic upgrades to ensure the bridge’s safety and functionality in the event of a major earthquake.

8. The Hong Kong-Zhuhai-Macau Bridge Project

The Hong Kong-Zhuhai-Macau Bridge Project is a massive case study that intends to connect Hong Kong, Zhuhai and Macau with a bridge-tunnel system of 55 kilometres. Completed in 2018, the project required massive funds, investments and innovative engineering solutions, providing a new transport link and boosting regional connectivity.

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9. The Panama Papers Investigation Project

The Panama Papers Investigation Project is a global case study of journalistic investigations into offshore tax havens. It involved leaked documents from Mossack Fonseca, a Panamanian law firm. Coordinated by the International Consortium of Investigative Journalists, the project resulted in major political and financial repercussions worldwide, garnering widespread media attention.

10. The Apple iPhone Development Project

The Apple iPhone Development Project started in 2004, aiming to create a groundbreaking mobile device. In 2007, the iPhone transformed the industry with its innovative touchscreen interface, sleek design, and advanced features. This project involved significant research, development, marketing, and supply chain management investments.

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11. The Ford Pinto Design and Launch Project

The Ford Pinto Design and Launch Project was a developmental project intended to create an affordable, fuel-efficient subcompact car. Launched in 1971, because of its fuel tank design, it became infamous for safety issues. The project was rigged for ethical and safety concerns, lawsuits, and recalls.

12. The Deepwater Horizon Oil Spill Response Project

The Deepwater Horizon Oil Spill Response Project was a response to the largest oil spill in US history, caused by an offshore drilling rig explosion in 2010. This crisis response project utilised a waterfall project management approach, where the project team followed a pattern of planning, executing, monitoring, and closing phases. 

13. The NASA Challenger Space Shuttle Disaster Project

  The NASA Challenger Disaster Project was a tragic space exploration mission in 1986, resulting in the loss of all seven crew members. Extensive investigations revealed design and safety flaws as the cause. This disaster prompted NASA to address decision-making processes and improve safety cultures.

14. The Three Gorges Dam Project

  The Three Gorges Dam Project was a large-scale infrastructure project developed in China that aimed to build the world’s largest hydroelectric dam on the Yangtze River. Completed in 2012, it encountered environmental, social, and engineering challenges. The dam currently offers power generation, flood control, and improved navigation, but it has also resulted in ecological and cultural consequences.

15. The Big Dig Project in Boston

The Big Dig Project was a transportation infrastructure project in Boston, Massachusetts, intended to replace an old elevated highway with a newer tunnel system. Completed in 2007, it serves as one of the most complex and costly construction endeavours in US history. Despite facing many delays, cost overruns and engineering challenges, the project successfully improved traffic flow and urban aesthetics but also resulted in accidents, lawsuits, and financial burdens.

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16. The Uber Disruptive Business Model Project

  The Uber Disruptive Business Model Project was a startup that introduced a new ride business model that disrupted the taxi-cab industry by connecting riders with drivers via a mobile app. Launched in 2010, this project required innovative technology, marketing and regulatory strategies and faced legal actions and ethical challenges related to labour, safety, and competition. Uber has since then dominated the market with its ride-sharing business plan.

17. The Netflix Original Content Development Project

The Netflix Original Content Development Project was an initiative created to launch its original content for its platform. This launch by the online streaming giant in 2012 was a huge success for the company. The project required huge investments in content creation, distribution and marketing and resulted in award-winning shows and films that redefined the entire entertainment industry’s business model.

18. The Tesla Electric Car Project

The Tesla Electric Car Project was a revolutionary project that aimed to compete for its electric vehicles with gasoline-powered vehicles. The project required a strong project management plan that incorporated innovation, sustainability, and stakeholder engagement, resulting in the successful launch of the Tesla Roadster in 2008 and subsequent models. Tesla has one-handedly revolutionised the entire automobile industry on its own. 

19. The Johnson & Johnson Tylenol Crisis Management Project:

The Johnson & Johnson Tylenol Crisis Management Project was a case study in crisis management in 1982. The project required quick and effective decision-making skills, stakeholder communication, and ethical leadership in response to the tampering of Tylenol capsules that led to deaths. 

20. The Airbnb Online Marketplace Platform Project  

The Airbnb Online Marketplace Platform Project was a startup that created an online platform which connected travellers with hosts offering short-term rental accommodations in flights. The project required innovative technology, user experience design and stakeholder management. Airbnb’s success has led to the disruption of the hospitality industry and inspired many other project case study examples of sharing economy platforms.

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Future Developments in Project Management

Future developments in project management include all the insights on the increased use of artificial intelligence, agile methodologies, hybrid project management approaches, and emphasis on sustainability and social responsibility, along with many more developing ideas that will address the evolving market innovations. 

Key Takeaways from the Case Studies

The project management case study examples illustrate real-life examples and the importance of project management in achieving project success. The cases show the use of innovative technologies, tools, techniques, stakeholder engagement, crisis management, and agile methodologies. 

Project Management also highlights the role of ethical leadership and social responsibility in project management. To learn more and more about case studies, upGrad, India’s leading education platform, has offered an Advanced General Management Program from IMT Ghaziabad that will equip you with in-demand management skills to keep up with the changing trends!

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Frequently Asked Questions (FAQs)

Project Management is extensive planning, executing, monitoring and closing of a project before its deadline. Project management ensures accuracy and efficiency across all organs of a project, right from its inception to its completion.

Project Management case studies are real-life examples of projects to put an insight into all the tools, techniques and methodologies it provides.

The role of a project manager is to ensure that all day-to-day responsibilities are being met by the resources deployed in a certain project. They have the authority to manage as well as lead the functioning members as well.

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Top 15+ Project Management Case Studies with Examples 2024

Home Blog Project Management Top 15+ Project Management Case Studies with Examples 2024

Having worked for more than 9 years in the dynamic field of project management, I would strongly refer to real-world case studies as invaluable resources for both budding and experienced professionals. These case studies provide critical insights into the challenges and triumphs encountered in various industries, illustrating the application of project management principles in practical scenarios.   I have curated the project management case studies as a part of this article in such a way that it delves into a selection of compelling case studies, ranging from the healthcare sector to infrastructure and technology. Each case study is a testament to the strategic planning, adaptability, and innovative problem-solving skills necessary in today's fast-paced business environment. These narratives not only highlight past successes but also offer guidance for future projects, making them essential tools for anyone eager to excel in project management.

What is Case Study?

A case study refers to an in-depth examination of a specific case within the real-world context. It is a piece of content that sheds light on the challenges faced, solutions adopted, and the overall outcomes of a project. To understand project management case studies, it is important to first define what a project is . A project is a temporary endeavor with a defined beginning and end, aimed at achieving a specific goal or objective. Case studies are generally used by businesses during the proposal phase. However, they are also displayed on the websites of companies to provide prospects with a glance at the capabilities of the brands. It can even serve as an effective tool for lead generation. In simple words, case studies are stories that tell the target audience about the measures and strategies that the organization adopted to become successful.

What is Project Management Case Study?

A project management case study is a piece of content that highlights a project successfully managed by the organization. It showcases the challenges that the organization faced, the solutions adopted, and the final results. Keep reading in order to explore examples of successful project management case studies.

Top 15 Project Management Case Studies and Examples 

Are you looking for some project management case study examples? If yes, here are some of the best examples you can explore. Let’s dive in! Before diving in, here is the list of top 15 project management case studies: 

• Mavenlink Helps Improve Utilization Rates by 15% for BTM Global
• Boncom Reduces Billing Rate Errors by 100%
• whyaye! Reaches 80% Billable Utilization
• Metova Increases Billable Utilization by 10%
• Appetize Doubles Length of Forecasting Outlook
• RSM Improves Client Satisfaction and Global Business Processes
• CORE Business Technologies Increases Billable Utilization by 35%
• Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery
• Optimus SBR Improves Forecasting Horizon by 50%
• PlainJoe Studios Increases Projects Closing Within Budget by 50%
• RPI Consultants Decreases Admin Time by 20%
• CBI's PMO Increases Billable Utilization By 30%
• Butterfly Increases Billable Time by 20%
• TeleTracking Increases Billable Utilization by 37%
• Taylors Improves Utilization Rates by 15%
• Hospital El Pilar improves Patient Care With implementing Disciplined Agile
• British Columbia’s Ministry of Technology and Infrastructure (MoTI)

1. Mavenlink Helps Improve Utilization Rates by 15% for BTM Global

The case study is all about how Mavenlink helped BTM Global Consulting to save hours of work and enhance utilization with resource management technology. BTM Global Consulting offers system development and integration services to diverse clients. The challenges that the company faced were that tools like Netsuite OpenAir and Excel spreadsheets were not able to meet the customization needs as the company grew. It impacted their overall productivity.

BTM Global saw the following benefits: 

• 15% increase in utilization for project managers
• 10% increase in companywide utilization
• 4-hour resource allocation work reduced to 10 minutes
• 100% Company-wide time tracking adoption

In order to overcome the challenge, the solution they adopted was to switch to Mavenlink. The result was that it increased the utilization of the company by 10% and enhanced project manager utilization by 15%. It also reduced resource allocation work from 4 hours to just 10 minutes.

2. Boncom Reduces Billing Rate Errors by 100% With Mavenlink

Boncom is an advertising agency that collaborates with different purpose driven brands to create goods worldwide. The challenge was that the company relied on several-point solutions for delivering client-facing projects. However, the solutions failed to offer the required operational functionality. An ideal solution for Boncom was to adopt Mavenlink. The result was that the billing rate error got reduced by 100%. Accurate forecasting became possible for Boncom, and the company could generate reports in much less time.

3. whyaye! Reaches 80% Billable Utilization with Mavenlink

Here are the top benefits whyaye got: 

• 6% increase in utilization
• Tripled company size
• Doubled in number of new clients every quarter
• Support through constant business scaling

whyaye is a digital transformation consultancy delivering IT transformation solutions to businesses operating in diverse sectors. The challenge was that whyaye used to manage resources and projects using tools such as emails, PowerPoint, and Microsoft Excel. However, with the growth of the company, they were not able to access project data or gain insights for effective management of the projects . The ultimate solution to this challenge was to make a switch to Mavenlink. The result was an increase in the utilization by 6%, doubling of new clients, tripling of the company size, and seamless support through business growth.

4. Metova Increases Billable Utilization by 10% With Mavenlink

If you are looking for a project planning case study, Metova can be the right example. Metova is a technology firm, a Gold Partner of Microsoft, and an advanced consulting partner of AWS. The challenge was that the company handled several projects at a time. However, its heavy dependence on tools like Google Sheets limited the growth capabilities of the organization. So, the company looked for a solution and switched to Mavenlink. The result was that it was able to increase its billable utilization by 10%, increase its portfolio visibility, and standardize its project management process.

5. Hospital El Pilar improves Patient Care With implementing Disciplined Agile

If you are looking for an example of one of the best hospital related project management case studies, then Hospital El Pilar can be the ideal one. Hospital El Pilar is a private hospital in Guatemala City, Guatemala, that provides comprehensive care to patients in various medical specialties. The challenge was that the hospital’s application development team faced several obstacles in managing and delivering projects, such as unclear priorities, a lack of visibility, little interaction with users, and competing demands. The solution that the team adopted was to use Disciplined Agile® (DA™), a flexible and pragmatic approach to project management that optimizes the way of working (WoW). The result was improved project outcomes, increased user satisfaction, greater transparency, and more trust from stakeholders and customers.

6. British Columbia’s Ministry of Technology and Infrastructure (MoTI) gets its principal corridor for transportation up in 35 days

Reconnecting Roads After Massive Flooding (2022) is a case study of how the British Columbia Ministry of Transportation and Infrastructure (MoTI) used a project management approach based on the PMBOK® Guide to restore critical routes after a catastrophic weather event. It is one of the examples of successful project management case studies you can look into. The challenge was that an atmospheric river caused severe flooding, landslides, and bridge collapses, cutting off the lower mainland from the rest of Canada2. The solution was to prioritize the reopening of Highway 5, the principal corridor for transportation of goods and people, by creating scopes, work breakdown structures, and schedules for each site3. The result was that Highway 5 was reopened to commercial traffic in 35 days, despite additional weather challenges and risks4. The construction project management case study we discussed demonstrated the benefits of flexibility, collaboration, and communication in emergency response.

7. Appetize Doubles Length of Forecasting Outlook with Mavenlink

Here the the benefits Appetize got with Mavenlink: 

• Forecasting horizon increases to 12 weeks
• Management of 40+ major projects per quarter
• Support for rapid companywide scaling
• Salesforce integration supports project implementation

Appetize is one of the leading cloud-based points of sale (POS), enterprise management, and digital ordering platform that is trusted by a number of businesses. The challenge of the company was that its legacy project tracking systems were not able to meet the growing needs of the company. They experienced growth and manual data analysis challenges. The solution they found was to switch to Mavenlink. The result was an increase in the forecast horizon to 12 weeks, support for effective companywide scaling, easy management of over 40 major projects, and Salesforce integration for project implementation.

8. RSM Improves Client Satisfaction and Global Business Processes with Mavenlink

RSM is a tax, audit, and consulting company that provides a wide array of professional services to clients in Canada and the United States. The challenge of the company was that its legacy system lacked the necessary features required to support their work- and time-intensive projects and delivered insights relating to the project trends. An ideal solution to this challenge was to switch to Mavenlink. The result was better to risk mitigation in tax compliance, improved client-team communication, templatized project creation, and better use of the KPIs and project status.

9. CORE Business Technologies Increases Billable Utilization by 35% with Mavenlink

Here are the top benefits CORE Business Technologies got with Mavenlink: 

• Simultaneous in-progress projects doubled
• 100% company-wide time entry compliance
• 35% Increase in Billable Utilization
• 50% Increase in Team Productivity

Another top project management case study is the Core Business Technologies. CORE Business Technologies is a reputed single-source vendor self-service, in-person, and back-office processing to the clients. It offers SaaS-based payment solutions to clients. The challenge faced by the company was that its tools like spreadsheets, Zoho, and Microsoft Project led to a hectic work schedule owing to a huge number of disconnected systems. The solution to the challenge was to switch to Mavenlink. The result was the enhancement of team productivity by 50%, time entry compliance by 100%, and enhancement of the billable utilization rate by 35%.

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10. Client Success: Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery with Mavenlink

Here are the top benefits Health Catalyst saw with Mavenlink:   

• Consistency in Successful Project Delivery 
• Improved Interdepartmental Communication 
• Deeper Resource Data Insights 
• Stronger Resource Forecasting

Health Catalyst is a company that delivers data and analytics services and technology to different healthcare organizations. The firm provides assistance to technicians and clinicians in the healthcare sector. The challenge of the company was that the tools like Intacct and spreadsheets that is used for project management were not able to provide the required data insights and clarity for better project management. It also limited effective resource management. The solution was to embrace Mavenlink. The result was better resource forecasting, enhanced interdepartmental communication, consistency in project delivery, and better resource data insights .

11. Client Success: Optimus SBR Improves Forecasting Horizon by 50% with Mavenlink

Optimus SBR is a leading professional service provider in North America. It offers the best results to companies operating in diverse sectors, including healthcare, energy, transportation, financial services, and more. The challenge was that legacy software tools that the firm used gave rise to project management issues. The company was not able to get a real-time revenue forecast or gain insights into its future financial performance. The solution that the company adopted was to switch to Mavenlink. The result was better data-driven hiring decisions, efficient delivery of remote work, and enhancement of the forecasting horizon by 50%.

12. Client Success: PlainJoe Studios Increases Projects Closing Within Budget by 50% With Mavenlink

Here are the benefits how Mavenlink helped PlainJoe: 

• Improved data insights for project success
• Enablement of fast shift to remote work
• Improved budgeting
• Increased rates in billing

PlainJoe Studios is an experimental design studio that focuses on digitally immersive and strategic storytelling. The company has a team of strategists, architects, and problem solvers to create value for the clients. The challenge of the company was that the manual processing of the company affected its ability to grow and manage the diverse project effectively. They lacked clarity about their project needs and profitability. The solution to deal with the challenge was to switch to Mavenlink. The result was an enhancement in the billing rates by 15%, better project closing within budget by 50%, better data insights for the success of different projects, and a faster shift to remote work.

13. Client Success: RPI Consultants Decreases Admin Time by 20% With Mavenlink

If you are looking for an example of one of the best software project management case studies, then RPI Consultants can be the ideal one. RPI Consultants offer expert project leadership and software consulting services for enterprise-level implementation of solutions and products. The challenge was that the task management solutions adopted by the company gave rise to a number of complications. It resulted in poor interdepartmental transparency and time-consuming data entry. The ultimate solution that the company embraced was to switch to Mavenlink. The result was a rise in the utilization rate by 5%, lowing of admin time by 20%, better forecasting and resource management, and a single source for gaining insights into the project data.

14. Client Success: CBI's PMO Increases Billable Utilization By 30% With Mavenlink

CBI is a company that is focused on protecting the reputations, data, and brands of its clients. The challenge that the company faced was that the solutions used were unable to meet the growing needs of the organization. The systems were outdated, data sharing was not possible, and time tracking was inconsistent. The solution to the challenge was to switch to Mavenlink. The result was better interdepartmental alignment, enhancement of time tracking to support business growth, an increase in the billable utilization rate by 30%, and detailed insights for a greater success of the projects.

15. Client Success: Butterfly Increases Billable Time by 20% with Mavenlink

Butterfly is a leading digital agency that provides digital strategy, website design and development services, and ongoing support to businesses across Australia. The challenge was that the different legacy systems used by the agency limited its capability of effective project management and reporting. The systems were time consuming and cumbersome. In order to deal with the challenge, the solution was to make a switch to Mavenlink. The result was the enhancement of billable time by 20%, fast reporting insights, enhancement of productive utilization by 16%, and better Jira integration.

16. Client Success: TeleTracking Increases Billable Utilization by 37% With Mavenlink

TeleTracking Technologies is a leading provider of patient flow automation solutions to various hospitals in the healthcare sector. The challenge of the company was that it used different systems such as Microsoft Excel, Sharepoint, MS Project, Jira, and Netsuite. The use of a variety of solutions created a number of challenges for the company. It had poor forecasting capability, an insufficient time tracking process, and unclear resource utilization. The solution was to switch to Mavenlink. The result was the enhancement of time tracking compliance by 100%, rise in hours to date by 18%, and enhancement of billable utilization by 37%.

17. Client Success: Taylors Improves Utilization Rates by 15% with Mavenlink

This is a perfect example of a construction project management case study. Taylor Development Strategists is a leading civil engineering and urban planning organization in Australia. The challenge that the company faced was that the systems that it used were not able to support the growth of the business. There were a lot of inefficiencies and limitations. The solution to the challenge was to switch to Mavenlink. The result was better global collaboration, an increase in the utilization rate by 15%, consistency of timesheet entry, and in-depth insights relating to utilization and project targets.

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Start Creating Your Project Management Case Study

Not that you have a detailed idea about project management case studies, it is time to prepare your own. When doing the project management case study exercise, make sure to focus on covering all the important elements. Clearly stating the challenges and the solutions adopted by the company is important. If you want to get better at project management, getting a PMP Certification can be beneficial.

Case Study Best Practices and Tips 

• Involve your clients in the preparation of the case study. 
• Make use of graphs and data. 
• Mix images, texts, graphs, and whitespace effectively.

Project Management Case Study Template 

To create a well-crafted and highly informative case study template in the realms of project management, you should start by providing a brief overview of the client's company, focusing on its industry, scale, and specific challenges. Follow with a detailed section on the challenge, emphasizing the unique aspects of the project and obstacles faced. Next, you might want to describe the solution implemented, detailing the strategies, methodologies, and tools used. Then, you would need to present the results, quantifying improvements and highlighting objectives achieved. Finally, please conclude the case study with a summary, encapsulating key takeaways and emphasizing the project's success and its implications for future endeavors. By following this structure, you can present a comprehensive yet concise analysis that is ideal for showcasing project management expertise and insights. You can also refer to the template for crafting a better case study on project management – Template for writing case studies .

By now, you must have gained a comprehensive knowledge of preparing a project management case study. This article elaborately explains the significance of real life project management case studies as vital tools for demonstrating a company's expertise in handling complex projects. These case studies, showcasing real-world scenarios, serve as compelling evidence of a firm's capability to navigate challenges and implement effective solutions, thereby boosting confidence in potential clients and partners. They are not only a reflection of past successes but also a lighthouse guiding future project endeavors in the discipline of project management within the fields of construction, pharmacy, technology and finance, highlighting the importance of strategic planning, innovation, and adaptability in project management. If you are aspiring to excel in this field, understanding these case studies is invaluable. However, you would also need to learn from project management failures case studies which would provide a roadmap to mastering the art of project management in today's dynamic business landscape.

Frequently Asked Questions (FAQs)

In order to write a project management case study, keep everything brief but mention everything in detail. Make sure to write it with clarity and include graphs and images. 

A project study must include information about the client, how your company helped the client in resolving a problem, and the results.

The best-case studies on project management have been listed above. It includes BTM Global, Butterfly, Boncom, and more.

Kevin D.Davis

Kevin D. Davis is a seasoned and results-driven Program/Project Management Professional with a Master's Certificate in Advanced Project Management. With expertise in leading multi-million dollar projects, strategic planning, and sales operations, Kevin excels in maximizing solutions and building business cases. He possesses a deep understanding of methodologies such as PMBOK, Lean Six Sigma, and TQM to achieve business/technology alignment. With over 100 instructional training sessions and extensive experience as a PMP Exam Prep Instructor at KnowledgeHut, Kevin has a proven track record in project management training and consulting. His expertise has helped in driving successful project outcomes and fostering organizational growth.

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Exploring Project Management Case Studies: A Comprehensive Guide

• January 25, 2024

Project management has become an essential skill for organizations to achieve their goals efficiently. By effectively managing projects, businesses can streamline processes, improve productivity, and ultimately drive success. To understand the intricacies of project management, it is crucial to explore various case studies that offer real-life insights into successful project management practices. This comprehensive guide aims to provide a deep dive into project management, highlighting key principles, methodologies, and the role of a project manager.

Understanding the Basics of Project Management

Project management is a crucial discipline that involves the application of knowledge, skills, tools, and techniques to project activities. Its primary goal is to meet specific project requirements by carefully planning, executing, controlling, and closing projects within defined constraints. These constraints typically include factors such as time, cost, and scope. By effectively managing these elements, project managers aim to achieve predetermined objectives while ensuring efficient resource utilization.

Defining Project Management

At its core, project management is a multifaceted process that requires a comprehensive understanding of various project elements. It encompasses the coordination of tasks, resources, and stakeholders to achieve project goals. By employing proven methodologies and strategies , project managers can effectively navigate the complexities of project execution.

Successful project management involves breaking down complex projects into manageable tasks, establishing clear project objectives, and developing a well-defined project plan . This plan serves as a roadmap for the project, outlining the necessary steps, timelines, and deliverables. By having a solid plan in place, project managers can effectively allocate resources, manage risks, and monitor progress throughout the project lifecycle.

Key Principles of Project Management

Project management is guided by a set of key principles that serve as the foundation for successful project execution. These principles include:

• Clear Project Objectives: Clearly defining project objectives is essential for project success. By having well-defined goals, project managers can align project activities and ensure that everyone is working towards a common purpose.
• Effective Communication: Communication is a critical aspect of project management. Project managers must establish open lines of communication with stakeholders, team members, and other relevant parties to ensure that information flows smoothly and that everyone is kept informed about project progress.
• Stakeholder Engagement: Engaging stakeholders throughout the project lifecycle is vital. By involving stakeholders in decision-making processes and keeping them informed, project managers can gain valuable insights and ensure that project outcomes meet stakeholder expectations.
• Risk Management: Identifying and managing risks is an integral part of project management. Project managers must proactively assess potential risks and develop strategies to mitigate them. By addressing risks early on, project managers can minimize their impact on project outcomes.
• Continuous Improvement: Project management is an iterative process that requires continuous improvement . Project managers should regularly evaluate project performance, identify areas for improvement, and implement corrective actions. By embracing a culture of continuous improvement, project managers can enhance project outcomes and drive organizational success.

The Role of a Project Manager

A project manager plays a pivotal role in the success of any project. They are responsible for planning, organizing, and overseeing all project activities. Key responsibilities of a project manager include:

• Planning: Project managers develop comprehensive project plans that outline the necessary tasks, timelines, and resources required for successful project execution. They establish project objectives, define deliverables, and allocate resources accordingly.
• Team Management: Project managers are responsible for assembling and managing project teams. They assign tasks, provide guidance, and ensure that team members have the necessary resources and support to complete their work effectively.
• Communication: Project managers serve as the primary point of contact for all project-related communication. They facilitate effective communication between team members , stakeholders, and other relevant parties to ensure that everyone is aligned and informed.
• Decision-making: Project managers make critical decisions throughout the project lifecycle. They analyze information, evaluate options, and make informed choices that align with project objectives and stakeholder expectations.
• Monitoring and Control: Project managers continuously monitor project progress, track performance against established metrics, and implement necessary control measures. They identify deviations from the plan and take corrective actions to keep the project on track.

By fulfilling these roles and responsibilities, project managers act as leaders, decision-makers, and facilitators. They work closely with stakeholders to ensure that project goals are met, deliverables are achieved, and project outcomes align with organizational objectives.

The Importance of Project Management

Project management plays a crucial role in the success of organizations. It is a discipline that involves planning, organizing, and controlling resources to achieve specific goals and objectives. Effective project management ensures that projects are executed efficiently, meeting the desired outcomes while staying within the allocated budget and time frame.

Benefits of Effective Project Management

Effective project management offers numerous benefits to organizations. Firstly, it enhances collaboration among team members. By establishing clear roles and responsibilities, project managers facilitate effective communication and coordination, ensuring that everyone is working towards a common goal. This collaboration fosters innovation, creativity, and synergy among team members, leading to higher productivity and better outcomes.

Furthermore, effective project management promotes efficient resource allocation . Project managers carefully analyze the project requirements and allocate resources, such as manpower, equipment, and materials, in the most optimal way. This ensures that resources are utilized effectively, minimizing waste and maximizing productivity. By efficiently managing resources, organizations can achieve cost savings and improve their overall operational efficiency.

In addition, effective project management minimizes risks. Project managers identify potential risks and develop strategies to mitigate them. They create contingency plans and establish risk management processes to address any unforeseen events or challenges that may arise during the project. By proactively managing risks, organizations can minimize disruptions, avoid costly mistakes, and ensure the successful completion of projects.

Moreover, effective project management enables effective decision-making. Project managers gather relevant data, analyze information, and make informed decisions based on the project’s objectives and constraints. They consider various factors, such as cost, quality, and time, to make decisions that align with the organization’s overall strategy. This ensures that projects are executed in a way that maximizes value and achieves the desired outcomes.

Lastly, effective project management ensures projects are completed on time and within budget. Project managers develop detailed project plans, set realistic timelines, and monitor progress to ensure that projects stay on track . They closely monitor project costs and implement cost control measures to prevent budget overruns. By delivering projects on time and within budget, organizations can enhance customer satisfaction, build trust, and maintain a competitive edge in the market.

Consequences of Poor Project Management

Scope creep.

On the other hand, poor project management can have severe consequences for organizations. When project management is not effectively implemented, it can result in scope creep. Scope creep refers to the continuous expansion of project requirements beyond the initial scope, leading to increased costs, delays, and a loss of focus. This can strain relationships with stakeholders, as their expectations may not be met, and can ultimately lead to project failure.

Budget overruns

Poor project management can also result in budget overruns. Without proper planning and control, projects can exceed their allocated budgets, causing financial strain on the organization. This can lead to reduced profitability, cash flow issues, and potential financial losses. Additionally, budget overruns can negatively impact the organization’s reputation, as stakeholders may view the organization as inefficient or unreliable.

Missed deadlines

Missed deadlines are another consequence of poor project management. When projects are not effectively managed, timelines may not be realistic or properly monitored. This can lead to delays in project completion, causing frustration among stakeholders and potentially impacting the organization’s ability to deliver products or services on time. Missed deadlines can also result in missed business opportunities, as competitors may gain an advantage by delivering similar projects more efficiently.

Strain relationships with stakeholders

Furthermore, poor project management can strain relationships with stakeholders. When projects are not effectively communicated or managed, stakeholders may feel excluded or uninformed. This can lead to misunderstandings, conflicts, and a lack of trust in the organization’s ability to execute projects successfully. Strained relationships can have long-term consequences, as stakeholders may choose to disengage from future projects or seek alternative partnerships.

Damage a company’s reputation

Ultimately, failed projects can damage a company’s reputation. When projects fail to meet their objectives, it can erode customer confidence and trust in the organization’s ability to deliver on its promises. This can result in a loss of business opportunities, as potential customers may choose to work with competitors who have a track record of successful project execution. Additionally, failed projects can demoralize employees and create a negative work environment, impacting overall organizational performance.

In conclusion, effective project management is vital for organizations to achieve their goals and objectives. It offers numerous benefits, including enhanced collaboration, efficient resource allocation, risk mitigation, effective decision-making, and timely project completion. On the other hand, poor project management can have severe consequences, such as scope creep, budget overruns, missed deadlines, strained relationships, and damage to the organization’s reputation. Therefore, organizations should prioritize investing in project management practices and ensure they have skilled project managers who can effectively lead and execute projects.

Diving into Project Management Processes

Initiation phase.

In the initiation phase, project managers work closely with stakeholders to define project objectives and analyze feasibility. This phase involves identifying the project scope, clarifying deliverables, and assembling the project team. It sets the stage for the successful execution of the project.

Planning Phase

The planning phase is a critical stage where project managers develop a detailed roadmap for project execution. It involves defining project activities, estimating resources and timelines, identifying risks, and developing contingency plans. Effective planning ensures all project stakeholders have a clear understanding of project requirements and paves the way for seamless execution.

Execution Phase

In the execution phase, project plans are put into action. Project managers coordinate and oversee the project team, allocate resources, and monitor progress. Effective communication and collaboration are crucial during this phase to address any issues that may arise and keep the project on track.

Closure Phase

The closure phase signifies the completion of the project. Project managers conduct a final review to ensure all deliverables have been met, obtain stakeholder feedback, and document lessons learned. This phase allows organizations to celebrate successes, evaluate performance, and gather valuable insights for future projects.

Project Management Methodologies

Waterfall methodology.

The waterfall methodology is a linear approach to project management, where tasks are completed sequentially. It involves distinct phases, with one phase starting only after the previous one is finished. This methodology is ideal for projects with well-defined requirements and limited changes expected throughout the project lifecycle.

Agile Methodology

The agile methodology is an iterative and flexible approach to project management. It emphasizes adaptability, collaboration, and continuous improvement. Agile projects are divided into short iterations called sprints, with frequent feedback loops, allowing for rapid adjustments and enhancements as the project progresses.

Hybrid Methodology

The hybrid methodology combines elements of both waterfall and agile methodologies. It allows project managers to tailor their approach based on project requirements and complexity. A hybrid approach offers the flexibility of agile methodologies while still incorporating structured planning and control from the waterfall model.

By delving into project management case studies, we can uncover valuable insights and lessons from successful projects. Understanding the basics of project management, recognizing its importance, and following established processes and methodologies sets the stage for achieving project goals efficiently. Whether you choose a traditional waterfall approach, an agile methodology, or a hybrid model, the key to project management success lies in effective leadership, collaboration, and adaptability.

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Project Management Case Study Examples

Anshita Singh

By Simpliaxis

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In this article

Case study studies for project management present and contrasts actual project management scenarios and procedures. Project managers often face similar difficulties, which these studies have illuminated. To overcome challenges and produce successful outcomes, this aids project managers in creating methods that work.

Organisations may improve their operations using project management case studies, which offer insights into the most practical strategies. Providing a successful project completion is attainable with the appropriate application of these case studies, tactics, and procedures. These case studies provide an example of project management in action. You will be able to understand how theory and practice come together to address project management problems by studying actual instances.

What Is A Project Management Case Study?

A case study on project management is a written article showcasing a project the company has effectively managed. It displays the company's difficulties, strategies, and outcomes. Businesses typically use case studies in the proposal stage. They are often included on business websites to give customers a quick overview of the brand's capabilities. It can even be a valuable tool for generating leads. 

Project Management Case Studies With Examples

Taylors uses mavenlink to increase utilisation rates by 15%.

It is an excellent example of a case study on construction project management. Taylor Development Strategists is one of Australia's top urban planning and civil engineering firms. The company's problem was that the systems it was using could not keep up with the company's expansion. There were numerous shortcomings and inefficiencies. Making the move to Mavenlink was the answer to the problem. The outcomes were better international cooperation, a 15% increase in utilisation, consistent timesheet entry, and comprehensive insights on utilisation and project goals.

Billable Utilisation Rises by 37% with TeleTracking and Mavenlink

Healthcare institutions nationwide turn to TeleTracking Technologies as a top supplier of patient flow automation systems. Using many platforms, including Jira, Netsuite, Microsoft Project, Sharepoint, and Excel, presented a hurdle for the organisation. The organisation faced several issues as a result of using different solutions. Its ineffective time monitoring system, imprecise resource utilisation, and poor forecasting capacity were all present. Migrating to Mavenlink was the solution. Improvements in time tracking compliance of 100%, hours worked to date up 18%, and billable utilisation up 37% were the outcomes.

Butterfly Uses Mavenlink to Increase Billable Time by 20%.

Butterfly is a top digital agency offering businesses across Australia digital strategy, website design and development services, and continuous support. The issue was that the agency's capacity to manage projects and provide reports effectively was constrained by the various old systems it was using. The systems required a lot of time and effort. Better Jira integration, faster reporting insights, a 16% increase in productive utilisation, and a 20% increase in billable time were the outcomes.

CBI's PMO Uses Mavenlink To Increase Billable Utilisation By 30%

CBI's primary concerns are its clients' reputations, information, and brands. The company's problem was that the employed solutions couldn't keep up with the expanding demands of the corporation. There needed to be more data sharing, unreliable time tracking, and antiquated technology. Using Mavenlink was the answer to the problem. The outcomes were improved departmental coordination, improved time monitoring to facilitate business expansion, a 30% rise in chargeable utilisation, and comprehensive project success insights.

PlainJoe Studios Increases Projects Closing With Mavenlink Within Budget by 50%

Strategic and digitally immersive storytelling is the primary focus of PlainJoe Studios, an experimental design studio. The organisation employs a group of strategists, architects, and problem solvers to generate value for its clients. It needed to be more apparent because its manual procedures hindered its expansion and poor project management. They needed to be more transparent regarding the requirements and profitability of their project. Making the move to Mavenlink was the answer to the problem. As a result, there was a 15% increase in billing rates, a 50% improvement in project completion within budget, more significant data insights for various projects' success examples , and a quicker transition to remote work.

Optimus SBR Uses Mavenlink to Increase Forecasting Horizon by 50%.

Optimus SBR is one of North America's top professional services providers. Businesses across various industries, such as healthcare, energy, transportation, financial services, and more, can benefit from its finest outcomes. The problem was that the company's outdated software tools led to problems with project management. The business could not obtain a real-time revenue projection or financial performance predictions for the future. The company decided to go with Mavenlink as a solution. The outcomes were better data-driven employment decisions, more effective remote work delivery, and a 50% longer forecasting horizon.

CORE Business Technologies Uses Mavenlink to Increase Billable Utilisation by 35%.

CORE Business Technologies is a reputable single-source provider of back-office, in-person, and self-service processing for clients. It is respected. Clients can get SaaS-based payment solutions from it. The company's problem was that many disjointed systems caused a busy work schedule because of its tools, which included Microsoft Project, Zoho, and spreadsheets. Using Mavenlink was the answer to the problem. The end outcome was a 50% increase in team productivity, 100% compliance with time entry, and a 35% increase in the billable utilisation rate.

RSM Uses Mavenlink to Enhance Global Business Processes and Customer Satisfaction

RSM is a tax, audit, and consulting firm that offers clients in the US and Canada a broad range of professional services. The company's problem was that its old system needed the functionality to support their labour- and time-intensive projects or provide insights into project management trends . Making the move to Mavenlink was the best way to overcome this difficulty. The outcomes were better risk minimisation in tax compliance, more client-team communication, templated project creation, and more effective utilisation of KPIs and project status.

Appetize Uses Mavenlink to Double Forecasting Outlook Length

Appetize is a highly reputable cloud-based platform for digital ordering, enterprise management, and point of sale (POS) systems. The company needed assistance because its outdated project monitoring tools could not meet its growing needs. They needed help with manual data analysis and growth. Making the move to Mavenlink was the answer they discovered. The outcome included extending the forecast period to 12 weeks, facilitating efficient scaling throughout the entire organisation, simplifying the management of more than 40 significant projects, and integrating Salesforce to facilitate project execution.

Metova Uses Mavenlink to Increase Billable Utilisation by 10%.

Metova may be the ideal example for a case study on project planning that you are searching for. Metova is a technology company that is a consulting partner of AWS and a Gold Partner of Microsoft. The company's ability to manage multiple projects at once presented a hurdle. However, the organisation's capacity to grow by its excessive reliance on programmes like Google Sheets. As a result, the business turned to Mavenlink for a solution. As a result, it was able to standardise its project management procedure, raise portfolio visibility, and enhance billable utilisation by 10%.

How Do You Create Your Project Management Case Study?

A brief overview of the client's business with a focus on its size, industry, and unique issues can help you build a well-written and handy case study template for project management. Add a thorough project management challenge piece highlighting the unique features and difficulties. The solution should then be described, including the tactics, procedures, and equipment you would need, which would be necessary to showcase the outcomes, emphasise the goals reached and measure advancements. Ultimately, kindly provide a summary of the case study highlighting the main lessons learned, the project's accomplishments, and its implications for future work. 

If you follow this format, you can give a thorough but concise analysis that highlights your knowledge and ideas about project management. You may also use the project management case study template found at Template for writing case studies to help you write a better one.

Tips And Best Practices For Case Studies

If you plan to make a successful case study, here are some tips to help. 

• Get your clients involved in the creation of the case study. 
• Make use of data and graphs. 
• Effectively combine text, graphs, photos, and white space.

Understanding Project Management Techniques across various industries is possible with the help of Simpliaxis' project management training programmes . This certification gives you the skills to tackle any situation with real-world case studies demonstrating effective techniques and solutions. This course includes all the skills you need to succeed in technology, finance, construction, and pharmacy: strategic planning, innovation, and adaptation. Seize the chance to improve your project management abilities and establish yourself as a highly sought-after expert. Start your journey to project management excellence by enrolling with Simpliaxis today!

FAQ’s 

• What format does a case study follow?

Reports and essays are the most common formats for case studies. If the latter, you will typically discover that your work is easily navigable by headers and subheadings.

• What are the ways to analyse a case study?

Carefully read the case and any related questions. Draw attention to the primary arguments made in the case and any problems you see. Analyse the tasks that the questions ask you to perform after carefully reading them. Reread the case, making connections between the details that pertain to each question posed to you.

• What goals does the case presentation want to achieve?

The following are the goals of the case presentations: 1) Encourage interns to approach daily clinical practice using an evidence-based, scientist-practitioner model. 2) Get comfortable with presenting. 3) Sharpen your clinical abilities. 4) Address inquiries and criticism professionally.

     4.  Which are the best-case studies on project management?

The Apollo 11 moon landing project, the construction of the Sydney Opera House, and the Panama Canal project are a few of the best case studies for project management. These well-known projects provide examples of creative problem-solving, efficient planning, and good project management.

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• The beginner’s guide to writing an effe ...

The beginner’s guide to writing an effective business case

Nearly every project needs to be approved—whether that means getting the simple go-ahead from your team or gaining the support of an executive stakeholder. You may be familiar with using a project plan or project charter to propose a new initiative and get the green light for a project. But if your proposed project represents a significant business investment, you may need to build a business case.

If you’ve never written a business case, we’re here to help. With a few resources and a little planning, you can write a business case that will help you get the resources and support you need to manage a successful project.

What is a business case?

A business case is a document that explains the value or benefits your company will gain if you pursue a significant business investment or initiative. This initiative can be anything from the messaging for a new product or feature launch, a proposal to increase spend on a current initiative, or a significant investment with a new agency or contractor—to name a few. A compelling business case will outline the expected benefits of this significant investment decision. Key stakeholders will use the business case you provide to determine whether or not to move forward with an initiative.

If you’ve never created a business case, it may sound similar to other early project planning documentation. Here’s how it stacks up:

The difference between a business case and business plan

A  business case  is a proposal for a new strategy or large initiative. It should outline the business needs and benefits your company will receive from pursuing this opportunity.

A  business plan , on the other hand, is an outline for a totally new business. Typically, you’d draft a business plan to map out your business strategy, your mission and vision statements, and how you’re planning on getting there. There may be a case where you create a business plan for an already-existing business, but you’d only do so if you’re trying to take your business in a significantly new direction.

Business case vs. executive summary

Business case vs. project charter.

If you need to create an elevator pitch for your project but you don’t quite need the full business case treatment, you might need a project charter. Much like a business case, a project charter outlines key details of an initiative. Specifically, a project charter will cover three main elements of your project: project objectives, project scope, and key project stakeholders. Your management team will then use the project charter to approve further project development.

Do you need a business case?

Not every project needs a business case—or even a project charter. Plan to build a business case only for initiatives or investments that will require significant business resources. If you’re working on a smaller initiative, consider creating a project charter to pitch your project idea to relevant stakeholders.

Even if you don’t need to pitch your project to any stakeholders, you should be ready to answer basic questions about your proposed project, like:

What is this project’s purpose?

Why are we working on this project?

How does this project connect to organizational goals and objectives?

Which metrics will we use to measure the success of the project ?

Who is working on this project?

When is this project going to be completed?

5 steps for creating and pitching a business case

Your business case shouldn’t just include key facts and figures—it should also tell a story of why pursuing a particular investment or initiative is a good idea for your business. When in doubt, avoid jargon and be brief—but always focus on communicating the value of the project. If this is your first time creating a business case, don’t worry. Follow these five steps to create a solid one.

1. Gather input

You don’t have to write a business case on your own. Instead, make sure appropriate team members and stakeholders are contributing to the relevant sections. For example, the IT team should be involved in any tooling and timeline decisions, while the finance team should review any budget and risk management sections. If you’re creating a business case to propose a new initiative, product line, or customer persona, make sure you also consult subject matter experts.

2. Plan to write your business case out of order

Some of the first things that appear in your business case—like your executive summary—should actually be drafted last, when you have all of the resources and information to make an informed suggestion. Your executive summary will present all of your findings and make a recommendation for the business based on a variety of factors. By gathering all of those details first—like project purpose, financial information, and project risk—you can ensure your executive summary has all of the relevant information.

3. Build your business case incrementally

A business case describes a significant investment for your company. Similarly, simply writing a business case is a significant investment of your time. Not every initiative is right for your business—so make sure you’re checking your work with stakeholders as you go. You don’t want to sink hours and weeks into this document only for it to be rejected by executive stakeholders right off the bat.

Consider doing a “soft launch” with an outline of your business case to your project sponsor or an executive stakeholder you have a good relationship with to confirm this initiative is something you should pursue. Then, as you build the different sections of your business case, check back in with your key stakeholders to confirm there are no deal-breakers.

4. Refine the document

As you create sections of your business case, you may need to go back and refine other sections. For example, once you’ve finished doing a cost-benefit analysis with your financial team, make sure you update any budget-related project risks.

Before presenting your business case, do a final read through with key stakeholders to look for any sections that can be further refined. At this stage, you’ll also want to write the executive summary that goes at the top of the document. Depending on the length of your business case, your executive summary should be one to two pages long.

5. Present the business case

The final step is to actually present your business case. Start with a quick elevator pitch that answers the what, why, and how of your proposal. Think of this presentation as your chance to explain the current business need, how your proposal addresses the need, and what the business benefits are. Make sure to address any risks or concerns you think your audience would have.

Don’t go through your business case page by page. Instead, share the document with stakeholders before the presentation so they have a chance to read through it ahead of time. Then, after your presentation, share the document again so stakeholders can dig into details.

A business case checklist

Start with the why.

The first section of the business case is your chance to make a compelling argument about the new project. Make sure you draft an argument that appeals to your audience’s interests and needs. Despite being the first section in your business case, this should be the last section you write. In addition to including the  traditional elements of an executive summary , make sure you answer:

What business problem is your project solving?  This is your chance to explain why your project is important and why executive stakeholders should consider pursuing this opportunity.

What is your business objective ?  What happens at the end of a successful project? How will you measure success—and what does a successful project mean for your business?

How does this business case fit into your overall company business strategy plan?  Make sure your proposed business case is connected to important  company goals . The initiative proposed in your business case should move the needle towards your company's  vision statement .

Outline financials and the return on investment

At this point in your business case, you should outline the project finance fundamentals. Don’t expect to create this section on your own—you should draft this in partnership with your company’s finance team. In particular, this section should answer:

How much will this project cost?  Even if the initiative is completely new to your company, do some research to estimate the project costs.

What does each individual component of the project cost?  In addition to estimating the total overall cost, break down the different project costs. For example, you might have project costs for new tools and resources, competitive intelligence resourcing, agency costs, etc.

What is the expected return on investment (ROI)?  You’ve talked about the costs—now talk about how your company will benefit from this initiative. Make sure to explain how you calculated the ROI, too.

How will this project impact cash flow?  Cash flow is the amount of money being transferred into and out of your business. Significant investments are going to cost a lot of money, so they’ll negatively impact cash flow—but you should also expect a high ROI, which will positively impact cash flow.

What is the sensitivity analysis?  Sensitivity analysis is a summary of how uncertain your numbers are. There will be a variety of variables that impact your business case. Make sure to explain what those variables are, and how that could impact your projections.

Preview project details

Your business case is proposing a new initiative. In addition to the financial risks, take some time to preview project details. For example, your business case should include:

Your  project objectives  and  key project deliverables .  What will happen at the end of the project? What are you expecting to create or deliver once the project is over?

Your  project plan .  A project plan is a blueprint of the key elements your team needs to accomplish in order to successfully achieve your project goals.

The  project scope .  What are the boundaries of your project? What exact goals, deliverables, and deadlines will you be working towards?

A list of relevant  project stakeholders .  Who are the important project stakeholders and key decision makers for this work? This can include the members of the project team that would be working on this initiative, executive stakeholders who would sponsor the project, and any external stakeholders who might be involved.

A general  project roadmap  in a Gantt-chart like view.  At this stage in the process, you don’t need to provide a detailed project timeline, but you should outline a general sense of when each project stage will happen in relation to the others. To do this, create a project roadmap in  Gantt-chart like software . Make sure to include any important  project milestones  in your roadmap as well.

Any important project dependencies.  Is there anything that would get in the way of this project getting started? Does this work rely on any other work that’s currently in flight?

Discuss project risks

Once you’ve outlined the financial impact and important project details, make sure you include any potential project risks. If you haven’t already, create a  project risk management plan  for your business case. Project risk management isn’t the process of eliminating risk—instead, it’s about identifying, analyzing, and proactively responding to any potential project risks. Clearly defining each project risk and how that risk might impact your project can best equip you and the project team to manage and avoid those risks.

In the risk section of your business case, include:

A risk analysis of any potential project risks.  What is the risk? How likely is it to happen? What is the priority level of this risk?

What, if any, assumptions you are making.  In project risk management, assumptions are anything you think will be true about the project, without those details being guaranteed facts. Basing project decisions around an assumption can open your project up to risk. Make sure you ratify every project assumption to avoid jeopardizing project success.

Any comparable alternatives in the market.  If you’re writing a business case to pitch a new product or angle in the market, evaluate anything that already exists. Could the alternative impact your financial assessment or project success?

Develop an action plan

In the final section of your business case, outline how you will turn this business case into an actionable project. This section should answer questions like:

How will decisions be made?  Who is responsible for the project? Who is the project sponsor? If you haven’t already, consider creating a  RACI chart  to outline project responsibilities.

How will progress be measured and reported?  Not every project stakeholder needs to be notified of every project change. Outline key parts of your project communication plan , as well as how you’ll communicate  project status updates .

What is the next course of action?  If the management team ratifies this business case, what next steps will you take to put this into action?

Bring your business case to life

You’ve built a solid business case and it’s been ratified—congratulations! The next step is to bring your business case to life. It can be intimidating to  initiate large-scale change , and implementing your business case is no exception.

If you haven’t already, make sure you have a  project management tool  in place to manage and organize your new initiative. With a central source of truth to track who’s doing what by when, share status updates, and keep project stakeholders in the loop, you can turn a great business case into a successful project.

Related resources

How Asana uses work management for employee onboarding

4 ways to establish roles and responsibilities for team success

Cost control: How to monitor project spending to increase profitability

How to use a feasibility study in project management

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How to Create a Case Study + 14 Case Study Templates

Written by: Brian Nuckols

When it comes to high impact marketing content, case studies are at the top of the list for helping show off your brand’s stuff. 

In this post, I’ve put together a few high-level case study design tips as well as 14 professionally designed case study templates that you can use to start designing beautiful case studies today. 

Let’s begin! 

Here’s a short selection of 12 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below:

What is a Case Study?

A case study is a way for you to demonstrate the success you’ve already had with existing clients. When you create a case study, you explore how previous clients have used your product or service to reach their goals. 

In particular, a case study highlights a specific challenge or goal one of your clients was struggling with before they discovered your product. 

It then demonstrates how your work has assisted them on the journey towards overcoming the challenge or accomplishing the goal. 

A case study’s outcome is typically to share the story of a company’s growth or highlight the increase of metrics the company tracks to understand success. 

The case study includes an analysis of a campaign or project that goes through a few steps from identifying the problem to how you implemented the solution. 

How to Write a Case Study

When it comes to adding irresistible design to your content from the start, using a helpful tool is a great start. Sign up for a free Visme account and start highlighting your own client success stories using one of our case study templates today. 

Also, while you’re beginning to transition your case study workflow to include a professional design tool, it’s helpful to review some high level principles you can incorporate into your case study. 

We’ll start by reviewing some of the critical style tips and structural elements to include in your case study before progressing to a more detailed design section. 

Pinpoint Your Main Message

When designing an impactful case study, it’s essential to stay clear on the metrics that you’re highlighting. The process of overcoming business challenges is a dynamic process with many moving parts. 

If you do not stay focused on what matters in your case study, you risk obscuring the big win your client experienced by using your product or service. 

This is why you need to focus on a single message or metric. This is often called the north star metric . 

The north star metric is the single most crucial rate, count or ratio that helped your client move closer towards their goals or overcame an obstacle. 

While north star metrics are context dependent, a useful heuristic you can utilize is to figure out the most predictive metric of your client’s long term success. 

In the template I’ll highlight below, cost per lead was the north star metric that The College for Adult Learning needed to optimize. 

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Use Emotionally Rich Language 

Recently researchers at Presado did an interesting study to understand the types of language that help readers take action. They broke the content included in marketing assets into several categories, including functional, emotional and descriptive. 

In the most successful pieces of content, the researchers found that emotionally coded words were present in 61% of the content’s total volume.

This research shows the benefit of using emotionally engaging content in your case study. While it’s essential to focus on the concrete evidence of how you helped your client get from where they started to a successful outcome, do not forget to highlight the emotional journey. 

Use Data For Concrete Evidence 

Once you’ve decided on the north star metric to highlight and you choose the emotional response you want to reinforce in your case study, it’s important to use actual data from the project to share the concrete results your product helped to achieve. 

To make sure your audience can follow your line of thinking, make sure the data in your case study is precise. If you track data across time, your readers must know whether you chose to track by month or years. 

If there are any apparent trends, you can use color to highlight specific areas in a chart. 

If you want to dig deeper into using data to tell compelling stories, check out our video data storytelling tips to improve your charts and graphs. 

In the template below, The College for Adult Learning case study is an excellent example of how these elements can work together. 

Cost per lead was a critical north star metric, so we chose to emphasize the increase in revenue and a decrease in cost per lead. 

Additionally, the background section uses emotionally rich language by highlighting how the school helps students get ahead with their career goals. Also, the factual data is the centerpiece of this page in the case study.

If you’re ready to share how you impacted a client, use the College for Adult Learning case study template right now! 

Include All Necessary Parts of a Case Study

After you’ve interviewed your client and you’re getting ready to start writing, it’s important to remember each piece you need to cover.

All good case studies consist of five parts: Introduction, Challenge, Solution, Benefit and Result.

While you don’t necessarily need to label each section like that, be sure that the flow makes sense and covers each section fully to give your audience the full scope of your case study.

14 Case Study Templates

Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme. 

1. Fuji Xerox Australia Case Study Template

Use the Fuji Xerox case study template to showcase the concrete results you achieved for your clients. It has sections where you can explain the goals you started with and the results you achieved. 

2. College for Adult Learning Case Study Template

As we’ve explored already, the College for Adult Learning template has sections where you can embrace a data driven storytelling approach while also connecting with your audience using emotionally rich language. 

Utilize the professionally designed business case study to connect with your audience. 

3. Intel Case Study Template

The Intel case study has beautiful visual elements and gives you space to share the project’s context and the goals you set out to achieve. It also allows you to get concrete with the results you achieved. 

You can always use the Visme Brand Kit to incorporate your unique brand colors into this stunning design. 

4. Bit.ly Case Study Template

Bit.ly is a marketing product that helps brands track how they are doing with campaign results. The bit.ly business case study template showcases how they drove impressive results for an eCommerce business. 

You can modify the professionally designed case study template to illustrate the key results you drive for your clients. 

5. NVISIONCenters Case Study Template

The NVISIONCenters case study template is an excellent example of how powerful it is to pair beautiful designs with the results you generate for your clients. In this case study, we see how you can transform your past accomplishments into a powerful marketing asset. 

6. Adobe Case Study Template

The Adobe case study is an exciting example of a business case study because it does a great job illustrating how you can use a specific result to create a powerful marketing asset. 

Adobe had a particular goal of branding to position itself as a leader for the future of digital marketing. LinkedIn sponsored messages was an effective tactic to drive the outcome Adobe needed. 

You can use the Adobe case study template to demonstrate the success of your most effective tactics. 

7. Inkjet Wholesale Case Study Template

The Inkjet wholesale case study template is an excellent choice if you want to experiment with your case study’s visual element. The roadmap to objectives diagram is a powerful graphic that illustrates the journey of a successful campaign. 

8. Neutrogena Case Study Template

If you have a strong visual brand to tell your case study’s story with visuals, the Neutrogena template is a great choice. It is already designed with plenty of space to highlight your visuals. 

When it is all said and done, you have the results section to complete a successful client partnership story.

9. Weebly Case Study Template

The Weebly case study template is your choice if you want to add visual flair to your case study. The beautiful layout is a testament to the power of pairing minimal design with an exciting statistic. 

10. Patagonia Case Study Template

The Patagonia case study is a perfect example of how crucial it is to make design choices based on your brand’s unique personality. 

It is a fantastic choice if you have a project to showcase featuring a brand with a distinct brand aesthetic.  

11. Think With Google Case Study Template

The Think With Google case study template tells the story of a mobile game that needed to create more engagement on their app. 

It is a visually impactful case study design template that you can use to tell a compelling story about your results. 

12. Kleenex Case Study Template

This case study template is the perfect way to show off search marketing results for a client or other highly specific KPIs that you managed to accomplish.

Insert the initial challenge followed by your company’s solution and adjust the included data visualization tools to showcase your specific results.

13. Customer Experience Presentation Case Study Template

The presentation case study template is an excellent choice for blending beautiful visual elements with the ability to give detailed information about the results you generated, as well as showcasing that data in a unique format. 

If you are ready to show how the unique features of your product or service drove real world business results then it is a good choice for your case study. 

14. Webinar Presentation Case Study Template

One small business saw incredible results when using Visme to optimize their webinar workflow. They saved 100 hours of their precious time by incorporating our collaborative design tools. 

We designed the small business template using those results as an example. When you have an eye catching effect to showcase to your audience, you can use this template as a starting point. 

Case Study Design Tips

Now that we’ve explored the 14 templates you can use with Visme to create your case study, let’s take a look at some practical design tips that will take your content to the next level. 

Be Brief In Your Case Study 

In discussions about writing with style, brevity is a common topic. However, it’s also an important design principle. 

Brevity in design is when you find the best way to perform your intended objective in as few steps as possible. 

When designing your case study, make sure you do not add extraneous visual elements where they are not needed. Instead, think of the effect you want to have on your reader and try to do it simply. 

Describe Your Vision Clearly

Earlier in this article, I wrote about the north star metric, your case study’s emotional effect and using data to make the case study concrete. Your design choices should serve to reinforce these primary goals. 

Clarity in design is when all of the visual elements add up to a whole. 

A great example of this is in the small business case study template where the shapes, typography and color scheme all emphasize the main idea that Visme helps the reader save time. 

Create A Consistent Style 

Visual consistency is a fundamental design principle that you can not afford to ignore in your case study. It will help you increase readability and make sure your audience does not get frustrated with jarring visual elements. 

In short, a consistent style is when you use a uniform color scheme, typography and the same kinds of visual elements throughout the case study. 

Use A Case Study Template For Readability

Readability is a crucial element of design, especially for case studies that are experienced on mobile devices. Contrast is an impactful readability principle. 

Make sure any contrasting colors you chose are easy on the eye and your reader does not have to strain to read your case study. 

Use Proper Alignment In Your Case Study 

Alignment is one of the principles of design that sets professionally designed business case study templates apart. Great designers have an intuitive eye for the mathematically based ratios of proximity invisible in sound design and an eyesore in lousy design. 

The good news is that you do not have to be a mathematician nor a professional designer to have a perfect alignment for your case study. Visme utilizes an easy to use drag and drop design tool that helps you achieve proper alignment in your case study. 

Let Your Brand Personality Speak

When we make intentional design decisions, we want to create a positive emotional experience for our audience. One of the best ways to do that is to make decisions that showcase your brand’s unique personality .

Is the case study you are creating like a well dressed business person who is serious, trustworthy and capable of doing a great job? Is it more like an extravert at a party bouncing from person to person lighting up the room? 

There is no right answer, but you need to infuse your viewpoint into the case study you create if you want to create a unique design. 

Start Designing Your Case Study Today 

A professionally designed case study template will help you create a stunning case study. While reviewing some high level design strategies is an important step, a tool like Visme will help you make a real impact on your audience.

If you’re ready to create your next case study, get started with Visme today .

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About the Author

Brian Nuckols is a writer working in Pittsburgh, Pennsylvania. He enjoys communicating visionary ideas in clear, action oriented language. When he’s not working on content for a transformative company you can find him analyzing dreams, creating music, and writing poetry.

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• Industrial Engineering / Project Management

Project Management Case Studies, 6th Edition

ISBN: 978-1-119-82204-2

Digital Evaluation Copy

Harold Kerzner

The latest edition in the gold standard of project management case study collections

As a critical part of any successful, competitive business, project management sits at the intersection of several functional areas. And in the newly revised Sixth Edition of Project Management Case Studies , world-renowned project management professional Dr. Harold Kerzner delivers practical and in-depth coverage of project management in industries as varied as automotive, healthcare, government, manufacturing, communications, construction, chemical, aerospace, and more.

The latest edition of this bestselling book acts as the perfect supplement to any project management textbook or as an aid in the preparation for the PMP certification exam. The author includes new topics, like risk management, information sharing, scope changes, crisis dashboards, and innovation.

The Sixth Edition includes ten new case studies and a wide array of updates to existing cases to meet today’s industry standards and reflect the unique challenges facing modern project management professionals. This new edition:

• Features 10 new case studies from LEGO, NorthStar, Berlin Brandenburg Airport, and more
• Includes over 100 case studies drawn from real companies illustrating successful and poor implementation of project management
• Provides coverage of broad areas of project management as well as focused content on the automotive, healthcare, government, manufacturing, communications, construction, chemical, and aerospace industries
• Offers new topics including risk management, information sharing, scope changes, crisis dashboards, and innovation

Perfect for students taking courses on project management during their undergraduate degrees and at the graduate level as part of an MBA or graduate engineering program, Project Management Case Studies is also an indispensable resource for consulting and training companies who work with other professionals.

Harold Kerzner, PhD, is Senior Executive Director for Project, Program and Portfolio Management at the International Institute of Learning, Inc. (IIL). Dr. Kerzner’s impact on the project management industry inspired IIL to establish the Kerzner International Project Manager of the Year Award. IIL also donated $1M to the Project Management Institute Educational Foundation (PMIEF) to establish the Dr. Harold Kerzner Scholarship Fund.

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12 vital project management principles

Browse topics.

Successful project management is a critical activity at every company. Every major business activity is made up of one or more projects.

To deliver maximum business value and user satisfaction, project management requires much more than a spreadsheet, a RACI chart , or occasional meetings. All phases of every project must be supported by a clear, consistent, and transparent decision-making process and effective, efficient collaboration across multiple roles and teams. 

The best project management efforts are built upon a core set of governing principles. This guide describes 12 critical principles of project management that provide a structured yet flexible framework and foundation for collaboration. These principles promote effective planning and execution of projects and ensure consistent project management success. 

What are the 12 essential principles of project management?

A successful project management plan provides all the information needed to carry out a project from inception through completion and evaluation.

Regardless of your methodology, your approach must successfully address project requirements, stakeholder expectations, and business needs and goals. Adhering to the following 12 essential project management concepts can help assure your project’s success.

Establish the project structure

A project is larger in scope than a typical task or activity. Structure your project in a manageable, understandable way that is easy for the project management team and stakeholders to evaluate.

Define project goals and objectives

Defining the goals and objectives of your project is essential to establishing its structure and gaining support from project management team members and stakeholders. Articulate the goals and specific objectives of the project clearly, and ensure these align with the company's overall objectives.

Identify a project sponsor

Sponsor support is crucial to the success of a project. A project sponsor can provide enthusiastic assistance and helpful guidance for the project. Sponsors also can garner additional support and resources from multiple stakeholders and teams as necessary.

Form roles and responsibilities

Roles and responsibilities will vary depending on business requirements, stakeholder expectations, available people and resources, and other factors. Define these roles clearly to ensure effective collaboration and avoid duplication of efforts and unaddressed project needs.

Ensure team accountability

Foster a culture of accountability within your team. Implement ways to track and measure individual and collective responsibility.

Manage project scope and changes

Adaptability is key throughout a project’s life cycle. Goals, needs, expectations, available people, and resources are subject to change at any time throughout a project’s life cycle. Every project management plan must include a robust strategy and clearly defined processes for managing project scope and dealing with changes.

Create a risk management plan

Risks can quickly threaten the project, if not the business itself. Project management plans must include comprehensive steps for identifying, assessing, and mitigating project risks. Regularly review and update the risk management plan as the project progresses.

Monitor progress

The project management team should monitor progress at every stage of every project. Establish key performance indicators (KPIs) to help measure progress toward established goals. Your project management plan must also include a system for regularly tracking, assessing, and reporting project progress.

Focus on effective value delivery

The goal of every project is to deliver value to stakeholders and to the business as a whole. Give the highest priority to tasks that contribute to the project's success. Include methods and tools that enable your team to continuously assess and adjust priorities based on stakeholder needs and project objectives.

Establish a performance management baseline

Effective performance management is key to project management success. Establish a performance management baseline to evaluate and track team and project performance. Use performance metrics to identify areas for improvement and recognize achievements.

Finalize the project

To close out your project successfully, complete all the necessary tasks defined in your project plan . Ensure that all deliverables meet quality standards. Obtain necessary stakeholder and management approvals.

Examine successes

Reflect on the project’s successes, and highlight the key factors that contribute to positive outcomes. It’s equally important to document lessons learned to inform future projects and sustain continuous improvement .

Turn project management principles into project success with Confluence

Effective collaboration is essential for unified adherence to project management principles. Collaboration, communication, and documentation are critical elements of every project management effort, from ideation to execution and assessment.

Confluence brings everyone together in a connected workspace to move projects forward. Teams can create, edit, share, and collaborate on project plans seamlessly, keeping everyone on the same page. Confluence can improve project management team performance and lead to more efficient project execution. It can also deliver greater value to team members, stakeholders, and the business. Try Confluence

Project management principles: Frequently asked questions

What is agile project management.

The Agile project management methodology combines the sprints of Scrum with the continuous information sharing and feedback of Kanban. It focuses project management teams on continuous improvement and delivering value to stakeholders. It's flexibility and cross-functional team support make Agile highly effective for managing projects subject to change.

What are common challenges in project management?

All project management efforts face similar challenges, such as:

• Scope creep. As a project proceeds, needs, requirements, stakeholder desires, and external influences can also change. These changes can cause deviations from the original plan. They can also lead to budget overruns, delays, and disappointed stakeholders. A detailed plan with a well-defined project timeline and regular communication with stakeholders can help minimize or eliminate scope creep. 
• Unrealistic deadlines. Overly ambitious deadlines can lead to missed milestones. Project managers must balance what stakeholders want and what is achievable with the available resources. 
• Insufficient resources. Every project must deal with limited availability of money, time, and talent. Realistic, conservative budgets and accurate cost estimates can help, but teams should expect to face resource constraints beyond their plans and forecasts.
• Poor communication. Ineffective communication can lead to misunderstandings, unclear and unmet expectations, additional work, and missed deadlines. Consistent communication can help you avoid scope creep and manage stakeholder expectations.
• Change and risk management. Project management plans must include well-documented risk identification and mitigation processes and adaptation to sudden changes. This can help minimize project disruptions and delays.
• Monitoring, evaluating, and documenting progress. Consistent monitoring and evaluation can keep projects on track and identify challenges before they become problems. Documentation of monitoring efforts and evaluations can help keep team members and stakeholders informed and engaged.

What are the different project management methodologies?

Here are some of the methodologies most widely used for project management.

• Kanban: Kanban focuses on the visualization of tasks and progress. It relies on a shared physical or digital whiteboard typically divided into columns, each labeled with a stage of the workflow —To Do, In Progress, and Completed, for example. Kanban’s visual approach means everyone can see and follow the work as a project progresses. This keeps everyone informed and aligned with each other and the project objectives. Kanban can also help teams be more adaptable and flexible in the face of changing needs or priorities.
• Waterfall: Waterfall project management is more linear and sequential than other methods. Waterfall projects typically have well-defined requirements for planning, design, development, testing, and deployment. Waterfall projects demand strict adherence to plans and close alignment with declared requirements and objectives.
• Scrum:  The Scrum methodology includes a highly structured framework. It defines specific team member roles and the length of each work cycle or sprint. Teams hold daily meetings to review progress and map upcoming sprints. This methodology is well-suited for complex projects and active stakeholder involvement.

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How to Write a Business Case (Template Included)

Table of Contents

What is a business case, business case template, how to write a business case, key elements of a business case, how projectmanager helps with your business case, watch our business case training video.

A business case is a project management document that explains how the benefits of a project overweigh its costs and why it should be executed. Business cases are prepared during the project initiation phase and their purpose is to include all the project’s objectives, costs and benefits to convince stakeholders of its value.

A business case is an important project document to prove to your client, customer or stakeholder that the project proposal you’re pitching is a sound investment. Below, we illustrate the steps to writing one that will sway them.

The need for a business case is that it collects the financial appraisal, proposal, strategy and marketing plan in one document and offers a full look at how the project will benefit the organization. Once your business case is approved by the project stakeholders, you can begin the project planning phase.

Our business case template for Word is the perfect tool to start writing a business case. It has 9 key business case areas you can customize as needed. Download the template for free and follow the steps below to create a great business case for all your projects.

Projects fail without having a solid business case to rest on, as this project document is the base for the project charter and project plan. But if a project business case is not anchored to reality, and doesn’t address a need that aligns with the larger business objectives of the organization, then it is irrelevant.

The research you’ll need to create a strong business case is the why, what, how and who of your project. This must be clearly communicated. The elements of your business case will address the why but in greater detail. Think of the business case as a document that is created during the project initiation phase but will be used as a reference throughout the project life cycle.

Whether you’re starting a new project or mid-way through one, take time to write up a business case to justify the project expenditure by identifying the business benefits your project will deliver and that your stakeholders are most interested in reaping from the work. The following four steps will show you how to write a business case.

Step 1: Identify the Business Problem

Projects aren’t created for projects’ sake. They should always be aligned with business goals . Usually, they’re initiated to solve a specific business problem or create a business opportunity.

You should “Lead with the need.” Your first job is to figure out what that problem or opportunity is, describe it, find out where it comes from and then address the time frame needed to deal with it.

This can be a simple statement but is best articulated with some research into the economic climate and the competitive landscape to justify the timing of the project.

Step 2: Identify the Alternative Solutions

How do you know whether the project you’re undertaking is the best possible solution to the problem defined above? Naturally, prioritizing projects is hard, and the path to success is not paved with unfounded assumptions.

One way to narrow down the focus to make the right solution clear is to follow these six steps (after the relevant research, of course):

• Note the alternative solutions.
• For each solution, quantify its benefits.
• Also, forecast the costs involved in each solution.
• Then figure out its feasibility .
• Discern the risks and issues associated with each solution.
• Finally, document all this in your business case.

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Use this free Business Case Template for Word to manage your projects better.

Step 3: Recommend a Preferred Solution

You’ll next need to rank the solutions, but before doing that it’s best to set up criteria, maybe have a scoring mechanism such as a decision matrix to help you prioritize the solutions to best choose the right one.

Some methodologies you can apply include:

• Depending on the solution’s cost and benefit , give it a score of 1-10.
• Base your score on what’s important to you.
• Add more complexity to your ranking to cover all bases.

Regardless of your approach, once you’ve added up your numbers, the best solution to your problem will become evident. Again, you’ll want to have this process also documented in your business case.

Step 4: Describe the Implementation Approach

So, you’ve identified your business problem or opportunity and how to reach it, now you have to convince your stakeholders that you’re right and have the best way to implement a process to achieve your goals. That’s why documentation is so important; it offers a practical path to solve the core problem you identified.

Now, it’s not just an exercise to appease senior leadership. Who knows what you might uncover in the research you put into exploring the underlying problem and determining alternative solutions? You might save the organization millions with an alternate solution than the one initially proposed. When you put in the work on a strong business case, you’re able to get your sponsors or organizational leadership on board with you and have a clear vision as to how to ensure the delivery of the business benefits they expect.

One of the key steps to starting a business case is to have a business case checklist. The following is a detailed outline to follow when developing your business case. You can choose which of these elements are the most relevant to your project stakeholders and add them to our business case template. Then once your business case is approved, start managing your projects with a robust project management software such as ProjectManager.

1. Executive Summary

The executive summary is a short version of each section of your business case. It’s used to give stakeholders a quick overview of your project.

2. Project Definition

This section is meant to provide general information about your projects, such as the business objectives that will be achieved and the project plan outline.

3. Vision, Goals and Objectives

First, you have to figure out what you’re trying to do and what is the problem you want to solve. You’ll need to define your project vision, goals and objectives. This will help you shape your project scope and identify project deliverables.

4. Project Scope

The project scope determines all the tasks and deliverables that will be executed in your project to reach your business objectives.

5. Background Information

Here you can provide a context for your project, explaining the problem that it’s meant to solve, and how it aligns with your organization’s vision and strategic plan.

6. Success Criteria and Stakeholder Requirements

Depending on what kind of project you’re working on, the quality requirements will differ, but they are critical to the project’s success. Collect all of them, figure out what determines if you’ve successfully met them and report on the results .

7. Project Plan

It’s time to create the project plan. Figure out the tasks you’ll have to take to get the project done. You can use a work breakdown structure template  to make sure you are through. Once you have all the tasks collected, estimate how long it will take to complete each one.

Project management software makes creating a project plan significantly easier. ProjectManager can upload your work breakdown structure template and all your tasks are populated in our tool. You can organize them according to your production cycle with our kanban board view, or use our Gantt chart view to create a project schedule.

8. Project Budget

Your budget is an estimate of everything in your project plan and what it will cost to complete the project over the scheduled time allotted.

9. Project Schedule

Make a timeline for the project by estimating how long it will take to get each task completed. For a more impactful project schedule , use a tool to make a Gantt chart, and print it out. This will provide that extra flourish of data visualization and skill that Excel sheets lack.

10. Project Governance

Project governance refers to all the project management rules and procedures that apply to your project. For example, it defines the roles and responsibilities of the project team members and the framework for decision-making.

11. Communication Plan

Have milestones for check-ins and status updates, as well as determine how stakeholders will stay aware of the progress over the project life cycle.

12. Progress Reports

Have a plan in place to monitor and track your progress during the project to compare planned to actual progress. There are project tracking tools that can help you monitor progress and performance.

Again, using a project management tool improves your ability to see what’s happening in your project. ProjectManager has tracking tools like dashboards and status reports that give you a high-level view and more detail, respectively. Unlike light-weight apps that make you set up a dashboard, ours is embedded in the tool. Better still, our cloud-based software gives you real-time data for more insightful decision-making. Also, get reports on more than just status updates, but timesheets, workload, portfolio status and much more, all with just one click. Then filter the reports and share them with stakeholders to keep them updated.

13. Financial Appraisal

This is a very important section of your business case because this is where you explain how the financial benefits outweigh the project costs . Compare the financial costs and benefits of your project. You can do this by doing a sensitivity analysis and a cost-benefit analysis.

14. Market Assessment

Research your market, competitors and industry, to find opportunities and threats

15. Competitor Analysis

Identify direct and indirect competitors and do an assessment of their products, strengths, competitive advantages and their business strategy.

16. SWOT Analysis

A SWOT analysis helps you identify your organization’s strengths, weaknesses, opportunities and threats. The strengths and weaknesses are internal, while the opportunities and threats are external.

17. Marketing Strategy

Describe your product, distribution channels, pricing, target customers among other aspects of your marketing plan or strategy.

18. Risk Assessment

There are many risk categories that can impact your project. The first step to mitigating them is to identify and analyze the risks associated with your project activities.

ProjectManager , an award-winning project management software, can collect and assemble all the various data you’ll be collecting, and then easily share it both with your team and project sponsors.

Once you have a spreadsheet with all your tasks listed, you can import it into our software. Then it’s instantly populated into a Gantt chart . Simply set the duration for each of the tasks, add any dependencies, and your project is now spread across a timeline. You can set milestones, but there is so much more you can do.

You have a project plan now, and from the online Gantt chart, you can assign team members to tasks. Then they can comment directly on the tasks they’re working on, adding as many documents and images as needed, fostering a collaborative environment. You can track their progress and change task durations as needed by dragging and dropping the start and end dates.

But that’s only a taste of what ProjectManager offers. We have kanban boards that visualize your workflow and a real-time dashboard that tracks six project metrics for the most accurate view of your project possible.

Try ProjectManager and see for yourself with this 30-day free trial .

If you want more business case advice, take a moment to watch Jennifer Bridges, PMP, in this short training video. She explains the steps you have to take in order to write a good business case.

Here’s a screenshot for your reference.

Transcription:

Today we’re talking about how to write a business case. Well, over the past few years, we’ve seen the market, or maybe organizations, companies or even projects, move away from doing business cases. But, these days, companies, organizations, and those same projects are scrutinizing the investments and they’re really seeking a rate of return.

So now, think of the business case as your opportunity to package your project, your idea, your opportunity, and show what it means and what the benefits are and how other people can benefit.

We want to take a look today to see what’s in the business case and how to write one. I want to be clear that when you look for information on a business case, it’s not a briefcase.

Someone called the other day and they were confused because they were looking for something, and they kept pulling up briefcases. That’s not what we’re talking about today. What we’re talking about are business cases, and they include information about your strategies, about your goals. It is your business proposal. It has your business outline, your business strategy, and even your marketing plan.

Why Do You Need a Business Case?

And so, why is that so important today? Again, companies are seeking not only their project managers but their team members to have a better understanding of business and more of an idea business acumen. So this business case provides the justification for the proposed business change or plan. It outlines the allocation of capital that you may be seeking and the resources required to implement it. Then, it can be an action plan . It may just serve as a unified vision. And then it also provides the decision-makers with different options.

So let’s look more at the steps required to put these business cases together. There are four main steps. One, you want to research your market. Really look at what’s out there, where are the needs, where are the gaps that you can serve? Look at your competition. How are they approaching this, and how can you maybe provide some other alternatives?

You want to compare and finalize different approaches that you can use to go to market. Then you compile that data and you present strategies, your goals and other options to be considered.

And then you literally document it.

So what does the document look like? Well, there are templates out there today. The components vary, but these are the common ones. And then these are what I consider essential. So there’s the executive summary. This is just a summary of your company, what your management team may look like, a summary of your product and service and your market.

The business description gives a little bit more history about your company and the mission statement and really what your company is about and how this product or service fits in.

Then, you outline the details of the product or service that you’re looking to either expand or roll out or implement. You may even include in their patents may be that you have pending or other trademarks.

Then, you want to identify and lay out your marketing strategy. Like, how are you gonna take this to your customers? Are you going to have a brick-and-mortar store? Are you gonna do this online? And, what are your plans to take it to market?

You also want to include detailed information about your competitor analysis. How are they doing things? And, how are you planning on, I guess, beating your competition?

You also want to look at and identify your SWOT. And the SWOT is your strength. What are the strengths that you have in going to market? And where are the weaknesses? Maybe some of your gaps. And further, where are your opportunities and maybe threats that you need to plan for? Then the overview of the operation includes operational information like your production, even human resources, information about the day-to-day operations of your company.

And then, your financial plan includes your profit statement, your profit and loss, any of your financials, any collateral that you may have, and any kind of investments that you may be seeking.

So these are the components of your business case. This is why it’s so important. And if you need a tool that can help you manage and track this process, then sign up for our software now at ProjectManager .

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Episode 496: beyond theory - real-life ai solutions in project management (free).

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In this pivotal episode of The PM Podcast, host Cornelius Fichtner is joined by Lloyd Skinner, CEO of Greyfly.ai, to explore the transformative impact of Artificial Intelligence in project management. Delving into two groundbreaking case studies, Skinner showcases how AI can enhance decision-making, improve project success rates, and address the challenges faced in traditional project management approaches. This episode not only sheds light on the practical applications of AI in managing projects but also provides a glimpse into the future, emphasizing the potential and strategic direction for incorporating AI technologies into project management practices.

Skinner’s extensive experience in program and project management, coupled with his advocacy for AI integration, makes for an enlightening discussion. With examples that highlight both the benefits and the hurdles of adopting AI, he offers a comprehensive view of AI's role in project management. This conversation is not only a testament to the advancements in AI technology but also serves as an inspiration for project management professionals to embrace innovative solutions for enhanced efficiency and effectiveness in their projects.

In This Episode, You Will Learn:

• The Current State of AI in Project Management - Insights into how AI is currently being used in the field and its impact on project management practices.
• Case Studies of AI Implementation - An in-depth look at two case studies where AI was successfully integrated into project management processes, including the challenges faced and the outcomes achieved.
• Future Directions for AI in Project Management - Skinner’s vision for the future of AI in project management, including potential applications and the strategic approach needed for successful integration.

Resources Mentioned

• Greyfly.ai - Visit Lloyd Skinner's company website for more information on AI solutions for project management.

Quotes from This Episode

• "AI is not just a tool, it's a transformative force in project management." - Lloyd Skinner
• "AI is not just about technology; it’s about fundamentally transforming how we manage projects." - Lloyd Skinner
• "The integration of AI in project management allows us to not only predict outcomes but also to prevent potential failures before they happen." - Lloyd Skinner
• "The future of project management lies in our ability to adapt and integrate AI technologies effectively." - Cornelius Fichtner

Connect with Lloyd Skinner

• LinkedIn: LLoyd Skinner
• Website: Greyfly.ai

Time-Stamped Show Notes

• [00:00] - Episode introduction and overview of topics.
• [03:00] - Lloyd Skinner discusses the current state of AI in project management.
• [05:00] - Review of the impact of AI on project management.
• [15:00] - Deep dive into the first case study of AI implementation.
• [30:00] - Examination of the second case study and its outcomes.
• [45:00] - Future directions for AI in project management and concluding remarks.

Episode Transcript

Below are the first few pages of the transcript. The complete transcript is available to Premium subscribers only.

Introduction

Coming soon.

Above are the first few pages of the transcript. The complete transcript is available to Premium subscribers only. Please subscribe to our Premium Podcast to receive a PDF transcript.

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How is a typical case study based interview for a project/program manager structured?

I am preparing for interviews and have read at some places that sometimes during the interview the interviewees are given a case study and are asked to come up with a project management plan in 45 mins. a) Is there any structured approach to deal with such questions in such a small timeframe? Any resources would be useful. b) What should be my approach to deal with such questions? c) I was personally thinking to just come up with a initial project charter sort of document as quickly as possible based on the case study and then explain each section on a very high level. Would this approach be fine? d) Would the interviewer expect me to prepare WBS as well? If yes how can I get this done in as less time as possible and still persuade the interviewer that I know how to make it and what the different problems one could face?

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PRINCE2 Case Studies: Real-World Project Management Examples

This blog delves into several compelling PRINCE2 Case Studies where PRINCE2 has been instrumental in driving project success across various industries. PRINCE2 (Projects IN Controlled Environments) is a broadly recognised project management methodology that provides a structured approach to managing projects.

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This blog gives insights on prominent PRINCE2 Case Studies. The examples are from different organisations. They illustrate how these organisations have successfully applied this methodology to achieve their project goals. We will have a careful look at each of these examples and analyse them. Each example will guide you through the issues that you may face while doing your projects. 

Table of Contents 

1) PRINCE2 Case Studies 

   a) Australian Department of Parliamentary Services  

   b) Environment Canada  

   c) Transpower 

   d) University of Western Australia Library 

   e) VocaLink  

2) Conclusion 

PRINCE2 Case Studies 

The following case studies showcase the application of PRINCE2 in diverse sectors. They highlight the benefits and outcomes of using this robust project management framework. 

Australian Department of Parliamentary Services Case Study 

The Australian Department of Parliamentary Services (DPS) undertook a major IT infrastructure project. The goal was to upgrade their parliamentary network services. This complex project required careful planning. Coordination and execution were also important to avoid disruptions to critical parliamentary activities. 

Application of PRINCE2: 

1) Project Initiation: The project began with a clear project brief and a detailed Project Initiation Document (PID). This helped define the project scope and clarified the objectives and deliverables. 

2) Roles and Responsibilities: PRINCE2's role-based structure ensured that everyone involved had a clear understanding of responsibilities. This ranged from the project board to the project team. 

3) Stages and Plans: The project was divided into manageable stages. Each stage had its plan and review process. This approach allowed for continuous monitoring. Adjustments were made as needed. 

4) Risk Management: A comprehensive Risk Management strategy was implemented. It identified potential risks and developed mitigation plans. 

Outcomes: 

The use of PRINCE2 enabled DPS to complete project on time and within budget. There were minimal disruptions. The structured approach facilitated effective communication. It also supported decision-making. This led to a successful upgrade of the IT infrastructure.  

Environment Canada Case Study 

Environment Canada launched a project to develop and implement new environmental monitoring system. The objective was to enhance the accuracy. It also aimed to improve the efficiency of data collection. An analysis for environmental protection and policymaking was a key goal. 

Application of PRINCE2:

1) Business Case: A strong business case was developed. It outlined the need for the new system and expected benefits. This document was crucial for securing stakeholder buy-in and funding. 

2) Quality Management: PRINCE2's focus on quality ensured project deliverables met the required standards. Regular quality reviews were conducted. Audits were performed throughout the project lifecycle. 

3) Change Control: The project adopted a rigorous change control process. This was necessary to manage any changes to the project scope or requirements. It helped maintain project stability and control costs. 

Environment Canada successfully implemented a new environmental monitoring system, which has significantly improved data accuracy and efficiency. The project was completed within the set timelines. And it stayed on budget. This was thanks to the disciplined application of PRINCE2 principles. 

Transpower Case Study 

Transpower New Zealand's state-owned electricity transmission company, embarked on project to upgrade its national grid infrastructure. The project aimed to enhance the reliability. It also sought to increase the capacity of the electricity transmission network. 

1) Tailoring PRINCE2: Transpower tailored the PRINCE2 methodology to fit the specific needs of the project. This ensured flexibility while maintaining the core principles. 

2) Stakeholder Engagement: Active stakeholder engagement was key focus. Regular communication and updates were provided to all interested parties. This helped manage expectations. It also secured ongoing support. 

3) Issue Management: A structured issue management process was in place to address any problems that arose during the project. This ensured issues were resolved promptly and effectively. 

The project resulted in a more robust and reliable national grid. It met the growing demand for electricity. The use of PRINCE2 enabled Transpower. They managed project complexities. They delivered the desired outcomes.  

Enhance your understanding of the core principles of PRINCE2® Foundation & Practitioner Training – Register now!  

University of Western Australia Library Case Study 

The University of Western Australia (UWA) Library initiated project to digitise its extensive collection of rare and valuable documents. The goal was to preserve these documents. Also make them accessible to a wider audience. 

1) Project Planning: Detailed project plans were developed. These plans outlined the steps required to digitise the documents. Steps included scanning, cataloguing, and storage. 

2) Resource Management: PRINCE2's resource management framework helped ensure that necessary resources were available when needed. This included staff, equipment and budget. 

3) Progress Monitoring: Regular progress reports and reviews were conducted. These tracked the project's progress and allowed necessary adjustments. 

The digitisations project was a success. Thousands of documents were preserved. They were made accessible online. The structured approach of PRINCE2 facilitated efficient project execution. The strategy ensured high-quality results. 

VocaLink Case Study 

VocaLink a leading payment systems provider took on project to develop a new real-time payment platform. The objective was to provide faster. It also aimed to deliver more efficient payment processing services. 

1) Detailed Planning: A comprehensive project plan was formulated. It details each phase of platform development, from the initial design to the final implementation. 

2) Risk Management: A proactive Risk Management strategy employed to identify potential risks early. Mitigation plans were developed to address them. 

3) Customer Focus: The project maintained strong focus on customer needs, ensuring the final platform met user requirements. It delivered high-quality User Experience (UX). 

The new real-time payment platform was successfully launched. It provides VocaLink's customers with faster. More reliable payment services. The application of PRINCE2 principles ensured that project was provided on time and met all Key Performance Indicators (KPI). 

Attain in-depth knowledge about PRINCE2® principles, themes, and processes with our PRINCE2® Foundation Course .  

Conclusion 

PRINCE 2 Case Studies highlight the effectiveness of the PRINCE2 methodology in managing diverse projects across various sectors. By providing a structured framework for planning, executing, and monitoring, PRINCE2 helps organisations achieve their objectives, manage risks, and deliver high-quality outcomes. 

Frequently Asked Questions

A successful PRINCE2 project example is the construction of Heathrow Airport Terminal 5. It applied PRINCE2 methodology effectively in planning, execution, and delivery, incorporating regular reviews and clear roles, leading to its completion within budget and on time.  

Deciding between PRINCE2 and Agile should be based on project needs and personal career goals. PRINCE2 is ideal for structured environments requiring clear governance, while Agile suits dynamic projects with frequent changes. For a blend of both, PRINCE2 Agile offers structure with flexibility to adapt to changes. 

The Knowledge Academy takes global learning to new heights, offering over 30,000 online courses across 490+ locations in 220 countries. This expansive reach ensures accessibility and convenience for learners worldwide.  

Alongside our diverse Online Course Catalogue, encompassing 17 major categories, we go the extra mile by providing a plethora of free educational Online Resources like News updates, Blogs , videos, webinars, and interview questions. Tailoring learning experiences further, professionals can maximise value with customisable Course Bundles of TKA .

The Knowledge Academy’s Knowledge Pass , a prepaid voucher, adds another layer of flexibility, allowing course bookings over a 12-month period. Join us on a journey where education knows no bounds.  

The Knowledge Academy offers various Project Management Courses , including the PRINCE2® Foundation & Practitioner Training and PRINCE2 Agile® Practitioner Course. These courses cater to different skill levels, providing comprehensive insights into Agile Roles and Responsibilities .  

Our Project Management Blogs cover a range of topics related to PRINCE2®, offering valuable resources, best practices, and industry insights. Whether you are a beginner or looking to advance your Project Management skills, The Knowledge Academy's diverse courses and informative blogs have got you covered.  

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Research: Using AI at Work Makes Us Lonelier and Less Healthy

• David De Cremer
• Joel Koopman

Employees who use AI as a core part of their jobs report feeling more isolated, drinking more, and sleeping less than employees who don’t.

The promise of AI is alluring — optimized productivity, lightning-fast data analysis, and freedom from mundane tasks — and both companies and workers alike are fascinated (and more than a little dumbfounded) by how these tools allow them to do more and better work faster than ever before. Yet in fervor to keep pace with competitors and reap the efficiency gains associated with deploying AI, many organizations have lost sight of their most important asset: the humans whose jobs are being fragmented into tasks that are increasingly becoming automated. Across four studies, employees who use it as a core part of their jobs reported feeling lonelier, drinking more, and suffering from insomnia more than employees who don’t.

Imagine this: Jia, a marketing analyst, arrives at work, logs into her computer, and is greeted by an AI assistant that has already sorted through her emails, prioritized her tasks for the day, and generated first drafts of reports that used to take hours to write. Jia (like everyone who has spent time working with these tools) marvels at how much time she can save by using AI. Inspired by the efficiency-enhancing effects of AI, Jia feels that she can be so much more productive than before. As a result, she gets focused on completing as many tasks as possible in conjunction with her AI assistant.

• David De Cremer is a professor of management and technology at Northeastern University and the Dunton Family Dean of its D’Amore-McKim School of Business. His website is daviddecremer.com .
• JK Joel Koopman is the TJ Barlow Professor of Business Administration at the Mays Business School of Texas A&M University. His research interests include prosocial behavior, organizational justice, motivational processes, and research methodology. He has won multiple awards from Academy of Management’s HR Division (Early Career Achievement Award and David P. Lepak Service Award) along with the 2022 SIOP Distinguished Early Career Contributions award, and currently serves on the Leadership Committee for the HR Division of the Academy of Management .

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Adaptability analysis of integrated project delivery method in large- and medium-sized engineering projects: a fahp-based modeling solution.

1. Introduction

2. development of the ipd method, 2.1. research trends of project management, 2.2. development of the ipd method, 2.2.1. introduction of the ipd method.

• The EPC method.
• The OCM method.
• The OR method.
• The IPD method.

2.2.2. Benefits of the IPD Method Compared to Other Methods

2.2.3. integration of ipd and other methods, 2.2.4. research necessity of the ipd method in engineering projects, 3. modeling methods, 3.1. fahp-based evaluation indicators, 3.1.1. a brief description of fahp theory, 3.1.2. fahp-based indicators.

• Cost control .
• Risk control .
• Management control .
• Schedule control .

3.2. FAHP-Based Modeling Process

3.3. decision-making score evaluation method, 4. results and case application, 4.1. mathematical expressions for ipd adaptability, 4.2. case application, 4.2.1. description of the case project, 4.2.2. application of the ipd method, 4.2.3. comprehensive benefit analysis between the ipd method and or method, 4.3. limitations and future directions, 4.3.1. contributions, 4.3.2. limitations, 4.3.3. future directions, 5. conclusions, author contributions, data availability statement, acknowledgments, conflicts of interest, abbreviations.

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Share and Cite

He, H.; Gan, X.; Liu, L.; Zhang, X. Adaptability Analysis of Integrated Project Delivery Method in Large- and Medium-Sized Engineering Projects: A FAHP-Based Modeling Solution. Buildings 2024 , 14 , 1999. https://doi.org/10.3390/buildings14071999

He H, Gan X, Liu L, Zhang X. Adaptability Analysis of Integrated Project Delivery Method in Large- and Medium-Sized Engineering Projects: A FAHP-Based Modeling Solution. Buildings . 2024; 14(7):1999. https://doi.org/10.3390/buildings14071999

He, Huiyu, Xiwei Gan, Lin Liu, and Xing Zhang. 2024. "Adaptability Analysis of Integrated Project Delivery Method in Large- and Medium-Sized Engineering Projects: A FAHP-Based Modeling Solution" Buildings 14, no. 7: 1999. https://doi.org/10.3390/buildings14071999

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