28 Case Study Examples Every Marketer Should See

Caroline Forsey

Published: March 08, 2023

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

marketer reviewing case study examples

In this post, we’ll go over the definition of a case study and the best examples to inspire you.

Download Now: 3 Free Case Study Templates

What is a case study?

A case study is a detailed story of something your company did. It includes a beginning — often discussing a conflict, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer. This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial. A great case study is also filled with research and stats to back up points made about a project's results.

There are myriad ways to use case studies in your marketing strategy . From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer. Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

Fill out the form below to access the free case study templates.

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Free Case Study Templates

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

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

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Click this link to access this resource at any time.

There’s no better way to generate more leads than by writing case studies . But without case study examples to draw inspiration from, it can be difficult to write impactful studies that convince visitors to submit a form.

Marketing Case Study Examples

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company offers in a way that is both meaningful and useful to your audience. So, take a look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data. In other words, you don’t get just nice statements, like "This company helped us a lot." You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

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1. " How Handled Scaled from Zero to 121 Locations with the Help of HubSpot ," by HubSpot

Case study examples: Handled and HubSpot

What's interesting about this case study is the way it leads with the customer. That reflects a major HubSpot cornerstone, which is to always solve for the customer first. The copy leads with a brief description of why the CEO of Handled founded the company and why he thought Handled could benefit from adopting a CRM. The case study also opens up with one key data point about Handled’s success using HubSpot, namely that it grew to 121 locations.

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

Key Learnings from the HubSpot Case Study Example

  • Give the case study a personal touch by focusing on the CEO rather than the company itself.
  • Use multimedia to engage website visitors as they read the case study.

2. " The Whole Package ," by IDEO

Case study examples: IDEO and H&M

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, they’re greeted with a big, bold photo and the title of the case study — which just so happens to summarize how IDEO helped its client. It summarizes the case study in three snippets: The challenge, the impact, and the outcome.

Immediately, IDEO communicates its impact — the company partnered with H&M to remove plastic from its packaging — but it doesn't stop there. As the user scrolls down, the challenge, impact, and progress are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and intriguing visuals.

Key Learnings from the IDEO Case Study Example

  • Split up the takeaways of your case studies into bite-sized sections.
  • Always use visuals and images to enrich the case study experience, especially if it’s a comprehensive case study.

3. " Rozum Robotics intensifies its PR game with Awario ," by Awario

Case study example from Awario

In this case study, Awario greets the user with a summary straight away — so if you’re feeling up to reading the entire case study, you can scan the snapshot and understand how the company serves its customers. The case study then includes jump links to several sections, such as "Company Profile," "Rozum Robotics' Pains," "Challenge," "Solution," and "Results and Improvements."

The sparse copy and prominent headings show that you don’t need a lot of elaborate information to show the value of your products and services. Like the other case study examples on this list, it includes visuals and quotes to demonstrate the effectiveness of the company’s efforts. The case study ends with a bulleted list that shows the results.

Key Learnings from the Awario Robotics Case Study Example

  • Create a table of contents to make your case study easier to navigate.
  • Include a bulleted list of the results you achieved for your client.

4. " Chevrolet DTU ," by Carol H. Williams

Case study examples: Carol H. Williams and Chevrolet DTU

If you’ve worked with a company that’s well-known, use only the name in the title — like Carol H. Williams, one of the nation’s top advertising agencies, does here. The "DTU," stands for "Discover the Unexpected." It generates interest because you want to find out what the initials mean.

They keep your interest in this case study by using a mixture of headings, images, and videos to describe the challenges, objectives, and solutions of the project. The case study closes with a summary of the key achievements that Chevrolet’s DTU Journalism Fellows reached during the project.

Key Learnings from the Carol H. Williams Case Study Example

  • If you’ve worked with a big brand before, consider only using the name in the title — just enough to pique interest.
  • Use a mixture of headings and subheadings to guide users through the case study.

5. " How Fractl Earned Links from 931 Unique Domains for Porch.com in a Single Year ," by Fractl

Case study example from Fractl

Fractl uses both text and graphic design in their Porch.com case study to immerse the viewer in a more interesting user experience. For instance, as you scroll, you'll see the results are illustrated in an infographic-design form as well as the text itself.

Further down the page, they use icons like a heart and a circle to illustrate their pitch angles, and graphs to showcase their results. Rather than writing which publications have mentioned Porch.com during Fractl’s campaign, they incorporated the media outlets’ icons for further visual diversity.

Key Learnings from the Fractl Case Study Example

  • Let pictures speak for you by incorporating graphs, logos, and icons all throughout the case study.
  • Start the case study by right away stating the key results, like Fractl does, instead of putting the results all the way at the bottom.

6. " The Met ," by Fantasy

Case study example from Fantasy

What's the best way to showcase the responsiveness and user interface of a website? Probably by diving right into it with a series of simple showcases— which is exactly what Fantasy does on their case study page for the Metropolitan Museum of Art. They keep the page simple and clean, inviting you to review their redesign of the Met’s website feature-by-feature.

Each section is simple, showing a single piece of the new website's interface so that users aren’t overwhelmed with information and can focus on what matters most.

If you're more interested in text, you can read the objective for each feature. Fantasy understands that, as a potential customer, this is all you need to know. Scrolling further, you're greeted with a simple "Contact Us" CTA.

Key Learnings from the Fantasy Case Study Example

  • You don’t have to write a ton of text to create a great case study. Focus on the solution you delivered itself.
  • Include a CTA at the bottom inviting visitors to contact you.

7. " Rovio: How Rovio Grew Into a Gaming Superpower ," by App Annie

Case study example from App Annie

If your client had a lot of positive things to say about you, take a note from App Annie’s Rovio case study and open up with a quote from your client. The case study also closes with a quote, so that the case study doesn’t seem like a promotion written by your marketing team but a story that’s taken straight from your client’s mouth. It includes a photo of a Rovio employee, too.

Another thing this example does well? It immediately includes a link to the product that Rovio used (namely, App Annie Intelligence) at the top of the case study. The case study closes with a call-to-action button prompting users to book a demo.

Key Learnings from the App Annie Case Study Example

  • Feature quotes from your client at the beginning and end of the case study.
  • Include a mention of the product right at the beginning and prompt users to learn more about the product.

8. " Embracing first-party data: 3 success stories from HubSpot ," by Think with Google

Case study examples: Think with Google and HubSpot

Google takes a different approach to text-focused case studies by choosing three different companies to highlight.

The case study is clean and easily scannable. It has sections for each company, with quotes and headers that clarify the way these three distinct stories connect. The simple format also uses colors and text that align with the Google brand.

Another differentiator is the focus on data. This case study is less than a thousand words, but it's packed with useful data points. Data-driven insights quickly and clearly show how the value of leveraging first-party data while prioritizing consumer privacy.

Case studies example: Data focus, Think with Google

Key Learnings from the Think with Google Case Study Example

  • A case study doesn’t need to be long or complex to be powerful.
  • Clear data points are a quick and effective way to prove value.

9. " In-Depth Performance Marketing Case Study ," by Switch

Case study example from Switch

Switch is an international marketing agency based in Malta that knocks it out of the park with this case study. Its biggest challenge is effectively communicating what it did for its client without ever revealing the client’s name. It also effectively keeps non-marketers in the loop by including a glossary of terms on page 4.

The PDF case study reads like a compelling research article, including titles like "In-Depth Performance Marketing Case Study," "Scenario," and "Approach," so that readers get a high-level overview of what the client needed and why they approached Switch. It also includes a different page for each strategy. For instance, if you’d only be interested in hiring Switch for optimizing your Facebook ads, you can skip to page 10 to see how they did it.

The PDF is fourteen pages long but features big fonts and plenty of white space, so viewers can easily skim it in only a few minutes.

Key Learnings from the Switch Case Study Example

  • If you want to go into specialized information, include a glossary of terms so that non-specialists can easily understand.
  • Close with a CTA page in your case study PDF and include contact information for prospective clients.

10. " Gila River ," by OH Partners

Case study example from OH Partners

Let pictures speak for you, like OH Partners did in this case study. While you’ll quickly come across a heading and some text when you land on this case study page, you’ll get the bulk of the case study through examples of actual work OH Partners did for its client. You will see OH Partners’ work in a billboard, magazine, and video. This communicates to website visitors that if they work with OH Partners, their business will be visible everywhere.

And like the other case studies here, it closes with a summary of what the firm achieved for its client in an eye-catching way.

Key Learnings from the OH Partners Case Study Example

  • Let the visuals speak by including examples of the actual work you did for your client — which is especially useful for branding and marketing agencies.
  • Always close out with your achievements and how they impacted your client.

11. " Facing a Hater ," by Digitas

Case study example from Digitas

Digitas' case study page for Sprite’s #ILOVEYOUHATER campaign keeps it brief while communicating the key facts of Digitas’ work for the popular soda brand. The page opens with an impactful image of a hundred people facing a single man. It turns out, that man is the biggest "bully" in Argentina, and the people facing him are those whom he’s bullied before.

Scrolling down, it's obvious that Digitas kept Sprite at the forefront of their strategy, but more than that, they used real people as their focal point. They leveraged the Twitter API to pull data from Tweets that people had actually tweeted to find the identity of the biggest "hater" in the country. That turned out to be @AguanteElCofler, a Twitter user who has since been suspended.

Key Learnings from the Digitas Case Study Example

  • If a video was part of your work for your client, be sure to include the most impactful screenshot as the heading.
  • Don’t be afraid to provide details on how you helped your client achieve their goals, including the tools you leveraged.

12. " Better Experiences for All ," by HermanMiller

Case study example from HermanMiller

HermanMiller sells sleek, utilitarian furniture with no frills and extreme functionality, and that ethos extends to its case study page for a hospital in Dubai.

What first attracted me to this case study was the beautiful video at the top and the clean user experience. User experience matters a lot in a case study. It determines whether users will keep reading or leave. Another notable aspect of this case study is that the video includes closed-captioning for greater accessibility, and users have the option of expanding the CC and searching through the text.

HermanMiller’s case study also offers an impressive amount of information packed in just a few short paragraphs for those wanting to understand the nuances of their strategy. It closes out with a quote from their client and, most importantly, the list of furniture products that the hospital purchased from the brand.

Key Learnings from the HermanMiller Case Study Example

  • Close out with a list of products that users can buy after reading the case study.
  • Include accessibility features such as closed captioning and night mode to make your case study more user-friendly.

13. " Capital One on AWS ," by Amazon

Case study example from Amazon AWS

Do you work continuously with your clients? Consider structuring your case study page like Amazon did in this stellar case study example. Instead of just featuring one article about Capital One and how it benefited from using AWS, Amazon features a series of articles that you can then access if you’re interested in reading more. It goes all the way back to 2016, all with different stories that feature Capital One’s achievements using AWS.

This may look unattainable for a small firm, but you don’t have to go to extreme measures and do it for every single one of your clients. You could choose the one you most wish to focus on and establish a contact both on your side and your client’s for coming up with the content. Check in every year and write a new piece. These don’t have to be long, either — five hundred to eight hundred words will do.

Key Learnings from the Amazon AWS Case Study Example

  • Write a new article each year featuring one of your clients, then include links to those articles in one big case study page.
  • Consider including external articles as well that emphasize your client’s success in their industry.

14. " HackReactor teaches the world to code #withAsana ," by Asana

Case study examples: Asana and HackReactor

While Asana's case study design looks text-heavy, there's a good reason. It reads like a creative story, told entirely from the customer's perspective.

For instance, Asana knows you won't trust its word alone on why this product is useful. So, they let Tony Phillips, HackReactor CEO, tell you instead: "We take in a lot of information. Our brains are awful at storage but very good at thinking; you really start to want some third party to store your information so you can do something with it."

Asana features frequent quotes from Phillips to break up the wall of text and humanize the case study. It reads like an in-depth interview and captivates the reader through creative storytelling. Even more, Asana includes in-depth detail about how HackReactor uses Asana. This includes how they build templates and workflows:

"There's a huge differentiator between Asana and other tools, and that’s the very easy API access. Even if Asana isn’t the perfect fit for a workflow, someone like me— a relatively mediocre software engineer—can add functionality via the API to build a custom solution that helps a team get more done."

Key Learnings from the Asana Example

  • Include quotes from your client throughout the case study.
  • Provide extensive detail on how your client worked with you or used your product.

15. " Rips Sewed, Brand Love Reaped ," by Amp Agency

Case study example from Amp Agency

Amp Agency's Patagonia marketing strategy aimed to appeal to a new audience through guerrilla marketing efforts and a coast-to-coast road trip. Their case study page effectively conveys a voyager theme, complete with real photos of Patagonia customers from across the U.S., and a map of the expedition. I liked Amp Agency's storytelling approach best. It captures viewers' attention from start to finish simply because it's an intriguing and unique approach to marketing.

Key Learnings from the Amp Agency Example

  • Open up with a summary that communicates who your client is and why they reached out to you.
  • Like in the other case study examples, you’ll want to close out with a quantitative list of your achievements.

16. " NetApp ," by Evisort

Case study examples: Evisort and NetApp

Evisort opens up its NetApp case study with an at-a-glance overview of the client. It’s imperative to always focus on the client in your case study — not on your amazing product and equally amazing team. By opening up with a snapshot of the client’s company, Evisort places the focus on the client.

This case study example checks all the boxes for a great case study that’s informative, thorough, and compelling. It includes quotes from the client and details about the challenges NetApp faced during the COVID pandemic. It closes out with a quote from the client and with a link to download the case study in PDF format, which is incredibly important if you want your case study to be accessible in a wider variety of formats.

Key Learnings from the Evisort Example

  • Place the focus immediately on your client by including a snapshot of their company.
  • Mention challenging eras, such as a pandemic or recession, to show how your company can help your client succeed even during difficult times.

17. " Copernicus Land Monitoring – CLC+ Core ," by Cloudflight

Case study example from Cloudflight

Including highly specialized information in your case study is an effective way to show prospects that you’re not just trying to get their business. You’re deep within their industry, too, and willing to learn everything you need to learn to create a solution that works specifically for them.

Cloudflight does a splendid job at that in its Copernicus Land Monitoring case study. While the information may be difficult to read at first glance, it will capture the interest of prospects who are in the environmental industry. It thus shows Cloudflight’s value as a partner much more effectively than a general case study would.

The page is comprehensive and ends with a compelling call-to-action — "Looking for a solution that automates, and enhances your Big Data system? Are you struggling with large datasets and accessibility? We would be happy to advise and support you!" The clean, whitespace-heavy page is an effective example of using a case study to capture future leads.

Key Learnings from the Cloudflight Case Study Example

  • Don’t be afraid to get technical in your explanation of what you did for your client.
  • Include a snapshot of the sales representative prospects should contact, especially if you have different sales reps for different industries, like Cloudflight does.

18. " Valvoline Increases Coupon Send Rate by 76% with Textel’s MMS Picture Texting ," by Textel

Case study example from Textel

If you’re targeting large enterprises with a long purchasing cycle, you’ll want to include a wealth of information in an easily transferable format. That’s what Textel does here in its PDF case study for Valvoline. It greets the user with an eye-catching headline that shows the value of using Textel. Valvoline saw a significant return on investment from using the platform.

Another smart decision in this case study is highlighting the client’s quote by putting it in green font and doing the same thing for the client’s results because it helps the reader quickly connect the two pieces of information. If you’re in a hurry, you can also take a look at the "At a Glance" column to get the key facts of the case study, starting with information about Valvoline.

Key Learnings from the Textel Case Study Example

  • Include your client’s ROI right in the title of the case study.
  • Add an "At a Glance" column to your case study PDF to make it easy to get insights without needing to read all the text.

19. " Hunt Club and Happeo — a tech-enabled love story ," by Happeo

Case study example from Happeo

In this blog-post-like case study, Happeo opens with a quote from the client, then dives into a compelling heading: "Technology at the forefront of Hunt Club's strategy." Say you’re investigating Happeo as a solution and consider your firm to be technology-driven. This approach would spark your curiosity about why the client chose to work with Happeo. It also effectively communicates the software’s value proposition without sounding like it’s coming from an in-house marketing team.

Every paragraph is a quote written from the customer’s perspective. Later down the page, the case study also dives into "the features that changed the game for Hunt Club," giving Happeo a chance to highlight some of the platform’s most salient features.

Key Learnings from the Happeo Case Study Example

  • Consider writing the entirety of the case study from the perspective of the customer.
  • Include a list of the features that convinced your client to go with you.

20. " Red Sox Season Campaign ," by CTP Boston

Case study example from CTP Boston

What's great about CTP's case study page for their Red Sox Season Campaign is their combination of video, images, and text. A video automatically begins playing when you visit the page, and as you scroll, you'll see more embedded videos of Red Sox players, a compilation of print ads, and social media images you can click to enlarge.

At the bottom, it says "Find out how we can do something similar for your brand." The page is clean, cohesive, and aesthetically pleasing. It invites viewers to appreciate the well-roundedness of CTP's campaign for Boston's beloved baseball team.

Key Learnings from the CTP Case Study Example

  • Include a video in the heading of the case study.
  • Close with a call-to-action that makes leads want to turn into prospects.

21. " Acoustic ," by Genuine

Case study example from Genuine

Sometimes, simple is key. Genuine's case study for Acoustic is straightforward and minimal, with just a few short paragraphs, including "Reimagining the B2B website experience," "Speaking to marketers 1:1," and "Inventing Together." After the core of the case study, we then see a quote from Acoustic’s CMO and the results Genuine achieved for the company.

The simplicity of the page allows the reader to focus on both the visual aspects and the copy. The page displays Genuine's brand personality while offering the viewer all the necessary information they need.

  • You don’t need to write a lot to create a great case study. Keep it simple.
  • Always include quantifiable data to illustrate the results you achieved for your client.

22. " Using Apptio Targetprocess Automated Rules in Wargaming ," by Apptio

Case study example from Apptio

Apptio’s case study for Wargaming summarizes three key pieces of information right at the beginning: The goals, the obstacles, and the results.

Readers then have the opportunity to continue reading — or they can walk away right then with the information they need. This case study also excels in keeping the human interest factor by formatting the information like an interview.

The piece is well-organized and uses compelling headers to keep the reader engaged. Despite its length, Apptio's case study is appealing enough to keep the viewer's attention. Every Apptio case study ends with a "recommendation for other companies" section, where the client can give advice for other companies that are looking for a similar solution but aren’t sure how to get started.

Key Learnings from the Apptio Case Study Example

  • Put your client in an advisory role by giving them the opportunity to give recommendations to other companies that are reading the case study.
  • Include the takeaways from the case study right at the beginning so prospects quickly get what they need.

23. " Airbnb + Zendesk: building a powerful solution together ," by Zendesk

Case study example from Zendesk

Zendesk's Airbnb case study reads like a blog post, and focuses equally on Zendesk and Airbnb, highlighting a true partnership between the companies. To captivate readers, it begins like this: "Halfway around the globe is a place to stay with your name on it. At least for a weekend."

The piece focuses on telling a good story and provides photographs of beautiful Airbnb locations. In a case study meant to highlight Zendesk's helpfulness, nothing could be more authentic than their decision to focus on Airbnb's service in such great detail.

Key Learnings from the Zendesk Case Study Example

  • Include images of your client’s offerings — not necessarily of the service or product you provided. Notice how Zendesk doesn’t include screenshots of its product.
  • Include a call-to-action right at the beginning of the case study. Zendesk gives you two options: to find a solution or start a trial.

24. " Biobot Customer Success Story: Rollins College, Winter Park, Florida ," by Biobot

Case study example from Biobot

Like some of the other top examples in this list, Biobot opens its case study with a quote from its client, which captures the value proposition of working with Biobot. It mentions the COVID pandemic and goes into detail about the challenges the client faced during this time.

This case study is structured more like a news article than a traditional case study. This format can work in more formal industries where decision-makers need to see in-depth information about the case. Be sure to test different methods and measure engagement .

Key Learnings from the Biobot Case Study Example

  • Mention environmental, public health, or economic emergencies and how you helped your client get past such difficult times.
  • Feel free to write the case study like a normal blog post, but be sure to test different methods to find the one that best works for you.

25. " Discovering Cost Savings With Efficient Decision Making ," by Gartner

Case study example from Gartner

You don't always need a ton of text or a video to convey your message — sometimes, you just need a few paragraphs and bullet points. Gartner does a fantastic job of quickly providing the fundamental statistics a potential customer would need to know, without boggling down their readers with dense paragraphs. The case study closes with a shaded box that summarizes the impact that Gartner had on its client. It includes a quote and a call-to-action to "Learn More."

Key Learnings from the Gartner Case Study Example

  • Feel free to keep the case study short.
  • Include a call-to-action at the bottom that takes the reader to a page that most relates to them.

26. " Bringing an Operator to the Game ," by Redapt

Case study example from Redapt

This case study example by Redapt is another great demonstration of the power of summarizing your case study’s takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome." But its most notable feature is a section titled "Moment of clarity," which shows why this particular project was difficult or challenging.

The section is shaded in green, making it impossible to miss. Redapt does the same thing for each case study. In the same way, you should highlight the "turning point" for both you and your client when you were working toward a solution.

Key Learnings from the Redapt Case Study Example

  • Highlight the turning point for both you and your client during the solution-seeking process.
  • Use the same structure (including the same headings) for your case studies to make them easy to scan and read.

27. " Virtual Call Center Sees 300% Boost In Contact Rate ," by Convoso

Case study example from Convoso

Convoso’s PDF case study for Digital Market Media immediately mentions the results that the client achieved and takes advantage of white space. On the second page, the case study presents more influential results. It’s colorful and engaging and closes with a spread that prompts readers to request a demo.

Key Learnings from the Convoso Case Study Example

  • List the results of your work right at the beginning of the case study.
  • Use color to differentiate your case study from others. Convoso’s example is one of the most colorful ones on this list.

28. " Ensuring quality of service during a pandemic ," by Ericsson

Case study example from Ericsson

Ericsson’s case study page for Orange Spain is an excellent example of using diverse written and visual media — such as videos, graphs, and quotes — to showcase the success a client experienced. Throughout the case study, Ericsson provides links to product and service pages users might find relevant as they’re reading the study.

For instance, under the heading "Preloaded with the power of automation," Ericsson mentions its Ericsson Operations Engine product, then links to that product page. It closes the case study with a link to another product page.

Key Learnings from the Ericsson Case Study Example

  • Link to product pages throughout the case study so that readers can learn more about the solution you offer.
  • Use multimedia to engage users as they read the case study.

Start creating your case study.

Now that you've got a great list of examples of case studies, think about a topic you'd like to write about that highlights your company or work you did with a customer.

A customer’s success story is the most persuasive marketing material you could ever create. With a strong portfolio of case studies, you can ensure prospects know why they should give you their business.

Editor's note: This post was originally published in August 2018 and has been updated for comprehensiveness.

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What is a crm case study.

infographic: customer relationship management case studies

  • Customer service
  • Project development
  • Human resources (HR)

What’s Included in CRM Case Studies?

  • Client profile— company type, industry, and a brief history and description of the company
  • The situation— the circumstances that led the company to become interested in a CRM solution
  • The challenges— the problems and issues the company was facing that a CRM solution could solve
  • The process— the heart of the case study, showing how the CRM vendor or service provider performed its services in a way that met or exceeded the client’s goals and expectations
  • The results— the benefits to the client at the end of the day
  • Vendor/service provider profile— brief description of the vendor or service provider including contact information

The Benefits of a CRM Case Study in the Selection Process

How tec's crm case studies can help you to find the best-fit crm system, tec’s software selection process.

  • Assess : Assess the client’s business processes and goals, gaps in key processes, and discover their functional requirements
  • Review : Review CRM solutions and vendor capabilities to meet the client’s business needs
  • Identify : Identify the shortlist of CRM vendors and their partner(s)
  • Demonstration : Assess CRM solution demonstrations scripted to the client’s business processes
  • Proposal : Create and distribute CRM request for proposal (RFP) to vendors to clarify deliverables and project TCO (total cost of ownership)
  • Reference : Evaluate CRM vendor and their partner(s) through reference checks from real-world clients on previous projects
  • Contract : Perform contract review and price negotiations on behalf of the client for cost savings
  • Implementation : Perform oversight and monitor the implementation of the CRM application(s) to enable successful transformation and business growth

Access Our Free Library of Case Studies to Learn More About CRM

TEC provides an extensive library of case studies across all types of enterprise software , including CRM . Below we have selected two TEC case studies that showcase how TEC has helped organizations evaluate CRM software systems and select the ideal CRM system for their current and future business needs: Honor Credit Union (HCU)—A Finance & Banking CRM Case Study Honor Credit Union (HCU), a not-for-profit financial institution, faced challenges with a disparate IT setup and lack of unified CRM system, hindering its customer service efforts. Partnering with TEC, HCU underwent a comprehensive process of business assessment, CRM market review, vendor shortlisting, evaluation, contract review and negotiation, leading to the selection and successful implementation of a CRM system that streamlined back-office processes and enhanced customer experience. Read the case study . Acumed—A Manufacturing CRM Case Study Acumed, a global orthopedic and medical solutions provider, faced challenges with their previous CRM system that lacked functionality tailored to their unique sales needs, impacting visibility into sales performance and consignment-based inventory. With TEC's guidance, Acumed went through a comprehensive evaluation process, including requirement assessments, product demonstrations, and contract negotiations, to select a CRM system that addressed the company's complex needs, facilitated consignment-based sales and inventory tracking, and improved management of customer data. Read the case study .

These enterprise software case studies provide insight into the way business solutions work to optimize key processes through best-fit CRM software systems . For companies interested in more information about CRM selection and implementation, or assistance with their CRM project, please contact us today. Get your free business software case study today!

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Honor Credit Union (HCU)—A Finance & Banking CRM Case Study

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HBS Case Selections

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OpenAI: Idealism Meets Capitalism

  • Shikhar Ghosh
  • Shweta Bagai

Generative AI and the Future of Work

  • Christopher Stanton
  • Matt Higgins

Copilot(s): Generative AI at Microsoft and GitHub

  • Frank Nagle
  • Shane Greenstein
  • Maria P. Roche
  • Nataliya Langburd Wright
  • Sarah Mehta

Innovation at Moog Inc.

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

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

  • Linda A. Hill
  • Emily Tedards

Juan Valdez: Innovation in Caffeination

  • Michael I. Norton
  • Jeremy Dann

UGG Steps into the Metaverse

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

Metaverse Wars

  • David B. Yoffie

Roblox: Virtual Commerce in the Metaverse

  • Ayelet Israeli
  • Nicole Tempest Keller

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

  • Tsedal Neeley
  • Stefani Ruper

Hugging Face: Serving AI on a Platform

  • Kerry Herman
  • Sarah Gulick

SmartOne: Building an AI Data Business

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

Honeywell and the Great Recession (A)

  • Sandra J. Sucher
  • Susan Winterberg

Target: Responding to the Recession

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

Hometown Foods: Changing Price Amid Inflation

  • Julian De Freitas
  • Jeremy Yang
  • Das Narayandas

Elon Musk's Big Bets

  • Eric Baldwin

Elon Musk: Balancing Purpose and Risk

Tesla's ceo compensation plan.

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

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

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

Forbidden City: Launching a Craft Beer in China

  • Christopher A. Bartlett
  • Carole Carlson

Booking.com

  • Stefan Thomke
  • Daniela Beyersdorfer

Innovation at Uber: The Launch of Express POOL

  • Chiara Farronato
  • Alan MacCormack

Racial Discrimination on Airbnb (A)

  • Michael Luca
  • Scott Stern
  • Hyunjin Kim

Unilever's Response to the Future of Work

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

AT&T, Retraining, and the Workforce of Tomorrow

  • Joseph B. Fuller
  • Carl Kreitzberg

Leading Change in Talent at L'Oreal

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

Eve Hall: The African American Investment Fund in Milwaukee

  • Steven S. Rogers
  • Alterrell Mills

United Housing - Otis Gates

  • Mercer Cook

The Home Depot: Leadership in Crisis Management

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

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

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

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

  • David A. Moss
  • Sarah Brennan

Under Armour

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

Hunley, Inc.: Casting for Growth

  • John A. Quelch
  • James T. Kindley

Bitfury: Blockchain for Government

  • Mitchell B. Weiss
  • Elena Corsi

Deutsche Bank: Pursuing Blockchain Opportunities (A)

  • Lynda M. Applegate
  • Christoph Muller-Bloch

Maersk: Betting on Blockchain

  • Scott Johnson

Yum! Brands

  • Jordan Siegel
  • Christopher Poliquin

Bharti Airtel in Africa

  • Tanya Bijlani

Li & Fung 2012

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

Sony and the JK Wedding Dance

  • John Deighton
  • Leora Kornfeld

United Breaks Guitars

David dao on united airlines.

  • Benjamin Edelman
  • Jenny Sanford

Marketing Reading: Digital Marketing

  • Joseph Davin

Social Strategy at Nike

  • Mikolaj Jan Piskorski
  • Ryan Johnson

The Tate's Digital Transformation

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

  • Carliss Y. Baldwin
  • Ryan D. Taliaferro

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

  • Juan Alcacer
  • David J. Collis

Dow's Bid for Rohm and Haas

  • Benjamin C. Esty

Finance Reading: The Mergers and Acquisitions Process

  • John Coates

Apple: Privacy vs. Safety? (A)

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

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

  • Leslie K. John

Data Breach at Equifax

  • Suraj Srinivasan
  • Quinn Pitcher
  • Jonah S. Goldberg

Apple's Core

  • Noam Wasserman

Design Thinking and Innovation at Apple

  • Barbara Feinberg

Apple Inc. in 2012

  • Penelope Rossano

Iz-Lynn Chan at Far East Organization (Abridged)

  • Anthony J. Mayo
  • Dana M. Teppert

Barbara Norris: Leading Change in the General Surgery Unit

  • Boris Groysberg
  • Nitin Nohria
  • Deborah Bell

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

  • David A. Thomas
  • Lauren Barley

Home Nursing of North Carolina

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

  • Robert J. Dolan

Basecamp: Pricing

  • Frank V. Cespedes
  • Robb Fitzsimmons

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

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

  • Jose B. Alvarez

Osaro: Picking the best path

  • James Palano
  • Bastiane Huang

HubSpot and Motion AI: Chatbot-Enabled CRM

  • Thomas Steenburgh

GROW: Using Artificial Intelligence to Screen Human Intelligence

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

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Arup: Building the Water Cube

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

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

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

  • Thomas J. DeLong

Organizational Behavior Reading: Leading Global Teams

Ron ventura at mitchell memorial hospital.

  • Heide Abelli

Anthony Starks at InSiL Therapeutics (A)

  • Gary P. Pisano
  • Vicki L. Sato

Wolfgang Keller at Konigsbrau-TAK (A)

  • John J. Gabarro

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Midland Energy Resources, Inc.: Cost of Capital

  • Timothy A. Luehrman
  • Joel L. Heilprin

Globalizing the Cost of Capital and Capital Budgeting at AES

  • Mihir A. Desai
  • Doug Schillinger

Cost of Capital at Ameritrade

  • Mark Mitchell
  • Erik Stafford

Finance Reading: Cost of Capital

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

  • Matthew D. Breitfelder

Coach Hurley at St. Anthony High School

  • Scott A. Snook
  • Bradley C. Lawrence

Shapiro Global

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

Kathryn McNeil (A)

  • Joseph L. Badaracco Jr.
  • Jerry Useem

Carol Fishman Cohen: Professional Career Reentry (A)

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

Alex Montana at ESH Manufacturing Co.

  • Michael Kernish

Michelle Levene (A)

  • Tiziana Casciaro
  • Victoria W. Winston

John and Andrea Rice: Entrepreneurship and Life

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

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PON – Program on Negotiation at Harvard Law School - https://www.pon.harvard.edu

Team-Building Strategies: Building a Winning Team for Your Organization

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Discover how to build a winning team and boost your business negotiation results in this free special report, Team Building Strategies for Your Organization, from Harvard Law School.

Teach by Example with These Negotiation Case Studies

By Lara SanPietro — on January 17th, 2024 / Teaching Negotiation

case study solution pdf

Negotiation case studies use the power of example to teach negotiation strategies. Looking to past negotiations where students can analyze what approaches the parties took and how effective they were in reaching an agreement, can help students gain new insights into negotiation dynamics. The Teaching Negotiation Resource Center (TNRC) has a variety of negotiation case studies to help students learn by example.

Negotiating About Pandas for San Diego Zoo – Featured Case Study 

The  Negotiating About Pandas for San Diego Zoo case study centers on the most challenging task for a negotiator: to reach a satisfactory agreement with a tough counterpart from a position of low power—and to do so in an uncommon context. This case focuses on the executive director of a zoo in the U.S. who seeks two giant pandas, an endangered species, from their only source on the planet: China. Compounding the difficulty, many other zoos are also trying to obtain giant pandas—the “rock stars” of the zoo world. Yet, as if relative bargaining power were not enough to preoccupy the zoo director, it is not his only major challenge.

His zoo’s initiative attracts attention from a wide range of stakeholders, from nongovernmental (NGO) conservation groups to government agencies on both sides of the Pacific Ocean. Several of these organizations ardently oppose the zoo’s efforts, while others change their positions over time. All of this attention influences the zoo’s negotiations. Therefore, a second challenging task for the zoo director is to monitor events in the negotiating environment and manage their effects on his negotiations with Chinese counterparts.

This three-part case is based on the actual negotiations and offers lessons for business, law and government students and professionals in multiple subject areas. Preview a Negotiating About Pandas for San Diego Zoo Teacher’s Package to learn more.

Camp Lemonnier Case Study – Featured Case Study 

In the spring of 2014, representatives from the United States of America and the Republic of Djibouti were in the midst of renegotiations over Camp Lemonnier, the only permanent U.S. base on the continent of Africa. Djibouti, bordering Somalia, Ethiopia, Eritrea, the Red Sea and the Gulf of Aden, has been home to Camp Lemonnier since the September 11, 2001 attacks prompted the United States to seek a temporary staging ground for U.S. Marines in the region. Since then, Camp Lemonnier has expanded to nearly 500 acres and a base of unparalleled importance, in part because it is one of the busiest Predator drone bases outside of the Afghan warzone.

Tensions between the United States and Djibouti have flared in recent years, due in large part to a string of collisions and close calls because of Djiboutian air-traffic controllers’ job performance at the airport. Americans have complained about the training of air-traffic controllers at the commercial airport. Additionally, labor disputes have arisen at the base where the United States is one of the largest non-government employers within the country.

Major lessons of this case study include:

  • Defining BATNA: what is each party’s BATNA?
  • Understanding the Zone of Possible Agreement (ZOPA)
  • The impact of culture in negotiation.
  • Uncovering interests.
  • Principal-agent dynamics.
  • Uncovering sources of power in negotiation.

This case is based on the real 2014 negotiations between the United States of America and the Republic of Djibouti. Preview a Camp Lemonnier Case Study Teacher’s Package to learn more.

A Green Victory Against Great Odds, But Was It Too Little Too Late? – Featured Case Study 

This case study provides an intimate view into the fierce battle among major US nonprofit environmental groups, Members of Congress, and industry over energy policy in 2007. The resulting law slashed pollution by raising car efficiency regulations for the first time in three decades. For negotiators and advocates, this case provides important lessons about cultivating champions, neutralizing opponents, organizing the masses, and using the right message at the right time.

This case is based on the actual negotiations and offers lessons for business, government, climate change, sustainability, corporate social responsibility, and more. Preview A Green Victory Against Great Odds Teacher’s Package to learn more.

Negotiating a Template for Labor Standards – Featured Case Study

Negotiating a Template for Labor Standards: The U.S.-Chile Free Trade Agreement is a detailed factual case study that tracks the negotiation of the labor provisions in the U.S.-Chile Free Trade Agreement signed into law on January 1, 2004. It draws upon a range of published and unpublished sources and interview with some of the primary players to give a true inside look into a challenging international negotiation. Written primarily from the point of view of the lead U.S. negotiator for the labor chapter, the case study discusses the two countries’ interests and positions on the labor provisions, the possible templates available from prior agreements, the complex political maneuvering involved, and the course of the negotiations themselves – from the opening talks to the various obstacles to the final post-agreement celebration. Preview a Negotiating a Template for Labor Standards Teacher’s Package to learn more.

______________________

Take your training to the next level with the TNRC

The  Teaching Negotiation Resource Center  offers a wide range of effective teaching materials, including

  • Over 250 negotiation exercises and role-play simulations
  • Critical case studies
  • Enlightening periodicals
  • More than 30 videos
  • 100-plus books

TNRC  negotiation exercises and teaching materials are designed for educational purposes. They are used in college classroom settings or corporate training settings; used by mediators and facilitators seeking to introduce their clients to a process or issue; and used by individuals who want to enhance their negotiation skills and knowledge.

Negotiation exercises and role-play simulations introduce participants to new negotiation and dispute resolution tools, techniques and strategies.  Our videos, books, case studies, and periodicals are also a helpful way of introducing students to key concepts while addressing the theory and practice of negotiation.

Check out all that the TNRC has in store >>

Related Posts

  • Asynchronous Learning: Negotiation Exercises to Keep Students Engaged Outside the Classroom
  • Redevelopment Negotiation: The Challenges of Rebuilding the World Trade Center
  • New Great Negotiator Case and Video: Christiana Figueres, former UNFCCC Executive Secretary
  • Bidding in an International Business Negotiation: Euro-Idol
  • Check Out the All-In-One Curriculum Packages!

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  • Make the Most of Online Negotiations
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Preparing for negotiation.

Understanding how to arrange the meeting space is a key aspect of preparing for negotiation. In this video, Professor Guhan Subramanian discusses a real world example of how seating arrangements can influence a negotiator’s success. This discussion was held at the 3 day executive education workshop for senior executives at the Program on Negotiation at Harvard Law School.

Guhan Subramanian is the Professor of Law and Business at the Harvard Law School and Professor of Business Law at the Harvard Business School.

Articles & Insights

case study solution pdf

  • 10 Hard-Bargaining Tactics to Watch Out for in a Negotiation
  • The Good Cop, Bad Cop Negotiation Strategy
  • Negotiation Examples: How Crisis Negotiators Use Text Messaging
  • BATNA Examples—and What You Can Learn from Them
  • What is BATNA? How to Find Your Best Alternative to a Negotiated Agreement
  • Framing in Negotiation
  • Negotiation Tactics, BATNA and Examples for Creating Value in Business Negotiations
  • Individual Differences in Negotiation—and How They Affect Results
  • Winner’s Curse: Negotiation Mistakes to Avoid
  • Solutions for Avoiding Intercultural Barriers at the Negotiation Table
  • How to Handle Conflict in Teams: Lessons from Scientific Collaborations
  • 5 Conflict Resolution Strategies
  • Lessons Learned from Cultural Conflicts in the Covid-19 Era
  • Case Study of Conflict Management: To Resolve Disputes and Manage Conflicts, Assume a Neutral 3rd Party Role
  • The Pitfalls of Negotiations Over Email
  • AI Negotiation in the News
  • Crisis Negotiation Skills: The Hostage Negotiator’s Drill
  • Police Negotiation Techniques from the NYPD Crisis Negotiations Team
  • Famous Negotiations Cases – NBA and the Power of Deadlines at the Bargaining Table
  • Negotiating Change During the Covid-19 Pandemic
  • Managing Difficult Employees: Listening to Learn
  • Dealing with Hardball Tactics in Negotiation
  • Dealing with Difficult People: Coping with an Insulting Offer in Contract Negotiations
  • When Dealing with Difficult People, Look Inward
  • Ethics in Negotiations: How to Deal with Deception at the Bargaining Table
  • Managing a Multiparty Negotiation
  • MESO Negotiation: The Benefits of Making Multiple Equivalent Simultaneous Offers in Business Negotiations
  • 7 Tips for Closing the Deal in Negotiations
  • How Does Mediation Work in a Lawsuit?
  • Dealmaking Secrets from Henry Kissinger
  • The Importance of Power in Negotiations: Taylor Swift Shakes it Off
  • Settling Out of Court: Negotiating in the Shadow of the Law
  • How to Negotiate with Friends and Family
  • What is Dispute System Design?
  • What are the Three Basic Types of Dispute Resolution? What to Know About Mediation, Arbitration, and Litigation
  • What is the Multi-Door Courthouse Concept
  • Famous Negotiators: Angela Merkel and Vladimir Putin
  • The Importance of Relationship Building in China
  • A Top International Negotiation Case Study in Business: The Microsoft-Nokia Deal
  • India’s Direct Approach to Conflict Resolution
  • What Is Facilitative Leadership?
  • What Is Collective Leadership?
  • Advantages and Disadvantages of Leadership Styles: Uncovering Bias and Generating Mutual Gains
  • Leadership and Decision-Making: Empowering Better Decisions
  • The Contingency Theory of Leadership: A Focus on Fit
  • Negotiations and Logrolling: Discover Opportunities to Generate Mutual Gains
  • Using E-Mediation and Online Mediation Techniques for Conflict Resolution
  • Undecided on Your Dispute Resolution Process? Combine Mediation and Arbitration, Known as Med-Arb
  • Alternative Dispute Resolution (ADR) Training: Mediation Curriculum
  • What Makes a Good Mediator?
  • The Ladder of Inference: A Resource List
  • For a Mutually Beneficial Agreement, Collaboration is Key
  • Use Integrative Negotiation Strategies to Create Value at the Bargaining Table
  • Negotiation Skills for Win-Win Negotiations
  • Finding Mutual Gains In “Non-Negotiation”
  • Use a Negotiation Preparation Worksheet for Continuous Improvement
  • The Importance of a Relationship in Negotiation
  • Collaborative Negotiation Examples: Tenants and Landlords
  • Ethics and Negotiation: 5 Principles of Negotiation to Boost Your Bargaining Skills in Business Situations
  • Negotiation Journal celebrates 40th anniversary, new publisher, and diamond open access in 2024
  • How to Negotiate Salary: 3 Winning Strategies
  • How to Negotiate a Higher Salary
  • Setting Standards in Negotiations
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Corporate Governance Crisis at Startups: The Zilingo Story

The case discusses how Zilingo Pte Ltd (Zilingo), a Singapore-based B2B fashion tech platform, ended up in liquidation after a protracted crisis due to issues that led to corporate governance failure. Founded in 2016 by Ankiti Bose (Bose) and Dhruv Kapoor, Zilingo was an online fashion and beauty startup company that empowered apparel supply chain players to produce, source, and trade efficiently through its technology platform. It was one of Southeast Asia’s vaunted startups...

Amazon's Private Label Brands: An Ethical Perspective

The case “Amazon’s Private Label Brands: An Ethical Perspective” discusses the ethical implications surrounding the promotion of US-based multinational technology company Amazon.com, Inc. (Amazon) of Amazon Private Label (APL) products on its online marketplace. The case starts out with a brief look at– the world's largest e-commerce platform's launch of various APL products from the late 2000s. It then delves into the various controversies surrounding APL products through the years...

Twitter under Elon Musk: Present Tense, Future Perfect?

The case discusses the problems faced by social media platform Twitter and its future under the ownership of Elon Musk. After he acquired Twitter for US$44 billion in October 2022, Musk primarily known for his innovative efforts, introduced a list of controversial policy and feature changes to the platform. These included rebranding Twitter to ‘X’, making policy changes and sweeping layoffs, resorting to cost cutting, reinstating accounts, and introducing paid verification...

Google's Post-Pandemic Multi-Purpose Workplace Design

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Reliance's Foreign Currency Bond

The case study is about Reliance Industries Ltd (RIL)'s foreign currency bond issuance and listing on international stock exchanges. The case starts with a brief history of the company, from the founding of RIL by Dhirubhai Ambani in 1966 to being led by Mukesh Ambani in 2022.The case then moves on to the details of RIL's financials, showcasing how the company has grown over the years, and how efficiently it has raised funds from the global capital market and utilized these funds for expansion. Finally, it delves into the details of foreign currency bonds issued by RIL...

Enbridge: A Diversity, Equity & Inclusion (DEI) Leader in the Energy Industry

The case describes the various initiatives taken by Enbridge, a Canadian energy company, to create a diverse and inclusive culture where employees would feel good coming to work, collaborate across teams, and be successful and grow their careers. The case first touches upon the main goals of the D&I strategy put in place at Enbridge. It then describes how Enbridge decided to encourage its employee community through various initiatives that included activities, education, and networking...

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MBA Case Studies - Solved Examples

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Need of MBA Case Studies

Case i: chemco case.

  • ChemCo is a quality leader in the U.K. car batteries market.
  • Customer battery purchases in the automobile market are highly seasonal.
  • The fork-lift business was added to utilize idle capacity during periods of inactivity.
  • This is a low-growth industry (1% annual growth over the last two years)
  • Large customers are sophisticated and buy based on price and quality. Smaller customers buy solely on price.
  • There is a Spanish competitor in the market who offers low priced batteries of inferior quality.

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  • High quality product, but low end customers care more about price than quality
  • Mismanaged product diversification in a price sensitive market
  • Alternative 1: Establish an Off-Brand for the fork-lift business
  • Alternative 2: Educate the customer market about product quality
  • Alternative 3: Exit the fork-lift battery business
  • Establishing the firm's quality image
  • Increase in market share
  • Increase in sales
  • Cost of the product
  • Protect firm's quality image in the automobile industry
  • Redesigned product to reduce the cost of manufacture
  • Low price to enable it to compete with Spanish producer
  • Make use of the quality leadership in car batteries market
  • Offer reliability testing, extended warranties etc. to promote quality image
  • Set higher prices to extract surplus from these advantages
  • A passive strategy, not proactive
  • Recommendations: Alternative 1 is recommended in this case. Since the firm operates in an industry which has low growth, hence it can expand market share and sales only by taking the customers from other players. Hence, it needs to tackle the Spanish competitor head-on by aggressively pricing its product. At the same time, launching a low-priced product under the same brand name erodes the high quality image in the car batteries market. Hence, the best option is to go for an off-brand to target the fork-lift customers who are increasingly becoming price sensitive. This will enable the company to ward off the threat in short-term and build its position strongly in the long-term.

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Case II: NAKAMURA LACQUER COMPANY

  • The Nakamura Lacquer Company: The Nakamura Lacquer Company based in Kyoto, Japan was one of the many small handicraft shops making lacquerware for the daily table use of the Japanese people.
  • Mr. Nakamura- the personality: In 1948, a young Mr. Nakamura took over his family business. He saw an opportunity to cater to a new market of America, i.e. GI's of the Occupation Army who had begun to buy lacquer ware as souvenirs. However, he realized that the traditional handicraft methods were inadequate. He was an innovator and introduced simple methods of processing and inspection using machines. Four years later, when the Occupation Army left in 1952, Nakamura employed several thousand men, and produced 500,000 pieces of lacquers tableware each year for the Japanese mass consumer market. The profit from operations was $250,000.
  • The Brand: Nakamura named his brand “Chrysanthemum” after the national flower of Japan, which showed his patriotic fervor. The brand became Japan's best known and best selling brand, being synonymous with good quality, middle class and dependability.
  • The Market: The market for lacquerware in Japan seems to have matured, with the production steady at 500,000 pieces a year. Nakamura did practically no business outside of Japan. However, early in 1960, when the American interest in Japanese products began to grow, Nakamura received two offers
  • The Rose and Crown offer: The first offer was from Mr. Phil Rose, V.P Marketing at the National China Company. They were the largest manufacturer of good quality dinnerware in the U.S., with their “Rose and Crown” brand accounting for almost 30% of total sales. They were willing to give a firm order for three eyes for annual purchases of 400,000 sets of lacquer dinnerware, delivered in Japan and at 5% more than what the Japanese jobbers paid. However, Nakamura would have to forego the Chrysanthemum trademark to “Rose and Crown” and also undertaken to sell lacquer ware to anyone else the U.S. The offer promised returns of $720,000 over three years (with net returns of $83,000), but with little potential for the U.S. market on the Chrysanthemum brand beyond that period.
  • The Semmelback offer: The second offer was from Mr. Walter Sammelback of Sammelback, Sammelback and Whittacker, Chicago, the largest supplier of hotel and restaurant supplies in the U.S. They perceived a U.S. market of 600,000 sets a year, expecting it to go up to 2 million in around 5 years. Since the Japanese government did not allow overseas investment, Sammelback was willing to budget $1.5 million. Although the offer implied negative returns of $467,000 over the first five years, the offer had the potential to give a $1 million profit if sales picked up as anticipated.
  • Meeting the order: To meet the numbers requirement of the orders, Nakamura would either have to expand capacity or cut down on the domestic market. If he chose to expand capacity, the danger was of idle capacity in case the U.S. market did not respond. If he cut down on the domestic market, the danger was of losing out on a well-established market. Nakamura could also source part of the supply from other vendors. However, this option would not find favor with either of the American buyers since they had approached only Nakamura, realizing that he was the best person to meet the order.
  • Decision problem: Whether to accept any of the two offers and if yes, which one of the two and under what terms of conditions?
  • To expand into the U.S. market.
  • To maintain and build upon their reputation of the “Chrysanthemum” brand
  • To increase profit volumes by tapping the U.S. market and as a result, increasing scale of operations.
  • To increase its share in the U.S. lacquerware market.
  • Profit Maximization criterion: The most important criterion in the long run is profit maximization.
  • Risk criterion: Since the demand in the U.S. market is not as much as in Japan.
  • Brand identity criterion: Nakamura has painstakingly built up a brand name in Japan. It is desirable for him to compete in the U.S. market under the same brand name
  • Flexibility criterion: The chosen option should offer Nakamura flexibility in maneuvering the terms and conditions to his advantage. Additionally, Nakamura should have bargaining power at the time of renewal of the contract.
  • Short term returns: Nakamura should receive some returns on the investment he makes on the new offers. However, this criterion may be compromised in favor of profit maximization in the long run.?
  • Reject both: React both the offers and concentrate on the domestic market
  • Accept RC offer: Accept the Rose and Crown offer and supply the offer by cutting down on supplies to the domestic market or through capacity expansion or both
  • Accept SSW: offer; accept the SSW offer and meet it through cutting down on supply to the domestic market or through capacity expansion or both. Negotiate term of supply.
  • Reject both: This option would not meet the primary criterion of profit maximization. Further, the objective of growth would also not be met. Hence, this option is rejected.
  • Accept RC offer: The RC offer would assure net returns of $283,000 over the next three yeas. It also assures regular returns of $240,000 per year. However, Nakamura would have no presence in the U.S. with its Chrysanthemum brand name The RC offer would entail capacity expansion, as it would not be possible to siphon of 275,000 pieces from the domestic market over three years without adversely affecting operations there. At the end of three years, Nakamura would have little bargaining power with RC as it would have an excess capacity of 275,000 pieces and excess labor which it would want to utilize. In this sense the offer is risky. Further, the offer is not flexible. Long-term profit maximization is uncertain in this case a condition that can be controlled in the SSW offer. Hence, this offer is rejected.
  • Accept SSW offer: The SSW offer does not assure a firm order or any returns for the period of contract. Although, in its present form the offer is risky if the market in the U.S. does not pick up as expected, the offer is flexible. If Nakamura were to exhibit caution initially by supplying only 300,000 instead of the anticipated 600,000 pieces, it could siphon off the 175,000 required from the domestic market. If demand exists in the U.S., the capacity can be expanded. With this offer, risk is minimized. Further, it would be competing on its own brand name. Distribution would be taken care of and long-term profit maximization criterion would be satisfied as this option has the potential of $1 million in profits per year. At the time of renewal of the contract, Nakamura would have immense bargaining power.
  • Negotiate terms of offer with SSW: The terms would be that NLC would supply 300,000 pieces in the first year. If market demand exists, NLC should expand capacity to provide the expected demand.
  • Action Plan: In the first phase, NLC would supply SSW with 300,000 pieces. 125,000 of these would be obtained by utilizing excess capacity, while the remaining would be obtained from the domestic market. If the expected demand for lacquer ware exists in the U.S., NLC would expand capacity to meet the expected demand. The debt incurred would be paid off by the fifth year.
  • Contingency Plan:  In case the demand is not as expected in the first year, NLC should not service the U.S. market and instead concentrate on increasing penetration in the domestic market.

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Writing A Case Study

Case Study Examples

Barbara P

Brilliant Case Study Examples and Templates For Your Help

15 min read

Case Study Examples

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A Complete Case Study Writing Guide With Examples

Simple Case Study Format for Students to Follow

Understand the Types of Case Study Here

It’s no surprise that writing a case study is one of the most challenging academic tasks for students. You’re definitely not alone here!

Most people don't realize that there are specific guidelines to follow when writing a case study. If you don't know where to start, it's easy to get overwhelmed and give up before you even begin.

Don't worry! Let us help you out!

We've collected over 25 free case study examples with solutions just for you. These samples with solutions will help you win over your panel and score high marks on your case studies.

So, what are you waiting for? Let's dive in and learn the secrets to writing a successful case study.

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  • 1. An Overview of Case Studies
  • 2. Case Study Examples for Students
  • 3. Business Case Study Examples
  • 4. Medical Case Study Examples
  • 5. Psychology Case Study Examples 
  • 6. Sales Case Study Examples
  • 7. Interview Case Study Examples
  • 8. Marketing Case Study Examples
  • 9. Tips to Write a Good Case Study

An Overview of Case Studies

A case study is a research method used to study a particular individual, group, or situation in depth. It involves analyzing and interpreting data from a variety of sources to gain insight into the subject being studied. 

Case studies are often used in psychology, business, and education to explore complicated problems and find solutions. They usually have detailed descriptions of the subject, background info, and an analysis of the main issues.

The goal of a case study is to provide a comprehensive understanding of the subject. Typically, case studies can be divided into three parts, challenges, solutions, and results. 

Here is a case study sample PDF so you can have a clearer understanding of what a case study actually is:

Case Study Sample PDF

How to Write a Case Study Examples

Learn how to write a case study with the help of our comprehensive case study guide.

Case Study Examples for Students

Quite often, students are asked to present case studies in their academic journeys. The reason instructors assign case studies is for students to sharpen their critical analysis skills, understand how companies make profits, etc.

Below are some case study examples in research, suitable for students:

Case Study Example in Software Engineering

Qualitative Research Case Study Sample

Software Quality Assurance Case Study

Social Work Case Study Example

Ethical Case Study

Case Study Example PDF

These examples can guide you on how to structure and format your own case studies.

Struggling with formatting your case study? Check this case study format guide and perfect your document’s structure today.

Business Case Study Examples

A business case study examines a business’s specific challenge or goal and how it should be solved. Business case studies usually focus on several details related to the initial challenge and proposed solution. 

To help you out, here are some samples so you can create case studies that are related to businesses: 

Here are some more business case study examples:

Business Case Studies PDF

Business Case Studies Example

Typically, a business case study discovers one of your customer's stories and how you solved a problem for them. It allows your prospects to see how your solutions address their needs. 

Medical Case Study Examples

Medical case studies are an essential part of medical education. They help students to understand how to diagnose and treat patients. 

Here are some medical case study examples to help you.

Medical Case Study Example

Nursing Case Study Example

Want to understand the various types of case studies? Check out our types of case study blog to select the perfect type.

Psychology Case Study Examples 

Case studies are a great way of investigating individuals with psychological abnormalities. This is why it is a very common assignment in psychology courses. 

By examining all the aspects of your subject’s life, you discover the possible causes of exhibiting such behavior. 

For your help, here are some interesting psychology case study examples:

Psychology Case Study Example

Mental Health Case Study Example

Sales Case Study Examples

Case studies are important tools for sales teams’ performance improvement. By examining sales successes, teams can gain insights into effective strategies and create action plans to employ similar tactics.

By researching case studies of successful sales campaigns, sales teams can more accurately identify challenges and develop solutions.

Sales Case Study Example

Interview Case Study Examples

Interview case studies provide businesses with invaluable information. This data allows them to make informed decisions related to certain markets or subjects.

Interview Case Study Example

Marketing Case Study Examples

Marketing case studies are real-life stories that showcase how a business solves a problem. They typically discuss how a business achieves a goal using a specific marketing strategy or tactic.

They typically describe a challenge faced by a business, the solution implemented, and the results achieved.

This is a short sample marketing case study for you to get an idea of what an actual marketing case study looks like.

 Here are some more popular marketing studies that show how companies use case studies as a means of marketing and promotion:

“Chevrolet Discover the Unexpected” by Carol H. Williams

This case study explores Chevrolet's “ DTU Journalism Fellows ” program. The case study uses the initials “DTU” to generate interest and encourage readers to learn more. 

Multiple types of media, such as images and videos, are used to explain the challenges faced. The case study concludes with an overview of the achievements that were met.

Key points from the case study include:

  • Using a well-known brand name in the title can create interest.
  • Combining different media types, such as headings, images, and videos, can help engage readers and make the content more memorable.
  • Providing a summary of the key achievements at the end of the case study can help readers better understand the project's impact.

“The Met” by Fantasy

“ The Met ” by Fantasy is a fictional redesign of the Metropolitan Museum of Art in New York City, created by the design studio Fantasy. The case study clearly and simply showcases the museum's website redesign.

The Met emphasizes the website’s features and interface by showcasing each section of the interface individually, allowing the readers to concentrate on the significant elements.

For those who prefer text, each feature includes an objective description. The case study also includes a “Contact Us” call-to-action at the bottom of the page, inviting visitors to contact the company.

Key points from this “The Met” include:

  • Keeping the case study simple and clean can help readers focus on the most important aspects.
  • Presenting the features and solutions with a visual showcase can be more effective than writing a lot of text.
  • Including a clear call-to-action at the end of the case study can encourage visitors to contact the company for more information.

“Better Experiences for All” by Herman Miller

Herman Miller's minimalist approach to furniture design translates to their case study, “ Better Experiences for All ”, for a Dubai hospital. The page features a captivating video with closed-captioning and expandable text for accessibility.

The case study presents a wealth of information in a concise format, enabling users to grasp the complexities of the strategy with ease. It concludes with a client testimonial and a list of furniture items purchased from the brand.

Key points from the “Better Experiences” include:

  • Make sure your case study is user-friendly by including accessibility features like closed captioning and expandable text.
  • Include a list of products that were used in the project to guide potential customers.

“NetApp” by Evisort 

Evisort's case study on “ NetApp ” stands out for its informative and compelling approach. The study begins with a client-centric overview of NetApp, strategically directing attention to the client rather than the company or team involved.

The case study incorporates client quotes and explores NetApp’s challenges during COVID-19. Evisort showcases its value as a client partner by showing how its services supported NetApp through difficult times. 

  • Provide an overview of the company in the client’s words, and put focus on the customer. 
  • Highlight how your services can help clients during challenging times.
  • Make your case study accessible by providing it in various formats.

“Red Sox Season Campaign,” by CTP Boston

The “ Red Sox Season Campaign ” showcases a perfect blend of different media, such as video, text, and images. Upon visiting the page, the video plays automatically, there are videos of Red Sox players, their images, and print ads that can be enlarged with a click.

The page features an intuitive design and invites viewers to appreciate CTP's well-rounded campaign for Boston's beloved baseball team. There’s also a CTA that prompts viewers to learn how CTP can create a similar campaign for their brand.

Some key points to take away from the “Red Sox Season Campaign”: 

  • Including a variety of media such as video, images, and text can make your case study more engaging and compelling.
  • Include a call-to-action at the end of your study that encourages viewers to take the next step towards becoming a customer or prospect.

“Airbnb + Zendesk” by Zendesk

The case study by Zendesk, titled “ Airbnb + Zendesk : Building a powerful solution together,” showcases a true partnership between Airbnb and Zendesk. 

The article begins with an intriguing opening statement, “Halfway around the globe is a place to stay with your name on it. At least for a weekend,” and uses stunning images of beautiful Airbnb locations to captivate readers.

Instead of solely highlighting Zendesk's product, the case study is crafted to tell a good story and highlight Airbnb's service in detail. This strategy makes the case study more authentic and relatable.

Some key points to take away from this case study are:

  • Use client's offerings' images rather than just screenshots of your own product or service.
  • To begin the case study, it is recommended to include a distinct CTA. For instance, Zendesk presents two alternatives, namely to initiate a trial or seek a solution.

“Influencer Marketing” by Trend and WarbyParker

The case study "Influencer Marketing" by Trend and Warby Parker highlights the potential of influencer content marketing, even when working with a limited budget. 

The “Wearing Warby” campaign involved influencers wearing Warby Parker glasses during their daily activities, providing a glimpse of the brand's products in use. 

This strategy enhanced the brand's relatability with influencers' followers. While not detailing specific tactics, the case study effectively illustrates the impact of third-person case studies in showcasing campaign results.

Key points to take away from this case study are:

  • Influencer marketing can be effective even with a limited budget.
  • Showcasing products being used in everyday life can make a brand more approachable and relatable.
  • Third-person case studies can be useful in highlighting the success of a campaign.

Marketing Case Study Example

Marketing Case Study Template

Now that you have read multiple case study examples, hop on to our tips.

Tips to Write a Good Case Study

Here are some note-worthy tips to craft a winning case study 

  • Define the purpose of the case study This will help you to focus on the most important aspects of the case. The case study objective helps to ensure that your finished product is concise and to the point.
  • Choose a real-life example. One of the best ways to write a successful case study is to choose a real-life example. This will give your readers a chance to see how the concepts apply in a real-world setting.
  • Keep it brief. This means that you should only include information that is directly relevant to your topic and avoid adding unnecessary details.
  • Use strong evidence. To make your case study convincing, you will need to use strong evidence. This can include statistics, data from research studies, or quotes from experts in the field.
  • Edit and proofread your work. Before you submit your case study, be sure to edit and proofread your work carefully. This will help to ensure that there are no errors and that your paper is clear and concise.

There you go!

We’re sure that now you have secrets to writing a great case study at your fingertips! This blog teaches the key guidelines of various case studies with samples. So grab your pen and start crafting a winning case study right away!

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