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How to Present a Case Study: Examples and Best Practices

Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post! 

Table of Content s

• Why Case Studies are a Popular Marketing Technique 

Popular Case Study Format Types

How to write a case study: a 4-step framework, how to do a case study presentation: 3 proven tips, how long should a case study be, final tip: use compelling presentation visuals, business case study examples, what is a case study .

Let’s start with this great case study definition by the University of South Caroline:

In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.

In simpler terms — a case study is investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.

A standard business case study provides insights into:

• General business/market conditions 
• The main problem faced 
• Methods applied 
• The outcomes gained using a specific tool or approach

Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm. 

But this is a topic for another time. In this post, we’ll focus on teaching you how to write and present a business case, plus share several case study PowerPoint templates and design tips! 

Why Case Studies are a Popular Marketing Technique 

Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.

A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist). 

For the above purpose, case studies work like a charm. Per the same report: 

• For 9% of marketers, case studies are also the best method for nurturing leads. 
• 23% admit that case studies are beneficial for improving conversions. 

Moreover, case studies also help improve your brand’s credibility, especially in the current fake news landscape and dubious claims made without proper credit. 

Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject. 

Most case studies come either as a slide deck or as a downloadable PDF document. 

Typically, you have several options to distribute your case study for maximum reach:

• Case study presentations — in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc. 
• Dedicated website page — highlighting case study examples on your website is a great way to convert middle-on-the-funnel prospects. Google’s Think With Google case study section is a great example of a web case study design done right.

• Blog case studies — data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell. 
• Video case studies — video is a great medium for showcasing more complex business cases and celebrating customer success stories.

Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data. 

But let’s say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Here’s how you should do it. 

1. Identify the Problem 

Every compelling case study research starts with a problem statement definition. While in business settings, there’s no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.

Be sure to mention: 

• What’s the purpose of the case study? What will the audience learn? 
• Set the scene. Explain the before, aka the problems someone was facing. 
• Advertise the main issues and findings without highlighting specific details.

The above information should nicely fit in several paragraphs or 2-3 case study template slides

2. Explain the Solution 

The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at length about how the subject went from before to the glorious after. 

Here are some writing prompts to help you articulate this better:

• State the subject’s main objective and goals. What outcomes were they after?
• Explain the main solution(s) provided. What was done? Why this, but not that? 
• Mention if they tried any alternatives. Why did those work? Why were you better?

This part may take the longest to write. Don’t rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.

3. Collect Testimonials 

Persuasive case studies feature the voice of customer (VoC) data — first-party testimonials and assessments of how well the solution works. These provide extra social proof and credibility to all the claims you are making. 

So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain quantifiable results.

4. Package The Information in a Slide Deck

Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information. 

As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where you’ll provide more context and perhaps share some quantifiable results.

For example, if you look at case study presentation examples from AWS like this one about Stripe , you’ll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.

Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides. 

Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong business case, follow these quick techniques. 

Focus on Telling a Great Story

A case study is a story of overcoming a challenge, and achieving something grand. Your delivery should reflect that. Step away from the standard “features => benefits” sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how you’ve helped them succeed. 

The premises of your story can be as simple as:

• Help with overcoming a hurdle
• Gaining major impact
• Reaching a new milestone
• Solving a persisting issue no one else code 

Based on the above, create a clear story arc. Show where your hero started. Then explain what type of journey they went through. Inject some emotions into the mix to make your narrative more relatable and memorable. 

Experiment with Copywriting Formulas 

Copywriting is the art and science of organizing words into compelling and persuasive combinations that help readers retain the right ideas. 

To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:

• AIDCA — short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audience’s attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issue—finally, prompt follow-up action such as contacting you to learn more. 
• PADS — is short for Problem, Agitation, Discredit, or Solution. This is more of a sales approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions won’t cut it, and then present your option. 
• 4Ps — short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes. 

Take an Emotion-Inducing Perspective

The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through. 

One of the ways to build this connection is by speaking from an emotion-inducing perspective. This is best illustrated with an example: 

• A business owner went to the bank
• A business owner came into a bank branch 

In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees — a role you’d like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches. 

One common question that arises when creating a case study is determining its length. The length of a case study can vary depending on the complexity of the problem and the level of detail you want to provide. Here are some general guidelines to help you decide how long your case study should be:

• Concise and Informative: A good case study should be concise and to the point. Avoid unnecessary fluff and filler content. Focus on providing valuable information and insights.
• Tailor to Your Audience: Consider your target audience when deciding the length. If you’re presenting to a technical audience, you might include more in-depth technical details. For a non-technical audience, keep it more high-level and accessible.
• Cover Key Points: Ensure that your case study covers the key points effectively. These include the problem statement, the solution, and the outcomes. Provide enough information for the reader to understand the context and the significance of your case.
• Visuals: Visual elements such as charts, graphs, images, and diagrams can help convey information more effectively. Use visuals to supplement your written content and make complex information easier to understand.
• Engagement: Keep your audience engaged. A case study that is too long may lose the reader’s interest. Make sure the content is engaging and holds the reader’s attention throughout.
• Consider the Format: Depending on the format you choose (e.g., written document, presentation, video), the ideal length may vary. For written case studies, aim for a length that can be easily read in one sitting.

In general, a written case study for business purposes often falls in the range of 1,000 to 2,000 words. However, this is not a strict rule, and the length can be shorter or longer based on the factors mentioned above.

Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as: 

• A product demo/preview
• Processes chart 
• Call-out quotes or numbers
• Custom illustrations or graphics 
• Customer or team headshots 

Use icons to minimize the volume of text. Also, opt for readable fonts that can look good in a smaller size too.

To better understand how to create an effective business case study, let’s explore some examples of successful case studies:

Apple Inc.: Apple’s case study on the launch of the iPhone is a classic example. It covers the problem of a changing mobile phone market, the innovative solution (the iPhone), and the outstanding outcomes, such as market dominance and increased revenue.

Tesla, Inc.: Tesla’s case study on electric vehicles and sustainable transportation is another compelling example. It addresses the problem of environmental concerns and the need for sustainable transportation solutions. The case study highlights Tesla’s electric cars as the solution and showcases the positive impact on reducing carbon emissions.

Amazon.com: Amazon’s case study on customer-centricity is a great illustration of how the company transformed the e-commerce industry. It discusses the problem of customer dissatisfaction with traditional retail, Amazon’s customer-focused approach as the solution, and the remarkable outcomes in terms of customer loyalty and market growth.

Coca-Cola: Coca-Cola’s case study on brand evolution is a valuable example. It outlines the challenge of adapting to changing consumer preferences and demographics. The case study demonstrates how Coca-Cola continually reinvented its brand to stay relevant and succeed in the global market.

Airbnb: Airbnb’s case study on the sharing economy is an intriguing example. It addresses the problem of travelers seeking unique and affordable accommodations. The case study presents Airbnb’s platform as the solution and highlights its impact on the hospitality industry and the sharing economy.

These examples showcase the diversity of case studies in the business world and how they effectively communicate problems, solutions, and outcomes. When creating your own business case study, use these examples as inspiration and tailor your approach to your specific industry and target audience.

Finally, practice your case study presentation several times — solo and together with your team — to collect feedback and make last-minute refinements! 

1. Business Case Study PowerPoint Template

To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.

Use This Template

2. Medical Case Study PowerPoint Template

3. Medical Infographics PowerPoint Templates

4. Success Story PowerPoint Template

5. Detective Research PowerPoint Template

6. Animated Clinical Study PowerPoint Templates

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Business Intelligence, Business Planning, Business PowerPoint Templates, Content Marketing, Feasibility Study, Marketing, Marketing Strategy Filed under Business

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Blog Business

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

By Danesh Ramuthi , Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

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

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actually stifle your growth, leading to lost sales and overlooked opportunities. When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully, proving that the winning deck is not a monologue but a conversation that involves the reader.

Benefits of including interactive elements in your case study presentation

More decks read in full

Longer average reading time

In this post, I’ll help you shape your case studies into compelling narratives that hook your audience, make your successes shine, and drive the results you're aiming for.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Here's a visual representation of what a successful case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action. In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

I also recommend watching this video breaking down the 9-step process for writing a case study:

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to write a compelling narrative for your case study presentation?

Storytelling is the heart of an engaging case study presentation. It involves more than just stringing events together. You should weave an emotional journey that your audience can relate to.

Begin with the challenge —illustrate the magnitude of the problem that was faced. Then, introduce your solution as the hero that comes to the rescue.

As you progress, ensure your narrative highlights the transformative journey from the problem state to the successful outcome.

Here’s our recommended storyline framework:

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

Motivation is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution. Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

Ability refers to making the desired action easy to perform. Show how straightforward it is to implement your solution. Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

Prompt is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built. It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with a website builder.

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period.
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

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We’ve collected the top free PowerPoint case study presentation templates with or without sample text. Marketing and product managers, sales execs, and strategists can use them to arrange and present their success stories, strategies, and results.

On this page, you'll find six PowerPoint case study presentation templates, including a  marketing case study template , a  problem-solution-impact case study , and a  customer journey case study template , among others. Plus, discover the  key components of successful case study presentations , find out the  different types of case study presentations , and get  expert tips .

PowerPoint Single-Slide Case Study Presentation Template

Download the Sample Single-Slide Case Study Presentation Template for PowerPoint Download the Blank Single-Slide Case Study Presentation Template for PowerPoint

When to Use This Template:  Use this single-slide case study presentation template when you need to give a quick but effective overview of a case study. This template is perfect for presenting a case study when time is limited and you need to convey key points swiftly.

Notable Template Features: You can fit everything you need on one slide. Download the version with sample text to see how easy it is to complete the template. Unlike more detailed templates, it focuses on the main points, such as the problem, solution, approach, and results, all in a compact format. It's great for keeping your audience focused on the key aspects of your case study without overwhelming them with information.

PowerPoint Marketing Case Study Template

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

When to Use This Template: Choose this marketing case study template when you need to dive deep into your marketing strategies and results. It's perfect for marketing managers and content marketers who want to showcase the detailed process and successes of their campaigns. 

Notable Template Features: This template focuses on the detailed aspects of marketing strategies and outcomes. It includes specific sections to outline business needs, results, and strategic approaches.

PowerPoint Problem-Solution-Impact Case Study Template

Download the Sample Problem-Solution-Impact Case Study Template for PowerPoint

Download the Blank Problem-Solution-Impact Case Study Template for PowerPoint

When to Use This Template:  This problem-solution-impact case study template is useful for focusing on how a challenge was solved and the results. Project managers and strategy teams that want to clearly portray the effectiveness of their solutions can take advantage of this template. 

Notable Template Features: This template stands out with its clear structure that breaks down the case into problem, solution, and impact. Use the template — available with or without sample data — to help you tell a complete story, from the issue faced to the solution and its results, making it perfect for presentations that need to show a clear cause-and-effect relationship.

PowerPoint Comparative Study Template

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

When to Use This Template:  Choose this comparative study template — available with or without sample data — to illuminate how different products, strategies, or periods stack up against each other. It's great for product managers and research teams who want to do side-by-side comparisons. 

Notable Template Features: This template lets you put things next to each other to see their differences and similarities, with a focus on direct comparisons. Use the columns and split slides to make the content easy to understand and visually appealing, perfect for highlighting changes or different approaches.

PowerPoint Customer Journey Case Study Template

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

When to Use This Template: This template is useful for customer experience managers and UX designers who need to understand and improve how customers interact with what they offer. Use the customer journey case study template with sample data to see how to show every step of a customer's experience with your product or service. 

Notable Template Features:  This template focuses on the whole path a customer takes with a product or service. It follows them, from first learning about the offering to after they buy it.

PowerPoint Case Study Storyboard Template

Download the Sample Case Study Storyboard Template for PowerPoint   Download the Blank Case Study Storyboard Template for PowerPoint  

When to Use This Template:  Creative teams and ad agencies should use this case study storyboard template — with or without sample data — to tell a story using more images than text.

Notable Template Features: This template transforms a case study into a visual story. Effectively communicate the journey of a business case, from the challenges faced to the solutions implemented and the results achieved.

Key Components of Successful Case Study Presentations

The key components of successful case study presentations include clear goals, engaging introductions, detailed customer profiles, and well-explained solutions and results. Together they help you present how your strategies succeed in real-world scenarios. 

The following components are fundamental to crafting a compelling and effective marketing case study presentation:   

• Clear Objective:  Define the goal of your case study, ensuring it addresses specific questions or goals. 
• Engaging Introduction:  Start with an overview of the company, product, or service, as well as the context to provide necessary background information. 
• Customer Profile:  Detail your target customer demographics and their needs to help the audience understand who the marketing efforts are aimed at and their relevance. 
• The Challenge:  Clearly articulate the primary problem or issue to overcome to establish the context for the solution and strategy, highlighting the need for action. 
• Solution and Strategy:  Describe the specific strategies and creative approaches used to address the challenge. These details should demonstrate your approach to problem-solving and the thought process behind your decisions. 
• Implementation:  Explain how the solution was put into action to show the practical application. This description should bring your strategy to life, allowing the audience to see how you executed plans. 
• Results and Impact:  Present measurable outcomes and impacts of the strategy to validate and show its effectiveness in real-world scenarios. 
• Visual Elements:  Use charts, images, and infographics to make complex information more accessible and engaging, aiding audience understanding. 
• Testimonials and Quotes:  Include customer feedback or expert opinions to add credibility and a real-world perspective, reinforcing your strategy’s success. 
• Lessons Learned and Conclusions:  Summarize key takeaways and insights gained to show what the audience can learn from the case study. 
• Call to Action (CTA):  End with an action you want the audience to take to encourage engagement and further interaction.

Different Types of Case Study Presentations

The types of case study presentations include those that compare products, showcase customer journeys, or tell a story visually, among others. Each is tailored to different storytelling methods and presentation goals.

The following list outlines various types of case study presentations:   

• Problem-Solution-Impact Case Study:  This type focuses on a clear narrative structure, outlining the problem, solution implemented, and final impact. It's straightforward and effective for linear stories. 
• Comparative Case Study:  Ideal for showcasing before-and-after scenarios or comparisons between different strategies or time periods. This option often uses parallel columns or split slides for comparison. 
• Customer Journey Case Study:  Centered on the customer's experience, this option maps out their journey from recognizing a need to using the product or service, and the benefits they gained. It's a narrative-driven and customer-focused case study format. 
• Data-Driven Case Study:  Emphasizing quantitative results and data, this format is full of charts, graphs, and statistics. This option is perfect for cases where numerical evidence is the main selling point. 
• Storyboard Case Study:  Use this type to lay out the case study in a storytelling format. This option often relies on more visuals and less text. Think of it as a visual story, engaging and easy to follow. 
• Interactive Case Study:  Designed with clickable elements for an interactive presentation, this type allows the presenter to dive into different sections based on audience interest, making it flexible and engaging.
• Testimonial-Focused Case Study:  This format is best for highlighting customer testimonials and reviews. It leverages the power of word of mouth and is highly effective in building trust.

Expert Tips for Case Study Presentations

Expert tips for case study presentations include knowing your audience, telling a clear story, and focusing on the problem and solution. They can also benefit from using visuals and highlighting results.

“Case studies are one of the most powerful tools in an organization’s marketing arsenal,” says Gayle Kalvert, Founder and CEO of  Creo Collective, Inc. , a full-service marketing agency. “Done correctly, case studies provide prospective buyers with proof that your product or service solves their business problem and shortens the sales cycle.”   

“Presentations are probably the most powerful marketing asset, whether for a webinar, a first meeting deck, an investor pitch, or an internal alignment/planning tool,” says marketing expert  Cari Jaquet . “Remember, the goal of a case study presentation is not just to inform, but also to persuade and engage your audience.” 

Use these tips to make your presentation engaging and effective so that it resonates with your audience:   

• Know Your Audience:  Tailor the presentation to the interests and knowledge level of your audience. Understanding what resonates with them helps make your case study more relevant and engaging. “Presentations can also be a forcing function to define your audience, tighten up your mission and message, and create a crisp call to action,” explains Jaquet.
• Tell a Story:  Structure your case study like a story, with a clear beginning (the problem), middle (the solution), and end (the results). A narrative approach keeps the audience engaged. 
• Focus on the Problem and Solution:  Clearly articulate the problem you addressed and how your solution was unique or effective. This section is the core of a case study and should be given ample attention. 
• Use Data Wisely:  Incorporate relevant data to support your points, but avoid overwhelming the audience with numbers. Use charts and graphs for visual representation of data to make it more digestible. 
• Highlight Key Results:  Emphasize the impact of your solution with clear and quantifiable results. This could include increased revenue, cost savings, improved customer satisfaction, and similar benefits.
• Incorporate Visuals:  Use high-quality visuals to break up text and explain complex concepts. Consider using photos, infographics, diagrams, or short videos.  “I put together the graphics that tell the story visually. Speakers often just need a big image or charts and graphs to help guide their talk track. Of course, if the audience expects details (for example, a board deck), the graphic helps reinforce the narrative,” shares Jaquet.
• Include Testimonials:  Adding quotes or testimonials from clients or stakeholders adds credibility and a real-world perspective to your presentation. 
• Practice Storytelling:  A well-delivered presentation is as important as its content. Practice your delivery to ensure you are clear, concise, and engaging. At this point, it also makes sense to solicit feedback from stakeholders. Jaquet concurs: “Once my outline and graphics are in place, I typically circulate the presentation draft for review. The feedback step usually surfaces nuances in the story or key points that need to show up on the slides. There is no point in building out tons of slides without alignment from the speaker or subject matter experts.”
• End with a Strong Conclusion:  Summarize the key takeaways and leave your audience with a final thought or call to action. 
• Seek Feedback:  After your presentation, request feedback to understand what worked well and what could be improved for future presentations. 

“Don't underestimate the power of a great presentation. And don't wait until the last minute or try to invent the wheel on your own,” advises Jaquet. “Many times, getting the next meeting, winning the deal, or getting the project kicked off well, requires your audience to understand and believe your story.”

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How to Present a Case Study: 6 Steps to Get You Started

When you're tasked with creating a case study for your business, it's important to remember that this is an opportunity to show off your company's successes and market your services or product. The case study should be about a specific project or campaign that you've undertaken and highlight the results you've achieved. But simply writing about your successes isn't enough – you also need to ensure that your case study is well-written and engaging.

Furthermore, you can boost sales by 185% simply by presenting a case study, which is a startling and truly amazing fact. With a strong &succinct case study instead of marketing, we can build our company as quickly as feasible.

With that in mind, here's a step-by-step guide to writing a compelling case study. And this blogpost features comprehensive information on how to present an effective case study presentation . Go ahead to find it out.

What is a case study?

A case study is simply a written, graphic, or verbal representation of a real-world scenario that details the difficulties and triumphs of a particular company or idea. It explains the method used to implement a specific good or service. Also, it talks about the customer and how the service has helped them. Case studies are frequently used just like in marketing, advertising, and other business-related fields.

Why do You Need an Effective Case Study for Your Business?

●     boost your brand awareness.

Gone are the days of thinking a case study is just a boring read. They are a chance to reach your target audience and share your success. They're also a way to get a few words out there to those interested in what you offer. Case studies are just one more way to standout. The case study will showcase the company's value and help you increase brand awareness in the marketplace.

●     Attract more clients

Case studies are an effective way to showcase your marketing skills and appeal to new clients. This resource will help you craft compelling case studies and position your marketing skills. This type of case study is similar to a testimonial, but it's an in-depth look at a client's experience working with your business.  

●     Establish credibility in the minds of potential clients

An effective case study can be a powerful tool if you want to establish credibility and build trust with your audience. You can create a strong connection with your readers by sharing a real-world business example of how your product or service has helped solve a problem.

●     Drive sales

The key is understanding the importance of case studies and how they can be used effectively. They are a great way to show the effectiveness of your product or service. They are an excellent marketing tool for businesses that want to demonstrate their value and help persuade potential customers and increase conversion rates.

●     Gain word-of-mouth publicity

Showcasing the success of your product or service will encourage others to talk about it on their own, which is the easiest technique for producing word-of-mouth publicity for a business.

 And the only way you can prove your incredible outcomes and best-in-class product is through a case study. In the end, case studies assist you in free marketing at a faster pace. Hence, a case study presentation is one of the most effective and least expensive ways to promote products and services.

●       Build Customer Loyalty

Customers are always looking for the next best thing. They want to be able to rely on a business and be confident that they will always receive the same high level of service. Because of this, it's critical to demonstrate to customers how a business has gone above and beyond for them in the past.

An excellent approach to achieve this is via a case study, which highlights both what has been done in the past and what you might anticipate in the future. Similar to this, Starbucks' case study is a wonderful illustration of how they built customer trust and saw considerable business growth.

How to Create a Winning Case Study Template in 6 Steps

Step1: introduce the case study with an eye-catching title.

Become the buzz of the town with your clever headlines. Your case study's title is the first thing potential readers will see, so make sure it's attention-grabbing and relevant to the product/service you're describing. Keep the title straightforward, but ensure it is engaging enough to draw readers in and keep them reading. They ought to make the reader want to keep reading.

STEP2: Discuss the background of the case study

When working on a case study, it's important to discuss the history of your product/service or its benefits. By understanding the context of your product/service, you can more effectively craft a narrative that will engage and persuade your reader. Tell a compelling story that highlights your company's unique strengths and capabilities.

 To that end, here are a few tips on how to research and write a case study with a strong background: 

●     Know your audience

●     Do your research

●     Be clear and concise

●     Be persuasive

 For example, if the case study is about a new product, you'll need to understand the competitive landscape and the customer's needs. If it's about a company, you'll need to understand the industry and the company's place within it.

STEP3: Describe the problem or challenge that is being faced

 Are you working on a case study and feeling stuck? You're not alone. Many people struggle with how to write a winning case study.

 A few key elements can make or break a case study. The first is to identify and describe the problem or challenge that is being faced. This is where many people get stuck. They either don't know what the problem is, or they don't know how to articulate it.

 If you're having trouble identifying the problem, ask yourself these questions: 

●     What is the goal of the product/service?

●     What are the objectives?

●     What are the Key Performance Indicators (KPIs)?

 Once the problem has been located, it needs to be precisely described. This means putting yourself in your reader's shoes and ensuring they understand your product/service. Don't try to cram too much information into one case study – if you have multiple success stories, choose one that will be most relevant to your audience.

STEP4: Present your solution or approach to solving the problem

The next step is to suggest a solution after you've detailed the issue. This is where you showoff your expertise and outline the steps you would take to solve the problem. Make sure your solution is clear, concise, and achievable.

STEP5: Summarize the results of your solution

The final step is to compile all of these processes into your case study. Start by introducing your product or service, and then explain the problem your business has successfully solved. Be sure to include results and metrics to show how your solution worked.

STEP6: Conclude with CTA

Once your case study draft is complete, it's time to add a call-to-action (CTA). This is your opportunity to encourage your readers to take the next step, whether buying the product, contacting you, or visiting your website.

Key components to present an effective case study

●     choose the success story & make it relatable.

Source: Vectorstock

When choosing a story to share in your case study, look for one truly representative of your brand that will resonate with your audience. Your case study should be based on real data and actual customer experiences.

 Don't try to exaggerate or make up a boring case study – it will only hurt your credibility in the long run. If you can find a way to connect your story to your reader's own experiences, you'll be more likely to make a lasting impression. Thus, make it relatable too.

●     Mention your future goals and objectives

Think carefully about the goals you have for yourself. Do you want to increase brand awareness? Generate leads? Drive sales? Once you know your goal, you can begin to craft a story that will help you achieve it. Thus, don't forget to mention your future goals and objectives to show that you're constantly striving to improve and grow your business.

 Think about what makes your brand unique and differentiates you from your competitors.

●     What are your core values?

●     What do your customers love about you?

●     What are your future plans?

 You'll want to focus on these elements in your case study.

●     Use Best-in-class Templates

There are many ready-made templates for case study available to use, which not only give your case study a light, but it keeps the reader engaged. And this will help you increase conversions and making into the customer's heart.

●     Creating Engaging Visuals

A picture is worth a thousand words, so don't skimp on the visuals. Use photos, infographics, and other visuals to help tell your story and make your case study more engaging.

●     Promoting Your Case Study

The best way to promote your case study presentation is to provide the essential information for the reader to understand your work. This means you need to include: your main success statement, positive client testimonials , a summary of your key findings, and your conclusions.

Takeaways from Writing An Effective Case Study

 As a company owner, you're constantly seeking methods to grow your business and stand out from the competition. Making successful case studies is one method of doing this. You might not have known about this before, but after reading this helpful article on how to write and how to present a case study in ppt , you could be able to make a decision. So, keep the important suggestions in mind while you create your successful case study.  

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I'm not your typical creative; I'm an avid thinker and ideator who seeks out adventurous experiences and thrives on great challenges. My passion for bringing characters to life through motion results in captivating aesthetics and enthralling storytelling.

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Blog / Storytelling / Can you prove it?: how to present a case study. 

Can you prove it?: how to present a case study. 

You’ve been following Buffalo 7’s wisdom for some time, and know all about your audience’s challenges and how you can solve them. But how do you prove it? By learning how to present a case study, that’s how.  

What’s the point of a case study in a presentation? 

The point of a case study is to constructively toot your own horn. It’s one of the few places where you can properly begin to talk about all the great stuff you do in your work, without coming across like an egotistical nightmare. Case studies in your presentation can be used to get your audience excited about working with you. And to demonstrate that you can be trusted – that you’ve been there, done that, and got the undeniable results.  

In fact, 78% of B2B buyers use case studies as an integral part of their pre-purchase research. And the best way to harness this power, using it to your advantage, is to advertise your greatest achievements in a way that resonates with your audience. It’s a very fine line to tread between credible and braggadocious. But that’s where we can help.  

How to present a case study with emotion. 

If you can get your audience to see themselves reflected in your case studies, you’re onto a winner. Once a prospect can picture themselves playing the part of your customer – and all the benefits that brings – a healthy dollop of sunk cost bias will nudge them safely over the line.  

There are other benefits of publishing case studies too. A powerful case study fosters an atmosphere of positive social proof, which is crucial for any brands struggling with their image. Think of satisfied customers as an extra division of your marketing department, just sitting and waiting to be put into action.  

When should I use a case study in a presentation? 

Lots of companies choose to sequester their studies away on their website and hope curious prospects will stumble upon them. We think that’s a waste of a good boasting opportunity. You can benefit from pulling a well-written case study out of the bag at loads of marketing milestones.  

Consider including case studies in places like: persuasive one-off prospect pitches, slick ongoing sales decks, wallet-opening investor presentations, lead-generating marketing presentations, and spotlight-grabbing conference presentations. Basically, almost any presentation you can think of will benefit from a little case study credibility, helping your audience to visualise how great it’ll be to work with you. 

What to include in a case study presentation. 

All the best case studies feature a cunning blend of figures and feelings. But the real impact comes right from the horse’s mouth. If possible, tell your case study story from your client’s point of view. Ask them for just half an hour of their time. Talk with them about their day-to-day lives before working with you. Ask how the process was for them. And, of course, talk about their new world and how much better it is now.  

It’s nothing personal, but your audience is much more likely to believe the results, if someone else is telling them. 

But once you have that information from your client, how do you turn it into a story? We know, we know – we harp on about storytelling all the damned time. But the importance of utilising narrative structure here can’t be understated. And it’s really easy to do. 

What’s the best case study structure? 

There are no hard and fast rules when it comes to the structure of your case study presentation. Every client journey is unique, so – when you present your case study – you should reflect that. Having said that, there are some key ingredients that most case studies need to include to have the greatest impact. And following a set structure just makes the whole thing a lot easier, eh? 

• Set the scene 

Pique your audience’s interest with an emotional hook, setting the scene and getting them invested in the client story. 

Who is the client you’re talking about? What industry do they sit inside? Why should your audience care? Is there any relevant history that your audience could benefit from hearing?  

• What challenges darkened their door? 

Why did they need to hire you? What difficulties were they facing before you came along – either personally or across their industry? Did they have a specific goal they wanted to achieve, with your help? 

• How did your solution save the day? 

What were you able to bring to the table that nobody else could? What unique approach did you use to find your angle of attack?  

One ballsy approach could be to outline any parts that went pear shaped, and how you fixed them. We learn the most valuable lessons rectifying the chaos of a mistake. There’s a certain charm in owning up to your mistakes that will humanise you to your audience. And that never hurts when you’re trying to get them to buy into your service. Just make sure you don’t forget to tell them what you learned, and what’s in place now to ensure it will never happen again. 

• Rustle up some results 

Once you’ve grabbed their attention, drive the weight of the case study home with transformational facts and figures. Demonstrate the real and measurable change your client was able to effect with you by their side.  

Are there any tangible stats you can fling into the faces of your audience members? An increase in traffic? An uptick in sales? A boost in brand visibility?  

If you don’t have any substantial stats, you could frame a picture of the future using the results your service has provided as a springboard. Just make sure to keep them grounded in reality.

When’s the best time to present my case study? 

Again, every audience – and every presentation – is different, but – 90% of the time – the best place for a case study is towards the end of your presentation. By this point, you’ll have pulled on their emotional responses, shown you have a solution that their gut says is perfect for them, but they’ll be looking for something credible to seal the deal. 

Try to move seamlessly from presenting the solution to backing it up with a relevant case study. And you may want to think about including one case study per solution, so that you’re never lacking for proof points.  

How to present a case study slide. 

You’ve written your case study story. You know where it’s going to go in your deck. Now you just need to build the thing.  

Remember that all your presentation principles should still hold true for this portion of your deck. Stick to one big idea per page, minimal on-slide copy, engaging visuals, and rich detail hiding inside the speaker notes. 

Your case study may warrant one slide per stage of the structure. Or all four stages might be more impactful on one. It all depends on how many ideas you’re trying to communicate, and how overwhelming it all could be if smushed together. 

How to present an interactive case study. 

We think every presentation should be as interactive as possible . And if you use PowerPoint as your vehicle for presenting social proof, it’s a breeze to ease in audience participation.  

Rather than just dumping all your case studies onto the testimonials page of your site, you can create a menu in PowerPoint and let your audience choose which study they want to know more about. Or, if they’re not sure, you can use this opportunity to show your understanding of their world and pick for them.  

Using the same case study in multiple places. 

You can get the most mileage out of your marketing by utilising case studies in multiple ways. It’s best practice to have the cut-down, conversational versions a part of your pitch decks, with more static, text-heavy versions on your website . 

You could even take the same assets and create marketing videos for platforms like LinkedIn , Instagram , YouTube , or TikTok – depending on the viewing habits of your prospects.  

The important thing here is to keep all the iterations of your case studies up to the same impeccable standard. You should be able to craft a narrative flow for your audience whether they’re actively being presented to, left to read through a written case study, or browsing through video versions of your testimonials.  

And that means creating bespoke case study presentations, not just using a rubbish template.  

Where to find the best case study templates. 

If we’re being brutally honest, there isn’t a good PowerPoint case study template anywhere. And that’s because every case study is totally unique. The value of a good case study lies in the personalised journey that it takes your audience on.  

Basically, if you want to make an impact, you can’t cut corners. You need to learn how to spot the most emotively accessible story arc in any study. Once you’ve got that nailed down, you can adapt your own bespoke PowerPoint template to tell that story, and it’ll be better – and more on brand – than any downloadable template you can find online.  

And, once you’ve nailed storytelling for case studies, you’ll be able to apply this new-found skill to any persuasive communication. In other words, you’ll be unstoppable. 

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10+ Successful Case Study Presentation Templates

Immerse yourself in a collection of successful case study presentations that inspire and captivate. Check out different types of case study presentation templates tailored for highlighting long-term engagements, successful product implementations, and problem-solving approaches.

Case studies are and will always be an integral part of the business world hence the need for winning case study templates. Whether it is to analyze internal problems and find solutions or convince a client of your capabilities; case study presentations are always involved in the process.

In the following sections, you will understand what goes into making an impactful case study presentation. Using this information, you will find it easy to convince your audience about your solutions, using a well-structured argument.

What Is A Case Study?

A case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, that convinces the audience for your research. Think of it as a solution, to a well-defined question asked of you. Should the company expand in this market? Should we launch this product? What is the reason for our reduced sales? Why are you the best person for the client’s project offering? All these questions are backed by immaculate case study presentations.

This begs the question, when should one do a case study analysis? Some of the scenarios where case studies become necessary are –

• Convincing clients of the benefits of your services and capabilities.
• Analyzing and presenting solutions to internal issues for a company.
• Offering real-life examples to back your arguments.
• Systematic discussion on the viability of an idea, with respect to the effect on the firm (client or self).

The task here is not only to find a solution but also to influence the audience with your findings. Organizing a lot of information in a succinct and engaging manner for your clients and stakeholders is important. Hence, is a need for an excellent case study presentation template.

Features Of Effective Case Study Presentations

A good case study presentation should be:

• Brief and highlight the essentials
• Clear and concise
• Describe your vision clearly
• Demonstrate the value and benefit the project brings to the business or client
• Consistent in style

Key Elements Of A Winning Case Study Presentation

Before we jump into case study examples, let’s understand the effective structure of a good case study presentation template. A good case study design can be generally structured in the following sections:

This section provides a succinct and effective executive summary for corporate leaders to peruse through quickly.READ MORE: How to write an executive summary?

This section of your case analysis template details the purpose of your analysis. This puts together all the problems that you intend to answer through your case study.

The idea description section is the heart of your case study. It is where you detail your solution, explain the reasoning, and describe why your solution is the best one to follow.

Here is where the administration will be convinced that your idea is worth consideration. You need to explain to your audience that what you are proposing, has a considerable impact on their business or project. Or something like – how clients who used your solution, services, or products benefited financially.

In this final section of your case study slide, you discuss all the planning, considerations, risks, and metrics you will need to execute your solution. Or how you conducted the action steps for your clients to achieve the desired results. What were the Project KPIs , issues, and risks, for the managers and how did you mitigate them?

Tips For Excellent Case Study Presentation

Follow the tips below for a successful case study presentation:

• The Key Points
• Icons and Data
• Designing Scientifically
• Content Is King

1. The Key Points

It is important to highlight the key takeaway in your study, throughout your case study. While choosing or designing your PowerPoint template , you should make sure that each section has enough potential to show the key takeaway, which is your strongest argument, in prominence. Look at the case study presentation template below, and see how you cannot miss the key point without going into the entire report.

2. Icons and Data

Nothing backs your arguments more than hard, quantifiable facts. In today’s terminology, we call these facts, data. Use relevant and key data points and present them in a structured manner in your case study PPT to convince the audience.

Further, use understandable PowerPoint icons to summarize and anchor data points, such that they draw direct attention of the viewer. Icons also provide easier readability to the case study template, as one can simply look for the icon to search for the required information.

3. Designing Scientifically

Presentation designing is not only an art but also a part of science. There are well-studied visual design principles , that raise your chances of success.

• Visual Hierarchy:  Use the  principles of visual hierarchy , and create a contrast between the important information, and the background matter, to draw attention to the right material on the page
• Professional Colors:  Use  effective color schemes  that suit the environment and your pitch, to showcase your professionalism. It takes one wrong color, to create the impression of a sloppy firm. A good tip will be to use the monochromatic theme, which is a classic professional color scheme.
• Engaging Visuals:  You can load your pages with a plethora of information, believing that it will convince your audience. But an overload of text and numbers just disinterests the viewer, weakening your case. Hence use engaging visuals, images, icons, graphs, charts, etc., that keep your viewer interested and convey the information without stressing too much of their grey matter .

4. Content is King

While I have mentioned a general structure for case study examples in the previous section, some points should be remembered to create engaging content.

• Research Thoroughly:  It goes without saying that you should keep your research thorough and inclusive. Research the company, the client, the problem statement, the solution, and every single data you have mentioned in your solution. Also be prepared for things that you are not writing about, such as alternate solutions, market changes, legal hassles, and finer details of your proposals. Under-preparedness or false claims will definitely pull the rug from under you!
• Language of the Professionals:  Instead of using passive language like that of a research paper, use active and action-based language. This language should be persuasive, and engaging. For example, instead of writing “customer numbers increased by 10% in the last year”, use “10% more customers choose our services over others, over the last year.” This simple shift makes it more convincing and exciting for the reader.
• Be client-oriented:  Case studies are an effective marketing tool to convince your clients. So, while creating a case study PPT, keep your clients in your mind. Wear their shoes and ask, what is it that they are looking for, and how can you present it right in front of them!

Different Type Of Case Study Presentation Templates

Find below a multitude of attractive, and impactful case study PowerPoint templates that are ready to use, specifically for business professionals:

To highlight a long-term successful engagement with the client

To showcase a successful product implementation with the client

To showcase detailed client engagement

To present a project’s success in a concise manner

To showcase a detailed problem-solving approach

BONUS: Free Case Study Template

Conducting a case study is a delicate yet enormous task, which needs to be performed carefully, and comprehensively. You need to be well aware of the problem you are solving, and bring out the best solution possible for it. A good case study helps you to support your argument, and convince your audience. Following the tips mentioned above, you can create a sharp, professional, and complete case study for your business, which will give impact and strengthen your argument.

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Case Study Template

AI generated Pitch Deck 🤖

What is a case study?

A case study is a type of research to better understand a particular problem. It mostly focuses on strategies and refers to a specific person, an action, a company, or an event, even. The idea is to understand an overall path a company or person took around a specific goal. The main objective of a case study is to learn beforehand from a particular case or scenario to improve similarly applicable processes. 

To achieve the above, this method seeks to analyze information around a given topic, including its context and all relevant factors that affect it. It goes in-depth on a particular area with the hopes of solving a problem. This kind of analysis is moreover useful to avoid making a similar mistake in the future. 

What makes an excellent case study ppt template?

Most reliable or trust-worthy case studies include lots of evidence. The truth is that case studies base their strength on diverse data to prove what’s typically the same and a single point. Through either quantitative or qualitative approaches, a convincing case study tackles a situation from several angles at once. And it highlights new facts that alter a situation to the point of proving a proposed solution to a common problem. 

How a case study is useful in business

Now that we’ve clarified the definition of a case study, we should get to its importance for a business. The obvious plus to working on a case study for your company is how that knowledge sheds light on your standing processes. Analyzing a client’s experience is an epicenter for tons of new knowledge about your company. Researching a particular case in depth can help you figure out changes you can make to your business. That’s especially true in terms of why a specific action worked beautifully in non-traditional ways to solve rather common trouble. Doing that can ensure you keep delivering top-notch solutions to industry commonalities. 

As if that weren’t enough, writing a case study based on your company is also a great tool to highlight your success. It quickly lets others see what you’ve done right and how you’ve achieved that level. Think what this does to your brand and reputation to solve customer problems extraordinarily; so much so that it makes a case for any industry standard. 

You can write case studies on your most successful programs, for instance, to promote them, but also understand better how those successes came to be. You can then plan on achieving similar results in other projects. Case studies can also help tell a story about your company and share information on your products or services. 

The above alone bears the potential of drawing in new customers. These can be people who are either impressed with your uniqueness in how you handled matters or who simply need similar solutions to their long-standing struggles. A case study that’s very well done will also gain a company a leading positioning as an expert or go-to point in an industry. 

Making the best of failure through case studies

Now, on the other hand, there’s also lots to learn from failure through case studies. Say you read up on common startup mistakes that ruin a business . Through a case study, you could be going deep into at least 1 of the startup myths that kill companies , for example. You’ll be learning through examples that constitute qualitative and quantitative evidence as to why a standard error was uniquely avoided in a particular scenario. 

For those planning to build a startup, case studies give room for foundational knowledge. It’s a way to gain trajectory before going down excruciating roads. Reading up on variables, choices, and circumstances that resulted in failure can prevent you and your company from going in the same direction. 

Case studies that examine decisions made over time, such as funding, IPOs, and investments, make up great examples. And how each of those affected a startup in terms of sales, market growth, projections, and so much more. Persuasive case studies offer alternate solutions and perspectives on matters. 

Case studies on likelihood

And rather than just base this type of analysis on success or failure, some also work on projections. They focus on alternatives that weren’t taken and portray what could’ve happened in diverse scenarios had circumstances changed in one way or another.

Now that those options are out of the way let’s see how to write a convincing case study. 

How to write a case study

If you’re wondering how to write a case study, primarily if you aim to write a convincing one, there are at least five sections for the sake of structure on which you should focus. We’ll describe those shortly. Yet, before you do that, know every case study goes through a state of contemplation. First, look for the key and diverse elements that will help you analyze the problem you’re discussing. 

If you’re trying to write a compelling case study about someone or a company other than yourself, you should go over as much information as you can about them. One missed detail can bring down your hypothesis, so aim to know as much as possible to avoid that. 

For better results yet, clarify for yourself what issue is the precise one you’ll be analyzing. Make sure you come to the bottom of it succinctly. Doing so will help you significantly in the first section that we detail below when you aim to state that for others. 

Once you have the objective of your case study, go through all the required analytic steps before you literally jump to conclusions. Be part of the process, don’t accelerate it ahead of time. Let’s get to the 5 sections we promised. 

Five basic sections of a case study

The first is an introduction that explains the problem. You can see this as a critical issue of a case. 

A piece of advice here if you’re going to write about your company is to define your target audience. Include real figures. Use only crucial information throughout and determine the specific strategy you’ll be discussing. 

Then, position this problem in context by going over background information, which needs to include the most relevant information to said case. Remember, convincing data stands on factual research. 

Do your actual evaluation next. This is where you explain vital elements and the proposed solution to the matter. Be as specific as possible. Focus on what you did right (or wrong, in case you’re studying a failure). Make sure you have a full grasp of the specifics of what happened. Analyze your information and systematize metrics here. Use graphs or other tools to present your results, and state your solution or learnings clearly. 

The wrap-up refers to final steps or recommendations, if not just conclusions drawn from the case.

Ready to write your case study now?

We like being here to make life easier and more efficient for you. Here’s our case study ppt template to use online or download to PDF. You’ll just need to enter your project name on the cover and give an overview on the second slide. Give details on the matter of study or client you’re analyzing via name, size, location, and a short bio. Then, move on to graphs or other visual aids to answer how you assisted this party in the case you’re analyzing. 

From there, describe the challenge you faced through goals, risks, and the problem. Explain your approach with the detailed set of steps you took to come to your solution. Describe that solution in more depth in a new slide before you finish with a display of your main results. 

And there you have it! All you needed to know about case studies with valuable insight, resources, and much more!

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Product management case study with solution: how to solve the crm marketing case study.

• May 26, 2022

Here’s some good news: You don’t need years of experience to come up with an impressive Product Manager case study solution that will get you hired. If you’ve read our ultimate guide on  how to solve a Product Manager case study , you know any that case study question can be solved in four simple steps: 

• Evaluate the need 
• Validate the need 
• Set a goal for the feature
• Decision making

Keep in mind that your case study solution should be situational and contextual to the company your interviewing for. The above steps can help you get it right. 

With that in mind, how do you solve CRM Marketing case studies? Read on for a product management case study with solution walkthrough by one of our Product Gym coaches, Cody Chang , to give you a practical idea. 

We recommend you try solving the case study along with us : think about the questions first, then compare your own product manager case study solution with what we propose. Here’s what we’ll cover:

CRM Marketing Case Study Prompt 

While conducting customer interviews, you discover that service professionals (pros) get a lot of inbound phone calls they aren’t always able to answer right away. For these customers, service pros not getting back to these calls quickly can result in lost business. 

Determine whether you should bring a solution to market. If you do, what does this solution look like and what steps would you take to get it to market? In a 1–3 page document or several slides, outline the steps you’d take to go from zero to one on this idea and bring it to market. 

Here are some things to consider (not exhaustive): 

• How do you validate the problem exists? 
• How do you validate the solution? 
• What is your solution? 
• How do you bring the solution to market? 
• How do you know if it’s successful or not? 
• Who are your key stakeholders? 
• How do you monetize this solution? 

You will need to make a variety of assumptions throughout this exercise, please state those assumptions in your document. Please plan to spend no more than two hours on this exercise and send it back to me at least three hours ahead of our scheduled time. 

Want to follow along as you read the case study solution? Get more insight by watching the full presentation walk-through:

Product Manager Case Study Solution: Step 1

To get started, let’s recap the information above in a simplified form: 

• Company:  A CRM marketing tool. 
• What they do:  Connect tradespeople with leads. 
• Problem:  The tool is getting leads to the tradespeople, but they are not answering leads. 

In this scenario, we’re imagining a service professional, such as an HVAC technician, electrician, or plumber, who has the CRM tool installed on their phone or computer. However, though customer leads are pinging them, calling, or providing their information on a form, the service professionals are not getting back to them. 

Like with everything in product management, always start with the user when solving Product Manager case study interview questions. You should have a clear idea of the user persona, their needs, and their pain points. 

In this case, there are three different parties involved: 

1. The person that needs help

In this case, the customer making the call needs help. We can further group them in terms of urgency: 

• Immediate and needs their problem fixed as soon as possible (“ The toilet pipe in my bathroom just burst!” )
• Mid-level and can be solved within the week ( “My refrigerator is leaking some water but I can probably put a towel over it.” )
• Important but not urgent ( “My dishwasher’s door handle is loose and may fall off soon.” )

2. The service professional 

• This group would like to be matched with quality jobs such as those that pay well and don’t take too much of their time. 

3. The company/third party technician

• The CRM company is responsible for ensuring the service professionals receives qualified leads, i.e., you as the Product Manager or the company representative. 

Assumptions

Exploring the user personas above brings to light some assumptions we are making as a Product Manager. This is a stated requirement in this question, but make sure to include them early on in your Product Manager case study presentation, whether outlined or not. 

In this case, some early assumptions we are making are: 

• All leads are received by the service person but they are choosing to ignore them — it is not a technical problem such as the CRM’s servers being down. The company likely has already troubleshot for this. 
• The end-user, or the person in need, is going through a process to request help — could be a form or email routed through the CRM. 
• A qualified lead is a customer that has an actual need that requires a professional. 
• Calls are equal to an service professional request and not just general inquiries or exploratory calls. 

There are a lot of assumptions you could add to the list above. Many come to you as you solve your case study questions, so keep an open-ended list as you unpack your solution. 

Product Manager Case Study Solution: Step 2

Next, we need to validate the need . Here is where the data and metrics come in. If we think about the problem as a funnel, these questions come up in our analytics:

• What is the follow-up % that has been made already to missed calls? 
• How many follow-ups per missed call are there? 
• How many missed calls per service professional or per request? 
• Of the missed calls/callbacks, how many resulted in business/closes? 

It is possible to confirm that there is an actual problem from the above analytics. In this case, the data shows that the service professionals are following up on requests, but they are doing it too late. So, we want to unpack why the service professional is not responding to the requests on time.

Could it be that the leads come in when they are too busy to answer? Or maybe they are not quality leads? This is where the next step comes in. 

Product Management Case Study Solution: Step 3

Now that the need is validated, we can now work through the possible solutions to the problems outlined. Remember to keep the user in mind to ensure you are solving their pain points. 

In this section, you should list down all possible solutions or Minimum Viable Products (MVPs). 

Solve to Qualify the Leads

• What is their location radius? 
• What budget are they willing to work with?
• What is their area of expertise? 

This filter solves the need for the qualification of leads. 

If a service professional receives a qualified lead but still does not respond to it, it’s time to think about the next problem that the leads come in when they are too busy to answer. This brings us to our second solution:

Reminder for a Service Professional to Follow up 

This involves an auto dialler or auto-reminder. It could be through an email, text, or dashboard notification on the CRM’s desktop or mobile app. This needs to be done in a timely way and should prompt them to take action. This could be a CRM tool on its own where the information from the request form is sent to a ticketing system where the service professional can see it listed. 

Redirect Requests

Another solution would be for the service professionals to bid on requests, or have the option to redirect the request to another person. 

A service professional can choose to take the request or forward it to another person if they are unavailable. Also, a lead is automatically redirected to another service professional if the request is not responded to within a certain period. This could also incentivize the service professionals to respond quickly otherwise they lose business. 

Product Manager Case Study Solution: Step 4

Now you need to make the key decisions that will inform your presentation. Here’s what you should nail down: 

Designs/ Wireframes/ Areas of Improvement 

If your case study requires designs, consider where you would make the above changes in the CRM interface. What or how would you change the interaction model to achieve success? 

Pictures do speak louder than words, and as a Product Manager, your designs should do the same. The best way to ensure that everybody understands your product is to include wireframes and preliminary designs in your presentation. 

In this case, being an isolated design, we would draw out the forms that the end-users and service professionals would use. For the latter, a mobile-phone wireframe is probably best, given that the users are constantly out in the field. 

Case Study Presentation Pro Tip

If you are working on a product that already exists for your PM case study question, embed your solution within the product’s actual design to earn extra points. Google the product to find images of its interface and consider how you would change the interactions with the user to meet the requirements of the case study or achieve greater success. 

Engineering/User Stories 

Your Product Manager case study presentation will also include the user stories that the engineer would need to build the product. Here is an example of the stories for this product: 

As an end-user, I want to send my request to a service professional about my “problem” so that they can call me back. 

Acceptance criteria: 

Show header text: Request for service professional 

• Subtext: Describe your problem
• Show text field for the user, limit it to 500 characters 
• Toilet leak 
• Show scrubber tool of budget min and max 

Data/Analytics

The next part is all about the numbers: 

• Form completion rate (open/start vs. submit) 
• Form completion time 
• Click through on the form from service professionals 
• Accept vs. reject rate of calls and forms 
• Number of completed forms 
• Number of returned or answered calls 
• Number of closed leads 
• Number of reviews/ net promoter score (NPS) 
• Number of form rejections by service professionals 
• Qualified vs. unqualified leads 
• Number of unanswered qualified leads 

Future Iterations 

If you were successful in your MVP release, what later iterations would you have to further improve this product? Write them down in the form of a user story. 

Just like we did in the step above, try creating your own user stories for this section. Make sure that your stories are based on a marketplace. 

Potential Challenges 

To come up with potential challenges, think about the product lifecycle and its release: 

• Where do you feel that there would be a difficulty? 
• How would you solve it? 

This is the slide of your Product Manager case study solution to showcase your prior Product Manager experience and expertise. This part of your answer allows you to showcase to your interviewer that you are a retrospective Product Manager who reviews the data of your past launches and applies the learnings in the future. 

For example, a Product Manager with a business operations background would have a unique point of view on the questions above: 

• Challenge 1: Service professionals may not be properly trained to handle missed calls or access the information on the forms.
• Challenge 2: End-users may have a problem communicating the depth or scope of the problem because they are not professionals. 

There are many more potential challenges that may come up. Be sure to add all the ones that are relevant to your product. 

Executive Summary 

This is the last section of the Product Manager Case study presentation. Here is where you outline all the parts of your case study. Not everyone is going to pay attention as you go through your presentation, so the executive summary gives them a chance to “catch up” on your process and solution. 

Briefly outline: 

• What you know/don’t know
• Assumptions 
• Validation of the problem 
• The solution 
• How to measure success or how you would pivot 

In this question’s case: 

• No technical issues 
• (all other assumptions you generated) 
• MVP = Create a form to validate lead quality. 
• Number of completed forms, calls answered or followed up, closed business. 

Remember to incorporate the questions asked in the prompt in your summary. Be careful not to leave out any information that is important to solving the question. 

Ace Your Product Manager Case Study Solution and Presentation

There you have it, a step-by-step breakdown of how to solve your next Product Manager case study. Need more practice solving case studies for product management? Here’s our ultimate guide on case study questions , complete with case study question examples by topic.

If you still need help solving your case study, ​​ schedule a free call with us. We will walk you through possible first impressions, solutions, and presentations that may come in handy in your next Product Manager interview. 

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ABCDEF: The 6 Step Method To Crack Case Study Competitions

By parag nawani.

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However clichéd it may sound but it is true that well begun is half done. So, it is crucial to start in a proper manner as this will set the foundation for your overall presentation. You should read the case study thoroughly by giving it a significant amount of time. You should be able to figure out what exactly is it that the case wants from you. You should be able to identify the crux of the case, around which the presentation of your team will revolve.

Brainstorming

The 2 nd step is to brainstorm with your team to generate ideas which your team will provide to the company. The team members should think of ideas individually first, and then they should discuss the ideas among themselves- this enables generation of more ideas. This step will give you the opportunity to apply your theoretical knowledge to the case solution. Try to remember all those relevant classroom things, and try to see if any of those concepts fit in with your suggestions. It is always good to present your solutions with the help of theories/frameworks. You should propose 2-3 concrete ideas, rather than more number of solutions; and also try to present the implementation plans of those solutions. Remember, you should go for depth rather than width.

Content Planning

In most of the case competitions, students are expected to present their solutions in the form of a Power Point presentation. By content planning, I mean that you should plan the content for each slide. Discuss with your team members the order in which you want to present the ideas, and try to maintain an approximately equal amount of content on each slide. You can also interchange among text and infographics to cover the vacant space. Often, there is a limit on the number of slides. It becomes imperative to present your recommendations in a planned, coherent, concise and efficient manner.

I think this is the step which most students tend to forget. They directly start putting the content in the slides, and often the result is a PPT in which you have to use different–sized fonts for the sake of filling up the vacant space. I faced a similar problem when I was working on the TATA STEEL-A-THON case. Due to lack of pre-planning, we had to spend a lot of time on altering the content of the presentation. Through this step, you will save extra efforts to modify the flow of the presentation, which might be required if planning is not done beforehand.

Dividing the work

It is advisable to make such a team for the competition, which has diverse skill-sets required for the event. For example, an event might require some amount of technical knowledge, so a person with prior experience in the same field will make a good team member. Similarly, an expert in PowerPoint presentation will help you with the design.

When I decided to make a team for TATA Motors MINDROVER Season 6 (which had a case on TATA HEXA), I approached one of my batch mates who had a prior work ex in the Automobile industry, and I should say that his experience certainly helped our team reach the national finals in the event.

After the Content Planning, the next step is to divide the work among your team members. You can divide the work, based on your solutions, or you can also divide based on a particular task, like one person can do the PPT design work, and one can perform the primary research, etc.

Secondary research is very important to collect the relevant data required to solve the case study. After the above four steps are completed, every team member should know what information s/he is required to find out. Sometimes, you are unable to find out the exact data which is required, in that case, you should try to mould your solution according to the information available.

There are many sources available on Internet, in which important information is readily available- like ibef.org, statista.com , etc. Also, there are reports published by consulting companies, like PWC, EY, McKinsey , etc. on various topics, which could be of your help. It is always good to present relevant information from trusted sources to back your ideas.

A PowerPoint presentation is a powerful way to express your ideas. It is because of this aesthetic ability of a PowerPoint presentation that the companies expect students to create a brilliant PPT which is simple yet visually appealing. Selecting an apt background, applying a good template, choosing an appropriate font, etc. - all these things are parts of furnishing a PPT. There are many resources available online-like Slide model, POPP, Creative Venus , etc. where you will get many design ideas to be used in your PPT.

In the case competitions I participated, the work of furnishing was allotted to a single person. All other were required to provide the data of their slides to this person, and she transforms all those slides into a wonderful PPT. This ensures uniformity and consistency throughout the PPT.

Lastly, Corporate Competitions are big CV points. They would give you a discussion-topic in your placement interviews. Many companies offer PPO/PPI opportunities to students performing excellently in their competitions. I would also advise you that doing well in these case events is a matter of persistence. Participating in as many events would make you better. This method provides just the initial 6 steps to perform well in such events. The next 20 are in your hands!

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Bhanuprakash Reddy

Really helpful for everyone

18 Jun 2018, 01.19 PM

+Read Replies (1)

Parag Nawani

He is a 2nd year PGPM student at IIM Rohtak. He completed his Summer Internship from Patanjali Ayurved Ltd. in Finance and Accounting role. He is a mechanical engineer from IIITDM Jabalpur. His team was one of the national finalists in TATA Motors MindRover Season 6, and in Credit Research Challenge 2018 organized by AIWMI and NISM.

18 Jun 2018, 01.23 PM |

Ankit Gupta

Ankit is an avid sportsperson and a dreamer. He is currently pursuing MBA from IIM Rohtak. With a work experience in Information Technology sector from Technology giant IBM and FMCG & E-Commerce experience from the fastest growing FMCG giant Patanjali Ayurved Limited, He wishes to work for a company looking for change in growth trajectory, marketing strategies, omni-channel marketing, business development and team building.

Very nicely written. Keep up the good work parag!

18 Jun 2018, 02.21 PM

18 Jun 2018, 03.52 PM |

Venkatesh Pasumarthi

I am very passionate and hardworking.

Thank you very much, I was interning at Tata Advanced systems and given a case for their newly establishing aero engines venture I have to make a report this is very helpful to me.

18 Jun 2018, 06.40 PM

18 Jun 2018, 06.48 PM |

Milind Sukhtankar

Your team's TATA Mindrover presentation was really nice.Keep up the good work !

19 Jun 2018, 02.16 AM

+Read Replies (2)

Hain? How do you say that?

19 Jun 2018, 12.10 PM |

Thank you. By the way.

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Hot Oceans Worsened Dubai’s Dramatic Flooding, Scientists Say

An international team of researchers found that heavy rains had intensified in the region, though they couldn’t say for sure how much climate change was responsible.

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By Raymond Zhong

Scenes of flood-ravaged neighborhoods in one of the planet’s driest regions stunned the world this month. Heavy rains in the United Arab Emirates and Oman submerged cars, clogged highways and killed at least 21 people. Flights out of Dubai’s airport, a major global hub, were severely disrupted.

The downpours weren’t a total surprise — forecasters had anticipated the storms several days earlier and issued warnings. But they were certainly unusual.

Here’s what to know.

Heavy rain there is rare, but not unheard-of.

On average, the Arabian Peninsula receives a scant few inches of rain a year, although scientists have found that a sizable chunk of that precipitation falls in infrequent but severe bursts, not as periodic showers. These rains often come during El Niño conditions like the ones the world is experiencing now.

U.A.E. officials said the 24-hour rain total on April 16 was the country’s largest since records there began in 1949 . And parts of the nation had already experienced an earlier round of thunderstorms in March.

Oman, with its coastline on the Arabian Sea, is also vulnerable to tropical cyclones. Past storms there have brought torrential rain, powerful winds and mudslides, causing extensive damage.

Global warming is projected to intensify downpours.

Stronger storms are a key consequence of human-caused global warming. As the atmosphere gets hotter, it can hold more moisture, which can eventually make its way down to the earth as rain or snow.

But that doesn’t mean rainfall patterns are changing in precisely the same way across every part of the globe.

In their latest assessment of climate research , scientists convened by the United Nations found there wasn’t enough data to have firm conclusions about rainfall trends in the Arabian Peninsula and how climate change was affecting them. The researchers said, however, that if global warming were to be allowed to continue worsening in the coming decades, extreme downpours in the region would quite likely become more intense and more frequent.

Hot oceans are a big factor.

An international team of scientists has made a first attempt at estimating the extent to which climate change may have contributed to April’s storms. The researchers didn’t manage to pin down the connection precisely, though in their analysis, they did highlight one known driver of heavy rain in the region: above-normal ocean temperatures.

Large parts of the Indian, Pacific and Atlantic Oceans have been hotter than usual recently, in part because of El Niño and other natural weather cycles, and in part because of human-induced warming .

When looking only at El Niño years, the scientists estimated that storm events as infrequent as this month’s delivered 10 percent to 40 percent more rain to the region than they would in a world that hadn’t been warmed by human activities. They cautioned, however, that these estimates were highly uncertain.

“Rainfall, in general, is getting more extreme,” said Mansour Almazroui, a climate scientist at King Abdulaziz University in Jeddah, Saudi Arabia, and one of the researchers who contributed to the analysis.

The analysis was conducted by scientists affiliated with World Weather Attribution, a research collaboration that studies extreme weather events shortly after they occur. Their findings about this month’s rains haven’t yet been peer reviewed, but are based on standardized methods .

The role of cloud seeding isn’t clear.

The U.A.E. has for decades worked to increase rainfall and boost water supplies by seeding clouds. Essentially, this involves shooting particles into clouds to encourage the moisture to gather into larger, heavier droplets, ones that are more likely to fall as rain or snow.

Cloud seeding and other rain-enhancement methods have been tried around the world, including in Australia, China, India, Israel, South Africa and the United States. Studies have found that these operations can, at best, affect precipitation modestly — enough to turn a downpour into a bigger downpour, but probably not a drizzle into a deluge.

Still, experts said pinning down how much seeding might have contributed to this month’s storms would require detailed study.

“In general, it is quite a challenge to assess the impact of seeding,” said Luca Delle Monache, a climate scientist at the Scripps Institution of Oceanography in La Jolla, Calif. Dr. Delle Monache has been leading efforts to use artificial intelligence to improve the U.A.E.’s rain-enhancement program.

An official with the U.A.E.’s National Center of Meteorology, Omar Al Yazeedi, told news outlets that the agency didn’t conduct any seeding during the latest storms. His statements didn’t make clear, however, whether that was also true in the hours or days before.

Mr. Al Yazeedi didn’t respond to emailed questions from The New York Times, and Adel Kamal, a spokesman for the center, didn’t have further comment.

Cities in dry places just aren’t designed for floods.

Wherever it happens, flooding isn’t just a matter of how much rain comes down. It’s also about what happens to all that water once it’s on the ground — most critically, in the places people live.

Cities in arid regions often aren’t designed to drain very effectively. In these areas, paved surfaces block rain from seeping into the earth below, forcing it into drainage systems that can easily become overwhelmed.

One recent study of Sharjah , the capital of the third-largest emirate in the U.A.E., found that the city’s rapid growth over the past half-century had made it vulnerable to flooding at far lower levels of rain than before.

Omnia Al Desoukie contributed reporting.

Raymond Zhong reports on climate and environmental issues for The Times. More about Raymond Zhong