synopsis of case study

All You Wanted to Know About How to Write a Case Study

synopsis of case study

What do you study in your college? If you are a psychology, sociology, or anthropology student, we bet you might be familiar with what a case study is. This research method is used to study a certain person, group, or situation. In this guide from our dissertation writing service , you will learn how to write a case study professionally, from researching to citing sources properly. Also, we will explore different types of case studies and show you examples — so that you won’t have any other questions left.

What Is a Case Study?

A case study is a subcategory of research design which investigates problems and offers solutions. Case studies can range from academic research studies to corporate promotional tools trying to sell an idea—their scope is quite vast.

What Is the Difference Between a Research Paper and a Case Study?

While research papers turn the reader’s attention to a certain problem, case studies go even further. Case study guidelines require students to pay attention to details, examining issues closely and in-depth using different research methods. For example, case studies may be used to examine court cases if you study Law, or a patient's health history if you study Medicine. Case studies are also used in Marketing, which are thorough, empirically supported analysis of a good or service's performance. Well-designed case studies can be valuable for prospective customers as they can identify and solve the potential customers pain point.

Case studies involve a lot of storytelling – they usually examine particular cases for a person or a group of people. This method of research is very helpful, as it is very practical and can give a lot of hands-on information. Most commonly, the length of the case study is about 500-900 words, which is much less than the length of an average research paper.

The structure of a case study is very similar to storytelling. It has a protagonist or main character, which in your case is actually a problem you are trying to solve. You can use the system of 3 Acts to make it a compelling story. It should have an introduction, rising action, a climax where transformation occurs, falling action, and a solution.

Here is a rough formula for you to use in your case study:

Problem (Act I): > Solution (Act II) > Result (Act III) > Conclusion.

Types of Case Studies

The purpose of a case study is to provide detailed reports on an event, an institution, a place, future customers, or pretty much anything. There are a few common types of case study, but the type depends on the topic. The following are the most common domains where case studies are needed:

Types of Case Studies

  • Historical case studies are great to learn from. Historical events have a multitude of source info offering different perspectives. There are always modern parallels where these perspectives can be applied, compared, and thoroughly analyzed.
  • Problem-oriented case studies are usually used for solving problems. These are often assigned as theoretical situations where you need to immerse yourself in the situation to examine it. Imagine you’re working for a startup and you’ve just noticed a significant flaw in your product’s design. Before taking it to the senior manager, you want to do a comprehensive study on the issue and provide solutions. On a greater scale, problem-oriented case studies are a vital part of relevant socio-economic discussions.
  • Cumulative case studies collect information and offer comparisons. In business, case studies are often used to tell people about the value of a product.
  • Critical case studies explore the causes and effects of a certain case.
  • Illustrative case studies describe certain events, investigating outcomes and lessons learned.

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Case Study Format

The case study format is typically made up of eight parts:

  • Executive Summary. Explain what you will examine in the case study. Write an overview of the field you’re researching. Make a thesis statement and sum up the results of your observation in a maximum of 2 sentences.
  • Background. Provide background information and the most relevant facts. Isolate the issues.
  • Case Evaluation. Isolate the sections of the study you want to focus on. In it, explain why something is working or is not working.
  • Proposed Solutions. Offer realistic ways to solve what isn’t working or how to improve its current condition. Explain why these solutions work by offering testable evidence.
  • Conclusion. Summarize the main points from the case evaluations and proposed solutions. 6. Recommendations. Talk about the strategy that you should choose. Explain why this choice is the most appropriate.
  • Implementation. Explain how to put the specific strategies into action.
  • References. Provide all the citations.

How to Write a Case Study

Let's discover how to write a case study.

How to Write a Case Study

Setting Up the Research

When writing a case study, remember that research should always come first. Reading many different sources and analyzing other points of view will help you come up with more creative solutions. You can also conduct an actual interview to thoroughly investigate the customer story that you'll need for your case study. Including all of the necessary research, writing a case study may take some time. The research process involves doing the following:

  • Define your objective. Explain the reason why you’re presenting your subject. Figure out where you will feature your case study; whether it is written, on video, shown as an infographic, streamed as a podcast, etc.
  • Determine who will be the right candidate for your case study. Get permission, quotes, and other features that will make your case study effective. Get in touch with your candidate to see if they approve of being part of your work. Study that candidate’s situation and note down what caused it.
  • Identify which various consequences could result from the situation. Follow these guidelines on how to start a case study: surf the net to find some general information you might find useful.
  • Make a list of credible sources and examine them. Seek out important facts and highlight problems. Always write down your ideas and make sure to brainstorm.
  • Focus on several key issues – why they exist, and how they impact your research subject. Think of several unique solutions. Draw from class discussions, readings, and personal experience. When writing a case study, focus on the best solution and explore it in depth. After having all your research in place, writing a case study will be easy. You may first want to check the rubric and criteria of your assignment for the correct case study structure.

Read Also: 'CREDIBLE SOURCES: WHAT ARE THEY?'

Although your instructor might be looking at slightly different criteria, every case study rubric essentially has the same standards. Your professor will want you to exhibit 8 different outcomes:

  • Correctly identify the concepts, theories, and practices in the discipline.
  • Identify the relevant theories and principles associated with the particular study.
  • Evaluate legal and ethical principles and apply them to your decision-making.
  • Recognize the global importance and contribution of your case.
  • Construct a coherent summary and explanation of the study.
  • Demonstrate analytical and critical-thinking skills.
  • Explain the interrelationships between the environment and nature.
  • Integrate theory and practice of the discipline within the analysis.

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Case Study Outline

Let's look at the structure of an outline based on the issue of the alcoholic addiction of 30 people.

Introduction

  • Statement of the issue: Alcoholism is a disease rather than a weakness of character.
  • Presentation of the problem: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there.
  • Explanation of the terms: In the past, alcoholism was commonly referred to as alcohol dependence or alcohol addiction. Alcoholism is now the more severe stage of this addiction in the disorder spectrum.
  • Hypotheses: Drinking in excess can lead to the use of other drugs.
  • Importance of your story: How the information you present can help people with their addictions.
  • Background of the story: Include an explanation of why you chose this topic.
  • Presentation of analysis and data: Describe the criteria for choosing 30 candidates, the structure of the interview, and the outcomes.
  • Strong argument 1: ex. X% of candidates dealing with anxiety and depression...
  • Strong argument 2: ex. X amount of people started drinking by their mid-teens.
  • Strong argument 3: ex. X% of respondents’ parents had issues with alcohol.
  • Concluding statement: I have researched if alcoholism is a disease and found out that…
  • Recommendations: Ways and actions for preventing alcohol use.

Writing a Case Study Draft

After you’ve done your case study research and written the outline, it’s time to focus on the draft. In a draft, you have to develop and write your case study by using: the data which you collected throughout the research, interviews, and the analysis processes that were undertaken. Follow these rules for the draft:

How to Write a Case Study

  • Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references.
  • In the introduction, you should set the pace very clearly. You can even raise a question or quote someone you interviewed in the research phase. It must provide adequate background information on the topic. The background may include analyses of previous studies on your topic. Include the aim of your case here as well. Think of it as a thesis statement. The aim must describe the purpose of your work—presenting the issues that you want to tackle. Include background information, such as photos or videos you used when doing the research.
  • Describe your unique research process, whether it was through interviews, observations, academic journals, etc. The next point includes providing the results of your research. Tell the audience what you found out. Why is this important, and what could be learned from it? Discuss the real implications of the problem and its significance in the world.
  • Include quotes and data (such as findings, percentages, and awards). This will add a personal touch and better credibility to the case you present. Explain what results you find during your interviews in regards to the problem and how it developed. Also, write about solutions which have already been proposed by other people who have already written about this case.
  • At the end of your case study, you should offer possible solutions, but don’t worry about solving them yourself.

Use Data to Illustrate Key Points in Your Case Study

Even though your case study is a story, it should be based on evidence. Use as much data as possible to illustrate your point. Without the right data, your case study may appear weak and the readers may not be able to relate to your issue as much as they should. Let's see the examples from essay writing service :

‍ With data: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there. Without data: A lot of people suffer from alcoholism in the United States.

Try to include as many credible sources as possible. You may have terms or sources that could be hard for other cultures to understand. If this is the case, you should include them in the appendix or Notes for the Instructor or Professor.

Finalizing the Draft: Checklist

After you finish drafting your case study, polish it up by answering these ‘ask yourself’ questions and think about how to end your case study:

  • Check that you follow the correct case study format, also in regards to text formatting.
  • Check that your work is consistent with its referencing and citation style.
  • Micro-editing — check for grammar and spelling issues.
  • Macro-editing — does ‘the big picture’ come across to the reader? Is there enough raw data, such as real-life examples or personal experiences? Have you made your data collection process completely transparent? Does your analysis provide a clear conclusion, allowing for further research and practice?

Problems to avoid:

  • Overgeneralization – Do not go into further research that deviates from the main problem.
  • Failure to Document Limitations – Just as you have to clearly state the limitations of a general research study, you must describe the specific limitations inherent in the subject of analysis.
  • Failure to Extrapolate All Possible Implications – Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings.

How to Create a Title Page and Cite a Case Study

Let's see how to create an awesome title page.

Your title page depends on the prescribed citation format. The title page should include:

  • A title that attracts some attention and describes your study
  • The title should have the words “case study” in it
  • The title should range between 5-9 words in length
  • Your name and contact information
  • Your finished paper should be only 500 to 1,500 words in length.With this type of assignment, write effectively and avoid fluff

Here is a template for the APA and MLA format title page:

There are some cases when you need to cite someone else's study in your own one – therefore, you need to master how to cite a case study. A case study is like a research paper when it comes to citations. You can cite it like you cite a book, depending on what style you need.

Citation Example in MLA ‍ Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.
Citation Example in APA ‍ Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.
Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.

Case Study Examples

To give you an idea of a professional case study example, we gathered and linked some below.

Eastman Kodak Case Study

Case Study Example: Audi Trains Mexican Autoworkers in Germany

To conclude, a case study is one of the best methods of getting an overview of what happened to a person, a group, or a situation in practice. It allows you to have an in-depth glance at the real-life problems that businesses, healthcare industry, criminal justice, etc. may face. This insight helps us look at such situations in a different light. This is because we see scenarios that we otherwise would not, without necessarily being there. If you need custom essays , try our research paper writing services .

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Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. If you’re having trouble with your case study, help with essay request - we'll help. EssayPro writers have read and written countless case studies and are experts in endless disciplines. Request essay writing, editing, or proofreading assistance from our custom case study writing service , and all of your worries will be gone.

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Methodology

  • What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

  • Provide new or unexpected insights into the subject
  • Challenge or complicate existing assumptions and theories
  • Propose practical courses of action to resolve a problem
  • Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

  • Exemplify a theory by showing how it explains the case under investigation
  • Expand on a theory by uncovering new concepts and ideas that need to be incorporated
  • Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

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In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

  • Normal distribution
  • Degrees of freedom
  • Null hypothesis
  • Discourse analysis
  • Control groups
  • Mixed methods research
  • Non-probability sampling
  • Quantitative research
  • Ecological validity

Research bias

  • Rosenthal effect
  • Implicit bias
  • Cognitive bias
  • Selection bias
  • Negativity bias
  • Status quo bias

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If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. (2023, November 20). What Is a Case Study? | Definition, Examples & Methods. Scribbr. Retrieved March 25, 2024, from https://www.scribbr.com/methodology/case-study/

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How to Write a Research Synopsis: Template, Examples, & More

Last Updated: February 12, 2024 Fact Checked

Research Synopsis Template

  • Organizing & Formatting
  • Writing Your Synopsis
  • Reviewing & Editing

This article was reviewed by Gerald Posner and by wikiHow staff writer, Raven Minyard, BA . Gerald Posner is an Author & Journalist based in Miami, Florida. With over 35 years of experience, he specializes in investigative journalism, nonfiction books, and editorials. He holds a law degree from UC College of the Law, San Francisco, and a BA in Political Science from the University of California-Berkeley. He’s the author of thirteen books, including several New York Times bestsellers, the winner of the Florida Book Award for General Nonfiction, and has been a finalist for the Pulitzer Prize in History. He was also shortlisted for the Best Business Book of 2020 by the Society for Advancing Business Editing and Writing. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 220,048 times.

A research synopsis describes the plan for your research project and is typically submitted to professors or department heads so they can approve your project. Most synopses are between 3,000 and 4,000 words and provide your research objectives and methods. While the specific types of information you need to include in your synopsis may vary depending on your department guidelines, most synopses include the same basic sections. In this article, we’ll walk you step-by-step through everything you need to know to write a synopsis for research.

Things You Should Know

  • Begin your research synopsis by introducing the question your research will answer and its importance to your field.
  • List 2 or 3 specific objectives you hope to achieve and how they will advance your field.
  • Discuss your methodology to demonstrate why the study design you chose is appropriate for your research question.

synopsis of case study

Organizing Your Research Synopsis

Step 1 Follow the formatting guidelines provided by your instructor.

  • Find out what citation format you’re supposed to use, as well as whether you’re expected to use parenthetical references or footnotes in the body of your synopsis.
  • If you have questions about anything in your guidelines, ask your instructor or advisor to ensure you follow them correctly.

Step 2 Set up the headings for your sections.

  • Title: the title of your study
  • Abstract: a summary of your research synopsis
  • Introduction: identifies and describes your research question
  • Literature Review: a review of existing relevant research
  • Objectives: goals you hope to accomplish through your study
  • Hypotheses: results you expect to find through your research
  • Methodology and methods: explains the methods you’ll use to complete your study
  • References: a list of any references used in citations

Tip: Your synopsis might have additional sections, depending on your discipline and the type of research you're conducting. Talk to your instructor or advisor about which sections are required for your department.

Step 3 Format your references.

  • Keep in mind that you might not end up using all the sources you initially found. After you've finished your synopsis, go back and delete the ones you didn't use.

Writing Your Research Synopsis

Step 1 Format your title page following your instructor’s guidelines.

  • Your title should be a brief and specific reflection of the main objectives of your study. In general, it should be under 50 words and should avoid unneeded phrases like “an investigation into.”
  • On the other hand, avoid a title that’s too short, as well. For example, a title like “A Study of Urban Heating” is too short and doesn’t provide any insight into the specifics of your research.

Step 2 Identify your research problem with the introduction.

  • The introduction allows you to explain to your reader exactly why the question you’re trying to answer is vital and how your knowledge and experience make you the best researcher to tackle it.
  • Support most of the statements in your introduction with other studies in the area that support the importance of your question. For example, you might cite a previous study that mentions your problem as an area where further research needs to be done.
  • The length of your introduction will vary depending on the overall length of your synopsis as well as the ultimate length of your eventual paper after you’ve finished your research. Generally, it will cover the first page or two of your synopsis.

Step 3 In your literature review, describe the work done by other researchers.

  • For example, try finding relevant literature through educational journals or bulletins from organizations like WHO and CDC.
  • Typically, a thorough literature review discusses 8 to 10 previous studies related to your research problem.
  • As with the introduction, the length of your literature review will vary depending on the overall length of your synopsis. Generally, it will be about the same length as your introduction.
  • Try to use the most current research available and avoid sources over 5 years old.

Step 4 Set forth the goals or objectives for your research project.

  • For example, an objective for research on urban heating could be “to compare urban heat modification caused by vegetation of mixed species considering the 5 most common urban trees in an area.”
  • Generally, the overall objective doesn’t relate to solving a specific problem or answering a specific question. Rather, it describes how your particular project will advance your field.
  • For specific objectives, think in terms of action verbs like “quantify” or “compare.” Here, you’re hoping to gain a better understanding of associations between particular variables.

Step 5 List your hypotheses for your research project.

  • Specify the sources you used and the reasons you have arrived at your hypotheses. Typically, these will come from prior studies that have shown similar relationships.
  • For example, suppose a prior study showed that children who were home-schooled were less likely to be in fraternities or sororities in college. You might use that study to back up a hypothesis that home-schooled children are more independent and less likely to need strong friendship support networks.

Step 6 Discuss the methodology and methods you’ll use in your research.

  • Expect your methodology to be at least as long as either your introduction or your literature review, if not longer. Include enough detail that your reader can fully understand how you’re going to carry out your study.
  • This section of your synopsis may include information about how you plan to collect and analyze your data, the overall design of your study, and your sampling methods, if necessary. Include information about the study setting, like the facilities and equipment that are available to you to carry out your study.
  • For example, your research work may take place in a hospital, and you may use cluster sampling to gather data.

Step 7 Complete your abstract last.

  • Use between 100 and 200 words to give your readers a basic understanding of your research project.
  • Include a clear statement of the problem, the main goals or objectives of your study, the theories or conceptual framework your research relies upon, and the methods you’ll use to reach your goals or objectives.

Tip: Jot down a few notes as you draft your other sections that you can compile for your abstract to keep your writing more efficient.

Reviewing and Editing Your Research Synopsis

Step 1 Take a break before you start editing.

  • If you don’t have that kind of time because you’re up against a deadline, at least take a few hours away from your synopsis before you go back to edit it. Do something entirely unrelated to your research, like taking a walk or going to a movie.

Step 2 Edit for clarity and concision.

  • Eliminate sentences that don’t add any new information. Even the longest synopsis is a brief document—make sure every word needs to be there and counts for something.
  • Get rid of jargon and terms of art in your field that could be better explained in plain language. Even though your likely readers are people who are well-versed in your field, providing plain language descriptions shows you know what you’re talking about. Using jargon can seem like you’re trying to sound like you know more than you actually do.

Tip: Free apps, such as Grammarly and Hemingway App, can help you identify grammatical errors as well as areas where your writing could be clearer. However, you shouldn't rely solely on apps since they can miss things.

Step 3 Check the format of your references.

  • Reference list formatting is very particular. Read your references out loud, with the punctuation and spacing, to pick up on errors you wouldn’t have noticed if you’d just read over them.
  • Compare your format to the one in the stylebook you’re using and make sure all of your entries are correct.

Step 4 Proofread your synopsis carefully.

  • Read your synopsis backward by starting on the last word and reading each word separately from the last to the first. This helps isolate spelling errors. Reading backward sentence by sentence helps you isolate grammatical errors without being distracted by the content.
  • Print your synopsis and circle every punctuation mark with a red pen. Then, go through them and focus on whether they’re correct.
  • Read your synopsis out loud, including the punctuation, as though you were dictating the synopsis.

Step 5 Share your paper with classmates and friends for review.

  • Have at least one person who isn’t familiar with your area of study look over your synopsis. If they can understand your project, you know your writing is clear. If any parts confuse them, then that’s an area where you can improve the clarity of your writing.

Step 6 Do a second round of editing and proofreading.

Expert Q&A

  • If you make significant changes to your synopsis after your first or second round of editing, you may need to proofread it again to make sure you didn’t introduce any new errors. Thanks Helpful 0 Not Helpful 0

synopsis of case study

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  • ↑ https://admin.umt.edu.pk/Media/Site/iib1/FileManager/FORMAT%20OF%20SYNOPSIS%2012-10-2018.pdf
  • ↑ https://www.scientificstyleandformat.org/Tools/SSF-Citation-Quick-Guide.html
  • ↑ https://numspak.edu.pk/upload/media/Guidelines%20for%20Synopsis%20Writing1531455748.pdf
  • ↑ https://www.researchgate.net/publication/279917593_Research_synopsis_guidelines
  • ↑ https://writingcenter.unc.edu/tips-and-tools/editing-and-proofreading/
  • ↑ https://www.cornerstone.edu/blog-post/six-steps-to-really-edit-your-paper/

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How to write a case study — examples, templates, and tools

synopsis of case study

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

  • Celebrate the customer and make them — not a product or service — the star of the story.
  • Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
  • Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
  • Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
  • Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

89% of consumers read reviews before buying, 79% view case studies, and 52% of B2B buyers prioritize case studies in the evaluation process.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

  • Switch from one product or service to another while naming competitors that missed the mark.
  • Experience measurable results that are relatable to others in a specific industry.
  • Represent well-known brands and recognizable names that are likely to compel action.
  • Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

  • An engaging headline
  • A subject and customer introduction
  • The unique challenge or challenges the customer faced
  • The solution the customer used to solve the problem
  • The results achieved
  • Data and statistics to back up claims of success
  • A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

  • Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
  • Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
  • Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
  • Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
  • Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
  • Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

  • Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
  • Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
  • Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
  • Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
  • Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
  • Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

  • Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
  • Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
  • Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
  • Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

A Lenovo case study showing statistics, a pull quote and featured headshot, the headline "The customer is king.," and Adobe product links.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

  • Think about a few goals you’d like to accomplish with your content.
  • Make a list of successful clients that would be strong candidates for a case study.
  • Reach out to the client to get their approval and conduct an interview.
  • Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

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How to Write a Case Study | Examples & Methods

synopsis of case study

What is a case study?

A case study is a research approach that provides an in-depth examination of a particular phenomenon, event, organization, or individual. It involves analyzing and interpreting data to provide a comprehensive understanding of the subject under investigation. 

Case studies can be used in various disciplines, including business, social sciences, medicine ( clinical case report ), engineering, and education. The aim of a case study is to provide an in-depth exploration of a specific subject, often with the goal of generating new insights into the phenomena being studied.

When to write a case study

Case studies are often written to present the findings of an empirical investigation or to illustrate a particular point or theory. They are useful when researchers want to gain an in-depth understanding of a specific phenomenon or when they are interested in exploring new areas of inquiry. 

Case studies are also useful when the subject of the research is rare or when the research question is complex and requires an in-depth examination. A case study can be a good fit for a thesis or dissertation as well.

Case study examples

Below are some examples of case studies with their research questions:

These examples demonstrate the diversity of research questions and case studies that can be explored. From studying small businesses in Ghana to the ethical issues in supply chains, case studies can be used to explore a wide range of phenomena.

Outlying cases vs. representative cases

An outlying case stud y refers to a case that is unusual or deviates significantly from the norm. An example of an outlying case study could be a small, family-run bed and breakfast that was able to survive and even thrive during the COVID-19 pandemic, while other larger hotels struggled to stay afloat.

On the other hand, a representative case study refers to a case that is typical of the phenomenon being studied. An example of a representative case study could be a hotel chain that operates in multiple locations that faced significant challenges during the COVID-19 pandemic, such as reduced demand for hotel rooms, increased safety and health protocols, and supply chain disruptions. The hotel chain case could be representative of the broader hospitality industry during the pandemic, and thus provides an insight into the typical challenges that businesses in the industry faced.

Steps for Writing a Case Study

As with any academic paper, writing a case study requires careful preparation and research before a single word of the document is ever written. Follow these basic steps to ensure that you don’t miss any crucial details when composing your case study.

Step 1: Select a case to analyze

After you have developed your statement of the problem and research question , the first step in writing a case study is to select a case that is representative of the phenomenon being investigated or that provides an outlier. For example, if a researcher wants to explore the impact of COVID-19 on the hospitality industry, they could select a representative case, such as a hotel chain that operates in multiple locations, or an outlying case, such as a small bed and breakfast that was able to pivot their business model to survive during the pandemic. Selecting the appropriate case is critical in ensuring the research question is adequately explored.

Step 2: Create a theoretical framework

Theoretical frameworks are used to guide the analysis and interpretation of data in a case study. The framework should provide a clear explanation of the key concepts, variables, and relationships that are relevant to the research question. The theoretical framework can be drawn from existing literature, or the researcher can develop their own framework based on the data collected. The theoretical framework should be developed early in the research process to guide the data collection and analysis.

To give your case analysis a strong theoretical grounding, be sure to include a literature review of references and sources relating to your topic and develop a clear theoretical framework. Your case study does not simply stand on its own but interacts with other studies related to your topic. Your case study can do one of the following: 

  • Demonstrate a theory by showing how it explains the case being investigated
  • Broaden a theory by identifying additional concepts and ideas that can be incorporated to strengthen it
  • Confront a theory via an outlier case that does not conform to established conclusions or assumptions

Step 3: Collect data for your case study

Data collection can involve a variety of research methods , including interviews, surveys, observations, and document analyses, and it can include both primary and secondary sources . It is essential to ensure that the data collected is relevant to the research question and that it is collected in a systematic and ethical manner. Data collection methods should be chosen based on the research question and the availability of data. It is essential to plan data collection carefully to ensure that the data collected is of high quality

Step 4: Describe the case and analyze the details

The final step is to describe the case in detail and analyze the data collected. This involves identifying patterns and themes that emerge from the data and drawing conclusions that are relevant to the research question. It is essential to ensure that the analysis is supported by the data and that any limitations or alternative explanations are acknowledged.

The manner in which you report your findings depends on the type of research you are doing. Some case studies are structured like a standard academic paper, with separate sections or chapters for the methods section , results section , and discussion section , while others are structured more like a standalone literature review.

Regardless of the topic you choose to pursue, writing a case study requires a systematic and rigorous approach to data collection and analysis. By following the steps outlined above and using examples from existing literature, researchers can create a comprehensive and insightful case study that contributes to the understanding of a particular phenomenon.

Preparing Your Case Study for Publication

After completing the draft of your case study, be sure to revise and edit your work for any mistakes, including grammatical errors , punctuation errors , spelling mistakes, and awkward sentence structure . Ensure that your case study is well-structured and that your arguments are well-supported with language that follows the conventions of academic writing .  To ensure your work is polished for style and free of errors, get English editing services from Wordvice, including our paper editing services and manuscript editing services . Let our academic subject experts enhance the style and flow of your academic work so you can submit your case study with confidence.

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A case study research paper examines a person, place, event, condition, phenomenon, or other type of subject of analysis in order to extrapolate  key themes and results that help predict future trends, illuminate previously hidden issues that can be applied to practice, and/or provide a means for understanding an important research problem with greater clarity. A case study research paper usually examines a single subject of analysis, but case study papers can also be designed as a comparative investigation that shows relationships between two or more subjects. The methods used to study a case can rest within a quantitative, qualitative, or mixed-method investigative paradigm.

Case Studies. Writing@CSU. Colorado State University; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010 ; “What is a Case Study?” In Swanborn, Peter G. Case Study Research: What, Why and How? London: SAGE, 2010.

How to Approach Writing a Case Study Research Paper

General information about how to choose a topic to investigate can be found under the " Choosing a Research Problem " tab in the Organizing Your Social Sciences Research Paper writing guide. Review this page because it may help you identify a subject of analysis that can be investigated using a case study design.

However, identifying a case to investigate involves more than choosing the research problem . A case study encompasses a problem contextualized around the application of in-depth analysis, interpretation, and discussion, often resulting in specific recommendations for action or for improving existing conditions. As Seawright and Gerring note, practical considerations such as time and access to information can influence case selection, but these issues should not be the sole factors used in describing the methodological justification for identifying a particular case to study. Given this, selecting a case includes considering the following:

  • The case represents an unusual or atypical example of a research problem that requires more in-depth analysis? Cases often represent a topic that rests on the fringes of prior investigations because the case may provide new ways of understanding the research problem. For example, if the research problem is to identify strategies to improve policies that support girl's access to secondary education in predominantly Muslim nations, you could consider using Azerbaijan as a case study rather than selecting a more obvious nation in the Middle East. Doing so may reveal important new insights into recommending how governments in other predominantly Muslim nations can formulate policies that support improved access to education for girls.
  • The case provides important insight or illuminate a previously hidden problem? In-depth analysis of a case can be based on the hypothesis that the case study will reveal trends or issues that have not been exposed in prior research or will reveal new and important implications for practice. For example, anecdotal evidence may suggest drug use among homeless veterans is related to their patterns of travel throughout the day. Assuming prior studies have not looked at individual travel choices as a way to study access to illicit drug use, a case study that observes a homeless veteran could reveal how issues of personal mobility choices facilitate regular access to illicit drugs. Note that it is important to conduct a thorough literature review to ensure that your assumption about the need to reveal new insights or previously hidden problems is valid and evidence-based.
  • The case challenges and offers a counter-point to prevailing assumptions? Over time, research on any given topic can fall into a trap of developing assumptions based on outdated studies that are still applied to new or changing conditions or the idea that something should simply be accepted as "common sense," even though the issue has not been thoroughly tested in current practice. A case study analysis may offer an opportunity to gather evidence that challenges prevailing assumptions about a research problem and provide a new set of recommendations applied to practice that have not been tested previously. For example, perhaps there has been a long practice among scholars to apply a particular theory in explaining the relationship between two subjects of analysis. Your case could challenge this assumption by applying an innovative theoretical framework [perhaps borrowed from another discipline] to explore whether this approach offers new ways of understanding the research problem. Taking a contrarian stance is one of the most important ways that new knowledge and understanding develops from existing literature.
  • The case provides an opportunity to pursue action leading to the resolution of a problem? Another way to think about choosing a case to study is to consider how the results from investigating a particular case may result in findings that reveal ways in which to resolve an existing or emerging problem. For example, studying the case of an unforeseen incident, such as a fatal accident at a railroad crossing, can reveal hidden issues that could be applied to preventative measures that contribute to reducing the chance of accidents in the future. In this example, a case study investigating the accident could lead to a better understanding of where to strategically locate additional signals at other railroad crossings so as to better warn drivers of an approaching train, particularly when visibility is hindered by heavy rain, fog, or at night.
  • The case offers a new direction in future research? A case study can be used as a tool for an exploratory investigation that highlights the need for further research about the problem. A case can be used when there are few studies that help predict an outcome or that establish a clear understanding about how best to proceed in addressing a problem. For example, after conducting a thorough literature review [very important!], you discover that little research exists showing the ways in which women contribute to promoting water conservation in rural communities of east central Africa. A case study of how women contribute to saving water in a rural village of Uganda can lay the foundation for understanding the need for more thorough research that documents how women in their roles as cooks and family caregivers think about water as a valuable resource within their community. This example of a case study could also point to the need for scholars to build new theoretical frameworks around the topic [e.g., applying feminist theories of work and family to the issue of water conservation].

Eisenhardt, Kathleen M. “Building Theories from Case Study Research.” Academy of Management Review 14 (October 1989): 532-550; Emmel, Nick. Sampling and Choosing Cases in Qualitative Research: A Realist Approach . Thousand Oaks, CA: SAGE Publications, 2013; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Seawright, Jason and John Gerring. "Case Selection Techniques in Case Study Research." Political Research Quarterly 61 (June 2008): 294-308.

Structure and Writing Style

The purpose of a paper in the social sciences designed around a case study is to thoroughly investigate a subject of analysis in order to reveal a new understanding about the research problem and, in so doing, contributing new knowledge to what is already known from previous studies. In applied social sciences disciplines [e.g., education, social work, public administration, etc.], case studies may also be used to reveal best practices, highlight key programs, or investigate interesting aspects of professional work.

In general, the structure of a case study research paper is not all that different from a standard college-level research paper. However, there are subtle differences you should be aware of. Here are the key elements to organizing and writing a case study research paper.

I.  Introduction

As with any research paper, your introduction should serve as a roadmap for your readers to ascertain the scope and purpose of your study . The introduction to a case study research paper, however, should not only describe the research problem and its significance, but you should also succinctly describe why the case is being used and how it relates to addressing the problem. The two elements should be linked. With this in mind, a good introduction answers these four questions:

  • What is being studied? Describe the research problem and describe the subject of analysis [the case] you have chosen to address the problem. Explain how they are linked and what elements of the case will help to expand knowledge and understanding about the problem.
  • Why is this topic important to investigate? Describe the significance of the research problem and state why a case study design and the subject of analysis that the paper is designed around is appropriate in addressing the problem.
  • What did we know about this topic before I did this study? Provide background that helps lead the reader into the more in-depth literature review to follow. If applicable, summarize prior case study research applied to the research problem and why it fails to adequately address the problem. Describe why your case will be useful. If no prior case studies have been used to address the research problem, explain why you have selected this subject of analysis.
  • How will this study advance new knowledge or new ways of understanding? Explain why your case study will be suitable in helping to expand knowledge and understanding about the research problem.

Each of these questions should be addressed in no more than a few paragraphs. Exceptions to this can be when you are addressing a complex research problem or subject of analysis that requires more in-depth background information.

II.  Literature Review

The literature review for a case study research paper is generally structured the same as it is for any college-level research paper. The difference, however, is that the literature review is focused on providing background information and  enabling historical interpretation of the subject of analysis in relation to the research problem the case is intended to address . This includes synthesizing studies that help to:

  • Place relevant works in the context of their contribution to understanding the case study being investigated . This would involve summarizing studies that have used a similar subject of analysis to investigate the research problem. If there is literature using the same or a very similar case to study, you need to explain why duplicating past research is important [e.g., conditions have changed; prior studies were conducted long ago, etc.].
  • Describe the relationship each work has to the others under consideration that informs the reader why this case is applicable . Your literature review should include a description of any works that support using the case to investigate the research problem and the underlying research questions.
  • Identify new ways to interpret prior research using the case study . If applicable, review any research that has examined the research problem using a different research design. Explain how your use of a case study design may reveal new knowledge or a new perspective or that can redirect research in an important new direction.
  • Resolve conflicts amongst seemingly contradictory previous studies . This refers to synthesizing any literature that points to unresolved issues of concern about the research problem and describing how the subject of analysis that forms the case study can help resolve these existing contradictions.
  • Point the way in fulfilling a need for additional research . Your review should examine any literature that lays a foundation for understanding why your case study design and the subject of analysis around which you have designed your study may reveal a new way of approaching the research problem or offer a perspective that points to the need for additional research.
  • Expose any gaps that exist in the literature that the case study could help to fill . Summarize any literature that not only shows how your subject of analysis contributes to understanding the research problem, but how your case contributes to a new way of understanding the problem that prior research has failed to do.
  • Locate your own research within the context of existing literature [very important!] . Collectively, your literature review should always place your case study within the larger domain of prior research about the problem. The overarching purpose of reviewing pertinent literature in a case study paper is to demonstrate that you have thoroughly identified and synthesized prior studies in relation to explaining the relevance of the case in addressing the research problem.

III.  Method

In this section, you explain why you selected a particular case [i.e., subject of analysis] and the strategy you used to identify and ultimately decide that your case was appropriate in addressing the research problem. The way you describe the methods used varies depending on the type of subject of analysis that constitutes your case study.

If your subject of analysis is an incident or event . In the social and behavioral sciences, the event or incident that represents the case to be studied is usually bounded by time and place, with a clear beginning and end and with an identifiable location or position relative to its surroundings. The subject of analysis can be a rare or critical event or it can focus on a typical or regular event. The purpose of studying a rare event is to illuminate new ways of thinking about the broader research problem or to test a hypothesis. Critical incident case studies must describe the method by which you identified the event and explain the process by which you determined the validity of this case to inform broader perspectives about the research problem or to reveal new findings. However, the event does not have to be a rare or uniquely significant to support new thinking about the research problem or to challenge an existing hypothesis. For example, Walo, Bull, and Breen conducted a case study to identify and evaluate the direct and indirect economic benefits and costs of a local sports event in the City of Lismore, New South Wales, Australia. The purpose of their study was to provide new insights from measuring the impact of a typical local sports event that prior studies could not measure well because they focused on large "mega-events." Whether the event is rare or not, the methods section should include an explanation of the following characteristics of the event: a) when did it take place; b) what were the underlying circumstances leading to the event; and, c) what were the consequences of the event in relation to the research problem.

If your subject of analysis is a person. Explain why you selected this particular individual to be studied and describe what experiences they have had that provide an opportunity to advance new understandings about the research problem. Mention any background about this person which might help the reader understand the significance of their experiences that make them worthy of study. This includes describing the relationships this person has had with other people, institutions, and/or events that support using them as the subject for a case study research paper. It is particularly important to differentiate the person as the subject of analysis from others and to succinctly explain how the person relates to examining the research problem [e.g., why is one politician in a particular local election used to show an increase in voter turnout from any other candidate running in the election]. Note that these issues apply to a specific group of people used as a case study unit of analysis [e.g., a classroom of students].

If your subject of analysis is a place. In general, a case study that investigates a place suggests a subject of analysis that is unique or special in some way and that this uniqueness can be used to build new understanding or knowledge about the research problem. A case study of a place must not only describe its various attributes relevant to the research problem [e.g., physical, social, historical, cultural, economic, political], but you must state the method by which you determined that this place will illuminate new understandings about the research problem. It is also important to articulate why a particular place as the case for study is being used if similar places also exist [i.e., if you are studying patterns of homeless encampments of veterans in open spaces, explain why you are studying Echo Park in Los Angeles rather than Griffith Park?]. If applicable, describe what type of human activity involving this place makes it a good choice to study [e.g., prior research suggests Echo Park has more homeless veterans].

If your subject of analysis is a phenomenon. A phenomenon refers to a fact, occurrence, or circumstance that can be studied or observed but with the cause or explanation to be in question. In this sense, a phenomenon that forms your subject of analysis can encompass anything that can be observed or presumed to exist but is not fully understood. In the social and behavioral sciences, the case usually focuses on human interaction within a complex physical, social, economic, cultural, or political system. For example, the phenomenon could be the observation that many vehicles used by ISIS fighters are small trucks with English language advertisements on them. The research problem could be that ISIS fighters are difficult to combat because they are highly mobile. The research questions could be how and by what means are these vehicles used by ISIS being supplied to the militants and how might supply lines to these vehicles be cut off? How might knowing the suppliers of these trucks reveal larger networks of collaborators and financial support? A case study of a phenomenon most often encompasses an in-depth analysis of a cause and effect that is grounded in an interactive relationship between people and their environment in some way.

NOTE:   The choice of the case or set of cases to study cannot appear random. Evidence that supports the method by which you identified and chose your subject of analysis should clearly support investigation of the research problem and linked to key findings from your literature review. Be sure to cite any studies that helped you determine that the case you chose was appropriate for examining the problem.

IV.  Discussion

The main elements of your discussion section are generally the same as any research paper, but centered around interpreting and drawing conclusions about the key findings from your analysis of the case study. Note that a general social sciences research paper may contain a separate section to report findings. However, in a paper designed around a case study, it is common to combine a description of the results with the discussion about their implications. The objectives of your discussion section should include the following:

Reiterate the Research Problem/State the Major Findings Briefly reiterate the research problem you are investigating and explain why the subject of analysis around which you designed the case study were used. You should then describe the findings revealed from your study of the case using direct, declarative, and succinct proclamation of the study results. Highlight any findings that were unexpected or especially profound.

Explain the Meaning of the Findings and Why They are Important Systematically explain the meaning of your case study findings and why you believe they are important. Begin this part of the section by repeating what you consider to be your most important or surprising finding first, then systematically review each finding. Be sure to thoroughly extrapolate what your analysis of the case can tell the reader about situations or conditions beyond the actual case that was studied while, at the same time, being careful not to misconstrue or conflate a finding that undermines the external validity of your conclusions.

Relate the Findings to Similar Studies No study in the social sciences is so novel or possesses such a restricted focus that it has absolutely no relation to previously published research. The discussion section should relate your case study results to those found in other studies, particularly if questions raised from prior studies served as the motivation for choosing your subject of analysis. This is important because comparing and contrasting the findings of other studies helps support the overall importance of your results and it highlights how and in what ways your case study design and the subject of analysis differs from prior research about the topic.

Consider Alternative Explanations of the Findings Remember that the purpose of social science research is to discover and not to prove. When writing the discussion section, you should carefully consider all possible explanations revealed by the case study results, rather than just those that fit your hypothesis or prior assumptions and biases. Be alert to what the in-depth analysis of the case may reveal about the research problem, including offering a contrarian perspective to what scholars have stated in prior research if that is how the findings can be interpreted from your case.

Acknowledge the Study's Limitations You can state the study's limitations in the conclusion section of your paper but describing the limitations of your subject of analysis in the discussion section provides an opportunity to identify the limitations and explain why they are not significant. This part of the discussion section should also note any unanswered questions or issues your case study could not address. More detailed information about how to document any limitations to your research can be found here .

Suggest Areas for Further Research Although your case study may offer important insights about the research problem, there are likely additional questions related to the problem that remain unanswered or findings that unexpectedly revealed themselves as a result of your in-depth analysis of the case. Be sure that the recommendations for further research are linked to the research problem and that you explain why your recommendations are valid in other contexts and based on the original assumptions of your study.

V.  Conclusion

As with any research paper, you should summarize your conclusion in clear, simple language; emphasize how the findings from your case study differs from or supports prior research and why. Do not simply reiterate the discussion section. Provide a synthesis of key findings presented in the paper to show how these converge to address the research problem. If you haven't already done so in the discussion section, be sure to document the limitations of your case study and any need for further research.

The function of your paper's conclusion is to: 1) reiterate the main argument supported by the findings from your case study; 2) state clearly the context, background, and necessity of pursuing the research problem using a case study design in relation to an issue, controversy, or a gap found from reviewing the literature; and, 3) provide a place to persuasively and succinctly restate the significance of your research problem, given that the reader has now been presented with in-depth information about the topic.

Consider the following points to help ensure your conclusion is appropriate:

  • If the argument or purpose of your paper is complex, you may need to summarize these points for your reader.
  • If prior to your conclusion, you have not yet explained the significance of your findings or if you are proceeding inductively, use the conclusion of your paper to describe your main points and explain their significance.
  • Move from a detailed to a general level of consideration of the case study's findings that returns the topic to the context provided by the introduction or within a new context that emerges from your case study findings.

Note that, depending on the discipline you are writing in or the preferences of your professor, the concluding paragraph may contain your final reflections on the evidence presented as it applies to practice or on the essay's central research problem. However, the nature of being introspective about the subject of analysis you have investigated will depend on whether you are explicitly asked to express your observations in this way.

Problems to Avoid

Overgeneralization One of the goals of a case study is to lay a foundation for understanding broader trends and issues applied to similar circumstances. However, be careful when drawing conclusions from your case study. They must be evidence-based and grounded in the results of the study; otherwise, it is merely speculation. Looking at a prior example, it would be incorrect to state that a factor in improving girls access to education in Azerbaijan and the policy implications this may have for improving access in other Muslim nations is due to girls access to social media if there is no documentary evidence from your case study to indicate this. There may be anecdotal evidence that retention rates were better for girls who were engaged with social media, but this observation would only point to the need for further research and would not be a definitive finding if this was not a part of your original research agenda.

Failure to Document Limitations No case is going to reveal all that needs to be understood about a research problem. Therefore, just as you have to clearly state the limitations of a general research study , you must describe the specific limitations inherent in the subject of analysis. For example, the case of studying how women conceptualize the need for water conservation in a village in Uganda could have limited application in other cultural contexts or in areas where fresh water from rivers or lakes is plentiful and, therefore, conservation is understood more in terms of managing access rather than preserving access to a scarce resource.

Failure to Extrapolate All Possible Implications Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings. If you do not, your reader may question the validity of your analysis, particularly if you failed to document an obvious outcome from your case study research. For example, in the case of studying the accident at the railroad crossing to evaluate where and what types of warning signals should be located, you failed to take into consideration speed limit signage as well as warning signals. When designing your case study, be sure you have thoroughly addressed all aspects of the problem and do not leave gaps in your analysis that leave the reader questioning the results.

Case Studies. Writing@CSU. Colorado State University; Gerring, John. Case Study Research: Principles and Practices . New York: Cambridge University Press, 2007; Merriam, Sharan B. Qualitative Research and Case Study Applications in Education . Rev. ed. San Francisco, CA: Jossey-Bass, 1998; Miller, Lisa L. “The Use of Case Studies in Law and Social Science Research.” Annual Review of Law and Social Science 14 (2018): TBD; Mills, Albert J., Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Putney, LeAnn Grogan. "Case Study." In Encyclopedia of Research Design , Neil J. Salkind, editor. (Thousand Oaks, CA: SAGE Publications, 2010), pp. 116-120; Simons, Helen. Case Study Research in Practice . London: SAGE Publications, 2009;  Kratochwill,  Thomas R. and Joel R. Levin, editors. Single-Case Research Design and Analysis: New Development for Psychology and Education .  Hilldsale, NJ: Lawrence Erlbaum Associates, 1992; Swanborn, Peter G. Case Study Research: What, Why and How? London : SAGE, 2010; Yin, Robert K. Case Study Research: Design and Methods . 6th edition. Los Angeles, CA, SAGE Publications, 2014; Walo, Maree, Adrian Bull, and Helen Breen. “Achieving Economic Benefits at Local Events: A Case Study of a Local Sports Event.” Festival Management and Event Tourism 4 (1996): 95-106.

Writing Tip

At Least Five Misconceptions about Case Study Research

Social science case studies are often perceived as limited in their ability to create new knowledge because they are not randomly selected and findings cannot be generalized to larger populations. Flyvbjerg examines five misunderstandings about case study research and systematically "corrects" each one. To quote, these are:

Misunderstanding 1 :  General, theoretical [context-independent] knowledge is more valuable than concrete, practical [context-dependent] knowledge. Misunderstanding 2 :  One cannot generalize on the basis of an individual case; therefore, the case study cannot contribute to scientific development. Misunderstanding 3 :  The case study is most useful for generating hypotheses; that is, in the first stage of a total research process, whereas other methods are more suitable for hypotheses testing and theory building. Misunderstanding 4 :  The case study contains a bias toward verification, that is, a tendency to confirm the researcher’s preconceived notions. Misunderstanding 5 :  It is often difficult to summarize and develop general propositions and theories on the basis of specific case studies [p. 221].

While writing your paper, think introspectively about how you addressed these misconceptions because to do so can help you strengthen the validity and reliability of your research by clarifying issues of case selection, the testing and challenging of existing assumptions, the interpretation of key findings, and the summation of case outcomes. Think of a case study research paper as a complete, in-depth narrative about the specific properties and key characteristics of your subject of analysis applied to the research problem.

Flyvbjerg, Bent. “Five Misunderstandings About Case-Study Research.” Qualitative Inquiry 12 (April 2006): 219-245.

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Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

  • Provide new or unexpected insights into the subject
  • Challenge or complicate existing assumptions and theories
  • Propose practical courses of action to resolve a problem
  • Open up new directions for future research

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

However, you can also choose a more common or representative case to exemplify a particular category, experience, or phenomenon.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

  • Exemplify a theory by showing how it explains the case under investigation
  • Expand on a theory by uncovering new concepts and ideas that need to be incorporated
  • Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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Case Study – Methods, Examples and Guide

Table of Contents

Case Study Research

A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation.

It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied. Case studies typically involve multiple sources of data, including interviews, observations, documents, and artifacts, which are analyzed using various techniques, such as content analysis, thematic analysis, and grounded theory. The findings of a case study are often used to develop theories, inform policy or practice, or generate new research questions.

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

A single-case study is an in-depth analysis of a single case. This type of case study is useful when the researcher wants to understand a specific phenomenon in detail.

For Example , A researcher might conduct a single-case study on a particular individual to understand their experiences with a particular health condition or a specific organization to explore their management practices. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a single-case study are often used to generate new research questions, develop theories, or inform policy or practice.

Multiple-Case Study

A multiple-case study involves the analysis of several cases that are similar in nature. This type of case study is useful when the researcher wants to identify similarities and differences between the cases.

For Example, a researcher might conduct a multiple-case study on several companies to explore the factors that contribute to their success or failure. The researcher collects data from each case, compares and contrasts the findings, and uses various techniques to analyze the data, such as comparative analysis or pattern-matching. The findings of a multiple-case study can be used to develop theories, inform policy or practice, or generate new research questions.

Exploratory Case Study

An exploratory case study is used to explore a new or understudied phenomenon. This type of case study is useful when the researcher wants to generate hypotheses or theories about the phenomenon.

For Example, a researcher might conduct an exploratory case study on a new technology to understand its potential impact on society. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as grounded theory or content analysis. The findings of an exploratory case study can be used to generate new research questions, develop theories, or inform policy or practice.

Descriptive Case Study

A descriptive case study is used to describe a particular phenomenon in detail. This type of case study is useful when the researcher wants to provide a comprehensive account of the phenomenon.

For Example, a researcher might conduct a descriptive case study on a particular community to understand its social and economic characteristics. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a descriptive case study can be used to inform policy or practice or generate new research questions.

Instrumental Case Study

An instrumental case study is used to understand a particular phenomenon that is instrumental in achieving a particular goal. This type of case study is useful when the researcher wants to understand the role of the phenomenon in achieving the goal.

For Example, a researcher might conduct an instrumental case study on a particular policy to understand its impact on achieving a particular goal, such as reducing poverty. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of an instrumental case study can be used to inform policy or practice or generate new research questions.

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

Interviews involve asking questions to individuals who have knowledge or experience relevant to the case study. Interviews can be structured (where the same questions are asked to all participants) or unstructured (where the interviewer follows up on the responses with further questions). Interviews can be conducted in person, over the phone, or through video conferencing.

Observations

Observations involve watching and recording the behavior and activities of individuals or groups relevant to the case study. Observations can be participant (where the researcher actively participates in the activities) or non-participant (where the researcher observes from a distance). Observations can be recorded using notes, audio or video recordings, or photographs.

Documents can be used as a source of information for case studies. Documents can include reports, memos, emails, letters, and other written materials related to the case study. Documents can be collected from the case study participants or from public sources.

Surveys involve asking a set of questions to a sample of individuals relevant to the case study. Surveys can be administered in person, over the phone, through mail or email, or online. Surveys can be used to gather information on attitudes, opinions, or behaviors related to the case study.

Artifacts are physical objects relevant to the case study. Artifacts can include tools, equipment, products, or other objects that provide insights into the case study phenomenon.

How to conduct Case Study Research

Conducting a case study research involves several steps that need to be followed to ensure the quality and rigor of the study. Here are the steps to conduct case study research:

  • Define the research questions: The first step in conducting a case study research is to define the research questions. The research questions should be specific, measurable, and relevant to the case study phenomenon under investigation.
  • Select the case: The next step is to select the case or cases to be studied. The case should be relevant to the research questions and should provide rich and diverse data that can be used to answer the research questions.
  • Collect data: Data can be collected using various methods, such as interviews, observations, documents, surveys, and artifacts. The data collection method should be selected based on the research questions and the nature of the case study phenomenon.
  • Analyze the data: The data collected from the case study should be analyzed using various techniques, such as content analysis, thematic analysis, or grounded theory. The analysis should be guided by the research questions and should aim to provide insights and conclusions relevant to the research questions.
  • Draw conclusions: The conclusions drawn from the case study should be based on the data analysis and should be relevant to the research questions. The conclusions should be supported by evidence and should be clearly stated.
  • Validate the findings: The findings of the case study should be validated by reviewing the data and the analysis with participants or other experts in the field. This helps to ensure the validity and reliability of the findings.
  • Write the report: The final step is to write the report of the case study research. The report should provide a clear description of the case study phenomenon, the research questions, the data collection methods, the data analysis, the findings, and the conclusions. The report should be written in a clear and concise manner and should follow the guidelines for academic writing.

Examples of Case Study

Here are some examples of case study research:

  • The Hawthorne Studies : Conducted between 1924 and 1932, the Hawthorne Studies were a series of case studies conducted by Elton Mayo and his colleagues to examine the impact of work environment on employee productivity. The studies were conducted at the Hawthorne Works plant of the Western Electric Company in Chicago and included interviews, observations, and experiments.
  • The Stanford Prison Experiment: Conducted in 1971, the Stanford Prison Experiment was a case study conducted by Philip Zimbardo to examine the psychological effects of power and authority. The study involved simulating a prison environment and assigning participants to the role of guards or prisoners. The study was controversial due to the ethical issues it raised.
  • The Challenger Disaster: The Challenger Disaster was a case study conducted to examine the causes of the Space Shuttle Challenger explosion in 1986. The study included interviews, observations, and analysis of data to identify the technical, organizational, and cultural factors that contributed to the disaster.
  • The Enron Scandal: The Enron Scandal was a case study conducted to examine the causes of the Enron Corporation’s bankruptcy in 2001. The study included interviews, analysis of financial data, and review of documents to identify the accounting practices, corporate culture, and ethical issues that led to the company’s downfall.
  • The Fukushima Nuclear Disaster : The Fukushima Nuclear Disaster was a case study conducted to examine the causes of the nuclear accident that occurred at the Fukushima Daiichi Nuclear Power Plant in Japan in 2011. The study included interviews, analysis of data, and review of documents to identify the technical, organizational, and cultural factors that contributed to the disaster.

Application of Case Study

Case studies have a wide range of applications across various fields and industries. Here are some examples:

Business and Management

Case studies are widely used in business and management to examine real-life situations and develop problem-solving skills. Case studies can help students and professionals to develop a deep understanding of business concepts, theories, and best practices.

Case studies are used in healthcare to examine patient care, treatment options, and outcomes. Case studies can help healthcare professionals to develop critical thinking skills, diagnose complex medical conditions, and develop effective treatment plans.

Case studies are used in education to examine teaching and learning practices. Case studies can help educators to develop effective teaching strategies, evaluate student progress, and identify areas for improvement.

Social Sciences

Case studies are widely used in social sciences to examine human behavior, social phenomena, and cultural practices. Case studies can help researchers to develop theories, test hypotheses, and gain insights into complex social issues.

Law and Ethics

Case studies are used in law and ethics to examine legal and ethical dilemmas. Case studies can help lawyers, policymakers, and ethical professionals to develop critical thinking skills, analyze complex cases, and make informed decisions.

Purpose of Case Study

The purpose of a case study is to provide a detailed analysis of a specific phenomenon, issue, or problem in its real-life context. A case study is a qualitative research method that involves the in-depth exploration and analysis of a particular case, which can be an individual, group, organization, event, or community.

The primary purpose of a case study is to generate a comprehensive and nuanced understanding of the case, including its history, context, and dynamics. Case studies can help researchers to identify and examine the underlying factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and detailed understanding of the case, which can inform future research, practice, or policy.

Case studies can also serve other purposes, including:

  • Illustrating a theory or concept: Case studies can be used to illustrate and explain theoretical concepts and frameworks, providing concrete examples of how they can be applied in real-life situations.
  • Developing hypotheses: Case studies can help to generate hypotheses about the causal relationships between different factors and outcomes, which can be tested through further research.
  • Providing insight into complex issues: Case studies can provide insights into complex and multifaceted issues, which may be difficult to understand through other research methods.
  • Informing practice or policy: Case studies can be used to inform practice or policy by identifying best practices, lessons learned, or areas for improvement.

Advantages of Case Study Research

There are several advantages of case study research, including:

  • In-depth exploration: Case study research allows for a detailed exploration and analysis of a specific phenomenon, issue, or problem in its real-life context. This can provide a comprehensive understanding of the case and its dynamics, which may not be possible through other research methods.
  • Rich data: Case study research can generate rich and detailed data, including qualitative data such as interviews, observations, and documents. This can provide a nuanced understanding of the case and its complexity.
  • Holistic perspective: Case study research allows for a holistic perspective of the case, taking into account the various factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and comprehensive understanding of the case.
  • Theory development: Case study research can help to develop and refine theories and concepts by providing empirical evidence and concrete examples of how they can be applied in real-life situations.
  • Practical application: Case study research can inform practice or policy by identifying best practices, lessons learned, or areas for improvement.
  • Contextualization: Case study research takes into account the specific context in which the case is situated, which can help to understand how the case is influenced by the social, cultural, and historical factors of its environment.

Limitations of Case Study Research

There are several limitations of case study research, including:

  • Limited generalizability : Case studies are typically focused on a single case or a small number of cases, which limits the generalizability of the findings. The unique characteristics of the case may not be applicable to other contexts or populations, which may limit the external validity of the research.
  • Biased sampling: Case studies may rely on purposive or convenience sampling, which can introduce bias into the sample selection process. This may limit the representativeness of the sample and the generalizability of the findings.
  • Subjectivity: Case studies rely on the interpretation of the researcher, which can introduce subjectivity into the analysis. The researcher’s own biases, assumptions, and perspectives may influence the findings, which may limit the objectivity of the research.
  • Limited control: Case studies are typically conducted in naturalistic settings, which limits the control that the researcher has over the environment and the variables being studied. This may limit the ability to establish causal relationships between variables.
  • Time-consuming: Case studies can be time-consuming to conduct, as they typically involve a detailed exploration and analysis of a specific case. This may limit the feasibility of conducting multiple case studies or conducting case studies in a timely manner.
  • Resource-intensive: Case studies may require significant resources, including time, funding, and expertise. This may limit the ability of researchers to conduct case studies in resource-constrained settings.

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How to Write an Executive Summary for a Case Study

Updated February 2022: The first thing you do when faced with any study or report is read the executive summary or overview—right? Then you decide if reading the rest of the material is worth your time. This is why it is so important for you to learn how to write an executive summary for a case study.

The executive summary of your case study serves exactly the same function. If the reader sees nothing beyond this section, they will still walk away with a good understanding of your service.

A great summary might even be enough for a reader to pass the information along to the decision-makers in their organization.

In this post, we’ll discuss what makes a compelling executive summary for case studies, and provide you with 4 examples from leading B2B SaaS companies. This is the third post in a 9-part series on how to write a case study .

Every word counts when writing an executive summary

When thinking about how to write an executive summary for a case study, you need to create 2 or 3 crucial sentences that provide a concise overview of the case study. It must be informative and:

  • summarize the story by introducing the customer and their pain points
  • explain what your organization did
  • highlight the key results, including 1 or 2 statistics that drive home the takeaway message

Write the executive summary first to help you focus the rest of the case study. But don’t be too rigid: in the process of reviewing the interview transcript or writing the main copy, another point or statistic may emerge as having more impact than what you’ve chosen to highlight. Revisit your executive summary after writing the case study to make sure it’s as strong and accurate as possible.

If you need a hand with your SaaS case studies, have a look at our case study writing service .

Executive summaries can be short and sweet

This executive summary example from Segment is just a headline followed by a glorified subhead—but it does the trick!

Segment Twilio example of how to write an executive summary for a case study

Here’s another great example of a quick, yet helpful executive summary for Plaid’s case study:

Plaid example of how to write an executive summary for a case study

Sometimes you may need a longer executive summary

For complex case studies, you may need a more in-depth executive summary to give readers an overview of the case study.

Here’s a more fleshed-out executive summary from Segment:

Segment example of how to write an executive summary for a case study

It’s a bit lengthy, but it effectively introduces the challenge. This executive summary could be more powerful if it included a section for results.

Sometimes executive summaries miss the mark entirely

Bullhorn example of how to write an executive summary for a case study

This is not an executive summary. It is merely an introduction. We have no idea what the problem or solution is, and there’s nothing to motivate us to read further.

You can do better with your executive summaries

Be precise. Impress the reader with key results. Let them see that you offer solutions that matter.

Get the help you need

As a SaaS company, you need to partner with someone who “gets it”. We are a SaaS content marketing agency that works with high-growth companies like Calendly, ClickUp and WalkMe. Check out our done-for-you case study writing service .

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As the founder of Uplift Content, Emily leads her team in creating done-for-you case studies, ebooks and blog posts for high-growth SaaS companies like ClickUp, Calendly and WalkMe. Connect with Emily on Linkedin

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Blog Graphic Design

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

By Alice Corner , Jan 12, 2023

Venngage case study examples

Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

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

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

Click to jump ahead:

  • What is a Case Study?

Business Case Study Examples

Simple case study examples.

  • Marketing Case Study Examples

Sales Case Study Examples

  • Case Study FAQs

What is a case study?

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

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

Case Study Definition LinkedIn Post

As well as being valuable marketing tools , case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

Marketing Case Study Template

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

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

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

marketing case study example

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

Venngage orange marketing case study example

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

Purple SAAS Business Case Study Template

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

Purple SAAS Business Case Study Template Header

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Red SAAS Business Case Study Template

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

event marketing project management gantt chart example

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

Case study peer recommendation quote

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

Contrast Lead Generation Business Case Study Template

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Blue Simple Business Case Study Template

Marketing case study examples

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Light simplebusiness case study template

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Modern lead Generaton Business Case Study Template

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Social Media Business Case Study template

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

Color combination examples

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Gray Lead Generation Business Case Study Template

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Venngage's accessible color palette generator

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

Lead generation business case study template

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Lead generation case study example short term goals

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

While sales dashboards generally tend it make it all about the numbers and charts, in sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Vibrant Content Marketing Case Study Template

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

Case study example pursuasive language

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Bold Content Marketing Case Study Template

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Teal Social Media Business Case Study Template

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Coral content marketing case study template.jpg

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

Blue case study example case growth

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Blue Content Marketing Case Study Tempalte

Case Study Examples Summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website .

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case Study FAQ

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers , business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

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

Some good questions you could ask would be:

  • Why do you use our tool or service?
  • How often do you use our tool or service?
  • What does the process of using our product look like to you?
  • If our product didn’t exist, what would you be doing instead?
  • What is the number one benefit you’ve found from using our tool?

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What Is a Case Study?

Weighing the pros and cons of this method of research

Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

synopsis of case study

Cara Lustik is a fact-checker and copywriter.

synopsis of case study

Verywell / Colleen Tighe

  • Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

  • Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
  • Gives researchers the chance to collect information on why one strategy might be chosen over another
  • Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

  • It cannot necessarily be generalized to the larger population
  • Cannot demonstrate cause and effect
  • It may not be scientifically rigorous
  • It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

  • Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
  • Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
  • Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

  • Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
  • Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
  • Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
  • Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
  • Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
  • Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

  • Archival records : Census records, survey records, and name lists are examples of archival records.
  • Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
  • Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
  • Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
  • Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
  • Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

  • Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
  • Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
  • Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
  • Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

  • Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
  • Read examples of case studies to gain an idea about the style and format.
  • Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

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Case study definition

synopsis of case study

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

• Collective case studies

• Descriptive case studies

• Explanatory case studies

• Exploratory case studies

• Instrumental case studies

• Intrinsic case studies

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

How to write a case study?

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

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

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

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

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

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

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

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

Luckily, there are!

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

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Case Study Summary

Case Study Summary Example

It doesn’t always take an expert to fix a problem. Have you ever had a light in your house that doesn’t go on? Well, it’s not an engineering project , so it wouldn’t take a genius to identify if it’s a busted light bulb or a wiring issue. For these two cases, you can easily solve one problem but might need the help of an electrician for the other. When you encounter a particular situation, basic knowledge can help you to overcome it. And when you’ve dealt with the dilemma, what comes out may be additional knowledge on how to fix similar problems. And sometimes, life just gives you these things to test how well you can handle it. In academic settings, the presentation of these solutions can be considered a case study summary.

To get a firm grip on the principles and characteristics of discipline, you may need to test out what you know through given situations. In the fields of social science, business, and research, these situations are called case studies. And the initial analysis report is called a case study summary. A case executive summary is what the readers first encounter before they decide if the case is worth examining. Your case summary saves readers time in understanding the situation you’ve presented. It holds important information about medical or business case studies that your readers need to take in.

What a Case Study Summary Isn’t

Many may assume that a case study summary is the same as an abstract. They are relatively similar, but they have their key differences. A research executive summary is for those outside the academic spectrum. An abstract is for professors, research analysts, and anyone in the academe. The case study summary is also not the introduction, although it may contain similar content, they don’t share the same purpose. It is also not the preface of the study. Most importantly, it is not just a collection of random highlights within the analysis. The format of a case study summary is for the understanding of the collected data.

10+ Case Study Summary Example

A lot of case studies are hard to understand. Some people even dread the idea of reading the whole research project from start to finish. Thankfully, there is a more natural way to grasp the context of the study. That is through case study summaries. If you are working o a case study, you should be able to write a comprehensive overview of your own. To help you figure out the outline and format of your summary, here are 10+ case study summary examples you can check out.

1. Master Technology Case Study Summary Example

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2. Family Case Study Summary Example

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3. Case Study Summary Report Example

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Size: 277 KB

4. Sample Case Studies Summary Example

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5. Case Studies Summary Workshop Example

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6. Commissioner Case Study Summary Example

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7. Case Study Summary Information Example

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Size: 946 KB

8. Formal Case Study Summary Example

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9. Academic Case Study Summary Example

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10. Corporation Case Studies Summary Example

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11. Standard Case Study Summary Example

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The Making an Effective Case Study Summary

As a researcher, you wouldn’t want your readers to have a hard time making sense of your case analysis . All the effort you put into making that can go to waste if it isn’t easy to understand. What you need is a compelling case study summary. If your review has the right information, your reader can level with you in no time. Here are some tricks to making a good case study summary.

1. Decide the Need

After writing an entire case study, the last thing you want is more report writing. That is why the first step to making a useful case summary is deciding if there is a need to have one. Some case studies that are considerably easier to understand don’t need case study summaries. But if your decision making says that you need it, then you better start!

2. Decide the Length

The length of the summary doesn’t always reflect how much information it holds. It can, however, determine how well of a writer you are. Your overview can be as concise as you want or as detailed as it needs to be. For as long as your research summary is readable, any length will do.

3. Prepare Data

The next step is conducting data analysis to figure out which data you are going to add to your case study summary. Pick out the most important details and the data most likely to raise questions. Anticipating these questions can help you formulate possible answers to add in your summary.

4. Organize Data

Making sure your data is organized is part and parcel to having a comprehensive case study summary. You can write a short introduction to open your summary and explain the purpose of your study. You then explain your solutions to the problem statement . Make sure no factoid overlaps another to avoid confusion.

5. Format Content

A continuous piece of writing can make a reader hesitate. Format your summary in a way that doesn’t seem too daunting. Divide your content, add a few white spaces. You have to let your readers’ eyes rest when scanning your summary. Don’t make your summary datasheet intimidating to look at.

When handling cases, whether you are a market analyst of a social science researcher, case study summaries are your best friends in data collection.

synopsis of case study

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Case Study Summarizer #1 — Free Summaries!

Have you ever thought of how many case studies must a student in medicine or business read in their lifetime? Tens, hundreds, or even thousands! As practice shows, the case study’s content is jam-packed with information and broad descriptions that are unnecessary when conducting a review or simply reading the literature.

We offer a Case Study Summarizer to scan any paper in seconds! You will get some valuable insights about our tool that can help with the most extended case studies in a short time! Moreover, we discuss the definition of the case study, its structure, and its main elements. Let’s begin!

  • 🧰 How to Use the Tool?

📋 What Is the Case Study Summarizer?

🧩 case study elements & structure, 🧑‍🏫 how to summarize a case study.

  • ✅ 5 Tool’s Benefits

🖇️ References

🧰 how to use the case summarizer.

Our free case study summarizer is so easy to use! Follow these 4 simple steps:

  • Enter the text . Paste the text of the case study in the appropriate field of the tool. Ensure that it does not exceed 15,000 characters.
  • Adjust settings . You can choose the number of sentences you want in your summary and decide whether to highlight keywords.
  • Press the button . Just click the button, and the results will not keep you waiting!
  • Copy the result . Your summary will appear in just a few seconds! All you need to do is just copy it in one click.

Do you still have concerns about using our case study summarizer? Then check out its incredible features:

A case study is typically presented as a report, separated into sections with headings and subheadings. It must contain a description of the issue, an explanation of the relevance of the case, and an analysis with conclusions. It ends with implications and recommendations on how to address the issue.

What Is a Case Study?

A case study is a detailed investigation of one person, group, or event. It aims to learn as much as possible about an individual or a group to generalize the findings on other similar cases. The case study can be employed in various fields, including psychology , medicine , social work, etc.

Here are some case study topics from different professional spheres:

  • Medicine : Analysis of the medical and occupational records of a non-smoking individual with lung cancer.
  • Business : The decision of Warren Buffett to acquire Precision Castparts Corporation and why that acquisition was a mistake.
  • Psychology : The case of Bertha Pappenheim , who suffered from hysteria and contributed to the development of talk therapy to treat mental illness.

Case Study Elements

There are 8 essential elements in any case study. Check the table below to learn more details about each component.

Summarizing is a fundamental skill for everyone since it allows you to distinguish essential information and effectively communicate it to others. In the following paragraphs, we will share a case study summary tutorial.

Executive Summary Case Study

An executive summary is a detailed overview of a report. It saves readers time by summarizing the essential points of the study. It is frequently written to be shared with people who may not have time to read the complete report, for example, CEOs or department heads.

Although the format may vary, the primary elements of an executive summary are as follows:

  • An opening statement and some background information .
  • The purpose of the report.
  • Methodology.
  • Summarized and justified recommendations.

How Long Is an Executive Summary?

Your executive summary’s length will vary depending on the text it summarizes. Typically, it takes 10-15% of the full report’s length . Therefore, an executive summary can range from 1 paragraph to 10 pages.

Case Study Summary Guide

Take these 5 steps to write a compelling case study summary:

Step 1 – Read the entire study

Before writing the summary, carefully read the research study from beginning to end.

Step 2 – Highlight the major points

As you read, make notes and underline significant facts, relevant conclusions, and suggested actions.

Step 3 – Divide the document into main sections

Determine what each part of the report is about, and summarize each in a few sentences. You can use the executive summary structure mentioned above to guide your writing.

Step 4 – Be concise

Do not write more than 10% of the length of the original document.

Step 5 – Proofread your summary

Reread your case study summary to ensure it makes sense as an independent piece of writing. Set it aside for a while and look at it with fresh eyes to notice any incoherence and redundant or lacking details.

✒️️ Case Study Summary Example

We have prepared an example of a case study summary for you to see how everything works in practice!

Here is the full report: Akron’s Children’s Hospital: Case Study .

Now, check its summarized version:

Akron Children’s Hospital is a leading pediatric hospital in Northeastern Ohio that faces competition and needs to differentiate itself to attract more patients. To gain insight into the decision-making process of patients' parents, the hospital hired a team of researchers led by Marcus Thomas LLC to conduct business and market analysis.

An observational study was conducted to collect consumer data, including perceptions of the hospital and the criteria used to select it. The problem was that a highly competitive medical industry in Northeastern Ohio resulted in reduced patient volume and financial losses at Akron Children’s Hospital.

The proposed solution was to rethink the hospital’s operations and marketing approach to differentiate it from the competitors and attract more patients. Furthermore, the treatment of certain groups of children had to be improved by increasing the number of specializations available at the hospital.

The organization was recommended to develop an efficient marketing strategy, enhance service delivery, and implement highly innovative medical technologies and procedures.

✅ 5 Benefits of the Case Summarizer You Should Consider

Still in doubt whether our case study summary tool is worth using? Check out its benefits:

  • It is time-saving . The online tool is perfect for students in medicine or psychology since it allows for consuming a lot of information in a short time.
  • It is easy to use . The interface of our case summarizer is so simple to navigate that even a child can handle it.
  • It is unlimited . Try our online summarizer as many times as you need. There are no limitations!
  • It is free . You can summarize a case study online in a few minutes without spending money. Such a considerable benefit for prudent students!
  • It is accurate . The case summary generator uses essential keywords and phrases to isolate only the most relevant information.
  • Executive Summary | USC Libraries
  • Case Studies | Carnegie Mellon University
  • Writing a Case Study | Monash University
  • Guidelines for Writing a Summary | Hunter College
  • Executive Summaries | Colorado State University

synopsis of case study

How To Summarize A Case Study

  • Success Team
  • December 14, 2022

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synopsis of case study

Case studies are an important research tool used by businesses, marketers, and academics to gain insight into a particular situation or problem. They are often used to analyze customer experiences, product performance, and market trends. Summarizing a case study is a critical skill for any researcher, as it allows them to quickly and effectively convey the key points of the study to their audience. In this article, we’ll discuss the best practices for summarizing a case study and provide tips for making your summary as effective as possible.

What Is A Case Study?

A case study is an in-depth examination of a particular situation or problem. It is used to analyze customer experiences, product performance, and market trends. Case studies are often used to identify potential solutions to a problem or to gain insight into a particular situation. They can also be used to compare different approaches to solving a problem or to evaluate the effectiveness of a particular solution.

Why Summarize A Case Study?

Summarizing a case study is an important skill for any researcher, as it allows them to quickly and effectively convey the key points of the study to their audience. Summarizing a case study can help you make sure that your audience understands the key points of the study and can help you focus on the most important aspects of the study. Additionally, summarizing a case study can help you save time, as it allows you to quickly review the key points of the study without having to read through the entire document.

Tips For Summarizing A Case Study

1. read the entire study.

The first step in summarizing a case study is to read the entire study. This will help you get a better understanding of the key points of the study and will help you identify the most important aspects of the study. Additionally, reading the entire study will help you identify any potential gaps or areas that need further exploration.

2. Identify the Main Points

Once you’ve read the entire study, the next step is to identify the main points of the study. This can be done by looking for key words or phrases that are repeated throughout the study. Additionally, you can look for any conclusions or recommendations that the study makes. Identifying the main points of the study will help you focus your summary and ensure that you are conveying the most important aspects of the study.

3. Write a Clear Summary

Once you’ve identified the main points of the study, the next step is to write a clear and concise summary. This should include a brief overview of the study, the main points of the study, and any conclusions or recommendations that the study makes. Additionally, you should include any key words or phrases that are repeated throughout the study. Writing a clear and concise summary will help ensure that your audience understands the key points of the study.

4. Use SEO Optimization

When summarizing a case study, it’s important to use SEO optimization to ensure that your summary is easily found by search engines. This can be done by including relevant keywords and phrases throughout the summary. Additionally, you should include a meta description that accurately describes the content of the summary. Using SEO optimization will help ensure that your summary is easily found by search engines and will help your summary rank higher in search engine results.

5. Edit and Proofread

Once you’ve written your summary, the next step is to edit and proofread it. This will help ensure that your summary is clear, concise, and free of any errors. Additionally, it will help ensure that your summary conveys the key points of the study accurately and effectively. Editing and proofreading your summary will help ensure that your summary is of the highest quality and will help ensure that your audience understands the key points of the study.

Summarizing a case study is an important skill for any researcher, as it allows them to quickly and effectively convey the key points of the study to their audience. In this article, we’ve discussed the best practices for summarizing a case study and provided tips for making your summary as effective as possible. By following these tips, you can ensure that your summary is clear, concise, and free of any errors. Additionally, you can use SEO optimization to ensure that your summary is easily found by search engines and will help your summary rank higher in search engine results.

How To Use The Best Large Language Models With Speak

synopsis of case study

Step 1: Create Your Speak Account

To start your transcription and analysis, you first need to create a Speak account . No worries, this is super easy to do!

Get a 7-day trial with 30 minutes of free English audio and video transcription included when you sign up for Speak.

To sign up for Speak and start using Speak Magic Prompts, visit the Speak app register page here .

synopsis of case study

Step 2: Upload Your Language Data

We typically recommend MP4s for video or MP3s for audio.

However, we accept a range of audio, video and text file types.

You can upload your file for transcription in several ways using Speak:

Accepted Audio File Types

Accepted video file types, accepted text file types, csv imports.

You can also upload CSVs of text files or audio and video files. You can learn more about CSV uploads and download Speak-compatible CSVs here .

With the CSVs, you can upload anything from dozens of YouTube videos to thousands of Interview Data.

Publicly Available URLs

You can also upload media to Speak through a publicly available URL.

As long as the file type extension is available at the end of the URL you will have no problem importing your recording for automatic transcription and analysis.

YouTube URLs

Speak is compatible with YouTube videos. All you have to do is copy the URL of the YouTube video (for example, https://www.youtube.com/watch?v=qKfcLcHeivc ).

Speak will automatically find the file, calculate the length, and import the video.

If using YouTube videos, please make sure you use the full link and not the shortened YouTube snippet. Additionally, make sure you remove the channel name from the URL.

Speak Integrations

As mentioned, Speak also contains a range of integrations for Zoom , Zapier , Vimeo and more that will help you automatically transcribe your media.

This library of integrations continues to grow! Have a request? Feel encouraged to send us a message.

synopsis of case study

Step 3: Calculate and Pay the Total Automatically

Once you have your file(s) ready and load it into Speak, it will automatically calculate the total cost (you get 30 minutes of audio and video free in the 7-day trial - take advantage of it!).

If you are uploading text data into Speak, you do not currently have to pay any cost. Only the Speak Magic Prompts analysis would create a fee which will be detailed below.

Once you go over your 30 minutes or need to use Speak Magic Prompts, you can pay by subscribing to a personalized plan using our real-time calculator .

You can also add a balance or pay for uploads and analysis without a plan using your credit card .

synopsis of case study

Step 4: Wait for Speak to Analyze Your Language Data

If you are uploading audio and video, our automated transcription software will prepare your transcript quickly. Once completed, you will get an email notification that your transcript is complete. That email will contain a link back to the file so you can access the interactive media player with the transcript, analysis, and export formats ready for you.

If you are importing CSVs or uploading text files Speak will generally analyze the information much more quickly.

synopsis of case study

Step 5: Visit Your File Or Folder

Speak is capable of analyzing both individual files and entire folders of data.

When you are viewing any individual file in Speak, all you have to do is click on the "Prompts" button.

synopsis of case study

If you want to analyze many files, all you have to do is add the files you want to analyze into a folder within Speak.

You can do that by adding new files into Speak or you can organize your current files into your desired folder with the software's easy editing functionality.

synopsis of case study

Step 6: Select Speak Magic Prompts To Analyze Your Data

What are magic prompts.

Speak Magic Prompts leverage innovation in artificial intelligence models often referred to as "generative AI".

These models have analyzed huge amounts of data from across the internet to gain an understanding of language.

With that understanding, these "large language models" are capable of performing mind-bending tasks!

With Speak Magic Prompts, you can now perform those tasks on the audio, video and text data in your Speak account.

synopsis of case study

Step 7: Select Your Assistant Type

To help you get better results from Speak Magic Prompts, Speak has introduced "Assistant Type".

These assistant types pre-set and provide context to the prompt engine for more concise, meaningful outputs based on your needs.

To begin, we have included:

Choose the most relevant assistant type from the dropdown.

synopsis of case study

Step 8: Create Or Select Your Desired Prompt

Here are some examples prompts that you can apply to any file right now:

  • Create a SWOT Analysis
  • Give me the top action items
  • Create a bullet point list summary
  • Tell me the key issues that were left unresolved
  • Tell me what questions were asked
  • Create Your Own Custom Prompts

A modal will pop up so you can use the suggested prompts we shared above to instantly and magically get your answers.

If you have your own prompts you want to create, select "Custom Prompt" from the dropdown and another text box will open where you can ask anything you want of your data!

synopsis of case study

Step 9: Review & Share Responses

Speak will generate a concise response for you in a text box below the prompt selection dropdown.

In this example, we ask to analyze all the Interview Data in the folder at once for the top product dissatisfiers.

You can easily copy that response for your presentations, content, emails, team members and more!

Speak Magic Prompts As ChatGPT For Interview Data Pricing

Our team at Speak Ai continues to optimize the pricing for Magic Prompts and Speak as a whole.

Right now, anyone in the 7-day trial of Speak gets 100,000 characters included in their account.

If you need more characters, you can easily include Speak Magic Prompts in your plan when you create a subscription.

You can also upgrade the number of characters in your account if you already have a subscription.

Both options are available on the subscription page .

Alternatively, you can use Speak Magic Prompts by adding a balance to your account. The balance will be used as you analyze characters.

Completely Personalize Your Plan 📝

Here at Speak, we've made it incredibly easy to personalize your subscription.

Once you sign-up, just visit our custom plan builder and select the media volume, team size, and features you want to get a plan that fits your needs.

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When you subscribe, you will also get a free premium add-on for three months!

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Once you subscribe to a plan, all you have to do is send us a live chat with your selected premium add-on from the list below:

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synopsis of case study

Transcribe and analyze your media like never before.

Automatically generate transcripts, captions, insights and reports with intuitive software and APIs.

AI for Businesses: Seven Case Studies and How You Can Use It

Bailey Maybray

Updated: March 11, 2024

Published: August 31, 2023

Artificial intelligence has become an essential growth strategy for entrepreneurs. Almost 9 in 10 organizations believe AI will enable them to gain or sustain a competitive advantage — yet only 35% of companies currently leverage AI.

AI for businesses: a robot thinks.

The majority of businesses leave the benefits of using AI — from optimizing research to streamlining operations — on the table. To stay competitive, entrepreneurs need to figure out how to integrate AI into their business strategy.

Table of contents:

What is AI for businesses?

What are the benefits of ai for businesses, ai for businesses case studies, ai for businesses tools.

AI for businesses involves integrating AI into a business’s strategy, mainly for tasks that require some level of human intelligence. Within a business, as examples, AI can:

  • Convert speech to text for emails or memos
  • Translate text for foreign markets
  • Generate images from text for marketing purposes
  • Solve problems, such as aggregating data to make data-driven decisions

For the most part, AI for businesses does not necessarily entail replacing a human worker with AI. Rather, professionals on all levels — from entry-level workers to C-suite executives — can use AI to improve their job performance.

“Across nearly every business function, we’re seeing AI make a major impact on business as usual,” explains Chief Content Officer at Marketing AI Institute Mark Kaput . Benefits of using AI in business include:

  • Automating data-driven, repetitive tasks such as data entry
  • Increasing revenue by making better predictions
  • Enhancing customer experiences by providing more readily available support
  • Driving growth by aggregating data and outputting highly targeted ads and marketing campaigns

Aside from more direct benefits, AI has also improved popular business tools. For example, Google Workspace uses AI to enable users to create automatic Google Docs summaries, generate text based on prompts, and more.

Additionally, as AI adoption increases (it doubled from 2017 to 2022), so does the need to leverage it to stay competitive. Almost 8 in 10 organizations believe incumbent competitors already use AI — not surprisingly since 73% of consumers are open to using AI if it makes their lives easier.

AI has been an impactful tool across different industries, from podcasts to fashion to health care.

1. Reduce time and resources needed to create podcast content

In Kaput’s content-creation business, his team leverages AI to decrease the time he spends on their weekly podcast by 75%. This involves using AI to create promotional campaign material (e.g., graphics, emails) alongside script writing.

Podcasts necessitate a human host ( most of the time ), but AI can help optimize the process of getting from idea to episode.

2. Optimize supply chain operations in the fashion industry

Retailers often deal with a significant amount of guesswork. For example, predicting what kind of clothing to stock typically requires historical data and educated guesses.

AI can streamline supply chain operations for retailers. These tools take in necessary data, such as prior inventory levels and sales performance, and predict future sales with greater accuracy.

Fast fashion retailers (e.g., H&M, Zara) have seen growths in revenue by leveraging predictive analytics driven by AI.

3. Speed up and improve accuracy of diagnoses

Physicians often use imaging as a tool to provide accurate patient diagnoses. However, images often show only one part of a larger story — requiring physicians to look into a patient’s medical history.

AI can help optimize this process. For example, at Hardin Memorial Health (HMH), doctors can use AI to bring up a summary of the patient’s medical history and highlight information relevant to the imaging.

For example, one radiologist at the hospital found a bone lesion in an image, which can have many different causes. However, AI sifted through the patient’s medical background and showed the physician the patient’s history of smoking, giving them a better idea for potential treatments.

4. Create professional videos within minutes

If your business plans on creating a video, they need to find a speaker, acquire a high-quality camera, set up a studio, and edit. This can take days to finalize, but AI has made it possible to create a professional video in less than fifteen minutes.

For instance, Synthesia offers tools that enable the creation of videos featuring 140+ realistic-looking avatars, 120+ language options, and high-quality voice-overs.

5. Provide robots with autonomous functions

AI also has many industrial applications. For instance, Built Robotics uses AI to create autonomous heavy machinery that can operate in difficult environments.

One of their robots works in solar piling, or the process of creating solid foundations to place solar panels on. This entails placing foundations on uneven terrain and working with very strict design parameters, which can take time when done manually. However, AI-driven robots can automate and speed up this process significantly.

6. Act as a personal confidant

Generative AI tools such as ChatGPT often output human-sounding text. After all, its learning comes primarily from what people post on the internet. Replika recognized the opportunity to capitalize on this potential human-adjacent relationship and launched their “AI companion who cares.”

Users can create an avatar, customize its likes and interests, and build a relationship with it. The avatar can hop on video calls and chat, interact with real-life environments via augmented reality (AR), and provide guidance to their human companions.

7. Generate mock websites in minutes

Creating a minimum viable product (MVP) often entails launching a simple website to collect user information. But not everyone can code a functional website. AI tools enable users to create mock websites without any coding skills.

For example, you can use Uizard, which outputs app, web, and user interface (UI) designs after receiving instructions in text. Users type in what kind of app or website they want with a few other design parameters. Then, Uizard gives them a design of what their idea would look like.

In this case, AI performs a number of functions, including converting screenshots to functional designs and creating UI designs via simple text. Without AI, these tasks would take hours of technical and graphical work. You can also use AI to supplement your site's content, such as by using it to create blog posts. 

Though you can dive headfirst into AI, Kaput recommends doing thorough research before adopting new AI tools. He advises business owners to first ask themselves the following questions about their tasks:

  • Is the task data-driven?
  • Does the task follow a standard set of steps?
  • Is the task predictive?
  • Is the task generative?

If you answer yes to any of these questions, you likely have a solid starting point to integrate AI into your business. Once you understand which tasks you can apply AI to, you can look into different tools that can improve and speed up different parts of your operations.

AI has most visibly impacted marketing, with image and text tools going viral on social media. Tools can help create graphics for social media, write articles, design logos, and more. Consider using the following tools to integrate AI into your marketing:

  • LogoAi : Designs logos using AI
  • ChatGPT : Provides powerful text in response to prompts
  • DALL·E 2 : Creates unique images in response to prompts 
  • LOVO : Converts text to natural-sounding speech

AI can aid in high-level thinking, such as devising a business plan or strategy. The following tools can help validate ideas, provide useful analysis, and summarize complex information:

  • VenturusAI : Analyzes business ideas for strategic planning
  • Zapier : Connects apps to automated workflows

AI can be used to replace repetitive, manual tasks. Using the following tools, you can increase your productivity, speed up research, and more:

  • Jamie : Automatically takes notes and creates an executive summary with action items
  • Tome : Creates AI-powered presentations
  • Consensus : Provides answers using insights from evidence-based research papers

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Sensitivity analysis of a 2D flood inundation model. A case study of Tous Dam

  • Original Article
  • Published: 25 March 2024
  • Volume 83 , article number  213 , ( 2024 )

Cite this article

  • Aftab Ullah 1 ,
  • Sajjad Haider 1 &
  • Rashid Farooq 2  

Floods are one of the most common natural hazard having far reaching environmental implications such as soil and bank erosion, pollution of ground and surface water and landslides etc. Flood inundation modeling is frequently simulated through the numerical solution of 2D shallow water equations. These equations are a potent tool that can be used to obtain satisfactory solutions in complex riverine geometry. The usage of Sensitivity Analysis (SA) is becoming more prevalent in environmental modeling for various purposes such as uncertainty assessment, model calibration, and robust decision-making. This research is a case study of the Tous Dam break in Spain and the resultant urban flooding which was assessed for SA using the method of Morris. In all, five parameters were assessed, namely, river Manning, large roughness, time step, turbulent coefficient, and downstream boundary condition for their influence on the model output. The output, comprising depth, flood extent, bed shear stress, and time of initial inundation among others was assessed spatially as well as temporally. The temporal disaggregation revealed that the dominant factors changed position as the flood regime changed from rising to peak and then to recession. The peak flow stage had the large roughness as the most influential parameter and river Manning in the first 2 h of the rising phase while downstream boundary condition predominated during both the rising and receding phases. Curiously, temporal disaggregation revealed that the model time step, which was a marginally important parameter throughout, was able to assume the No. 1 ranking during the phase of decreasing flow i.e. the onset of the recession phase, when the model time step has to adjust from high flow velocity to slower velocities.

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Acknowledgements

I would like to extend my wholehearted gratitude towards my supervisor Dr. Sajjad Haider, of the Department of Water Resources Engineering and Management, NUST Institute of Civil Engineering (NICE), National University of Sciences and Technology, Islamabad, Pakistan for all the time and support he provided me technically and morally.

The authors declare that no funds, grants, or other support were received during the preparation of this manuscript.

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Conceptualization: SH; methodology: AU, SH, RF; data curation: AU; formal analysis and investigation: AU, SH; software: AU; validation and visualization: AU; writing—original draft preparation: AU; writing—review and editing: SH, RF; supervision: SH.

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Ullah, A., Haider, S. & Farooq, R. Sensitivity analysis of a 2D flood inundation model. A case study of Tous Dam. Environ Earth Sci 83 , 213 (2024). https://doi.org/10.1007/s12665-024-11500-w

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Use of Abortion Pills Has Risen Significantly Post Roe, Research Shows

Pam Belluck

By Pam Belluck

Pam Belluck has been reporting about reproductive health for over a decade.

  • Share full article

On the eve of oral arguments in a Supreme Court case that could affect future access to abortion pills, new research shows the fast-growing use of medication abortion nationally and the many ways women have obtained access to the method since Roe v. Wade was overturned in June 2022.

The Details

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Pam Belluck is a health and science reporter, covering a range of subjects, including reproductive health, long Covid, brain science, neurological disorders, mental health and genetics. More about Pam Belluck

Delving into Dalvik: A Look Into DEX Files

Written by: Aseel Kayal

During the analysis of a banking trojan sample targeting Android smartphones, Mandiant identified the repeated use of a string obfuscation mechanism throughout the application code. To fully analyze and understand the application's functionality, one possibility is to manually decode the strings in each obfuscated method encountered, which can be a time-consuming and repetitive process. 

Another possibility is to use paid tools such as  JEB decompiler  that allow quick identification and patching of code in Android applications, but we found that the ability to do the same with free static analysis tools is limited. We therefore explored the possibility of finding and modifying the obfuscated methods by inspecting the Dalvik bytecode. 

Through a case study of the banking trojan sample, this blog post aims to give an insight into the Dalvik Executable file format, how it is constructed, and how it can be altered to make analysis easier. Additionally, we are releasing a tool called  dexmod  that exemplifies Dalvik bytecode patching and helps modify DEX files.

In this case study, we will examine a Nexus banking trojan malicious sample (File MD5:  d87e04db4f4a36df263ecbfe8a8605bd ). Nexus is a framework offered for sale in an underground forum, and it is capable of stealing funds from numerous banking applications on Android phones. A  report  published by Cyble offers more details about this framework and a thorough analysis of the sample.

Using  jadx  to analyze the sample, the  AndroidManifest.xml  file in the application ( d87 ...) shows that it requests access to the device's SMS messages, contacts, phone calls, and more sensitive information. The main activity in  AndroidManifest.xml  is not present in the application initially as it is later unpacked, but another class mentioned " com.toss.soda.RWzFxGbGeHaKi " extends the Application class, meaning it will be the first class to run in the application:

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig1.max-1500x1500.png

Figure 1: Main activity and Application subclass in AndroidManifest.xml

The  onCreate()  callback in the Application subclass, " com.toss.soda.RWzFxGbGeHaKi ", refers to two additional methods:  melodynight()  and  justclinic() , and the latter only calls another method:  bleakperfect() .

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig2.max-1900x1900.png

Figure 2: onCreate() method in the Application subclass

The  bleakperfect()  method, along with several others in the application, contains a large amount of dead code that involves assigning values to variables and performing arithmetic operations on them using multiple loops, but eventually the variables are never used. 

Furthermore, this method is used to decode strings that are referenced elsewhere in the code. This is done by XORing a byte array (the encoded string) with another byte array (the XOR key), and storing the result in a third byte array that is converted into a string.

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig3.max-1200x1200.png

Figure 3: Excerpt from obfuscated method to decode a string

Patching methods such as this one to remove the redundant code and to replace the lengthy XOR operation with a string return, can make the analysis of the application much easier and more time efficient. To do this, we must understand how this code appears in DEX files.

DEX Overview

Android applications are primarily written in Java. To run on Android devices, the Java code is compiled into Java bytecode, and then translated into Dalvik bytecode. The Dalvik bytecode can be found in DEX (Dalvik Executable) files in the APK. An APK (Android Package Kit) is essentially a ZIP file that contains an application's code and needed resources. It is possible to examine DEX files by extracting the APK's contents. 

DEX files are divided into several sections, including a header, string table, class definitions, method code, and other data. Most sections are divided into chunks of equal size that hold multiple values to define the items in the section. To show how common concepts in Java such as classes or strings are translated in a DEX file, we will use the  class_defs  section as an example.

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig4.max-1600x1600.png

Figure 4: Illustration of DEX file sections and items

The  class_defs  section is composed of  class_def_items , which are 32 bytes long each, for every class in the application. The name of the class is stored in the following way: A  class_def_item  holds an index ( class_idx ) to an item in the  type_ids  section, which in turn holds an index ( descriptor_idx ) to another item in  string_ids . 

The value under the  string_id_item  is an offset from the start of the file, which points to the start of a  string_data_item  that contains the actual class name string ( data ), preceded by its length ( utf16_size ).

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig5.max-1200x1200.png

Figure 5: Class name from class_def_item

The  class_def_item  has another member ( class_data_off ), an offset to a  class_data_item  that represents the data associated with the class. It contains information about the static and virtual methods of the class, the static and instance fields of the class, and matching  encoded_method  and  encoded_field  items for each method and field. 

The  direct_methods  and  virtual_methods  hold a sequence of  encoded_method  items. The  method_idx_diff  value in the first  encoded_method  item in each of the method types holds the index of the matching item in the  method_ids  section. 

In subsequent items, however, this value is the difference from the index of the previous item, and to calculate the  method_ids  index the difference must be incremented to the previous  method_idx_diff  values.

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig6.max-1800x1800.png

Figure 6: Calculation of method_id_item index

Finally, the method's name in the  method_id_item  is stored under  name_idx  similarly to the class name in the  type_id_item , and the string value of the method name is retrieved using a  string_id_item  index.

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig7.max-1600x1600.png

Figure 7: Method name retrieval from encoded_method item

Each method in an Android application has a preface (or a  code_item ) that specifies information about the method's size, input and output arguments, and exception handling data. The offset of this preface in the DEX file is stored in the  code_off  value of the previously mentioned  encoded_method  item.

The first two bytes of the preface represent the  registers_size  or how many registers were used by the bytecode, followed by the input and output arguments word size, while the last four are the bytecode size (or  insns_size ). 

The bytecode size is counted in 16-bit instruction units, meaning that to calculate the number of total bytes (8-bit units) in the bytecode, this value has to be multiplied by two. The method's Dalvik bytecode starts directly after the preface.

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig8.max-1400x1400.png

Figure 8: Method preface and bytecode

So far, we have seen two examples of  string_id_items  being used to fetch class and method names from the strings table in the DEX file. But a  string_id_item  is also important in Dalvik bytecode, and it is referred to when using string values in the application code itself. 

For example, the following bytecode sequence returns the " sampleValue " string, where " 0xABCD " is the index of " sampleValue "'s  string_id_item  in the  string_ids  section (an  overview of the Dalvik bytecode and its opcode set  is available).

This means that to patch the bytecode of the malicious sample, one obstacle is that decoded strings which the obfuscated methods should return are not present in the DEX file's string table. Instead, they have to be added to the file after being decoded in order to have a matching  string_data_item  and a  string_id_item  index that can be referenced by the code. 

Naturally, adding those strings causes changes to the file's section sizes, indices, and offsets. This creates another obstacle as there are multiple dependencies between different items in the previously shown DEX file, and changing the indices or offsets they reference will cause the items to be parsed improperly or have incorrect member values. This is why when patching the methods, it is necessary to make sure that the rest of the DEX file remains intact.

To accomplish this, we created  dexmod  which is a python helper tool that patches DEX files according to the deobfuscation logic specified by the user. In addition to patching, the tool supports operations such as method lookup using a bytecode pattern, or adding strings. Documentation of this tool can be found in the Appendix.

For obfuscated methods in the Nexus sample to return decoded strings, the strings have to be decoded and added to the file with the help of dexmod. Afterwards, the bytecode sequence seen in the DEX file returning a string is placed at the start of each obfuscated method's bytecode with the corresponding  string_id_item  index. Any remaining bytes in the method can be replaced with  0x00  ( NOP ) for additional code cleanup, but this is not necessary. 

Each method's preface needs to be updated as well to reflect those changes; the register size is decreased to 1 as only one register ( v0 ) was used, and the bytecode size is updated to 3 given that it now consists of 3 16-bits instructions (6 bytes) only. The rest of the values in the preface can remain unchanged since the items they represent were not affected.

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig9.max-1400x1400.png

Figure 9: Patched bytecode

The checksum and SHA-1 signature values in the DEX file's header have to be updated too; otherwise, the verification of the file content will fail. After these steps are implemented using dexmod, we can reexamine the DEX file using jadx, and the once obfuscated functions will now have all the dead code removed and instead return the decoded strings:

https://storage.googleapis.com/gweb-cloudblog-publish/images/dex-dalvik-fig10.max-600x600.png

Figure 10: Patched methods returning decoded strings

Since the obfuscated methods in the Nexus sample are called by another method rather than directly, another possibility is to patch the caller method and return a string to skip the obfuscated one entirely. Doing so saves researchers repetitive jumps between methods during their analysis.

This case study shows how useful Dalvik bytecode patching can be for researchers, and how it can be achieved with free, open-source tools. Similar to the problems faced by other deobfuscation solutions, packers and obfuscation techniques are updated frequently, and it is unfortunately difficult to come up with a patching solution that will work for a large number of applications over a long period of time. In addition, although searching an application's bytecode is efficient for identifying code patterns, attempting to modify a DEX file without corrupting certain parts of it can be a challenge. Nevertheless, we are releasing this blog post along with the dexmod code for the sample we inspected, in the hopes that it will inspire and assist others in exploring malicious Android applications.

Appendix: Code

The  dexmod  tool contains the following scripts:

  • dexmod.py Main module, accepts a DEX file name as an argument and calls methods from  editBytecode.py  to patch the file
  • getMethodObjects.py Creates method objects with the attributes:- methodIdx: the method_idx value, which is referenced in the Dalvik bytecode to call the method- offset: the file offset of the method's bytecode- name: the method's name- bytecode: the method's bytecode
  • searchBytecode.py Looks for a bytecode pattern in the DEX file and returns matching method objects
  • editStrings.py Adds strings to the DEX file
  • editBytecode.py Intended for the implementation of a custom patching logic, contains empty methods
  • example/editBytecodeCustom.py Implements the patching logic for the case study in this blog post

The  dexmod  tool makes use of  dexterity , an open-source library that parses DEX files, and assists in adding strings to the DEX file while fixing references to the affected string IDs and other sections' offsets. The dexterity library has some limitations, it does not for once fix the string indices referenced in the bytecode, and some changes were applied to its code during this case study to add strings properly.

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Law Enforcement Deaths by Suicide

Introduction.

Police and correctional officers (hereafter referred to as public safety personnel) routinely confront arduous and psychologically taxing circumstances that can adversely affect their mental and emotional health. In a thorough survey encompassing 2,232 law enforcement officers, Mumford and colleagues (2021) noted that although two-thirds displayed healthy behaviors, approximately one-fourth encountered moderate health challenges, and a minority (6 percent) grappled with more severe health issues. Similarly, a separate study conducted by Drew and Martin (2023) involving 3,994 officers found that 44 percent experienced psychological distress, such as depression and anxiety within the previous four weeks, and nearly a quarter of them experienced moderate to severe distress.

Extensive research highlights the profound repercussions of poor wellness characteristics among public safety personnel, including cognitive dissonance toward society, feelings of isolation, and diminished self-worth, which potentially increase the risk of suicide attempts or deaths by suicide (Civilotti et al., 2022; Newiss et al., 2022; Stogner et al., 2020; Violanti & Steege, 2021). Thoen et al. (2020) reported that 12.4 percent of surveyed police officers expressed a likelihood of future suicide attempts, with 13.2 percent acknowledging suicidal thoughts in the past year. Moreover, compared to the general population, law enforcement officers face a 54 percent higher risk of dying by suicide (Violanti & Steege, 2021), underscoring the critical need for comprehensive wellness programs and support structures within the field.

Despite extensive research into the correlates of public safety personnel deaths by suicide, all police and public safety professions are challenged by the absence of a systematic, national, and comprehensive data collection effort to fully grasp the extent of the problem (Dixon, 2021; Malik et al., 2023; NASEM, 2023). Recognizing the critical need for accurate data in this area, Congress enacted the Law Enforcement Suicide Data Collection (LESDC) Act on June 16, 2020. Part of the LESDC Act mandates the Federal Bureau of Investigation (FBI) to establish a national data collection effort to seek incidental information on suicides, including gestures, ideation, and attempted suicides within the law enforcement community. However, initial federal efforts have been slow and have encountered numerous challenges.

The nonprofit organization First H.E.L.P. (Honor, Educate, Lead, Prevent) has been collecting data systematically since 2016 on deaths by suicide among public safety personnel. In late 2023, the CNA Corporation (hereafter “CNA”) initiated a partnership with First H.E.L.P. to undertake the first comprehensive analysis of its extensive dataset on public safety personnel deaths by suicide. This brief presents an overview of previous research and data collection endeavors related to public safety personnel deaths by suicide. It outlines the methodology employed by First H.E.L.P. for its data collection and offers descriptive insights into public safety personnel deaths by suicide. The results are organized according to the year of occurrence, agency information, geographical distribution, demographic attributes, position details, help-seeking behaviors, life challenges the person encountered before their death, and details about the death event.

Approved for public release. Unlimited distribution.

  • Document Number: RM-2024-U-037860-Final
  • Publication Date: 3/20/2024

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