5 Case Study Writing Guidelines

Why is it so hard to write a case study?

I think it’s to do with three things: identifying your reader, knowing the topic, and presenting the material correctly.

Construction Case Study template

5 Case Study Writing Guidelines

Let’s look at five ways to improve the structure of your next case study.

#1 Background

Assume that the case study reader has never heard of your client.

For this reason, use the background section to identify the client, specify the particular sector, location, or industry they’re in, and other details that will put the rest of the document in context.

For example, mention that they have many operators in the field, the number of regional offices, or partners – anything that will be alluded to later in the case study.

In the second paragraph, discuss why they choose to take this plan of action. Was there a specific reason? Use this to lead up to the series of challenges that follows in the next section.

#2 Introduce the company

Identify the pressing concern at that given time

Lead into the challenges they were facing because of this.

#3 Challenge

Identify the primary challenge they were facing. Then add the lesser, but also important, secondary challenges. By increasing the range and scope of challenges, you increase the likelihood that one of these will apply to your target reader. But don’t go too wide. Keep it focussed.

#4 Solution

Use the correct brand names. Note trademark and copyright symbols.

Explain Why the client chose the solution (and, if relevant, at that point in time).

Did you win the contract based on previous work, in response to an RFP, or do you have a specific technology that resolved a certain requirement?

#5 Benefits

You need to provide statistical evidence that demonstrates and quantifies how your product adds value.

What did it improve? E.g. the number of orders processed in a single shift, number of transactions, more customers

What did it reduce? E.g. number of hours to process an order, the number of staff required to complete a task, licence fees, maintenance costs, support, security, storage costs etc.

and a bonus step!

#6 Next Steps

Now that they’ve implemented the solution, what do you expect them to do next?

This helps close the case study and leave it on a positive note.

Klariti – How to Write Case Studies ebook

Case Study Tutorial

If you’ve been commissioned to write a case study, or are interested in starting a lucrative career as a marketing writer, this 21 page tutorial should give you a solid understanding of the fundamentals involved.

The tutorial explains:

  • What is a Case Study
  • Why write a Case Study
  • Length, Format and Presentation
  • How to Structure your Case Study
  • Areas to Highlight
  • Last Words

Thousands of templates to jump start your project

Acceptance Test Plan

Contingency Plan

Software Development Templates

Acquisition Plan

Conversion Plan

Software Requirements Specification

Action Plan

Cost Benefit Analysis

Software Testing

API Documentation

Database Design

Standard Operating Procedures (SOP)

Audience Analysis

Datasheet

Statement of Work

Availability Plan

Deployment Plan

System Administration Guide

Bill of Materials

Design Document

System Boundary

Business Case

Disaster Recovery Plan

System Design Document

Business Continuity

Disposition Plan

System Specifications

Business Plan

Documentation Plan

Technical Writing Templates

Business Process

Employee Handbook

Test Plan

Business Requirements

Error Message Guide

Training Plan

Business Rules

Expression of Interest

Transition Plan

Capacity Plan

Fact Sheet

Troubleshooting Guide

Case Study

Feasibility Study

Use Case

Change Management Plan

Functional Requirements

User Guide

Communication Plan

Grant Proposal

Verification and Validation Plan

Concept of Operations

Implementation Plan

White Papers

Concept Proposal

Installation Plan

Work Instructions

Configuration Management Plan

Interface Control Document

Software Development Templates

Acceptance Test Plan

Maintenance Plan

Software Requirements Specification

Acquisition Plan

Market Research

Software Testing

Action Plan

Marketing Plan

Standard Operating Procedures (SOP)

API Documentation

Needs Statement

Statement of Work

Audience Analysis

Operations Guide

System Administration Guide

Availability Plan

Policy Manual

System Boundary

Bill of Materials

Project Plan

System Design Document

Business Case

Proposal Manager Templates

System Specifications

Business Continuity

Proposal Template

Technical Writing Templates

Business Plan

Quality Assurance Plan

Test Plan

Business Process

Release Notes

Training Plan

Business Requirements

Request for Proposal

Transition Plan

Business Rules

Risk Management Plan

Troubleshooting Guide

Capacity Plan

Scope of Work

Use Case

Case Study

Security Plan

User Guide

Change Management Plan

Service Level Agreement (SLA)

Verification and Validation Plan

Communication Plan

Setup Guide

White Papers

Concept of Operations

Social Media Policy

Work Instructions

Concept Proposal

Contingency Plan

 

Configuration Management Plan

Conversion Plan