case study software tools

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Free Online Case Study Generator

Captivate your clients by highlighting your company's solutions, and get valuable insights to improve your business strategy with Venngage's case study templates.

Create a case study report that looks compelling and converts leads without any design experience. Showcase real success stories and challenges that your products and services helped to solve. Join over 40,000 businesses in using Venngage as a marketing solution.

Design from one of our case study templates

Choose from hundreds of case study templates. see all case study templates, design professional case studies for meetings, and negotiations.

Create your own case studies to share compelling success stories. Showcase products, strategies, and tactics that had made your clients grow. You don't need any design experience! All of our case study template designs are created in-house by professional designers.

You don't need to be a designer to create a professional-looking case study infographic, or in-depth, multi-page reports. Pick from our library of easy-to-edit case study templates.

Get access to high-quality stock photos and choose from over 40,000+ icons and illustrations to use. Venngage also offers a wide variety of chart and data visualization widgets that you can customize.

Want to incorporate your brand's identity? We've got you. My Brand Kit feature lets you upload your company logos, fonts, and colors. Perfect to stand out in your presentation!

Get your team involved when creating case studies. Real-time collaboration allows you to provide feedback and apply changes creating a great design in minutes.

How to create a case study in 5 easy steps:

Showcase your challenges to elevate your brand with ease

Customizable Templates

No design experience? No problem! Our stunning template designs will make your data analysis look great without even trying.

User-Friendly Editor

Easily visualize and present complex case study examples with Venngage editor. Use our Smart features to quickly add or remove shapes, lines, and branches with a single click.

Access Stunning Photography

A case study report is more engaging and impressive when you use Venngage's library of 3 million stock photos. Professional and royalty-free.

Data Visualization

With Venngage's free case study creator, you can add data collected from a Google Sheet or CSV, and the chart automatically populates the data.

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Build your brand through consistency. My Brand Kit lets you incorporate your branding into every asset you design in Venngage.

Customize Venngage's Case Study Templates

• Choose your favorite design from the templates library. We have an extended gallery of layouts you can work on. Just organize your qualitative and quantitative data, add customizable graphs, icons and images, set your brand identity, and start creating a comprehensive case study report.
• Use illustrations, icons and photos: Case studies ought to be visually engaging and inviting. That's why Venngage lets you access 40K+ icons and beautiful illustrations, impressive stock photos, and customizable charts and graphs.
• Create branded content without any design help: Branded case studies help your brand really stand out. They're an excellent form of lead generation and branding building. Showcase your expertise and real-life success stories that will win over your readers.

Collaborate with team members and stakeholders in real-time

• Replace online meetings, email threads, chats, or messages by simply clicking "Share" from the editor to send a private link to your peers.
• Share your designs, so people can work together and make adjustments to achieve the perfect showcase for your strategies.
• Work better together. Provide feedback, share expertise, and have insights for a perfect process mapping design.

Download and share your case study design with a click

• Download your document as a PDF or Interactive PDF (to use hyperlinking).
• To print your document, apply print bleeds in the editor and then download it as a PDF.
• Share your completed design using a share link - no need to download a single thing.

Great features that make your report stand out

• My Brand Kit lets you instantly apply your branding to any template design, saving you hours of time and effort.
• Access Pixabay, Pexels, and other libraries for impressive stock photos from around the world - for free.
• Hundreds of font options and styles to suit your design preferences. You can also request fonts we don't have to maintain your brand look.

How do I sign up for Venngage's case study creator?

To start using Venngage's free case study creator, sign up for free using your email, Facebook or Gmail account. Once you create an account you can choose which template to get started with and start editing in the online editor.

How do I write a case study?

The easiest way to write a case study is to get started with a template. This provides you with a pre-set cover page and table of contents; a variety of page layouts to work with; and a picture of how to organize content, add designs and break up text. A case study is not a technical document that needs to be structured in a specific and formal way. You can get creative but focus on making your content clear and easy to understand.

What's an example of a case study?

Case studies, in business and marketing, are stories of success achieved through a product or service. The product can even be a strategy or framework that was pioneered by an industry thought leader. Many brands publish case studies on their website to share how their clients see tremendous value in using their products. The case study essentially chronicles the entire client journey from having a problem, to finding the solution, and the outcome of that solution.

Try Venngage's Case Study Creator today. Sign up for free!

Get started with our case study templates:

Business case study, content marketing case study, lead generation business case study, social media case study.

The Tools You Need to Create Professional Case Studies

Julian lumpkin.

• April 27, 2020
• Creating Case Studies

Creating a Case Study takes a lot of work, but the right Case Study tools will make your job easier. Read on to learn more about our top Case Study tool suggestions.

Recommended Case Study Tools

Adobe indesign for layout design.

Great Case Studies need great design . Adobe InDesign is a robust desktop publishing and typesetting program used frequently for creating professional layouts for both print and the web. Using this industry-standard software means it’ll be easier to share the files and collaborate with others.

Zoom for Interview Recording

You must record and transcribe your interview. Recording the interview via Zoom will free you up from taking notes and allow you to focus on the conversation while still capturing every word.

Rev for Transcription

After the call, send your recording to Rev for a written transcription that you can refer back to at any time. This will make it easier to write your Case Study, and you’ll have the details documented for future use.

Upwork/Toptal/Communo for Hiring Writers, Editors, and Designers

The final version of your Case Study will be used as a marketing and selling tool, so you want it to look and read the best it possibly can. Recognize the weaknesses in your Case Study, and don’t hesitate to spend some money for extra help from an experienced writer, editor, or designer on Upwork, Toptal, or Communo.

We here at SuccessKit have a process to create an entire Case Study for you from start to finish. We have all the Case Study tools and the perfect team in place to handle every step of the process. Sign up, onboard with Julian, and put your feet up while we take care of all the rest.

Visit us at SuccessKit.io to learn more.

Julian has focused his career on B2B sales and sales management, specifically bringing new technologies to market. After years as an elite sales rep, he began leading teams, specifically focused on coaching sales reps on how to be direct, credible, and respected throughout the sales process. Julian conceived of and designed SuccessKit when running an 18 person sales-team at Axial, a b2b startup, as a way to help sales reps have better conversations by utilizing customer success examples and other content more effectively.

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What people are saying

Milo Sindell President, Skyline G

“If you’re looking for Case Studies, this is a really nice little organization to partner with. Our experience, frankly, has been excellent.”

Franklyn Peart Co-Founder, CentreStack

“We’re already recommending SuccessKit to our customers.”

John Morgan Director of Marketing, Elemental Machines

“The SuccessKit team has been great. We can tell them, ‘ABC Company had this problem,’ and they will document our solution.”

Don Mennig CEO, Evolve IP

“Julian and his team have done an excellent job for us. Definitely recommend working with them for Case Studies. ”

David Bohram Director of Marketing, Tax Guard

“I didn’t think it’d be successful to outsource Case Studies, but Julian and his team made it so easy.”

Erin Wathen Director of Branding and Events, Assure

“I really appreciate how SuccessKit takes the reins and produces such great results, allowing us to focus on what we need to do to grow the business.”

Damon Baker CEO, Lean Focus

“SuccessKit’s Case Studies give us a distinct advantage over our competition when prospects are comparing service providers.”

Chris Connor Sales Manager, SwervePay

“We’ve really appreciated the work that Julian and his team have done for us.  Very happy with the results.”

Shawn O’Daniels CEO, CSN

“SuccessKit figured out how to show the world what we do for our clients. I am blown away by the Case Study .”

James Dirksen CEO, DeepSurface Security

“This is just about the best Case Study I’ve ever seen.”

Christopher Levy CEO, BuyDRM

“The Case Study SuccessKit created for us was elite.”

Kendall Kunz CEO, Forms On Fire

“SuccessKit made it easy for clients to see what other clients see, and it’s led to more sales.”

Phil Curtolo Vice President of Sales, Software Consulting Services

“SuccessKit takes the pain and suffering out of creating quality Case Studies.”

Luke Anemone CEO, COMMANDO

“Working with SuccessKit has been pivotal in growing our client base and giving potential advertisers really good content about what we can do.”

Linze Kay Lucas Business Analyst and SEO Consultant, Stellium SEO

“I cannot speak highly enough about my experience working with SuccessKit. They were completely respectful of my client’s time and needs, as well as my own.”

Joanie Berkery Marketing Director, Adapex

“SuccessKit really helped us build the framework and presentation for our Case Study.”

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“Quality results. Authentic storytelling and quotes. Easy to work with. I’m signing up for more.”

Julie Matheney Associate Director of Digital Marketing, Feathr

“I highly recommend the SuccessKit team to anyone who’s looking to produce Case Studies.”

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Ace Rosenstein President, Bravo Business Media

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Ari Haas Founder, Dijy

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Sidney Rogers Marketing Manager, Groove Technology Solutions

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Ashlyn Burgett Director of Marketing, Dedicated IT

“The SuccessKit team makes the Case Study process painless, and they have the expertise to create high-quality content that is invaluable to sales and marketing teams.”

Carly Brightwell Head of Marketing, North Labs

“If you need Case Studies for your business, we highly recommend SuccessKit. We recieved exactly want we asked for!”

Luke Komiskey Founder and Managing Director, DataDrive

“I love working with the SuccessKit team because they make it really easy for me to focus on my business while they produce Case Studies that drive our brand forward.”

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15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

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About the Author

How to Write a Case Study: Bookmarkable Guide & Template

Published: November 30, 2023

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Sure, you could say that you're great at X or that you're way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study. In fact, HubSpot’s 2020 State of Marketing report found that case studies are so compelling that they are the fifth most commonly used type of content used by marketers.

Below, I'll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.

Case Study Definition

Case study templates, how to write a case study.

• How to Format a Case Study

Business Case Study Examples

A case study is a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.

In professional settings, it's common for a case study to tell the story of a successful business partnership between a vendor and a client. Perhaps the success you're highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company's services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers and help you attract new clients.

Free Case Study Templates

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

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

Download Free

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Click this link to access this resource at any time.

Why write a case study? 

I know, you’re thinking “ Okay, but why do I need to write one of these? ” The truth is that while case studies are a huge undertaking, they are powerful marketing tools that allow you to demonstrate the value of your product to potential customers using real-world examples. Here are a few reasons why you should write case studies. 

1. Explain Complex Topics or Concepts

Case studies give you the space to break down complex concepts, ideas, and strategies and show how they can be applied in a practical way. You can use real-world examples, like an existing client, and use their story to create a compelling narrative that shows how your product solved their issue and how those strategies can be repeated to help other customers get similar successful results.  

2. Show Expertise

Case studies are a great way to demonstrate your knowledge and expertise on a given topic or industry. This is where you get the opportunity to show off your problem-solving skills and how you’ve generated successful outcomes for clients you’ve worked with. 

3. Build Trust and Credibility

In addition to showing off the attributes above, case studies are an excellent way to build credibility. They’re often filled with data and thoroughly researched, which shows readers you’ve done your homework. They can have confidence in the solutions you’ve presented because they’ve read through as you’ve explained the problem and outlined step-by-step what it took to solve it. All of these elements working together enable you to build trust with potential customers.

4. Create Social Proof

Using existing clients that have seen success working with your brand builds social proof . People are more likely to choose your brand if they know that others have found success working with you. Case studies do just that — putting your success on display for potential customers to see. 

All of these attributes work together to help you gain more clients. Plus you can even use quotes from customers featured in these studies and repurpose them in other marketing content. Now that you know more about the benefits of producing a case study, let’s check out how long these documents should be. 

How long should a case study be?

The length of a case study will vary depending on the complexity of the project or topic discussed. However, as a general guideline, case studies typically range from 500 to 1,500 words. 

Whatever length you choose, it should provide a clear understanding of the challenge, the solution you implemented, and the results achieved. This may be easier said than done, but it's important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the reader's interest.

The primary goal here is to effectively communicate the key points and takeaways of the case study. It’s worth noting that this shouldn’t be a wall of text. Use headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers. We’ve also seen brands incorporate video elements into case studies listed on their site for a more engaging experience. 

Ultimately, the length of your case study should be determined by the amount of information necessary to convey the story and its impact without becoming too long. Next, let’s look at some templates to take the guesswork out of creating one. 

To help you arm your prospects with information they can trust, we've put together a step-by-step guide on how to create effective case studies for your business with free case study templates for creating your own.

Tell us a little about yourself below to gain access today:

And to give you more options, we’ll highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done.

1. General Case Study Template

Do you have a specific product or service that you’re trying to sell, but not enough reviews or success stories? This Product Specific case study template will help.

This template relies less on metrics, and more on highlighting the customer’s experience and satisfaction. As you follow the template instructions, you’ll be prompted to speak more about the benefits of the specific product, rather than your team’s process for working with the customer.

4. Bold Social Media Business Case Study Template

You can find templates that represent different niches, industries, or strategies that your business has found success in — like a bold social media business case study template.

In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sale of your service. Customize it to reflect the different marketing channels used in your business and show off how well your business has been able to boost traffic, engagement, follows, and more.

5. Lead Generation Business Case Study Template

It’s important to note that not every case study has to be the product of a sale or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template.

If you’re looking to share operational successes regarding how your team has improved processes or content, you should include the stories of different team members involved, how the solution was found, and how it has made a difference in the work your business does.

Now that we’ve discussed different templates and ideas for how to use them, let’s break down how to create your own case study with one.

• Get started with case study templates.
• Determine the case study's objective.
• Establish a case study medium.
• Find the right case study candidate.
• Contact your candidate for permission to write about them.
• Ensure you have all the resources you need to proceed once you get a response.
• Download a case study email template.
• Define the process you want to follow with the client.
• Ensure you're asking the right questions.
• Layout your case study format.
• Publish and promote your case study.

1. Get started with case study templates.

Telling your customer's story is a delicate process — you need to highlight their success while naturally incorporating your business into their story.

If you're just getting started with case studies, we recommend you download HubSpot's Case Study Templates we mentioned before to kickstart the process.

2. Determine the case study's objective.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives.

Your first step when writing a case study is to determine the objective or goal of the subject you're featuring. In other words, what will the client have succeeded in doing by the end of the piece?

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

• Complying with government regulation
• Lowering business costs
• Becoming profitable
• Generating more leads
• Closing on more customers
• Generating more revenue
• Expanding into a new market
• Becoming more sustainable or energy-efficient

3. Establish a case study medium.

Next, you'll determine the medium in which you'll create the case study. In other words, how will you tell this story?

Case studies don't have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel.

Here are some different case study mediums to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they'll know the partnership between you and your client was a genuine success.

4. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who's well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they're more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you've provided non-traditional customers — in industries that you don't usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own. In fact, 89% of consumers say they'll buy from a brand they already recognize over a competitor, especially if they already follow them on social media.

Customers that came to you after working with a competitor help highlight your competitive advantage and might even sway decisions in your favor.

5. Contact your candidate for permission to write about them.

To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

Most importantly at this point, however, is getting your subject's approval. When first reaching out to your case study candidate, provide them with the case study's objective and format — both of which you will have come up with in the first two steps above.

To get this initial permission from your subject, put yourself in their shoes — what would they want out of this case study? Although you're writing this for your own company's benefit, your subject is far more interested in the benefit it has for them.

Benefits to Offer Your Case Study Candidate

Here are four potential benefits you can promise your case study candidate to gain their approval.

Brand Exposure

Explain to your subject to whom this case study will be exposed, and how this exposure can help increase their brand awareness both in and beyond their own industry. In the B2B sector, brand awareness can be hard to collect outside one's own market, making case studies particularly useful to a client looking to expand their name's reach.

Employee Exposure

Allow your subject to provide quotes with credits back to specific employees. When this is an option for them, their brand isn't the only thing expanding its reach — their employees can get their name out there, too. This presents your subject with networking and career development opportunities they might not have otherwise.

Product Discount

This is a more tangible incentive you can offer your case study candidate, especially if they're a current customer of yours. If they agree to be your subject, offer them a product discount — or a free trial of another product — as a thank-you for their help creating your case study.

Backlinks and Website Traffic

Here's a benefit that is sure to resonate with your subject's marketing team: If you publish your case study on your website, and your study links back to your subject's website — known as a "backlink" — this small gesture can give them website traffic from visitors who click through to your subject's website.

Additionally, a backlink from you increases your subject's page authority in the eyes of Google. This helps them rank more highly in search engine results and collect traffic from readers who are already looking for information about their industry.

6. Ensure you have all the resources you need to proceed once you get a response.

So you know what you’re going to offer your candidate, it’s time that you prepare the resources needed for if and when they agree to participate, like a case study release form and success story letter.

Let's break those two down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

• A clear explanation of why you are creating this case study and how it will be used.
• A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
• An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
• A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter.

7. Download a case study email template.

While you gathered your resources, your candidate has gotten time to read over the proposal. When your candidate approves of your case study, it's time to send them a release form.

A case study release form tells you what you'll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick-off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:

8. Define the process you want to follow with the client.

Before you can begin the case study, you have to have a clear outline of the case study process with your client. An example of an effective outline would include the following information.

The Acceptance

First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you. It's also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you'll want to ask the participant to complete a questionnaire before this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer's experience with your product or service.

The Draft Review

After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results and impressive growth, as well.

9. Ensure you're asking the right questions.

Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

• What are your goals?
• What challenges were you experiencing before purchasing our product or service?
• What made our product or service stand out against our competitors?
• What did your decision-making process look like?
• How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing." Sounds fancy, right? It's actually quite simple — ask open-ended questions.

If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe ...?" or, "Tell me about ..."

In terms of the interview structure, we recommend categorizing the questions and flowing them into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.

Open with the customer's business.

The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

• How long have you been in business?
• How many employees do you have?
• What are some of the objectives of your department at this time?

Cite a problem or pain point.

To tell a compelling story, you need context. That helps match the customer's need with your solution. Sample questions might include:

• What challenges and objectives led you to look for a solution?
• What might have happened if you did not identify a solution?
• Did you explore other solutions before this that did not work out? If so, what happened?

Discuss the decision process.

Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

• How did you hear about our product or service?
• Who was involved in the selection process?
• What was most important to you when evaluating your options?

Explain how a solution was implemented.

The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:

• How long did it take to get up and running?
• Did that meet your expectations?
• Who was involved in the process?

Explain how the solution works.

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

• Is there a particular aspect of the product or service that you rely on most?
• Who is using the product or service?

End with the results.

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

• How is the product or service helping you save time and increase productivity?
• In what ways does that enhance your competitive advantage?
• How much have you increased metrics X, Y, and Z?

10. Lay out your case study format.

When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?

To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Here are the sections we suggest, which we'll cover in more detail down below:

• Title: Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
• Subtitle: Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
• Executive Summary : A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
• About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
• Challenges and Objectives: A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
• How Product/Service Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
• Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
• Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
• Future Plans: Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
• Call to Action (CTA): Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.

When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

11. Publish and promote your case study.

Once you've completed your case study, it's time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Lead Gen in a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client's success and asking readers to fill out a form with their name and email address if they'd like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a "Case Studies" or "Testimonials" button along your homepage's top navigation bar.

Format for a Case Study

The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.

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The title is one of the most important parts of your case study. It should draw readers in while succinctly describing the potential benefits of working with your company. To that end, your title should:

• State the name of your custome r. Right away, the reader must learn which company used your products and services. This is especially important if your customer has a recognizable brand. If you work with individuals and not companies, you may omit the name and go with professional titles: “A Marketer…”, “A CFO…”, and so forth.
• State which product your customer used . Even if you only offer one product or service, or if your company name is the same as your product name, you should still include the name of your solution. That way, readers who are not familiar with your business can become aware of what you sell.
• Allude to the results achieved . You don’t necessarily need to provide hard numbers, but the title needs to represent the benefits, quickly. That way, if a reader doesn’t stay to read, they can walk away with the most essential information: Your product works.

The example above, “Crunch Fitness Increases Leads and Signups With HubSpot,” achieves all three — without being wordy. Keeping your title short and sweet is also essential.

2. Subtitle

Your subtitle is another essential part of your case study — don’t skip it, even if you think you’ve done the work with the title. In this section, include a brief summary of the challenges your customer was facing before they began to use your products and services. Then, drive the point home by reiterating the benefits your customer experienced by working with you.

The above example reads:

“Crunch Fitness was franchising rapidly when COVID-19 forced fitness clubs around the world to close their doors. But the company stayed agile by using HubSpot to increase leads and free trial signups.”

We like that the case study team expressed the urgency of the problem — opening more locations in the midst of a pandemic — and placed the focus on the customer’s ability to stay agile.

3. Executive Summary

The executive summary should provide a snapshot of your customer, their challenges, and the benefits they enjoyed from working with you. Think it’s too much? Think again — the purpose of the case study is to emphasize, again and again, how well your product works.

The good news is that depending on your design, the executive summary can be mixed with the subtitle or with the “About the Company” section. Many times, this section doesn’t need an explicit “Executive Summary” subheading. You do need, however, to provide a convenient snapshot for readers to scan.

In the above example, ADP included information about its customer in a scannable bullet-point format, then provided two sections: “Business Challenge” and “How ADP Helped.” We love how simple and easy the format is to follow for those who are unfamiliar with ADP or its typical customer.

4. About the Company

Readers need to know and understand who your customer is. This is important for several reasons: It helps your reader potentially relate to your customer, it defines your ideal client profile (which is essential to deter poor-fit prospects who might have reached out without knowing they were a poor fit), and it gives your customer an indirect boon by subtly promoting their products and services.

Feel free to keep this section as simple as possible. You can simply copy and paste information from the company’s LinkedIn, use a quote directly from your customer, or take a more creative storytelling approach.

In the above example, HubSpot included one paragraph of description for Crunch Fitness and a few bullet points. Below, ADP tells the story of its customer using an engaging, personable technique that effectively draws readers in.

5. Challenges and Objectives

The challenges and objectives section of your case study is the place to lay out, in detail, the difficulties your customer faced prior to working with you — and what they hoped to achieve when they enlisted your help.

In this section, you can be as brief or as descriptive as you’d like, but remember: Stress the urgency of the situation. Don’t understate how much your customer needed your solution (but don’t exaggerate and lie, either). Provide contextual information as necessary. For instance, the pandemic and societal factors may have contributed to the urgency of the need.

Take the above example from design consultancy IDEO:

“Educational opportunities for adults have become difficult to access in the United States, just when they’re needed most. To counter this trend, IDEO helped the city of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects people with opportunities to learn with and from each other.”

We love how IDEO mentions the difficulties the United States faces at large, the efforts its customer is taking to address these issues, and the steps IDEO took to help.

6. How Product/Service Helped

This is where you get your product or service to shine. Cover the specific benefits that your customer enjoyed and the features they gleaned the most use out of. You can also go into detail about how you worked with and for your customer. Maybe you met several times before choosing the right solution, or you consulted with external agencies to create the best package for them.

Whatever the case may be, try to illustrate how easy and pain-free it is to work with the representatives at your company. After all, potential customers aren’t looking to just purchase a product. They’re looking for a dependable provider that will strive to exceed their expectations.

In the above example, IDEO describes how it partnered with research institutes and spoke with learners to create Bendable, a free educational platform. We love how it shows its proactivity and thoroughness. It makes potential customers feel that IDEO might do something similar for them.

The results are essential, and the best part is that you don’t need to write the entirety of the case study before sharing them. Like HubSpot, IDEO, and ADP, you can include the results right below the subtitle or executive summary. Use data and numbers to substantiate the success of your efforts, but if you don’t have numbers, you can provide quotes from your customers.

We can’t overstate the importance of the results. In fact, if you wanted to create a short case study, you could include your title, challenge, solution (how your product helped), and result.

8. Supporting Visuals or Quotes

Let your customer speak for themselves by including quotes from the representatives who directly interfaced with your company.

Visuals can also help, even if they’re stock images. On one side, they can help you convey your customer’s industry, and on the other, they can indirectly convey your successes. For instance, a picture of a happy professional — even if they’re not your customer — will communicate that your product can lead to a happy client.

In this example from IDEO, we see a man standing in a boat. IDEO’s customer is neither the man pictured nor the manufacturer of the boat, but rather Conservation International, an environmental organization. This imagery provides a visually pleasing pattern interrupt to the page, while still conveying what the case study is about.

9. Future Plans

This is optional, but including future plans can help you close on a more positive, personable note than if you were to simply include a quote or the results. In this space, you can show that your product will remain in your customer’s tech stack for years to come, or that your services will continue to be instrumental to your customer’s success.

Alternatively, if you work only on time-bound projects, you can allude to the positive impact your customer will continue to see, even after years of the end of the contract.

10. Call to Action (CTA)

Not every case study needs a CTA, but we’d still encourage it. Putting one at the end of your case study will encourage your readers to take an action on your website after learning about the work you've done.

It will also make it easier for them to reach out, if they’re ready to start immediately. You don’t want to lose business just because they have to scroll all the way back up to reach out to your team.

To help you visualize this case study outline, check out the case study template below, which can also be downloaded here .

You drove the results, made the connection, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. "Shopify Uses HubSpot CRM to Transform High Volume Sales Organization," by HubSpot

What's interesting about this case study is the way it leads with the customer. This reflects a major HubSpot value, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot and is accompanied by a short video and some basic statistics on the company.

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

2. "New England Journal of Medicine," by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that's what they do. So in building the case study for the studio's work on the New England Journal of Medicine's integrated advertising campaign — a project that included the goal of promoting the client's digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we've suggested — but lets the visuals do the talking, allowing users to really absorb the studio's services.

3. "Designing the Future of Urban Farming," by IDEO

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — "The Challenge" and "The Outcome."

Immediately, IDEO has communicated two of the case study's major pillars. And while that's great — the company created a solution for vertical farming startup INFARM's challenge — it doesn't stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. "Secure Wi-Fi Wins Big for Tournament," by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard can do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

5. Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot

In the case study above , HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.

6. Small Desk Plant Business Ups Sales by 30% With Trello

This case study from Trello is straightforward and easy to understand. It begins by explaining the background of the company that decided to use it, what its goals were, and how it planned to use Trello to help them.

It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.

7. Facebook's Mercedes Benz Success Story

Facebook's Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly.

Each study begins with key stats that draw the reader in. Then it's organized by highlighting a problem or goal in the introduction, the process the company took to reach its goals, and the results. Then, in the end, Facebook notes the tools used in the case study.

Showcasing Your Work

You work hard at what you do. Now, it's time to show it to the world — and, perhaps more important, to potential customers. Before you show off the projects that make you the proudest, we hope you follow these important steps that will help you effectively communicate that work and leave all parties feeling good about it.

Editor's Note: This blog post was originally published in February 2017 but was updated for comprehensiveness and freshness in July 2021.

Don't forget to share this post!

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Computer-aided software engineering (CASE) is the implementation of computer-facilitated tools and methods in software development. CASE is used to ensure high-quality and defect-free software. CASE ensures a check-pointed and disciplined approach and helps designers, developers, testers, managers, and others to see the project milestones during development. 

CASE can also help as a warehouse for documents related to projects, like business plans, requirements, and design specifications. One of the major advantages of using CASE is the delivery of the final product, which is more likely to meet real-world requirements as it ensures that customers remain part of the process. 

CASE illustrates a wide set of labor-saving tools that are used in software development. It generates a framework for organizing projects and to be helpful in enhancing productivity. There was more interest in the concept of CASE tools years ago, but less so today, as the tools have morphed into different functions, often in reaction to software developer needs. The concept of CASE also received a heavy dose of criticism after its release. 

What is CASE Tools?

The essential idea of CASE tools is that in-built programs can help to analyze developing systems in order to enhance quality and provide better outcomes. Throughout the 1990, CASE tool became part of the software lexicon, and big companies like IBM were using these kinds of tools to help create software. 

Various tools are incorporated in CASE and are called CASE tools, which are used to support different stages and milestones in a software development life cycle. 

Types of CASE Tools:

• Diagramming Tools:  It helps in diagrammatic and graphical representations of the data and system processes. It represents system elements, control flow and data flow among different software components and system structures in a pictorial form. For example, Flow Chart Maker tool for making state-of-the-art flowcharts.  
• Computer Display and Report Generators:  These help in understanding the data requirements and the relationships involved. 
• (i) Accept 360, Accompa, CaseComplete for requirement analysis. 
• (ii) Visible Analyst for total analysis.   
• Central Repository:  It provides a single point of storage for data diagrams, reports, and documents related to project management.
• Documentation Generators:  It helps in generating user and technical documentation as per standards. It creates documents for technical users and end users.  For example, Doxygen, DrExplain, Adobe RoboHelp for documentation.  
• Code Generators:  It aids in the auto-generation of code, including definitions, with the help of designs, documents, and diagrams.
• Tools for Requirement Management: It makes gathering, evaluating, and managing software needs easier.
• Tools for Analysis and Design : It offers instruments for modelling system architecture and behaviour, which helps throughout the analysis and design stages of software development.
• Tools for Database Management: It facilitates database construction, design, and administration.
• Tools for Documentation: It makes the process of creating, organizing, and maintaining project documentation easier.

Advantages of the CASE approach: 

• Improved Documentation: Comprehensive documentation creation and maintenance is made easier by CASE tools. Since automatically generated documentation is usually more accurate and up to date, there are fewer opportunities for errors and misunderstandings brought on by out-of-current material.
• Reusing Components: Reusable component creation and maintenance are frequently facilitated by CASE tools. This encourages a development approach that is modular and component-based, enabling teams to shorten development times and reuse tested solutions.
• Quicker Cycles of Development: Development cycles take less time when certain jobs, such testing and code generation, are automated. This may result in software solutions being delivered more quickly, meeting deadlines and keeping up with changing business requirements.
• Improved Results : Code generation, documentation, and testing are just a few of the time-consuming, repetitive operations that CASE tools perform. Due to this automation, engineers are able to concentrate on more intricate and imaginative facets of software development, which boosts output.
• Achieving uniformity and standardization:  Coding conventions, documentation formats and design patterns are just a few of the areas of software development where CASE tools enforce uniformity and standards. This guarantees consistent and maintainable software development.

Disadvantages of the CASE approach: 

• Cost: Using a case tool is very costly. Most firms engaged in software development on a small scale do not invest in CASE tools because they think that the benefit of CASE is justifiable only in the development of large systems.
• Learning Curve: In most cases, programmers’ productivity may fall in the initial phase of implementation, because users need time to learn the technology. Many consultants offer training and on-site services that can be important to accelerate the learning curve and to the development and use of the CASE tools.
• Tool Mix: It is important to build an appropriate selection tool mix to urge cost advantage CASE integration and data integration across all platforms is extremely important.

Conclusion:

In today’s software development world, computer-aided software engineering is a vital tool that enables teams to produce high-quality software quickly and cooperatively. CASE tools will probably become more and more essential as technology develops in order to satisfy the demands of complicated software development projects.

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Comprehensive Overview of CASE Tools: Streamlining Software Development

Introduction

There has never been a greater need for effective, dependable, and agile tools in the constantly changing world of software development. Software developers and organizations looking to streamline their software development processes now depend on Computer-Aided Software Engineering (CASE) tools more than ever. This article will provide a thorough examination of CASE tools, covering their history, various types, advantages, difficulties, and function in contemporary software development methodologies.

I. Understanding CASE Tools

Software programs known as computer-aided software engineering (CASE) tools are created to support different stages of the software development lifecycle (SDLC). In activities like requirements analysis, design, coding, testing, maintenance, and project management, they support developers and teams. CASE tools are designed to enhance the effectiveness, efficiency, and maintainability of software systems, ultimately cutting down on costs and development time.

A. Origins of CASE Tools

When software development processes became more complex in the 1970s, the idea for CASE tools first emerged. Before CASE tools, software developers mainly used manual processes and paper-based documentation for planning and overseeing projects. The first generation of CASE tools was created as a result of the demand for automation and simplification.

B. Evolution of CASE Tools

The evolution of CASE tools can be categorized into four generations:

* First Generation: * These early CASE tools primarily focused on automating documentation processes, including data flow diagrams and entity-relationship diagrams. Examples of first-generation CASE tools include ICASE and STE.

Second Generation: The second generation of CASE tools introduced features for software design, code generation, and project management. These tools significantly improved the efficiency of software development but were often platform-specific and lacked interoperability.

Third Generation: With advancements in technology and the emergence of object-oriented programming, third-generation CASE tools offered more comprehensive support for modeling, design, and code generation. They also introduced features like version control and integration with other software development tools.

Fourth Generation: The latest generation of CASE tools leverages modern technologies such as cloud computing, artificial intelligence, and machine learning. They offer greater flexibility, collaboration capabilities, and adaptability to various software development methodologies.

II. Types of CASE Tools

Computer-Aided Software Engineering (CASE) tools encompass a variety of software applications that assist in different phases of the software development lifecycle (SDLC). These tools are designed to improve the efficiency and effectiveness of software development processes. Here are the main types of CASE tools:

Upper CASE (U-CASE) Tools:

Upper CASE tools are primarily focused on the early stages of the software development lifecycle, including requirements analysis, system modeling, and high-level design. They help in creating visual representations of system requirements and designs. Common features of U-CASE tools include:

Requirements Modeling: Tools for capturing, organizing, and visualizing software requirements using techniques like use case diagrams and entity-relationship diagrams.

Diagramming: Support for creating various diagrams, including data flow diagrams, entity-relationship diagrams, and state transition diagrams.

Modeling Languages: U-CASE tools often support modeling languages such as Unified Modeling Language (UML) for system modeling and design.

Examples of U-CASE tools include IBM Rational Rose and Sparx Systems Enterprise Architect.

Lower CASE (L-CASE) Tools:

Lower CASE tools are focused on the later stages of the SDLC, particularly detailed design, coding, testing, and maintenance phases. They assist in generating code, managing source code, and automating testing processes. Key features of L-CASE tools include:

Code Generation: Tools that automatically generate code based on design specifications or models, reducing manual coding efforts.

Source Code Management: Support for version control, change tracking, and collaborative development by multiple developers.

Debugging and Testing: Tools that aid in code debugging, unit testing, and code quality analysis.

Examples of L-CASE tools include Microsoft Visual Studio, JetBrains IntelliJ IDEA, and Git for version control.

Integrated CASE (I-CASE) Tools:

Integrated CASE tools provide end-to-end support for the entire software development process. They combine the features of both U-CASE and L-CASE tools, offering a seamless workflow from requirements analysis and design to code generation and testing. Key characteristics of I-CASE tools include:

Unified Environment: Integration of various tools and functionalities within a single environment, enabling smooth transitions between different phases of the SDLC.

Collaboration: Support for team collaboration and communication through shared repositories and project management features.

Traceability: Tools that maintain traceability links between requirements, design elements, and generated code to ensure alignment throughout the development process.

Examples of I-CASE tools include IBM Rational Tools Suite and PTC Integrity.

CASE Management Tools:

CASE management tools focus on project management aspects, including scheduling, resource allocation, version control, and documentation management. They help teams coordinate their efforts and ensure that projects are delivered on time and within budget. Key functionalities of CASE management tools include:

Project Planning: Tools for creating project plans, defining tasks, estimating resource requirements, and setting project milestones.

Document Management: Features for managing project documentation, including version control, document tracking, and access control.

Workflow Automation: Automation of workflow processes, such as code reviews, approvals, and change management.

Examples of CASE management tools include Microsoft Project, Atlassian Jira, and Redmine.

Web-Based CASE Tools:

With the advent of the internet and cloud computing, web-based CASE tools have gained popularity. These tools are accessible through web browsers and offer collaborative features that make it easier for geographically dispersed teams to work together. Web-based CASE tools typically encompass various functionalities, including requirements management, design modeling, and project tracking.

Examples of web-based CASE tools include draw.io (for diagramming), Lucidchart (for visual collaboration), and Jama Connect (for requirements management).

These are the primary types of CASE tools, each catering to different aspects and phases of the software development lifecycle. Organizations often choose a combination of these tools based on their specific project requirements and development methodologies to streamline their software development processes and improve efficiency.

III. Benefits of Using CASE Tools

Computer-Aided Software Engineering (CASE) tools have become essential assets in modern software development environments, offering a wide range of benefits to organizations, development teams, and individual developers. Here are some of the key advantages of using CASE tools:

Improved Productivity:

Automation of Repetitive Tasks: CASE tools automate various repetitive and time-consuming tasks, such as code generation, documentation creation, and report generation. This frees up developers to focus on more creative and complex aspects of software development.

Efficient Workflow: CASE tools provide structured workflows and templates for various phases of the software development lifecycle (SDLC), streamlining the process and reducing manual effort.

Enhanced Quality:

Consistency and Standardization: CASE tools enforce coding standards and design guidelines, ensuring that the development team follows best practices consistently. This reduces the likelihood of errors and inconsistencies in code and design.

Early Error Detection: Automated code analysis and validation tools included in some CASE environments identify errors and issues during the development phase, allowing for early correction and reducing the cost of fixing defects later in the SDLC.

Code Reusability: CASE tools often support code libraries and templates, enabling developers to reuse proven code components, which can improve code quality and reduce development time.

Streamlined Communication:

Visual Representations: CASE tools allow for the creation of visual diagrams, flowcharts, and UML diagrams that make it easier for developers, stakeholders, and clients to understand the software architecture and design.

Collaboration Support: Many CASE tools offer collaboration features, enabling multiple team members to work on the same project simultaneously, review each other's work, and track changes efficiently.

Documentation: CASE tools generate comprehensive and well-organized documentation, making it easier for team members to reference project requirements, design decisions, and coding standards.

Better Project Management:

Scheduling and Resource Allocation: Some CASE tools include project management features that help teams schedule tasks, allocate resources, and track project progress.

Version Control: Integration with version control systems ensures that changes are tracked, making it possible to revert to previous versions of code or design if needed.

Risk Management: CASE tools can assist in identifying and managing project risks by providing visibility into potential issues and dependencies.

Support for Various Development Methodologies:

Agile and DevOps: CASE tools can be adapted to support Agile and DevOps methodologies, facilitating iterative development, continuous integration, and rapid feedback cycles.

Waterfall and Traditional Methods: CASE tools can also be used in more traditional development approaches like the Waterfall model, providing documentation and management support.

Cost Reduction:

Efficiency Gains: The automation and streamlining of development processes through CASE tools can lead to cost savings by reducing the time and effort required for software development.

Error Reduction: Early error detection and prevention reduce the cost of fixing defects during the later stages of development, where errors are more expensive to address.

Scalability:

Suitable for Projects of All Sizes: CASE tools are flexible and can be used in projects of varying sizes and complexities, from small startups to large enterprises.

Adaptability: Modern CASE tools are often adaptable to different industries and domains, making them versatile for a wide range of applications.

Compliance and Documentation:

Regulatory Compliance: CASE tools can assist in ensuring that software development processes adhere to industry standards and regulatory requirements, which is crucial in sectors such as healthcare, finance, and aviation.

Audit Trails: Many CASE tools maintain detailed audit trails, allowing organizations to track changes, document decisions, and demonstrate compliance in audits and inspections.

Visual Modeling and Prototyping:

Visualization: CASE tools enable visual modeling of system architectures, data models, and business processes, making it easier to conceptualize and communicate complex ideas.

**Rapid Prototyping: **Some CASE tools support rapid prototyping, allowing for the quick creation of functional prototypes to validate design concepts and requirements.

Continuous Improvement:

Feedback Loops: CASE tools can help organizations gather feedback from developers and stakeholders, enabling continuous improvement of development processes and methodologies.

Data-Driven Insights: Many CASE tools offer analytics and reporting features, providing valuable insights into project performance, bottlenecks, and areas for optimization.

IV. Challenges in Using CASE Tools

Using Computer-Aided Software Engineering (CASE) tools can provide significant benefits to software development processes, but they also come with a set of challenges that organizations and development teams must navigate. In this section, we will explore some of the common challenges associated with the adoption and use of CASE tools:

Learning Curve:

Challenge: CASE tools often have a learning curve, particularly for team members who are new to them. Developers, business analysts, and other stakeholders may need time and training to become proficient in using these tools effectively.

Solution: Organizations should invest in comprehensive training programs to familiarize their teams with the CASE tool's features and functionalities. This can help reduce resistance to change and accelerate the adoption process.

Challenge: Acquiring and maintaining CASE tools can be expensive. Licensing fees, subscription costs for cloud-based tools, and ongoing maintenance expenses can add up, especially for smaller organizations with limited budgets.

Solution: Organizations should conduct a cost-benefit analysis to determine if the investment in a CASE tool aligns with their project requirements and budget constraints. Exploring open-source or low-cost alternatives is also an option.

Integration Issues:

Challenge: Integrating CASE tools with existing software development environments, third-party tools, and databases can be complex. Compatibility and interoperability issues may arise, leading to data inconsistencies and workflow disruptions.

Solution: Organizations should thoroughly assess the compatibility of a CASE tool with their existing technology stack before implementation. Vendor support and documentation can also provide guidance on integration best practices.

Over-Reliance on Automation:

Challenge: While automation is a strength of CASE tools, over-reliance on automation can lead to neglect of critical thinking and problem-solving skills among developers. Automation cannot replace the need for human creativity and expertise.

Solution: Teams should strike a balance between automation and human judgment. Developers should use CASE tools as aids rather than relying solely on generated code or suggestions.

Tool Selection:

Challenge: Choosing the right CASE tool for a specific project or organization can be challenging. The tool's features, scalability, and suitability for the project's needs must be carefully considered.

Solution: Conduct a thorough evaluation of different CASE tools, considering factors like project size, complexity, team expertise, and budget. Seeking input from team members who will use the tool can help make an informed decision.

Maintenance:

* Challenge: * CASE tools themselves require maintenance and updates, which can add to the overall cost and effort of using them. Failure to keep the tool up-to-date can lead to security vulnerabilities and compatibility issues.

Solution: Establish a maintenance plan that includes regular updates and patches for the CASE tool. Ensure that team members are aware of the importance of keeping the tool and any associated plugins or extensions current.

Resistance to Change:

**Challenge: **Team members may resist the adoption of CASE tools due to a preference for their existing workflows or skepticism about the benefits of the tool. This resistance can hinder the successful implementation of CASE tools.

Solution: Organizations should communicate the advantages of CASE tools clearly and involve team members in the decision-making process. Providing training and support to help team members transition to the new tool can mitigate resistance.

Security and Privacy Concerns:

Challenge: CASE tools may handle sensitive project data and intellectual property. Security breaches or data leaks can have severe consequences, making it crucial to address security and privacy concerns.

Solution: Implement robust security measures, including access controls, encryption, and regular security audits. Ensure that the chosen CASE tool complies with relevant data protection regulations.

Customization Complexity:

Challenge: Some CASE tools may offer limited customization options, making it challenging to adapt them to the specific needs and workflows of an organization.

Solution: Choose a CASE tool that offers sufficient customization capabilities or consider developing custom extensions or plugins to tailor the tool to your requirements.

Challenge: As projects and teams grow, scalability can become an issue if the chosen CASE tool does not support the increased workload and user base.

Solution: Evaluate the scalability of the CASE tool during the selection process and ensure that it can accommodate future growth. Be prepared to migrate to a more scalable tool if needed.

V. Modern Trends in CASE Tools

Computer-Aided Software Engineering (CASE) tools have been instrumental in streamlining software development processes for decades. As technology and software development methodologies continue to evolve, CASE tools also adapt to meet the changing needs of the industry. In this section, we will explore some of the modern trends in CASE tools that are shaping the landscape of software engineering.

Cloud-Based CASE Tools:

One of the most significant trends in CASE tools is the shift towards cloud-based solutions. Traditional on-premises CASE tools required substantial hardware and software infrastructure, making them less accessible for small teams and startups. Cloud-based CASE tools, on the other hand, offer several advantages:

* Scalability: * Cloud-based tools can easily scale up or down based on project requirements.

Accessibility: Team members can access these tools from anywhere with an internet connection, promoting collaboration among geographically dispersed teams.

Cost-Efficiency: Cloud-based tools often operate on a subscription model, reducing upfront costs and eliminating the need for extensive hardware investments.

Examples of cloud-based CASE tools include Lucidchart, draw.io, and Creately, which provide diagramming and modeling capabilities for software development.

Artificial Intelligence (AI) and Machine Learning Integration:

AI and machine learning are making their mark in the world of CASE tools. These technologies offer several advantages, such as:

Code Analysis: AI-powered CASE tools can analyze code, identify patterns, and detect potential issues, helping developers write cleaner and more efficient code.

Predictive Modeling: Machine learning can assist in predicting software development project outcomes, including estimates for project completion and identifying potential bottlenecks.

Automated Testing: AI can be used to automate software testing processes, improving test coverage and reducing the manual effort required.

Tools like GitHub Copilot, which provides code suggestions and auto-completions, and Snyk, which uses AI to find and fix vulnerabilities in code, exemplify this trend.

Low-Code/No-Code Platforms:

The low-code and no-code movement is gaining momentum, and CASE tools are aligning with this trend. Low-code and no-code platforms empower individuals with limited coding experience to build software applications through visual interfaces and configuration rather than traditional coding. These platforms can be integrated with CASE tools to streamline the development process for a broader audience.

Rapid Prototyping: Low-code/no-code platforms combined with CASE tools allow for quick prototyping and proof-of-concept development.

Business Process Automation: Organizations are using low-code/no-code tools to automate repetitive business processes and workflows.

Empowering Citizen Developers: Non-technical users, often referred to as citizen developers, can contribute to application development with these tools.

Popular low-code/no-code platforms include Microsoft Power Apps, OutSystems, and Appian.

DevOps Integration:

The DevOps culture emphasizes collaboration, automation, and continuous integration/continuous delivery (CI/CD). CASE tools are increasingly integrating with DevOps tools to facilitate seamless software development pipelines:

Version Control Integration: CASE tools can connect with version control systems like Git, enabling developers to track changes and collaborate effectively.

Automated Deployment: Integration with CI/CD pipelines allows for automated testing and deployment of software, improving software delivery speed and reliability.

Continuous Monitoring: DevOps-oriented CASE tools may provide monitoring and analytics capabilities to ensure software performance and stability.

Tools like Jenkins, Travis CI, and GitLab CI/CD integrate with CASE tools to enable end-to-end DevOps workflows.

Open Source CASE Tools:

The open-source community plays a vital role in the development of CASE tools, making them more accessible to a broader audience and fostering innovation. Open-source CASE tools offer transparency, flexibility, and cost savings:

* Customization: * Organizations can customize open-source CASE tools to suit their specific needs and requirements.

Community Collaboration: Open-source projects benefit from contributions and feedback from a diverse community of developers and users.

* Affordability: * Open-source tools are often free to use, reducing licensing costs.

Notable open-source CASE tools include ArgoUML for UML modeling, Eclipse Modeling Framework (EMF) for model-driven development, and Redmine for project management.

VI. Conclusion

Since their inception, CASE tools have advanced significantly, revolutionizing the processes of software development, design, and upkeep. They now form an integral part of contemporary software development methodologies, enhancing the efficiency, effectiveness, and communication of development teams. As a result of the dynamic environment of software development, CASE tools are still developing. The adoption of the cloud, the incorporation of AI and machine learning, low-code/no-code platforms, the alignment of DevOps, and open-source development are contemporary trends that are influencing the development of CASE tools. These trends seek to enhance teamwork, productivity, and the overall caliber of software development processes, making CASE tools essential resources in the toolkits of both developers and organizations. In conclusion, while CASE tools have many benefits for software development, businesses should be aware of potential drawbacks before implementing them. In order to successfully integrate CASE tools into the software development process, these issues must be addressed through careful planning, training, and proactive management. In conclusion, by enhancing productivity, quality, communication, project management, and compliance, CASE tools are essential for contemporary software development. For organizations looking to streamline their software development processes and produce high-quality software products, their capacity to adapt to various development methodologies and support a variety of tasks makes them indispensable tools.

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Generate Case Studies with ClickUp Brain (AI Assistant)

We don’t officially support a case study generator in ClickUp right now, but we still offer hundreds of advanced AI use cases with ClickUp Brain. If you think we should add a case study generator, share your feedback here .

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What Is A Case Study Generator?

Crafting compelling case studies is now more accessible with AI-powered Case Study Generators. By inputting key details such as industry, challenge, solution, and outcomes, this tool can efficiently produce well-structured case studies. Leveraging natural language processing and data analytics, the AI sifts through vast information sources to generate engaging narratives that resonate with the target audience. This not only saves time on manual writing but also ensures consistency and relevance in storytelling. For businesses aiming to showcase their success stories, attract potential clients, or bolster their brand credibility, utilizing an AI Case Study Generator can be a game-changer in simplifying the content creation process and driving impactful results.

Why ClickUp Brain?

ClickUp Brain is the world's first neural network connecting tasks, docs, people, and all of your company’s knowledge with AI. It’s a knowledge manager, project manager, and writer tailored for the way you work. Use it to Generate case studies

More than 143,000 customers revolutionize their work with ClickUp AI Brain. Boost your team's productivity by 30%, improve alignment across teams, and cut costs by up to 75%.

Teams can save time and stay focused with fewer meetings, quick summaries, and automated tasks. In fact, we find mid-market companies save around $94K per year after cutting unnecessary spend on other AI tools. People across the entire organization feel significantly more connected and aligned on their shared goals.

The days of asking a human are over. ClickUp Brain gives instant, accurate answers based on context from any work within and connected to ClickUp.

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With the addition of ClickUp AI, I'm more efficient than ever! It saves me 3x the amount of time spent previously on Project Management tasks. Not only has it enhanced my productivity, but it has also ignited my creativity.

3 Use Cases For Case Studies

Marketing team.

The Case Study Generator can be a valuable asset for marketing teams looking to showcase their success stories and client testimonials. By using this tool, marketing teams can easily create compelling case studies that highlight the company's achievements, problem-solving strategies, and the positive outcomes for clients. Generate visually appealing case studies that can be shared across various marketing channels to attract potential customers and build credibility in the industry. Streamline the process of creating impactful case studies and leverage them to drive lead generation and conversions.

Sales teams can benefit from the Case Study Generator by having a repository of persuasive case studies that demonstrate how the company's products or services have addressed specific customer needs and challenges. By using this tool, sales representatives can access a library of success stories that can be personalized and shared with potential clients to build trust and credibility. Tailor case studies to resonate with different industries or target audiences, making it easier to showcase the value proposition of the offerings. Enhance the sales pitch with real-world examples and boost conversion rates with compelling case studies.

Human Resources Department

For the Human Resources department, the Case Study Generator can be a powerful tool for illustrating the company culture, employee development initiatives, and success stories within the organization. Create case studies that highlight employee achievements, career progression, and the impact of training and development programs. Use these case studies for internal communication purposes, employee onboarding, and talent acquisition efforts. Showcase the positive experiences of employees to attract top talent, improve employee engagement, and foster a positive work environment. The Case Study Generator can be a valuable resource for HR teams looking to promote a culture of growth and success within the organization.

Case Study FAQs

What are the key elements to consider when creating a compelling case study for sales.

Key elements to consider when creating a compelling case study for sales include highlighting the customer's challenge or pain point, detailing the solution provided by your product or service, showcasing measurable results or benefits achieved, incorporating direct quotes or testimonials from the customer, and making it visually engaging with graphs, images, and a clear narrative structure.

Where can I find successful examples of sales case studies to learn from?

You can find successful examples of sales case studies to learn from on company websites, industry publications, business school resources, and marketing research websites.

How can a well-crafted case study improve my sales performance?

A well-crafted case study can improve your sales performance by showcasing real-life success stories of satisfied customers who have benefited from your product or service. This provides social proof, builds credibility, addresses common objections, and helps potential customers visualize the benefits and outcomes they can expect, ultimately leading to increased trust, confidence, and conversion rates.

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16 case study examples (+ 3 templates to make your own)

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

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This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

3. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} EndeavourX and Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

4. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

5. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

6. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

8 . .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Zoom and Asana

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

11. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} KFC and Contentful

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

13. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Spotify and Salesforce

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

14. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Benchling and Airtable

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

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The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

16. .css-yjptlz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Hudl and Zapier

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

Related reading:

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Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

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7 Best UX Case Study Generators (and how to use them)

If you're looking for UX case study ideas, topics or challenges, these UX case study generators can help you create portfolio pieces and improve your UX/UI skills. Here are some of the best ones and the pros and cons of using them.

What is a case study generator?

A UX Case Study Generator is a tool that serves up hypothetical UX design project ideas, problems, challenges or exercises that you can complete on your own to practice your UX skills or use to create UX Case studies and projects for UX/UI portfolio.

UX Case Study Generators

1. UX Challenge

UX challenge provides prompts and exercises that allows you to practice your problem-solving skills and create one-off projects for your portfolio. The Challenges presented here have been created by UX Designer Yachin and are based on real-world problems.

You can browse through a few different industries or categories on the homepage and then view the details of the project brief.

With more than 15 millions prompts available, there are lots of UX/Product Design prompts to choose from. To start, click on 'Product/UX' and then Click ‘New Challenge’. If you like certain elements of the brief you can lock those in place and then click New Challenge again to regenerate the unlocked parts until you find something you like.

3. Designercize

This fun arcade game-like interface lets you choose the level of difficulty and gives you a timer so that you can test your speed. While this tool doesn’t allow you to select a specific category, you can regenerate exercises until you find one that appeals to you.

4. UX Tools Challenges

If you need practice creating specific UX deliverables or applying certain user research methods this is a great option. You can browse through a number of UX prompt cards and click on a UX challenge to view a hypothetical scenario, instructions and tutorials on how to approach the challenges.

5. Uplabs Challenges

Uplabs hosts open design challenges that you can enter for prizes. They have deadlines in place and submissions are reviewed via voting. Check out their active listings to see on-going challenges and see the submission details and requirements. You can also view past challenges and try using them as practice on your for use as UX case study ideas.

6. 100Daysofproductdesign

100 Days of Product is a series of design challenges that help you learn to tackle specific problems that arise in UX and product design roles (such as running a design sprint) and prompts you to create deliverables around them. There is also a separate set of whiteboarding challenges that you can take in preparation for interviews.

7. DesignerUp

Our Product Design course is home to one the best UX and Product Design case study creators you can find...yourself! You get to ideate on original concepts yourself from scratch, is completely unique, perfectly suited to who you are as a designer, shows your process and ensures you stand out from the crowd. You also get free access to our portfolio builder for Notion that has helped our students easily create product design case studies and land their dream roles!

UX Case Study Usage

There are 4 main ways we recommend applying these generator prompts and challenges based on your goals:

Option 1: Self-Practice - Use these as practice for yourself to develop your problem-solving skills, thinking on your toes, learning to manage your time and refining your workflow. You don’t need to show it in your portfolio but you can share it on social media and other places to get some feedback and get into the hang of doing projects and getting to know your own timing and process.

Option 2: UX Case Study Creation - Use these for your UX portfolio to create UX case studies . Give yourself a deadline, deliberately choose a project and document the process as you go. Be mindful of the projects you choose and make sure that they align with your own unique positioning as a designer and with the opportunities you want to attract.

Option 3: Whiteboard Challenge - Work on the prompts in 45 min sessions using a whiteboard like Figjam to show and tell your process. Record your screen so that you can replay it and share it with others for critique. This video could even be an incredible addition to your portfolio to showcase how you think and solve problems on the fly.

Option 4: Take-home Exercise - To simulate an interview take-home challenge or test, you can tackle a prompt or brief over the course of 8-10 hours.

Pros and Cons of Using UX Case Study Generators

There a few pros and cons about using case study generators that you should know about:

If you can do them, so can everyone else

Firstly, remember that if you have access to these design challenges and briefs so do all the other designers. That means that there is a good chance your work might end up looking similar to their work if you’re not careful. If you want to stand out, try customizing the prompts and challenges and adding your own unique spin.

Treat them as real UX projects

If you plan to feature these UX case studies in your portfolio, make sure to treat them as real UX projects; not just hypothetical exercises. Conduct actual research, analyze your findings and document your process. This will go a long way in helping you differentiate yourself from those that simply complete the challenge at face value.

Not consider real-world experience

Keep in mind that these generated UX case study projects and prompts are not considered 'real-world or ‘real- work experience’ by employers, but rather self-directed projects. They are a good first step for new UX designers to start practicing their problem solving skills on their own and refining their UX design process, but you'll have to go the extra mile if you want to use them in your portfolio to impress during interviews.  

Choose the right one

If you are looking to use these ideas as UX Case studies in your portfolio, I reccomend reading this article on how to choose which case studies you should do and how to Create a Magnetic UX Case Study that will actually get you noticed and hired.

Move into doing real projects

These projects are also no substitute for doing real-world projects such as things you design and build yourself, freelance jobs, client work or open-source projects. Generated prompts and challenges cannot introduce the ambiguity of business requirements, changing stakeholder needs and team dynamics that are most sought after in a hirable UX designer. So think of these as a stepping to help you jump into the real thing as soon as possible. Here are some examples of stellar UX/UI and Product Design portfolios that we love!

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Case Study Generator

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Unlock the power of our case study creator tool—Generate compelling case studies effortlessly with our creator and captivate your audience. With just a few clicks, our smart technology helps you understand data, find trends, and make insightful reports, making your experience better and improving your SEO strategy.

What is a Case Study

A case study is like a detailed story that looks closely at a particular situation, person, or event, especially in the business world. It's a way to understand how things work in real life and learn valuable lessons. For instance, if a business wanted to figure out how another one became successful, they might study that business as a case study.

Let's say there's a small company that started selling handmade products online and became successful. A case study about this business could explain the challenges they faced, the strategies they used to grow, and the results they achieved. By reading this case study, other businesses could learn useful tips and apply them to their situations to improve and succeed.

7 Tips For Writing Great Case Studies

• Pick a Familiar Topic: Choose a client or project that your audience can relate to. This makes it easier for them to see how your solutions might work for their situations.
• Clear Structure: Start with a concise introduction that sets the stage for the case study. Clearly outline the problem, solution, and results to make your case study easy to follow.
• Engaging Storytelling: Turn your case study into a compelling narrative. Use real-world examples, anecdotes, and quotes to make it relatable and interesting for your audience.
• Focus on the Problem: Clearly define the problem or challenge your case study addresses. This helps readers understand the context and sets the foundation for the solution.
• Highlight Solutions: Showcase the strategies or solutions implemented to overcome the problem. Provide details about the process, tools used, and any unique approaches that contributed to the success.
• Optimize for SEO: By incorporating your case study into a blog post using a blog post generator, you enhance its visibility and reach. This, in turn, improves the search engine rankings of your blog post, attracting more organic traffic.
• Quantify Results: Use data and metrics to quantify the impact of your solutions. Whether it's increased revenue, improved efficiency, or customer satisfaction, concrete results add credibility and demonstrate the value of your case study.

What is a Case Study Creator

A free case study generator is a tool or system designed to automatically create detailed case studies. It typically uses predefined templates and may incorporate artificial intelligence (AI) to generate comprehensive analyses of specific situations, events, or individuals.

This tool streamlines the process of crafting informative case studies by extracting key details, analyzing data, and presenting the information in a structured format.

Case study generators are valuable for businesses, students, or professionals seeking to efficiently produce well-organized and insightful case studies without the need for extensive manual effort.

Benefits of Using Case Study Generator

In today's competitive landscape, showcasing your product or service successes is vital. While case studies offer a compelling way to do this, starting from scratch can be time-consuming. That's where case study generators step in, providing a robust solution to streamline the process and unlock various advantages.

• Easy and Quick: A case study generator makes it simple to create detailed studies without spending a lot of time. It's a fast and efficient way to compile information.
• Accessible Online: As an online case study generator, you can use it from anywhere with an internet connection. No need for installations or downloads.
• Free of Cost: Many case study creators are free to use, eliminating the need for any financial investment. This makes it budget-friendly for businesses or individuals.
• AI-Powered Insights: Some generators use AI (artificial intelligence) to analyze data and provide valuable insights. This adds depth and accuracy to your case studies.
• Save Time and Effort: Generate a polished case study in minutes, automating tasks like data analysis and content creation. This frees up your time to focus on other aspects of your business.
• Enhance Quality and Consistency: Case study creators offer templates and AI-powered suggestions, ensuring your studies are well-structured and visually appealing. Consistent quality strengthens your brand image.
• Improve Brand Awareness and Credibility: Sharing case studies on your platforms increases brand awareness and builds trust. Positive impacts on others establish you as a credible provider.
• Boost Lead Generation and Sales: Compelling case studies build trust and showcase your value, attracting leads and converting them into customers, ultimately boosting your sales.
• Increase Customer Engagement and Loyalty: Case studies provide insights into your company, fostering deeper connections, increasing engagement, and promoting long-term loyalty.
• Improve Your Writing Skills: Free AI Case study generators act as learning tools, offering guidance on structure, content, and storytelling. Studying generated drafts refines your writing skills for crafting impactful case studies in the future.

How AI Case Study Generator Works

An online case study generator works by leveraging artificial intelligence algorithms to analyze and synthesize information, creating comprehensive case studies. Here's a simplified explanation of its functioning:

Data Input:

Algorithm analysis:, content generation:, language processing:, who needs a case study creator.

Anyone looking to create informative and detailed case studies can benefit from using an online case study generator. This tool is useful for

Businesses:

Professionals:, individuals:, marketing professionals:, researchers:, why opt for our case study creator.

Are you on the lookout for a top-notch case study generator that combines outstanding features with user-friendliness, all at no cost and without the need for registration? Your search ends here. Our AI-driven case study generator is the ideal solution for you. Here's why you should choose our tool:

Craft Case Study in 50+ Languages:

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• Not focusing on the benefits to the reader.
• Not using data and results to support their claims.
• Not telling a compelling story.
• Not using visuals effectively.
• Not promoting their case study.

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Software Case Tools Overview

CASE stands for C omputer A ided S oftware E ngineering. It means, development and maintenance of software projects with help of various automated software tools.

CASE tools are set of software application programs, which are used to automate SDLC activities. CASE tools are used by software project managers, analysts and engineers to develop software system.

There are number of CASE tools available to simplify various stages of Software Development Life Cycle such as Analysis tools, Design tools, Project management tools, Database Management tools, Documentation tools are to name a few.

Use of CASE tools accelerates the development of project to produce desired result and helps to uncover flaws before moving ahead with next stage in software development.

Components of CASE Tools

CASE tools can be broadly divided into the following parts based on their use at a particular SDLC stage:

Central Repository - CASE tools require a central repository, which can serve as a source of common, integrated and consistent information. Central repository is a central place of storage where product specifications, requirement documents, related reports and diagrams, other useful information regarding management is stored. Central repository also serves as data dictionary.

Upper Case Tools - Upper CASE tools are used in planning, analysis and design stages of SDLC.

Lower Case Tools - Lower CASE tools are used in implementation, testing and maintenance.

Integrated Case Tools - Integrated CASE tools are helpful in all the stages of SDLC, from Requirement gathering to Testing and documentation.

CASE tools can be grouped together if they have similar functionality, process activities and capability of getting integrated with other tools.

Scope of Case Tools

The scope of CASE tools goes throughout the SDLC.

Case Tools Types

Now we briefly go through various CASE tools

Diagram tools

These tools are used to represent system components, data and control flow among various software components and system structure in a graphical form. For example, Flow Chart Maker tool for creating state-of-the-art flowcharts.

Process Modeling Tools

Process modeling is method to create software process model, which is used to develop the software. Process modeling tools help the managers to choose a process model or modify it as per the requirement of software product. For example, EPF Composer

Project Management Tools

These tools are used for project planning, cost and effort estimation, project scheduling and resource planning. Managers have to strictly comply project execution with every mentioned step in software project management. Project management tools help in storing and sharing project information in real-time throughout the organization. For example, Creative Pro Office, Trac Project, Basecamp.

Documentation Tools

Documentation in a software project starts prior to the software process, goes throughout all phases of SDLC and after the completion of the project.

Documentation tools generate documents for technical users and end users. Technical users are mostly in-house professionals of the development team who refer to system manual, reference manual, training manual, installation manuals etc. The end user documents describe the functioning and how-to of the system such as user manual. For example, Doxygen, DrExplain, Adobe RoboHelp for documentation.

Analysis Tools

These tools help to gather requirements, automatically check for any inconsistency, inaccuracy in the diagrams, data redundancies or erroneous omissions. For example, Accept 360, Accompa, CaseComplete for requirement analysis, Visible Analyst for total analysis.

Design Tools

These tools help software designers to design the block structure of the software, which may further be broken down in smaller modules using refinement techniques. These tools provides detailing of each module and interconnections among modules. For example, Animated Software Design

Configuration Management Tools

An instance of software is released under one version. Configuration Management tools deal with –

• Version and revision management
• Baseline configuration management
• Change control management

CASE tools help in this by automatic tracking, version management and release management. For example, Fossil, Git, Accu REV.

Change Control Tools

These tools are considered as a part of configuration management tools. They deal with changes made to the software after its baseline is fixed or when the software is first released. CASE tools automate change tracking, file management, code management and more. It also helps in enforcing change policy of the organization.

Programming Tools

These tools consist of programming environments like IDE (Integrated Development Environment), in-built modules library and simulation tools. These tools provide comprehensive aid in building software product and include features for simulation and testing. For example, Cscope to search code in C, Eclipse.

Prototyping Tools

Software prototype is simulated version of the intended software product. Prototype provides initial look and feel of the product and simulates few aspect of actual product.

Prototyping CASE tools essentially come with graphical libraries. They can create hardware independent user interfaces and design. These tools help us to build rapid prototypes based on existing information. In addition, they provide simulation of software prototype. For example, Serena prototype composer, Mockup Builder.

Web Development Tools

These tools assist in designing web pages with all allied elements like forms, text, script, graphic and so on. Web tools also provide live preview of what is being developed and how will it look after completion. For example, Fontello, Adobe Edge Inspect, Foundation 3, Brackets.

Quality Assurance Tools

Quality assurance in a software organization is monitoring the engineering process and methods adopted to develop the software product in order to ensure conformance of quality as per organization standards. QA tools consist of configuration and change control tools and software testing tools. For example, SoapTest, AppsWatch, JMeter.

Maintenance Tools

Software maintenance includes modifications in the software product after it is delivered. Automatic logging and error reporting techniques, automatic error ticket generation and root cause Analysis are few CASE tools, which help software organization in maintenance phase of SDLC. For example, Bugzilla for defect tracking, HP Quality Center.

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Software Case Study: Best Customers Acquisition Tool for Software Companies

Naveen Kumar

Software companies have brought greater ease to our lives with their business vision. Yet, these enterprises usually miss out on the acquisition of customers due to competition and the dynamic nature of the market.

How do such companies stand out?

Software proposals are a proactive way of bagging projects, but acquiring website visitors is a different proposition. The key to cracking the code is Software case studies .

You can mention successful projects, achievements, and results on your website in the form of case studies. This will work as a gallery of your work for prospective customers.

Benefits of the Case Study Format

A Software case study will help you highlight achievements and showcase the market value of your organization. It will boost the confidence of your (prospective) clients and move them one step closer to a purchase decision. Case studies also function as testimony and add credibility to your organization and team. These are an excellent way to showcase the impact of your software (backed with qualitative and quantitative results).

Elements of a Software Case Study

You can divide a software case study into a headline, opening, main body, and conclusion — not to mention a Call-to-Action (CTA).

Headline: It must be a brief of the project and delivers important information in a persuasive manner. At this stage, details are not needed. You can include the partner’s or client's name, with their permission, and mention the sector of business.

Opening: You have to share the issue, its manifestation in the business process and how your organization helped the client. It can be done with a project summary (fact-sheets, key facts, project location, industry, services, expertise delivered, and technologies), product studios, and more.

Main body: Here, you describe the solution — which can be a product, process, service, or mixture of these. You have to describe how this solution was implemented and the results clients achieved.

Conclusion: Describe the results with facts (qualitative) and figures (quantitative) with client testimonials. You can also use client metrics to showcase your product’s positive impact.

CTA: An important part of content marketing strategy which you can apply in case studies. Through (and in) CTAs, you can ask visitors to read more, check company products, contact us, etc.

After drafting a fascinating software case study, it is also crucial to present it. You can add it to your website where visitors can check your work brief. Another way is to use it in sales pitches/proposals as a background check.

Our content-ready Software case study templates can assist you in creating and presenting your work in a professional manner. These high-quality PPT graphics can be a part of your website, giving it a purpose and a pull factor for customers.

Template 1: Enterprise Software Development Services Case Study Presentation

Use this PowerPoint template to create a case study for your software development project for enterprises. You can add a client testimonial with an image in the given space to this PPT slide. Describe the problem, solution, and results of the project using this design. Download it now!

Download this template

Template 2: Software Architecture Development Services Case Study PPT Template

Software developers can use this PPT layout to present assignment details that their team handled. This vibrant design as a part of your next software proposal will impress more clients and bring new ones. Grab it now!

Template 3: Company Software Upgradation Proposal Case Study PowerPoint Template

Employ this template to present your software up-gradation proposal, with case study as evidence. Positive feedback of existing or past clients can also be incorporated, with their permission. You can use this template to also add a brief about previous similar project(s). Download it now!

Template 4: Case Study for Software Maintenance Services Technology PPT Slide

The maintenance of software is as important as developing it. Share your team’s expertise in software upkeep with prospective clients to win their trust, using this PPT graphic. You can use this to highlight the solution implemented for the stated problem. Get it now!

Template 5: Case Study for Software Technical Development Services Presentation

Use this PowerPoint layout to highlight the work of your technical software team in an elegant manner. This stunning PPT design helps you provide a brief project history to boost the chances of winning the project, and retaining the client. Download it now!

Template 6: Case Study for Software Development Design Services PPT Template

If you are looking for a design to develop a case study for a software development design service, this template is for you. You can use this PowerPoint slide to share the value your software provides to clients. Grab it now!

Template 7: New Software Development Services Case Study Presentation

Utilize this template to highlight the benefits and features of your software. Share the quantitative and qualitative purpose that product serves. This PowerPoint graphic makes it easy to create a compelling case study for a deal. Download it now!

Template 8: HR Automation Software Proposal Case Study PowerPoint Slide

Convincing potential customers to invest in your HR automation software can be challenging. Using this case study template, you can show them how your software has helped other companies achieve their goals. Add positive feedback from customers, with their permission, to this editable PowerPoint layout to increase the value of your work and organization. Get it now!

Template 9: Case Study for System Software Modification Services PPT Template

This PowerPoint set is a creative and unique way to tell your software success story to clients. It helps you present your case study in both visually-appealing and easy to understand manner. With this PPT graphic, you can show potential clients how you have helped other businesses succeed with your software modification services. Get hold of it now!

Template 10: Company Software Design Services Case Study PowerPoint Presentation

Showcase your team’s software designing skills with this case study PowerPoint template. You can win the trust of your customers and compel them to invest in your product with logic and the feasibility for your idea. Grab it now!

Case studies are persuasive documents and powerful tools for marketing your organization that can help you seal deals with potential clients. They also provide you an opportunity to showcase how your organization helps its customers succeed. Our templates make it easy for you to create impactful case studies. Don’t wait any longer – download these now and start putting this valuable marketing strategy to work.

P.S. Bring your team on the same page and help them complete a project with the help of software development status report templates included in this guide !

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Agile Case Studies: Examples Across Various Industires

Home Blog Agile Agile Case Studies: Examples Across Various Industires

Agile methodologies have gained significant popularity in project management and product development. Various industries have successfully applied Agile principles, showcasing experiences, challenges, and benefits. Case studies demonstrate Agile's versatility in software development, manufacturing, and service sectors. These real-world examples offer practical insights into Agile implementation, challenges faced, and strategies to overcome them. Agile case studies provide valuable inspiration for implementing these methodologies in any project, regardless of the organization's size or industry.

Who Uses Agile Methodology?

Agile methodology is used by a wide variety of organizations, including:

• Software development companies use Agile to improve collaboration, increase flexibility, and deliver high-quality software incrementally.
• IT departments use agile to manage and execute projects efficiently, respond to changing requirements, and deliver value to stakeholders in a timely manner.
• Startups use agile to quickly adapt to market changes and iterate on product development based on customer feedback.
• Marketing and advertising agencies use agile to enhance campaign management, creative development, and customer engagement strategies.
• Product development teams use agile to iterate, test, and refine their designs and manufacturing processes.
• Project management teams use agile to enhance project execution, facilitate collaboration, and manage complex projects with changing requirements.
• Retail companies use agile to develop new marketing campaigns and improve their website and e-commerce platform.

Agile Case Study Examples

1. moving towards agile: managing loxon solutions.

Following is an Agile case study in banking:

Loxon Solutions, a Hungarian technology startup in the banking software industry, faced several challenges in its journey towards becoming an agile organization. As the company experienced rapid growth, it struggled with its hiring strategy, organizational development, and successful implementation of agile practices. 

How was it solved:

Loxon Solutions implemented a structured recruitment process with targeted job postings and rigorous interviews to attract skilled candidates. They restructured the company into cross-functional teams, promoting better collaboration. Agile management training and coaching were provided to all employees, with online courses playing a crucial role. Agile teams with trained Scrum Masters and Product Owners were established, and agile ceremonies like daily stand-ups were introduced to enhance collaboration and transparency.

2. Contributions of Entrepreneurial Orientation in the Use of Agile Methods in Project Management

This Agile project management case study aims to analyze the degree of contribution of entrepreneurial orientation (EO) in the use of agile methods (AM) in project management. The study focuses on understanding how EO influences the adoption and effectiveness of agile methods within organizations. Through a detailed case study, we explore the relationship between entrepreneurial orientation and Agile methods, shedding light on the impact of entrepreneurial behaviors on project management practices.

A technology consulting firm faced multiple challenges in project management efficiency and responsiveness to changing client requirements. This specific problem was identified because of the limited use of Agile methods in project management, which hindered the company's ability to adapt quickly and deliver optimal outcomes.

Entrepreneurial orientation (EO) is a multidimensional construct that describes the extent to which an organization engages in entrepreneurial behaviors. The technology firm acknowledged the significance of entrepreneurial orientation in promoting agility and innovation in project management. 

The five dimensions of Entreprenurial orientation were applied across the organization.

• Cultivating Innovativeness: The technology consulting firm encouraged a culture of innovativeness and proactiveness, urging project teams to think creatively, identify opportunities, and take proactive measures. 
• Proactiveness: Employees were empowered to generate new ideas, challenge traditional approaches, and explore alternative solutions to project challenges. This helped them to stay ahead of the competition and to deliver the best possible results for their customers.
• Encouraging Risk-Taking: The organization promoted a supportive environment that encouraged calculated risk-taking and autonomy among project teams. Employees were given the freedom to make decisions and take ownership of their projects, fostering a sense of responsibility and accountability.
• Autonomy: Agile teams were given the autonomy to make decisions and take risks. This helped them to be more innovative and to deliver better results.
• Nurturing Competitive Aggressiveness: The technology firm instilled a competitive aggressiveness in project teams, motivating them to strive for excellence and deliver superior results.

3. Improving Team Performance and Engagement

How do you ensure your team performs efficiently without compromising on quality? Agile is a way of working that focuses on value to the customer and continuous improvement. Integrating Agile in your work will not only make the team efficient but will also ensure quality work. Below is a case study that finds how agile practices can help teams perform better.

The problem addressed in this case study is the need to understand the relationship between the Agile way of working and improving team performance and engagement. We see that teams often face challenges in their daily work. It could be a slow turnover due to bad time management, compromised quality due to lack of resources, or in general lack of collaboration. In the case study below, we will understand how adopting agile practices makes teams work collaboratively, improve quality and have a customer-focused approach to work.

How it was Solved:

A number of factors mediated the relationship between agile working and team performance and engagement. 

• Create a culture of trust and transparency. Agile teams need to be able to trust each other and share information openly. This will help to create a sense of collaboration and ownership. This in turn can lead to increased performance and engagement. 
• Foster communication and collaboration. Effective communication within the team and with stakeholders helps everyone be on the same page.
• Empower team members. Agile teams need to be empowered to make decisions and to take risks. 
• Provide regular feedback. Team members need to receive regular feedback on their performance. This helps them to identify areas where they need improvement. 
• Celebrate successes. By celebrating successes, both big and small, team members are motivated. This in turn creates a positive work environment. 
• Provide training and development opportunities. help the team to stay up to date on the latest trends and to improve their skills. 
• Encourage continuous improvement: Promoting a culture of continuous improvement helps the team to stay ahead of the competition and to deliver better results for their customers. 

It was concluded that agile ways of working can have a positive impact on employee engagement and team performance. Teams that used agile methods were more likely to report high levels of performance and engagement.

4. $65 Million Electric Utility Project Completed Ahead of Schedule and Under Budget

Xcel Energy faced a significant challenge in meeting the Reliability Need required by the Southwest Power Pool in New Mexico. The company had committed to constructing a new 34-mile, 345-kilovolt transmission line within a strict budget of $65 million and a specific timeline. Additionally, the project had to adhere to Bureau of Land Management (BLM) environmental requirements. These constraints posed a challenge to Xcel Energy in terms of project management and resource allocation.

A PM Solutions consultant with project management and utility industry experience was deployed to Xcel Energy.

The PM Solutions consultant deployed to Xcel adapted to the organization's structure and processes, integrating into the Project Management functional organization. He utilized years of project management and utility industry experience to provide valuable insights and guidance.

• Collaborative and social skills were used to address roadblocks and mitigate risks.
• Focused on identifying and addressing roadblocks and risks to ensure timely project delivery.
• Vendor, design, and construction meetings were organized to facilitate communication and collaboration.
• Monitored and expedited long-lead equipment deliveries to maintain project schedule.
• Design and Construction milestones and commitments were closely monitored through field visits.
• Actively tracked estimates, actual costs, and change orders to control project budget.
• Assisted functional areas in meeting their commitments and resolving challenges.

The project was completed eleven days ahead of schedule and approximately $4 million under budget. The management team recognized the project as a success since it went as planned, meeting all technical and quality requirements. 

5. Lean product development and agile project management in the construction industry

The construction industry, specifically during the design stage, has not widely embraced Lean Project Delivery (LPD) and Agile Project Management (APM) practices. This limited adoption delays the industry's progress in enhancing efficiency, productivity, and collaboration in design.

• Integrated project delivery and collaborative contracts: Collaborative contracts were implemented to incentivize teamwork and shared project goals, effectively breaking down silos and fostering a collaborative culture within the organization.
• Lean principles in design processes: Incorporating Lean principles into design processes was encouraged to promote lean thinking and identify non-value-adding activities, bottlenecks, and process inefficiencies. 
• Agile methodologies and cross-functional teams: Agile methodologies and cross-functional teams were adopted to facilitate iterative and adaptive design processes. 
• Digital tools and technologies: The organization embraced digital tools and technologies, such as collaborative project management software, Building Information Modeling (BIM), and cloud-based platforms. 
• A culture of innovation and learning: A culture of innovation and learning was promoted through training and workshops on Lean Project Delivery (LPD) and Agile Project Management (APM) methodologies. Incorporating Agile management training, such as KnowledgeHut Agile Training online , further enhanced the team's ability to implement LPD and APM effectively. 
• Clear project goals and metrics: Clear project goals and key performance indicators (KPIs) were established, aligning with LPD and APM principles. Regular monitoring and measurement of progress against these metrics helped identify areas for improvement and drive accountability.
• Industry best practices and case studies: industry best practices and case studies were explored, and guidance was sought from experts to gain valuable insights into effective strategies and techniques for implementation.

6. Ambidexterity in Agile Software Development (ASD) Projects

An organization in the software development industry aims to enhance their understanding of the tensions between exploitation (continuity) and exploration (change) within Agile software development (ASD) project teams. They seek to identify and implement ambidextrous strategies to effectively balance these two aspects.

How it was solved:

• Recognizing tensions: Teams were encouraged to understand and acknowledge the inherent tensions between exploitation and exploration in Agile projects.
• Fostering a culture of ambidexterity: The organization created a culture that values both stability and innovation, emphasizing the importance of balancing the two.
• Balancing resource allocation: Resources were allocated between exploitation and exploration activities, ensuring a fair distribution to support both aspects effectively.
• Supporting knowledge sharing: Team members were encouraged to share their expertise and lessons learned from both exploitation and exploration, fostering a culture of continuous learning.
• Promoting cross-functional collaboration: Collaboration between team members involved in both aspects was facilitated, allowing for cross-pollination of ideas and insights.
• Establishing feedback mechanisms: Feedback loops were implemented to evaluate the impact of exploitation and exploration efforts, enabling teams to make data-driven decisions and improvements.
• Developing flexible processes: Agile practices that supported both stability and innovation, such as iterative development and adaptive planning, were adopted to ensure flexibility and responsiveness.
• Providing leadership support: Leaders promoted and provided necessary resources for the adoption of agile practices, demonstrating their commitment to ambidexterity.
• Encouraging experimentation: An environment that encouraged risk-taking and the exploration of new ideas was fostered, allowing teams to innovate and try new approaches.
• Continuous improvement: Regular assessments and adaptations of agile practices were conducted based on feedback and evolving project needs, enabling teams to continuously improve their ambidextrous strategies.

7. Problem and Solutions for PM Governance Combined with Agile Tools in Financial Services Programs

Problem: The consumer finance company faced challenges due to changing state and federal regulatory compliance requirements, resulting in the need to reinvent their custom-built storefront and home office systems. The IT and PMO teams were not equipped to handle the complexities of developing new systems, leading to schedule overruns, turnover of staff and technologies, and the need to restart projects multiple times.

How it was Solved: 

To address these challenges, the company implemented several solutions with the help of PM Solutions:

• Back to Basics Approach: A senior-level program manager was brought in to conduct a full project review and establish stakeholder ownership and project governance. This helped refocus the teams on the project's objectives and establish a clear direction.
• Agile Techniques and Sprints: The company gradually introduced agile techniques, starting with a series of sprints to develop "proof of concept" components of the system. Agile methodologies allowed for more flexibility and quicker iterations, enabling faster progress.
• Expanded Use of JIRA: The company utilized Atlassian's JIRA system, which was already in place for operational maintenance, to support the new development project. PM Solutions expanded the use of JIRA by creating workflows and tools specifically tailored to the agile approach, improving timeliness and success rates for delivered work.
• Kanban Approach: A Kanban approach was introduced to help pace the work and track deliveries. This visual management technique enabled project management to monitor progress, manage workloads effectively, and report updates to stakeholders.
• Organizational Change Management: PM Solutions assisted the company in developing an organizational change management system. This system emphasized early management review of requirements and authorizations before work was assigned. By involving company leadership in prioritization and resource utilization decisions, the workload for the IT department was reduced, and focus was placed on essential tasks and priorities.

8. Insurance Company Cuts Cycle Time by 20% and Saves Nearly $5 Million Using Agile Project Management Practices

In this Agile Scrum case study, the insurance company successfully implemented Agile Scrum methodology for their software development projects, resulting in significant improvements in project delivery and overall team performance.

The insurance company faced challenges with long project cycles, slow decision-making processes, and lack of flexibility in adapting to changing customer demands. These issues resulted in higher costs, delayed project deliveries, and lower customer satisfaction levels.

• Implementation of Agile Practices: To address these challenges, the company decided to transition from traditional project management approaches to Agile methodologies. The key steps in implementing Agile practices were as follows:
• Executive Sponsorship: The company's leadership recognized the need for change and provided full support for the Agile transformation initiative. They appointed Agile champions and empowered them to drive the adoption of Agile practices across the organization.
• Training and Skill Development: Agile training programs were conducted to equip employees with the necessary knowledge and skills. Training covered various Agile frameworks, such as Scrum and Kanban, and focused on enhancing collaboration, adaptive planning, and iterative development.
• Agile Team Formation: Cross-functional Agile teams were formed, consisting of individuals with diverse skill sets necessary to deliver projects end-to-end. These teams were self-organizing and empowered to make decisions, fostering a sense of ownership and accountability.
• Agile Project Management Tools: The company implemented Agile project management tools and platforms to facilitate communication, collaboration, and transparency. These tools enabled real-time tracking of project progress, backlog management, and seamless coordination among team members.

9. Agile and Generic Work Values of British vs Indian IT Workers

Problem: 

In this Agile transformation case study, the problem identified is the lack of effective communication and alignment within an IT firm unit during the transformation towards an agile work culture. The employees from different cultural backgrounds had different perceptions and understanding of what it means to be agile, leading to clashes in behaviors and limited team communication. This situation undermined morale, trust, and the sense of working well together.

The study suggests that the cultural background of IT employees and managers, influenced by different national values and norms, can impact the adoption and interpretation of agile work values.

• Leadership: Leaders role-modeled the full agile mindset, along with cross-cultural skills. They demonstrated teamwork, justice, equality, transparency, end-user orientation, helpful leadership, and effective communication. 
• Culture: Managers recognized and appreciated the cultural diversity within the organization. Cultural awareness and sensitivity training were provided to help employees and managers understand and appreciate the diverse cultural backgrounds within the organization.
• Agile values: The importance of agile work values was emphasized, including shared responsibility, continuous learning and improvement, self-organizing teamwork, fast fact-based decision-making, empowered employees, and embracing change. Managers actively promoted and reinforced these values in their leading and coaching efforts to cultivate an agile mindset among employees.
• Transformation: A shift was made from a centralized accountability model to a culture of shared responsibility. Participation in planning work projects was encouraged, and employees were empowered to choose their own tasks within the context of the team's objectives.
• Roadmap: An agile transformation roadmap was developed and implemented, covering specific actions and milestones to accelerate the adoption of agile ways of working. 
• Senior management received necessary support, training, and additional management consultancy to drive the agile transformation effectively.

Benefits of Case Studies for Professionals

Case studies provide several benefits for professionals in various fields: 

• Real-world Application: Agile methodology examples and case studies offer insights into real-life situations, allowing professionals to see how theoretical concepts and principles are applied in practice.
• Learning from Success and Failure: Agile transformation case studies often present both successful and failed projects or initiatives. By examining these cases, professionals can learn from the successes and avoid the mistakes made in the failures.
• Problem-solving and Decision-making Skills: Case studies present complex problems or challenges that professionals need to analyze and solve. By working through these cases, professionals develop critical thinking, problem-solving, and decision-making skills. 
• Building Expertise: By studying cases that are relevant to their area of expertise, professionals can enhance their knowledge and become subject matter experts. 
• Professional Development: Analyzing and discussing case studies with peers or mentors promotes professional development.
• Practical Application of Concepts: Teams can test their understanding of concepts, methodologies, and best practices by analyzing and proposing solutions for the challenges presented in the cases. 
• Continuous Learning and Adaptation: By studying these cases, professionals can stay updated on industry trends, best practices, and emerging technologies. 

Examine the top trending  Agile Category Courses

In conclusion, agile methodology case studies are valuable tools for professionals in various fields. The real-world examples and insights into specific problems and solutions, allow professionals to learn from others' experiences and apply those learning their own work. Case studies offer a deeper understanding of complex situations, highlighting the challenges faced, the strategies employed, and the outcomes achieved.

The benefits of case studies for professionals are numerous. They offer an opportunity to analyze and evaluate different approaches, methodologies, and best practices. Case studies also help professionals develop critical thinking skills, problem-solving abilities, and decision-making capabilities through practical scenarios and dilemmas to navigate.

Overall, agile case study examples offer professionals the opportunity to gain practical wisdom and enhance their professional development. Studying real-life examples helps professionals acquire valuable insights, expand their knowledge base, and improve their problem-solving abilities.

Frequently Asked Questions (FAQs)

Three examples of Agile methodologies are:

Scrum: Scrum is one of the most widely used Agile frameworks. It emphasizes iterative and incremental development, with a focus on delivering value to the customer in short, time-boxed iterations called sprints. 

Kanban: Kanban is a visual Agile framework that aims to optimize workflow efficiency and promote continuous delivery.

Lean: Lean is a philosophy and Agile approach focused on maximizing value while minimizing waste. 

• People over process: Agile values the people involved in software development, and emphasizes communication and collaboration.
• Working software over documentation: Agile prioritizes delivering working software over extensive documentation.
• Customer collaboration over contract negotiation: Agile values close collaboration with customers and stakeholders throughout the development process.
• Responding to change over following a plan: Agile recognizes that change is inevitable, and encourages flexibility and adaptability.

The six phases in Agile are:

• Initiation: Define the project and assemble the team.
• Planning: Create a plan for how to achieve the project's goals.
• Development: Build the product or service in short sprints.
• Testing: Ensure the product or service meets requirements.
• Deployment: Release the product or service to the customer.
• Maintenance: Support the product or service with bug fixes, new features, and improvements.

Lindy Quick

Lindy Quick, SPCT, is a dynamic Transformation Architect and Senior Business Agility Consultant with a proven track record of success in driving agile transformations. With expertise in multiple agile frameworks, including SAFe, Scrum, and Kanban, Lindy has led impactful transformations across diverse industries such as manufacturing, defense, insurance/financial, and federal government. Lindy's exceptional communication, leadership, and problem-solving skills have earned her a reputation as a trusted advisor. Currently associated with KnowledgeHut and upGrad, Lindy fosters Lean-Agile principles and mindset through coaching, training, and successful execution of transformations. With a passion for effective value delivery, Lindy is a sought-after expert in the field.

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Case Studies

This page provides an overview of the various case studies available from Scrum.org. These case studies demonstrate successful transforming organizations, uses of Scrum, Nexus, Evidence-Based Management and more. Read them to understand where people and teams have struggled and how they have overcome their struggles.

Organizational and Cultural Transformation

Scaling scrum, successfully implementing scrum, scrum outside of software.

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CASE Tools | Software Engineering

• Post last modified: 5 May 2023
• Reading time: 5 mins read
• Post category: Software Engineering

A CASE (Computer Aided Software Engineering) tools mean any tool used to automate some activity associated with software development.

Some of these CASE tools assist in phase-related tasks such as specification, structured analysis, design, coding, testing, etc; and others to non-phase activities such as project management and configuration management.

Also Read : Software Maintenance

Reasons for using CASE Tools

• to increase productivity
• to help produce better quality software at lower cost.

CASE Environment

Although individual CASE tools are useful, the true power of a tool set can be realized only when these set of tools are integrated into a common framework or environment. A CASE environment facilitates the automation of the step-by-step methodologies for software development. A schematic representation of a CASE environment is shown in Fig. 3.

CASE Environment vs Programming Environment

A CASE environment facilitates the automation of the step-by-step methodologies for software development. In contrast to a CASE environment, a programming environment is an integrated collection of tools to support only the coding phase of software development.

Benefits of CASE

• A key benefit arising out of the use of a CASE environment is cost saving through all development phases. Different studies carry out to measure the impact of CASE put the effort reduction between 30% to 40%.
• Use of CASE tools leads to considerable improvements to quality . This is mainly due to the facts that one can effortlessly iterate through the different phases of software development and the chances of human error are considerably reduced.
• CASE tools help produce high quality and consistent documents . Since the important data relating to a software product are maintained in a central repository, redundancy in the stored data is reduced and therefore chances of inconsistent documentation is reduced to a great extent.
• CASE tools take out most of the drudgery in a software engineer’s work. For example, they need not check meticulously the balancing of the DFDs but can do it effortlessly through the press of a button.
• CASE tools have led to revolutionary cost saving in software maintenance efforts. This arises not only due to the tremendous value of a CASE environment in traceability and consistency checks but also due to the systematic information captured during the various phases of software development as a result of adhering to a CASE environment.
• Introduction of a CASE environment has an impact on the style of working of a company and makes it oriented towards the structured and orderly approach.

Read Further: Wikipedia

• Software Maintenance
• COCOMO Model
• Risk Management

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The complete guide to heatmaps

Heatmaps are a powerful way to understand what users do on your website pages—where they click, how far they scroll, and what they look at or ignore.

Last updated

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In this guide, you’ll find an introduction to the different types of heatmaps and how to create and analyze them. You’ll also get real case studies and practical examples , so you can see for yourself just how valuable and useful heat maps are when it comes to improving and growing your website.

(You’ll even get a complete overview of Hotjar’s free forever Heatmaps tool if you read until the end.😉)

What is a heatmap?

A heatmap (or heat map) is a graphical representation of data where values are depicted by color. 

They are essential in detecting what does or doesn't work on a website or page, and which parts and elements of a page users engage with. 

By experimenting with how certain buttons and elements are positioned on your website, heatmaps allow you to evaluate your product’s performance and increase user engagement and retention as you prioritize the jobs to be done that boost customer value.

Heatmaps make it easy to visualize complex data and understand it at a glance:

The practice we now call heatmaps is thought to have originated in the 19th century, where manual gray-scale shading was used to depict data patterns in matrices and tables.

The term heatmap was first trademarked in the early 1990s, when software designer Cormac Kinney created a tool to graphically display real-time financial market information. 

Nowadays, heatmaps can still be created by hand, using Excel spreadsheets, or with digital experience insights tools like Hotjar. 

What is a website heatmap and how can you use it to improve your product?

Product and website heatmaps visualize the most popular (hot) and unpopular (cold) elements of your content using colors on a scale from red to blue.

But, who uses heatmaps and how do they work? 

Heatmaps give product teams, marketers, digital and data analysts, user experience (UX) designers, social media specialists—and anyone who sells anything online—deep insights into people’s behavior on their site, helping them discover why users aren’t adopting their product, using  call to action (CTA) buttons, or converting. 

By aggregating user behavior , heatmaps facilitate data analysis—combining quantitative and qualitative data—and give a snapshot understanding of how your target audience interacts with an individual website or product page —what they click on, scroll through, or ignore—which helps you identify trends and optimize your product and site to increase user engagement , conversions ( CRO ) and sales.

Heat maps also usually display the average fold, which is the portion of the page people see on their screen without scrolling as soon as they land on it.

 The benefits of using heat maps on your website

Heatmaps help product managers and website owners understand how people interact with their website pages to find answers to critical business questions and goals such as ‘Why are my users not converting?’ or ‘How do I get more visitors to take action?’ Using heatmaps, you can determine if users are:  

Reaching important content or failing to see it

Finding and using a page’s main links, buttons, opt-ins, and CTAs

Getting distracted by non-clickable elements

Experiencing issues across devices

As a visual tool, heat maps help you make informed, data-based decisions for A/B testing , updating, or (re)designing your website . They're also useful on a wider business scale: heat maps let you show team members and stakeholders what’s happening and get their buy-in more easily when changes are needed—it’s hard to argue with a heat map!

Hotjar Heatmaps continuously collect and let you filter data and create special heatmaps based on user attributes —like the user's role or title, the date they created their account, whether they're on a trial version of your product, and more—so you can quickly find targeted insights. 

For example, product teams might use heatmaps to test how users are interacting with a new feature or prioritize bug fixes , whereas UX and UI designers will use heatmaps to measure the popularity or dislike of a page design, and implement changes that makes it easier for customers to navigate their website.

With Hotjar’s Highlights feature, you can ‘favorite’ and quickly share specific insights of a heatmap with other departments or individuals in your business, achieving successful cross-functional collaboration .

You can also create a ‘collection’ of heatmaps to highlight specific elements you want your business or team to prioritize. 

For example, a digital marketer might create a heatmap collection to test a landing page and then decide to move a CTA button above the average fold, reducing churn and increasing sign-ups for their website or product.

Sign up for a free Hotjar account, add the tracking code to your website, and start using our free heatmap software today.

We used Hotjar’s insights to narrow down the possible causes of drop-off. It enabled us to focus on and test a few real solutions instead of chasing hypothetical solutions based on guesswork.

What are the different types of heatmaps?

Heatmap is really an umbrella term for different heatmapping tools: scroll maps, click maps, and move maps. Knowing the difference is handy, as each type helps you investigate a slightly different aspect of your website and product performance.

Let's dive in!

1. Scroll maps

Scroll maps show the exact percentage of people who scroll down to any point on the page: the redder the area, the more visitors see it.

2. Click maps

Click maps show you an aggregate of where visitors click their mouse on desktop devices and tap their finger on mobile devices (in this case, they are known as touch heatmaps). The map is color-coded to show the elements that have been clicked and tapped the most (red, orange, yellow).

3. Move maps

Move maps track where desktop users move their mouse as they navigate the page. The hot spots in a move map represent where users have moved their cursor on a page, and research suggests a correlation between where people are looking and where their mouse is—meaning that a move map gives you an indication of where people might be looking as they go through your page.

4. Engagement zones

Engagement zones combine interaction data sets from click, scroll, and move heatmaps into one simple view.

It’s a powerful data visualization tool that helps you analyze pages in seconds, so you can  get a well-rounded view of user engagement with your product.

5. Rage click maps

Rage click maps let you pinpoint exactly where users get frustrated on the page. Spot and address those pain points to reduce rage clicks and friction in your key flows to improve UX and boost conversions.

6. Desktop, tablet, & mobile heatmaps

Desktop, tablet, and mobile heat maps help you compare the performance of your website on different devices. For example, content that is prominent on a desktop page might sit much further below the fold on a phone—and you need to see if interaction differs, and how.

Ready to create a heatmap and improve your website experience?

Heatmaps are easy to create and understand, and they let you discover actionable insights that help you improve the user journey and your product pages to increase retention and sign-ups on your website!

Set up your free heatmap today

Use Hotjar’s free heatmap generator to understand what customers love (and hate) about your site and make empathy-driven improvements.

Heatmap FAQs

How do i create a website heatmap.

To  create a website heatmap , you can use a  heatmap tool  or software like Hotjar. Sign up for Hotjar, add the Hotjar tracking code (a JavaScript snippet) to your website, then navigate to the Hotjar Dashboard. Click ‘Add Heatmap’, select the page you wish to target, then click ‘Create Heatmap’.

Will heatmaps slow down my website?

Technically speaking,  any  heatmap script you add to your website could potentially slow it down, but Hotjar has been designed to minimize the risk of slowing down your website as much as possible.

Hotjar’s tracking script loads  asynchronously , meaning it loads alongside everything else on your website, and uses a  CDN  (Content Delivery Network) and correct  browser caching  to keep things loading fast. Check out this article to learn more.

Where can I find a free website heatmap?

The  best free website heatmap tool  we know of is Hotjar’s ‘Free Forever’ basic personal plan, which allows you to collect heatmap data from up to 1,050 website sessions per month.

Can I use a heatmap on my Shopify store?

You can  set up a heatmap on Shopify  and see exactly where customers click on your pages by using the Hotjar-Shopify integration , installing the  Hotjar Shopify app  or manually  adding Hotjar’s tracking code to your Shopify theme .

Can I use a heatmap on WordPress?

You can  use heatmaps on any self-hosted WordPress website  to find out where users click by by enabling the Hotjar-Wordpress integration , installing  Hotjar’s WordPress heatmap plugin , or manually adding Hotjar’s tracking script to your WordPress site.

Can I use heat maps and comply with GDPR and privacy regulations?

To comply with relevant privacy and GDPR regulations, you need to use a heatmap tool that allows you to responsibly manage any user data you collect. Hotjar has built-in compliance features that let you use the heatmap tool in a GDPR-compliant manner .

All personally identifiable information is automatically anonymized on the end user's side on all heatmaps, and you can also add additional form suppression filters to block any elements you require.

Why do we use heat maps?

The primary purpose of heat maps is to  visualize website user behavior . By looking at an aggregate of all user interactions on a web page, it becomes easier to  spot issues and opportunities for improvement .

Heat maps are also a great first step for further  user behavior  research, like viewing  session recordings  and collecting  survey feedback .

What is a website heat map?

A  website heat map  is an aggregated visualization of user mouse movement, scrolling, clicks, and taps. Heat maps are used by designers, UX specialists, and marketers to discover  website usage patterns  and make data-informed optimizations to increase conversion rate and revenue.

What does a heat map show?

A heat map shows a  color-coded overlay  of mouse (and tap) movement on a single website page. The ‘popularity’ of page elements is displayed using a color scale from red (the most popular parts of the page) to blue (the least-used parts of a page).

How does a heatmap work?

Hotjar Heatmaps work by creating a copy of your page’s HTML code, then categorizing each element by their tag, parent elements, and IDs or classes where relevant. When visitors view the page, Hotjar collects usage behavior and maps all the elements users interact with to the master heatmap report. Heatmap data is sorted into three heat map categories  for easier analysis :  click map ,  scroll map , and move map.

How do I read a heatmap?

You can read any website heatmap in two ways: by looking at the  visualization  and by reviewing the  raw data  points. You can spot click trends and issues at a glance thanks to the color-coded nature of heatmaps (red means the most interaction, blue the least). Raw heatmap data tables will reveal more specific insights, such as the HTML elements or pixel locations of clicks and views in order of popularity.

Who invented heatmaps?

The term ‘heatmap’ was first used (and trademarked) by American software designer  Cormac Kinney  in the early 1990s, after he developed software to graphically display real-time financial market information for traders.

What’s the difference between mouse-tracking and eye-tracking tools?

For user experience purposes,  eye-tracking  measures where people look when viewing a website, whereas  mouse-tracking  measures where people move and click their cursors (or tap on mobile). Eye-tracking research can be costly, usually takes place in a lab, and requires research participants to wear specialist equipment, whereas mouse-tracking (also known as  click-tracking ) is very affordable—even free—and can generate similar heatmaps.

Studies suggest that there is a positive  correlation between eye tracking and move heatmaps , as people tend to look where their cursor is located.

How should I use heatmaps with other analytics tools?

Hotjar was founded on the premise that to truly understand your users, you need to combine qualitative and quantitative analysis. Insights from heat maps can be easily combined with those from Google Analytics (or other analytics tools) to get a more accurate picture of how people interact with your website pages. Take a look at our GA and Mixpanel integrations to get started.

This page gives you examples of how to combine Hotjar with other analytics tools.

Software development case studies​

We love to show off examples of web and mobile applications that we’ve developed for our clients. In addition to betting projects (in which we specialize), here you will also find applications from the financial, healthcare, IoT industries and additionally, some solutions for startups. Remember that not all of the software development case studies that we’ve completed are available on this page, some of them are confidential. We encourage you to contact us if you have questions.

All software development case studies

Below you will find all of our case studies. For a better navigation experience, use the filters by dividing them into industries, the scope of work, or the platform. Projects we have carried out in the past are still being developed. We put a lot of work into them and we are very proud of what we do. We’d love to speak with you, so please contact us if you have questions about these projects. If you want to implement your own idea, CrustLab is the partner to help you do it!

CrazyBet – Crypto Casino with Custom Frontend & Social Features

Delve into the genesis of a standalone crypto casino platform infused with immersive gaming aspects and vibrant social interactions.

BETFAN – Sportsbook Web & Mobile UI

Innovative sportsbook UI that transforms betting on web and mobile platforms into an exceptional experience. Delivered for one of the top legal bookmakers in Poland.

Slot Games Aggregator

Industry-acclaimed one-stop software for online casino operators, now expanded with even more attractive gaming options.

White-label Casino Apps for a Global Audience

Uncover the intricacies of cutting-edge custom casino mobile apps. Confronting considerable technical challenges, rigorous timelines, and strict regulatory constraints, we redefined industry standards.

White-label Mobile Sportsbook Apps

The genesis of custom mobile sportsbook apps reshaping the US and Canadian iGaming landscape through customization and cross-state functionality.

STAY STRONG – A Next-level App Elevating Tennis Club Engagement

Discover how Fame Sport Club, a VIP-centric tennis and badminton hub in Krakow, harnessed cutting-edge technology to elevate player experiences and boost profitability.

AI-boosted Flutter mobile app supporting soccer clubs in training young soccer players

Cross-platform Flutter mobile app created for professional soccer clubs. AI-boosted Duolingo for young adepts of soccer and a complete back office for professional coaches.

BetMakers – the next generation online betting platform

Creation of a next generation multi-tenant Horse Racing betting system hosted by one of the biggest players in the betting industry.

TMS Brokers – Online currency exchange office

Expansion of an online currency exchange office’s functionalities including dedicated panels for users, administrators, and traders.

PelviFly – Healthcare cross-platform mobile app development

Creation of a cross-platform mobile app for end-users and a custom web application for coaches and administrators. The system introduces the gaming experience into a professional medical treatment to start training pelvic floor muscles for women of all ages.

Offender tracking system – an AI-supported IoT application for Public Safety

Development of the personal unit tracking system and native mobile applications to supervise and monitor their activity.

Leeroy – A White-label Restaurant Management App

The transformation of a groundbreaking all-in-one platform designed to streamline restaurant management across Scandinavia.

Case study – fixed pool betting system

Improvements and refreshments to a fixed-pool betting system. Fixed performance bottlenecks, implemented several new technical solutions and custom features, improved the user experience, and added more business conversion points to the web application.

DreamPicks – Online sports betting platform MVP design

Complete design project of the MVP version for an online sports betting platform intended for the US market.

Zowie – a mobile chat widget SDK

Creation of the SDK for a mobile chat widget for Android, iOS, and Flutter.

SoyDigi – business management as a service web app MVP

Creation of the web app MVP version of a business as a service application for a Polish-Columbian startup in the early stages of growth.

Pick24 – social betting mobile apps development

Development of social betting iOS and Android mobile applications for simulated gambling.

WorkInn – Web application and recruitment marketplace for the HoReCa industry

A web application from the event and catering industry that connects event organizers and employees such as cooks, waiters, bartenders, and more.

Smooth Remote – An AWS-based web remote job board

An extended AWS-based web remote job board with an admin panel, Content Management System, and payment integrations.

The Central House of Technology – Content Management System development

Development of a Content Management System to manage the knowledge base and integration with the cdt.pl web portal.

Solver e-learning platform

Creation of an e-learning platform that targets two types of users: providers who offer services and audiences who want to learn.

ICEO – Android widget application

Development of Android widget application which allows the user to follow the cryptocurrency rates in real-time.

BLNK – design of iOS mobile application

An iOS mobile application supporting the maintenance of healthy eyesight.

Pretta – A new level of project management

An iOS application designed to optimize project management processes.

Trusted by leading brands

There is no better recommendation than the opinion of a satisfied customer. See what founders and managers have to say about their cooperation with CrustLab.

CrustLab consistently adds value to our organization in many ways. We’ve received very positively feedback on the system CrustLab has delivered. Our customers regard it as an excellent product. Our experience working with them has far exceeded those of other vendors.

The team provided professional services that added value to the core functions of the business. They were fast and felt like our internal IT department, working during the night when we were deploying important features. That was fantastic, and I’m happy they’ve worked with me.

CrustLab’s implementation of our solutions has almost doubled our revenues. All aspects of cooperation were very good. I felt that we were treated as very important clients because we received a very high standard of service. The team delivered the results at the time and budget.

We finished an MVP in 3 weeks. It was very valuable that CrustLab was able to evaluate the feasibility of our solution and estimated the effort and cost that was required to request the funding. CrustLab can be a business partner in addition to an excellent software development agency.

CrustLab successfully delivered a product that was able to maintain its performance despite some sudden surges in the site’s traffic. Thanks to their experience and ability to predict problems, we found solutions and built the project on time.

We take advantage of CrustLab’s experience in the field of payments, new functionalities, and user-friendly design. The development process itself ran smoothly and according to plan. It was important for us to complete the project on time, so I cannot imagine a better partner for this project.

We hired CrustLab to introduce several modifications to improve one of the Pocco Finance apps and integrate it with the new version of the SDK. The project was completed on time and in line with the planned budget. I strongly recommend CrustLab as a software partner.

This team is hungry, sharp, “on it” and very customer-focused. I had no idea that I could find such great help from the other side of the world – especially a firm that could understand our product requirements even though I’m not a tech product manager.

We are really satisfied with the cooperation with CrustLab. Very good technical skillset, good communication, and work done on time! After creating a customizable widget, we entrusted them with redefine of another application, and the results are splendid.

Our cooperation with CrustLab concerned body leasing. They offered us highly skilled and experienced Android developers. I am fully satisfied with the ease of contact, the speed of completing the formalities, but most of all of the man they recommended to us.

Contact us and get a free project estimation!

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More From Forbes

Systems leadership case study: workplanning using systems thinking.

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Thomas Lim is the Vice-Dean of Centre for Systems Leadership at SIM Academy. He is an AI+Web3 practitioner & author of Think.Coach.Thrive!

Workplanning usually involves a confluence of top-down and bottom-up approaches in many organizations. Some broad annual guidance is given by the CEO, with Finance providing a budget forecast based on historical data and the strategic imperatives for the new fiscal year. The line divisions then prepare and present a list of initiatives that purportedly contribute to these imperatives and justify their budget-ask.

This generally works in stable environments where the workplanning objectives are incremental as part of a longer five-year duration, but it may be inadequate in managing transformation efforts with the need for new systemic structures due to the merging or dissolving of functional areas within the organization.

Systems thinking provides a holistic approach to understanding and managing complex systems from the current reality to a desired outcome, making it an ideal tool for recasting workplans to enhance efficiency and effectiveness.

In the case of Client X, they aimed to leverage systems leadership practices to transform internally and propagate these practices first across its internal divisions, with the goal of taking it to the ecosystem at large. This article outlines a high-level approach to recasting the workplan using systems thinking tools, which has helped Client X align its initiatives, identify gaps and overlaps and achieve strategic objectives.

BlackRock Issues Unprecedented Fed Warning After 300 Billion Bitcoin And Crypto Price Crash

‘hit man’ dethroned in netflix’s top 10 list by a new movie, wwe raw results winners and grades as bray wyatt stable debuts, what is systems thinking.

Systems thinking is an approach to problem-solving that views "problems" as parts of a unified whole. It involves understanding how different parts of a system interact and influence each other within the system. Unlike traditional linear thinking, systems thinking considers the broader context and the interconnections within the system and provides a systems map wherein these interactions are perceived as system-to-system, subsystem-to-subsystem or component-to-component.

In the case of Client X, adopting systems thinking means moving away from siloed operations and toward a more integrated and cohesive approach whereby a division’s work is mapped against another for synergistic outcomes. This can help the organization address complex challenges, improve decision-making and foster innovation by removing duplication and identifying implementation gaps.

Recasting The Workplan

The workplan recasting effort begins with "taking apart" the current work streams, not along the divisions’ lines of work but from an overall organizational lens. The leaders participating in this exercise have already been trained in the fundamentals of systems thinking tools. The three-day effort is about applying the systems concepts to model Client X’s journey from its current reality to its desired outcome through its articulated theory of success. The three-day session revolves around these workpieces both at the organizational level and at each strategic level:

1. Align And Select Tools/Models: Select the appropriate systems models and frameworks to guide the recasting process.

2. Apply Systems Thinking Practices: Rework existing work streams of the workplan as layers of interaction across nested hierarchies for each strategy.

3. Identify Interconnectedness: Understand how various initiatives are interconnected and the causal loops that would guide the process.

4. Identify Gaps And Overlaps: Detect any gaps and overlaps in the initiatives to optimize efforts and budgetary choices.

The specific steps that the team undertook during the three-day process included the following.

Step 1: Articulate Vision And Current Reality

Begin by clearly defining the vision and the current reality of the organization. This involves understanding the structural gap between where Client X is and where it wants to be. This step helps in identifying the key challenges and opportunities.

Step 2: Recast Workplan As A Nested Hierarchy Of Choices

Recast the workplan as a nested hierarchy of choices to ensure that decisions at every level are aligned and relevant. This helps in clarifying the strategic intent and who is responsible for what and aids in surfacing gaps and duplications, enabling better resource allocation and prioritization.

Step 3: Cluster Use Cases, And Prioritize Challenge Statements

Cluster the use cases, and prioritize the top three challenge statements that need to be addressed. This focuses the efforts on the most critical issues and ensures that resources are used effectively.

Step 4: Work On Chosen Challenge Statements

The selected challenge statements are put through using the levels of perspective "walk-up" framework to surface and test mental models for diagnosis. This helps in understanding the underlying assumptions and beliefs that drive current behaviors and outcomes.

Step 5: Create A Theory Of Success

Develop a theory of success that identifies the key levers at higher leverage for achieving the desired outcomes from key success factors. This provides a clear road map for action and helps in aligning efforts across the organization.

Step 6: Co-Create A Walk-Down Of The Levels Of Perspective

Collaborate with stakeholders to create a walk-down of the levels of perspective. This step aligns the challenge statement and diagnosis with a related growth strategy, ensuring that all efforts are coherent and strategic.

By integrating systems thinking into the recasting of its workplan, Client X was able to achieve a more cohesive, efficient and effective approach to its initiatives. The workplan was still central in execution, but it is now reinforced and streamlined for internal alignment in a way that was not possible before overlaying the systems thinking perspectives.

This approach can be extrapolated to enable other organizations to address complex challenges, optimize resource allocation and drive strategic outcomes. A coaching reinforcement can additionally be put in place to ensure that these practices are deeply embedded within the organization, leading to sustained transformation and growth.

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Software Engineering Statistics: Market Share, Trends, and Growth Patterns

We’ve gathered some relevant software engineering statistics, fresh industry reports, and expert insights to find out why this market is getting more competitive and what challenges software engineers are facing.

Software engineers and developers have quickly become some of the most sought-after professionals worldwide. But if software engineering is in demand, why is it so hard to get a job or even an internship in this field? If the market is so crowded, why is software engineering getting more expensive?

To answer these questions, we need to understand the current state of the software engineering market, how it’s changing, what’s influencing it, and where it’s heading.

Key Software Engineering Statistics and Facts

Software development is a subset of software engineering, an umbrella term that covers a variety of branches. The main software development market segments are:

• Productivity software
• Enterprise software
• System infrastructure software
• Application development software

In 2021, the global software market reached a whopping $565 billion. The largest segment is enterprise software, with projected revenue of $237 billion  in 2022.

The  demand for software engineers  has doubled since 2020. The negative effect of the COVID-19 pandemic was rather short-lived, as the software market value is expected to continue growing at an annual rate of 6.5%. According to Statista, the top 5 software markets are the United States, Germany, Japan, the United Kingdom, and China.

Software is typically provided in one of two ways:

• Software-as-a-Service (SaaS):  This cloud-based model  allows end users to access software online without having to download or update it — the provider is responsible for its hosting and maintenance. SaaS companies often utilize subscription-based, pay-as-you-go, or one-time-use revenue models. Currently, one of the biggest SaaS companies is Salesforce.
• On-premise solution: In this traditional software distribution model, the end user installs and runs the software on their device. For data integrity and security reasons, this model won’t go out of style anytime soon — many businesses in highly regulated industries rely on it. Microsoft is a good example of an on-premise software distributor.

Many software engineers start their careers in SaaS companies. The industry is booming — in part because the recent pandemic made many companies go remote and increase their cloud spending  as a result.

The SaaS market is estimated to reach $208 billion  by 2023:

Cloud-based solutions are usually more scalable, affordable, and device-independent than on-premise software, which explains why almost 70%  of tech and communications companies are hiring for cloud-related positions.

But when it comes to job opportunities, software engineers’ choices aren’t limited to purely high-tech companies and IT providers. Many niche industries digitalize at breakneck speed and urgently need software architects, developers , analysts, machine learning engineers, cyber security professionals, and data scientists.

Some of the most popular industries for software engineer careers include:

• Government and defense
• Transport and logistics

Software engineer and developer roles make up more than half of Glassdoor’s list of best jobs in 2022 .

A software engineer usually earns a new title as their career advances. The job title hierarchy varies from company to company, but the standard software engineering career levels in order of seniority are:

• Staff engineer
• Senior staff engineer
• Principal engineer
• Distinguished engineer
• Fellow engineer

Software engineering jobs may have more exotic-sounding or playful titles, like software artisan, software Jedi, or even full stack magician, but it’s a candidate’s skill sets that’ll define who’s going to be a good fit for the company.

Software Engineering Trends

The tech industry is rapidly evolving, and this is reflected in the software engineering landscape. Many software engineers focus on a specific niche instead of becoming generalists to have a more definitive career ladder.

The field now has many promising subdisciplines and trends. For instance:

• Artificial Intelligence engineering  combines the principles of systems engineering, software engineering, and computer science to create AI systems for solving real-world problems.
• Cloud computing is the on-demand delivery of computing services , like servers, storage, databases, networking, software, and analytics, over the internet to offer better scalability, remote control, and potential cost savings.
• Decentralization  is changing the fabric of the internet. Decentralized software delivery infrastructures, networks, and data architectures are becoming more ubiquitous due to their agility and efficiency.
• The Internet of Things (IoT) software engineering  focuses on device integration to create a perfect blend of software and hardware solutions for real-world applications, such as smart home automation.
• Open source is freely available code or software for developers to build on top of. Open source assets are created and maintained by other experienced coders, and they help facilitate collaboration  and innovation.
• Low-code/no-code  is a software development approach that relies on auto-generated code. Proponents of this approach use visual tools and components to write programs instead of manual coding.
• Cybersecurity engineering is a subdiscipline focused on analyzing threats, creating and implementing security protocols , and ensuring that software components have no vulnerabilities.

Now, we’re getting closer to answering the questions posed in our intro. Software engineering trends emerge and develop pretty fast, but tech universities can’t always keep up with student demand . As a result, while tech enterprises need skilled professionals today, those lucky few graduates will need a few more years of experience to become hirable for big-name companies.

Top Software Engineer Tools and Technologies

Software engineers have to know multiple web development languages , tools, frameworks, and platforms just to be able to compete for an open position, let alone be hired.

Let’s see what some of those are, starting with the most used programming languages :

However, the list of top-paying languages  looks rather different:

It’s a similar story with the highest-paying databases  — the ones that are commonly used didn’t make it to the top of the list:

The most used software development frameworks  are:

• Scikit-learn
• React Native
• Apache Kafka

The highest-paying frameworks include Go, Ruby on Rails , Svelte , ASP.NET, Gatsby, and React.js, based on the software engineering statistics compiled by Stack Overflow.

Amazon Web Services  (AWS) is the most widely used cloud platform, followed by Google Cloud  and Microsoft Azure :

Other fundamental tools that software developers use include:

• Visual Studio Code

DevKinsta  is powered by Docker and keeps your local WordPress sites  isolated and secure. It offers a local environment for developing WP themes, plugins, and more. Try and use it for free to design, develop, and deploy WordPress sites from your local machine hassle-free.

Common Software Engineer Skills and Responsibilities

To build the necessary software engineering fundamentals, freshman applicants usually choose one of the following bachelor’s programs:

• Computer Systems Engineering
• Software Engineering and Business Informatics
• Software Development
• Computer Science
• Application Software Development
• Human-Centered Design & Engineering
• Game Development

Becoming a software engineer is also quite expensive — students can expect to pay between $37,000 and $91,000  in total tuition.

Almost 60%  of software developers acknowledge that they learned how to code from online resources, so a relevant degree alone doesn’t necessarily make one job-ready.

Software developers and engineers have some overlapping functions and responsibilities, but the latter focus on the bigger picture. A software developer can become a software engineer if they have the right educational background and are ready to develop or deepen the necessary skills for the job.

A software engineer is typically responsible for:

• Overseeing the software development process
• Software testing and maintenance
• System design
• Determining operational feasibility
• Software deployment
• System integration
• Debugging and troubleshooting
• Creating and managing database applications
• Developing technical documentation, charts, and layouts

Staging environments help developers test and deploy code quickly and securely. Kinsta’s WordPress staging environments , in particular, give you granular control over your website content and updates.

Software engineers work on a bigger scale than software developers and typically take on higher-level responsibilities. The following soft skills are mandatory for software engineers, especially for senior positions:

• Time-management
• Readiness for lifelong learning
• Teamwork, collaboration, and leadership skills
• Communication skills
• Problem-solving skills
• Conflict resolution skills
• Product management skills
• Critical thinking

A highly skilled software engineer can land a top-paying role , such as enterprise cloud architect, security architect, or data architect.

Average Software Engineering Costs

In 2021, the average annual salary for software engineers was $155,000. Remote wages for software engineers are increasing as foreign companies expand their reach and start to compete with the US market.

The average salaries for software development and engineering roles are:

It’s common practice  to build project teams that include at least one senior developer and one to two junior developers to reduce expenses while preserving quality. Seasoned software engineers often charge $400 an hour or more.

Small and medium-sized businesses can get away with paying between $110 and $220  an hour for projects ranging in size from $50,000 to $5 million. Offshore and nearshore developers will most likely charge you less, but in that case, things like code quality, language barriers, and time differences come into question.

Interestingly, part of the reason why software engineering costs are so high is that small companies offer software engineers attractive pay. Enterprises often have to compete with startups when it comes to hiring tech talent.

Companies can cut their software engineering costs by ensuring their team’s productivity and uninterrupted workflow. Here are the biggest areas of time loss for software engineers:

38%  of engineers say that waiting (e.g., large-scale migrations or waiting for code review) eats up a lot of their time. And 30% of developers say they’d prefer to spend less time recruiting and interviewing.

Software Developer Demographics and Motivations

As the global tech industry’s growth accelerates, more developers are choosing non-traditional education pathways, such as bootcamps and self-paced learning. Nevertheless, 41%  of software developers in the US have a bachelor’s degree, and 21% have a master’s degree.

There were 24.3  million active software developers worldwide at the end of 2021. The median age for software engineers is 43  years old, and 61% of developers are younger than 35 years. These figures have gradually decreased with the entry of more young professionals into the workforce.

Here are the top motivation drivers for software engineers and developers:

• New challenges
• A sense of fulfillment
• Endless learning
• Knowing their purpose and value
• Being part of a global tech community
• Belief in the product they’re working on
• Pushing the boundaries of technology

It’s not the exorbitant salaries that make students decide to obtain a computer science degree — or, at least, it’s not just them. Software engineering can be an extremely thrilling and rewarding job.

However, high demands also mean high pressure. Two out of every five  people working in tech are at a high risk of burnout, and stress seems to affect women especially. Even senior professionals openly speak about their personal burnout stories:

43% of the population at high burnout risk struggle to find satisfaction in finishing their everyday tasks. The tech industry has some of the highest resignation rates  across industries.

However, 83%  of software engineers and developers say that they prioritize their mental and physical well-being. And many tech professionals are happy at work.

Today, tech professionals expect their employers to encourage their happiness  at work through:

• Rewarding pay
• Healthy communication and lack of distractions
• Flexible working hours
• Frequent check-ins
• Growth opportunities
• Reducing workload
• Positive and inclusive work culture
• Less demanding timelines
• Work-life balance
• Employee recognition
• Free mental health days

Many tech companies are addressing diversity and inclusion, but the real changes are occurring rather slowly. The software development field is still pretty homogeneous — only 20% of all people working in it are women, according to Developer Nation. Other sources show even lower figures.

The same goes for race and ethnicity. However, we expect to see a new, more diverse group of developers enter the workforce, thanks to the gradual democratization of tech education.

As of now, 39%  of software developers identify as White. Some sources suggest that this number may be even higher — as high as 52% . Comparatively, 33% of developers are of Asian ethnicity, and 6.9% are of Hispanic or Latino ethnicity. These figures vary depending on the respondents’ proficiency.

Remote Software Engineering Statistics

According to surveys on LinkedIn, over 50%  of software developers work remotely, and 85% say their organizations are at least partially remote.

A 2022 survey conducted by Stack Overflow shows the following remote software engineering statistics:

Software engineers who are ready to work remotely  find themselves in a better position — they receive 20% more interview requests compared to their counterparts who prefer in-person work.

74%  of engineers would like to be remote 3 days a week or more. Surprisingly, smaller organizations are more likely to have in-person engineers, whereas larger organizations with 10k+ employees usually offer a hybrid work model. There are two reasons behind this:

• For small businesses and startups, it’s especially important to cultivate a collaborative culture and loyalty, which is easier to do face-to-face.
• Big companies can afford expensive morale-boosters and enterprise-grade tools for their remote employees to mitigate the effects of the long-distance format.

Software engineers have different takes on location-based salaries:

68%  of engineers say that working from home improves their productivity and reduces their stress levels. Contrary to popular belief, older generations of engineers prefer flexible working arrangements , while younger professionals don’t mind working in an office setting.

Pay transparency is especially critical for engineers who work remotely. According to Terminal’s report, 89% of remote software engineers think that tech companies should offer equity compensation.

Moving to Silicon Valley for a software engineering job isn’t as desirable as it used to be. The highest software engineer salary increase, 9%, happened in 2021 in Austin, Texas. The balance is shifting because tech talent is gradually relocating to smaller, less trendy areas with a lower cost of living.

Software Engineering Outsourcing Stats

The global IT outsourcing market was valued at $526.6 billion  in 2021. Some analysts expect it to reach $806.63 billion  by 2025, while others make more modest forecasts, valuing it at $682.3 billion by 2027.

The IT outsourcing market can be broken down into three categories:

• Onshore: The outsourced specialists are based in the same country.
• Nearshore:  The IT operations are outsourced to a neighboring country.
• Offshore: The outsourcing destinations are located overseas.

Businesses tend to outsource their software development and engineering projects for multiple reasons:

• Hiring coders from regions with a high cost of living, such as California, is too expensive by default.
• Building and guiding a developer team requires a lot of managerial effort.
• Spikes in demand create global tech talent shortages, which are hard to overcome if you’re only hiring locally.
• Aggressive competition for tech talent causes top performers to increase their rates and be more selective.
• Remote IT service providers  offer an unbeatable economy of scale by connecting organizations with reliable professionals overseas.

When looking at software engineering statistics, IT sourcing is cheaper in 31% of cases:

Outsourcing accounted for 13.6% of the total IT budget, on average, in 2021. About 60% of companies now outsource at least some of their application development processes.

India dominates the global IT outsourcing market. However, King White, CEO of Site Selection Group, a global location advisor, is convinced that China will soon outpace India to become one of the most lucrative outsourcing markets in the world.

Among other lucrative markets for IT outsourcing are Israel, Pakistan, Armenia, Malaysia, Vietnam, and Eastern Europe.

Key Takeaways

Here’s what we’ve learned from these software engineering statistics:

• The market is more competitive than ever, but there is a shortage of highly skilled and specialized professionals.
• Companies need software engineers now, so they cut corners by hiring top talent instead of developing engineering leaders in-house — which is cheaper but takes years.
• Companies turn to outsourcing because domestic IT resources are costly and scarce.
• Tech professionals move away from the grind mentality and choose companies that support employees’ mental health and offer flexible working conditions.
• Universities’ slow pace of change results in fewer work-ready graduates.
• New trends and technologies, such as the IoT, create thrilling, diverse career paths for engineers and developers.
• Many software engineers and developers rely on online resources and coding bootcamps more than traditional education.
• Industry trends are changing every year, and employers and tech professionals have to stay flexible to win the race.

Now you can see why it’s tricky to find a software engineering job or internship — it’s the top talent that HR is after. Enterprises don’t always have the time or patience to nurture their own professionals, which perpetuates the current imbalance in labor supply and demand.

Thankfully, the situation is bound to change. The new generation of developers is entering the job market, and the variety of coding schools and bootcamps makes software engineering education more available to more people.

Check out our current openings  if you’re looking for an exciting and challenging remote job as an engineer or developer. Kinsta offers a flexible work environment and a positive culture. We help you stay connected with your team members while also making sure that everyone has enough time to rest and recharge. If you’re willing to learn and grow with us, apply now!

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Nidec Drives is pleased to announce the appointment of Miles Ackerman as Interim President.

Miles, who has been with the company for 25 years, previously served as Chief Financial Officer of Nidec Drives. His extensive experience, both in the UK and internationally, uniquely positions him to guide Nidec Drives into its next phase of growth and development.

The unification under the Nidec brand strengthens our position in the market, and under Miles’ leadership, Nidec Drives is committed to fostering innovation, supporting employee development, and enhancing our sustainability efforts.

“After 25 years of growth and success with this incredible company, I am excited to embark on this next chapter. Together, we will continue to prioritise our customers and drive forward with purpose and passion,” said Miles.

Miles’ promotion marks a significant milestone for Nidec Drives. With a deep understanding of the company’s operations and his dedication to our core values, Miles will lead the company in achieving its strategic goals and continuing its legacy of excellence.

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