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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

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Problem-Solving in Business: CASE STUDIES

• ABOUT THIS LIBGUIDE
• PROBLEM-SOLVING DEFINED AND WHY IT IS IMPORTANT
• SKILLS AND QUALIFICATIONS NEEDED IN PROBLEM-SOLVING
• PROBLEM-SOLVING STEPS
• CASE STUDIES
• MORE HELPFUL RESOURCES

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• Last Updated: Mar 23, 2024 4:47 PM
• URL: https://libguides.nypl.org/problem_solving_in_business

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Methodology

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

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

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

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

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

Table of contents

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Research bias

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

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How to Approach a Case Study - A Structured 4-Step Approach

• Last Updated February, 2023

The Internet is filled with frameworks on how to approach a case study. But which one will help you ace your case and land an offer at a top consulting firm?

At My Consulting Offer, former Bain, BCG, and McKinsey consultants have developed a proven 4-step approach that will help you tackle any type of case study. We’v helped over 600 recruits land the consulting jobs of their dream.

Want to know the secret? Keep reading!

In this article, we’ll walk you through our 4-step approach and talk about what the interviewer expects at each step, including:

• How to approach a case study.
• Clarifying the client’s objectives.
• Framing a logical structure.
• Making sense of the provided information.
• Giving a strong recommendation.

Let’s get started!

Approaching a Case Study

Analyzing the right case information, case interview opening: getting to know the key objective, concluding your case with a strong recommendation, framing a customized problem-solving structure.

A case interview always starts with a prompt. A prompt is the initial information about the case provided by the interviewer. It gives you a brief background of the client’s problem and the key objective.

Here’s an example:

“Your client today is an NYC-based violinist. She’s been saving up for her wedding, but she broke her leg and can’t leave her apartment. She’s got to find a new plan for coming up with her wedding savings now and needs help.”

In the above example, we get to know the background and the objective.

Background: Our client Maria is an NYC-based violinist and has been saving for her wedding.

Objective: Find ways for the client to increase her savings for her wedding without leaving her apartment. 

After the prompt is given, you’re expected to drive the case forward. Our 4-step approach will help you do just that.

• Opening – Understand and reconfirm the objective and ask clarifying questions.
• Structure – Develop a problem-solving structure to answer the key questions.
• Analysis – Dive deeper into analyzing relevant issues and use data provided by your interviewer to make conclusions.
• Recommendation – Give a strong actionable recommendation by tying together the insights.

Let’s dive into each step of the 4-step guide so you can solve cases like a pro!

The first step to solving any problem is to know the key objective a.k.a. the “north star” which will help you guide the case in the right direction.

This seemingly simple, but it’s where many interviewees fail. They think the prompt has given them all the relevant information, so they rush to start solving the problem.

But, as you saw in the prompt, the objective is touched upon but isn’t clear or measurable . You got to know that the client is looking for ways to increase her wedding savings while staying in her apartment with a broken leg.

We still don’t know what the target is and how much of it is already saved. Additionally, as there were no clarifying questions asked, no other details were shared by the interviewer.

Nail the case & fit interview with strategies from former MBB Interviewers that have helped 89.6% of our clients pass the case interview.

What should the Case Opening Look Like?

It’s important to ask questions like:

• What does success look like for the client? Does she have a target in mind for her wedding?
• How was she making money before she broke her leg?
• What are her income streams?
• Is she willing to cut her expenses to increase savings or is she looking only for ways to increase her income?

These questions help us understand the following:

Tangible or Measurable Objective – What is the target in the client’s mind?

Additional Information – prior income sources, income source while stuck in her apartment, her focus on increasing income rather than reducing costs.

What does the interviewer expect from you in the case opening?

• Restate the prompt in your own words
• Confirm the key objective 
• Ask a few key clarifying questions (3-5) to know more about the overarching context of the case – making sure you understand the client’s product, business model, or geographic focus 

Now let’s learn how to create a comprehensive and customized problem-solving structure.

The internet is filled with problem-solving approaches and frameworks, like:

• The BCG 2 x 2 Matrix
• The Profitability Formula
• McKinsey’s 7S Framework
• Porter’s 5 Forces

These frameworks help break business problems into smaller parts that can be analyzed to figure out a solution. But as these frameworks are generic, it might feel like they are being force-fitted to the problem in your case. No standard framework will ever fit all situations. 

Creating a case-specific problem-solving structure isn’t difficult and with the right approach, you can create it with ease.

How to Create a Customized Structure

Start with the key objective, increasing Maria’s savings for her wedding. How can we break this problem down into sub-parts? If you were using a generic framework, you might use the 3C + P framework and break the problem into:

• Competitors

You could then think of questions in each bucket that would help Maria understand potential opportunities to expand her income. 

But, with this approach, you wouldn’t be likely to stand out! Lots of candidates will approach this case with the same 4 buckets. This is why a customized approach is important.

While creating your structure, there are a few things that you should do to ensure that your structure touches on all relevant points and helps you to drive the case forward. Your structure should be:

• Logical – Each bucket in the structure should logically align with the key objective.
• Personalized – As you are creating the buckets, personalize them to the case at hand.
• MECE – MECE stands for “ Mutually exclusive, Collectively exhaustive .” This helps you ensure that there are no overlapping buckets and you cover all the key aspects of the problem.
• Depth – As you dig deeper into each bucket, ask yourself if you have covered all possible questions in the bucket. Create sub-buckets of the main buckets wherever necessary.

You can read more about structuring your analysis of business problems in our article on issue trees .

What does a Good vs. Great Structure Look Like?

Comparing the two structures above, we can see that Candidate B has created a better structure than Candidate A. Although Candidate A covered all important aspects, Candidate B has personalized their structure to Maria’s problem.

Communicating the structure in an easy-to-understand manner is as important as creating a robust structure. When communicating the structure:

• Ensure that the interviewer can follow your structure.
• Communicate one level at a time.
• Use a numbered list to walk through the structure.

After walking the interviewer through the structure, you should choose the bucket that should be explored first to answer the key question. You could say something like –

“Now that we have walked through the opportunities for increasing her revenue, I’d like to dive into the skills Maria has that she could leverage.”

The interviewer could either agree or disagree with the first bucket that you want to dig deeper into. Some companies, like McKinsey, use interviewer-led case interviews and will lead you through the case following a specified path. Others, like Bain and BCG, will let you lead the case and just nudge you if you seem to be veering off-path. In either case, you’ll need to start by brainstorming and providing ideas on the first bucket or you’ll need to analyze data and derive conclusions.

There are 3 main types of analysis you may need to do to answer the key question:

Brainstorming

Market sizing, exhibit reading.

Let’s see how each of these would help us drive the case forward and derive conclusions.

In a brainstorming exercise, a strong candidate will generate 8-10 ideas bucketed into categories. In the current case example, you could be asked for ideas on how Maria could make more money.

One set of categories you could use to generate ideas follows what we call the “X-not X” approach. Essentially, you start with a bucket like “playing music” and generate ideas in that bucket. Then switch to “not playing” and generate ideas for this bucket. This will help you in generating at least 2x ideas you otherwise would and will look more impressive to your interviewer because it is MECE and structured.

Let’s see how brainstorming plays out in our case example.

“Maria likes your approach and wants to start right away. Because she is currently not making any money, she would like some ideas. What are some ideas you have on how she could make money? She only wants to focus on leveraging her violin talents.”

The above example shows how you could use the “X-not X” approach to generate a lot of ideas – and how you could even further structure the ideas into “online” and “offline” categories to make it an exceptional brainstorming example.

You may also be expected to calculate the size of a market for your client’s product or service – after all, one of the most important things to know before pursuing an opportunity is the size of that opportunity. In the current example, you could be asked to calculate the income that Maria could earn by offering online violin classes.

There are 2 approaches to market sizing:

• Top-down: This is used when there are no constraints. In this approach, you start with the overall population that may be interested in the product or service and slice it down based on the segments of the market most likely to purchase. The top-down approach is best for national and global markets.
• Bottom-up: This approach is used when there are some constraints, like supply constraints, a limited number of hours, etc. In this approach, you start with the limiting factor and try to estimate the maximum that can be achieved based on the constraints.

Let’s see how we can use market sizing to help our client.

“Maria likes the ideas you came up with. She thought about being a violin teacher at one point since she had a great one when she started as a kid and is curious, how much could she make if she were to teach one-on-one Zoom classes for the next month? She wants to start small before she goes to group classes and, in the beginning, it will be just her teaching.”

Here’s an example of how you could work through this question:

The above shows how you could estimate the income which our client can expect to make in the first month. 

Follow up your analysis by giving your answer the “sniff test.” Does it seem right at a high level? Here we see that $4,000 is the estimated first month’s income, but as this would be the first time Maria will be taking online classes, she won’t be working at full capacity from the start. Her earnings will probably be lower than $4,000.

But, in the long run, it’s a good idea to start offering lessons because at full capacity, Maria will be able to earn $8,000 per month.

In case interviews, you’ll be expected to derive conclusions based on tables or charts provided by your interviewer. In the current example, you could be asked to help the client prioritize which type of client should she target for her violin classes.

Let’s see what data is available and how we can conclude which segment to go after.

“Maria is happy to know that you think providing 1:1 violin lessons over Zoom is a viable idea. 

She knows that a lot of people are interested in violin lessons, but to make sure she can tailor her marketing and lessons, she is interested in only going after one or two segments.

Which one should she go after?”

The first step to deriving insights from an exhibit is to read it thoroughly and ideally interpret it aloud as you go for your interviewer. This chart has data about willingness to pay and competitiveness across various segments. It gives an idea about the level of competition from other violin instructors. The market size of each segment is portrayed using the size of the circle. At first glance, it might seem that the client should go ahead with the segment which has the lowest competition and highest willingness to pay, which is the “Adult-Advanced” segment. But, that segment has a really small market size and Maria would need extensive teaching experience to cater to advanced students.

This is the first time Maria is getting into this market, but she also wants to have a high earning potential. The optimum segment would be one with a good market size and a reasonable trade-off between willingness to pay and competitiveness. 

Based on this, Maria should go with the “college-intermediate” and “adult-intermediate” segments. She would be able to cater to both these segments with ease. Additionally, the combined market size is considerable and the relative trade-off of competitiveness and willingness to pay is suitable as well.

What does the interviewer expect when you are doing analysis and deriving insights?

• Pause to think about the structure for marking sizing or ideas for brainstorming. If you’re asked to read an exhibit, take a moment to understand it and lay out what it says to your interviewer before interpreting the data it provides.
• Offer insights into your client’s problem as the data presents them and draw conclusions.
• Drive the case forward based on the insights. What does this data mean for solving your client’s problem?

Maria came to you with a problem in hand and won’t be thrilled to just get the insights in bits or pieces. Pull your problem-solving together for her with a persuasive recommendation.

Think of the case interview as baking an amazing cake. While the structure and derived insights form the main ingredients for baking the cake, the recommendation is like the cherry on top. It helps in creating a lasting positive impression.

Similar to the opening of the case, the recommendation can seem relatively straightforward, but it is definitely nuanced. MCO’s 5R framework could help you deliver great recommendations for every case.

How should you present your recommendations?

MCO’s 5R Framework:

• Recap: As consultants, you deal with CXO (e.g., CEO, CFO) level clients who are busy with many projects, so recapping the problem you’re solving is essential to set the tone of the meeting.
• Recommendation: State your recommendations clearly without any additional detail to showcase clarity.
• Reasons: Follow this with logical reasons for your recommendations to provide context and show the credibility of the recommendations.
• Risks: Every decision has risks associated with it. Just lay them out so the client knows what to watch out for during implementation.
• Retain: End the recommendations with key next steps to pursue the opportunity, ensuring continuous engagement with the client.

Let’s see how to give a strong recommendation for our case example.

“Your client calls you and wants to know what you recommend.”

What does the interviewer expect when closing the case?

• Keep the recommendation clear and succinct keeping the audience in mind.
• Explain everything with a reason and point out risks associated with the recommendation.
• Be presentable and communicate the recommendations with confidence.
• Ensure that the next steps are clearly laid out.

A final note: Not all cases have a “Right” and “Wrong” answer. In some, the math is very cut and dry but in others, there is a mix of evidence and it is a judgment call on what to recommend. Remember that a well-defended recommendation is more important than the “exact right answer.”

– – – – –

In this article, we’ve provided frameworks and tips to ace the different sections of a case interview. You are now equipped with the knowledge to:

• Approach a case study.
• Clarify client objectives.
• Frame a structure for effective problem-solving.
• Analyze the right information.
• Give a recommendation.

Apply these tips by practicing sample cases with case partners as much as possible so you’ll be ready to ace your next consulting case interview.

Happy casing!

Still have questions?

If you have more questions about how to approach a case interview, leave them in the comments below. One of My Consulting Offer’s case coaches will answer them.

Other people preparing for consulting case interviews the following pages helpful:

• Our Ultimate Guide to Case Interview Prep
• Case Interview Frameworks
• Issue Trees
• MECE Case Structures
• Case Interview Examples
• Case Interview Formulas

Help with Case Study Interview Prep

Thanks for turning to My Consulting Offer for advice on case study interview prep. My Consulting Offer has helped almost 89.6% of the people we’ve worked with get a job in management consulting. We want you to be successful in your consulting interviews too. For example, here is how Sharmeen was able to get her offer at BCG.

We want you to be successful in your consulting interviews too.

If you want to learn more about how to ace your case interviews, schedule a free call with a member of our team. We’ll show you how you get an offer without spending hundreds of hours preparing.

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Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

Table of Contents

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

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

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

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

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

Multiple-Case Study

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

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

Exploratory Case Study

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

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

Descriptive Case Study

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

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

Instrumental Case Study

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

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

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

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

Observations

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

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

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

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

How to conduct Case Study Research

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

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

Examples of Case Study

Here are some examples of case study research:

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

Application of Case Study

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

Business and Management

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

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

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

Social Sciences

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

Law and Ethics

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

Purpose of Case Study

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

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

Case studies can also serve other purposes, including:

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

Advantages of Case Study Research

There are several advantages of case study research, including:

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

Limitations of Case Study Research

There are several limitations of case study research, including:

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

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Culture Development

Workplace problem-solving examples: real scenarios, practical solutions.

• March 11, 2024

In today’s fast-paced and ever-changing work environment, problems are inevitable. From conflicts among employees to high levels of stress, workplace problems can significantly impact productivity and overall well-being. However, by developing the art of problem-solving and implementing practical solutions, organizations can effectively tackle these challenges and foster a positive work culture. In this article, we will delve into various workplace problem scenarios and explore strategies for resolution. By understanding common workplace problems and acquiring essential problem-solving skills, individuals and organizations can navigate these challenges with confidence and success.

Understanding Workplace Problems

Before we can effectively solve workplace problems , it is essential to gain a clear understanding of the issues at hand. Identifying common workplace problems is the first step toward finding practical solutions. By recognizing these challenges, organizations can develop targeted strategies and initiatives to address them.

Identifying Common Workplace Problems

One of the most common workplace problems is conflict. Whether it stems from differences in opinions, miscommunication, or personality clashes, conflict can disrupt collaboration and hinder productivity. It is important to note that conflict is a natural part of any workplace, as individuals with different backgrounds and perspectives come together to work towards a common goal. However, when conflict is not managed effectively, it can escalate and create a toxic work environment.

In addition to conflict, workplace stress and burnout pose significant challenges. High workloads, tight deadlines, and a lack of work-life balance can all contribute to employee stress and dissatisfaction. When employees are overwhelmed and exhausted, their performance and overall well-being are compromised. This not only affects the individuals directly, but it also has a ripple effect on the entire organization.

Another common workplace problem is poor communication. Ineffective communication can lead to misunderstandings, delays, and errors. It can also create a sense of confusion and frustration among employees. Clear and open communication is vital for successful collaboration and the smooth functioning of any organization.

The Impact of Workplace Problems on Productivity

Workplace problems can have a detrimental effect on productivity levels. When conflicts are left unresolved, they can create a tense work environment, leading to decreased employee motivation and engagement. The negative energy generated by unresolved conflicts can spread throughout the organization, affecting team dynamics and overall performance.

Similarly, high levels of stress and burnout can result in decreased productivity, as individuals may struggle to focus and perform optimally. When employees are constantly under pressure and overwhelmed, their ability to think creatively and problem-solve diminishes. This can lead to a decline in the quality of work produced and an increase in errors and inefficiencies.

Poor communication also hampers productivity. When information is not effectively shared or understood, it can lead to misunderstandings, delays, and rework. This not only wastes time and resources but also creates frustration and demotivation among employees.

Furthermore, workplace problems can negatively impact employee morale and job satisfaction. When individuals are constantly dealing with conflicts, stress, and poor communication, their overall job satisfaction and engagement suffer. This can result in higher turnover rates, as employees seek a healthier and more supportive work environment.

In conclusion, workplace problems such as conflict, stress, burnout, and poor communication can significantly hinder productivity and employee well-being. Organizations must address these issues promptly and proactively to create a positive and productive work atmosphere. By fostering open communication, providing support for stress management, and promoting conflict resolution strategies, organizations can create a work environment that encourages collaboration, innovation, and employee satisfaction.

The Art of Problem Solving in the Workplace

Now that we have a clear understanding of workplace problems, let’s explore the essential skills necessary for effective problem-solving in the workplace. By developing these skills and adopting a proactive approach, individuals can tackle problems head-on and find practical solutions.

Problem-solving in the workplace is a complex and multifaceted skill that requires a combination of analytical thinking, creativity, and effective communication. It goes beyond simply identifying problems and extends to finding innovative solutions that address the root causes.

Essential Problem-Solving Skills for the Workplace

To effectively solve workplace problems, individuals should possess a range of skills. These include strong analytical and critical thinking abilities, excellent communication and interpersonal skills, the ability to collaborate and work well in a team, and the capacity to adapt to change. By honing these skills, individuals can approach workplace problems with confidence and creativity.

Analytical and critical thinking skills are essential for problem-solving in the workplace. They involve the ability to gather and analyze relevant information, identify patterns and trends, and make logical connections. These skills enable individuals to break down complex problems into manageable components and develop effective strategies to solve them.

Effective communication and interpersonal skills are also crucial for problem-solving in the workplace. These skills enable individuals to clearly articulate their thoughts and ideas, actively listen to others, and collaborate effectively with colleagues. By fostering open and honest communication channels, individuals can better understand the root causes of problems and work towards finding practical solutions.

Collaboration and teamwork are essential for problem-solving in the workplace. By working together, individuals can leverage their diverse skills, knowledge, and perspectives to generate innovative solutions. Collaboration fosters a supportive and inclusive environment where everyone’s ideas are valued, leading to more effective problem-solving outcomes.

The ability to adapt to change is another important skill for problem-solving in the workplace. In today’s fast-paced and dynamic work environment, problems often arise due to changes in technology, processes, or market conditions. Individuals who can embrace change and adapt quickly are better equipped to find solutions that address the evolving needs of the organization.

The Role of Communication in Problem Solving

Communication is a key component of effective problem-solving in the workplace. By fostering open and honest communication channels, individuals can better understand the root causes of problems and work towards finding practical solutions. Active listening, clear and concise articulation of thoughts and ideas, and the ability to empathize are all valuable communication skills that facilitate problem-solving.

Active listening involves fully engaging with the speaker, paying attention to both verbal and non-verbal cues, and seeking clarification when necessary. By actively listening, individuals can gain a deeper understanding of the problem at hand and the perspectives of others involved. This understanding is crucial for developing comprehensive and effective solutions.

Clear and concise articulation of thoughts and ideas is essential for effective problem-solving communication. By expressing oneself clearly, individuals can ensure that their ideas are understood by others. This clarity helps to avoid misunderstandings and promotes effective collaboration.

Empathy is a valuable communication skill that plays a significant role in problem-solving. By putting oneself in the shoes of others and understanding their emotions and perspectives, individuals can build trust and rapport. This empathetic connection fosters a supportive and collaborative environment where everyone feels valued and motivated to contribute to finding solutions.

In conclusion, problem-solving in the workplace requires a combination of essential skills such as analytical thinking, effective communication, collaboration, and adaptability. By honing these skills and fostering open communication channels, individuals can approach workplace problems with confidence and creativity, leading to practical and innovative solutions.

Real Scenarios of Workplace Problems

Now, let’s explore some real scenarios of workplace problems and delve into strategies for resolution. By examining these practical examples, individuals can develop a deeper understanding of how to approach and solve workplace problems.

Conflict Resolution in the Workplace

Imagine a scenario where two team members have conflicting ideas on how to approach a project. The disagreement becomes heated, leading to a tense work environment. To resolve this conflict, it is crucial to encourage open dialogue between the team members. Facilitating a calm and respectful conversation can help uncover underlying concerns and find common ground. Collaboration and compromise are key in reaching a resolution that satisfies all parties involved.

In this particular scenario, let’s dive deeper into the dynamics between the team members. One team member, let’s call her Sarah, strongly believes that a more conservative and traditional approach is necessary for the project’s success. On the other hand, her colleague, John, advocates for a more innovative and out-of-the-box strategy. The clash between their perspectives arises from their different backgrounds and experiences.

As the conflict escalates, it is essential for a neutral party, such as a team leader or a mediator, to step in and facilitate the conversation. This person should create a safe space for both Sarah and John to express their ideas and concerns without fear of judgment or retribution. By actively listening to each other, they can gain a better understanding of the underlying motivations behind their respective approaches.

During the conversation, it may become apparent that Sarah’s conservative approach stems from a fear of taking risks and a desire for stability. On the other hand, John’s innovative mindset is driven by a passion for pushing boundaries and finding creative solutions. Recognizing these underlying motivations can help foster empathy and create a foundation for collaboration.

As the dialogue progresses, Sarah and John can begin to identify areas of overlap and potential compromise. They may realize that while Sarah’s conservative approach provides stability, John’s innovative ideas can inject fresh perspectives into the project. By combining their strengths and finding a middle ground, they can develop a hybrid strategy that incorporates both stability and innovation.

Ultimately, conflict resolution in the workplace requires effective communication, active listening, empathy, and a willingness to find common ground. By addressing conflicts head-on and fostering a collaborative environment, teams can overcome challenges and achieve their goals.

Dealing with Workplace Stress and Burnout

Workplace stress and burnout can be debilitating for individuals and organizations alike. In this scenario, an employee is consistently overwhelmed by their workload and experiencing signs of burnout. To address this issue, organizations should promote a healthy work-life balance and provide resources to manage stress effectively. Encouraging employees to take breaks, providing access to mental health support, and fostering a supportive work culture are all practical solutions to alleviate workplace stress.

In this particular scenario, let’s imagine that the employee facing stress and burnout is named Alex. Alex has been working long hours, often sacrificing personal time and rest to meet tight deadlines and demanding expectations. As a result, Alex is experiencing physical and mental exhaustion, reduced productivity, and a sense of detachment from work.

Recognizing the signs of burnout, Alex’s organization takes proactive measures to address the issue. They understand that employee well-being is crucial for maintaining a healthy and productive workforce. To promote a healthy work-life balance, the organization encourages employees to take regular breaks and prioritize self-care. They emphasize the importance of disconnecting from work during non-working hours and encourage employees to engage in activities that promote relaxation and rejuvenation.

Additionally, the organization provides access to mental health support services, such as counseling or therapy sessions. They recognize that stress and burnout can have a significant impact on an individual’s mental well-being and offer resources to help employees manage their stress effectively. By destigmatizing mental health and providing confidential support, the organization creates an environment where employees feel comfortable seeking help when needed.

Furthermore, the organization fosters a supportive work culture by promoting open communication and empathy. They encourage managers and colleagues to check in with each other regularly, offering support and understanding. Team members are encouraged to collaborate and share the workload, ensuring that no one person is overwhelmed with excessive responsibilities.

By implementing these strategies, Alex’s organization aims to alleviate workplace stress and prevent burnout. They understand that a healthy and balanced workforce is more likely to be engaged, productive, and satisfied. Through a combination of promoting work-life balance, providing mental health support, and fostering a supportive work culture, organizations can effectively address workplace stress and create an environment conducive to employee well-being.

Practical Solutions to Workplace Problems

Now that we have explored real scenarios, let’s discuss practical solutions that organizations can implement to address workplace problems. By adopting proactive strategies and establishing effective policies, organizations can create a positive work environment conducive to problem-solving and productivity.

Implementing Effective Policies for Problem Resolution

Organizations should have clear and well-defined policies in place to address workplace problems. These policies should outline procedures for conflict resolution, channels for reporting problems, and accountability measures. By ensuring that employees are aware of these policies and have easy access to them, organizations can facilitate problem-solving and prevent issues from escalating.

Promoting a Positive Workplace Culture

A positive workplace culture is vital for problem-solving. By fostering an environment of respect, collaboration, and open communication, organizations can create a space where individuals feel empowered to address and solve problems. Encouraging teamwork, recognizing and appreciating employees’ contributions, and promoting a healthy work-life balance are all ways to cultivate a positive workplace culture.

The Role of Leadership in Problem Solving

Leadership plays a crucial role in facilitating effective problem-solving within organizations. Different leadership styles can impact how problems are approached and resolved.

Leadership Styles and Their Impact on Problem-Solving

Leaders who adopt an autocratic leadership style may make decisions independently, potentially leaving their team members feeling excluded and undervalued. On the other hand, leaders who adopt a democratic leadership style involve their team members in the problem-solving process, fostering a sense of ownership and empowerment. By encouraging employee participation, organizations can leverage the diverse perspectives and expertise of their workforce to find innovative solutions to workplace problems.

Encouraging Employee Participation in Problem Solving

To harness the collective problem-solving abilities of an organization, it is crucial to encourage employee participation. Leaders can create opportunities for employees to contribute their ideas and perspectives through brainstorming sessions, team meetings, and collaborative projects. By valuing employee input and involving them in decision-making processes, organizations can foster a culture of inclusivity and drive innovative problem-solving efforts.

In today’s dynamic work environment, workplace problems are unavoidable. However, by understanding common workplace problems, developing essential problem-solving skills, and implementing practical solutions, individuals and organizations can navigate these challenges effectively. By fostering a positive work culture, implementing effective policies, and encouraging employee participation, organizations can create an environment conducive to problem-solving and productivity. With proactive problem-solving strategies in place, organizations can thrive and overcome obstacles, ensuring long-term success and growth.

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• June 17, 2024

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How to Solve Problems

• Laura Amico

To bring the best ideas forward, teams must build psychological safety.

Teams today aren’t just asked to execute tasks: They’re called upon to solve problems. You’d think that many brains working together would mean better solutions, but the reality is that too often problem-solving teams fall victim to inefficiency, conflict, and cautious conclusions. The two charts below will help your team think about how to collaborate better and come up with the best solutions for the thorniest challenges.

• Laura Amico is a former senior editor at Harvard Business Review.

Partner Center

Introduction to Problem Solving Skills

What is problem solving and why is it important.

The ability to solve problems is a basic life skill and is essential to our day-to-day lives, at home, at school, and at work. We solve problems every day without really thinking about how we solve them. For example: it’s raining and you need to go to the store. What do you do? There are lots of possible solutions. Take your umbrella and walk. If you don't want to get wet, you can drive, or take the bus. You might decide to call a friend for a ride, or you might decide to go to the store another day. There is no right way to solve this problem and different people will solve it differently.

Problem solving is the process of identifying a problem, developing possible solution paths, and taking the appropriate course of action.

Why is problem solving important? Good problem solving skills empower you not only in your personal life but are critical in your professional life. In the current fast-changing global economy, employers often identify everyday problem solving as crucial to the success of their organizations. For employees, problem solving can be used to develop practical and creative solutions, and to show independence and initiative to employers.

Throughout this case study you will be asked to jot down your thoughts in idea logs. These idea logs are used for reflection on concepts and for answering short questions. When you click on the "Next" button, your responses will be saved for that page. If you happen to close the webpage, you will lose your work on the page you were on, but previous pages will be saved. At the end of the case study, click on the "Finish and Export to PDF" button to acknowledge completion of the case study and receive a PDF document of your idea logs.

What Does Problem Solving Look Like?

The ability to solve problems is a skill, and just like any other skill, the more you practice, the better you get. So how exactly do you practice problem solving? Learning about different problem solving strategies and when to use them will give you a good start. Problem solving is a process. Most strategies provide steps that help you identify the problem and choose the best solution. There are two basic types of strategies: algorithmic and heuristic.

Algorithmic strategies are traditional step-by-step guides to solving problems. They are great for solving math problems (in algebra: multiply and divide, then add or subtract) or for helping us remember the correct order of things (a mnemonic such as “Spring Forward, Fall Back” to remember which way the clock changes for daylight saving time, or “Righty Tighty, Lefty Loosey” to remember what direction to turn bolts and screws). Algorithms are best when there is a single path to the correct solution.

But what do you do when there is no single solution for your problem? Heuristic methods are general guides used to identify possible solutions. A popular one that is easy to remember is IDEAL [ Bransford & Stein, 1993 ] :

• I dentify the problem
• D efine the context of the problem
• E xplore possible strategies
• A ct on best solution

IDEAL is just one problem solving strategy. Building a toolbox of problem solving strategies will improve your problem solving skills. With practice, you will be able to recognize and use multiple strategies to solve complex problems.

Watch the video

What is the best way to get a peanut out of a tube that cannot be moved? Watch a chimpanzee solve this problem in the video below [ Geert Stienissen, 2010 ].

[PDF transcript]

Describe the series of steps you think the chimpanzee used to solve this problem.

• [Page 2: What does Problem Solving Look Like?] Describe the series of steps you think the chimpanzee used to solve this problem.

Think of an everyday problem you've encountered recently and describe your steps for solving it.

• [Page 2: What does Problem Solving Look Like?] Think of an everyday problem you've encountered recently and describe your steps for solving it.

Developing Problem Solving Processes

Problem solving is a process that uses steps to solve problems. But what does that really mean? Let's break it down and start building our toolbox of problem solving strategies.

What is the first step of solving any problem? The first step is to recognize that there is a problem and identify the right cause of the problem. This may sound obvious, but similar problems can arise from different events, and the real issue may not always be apparent. To really solve the problem, it's important to find out what started it all. This is called identifying the root cause .

Example: You and your classmates have been working long hours on a project in the school's workshop. The next afternoon, you try to use your student ID card to access the workshop, but discover that your magnetic strip has been demagnetized. Since the card was a couple of years old, you chalk it up to wear and tear and get a new ID card. Later that same week you learn that several of your classmates had the same problem! After a little investigation, you discover that a strong magnet was stored underneath a workbench in the workshop. The magnet was the root cause of the demagnetized student ID cards.

The best way to identify the root cause of the problem is to ask questions and gather information. If you have a vague problem, investigating facts is more productive than guessing a solution. Ask yourself questions about the problem. What do you know about the problem? What do you not know? When was the last time it worked correctly? What has changed since then? Can you diagram the process into separate steps? Where in the process is the problem occurring? Be curious, ask questions, gather facts, and make logical deductions rather than assumptions.

Watch Adam Savage from Mythbusters, describe his problem solving process [ ForaTv, 2010 ]. As you watch this section of the video, try to identify the questions he asks and the different strategies he uses.

Adam Savage shared many of his problem solving processes. List the ones you think are the five most important. Your list may be different from other people in your class—that's ok!

• [Page 3: Developing Problem Solving Processes] Adam Savage shared many of his problem solving processes. List the ones you think are the five most important.

“The ability to ask the right question is more than half the battle of finding the answer.” — Thomas J. Watson , founder of IBM

Voices From the Field: Solving Problems

In manufacturing facilities and machine shops, everyone on the floor is expected to know how to identify problems and find solutions. Today's employers look for the following skills in new employees: to analyze a problem logically, formulate a solution, and effectively communicate with others.

In this video, industry professionals share their own problem solving processes, the problem solving expectations of their employees, and an example of how a problem was solved.

Meet the Partners:

• Taconic High School in Pittsfield, Massachusetts, is a comprehensive, fully accredited high school with special programs in Health Technology, Manufacturing Technology, and Work-Based Learning.
• Berkshire Community College in Pittsfield, Massachusetts, prepares its students with applied manufacturing technical skills, providing hands-on experience at industrial laboratories and manufacturing facilities, and instructing them in current technologies.
• H.C. Starck in Newton, Massachusetts, specializes in processing and manufacturing technology metals, such as tungsten, niobium, and tantalum. In almost 100 years of experience, they hold over 900 patents, and continue to innovate and develop new products.
• Nypro Healthcare in Devens, Massachusetts, specializes in precision injection-molded healthcare products. They are committed to good manufacturing processes including lean manufacturing and process validation.

Making Decisions

Now that you have a couple problem solving strategies in your toolbox, let's practice. In this exercise, you are given a scenario and you will be asked to decide what steps you would take to identify and solve the problem.

Scenario: You are a new employee and have just finished your training. As your first project, you have been assigned the milling of several additional components for a regular customer. Together, you and your trainer, Bill, set up for the first run. Checking your paperwork, you gather the tools and materials on the list. As you are mounting the materials on the table, you notice that you didn't grab everything and hurriedly grab a few more items from one of the bins. Once the material is secured on the CNC table, you load tools into the tool carousel in the order listed on the tool list and set the fixture offsets.

Bill tells you that since this is a rerun of a job several weeks ago, the CAD/CAM model has already been converted to CNC G-code. Bill helps you download the code to the CNC machine. He gives you the go-ahead and leaves to check on another employee. You decide to start your first run.

What problems did you observe in the video?

• [Page 5: Making Decisions] What problems did you observe in the video?
• What do you do next?
• Try to fix it yourself.
• Ask your trainer for help.

As you are cleaning up, you think about what happened and wonder why it happened. You try to create a mental picture of what happened. You are not exactly sure what the end mill hit, but it looked like it might have hit the dowel pin. You wonder if you grabbed the correct dowel pins from the bins earlier.

You can think of two possible next steps. You can recheck the dowel pin length to make sure it is the correct length, or do a dry run using the CNC single step or single block function with the spindle empty to determine what actually happened.

• Check the dowel pins.
• Use the single step/single block function to determine what happened.

You notice that your trainer, Bill, is still on the floor and decide to ask him for help. You describe the problem to him. Bill asks if you know what the end mill ran into. You explain that you are not sure but you think it was the dowel pin. Bill reminds you that it is important to understand what happened so you can fix the correct problem. He suggests that you start all over again and begin with a dry run using the single step/single block function, with the spindle empty, to determine what it hit. Or, since it happened at the end, he mentions that you can also check the G-code to make sure the Z-axis is raised before returning to the home position.

• Run the single step/single block function.
• Edit the G-code to raise the Z-axis.

You finish cleaning up and check the CNC for any damage. Luckily, everything looks good. You check your paperwork and gather the components and materials again. You look at the dowel pins you used earlier, and discover that they are not the right length. As you go to grab the correct dowel pins, you have to search though several bins. For the first time, you are aware of the mess - it looks like the dowel pins and other items have not been put into the correctly labeled bins. You spend 30 minutes straightening up the bins and looking for the correct dowel pins.

Finally finding them, you finish setting up. You load tools into the tool carousel in the order listed on the tool list and set the fixture offsets. Just to make sure, you use the CNC single step/single block function, to do a dry run of the part. Everything looks good! You are ready to create your first part. The first component is done, and, as you admire your success, you notice that the part feels hotter than it should.

You wonder why? You go over the steps of the process to mentally figure out what could be causing the residual heat. You wonder if there is a problem with the CNC's coolant system or if the problem is in the G-code.

• Look at the G-code.

After thinking about the problem, you decide that maybe there's something wrong with the setup. First, you clean up the damaged materials and remove the broken tool. You check the CNC machine carefully for any damage. Luckily, everything looks good. It is time to start over again from the beginning.

You again check your paperwork and gather the tools and materials on the setup sheet. After securing the new materials, you use the CNC single step/single block function with the spindle empty, to do a dry run of the part. You watch carefully to see if you can figure out what happened. It looks to you like the spindle barely misses hitting the dowel pin. You determine that the end mill was broken when it hit the dowel pin while returning to the start position.

After conducting a dry run using the single step/single block function, you determine that the end mill was damaged when it hit the dowel pin on its return to the home position. You discuss your options with Bill. Together, you decide the best thing to do would be to edit the G-code and raise the Z-axis before returning to home. You open the CNC control program and edit the G-code. Just to make sure, you use the CNC single step/single block function, to do another dry run of the part. You are ready to create your first part. It works. You first part is completed. Only four more to go.

As you are cleaning up, you notice that the components are hotter than you expect and the end mill looks more worn than it should be. It dawns on you that while you were milling the component, the coolant didn't turn on. You wonder if it is a software problem in the G-code or hardware problem with the CNC machine.

It's the end of the day and you decide to finish the rest of the components in the morning.

• You decide to look at the G-code in the morning.
• You leave a note on the machine, just in case.

You decide that the best thing to do would be to edit the G-code and raise the Z-axis of the spindle before it returns to home. You open the CNC control program and edit the G-code.

While editing the G-code to raise the Z-axis, you notice that the coolant is turned off at the beginning of the code and at the end of the code. The coolant command error caught your attention because your coworker, Mark, mentioned having a similar issue during lunch. You change the coolant command to turn the mist on.

• You decide to talk with your supervisor.
• You discuss what happened with a coworker over lunch.

As you reflect on the residual heat problem, you think about the machining process and the factors that could have caused the issue. You try to think of anything and everything that could be causing the issue. Are you using the correct tool for the specified material? Are you using the specified material? Is it running at the correct speed? Is there enough coolant? Are there chips getting in the way?

Wait, was the coolant turned on? As you replay what happened in your mind, you wonder why the coolant wasn't turned on. You decide to look at the G-code to find out what is going on.

From the milling machine computer, you open the CNC G-code. You notice that there are no coolant commands. You add them in and on the next run, the coolant mist turns on and the residual heat issues is gone. Now, its on to creating the rest of the parts.

Have you ever used brainstorming to solve a problem? Chances are, you've probably have, even if you didn't realize it.

You notice that your trainer, Bill, is on the floor and decide to ask him for help. You describe the problem with the end mill breaking, and how you discovered that items are not being returned to the correctly labeled bins. You think this caused you to grab the incorrect length dowel pins on your first run. You have sorted the bins and hope that the mess problem is fixed. You then go on to tell Bill about the residual heat issue with the completed part.

Together, you go to the milling machine. Bill shows you how to check the oil and coolant levels. Everything looks good at the machine level. Next, on the CNC computer, you open the CNC G-code. While looking at the code, Bill points out that there are no coolant commands. Bill adds them in and when you rerun the program, it works.

Bill is glad you mentioned the problem to him. You are the third worker to mention G-code issues over the last week. You noticed the coolant problems in your G-code, John noticed a Z-axis issue in his G-code, and Sam had issues with both the Z-axis and the coolant. Chances are, there is a bigger problem and Bill will need to investigate the root cause .

Talking with Bill, you discuss the best way to fix the problem. Bill suggests editing the G-code to raise the Z-axis of the spindle before it returns to its home position. You open the CNC control program and edit the G-code. Following the setup sheet, you re-setup the job and use the CNC single step/single block function, to do another dry run of the part. Everything looks good, so you run the job again and create the first part. It works. Since you need four of each component, you move on to creating the rest of them before cleaning up and leaving for the day.

It's a new day and you have new components to create. As you are setting up, you go in search of some short dowel pins. You discover that the bins are a mess and components have not been put away in the correctly labeled bins. You wonder if this was the cause of yesterday's problem. As you reorganize the bins and straighten up the mess, you decide to mention the mess issue to Bill in your afternoon meeting.

You describe the bin mess and using the incorrect length dowels to Bill. He is glad you mentioned the problem to him. You are not the first person to mention similar issues with tools and parts not being put away correctly. Chances are there is a bigger safety issue here that needs to be addressed in the next staff meeting.

In any workplace, following proper safety and cleanup procedures is always important. This is especially crucial in manufacturing where people are constantly working with heavy, costly and sometimes dangerous equipment. When issues and problems arise, it is important that they are addressed in an efficient and timely manner. Effective communication is an important tool because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost, and save money.

You now know that the end mill was damaged when it hit the dowel pin. It seems to you that the easiest thing to do would be to edit the G-code and raise the Z-axis position of the spindle before it returns to the home position. You open the CNC control program and edit the G-code, raising the Z-axis. Starting over, you follow the setup sheet and re-setup the job. This time, you use the CNC single step/single block function, to do another dry run of the part. Everything looks good, so you run the job again and create the first part.

At the end of the day, you are reviewing your progress with your trainer, Bill. After you describe the day's events, he reminds you to always think about safety and the importance of following work procedures. He decides to bring the issue up in the next morning meeting as a reminder to everyone.

In any workplace, following proper procedures (especially those that involve safety) is always important. This is especially crucial in manufacturing where people are constantly working with heavy, costly, and sometimes dangerous equipment. When issues and problems arise, it is important that they are addressed in an efficient and timely manner. Effective communication is an important tool because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost, and save money. One tool to improve communication is the morning meeting or huddle.

The next morning, you check the G-code to determine what is wrong with the coolant. You notice that the coolant is turned off at the beginning of the code and also at the end of the code. This is strange. You change the G-code to turn the coolant on at the beginning of the run and off at the end. This works and you create the rest of the parts.

Throughout the day, you keep wondering what caused the G-code error. At lunch, you mention the G-code error to your coworker, John. John is not surprised. He said that he encountered a similar problem earlier this week. You decide to talk with your supervisor the next time you see him.

You are in luck. You see your supervisor by the door getting ready to leave. You hurry over to talk with him. You start off by telling him about how you asked Bill for help. Then you tell him there was a problem and the end mill was damaged. You describe the coolant problem in the G-code. Oh, and by the way, John has seen a similar problem before.

Your supervisor doesn't seem overly concerned, errors happen. He tells you "Good job, I am glad you were able to fix the issue." You are not sure whether your supervisor understood your explanation of what happened or that it had happened before.

The challenge of communicating in the workplace is learning how to share your ideas and concerns. If you need to tell your supervisor that something is not going well, it is important to remember that timing, preparation, and attitude are extremely important.

It is the end of your shift, but you want to let the next shift know that the coolant didn't turn on. You do not see your trainer or supervisor around. You decide to leave a note for the next shift so they are aware of the possible coolant problem. You write a sticky note and leave it on the monitor of the CNC control system.

How effective do you think this solution was? Did it address the problem?

In this scenario, you discovered several problems with the G-code that need to be addressed. When issues and problems arise, it is important that they are addressed in an efficient and timely manner. Effective communication is an important tool because it can prevent problems from recurring and avoid injury to personnel. The challenge of communicating in the workplace is learning how and when to share your ideas and concerns. If you need to tell your co-workers or supervisor that there is a problem, it is important to remember that timing and the method of communication are extremely important.

You are able to fix the coolant problem in the G-code. While you are glad that the problem is fixed, you are worried about why it happened in the first place. It is important to remember that if a problem keeps reappearing, you may not be fixing the right problem. You may only be addressing the symptoms.

You decide to talk to your trainer. Bill is glad you mentioned the problem to him. You are the third worker to mention G-code issues over the last week. You noticed the coolant problems in your G-code, John noticed a Z-axis issue in his G-code, and Sam had issues with both the Z-axis and the coolant. Chances are, there is a bigger problem and Bill will need to investigate the root cause .

Over lunch, you ask your coworkers about the G-code problem and what may be causing the error. Several people mention having similar problems but do not know the cause.

You have now talked to three coworkers who have all experienced similar coolant G-code problems. You make a list of who had the problem, when they had the problem, and what each person told you.

When you see your supervisor later that afternoon, you are ready to talk with him. You describe the problem you had with your component and the damaged bit. You then go on to tell him about talking with Bill and discovering the G-code issue. You show him your notes on your coworkers' coolant issues, and explain that you think there might be a bigger problem.

You supervisor thanks you for your initiative in identifying this problem. It sounds like there is a bigger problem and he will need to investigate the root cause. He decides to call a team huddle to discuss the issue, gather more information, and talk with the team about the importance of communication.

Root Cause Analysis

Root cause analysis ( RCA ) is a method of problem solving that identifies the underlying causes of an issue. Root cause analysis helps people answer the question of why the problem occurred in the first place. RCA uses clear cut steps in its associated tools, like the "5 Whys Analysis" and the "Cause and Effect Diagram," to identify the origin of the problem, so that you can:

• Determine what happened.
• Determine why it happened.
• Fix the problem so it won’t happen again.

RCA works under the idea that systems and events are connected. An action in one area triggers an action in another, and another, and so on. By tracing back these actions, you can discover where the problem started and how it developed into the problem you're now facing. Root cause analysis can prevent problems from recurring, reduce injury to personnel, reduce rework and scrap, and ultimately, reduce cost and save money. There are many different RCA techniques available to determine the root cause of a problem. These are just a few:

• Root Cause Analysis Tools
• 5 Whys Analysis
• Fishbone or Cause and Effect Diagram
• Pareto Analysis

How Huddles Work

Communication is a vital part of any setting where people work together. Effective communication helps employees and managers form efficient teams. It builds trusts between employees and management, and reduces unnecessary competition because each employee knows how their part fits in the larger goal.

One tool that management can use to promote communication in the workplace is the huddle . Just like football players on the field, a huddle is a short meeting where everyone is standing in a circle. A daily team huddle ensures that team members are aware of changes to the schedule, reiterated problems and safety issues, and how their work impacts one another. When done right, huddles create collaboration, communication, and accountability to results. Impromptu huddles can be used to gather information on a specific issue and get each team member's input.

The most important thing to remember about huddles is that they are short, lasting no more than 10 minutes, and their purpose is to communicate and identify. In essence, a huddle’s purpose is to identify priorities, communicate essential information, and discover roadblocks to productivity.

Who uses huddles? Many industries and companies use daily huddles. At first thought, most people probably think of hospitals and their daily patient update meetings, but lots of managers use daily meetings to engage their employees. Here are a few examples:

• Brian Scudamore, CEO of 1-800-Got-Junk? , uses the daily huddle as an operational tool to take the pulse of his employees and as a motivational tool. Watch a morning huddle meeting .
• Fusion OEM, an outsourced manufacturing and production company. What do employees take away from the daily huddle meeting .
• Biz-Group, a performance consulting group. Tips for a successful huddle .

Brainstorming

One tool that can be useful in problem solving is brainstorming . Brainstorming is a creativity technique designed to generate a large number of ideas for the solution to a problem. The method was first popularized in 1953 by Alex Faickney Osborn in the book Applied Imagination . The goal is to come up with as many ideas as you can in a fixed amount of time. Although brainstorming is best done in a group, it can be done individually. Like most problem solving techniques, brainstorming is a process.

• Define a clear objective.
• Have an agreed a time limit.
• During the brainstorming session, write down everything that comes to mind, even if the idea sounds crazy.
• If one idea leads to another, write down that idea too.
• Combine and refine ideas into categories of solutions.
• Assess and analyze each idea as a potential solution.

When used during problem solving, brainstorming can offer companies new ways of encouraging staff to think creatively and improve production. Brainstorming relies on team members' diverse experiences, adding to the richness of ideas explored. This means that you often find better solutions to the problems. Team members often welcome the opportunity to contribute ideas and can provide buy-in for the solution chosen—after all, they are more likely to be committed to an approach if they were involved in its development. What's more, because brainstorming is fun, it helps team members bond.

• Watch Peggy Morgan Collins, a marketing executive at Power Curve Communications discuss How to Stimulate Effective Brainstorming .
• Watch Kim Obbink, CEO of Filter Digital, a digital content company, and her team share their top five rules for How to Effectively Generate Ideas .

Importance of Good Communication and Problem Description

Communication is one of the most frequent activities we engage in on a day-to-day basis. At some point, we have all felt that we did not effectively communicate an idea as we would have liked. The key to effective communication is preparation. Rather than attempting to haphazardly improvise something, take a few minutes and think about what you want say and how you will say it. If necessary, write yourself a note with the key points or ideas in the order you want to discuss them. The notes can act as a reminder or guide when you talk to your supervisor.

Tips for clear communication of an issue:

• Provide a clear summary of your problem. Start at the beginning, give relevant facts, timelines, and examples.
• Avoid including your opinion or personal attacks in your explanation.
• Avoid using words like "always" or "never," which can give the impression that you are exaggerating the problem.
• If this is an ongoing problem and you have collected documentation, give it to your supervisor once you have finished describing the problem.
• Remember to listen to what's said in return; communication is a two-way process.

Not all communication is spoken. Body language is nonverbal communication that includes your posture, your hands and whether you make eye contact. These gestures can be subtle or overt, but most importantly they communicate meaning beyond what is said. When having a conversation, pay attention to how you stand. A stiff position with arms crossed over your chest may imply that you are being defensive even if your words state otherwise. Shoving your hands in your pockets when speaking could imply that you have something to hide. Be wary of using too many hand gestures because this could distract listeners from your message.

The challenge of communicating in the workplace is learning how and when to share your ideas or concerns. If you need to tell your supervisor or co-worker about something that is not going well, keep in mind that good timing and good attitude will go a long way toward helping your case.

Like all skills, effective communication needs to be practiced. Toastmasters International is perhaps the best known public speaking organization in the world. Toastmasters is open to anyone who wish to improve their speaking skills and is willing to put in the time and effort to do so. To learn more, visit Toastmasters International .

Methods of Communication

Communication of problems and issues in any workplace is important, particularly when safety is involved. It is therefore crucial in manufacturing where people are constantly working with heavy, costly, and sometimes dangerous equipment. As issues and problems arise, they need to be addressed in an efficient and timely manner. Effective communication is an important skill because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost and save money.

There are many different ways to communicate: in person, by phone, via email, or written. There is no single method that fits all communication needs, each one has its time and place.

In person: In the workplace, face-to-face meetings should be utilized whenever possible. Being able to see the person you need to speak to face-to-face gives you instant feedback and helps you gauge their response through their body language. Be careful of getting sidetracked in conversation when you need to communicate a problem.

Email: Email has become the communication standard for most businesses. It can be accessed from almost anywhere and is great for things that don’t require an immediate response. Email is a great way to communicate non-urgent items to large amounts of people or just your team members. One thing to remember is that most people's inboxes are flooded with emails every day and unless they are hyper vigilant about checking everything, important items could be missed. For issues that are urgent, especially those around safety, email is not always be the best solution.

Phone: Phone calls are more personal and direct than email. They allow us to communicate in real time with another person, no matter where they are. Not only can talking prevent miscommunication, it promotes a two-way dialogue. You don’t have to worry about your words being altered or the message arriving on time. However, mobile phone use and the workplace don't always mix. In particular, using mobile phones in a manufacturing setting can lead to a variety of problems, cause distractions, and lead to serious injury.

Written: Written communication is appropriate when detailed instructions are required, when something needs to be documented, or when the person is too far away to easily speak with over the phone or in person.

There is no "right" way to communicate, but you should be aware of how and when to use the appropriate form of communication for your situation. When deciding the best way to communicate with a co-worker or manager, put yourself in their shoes, and think about how you would want to learn about the issue. Also, consider what information you would need to know to better understand the issue. Use your good judgment of the situation and be considerate of your listener's viewpoint.

Did you notice any other potential problems in the previous exercise?

• [Page 6:] Did you notice any other potential problems in the previous exercise?

Summary of Strategies

In this exercise, you were given a scenario in which there was a problem with a component you were creating on a CNC machine. You were then asked how you wanted to proceed. Depending on your path through this exercise, you might have found an easy solution and fixed it yourself, asked for help and worked with your trainer, or discovered an ongoing G-code problem that was bigger than you initially thought.

When issues and problems arise, it is important that they are addressed in an efficient and timely manner. Communication is an important tool because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost, and save money. Although, each path in this exercise ended with a description of a problem solving tool for your toolbox, the first step is always to identify the problem and define the context in which it happened.

There are several strategies that can be used to identify the root cause of a problem. Root cause analysis (RCA) is a method of problem solving that helps people answer the question of why the problem occurred. RCA uses a specific set of steps, with associated tools like the “5 Why Analysis" or the “Cause and Effect Diagram,” to identify the origin of the problem, so that you can:

Once the underlying cause is identified and the scope of the issue defined, the next step is to explore possible strategies to fix the problem.

If you are not sure how to fix the problem, it is okay to ask for help. Problem solving is a process and a skill that is learned with practice. It is important to remember that everyone makes mistakes and that no one knows everything. Life is about learning. It is okay to ask for help when you don’t have the answer. When you collaborate to solve problems you improve workplace communication and accelerates finding solutions as similar problems arise.

One tool that can be useful for generating possible solutions is brainstorming . Brainstorming is a technique designed to generate a large number of ideas for the solution to a problem. The method was first popularized in 1953 by Alex Faickney Osborn in the book Applied Imagination. The goal is to come up with as many ideas as you can, in a fixed amount of time. Although brainstorming is best done in a group, it can be done individually.

Depending on your path through the exercise, you may have discovered that a couple of your coworkers had experienced similar problems. This should have been an indicator that there was a larger problem that needed to be addressed.

In any workplace, communication of problems and issues (especially those that involve safety) is always important. This is especially crucial in manufacturing where people are constantly working with heavy, costly, and sometimes dangerous equipment. When issues and problems arise, it is important that they be addressed in an efficient and timely manner. Effective communication is an important tool because it can prevent problems from recurring, avoid injury to personnel, reduce rework and scrap, and ultimately, reduce cost and save money.

One strategy for improving communication is the huddle . Just like football players on the field, a huddle is a short meeting with everyone standing in a circle. A daily team huddle is a great way to ensure that team members are aware of changes to the schedule, any problems or safety issues are identified and that team members are aware of how their work impacts one another. When done right, huddles create collaboration, communication, and accountability to results. Impromptu huddles can be used to gather information on a specific issue and get each team member's input.

To learn more about different problem solving strategies, choose an option below. These strategies accompany the outcomes of different decision paths in the problem solving exercise.

• View Problem Solving Strategies Select a strategy below... Root Cause Analysis How Huddles Work Brainstorming Importance of Good Problem Description Methods of Communication

Communication is one of the most frequent activities we engage in on a day-to-day basis. At some point, we have all felt that we did not effectively communicate an idea as we would have liked. The key to effective communication is preparation. Rather than attempting to haphazardly improvise something, take a few minutes and think about what you want say and how you will say it. If necessary, write yourself a note with the key points or ideas in the order you want to discuss them. The notes can act as a reminder or guide during your meeting.

• Provide a clear summary of the problem. Start at the beginning, give relevant facts, timelines, and examples.

In person: In the workplace, face-to-face meetings should be utilized whenever possible. Being able to see the person you need to speak to face-to-face gives you instant feedback and helps you gauge their response in their body language. Be careful of getting sidetracked in conversation when you need to communicate a problem.

There is no "right" way to communicate, but you should be aware of how and when to use the appropriate form of communication for the situation. When deciding the best way to communicate with a co-worker or manager, put yourself in their shoes, and think about how you would want to learn about the issue. Also, consider what information you would need to know to better understand the issue. Use your good judgment of the situation and be considerate of your listener's viewpoint.

"Never try to solve all the problems at once — make them line up for you one-by-one.” — Richard Sloma

Problem Solving: An Important Job Skill

Problem solving improves efficiency and communication on the shop floor. It increases a company's efficiency and profitability, so it's one of the top skills employers look for when hiring new employees. Recent industry surveys show that employers consider soft skills, such as problem solving, as critical to their business’s success.

The 2011 survey, "Boiling Point? The skills gap in U.S. manufacturing ," polled over a thousand manufacturing executives who reported that the number one skill deficiency among their current employees is problem solving, which makes it difficult for their companies to adapt to the changing needs of the industry.

In this video, industry professionals discuss their expectations and present tips for new employees joining the manufacturing workforce.

Quick Summary

• [Quick Summary: Question1] What are two things you learned in this case study?
• What question(s) do you still have about the case study?
• [Quick Summary: Question2] What question(s) do you still have about the case study?
• Is there anything you would like to learn more about with respect to this case study?
• [Quick Summary: Question3] Is there anything you would like to learn more about with respect to this case study?

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

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

Written by: Danesh Ramuthi Sep 07, 2023

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

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

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

Click to jump ahead: 

What is a case study presentation?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Let’s get into it. 

Open with an introductory overview 

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

Explain the problem in question

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

Detail the solutions to solve the problem

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

Key stakeholders Involved

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

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

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

Discuss the key results & outcomes

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

Include visuals to support your analysis

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

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

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

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

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

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

Recommendations and next steps

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

Acknowledgments and references

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

Feedback & Q&A session

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

Closing remarks

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

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

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

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

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

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

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

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

1 . Lab report case study template

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

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

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

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

2. Product case study template

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

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

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

3. Content marketing case study template

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

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

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

4. Case study psychology template

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

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

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

5. Lead generation case study template

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

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

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

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

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

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

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

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

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

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

Overloading with information

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

Lack of structure

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

Ignoring the audience

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

Poor visual elements

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

Not focusing on results

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

How to start a case study presentation?

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

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

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

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

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

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

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

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

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

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

How do I conclude a case study presentation effectively?

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

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

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

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

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

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

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

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

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

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

Related: 10+ Case Study Infographic Templates That Convert

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

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

Go forth and make a lasting impact!

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How to master the seven-step problem-solving process

In this episode of the McKinsey Podcast , Simon London speaks with Charles Conn, CEO of venture-capital firm Oxford Sciences Innovation, and McKinsey senior partner Hugo Sarrazin about the complexities of different problem-solving strategies.

Podcast transcript

Simon London: Hello, and welcome to this episode of the McKinsey Podcast , with me, Simon London. What’s the number-one skill you need to succeed professionally? Salesmanship, perhaps? Or a facility with statistics? Or maybe the ability to communicate crisply and clearly? Many would argue that at the very top of the list comes problem solving: that is, the ability to think through and come up with an optimal course of action to address any complex challenge—in business, in public policy, or indeed in life.

Looked at this way, it’s no surprise that McKinsey takes problem solving very seriously, testing for it during the recruiting process and then honing it, in McKinsey consultants, through immersion in a structured seven-step method. To discuss the art of problem solving, I sat down in California with McKinsey senior partner Hugo Sarrazin and also with Charles Conn. Charles is a former McKinsey partner, entrepreneur, executive, and coauthor of the book Bulletproof Problem Solving: The One Skill That Changes Everything [John Wiley & Sons, 2018].

Charles and Hugo, welcome to the podcast. Thank you for being here.

Hugo Sarrazin: Our pleasure.

Charles Conn: It’s terrific to be here.

Simon London: Problem solving is a really interesting piece of terminology. It could mean so many different things. I have a son who’s a teenage climber. They talk about solving problems. Climbing is problem solving. Charles, when you talk about problem solving, what are you talking about?

Charles Conn: For me, problem solving is the answer to the question “What should I do?” It’s interesting when there’s uncertainty and complexity, and when it’s meaningful because there are consequences. Your son’s climbing is a perfect example. There are consequences, and it’s complicated, and there’s uncertainty—can he make that grab? I think we can apply that same frame almost at any level. You can think about questions like “What town would I like to live in?” or “Should I put solar panels on my roof?”

You might think that’s a funny thing to apply problem solving to, but in my mind it’s not fundamentally different from business problem solving, which answers the question “What should my strategy be?” Or problem solving at the policy level: “How do we combat climate change?” “Should I support the local school bond?” I think these are all part and parcel of the same type of question, “What should I do?”

I’m a big fan of structured problem solving. By following steps, we can more clearly understand what problem it is we’re solving, what are the components of the problem that we’re solving, which components are the most important ones for us to pay attention to, which analytic techniques we should apply to those, and how we can synthesize what we’ve learned back into a compelling story. That’s all it is, at its heart.

I think sometimes when people think about seven steps, they assume that there’s a rigidity to this. That’s not it at all. It’s actually to give you the scope for creativity, which often doesn’t exist when your problem solving is muddled.

Simon London: You were just talking about the seven-step process. That’s what’s written down in the book, but it’s a very McKinsey process as well. Without getting too deep into the weeds, let’s go through the steps, one by one. You were just talking about problem definition as being a particularly important thing to get right first. That’s the first step. Hugo, tell us about that.

Hugo Sarrazin: It is surprising how often people jump past this step and make a bunch of assumptions. The most powerful thing is to step back and ask the basic questions—“What are we trying to solve? What are the constraints that exist? What are the dependencies?” Let’s make those explicit and really push the thinking and defining. At McKinsey, we spend an enormous amount of time in writing that little statement, and the statement, if you’re a logic purist, is great. You debate. “Is it an ‘or’? Is it an ‘and’? What’s the action verb?” Because all these specific words help you get to the heart of what matters.

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Simon London: So this is a concise problem statement.

Hugo Sarrazin: Yeah. It’s not like “Can we grow in Japan?” That’s interesting, but it is “What, specifically, are we trying to uncover in the growth of a product in Japan? Or a segment in Japan? Or a channel in Japan?” When you spend an enormous amount of time, in the first meeting of the different stakeholders, debating this and having different people put forward what they think the problem definition is, you realize that people have completely different views of why they’re here. That, to me, is the most important step.

Charles Conn: I would agree with that. For me, the problem context is critical. When we understand “What are the forces acting upon your decision maker? How quickly is the answer needed? With what precision is the answer needed? Are there areas that are off limits or areas where we would particularly like to find our solution? Is the decision maker open to exploring other areas?” then you not only become more efficient, and move toward what we call the critical path in problem solving, but you also make it so much more likely that you’re not going to waste your time or your decision maker’s time.

How often do especially bright young people run off with half of the idea about what the problem is and start collecting data and start building models—only to discover that they’ve really gone off half-cocked.

Hugo Sarrazin: Yeah.

Charles Conn: And in the wrong direction.

Simon London: OK. So step one—and there is a real art and a structure to it—is define the problem. Step two, Charles?

Charles Conn: My favorite step is step two, which is to use logic trees to disaggregate the problem. Every problem we’re solving has some complexity and some uncertainty in it. The only way that we can really get our team working on the problem is to take the problem apart into logical pieces.

What we find, of course, is that the way to disaggregate the problem often gives you an insight into the answer to the problem quite quickly. I love to do two or three different cuts at it, each one giving a bit of a different insight into what might be going wrong. By doing sensible disaggregations, using logic trees, we can figure out which parts of the problem we should be looking at, and we can assign those different parts to team members.

Simon London: What’s a good example of a logic tree on a sort of ratable problem?

Charles Conn: Maybe the easiest one is the classic profit tree. Almost in every business that I would take a look at, I would start with a profit or return-on-assets tree. In its simplest form, you have the components of revenue, which are price and quantity, and the components of cost, which are cost and quantity. Each of those can be broken out. Cost can be broken into variable cost and fixed cost. The components of price can be broken into what your pricing scheme is. That simple tree often provides insight into what’s going on in a business or what the difference is between that business and the competitors.

If we add the leg, which is “What’s the asset base or investment element?”—so profit divided by assets—then we can ask the question “Is the business using its investments sensibly?” whether that’s in stores or in manufacturing or in transportation assets. I hope we can see just how simple this is, even though we’re describing it in words.

When I went to work with Gordon Moore at the Moore Foundation, the problem that he asked us to look at was “How can we save Pacific salmon?” Now, that sounds like an impossible question, but it was amenable to precisely the same type of disaggregation and allowed us to organize what became a 15-year effort to improve the likelihood of good outcomes for Pacific salmon.

Simon London: Now, is there a danger that your logic tree can be impossibly large? This, I think, brings us onto the third step in the process, which is that you have to prioritize.

Charles Conn: Absolutely. The third step, which we also emphasize, along with good problem definition, is rigorous prioritization—we ask the questions “How important is this lever or this branch of the tree in the overall outcome that we seek to achieve? How much can I move that lever?” Obviously, we try and focus our efforts on ones that have a big impact on the problem and the ones that we have the ability to change. With salmon, ocean conditions turned out to be a big lever, but not one that we could adjust. We focused our attention on fish habitats and fish-harvesting practices, which were big levers that we could affect.

People spend a lot of time arguing about branches that are either not important or that none of us can change. We see it in the public square. When we deal with questions at the policy level—“Should you support the death penalty?” “How do we affect climate change?” “How can we uncover the causes and address homelessness?”—it’s even more important that we’re focusing on levers that are big and movable.

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Simon London: Let’s move swiftly on to step four. You’ve defined your problem, you disaggregate it, you prioritize where you want to analyze—what you want to really look at hard. Then you got to the work plan. Now, what does that mean in practice?

Hugo Sarrazin: Depending on what you’ve prioritized, there are many things you could do. It could be breaking the work among the team members so that people have a clear piece of the work to do. It could be defining the specific analyses that need to get done and executed, and being clear on time lines. There’s always a level-one answer, there’s a level-two answer, there’s a level-three answer. Without being too flippant, I can solve any problem during a good dinner with wine. It won’t have a whole lot of backing.

Simon London: Not going to have a lot of depth to it.

Hugo Sarrazin: No, but it may be useful as a starting point. If the stakes are not that high, that could be OK. If it’s really high stakes, you may need level three and have the whole model validated in three different ways. You need to find a work plan that reflects the level of precision, the time frame you have, and the stakeholders you need to bring along in the exercise.

Charles Conn: I love the way you’ve described that, because, again, some people think of problem solving as a linear thing, but of course what’s critical is that it’s iterative. As you say, you can solve the problem in one day or even one hour.

Charles Conn: We encourage our teams everywhere to do that. We call it the one-day answer or the one-hour answer. In work planning, we’re always iterating. Every time you see a 50-page work plan that stretches out to three months, you know it’s wrong. It will be outmoded very quickly by that learning process that you described. Iterative problem solving is a critical part of this. Sometimes, people think work planning sounds dull, but it isn’t. It’s how we know what’s expected of us and when we need to deliver it and how we’re progressing toward the answer. It’s also the place where we can deal with biases. Bias is a feature of every human decision-making process. If we design our team interactions intelligently, we can avoid the worst sort of biases.

Simon London: Here we’re talking about cognitive biases primarily, right? It’s not that I’m biased against you because of your accent or something. These are the cognitive biases that behavioral sciences have shown we all carry around, things like anchoring, overoptimism—these kinds of things.

Both: Yeah.

Charles Conn: Availability bias is the one that I’m always alert to. You think you’ve seen the problem before, and therefore what’s available is your previous conception of it—and we have to be most careful about that. In any human setting, we also have to be careful about biases that are based on hierarchies, sometimes called sunflower bias. I’m sure, Hugo, with your teams, you make sure that the youngest team members speak first. Not the oldest team members, because it’s easy for people to look at who’s senior and alter their own creative approaches.

Hugo Sarrazin: It’s helpful, at that moment—if someone is asserting a point of view—to ask the question “This was true in what context?” You’re trying to apply something that worked in one context to a different one. That can be deadly if the context has changed, and that’s why organizations struggle to change. You promote all these people because they did something that worked well in the past, and then there’s a disruption in the industry, and they keep doing what got them promoted even though the context has changed.

Simon London: Right. Right.

Hugo Sarrazin: So it’s the same thing in problem solving.

Charles Conn: And it’s why diversity in our teams is so important. It’s one of the best things about the world that we’re in now. We’re likely to have people from different socioeconomic, ethnic, and national backgrounds, each of whom sees problems from a slightly different perspective. It is therefore much more likely that the team will uncover a truly creative and clever approach to problem solving.

Simon London: Let’s move on to step five. You’ve done your work plan. Now you’ve actually got to do the analysis. The thing that strikes me here is that the range of tools that we have at our disposal now, of course, is just huge, particularly with advances in computation, advanced analytics. There’s so many things that you can apply here. Just talk about the analysis stage. How do you pick the right tools?

Charles Conn: For me, the most important thing is that we start with simple heuristics and explanatory statistics before we go off and use the big-gun tools. We need to understand the shape and scope of our problem before we start applying these massive and complex analytical approaches.

Simon London: Would you agree with that?

Hugo Sarrazin: I agree. I think there are so many wonderful heuristics. You need to start there before you go deep into the modeling exercise. There’s an interesting dynamic that’s happening, though. In some cases, for some types of problems, it is even better to set yourself up to maximize your learning. Your problem-solving methodology is test and learn, test and learn, test and learn, and iterate. That is a heuristic in itself, the A/B testing that is used in many parts of the world. So that’s a problem-solving methodology. It’s nothing different. It just uses technology and feedback loops in a fast way. The other one is exploratory data analysis. When you’re dealing with a large-scale problem, and there’s so much data, I can get to the heuristics that Charles was talking about through very clever visualization of data.

You test with your data. You need to set up an environment to do so, but don’t get caught up in neural-network modeling immediately. You’re testing, you’re checking—“Is the data right? Is it sound? Does it make sense?”—before you launch too far.

Simon London: You do hear these ideas—that if you have a big enough data set and enough algorithms, they’re going to find things that you just wouldn’t have spotted, find solutions that maybe you wouldn’t have thought of. Does machine learning sort of revolutionize the problem-solving process? Or are these actually just other tools in the toolbox for structured problem solving?

Charles Conn: It can be revolutionary. There are some areas in which the pattern recognition of large data sets and good algorithms can help us see things that we otherwise couldn’t see. But I do think it’s terribly important we don’t think that this particular technique is a substitute for superb problem solving, starting with good problem definition. Many people use machine learning without understanding algorithms that themselves can have biases built into them. Just as 20 years ago, when we were doing statistical analysis, we knew that we needed good model definition, we still need a good understanding of our algorithms and really good problem definition before we launch off into big data sets and unknown algorithms.

Simon London: Step six. You’ve done your analysis.

Charles Conn: I take six and seven together, and this is the place where young problem solvers often make a mistake. They’ve got their analysis, and they assume that’s the answer, and of course it isn’t the answer. The ability to synthesize the pieces that came out of the analysis and begin to weave those into a story that helps people answer the question “What should I do?” This is back to where we started. If we can’t synthesize, and we can’t tell a story, then our decision maker can’t find the answer to “What should I do?”

Simon London: But, again, these final steps are about motivating people to action, right?

Charles Conn: Yeah.

Simon London: I am slightly torn about the nomenclature of problem solving because it’s on paper, right? Until you motivate people to action, you actually haven’t solved anything.

Charles Conn: I love this question because I think decision-making theory, without a bias to action, is a waste of time. Everything in how I approach this is to help people take action that makes the world better.

Simon London: Hence, these are absolutely critical steps. If you don’t do this well, you’ve just got a bunch of analysis.

Charles Conn: We end up in exactly the same place where we started, which is people speaking across each other, past each other in the public square, rather than actually working together, shoulder to shoulder, to crack these important problems.

Simon London: In the real world, we have a lot of uncertainty—arguably, increasing uncertainty. How do good problem solvers deal with that?

Hugo Sarrazin: At every step of the process. In the problem definition, when you’re defining the context, you need to understand those sources of uncertainty and whether they’re important or not important. It becomes important in the definition of the tree.

You need to think carefully about the branches of the tree that are more certain and less certain as you define them. They don’t have equal weight just because they’ve got equal space on the page. Then, when you’re prioritizing, your prioritization approach may put more emphasis on things that have low probability but huge impact—or, vice versa, may put a lot of priority on things that are very likely and, hopefully, have a reasonable impact. You can introduce that along the way. When you come back to the synthesis, you just need to be nuanced about what you’re understanding, the likelihood.

Often, people lack humility in the way they make their recommendations: “This is the answer.” They’re very precise, and I think we would all be well-served to say, “This is a likely answer under the following sets of conditions” and then make the level of uncertainty clearer, if that is appropriate. It doesn’t mean you’re always in the gray zone; it doesn’t mean you don’t have a point of view. It just means that you can be explicit about the certainty of your answer when you make that recommendation.

Simon London: So it sounds like there is an underlying principle: “Acknowledge and embrace the uncertainty. Don’t pretend that it isn’t there. Be very clear about what the uncertainties are up front, and then build that into every step of the process.”

Hugo Sarrazin: Every step of the process.

Simon London: Yeah. We have just walked through a particular structured methodology for problem solving. But, of course, this is not the only structured methodology for problem solving. One that is also very well-known is design thinking, which comes at things very differently. So, Hugo, I know you have worked with a lot of designers. Just give us a very quick summary. Design thinking—what is it, and how does it relate?

Hugo Sarrazin: It starts with an incredible amount of empathy for the user and uses that to define the problem. It does pause and go out in the wild and spend an enormous amount of time seeing how people interact with objects, seeing the experience they’re getting, seeing the pain points or joy—and uses that to infer and define the problem.

Simon London: Problem definition, but out in the world.

Hugo Sarrazin: With an enormous amount of empathy. There’s a huge emphasis on empathy. Traditional, more classic problem solving is you define the problem based on an understanding of the situation. This one almost presupposes that we don’t know the problem until we go see it. The second thing is you need to come up with multiple scenarios or answers or ideas or concepts, and there’s a lot of divergent thinking initially. That’s slightly different, versus the prioritization, but not for long. Eventually, you need to kind of say, “OK, I’m going to converge again.” Then you go and you bring things back to the customer and get feedback and iterate. Then you rinse and repeat, rinse and repeat. There’s a lot of tactile building, along the way, of prototypes and things like that. It’s very iterative.

Simon London: So, Charles, are these complements or are these alternatives?

Charles Conn: I think they’re entirely complementary, and I think Hugo’s description is perfect. When we do problem definition well in classic problem solving, we are demonstrating the kind of empathy, at the very beginning of our problem, that design thinking asks us to approach. When we ideate—and that’s very similar to the disaggregation, prioritization, and work-planning steps—we do precisely the same thing, and often we use contrasting teams, so that we do have divergent thinking. The best teams allow divergent thinking to bump them off whatever their initial biases in problem solving are. For me, design thinking gives us a constant reminder of creativity, empathy, and the tactile nature of problem solving, but it’s absolutely complementary, not alternative.

Simon London: I think, in a world of cross-functional teams, an interesting question is do people with design-thinking backgrounds really work well together with classical problem solvers? How do you make that chemistry happen?

Hugo Sarrazin: Yeah, it is not easy when people have spent an enormous amount of time seeped in design thinking or user-centric design, whichever word you want to use. If the person who’s applying classic problem-solving methodology is very rigid and mechanical in the way they’re doing it, there could be an enormous amount of tension. If there’s not clarity in the role and not clarity in the process, I think having the two together can be, sometimes, problematic.

The second thing that happens often is that the artifacts the two methodologies try to gravitate toward can be different. Classic problem solving often gravitates toward a model; design thinking migrates toward a prototype. Rather than writing a big deck with all my supporting evidence, they’ll bring an example, a thing, and that feels different. Then you spend your time differently to achieve those two end products, so that’s another source of friction.

Now, I still think it can be an incredibly powerful thing to have the two—if there are the right people with the right mind-set, if there is a team that is explicit about the roles, if we’re clear about the kind of outcomes we are attempting to bring forward. There’s an enormous amount of collaborativeness and respect.

Simon London: But they have to respect each other’s methodology and be prepared to flex, maybe, a little bit, in how this process is going to work.

Hugo Sarrazin: Absolutely.

Simon London: The other area where, it strikes me, there could be a little bit of a different sort of friction is this whole concept of the day-one answer, which is what we were just talking about in classical problem solving. Now, you know that this is probably not going to be your final answer, but that’s how you begin to structure the problem. Whereas I would imagine your design thinkers—no, they’re going off to do their ethnographic research and get out into the field, potentially for a long time, before they come back with at least an initial hypothesis.

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Hugo Sarrazin: That is a great callout, and that’s another difference. Designers typically will like to soak into the situation and avoid converging too quickly. There’s optionality and exploring different options. There’s a strong belief that keeps the solution space wide enough that you can come up with more radical ideas. If there’s a large design team or many designers on the team, and you come on Friday and say, “What’s our week-one answer?” they’re going to struggle. They’re not going to be comfortable, naturally, to give that answer. It doesn’t mean they don’t have an answer; it’s just not where they are in their thinking process.

Simon London: I think we are, sadly, out of time for today. But Charles and Hugo, thank you so much.

Charles Conn: It was a pleasure to be here, Simon.

Hugo Sarrazin: It was a pleasure. Thank you.

Simon London: And thanks, as always, to you, our listeners, for tuning into this episode of the McKinsey Podcast . If you want to learn more about problem solving, you can find the book, Bulletproof Problem Solving: The One Skill That Changes Everything , online or order it through your local bookstore. To learn more about McKinsey, you can of course find us at McKinsey.com.

Charles Conn is CEO of Oxford Sciences Innovation and an alumnus of McKinsey’s Sydney office. Hugo Sarrazin is a senior partner in the Silicon Valley office, where Simon London, a member of McKinsey Publishing, is also based.

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Solving Case Studies: 8 Step-by-Step Strategies for Management Students

• by Tanu Bhatnagar
• Published: Oct 08, 2023, 09:45 IST
• Updated: Oct 08, 2023, 00:54 IST
• Tanu Bhatnagar
• October 8, 2023

Mastering the Art of Analyzing and Resolving Business Case Studies 

Case study analysis is useful for management students. It’s more than a course—it’s a preview of your future job problems. These real-life examples allow you to apply class ideas and acquire a business-ready problem-solving attitude.

It’s not easy to master case study solving. Strategic thinking, critical thinking, and innovation are needed. This book covers the finest case study solution tactics to help you succeed academically and become a good manager. Solving a management case study is a crucial skill for students pursuing degrees in fields such as MBA, HRM, Finance, and Marketing.

Also, read  10 Proven Memorize Techniques for Students- Friendly Tips

8 Step-by-Step Strategies for Management Students

These case studies offer a practical application of management concepts, requiring students to analyze complex scenarios and devise solutions. In this comprehensive guide, we will outline a step-by-step approach to solving management case studies and provide a real-world example with a solution.

  Step 1: Comprehensive Case Study Analysis

Comprehensive case study analysis is the cornerstone of effective problem-solving. It involves immersing yourself in the case study, not just skimming through it. Start by reading the case thoroughly, absorbing its context, characters, and central problem or objective. It’s crucial to understand the nuances of the situation presented, as even subtle details may significantly impact the solution.

During this phase, consider the following:

• Context : Understand the setting, time frame, and circumstances that led to the current situation.
• Characters : Familiarize yourself with the key individuals involved, their roles, motivations, and potential biases.
• Problem/Objective : Identify the core challenge or goal that the case revolves around.

Step 2: Familiarize with the Industry and Company

Familiarizing yourself with the industry and the specific company involved in the case study is pivotal. This step provides essential context and aids in making informed decisions and recommendations. Here’s how to approach it:

• Industry Analysis : Research the industry’s characteristics, trends, and dynamics. This knowledge helps you understand the broader competitive landscape and market forces at play.
• Company Background : Delve into the company’s history, products or services, market position, financial performance, and strategic priorities. This information helps you align your recommendations with the company’s goals and capabilities.

Step 3: Define the Core Problem/Objective

In this step, your objective is to pinpoint the primary issue or objective that the case study revolves around. By clarifying the problem that needs resolution or the goal that must be achieved, you set the stage for your analysis and decision-making. Consider the following:

• Problem Statement : Summarize the problem in a concise, clear statement. Ensure that your understanding aligns with the essence of the case.
• Objective Clarity : If the case involves an objective, such as expanding market share or improving profitability, define it with precision.

Step 4: Extract Relevant Information

A key aspect of case study analysis is extracting relevant facts and details from the case materials. This process involves revisiting the case study, both to reinforce your understanding and to gather pertinent information. Here’s how to approach it:

• Detailed Examination : Scrutinize the case for data, statistics, anecdotes, and any other information that sheds light on the problem or objective.
• Note-taking : Create a system for recording critical information, whether through written notes or mental models. This will aid in organizing your analysis.

Step 5: Identify Key Statements

Within the case study, there are often statements or pieces of information that hold particular significance. These statements can serve as guideposts during your analysis, helping you define and address the problem more precisely. Consider:

• Problem Clues : Look for statements that hint at the underlying issues or challenges.
• Objective Relevance : Identify statements that directly relate to the stated objective.

Step 6: Assess the External Environment

To make informed recommendations, you must assess the external environment surrounding the case. This step involves considering various factors that can influence the solution, including:

• Market Conditions : Analyze the market’s size, growth rate, trends, and competitive landscape.
• Regulatory Environment : Evaluate the impact of regulations, laws, and government policies on the case.
• Resource Availability : Understand the availability of resources, such as capital, talent, and technology.
• Competitive Forces : Assess the competitive forces at play, including existing rivals, potential entrants, suppliers, and buyers.

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Step 7: Address Real-Life Constraints

Recognize that real-life problem-solving often comes with limitations, including incomplete information and time constraints. You should be prepared to make decisions based on the available data and within reasonable time limits. Consider:

• Time Sensitivity : Acknowledge any time pressures that may affect the decision-making process.
• Resource Constraints : Understand the limits of available resources, such as budget, manpower, or technology.

Step 8: Fill Information Gaps with Realistic Assumptions

Information gaps are common in real-world scenarios. To bridge these gaps, make realistic assumptions that align with the context of the case study. Use your judgment and critical thinking to supplement missing details while staying grounded in the case’s reality.

By following these steps diligently, you can approach management case studies methodically and develop well-structured, informed solutions that address the core problem or objective effectively

Problem: XYZ Corporation, a well-established software development firm, is grappling with ongoing employee performance challenges. Several members of its software development team consistently fail to meet project deadlines and produce work below the company’s quality standards.

Problem Question 1: What is the core problem that XYZ Corporation is facing concerning employee performance?

The central issue that XYZ Corporation is confronting concerning employee performance is the persistent underperformance of several software developers within the organization. These individuals consistently fail to meet project deadlines and produce work that falls significantly below the company’s established quality standards. This recurring problem has become a significant impediment to the company’s software development projects.

Problem Question 2: How are the underperforming employees affecting the company’s software development projects and overall business operations?

The underperforming employees in XYZ Corporation are having a substantial negative impact on the company’s software development projects and overall business operations. Their consistent inability to meet project deadlines results in significant delays in project completion, disrupting project schedules and affecting the company’s ability to deliver products and services on time. Furthermore, the compromised quality of their work leads to subpar products, potentially resulting in client dissatisfaction and eroding the company’s reputation. These issues collectively undermine the company’s profitability as it grapples with missed opportunities and the costs associated with addressing substandard work. Addressing this challenge is imperative for XYZ Corporation to ensure its continued success and competitiveness in the software development industry.

. Student Approach to Solve:

• Begin by thoroughly reading the case study to grasp its context, characters, and the central problem or objective.
• Understanding the broader business environment will aid in making informed decisions and recommendations.
• Identify the primary issue or objective in the case.
• Create a mental or written model of the core problem or objective and make note of critical information that informs your understanding.
• Acknowledge that real-life problems often come with incomplete information and time constraints.
• Use your judgment to supplement missing details.

By following these steps and considering the provided answers, students can approach and solve the case study effectively, offering valuable insights and recommendations to address XYZ Corporation’s employee performance challenges.

Finally, the case study solution connects management theory with practice. It helps students analyse difficult circumstances, make educated judgements, and find effective solutions, which employers in numerous sectors value.

The above guide’s techniques can help students succeed in management school and prepare them for job difficulties and possibilities. Accept case studies as learning opportunities, improve your problem-solving abilities, and become a skilled and resourceful manager. The greatest method to learn is through doing, and case study solution leads to real-world success.

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A guide to the A3 problem-solving framework

Have you ever found yourself in a situation where you were faced with a problem and didn’t know where to start? While this can be a daunting scenario, there are a number of frameworks you can leverage to take some of the guesswork away and set up a process for approaching these in the future. One of these is the A3 problem-solving framework developed from Toyota’s lean manufacturing practices.

The A3 problem-solving framework uses a structured approach to address complex problems and gets its name from the A3-size paper used to document the process. With it, you can diagnose the root cause of complex problems and resolve them efficiently.

This article explains the A3 framework, how to use it for problem solving, and accompanying best practices.

Understanding the A3 framework

The A3 problem-solving framework is a structured approach that uses a single A3-sized sheet of paper to document the entire problem-solving process. It includes several key components:

• Background — Context and importance of the problem
• Current conditions — Detailed description of the current state
• Goal statement — Clear objectives to achieve
• Root cause analysis — Identifying the underlying causes
• Countermeasures — Proposed solutions to address the root causes
• Implementation — Steps to put the solutions into action
• Follow-up — Evaluation of results and future actions

The A3 framework offers several benefits. Think of it as a structured approach to problem-solving. Using it will promote clear documentation, and improved communication among team members.

Step-by-step guide to A3 problem solving

There are a few key steps to correctly apply the A3 problem-solving framework. Each structured step guides you through the entire process. It helps you develop the skill of identifying gaps and proactively resolving issues.

Each step also builds up the understanding of the problems:

Here are the key steps involved:

• Step one — Clearly define the problem and understand its background and current conditions
• Step two — Use techniques like the 5 whys and fishbone diagrams to identify the root causes
• Step three — Brainstorm and develop effective countermeasures to address the root cause
• Step four — Follow best practices to implement the chosen countermeasures and ensure stakeholder buy-in
• Step five — Track the implementation, evaluate results, and ensure continuous improvement

This method resolves the immediate issue effectively. Additionally, it lays the groundwork for ongoing improvements and sustainable long-term success.

A3 framework case study

Spotify used the A3 framework effectively to rectify an issue it had with its weekly feature engagement. Its product management team applied the process to identify and resolve the root cause. In this case, the A3 framework looked like:

• Define the problem — The team noted a significant drop in user engagement with Discover Weekly playlists
• Analyze the root cause — Using the 5 whys technique, they discovered that the algorithm wasn’t personalizing recommendations effectively, leading to irrelevant song suggestions
• Develop countermeasures — The team brainstormed solutions. From refining the algorithm to better account preferences, they considered precise countermeasures
• Implement the solution — They rolled out the improved algorithm in stages. Close monitoring of user feedback and engagement metrics proved game-changing
• Evaluate — Here, the team continuously tracked engagement metrics and user feedback after the update, which led to several iterative adjustments to the algorithm over time

Best practices for using the A3 framework

As a product manager, you should adopt specific best practices to maximize the A3 framework’s effectiveness. These practices focus on documentation, collaboration, and continuous improvement:

• Maintain clear and concise documentation throughout the A3 process. You need to promote a culture of transparency and progress tracking
• Encourage cross-functional collaboration. Involve the right stakeholders to gather valuable data. A good collaboration is based on diverse perspectives and expertise
• Emphasize the need for continuous improvement. Also, regularly revisit the A3 document to update and refine it

By following these best practices, you can leverage the full potential of the A3 framework.

Key takeaways

When it comes to complex issues, implementing the A3 problem-solving framework allows you to solve them systematically and effectively. This structured approach ensures that root causes are identified and solutions are developed and implemented in a timely manner.

The following key pointers will prove useful for your day-to-day reference:

• Clearly define problems and understand the background and current conditions
• Use root cause analysis techniques like the 5 whys and fishbone diagrams to identify underlying issues
• Develop targeted countermeasures and implement solutions with stakeholder buy-in
• Maintain clear and concise documentation throughout the A3 process
• Foster cross-functional collaboration to gather diverse insights and expertise
• Emphasize continuous improvement by regularly revisiting and refining the A3 document

By integrating these practices into your problem-solving strategy, you can tackle challenges head-on. Good luck! And as always, comment with questions.

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Problem-Solving

Problem-solving is a complex skill used in times where solutions are not readily available. It is defined as “the skill of finding solutions for difficult or complex issues.” Using problem-solving in our daily lives helps us think through what options are possible in difficult situations and also helps create new solutions to move past the issue at hand.

Learning in Observation

The following video case studies are a learning tool that helps students, families, and educators examine the context of the social problems that might arise for youth and young adults. Visual media gives everyone a common viewing experience and centralizes the discussion around making choices and decisions in situations where problems exist. The activities extend learning around problem-solving and help learners understand why many of the problems that exist in everyday life are more complex than we think.

Watch the high school video case study below and think about how the opportunities for problem-solving involve both advocacy and the ability to receive and listen to other people’s perspectives. Hand out Character Profile Cards to students or groups of students and have them watch the video from the perspective of that character.

Referencing the profile cards , facilitate a discussion after watching the video. Some questions for discussion may include:

• What does my character know that the other characters need to know?
• What do the other characters know that my character needs to know?
• What are some possible solutions to the problem?
• Who can support the solution to make sure it is effective?
• Who needs to be a part of the solution?

The following video case study takes place at home between two brothers. Similar to the case study above, use questions to reflect on the problem and the process of problem-solving taken up by the parents.

Use the following questions to guide small groups in discussion around problem-solving.

• Why does this approach work well to discover the truth around the problem?
• What are some things that the parents learned about their children in the process of working through the problem?
• As a parent, why would it be important to get both perspectives?
• As a child, why would it be important to be heard, but also to hear your sibling’s perspective?
• What are some complex or difficult issues that are addressed in this process?

Observation to Practice

It might seem easy to find solutions when we are outside of the situation, however, it can be hard to solve problems when they pop up in our daily lives. The following are steps you can take to start problem-solving.

• Identify the problem
• Invite others affected by the problem to help understand what happened
• With help, collect more information about what happened
• Using the collected information, consider what process is most appropriate for reaching positive solutions
• Use the process to collaborate with others and generate plans for moving towards a solution
• Act towards goals that will help bring about a solution

Try it out for yourself! Use the following link to practice problem-solving in real-life situations.

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9 Case Study Examples, Plus a Useful Case Study Template

Writing a case study can help you pitch your services to prospective clients. Learn how to write one by studying successful examples and using a free template.

If you can write a résumé, you can write a case study. Just as a résumé shows potential employers how your experience can benefit their team, a case study highlights an existing client’s success story to demonstrate your business or product’s value to prospective clients.

A compelling case study includes relevant data without overwhelming your reader, considers the customer’s perspective, and demonstrates how you handled a specific challenge.

The best way to learn how to write one is by reading a stellar business case study example.

What is a case study?

A case study is a document business-to-business (B2B) companies use to illustrate how their product or service helped a client achieve their goals. A winning case study introduces the featured client, gives a brief description of their challenge or goal, and showcases the results they achieved with your help.

Businesses that provide software, tools, or consulting services often provide case studies to potential customers trying to choose between several options.

A company’s marketing team is typically responsible for writing case studies, but if you have a small business without a dedicated marketing team, don’t worry. Anyone can write a case study, and it’s a straightforward process if you use a template.

Why should you create a case study?

A case study brings your product or service to life for future customers with real-world examples. These success stories offer tangible results. Case studies are, thus, a form of social proof , but their power goes beyond a mere testimonial or review.

Since B2B services often are expensive and require approval from multiple decision-makers, typical forms of social proof often aren't enough to convince potential customers. Business customers want to be able to share compelling data with their teams, and that’s where the case study is beneficial.

How to write a case study

• Choose a template
• Interview your client or customer
• Describe the situation
• Identify the solution
• Present the results

1. Choose a template

You don’t necessarily need a template to write a case study, but it can make the process easier—especially if you haven’t written one before or need to write several at once.

You’ll notice that most business case studies take the same general format; after inputting the basics into the template, you can add your own personal flair. (That is, your branding and voice.)

2. Interview your client or customer

The client or customer interview is the heart of the case study. Identify several current or past clients willing to chat with you about their experiences. Look for repeat customers and those who reached out independently to tell you how much they enjoyed your product or service.

A phone interview is the best way to get conversational quotes, but you can correspond via email if your subject is short on time. Not sure what to ask? When social advertising agency Biddyco interviewed the VP of Marketing at Fellow , they asked him the following questions , according to their case study:

• What were the obstacles that would have prevented you from choosing/hiring Biddyco?
• What have you found as a result of hiring Biddyco?
• What specific feature or thing do you like most about Biddyco’s services?
• Would you recommend Biddyco and why?

The goal of the interview is to better understand your client’s experience with your product or service and grab a soundbite you can use as a testimonial in your case study. If you didn’t work directly with the client, you may also want to interview someone on your team who did to get more context.

3. Describe the situation

Give context to your case study with a brief description of the client’s business and the desired outcome that led them to seek your product or service. You can follow this general formula:

[Client’s name] is a [type of business] with [unique feature]. [Client’s name] came to [your business] seeking [client’s desired outcome] while [requirement].

Here’s an example of a one-sentence situation summary in the case study for Sharma Brands ’ client Feastables:

“Feastables, a better-for-you snacks company, came to us in need of a team to take the DTC setup off their plate.”

Advertising company Adgile, which created moving billboards for the non-alcoholic aperitif brand Ghia , has a longer description in its case study that provides background on the marketplace, but the heart of it is this:

“Ghia was seeking creative ways to break through the clutter of a crowded—and big-budgeted—adult beverage market, all while managing customer acquisition cost (CAC).”

4. Identify the solution

This section can vary depending on your field. Also described as “the action,” “the work,” or “the strategy,” the solution describes the strategic insights your company brought to your client’s problem or how your customer used your product to achieve their goals.

The basic formula: [Client’s name] partnered with [your business] to [service received].

Here’s an example from email marketing software Klaviyo’s case study featuring olive oil brand Graza:

“Graza uses Klaviyo’s granular segmentation tools to send automated flows and promotional campaigns to small, targeted groups of customers based on purchase frequency.”

This section describes exactly which of Klaviyo’s features Graza used (granular segmentation) and how they used it (to send automated flows to small, targeted groups), without getting into any outcomes or results yet.

5. Present the results

This section is where you’ll win over prospective customers and build trust. The basic formula is:

[Client’s name] used [service received] to [desired outcome].

Share how your product or service positively affected the client’s business, whether that’s cost savings, more clients, or improved company culture. According to a case study from community platform TYB, the results it delivered for skin care company Dieux were as follows:

“Dieux was able to create thousands of authentic, personalized referrals ahead of its new product launch plus live out its brand promise of transparency.”

Depending on your product or service, your results may include quantifiable outcomes (like thousands of referrals), intangibles (like living out your brand promise), or both, as in the case of TYB.

Real-world examples of case studies

Sharma brands for feastables, adgile media group for ghia, meta for lulus, tyb for dieux, biddyco for fellow, outline for heyday canning, klaviyo for graza, culture amp for bombas, kustomer for thirdlove.

A great way to write a case study is to look at a sample case study—or better yet, many. You’ll notice that wildly different businesses have case studies that follow roughly the same structure, which is why we recommend using one of our free case study templates to write yours. Learn from this mix of business, design, and marketing case study examples:

Sharma Brands is a branding agency founded by Nik Sharma , “The DTC Guy.” Sharma Brands keeps its case study featuring snack company Feastables short and sweet, breaking it down into three chronological sections: the situation, the work, and the outcome.

The Sharma Brands case study is a good example of how to incorporate meaningful results without sharing actual numbers (which the client may not wish to make public) or getting into an in-depth analysis.

Instead of metrics, Sharma Brands lists the tasks it executed: 

• “Successfully launched their DTC site.” 
• “Simultaneously launched on GoPuff with no downtime.”

It also lists some general achievements: 

• “Broke Shopify records in the first 24 hours of launch.” 
• “All revenue and engagement metrics were highly exceeded.”

Adgile Media Group creates outdoor advertising by providing brands with mobile billboards. Unlike traditional outdoor advertising, Adgile also tracks the digital impact of its IRL campaigns.

Adgile’s case study featuring the non-alcoholic beverage brand Ghia is the perfect place to show off the metrics it collects, like:

• 78% homepage visit lift
• 91% conversion lift
• 82% lift on its Find Us page
• Increase in brand awareness and recall, more than 75% over the competition

Meta, the social media and digital advertising platform, does something in its case studies that every company can replicate. Instead of saving the numbers for the results section, Meta provides a brief overview near the top. This breaks up the text visually, provides a quick snapshot for anyone who doesn’t want to read the full case study, and intrigues those curious to know how they achieved those numbers.

Meta’s case study for the clothing company Lulus starts by teasing its most impressive stat:

“The women’s fashion ecommerce company compared the performance of a Meta Advantage+ shopping campaign with Advantage+ catalog ads versus its usual ad campaign setup and saw a 47% increase in return on ad spend using the Advantage+ products.”

It then presents three key figures in a visually appealing design, drawing clear attention to the impact it had on this customer.

TYB is a community platform that rewards fans for creating user-generated content . TYB’s case study for Dieux details how the skincare brand used its platform to involve customers in product testing.

It also does something small worth noting: Instead of sticking the call to action at the bottom of the case study, TYB places a “request demo” button at the top of the page. That way, anyone compelled by the results of the case study can take the next step immediately.

Advertising agency Biddyco took a unique approach to its case study for the coffee- and tea-gear company Fellow . Unlike other business case study examples that use the typical situation-solution-results format, Biddyco structured its case study as an extended testimonial, with a series of questions like, “What specific feature or thing do you like most about Biddyco’s services?”

In addition to client feedback, Biddyco also highlights a few key accomplishments under the heading “All You Really Need to Know.”

A branding studio like Outline won’t approach case studies in the same way an advertising platform like Meta would. What matters here isn’t cost per impression or ROAS, it’s how everything looks.

That’s why Outline’s case study for ​​ Heyday Canning is relatively light on words and heavy on imagery. If your work is more visual than numerical, your case study is a great place to show your behind-the-scenes process.

For example, Outline shows the label design alongside images of the cans on the shelf and provides a brief description of the design inspiration. This example shows how you can have a design-focused case study that still tells a compelling story.

Klaviyo , an email marketing software company, puts numbers front and center in its case study for the olive oil company Graza . If your product or service involves tracking metrics like email open rates, revenue, and click rates, highlight those stats in a larger font size, as Klaviyo did.

Klaviyo’s case study for Graza also shows you don’t necessarily need to fix a problem to create a great case study; you can also simply help your client achieve their goals. According to Klaviyo’s case study, Graza’s challenge was to create strong customer relationships.

How do you write a compelling case study if your service doesn’t involve tangible metrics or flashy design? For the performance management software company Culture Amp , it’s highlighting key statistics about the subject of its case study , sock company Bombas .

Like Meta and Klaviyo, Culture Amp highlights three numbers in large font. But these numbers are stats about their client Bombas, not Culture Amp’s services: “120+ employees,” “25M+ items donated,” and “$100M+ in revenue for 2018.”

Instead of showing off the results it achieved for Bombas, these numbers let prospective clients know that Culture Amp works with big, important companies on their performance management process.

Choosing a customer relationships management ( CRM ) platform is a big decision. Switching platforms—as bra company ThirdLove did in this case study from customer support platform Kustomer—can involve lengthy data migration, customization, and employee onboarding.

That’s why it makes sense that Kustomer’s case study for ThirdLove is a four-page-long PDF and not a blog post. If your case study involves a long, detailed analysis, follow Kustomer’s example and make two versions of your case study.

The first page is an executive summary, with about a paragraph each describing the challenge and results. If after reading the first page, you want to learn more, you can dive into the rest of the case study, but you don’t have to read the entire thing to get a sense of how Kustomer collaborated with ThirdLove.

Case study examples FAQ

How do you write a simple case study.

To simplify the case-study writing process, download a template. Shopify’s fill-in-the-blanks case study template can help you share your customers’ success stories in an easily digestible, well-designed format.

Why are case studies important for businesses?

For the business reading a case study, the contents can help them decide between different products or services. For the business writing the case study, it’s a chance to connect more deeply with potential customers.

What is an example of a case study?

An example of a case study is a mobile billboard company’s overview of the services it provided to a client. The case study might include an overview of the client's goals and how the advertiser addressed them, plus a list of outcomes—increased website visits, decreased costs per visit, and a rise in brand awareness.

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Case Studies in Responsible AI for Development

Over the past decade, the use of artificial intelligence (AI) to solve international development problems has gained momentum, including at USAID. With increasing availability of digital data, computing, and research, AI has been deployed across various sectors, including healthcare, agriculture, and education, promising greater efficiency and insights, and a novel way to address systemic problems. That trend in AI applications is predicted to only increase in the coming years. However, AI systems come with risks and unique challenges that can harm the most vulnerable -- particularly for developing countries and in international development. This has led to growing concerns about using AI responsibly . Just as we continue to learn about the awesome power of these technologies, there is a growing need to pause and look back at what has been done in order to shape and inform what is yet to come. These case studies do just that -- examining a few of USAID's AI projects to share lessons learned and demonstrate how we can continue to adopt AI tools responsibly.

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A new adaptive Kriging-based optimization (AKBO) framework for constrained optimization problems: : A case study on shared autonomous electric vehicle system design

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Bibliometrics & citations, view options, recommendations, an improved self-adaptive constraint sequencing approach for constrained optimization problems.

Real life optimization problems involve a number of constraints arising out of user requirements, physical laws, statutory requirements, resource limitations etc. Such constraints are routinely evaluated using computationally expensive analysis i.e., ...

Constrained optimization by α constrained genetic algorithm (αGA)

In this study, α constrained genetic algorithm (αGA) which solves constrained optimization problems is proposed. Constrained optimization problems, where the objective functions are minimized under given constraints, are very important and frequently ...

On the equality constraints tolerance of Constrained Optimization Problems

The tolerance value plays an important role when converting equality constraints into inequality constraints in solving Constrained Optimization Problems. Many researchers use a fixed or dynamic setting directly based on trial or experiments without ...

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Pergamon Press, Inc.

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• Adaptive Kriging
• Constrained optimization
• Shared autonomous electric vehicles (SAEVs)
• Truncated constraint function (TCF)
• Near constraint boundary search (NCBS)
• Near optimum search (NOS)
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Google DeepMind's AI Systems Can Now Solve Complex Math Problems (technologyreview.com) 31 --> 31

Google deepmind's ai systems can now solve complex math problems more | reply login, google deepmind's ai systems can now solve complex math problems.

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• Interesting

Still a problem of syntax ( Score: 2 , Insightful)

Mathematics is a system where semantics has a 1:1 relationship to syntax, so maths is actually the single-easiest task.

Formal proof engines (such as HOL and COQ) have existed for a long time, reproducing a small fraction of their capability by means of neural nets is certainly ingenius and valuable, but it's only going to be useful when you can reproduce everything a mathematical modelling package can do.

And it still won't be intelligent, merely useful.

Re: ( Score: 1 )

Why ignore the impedance mismatch between natural language and math syntax, which is the hardest part of doing math, and which AI seems to have solved?

Re: ( Score: 2 )

"First, the problems were manually translated into formal mathematical language for our systems to understand."

Can I retract my comment?

As far as I am concerned, yes. Incidentally, for the Math Olympiad, the math is pretty simple so you have a point there about the translation at the very least being a hard step. So they faked that hard step and then claim some great accomplishment. Matches with the deranged claim at the beginning of the article that they are on the way to AGI.

Watching the AI field for now something like 35 years, I have come to the conclusion that many of the researchers in there are prone to hallucinations.

Re:Still a problem of syntax ( Score: 5 , Funny)

Jean-Yves Girard, in the appendix to Locus Solum (2000):

To the best of my knowledge, this is the only scientific area with an intrinsic conflict of   interest: unlike medical researchers who are usually in good health, these AI guys badly need the stuff they are after.

That is a very nice and very accurate statement. Great find! Also a lot of other interesting stuff in that appendix.

You find that translation step is the hardest part of math? What kind of simplistic math have you been doing?

Re: ( Score: 3 )

Bertrand's paradox, as often framed: "Consider an equilateral triangle inscribed in a circle. Suppose a chord of the circle is chosen at random. What is the probability that the chord is longer than a side of the triangle? "

Want to answer that comprehensively? It's possible. It's just an issue of translation.

>Mathematics is a system where semantics has a 1:1 relationship to syntax, There's a 1:1 mapping if you already have your math language written in the language of a formal proof engine, but there can be ambiguities if you're reading printed notation from a book or pdf.

COLOSSUS: The Forbin Project ( Score: 2 )

Fiction, to be sure - but Colossus and Guardian began by devising a mathematically-based language; they then extended their mathematically-based language beyond current human understanding of mathematics (while remaining mathematically self-consistent, I assume). While creating their language, Colussus/Guardian solved several previously insoluble problems in mathematics.

That won't really happen - but if we train AI on this area (an area of human knowledge which is absolutely deterministic, absolutely and

Maths not Perfectly Semantic ( Score: 2 )

It's close but not exact e.g. "a.b" and "a x b" have a meaning of '.' and 'x' that change based on whether 'a' and 'b' are vectors or not. "x_\mu" could represent a scalar or a four-vector based on context etc.

Well, automated formal proof engines are now a niche discipline, because they cannot get to any real depth due to state-space explosion. Emulating them with an LLM will do a lot worse. Proof-checkers are a different story: They are very nice tools, but a human has to take them by the hand and lead them to the result in baby-steps.

Oh, and there are computer algebra systems that could probably have solved some of these tasks 30 years ago. The Math Olympiad is not an useful benchmark.

The language model is there to interpret the natural language problem statement. It sounds like they've got another model that translates that into Lean (a proof checker) which can then check the steps and fill in missing bits.

So they're using a language model to solve what you seem to think is the hardest step, then using, not replacing, proof engines as an integrated part of their actual math solver.

Mathematics is a system where semantics has a 1:1 relationship to syntax

No, it's many:1. From "Proofs and Types" by Girard, page 2:

Two sentences which have the same sense [sense, syntax, proofs] have the same denotation [denotation, truth, semantics], that is obvious; but two sentences with the same denotation rarely have the same sense. For example, take a complicated mathematical equivalence A B. The two sentences have the same denotation (they are true at the same time) but surely not the same sense, otherwise what is the point of showing the equivalence?

Girard goes on to talk about the algebraic tradition "we quite simply discard the sense [sense, syntax], and consider only the denotation [semantics]". But in the reverse direction (page 3):

... it is impossible to say "forget completely the denotation and concentrate on the sense", for the simple reason that the sense contains the denotation, at least implicitly. So it is not a matter of symmetry.... The only tangible reality about sense is the way it is written, the formalism; but the formalism remains an unaccommodating object of study, without true structure, a piece of *soft camembert*.

This is a good direction for AI ( Score: 2 )

Instead of churning out vast quantities of well written, yet useless text, this direction shows promise

• 1 reply beneath your current threshold.

The referenced story is nonsense ( Score: 1 )

They claim to be on the way to AGI. They are not. Solving math problem is something computer algebra systems could do 40 years ago. Emulating a part of that is not a great achievement.

They claim to be on the way to AGI. They are not.

Christopher Columbus claimed to be on the way to the Far East. He was not.

Relevance: none.

Relevance: direct. ( Score: 2 )

Your argument is (apparently) that this research should not be done, that it's a waste of time. Y'know, Spain never did get that shortcut Columbus promised them, but I'll bet the Spanish Crown never regretted financing Columbus' failed attempt to find a shortcut to the Far East.

Why are you (apparently) opposed to this research?

Nope. Try again. I am not opposed to this research. I am opposed to blatant lies about its state.

Is the analogy that they're not really aiming for AGI, but they just claim so to get funding?

The analogy is that we don't know what findings research will produce until we perform the research. Starting out with a "this'll never work" orientation will succeed, but the truly interesting results will come from the "let's see where this goes" philosophy. Start out planning to fail, you will. Start out planning to succeed, you might. Start out planning to learn, you will.

Oh, but we do know. Current generation and technology AI cannot reach AGI, no matter how much improvement it gets. Hence the claim to be on the way to it is simply a blatant lie.

Well, you may know; I do not. ( Score: 2 )

Reasoning or brute force ( score: 2 ), gonna have to keep moving those goalposts ( score: 2 ).

"It can't do math!"

Um, well ...

Mathematically proven microprocessors ( Score: 2 )

Its answer to cyber threats is a novel and unique product that combines a secure base processor with a mathematically proven, correct, error-free operating system kernel, which yields a secure IT basis for highest security needs.

. To make "meeting the highest security needs" ubiquitous by putting a processor/OS of that nature in millions of smartphones sounds like something Google would want to be known for doing.

Can it take out the garbage? Get me a beer? ( Score: 2 )

At least Pepper could do that already 10 years ago. https://www.youtube.com/watch?... [youtube.com]

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Real Programmers don't write in FORTRAN. FORTRAN is for pipe stress freaks and crystallography weenies. FORTRAN is for wimp engineers who wear white socks.

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An all-female Democratic ticket is the shake-up America needs | Mike Kelly

3-minute read.

In the coming days, Kamala Harris will make a momentous decision. Who will she choose as her vice presidential running mate? My choice: Gretchen Whitmer, the governor of Michigan.

Yes, that would be an all-female ticket. Why not? 

The Republicans, who can’t seem to get out of their own way, just nominated a presidential ticket with two white guys — in case anyone noticed. No one seems to think that combination is odd. (Just sayin'.)

Democrats have an opportunity to shake up the electoral playbook now that President Joe Biden has announced that he does not plan to run for re-election. But let’s be honest here about another reality: Democrats haven’t exactly been endearing themselves lately to the American electorate.

Yes, Democrats passed a landmark infrastructure bill that will help to fix roads that still seem to have Reagan-era potholes and cracks. But that was in 2021. And far too many of those potholes haven't been filled yet as the money trickles down to various state and local governments.

And yes, Democrats in Congress blunted the so called “red wave” of 2022 — if “blunt” is an accurate description of losing control of the House of Representatives.

But the nagging problem of rising grocery and gasoline prices and the turnstile, catch-and-release security system at the Mexican border for so-called "asylum seekers" hasn’t exactly instilled confidence that the Democrats know what they are doing. Funny how Harris, 59, did not mention this in her first speech on Monday after being anointed as the replacement for 81-year-old Biden.

Democrats could capitalize on some fresh faces

So a major shake-up of presidential politics could come in handy. After Biden’s sad debate performance a month ago, which revealed in shocking ways how aging may have taken a toll on his basic ability to annunciate a complete sentence without tripping over his words, it also wouldn’t hurt to show that Democrats aren’t afraid of a little excitement.

More importantly, a strong argument can be made that Whitmer, who turns 53 the day after Harris’s likely official nomination as the Democratic presidential candidate next month at the Democratic National Convention in Chicago, actually may be the most qualified vice presidential candidate anyway on the Democratic bench. Whitmer, for her part, has said in interviews this week that she intends to stay in office in Michigan. Still, she could be a major asset to Harris.

So far, five white Democrats have been singled out as the top vice presidential choices for Harris. All are men.

There is Sen. Mark Kelly, 60, of Arizona, a former astronaut and Gulf War combat fighter pilot who knows how to win in a “purple” state. And four sitting governors: Josh Shapiro, 51, of Pennsylvania, Andy Beshear, 46, of Kentucky, J.B. Pritzker, 59, of Illinois and Roy Cooper, 67, of North Carolina.

All five are smart, level-headed and articulate. To say that they are solid candidates for elected positions is an understatement. But they don’t have the kind of in-the-trenches government experience that Whitmer could bring to the vice presidential job.

For nearly a quarter century, Whitmer has held a variety of positions in Michigan state government — since 2019 as the state’s governor.

As governor, she delivered the Democratic response to then-President Donald Trump’s 2020 State of the Union address. A month later, as the COVID-19 virus swept through America and Trump struggled to find a correct and clear path of leadership and talked of possibly injecting bleach into people’s bodies, she emerged as one of the first governors to take the controversial but necessary step of issuing a stay-at-home order for Michigan residents. It was a clear-eyed stance -- indeed, a necessary stance. And it was not received well at first.

A right-wing coalition, partly inspired by conspiracy theorist and purveyor of falsehoods Alex Jones, responded by organizing a protest — with some of the protesters toting guns — at the Michigan state capitol in Lansing.  Another group took Whitmer to court in a failed attempt to overturn her anti-COVID measures. Trump, meanwhile, derided her as “that woman in Michigan.” And, in October 2020, the FBI foiled a plot by an ultra-right group to kidnap Whitmer.

None of these stunts worked. In the end, voters approved of Whitmer’s get-tough approach. She was re-elected with an 11 percent margin of victory — all this, in a so-called “swing” state that is considered tough to win for Democrats but nevertheless a key to any presidential candidate’s victory. 

Mike Kelly: J.D. Vance a shrewd pick for VP. Can Trump capitalize on running mate's strengths?

Solving problems? What a concept for American politicians

In what might be called a victory toast last year, Whitmer even drank a beer during a TV interview and declared that politicians ought to “try to solve problems instead of just feeding frenzies and anger.” 

Gee, what a concept: solving problems and not feeding frenzies and anger. (Republicans, are you listening?)

I realize that picking two women for the presidential ticket would be unprecedented, especially when American voters have never elected a female president. 

But why not this year? 

Mike Kelly is an award-winning columnist for NorthJersey.com, part of the USA TODAY Network, as well as the author of three critically acclaimed nonfiction books and a podcast and documentary film producer. A paperback edition with an updated epilogue of his 1995 book, "Color Lines," which chronicles race relations in a small New Jersey town after a police shooting and was called "American journalism at its best" by the Washington Post, was released last year. To get unlimited access to his insightful thoughts on how we live life in the Northeast, please subscribe or activate your digital account today.

Email: [email protected]

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NEET UG 2024 Supreme Court Hearing Updates: SC dismisses plea to cancel exams, NTA to declare revised result

Nta neet ug 2024 supreme court hearing: the supreme court today commenced hearing on a batch of petitions related to the controversy-ridden medical entrance exam, neet-ug 2024. meanwhile, iit-delhi's report stated option 4 is the correct answer for the physics question..

NEET UG 2024 SC Hearing: The Supreme Court on July 23 dismissed the plea demanding cancellation and re-test of NEET UG 2024 exam. CJI said there was no data on record to indicate a systemic leak of question paper and other malpractices. Education Minister, meanwhile, has asked NTA to issue a revised merit list , a move that will affect 44 exam toppers who may see their ranks slip by at least 88 position.

The Central Bureau of Investigation Tuesday confirmed before the Supreme Court that the paper leak in the NEET-UG case had occurred in Hazaribagh centre . An officer from the CBI told that some gadgets of the involved gang were burnt, and a few others were recovered yesterday, which will now be investigated.

Further, the CJI on Tuesday said that they have received the IIT Delhi report led by director Prof Banerjee and it says option 4 is the correct answer. He further added that the Court accepts IIT Delhi report and accordingly NTA shall re-tally the NEET UG result on the basis that option 4.

Catch LIVE Updates on NEET UG Supreme Court hearing in Hindi

Another plea from Madhya Pradesh demanded exemption from re-test, if SC orders, for tribals and rural students.

Senior advocate Hooda told the top court that the paper leak took place through WhatsApp so it was impossible that it was confined only to Patna in Bihar. “Solvers were taken from Rajasthan . Dissemination was through WhatsApp. It is not possible that the leak is confined to Patna,” he said. He further said that if the apex court is “not considering re-NEET, at least qualified people should be asked to re-take the exam, which will be about 13 lakh people.”

The bench comprising Chief Justice of India, DY Chandrachud, Justices JB Pardiwala and Manoj Misra is hearing nearly 40 pleas related to the alleged irregularities on the National Eligibility cum Entrance Test, Undergraduate (NEET UG) 2024.

Watch Live Supreme Court NEET 2024 hearing 

NTA NEET UG 2024 Supreme Court Hearing Live: When and where will NEET UG revised result be announced?

The NEET UG revised result after considering the correct option for the controversial physics question will be announced likely tomorrow. The official website -- exams.nta.ac.in/NEET/ will make the NEET UG revised result link available.

NTA NEET UG 2024 Supreme Court Hearing Live: Human error only in 0.3% centres

'Out of over 4,000 NEET UG centres, the human error happened only at 0.3% centres and rest of the centres understood. So the system as whole has worked,' explained SG.

NTA NEET UG 2024 Supreme Court Hearing Live: What did Question No 19 of physics ask?

This year, the multiple-choice Physics question on atoms was based on two statements.

The first said: “Atoms are electrically neutral as they contain equal numbers of positive and negative charges.” The second statement said: “Atoms of each element are stable and emit their characteristic spectrum.”

As an MCQ question, candidates were asked to choose the “most appropriate answer” from four options - one: First is correct but second is incorrect; Two: first is incorrect but second is correct; Three: both first and second statements are correct; Four: both statements are incorrect.

NTA NEET UG 2024 Supreme Court Hearing Live: When will counselling start?

The NEET UG counselling for the all Indian quota seats will start soon. The notification along with the registration dates will be announced at the MCC website.

NTA NEET UG 2024 Supreme Court Hearing Live: Correct answer to the controversial physics question

The Bench of Chief Justice of India D Y Chandrachud and Justices J B Pardiwala and Manoj Misra also asked the National Testing Agency (NTA) to revise the NEET-UG results by correcting the error of awarding marks for two options to a Physics multiple choice question, and asked it to treat only one — option 4 — as the correct answer.

On Monday, the SC had asked the IIT-Delhi director to constitute a team of three experts to look at the question and inform it of the correct answer.

NTA NEET UG 2024 Supreme Court Hearing Live: 'Oppn tried to create anarchy using NEET issue', says Pradhan

The Union Education Minister Dharmendra Pradhan on Tuesday accused the opposition of trying to create "anarchy" and "civil unrest" using the NEET-UG issue and said with the Supreme Court verdict related to the controversy-ridden exam, "truth has prevailed".

The opposition should apologise to students and their parents for "misleading" them, Pradhan said as he announced that the final results for the medical entrance 2024 NEET-UG exam will be declared within two days according to the observations made by the Supreme Court.

The court on Tuesday dismissed the pleas seeking cancellation and re-test of the 2024 NEET-UG, holding that there was no evidence on record to conclude that it was "vitiated" on account of "systemic breach" of its sanctity.

The interim verdict, to be followed by a detailed and reasoned order, came as a shot in the arm for the embattled BJP-led NDA government and the National Testing Agency (NTA), which were facing strong criticism and protests, on streets and in Parliament, over alleged large-scale malpractices like question paper leak, fraud and impersonation in the prestigious test held on May 5.

The revised final results of the exam will be announced taking into account marks of a physics question, which the NTA said had two correct answers. The revised result likely to reduce the number of toppers as 44 out of 61 toppers had shared the top rank because of this.

NTA NEET UG 2024 Supreme Court Hearing Live: Highlights from Supreme Court verdict

- SC holds there is no evidence on record to conclude that NEET-UG 2024 was “vitiated” on account of “systemic breach” of its sanctity. - SC, instead of reserving the judgement, dictates operative parts and says there is an urgent need to provide certainty and finality to the dispute which affects the career of over 2 million students. - SC says data on record is not indicative of a systemic leak of question paper which would indicate a disruption of the sanctity of the examination. - SC says ordering re-test would be replete with serious consequences for over 24 lakh students who appeared in the exam. * SC says ordering a re-test would cause disruption of admission schedule, have cascading effect on the course of medical education and impact availability of qualified medical professionals in the future. - SC says directing a re-test would be seriously disadvantageous for the marginalised groups for whom reservation was made in allocation of seats. - SC trashes submissions that leak was systemic in nature, and coupled with structural deficiencies, left the court with the only option of ordering re-test. - SC says the fact that leak of NEET-UG 2024 question paper took place in Hazaribagh and Patna is not in dispute. * SC says if CBI probe reveals an increased number of beneficiaries, suitable action can be taken against such students. - SC says no student, who is revealed to have been in this fraud or a is a beneficiary, would be entitled to claim any vested right in continuation of admission. - SC accepts report of IIT Delhi experts on a controversial physics question, asks NTA to revise merit list accordingly. - SC allows candidates, who have personal grievances, to move the respective HCs after withdrawing their pleas from apex court.

NTA NEET UG 2024 Supreme Court Hearing Live: Mixed reactions from students on revised result

The candidates immediately impacted by the decision offer a mixed reaction on the same. Since a leak has been admitted by both NTA, and the Top Court, some students raise concerns of improper filtration of malpractice. While the court stated clearly that the CBI investigation will continue and action will be taken corresponding to any new findings, students fear that any malpractice that has potentially gone undetected thus far is still a compromise of the fairness of their result. “We expected filtration if not a retest” says an aspirant when asked on her views on judgement. While the nervousness around further revelation of malpractice pertains, students are also worried about the impact of the markings of the ambiguous question on their result. A student who obtained 608 marks in the previously announced results and wishes to remain unnamed told The Indian Express “I will lose 5 marks, which means a total of 603. Five marks is a lot of ranks.” For an exam that forms the basis of admission into every medical college across the country, a change of every one mark, entails a change of multiple ranks. Some students on the other hand are relieved over the said verdict. Suhani, an aspirant who scored 550 marks, mentioned that in their preparation of two or more years, students ‘build a certain momentum’. “To expect us to give the exam again after a break of two months would be unfair”. She also told us that many students are unsure of the exam being free of malpractice provided the cases that have come forth in states like Patna. However, students like Suhani who are satisfied with their result are relieved that they would not have to reappear for the exam and risk their present score to another. With regard to the marking of the ambiguous question, she said “NTA took too long to decide”. Had the instructions on the right option been clearer, students would’ve been mentally prepared amidst the chaos and uncertainty around the exam. Most students however are relieved that at least the admission and counselling for medical colleges would begin shortly, without delaying the academic calendar any further.

(With inputs from Adya Joshi)

NTA NEET UG 2024 Supreme Court Hearing Live: Did NTA announce the result date?

The NTA has not yet announced the NEET UG revised result date.However, on July 23, the Education Minister said that it will be out in two days.

NTA NEET UG 2024 Supreme Court Hearing Live: What Dharmendra Pradhan has to say?

On Tuesday, after the  Supreme Court verdict , Union Education minister  Dharmendra Pradhan  told reporters that the NTA would release a new merit list in two days. Welcoming the Supreme Court’s rejection of the demands for cancelling NEET-UG, Pradhan said: “Truth prevails, we welcome the order of the Supreme Court. We have said from the beginning, our priority is the students of the country… over the past two months, the government’s stand has been that there has been no large-scale breach. Today, in the Supreme Court, this was shown to be right.”

NTA NEET UG 2024 Supreme Court Hearing Live: NTA to issue revised merit list in two days, 44 toppers to see ranks slip by at least 88 positions

Keeping in line with the directions of the Supreme Court, the National Testing Agency (NTA) is expected to issue a revised merit list for the NEET undergraduate examination, a move that will affect 44 exam toppers who may see their ranks slip by at least 88 positions, if not more, The Indian Express has learned.

In the results announced on June 4, there were a record 67 candidates who had scored a perfect 720 marks and tied for the top spot. Of these, six topped due to being compensated with extra marks for time lost during the examination because of mistakes made by invigilators. Apart from that, as many as 44 made it to the top because they got an answer to a basic physics question wrong and received “grace marks” for it.

NTA NEET UG 2024 Supreme Court Hearing Live: 'Paper leak not in dispute'

'The fact that the leak of NEET Ug 2024 took place at Hazaribagh, the state of Jharkhand and Patna is not in dispute,' says CJI

NTA NEET UG 2024 Supreme Court Hearing Live: Revised result

Nta neet ug 2024 supreme court hearing live: sc rules out cancellation and retest.

“The Court realises that directing a fresh NEET UG for the present year would be replete with serious consequences which will be for over 24 lakh students who appeared in NEET… and cause disruption of admission schedule, cascading effects on the course of medical education,” CJI Chandrachud said.

Read full report here

NTA NEET UG 2024 Supreme Court Hearing Live: What was the Q19 of Physics being talked about?

This year, a multiple-choice Physics question on atoms opened the floodgates for high scores. The question was based on two statements.

As an MCQ question, candidates were asked to choose the “most appropriate answer” from four options: one: First is correct but second is incorrect; Two: first is incorrect but second is correct; Three: both first and second statements are correct; Four: both statements are incorrect.

NTA NEET UG 2024 Supreme Court Hearing Live: Will there be a NEET retest?

No, the Supreme Court today announced that there will not be a NEET retest as 'ordering cancellation of the entire exam is neither justified on application of settled principles propounded by this court on the basis of material on record'

NTA NEET UG 2024 Supreme Court Hearing Live: Only option 4 correct in Physics question controversy

CJI states that only option 2 and 4 are mutually exclusive and cannot stand together. So, option 4 of Q19 of Physics to be treated as correct, as per the IIT Delhi report.

NTA NEET UG 2024 Supreme Court Hearing Live: Cancellation not justified

'Ordering cancellation of the entire exam is neither justified on application of settled principles propounded by this court on the basis of material on record,' CJI dictates.

NTA NEET UG 2024 Supreme Court Hearing Live: Systematic breach or not? SC declares

'At the present stage there is absence of material on record to lead to conclusion that result of the exam is vitiated or that there is a systemic breach of the sanctity of th exam. Data on record is not indicative of a systemic leak of the question paper which would indicate a disruption of the sanctity of the exam,' CJI dictates.

NTA NEET UG 2024 Supreme Court Hearing Live: Judgement reserved

The arguments have been heard and the judgemenet has been reserved, says CJI

NTA NEET UG 2024 Supreme Court Hearing Live: CJI dictates petitioner's request

'Petitioner state that the leak which took place during course of NEET UG exam was systemic in nature and coupled with the structural definciences the only course of action permissible would be to conduct a re-test,' CJI dictates.

The CJI led bench is currently dictating the verdict on whether or not there will be a NEET retest.

NTA NEET UG 2024 Supreme Court Hearing Live: Bench resumes NEET hearing

The bench comprising Chief Justice of India, DY Chandrachud, Justices JB Pardiwala and Manoj Misra has returned to the Court, and is now starting to dictate the verdict.

NTA NEET UG 2024 Supreme Court Hearing Live: Verdict soon

Supreme Court bench to come back after 5 minutes

NTA NEET UG 2024 Supreme Court Hearing Live: Court resumes hearing even after 4 pm

While the Supreme Court usually concludes hearings till 4 pm, the Bench is still presiding over the NEET hearing even though it is well pass 4 pm. The CJI had earlier stated that he wishes to conclude the NEET hearings today.

NTA NEET UG 2024 Supreme Court Hearing Live: Adv Matthew returns

Adv Matthew is now addressing the Bench after he was earlier asked to leave the Court by the CJI after allegations of interfering Adv Hooda.

NTA NEET UG 2024 Supreme Court Hearing Live: 'Video of man says leak happened before papers went in trunks'

'It is clear that on night of May 4 students were asked to solve the papers, memorized and even then failed. Thus it shows that for leak adequate timeline is needed and a brief timeline is not possible. There is a video of the man when he was not arrested and he says that leak happened even before the papers went in the trunks,' says Adv Hegde

NTA NEET UG 2024 Supreme Court Hearing Live: Adv Hegde raises question on Sanjeev Mukhiya

'Sanjeev Mukhiya not only has a history in leaks, but is now a big investor in these (paper) leaks,' says Adv Hegde

NTA NEET UG 2024 Supreme Court Hearing Live: Adv Hegde addresses Bench

Adv Sanjay Hegde is now addressing the Supreme Court bench

NTA NEET UG 2024 Supreme Court Hearing Live: 'Why will accused confess to widespread leak?'

'Why will the accused admit that the leak was widespread and they have a few more post-dated cheques?' questions Adv Hooda.

NTA NEET UG 2024 Supreme Court Hearing Live: 'OMR and question paper in same same envelope'

While Adv Hooda claimed that the question paper was transported through e-rockshaw, the Solicitor General has argued that it was the OMR sheets and not the question papers.

'OMR sheets and question papers are in the same envelope,' Adv Hooda strikes back.

NTA NEET UG 2024 Supreme Court Hearing Live: 'Why was Rajasthan incident not caught in CCTV?'

'In Rajasthan centre, the NTA claims that they got to know two hours that the wrong medium question paper was given. How was that not registered in their CCTV?' argues Adv Hooda.

NTA NEET UG 2024 Supreme Court Hearing Live: 'Principal says not a minute's delay'

'The Principal is on record.. she says not a minute delay.. canara bank paper was given.. when they realised NTA was contacted and NTA said let them attempt canara bank.. it is on record and the video can be played now,' argues Adv Hooda.

NTA NEET UG 2024 Supreme Court Hearing Live: 'Leak at Hazaribagh school on morning of test,' says CBI

In a hearing before the SC, the CBI said that the leak occurred at Hazaribagh’s Oasis School on May 5 — the day of the exam. It also confirmed that the paper was also solved in the same school.

“We have CCTV footage to show that the main accused Pankaj Kumar alias Aditya has accessed the strongroom in the Oasis School. The front door was locked in front of everybody and the key was with the Centre Superintendent. However, the inside bolt of the rear door was kept deliberately open by the Centre Superintendent as well as the city coordinator as part of the conspiracy to allow somebody to enter. Accused Pankaj Kumar enters the campus at 7.12 am and sits in the staff room adjacent to the strong room. So, at 7.53 am the front door of the string room was locked… from the rear door at 8.02 am, this man entered from behind and left at 9.23 am,” the CBI said.

Read the full report here

NTA NEET UG 2024 Supreme Court Hearing Live: Systematic failure or not?

'Whether there is a systematic failure or not, they will come to this conclusion only after the investigation is complete,' says Adv Hooda.

NTA NEET UG 2024 Supreme Court Hearing Live: We cannot say leak confined to 2 cities

'We cannot say that the leak has been confined to Hazaribagh and Patna as the investigation is ongoing, but for now it is confined to Patna and Hazaribagh,' says CJI.

NTA NEET UG 2024 Supreme Court Hearing Live: CBI officer used 'so far'

The CBI officer has used the word 'so far' they have not gone beyond Patna and Hazaribagh, says Adv Hooda.

NTA NEET UG 2024 Supreme Court Hearing Live: 'How can CBI say leak was localised?'

'Since the mobile phones have still not been recovered, we cannot say that the leak did not take place beyong Patna and Hazaribagh,' argues Adv Hooda.

NTA NEET UG 2024 Supreme Court Hearing Live: 'Sanjeev Mukhiya still not arrested'

'The main mastermind Sanjeev Mukhiya who was involved in 5 paper leak cases yet to be arrested,' alleges Adv Hooda.

NTA NEET UG 2024 Supreme Court Hearing Live: 'We have to use same yardstick for everybody'

On a counsel requesting that students from Naxal and remote areas be exempted in case of a retest, the CJI has argued that the Supreme Court has 'to use same yardstick for everybody' and the rule should be the same for everyone.

NTA NEET UG 2024 Supreme Court Hearing Live: -4 or -5? CJI gives a 'fair' solution

The Supreme Court bench has suggested that option 4 of Q19 of Physics section should be treated as correct, and thus the bonus marks should be taken back, but negative marking (-1) should not be applied for this one question.

NTA NEET UG 2024 Supreme Court Hearing Live: SG talks about allegations of IITM director being involved with NTA

'There was a faint attempt to allege bias on IIT Madras director.. but he is member of general body who takes call on policy decisions. He did not attend any meetings,' submits SG to SC.

NTA NEET UG 2024 Supreme Court Hearing Live: 'Rules of the game cannot be changed mid-way,' says a petitioner

'While attempting this question, she was faced with two situations. If she would not have attempted the question, it would have bene -4 for her, so she would have scored 716. If the current choice is deemed as correct she will get -5, she will be scoring 715. This is lesser than what she would have scored if she didn't attempt the question. Also, there is no whisper that the book has been changed. The rules of the game cannot be changed mid-way,' says another Counsel.

NTA NEET UG 2024 Supreme Court Hearing Live: Over 9 lakh students gave right answer

'The larger portion of students gave right answer'

NTA NEET UG 2024 Supreme Court Hearing Live: 'Question is of understanding,' says Bench

'The question here is not of rote learning but of understanding,' says Supreme Court Bench

NTA NEET UG 2024 Supreme Court Hearing Live: NCERT Book changed in November 2022

'The wrong answer published by NCERT since years...the revised version was brought in from November 2022 and students had already started preparing for NEET by then,' says SG.

NTA NEET UG 2024 Supreme Court Hearing Live: Trick question?

Solicitor General labels Physics Q19 as a 'trick' question instead of ambigous question

NTA NEET UG 2024 Supreme Court Hearing Live: SG discusses Physics question

'I have received several emails and I don't mean to rely on them, but the old books are available in the market...' says SG

NTA NEET UG 2024 Supreme Court Hearing Live: Leak was localised

The Solicitor General states that the leak was localised

NTA NEET UG 2024 Supreme Court Hearing Live: Some student passed the question paper on Telegram after May 5, claims SG

'After examination was over, some student either uploaded the question paper himself or gave it to someone. In order to hide their identity, they masked the unique number,' says Solicitor General.

NTA NEET UG 2024 Supreme Court Hearing Live: Bench questions SG over Telegram leak

Is there any forensic evidence that the Telegram paper was in the same pattern as the actual question paper, or whether the same format/font was used, asks the Bench from Solicitor general.

NTA NEET UG 2024 Supreme Court Hearing Live: SG proves in Court that the Telegram group was created on May 6

'One of our officers also joined the group just to collect evidence. The account was created on May 6 and uploaded on May 7 and manipulated to show as if before May 5,' claims Solicitor General.

NTA NEET UG 2024 Supreme Court Hearing Live: Paper leak on May 5, says SG

The fact that students got only a few hours to rlearn the answers and that shows in their results. 'They were only two students who got 573 and 581,' says CJI trying to prove that the paper leak took place on the morning of May 5.

NTA NEET UG 2024 Supreme Court Hearing Live: 'They (gang) were novices'

'Beneficiary figures will not cross 155. They did not even know how to burn these papers you see..they were just novices,' argues Solicitor General

NTA NEET UG 2024 Supreme Court Hearing Live: 'We cannot keep them hanging'

If we are ordering a retest, students must know that they have to start preparing and if we do not then that they should also know. We cannot keep them hanging, hence we have to wrap the hearing today; it is not correct from institutional perspective also,' CJI tells Solicitor General, who then assures that he will only take 2-25 minutes more.

NTA NEET UG 2024 Supreme Court Hearing Live: Hearing resumes

The bench comprising Chief Justice of India, DY Chandrachud, Justices JB Pardiwala and Manoj Misra has resumed hearing nearly 40 pleas related to the alleged irregularities on the NEET UG 2024. 

NTA NEET UG 2024 Supreme Court Hearing Live: What did CBI prove in Court?

The CBI officer, till now, has proved in court that the paper leak was not widespread and was limited to Hazaribagh, and then later transmitted to one centre in Patna. Through this, the CBI, Centre and NTA have tried to prove that the paper leak was not widespread and limited to a couple of centres.

NTA NEET UG 2024 Supreme Court Hearing Live: Bench rises for lunch

The Bench comprising Chief Justice of India, DY Chandrachud, Justices JB Pardiwala and Manoj Misra will now re-convene after lunch, i.e. at 2 pm.

NTA NEET UG 2024 Supreme Court Hearing Live: 'There was a leak...,' says CJI

'Now we know that there was a leak very much and that it originated in Hazaribagh and was transmitted to Patna,' says CJI.

NEET 2024 Supreme Court Hearing Updates: In July 22 hearing, the counsel said there's an organised gang, which has a prior experience to leak the paper; it is their business model. They refer to the In Tanwi Sarwal case where the Court ordered re-test for AIPMT for about 6 lakh students, when at least 44 were found to have taken unfair means. "Even if, one undeserving candidate, a beneficiary of such illegal machination, though undetected is retained in the process it would be in denial of, the claim of more deserving candidates"- another counsel quoted from the Tanvi Sarwal case.

Meanwhile, the counsel informs 44 students got full marks because of the grace marks given for this ambiguous question to which CJI raises doubt. He said: "The instructions are that go by the latest NCERT edition. Option 4 is the correct answer as per the latest NCERT edition. Then those who answered option 2 cannot be given full marks. There, I think they may have a point."

The counsel has alleged irregularity in the IIT Madras report submitted at the apex court. "One Hardayal School from Bahadurgarh has a special story...there were 6 people...What happened in Bahadurgarh is glaring. NTA never disclosed that the question paper taken from Canara Bank was distributed. There was no delay. The principal of school is on record that they collected papers from SBI and Canara Bank," said Hooda.

However, the CJI told the petitioners: "You have to show us that the leak was so systemic and affected the entire examination so as to warrant the cancellation of the entire exam. The re-examination has to be on concrete footing that the sanctity of entire test was affected."

The top court judges also said that since the CBI probe is on, if the agency's report is revealed, it will affect the investigation as people will become wise.

Meanwhile, CBI has detained four MBBS students from AIIMS Patna in connection with the alleged leak of the NEET UG. “The CBI had shared phone numbers and photographs of some of our students. The agency then took the MBBS students under detention,” said Gopal Krishna Pal, executive director of AIIMS Patna. He said the students were cooperating with the CBI.

While hearing on marks inflation and alleged paper leak, the top court has asked the NTA to inform that out of the students who changed exam cities, how many made it to the top 1.08 lakh and is there any skew in favour of those who registered on April 9 and 10.

The bench also questioned the Centre’s stand that the alleged leak of question papers in Hazaribagh had occurred just one hour before the start of the exam, and termed it far-fetched.

CJI has asked four questions to NTA: 1. How many centres were Canara bank papers distributed?

2. Out of those centres, in how many centres, were the correct question booklets (SBI paper) replaced?

3. How many centres were the papers evaluated for Canara bank papers?

4. Once the Canara bank papers were evaluated, how did the candidates fare?

Moreover, the petitioners' counsel informed the apex court that NTA admitted to paper leak, dissemination of leaked question paper through WhatsApp, as per PTI. "Statements are at variance. One statement says the leak happened on the 4th night, second statement says it was received on WhatsApp on the 5th morning. Amit Anand's statements are at variance," said the CJI, as per LiveLaw.

CJI further said: "We don't have any material so far to show the leak was so widespread and spread across the country."

On July 22, NTA Counsel, Solicitor General admitted that wrong question paper booklets were distributed at eight centres across the country, but "the difficulty level is of the same level," so the NTA deemed it fit to let students continue appearing for the wrong question booklet. The number of candidates who got Canara bank paper are slightly over 3000, NTA Counsel admits.

Advocate Hooda said that 69 students scored above 650 and 241 got above 550. "Their city coordinators are owners of these schools. These are private schools and invigilators are the teachers of these private schools and it cannot be ruled out that there could be a nexus between the coaching centres and the private schools...its completely privatised. In Sikar, there are 48 private schools who are just affiliated by CBSE, not CBSE run."

CJI asks whether this be a "ground to cancel the exam in entirety or to cancel the exam in Sikar?

The Supreme Court on July 18 directed the National Testing Agency (NTA) to publish the results of all NEET-UG candidates by Saturday 12 pm on their website — city-wise and centre-wise, masking the identity of the aspirants.

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