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9 Creative Case Study Presentation Examples & Templates

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

sample case study presentation

Dominika Krukowska

9 minute read

Case study presentation examples

Short answer

What makes a good case study presentation?

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

Dull case studies can cost you clients.

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

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

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

Benefits of including interactive elements in your case study presentation

More decks read in full

Longer average reading time

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

Let’s go!

How to create a case study presentation that drives results?

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

Here's how you can do it:

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

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

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

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

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

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

where case studies fit in the marketing funnel

How to write an engaging case study presentation?

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

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

4 best format types for a business case study presentation:

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

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

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

How to write the perfect case study

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

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

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

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

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

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

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

Here’s our recommended storyline framework:

How to write a presentation storyline that creates interest

How to motivate readers to take action?

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

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

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

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

Here’s how you can do it with Storydoc:

Storydoc next step slide example

How to adapt your presentation for your specific audience?

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

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

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

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

How to design a great case study presentation?

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

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

Add interactive elements

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

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

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

Which of these presentations would you prefer to read?

Static PDF example

Use narrated content design (scrollytelling)

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

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

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

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

Here’s an example of Storydoc scrollytelling:

Narrator slide example

Bring your case study to life with multimedia

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

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

Prioritize mobile-friendly design

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

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

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

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

Static PDF example

Streamline the design process

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

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

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

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

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

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

Auto design adjustment

Case study presentation examples that engage readers

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

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

What makes this deck great:

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

Light mode case study

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

Marketing case study

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

UX case study

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

Business case study

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

Modern case study

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

Real estate case study

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

Medical case study

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

Dark mode case study

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

Grab a case study presentation template

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

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

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

sample case study presentation

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

sample case study presentation

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Business growth

Marketing tips

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

Hero image with an icon representing a case study

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

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

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

What is a case study?

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

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

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

16 case study examples 

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

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

1. .css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

On top of a background of coffee beans, a block of text with percentage growth statistics for how AdRoll nitro-fueled Volcanica coffee.

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

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

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

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

2. Taylor Guitars and Airtable

Screenshot of the Taylor Guitars and Airtable case study, with the title: Taylor Guitars brings more music into the world with Airtable

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

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

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

3. EndeavourX and Figma

Screenshot of the Endeavour and Figma case study, showing a bulleted list about why EndeavourX chose Figma followed by an image of EndeavourX's workspace on Figma

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

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

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

4. ActiveCampaign and Zapier

Screenshot of Zapier's case study with ActiveCampaign, showing three data visualizations on purple backgrounds

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

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

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

5. Ironclad and OpenAI

Screenshot of a video from the Ironclad and OpenAI case study showing the Ironclad AI Assist feature

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

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

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

6. Shopify and GitHub

Screenshot of the Shopify and GitHub case study, with the title "Shopify keeps pushing ecommerce forward with help from GitHub tools," followed by a photo of a plant and a Shopify bag on a table on a dark background

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

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

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

7 . Audible and Contentful

Screenshot of the Audible and Contentful case study showing images of titles on Audible

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

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

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

8 . Zoom and Asana

Screenshot of Zoom and Asana's case study on a navy blue background and an image of someone sitting on a Zoom call at a desk with the title "Zoom saves 133 work weeks per year with Asana"

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

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

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

9 . Hickies and Mailchimp

Screenshot of the Hickies and Mailchimp case study with the title in a fun orange font, followed by a paragraph of text and a photo of a couple sitting on a couch looking at each other and smiling

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

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

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

10. NVIDIA and Workday

Screenshot of NVIDIA and Workday's case study with a photo of a group of people standing around a tall desk and smiling and the title "NVIDIA hires game changers"

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

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

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

11. KFC and Contentful

Screenshot of KFC and Contentful's case study showing the outcome of the study, showing two stats: 43% increase in YoY digital sales and 50%+ increase in AU digital sales YoY

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

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

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

12. Intuit and Twilio

Screenshot of the Intuit and Twilio case study on a dark background with three small, light green icons illustrating three important data points

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

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

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

13. Spotify and Salesforce

Screenshot of Spotify and Salesforce's case study showing a still of a video with the title "Automation keeps Spotify's ad business growing year over year"

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

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

Takeaway: Invest in videos that capture and promote your partnership with your case study subject. Video content plays a promotional role that extends beyond the case study in social media and marketing initiatives .

14. Benchling and Airtable

Screenshot of the Benchling and Airtable case study with the title: How Benchling achieves scientific breakthroughs via efficiency

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

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

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

15. Chipotle and Hubble

Screenshot of the Chipotle and Hubble case study with the title "Mexican food chain replaces Discoverer with Hubble and sees major efficiency improvements," followed by a photo of the outside of a Chipotle restaurant

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

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

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

16. Hudl and Zapier

Screenshot of Hudl and Zapier's case study, showing data visualizations at the bottom, two photos of people playing sports on the top right , and a quote from the Hudl team on the topleft

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

The Zapier format provides nuggets of high-level insights, milestones, and achievements, as well as the challenge, solution, and results. My favorite part of this case study is how it's supplemented with a blog post detailing how Hudl uses Zapier automation to build a seamless user experience.

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

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

3 case study templates

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

Case study template 1

Screenshot of Zapier's first case study template, with the title and three spots for data callouts at the top on a light peach-colored background, followed by a place to write the main success of the case study on a dark green background

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

Case study template 2

Screenshot of Zapier's second case study template, with the title, objectives, and overview on a dark blue background with an orange strip in the middle with a place to write the main success of the case study

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

Case study template 3

Screenshot of Zapier's third case study template, with the places for title, objectives, and about the business on a dark green background followed by three spots for data callouts in orange boxes

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

Tips for writing a case study

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

Writing a good case study comes down to a mix of creativity, branding, and the capacity to invest in the project. With those details in mind, here are some case study tips to follow:

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

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

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

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

Use automation to drive results for your case study

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

In fact, with the right technology, it can be refined to work better . Explore how Zapier's automation features can help drive results for your case study by making your case study a part of a developed workflow that creates a user journey through your website, your case studies, and into the pipeline.

Case study FAQ

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

What is an example of a case study?

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

How do you write a case study?

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

What is the format of a case study?

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

Related reading:

How Hudl uses automation to create a seamless user experience

How to make your case studies high-stakes—and why it matters

How experts write case studies that convert, not bore

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Hachem Ramki

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

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Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

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

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

PowerPoint Single-Slide Case Study Presentation Template

Single-Slide Case Study Presentation Example Template PowerPoint

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

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

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

PowerPoint Marketing Case Study Template

Marketing Case Study Example Template PowerPoint

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

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

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

PowerPoint Problem-Solution-Impact Case Study Template

Problem-Solution-Impact Case Study Example Template PowerPoint

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

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

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

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

PowerPoint Comparative Study Template

Comparative Study Example Template PowerPoint

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

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

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

PowerPoint Customer Journey Case Study Template

Customer Journey Case Study Example Template PowerPoint

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

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

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

PowerPoint Case Study Storyboard Template

Case Study Storyboard Example Template PowerPoint

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

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

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

Key Components of Successful Case Study Presentations

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

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

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

Different Types of Case Study Presentations

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

The following list outlines various types of case study presentations:   

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

Expert Tips for Case Study Presentations

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

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

Gayle Kalvert

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

Cari Jaquet

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

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

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

Streamline and Collect All the Elements Needed for a Case Study with Smartsheet

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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Blog Graphic Design

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

By Alice Corner , Jan 12, 2023

Venngage case study examples

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

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

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

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

Click to jump ahead:

  • What is a Case Study?

Business Case Study Examples

Simple case study examples.

  • Marketing Case Study Examples

Sales Case Study Examples

  • Case Study FAQs

What is a case study?

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

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

Case Study Definition LinkedIn Post

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

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

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

What is a marketing case study?

A marketing case study is a type of marketing where you use your existing customers as an example of what your product or services can achieve. You can also create case studies of internal, successful marketing projects.

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

marketing case study example

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

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

Conduct a B2B case study by researching the company holistically

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

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

Venngage orange marketing case study example

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

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

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

Highlight the key takeaway from your marketing case study

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

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

Purple SAAS Business Case Study Template

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

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

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

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

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

Purple SAAS Business Case Study Template Header

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

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

Use charts to visualize data in your business case studies

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

Making charts is even easier with Venngage.

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

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

Red SAAS Business Case Study Template

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

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

event marketing project management gantt chart example

Use direct quotes to build trust in your marketing case study

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

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

Case study peer recommendation quote

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

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

Contrast Lead Generation Business Case Study Template

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

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

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

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

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

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

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

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

Blue Simple Business Case Study Template

Marketing case study examples

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

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

Show off impressive results with a bold marketing case study

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

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

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

Light simplebusiness case study template

Use a simple but clear layout in your case study

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

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

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

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

Modern lead Generaton Business Case Study Template

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

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

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

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

Social Media Business Case Study template

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

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

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

Color combination examples

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

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

Gray Lead Generation Business Case Study Template

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

Venngage's accessible color palette generator

Add long term goals in your case study

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

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

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

Lead generation business case study template

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

Lead generation case study example short term goals

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

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

Use data to make concrete points about your sales and successes

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

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

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

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

Vibrant Content Marketing Case Study Template

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

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

Case study example pursuasive language

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

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

Bold Content Marketing Case Study Template

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

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

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

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

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

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

Teal Social Media Business Case Study Template

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

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

Make impactful statistics pop in your sales case study

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

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

Coral content marketing case study template.jpg

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

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

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

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

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

Blue case study example case growth

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

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

Blue Content Marketing Case Study Tempalte

Case Study Examples Summary

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

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

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

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

Case Study FAQ

Why should you write a case study.

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

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

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

How should you write a case study?

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

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

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

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

Some good questions you could ask would be:

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

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Case Study Presentation Template

Case studies address consumer challenges and highlight the solutions your service or product can deliver. This kind of presentation helps instill confidence in your brand and convert prospective clients. Include your company background, past customers, a product demonstration or video, and outline how you can provide each client with positive results. A quality case study presentation illustrates real-world success using data. Our case study template will help you keep your clients engaged while you show them potential business solutions in a polished and professional presentation. Communicate your product’s worth, acquire more clients, and increase retention using our case study presentation.

Our case study presentation template can be used as an effective way to:

  • Showcase your success stories
  • Convert prospective clients
  • Up-sell current clients

Use this template to create a professionally designed and memorable case study

A case study requires relevant data and should be designed to inspire confidence and action. Organize your case study presentation and make it memorable by delivering information visually with any combination of our various slides:

Title Slide

Helpful hints for creating effective case studies that convert

A thoughtful presentation can set your brand above the rest. Consider these tips when organizing your case study.

Add visual interest to your presentation by including charts, graphs, and photos. This will help break up your data and make your presentation memorable.

Content heavy presentations work well with simple clean slides that don’t overwhelm your audience. Feel confident leaving blank space on each slide.

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Table of Contents

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

  • May 26, 2022

sample case study presentation

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

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

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

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

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

CRM Marketing Case Study Prompt 

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

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

Here are some things to consider (not exhaustive): 

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

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

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

Product Manager Case Study Solution: Step 1

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

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

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

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

In this case, there are three different parties involved: 

1. The person that needs help

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

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

2. The service professional 

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

3. The company/third party technician

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

Assumptions

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

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

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

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

Product Manager Case Study Solution: Step 2

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

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

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

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

Product Management Case Study Solution: Step 3

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

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

Solve to Qualify the Leads

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

This filter solves the need for the qualification of leads. 

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

Reminder for a Service Professional to Follow up 

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

Redirect Requests

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

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

Product Manager Case Study Solution: Step 4

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

Designs/ Wireframes/ Areas of Improvement 

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

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

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

Case Study Presentation Pro Tip

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

Engineering/User Stories 

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

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

Acceptance criteria: 

Show header text: Request for service professional 

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

Data/Analytics

The next part is all about the numbers: 

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

Future Iterations 

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

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

Potential Challenges 

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

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

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

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

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

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

Executive Summary 

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

Briefly outline: 

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

In this question’s case: 

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

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

Ace Your Product Manager Case Study Solution and Presentation

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

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

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Home PowerPoint Templates Business PowerPoint Templates Business Case Study PowerPoint Template

Business Case Study PowerPoint Template

Master in Business Case Study Slide Design

Business Case Study PowerPoint Template is a professional presentation created to describe Business Case Studies.

A Case Study is a research method consisting of a close and detailed examination of a subject of study (a.k.a “the case”) as well as its related contextual conditions. “The Case” studied can be an individual, an organization, an action or even an event taking place in a specific place and time frame.

The Case Method   is a teaching approach that uses real scenario cases to situate students in the role of the people (generally top management) who faced the decision making process in the specific timeframe, place and environmental condition. This method has become widespread across Business Schools as the standard learning path for the new generation of managers.

Ideal for MBA Students and Candidates that require simple and quick business PowerPoint Templates to complete their analysis for the Case Study, and present it to the class. It is created with high definition background pictures that represent the business metaphor of each section. Also it uses high quality PowerPoint Icons, to represent business ideas and be able to describe conclusions and findings with high visual impact. Business Consultants and Analysts can take advantage of this case study template to present their overall analysis and findings to the executive board or top management.

The structure of our Business Case Study PowerPoint Template consists of the following sections, each of them created through the Harvard Business School Business Case Study Guidelines.

  • Problem and Solution
  • Executive Summary
  • Brief History
  • Business Key Points
  • Key Challenges
  • Industry Analysis
  • Environmental Analysis
  • Financial Performance
  • Company Analysis
  • Key Success Factors
  • Alternative Options
  • Pros & Cons
  • Solution Analysis and Comparison
  • Recommendations

This sections will guide each presenter in to the full description of the Case Study Analysis , engaging the audience with powerful visual components.

Every Shape, Icon and Clipart is 100% editable, allowing the user to customize the complete appearance of the presentation, changing size, color, effects, position, etc. Also, every shape can be reused in existing presentations in the case the presentar desires to decorate existing Business Case Analysis with new high quality PowerPoint Shapes.

Impress your audience with our outstanding  Business Case Studies PowerPoint Template . Create professional PowerPoint presentations that appeal to Global audiences.

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What is a case study.

A case study is a research technique used for an in-depth study or research that provides a better understanding of a topic. A business case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, necessary to convince the audience of your solution. Consider a case study as a way to highlight a strong explanation to a well-defined question regarding your business. For example: Why should the client give you the project? Or Why should your product be used by the client? etc.

Why Use Case Study Templates?

A case study is a  marketing plan presentation  that helps tell the story of how your product or service helps a company achieve its goals. The task is to convince your customers about your company’s capabilities, success stories, and previous experiences. And that requires an excellent case study presentation template. A well-structured business case study template can exponentially increase your chances of convincing your clients.

Case study PowerPoint templates outline a company’s success or efficiency in dealing with different customers and their demands. Whether a product or a service, a case study template is useful for showcasing your strengths and achievements.

Who Can Use A Case Study Template?

Case study template design is widely used for several types of presentations by several business professionals, entrepreneurs, organizations, companies, etc. Business case study templates can be used to:

  • Promote your products and services.
  • Cover short-term and long-term goals of a company.
  • Gather positive feedback from their existing customers.
  • Emotionally persuade your target audience.

What Are The Features Of A Good Case Study Template?

A good case study analysis template should:

  • Highlight key points or your strongest argument in every section to present your in-depth research on the topic
  • Use  powerpoint icons  and data that back up your arguments and make your presentation appealing to the audience
  • Design scientifically to  make an attractive presentation  and raises your chances of success
  • Show a visual hierarchy that creates a contrast between the key facts, significant information, and background data
  • Use a professional color scheme that does not distract the audience from the key content
  • Use engaging visuals that keep the audience interested and encourage two-way communication.

What Is The Purpose Of A Case Study Presentation?

The case study is one of the significant marketing tools that help you tell the story of how your product or service helps your clients achieve their goals. The purpose is to convince your customers about your company’s potential, success stories, and previous experiences. And that requires an excellent case study format. A well-structured case study slide design can exponentially increase your chances of convincing your clients.

What Background Is Best For A Case Study PowerPoint Presentation?

The background matters in a  PowerPoint presentation , use the principles of visual hierarchy and create a contrast between the content and background, to draw attention to the right material on the page. Use color schemes that suit your case study topic, Using the monochromatic theme, which is a classic professional color scheme, will be a safe bet. Typically, use relevant images or clear  powerpoint background  to highlight the case study details.

What Is The Structure Of A Case Study PowerPoint Template?

The objective of the case study PowerPoint template is to highlight the company’s offerings and success with the clients and customers. Keeping that in mind, the case study template should have the following sections:

Problems: This section of your case study template details of the problems of clients you have solved. This is to showcase your experience and area of expertise.

Solutions: This section of the case study showcases the solutions and approaches that you have provided to your existing clients and resulted in success.

Results: This part is an important one, here you showcase positive results your clients got by your solutions and approaches. Showing some specific and detailed examples such as market share, profit margin, etc.

How Long Should A Case Study PPT Template Be?

A case study ppt template is typically one page and in a few cases where you need to show your product or service offerings in detail, it could be an entire presentation. Usually, case studies are appended to the business proposal or  sales process .

What Is The Main Advantage Of A Case Study?

A case study is your concise and well-reasoned argument that convinces the audience for whatever you are trying to convey to them whether it is your research or a business proposal. The main advantage of the case study is that it showcases your potential, success stories, and previous experiences. A well-structured case study can exponentially increase your chances of convincing your clients.

Where Can I Download Case Study PPT Templates?

SlideUpLift has a vast collection of premium and free Case Study PowerPoint Templates to help you showcase your success stories, services, or product analysis in your case study presentation that impresses your clients. We offer unique designs, appealing color themes, and 100% customization. These business case study templates will help you create effective case studies to showcase and analyze your products, customers, and market conditions.

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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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sample case study presentation

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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McCombes, S. (2023, November 20). What Is a Case Study? | Definition, Examples & Methods. Scribbr. Retrieved March 13, 2024, from https://www.scribbr.com/methodology/case-study/

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Case study: 33-year-old female presents with chronic sob and cough.

Sandeep Sharma ; Muhammad F. Hashmi ; Deepa Rawat .

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Last Update: February 20, 2023 .

  • Case Presentation

History of Present Illness:  A 33-year-old white female presents after admission to the general medical/surgical hospital ward with a chief complaint of shortness of breath on exertion. She reports that she was seen for similar symptoms previously at her primary care physician’s office six months ago. At that time, she was diagnosed with acute bronchitis and treated with bronchodilators, empiric antibiotics, and a short course oral steroid taper. This management did not improve her symptoms, and she has gradually worsened over six months. She reports a 20-pound (9 kg) intentional weight loss over the past year. She denies camping, spelunking, or hunting activities. She denies any sick contacts. A brief review of systems is negative for fever, night sweats, palpitations, chest pain, nausea, vomiting, diarrhea, constipation, abdominal pain, neural sensation changes, muscular changes, and increased bruising or bleeding. She admits a cough, shortness of breath, and shortness of breath on exertion.

Social History: Her tobacco use is 33 pack-years; however, she quit smoking shortly prior to the onset of symptoms, six months ago. She denies alcohol and illicit drug use. She is in a married, monogamous relationship and has three children aged 15 months to 5 years. She is employed in a cookie bakery. She has two pet doves. She traveled to Mexico for a one-week vacation one year ago.

Allergies:  No known medicine, food, or environmental allergies.

Past Medical History: Hypertension

Past Surgical History: Cholecystectomy

Medications: Lisinopril 10 mg by mouth every day

Physical Exam:

Vitals: Temperature, 97.8 F; heart rate 88; respiratory rate, 22; blood pressure 130/86; body mass index, 28

General: She is well appearing but anxious, a pleasant female lying on a hospital stretcher. She is conversing freely, with respiratory distress causing her to stop mid-sentence.

Respiratory: She has diffuse rales and mild wheezing; tachypneic.

Cardiovascular: She has a regular rate and rhythm with no murmurs, rubs, or gallops.

Gastrointestinal: Bowel sounds X4. No bruits or pulsatile mass.

  • Initial Evaluation

Laboratory Studies:  Initial work-up from the emergency department revealed pancytopenia with a platelet count of 74,000 per mm3; hemoglobin, 8.3 g per and mild transaminase elevation, AST 90 and ALT 112. Blood cultures were drawn and currently negative for bacterial growth or Gram staining.

Chest X-ray

Impression:  Mild interstitial pneumonitis

  • Differential Diagnosis
  • Aspiration pneumonitis and pneumonia
  • Bacterial pneumonia
  • Immunodeficiency state and Pneumocystis jiroveci pneumonia
  • Carcinoid lung tumors
  • Tuberculosis
  • Viral pneumonia
  • Chlamydial pneumonia
  • Coccidioidomycosis and valley fever
  • Recurrent Legionella pneumonia
  • Mediastinal cysts
  • Mediastinal lymphoma
  • Recurrent mycoplasma infection
  • Pancoast syndrome
  • Pneumococcal infection
  • Sarcoidosis
  • Small cell lung cancer
  • Aspergillosis
  • Blastomycosis
  • Histoplasmosis
  • Actinomycosis
  • Confirmatory Evaluation

CT of the chest was performed to further the pulmonary diagnosis; it showed a diffuse centrilobular micronodular pattern without focal consolidation.

On finding pulmonary consolidation on the CT of the chest, a pulmonary consultation was obtained. Further history was taken, which revealed that she has two pet doves. As this was her third day of broad-spectrum antibiotics for a bacterial infection and she was not getting better, it was decided to perform diagnostic bronchoscopy of the lungs with bronchoalveolar lavage to look for any atypical or rare infections and to rule out malignancy (Image 1).

Bronchoalveolar lavage returned with a fluid that was cloudy and muddy in appearance. There was no bleeding. Cytology showed Histoplasma capsulatum .

Based on the bronchoscopic findings, a diagnosis of acute pulmonary histoplasmosis in an immunocompetent patient was made.

Pulmonary histoplasmosis in asymptomatic patients is self-resolving and requires no treatment. However, once symptoms develop, such as in our above patient, a decision to treat needs to be made. In mild, tolerable cases, no treatment other than close monitoring is necessary. However, once symptoms progress to moderate or severe, or if they are prolonged for greater than four weeks, treatment with itraconazole is indicated. The anticipated duration is 6 to 12 weeks total. The response should be monitored with a chest x-ray. Furthermore, observation for recurrence is necessary for several years following the diagnosis. If the illness is determined to be severe or does not respond to itraconazole, amphotericin B should be initiated for a minimum of 2 weeks, but up to 1 year. Cotreatment with methylprednisolone is indicated to improve pulmonary compliance and reduce inflammation, thus improving work of respiration. [1] [2] [3]

Histoplasmosis, also known as Darling disease, Ohio valley disease, reticuloendotheliosis, caver's disease, and spelunker's lung, is a disease caused by the dimorphic fungi  Histoplasma capsulatum native to the Ohio, Missouri, and Mississippi River valleys of the United States. The two phases of Histoplasma are the mycelial phase and the yeast phase.

Etiology/Pathophysiology 

Histoplasmosis is caused by inhaling the microconidia of  Histoplasma  spp. fungus into the lungs. The mycelial phase is present at ambient temperature in the environment, and upon exposure to 37 C, such as in a host’s lungs, it changes into budding yeast cells. This transition is an important determinant in the establishment of infection. Inhalation from soil is a major route of transmission leading to infection. Human-to-human transmission has not been reported. Infected individuals may harbor many yeast-forming colonies chronically, which remain viable for years after initial inoculation. The finding that individuals who have moved or traveled from endemic to non-endemic areas may exhibit a reactivated infection after many months to years supports this long-term viability. However, the precise mechanism of reactivation in chronic carriers remains unknown.

Infection ranges from an asymptomatic illness to a life-threatening disease, depending on the host’s immunological status, fungal inoculum size, and other factors. Histoplasma  spp. have grown particularly well in organic matter enriched with bird or bat excrement, leading to the association that spelunking in bat-feces-rich caves increases the risk of infection. Likewise, ownership of pet birds increases the rate of inoculation. In our case, the patient did travel outside of Nebraska within the last year and owned two birds; these are her primary increased risk factors. [4]

Non-immunocompromised patients present with a self-limited respiratory infection. However, the infection in immunocompromised hosts disseminated histoplasmosis progresses very aggressively. Within a few days, histoplasmosis can reach a fatality rate of 100% if not treated aggressively and appropriately. Pulmonary histoplasmosis may progress to a systemic infection. Like its pulmonary counterpart, the disseminated infection is related to exposure to soil containing infectious yeast. The disseminated disease progresses more slowly in immunocompetent hosts compared to immunocompromised hosts. However, if the infection is not treated, fatality rates are similar. The pathophysiology for disseminated disease is that once inhaled, Histoplasma yeast are ingested by macrophages. The macrophages travel into the lymphatic system where the disease, if not contained, spreads to different organs in a linear fashion following the lymphatic system and ultimately into the systemic circulation. Once this occurs, a full spectrum of disease is possible. Inside the macrophage, this fungus is contained in a phagosome. It requires thiamine for continued development and growth and will consume systemic thiamine. In immunocompetent hosts, strong cellular immunity, including macrophages, epithelial, and lymphocytes, surround the yeast buds to keep infection localized. Eventually, it will become calcified as granulomatous tissue. In immunocompromised hosts, the organisms disseminate to the reticuloendothelial system, leading to progressive disseminated histoplasmosis. [5] [6]

Symptoms of infection typically begin to show within three to17 days. Immunocompetent individuals often have clinically silent manifestations with no apparent ill effects. The acute phase of infection presents as nonspecific respiratory symptoms, including cough and flu. A chest x-ray is read as normal in 40% to 70% of cases. Chronic infection can resemble tuberculosis with granulomatous changes or cavitation. The disseminated illness can lead to hepatosplenomegaly, adrenal enlargement, and lymphadenopathy. The infected sites usually calcify as they heal. Histoplasmosis is one of the most common causes of mediastinitis. Presentation of the disease may vary as any other organ in the body may be affected by the disseminated infection. [7]

The clinical presentation of the disease has a wide-spectrum presentation which makes diagnosis difficult. The mild pulmonary illness may appear as a flu-like illness. The severe form includes chronic pulmonary manifestation, which may occur in the presence of underlying lung disease. The disseminated form is characterized by the spread of the organism to extrapulmonary sites with proportional findings on imaging or laboratory studies. The Gold standard for establishing the diagnosis of histoplasmosis is through culturing the organism. However, diagnosis can be established by histological analysis of samples containing the organism taken from infected organs. It can be diagnosed by antigen detection in blood or urine, PCR, or enzyme-linked immunosorbent assay. The diagnosis also can be made by testing for antibodies again the fungus. [8]

Pulmonary histoplasmosis in asymptomatic patients is self-resolving and requires no treatment. However, once symptoms develop, such as in our above patient, a decision to treat needs to be made. In mild, tolerable cases, no treatment other than close monitoring is necessary. However, once symptoms progress to moderate or severe or if they are prolonged for greater than four weeks, treatment with itraconazole is indicated. The anticipated duration is 6 to 12 weeks. The patient's response should be monitored with a chest x-ray. Furthermore, observation for recurrence is necessary for several years following the diagnosis. If the illness is determined to be severe or does not respond to itraconazole, amphotericin B should be initiated for a minimum of 2 weeks, but up to 1 year. Cotreatment with methylprednisolone is indicated to improve pulmonary compliance and reduce inflammation, thus improving the work of respiration.

The disseminated disease requires similar systemic antifungal therapy to pulmonary infection. Additionally, procedural intervention may be necessary, depending on the site of dissemination, to include thoracentesis, pericardiocentesis, or abdominocentesis. Ocular involvement requires steroid treatment additions and necessitates ophthalmology consultation. In pericarditis patients, antifungals are contraindicated because the subsequent inflammatory reaction from therapy would worsen pericarditis.

Patients may necessitate intensive care unit placement dependent on their respiratory status, as they may pose a risk for rapid decompensation. Should this occur, respiratory support is necessary, including non-invasive BiPAP or invasive mechanical intubation. Surgical interventions are rarely warranted; however, bronchoscopy is useful as both a diagnostic measure to collect sputum samples from the lung and therapeutic to clear excess secretions from the alveoli. Patients are at risk for developing a coexistent bacterial infection, and appropriate antibiotics should be considered after 2 to 4 months of known infection if symptoms are still present. [9]

Prognosis 

If not treated appropriately and in a timely fashion, the disease can be fatal, and complications will arise, such as recurrent pneumonia leading to respiratory failure, superior vena cava syndrome, fibrosing mediastinitis, pulmonary vessel obstruction leading to pulmonary hypertension and right-sided heart failure, and progressive fibrosis of lymph nodes. Acute pulmonary histoplasmosis usually has a good outcome on symptomatic therapy alone, with 90% of patients being asymptomatic. Disseminated histoplasmosis, if untreated, results in death within 2 to 24 months. Overall, there is a relapse rate of 50% in acute disseminated histoplasmosis. In chronic treatment, however, this relapse rate decreases to 10% to 20%. Death is imminent without treatment.

  • Pearls of Wisdom

While illnesses such as pneumonia are more prevalent, it is important to keep in mind that more rare diseases are always possible. Keeping in mind that every infiltrates on a chest X-ray or chest CT is not guaranteed to be simple pneumonia. Key information to remember is that if the patient is not improving under optimal therapy for a condition, the working diagnosis is either wrong or the treatment modality chosen by the physician is wrong and should be adjusted. When this occurs, it is essential to collect a more detailed history and refer the patient for appropriate consultation with a pulmonologist or infectious disease specialist. Doing so, in this case, yielded workup with bronchoalveolar lavage and microscopic evaluation. Microscopy is invaluable for definitively diagnosing a pulmonary consolidation as exemplified here where the results showed small, budding, intracellular yeast in tissue sized 2 to 5 microns that were readily apparent on hematoxylin and eosin staining and minimal, normal flora bacterial growth. 

  • Enhancing Healthcare Team Outcomes

This case demonstrates how all interprofessional healthcare team members need to be involved in arriving at a correct diagnosis. Clinicians, specialists, nurses, pharmacists, laboratory technicians all bear responsibility for carrying out the duties pertaining to their particular discipline and sharing any findings with all team members. An incorrect diagnosis will almost inevitably lead to incorrect treatment, so coordinated activity, open communication, and empowerment to voice concerns are all part of the dynamic that needs to drive such cases so patients will attain the best possible outcomes.

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Histoplasma Contributed by Sandeep Sharma, MD

Disclosure: Sandeep Sharma declares no relevant financial relationships with ineligible companies.

Disclosure: Muhammad Hashmi declares no relevant financial relationships with ineligible companies.

Disclosure: Deepa Rawat declares no relevant financial relationships with ineligible companies.

This book is distributed under the terms of the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International (CC BY-NC-ND 4.0) ( http://creativecommons.org/licenses/by-nc-nd/4.0/ ), which permits others to distribute the work, provided that the article is not altered or used commercially. You are not required to obtain permission to distribute this article, provided that you credit the author and journal.

  • Cite this Page Sharma S, Hashmi MF, Rawat D. Case Study: 33-Year-Old Female Presents with Chronic SOB and Cough. [Updated 2023 Feb 20]. In: StatPearls [Internet]. Treasure Island (FL): StatPearls Publishing; 2024 Jan-.

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  1. 9 Creative Case Study Presentation Examples & Templates

    4 best format types for a business case study presentation: Problem-solution case study. Before-and-after case study. Success story case study. Interview style case study. Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case ...

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

    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

  3. How to Write and Present a Case Study (+Examples)

    The above information should nicely fit in several paragraphs or 2-3 case study template slides. 2. Explain the Solution. The bulk of your case study copy and presentation slides should focus on the provided solution (s). This is the time to speak at length about how the subject went from before to the glorious after.

  4. 10+ Successful Case Study Presentation Templates

    Look at the case study presentation template below, and see how you cannot miss the key point without going into the entire report. Detailed Case Study PowerPoint Template. 2. Icons and Data. Nothing backs your arguments more than hard, quantifiable facts. In today's terminology, we call these facts, data.

  5. Creating a Professional Case Study Presentation: Templates & Tips

    6 Case Study Presentation Templates. To help you weave a captivating narrative about the effectiveness of your solution, we've put together stunning case study templates for creating your case study. These case study presentation examples cut across various use cases and industries. 1. Marketing Case Study.

  6. 16 case study examples [+ 3 templates]

    For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail. Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail. 3. EndeavourX and Figma.

  7. 6 Free PowerPoint Case Study Presentation Templates

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

  8. 15+ Case Study Examples, Design Tips & Templates

    This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study. In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

  9. How to Present a Case Study- Case Presentation Examples

    Case Study Presentation Examples Example 1: Business Strategy Case Study. Imagine presenting a case study on a company's strategic shift to enter a new market, utilizing graph templates to enhance your presentation. Start with the company's background, detailing its previous market focus and the reasons for the strategic shift, using graph ...

  10. Free case study presentation template: Examples & tips

    This case study presentation template includes everything you'll need to tell a powerful story about how your business produced results for a client. The slides are easy to customize ...

  11. How to Create an Effective Customer Case Study Presentation

    The content is usually in written form, similar to a blog article. But customer case study presentations are becoming increasingly popular, and are used as a sales enablement resource to send to prospective clients. The benefits of a case study presentation. In its simplest form, a case study is a way to showcase and share social proof.

  12. 15 Real-Life Case Study Examples & Best Practices

    15 Real-Life Case Study Examples. Now that you understand what a case study is, let's look at real-life case study examples. 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.

  13. Top 7 Business Case Presentation Templates With Samples And Examples

    Template 1: Ways Business Case PPT Portfolio. This PPT Template is crafted with precision and elegance, and serves as the perfect backdrop for any subject. With this visually appealing and professionally designed template, you'll effortlessly command attention and leave a lasting impression on your audience.

  14. Case Study Presentation Examples

    Download this presentation - https://bit.ly/36JRuBvMake use of our Case Study Presentation to help showcase success stories, services, or product analyses ...

  15. Case Study Presentation Template

    A quality case study presentation illustrates real-world success using data. Our case study template will help you keep your clients engaged while you show them potential business solutions in a polished and professional presentation. Communicate your product's worth, acquire more clients, and increase retention using our case study presentation.

  16. Product Manager Case Study Solution: Example Presentation

    Here's our ultimate guide on case study questions, complete with case study question examples by topic. If you still need help solving your case study, schedule a free call with us. We will walk you through possible first impressions, solutions, and presentations that may come in handy in your next Product Manager interview.

  17. 20+ Best Free Business Case Study PowerPoint PPT Templates Downloads

    This is a very basic free case study PPT. It's got a gray background with a pencil and blueprint graphic on the bottom left corner. 8. Analysis Consultant PowerPoint Templates. This case study presentation template for free has three master slides. The page size is 1024px x 768px and is 451 Kb download size. 9. Free Consultation PowerPoint Template

  18. Case Study Presentation Template

    A convincing case study needs to show that a solution works, plain and simple. Create clear ties between the solution and results, and the longevity of your solution to solve big problems for more customers. You could also consider including your customer's information (with consent) for those who want to verify the case study.

  19. Business Case Study PowerPoint Template

    Business Case Study PowerPoint Template is a professional presentation created to describe Business Case Studies.. A Case Study is a research method consisting of a close and detailed examination of a subject of study (a.k.a "the case") as well as its related contextual conditions. "The Case" studied can be an individual, an organization, an action or even an event taking place in a ...

  20. Case Study PowerPoint Templates and Slide Designs for Presentations

    The different case study formats serve multiple business presentations, such as showing numerous product success stories, marketing success stories, long-term relationships with the clients, and much more. Find unique and creative case study presentation examples and case study samples to create effective case study presentations. Download case ...

  21. What Is a Case Study?

    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 ...

  22. Case Study: 33-Year-Old Female Presents with Chronic SOB and Cough

    Case Presentation. History of Present Illness: A 33-year-old white female presents after admission to the general medical/surgical hospital ward with a chief complaint of shortness of breath on exertion.She reports that she was seen for similar symptoms previously at her primary care physician's office six months ago.

  23. Case Study PowerPoint Templates

    This is a 100% editable and adaptable PPT slide. You can save it in different formats like PDF, JPG, and PNG. It can be edited with different colors, font, font sizes, and font types of the template as per your requirements. This template supports the standard (4:3) and widescreen (16:9) format.