Amanco Case Study Analysis Sample

Amanco: Developing the Sustainability Scorecard

Company: Amanco
Publisher: Harvard
Call Number: 9-107-038
Year Published: 2008

The case describes the challenges of using the Balanced Scorecard to implement a triple-bottom-line strategy for delivering excellent economic, environmental, and social performance. The owners and senior executive team of Amanco, a producer of plastic pipe and complete water treatment systems, want strong financial returns but are also deeply committed to improving the environment and making a difference in people's lives. Robert Salas, CEO, wants a management system that communicates and motivates Amanco's three high-level goals.

What is the dilemma or tough decision?
How can Amanco develop and implement an effective measuring stick for its sustainability that will lead to effective managerial strategies?

Website where case study can be found:

Business Model Innovation by Better Place--A Green Ecosystem for the Mass Adoptions of Electric Cars

Company: Better Place
Publisher: Oikos
Call Number: N/A
Year Published: 2010

Shai Agassi started Better Place with the ambition of setting up an ecosystem – including a ‘smart grid’ of charging stations and battery swapping facilities – for electric vehicles. This ecosystem was expected to eliminate the barriers to the mass adoption of electric cars for personal transportation. This case discusses the innovative business model of Better Place, which proposed to offer transportation services to consumers through miles per month subscription plans, with the cost of the electric car being subsidized based on the tenure of the plan.

What is the dilemma or tough decision?
How does Better Place make the electric car more relevant and viable?

Website where case study can be found:

Cisco's Vision: A Smart+Connected World

Company: Cisco
Publisher: Ivey
Call Number: 9B13M116
Year Published: 2013

Having been called upon by global leaders to use its technology to address the global crises of climate change and poverty, Cisco opts to pursue sustainability for corporate social responsibility and as a driver of differentiation and competitive advantage. The case discussion explores how the company answered this call to action and how the resulting strategies have proven effective in protecting its competitive advantage in an increasingly hostile business environment. With the introduction of its new and ground-breaking technology, Cisco seeks to drive sustainability and future profits. The question becomes: will it work? The CEO ponders how he could use his company’s core business of information technology (IT) to drive global environmental and economic sustainability. Can he fulfill his dual responsibility of doing the right thing for his shareholders while, at the same time, doing the right thing for the world at large?

What is the dilemma or tough decision?
How can solving global problems can create advantages for companies and become a source of innovation? Is Cisco is actually helping the world address issues such as climate change and poverty reduction or is it just trying to sell product? Will smart cities and ICT technologies deliver on their promise to both shareholders and stakeholders?

Website where case study can be found:

Clarke: Transformation for Environmental Sustainability

Company: Clarke
Publisher: Ivey
Call Number: 9B12C012
Year Published: 2012

Clarke, a pesticide-selling company, has a core business that is environmentally harmful by its very nature. Its journey to sustainability faced unique challenges even when innovation led to new green products, processes, technologies and business models. As such, its leadership had to cope with the overwhelming task of engaging both its employees and customers in the idea that sustainability can be effective and profitable.

What is the dilemma or tough decision?
How does a company overcome the challenges involved in acquiring the necessary buy-in from employees and customers who are skeptical about environmental sustainability as a potential driver of business strategy?

Website where case study can be found:

Deja Shoe (A)

Company: Deja shoe
Publisher: World Resources Institute
Call Number: N/A
Year Published: 1996

Deja Shoe’s founder and new management team wanted to develop a business strategy based on pro-environment principles that would enable the firm to out-compete established industry players Nike and Timberland.?

What is the dilemma or tough decision?
How does a small start up company create environmental footwear?

Website where case study can be found:

Ecovative Design LLC: A Biological Materials Startup

Company: Ecovative Design LLC
Publisher: Ivey
Call Number: 9B13M125
Year Published: 2013

Ecovative Designs (Ecovative), a start-up company in upstate New York, uses an innovative process to combine agricultural waste and mycelium (mushroom “roots”) to grow forms for use in a wide variety of applications, especially a protective packaging material. Not only does this new product replace the need for the environmentally harmful alternative, extruded polystyrene, but the production process is less energy intensive. It exemplifies the cradle-to-cradle design indicative of a sustainably embedded product and attractive to companies looking to reduce their carbon footprint. In 2013, the partners are considering whether to sign a contract with Sealed Air, one of the largest distributors of packaging materials in the world, but the deal would mean relinquishing control over the only profitable segment of their company. They are considering alternative growth strategies to find the one that fits best with their goal: to have the largest impact on the planet while remaining profitable.

What is the dilemma or tough decision?
How can a start-up’s radical sustainability innovation be scaled up (and with who) to meet both the founders’ needs for financial viability and to achieve significant environmental impact?

Website where case study can be found:

Fairmount Minerals

Company: Fairmount Minerals
Publisher: Ivey
Call Number: 9B11M059
Year Published: 2011

Fairmount Minerals, a producer of industrial sand, is an excellent example of a company that adopted a holistic approach to sustainable development. In 2005, CEO and sustainability champion, Chuck Fowler challenged the mining industry’s undesirable reputation by bringing together both shareholders and stakeholders around the three broad themes of people, planet and prosperity. Innovative practices were then embedded into every step along the value chain, from mine acquisition to end product to land restoration. Doing so did not only bring great benefit to the people and to the planet, but it also brought with it a competitive advantage to the company itself.

What is the dilemma or tough decision?
How can a company maintain its competitive advantage and personal growth as well as continue to meet to stakeholders’ needs while upholding its mission of best standards and collaborative efforts with other companies in the field?

Website where case study can be found:

Ford Motor Company: New Shades of Green Through Soy Foam

Company: Ford Motor Company
Publisher: Ivey
Call Number: 9B13M109
Year Published: 2013

Ford Motor Co. develops and commercializes a green technology that replaces a traditional and scarce resource with an abundant bio-material. The pilot project becomes hugely successful, and, within the company, the idea of expanding the use of bio-material gains considerable momentum, but implementation and customer acceptance prove to be a challenge. Two members from the company’s research and engineering division work together to overcome these obstacles and move the company toward a vision of sustainability that involves more than just fuel economy and cost reduction.

What is the dilemma or tough decision?
What are the challenges faced by internal change agents of sustainability projects in their efforts to initiate and grow these projects throughout a large organization? How should these change agents manage the nuances of implementation once the advantages and disadvantages of such a “green” innovation have been determined?

Website where case study can be found:

GOJO Industries: Aiming for Global Sustainability Leadership

Company: GOJO Industries
Publisher: Ivey
Call Number: 9B13M108
Year Published: 2013

GOJO Industries, a U.S.-based hand hygiene company, plans to use sustainability as a business strategy in its big hairy audacious goal of reaching one billion people every day by 2020. It uses a six level framework to embed sustainability in every aspect of its business internally and externally. The company has a long history of using sustainability to drive innovation and facilitate expansion into new markets and sees sustainability as a key differentiator from its competitors to achieve its goal. In order to so, the company must also consider the importance of employee engagement in order to further embed sustainability and increase the number of people it reaches with its products.

What is the dilemma or tough decision?
For a company pursuing sustainability leadership with a visionary BHAG, how might it engage employees more deeply in the pursuit of such outcomes in ways that are both good for society and the environment and good for customers and the business? What would make it possible for every employee to be even more inspired and authentically engaged in the kind of creativity and innovation that will be needed for the company to achieve its goals?

Website where case study can be found:

Honey Care Africa: A Tripartite Model for Sustainable Beekeeping

Company: Honey Care Africa
Publisher: Ivey
Call Number: 9B07M060
Year Published: 2009

The director and co-founder of Honey Care Africa (Honey Care) looks back over the six years of operations and describes the original business model and several sequential changes based on feedback from rural communities, partner organizations, and learning by doing through field operations. The case tackles alternative routes for scaling up the model in East Africa. Students are presented with several specific challenges which illustrate the growing tension between Honey Care's original commitment to the farmers and its prospects for international take-off, and are asked to propose alternative model reconfigurations to resolve this tension.

What is the dilemma or tough decision?
Potential opportunities and challenges in replicating the Honey Care model elsewhere

Website where case study can be found:

La Vaca Independiente: Should a Social Enterprise Adopt a For-Profit Business Model?

Company: La Vaca Independiente
Publisher: Ivey
Call Number: 9B13C033
Year Published: 2013

This case presents a social enterprise considering whether a for-profit model might be an effective way to scale its impact. Mexico City-based La Vaca Independiente (The Independent Cow) was founded to bring art to underprivileged children. The founder observed that many global problems are caused by humanity’s increasing state of isolation, with individuals disconnected from the planet and from each other. La Vaca focused exclusively on a program called Developing Intelligence through Art (DIA). Using artwork as a stimulus for thought and discussion, DIA provided individuals with opportunities to develop meaning in their lives. She believed, based on evidence that companies lose annual revenue due to the effects of isolationism on their employees, that she and her team could pursue a for-profit business model in order to expose La Vaca to markets and opportunities inaccessible to a charitable organization.

What is the dilemma or tough decision?
What was La Vaca's value proposition? Was it to expand the original DIA model, which had already proven to be successful, or should it attempt to expand into markets other than education? Would it be better to stay true to its original model at a small scale or to branch out and risk the integrity of the program? What internal changes might they need to make in order to become profitable?

Website where case study can be found:

Manila Water Company

Company: Manila Water Co.
Publisher: Harvard
Call Number: 9-508-004
Year Published: 2007

In 1997, the Philippines government privatized its water utility in the metropolitan Manila area. The East Zone concession was won by Manila Water Company and the West Zone concession by Maynilad Water Services. Over the next decade, Manila Water turned in an impressive and profitable performance, while Maynilad failed.

What is the dilemma or tough decision?
The opportunity to own the West concession

Website where case study can be found:


Company: Patagonia
Publisher: Harvard
Call Number: 9-711-020
Year Published: 2010

Patagonia produces high-quality environmentally friendly garments that command significant price premiums. Its environmental mission motivates it not only to donate to environmental causes and reduce the impact of its own production, but also to share its practices with other companies. In spring 2010, Patagonia was in the process of implementing a new, radical environmental initiative called "Product Lifecycle Initiative" (PLI). It constituted Patagonia's efforts to take responsibility for the products it made, "from birth to death and then beyond death, back to rebirth."

What is the dilemma or tough decision?
How can the company balance profits with a commitment to the environment?

Website where case study can be found:

Pyramyd Air: Looking through the Scope of Values

Company: Pyramyd Air
Publisher: Ivey
Call Number: 9B13C038
Year Published: 2013

Pyramyd Air, a small and growing online airgun retailer serving the shooting community, wants to broaden its sustainability practices from its current internal initiatives in order to communicate an even stronger value proposition: sustainability isn’t just about recycling and efficiency, it is about a thriving environment leading to more engaged employees and more loyal premium customers. Pyramyd Air recognizes that some sustainability practices are vital to its customers’ long-term enjoyment of a flourishing outdoor sporting industry. 

What is the dilemma or tough decision?
For a company with strong customer relationships but operating in a sector not usually frequented by pro-environment types, can sustainability strengthen the relationship between employees and customers by building on the inherent industry values of the great outdoors and a sense of community? How can the company’s culture and employee perspectives evolve in order to frame sustainability in a new light leading to specific sustainability initiatives that the company could pursue in order to resonate with customers and increase profits?

Website where case study can be found:

Reciclare: Rethinking the Future

Company: Reciclare
Publisher: SKE
Call Number: SKE-135
Year Published: 2009

In 2006, Reciclare, an association of scavengers of paper, cardboard and reusable materials founded by formerly homeless people from the city of Guariní, celebrated its 16th anniversary. Despite the experience it had gained over this time, its sustainability still faced countless challenges.

What is the dilemma or tough decision?
To take part in the public bidding process or not?

Website where case study can be found:

Taj Hotels: Building Sustainable Livelihoods

Company: Taj Hotels
Publisher: Ivey
Call Number: 9B13C032
Year Published: 2013

This case explores issues faced by the corporate sustainability manager at the corporate headquarters of a large hotel group in a developing nation as she implements her company’s corporate sustainability strategy through supplier partnerships with bottom-of-the-pyramid (BoP) social organizations. Under the rubric of responsible purchasing, the hotelier’s “Creating Sustainable Livelihoods” initiative engaged cause-based nongovernmental organizations (NGOs) by exploring opportunities where the products or services of such organizations could substitute for similar products or services sourced from for-profit suppliers. 

What is the dilemma or tough decision?
The case illustrates the challenges inherent in a Base-of-the-Pyramid responsible purchasing strategy, including the delicate balance between meeting business objectives while supporting social causes. These challenges revolve around developing and implementing cross-sector partnerships with BoP nonprofit producer organizations in the Indian context. Discussion is likely to center less on differences in partners’ missions, cultures, and long-term objectives, and more on the difficulties present in organizing even when those differences are reconciled, especially through symbiotic long-term objectives.

Website where case study can be found:

Tennant Company: Can “Chemical-Free” Be a Pathway to Competitive Advantage?

Company: Tennant
Publisher: Ivey
Call Number: 9B12M020
Year Published: 2012

The case of Tennant Company is one that describes a floor-cleaning company that differentiated itself by introducing chemical-free cleaning equipment. Not only did it strategically evolve as an environmentally responsible sustainable business, it also used that same principle to its competitive advantage. By marketing its products as equally effective in performance, competitive in price and “greener” on the environment, the revamp was a success to all involved parties.

What is the dilemma or tough decision?
Is a proven ecological innovation without any customer or financial trades-off enough of a business proposition to meet customers’ expectations, investors’ ambitions, and the company’s goals? And if so, where do you draw the line in making superior environmental performance the basis for competitive advantage?

Website where case study can be found:

Sustainability at Tetra Pak: Recycling Post-Consumer Cartons

Company: Tetra Pak
Publisher: Ivey
Call Number: 9B12M069
Year Published: 2012

Tetra Pack India aimed to uphold its image of an environmentally responsible company by meeting its goals for recycling post consumer cartons (PCC). While Tetra Pack’s ‘Renew’, ‘Reduce’, ‘Recycle’, ‘be Responsible’ philosophy succeeded in other regions of the world, the particular geographical, socioeconomic and political climate in India posed various challenges. Tetra Pak India’s team redefined its strategy by forging partnerships and alliances with non-governmental organizations, scrap dealers, rag-pickers, commercial establishments and organizations that champion the cause of the environment.

What is the dilemma or tough decision?
With ever-changing mindsets, increasing regulations and growing customer expectations, how can Tetra Pak face the future challenges to ensure that its success from the PCC recycling initiative can be sustained and scaled up?

Website where case study can be found:

The Ambrose Hotel:Eco-labeling Strategy for Sustainable Lodging

Company: The Ambrose Hotel
Publisher: Oikos
Call Number: N/A
Year Published: 2009

The case traces the story of the Ambrose Hotel, a hotel based in California whose owner has invested in green practices and is interested in pursuing an eco-labeling strategy in order to better communicate her environmental achievements. It emphasises the difference between the adoption of environmental management practices and their communication through eco-labels. It highlights the challenges associated with the use of eco-labels as an environmental differentiation strategy when several emerging eco-labels are in competition.

What is the dilemma or tough decision?
How should Ambrose go about convincing customers that they are truly green?

Website where case study can be found:

Wal-Mart's Sustainability Strategy

Company: WalMart
Publisher: Stanford
Call Number: OIT-71
Year Published: 2007

In October 2005, in an auditorium filled to capacity in Bentonville, Arkansas, Lee Scott, WalMart's president and CEO, made the first speech in the history of WalMart to be broadcast to the company's 1.6 million associates (employees) in all of its 6,000+ stores worldwide and shared with its 60,000+ suppliers. Scott announced that WalMart was launching a sweeping business sustainability strategy to dramatically reduce the company's impact on the global environment and thus become "the most competitive and innovative company in the world." He argued that, "Being a good steward of the environment and being profitable are not mutually exclusive. They are one and the same."

What is the dilemma or tough decision?
Decision to make sustainability an important part of walMarts operations

Website where case study can be found:

Compelling case studies can help you convince potential customers to start to use your product.

This is especially true if your case study subject is in the same industry or is the same size as your potential customer.

There’s just one problem.

Writing an excellent case study is hard.

So we thought we would help lighten the load for you.

This post contains 35 case study examples across a variety of industries to help inspire your content writers.

Plus, we’ll walk through a step-by-step process on how to write a case study of your own (using one of two different template styles can grab for free).

Create Great Marketing Case Studies With Four Free Templates

Before we get into the post, let’s not waste time giving you what you came here for.

That’s our marketing case study templates, right?

In this, bundle, you’ll get:

  • Three Case Study Templates (Print or PDF): Use this Word template to create a case study you’ll either print or make available via PDF. We’ve included three copies in green, red, and blue header colors.
  • Case Study Template (Web): Use this template to write your case study content as a web page.

Grab them both and following on with the rest of this post.

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What Is A Case Study?

According to Top Rank Blog, a case study is:

“An analysis of a project, campaign or company that identifies a situation, recommended solutions, implementation actions and identification of those factors that contributed to failure or success.”

Here’s a case study video example from a brand you might even be drinking right now (if we had to guess, we’d say marketers love their Starbucks):

TL;DR? Check out this Slideshare if you want a quick overview on developing case studies:

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7 Steps To Writing a Strong Case Study

Writing a case study involves gathering all the information you need from your organization, your client or a customer, and then formating into an easy to read document.

Here are the seven steps you need to follow to write a full study.

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Step One: Finding the Subject of Your Case Study

The first step in any case study writing process is deciding who you want to write about. It could be your organization, a client or a customer.

Some criteria to keep in mind when you’re selecting your case study subject is:

  • If you’re working with a customer or client, how much do they use your product or service?
  • Has there been a dramatic result since they started working with your organization?
  • Have they used a competitor before?

To find this information, consider:

  • Talking to your sales team to see if there are any prospects who may be willing to participate.
  • Asking your customer support department if they have any exceptional customers.
  • Review recent new customers to see if any prospective candidates have bought from you.

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Step Two: Ask For Permission to Use Their Story in Your Case Study

It’s one thing if you’re writing about your organization, it’s another if you’re writing about customers or clients. Don’t just pull information about them and throw it into a case study.

Ask them before you start.

Create a Permission Letter

If you are creating multiple case studies, design a pre-written permission letter. It will help move your writing process along.

Your letter should include:

  • What the case study undertaking is going to look like.
  • What they get out of the case study.

Here’s a copy-and-paste template you can tailor to your needs:

Hi [Name of person],

Our team is conducting a case study, and we would love to tell the story of [company]. Would you be interested in working with us to create a case study around the use of our product?

Here’s a description of our process and what we would need from you:

What we’d like from you:

  • High-resolution company logo (basically as big as possible)
  • High-resolution images of your team, company office, etc – stories with photos of your team will drive more traffic (people like seeing that there are humans behind a story)
  • Stats: before [Company] / after [Company]

What does the process look like?

  • 1 [phone/video call/coffee] interview with [person].
  • Our team will then take your interview and build a story out of it.
  • 2-3 email conversations may be necessary to gather extra information.
  • Once final draft is complete – we’ll send it over to your team for review.
  • We’ll then finalize the story, create a landing page, and build a campaign around it.
  • Once live we’ll share final story with you (for your marketing efforts)

Average Turnaround Time: 1 month (subject to change based on response times and edits).

What’s in it for you?

  • Perk One
  • Perk Two
  • Perk Three
  • Perk Four
  • Perk Five

Best regards,


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Consider Using a Legal Release Form

Another potential step in the process is asking your case study subjects to sign a legal release form so you can use their information.

You do not have to take this step in your case study creation process. If you do decide to have your subjects sign a form, consult with your legal team first.

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Step Three: Send Them An Introductory Questionnaire

Once your client or customer has agreed to participate, you should begin to format your introductory questionnaire.

This questionnaire will help you get the information you need to shape the story of your case study.

Some potential questions to include could be:

  • What problem did you experience before using our product/service?
  • Why did you select our product/service instead of a competitor?
  • How did our product/service solve a problem you were experiencing?
  • What are your goals as a business or organization?
  • Are you comfortable sharing data and metrics demonstrating your success?

You can adjust your questions based on how your customer uses your product to get specific answers or quotes that can be highlighted in your study.

Recommended Reading:40 Content Writing Tips to Make You a Better Marketer Now

Step Four: Format Your Case Study Interview Questions

Once your client or customer has completed your initial questionnaire, it’s time to draft your interview questions.

Asking quality interview questions is critical to ensure that you get the information you need to write a full case study. Remember your clients or customers are busy, so you don’t want to have to ask for more details multiple times.

Based on the responses that you received from your initial questionnaire, you can adjust questions to get any additional information you need.

Here are 25 case study questions to add to your interview.

Getting To Know Your Subject

These questions should be similar to the ones you sent in your questionnaire. These should help you gather any information you may have missed.
Potential examples are:

  • What industry is your company in?
  • How long have you been using our product or service?
  • What is your work process like?
  • How many members are on your team?
  • What goals do you set for your team?

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What Problems Were They Experiencing?

Your case study participants were obviously experiencing some problem before they turned to your organization for a solution. Give the readers of your case study, even more, context by getting as much information about their problem as possible.

Some possible questions to include in your interview are:

  • When did your team first realize there was a problem?
  • What solutions did you try before you came to us?
  • Did your problem happen suddenly or did it occur over time?
  • How did the team come to the decision that outside assistance was required?
  • What factors led to the problem developing?

[Tweet “Writing a case study? Here are five questions to ask when identifying your subject’s core problems.”

What Helped Them Make Their Decision?

Finding out what helped your client or customer decide to work with your company is not only informative for potential new business, but it can help your organization determine what materials to publish.

Try these questions out during your interview:

  • What materials did you read or watch that influenced your decision?
  • What criteria did you have when you were looking for a solution?
  • What competitors did you look at (if any)?
  • How did you convince your team to make a change?
  • What sealed the deal for you when you choose to work with our organization?

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How Does Your Solution Help?

Talk to your customer or client and find out how your solution is helped them fix the problem that they were previously experiencing.

Add these questions to your interview list:

  • What [product/service] helped solve your problem?
  • What did our product or service replace in your current work process?
  • What tasks did our [product/service] simplify for you?
  • How much time do you save?
  • What tasks did our [product/service] eliminate?

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How Did They Implement Your Product?

Another relevant question to ask during your interview process is how your subject implemented your solution into their work process. This could help eliminate nerves from other potential new customers.

Here are some questions to ask during your interview:

  • How easily did your team adapt our product into their routine?
  • How was your onboarding process?
  • What process did you use to switch over to using our product?
  • What difficulties did you face in the transition process?
  • What advice do you have for anyone implementing our product into their work process?

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What Results Did They See?

Results speak volumes so why not let your customer or client data do the talking for you? Remember that you may not be able to gather or showcase all the data you ask for.

Try adding a few of these questions to your list of questions:

  • How much faster are you at completing [task] now that you use our product?
  • How did we help you reach your goals?
  • Did you see any significant jumps in the data that your team collects?
  • How has your productivity changed since implementing our [product/service]?
  • What positive results have you seen?

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Want to keep these questions somewhere handy for reference? Save this cheat sheet:

Step Five: Schedule the Interview

You’ve found your subject, and your interview questions are at the ready. The next part of your process is going to involve setting up your interview.

First, you need to set up a time for your interview on a synced calendar.

Do This With CoSchedule: Did you know you can sync your Google Calendar with your CoSchedule calendar? Learn how.

Then you need to decide how you’re going to conduct your interview. Here are some options:

  • Phone interview. Use a phone call recording app like [Include some options here]. Make sure you have permission to record your call.
  • Video call. If you’re using a Mac, Quicktime makes it easy to record video calls on your desktop for free. Windows users can use Skype.
  • Face to face meeting. If your client is local, this may be the easiest and most personable option.

Once you and your client/customer have decided on an interview time and place, make sure that you have a way to document your interview, either through a recording device or note taking (we highly recommend recording your conversation for accuracy and peace of mind).

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Step Six: Write Your Case Study

Finally, you have all of your information collected in one place. Now comes the fun part; putting it all together into the case study template you downloaded earlier.

Writing Your Title

The first part of any good case study is a catchy title. Your title should include the name of your client or customer as well as their logo. Your subhead should also be short and included information on what product or service they used that helped them solve their problem.

In your template, add your title (and your subject’s logo):

What does a quality title look like? Well, it doesn’t have to be complicated. It should:

  • State who it’s about.
  • Explain what was done.
  • Communicate a clear result.

Take a look at this example from

This title works because of it explains:

  • The problem the company faced.
  • What type of company is involved in the case study.
  • How helped them tackle the challenge.

Do This With CoSchedule: Did you know that CoSchedule’s Headline Analyzer can help you write better headlines? Try it now.

Executive Summary

Your executive summary should be a two to three sentence paragraph that describes the story of your client/customer. You can also include a statistic or two to help illustrate the success of your case study subject.

Here’s what this section looks like in your template:

Check out this executive summary example about Patagonia:


This executive summary works because:

  • It explains what Patagonia is about.
  • It highlights the problem the company was experiencing.
  • It’s short and concise.

Who is The Case Study About?

The next part of your case study should explain who your case study is about. This is where the information that you gathered from your initial questionnaire would go.

Here’s what this section looks like in your template:

This one, from a case study about Adobe, is tied in with its executive summary:

Why this works:

  • It explains who Adobe is.
  • It highlights what the Adobe team is already doing.
  • It ties together the problem Adobe experienced with the reason it turned to LinkedIn for a solution.

Problems They’ve Faced

In this part of the study, write about the top two to three issues that your case study participant was experiencing. You should summarize what challenges they faced as well as their previous goals.

Cirque de Soleil’s case study is a great example of address problems a company faces in a case study:


Why it works:

  1. The study cuts right to the heart of the problem.
  2. It mentions the specific part of the company that helped Cirque.
  3. It breaks through the fluff and gets the point across right away.

How Did You Help?


This section of your case study is going to show off the solutions that your customers and clients use. It should highlight the changes that you’ve brought to their team.

Callaway Golf is another great example of a case study that explains how it’s researcher helped solve their problem.

Why this works:

  • It shows people how LinkedIn has access to Callaway’s target demographic.
  • It explains how they created an app to help solve Callaway’s problem.
  • It explains parts of the data they used to target Callaway’s target audience.

Progress and Results

The final section of your case study should feature the progress that has been made since your customer or client began to use your services. This could be shown through progress towards their goals, changes in metrics they track, and more.

Here’s what this section looks like in your template:

Take a look at the results section in a case study on Weebly.


Why this works:

  • The results are one of the most visuals aspects of the case study.
  • They are easy to skim.
  • You can easily tell what type of growth or improvement they experienced.

Using Visuals In Your Case Study

Visuals can help add the extra oomph you need to make a great case study. It can also help make the document easier to skim.

Whether that means graphs, logos, or photos, visuals can make a huge difference.


Here are a few extra resources to help you create solid visuals for your case study.

Do This In CoSchedule: You can manage projects and hold your team accountable to meeting deadlines with CoSchedule?Learn how.

Step Seven: Promoting Your Case Study

Your case study is finally complete. You sent it off to your client/customer, and they approved your work.

Now what?

You did all that work, don’t forget to get it out there for the world to see.

Promote your case study by:

The great thing about case studies is that they are an easy piece of marketing material to tack on to any additional campaign.

Do This In CoSchedule: You can plan and promote all your content in one place with CoSchedule? Learn how to create and schedule automated social media promo campaigns in CoSchedule.

What Does A Case Study Look Like? Let’s Look at 5 Examples.

Now that you know how to create a great case study let’s look at some well-executed examples.

Vega Case Study Example

Here’s an example of a case study our team at CoSchedule created for Vega, a customer specializing in premium plant-based lifestyle products. It makes it clear who they are and exactly how CoSchedule has improved their business.


Red Bull Marketing Case Study Example

Red Bull is known for its amazing content marketing. This case study from Link Humans turns a typical blog post into a full-blown case study examining how the brand executes its wildly innovative strategy:


Automotive Case Study Example

Why does this case study work? It’s about an automotive company, and it’s coming from one of the biggest family brands ever: Disney.

It’s also:

  1. Concise and to the point. There is no fluff that would distract the reader from the information they need to find.
  2. Outside of Disney’s wheelhouse and therefore reaches a different but desired target market. Who would think of Disney as a resource to help craft a new company culture? This case study shows that they can.

Big-Box Store Case Study Example

Target is a big brand box store that is branching out and trying new things to interact with its customers. This case study from TED landed on our highlight list for two reasons.

  1. One is its visually appealing images …
  2. … and the other is the way the TED team formatted the study for the web. It’s short, sweet and broken into easy to skim paragraphs.

Hotel Case Study Example

This case study from Hilton is a great example of how a company can conduct a study on itself. This brief document is a perfect example of how to format a case study for easy printing.

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Now Go Write An Awesome Case Study

The fear of creating a compelling case study is gone. You have great examples to follow and two different templates to help you format the information you gather.

We can’t wait to see what you come up with.

Do you have a question or two about formatting case studies? Let us know in the comments below.

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