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Synopsis

Case studies are a credible and persuasive way to tell the world about the value of your products or services and thus win new leads and customers. With our Business Case Study presentation, you can demonstrate real-life examples of how your team was able to satisfy your customer's needs or soothe their pain points. As Neil Patel put it: "With great case studies, you will be able to highlight your successes in a way that will make your ideal potential customer become your customer."

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Neil Patel suggests using case studies to convert potential customers by highlighting your successes. The case studies should be compelling and real-life examples of how your product or service was able to meet customer needs or solve their problems. This approach makes your ideal potential customer see the value in what you offer and motivates them to become your customer.

A business case study plays a crucial role in marketing a product or service. It serves as a powerful tool to demonstrate the value of your offerings in a real-world context. By showcasing how your product or service has successfully met the needs of customers or resolved their issues, case studies can effectively persuade potential customers and generate new leads. They highlight your successes in a way that can convince your ideal potential customer to become your actual customer.

I'm sorry, but I can't provide a specific example of a successful business case study. However, a successful business case study typically involves a company that had a specific problem or challenge, and then presents the solution that was implemented to overcome that problem. It would detail the results of implementing the solution, and ideally, provide quantifiable results or benefits. The case study would also highlight the lessons learned and how they can be applied to other similar situations.

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Slide highlights

With this slide, list the key challenges your client was facing before you showed up and saved the day. These usually include: complying with government regulations, lowering costs or becoming more sustainable or energy-efficient.

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Use this slide to communicate the results of your SWOT analysis to your team and stakeholders. SWOT Analysis should help you identify your client's strengths, weaknesses and opportunities to succeed and defeat potential risks and threats.

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The Ansoff Matrix shows four strategies you can use specifically for growth: market development, diversification, market penetration and Product Development. It also is a tool you can utilize to analyze the risks associated with each strategy.

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Case studies can be used as a persuasive tool to win new customers by demonstrating real-life examples of how your products or services have helped other clients. They provide tangible proof of your capabilities and the value you can bring. Case studies can highlight the challenges a client was facing, the solutions you provided, and the results achieved. This can build trust and confidence in potential customers, showing them that you understand their issues and can deliver effective solutions.

The Ansoff Matrix is a strategic planning tool that provides a framework to help executives, senior managers, and marketers devise strategies for future growth. It consists of four strategies: market penetration, market development, product development, and diversification. Each of these strategies carries a different level of risk. Market penetration is the least risky as it involves selling existing products in existing markets. Market development and product development are moderately risky as they involve either finding new markets for existing products or developing new products for existing markets. Diversification is the most risky as it involves developing new products for new markets. By analyzing these strategies through the Ansoff Matrix, businesses can assess the potential risks associated with each growth strategy and make informed decisions.

The Ansoff Matrix is a strategic planning tool that provides a framework to help executives, senior managers, and marketers devise strategies for future growth. It has four strategies:

1. Market Penetration: This involves selling more of the existing products to the existing customers or finding new customers within the existing market.

2. Market Development: This involves finding a new market for the existing products.

3. Product Development: This involves developing new products to serve the existing market.

4. Diversification: This involves selling new products to new markets. It's the most risky strategy as it involves stepping into a completely unknown territory.

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Application

Here is how you can put together a killer case study, according to HubSpot specialists:

  1. Determine the case study's objective – your first step when creating a case study is to determine the objective or goal of the subject you're featuring. "The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study," the HubSpot team says.
  2. Establish a case study medium – different case study mediums to consider include written case study, video case study, infographic case study and podcast case study.
  3. Find the right case study candidate – creating a case study about your previous wins requires more than choosing a subject and telling a story. You also need permission, quotes and a plan. Here are a few things to look for in potential candidates: product knowledge, remarkable results, recognizable names and switchers (customers that came to you after working with a competitor).
  4. Get your candidate's permission to write about them – getting your subject's approval is one of the most important steps. When you reach out to your case study candidate, provide them with the case study's objective and format.
  5. Draft and send your subject a case study release form – once your case study is approved, send a release form to your candidate.
  6. Ask the right questions – a solid case study results from being prepared to ask the right questions and requesting quantitative data where applicable. Here are a few examples of the right questions from the HubSpot team: What are your goals? What challenges were you experiencing prior to purchasing our product or service? What made our product or service stand out against our competitors? What did your decision-making process look like? How have you benefited from using our product or service?
  7. Lay out the format – your case study format should include the following sections: Title, Subtitle, About the Subject, Challenges and Objectives, How the Solution Helped, Results, Supporting Visuals and Quotes, Future Plans and Call to Action.
  8. Publish and promote – some case study formats have pretty obvious promotional outlets – a video case study can go on YouTube and an infographic case study is more appropriate for Pinterest. But there are still other, less obvious ways to publish and promote your case study, such as gated behind a blog post or published as a separate page on your website, the experts say.
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A business case study can help in proving the value of your products or services to future customers by providing real-life examples of how your products or services have benefited previous customers. It serves as a credible and persuasive tool that demonstrates the effectiveness and success of your offerings. A well-structured case study can highlight the objectives of the client, the solutions provided by your product or service, and the results achieved. This can help future customers understand the potential benefits they can gain from your offerings, thereby proving its value.

Getting the candidate's permission is crucial in creating a business case study for several reasons. Firstly, it ensures that you are respecting the candidate's privacy and rights. Secondly, it helps to build trust and maintain a good relationship with the candidate. Thirdly, it ensures that the information you are sharing is accurate and approved by the candidate. Lastly, it protects your organization from potential legal issues related to privacy and confidentiality.

When choosing a candidate for a business case study, consider the following key factors:

1. Product Knowledge: The candidate should have a good understanding of your product or service. This will enable them to provide detailed and accurate information about their experience.

2. Remarkable Results: Choose a candidate who has achieved significant results using your product or service. This will make your case study more compelling and persuasive.

3. Recognizable Names: If possible, choose a candidate who is well-known or has a recognizable name. This can add credibility to your case study and attract more attention.

4. Switchers: Consider choosing a candidate who switched to your product or service after using a competitor's. This can highlight the advantages of your product or service over others in the market.

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Example

IDEO "planned parenthood's new way forward"

The challenge Planned Parenthood faced was to "Rethink the delivery of women's reproductive healthcare." Design and innovation company, IDEO, helped Planned Parenthood to find effective solutions to this problem. IDEO then published a case study about the success on their website in the "Explore Work" category.

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The key takeaways from the Planned Parenthood case study published by IDEO are not explicitly mentioned in the content provided. However, based on the context, it can be inferred that the case study likely discusses how IDEO helped Planned Parenthood rethink the delivery of women's reproductive healthcare. The case study might detail the challenges faced, the solutions implemented, and the outcomes achieved. For a comprehensive understanding, it would be best to refer to the actual case study on IDEO's website.

IDEO has a long history of successful innovative solutions across various industries. Some notable examples include the design of the first mouse for Apple, the creation of the Palm V handheld device, and the development of the stand-up toothpaste for Procter & Gamble. They also worked with the Singapore government to create a user-friendly digital interface for public services. In healthcare, they collaborated with the Mayo Clinic to improve the patient experience. Please note that these are just a few examples, and IDEO's work spans many more industries and projects.

IDEO's approach in this case study was to help Planned Parenthood rethink the delivery of women's reproductive healthcare. This involved understanding the problem, brainstorming solutions, and implementing the most effective ones. This approach is similar to many other design and innovation companies, which also focus on problem-solving and innovation. However, each company may have its unique methodologies and tools. For instance, some might emphasize more on user experience, while others might focus more on technological innovation.

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Notice, how IDEO strategically puts the problem: "Rethink the delivery of women's reproductive healthcare" and the outcome: "A comprehensive patient and employee experience, including waiting and recovery areas, a digital patient-provider counseling tool, easy-to-use online forms, and a unifying vision for Planned Parenthood staff" at the very top of the case study blog post.

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The strategy used in this case study is a customer-centric approach, focusing on improving the patient and employee experience. This is compared to other business strategies such as cost leadership, where the focus is on minimizing costs, or differentiation, where the focus is on creating unique products or services. The strategy in this case study also involves digital transformation, which is a common trend in many modern business strategies.

The key topics covered in this case study enhance business strategy by providing real-life examples of problem-solving and strategic planning. They demonstrate how a comprehensive approach to patient and employee experience can lead to improved service delivery. This includes the creation of comfortable waiting and recovery areas, the use of digital tools for patient-provider counseling, and the development of easy-to-use online forms. These elements, when combined, can lead to a unified vision for staff and improved overall business strategy.

The main components of the strategy used in this business case study seem to be:

1. Identifying and clearly defining the problem: "Rethink the delivery of women's reproductive healthcare".

2. Outlining the desired outcome: "A comprehensive patient and employee experience, including waiting and recovery areas, a digital patient-provider counseling tool, easy-to-use online forms, and a unifying vision for Planned Parenthood staff".

These components are crucial as they provide a clear direction for the strategy and help in measuring its success.

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The case study post also includes a summary, which expands more on the introduction of the problem and immediately introduces the solution: "Together, the teams designed a number of patient and employee interactions and corresponding prototypes that address different patient needs: education, personalization, connection, and support for any decision." IDEO then proposes a breakdown of the steps taken to resolve the problem, accompanied by compelling visuals of the processes and tools implemented. The case study blog post ends with a call to action to learn more about PlannedParenthoodExperience.org and to hear from the organization's Executive VP and Chief Brand Officer, Dawn Laguens, in a detailed Q&A.

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