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What Is a Case Study?
When you’re performing research as part of your job or for a school assignment, you’ll probably come across case studies that help you to learn more about the topic at hand. But what is a case study and why are they helpful? Read on to learn all about case studies.
Deep Dive into a Topic
At face value, a case study is a deep dive into a topic. Case studies can be found in many fields, particularly across the social sciences and medicine. When you conduct a case study, you create a body of research based on an inquiry and related data from analysis of a group, individual or controlled research environment.
As a researcher, you can benefit from the analysis of case studies similar to inquiries you’re currently studying. Researchers often rely on case studies to answer questions that basic information and standard diagnostics cannot address.
Study a Pattern
One of the main objectives of a case study is to find a pattern that answers whatever the initial inquiry seeks to find. This might be a question about why college students are prone to certain eating habits or what mental health problems afflict house fire survivors. The researcher then collects data, either through observation or data research, and starts connecting the dots to find underlying behaviors or impacts of the sample group’s behavior.
Gather Evidence
During the study period, the researcher gathers evidence to back the observed patterns and future claims that’ll be derived from the data. Since case studies are usually presented in the professional environment, it’s not enough to simply have a theory and observational notes to back up a claim. Instead, the researcher must provide evidence to support the body of study and the resulting conclusions.
Present Findings
As the study progresses, the researcher develops a solid case to present to peers or a governing body. Case study presentation is important because it legitimizes the body of research and opens the findings to a broader analysis that may end up drawing a conclusion that’s more true to the data than what one or two researchers might establish. The presentation might be formal or casual, depending on the case study itself.
Draw Conclusions
Once the body of research is established, it’s time to draw conclusions from the case study. As with all social sciences studies, conclusions from one researcher shouldn’t necessarily be taken as gospel, but they’re helpful for advancing the body of knowledge in a given field. For that purpose, they’re an invaluable way of gathering new material and presenting ideas that others in the field can learn from and expand upon.
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- Project Management
Top 15 Project Management Case Studies with Examples
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What is Case Study?
- Top 15 Project Management Case Studies and Examples
Start Creating Your Project Management Case Study
- Case Study Best Practices and Tips
Case Study Template
- Frequently Asked Questions (FAQs)
In the highly competitive era of today, case studies have become vital for every business. Companies that have been in a particular industry for years are likely to have dealt with and successfully managed a number of projects. They would have delivered exceptional results and gained a strong reputation. For such companies, it is important to document their project management case study examples effectively. It can help companies to market their brand better and attract more leads.
Case studies serve as an excellent means of showing the capabilities of a business to potential customers. It can help in highlighting the past performances of the company and making the customers believe in its potential. Moreover, it can help in establishing a long-lasting relationship with the customers.
However, some companies fail to manage projects and require the assistance of professionals. For this reason, the demand for project management professionals is on the rise. If you want to make a successful career in the field of project management, getting a project management training certification can help.
A case study refers to an in-depth examination of a specific case within the real-world context. It is a piece of content that sheds light on the challenges faced, solutions adopted, and the overall outcomes of a project. To understand project management case studies, it is important to first define what a project is . A project is a temporary endeavor with a defined beginning and end, aimed at achieving a specific goal or objective. Case studies are generally used by businesses during the proposal phase. However, they are also displayed on the websites of companies to provide prospects with a glance at the capabilities of the brands. It can even serve as an effective tool for lead generation. In simple words, case studies are stories that tell the target audience about the measures and strategies that the organization adopted to become successful.
What is Project Management Case Study?
A project management case study is a piece of content that highlights a project successfully managed by the organization. It showcases the challenges that the organization faced, the solutions adopted, and the final results. Keep reading in order to explore examples of successful project management case studies.
Top 15 Project Management Case Studies and Examples
Are you looking for some examples of PMP case studies? If yes, here are some of the best examples you can explore. Let’s dive in!
1. Mavenlink Helps Improve Utilization Rates by 15% for BTM Global
The case study is all about how Mavenlink helped BTM Global Consulting to save hours of work and enhance utilization with resource management technology. BTM Global Consulting offers system development and integration services to diverse clients. The challenges that the company faced were that tools like Netsuite OpenAir and Excel spreadsheets were not able to meet the customization needs as the company grew. It impacted their overall productivity.
In order to overcome the challenge, the solution they adopted was to switch to Mavenlink. The result was that it increased the utilization of the company by 10% and enhanced project manager utilization by 15%. It also reduced resource allocation work from 4 hours to just 10 minutes.
2. Boncom Reduces Billing Rate Errors by 100% With Mavenlink
Boncom is an advertising agency that collaborates with different purpose driven brands to create goods worldwide. The challenge was that the company relied on several-point solutions for delivering client-facing projects. However, the solutions failed to offer the required operational functionality. An ideal solution for Boncom was to adopt Mavenlink. The result was that the billing rate error got reduced by 100%. Accurate forecasting became possible for Boncom, and the company could generate reports in much less time.
3. whyaye! Reaches 80% Billable Utilization With Mavenlink
whyaye is a digital transformation consultancy delivering IT transformation solutions to businesses operating in diverse sectors. The challenge was that whyaye used to manage resources and projects using tools such as emails, PowerPoint, and Microsoft Excel. However, with the growth of the company, they were not able to access project data or gain insights for effective management of the projects . The ultimate solution to this challenge was to make a switch to Mavenlink. The result was an increase in the utilization by 6%, doubling of new clients, tripling of the company size, and seamless support through business growth.
4. Metova Increases Billable Utilization by 10% With Mavenlink
If you are looking for a project planning case study, Metova can be the right example. Metova is a technology firm, a Gold Partner of Microsoft, and an advanced consulting partner of AWS. The challenge was that the company handled several projects at a time. However, its heavy dependence on tools like Google Sheets limited the growth capabilities of the organization. So, the company looked for a solution and switched to Mavenlink. The result was that it was able to increase its billable utilization by 10%, increase its portfolio visibility, and standardize its project management process.
5. Appetize Doubles Length of Forecasting Outlook With Mavenlink
Appetize is one of the leading cloud-based points of sale (POS), enterprise management, and digital ordering platform that is trusted by a number of businesses. The challenge of the company was that its legacy project tracking systems were not able to meet the growing needs of the company. They experienced growth and manual data analysis challenges. The solution they found was to switch to Mavenlink. The result was an increase in the forecast horizon to 12 weeks, support for effective companywide scaling, easy management of over 40 major projects, and Salesforce integration for project implementation.
6. RSM Improves Client Satisfaction and Global Business Processes with Mavenlink
RSM is a tax, audit, and consulting company that provides a wide array of professional services to clients in Canada and the United States. The challenge of the company was that its legacy system lacked the necessary features required to support their work- and time-intensive projects and delivered insights relating to the project trends. An ideal solution to this challenge was to switch to Mavenlink. The result was better to risk mitigation in tax compliance, improved client-team communication, templatized project creation, and better use of the KPIs and project status.
7. CORE Business Technologies Increases Billable Utilization by 35% with Mavenlink
CORE Business Technologies is a reputed single-source vendor self-service, in-person, and back-office processing to the clients. It offers SaaS-based payment solutions to clients. The challenge faced by the company was that its tools like spreadsheets, Zoho, and Microsoft Project led to a hectic work schedule owing to a huge number of disconnected systems. The solution to the challenge was to switch to Mavenlink. The result was the enhancement of team productivity by 50%, time entry compliance by 100%, and enhancement of the billable utilization rate by 35%.
8. Client Success: Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery with Mavenlink
Health Catalyst is a company that delivers data and analytics services and technology to different healthcare organizations. The firm provides assistance to technicians and clinicians in the healthcare sector. The challenge of the company was that the tools like Intacct and spreadsheets that is used for project management were not able to provide the required data insights and clarity for better project management. It also limited effective resource management. The solution was to embrace Mavenlink. The result was better resource forecasting, enhanced interdepartmental communication, consistency in project delivery, and better resource data insights .
9. Client Success: Optimus SBR Improves Forecasting Horizon by 50% with Mavenlink
Optimus SBR is a leading professional service provider in North America. It offers the best results to companies operating in diverse sectors, including healthcare, energy, transportation, financial services, and more. The challenge was that legacy software tools that the firm used gave rise to project management issues. The company was not able to get a real-time revenue forecast or gain insights into its future financial performance. The solution that the company adopted was to switch to Mavenlink. The result was better data-driven hiring decisions, efficient delivery of remote work, and enhancement of the forecasting horizon by 50%.
10. Client Success: PlainJoe Studios Increases Projects Closing Within Budget by 50% With Mavenlink
PlainJoe Studios is an experimental design studio that focuses on digitally immersive and strategic storytelling. The company has a team of strategists, architects, and problem solvers to create value for the clients. The challenge of the company was that the manual processing of the company affected its ability to grow and manage the diverse project effectively. They lacked clarity about their project needs and profitability. The solution to deal with the challenge was to switch to Mavenlink. The result was an enhancement in the billing rates by 15%, better project closing within budget by 50%, better data insights for the success of different projects, and a faster shift to remote work.
11. Client Success: RPI Consultants Decreases Admin Time by 20% With Mavenlink
If you are looking for an example of one of the best software project management case studies, then RPI Consultants can be the ideal one. RPI Consultants offer expert project leadership and software consulting services for enterprise-level implementation of solutions and products. The challenge was that the task management solutions adopted by the company gave rise to a number of complications. It resulted in poor interdepartmental transparency and time-consuming data entry. The ultimate solution that the company embraced was to switch to Mavenlink. The result was a rise in the utilization rate by 5%, lowing of admin time by 20%, better forecasting and resource management, and a single source for gaining insights into the project data.
12. Client Success: CBI's PMO Increases Billable Utilization By 30% With Mavenlink
CBI is a company that is focused on protecting the reputations, data, and brands of its clients. The challenge that the company faced was that the solutions used were unable to meet the growing needs of the organization. The systems were outdated, data sharing was not possible, and time tracking was inconsistent. The solution to the challenge was to switch to Mavenlink. The result was better interdepartmental alignment, enhancement of time tracking to support business growth, an increase in the billable utilization rate by 30%, and detailed insights for a greater success of the projects.
13. Client Success: Butterfly Increases Billable Time by 20% with Mavenlink
Butterfly is a leading digital agency that provides digital strategy, website design and development services, and ongoing support to businesses across Australia. The challenge was that the different legacy systems used by the agency limited its capability of effective project management and reporting. The systems were time consuming and cumbersome. In order to deal with the challenge, the solution was to make a switch to Mavenlink. The result was the enhancement of billable time by 20%, fast reporting insights, enhancement of productive utilization by 16%, and better Jira integration.
14. Client Success: TeleTracking Increases Billable Utilization by 37% With Mavenlink
TeleTracking Technologies is a leading provider of patient flow automation solutions to various hospitals in the healthcare sector. The challenge of the company was that it used different systems such as Microsoft Excel, Sharepoint, MS Project, Jira, and Netsuite. The use of a variety of solutions created a number of challenges for the company. It had poor forecasting capability, insufficient time tracking process, and unclear resource utilization. The solution was to switch to Mavenlink. The result was the enhancement of time tracking compliance by 100%, rise in hours to date by 18%, and enhancement of billable utilization by 37%.
15. Client Success: Taylors Improves Utilization Rates by 15% with Mavenlink
This is a perfect example of a construction project management case study. Taylor Development Strategists is a leading civil engineering and urban planning organization in Australia. The challenge that the company faced was that the systems that it used were not able to support the growth of the business. There were a lot of inefficiencies and limitations. The solution to the challenge was to switch to Mavenlink. The result was better global collaboration, an increase in the utilization rate by 15%, consistency of timesheet entry, and in-depth insights relating to utilization and project targets.
Not that you have a detailed idea about project management case studies, it is time to prepare your own. When doing the project management case study exercise, make sure to focus on covering all the important elements. Clearly stating the challenges and the solutions adopted by the company is important. If you want to get better at project management, getting a PMP Certification can be beneficial.
Case Study Best Practices and Tips
Want to prepare a project management case study? Here are some tips that can help.
- Involve your clients in the preparation of the case study.
- Make use of graphs and data.
- Mix images, texts, graphs, and whitespace effectively.
Here is a simple project case study template that gives a quick glance at what must be included in your case study.
- About the client’s company
- The challenge
- The solution
- The results
By now, you must have gained a comprehensive knowledge of preparing a project management case study. Follow the tips and use the template for the best-case study. To master your project management skills , knowledgeHut’s project management training certification can help.
Frequently Asked Questions (FAQs)
1. how do you write a project management case study.
In order to write a project management case study, keep everything brief but mention everything in detail. Make sure to write it with clarity and include graphs and images.
2. Why is a case study important in project identification?
It is important to highlight the story of the success of your company and your clients.
3. What are case studies in project management?
A case study in project management is the success story of how effectively a company was able to handle a specific project of the client.
4. What should a project case study include?
A project study must include information about the client, how your company helped the client in resolving a problem, and the results.
5. Which are the best case studies on project management?
The best case studies on project management have been listed above. It includes BTM Global, Butterfly, Boncom, and more.
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Due to her interest in Search Engine Optimization, she started her career as an SEO Intern and have contributed to the healthy digital presence for multiple brands with her mastery over web and YT search algorithms. In her free time, she plays with her Persian cat, and she loves fishkeeping. She is also good at making craftworks, painting, and cooking.
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Top Scenario-based Project Manager Interview Questions and Answers
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You must get well-versed with the most anticipated scenario-based project manager interview questions and answers to demonstrate your core abilities and outperform the competition. Scenario-based questions often form an integral part of the final interview rounds at FAANG+ companies. Your answers to these questions must translate your efficiency in effectively organizing, planning, and executing projects even while working within budget and time constraints.
A project manager is responsible for various duties, including team supervision, defining goals, communicating with stakeholders, and reviewing a project throughout its journey. This position requires an assemblage of technical and non-technical attributes in an ideal candidate. Continue reading to discover the most commonly asked scenario-based project manager interview questions and their befitting replies.
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What Does a Project Manager Do at FAANG+ Companies?
- Scenario-based Project Manager Interview Questions and Answers on Teamwork and Collaboration
Scenario-based Project Manager Interview Questions and Answers on Adaptability
Scenario-based project manager interview questions and answers on management abilities, sample project manager interview questions for practice.
If you are a project manager at any FAANG company, you will be entitled to perform the following duties:
- Organize, plan, and execute projects
- Communicate with stakeholders
- Ensure that the team members have the essential technical tools to meet project milestones
- Create project schedules, including requirements (tools and members), and submit them to the management
- Create summary reports for company management
- Build a strong team by cultivating relationships
Scenario-based Project Manager Interview Questions and Answers on Teamwork and Collaboration
The following scenario-based project manager interview questions and answers will help you crack interview rounds at FAANG+ companies. These questions will help you devise a strong strategy for navigating challenging behavioral rounds.
Q1. How will you prioritize tasks in a project?
You ought to be efficient in prioritizing tasks in a project to ensure its successful and timely completion. You can include the following task prioritization strategies while answering this question:
- Creating a list of responsibilities
- Splitting important and urgent tasks
- Considering and ordering tasks by estimated efforts
- Assessing the criterion value of every task
- Avoiding competing priorities
- Staying flexible
Q2. As a project manager, how will you earn trust within a team?
The interviewer will assess your leadership qualities via scenario-based project manager interview questions and answers. You can highlight the following points while answering this question:
- Giving special attention to creating proper networking opportunities for team members and allowing them to share their capabilities
- Relying on the truth
- Role-model transparency
- Highlighting successes
- Admitting mistakes
- Allowing others to improvise on their work rather than being intolerable to mistakes
Q3. In the recent pandemic conditions, work from home has become common. How well do you find yourself prepared to lead a remote team?
This scenario-based interview question aims at understanding your thought process. You should not try to recite a memorized answer. The following points on working with people and resources in a remote environment will help you create an effective answer to this question.
- Setting clear expectations and communicating them well to the team members.
- Conducting one-on-one and group meetings for ongoing projects more frequently while keeping them precise.
- Following a structured and detailed feedback system to ensure that the team members do not repeat their mistakes.
- Using project management tools to involve team members and create project status visibility.
- Creating opportunities for team bonding and levity.
Q4. What steps will you take if you come across an underperforming team member?
If you are a good leader, you must possess the skills to bring out the best in every team member. Such scenario-based project manager interview questions and answers assess your skill to uplift your team members. You can take the following measures to deal with an underperforming team member:
- Firstly, it is vital to question whether the team member has explicit knowledge of what is expected from them.
- Highlight the repercussions of underperformance in a meeting without targeting the individual.
- Try to be more specific about the performance issue instead of being generic.
- Most importantly, understanding their concerns and reasons is crucial to checking underperformance.
- Provide quality assistance and training.
Recommended Reading: Project manager interview questions for technical rounds
The recruiters hunt for meaningful and articulated responses via scenario-based project manager interview questions and answers. You must ensure that you sound flexible and your answers highlight your adaptability skills.
Q1. If the client makes some last-minute, abrupt changes, how would you accommodate them?
You can frame your answer around the following key points:
- Understand the need behind the last-minute change while patiently communicating with the client
- Document the change
- Evaluate the change in terms of scope, schedule, and budget
- Weigh all the implications and get any suggestions or changes approved
- Implement the changes
- Communicate them to the team and try to achieve the target as soon as possible
Q2. How would you handle a situation when a coworker takes the credit for your work?
Such scenario-based project manager interview questions and answers can be challenging. You must be calculative while choosing the correct words for your answer. You can follow the steps given below for dealing with the situation:
- You must take your time to maintain your composure and not react immediately.
- Evaluate the circumstances from an unbiased viewpoint. You must also weigh the chances of an unknowing claim for your work instead of deliberate.
- Reconsider the situation thoroughly to avoid any confusion.
- Finally, communicate with the other person rather than accusing them publicly. Understand their viewpoint before approaching a manager.
Q3. What steps will you take to bring back a project that has gone off-track?
You should be adept at resolving the discrepancy between planned progress and actual progress. Your answer can include the following measures:
- Re-adjusting resource management
- Recognizing early warnings
- Finding the root cause of off-tracking
- Employing extra effort
- Encouraging the team members
If you are a project manager, you need to ace the following scenario-based project manager interview questions and answers with your outshine management skills.
Q1. You realize that you will require additional resources (workforce and physical resources) for your project. How will you acquire them?
You can answer this scenario-based question keeping the following postulates in mind:
- If you are an efficient project manager, this realization for additional resources should hit at the initial stage of the project.
- The workforce resources can be supplemented from within the organization. If the workforce resource needs are not completely satisfied by internal sources, the project manager will have to acquire them from outside agencies.
- As a project manager, you will have to be careful in selecting suitable candidates with the required competencies.
- You will follow the same procedure for physical resources: an internal hunt followed by an external for the required sources.
- You will collaborate with project sponsors and other functional managers.
Q2. How will you present your conflicting ideas before your senior?
You can take the following measures to present conflicting ideas before your senior:
- Understand the other person's viewpoint
- Wait for the right time to address the issue
- Offer alternatives and be flexible with your idea as well
- Talk to them and convey the points you agree on, and weave in your new idea in the conversation so that they agree with your viewpoint as you have already given them information on the same.
Q3. How will you assure quality during the execution of a project?
Your answer to this project manager interview question can include the following steps:
- You will decide the relevant standards for the project during the initial quality management planning session. This process will also include reviews and testing.
- As a project manager, you will ensure that the team abides by the chosen processes and development standards.
- Perform regular quality audits to confirm process compliance.
Recommended Reading: Top Companies Hiring Project Managers in 2022
- How will you resolve a situation of conflicting personal and professional interests?
- If something unpleasant happens in your personal life, how will it impact your professional life?
- What steps can an organization take to improve work-life balance for project managers?
- How will you handle a situation wherein you need information from a coworker who is too slow to respond?
- How will you persuade your team to see things from your perspective?
- What will you do if your senior commits a mistake?
- Suppose you made a mistake and no one has discovered it yet. How will you handle it?
- You have no experience in the task assigned to you. How will you approach the task?
This completes the list of scenario-based project manager interview questions and answers. We hope practicing these questions will help you nail your PM interview.
FAQs on Scenario-based Project Manager Interview Questions and Answers
Q1. How to answer scenario-based project manager interview questions?
The STAR method is an effective way to answer scenario-based project manager interview questions. STAR stands for situation, task, action, and result. You will begin answering the question by describing the situation you encountered as a project manager.
Next, you must explain your task, followed by the specific actions you took to resolve the situation. Lastly, end your answers with details on the results. You must ensure that you quantify your answers wherever possible.
Q2. How many scenario-based interview questions are asked in a project manager interview at FAANG+ companies?
You should prepare at least four to five scenario-based project manager interview questions and answers in the final HR interview round at FAANG+ companies.
Q3. Are scenario-based project manager interview questions and answers more important than technical questions?
If you are interviewing for a project manager, program manager, or any other leadership position, you must realize that scenario-based interview questions are equally important as technical questions.
Often a recruiter may draw conclusive results for the interview from your answers to such hypothetical questions. Since these questions force you to go off script and think critically, the employers assess your potential performance and whether you will be able to handle the specifics of the role based on your answers.
Q4. What is the average project manager salary in the US?
The average salary of a project manager is $77,250 per annum in the US (Source: Indeed.com) . You can also expect approximately $12,000 per year as an additional cash bonus for this position.
Q5. Which company is the best for a role as a project manager?
Various companies are looking for project managers in 2022. Several top companies include IBM, Deloitte, AT&T, Bank of America, etc. Depending on the salary package, job location, working environment, and related aspects, you can decide which company best fits you for a project manager role.
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Home > Articles > Business & Management
Introduction to Project Management Analytics: A Data-Driven Approach to Making Rational and Effective Project Decisions
- Dec 29, 2015
📄 Contents
- What Is Analytics?
- Why Is Analytics Important in Project Management?
- How Can Project Managers Use Analytics in Project Management?
- Project Management Analytics Approach
- Case Study: City of Medville Uses Statistical Approach to Estimate Costs for Its Pilot Project
Case Study Questions
- Chapter Review and Discussion Questions
- Bibliography
This chapter is from the book
This chapter is from the book
- What approach was used by the city of Medville to estimate the overall project cost?
- Define the scope of this project.
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100 Best Case Study Questions for Your Next Customer Spotlight
Published: November 29, 2022
Case studies and testimonials are helpful to have in your arsenal. But to build an effective library, you need to ask the right case study questions. You also need to know how to write a case study .
Case studies are customers' stories that your sales team can use to share relevant content with prospects . Not only that, but case studies help you earn a prospect's trust, show them what life would be like as your customer, and validate that your product or service works for your clients.
Before you start building your library of case studies, check out our list of 100 case study questions to ask your clients. With this helpful guide, you'll have the know-how to build your narrative using the " Problem-Agitate-Solve " Method.
What makes a good case study questionnaire?
The ultimate list of case study questions, how to ask your customer for a case study, creating an effective case study.
Certain key elements make up a good case study questionnaire.
A questionnaire should never feel like an interrogation. Instead, aim to structure your case study questions like a conversation. Some of the essential things that your questionnaire should cover include:
- The problem faced by the client before choosing your organization.
- Why they chose your company.
- How your product solved the problem clients faced.
- The measurable results of the service provided.
- Data and metrics that prove the success of your service or product, if possible.
You can adapt these considerations based on how your customers use your product and the specific answers or quotes that you want to receive.
What makes a good case study question?
A good case study question delivers a powerful message to leads in the decision stage of your prospective buyer's journey.
Since your client has agreed to participate in a case study, they're likely enthusiastic about the service you provide. Thus, a good case study question hands the reins over to the client and opens a conversation.
Try asking open-ended questions to encourage your client to talk about the excellent service or product you provide.
Free Case Study Templates
Tell us about yourself to access the templates..
Categories for the Best Case Study Questions
- Case study questions about the customer's business
- Case study questions about the environment before the purchase
- Case study questions about the decision process
- Case study questions about the customer's business case
- Case study questions about the buying team and internal advocates
- Case study questions about customer success
- Case study questions about product feedback
- Case study questions about willingness to make referrals
- Case study question to prompt quote-worthy feedback
- Case study questions about the customers' future goals
Case Study Interview Questions About the Customer's Business
Knowing the customer's business is an excellent way of setting the tone for a case study.
Use these questions to get some background information about the company and its business goals. This information can be used to introduce the business at the beginning of the case study — plus, future prospects might resonate with their stories and become leads for you.
- Would you give me a quick overview of [company]? This is an opportunity for the client to describe their business in their own words. You'll get useful background information and it's an easy prompt to get the client talking.
- Can you describe your role? This will give you a better idea of the responsibilities they are subject to.
- How do your role and team fit into the company and its goals? Knowing how the team functions to achieve company goals will help you formulate how your solution involves all stakeholders.
- How long has your company been in business? Getting this information will help the reader gauge if pain points are specific to a startup or new company vs. a veteran company.
- How many employees do you have? Another great descriptor for readers to have. They can compare the featured company size with their own.
- Is your company revenue available? If so, what is it? This will give your readers background information on the featured company's gross sales.
- Who is your target customer? Knowing who the target audience is will help you provide a better overview of their market for your case study readers.
- How does our product help your team or company achieve its objectives? This is one of the most important questions because it is the basis of the case study. Get specifics on how your product provided a solution for your client. You want to be able to say "X company implemented our solution and achieved Y. "
- How are our companies aligned (mission, strategy, culture, etc.)? If any attributes of your company's mission or culture appealed to the client, call it out.
How many people are on your team? What are their roles? This will help describe key players within the organization and their impact on the implementation of your solution.
Case Study Interview Questions About the Environment Before the Purchase
A good case study is designed to build trust. Ask clients to describe the tools and processes they used before your product or service. These kinds of case study questions will highlight the business' need they had to fulfill and appeal to future clients.
- What was your team's process prior to using our product? This will give the reader a baseline to compare the results for your company's product.
- Were there any costs associated with the process prior to using our product? Was it more expensive? Was it worth the cost? How did the product affect the client's bottom line? This will be a useful metric to disclose if your company saved the client money or was more cost-efficient.
- What were the major pain points of your process prior to using our product? Describe these obstacles in detail. You want the reader to get as much information on the problem as possible as it sets up the reasoning for why your company's solution was implemented.
- Did our product replace a similar tool or is this the first time your team is using a product like this? Were they using a similar product? If so, having this information may give readers a reason to choose your brand over the competition.
- What other challenges were you and your team experiencing prior to using our product? The more details you can give readers regarding the client's struggles, the better. You want to paint a full picture of the challenges the client faced and how your company resolved them.
- Were there any concerns about how your customers would be impacted by using our product? Getting answers to this question will illustrate to readers the client's concerns about switching to your service. Your readers may have similar concerns and reading how your client worked through this process will be helpful.
- Why didn't you buy our product or a similar product earlier? Have the client describe any hesitations they had using your product. Their concerns may be relatable to potential leads.
- Were there any "dealbreakers" involved in your decision to become a customer? Describing how your company was able to provide a solution that worked within those parameters demonstrates how accommodating your brand is and how you put the customer first. It's also great to illustrate any unique challenges the client had. This better explains their situation to the reader.
- Did you have to make any changes you weren't anticipating once you became a customer? Readers of your case study can learn how switching to your product came with some unexpected changes (good or bad) and how they navigated them. If you helped your client with troubleshooting, ask them to explain that here.
How has your perception of the product changed since you've become a customer? Get the interviewee to describe how your product changed how they do business. This includes how your product accomplished what they previously thought was impossible.
Case Study Interview Questions About the Decision Process
Readers of the case study will be interested in which factors influenced the decision-making process for the client. If they can relate to that process, there's a bigger chance they'll buy your product.
The answers to these questions will help potential customers through their decision-making process.
- How did you hear about our product? If the client chose to work with you based on a recommendation or another positive case study, include that. It will demonstrate that you are a trusted brand with an established reputation for delivering results.
- How long had you been looking for a solution to this problem? This will add to the reader's understanding of how these particular challenges impacted the company before choosing your product.
- Were you comparing alternative solutions? Which ones? This will demonstrate to readers that the client explored other options before choosing your company.
- Would you describe a few of the reasons you decided to buy our product? Ask the interviewee to describe why they chose your product over the competition and any benefits your company offered that made you stand out.
- What were the criteria you used when deciding to buy our product? This will give readers more background insight into the factors that impacted their decision-making process.
- Were there any high-level initiatives or goals that prompted the decision to buy? For example, was this decision motivated by a company-wide vision? Prompt your clients to discuss what lead to the decision to work with you and how you're the obvious choice.
- What was the buying process like? Did you notice anything exceptional or any points of friction? This is an opportunity for the client to comment on how seamless and easy you make the buying process. Get them to describe what went well from start to finish.
- How would you have changed the buying process, if at all? This is an opportunity for you to fine-tune your process to accommodate future buyers.
- Who on your team was involved in the buying process? This will give readers more background on the key players involved from executives to project managers. With this information, readers can see who they may potentially need to involve in the decision-making process on their teams.
Case Study Interview Questions About the Customer's Business Case
Your case study questions should ask about your product or solution's impact on the customer's employees, teams, metrics, and goals. These questions allow the client to praise the value of your service and tell others exactly what benefits they derived from it.
When readers review your product or service's impact on the client, it enforces the belief that the case study is credible.
- How long have you been using our product? This will help readers gauge how long it took to see results and your overall satisfaction with the product or service.
- How many different people at your company use our product? This will help readers gauge how they can adapt the product to their teams if similar in size.
- Are there multiple departments or teams using our product? This will demonstrate how great of an impact your product has made across departments.
- How do you and your team currently use the product? What types of goals or tasks are you using the product to accomplish? Get specifics on how the product actively helps the client achieve their goals.
- If other teams or departments are using our product, do you know how they're using it? With this information, leads can picture how they can use your product across their teams and how it may improve their workflow and metrics.
- What was the most obvious advantage you felt our product offered during the sales process? The interviewee should explain the benefits they've gained from using your product or service. This is important for convincing other leads you are better than the competition.
- Were there any other advantages you discovered after using the product more regularly? Your interviewee may have experienced some additional benefits from using your product. Have them describe in detail what these advantages are and how they've helped the company improve.
- Are there any metrics or KPIs you track with our product? What are they? The more numbers and data the client can provide, the better.
- Were you tracking any metrics prior to using our product? What were they? This will allow readers to get a clear, before-and-after comparison of using your product.
- How has our product impacted your core metrics? This is an opportunity for your clients to drive home how your product assisted them in hitting their metrics and goals.
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Case Study Interview Questions About the Buying Team and Internal Advocates
See if there are any individuals at the customer's company who are advocates for your product.
- Are there any additional team members you consider to be advocates for our product? For example, does anyone stick out as a "power user" or product expert on your team? You may want to interview and include these power users in your case study as well. Consider asking them for tips on using your service or product.
- Is there anyone else on your team you think we should talk to? Again, the more people can share their experience using your product, the better.
- Are there any team members who you think might not be the biggest fans of our product or who might need more training? Providing extra support to those struggling with your product may improve their user experience and turn into an opportunity to not only learn about their obstacles but turn them into a product fan
- Would you share some details about how your team implemented our product? Get as much information as possible about the rollout. Hopefully, they'll gush about how seamless the process was.
- Who from your company was involved in implementing our product? This will give readers more insight into who needs to be involved for a successful rollout of their own.
- Were there any internal risks or additional costs involved with implementing our product? If so, how did you address them? This will give insight into the client's process and rollout and this case study question will likely provide tips on what potential leads should be on the lookout for.
- Is there a training process in place for your team's use of our product? If so, what does it look like? If your company provided support and training to the client, have them describe that experience.
- About how long does it take a new team member to get up to speed with our product? This will help leads determine how much time it will take to onboard an employee to your using your product. If a new user can quickly get started seamlessly, it bodes well for you.
- What was your main concern about rolling this product out to your company? Describing their challenges in detail will provide readers with useful insight.
- What have people been saying about our product since they started using it? Collect all the positive feedback you can to give your product more social proof.
Case Study Interview Questions About Customer Success
Has the customer found success with your product? Ask these questions to learn more.
- By using our product can you measure any reduced costs? If it has, you'll want to emphasize those savings in your case study.
- By using our product can you measure any improvements in productivity or time savings? Any metrics or specific stories your interviewee can provide will help demonstrate the value of your product.
- By using our product can you measure any increases in revenue or growth? Again, say it with numbers and data whenever possible.
- Are you likely to recommend our product to a friend or colleague? Recommendations from existing customers are some of the best marketing you can get.
- How has our product impacted your success? Your team's success? Getting the interviewee to describe how your product played an integral role in solving their challenges will show leads that they can also have success using your product.
- In the beginning, you had XYZ concerns; how do you feel about them now? Let them explain how working with your company eliminated those concerns.
- I noticed your team is currently doing XYZ with our product. Tell me more about how that helps your business. Illustrate to your readers how current customers are using your product to solve additional challenges. It will convey how versatile your product is.
- Have you thought about using our product for a new use case with your team or at your company? The more examples of use cases the client can provide, the better.
- How do you measure the value our product provides? Have the interviewee illustrate what metrics they use to gauge the product's success and how. Data is helpful, but you should go beyond the numbers. Maybe your product improved company morale and how teams work together.
- What will it take for you and your team to get the most value out of our product? This will help you dive deeper into how your client operates and how you can best assist them.
Case Study Interview Questions About Product Feedback
Ask the customer if they'd recommend your product to others. A strong recommendation will help potential clients be more open to purchasing your product.
- How do other companies in this industry solve the problems you had before you purchased our product? This will give you insight into how other companies may be functioning without your product and how you can assist them.
- Have you ever talked about our product to any of your clients or peers? What did you say? This can provide you with more leads and a chance to get a referral.
- Why would you recommend our product to a friend or client? Be sure they pinpoint which features they would highlight in a recommendation.
- Can you think of any use cases your customers might have for our product? Similar industries may have similar issues that need solutions. Your interviewee may be able to provide a use case you haven't come up with.
- What is your advice for other teams or companies who are tackling problems similar to those you had before you purchased our product? This is another opportunity for your client to talk up your product or service.
- Do you know someone in X industry who has similar problems to the ones you had prior to using our product? The client can make an introduction so you can interview them about their experience as well.
- I noticed you work with Company Y. Do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.
- Does your company participate in any partner or referral programs? Having a strong referral program will help you increase leads and improve customer retention.
- Can I send you a referral kit as a thank-you for making a referral and give you the tools to refer someone to us? This is a great strategy to request a referral while rewarding your existing customers.
- Are you interested in working with us to produce additional marketing content? The more opportunities you can showcase happy customers, the better.
Case Study Interview Questions About Willingness to Make Referrals
- How likely are you to recommend our product to a friend or client? Ideally, they would definitely refer your product to someone they know.
- Can you think of any use cases your customers might have for our product? Again, your interviewee is a great source for more leads. Similar industries may have similar issues that need solutions. They may be able to provide a use case you haven't come up with.
- I noticed you work with Company Y; do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.
Case Study Interview Questions to Prompt Quote-Worthy Feedback
Enhance your case study with quotable soundbites from the customer. By asking these questions, prospects have more insight into other clients and their success with your product — which helps build trust.
- How would you describe your process in one sentence prior to using our product? Ideally, this sentence would quickly and descriptively sum up the most prominent pain point or challenge with the previous process.
- What is your advice to others who might be considering our product? Readers can learn from your customer's experience.
- What would your team's workflow or process be like without our product? This will drive home the value your product provides and how essential it is to their business.
- Do you think the investment in our product was worthwhile? Why? Have your customer make the case for the value you provide.
- What would you say if we told you our product would soon be unavailable? What would this mean to you? Again, this illustrates how integral your product is to their business.
- How would you describe our product if you were explaining it to a friend? Your customers can often distill the value of your product to their friends better than you can.
- What do you love about your job? Your company? This gives the reader more background on your customer and their industry.
- What was the worst part of your process before you started using our product? Ideally, they'd reiterate how your product helped solve this challenge.
- What do you love about our product? Another great way to get the customer's opinion about what makes your product worth it.
- Why do you do business with us? Hopefully, your interviewee will share how wonderful your business relationship is.
Case Study Interview Questions About the Customers' Future Goals
Ask the customer about their goals, challenges, and plans for the future. This will provide insight into how a business can grow with your product.
- What are the biggest challenges on the horizon for your industry? Chances are potential leads within the same industry will have similar challenges.
- What are your goals for the next three months? Knowing their short-term goals will enable your company to get some quick wins for the client.
- How would you like to use our product to meet those challenges and goals? This will help potential leads understand that your product can help their business as they scale and grow.
- Is there anything we can do to help you and your team meet your goals? If you haven't covered it already, this will allow your interviewee to express how you can better assist them.
- Do you think you will buy more, less, or about the same amount of our product next year? This can help you gauge how your product is used and why.
- What are the growth plans for your company this year? Your team? This will help you gain insight into how your product can help them achieve future goals.
- How can we help you meet your long-term goals? Getting specifics on the needs of your clients will help you create a unique solution designed for their needs.
- What is the long-term impact of using our product? Get their feedback on how your product has created a lasting impact.
- Are there any initiatives that you personally would like to achieve that our product or team can help with? Again, you want to continue to provide products that help your customers excel.
- What will you need from us in the future? This will help you anticipate the customer's business needs.
- Is there anything we can do to improve our product or process for working together in the future? The more feedback you can get about what is and isn't working, the better.
Before you can start putting together your case study, you need to ask your customer's permission.
If you have a customer who's seen success with your product, reach out to them. Use this template to get started:
Thank you & quick request
Hi [customer name],
Thanks again for your business — working with you to [solve X, launch Y, take advantage of Z opportunity] has been extremely rewarding, and I'm looking forward to more collaboration in the future.
[Name of your company] is building a library of case studies to include on our site. We're looking for successful companies using [product] to solve interesting challenges, and your team immediately came to mind. Are you open to [customer company name] being featured?
It should be a lightweight process — [I, a product marketer] will ask you roughly [10, 15, 20] questions via email or phone about your experience and results. This case study will include a blurb about your company and a link to your homepage (which hopefully will make your SEO team happy!)
In any case, thank you again for the chance to work with you, and I hope you have a great week.
[Your name]
If one of your customers has recently passed along some praise (to you, their account manager, your boss; on an online forum; to another potential customer; etc.), then send them a version of this email:
Hey [customer name],
Thanks for the great feedback — I'm really glad to hear [product] is working well for you and that [customer company name] is getting the results you're looking for.
My team is actually in the process of building out our library of case studies, and I'd love to include your story. Happy to provide more details if you're potentially interested.
Either way, thank you again, and I look forward to getting more updates on your progress.
You can also find potential case study customers by usage or product data. For instance, maybe you see a company you sold to 10 months ago just bought eight more seats or upgraded to a new tier. Clearly, they're happy with the solution. Try this template:
I saw you just [invested in our X product; added Y more users; achieved Z product milestone]. Congratulations! I'd love to share your story using [product] with the world -- I think it's a great example of how our product + a dedicated team and a good strategy can achieve awesome results.
Are you open to being featured? If so, I'll send along more details.
Case Study Benefits
- Case studies are a form of customer advocacy.
- Case studies provide a joint-promotion opportunity.
- Case studies are easily sharable.
- Case studies build rapport with your customers.
- Case studies are less opinionated than customer reviews.
1. Case studies are a form of customer advocacy.
If you haven't noticed, customers aren't always quick to trust a brand's advertisements and sales strategies.
With every other brand claiming to be the best in the business, it's hard to sort exaggeration from reality.
This is the most important reason why case studies are effective. They are testimonials from your customers of your service. If someone is considering your business, a case study is a much more convincing piece of marketing or sales material than traditional advertising.
2. Case studies provide a joint-promotion opportunity.
Your business isn't the only one that benefits from a case study. Customers participating in case studies benefit, too.
Think about it. Case studies are free advertisements for your customers, not to mention the SEO factor, too. While they're not promoting their products or services, they're still getting the word out about their business. And, the case study highlights how successful their business is — showing interested leads that they're on the up and up.
3. Case studies are easily sharable.
No matter your role on the sales team, case studies are great to have on hand. You can easily share them with leads, prospects, and clients.
Whether you embed them on your website or save them as a PDF, you can simply send a link to share your case study with others. They can share that link with their peers and colleagues, and so on.
Case studies can also be useful during a sales pitch. In sales, timing is everything. If a customer is explaining a problem that was solved and discussed in your case study, you can quickly find the document and share it with them.
4. Case studies build rapport with your customers.
While case studies are very useful, they do require some back and forth with your customers to obtain the exact feedback you're looking for.
Even though time is involved, the good news is this builds rapport with your most loyal customers. You get to know them on a personal level, and they'll become more than just your most valuable clients.
And, the better the rapport you have with them, the more likely they'll be to recommend your business, products, or services to others.
5. Case studies are less opinionated than customer reviews.
Data is the difference between a case study and a review. Customer reviews are typically based on the customer's opinion of your brand. While they might write a glowing review, it's completely subjective and there's rarely empirical evidence supporting their claim.
Case studies, on the other hand, are more data-driven. While they'll still talk about how great your brand is, they support this claim with quantitative data that's relevant to the reader. It's hard to argue with data.
An effective case study must be genuine and credible. Your case study should explain why certain customers are the right fit for your business and how your company can help meet their specific needs. That way, someone in a similar situation can use your case study as a testimonial for why they should choose your business.
Use the case study questions above to create an ideal customer case study questionnaire. By asking your customers the right questions, you can obtain valuable feedback that can be shared with potential leads and convert them into loyal customers.
Editor’s Note: This article was originally published in June 2021 and has been updated for comprehensiveness.
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Showcase your company's success using these free case study templates.
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