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Hertz CEO Kathryn Marinello with CFO Jamere Jackson and other members of the executive team in 2017

Top 40 Most Popular Case Studies of 2021

Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies

Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT’s (Case Research and Development Team) 2021 top 40 review of cases.

Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT’s list, describes the company’s struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy. 

The success of the Hertz cases was unprecedented for the top 40 list. Usually, cases take a number of years to gain popularity, but the Hertz cases claimed top spots in their first year of release. Hertz (A) also became the first ‘cooked’ case to top the annual review, as all of the other winners had been web-based ‘raw’ cases.

Besides introducing students to the complicated financing required to maintain an enormous fleet of cars, the Hertz cases also expanded the diversity of case protagonists. Kathyrn Marinello was the CEO of Hertz during this period and the CFO, Jamere Jackson is black.

Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. “Glory, Glory, Man United!” a case about an English football team’s IPO made a surprise move to number four.  Cases on search fund boards, the future of malls,  Norway’s Sovereign Wealth fund, Prodigy Finance, the Mayo Clinic, and Cadbury rounded out the top ten.

Other year-end data for 2021 showed:

  • Online “raw” case usage remained steady as compared to 2020 with over 35K users from 170 countries and all 50 U.S. states interacting with 196 cases.
  • Fifty four percent of raw case users came from outside the U.S..
  • The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines.
  • Twenty-six of the cases in the list are raw cases.
  • A third of the cases feature a woman protagonist.
  • Orders for Yale SOM case studies increased by almost 50% compared to 2020.
  • The top 40 cases were supervised by 19 different Yale SOM faculty members, several supervising multiple cases.

CRDT compiled the Top 40 list by combining data from its case store, Google Analytics, and other measures of interest and adoption.

All of this year’s Top 40 cases are available for purchase from the Yale Management Media store .

And the Top 40 cases studies of 2021 are:

1.   Hertz Global Holdings (A): Uses of Debt and Equity

2.   Coffee 2016

3.   Hertz Global Holdings (B): Uses of Debt and Equity 2020

4.   Glory, Glory Man United!

5.   Search Fund Company Boards: How CEOs Can Build Boards to Help Them Thrive

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

27. What's Next? Search Fund Entrepreneurs Reflect on Life After Exit

28. Searching for a Search Fund Structure: A Student Takes a Tour of Various Options

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

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15 Real-Life Case Study Examples & Best Practices

15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Real-Life Case Study Examples

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

  • A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
  • Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
  • Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
  • Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

  • Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
  • Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
  • Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
  • Solution: Explain how your product or service specifically addressed your customer's challenges.
  • Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
  • Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
  • Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
  • Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Parts of a Case Study Infographic

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Case Study Examples

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

  • Collaborate on designs , mockups and wireframes with your non-design colleagues
  • Lock down your branding to maintain brand consistency throughout your designs
  • Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

business events case study

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

Case Study Examples

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Case Study Examples

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

Financial Case Study

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

UX Case Study

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

Case Study Examples

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

Ecommerce One Pager Case Study

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Case Study Examples

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Case Study Examples

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

Fuji Xerox Australia Business Equipment Case Study

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

Case Study Examples

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

Search Marketing Case Study

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

Case Study Examples

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

Satisfied Client Testimonial Ad Square

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Case Study Examples

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

Patagonia Case Study

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Case Study Examples

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Case Study Examples

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Case Study Examples

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

business events case study

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Case Study Examples

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

  • Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
  • Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
  • Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
  • Craft a compelling headline: Include figures or percentages that draw attention to your case study.
  • Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
  • Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
  • Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

  • Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
  • Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
  • Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
  • Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
  • Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

  • Case studies showcase a specific solution and outcome for specific customer challenges.
  • It attracts potential customers with similar challenges.
  • It builds trust and credibility with potential customers.
  • It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

  • Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
  • It relies heavily on customer cooperation and willingness to share information.
  • It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

  • Illustrative case study.
  • Instrumental case study.
  • Intrinsic case study.
  • Descriptive case study.
  • Explanatory case study.
  • Exploratory case study.
  • Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

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Successful Event Planning Case Studies: How These Entrepreneurs Nailed it

Trends-LB

Starting an event planning business can be both exciting and daunting. Have you ever wondered what sets apart successful event planners from the rest? The answer lies in learning from real-world experiences and understanding the nuances of successful event planning case studies.  These select case studies showcase how entrepreneurs nailed the art of event planning, and explore the lessons that can shape your own path towards success.

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Case Study 1: A 200-Guest Corporate Gala Done Right

Overview of the corporate gala event.

The successful event planning case study focuses on a high-profile corporate gala that aimed to host 200 guests. The event was designed to embody the company’s brand image and provide a sophisticated and memorable experience for all attendees.

Key Challenges Faced in Planning and Execution

  • Securing the ideal venue within budget constraints
  • Coordinating with multiple vendors for catering, decor, and entertainment
  • Managing RSVPs and guest communications effectively

Strategies Employed to Ensure a Seamless Event

  • Thorough vendor selection process based on reputation and previous work
  • Detailed event timeline and contingency plans for unforeseen circumstances
  • Regular communication and updates to the client to ensure alignment with expectations

Positive Outcomes and Attendee Feedback

The corporate gala achieved its objectives, receiving positive feedback from attendees and the client. The event’s success was measured through increased brand engagement, meaningful networking opportunities, and overall guest satisfaction.

This case study highlights the importance of meticulous planning, vendor management, and client collaboration in executing a successful corporate event.

Case Study 2: Transforming a Dream Wedding into Reality

Personalization and customization in wedding event planning.

When delving into successful event planning case studies, the focus on a dream wedding illustrates the significance of personalized experiences. The case study reflects the journey of fulfilling the couple’s unique vision while ensuring a seamless and unforgettable celebration.

Dealing with Last-Minute Changes and Unforeseen Circumstances

  • Flexibility in adapting to sudden changes in weather or venue availability
  • Quick decision-making and effective communication with vendors and the couple
  • Maintaining the overall ambiance and experience despite unexpected challenges

Emphasizing the Emotional Impact of a Successful Wedding Event

The case study unveils how the attention to detail and emotional resonance can elevate a wedding into an extraordinary and cherished memory. By understanding the couple’s preferences and translating them into a cohesive event, the planners demonstrated their expertise in creating an unforgettable experience.

This successful event planning case study exemplifies the emotional significance and meticulous coordination required to execute a flawless wedding event.

Case Study 3: Engaging Community with a Local Charity Fundraiser

Importance of community involvement in event planning.

This case study shines a spotlight on the successful integration of the local community in a charity fundraiser event. It emphasizes the significance of fostering a sense of unity and shared purpose to create meaningful experiences.

Balancing Entertainment and Purpose for Fundraising Events

  • Curating engaging activities and entertainment to foster a lively atmosphere
  • Incorporating storytelling and impactful presentations to connect attendees with the cause
  • Ensuring a seamless flow of the event program to maintain guest engagement

Showcasing the Impact of the Event on the Community and the Cause

The case study illustrates how a well-executed charity fundraiser can both uplift the community spirit and generate substantial contributions towards the cause. It exemplifies the positive outcomes that can be achieved through purpose-driven event planning.

This successful event planning case study underscores the potential for community-centric events to make a lasting impact beyond the event itself.

Lessons Learned and Best Practices

The exploration of these successful event planning case studies reveals several recurrent best practices and valuable insights for aspiring event planners aiming for success in similar events.

Key Takeaways for Aspiring Event Planners

  • Prioritize meticulous planning and attention to detail in every aspect of the event
  • Build strong vendor relationships to ensure seamless execution and quality delivery
  • Embrace flexibility and adaptability to effectively manage unexpected challenges

Tips for Adapting the Lessons to Different Event Types and Sizes

  • Tailoring the event planning approach to suit the specific needs and objectives of diverse events
  • Implementing creative solutions and personalized touches to enhance the overall event experience
  • Scaling strategies and best practices to align with varying event scales and audience demographics

Conclusion: Empower Your Event Planning Journey with Insightful Case Studies

The journey through these compelling event planning case studies underscores the vital role of leveraging real-life successes to fuel one’s own event planning ventures. These stories serve as a wellspring of inspiration and wisdom for both budding and experienced event planners alike.

We urge you to glean insights from these successful event planning case studies and infuse your own event planning endeavors with the learnings and best practices encapsulated in these narratives. Embrace the evolving landscape of event planning with the confidence and knowledge derived from these impactful case studies.

Q: Why are successful event planning case studies important for aspiring event planners?

A: Successful event planning case studies offer real-life examples of effective strategies, challenges, and outcomes, serving as valuable learning resources for aspiring event planners to understand and apply best practices in their own ventures.

Q: How can event planners leverage insights from case studies in their own projects?

A: By analyzing successful event planning case studies, event planners can extract actionable insights, innovative approaches, and proven methods, which can be adapted to enhance their own event planning projects.

Q: What types of events are typically covered in successful event planning case studies?

A: Successful event planning case studies may cover a wide range of events, including corporate galas, weddings, charity fundraisers, product launches, and community events, showcasing diverse planning approaches and outcomes.

Q: Are there common challenges addressed in successful event planning case studies?

A: Yes, successful event planning case studies often highlight common challenges such as budget management, vendor coordination, unexpected changes, and maintaining the overall guest experience.

Q: Where can event planners find more detailed case studies and resources?

A: Event planners can access detailed case studies and additional resources from reputable event planning organizations, industry publications, and professional associations with valuable insights and best practices for successful event planning.  

27 Case Study Examples Every Marketer Should See

Caroline Forsey

Published: July 22, 2024

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

marketer reviewing case study examples

In this post, I’ll go over the definition of a case study and the best examples to inspire you.

Table of Contents

What is a case study?

Marketing case study examples, digital marketing case study examples.

business events case study

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  • General Case Study Template

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A case study is a detailed story of something your company did. It includes a beginning — often discussing a challenge, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer.

This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial.

A great case study also has research and stats to back up points made about a project's results.

There are several ways to use case studies in your marketing strategy.

From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer.

Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

There’s no better way to generate more leads than by writing case studies . However, without case study examples from which to draw inspiration, it can be difficult to write impactful studies that convince visitors to submit a form.

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company's offers in a way that is useful to your audience. So, look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data.

In other words, you don’t get just nice statements, like “this company helped us a lot.” You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

digital marketing case study, template

digital marketing case study, hubspot

digital marketing case study example from Rozum Robotics

digital marketing case study example from carolhwilliams

digital marketing case study example from fantasy

digital marketing case study example from google

digital marketing case study example from herman miller

digital marketing case study example from aws

digital marketing case study example from asana

digital marketing case study example from ampagency

digital marketing case study example from evisort

digital marketing case study example from cloudflight

digital marketing case study example from textel

digital marketing case study example from happeo

digital marketing case study example from ctp boston

digital marketing case study example from genuine

digital marketing case study example from apptio

digital marketing case study example from biobot analytics

digital marketing case study example from gartner

digital marketing case study example from Redapt

digital marketing case study example from Rozum Robotics

digital marketing case study example from fractl

digital marketing case study example from switch

Cognism SEO marketing case study

Key Learnings from the Directive Consulting Case Study Example

  • Give relevant context in the client overview section. This gives readers essential background information on the client.
  • Offer a step-by-step breakdown of the strategy, including initial actions and subsequent adjustments. This helps readers understand the reasoning behind each decision.

27. “ Vena Solutions Case Study ” By Siege Media

Vena digital marketing case study

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How to Create Marketing Offers That Don't Fall Flat

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Showcase your company's success using these free case study templates.

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Case Studies: Successful Events Using Event Software

Introduction.

In the evolving realm of event planning, success hinges on adapting to the target audience’s demands and creating memorable experiences. This compilation of case studies uncovers the success stories of prominent organizations such as GE Healthcare, leveraging modern platforms in the information technology sector. These stories illuminate the transformative power of event software in orchestrating successful product launches, virtual and hybrid events, and esports competitions across the United States and beyond. They highlight amplified customer satisfaction, enhanced security, significant cost savings, and insightful analytics, offering valuable lessons for event planners on the path to success. Delve into these customer stories to discover how the right platform can elevate your event planning strategies.

5 Event Case Studies

Case study 1: product launch by ge healthcare.

GE Healthcare leveraged a top-tier platform in the information technology sector to successfully launch a groundbreaking product. This case study emphasizes the crucial role of analytics in understanding the target audience, leading to a memorable experience and amplified customer satisfaction.

Case Study 2: Virtual Event In The United States

As the demand for virtual events surged, a prominent firm triumphed in hosting a large-scale virtual event using advanced event software. The event offered attendees an interactive experience and demonstrated impressive cost savings, making it a success story worth noting.

Case Study 3: Hybrid Event In The Information Technology Sector

In this customer story, an IT company adeptly bridged the gap between physical and digital spaces, setting up a hybrid event that attracted a broad audience. The event showcased the platform’s security features, underscoring the importance of safety in memorable experiences.

Case Study 4: Esports Competition

This case study recounts how a leading Esports organization used an event software platform to deliver an exceptional experience for attendees, from live streaming to real-time social media integration. This success story encapsulates the power of creating memorable experiences for a specific target audience.

Case Study 5: United Nations Conference

The United Nations harnessed event software to enhance the attendee experience at a crucial conference. With robust analytics, seamless security, and improved customer satisfaction, this case study is an example of how event planners can utilize technology for successful and impactful events.

The Skift Take: These case studies demonstrate the powerful role of event software platforms in facilitating successful events, from product launches to large-scale conferences. Leveraging technology, organizations like GE Healthcare and the United Nations have improved attendee experience, enhanced security, saved costs, and gained valuable insights. These success stories serve as a testament to the transformative potential of information technology in event planning.

Why Event Badges Will Never Be The Same Again [Case Study]

The digital revolution has forever changed the face of event badges. In our case study, we delve into how technology-driven badges have enhanced the event experience, providing not just identity verification, but also serving as a tool for networking, data collection, and improving overall attendee engagement.

How To Increase Engagement With Your Event App By 350% [Case Study]

In this case study, we unravel the strategy behind a staggering 350% increase in event app engagement. Through a blend of user-friendly design, interactive features, and personalized content, the case underlines the power of a well-implemented event app in boosting attendee interaction and enhancing the overall event experience.

How To Meet Green [Case Study]

This case study explores the concept of sustainable event planning. It illustrates how a platform’s features can facilitate ‘green’ events, thereby reducing environmental impact while ensuring a memorable attendee experience. Such initiatives highlight the potential for event software to contribute meaningfully towards global sustainability goals.

How To Increase Attendance By 100+% [Case Study]

This case study explores the tactics employed by an organization which led to a remarkable doubling of event attendance. The successful campaign, powered by a robust event software platform, offered personalized communication, early bird incentives, and an appealing event agenda, demonstrating the potential of effective marketing strategies in boosting event turnout.

How This Event Boosted Their Success [Case Study]

This case study unravels the success journey of an event that significantly boosted their success using a comprehensive event software platform. The strategic use of interactive features, data insights, and exceptional planning led to a remarkable rise in attendee satisfaction and engagement, underlining the game-changing potential of technology in event management.

In the dynamic field of event planning. The power of leveraging advanced platforms in information technology, as demonstrated in the case studies, is clear. Success stories from esteemed organizations such as GE Healthcare. Underscore the invaluable role of event software in facilitating triumphant product launches, virtual and hybrid events, and even esports competitions. The benefits are manifold, including enhanced customer satisfaction, improved security, substantial cost savings, and the generation of valuable analytics to guide future strategies. These case studies serve as tangible proof that the right technology can significantly elevate the success of your event.

If these success stories inspire you to embrace the transformative power of event software. We invite you to experience the difference firsthand. Orderific is ready to demonstrate how our platform can elevate your event planning process. Book a demo with us today and begin your journey towards unprecedented event success.

What role do event case studies play in the event planning and management process?

Event case studies offer real-world examples of successful planning and management strategies, providing valuable insights and lessons.

How can event professionals benefit from studying real-world success stories in the industry?

They can gain practical knowledge, tactics, and inspiration to implement successful strategies in their own events.

What types of insights can event case studies provide for improving future events?

Event case studies provide actionable insights into effective planning strategies, attendee engagement, and ROI optimization.

Are there specific industries or event types that are commonly featured in case studies?

Yes, industries often featured include tech, healthcare, and entertainment, and event types range from corporate events to music festivals.

How can event planners effectively apply lessons learned from case studies to their own projects?

They can apply these lessons by tailoring the strategies highlighted in case studies. Which aligns with their event’s unique needs and goals.

Introduction Enhancing a new employee's onboarding experience is crucial in an increasingly digital world. Through our advanced onboarding software, we Read more

Introduction Artificial intelligence (AI) is revolutionizing the event planning industry, offering event planners innovative tools to craft immersive, personalized experiences. Read more

Introduction Event technology is rapidly evolving, presenting opportunities and challenges for event planners. The adoption of event tech can significantly Read more

Introduction The era of big data has ushered in an unprecedented opportunity for event organizers. The wealth of event data Read more

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Storydoc

5 Steps for Writing a Case Study for Business (+Templates)

Get professional tips for writing a case study that drives business impact. Learn the best format and research method to use alongside examples & templates.

business events case study

John McTale

7 minute read

writing a case study for busine

SHORT ANSWER

What is a case study.

  • Open with an introductory overview
  • Explain the problem in question
  • Detail the solutions that solved the problem
  • Refer to key results
  • Finish with recommendations and next steps

Why you need a case study

“I climbed Mount Everest and I did it all by myself.” “Yeah mate, pics or it didn’t happen.” The same logic applies to case studies. In business, it’s “case studies or it didn’t happen.” A well-written case study legitimizes your product or services. It proves the impact your actions have on the bottom line and is the single most important element of building trust amongst prospective clients. But… How do you write a *perfect* case study? One that engages readers and makes them care about your offering and excited to work with you?

business events case study

In business, a case study , or customer success story, is a marketing tool that showcases how your product or service helped clients overcome business challenges. It uses statistics, quotes, and specific examples to convincingly highlight your ability to produce results.

What is the purpose of a case study?

The purpose of a case study, usually, is to provide your prospective clients with specific examples of how your products or services can help solve business problems they might be facing.

Case studies legitimize your business activities allowing you to go beyond explaining what you do and focus on how well you do it. (And, in case you were wondering just HOW important case studies are, here’s an item of data to ponder: according to a DemandGen report , 78% of B2B buyers want to review case studies before making a purchase decision. Another study by Uplift found that at the end of 2023, f or the third year in a row, marketers ranked case studies the #1 most effective marketing tactic to increase sales—ahead of general website content, SEO, blog posts, social media, paid ads and other tactics. )

There’s no magic behind it. Just a proven, simple formula I’m about to share with you. Spend the next 7 minutes reading this guide and you’ll learn how to write case studies better than any case study you’ve created in the past. Important caveat: this article explains how to write a case study for business purposes. If you’re interested in writing research case studies for academia, refer to this excellent guide by University of Southern California. If, in turn, you’re struggling with putting together a medical case study, here’s a fantastic 101 by the BMJ . I’m not going to pretend I know better than these guys do.

For your reference, here’s an example of our very own case study, showing how, at Storydoc, we helped the Spot company boost some of their key metrics: Learn How Spot by NetApp boosted their conversion rates 2x.

Spot's team used this deck to boost their conversion 2x

By drawing the bigger picture even deep-tech software products can be easily explained.

Spot by Ocean sales deck

Browse interactive case study templates

No matter how great the contents of your case study might be, if you fail to present it in an eye-pleasing way, most likely, no one will really read it. The good news? I’ve put together a gallery of the most professional, attention-grabbing case study templates available online. You can find it here: Case Study Templates & Design Tips Or, take a shortcut to great case study design and use our presentation maker . Have a look below to see what your case study might look like.

open

And now, let’s get to the case study 101. (If you’re only interested in a specific section of a case study, simply click on a jump-to link in the table of contents below.

Here's how to write a case study:

business events case study

1. Open with an introductory overview

The last thing you want is for someone to open your case study, give it a quick glance, and decide to skip. See— People don’t usually read case studies. At least not immediately. First, they skim the contents to see if the subject is relevant enough. How to make sure your case study sticks? At the beginning, place an introductory overview (also called an “executive summary”). Provide an overview of the whole case. It’s not supposed to be a catchy intro but a full synopsis, detailing the problem at hand, your assumptions, the solutions implemented, and the results achieved.

How to write a case study introduction?

Introduce the purpose of the case study—specify exactly what you were aiming to achieve.

Define the problem or the most significant challenge. For instance, low conversion rates, a technological issue or high costs. (It could also be a combination of such factors!)

Explain briefly what the solution to the problem was.

Share the most important results your actions produced. Don’t go into too much detail, a few key points will do. It’s best if you can quantify the results: numbers pop!

Keep it short. Usually, 2–4 paragraphs + a few bullet points with key results will do.

While, as its name implies, this section comes at the beginning of your case study, write it last. First, craft the rest of your document, then pick the most important bits and compile them into the introductory overview.

2. Explain the problem in question

“Adam caught a flat tire. In the middle of the desert. He had no spare, no signal, no food, and only enough water to keep him alive for 48 hours.” Oh dear, poor Adam! What could possibly be done to help him?! See, in your case study, make the client seem like Adam so that, later on, you can paint your company like the miraculous savior. Of course, I’m exaggerating, but only so much. The purpose of the “problem” section in a case study is to arouse emotions from the readers. Ideally, in such a way that they can picture themselves as Adam. Highlight a problem your product or services solve and present an example of when that problem was troubling a client really badly.

How to write a “problem” section in a case study?

In a single sentence, describe your customer’s business challenges and objectives.

Explain the problem your customer faced that prevented them from achieving those objectives prior to working with you.

If that was the case, mention other solutions your client experimented with that didn’t work out and explain why.

Make it clear how the issue or problem impacted the client’s business results so that it’s easy to understand why a solution was badly needed.

3. Detail the solutions implemented to solve the problem

Here comes the moment to toot your own horn a bit (and also that moment when you can get slightly technical). Present your solutions in reference to the issue your client was dealing with and make it obvious that those are easily replicable for all future cases. Of course, the exact formula for this section will depend on your industry and mode of operation. Sometimes a 2–3 paragraph summary will be enough, in other cases, you’ll need to include more detailed technical specs regarding the solution you implemented.

How to write a solutions section in a case study?

Focus on your customer’s experience in using your product or services.

Explain the process: say how long it took to get the solution up and running and what teams on your customer’s end were involved.

Highlight the features of your product or service that turned out to be the most beneficial to your customer.

If possible, attach or link to relevant assets that will work as real-life examples of your solution (unless, of course, the information is highly sensitive).

Always run your case study by your client’s marketing team before you go live. Even if you’re using direct quotes or verifiable results, it’s ultimately their decision whether or not to make certain information freely available.

4. Refer to key results

In business, nothing speaks louder than ROI and you know it. Prospective customers reading your case study won’t be bothered to take notice of your state-of-the-art technology or innovative approach. Neither will they care about your past customers’ happiness. What they want to know is this: Will that help me save or make money? When writing a case study, your job is to present results in a way that answers the above question with a resounding YES. You need to make it blatantly obvious that your solutions heavily impact the bottom line of the client in question and that such results are easily replicable.

Here’s how to write about results:

In a few bullet points, list numerical results your solution delivered to the client.

Ideally, you’ll want to include revenue-related data: increase in clients’ base, more demos booked, higher conversion rates, or optimized pricing.

If you can’t (or aren’t allowed to) share hard sales numbers, refer to softer KPIs: time saved, customer happiness scores, expanding the community, or enhancing brand visibility.

If possible, by all means include quotes from your client. Results should speak for themselves, obviously, but showing the real human whose problems you solved makes for a much more powerful narrative. Plus, it further adds credibility to the case study. Start by preparing a list of powerful case study questions to guide your client interviews.8

5. Finish with recommendations and next steps

Everyone enjoys a solid epilogue. To end on a high note, include a list of key findings from your case study. Even if a given reader won’t decide to get in touch with you, at least you’ll provide them with a valuable source of knowledge—sometimes that’s enough to keep your company top of mind in the future. Plus, if you’re planning to continue working with the subject of your case study, definitely mention that! It shows that your support is valuable enough to warrant long-term collaboration, not just a one-off endeavor. Now, not every case study requires a call to action (especially if your main purpose is to inform and educate rather than convert, which is okay, too), but for those more commercially-oriented ones, do add it. Make your CTA singular and clear —if the most desired action is to reach out to you, leave your contact details, if you’d rather direct prospects to a landing page or a welcome screen, add a button.

And that’s a wrap!

Here are the key points to keep in mind when writing a case study:

Put an introductory overview at the beginning.

Present the problem you were solving and your exact solutions to that problem.

Include numerical, verifiable results your product or services delivered for the client.

Explain what the next steps are, especially if you plan to continue working with the client.

Finish with a strong, clear CTA, making it easy for prospects to reach out to you.

Thanks for reading the guide. Keeping my fingers crossed for your case study and wishing many successful cases so that you’ll always have something to write about.

business events case study

Hi, I'm John, Editor-in-chief at Storydoc. As a content marketer and digital writer specializing in B2B SaaS, my main goal is to provide you with up-to-date tips for effective business storytelling and equip you with all the right tools to enable your sales efforts.

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Blog Beginner Guides 6 Types of Case Studies to Inspire Your Research and Analysis

6 Types of Case Studies to Inspire Your Research and Analysis

Written by: Ronita Mohan Sep 20, 2021

What is a Case Study Blog Header

Case studies have become powerful business tools. But what is a case study? What are the benefits of creating one? Are there limitations to the format?

If you’ve asked yourself these questions, our helpful guide will clear things up. Learn how to use a case study for business. Find out how cases analysis works in psychology and research.

We’ve also got examples of case studies to inspire you.

Haven’t made a case study before? You can easily  create a case study  with Venngage’s customizable case study templates .

Click to jump ahead:

What is a case study?

6 types of case studies, what is a business case study, what is a case study in research, what is a case study in psychology, what is the case study method, benefits of case studies, limitations of case studies, faqs about case studies.

A case study is a research process aimed at learning about a subject, an event or an organization. Case studies are use in business, the social sciences and healthcare.

A case study may focus on one observation or many. It can also examine a series of events or a single case. An effective case study tells a story and provides a conclusion.

Case Study Definition LinkedIn Post

Healthcare industries write reports on patients and diagnoses. Marketing case study examples , like the one below, highlight the benefits of a business product.

Bold Social Media Business Case Study Template

Now that you know what a case study is, let’s look at the six different types of case studies next.

There are six common types of case reports. Depending on your industry, you might use one of these types.

Descriptive case studies

Explanatory case studies, exploratory case reports, intrinsic case studies, instrumental case studies, collective case reports.

6 Types Of Case Studies List

We go into more detail about each type of study in the guide below.

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

When you have an existing hypothesis, you can design a descriptive study. This type of report starts with a description. The aim is to find connections between the subject being studied and a theory.

Once these connections are found, the study can conclude. The results of this type of study will usually suggest how to develop a theory further.

A study like the one below has concrete results. A descriptive report would use the quantitative data as a suggestion for researching the subject deeply.

Lead generation business case study template

When an incident occurs in a field, an explanation is required. An explanatory report investigates the cause of the event. It will include explanations for that cause.

The study will also share details about the impact of the event. In most cases, this report will use evidence to predict future occurrences. The results of explanatory reports are definitive.

Note that there is no room for interpretation here. The results are absolute.

The study below is a good example. It explains how one brand used the services of another. It concludes by showing definitive proof that the collaboration was successful.

Bold Content Marketing Case Study Template

Another example of this study would be in the automotive industry. If a vehicle fails a test, an explanatory study will examine why. The results could show that the failure was because of a particular part.

Related: How to Write a Case Study [+ Design Tips]

An explanatory report is a self-contained document. An exploratory one is only the beginning of an investigation.

Exploratory cases act as the starting point of studies. This is usually conducted as a precursor to large-scale investigations. The research is used to suggest why further investigations are needed.

An exploratory study can also be used to suggest methods for further examination.

For example, the below analysis could have found inconclusive results. In that situation, it would be the basis for an in-depth study.

Teal Social Media Business Case Study Template

Intrinsic studies are more common in the field of psychology. These reports can also be conducted in healthcare or social work.

These types of studies focus on a unique subject, such as a patient. They can sometimes study groups close to the researcher.

The aim of such studies is to understand the subject better. This requires learning their history. The researcher will also examine how they interact with their environment.

For instance, if the case study below was about a unique brand, it could be an intrinsic study.

Vibrant Content Marketing Case Study Template

Once the study is complete, the researcher will have developed a better understanding of a phenomenon. This phenomenon will likely not have been studied or theorized about before.

Examples of intrinsic case analysis can be found across psychology. For example, Jean Piaget’s theories on cognitive development. He established the theory from intrinsic studies into his own children.

Related: What Disney Villains Can Tell Us About Color Psychology [Infographic]

This is another type of study seen in medical and psychology fields. Instrumental reports are created to examine more than just the primary subject.

When research is conducted for an instrumental study, it is to provide the basis for a larger phenomenon. The subject matter is usually the best example of the phenomenon. This is why it is being studied.

Take the example of the fictional brand below.

Purple SAAS Business Case Study Template

Assume it’s examining lead generation strategies. It may want to show that visual marketing is the definitive lead generation tool. The brand can conduct an instrumental case study to examine this phenomenon.

Collective studies are based on instrumental case reports. These types of studies examine multiple reports.

There are a number of reasons why collective reports are created:

  • To provide evidence for starting a new study
  • To find pattens between multiple instrumental reports
  • To find differences in similar types of cases
  • Gain a deeper understanding of a complex phenomenon
  • Understand a phenomenon from diverse contexts

A researcher could use multiple reports, like the one below, to build a collective case report.

Social Media Business Case Study template

Related: 10+ Case Study Infographic Templates That Convert

A business or marketing case study aims at showcasing a successful partnership. This can be between a brand and a client. Or the case study can examine a brand’s project.

There is a perception that case studies are used to advertise a brand. But effective reports, like the one below, can show clients how a brand can support them.

Light Simple Business Case Study Template

Hubspot created a case study on a customer that successfully scaled its business. The report outlines the various Hubspot tools used to achieve these results.

Hubspot case study

Hubspot also added a video with testimonials from the client company’s employees.

So, what is the purpose of a case study for businesses? There is a lot of competition in the corporate world. Companies are run by people. They can be on the fence about which brand to work with.

Business reports  stand out aesthetically, as well. They use  brand colors  and brand fonts . Usually, a combination of the client’s and the brand’s.

With the Venngage  My Brand Kit  feature, businesses can automatically apply their brand to designs.

A business case study, like the one below, acts as social proof. This helps customers decide between your brand and your competitors.

Modern lead Generation Business Case Study Template

Don’t know how to design a report? You can learn  how to write a case study  with Venngage’s guide. We also share design tips and examples that will help you convert.

Related: 55+ Annual Report Design Templates, Inspirational Examples & Tips [Updated]

Research is a necessary part of every case study. But specific research fields are required to create studies. These fields include user research, healthcare, education, or social work.

For example, this UX Design  report examined the public perception of a client. The brand researched and implemented new visuals to improve it. The study breaks down this research through lessons learned.

What is a case study in research? UX Design case study example

Clinical reports are a necessity in the medical field. These documents are used to share knowledge with other professionals. They also help examine new or unusual diseases or symptoms.

The pandemic has led to a significant increase in research. For example,  Spectrum Health  studied the value of health systems in the pandemic. They created the study by examining community outreach.

What is a case study in research? Spectrum healthcare example

The pandemic has significantly impacted the field of education. This has led to numerous examinations on remote studying. There have also been studies on how students react to decreased peer communication.

Social work case reports often have a community focus. They can also examine public health responses. In certain regions, social workers study disaster responses.

You now know what case studies in various fields are. In the next step of our guide, we explain the case study method.

In the field of psychology, case studies focus on a particular subject. Psychology case histories also examine human behaviors.

Case reports search for commonalities between humans. They are also used to prescribe further research. Or these studies can elaborate on a solution for a behavioral ailment.

The American Psychology Association  has a number of case studies on real-life clients. Note how the reports are more text-heavy than a business case study.

What is a case study in psychology? Behavior therapy example

Famous psychologists such as Sigmund Freud and Anna O popularised the use of case studies in the field. They did so by regularly interviewing subjects. Their detailed observations build the field of psychology.

It is important to note that psychological studies must be conducted by professionals. Psychologists, psychiatrists and therapists should be the researchers in these cases.

Related: What Netflix’s Top 50 Shows Can Teach Us About Font Psychology [Infographic]

The case study method, or case method, is a learning technique where you’re presented with a real-world business challenge and asked how you’d solve it.

After working through it independently and with peers, you learn how the actual scenario unfolded. This approach helps develop problem-solving skills and practical knowledge.

This method often uses various data sources like interviews, observations, and documents to provide comprehensive insights. The below example would have been created after numerous interviews.

Case studies are largely qualitative. They analyze and describe phenomena. While some data is included, a case analysis is not quantitative.

There are a few steps in the case method. You have to start by identifying the subject of your study. Then determine what kind of research is required.

In natural sciences, case studies can take years to complete. Business reports, like this one, don’t take that long. A few weeks of interviews should be enough.

Blue Simple Business Case Study Template

The case method will vary depending on the industry. Reports will also look different once produced.

As you will have seen, business reports are more colorful. The design is also more accessible . Healthcare and psychology reports are more text-heavy.

Designing case reports takes time and energy. So, is it worth taking the time to write them? Here are the benefits of creating case studies.

  • Collects large amounts of information
  • Helps formulate hypotheses
  • Builds the case for further research
  • Discovers new insights into a subject
  • Builds brand trust and loyalty
  • Engages customers through stories

For example, the business study below creates a story around a brand partnership. It makes for engaging reading. The study also shows evidence backing up the information.

Blue Content Marketing Case Study Template

We’ve shared the benefits of why studies are needed. We will also look at the limitations of creating them.

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

There are a few disadvantages to conducting a case analysis. The limitations will vary according to the industry.

  • Responses from interviews are subjective
  • Subjects may tailor responses to the researcher
  • Studies can’t always be replicated
  • In certain industries, analyses can take time and be expensive
  • Risk of generalizing the results among a larger population

These are some of the common weaknesses of creating case reports. If you’re on the fence, look at the competition in your industry.

Other brands or professionals are building reports, like this example. In that case, you may want to do the same.

Coral content marketing case study template

What makes a case study a case study?

A case study has a very particular research methodology. They are an in-depth study of a person or a group of individuals. They can also study a community or an organization. Case reports examine real-world phenomena within a set context.

How long should a case study be?

The length of studies depends on the industry. It also depends on the story you’re telling. Most case studies should be at least 500-1500 words long. But you can increase the length if you have more details to share.

What should you ask in a case study?

The one thing you shouldn’t ask is ‘yes’ or ‘no’ questions. Case studies are qualitative. These questions won’t give you the information you need.

Ask your client about the problems they faced. Ask them about solutions they found. Or what they think is the ideal solution. Leave room to ask them follow-up questions. This will help build out the study.

How to present a case study?

When you’re ready to present a case study, begin by providing a summary of the problem or challenge you were addressing. Follow this with an outline of the solution you implemented, and support this with the results you achieved, backed by relevant data. Incorporate visual aids like slides, graphs, and images to make your case study presentation more engaging and impactful.

Now you know what a case study means, you can begin creating one. These reports are a great tool for analyzing brands. They are also useful in a variety of other fields.

Use a visual communication platform like Venngage to design case studies. With Venngage’s templates, you can design easily. Create branded, engaging reports, all without design experience.

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International Journal of Qualitative Methods

Case Study Method: A Step-by-Step Guide for Business Researchers

Introduction, discussion and conclusion, declaration of conflicting interests, cite article, share options, information, rights and permissions, metrics and citations, figures and tables, foundation phase, critical theory, interpretivism.

 Abduction (Systematic Combining)DeductionInduction
AimTo understand social phenomena in terms of social actors’ motives and understandingTo test theories, to eliminate false one, and to corroborate the survivorTo verify the theory by searching for the facts and to establish description of the patterns
StartRelated theories, observations of everyday accountsDeduce hypothesis from a tentative theoryTested theory
FinishTentative theory\frameworkHypothesis testing\theory testingTheory verification and generalization\universal law
Researcher stanceInquiry from insideInquiry from outsideInquiry from outside
Researcher accountRespondent view explained by the researcherResearcher’s viewpointResearcher’s viewpoint

Prefield Phase

Field phase, reporting phase, 2. prefield phase, research study protocols.

Focus (Research Questions)What I Was Looking for?
Components of the value cocreation process
Nature of value realized
Resources utilization and integration
Networks involvement
Communication
Source of EvidenceFocus
Participant interviewsDiscussions were based on role, contribution, interaction with other actors, and process of feedback during the project.
Meeting observationsVarious aspects such as experience, interaction, participants learning, and so on were observed and analyzed in order to map out the value cocreation process.
Project reportsProject reports were key to provide an overview of the whole project, team members’ details and history, and the operations of the project.
End user feedback documentsThe feedback itself is not key, but the process of achieving the feedback and transferring it to other actors is important.
Meeting notesMeeting notes were used to make sure nothing is missed during meeting, and it also helped to support field notes taken during meeting observation.
CaseDescriptionLocationParticipants
CRM software projectA CRM software project between an American-owned Information and Communication Technology (ICT) services provider in Auckland and its client. Client is a service providing firm with business- and consumer-level customers. Vendor developed a CRM software for client, based on the specification given by client. The client was using an older version of CRM software developed by same ICT service provider, and the relationship between firms was established. This project included updates, complete interface overhaul, database security improvements, and feature additions.Auckland, New Zealand.All participants involved in the ICT project representing vendor and client were treated as social actors for the purpose of this research. It included low-, medium-, and high-level employees.

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Event Management

5 Event Case Studies

Skift Meetings Studio Team

January 13th, 2017 at 10:00 AM EST

business events case study

Event planners are creating effective and successful events every single day, but on the whole we could do better with sharing event data and best practice. Here are 5 event case studies we can all learn from.

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Whether it is down to time, client confidentiality or protecting our ideas and ways of working eventprofs seem to struggle with shouting about our achievements and letting others benefit from our successes (or failures).

When a project is over we brainstorm and analyze internally within our team and with our clients but very few of us publish meaningful data and outcomes from our events for others to learn from and be inspired by. Perhaps this is one of the reasons why some executives struggle to appreciate the results and return that events can bring and why we still battle to protect event budgets in times of austerity?

As an industry we should work harder to crystallize the Return on Investment and Return on Objectives so there can be no doubt about the importance and relevance of events to the marketing mix. We need to demonstrate more clearly exactly how we added or created value through our events to prove that they are essential.

These 5 case studies from 2016 focus on events that achieved their objectives and share top tips on their learnings and data.

Why Event Badges Will Never Be the Same Again [Case Study]

badge

The 2016 Seattle GeekWire Startup Day used technology to help attendees get more from networking opportunities at the event and improve the experience. Through smart event badges they were able to create a total of 9,459 positive matches between participants with shared interests and analyze more closely the supply and demand.

How to Increase Engagement with your Event App by 350% [Case Study]

How-to-Increase-Engagement-with-your-Event-App-by-350%-[Case-Study]

If you invest in a mobile app for your event you want to be sure that people will download and use it. This case study outlines how the MAISON&OBJET exhibition increased engagement with their event app by 350%

How To Meet Green [Case Study]

green

One of the objectives of the Canadian Medical Association Annual Meeting was to create the greenest event going. Focusing on three main areas, this is how they did it and the difference they made.

How to Increase Attendance by 100+% [Case Study]

how-to-increase-attendance-by-100-case-study

Streamlining the registration process can have a big impact on workload and numbers. This case study shares how the Colorado Judicial Branch doubled the number of attendees for their largest conference and saved countless hours of administration time.

How This Event Boosted Their Success [Case Study]

how-the-ft-event-tour-boosted-their-success-case-study

Running regional events as part of a country-wide tour has plenty of challenges. This case study looks at how The Get Fit and Thick tour streamlined their processes for event success across the US.

In Conclusion

As these 5 case studies demonstrate, events can make a difference at a micro and macro level. As an industry let’s make a pledge to share our learnings, both positive and negative. By taking this bold step we can educate and support each other to run more effective events and further professionalize the event industry and spend event budget where they will yield the greatest results. We know the importance of events, and event technology , we need to do more to prove it to those that still need convincing.  

What Does California’s Junk Fee Law Mean for Planners?

Congress is working on a Junk Fee Prevention Act, but California isn’t waiting – its Honest Pricing Law went into effect Monday.

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Portland’s Destination Appeal Beyond the Meeting Room

Meeting planners are often challenged to provide exceptional experiences on limited budgets. A city with ample leisure appeal, such as Portland, Oregon, can give people a compelling reason to attend. Add in sector-specific field trips and strong EDI credentials, and this “Silicon Forest” is a meeting destination on the rise.

Travel Portland

Across the Country: How Immersive Experiences Shine Throughout the U.S.

Attendees are craving much more than education sessions and networking receptions. As event organizers try to cook up a recipe for elevated engagement, the key is finding a place that can lay the foundation for a truly immersive experience. Skift Meetings worked with Brand USA to find the country’s best-in-class immersive experiences. Here are five destinations that can redefine your next event.

Five people gaze in wonder at projection images of rain and falling flowers on the walls of a large interior space within Superblue Miami. It is part of the Universe of Water Particles Transcending Boundaries exhibit by teamLab.

5 Ways to Plan Life Sciences Events for the Tech-Driven Age

Life sciences events are more important than ever as face-to-face meetings return in force. Here’s how event planners can keep pace with rapid change in the industry, take advantage of accelerating tech innovation, and support the professionals tackling the top health challenges of the day.

A skyline view of Philadelphia, a city known for its thriving life sciences sector and the vibrant meetings and events industry that surrounds it.

RIMS Enhances Security Measures for RISKWORLD in San Diego

Extra security precautions were put in place at this year’s RIMS RISKWORLD conference in San Diego after an active shooter situation shut down the final day of the 2023 conference in Atlanta.

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Smart Meetings

Resource Guides

Case Studies

by Smart Meetings

April 10, 2024

business events case study

These stories dive behind-the-scenes of events. Prone to hiccups as events are, there are numerous tips to glean and lessons to learn. Read on to get the inside scoop.

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White Square: A Perfect Storm in Moscow

Brian Patterson was the lead developer of a large office project in Moscow when the global financial crisis hit. His project, which had looked like it would be jaw-droppingly profitable just months before, was suddenly thrown into turmoil, and he faced trouble on all fronts. His local development partner wanted to sell in order to shore up its failing balance sheet, his world-class anchor tenant suddenly reneged on its pre-lease agreement, the contractor was running months behind schedule, and the project’s bank was looking for any excuse to pull the construction loan.

Just months earlier, the project pro forma had projected hundreds of millions of dollars in profit. Suddenly there were serious questions around whether the project could even be completed. And if it could, what rent and cap rate values could be assumed to determine if it made sense to continue development? Patterson needed to make some assumptions to determine whether or not to accept a sale offer that had been drudged up by his local partner. And if he decided to turn down the sale offer, he needed to find a way forward through a maze of (i) diverging interests amongst his partners and (ii) project development problems.

As the economic and financial system faced global turmoil and threatened collapse, Patterson had to decide whether to keep developing the project – at significant risk to both the project and his personal career – or to sell for a modest profit and live to fight another day.

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  • DSDM Project Framework

Chapter 10: MoSCoW Prioritisation

Previous  chapter: 9  Workshops

10.1 Introduction

In a DSDM project where time has been fixed, it is vital to understand the relative importance of the work to be done in order to make progress and keep to deadlines. Prioritisation can be applied to requirements/User Stories, tasks, products, use cases, acceptance criteria and tests, although it is most commonly applied to requirements/ User Stories. (User Stories are a very effective way of defining requirements in an Agile style; see later chapter on Requirements and User Stories for more information.) MoSCoW is a prioritisation technique for helping to understand and manage priorities. The letters stand for:

  • S hould Have
  • C ould Have
  • W on’t Have this time

The use of MoSCoW works particularly well on projects. It also overcomes the problems associated with simpler prioritisation approaches which are based on relative priorities:

  • The use of a simple high, medium or low classification is weaker because definitions of these priorities are missing or need to be defined. Nor does this categorization provide the business with a clear promise of what to expect. A categorisation with a single middle option, such as medium, also allows for indecision
  • The use of a simple sequential 1,2,3,4… priority is weaker because it deals less effectively with items of similar importance. There may be prolonged and heated discussions over whether an item should be one place higher or lower

The specific use of Must Have, Should Have, Could Have or Won’t Have this time provides a clear indication of that item and the expectations for its completion.  

10.2 The MoSCoW Rules

10.2.1 Must Have

These provide the Minimum Usable SubseT (MUST) of requirements which the project guarantees to deliver. These may be defined using some of the following:

  • No point in delivering on target date without this; if it were not delivered, there would be no point deploying the solution on the intended date
  • Not legal without it
  • Unsafe without it
  • Cannot deliver a viable solution without it

Ask the question ‘what happens if this requirement is not met?’ If the answer is ‘cancel the project – there is no point in implementing a solution that does not meet this requirement’, then it is a Must Have requirement. If there is some way around it, even if it is a manual and painful workaround, then it is a Should Have or a Could Have requirement. Categorising a requirement as a Should Have or Could Have does not mean it won’t be delivered; simply that delivery is not guaranteed.  

10.2.2 Should Have

Should Have requirements are defined as:

  • Important but not vital
  • May be painful to leave out, but the solution is still viable
  • May need some kind of workaround, e.g. management of expectations, some inefficiency, an existing solution, paperwork etc. The workaround may be just a temporary one

One way of differentiating a Should Have requirement from a Could Have is by reviewing the degree of pain caused by the requirement not being met, measured in terms of business value or numbers of people affected.  

10.2.3 Could Have

Could Have requirements are defined as:

  • Wanted or desirable but less important
  • Less impact if left out (compared with a Should Have)

These are the requirements that provide the main pool of contingency, since they would only be delivered in their entirety in a best case scenario. When a problem occurs and the deadline is at risk, one or more of the Could haves provide the first choice of what is to be dropped from this timeframe.  

10.2.4 Won’t Have this time

These are requirements which the project team has agreed will not be delivered (as part of this timeframe). They are recorded in the Prioritised Requirements List where they help clarify the scope of the project. This avoids them being informally reintroduced at a later date. This also helps to manage expectations that some requirements will simply not make it into the Deployed Solution, at least not this time around. Won’t Haves can be very powerful in keeping the focus at this point in time on the more important Could Haves, Should Haves and particularly the Must Haves.

10.3 MoSCoW Relating to a Specific Timeframe

In a traditional project, all requirements are treated as Must Have, since the expectation is set from the start that everything will be delivered and that typically time (the end date) will slip if problems are encountered. DSDM projects have a very different approach; fixing time, cost and quality and negotiating features. By the end of Foundations, the end dates for the project and for the first Project Increment are confirmed. In order to meet this commitment to the deadline, DSDM projects need to create contingency within the prioritised requirements. Therefore the primary focus initially is to create MoSCoW priorities for the project. However, when deciding what to deliver as part of the Project Increment, the next focus will be to agree MoSCoW priorities for that Increment. So at this point, a requirement may have two priorities; MoSCoW for the project and MoSCoW for the Increment. Finally, when planning a specific Timebox (at the start of each Timebox) the Solution Development Team will allocate a specific priority for the requirements for this Timebox. At this point, the majority of requirements are Won’t Have (for this Timebox). Only requirements that the Solution Development Team plan to work on in the development timebox are allocated a Must Have, Should Have or Could Have priority. Therefore requirements may have three levels of priority:

  • MoSCoW for the project
  • MoSCoW for the Project Increment
  • MoSCoW for this Timebox

For example:

Even if a Must Have requirement for an IT solution is the facility to archive old data, it is very likely that the solution could be used effectively for a few months without this facility being in place. In this case, it is sensible to make the archive facility a Should Have or a Could Have for the first Project Increment even though delivery of this facility is a Must Have before the end of the project. Similarly, a Must Have requirement for a Project Increment may be included as a Should Have or a Could Have (or a Won't Have) for an early Timebox.

It is important that the bigger picture objectives (completion of the Project Increment and delivery of the project) are not forgotten when working at the Timebox level. One simple way to deal with this is to create a separate Timebox PRL, a subset of the project PRL that is specifically associated with an individual Timebox and leave the priorities unchanged on the main PRL for the project.  

10.4 Ensuring effective prioritisation

10.4.1 Balancing the priorities

When deciding the effort allocated for Must Have requirements, remember that anything other than a Must Have is, to some degree, contingency, since the Must Haves define the Minimum Usable SubseT which is guaranteed to be delivered.

DSDM recommends:

  • Getting the percentage of project/Project Increment Must Haves (in terms of effort to deliver) to a level where the team’s confidence to deliver them is high – typically no more than 60% Must Have effort
  • Agreeing a pool of Could Haves for the project/Project Increment that reflects a sensible level of contingency - typically around 20% Could Have effort. Creating a sensible pool of Could Haves sets the correct expectations for the business from the start – that these requirements/User Stories may be delivered in their entirety in a best case scenario, but the primary project/Project Increment focus will always be on protecting the Must Haves and Should Haves

This spread of priorities provides enough contingency to ensure confidence in a successful project outcome. NB When calculating effort for a timeframe, Won’t Haves (for this timeframe) are excluded. DSDM’s recommendations reflect a typical project scenario. The important thing to make MoSCoW work is to have some visible flexibility in the level of requirements which must be delivered. The safe percentage of Must Have requirements, in order to be confident of project success, is not to exceed 60% Must Have effort.

10a_-_moscow_-balancing_prio 1.png

Figure 10a: MoSCoW – balancing priorities

Levels of Must Have effort above 60% introduce a risk of failure, unless the team are working in a project where all of these criteria are true:

  • Estimates are known to be accurate
  • The approach is very well understood
  • The team are “performing” (based on the Tuckman model)
  • The environment is understood and low-risk in terms of the potential for external factors to introduce delays

In some circumstances the percentage of Must Have effort may be significantly less than 60%. However this can be used to the benefit of the business, by providing the greatest possible flexibility to optimise value delivered across a larger proportion of Should Haves. The exact split of effort between Musts, Shoulds, and Coulds is down to each project team to agree, although DSDM also recommends creating a sensible pool of Could Haves, typically around 20% of the total effort. Effective MoSCoW prioritisation is all about balancing risk and predictability for each project.  

10.4.2 Agreeing up front how priorities will work

DSDM defines what the different priorities mean – the MoSCoW Rules. But whereas the definition of a Must Have is not negotiable, the difference between a Should Have and a Could Have can be quite subjective. It is very helpful if the team agree, at the start of their project, how these lower level priorities will be applied. Understanding in advance some objective criteria that separate a Should Have from a Could Have and ensuring that all roles on the project buy into what has been agreed can avoid much heated discussion later. Look for defined boundaries that decide whether a requirement is a Should Have or a Could Have?

For example:

At what point does the number of people impacted raise a Could Have to a Should Have? Or, what value of benefits would justify dropping this requirement from a Should Have to a Could Have?

Ideally this agreement is reached before the requirements are captured.   

10.4.3 When to prioritise

very item of work has a priority. Priorities are set before work commences and the majority of this prioritisation activity happens during Foundations. However, priorities should be kept under continual review as work is completed. As new work arises, either through introduction of a new requirement or through the exposure of unexpected work associated with existing requirements, the decision must be made as to how critical it is to the success of the current work using the MoSCoW rules. When introducing new requirements, care needs to be taken not to increase the percentage of Must Have requirement effort beyond the agreed project level. The priorities of uncompleted requirements should be reviewed throughout the project to ensure that they are still valid. As a minimum, they should be reviewed at the end of each Timebox and each Project Increment.  

10.4.4 Discussing and reviewing priorities

Any requirement defined as a Must Have will, by definition, have a critical impact on the success of the project. The Project Manager, Business Analyst and any other member of the Solution Development Team should openly discuss requirements prioritised as Must Have where they are not obvious Must Haves (“Without this would we cancel the project/increment?”); it is up to the Business Visionary or their empowered Business Ambassador to explain why a requirement is a Must Have. The escalation of decision-making processes should be agreed early on, e.g. Business Ambassador and Business Analyst to Business Visionary to Business Sponsor, and the level of empowerment agreed around decision-making at each level. At the end of a Project Increment, all requirements that have not been met are re-prioritised in the light of the needs of the next Increment. This means that, for instance, a Could Have that is not met in one Increment may be reclassified subsequently as a Won’t Have for the next Increment, because it does not contribute enough towards the business needs to justify its inclusion. However, it could just as easily become a Must Have for the next Increment, if its low priority in the first Increment was based on the fact it was simply not needed in the first Solution Increment.  

10.5 Using MoSCoW to Manage Business Expectations

The MoSCoW rules have been defined in a way that allows the delivery of the Minimum Usable SubseT of requirements to be guaranteed. Both the Solution Development Team and those to whom they are delivering share this confidence because the high percentage effort of Shoulds and Coulds provides optimum contingency to ensure delivery of the Must Haves. The business roles can certainly expect more than delivery of only the Must Haves. The Must Haves are guaranteed but it is perfectly reasonable for the business to expect delivery of more than the Minimum Usable SubseT in the timeframe, except under the most challenging of circumstances. DSDM’s recommendation to create a sensible pool of Could Have contingency – typically around 20% of the total project/increment effort - identifies requirements that are less important or which have less impact if not delivered, in order to protect the more important requirements. This approach implies that the business can reasonably expect the Should Have requirements to be met, in addition to all of the Must Haves. It also implies that in a best case scenario, the Could Have requirements would also be delivered. The Solution Development Team cannot have the confidence to guarantee delivery of all the Must Have, Should Have and Could Have requirements, even though these have all been estimated and are included in the plan. This is because the plan is based on early estimates and on requirements which have not yet been analysed in low-level detail. Applying pressure to a team to guarantee delivery of Musts, Shoulds and Coulds is counter-productive. It usually results in padded estimates which give a false perception of success. “We always achieve 100% (because we added significant contingency to our figures”). So, combining sensible prioritisation with timeboxing leads to predictability of delivery and therefore greater confidence. This also protects the quality of the solution being delivered. Keeping project metrics to show the percentage of Should Haves and Could Haves delivered on each Project Increment or Timebox will either re-enforce this confidence, if things are going well, or provide an early warning of problems, highlighting that some important (but not critical) requirements may not be met at the project level.  

10.6 How does MoSCoW Relate to the Business Vision

10.6.1 The Business Sponsor’s perspective

The starting point for all projects is the business vision. Associated with the business vision are a set of prioritised requirements that contribute to delivery of the vision. Also associated with the business vision is a Business Case that describes the project in terms of what value it will deliver back to the business. Depending on the organization, this Business Case may be an informal understanding or it may be defined formally, showing what Return On Investment (ROI) is expected in order to justify the cost of the project. The MoSCoW priorities are necessary to understand the Minimum Usable SubseT and the importance of individual requirements. The Business Visionary must ensure that the requirements are prioritised, evaluated in business terms, and delivered to provide the ROI required by the Business Case, in line with the business vision.  

10.7 Making MoSCoW Work

Requirements are identified at various levels of detail, from a high-level strategic viewpoint (typically during Feasibility) through to a more detailed, implementable level (typically during Evolutionary Development). Highlevel requirements can usually be decomposed to yield a mix of sub-requirements, which can then be prioritised individually. This ensures the flexibility is maintained, so that if necessary, some of the detailed less important functionality can be dropped from the delivered solution to protect the project deadline. It is this decomposition that can help resolve one of the problems that often confront teams: that all requirements appear to be Must Haves. If all requirements were genuinely Must Haves, then the flexibility derived from the MoSCoW prioritisation would no longer work. There would be no lower priority requirements to be dropped from the deliverables to keep a project on time and budget. This goes against the DSDM ethos of fixing time and cost and flexing features (the triangles diagram in the Philosophy and Fundamentals chapter). Believing everything is a Must Have is often symptomatic of insufficient decomposition of requirements. Remember that team members may cause scope creep by working on ”interesting” things rather than the important things. MoSCoW can help avoid this.  

10.8 Tips for Assigning Priorities

1. Ensure that the business roles, in particular the Business Visionary and the Business Analyst, are fully up to speed as to why and how DSDM prioritises requirements.

2. Consider starting with all requirements as Won’t Haves, and then justify why they need to be given a higher priority.

3. For each requirement that is proposed as a Must Have, ask: ‘what happens if this requirement is not met?’ If the answer is ‘cancel the project; there is no point in implementing a solution that does not meet this requirement’, then it really is a Must Have. If not, then decide whether it is Should Have or a Could Have (or even a Won’t Have this time)

4. Ask: ‘if I come to you the night before Deployment and tell you there is a problem with a Must Have requirement and that we can’t deliver it – will you stop the Deployment?’ If the answer is ‘yes’ then this is a Must Have requirement. If not, decide whether it is Should Have or a Could Have.

5. Is there a workaround, even if it is a manual one? If a workaround exists, then it is not a Must Have requirement. When determining whether this is a Should Have or a Could Have requirement, compare the cost of the workaround with the cost of delivering the requirement, including the cost of any associated delays and any additional cost to implement it later, rather than now.

6. Ask why the requirement is needed – for this project and this Project Increment.

7. Is this requirement dependent on any others being fulfilled? A Must Have cannot depend on the delivery of anything other than a Must Have because of the risk of a Should Have or Could Have not being delivered.

8. Allow different priorities for acceptance criteria of a requirement.

For example:

'The current back-up procedures need to ensure that the service can be restored as quickly as possible.' How quick is that? Given enough time and money, that could be within seconds. A smarter definition would be to say it Should happen within four hours, but it Must happen within 24 hours.

9. Can this requirement be decomposed? Is it necessary to deliver each of these elements to fulfil the requirement? Are the decomposed elements of the same priority as each other? 10. Tie the requirement to a project objective. If the objective is not a Must Have, then probably neither is the requirement relating to it. 11. Does the priority change with time? For example, for an initial release a requirement is a Should Have, but it will become a Must Have for a later release. 12. Prioritise testing, using MoSCoW. 13. Use MoSCoW to prioritise your To Do list. It can be used for activities as well as requirements.   

10.9 Summary

MoSCoW (Must Have, Should Have, Could Have, Won’t Have this time) is primarily used to prioritise requirements, although the practice is also useful in many other areas. On a typical project, DSDM recommends no more than 60% effort for Must Have requirements on a project, and a sensible pool of Could Haves, usually around 20% effort. Anything higher than 60% Must Have effort poses a risk to the success and predictability of the project, unless the environment and any technology is well understood, the team is well established and the external risks minimal.

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Andrew Karolyi and John Tobin-de la Puente

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In June, the Colombian subsidiary of Spanish banking group BBVA announced that it was issuing what it described as the financial sector’s “first biodiversity bond”, in order to finance habitat conservation and restoration projects in the South American country. 

The $50mn initiative — backed by the International Finance Corporation (IFC), the private sector-focused arm of the World Bank, as structurer and investor — marks a turnaround for a nation recovering from half a century of violence and guerrilla activity. It also places Colombia among a select group of pioneers, including the Seychelles and Belize, that are using the financial markets to support the conservation of nature.

While the green bonds market has seen explosive growth in the past decade, the capital it has raised has overwhelmingly been invested in climate mitigation, alternative energy, and green transportation projects. Minimal amounts go to biodiversity conservation and habitat restoration projects. 

In financing nature, explicitly and directly, this Colombian bond breaks new ground, with metrics linked to objectives to benefit the environment. Invest ors will be repaid through a mix of funding sources including a carbon tax, the government budget and donors .

Test yourself

This is the sixth in a series of monthly business school-style teaching case studies devoted to responsible-business dilemmas faced by organisations. Read the piece and FT articles suggested at the end (and linked to within the piece) before considering the questions raised. 

About the authors: Andrew Karolyi is professor and dean, John Tobin-de la Puente is professor of practice and co-director of the Initiative on Responsible Finance, both at the Cornell SC Johnson College of Business.

The series forms part of a wide-ranging collection of FT ‘instant teaching case studies ’ that explore business challenges.

The question for those concerned about the destruction of the world’s natural habitats is whether this pioneering structured bond will be effective, and whether it could help to inspire a broader range of similar instruments aimed at countering loss of biodiversity around the world. 

Meanwhile, the question for investors is whether the vehicle is sufficiently attractive and robust to attract a new and growing class of funders that may share an interest in environmental issues but also seek competitive returns.

Located at the northern end of the Andes, Colombia straddles the Equator, the Pacific Ocean, the Caribbean, and the Amazon basin. It has the second-highest number of species on the planet after Brazil, and the highest species diversity when measured per square kilometre, according to the World Wildlife Fund . Colombia is home to more than 1,900 species of birds — on a par with Brazil and Peru.

Colombia will be on the frontline of biodiversity losses

But global warming threatens to cause dramatic harm to this biodiversity . Colombia will be on the frontline of these losses because it will be disproportionately affected by climate change compared to countries with fewer species that are more widespread.

Now, though, it could also be in the vanguard of new financial models to reverse the trend.

In 2016, a historic peace agreement between the government and leftist guerrilla group the Revolutionary Armed Forces of Colombia (Farc) marked the end of five decades of armed conflict. Despite continuing violence, the peace process has greatly improved the lives of citizens. However, it has also increased pressure on natural ecosystems. The political violence had meant large areas were shielded from illegal deforestation and degradation of the habitat.

Five years after the peace deal, Colombia became the first Latin American country to issue a green bond in its domestic market : a 10-year $200mn offering aiming to finance a variety of projects intended to benefit the environment — including water management, sustainable transport, biodiversity protection, and renewable energy. High investor demand meant the final amount had been increased by half again.

business events case study

Finance minister José Manuel Restrepo described the structured bond as an “important step” in finding new ways to finance investment in environmental projects: it would help develop a domestic green bond market and attract a wider range of investors. His ministry identified another $500mn in eligible projects that could be financed through green bonds, including a $50mn Colombian “blue bond” — financing focused on marine habitats and ocean-based projects that generate environmental co-benefits. This was successfully placed in 2023 with the help of BBVA and the IFC as structurer.

Now, the announcement of BBVA Colombia’s biodiversity bond marks another step forward. It focuses on reforestation, regeneration of natural forests on degraded land, mangrove conservation, and wildlife habitat protection.

In the case of green bonds, only a minuscule share of the money raised is spent on nature conservation, in part because few such projects generate cash flows from which to repay investors. Another reason is that it is harder to measure how effectively deployed resources dedicated to conservation — such as for monitoring species population growth — are, or to track activities that help to reach certain conservation target goals over time, such as for restoring degraded ecosystems.  

Using private, financial return-seeking capital to finance the sustainable management and conservation of natural resources is viewed by many experts as the most realistic solution to the twin crises of biodiversity loss and climate change — given the magnitude of investment needed. 

Yet there is growing political pushback against environmental and social initiatives, most notably in the US. 

Regulators and consumer groups have also launched legal actions to challenge green objectives. Large corporations, including Unilever, Bank of America and Shell, have in the past year dropped or missed goals to cut carbon emissions. And there has been disillusion with the ability of sustainability-linked bonds to meet their objectives. 

By association, that raises fresh questions about continued progress on biodiversity.

In biodiversity finance, doing deals is inherently more difficult

In tackling the climate crisis, the trajectory seems clear: the set of solutions needed is more or less agreed, and a good part of it makes economic sense. But, in biodiversity finance, doing deals is inherently more difficult.

It is more complex to structure transactions that generate proceeds to protect wildlife, restore ecosystems and fund other activities that may not generate cash flows, all while ensuring investors are repaid. Early successes — such as Belize’s blue bond are encouraging — but the potential for real scale is still unclear.

Questions for discussion

How companies are starting to back away from green targets (ft.com)

Green bond issuance surges as investors hunt for yield (ft.com)

Sustainability-linked bonds falter amid credibility concerns (ft.com)

Consider these questions:

1. How critical is the role of the IFC as structurer of the BBVA Colombia biodiversity bond deal in validating its legitimacy and providing investors with assurance? How important is it that IFC is also a co-investor in the biodiversity bond issuance?  

2. What are the pros and cons of the fact that the $50mn BBVA Colombia biodiversity bond deal has been launched following Colombia’s successful placement three years earlier of its sovereign green bond, and following its newly announced “green taxonomy”?  

3. What does the Colombian experience say about the likelihood of rapid change in how countries manage their biodiversity and climate impacts? Does Colombia demonstrate that such change is possible, or is its experience unique and unlikely to represent a model of rapid action for other countries?

4. Can biodiversity bonds meaningfully help to address biodiversity loss? And is this transaction the start of a trend? If not, why would BBVA Colombia have executed this transaction? Is it a gesture of goodwill and a recognition of its own corporate responsibility, or a means to greenwash some of its other less appealing investments?

5. Considering the economic and social context following the peace agreement between Colombia and the Farc forces, how might the shift from conflict to peace affect the country’s ability to balance economic development with environmental conservation?   

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Resource Catalog

We estimate fine particulate matter (PM2.5) concentrations daily using MODIS satellite observations of aerosol optical depth (AOD) for a major biomass burning event around Moscow during summer 2010. Evaluation of MODIS AOD with the Moscow AERONET site supports a MODIS-AOD error estimate of ±(0.05 + 0.2 x AOD) for this event. However, since the smoke was often thick (AOD > 4.0) and spatially variable, the standard MODIS algorithm incorrectly identifies some aerosol as cloud. We test relaxed cloud screening criteria that increase MODIS coverage by 21% and find excellent agreement with coincident operational retrievals (r2 = 0.994, slope = 1.01) with no evidence of false aerosol detection. We relate the resultant MODIS AOD to PM2.5 using aerosol vertical profiles from the GEOS-Chem chemical transport model. Our estimates are in good agreement with PM2.5 values estimated from in-situ PM10 (r2 = 0.85, slope = 1.06), and we find that the relationship between AOD and PM2.5 is insensitive to uncertainties in biomass burning emissions. The satellite-derived and in-situ values both indicate that peak daily mean concentrations of approximately 600 µg m-3 occurred on August 7, 2010 in the Moscow region of the Russian Federation. We estimate that exposure to air pollution from the Moscow wildfires may have caused hundreds of excess deaths. © 2011 Elsevier Ltd. All rights reserved.

Cataloging Information

  • aerosol optical depth
  • air quality
  • fire management
  • Moscow wildfires
  • particulates
  • remote sensing
  • statistical analysis

business events case study

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