innovation case study examples

Ten Types of Innovation: 30 new case studies for 2019

If you’ve followed my work for a while, you’ll know that I’m a big fan of the Ten Types of Innovation, a framework developed by Doblin (now a part of Deloitte).

I previously listed it as the #2 innovation framework you should be using.

And with good reason. I have used it frequently with clients to get them to think beyond innovating their product , which becomes harder, more expensive and less differentiating over time.

However, what I have found in recent workshops is that since it was originally published in 2013, some of the case studies and examples in the book already come across as out of date. That’s how rapidly the world is changing.

So here, I present three new more recent case studies for each of the Ten Types of Innovation, along with an outline on what each of them represents. Try and see which of these examples you would also suggest touch on more than one of the Ten Types, and let me know in the comments below:

1) Profit Model: How you make money

Innovative profit models find a fresh way to convert a firm’s offerings and other sources of value into cash. Great ones reflect a deep understanding of what customers and users actually cherish and where new revenue or pricing opportunities might lie.

Innovative profit models often challenge an industry’s tired old assumptions about what to offer, what to charge, or how to collect revenues. This is a big part of their power: in most industries, the dominant profit model often goes unquestioned for decades.

Recent examples:

• Fortnite – Pay to customise: This Free-to-Play video game by Epic Game Studios is currently one of the most popular and profitable games in the world. Unlike other “freemium” games which incentivise people to spend money to speed up progression, Fortnite is completely free to progress and people only need pay if they want to unlock cosmetic items which don’t affect gameplay but act to personalise their characters.
• Deloitte – Value sharing: Professional Services firm Deloitte is the world’s largest Management Consulting firm and still growing. They noticed a desire from their clients for assurance that the advice they were being given and transformation projects which Deloitte was running would actually succeed. As a result, Deloitte has begun trialling projects where instead of their fee being based just on Time and Materials, they will also share in value delivery, where additional bonus payments are only activated if previously-agreed performance metrics are successfully met.
• Supreme – Limiting supply: While most companies want to get their products in to the hands of as many people as possible, Supreme has built a cult following through deliberately forcing scarcity of its products. The streetwear clothing retailer announces limited items which will only be available from a specific day when they “drop”, and once they are sold out, that’s it, unless you want to pay huge markups for a second-hand item on eBay. Their red box logo is now so collectible and desirable that the company is able to sell almost anything by putting the logo on it for a limited time only. Case in point: you can find official Supreme Bricks (yes, like the ones used to build houses) which are still selling on eBay for $500.

Supreme’s limited quantity releases often lead to people queuing overnight

2) Network: How you connect with others to create value

In today’s hyper-connected world, no company can or should do everything alone. Network innovations provide a way for firms to take advantage of other companies’ processes, technologies, offerings, channels, and brands—pretty much any and every component of a business.

These innovations mean a firm can capitalize on its own strengths while harnessing the capabilities and assets of others. Network innovations also help executives to share risk in developing new offers and ventures. These collaborations can be brief or enduring, and they can be formed between close allies or even staunch competitors.

Recent Examples:

• Ford & Volkswagen – Developing Self-driving cars: As two of the world’s largest car-makers, Ford and Volkswagen are competitors on the road. However, in 2019 they announced a partnership to work together to develop technology for self-driving cars and electric vehicles which would be used in both company’s fleets of the future. While Ford brings more advanced automated driving technology, Volkswagen was leading in electric vehicles. Through the combined venture called ARGO, both firms can spread their R&D spending across more cars, while both developing competing products.
• Microsoft – launching on competitors platforms: Since new Microsoft CEO Satya Nadella has taken over, he has changed the innovation ethos of the company. Whereas previously Microsoft was a product-first company who tried to eliminate competing products and customers should stay within the company’s ecosystem, Nadella has shifted the mindset to a service company where their products should be accessible to customers should be able to access the products in whichever way they prefer. As a result, products such as Office 365 are now available in any web browser, as well as on the mobile marketplaces of Google’s Android and Apple’s IOS, previously seen as competitors.
• Huawei – Leveraging celebrity endorsement: Until recently, “high-quality smartphone” made people think of companies like Apple (USA), Samsung and LG (South Korea). Brands from China were often seen as competing on price but suffering from lower build quality and a lack of innovation. So in order to raise their profile in Western markets, Huawei has invested heavily in celebrities to endorse their flagship phones, such as Scarlett Johanssen, Lionel Messi, Henry Cavill and Gal Gadot. This initial investment raised brand name recognition, to the stage where it is now focusing marketing more towards features and functionality.

Huawei has paid Lionel Messi millions to endorse their brand

3) Structure: How you organize and align your talent and assets

Structure innovations are focused on organizing company assets—hard, human, or intangible—in unique ways that create value. They can include everything from superior talent management systems to ingenious configurations of heavy capital equipment.

An enterprise’s fixed costs and corporate functions can also be improved through Structure innovations, including departments such as Human Resources, R&D, and IT. Ideally, such innovations also help attract talent to the organization by creating supremely productive working environments or fostering a level of performance that competitors can’t match.

• Perpetual Guardian – Four-day working week: This small financial advisory firm in New Zealand trialed moving to a four-day working week, giving their staff an additional free day each week as long as they got their outputs done. As a result, they found people adjusted their working rhythm to achieve the same outcomes in 20% less time , while also resulting in more satisfied employees.
• Netflix – Unlimited Vacations: In order to drive their breakneck growth, Netflix reviewed their formal HR policies to see what processes were getting in the way of people doing their best work. They discovered that most bureaucratic processes which slowed down high performing individuals were in place to only handle situations where a low-performance individual would do something wrong. As a result, they scrapped most formal HR policies to free people to work in their own ways to benefit the company, summarised in their “Freedom and Responsibility” culture document, including allowing staff to take as many vacation days as they felt they needed to produce their best work.
• WeWork – Leveraging other companies’ hard assets: WeWork’s business model revolves around providing affordable office rentals for entrepreneurs and companies, fitting a lot of tenants into the same space by offering co-working areas. In order to rapidly deploy new working spaces and attract customers, WeWork started using a system called rental arbitrage, where they would rent commercial space, create a ready-to-use coworking setup, and then rent this space to customers. By not having to spend CAPEX on purchasing the buildings themselves, they were able to rapidly expand with lower overhead.

Netflix allows staff to take unlimited vacation days

4) Process: How you use signature or superior methods to do your work

Process innovations involve the activities and operations that produce an enterprise’s primary offerings. Innovating here requires a dramatic change from “business as usual” that enables the company to use unique capabilities, function efficiently, adapt quickly, and build market–leading margins.

Process innovations often form the core competency of an enterprise, and may include patented or proprietary approaches that yield advantage for years or even decades. Ideally, they are the “special sauce” you use that competitors simply can’t replicate.

• Tesla – Vertically integrated supply chain: Tesla’s electric cars require huge packs of EV batteries, made of thousands of lithium-ion cells. Until recently, the lack of demand for electric vehicles meant that companies had not invested in battery technology development, resulting in prices remaining high and making the cost of cars prohibitively more expensive than their gasoline counterparts. Tesla invested in a massive gigafactory to produce the newest battery packs themselves, and the economies of scale, as well as not paying markups to manufacturers, are estimated to save them 30% of the cost of the batteries.
• Amazon Web Services – opening internal technology to third parties: When Amazon Web Services initially launched in 2006 , it effectively launched the cloud computing market, allowing external companies to not just host webpages but run code and calculations at a fraction of the cost of building their own server network. Since then, Amazon has continued to develop new technology it would use for its own services, such as artificial intelligence, image recognition, machine learning, and natural-language processing, and later make this technology available to their customers.
• AliExpress – Making everyone a Shop Owner: AliExpress is one of the world’s largest eCommerce sites, and serves as a commercial storefront for thousands of Chinese companies, allowing you to purchase everything to phone cases to forklifts. However, AliExpress also allows the platform to handle purchases as listed on external storefronts using a system called drop-shipping, where anyone can set up their own store, sell someone else’s products (but to customers it looks like they are coming from the seller) and then have those manufacturers send the product directly to the customer.

Tesla’s Gigafactory is the world’s largest building

5) Product Performance: How you develop distinguishing features and functionality

Product Performance innovations address the value, features, and quality of a company’s offering. This type of innovation involves both entirely new products as well as updates and line extensions that add substantial value. Too often, people mistake Product Performance for the sum of innovation. It’s certainly important, but it’s always worth remembering that it is only one of the Ten Types of Innovation, and it’s often the easiest for competitors to copy.

Think about any product or feature war you’ve witnessed—whether torque and toughness in trucks, toothbrushes that are easier to hold and use, even with baby strollers. Too quickly, it all devolves into an expensive mad dash to parity. Product Performance innovations that deliver long-term competitive advantage are the exception rather than the rule.

• Gorilla Glass – Changing chemistry to improve smartphone durability: Gorilla Glass by Corning was listed as one of the original Ten Types by becoming scratch resistant. I have included it again for how it has changed the properties of its glass based on customer feedback each year. In 2016, version 5 of the glass was designed to resist shattering when dropped from 5+ feet, dubbed “selfie height” drops. However, after discussing what properties their customers wanted, by 2018 version 6 was no longer trying to resist shattering when dropped from a height once, instead the chemistry and manufacturing process had been changed to make it resistant to cracking after 15 drops from a lower height (1 meter, or a “fumble drop from your pocket”). I love this example of innovation as the product performance doesn’t just try to become “ better ” by resisting one drop from a higher height than last year, instead figuring out what really matters to customers and delivering that.
• Raspberry Pi – full PC for $35: The original Rasperbby Pi was developed by a UK charity to make a simple yet expandable computer which was affordable enough for everyone. Their credit-card sized PC may look bare-bones (it comes without a case and is effectively an exposed circuit board), yet it contains everything which someone needs to run a Linux operating system, learn to program and even connect it with external sensors and peripherals to make all manner of machines. The latest version 4 is now powerful enough to serve as a dedicated PC, all for a price so low you can give it to a child to tinker with without fear of it being broken.
• Lush Cosmetics – Removing what people don’t want anymore: As people become more aware of their impact on the environment, customers are demanding that customers do more to reduce the amount of plastic packaging their products use which could end up in landfill or the ocean. Lush Cosmetics was an early pioneer in bringing packaging-free cosmetics to scale, offering some of their packaging-free products like shampoo bars and soaps in dedicated packaging-free stores .

Giving children a cheap PC like the Raspberry Pi to learn and experiment on

6) Product System: How you create complementary products and services

Product System innovations are rooted in how individual products and services connect or bundle together to create a robust and scalable system. This is fostered through interoperability, modularity, integration, and other ways of creating valuable connections between otherwise distinct and disparate offerings. Product System innovations help you build ecosystems that captivate and delight customers and defend against competitors.

• Ryobi – One battery to rule them all: While handheld tools have had rechargeable batteries for decades now, Ryobi’s innovation was designing the modular One+ battery which could be used with over 80 different tools. Not only was this convenient for customers who needed fewer batteries overall for multiple uses, it also encouraged someone to buy into the Ryobi tool ecosystem once they had previously purchased one tool and battery set.
• Zapier – making APIs easy: Many web-based applications nowadays have an Application Programming Interface (API) which allows them to share data with other services. However, this often requires complex coding from the developers, and repeated effort to integrate with multiple different APIs. Zapier acts as a middleman for data, providing ready-made actions and API integrations between popular web services, allowing customers to automate certain activities every time a specific event happens.
• Airbnb – Expanding into experiences: Airbnb built their business on allowing everyday people to sell accommodation in their homes to strangers. Now the company has begun offering complementary services to people visiting new places through Experiences . These experiences are also sold by local guides, and allow guests to try things they would otherwise not have known about in addition to staying somewhere new.

Ryobi One+ battery powers multiple different tools

7) Service: How you support and amplify the value of your offerings

Service innovations ensure and enhance the utility, performance, and apparent value of an offering. They make a product easier to try, use, and enjoy; they reveal features and functionality customers might otherwise overlook, and they fix problems and smooth rough patches in the customer journey. Done well, they elevate even bland and average products into compelling experiences that customers come back for again and again.

• Kroger – Smartphone grocery scanning: US retail giant Kroger has been trialing a new smartphone app which allows shoppers to scan items as they shop, and then skip checking out altogether. Using the Scan, Bag, Go app, a customer will scan each item as they pick them up and place them into whatever bag they want, and once they are done, they can simply pay using the app and leave. This prevents shoppers having to wait in checkout lines and gives them an overview of their running total as they go, and also allows the supermarket to entice shoppers by sending coupons and offers directly to them.
• PurpleBricks – bringing real estate online: Estate Agents have a poor reputation for treating both sellers and buyers, especially for the amount they charge relative to the service they provide. PurpleBricks was one of the first online-only estate agents , where they could charge a significantly lower fee if the seller chose to complete some of the service processes themselves, such as showing the home to potential buyers. The firm can provide additional services for additional charges.
• Meituan Dianping – providing one app for all the services you want: As Fast Company’s 2019 Most Innovative company , Meituan Dianping provides a platform for Chinese consumers to purchase a variety of services. Known as a transactional super-app, you can use the app to book and pay for food delivery, travel, movie tickets and more from over 5 million Chinese small and large merchants.

Scan your own groceries with the Scan-Bag-Go app

8) Channel: How you deliver your offerings to customers and users

Channel innovations encompass all the ways that you connect your company’s offerings with your customers and users. While e-commerce has emerged as a dominant force in recent years, traditional channels such as physical stores are still important — particularly when it comes to creating immersive experiences.

Skilled innovators in this type often find multiple but complementary ways to bring their products and services to customers. Their goal is to ensure that users can buy what they want, when and how they want it, with minimal friction and cost and maximum delight.

• Dollar Shave Club – Direct to your door: Razor Blades have always been high-margin products, and Gillette was one of the original innovators by giving away the razor handle to make money on the subsequent razor blade sales. Dollar Shave Club has taken a different approach, by reducing the cost of each set of blades, but having people join a subscription service where blades are delivered to them automatically. While the margin on each set of blades is lower than retail, the subscription model has provided steady, predictable revenue for the company, to the extend that subscription boxes can now be found for almost any consumable product.
• Zipline – Blood Delivery for remote areas: In hospital settings, getting fresh blood can a matter of life and death. Unfortunately, many Sub-Sharan African countries don’t have road infrastructure suitable for quickly delivering blood between hospitals or storage locations. This is why Zipline has developed a simple, reliable drone network where hospitals in Rwanda and Ghana can order fresh blood from a central processing area and receive it within an average of 15 minutes, rather than the hours or days it would take using conventional transportation.
• 3D Printers – produce whatever you need at home: Instead of a single company, the industry of 3D printers is slowly beginning to change the way in which consumers get simple tools and parts. By downloading schematics from the internet (or designing their own), people owning a 3D printer now no longer to go to a retail location or order the parts they need. In commercial settings, this is also speeding up how quickly companies are able to prototype new ideas and designs, waiting hours rather than days or weeks.

zipline blood drone innovation

9) Brand: How you represent your offerings and business

Brand innovations help to ensure that customers and users recognize, remember, and prefer your offerings to those of competitors or substitutes. Great ones distill a “promise” that attracts buyers and conveys a distinct identity.

They are typically the result of carefully crafted strategies that are implemented across many touchpoints between your company and your customers, including communications, advertising, service interactions, channel environments, and employee and business partner conduct. Brand innovations can transform commodities into prized products, and confer meaning, intent, and value to your offerings and your enterprise.

• Gillette / Nike – being willing to lose customers who don’t align with purpose: I have combined both Gillette and Nike into this example of brand innovation since they have both recently aligned their brands to a purpose (social and political), which has been positively welcomed by some people but has resulted in hatred from other groups. Nike began by making former NFL Quarterback Colin Kaepernick the face and voice of one of their advertising campaigns. Kaepernick rose in prominence when he refused to stand during the national anthem before his games, his way of protesting the police brutality and inequality towards his African American community. This led to some people claiming he was disrespecting the American Flag, and therefore what the flag stands for. When his advert launched, a vocal minority took to social media to upload videos of themselves saying that Nike no longer aligned with their values, and they burned their shoes, vowing to never buy Nike again. Similarily, Gillette came out with a commercial urging all men to be “The best a man can be”, by pushing aside previously ‘masculine’ traits like bullying, chauvinism or fighting, and showing children how a modern man should behave. As soon as the ad was released online, many media outlets praised its message, but it brought the wrath of angry men who claimed that the razor manufacturer shouldn’t tell them what to think or how to behave, how they would never buy the products again, and how the world was becoming too politically correct, with women and minorities getting preferential treatment over white men. The advert quickly became one of the most disliked videos on Youtube, and even my commentary about the innovative message (seen in the video below) had the comments section covered by hate-filled messages. What both Nike and Gillette realised was that if they wanted to align with positive, progressive messages and values (which align with their target demographic of the future), then they would risk upsetting and alienating the proportion of their current customer base who didn’t share those views. In both cases, these were decisions that would have been signed off by all levels in the company, through marketing, sales, legal and the board, and the brands will be stronger in the future because of it.
• Burberry – modernising a classic brand: Burberry had built its luxury fashion reputation by aligning itself with the British Aristocracy, and its famous chequer patterned fabric was iconic. However, when trying to modernise and make the brand “sexy” in the early 2000s, a misstep happened when the luxury house began to license the chequered fabric, resulting in it becoming a status symbol and desired motif for a different social group: the British “Chavs” (rough, lower class and sometimes aggressive). This poisoned the once iconic brand in the eyes of their intended luxury clientele. In order to survive, the company and brand embraced innovation , by becoming one of the first fashion houses to redesign their website to be mobile-optimised, aligning their store layout to mirror the website, highlighting young British talent and livestreaming content and fashion shows. Most importantly, they moved away from the iconic chequer pattern in their fashion designs, where it is now limited to less than 10% of products.

10) Customer Engagement: How you foster compelling interactions

Customer Engagement innovations are all about understanding the deep-seated aspirations of customers and users, and using those insights to develop meaningful connections between them and your company.

Great Customer Engagement innovations provide broad avenues for exploration and help people find ways to make parts of their lives more memorable, fulfilling, delightful — even magical.

• REI – closing their stores on the busiest shopping day: Outdoor equipment retailer REI had begun closing its doors on Black Friday , traditionally one of the busiest shopping days of the year. They claim they are doing this to Eddie their customers to actually get outdoors and use their equipment, rather than queuing for discounted material goods.
• Peloton – bringing the gym into the home: Many people benefit from going to joint gym classes because the sense of a group working toward is goals together with a coach is more powerful than trying to exercise by yourself. Peloton makes exercise equipment with built-in screens, powered by a subscription to live and on-demand classes. It’s like being part of a workout group with the benefits of being at home.
• NBA – bringing the fans into the action: The NBA had invested heavily in innovation to make their sport more immersive. From live analytics and player statistics, new ways to watch like VR video, and official video game players for each team, they are finding new ways to bring basketball to the next generation, while making it even more exciting for existing fans.

Peloton brings exercise classes into the home

There we go, a new set of 30 examples of the Ten Types of Innovation.

If you found some of these examples interesting, please share the article.

Can you think of any more good examples? Let me know in the comments below.

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great examples! I now feel inspired to innovate in my entrepreneurial project. Thank you ?

Greetings from Mexico

Excellent work!

They’s very interesting. Do you have the solutions of some of recent examples?

My university has taken pretty much everything from here, poorly rephrased a few things and have delivered it to us, the student, as an entire weeks worth of content. Maybe i should be paying my fees here…

Bachelor of business student Australia

Very interesting. Which course was it being used for?

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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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• Digital Transformation

8 Examples of Innovative Digital Transformation Case Studies (2024)

• January 19, 2022

With the rapid pace of technological advancement, every organization needs to undergo digital transformation and, most likely, transform multiple times to stay relevant and competitive. 

However, before you can reap the benefits of new technology, you must first get your customers and employees to adapt to this change successfully—and here lies a significant digital transformation challenge.

Organizations thriving in this digital-first era have developed digital innovation strategies prioritizing the change management mindset. This paradigm shift implies that organizations should continuously explore improving business processes .

8 Best Examples of Digital Transformation Case Studies in 2024

• Amazon Business
• Under Armour
• Internet Brands®
• Michelin Solutions

8 Examples of Inspiring Digital Transformation Case Studies

While digital transformation presents unique opportunities for organizations to innovate and grow, it also presents significant digital transformation challenges . Also, digital maturity and levels of digital transformation by sector vary widely.

If you have the budget, you can consider hiring a digital transformation consulting company to help you plan your digitization. However, the best way to develop an effective digital transformation strategy is to learn by example. 

Here are the 8 inspiring digital transformation case studies to consider when undertaking transformation projects in 2024:

1. Amazon extended the B2C model to embrace B2B transactions with a vision to improve the customer experience.

Overview of the digital transformation initiative

Amazon Business is an example of how a consumer giant transitions to the B2B space to keep up with the digital customer expectations. It provides a marketplace for businesses to purchase from Amazon and third parties. Individuals can also make purchases on behalf of their organizations and integrate order approval workflows and reporting.

The approach

• Amazon created a holistic marketplace for B2B vendors by offering over 250 million products ranging from cleaning supplies to industrial equipment. 
• It introduced free two-day shipping on orders worth $49 or more and exclusive price discounts. It further offered purchase system integration, tax-exemption on purchases from select qualified customers, shared payment methods, order approval workflows, and enhanced order reporting.
• Amazon allowed manufacturers to connect with buyers & answer questions about products in a live expert program.
• Amazon could tap the B2B wholesale market valued between $7.2 and $8.2 trillion in the U.S. alone.
• It began earning revenue by charging sales commissions ranging from 6-15% from third-party sellers, depending on the product category and the order size.
• It could offer more personalized products for an improved customer experience. 

2. Netflix transformed the entertainment industry by offering on-demand subscription-based video services to its customers.

Like the video rental company Blockbuster, Netflix also had a pay-per-rental model, which included DVD sales and rent-by-mail services. However, Netflix anticipated a change in customer demand with rising digitalization and provided online entertainment, thereby wiping out Blockbuster – and the movie rental industry – entirely. 

• In 2007, Netflix launched a video-on-demand streaming service to supplement their DVD rental service without any additional cost to their subscriber base.
• It implemented a simple and scalable business model and infused 10% of its budget in R&D consistently.
• The company has an unparalleled recommendation engine to provide a personalized and relevant customer experience. 
• Netflix is the most popular digital video content provider, leading other streaming giants such as Amazon, Hulu, and Youtube with over 85% market share.
• Netflix added a record 36 million subscribers directly after the start of the COVID-19 pandemic.

3. Tesla uses connected car technology and over-the-air software updates to enhance customer experience, enable cost savings, and reduce carbon emissions.

No digital transformation discussion is complete without acknowledging the unconventional ideas implemented by Elon Musk. Tesla was a huge manifestation of digital transformation as the core motive was to prove that electric cars are better than their gasoline counterparts both in looks and performance. 

Over the years, Tesla has innovated continuously to improve its product, make itself more economical, and reduce its carbon footprint. 

• Tesla is the only auto manufacturer globally, providing automatic over-the-air firmware updates that allow its cars to remotely improve their safety, performance, and infotainment capabilities. For example, the OTA update could fix Tesla’soverheating issues due to power fluctuation. 
• Tesla launched an autopilot feature to control the speed and position of the car when on highways to avoid potential accidents. However, the user still has to hold the wheel; the vehicle controls everything else. This connected car technology has created an intelligent data platform and smart autonomous driving experience.
• Tesla further ventured into a data-driven future, and it uses analytics to obtain actionable insights from demand trends and common complaints. A noteworthy fact is that the company has been collecting driving data from all of its first and second-generation vehicles. So far, Tesla has collected driving data on 8 billion miles while Google’s autonomous car project, Waymo , has accumulated data on 10 million miles.
• Tesla’s over-the-air updates reduce carbon emissions by saving users’ dealer visits. Additionally, these updates save consumers time and money.
• Tesla delivered a record 936,172 vehicles in 2021, an 87 % increase over the 499,550 vehicle deliveries made in 2020.

4. Glassdoor revolutionized the recruitment industry by allowing employees to make informed decisions.

Glassdoor is responsible for increasing transparency in the workplace and helping people find the right job by allowing them to see millions of peer-to-peer reviews on employers, including overall company culture, their CEOs, benefits, salaries, and more. 

• Glassdoor gathers and analyzes employee reviews on employers to provide accurate job recommendations to candidates and vice-versa. It also allows recruitment agencies and organizations to download valuable data points for in-depth analysis & reporting. 
• It further introduced enhanced profiles as a paid program, allowing companies to customize their content on the Glassdoor profiles, including job listings, “Why is it the Best Place to Work” tabs, social media properties, and more. This gives companies a new, innovative way to attract and recruit top talent.
• Glassdoor created the largest pool of interview questions, salary insights, CEO ratings, and organizational culture via a peer-to-peer network, making it one of the most trustworthy, extensive jobs search and recruiting platforms – and one of the most well-recognized review sites
• Glassdoor leverages its collected data for labor market research in the US. Its portfolio of Fortune’s “Best Companies to Work For” companies outperformed the S&P 500 by 84.2%, while the “Best Places to Work” portfolio outperformed the overall market by 115.6%.

5. Under Armour diversified from an athletic apparel company to a new data-driven digital business stream to transform the fitness industry.

Under Armour introduced the concept of “Connected Fitness” by providing a platform to track, analyze and share personal health data directly to its customers’ phones.

• Under Armour acquired several technology-based fitness organizations such as MapMyFitness, MyFitnessPal, and European fitness app Endomondo for a combined $715 million to obtain the required technology and an extensive customer database to get its fitness app up and running. The application provides a stream of information to Under Armour, identifying fitness and health trends. For example, Under Armour (Baltimore) immediately recognized a walking trend that started in Australia, allowing them to deploy localized marketing and distribution efforts way before their competitors knew about it.
• Under Armour merged its physical and digital offerings to provide an immersive customer experience via products such as Armourbox. The company urged its customers to go online and share their training schedule, favorite shoe style, and fitness goals. It used advanced analytics to send customers new shoes or apparel on a subscription basis, offering customers a more significant value over their lifetime.
• It additionally moved to an agile development model and data center footprint with the ERP SAP HANA . 
• Under Armour additionally leveraged Dell EMC’s Data Protection and Dell Technologies to help fuel digital innovation and find peak value from its data.
• Under Armour created a digital brand with a strong consumer focus, agility, and change culture. 
• With the Connected Fitness app, it provided a customer experience tailored to each consumer.

6. Internet Brands® subsidiary Baystone Media leverages Whatfix DAP to drive product adoption of its healthcare businesses.

Baystone Media provides end-to-end marketing solutions for healthcare companies by providing a low-cost, high-value subscription offering of Internet Brands® to promote their practices digitally. Baystone Media empowers its customers by offering a codeless creation of personalized websites. However, as its userbase is less tech-savvy, customers were unable to make the most of their solution. 

The idea was to implement a solution for Baystone Media & its sister companies to enable its clients to navigate its platforms easily. In addition to PDFs and specific training videos, the search was on for a real-time interactive walkthrough solution, culminating with Whatfix .

Baystone media saw a 10% decrease in inbound calls and a 4.17% decrease in support tickets, giving them the runway to spend more time enhancing its service for the clients.

7. Sophos implemented Salesforce to streamline its business and manage customer relations more effectively.

Sophos went live with Salesforce to accelerate its sales process , enhance sales productivity , and increase the number of accounts won. However, the complex interface and regular updates of Salesforce resulted in a decreased ROI. 

• Sophos implemented Whatfix to provide interactive, on-demand training that helped users learn in the flow of work. The 24*7 availability of on-demand self-support, contextual guidance, and smart tips allowed Sophos to manage its new CRM implementation effectively. 
• It unified internal communications using Whatfix content. First, they created walkthroughs for the basic functionality of Salesforce such as lead management, opportunities, etc. Next, they moved to slightly more complex features that their users were uncomfortable with and created guided walkthroughs and smart pop-ups. Sophos also used Whatfix to align the sales and product management teams by embedding videos and other media to unify product communication instead of relying on various communication tools.
• Sophos experienced a reduction in sales operations support tickets globally by 15% (~12,000 tickets). It saved 1070 man-hours and achieved an ROI of 342%. 

8. Michelin Solutions uses IoT & AI to provide customers with a more holistic mobility experience.

The digital strategy of Michelin Solutions has essentially centered around three priorities:

• Creating a personalized relationship with customers and end-users
• Developing new business models
• Improving their existing business processes 
• AI is extensively used in R&D, enabling the digital supply chain driven through digital manufacturing and predictive maintenance. For example, connected bracelets assist machine operators with the manufacturing process. 
• It deployed sophisticated robots to take over the clerical tasks and leveraged advanced analytics to become a data-driven organization. 
• Offerings such as Effifuel & Effitires resulted in significant cost savings and improved overall vehicle efficiency. 
• Michelin Solutions carefully enforced cultural change and launched small pilots before the change implementation . 

• Effifuel led to extra savings for organizations and doubled per-vehicle profits.
• A reduction in fuel consumption by 2.5 L per 100km was observed which translates into annual savings of €3,200 for long-haul transport (at least 2.1% reduction in the total cost of ownership & 8 tonnes in CO2 emissions).
• Michelin Solutions shifted its business model from selling tires to a service guaranteeing performance, helping it achieve higher customer satisfaction, increased loyalty, and raised EBITDA margins.

Each industry & organization faces unique challenges while driving digital transformation initiatives. Each organization must find a personalized solution and the right digital transformation model when implementing new technology. Their challenges can prepare you better for the potential roadblocks, but the specific solutions will need to be personalized according to your business requirements.

Open communication with your customers and employees will help you spot potential issues early on, and you can use case studies like these as a starting point.

If you would like to learn how you can achieve these results by using a digital adoption platform , then schedule a conversation with our experts today.

Request a demo to see how Whatfix empowers organizations to improve end-user adoption and provide on-demand customer support

CASE STUDY: Successful Innovation – How IKEA Innovates

The simplest way to understand business innovation is to see it as a process of focused change. It means putting your creative ideas into effective use, in order to improve your products, services, and your overall business processes. However, oftentimes this practice is easier said than done. Many companies fail at managing this change and sustaining their competitiveness and growth. On the other hand, there are companies that make the most out of innovation. What’s their secret? Well, I think it’s best to explain it through a successful innovation case study.

Why do some companies fail with innovation?

When it comes to innovation, people tend to get overwhelmed by the process of generating great ideas and do not focus enough on their realisation. What they often forget is that ideas are only one small part of business innovation. New ideas can be found anywhere, even at patent offices. Every idea that solves a customer’s pain point is good enough to become a part of the innovation process.

The key element of innovation is the way you implement it in your organisation. You need to focus on putting your ideas into practical processes, creating products and services that customers need. Innovation must be implemented in the very core of the organisation – in its culture, its management processes and the way in which employees are motivated and inspired.

Innovation comes with change. And there’s no way to make positive changes without openness to new business approaches and calculated risks . That being said, keeping an open mind and having the courage to take risks are a must for a truly innovative organisation.

However, very few people are eager to take risks when it comes to business, although we all know that it’s the only way to experience progress. Trying to protect themselves and their companies, they create strict rules and boundaries. The more silos they put their ideas through, the less the chance to fully reap the benefits of innovation.

Companies have to be open to new opportunities and be ready to drop the rules sometimes. This also applies to the funding of innovative ideas. Annual funding cycles rarely match up with the real needs. In fact, you can never know when a great idea may strike. Always be ready to make some changes to the already established budget to fund an idea that can fuel your business growth.

What is more important, be open to take into consideration ideas that come from your employees. Managers should have in mind that the employees are the ones that know the business processes the best. They are the ones that are most likely to come up with better solutions.

Encourage employees to share their ideas clearly and concisely so everyone can understand them and give immediate feedback. Ensuring proper communication within the company, through proper channels, is one of the bases for success in innovation.  

What makes IKEA a successful innovation case study?

Today, you can find a lot of successful innovation case studies, but you can learn best from IKEA. Here’s why. Founded in Sweden in 1943, IKEA is a Swedish company that designs and sells ready-to-assemble furniture and home accessories. It is known for its modern architectural designs, as well as its attention to continuous product development, operational details, and cost control.

It operates more than 350 stores in around 50 countries which makes it the world’s largest furniture retailer. In the 2014 fiscal year, the company generated a global revenue which exceeded 31 billion USD.

IKEA is undoubtedly one of the world leaders in business innovation . It carries innovation deep within its philosophy, constantly looking for ways to improve or come up with new service propositions. The interest in its customer buying habits helps this company constantly improve its levels of innovation. This is how IKEA managed to stay on top of innovation and continue changing and adapting even after 70 years on the market.

IKEA excels in 3 basic aspects of innovation:

1. communication.

IKEA communicates widely about its innovation strategy, both with employees and customers. It innovates with its core strength in mind – offering something appealing to everyone at a low price, while maintaining good quality. It saves on costs through transportation and assembly with its flat packaging.  

2. Openness to new ideas and approaches to innovation

IKEA partners virtually everyone in developing its innovation strategy – from top management to internal innovation experts. This is how it manages to apply innovation in everything it does, not only in product development. In fact, IKEA is very popular for its innovative ways of promotion and marketing. Popup advertising, popup lounge, storage balconies, and a moving showroom are only some of the many innovations by IKEA.

3. Innovation management

IKEA has a well-defined organisational and governance structure to manage innovation. Although innovation exists within every pore of the organisation, the founder Ingvar Kamprad drives the entire innovation culture. All the changes related to innovation come directly from the top management. Furthermore, IKEA has operative key performance indicators that measure the innovation achievements and milestones. It has a well-established value system to support innovation.

How can you stimulate innovation in your own company?

Start from the core – create a culture of continuous improvement and creativity. Always be open to new ideas from employees, customers, suppliers, partners, or any other source. Then, open opportunities for every idea to be challenged and enhanced through discussion. Seriously consider every idea, no matter where it comes from. You never know which seed will turn into the biggest tree.

However, keep your eye on the most creative and thoughtful people around you. Sometimes, you can get some much needed help from them only by asking what they would do if they had to make the final decision. But, you’ll have to know who these people are so you can turn to them directly for advice.

Don’t be afraid to take risks. They are your chance to find that groundbreaking idea for your business. Just, make sure you are ready for failures, too. If you have never failed, it means you haven’t taken enough risks. Learn from your failures and don’t take them too seriously. Remember to have fun along the way. It will help you increase the potential for creative insight and encourage those around you to keep looking for the right solutions.  

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

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

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

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

What is a case study?

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

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

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

16 case study examples 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 case study templates

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

Case study template 1

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

Case study template 2

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

Case study template 3

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

Tips for writing a case study

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

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

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

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

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

Use automation to drive results for your case study

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

Case study FAQ

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

What is an example of a case study?

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

How do you write a case study?

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

What is the format of a case study?

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

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Hachem Ramki

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

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My Starbucks Idea: An Open Innovation Case Study

Since opening its first store back in 1996, the Seattle-based coffee behemoth now includes almost 30,000 coffee shops around the world and is valued at a staggering $30 billion . A strong commitment to open innovation has helped to drive this incredible growth.

This zest for open innovation led to the "My Starbucks Idea" platform, a customer participation experiment. Now that the company has retired this platform after nearly ten years, we thought it would be a good opportunity to look back and ask a few questions.

So, what can a case study of the "My Starbucks Idea" platform tell us about open innovation? What were the benefits to Starbucks from managing this platform, and how can other businesses take advantage of these benefits?

Pour yourself a little cold brew, and we’ll show you how it all came together.

How did they do it?

As a company, Starbucks has always placed a lot of value on refining its products and procedures following customer feedback. In the company’s earliest years, this was reflected in simple systems like suggestion boxes and customer surveys.

In 2008, however, founder Howard Schultz launched the open innovation platform "My Starbucks Idea". This platform encouraged customers and fans to share their ideas and suggestions for how to make the company’s beloved products even better.

“We need to put ourselves in the shoes of our customers,” Schultz said at the time . “That is my new battle cry. Live and breathe Starbucks the way our customers do.”

As it turns out, the as-yet undecided 2020 Presidential candidate was on to something. Starbucks customers had a real thirst to share their ideas: over the first five years of operation, the platform received over 150,000 ideas, and the company put hundreds of them to use.

The format was simple. All customers had to do was create a profile, write (and categorize) their suggestion, and submit it for others to comment on. If the idea gathered enough steam, or if the Starbucks administrators liked the looks of it, it could then be adopted by the company.

Plenty of companies crowdsource product ideas via customers. So, what made "My Starbucks Idea" unique?

What made "My Starbucks Idea" unique?

"My Starbucks Idea" was a lot more than just a fancy suggestion box.

To help encourage a community of fans, Starbucks enabled users to vote and comment on ideas they liked. There was also a public leaderboard showing the most dedicated fans, as well as those with the most popular ideas.

Users could also see profiles for the Starbucks ‘Idea Partners’ - the company representatives tasked with managing and monitoring online discussion and working with customers on their suggestions. This helped put a human face on the company.

This blend of open innovation, customer co-creation, and fan community site proved immensely popular. Not only did it create a lot of great product innovations for Starbucks, but it also helped to drive increased customer loyalty.

Through actively managing the "My Starbucks Idea" platform, Starbucks engaged customers, making them feel they were being listened to. By rolling out fan-driven ideas like cake pops and pumpkin spice lattes, Starbucks created greater product diversity.

In June 2018, after almost a decade, the company retired the "My Starbucks Idea" platform. Starbucks still encourages its customers and fans to submit their suggestions for new products on Twitter , of course, as well as via its website .

Now, let’s dig into the detail a little more. What were the results of the "My Starbucks Idea" platform, and what can these results tell us about customer-driven innovation?

Cake pops and pumpkin spice: the results of "My Starbucks Idea"

By paying attention to customer preferences, Starbucks was able to hold its spot as the market leader, even in a rapidly changing industry like the food and beverage sector.

The "My Starbucks Idea" concept was based on a core belief: customers know what they want.

The company’s commitment to this concept led to fans submitting over 150,000 ideas, of which hundreds were adopted. And these weren’t just run-of-the-mill suggestions, either - they include fan favorites like hazelnut macchiatos.

More than just receiving product suggestions, however, the platform also led to suggestions around process improvements, including finessing Starbucks’ mobile payment systems and offering free Wi-Fi.

For a better overview of the range of innovations submitted through the "My Starbucks Idea" platform, check out the following infographic, published in 2013:

These examples demonstrate the value of open innovation. By handing power over to customers, and by giving them an incentive to participate by recognizing their ideas, Starbucks was able to channel a lot of crowd creativity.

So, it’s clear that the "My Starbucks Idea" platform led to a huge amount of valuable product innovation. But beyond just suggesting new drink flavors, what were the wider benefits of this experiment?

What were the benefits for Starbucks?

First, there’s the obvious benefit: empowering customers to make suggestions for product improvements meant that Starbucks had access to new, and potentially very valuable, ideas. Many of these were things that would only have occurred to dedicated customers.

The "My Starbucks Idea" platform created significant benefits for Starbucks.

Besides the simple value of these ideas, however, the platform also helped generate a lot of media attention and free advertising. By encouraging die-hard fans to engage online, Starbucks created a new way to market their products to their most valuable customer segment.

The platform also served as a market research tool, too. Many thousands of fans signed up to submit their ideas, and in doing so provided the company with demographic information. This allowed Starbucks to build detailed customer profiles.

The benefit didn’t go just one way, though: Starbucks customers also got plenty of value out of the platform. By engaging with the company, customers experienced a greater sense of inclusiveness, with the platform helping to build a real community.

It wasn’t all sunshine and rainbows, however. As significant as the benefits were for both Starbucks and its customers, the "My Starbucks Idea" platform still created a number of risks to be managed.

How did Starbucks manage the risks of open innovation?

As we’ve seen in the examples of General Motors crowdsourcing advertisement suggestions on Twitter, handing the keyboard over to the customer can open a company up for online criticism, and even harassment.

Sometimes, open innovation can be something of a double-edged sword.

For "My Starbucks Idea", this risk was definitely present. Starbucks employees were required to sift through the online ideas and comments on a regular basis to weed out any trolling or abuse , and to prevent the platform from becoming a tool for corporate mockery.

Managing the risks of online abuse and platform misuse took a lot of dedicated resources, requiring an active approach from the company. Despite a strict set of community guidelines, the platform still required a lot of moderating.

But enough about the negative stuff. What can "My Starbucks Idea" tell us as a case study in open innovation, and how can you put these ideas to use in your own business?

How to make open innovation work for you

As we’ve seen in our article on ten companies showing us how to get it right when it comes to customer co-creation, successful open innovation takes careful planning and foresight.

If you want to make open innovation work for you and your customers, you need to:

• Appeal to the intrinsic motivations of your fans and customers
• Set clear limits and guidelines for the exercise
• Encourage and reward different perspectives

Embrace open communication

Let’s take a closer look at these things one by one.

Appeal to intrinsic motivations

Whether it’s a beer fan giving Anheuser-Busch suggestions on their new line of craft lager , or the LEGO community suggesting new toy sets , nobody ever wants to give away a great idea for free. If a product suggestion is valuable, it’s only fair that a company should pay for it.

So, before you ask your customers and fans to put on their thinking hats, give them a reason to participate in the exercise. Whether it’s monetary compensation, public recognition, or a mixture of the two, there should be something on the line if their idea succeeds.

This is something Starbucks got right with its open innovation platform. Not only did fans get the public recognition associated with having their names attached to the ideas, they were also eligible for monetary compensation, too.

Set clear guidelines and limits

Sometimes, a little structure can be a great way to encourage creativity.

Rather than simply asking fans for ideas, "My Starbucks Idea" included guiding categories for suggestions. These included ‘products’, ‘atmosphere & location’, ‘service systems’, and others. These categories helped guide the submissions process and helped stimulate fan creativity.  

Starbucks also set clear community guidelines to help manage online exchanges, too. This not only gave customers a more secure environment in which to share their ideas, it also cut down the amount of work for Starbucks employees managing the site. Win-win!

Encourage different perspectives

The true value of open innovation rests in the ability to encourage customers to share different perspectives on a product or service. After all, you can have the world’s most amazing thinkers on your payroll, but having access to a broad pool of opinions will still get the best ideas.

Starbucks really got this right with "My Starbucks Idea". By actively encouraging and rewarding a range of perspectives and values, the company was able to unlock the innovative potential of a huge number of people, with great results.

If you’re thinking about how to embrace open innovation, make it a priority to encourage people with a range of different perspectives, opinions, and life experience to participate.

When it comes to encouraging innovation , open communication is a must - especially given the rise of company representation on social media platforms like Twitter and Instagram.

Businesses need to engage their customers with transparency, consistency, and, above all else, respect. If open innovation participants feel they’re being listened to, and are getting a trusted source of information, they’re more likely to contribute.

Once again, Starbucks really nailed this with "My Starbucks Idea". By communicating regularly with fans, and providing a clear source of dependable information about the platform, Starbucks was able to build trust and reward fans for their ideas.

For Starbucks, open innovation is much more than just cake pops.

Don't just take it from us - here is Matthew Guiste, one-time Director of Social Media at Starbucks, talking about the value of open innovation for the company.

By unleashing the creative potential of its diverse customer base via the "My Starbucks Idea" platform, Starbucks was able to source valuable new product ideas, engage with their most dedicated fans and gather market information to stay on top of trends.

All it took was a little investment in a web platform, some community guidelines, and a commitment to open communication. That’s a small price to pay for such a valuable tool.

16 Techniques to Encourage Innovation in the Workplace

How to Develop an Efficient Innovation Strategy

Implementation: The Key to Successful Innovation

50+ Design Thinking Case Study Examples

Design Thinking Case Studies demonstrate the value of the Design Thinking methodology. They show how this Design Thinking methodology helps creatively solve problems and improve the success rate of innovation and increase collaboration in corporations, education, social impact work and the public sector by focusing on the needs of humans.

There are many Design Thinking Case Study examples on the web, but few meet the criteria for a robust case study: a clear description of the methodology, steps undertaken, experimentation through rapid prototypes and testing with people and finally documented results from the process. In this section, we have been selective about the design thinking case study examples that we highlight. We look for Design Thinking Case Studies that demonstrate how a problem was tackled and wherever possible the results or effect that the project produced. Our goal in curating this section of Design Thinking Case Study examples is quality over quantity.

Browse this page to view all Design Thinking Case Study examples, or if you are looking for Design Thinking Case Studies in a specific industry or marketing vertical, then rather start with the Design Thinking Case Studies Index .

If you have an interesting application of Design Thinking that you have a case study for, we would be happy to publish it.

Submit your Design Thinking Case Study for publication here.

Design Thinking Case Study Index

Welcome to the Design Thinking Case Study Index. There are many Design Thinking Case Studies on the internet. Many are retrofitted descriptions of what occurred, rather than evidence of the Design Thinking process in action. In order to bring a higher standard to the practice of Design Thinking, we require stronger evidence and rigor. Only members can post and must provide strong evidence in the Design Thinking Case Study that the Design Thinking process was used to create the original idea for the product or service solution. The criteria that needs to be proved to make your project a Design Thinking Case Study are:

The Guardian: Benefits of Design Thinking

Design thinking helped The Guardian newspaper and publishing group change their funding model, boost revenue and adapt their culture and engage on an emotional level with their readers. In this case study, Alex Breuer, Executive Creative Director and Tara Herman, Executive Editor, Design explain how design thinking was able to achieve these goals for The Guardian.

Read more...

Tackling the Opioid Crisis at the Human and Systems Levels

How the Lummi Tribal clinic used design to address opioid overdoses

Applying Design Thinking Internally

Applying Design Thinking internally, within a group, community or to ourselves. This is a new application of the Design Thinking Methodology.

An internal application in this sense can have two meanings. First, the internal application of design thinking tactics within a group, organization or community, and second, the internal application of design thinking to one’s own self and life.

Can Design Thinking help you solve your own problems?

The Use of Design Thinking in MNCH Programs, Ghana

Responding to growing interest among designers, global health practitioners, and funders in understanding the potential benefits of applying design thinking methods and tools to solving complex social problems, the Innovations for Maternal, Newborn, and Child Health (MNCH) Initiative (Innovations) developed and piloted innovative interventions to address common barriers to improving the effectiveness of basic MNCH health services in low-resource settings.

Société Générale's Time Tracking Nightmare Solved

In 2017, employees, managers, and partners of Société Générale Global Solution Centre agreed that invoices based on time tracking and project allocation were a chronic and painful challenge.

At SG-GSC, customers were billed for the time each assigned employee worked. The process of collecting the time worked by those employees (HCC) was a complicated and difficult ordeal. It consumed 21 days per month for senior employees. These employees had to navigate different systems, many types of contracts, high staff mobility, and a variety of processes between business lines.

How to Stimulate Innovation in Your Organization With Design Thinking

In this use case the cities of Aalborg and Rotterdam share their findings obtained from design thinking initiatives. This is based on empirical research as part of an evaluation. The use case is written for other professionals in the field of design in public organizations.

One of the main targets of the Interreg NSR project Like! is to create a digital innovative culture in which citizens are engaged, and more inclusive services are build. To reach this the municipalities started several initiatives with design thinking. In these initiatives one of the objectives was to find out how design thinking can help us to develop innovative and inclusive services. To research what design thinking contributed, we evaluated the pilots with participants.

The Impact of Design Thinking on Innovation: A Case Study at Scania IT

Organizational culture represents a crucial factor for the introduction of innovation throughout the organization via Design Thinking and agile way of working. Thus, the organization must establish a culture that encompasses a shared vision with values that create a commitment to learn, experiment and accept failure.

Oral B - Putting the User At the Center of Innovation

Oral B wanted to integrate digital technology into their electric toothbrush. The Brands first thoughts were to help users to track how well they were brushing their teeth. Future Facility, a product design firm in the UK suggested a different approach. Focus on the pain points of electric toothbrush users.

This case study discusses the importance of placing the user at the center of your innovation activities.

Design Thinking at Innogy

eCarSharing:   Energy Solutions for the New Generation

In 2015, Itai Ben-Jacob pitched his own ideas for a viable business model and developed the idea for innogy’s eCarSharing project in a design thinking workshop. His goal was to explore one of innogy’s innovation focus areas, ‘urban mobility.’

Together with fellow innovation hub members he organized a series of design thinking workshops to wade through the expansive topic of urban concepts – one of them focusing on mobility: “ We wanted to understand urban mobility – what does it actually entail? What type of business should we start? “

Building Cape Town’s Resilience Qualities Through Design Thinking.

This case study focuses on a Design Thinking Workshop for primary school learners. The aim of the workshops was to provide learners with a new set of skills which they can employ when problem solving for real world challenges.

Building resilience is essential for cities that face increasing uncertainty and new challenges that threaten the well-being of its citizens. This is especially important when looking at the diversity and complexity of potential shocks and stresses. 

Cape Town’s efforts to build skills in design thinking supports the creation of locally-relevant and innovative solutions that contribute to building resilient individuals and communities in Cape Town.

Designing Waste Out of the Food System

The average American  wastes  enough food each month to feed another person for 19 days. Through a number of projects with The Rockefeller Foundation and other organizations, IDEO designers from across the U.S. devised novel ways to tackle food waste.

B2B Design Thinking: Product Innovation when the User is a Network

When B2B companies talk about user experience, they are really considering the aggregated needs of multiple people and roles in a large ecosystem. But what happens when those objectives are vastly different for every individual?

“Humans don’t stop being humans just because they entered an office building.”

Self-Checkout: Improving Scan Accuracy Through Design

In this unique applied research study, academics and designers partnered with four of ECR’s Retailer members to immerse themselves in the self-checkout experience, understanding from the perspectives of the shopper and self-checkout supervisors, their journey from entry to exit, and their design challenges and frustrations.

Co-designing OTP Bank’s Strategic Plan for Growth

This is an example of accelerating a transformation through co-design. Eighty-two professionals gathered, representing OTP’s whole organization. Together, they were able to achieve months of work in just three days.

OTP Bank Romania (OTP) was at a key turning point in late 2018. The organization was undergoing changes in its leadership team. This new team helped them develop an ambitious goal:

OTP Bank will double its market share in 5 years.

They gathered for two Discovery sessions in December 2018. In these sessions, a carefully selected senior team chose three market segments to focus on. Then they built these segments into Personas.

IDEO: Journey to Mastery

While this is not a case study as such, it sits in our case study section as it is an important piece of information from a consultancy that played a large part in popularizing Design Thinking. In their Journey to Mastery section, IDEO discuss and shine a light on the shortcomings of the design thinking term and how it has been applied. I.e that it is not designing and that just knowing and using the practice does not in itself produce amazing solutions to problems.

It is worth a read to understand some of the nuance that is important to successful design thinking work.

Singapore Government: Building Service Platforms Around Moments in Life

In 2017, the product development team at Singapore’s Government Technology Agency (GovTech) was tasked to develop a tool to consolidate citizen-facing services previously delivered by different government agencies onto a single platform. The initiative, Moments of Life, sought to make it easier for citizens to discover and access relevant services during important changes in their lives by reducing fragmentation and being more anticipatory in the delivery of those services.

Organizing the delivery of services around a citizen’s journey, rather than fitting their delivery to existing processes, required extensive interagency collaboration beyond functional silos.

Mayo Clinic: Design Thinking in Health Care – Case Study

In the early 2000s, Mayo Clinic physician Nicholas LaRusso asked himself a question: if we can test new drugs in clinical trials, can we in a similarly rigorous way test new kinds of doctor-patient interactions?  

Consequently, the Mayo Clinic set up a skunkworks outpatient lab called SPARC. Within 6 years it had grown to an enterprise wide department called the Center for Innovation a dedicated research and design-oriented institute that studies the processes of health care provision, from the initial phone call, to the clinic visit, to the diagnosis and treatment of the problem, to follow-up and preventive care.

Design Thinking and Participation in Switzerland: Lessons Learned from Three Government Case Studies

Olivier Glassey, Jean-Henry Morin, Patrick Genoud, Giorgio Pauletto

This paper examines how design thinking and serious game approaches can be used to support participation.

In these case studies the authors discovered the following results.

Perceived usefulness. Based on informal discussions and debriefing sessions following all workshops, it is clear that the vast majority of workshop participants explicitly stated that both the actual outcome of the workshop and the methods used would significantly contribute to enhancing their performance in their work. Some workshops have actually led to follow up workshops or concrete actions based on the outcome.

Asili: Addressing an Entire Ecosystem of Need in a Rural Community

Design Thinking in HR at Deutche Telekom

Reza Moussavian, a senior HR and IT executive at Deutsch Telekom explains the company's journey and how important Design Thinking is as a business strategy for HR. Reza Moussavian's presentation provides great examples of issues tackled in HR and the results achieved. The presenter claims that there is not a singe issue that Deutche Telekom tackles in HR now that does not start with a Design Thinking methodology.

"Design Thinking solves 5% of our problems." says Reza Moussavian, "What we found out was that the magic was really in the implementation phase. We had to learn how to keep the momentum, the spirit and the fire from the co-creation workshops alive through the long implementation phase. Success is really about technology, transformation and leadership skills."

Design Thinking in Education: Perspectives, Opportunities and Challenges

This very informative article discusses design thinking as a process and mindset for collaboratively finding solutions for wicked problems in a variety of educational settings. Through a systematic literature review the article organizes case studies, reports, theoretical reflections, and other scholarly work to enhance our understanding of the purposes, contexts, benefits, limitations, affordances, constraints, effects and outcomes of design thinking in education.

Specifically, the review pursues four questions:

Design Thinking in the Classroom: What can we do about Bullying?

As children move from kindergarten, through middle school, and to high school, instruction shifts from stories to facts, from speculation to specifics, and imagination fades from focus. Design Thinking provides an alternative model to traditional ways of learning academic content by challenging students to find answers to complex, nuanced problems with multiple solutions and by fostering students’ ability to act as change agents.

Design Thinking is all about building creative confidence — a sense that “I can change the world.” In the Bullies & Bystanders Design Challenge, the students discovered that changing themselves might be even more important.

Following One School District's Approach to Innovation for the 21st Century

In her doctoral paper Loraine Rossi de Campos explores the use of Design Thinking in a school district for a 4-5 grade school.

India: Using ‘Design Thinking’ to Enhance Urban Redevelopment.

The discourse on urban planning and development has evolved over the last century with top-down methods of planning urban spaces giving way to bottom-up approaches that involve residents and other stakeholders in the design process. While the notion of participation and user involvement is considered critical to the design of appropriate and acceptable urban forms, there is no clear consensus in the literature on the methodology to be used to involve users and stakeholders in the design process. In this paper, we propose that the use of ‘Design-Thinking’ – a methodology for Human-Centred Design that is often used in product design and related industries – may be an effective methodology for engaging stakeholders in the urban design domain.

E*Trade: From Idea to Investment in 5 Minutes

Why the Financial Services Sector Should Embrace Design Thinking. Financial institutions need to evolve rapidly or risk disruption at the hands of nimble Fintech start-up companies.

In this article Kunal Vaed, The Street, describes how E*Trade used design thinking to enable the company to help investors get smarter by going from the idea of investing to an investment in 5 minutes.

E*Trade's Adaptive Portfolio service offering provides a good example of the work and results that E*Trade achieved with Design Thinking.

Fidelity Labs: Optimizing near-term savings goals

Thanks to providers like Fidelity, people can rely on easy, convenient systems to stay on track with their retirement savings. But when it comes to saving for important near-term goals (think: vacation, house, or wedding), people tend to be less organized. 

Fidelity Labs tackled this problem and defined the challenge as: "How might we improve the experience of saving for near-term goals? How might we make it easier, faster, and better?"

Design for Action: MassMutual and Intercorp Group

How to use design thinking to make great things actually happen by Tim Brown and Roger L. Martin. In this great HBR article, the authors look at design thinking in Finance with two case studies, one from MassMutual and the other from Intercorp. Group of Peru.

In this article highlighting the development of the acceptance of Design Thinking, they discuss how Design Thinking helps to create the artifact that creates the new solution as well as the intervention/s that brings the artifact to life.

How to Use Design Thinking to Make Great Things Actually Happen

Ever since it became clear that smart design led to the success of many products, companies have been employing it in other areas, from customer experiences, to strategy, to business ecosystems. But as design is used in increasingly complex contexts, a new hurdle has emerged: gaining acceptance (for the new solutions).

4 Design Thinking Case Studies in Healthcare: Nursing

The 4 case studies by Penn Nursing illustrate how nurses can be really powerful collaborators and generators of solutions within Healthcare. The videos describe the main attributes that nurses bring to the problem solving table

Philips: Improving the Patient Experience

Philips Ambient Experience service offers hospitals a way to radically improve the patient experience and results that they can achieve from their CT scanning suites. The best way to understand what it is is to watch this video  and this video  discussing the latest addition to the service. The white paper from Philips is also a good source of information on the Ambient Experience Service.

IBM: Design Thinking Adaptation and Adoption at Scale

How IBM made sense of ‘generic design thinking’ for tens of thousands of people. 

Generic design thinking often faces heavy resistance from influential skeptics, gets misunderstood or not understood at all, or less dire, it gets picked up with an unreflected euphoria and is applied as a “silver bullet” to all kinds of problems and projects (the famous “methodology misfit” we also see with Scrum for example). The big hangover often comes after the first experimentation budgets are expended and at worst a blame game starts.

Design Thinking in Public Engagement: Two Case Studies

Dave Robertson presents two case studies with the British Columbia Government (Canada). One with the Ministry of Transportation discussing their (public servant centered website), the other solving the problem of finding a solution to where to place a power substation.

Dave shows how he was stuck working in the public sector as a consultant and how creativity expressed through the Design Thinking methodology helped him to see a different, more effective way of creating solutions.

Bank of America Helps Customers Keep the Change

How do you encourage new customers to open bank accounts? In 2004, Bank of America used the Design Thinking methodology to look at the problem from a human centered perspective when they assigned design agency IDEO to boost their enrollment numbers: a problem that at the time, lacked any user perspective on why it was so hard for customers to save.

Redesigning The Employment Pass Application in Singapore

The Ministry of Manpower’s Work Pass Division (WPD) used design thinking as a tool to develop better ways to support foreigners who choose Singapore as a destination to live, work and set up businesses. The case reveals: Design thinking can potentially transform the perception and meaning of public service.

The team found out that the service redesign process required a better understanding of the decision points of both users and non-users. This involved taking a closer look at the opportunities and difficulties facing users, including those who had succeeded and failed within it, or had encountered problems or avoided it.

The US Tax Forms Simplification Project

This case concerns one of the earliest attempts by design thinkers at designing a large, complex system. It shows that design approaches in the public sector can look back at a long history. And it reveals how design thinking within the organization must include members of the whole organization in the design process.

Design has a long tradition and a rich history in the public sector. Nearly 40 years ago, when the US Congress passed the Paperwork Reduction Act into law, the Internal Revenue Service (IRS) turned to designers in an effort to implement the new policy and to improve its relationship with taxpayers. 

A Tough Crowd: Using Design Thinking to Help Traditional German Butchers

Between 2004 and 2014, more than 4000 butcher shops were forced to shut down in Germany. When last was the butcher shop redesigned? The process started in the 1990s, as supermarkets became the favored spot for meat-shopping. As if a dramatic loss of market share was not enough, the industry as a whole started suffering from a serious image crisis. It was time to apply design Thinking to the traditional German Butcher Shop.

The initial problem statement read “Create the meat shop 2.0, an up-to-date version of the classic butcher business”. 

IDEO: Using Design Thinking to Create a Better Car

The challenge.

Remove roadblocks that can compromise the in-car experience for the Lincoln car company.

The final product, the Lincoln MKC luxury crossover, is credited with helping the Lincoln brand outpace growth in the luxury segment by more than two-to-one over competitors.

THE OUTCOME

A pop-up studio where IDEO designers helped departments communicate and collaborate more effectively.

Transforming Constructivist Learning into Action: Design Thinking in Education

In an ever changing society of the 21st century, there is a demand to equip students with meta competences going beyond cognitive knowledge. Education, therefore, needs a transition from transferring knowledge to developing individual potentials with the help of constructivist learning. A Scheer, C Noweski,  C Meinel , University of Potsdam, Germany.

Design Thinking is the most effective method of teaching constructivist learning.

Scaling Design Thinking in the Enterprise, a 5 Year Study

During Julie Baher's five years at  Citrix  between 2010 to 2015, she was fortunate to gain first-hand experience leading a transformation in product strategy to a customer-centered approach. It began when several senior executives attended the  design thinking boot camp  at Stanford’s d-school, returning with a new vision for the product development processes. Julie goes into detail about how they scaled up the customer centric methodology across the organizations 8,000 employees.

Developing Environmental Sustainability Strategies

Developing environmental sustainability strategies, the Double Diamond method of LCA and design thinking: a case study from aged care. Journal of Cleaner Production, 85, 67-82. Stephen J. Clune*, Simon Lockrey.

Developing an App for Type II Diabetes

Development and testing of a mobile application to support diabetes self-management for people with newly diagnosed type 2 diabetes: a design thinking case study. Numerous mobile applications have been developed to support diabetes-self-management. However, the majority of these applications lack a theoretical foundation and the involvement of people with diabetes during development. The aim of this study was to develop and test a mobile application (app) supporting diabetes self-management among people with newly diagnosed type 2 diabetes using design thinking. The article was written by Mira Petersen and Nana F. Hempler.

Improving UX in Public Transportation

In this case study the project leaders goal was to  improve the experience of bus users  on Madrid's EMT system by offering a technological solution to  increase the users’ satisfaction with regard to accessibility  during the bus trip as well as when waiting for the bus to arrive.

Transforming Life Insurance through Design Thinking

To some fintechs, non-insurance incumbents, and venture capitalists, the industry’s challenges suggest opportunity. The life insurance value chain is increasingly losing share to these players, who are chipping away at the profit pool. 

How might incumbent life insurers keep pace in today’s fast-moving competitive environment and meet customers’ changing needs?

Deploying the Design Thinking methodology in the insurance sector could be the key to helping save insurance from itself. Here's what McKinsey has to say about design thinking in insurance in their article "Transforming Life Insurance through Design Thinking".

"Better addressing the evolving needs of consumers can help incumbents win their loyalty—and protect against new competitors. 

Bringing Design Thinking to the Insurance World

Pancentric helped  Jelf kick-off a several-year digital transformation journey by getting to know not just their customers better, but their own staff, too. Jelf has dozens of offices around the UK, all with specialties in insuring different kinds of commercial businesses. For our project team trying to determine a roadmap of new developments, there was no easy overview of how each office operated or what the entire customer experience looked like.

The Features of Design Thinking in Fast Moving Consumer Goods Brand Development

This paper investigates what features of design thinking are employed in FMCG brand development via stakeholder interviews in three domains: agencies, companies, and retailers. This paper concludes with suggestions of how design thinking can be embraced in FMCG brand development.

A Chain of Innovation The Creation of Swiffer

This is a great case study that underlines the complexity of bringing game changing products to market. It helps to provide an understanding of just how much more is needed that a simple five step process of idea generation.

Read more from Continuum , the Design Firm responsible for the Swiffer

The Guardian: Using Design to Reaffirm Values

The Guardian's redesign, which launched in January 2018, illustrated the business impact when design is valued. The Guardian has a strong culture of design and increasingly, how design thinking can contribute to organizational change and development.

• Press Center

7 Inspiring Examples of Innovation in the Workplace

Ever wondered how a simple change or a new idea can significantly alter the trajectory of a business? The transformative power of innovation in the workplace is undeniable, driving not just the development of groundbreaking products but also revolutionizing management practices, operational processes, and the very ethos that defines a company's culture. 

With no further ado, let’s explore some of the most compelling instances of innovation in the workplace today!

• Workplace innovation encompasses new methods and ideas to improve operations, business models, or work culture, focusing on efficiency, service quality, and organizational structure.
• Innovation is crucial for business growth, competitiveness, and leading industries. It involves adapting quickly to market changes and customer focus.
• Innovative workplaces can enhance company recognition and brand, increase personal satisfaction and job fulfillment, and promote collaboration and teamwork.
• Embracing workplace innovation leads to higher employee motivation and engagement, with innovative practices directly contributing to increased productivity.
• Examples of innovation in the workplace include transforming offices into collaborative spaces, providing meaning and purpose for employees, and embracing visual communication.
• Challenges in implementing workplace innovation include resistance to change, funding constraints, lack of strategic direction, and potential employee burnout.

What Is Innovation in the Workplace?

Now, what exactly do we mean when we talk about innovation in the workplace? In short, workplace innovation is an umbrella term encompassing new methods and ideas to improve a company's operations, business model, or work culture . It focuses on making systems more efficient, enhancing service quality, or changing organizational hierarchies' structure.

Innovation always breaks the monotony and stirs up excitement. But more importantly—it unlocks immense potential for growth and improvement within organizations. The resulting transformation often leads businesses to either carve out new market niches or considerably enhance their footprint in existing market spaces.

The Importance of Workplace Innovation

Innovation is now a critical part of business strategy, not just a bonus. It goes beyond creating new products and includes fresh management, operations, and company culture approaches. All types of businesses, from startups to large corporations, benefit significantly from making innovation a daily practice.

How, more precisely?

The main reasons include growth and staying competitive. Innovative companies lead their industries by quickly adapting to market changes and focusing on customers. This adaptability keeps them ahead in a dynamic and competitive business world. In fact, digitally mature companies are 23% more profitable than their less mature peers.

Innovation in the workplace also improves problem-solving and decision-making. A culture of innovation allows employees to experiment and find unique solutions to challenges. This has a strategic impact on companies and helps attract and retain talented employees by providing a creatively stimulating work environment.

In essence, embracing workplace innovations is vital to maintaining competitiveness, streamlining problem resolution, drawing in top talent, and distinguishing forward-thinking businesses. 

Benefits of Innovation in the Workplace

When we think about innovation in the workplace, it’s essential to highlight the myriad benefits it brings along with it. The advantages extend on a personal level and have far-reaching impacts that can accelerate company growth and success.

Company Recognition and Brand Enhancement

An innovative work environment speaks volumes about a company's dedication to growth, progress, and employee welfare. It resonates with customers who associate innovation with advancement and creativity, strengthening trust in your brand. Businesses that cultivate an innovative culture can differentiate themselves in their industry by attracting stakeholders who resonate with this forward-thinking ethos.

Personal Satisfaction and Job Fulfillment

Strong evidence links employee engagement and satisfaction to workplaces that foster innovative practices . When employees are encouraged to think outside the box and present ideas without fear of failure or ridicule, they feel valued for their contributions. This feeling correlates with increased job fulfillment as employees appreciate the opportunity to contribute to improving processes or actively creating novel solutions. 

Promotion of Collaboration and Teamwork

Adopting innovative strategies in day-to-day operations promotes collaboration in the workplace . Shared brainstorming sessions or problem-solving tasks nourish team spirit as individuals learn new ways of working harmoniously towards common objectives together, utilizing their unique skill sets synergistically, creating opportunities for better interdepartmental understanding.

Increase in Employee Motivation and Engagement

Arguably, one of the prominent benefits of embracing workplace innovation is a rise in employee motivation levels. When employees are part of an ecosystem advocating for ingenuity – where their ideas are heard, appreciated, and implemented – they feel motivated from within, helping them engage more deeply with their work, leading to better task engagement, and overall productivity.

Workplace innovation comes in different forms and sizes. It doesn't always have to bloom from larger-than-life ideas. Sometimes, small, less notable changes can improve a work environment considerably. Here are seven inspiring examples.

#1: Turning Offices into Collaborative Spaces

Transforming traditional office layouts into collaborative spaces is a vivid example of innovation in the workplace. It reflects a shift from individualized, cubicle-based work environments towards more open and flexible designs. This approach prioritizes communal areas, shared workstations, and versatile activity-based zones that can be adapted for different tasks and group sizes. This modern office design leverages the idea that physical space can significantly influence creativity, productivity, and overall job satisfaction.

The transition to collaborative workspaces often involves integrating digital tools and platforms that support teamwork and flexible work scheduling. For example, the Yarooms Workplace Experience Platform streamlines collaboration by enabling employees to book desks near their colleagues effortlessly. The platform offers visibility into who is in the office (and where), making planning in-person meetings or collaborative sessions easier. Additionally, it allows team members to set up their hybrid work schedules , facilitating better planning and coordination.

#2: Providing Meaning and Purpose for Employees

Providing meaning and purpose for employees is a prime example of workplace innovation because it taps into the intrinsic motivation of the workforce, leading to higher levels of engagement, satisfaction, and productivity. 

When employees understand how their roles contribute to the broader objectives and successes of the company, they are more likely to be invested in their work and take initiative. The sense of purpose at work transforms their day-to-day tasks into a fulfilling mission rather than just a means to an end. As a result, organizations can foster a more committed workforce, which is a must in navigating the complexities of today's business landscape.

" While every industry has the potential for purposeful work, I believe the digital and tech sectors are particularly conducive. These fields are inherently about innovation and solving real-world problems through technology. This creates a natural alignment with purpose, as employees are directly involved in shaping the future and impacting lives on a global scale. "

-- Mark Voronov, CEO & Founder at SocialPlug

#3: Embracing Visual Communication in the Workplace

Visual communication marks a significant stride in workplace innovation, fostering an environment where ideas are conveyed more intuitively and information is readily absorbed. By integrating diagrams, infographics, videos, and other visual aids into daily communication, companies can enhance employee understanding and retention, bridge language barriers, and make complex data more accessible.

Digital signage and office wayfinding are other innovative visual solutions that significantly enhance the work environment. Digital signage effectively displays real-time information about space availability , announcements, or even motivational content. Meanwhile, office wayfinding systems provide clear, interactive maps or directions that help employees and visitors navigate the office space effortlessly. Together, these tools bring greater visibility and navigation within the office, embodying the essence of modern workplace innovation.

An innovative Yarooms digital lobby signage application is designed to keep visitors and employees up-to-date with what’s happening in your office.

#4: Ensuring Transparent & Autonomous Hybrid Work Planning

Hybrid work planning represents a significant shift towards more flexible, employee-centric work models. It highlights the evolution of workplace innovation in response to changing needs and technologies. Autonomy and transparency are fundamental here, as they allow employees to tailor their work schedules and locations to better suit their personal and professional lives.

How does it work, exactly?

By leveraging digital hybrid work planning calendars , such as one offered by Yarooms , employees can easily align their in-office/work-from-home schedules and quickly identify optimal times for meetings and collaborative sessions. As a result, hybrid work planning not only supports individual flexibility but also promotes a more integrated and cohesive approach to team collaboration , ensuring that projects move forward smoothly and efficiently.

#5: Creating a Data-Driven Sustainability Culture

Sustainability culture in the workplace embodies the intersection of innovation and corporate responsibility. By leveraging data analytics and modern workplace Carbon Dashboards , companies can systematically measure their environmental impact, from carbon emissions to resource consumption, and make informed decisions to optimize.

Embedding a data-driven sustainability culture within the workplace catalyzes broader organizational change, influencing everything from procurement policies to product design and operational processes. It empowers companies to set clear, measurable targets and track real-time progress. This not only enhances brand reputation and meets increasing consumer demands for responsible business practices but also leads to cost savings through efficient resource use and waste reduction.

Ultimately, by prioritizing data-driven sustainability, businesses can achieve a competitive edge, drive innovation, and play a pivotal role in addressing the global environmental challenges of our time. No surprise why 39% of CEOs report that increasing R&D funding for sustainable innovation is crucial!

#6: Implementing Employee-Centered Workplace Technology

Workplace technology that is genuinely innovative focuses on being employee-centered because it prioritizes enhancing the overall work experience, boosting productivity, and meeting the workforce's unique needs. When technology solutions are designed with the end-user in mind , they are more likely to be adopted smoothly , used effectively, and contribute to job satisfaction and engagement. 

The employee-centered approach encourages a culture of innovation where employees feel supported by technology that acknowledges their challenges and aids in their professional development. By centering technology around the employees, organizations can foster a more dynamic, inclusive, and efficient workplace environment, leading to better business outcomes and a competitive edge in their industry.

#7: Integrating Artificial Intelligence and Machine Learning

Finally, Artificial Intelligence (AI) and Machine Learning (ML) are the most talked-about examples of workplace innovation these days. By automating routine tasks, AI and ML technologies enhance efficiency and free up employees to focus on more complex, creative, and strategic work. This integration fosters a dynamic environment where predictive analytics can improve decision-making processes, personalized AI-driven interfaces can enhance employee experiences , and intelligent algorithms can identify trends and insights humans may overlook. Consequently, adopting AI and ML in the workplace catalyzes a transformative shift towards more agile, informed, and productive work cultures, setting a new standard for operational excellence and competitive advantage.

Success Stories of Companies Cultivating Innovative Workplaces

Innovation is a vital success factor in business. Several companies today are reaping substantial rewards due to their innovative approaches within their workspaces. Let's delve into some case studies demonstrating the power of cultivating a culture of innovation.

Google – Fostering Creativity

Google sets the standard for workplace innovation with an open office environment designed to foster creativity and collaboration. The tech giant provides employees access to office amenities like gyms, cafeterias serving free gourmet meals, games rooms, and relaxation spaces. Moreover, employees are encouraged to spend 20% of their time on personal projects or innovative ideas , leading to groundbreaking developments.

Adobe - Encouraging Intrapreneurship

Adobe advocates intrapreneurship through its "Kickbox" program . In this initiative, every employee can receive a box containing a $1000 prepaid credit card—to be used without required managerial approval—and instructional guides for launching new ideas. This prompts thousands of product concepts each year and fosters an internal culture of experimentation and risk-taking.

Unilever – Driving Sustainable Innovation

Through its Sustainable Living Plan, Unilever is paving the way for more sustainable practices. It incorporates sustainability into its work model by setting goals to reduce adverse environmental impacts while increasing positive social effects. Such a comprehensive approach positions Unilever as a leader in corporate sustainability efforts and stimulates innovative solutions for ecological challenges.

Overcoming Challenges in Implementing Workplace Innovation

The desire to innovate is one thing; excelling in its implementation is another. A McKinsey survey found that 80 or 90 percent of executives say innovation is a top priority, but only 6 percent are satisfied with their innovation performance. According to another study by NTT DATA , only 21% of organizations achieve their innovation goals.

When driving for innovation in the workplace, it's inevitable to encounter a few obstacles along the way. These challenges may range from resistance to change to funding constraints, a lack of strategic direction, or even an overstretched workforce. The key lies in recognizing these challenges early and tackling them proactively.

Resistance To Change

The biggest challenge is often people's natural resistance to change . Employees may fear leaving their comfort zones and resist changes that shake up usual routines. To overcome this, building a culture that values adaptability is critical. Make sure to clearly explain the benefits of new ideas and how they help everyone. Also, open feedback should be allowed so employees can share thoughts and suggestions. This two-way communication helps smooth the path for change.

Funding Constraints

Funding, especially for significant innovations, can be a major hurdle, as balancing costs and investing in growth is crucial. A good approach is to start with small pilot projects. These allow for testing ideas cost-effectively, evaluating their success, and tweaking strategies. They also provide concrete data to support further investment.

Lack of Strategic Direction

Innovation without clear strategy can turn into chaos instead of progress. Lacking goals, success metrics, and detailed plans can make efforts aimless. To avoid this, create detailed innovation strategies early on, setting specific goals tied to broader business aims. Ensure everyone knows their objectives and processes, saving time and reducing confusion.

Employee Burnout

Finally, avoid overlooking the risk of employee burnout during innovation phases, which can demand significant adjustments. The stress from learning new skills, adapting to changes, and managing usual tasks can overwhelm staff. To prevent burnout, spread innovation timelines with enough breaks to allow everyone to adjust. Provide training and coaching to help employees confidently handle new technologies and processes.

Measuring the Success of Workplace Innovations

Measuring innovation success is vital in any workplace, beyond launching new ideas to ensuring they genuinely contribute to organizational growth. It starts with setting measurable goals—enhancing teamwork, employee satisfaction, or brand image. 

Monitoring progress means collecting complex data on how these innovations perform, like improvements in productivity, sales, or staff retention following new initiatives. However, don't overlook qualitative feedback through surveys or chats, as personal reactions to changes are invaluable. 

Remember, the impact of innovation might not be immediate, but evaluating both quantitative results and personal feedback over time provides a complete picture of how effectively your creative strategies are achieving their aims. Innovation isn't just about initiating change, confirming its value, and aligning it with your goals.

Frequently Asked Questions about Implementing Workplace Innovation

Implementing innovation examples in the workplace often elicits curiosity. Let's delve into some common questions when considering introducing or improving an innovative culture within your workplace.

What Qualifies as ‘Innovation’ in a Company?

Innovation is more than just a novel idea; it embodies all new practices, processes, or tools integrated into the workplace that can transform existing paradigms. This could involve technological implementations, fostering open communication channels with staff, embracing sustainable practices, or adopting collaborative workspace designs.

Why Should My Business Invest in Workplace Innovation?

Innovation has been proven to drive improvement on multiple levels inside organizations. It can enhance productivity and efficiency while boosting employee morale. Companies recognized for their innovative culture also tend to gain higher market value and enhanced brand image.

Can Small Businesses Implement Innovation Too?

Absolutely! Size doesn't determine innovative capability; mindset does. Whether it's integrating dynamic software solutions to streamline operations or promoting a culture encouraging failure for learning, no business is too small to benefit from nurturing creativity and originality.

How Do I Encourage My Employees to Be More Innovative?

Creating an environment conducive to innovation is critical here. Start by supporting risk-taking and providing opportunities for continuous learning. Foster cross-functional cooperation and ensure managers are role models for inventive thought – they must demonstrate openness toward new ideas.

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10 Successful Design Thinking Case Study

Dive into the realm of Successful Design Thinking Case Studies to explore the power of this innovative problem-solving approach. Begin by understanding What is Design Thinking? and then embark on a journey through real-world success stories. Discover valuable lessons learned from these case studies and gain insights into how Design Thinking can transform your approach.

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Design Thinking has emerged as a powerful problem-solving approach that places empathy, creativity, and innovation at the forefront. However, if you are not aware of the power that this approach holds, a Design Thinking Case Study is often used to help people address the complex challenges of this approach with a human-centred perspective. It allows organisations to unlock new opportunities and drive meaningful change. Read this blog on Design Thinking Case Study to learn how it enhances organisation’s growth and gain valuable insights on creative problem-solving.

Table of Contents   

1) What is Design Thinking?

2) Design Thinking process   

3) Successful Design Thinking Case Studies

      a) Airbnb

      b) Apple

      c) Netflix

      d) UberEats

      e) IBM

       f) OralB’s electric toothbrush

      g) IDEO

      h) Tesla

       i) GE Healthcare

       j) Nike

3) Lessons learned from Design Thinking Case Studies

4) Conclusion    

What is Design Thinking ?

Before jumping on Design Thinking Case Study, let’s first understand what it is. Design Thinking is a methodology for problem-solving that prioritises the understanding and addressing of individuals' unique needs.

This human-centric approach is creative and iterative, aiming to find innovative solutions to complex challenges. At its core, Design Thinking fosters empathy, encourages collaboration, and embraces experimentation.

This process revolves around comprehending the world from the user's perspective, identifying problems through this lens, and then generating and refining solutions that cater to these specific needs. Design Thinking places great importance on creativity and out-of-the-box thinking, seeking to break away from conventional problem-solving methods.

It is not confined to the realm of design but can be applied to various domains, from business and technology to healthcare and education. By putting the user or customer at the centre of the problem-solving journey, Design Thinking helps create products, services, and experiences that are more effective, user-friendly, and aligned with the genuine needs of the people they serve.  

Design Thinking process

Design Thinking is a problem-solving and innovation framework that helps individuals and teams create user-centred solutions. This process consists of five key phases that are as follows:  

To initiate the Design Thinking process, the first step is to practice empathy. In order to create products and services that are appealing, it is essential to comprehend the users and their requirements. What are their anticipations regarding the product you are designing? What issues and difficulties are they encountering within this particular context?

During the empathise phase, you spend time observing and engaging with real users. This might involve conducting interviews and seeing how they interact with an existing product. You should pay attention to facial expressions and body language. During the empathise phase in the Design Thinking Process , it's crucial to set aside assumptions and gain first-hand insights to design with real users in mind. That's the essence of Design Thinking.

During the second stage of the Design Thinking process, the goal is to identify the user’s problem. To accomplish this, collect all your observations from the empathise phase and begin to connect the dots.

Ask yourself: What consistent patterns or themes did you notice? What recurring user needs or challenges were identified? After synthesising your findings, you must create a problem statement, also known as a Point Of View (POV) statement, which outlines the issue or challenge you aim to address. By the end of the define stage, you will be able to craft a clear problem statement that will guide you throughout the design process, forming the basis of your ideas and potential solutions.

After completing the first two stages of the Design Thinking process, which involve defining the target users and identifying the problem statement, it is now time to move on to the third stage - ideation. This stage is all about brainstorming and coming up with various ideas and solutions to solve the problem statement. Through ideation, the team can explore different perspectives and possibilities and select the best ideas to move forward with.

During the ideation phase, it is important to create an environment where everyone feels comfortable sharing their ideas without fear of judgment. This phase is all about generating a large quantity of ideas, regardless of feasibility. This is done by encouraging the team to think outside the box and explore new angles. To maximise creativity, ideation sessions are often held in unconventional locations.

It’s time to transform the ideas from stage three into physical or digital prototypes. A prototype is a miniature model of a product or feature, which can be as simple as a paper model or as complex as an interactive digital representation.

During the Prototyping Stage , the primary objective is to transform your ideas into a tangible product that can be tested by actual users. This is crucial in maintaining a user-centric approach, as it enables you to obtain feedback before proceeding to develop the entire product. By doing so, you can ensure that the final design adequately addresses the user's problem and delivers an enjoyable user experience.

During the Design Thinking process, the fifth step involves testing your prototypes by exposing them to real users and evaluating their performance. Throughout this testing phase, you can observe how your target or prospective users engage with your prototype. Additionally, you can gather valuable feedback from your users about their experiences throughout the process.

Based on the feedback received during user testing, you can go back and make improvements to the design. It is important to remember that the Design Thinking process is iterative and non-linear. After the testing phase, it may be necessary to revisit the empathise stage or conduct additional ideation sessions before creating a successful prototype.

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Successful Design Thinking Case Studies  

Now that you have a foundational understanding of Design Thinking, let's explore how some of the world's most successful companies have leveraged this methodology to drive innovation and success:

Case Study 1: Airbnb  

Airbnb’s one of the popular Design Thinking Case Studies that you can aspire from. Airbnb disrupted the traditional hotel industry by applying Design Thinking principles to create a platform that connects travellers with unique accommodations worldwide. The founders of Airbnb, Brian Chesky, Joe Gebbia, and Nathan Blecharczyk, started by identifying a problem: the cost and lack of personalisation in traditional lodging.

They conducted in-depth user research by staying in their own listings and collecting feedback from both hosts and guests. This empathetic approach allowed them to design a platform that not only met the needs of travellers but also empowered hosts to provide personalised experiences. 

Airbnb's intuitive website and mobile app interface, along with its robust review and rating system, instil trust and transparency, making users feel comfortable choosing from a vast array of properties. Furthermore, the "Experiences" feature reflects Airbnb's commitment to immersive travel, allowing users to book unique activities hosted by locals. 

Case Study 2.  Apple    

Apple Inc. has consistently been a pioneer in  Design Thinking, which is evident in its products, such as the iPhone. One of the best Design Thinking Examples from Apple is the development of the iPhone's User Interface (UI). The team at Apple identified the need for a more intuitive and user-friendly smartphone experience. They conducted extensive research and usability testing to understand user behaviours, pain points, and desires.   

The result? A revolutionary touch interface that forever changed the smartphone industry. Apple's relentless focus on the user experience, combined with iterative prototyping and user feedback, exemplifies the power of  Design Thinking in creating groundbreaking products.    

Apple invests heavily in user research to  anticipate what customers want before they even realise it themselves. This empathetic approach to design has led to groundbreaking innovations like the iPhone, iPad, and MacBook, which have redefined the entire industry.  

Case Study 3. Netflix  

Netflix, the global streaming giant, has revolutionised the way people consume entertainment content. A major part of their success can be attributed to their effective use of Design Thinking principles.

What sets Netflix apart is its commitment to understanding its audience on a profound level. Netflix recognised that its success hinged on offering a personalised, enjoyable viewing experience. Through meticulous user research, data analysis, and a culture of innovation, Netflix constantly evolves its platform. Moreover, by gathering insights on viewing habits, content preferences, and even UI, the company tailors its recommendations, search algorithms, and original content to captivate viewers worldwide.

Furthermore, Netflix's iterative approach to Design Thinking allows it to adapt quickly to shifting market dynamics. This agility proved crucial when transitioning from a DVD rental service to a streaming platform. Netflix didn't just lead this revolution; it shaped it by keeping users' desires and behaviours front and centre. Netflix's commitment to Design Thinking has resulted in a highly user-centric platform that keeps subscribers engaged and satisfied, ultimately contributing to its global success.  

Case Study 4. Uber Eats     

Uber Eats, a subsidiary of Uber, has disrupted the food delivery industry by applying Design Thinking principles to enhance user experiences and create a seamless platform for food lovers and restaurants alike.  

One of  UberEats' key innovations lies in its user-centric approach. By conducting in-depth research and understanding the pain points of both consumers and restaurant partners, they crafted a solution that addresses real-world challenges. The user-friendly app offers a wide variety of cuisines, personalised recommendations, and real-time tracking, catering to the diverse preferences of customers.  

Moreover,  UberEats leverages technology and data-driven insights to optimise delivery routes and times, ensuring that hot and fresh food reaches customers promptly. The platform also empowers restaurant owners with tools to efficiently manage orders, track performance, and expand their customer base. 

Case Study  5 . IBM    

IBM is a prime example of a large corporation successfully adopting Design Thinking to drive innovation and transform its business. Historically known for its hardware and software innovations, IBM recognised the need to evolve its approach to remain competitive in the fast-paced technology landscape.   

IBM's Design Thinking journey began with a mission to reinvent its enterprise software solutions. The company transitioned from a product-centric focus to a user-centric one. Instead of solely relying on technical specifications, IBM started by empathising with its customers. They started to understand customer’s pain points, and envisioning solutions that genuinely addressed their needs. 

One of the key elements of IBM's Design Thinking success is its multidisciplinary teams. The company brought together designers, engineers, marketers, and end-users to collaborate throughout the product development cycle. This cross-functional approach encouraged diverse perspectives, fostering creativity and innovation. 

IBM's commitment to Design Thinking is evident in its flagship projects such as Watson, a cognitive computing system, and IBM Design Studios, where Design Thinking principles are deeply embedded into the company's culture. 

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Case Study 6. Oral-B’s electric toothbrush

Oral-B, a prominent brand under the Procter & Gamble umbrella, stands out as a remarkable example of how Design Thinking can be executed in a seemingly everyday product—Electric toothbrushes. By applying the Design Thinking approach, Oral-B has transformed the world of oral hygiene with its electric toothbrushes.  

Oral-B's journey with Design Thinking began by placing the user firmly at the centre of their Product Development process. Through extensive research and user feedback, the company gained invaluable insights into oral care habits, preferences, and pain points. This user-centric approach guided Oral-B in designing electric toothbrushes that not only cleaned teeth more effectively but also made the entire oral care routine more engaging and enjoyable.  

Another of Oral-B's crucial innovations is the integration of innovative technology into their toothbrushes. These devices now come equipped with features like real-time feedback, brushing timers, and even Bluetooth connectivity to sync with mobile apps. By embracing technology and user-centric design, Oral-B effectively transformed the act of brushing teeth into an interactive and informative experience. This has helped users maintain better oral hygiene.  

Oral-B's success story showcases how Design Thinking, combined with a deep understanding of user needs, can lead to significant advancements, ultimately improving both the product and user satisfaction.

Case Study 7. IDEO  

IDEO, a Global Design Consultancy, has been at the forefront of Design Thinking for decades. They have worked on diverse projects, from creating innovative medical devices to redesigning public services.

One of their most notable Design Thinking examples is the development of the "DeepDive" shopping cart for a major retailer. IDEO's team spent weeks observing shoppers, talking to store employees, and prototyping various cart designs. The result was a cart that not only improved the shopping experience but also increased sales. IDEO's human-centred approach, emphasis on empathy, and rapid prototyping techniques demonstrate how Design Thinking can drive innovation and solve real-world problems.   

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Case Study  8 .  Tesla  

Tesla, led by Elon Musk, has redefined the automotive industry by applying Design Thinking to Electric Vehicles (EVs). Musk and his team identified the need for EVs to be not just eco-friendly but also desirable. They focused on designing EVs that are stylish, high-performing, and technologically advanced. Tesla's iterative approach, rapid prototyping, and constant refinement have resulted in groundbreaking EVs like the Model S, Model 3, and Model X.    

From the minimalist interior of their Model S to the autopilot self-driving system, every aspect is meticulously crafted with the end user in mind. The company actively seeks feedback from its user community, often implementing software updates based on customer suggestions. This iterative approach ensures that Tesla vehicles continually evolve to meet and exceed customer expectations .   

Moreover, Tesla's bold vision extends to sustainable energy solutions, exemplified by products like the Powerwall and solar roof tiles. These innovations  showcase Tesla's holistic approach to Design Thinking, addressing not only the automotive industry's challenges but also contributing to a greener, more sustainable future.   

Case Study 9. GE Healthcare 

GE Healthcare is a prominent player in the Healthcare industry, renowned for its relentless commitment to innovation and design excellence. Leveraging Design Thinking principles, GE Healthcare has consistently pushed the boundaries of medical technology, making a significant impact on patient care worldwide.  

One of the key areas where GE Healthcare has excelled is in the development of cutting-edge medical devices and diagnostic solutions. Their dedication to user-centred design has resulted in devices that are not only highly functional but also incredibly intuitive for healthcare professionals to operate. For example, their advanced Medical Imaging equipment, such as MRI and CT scanners, are designed with a focus on patient comfort, safety, and accurate diagnostics. This device reflects the company's dedication to improving healthcare outcomes.  

Moreover, GE Healthcare's commitment to design extends beyond the physical product. They have also ventured into software solutions that facilitate data analysis and Patient Management. Their user-friendly software interfaces and data visualisation tools have empowered healthcare providers to make more informed decisions, enhancing overall patient care and treatment planning.

Case Study 10. Nike 

Nike is a global powerhouse in the athletic apparel and Footwear industry. Nike's journey began with a simple running shoe, but its design-thinking approach transformed it into an iconic brand.

Nike's Design Thinking journey started with a deep understanding of athletes' needs and desires. They engaged in extensive user research, often collaborating with top athletes to gain insights that inform their product innovations. This customer-centric approach allowed Nike to develop ground breaking technologies, such as Nike Air and Flyknit, setting new standards in comfort, performance, and style.

Beyond product innovation, Nike's brand identity itself is a testament to Design Thinking. The iconic Swoosh logo, created by Graphic Designer Carolyn Davidson, epitomises simplicity and timelessness, reflecting the brand's ethos.  

Nike also excels in creating immersive retail experiences, using Design Thinking to craft spaces that engage and inspire customers. Their flagship stores around the world are showcases of innovative design, enhancing the overall brand perception.

Lessons learned from Design Thinking Case Studies

The Design Thinking process, as exemplified by the success stories of IBM, Netflix, Apple, and Nike, offers valuable takeaways for businesses of all sizes and industries. Here are three key lessons to learn from these Case Studies:  

1)   Consider the b ig p icture   

Design Thinking encourages organisations to zoom out and view the big picture. It's not just about solving a specific problem but understanding how that problem fits into the broader context of user needs and market dynamics. By taking a holistic approach, you can identify opportunities for innovation that extend beyond immediate challenges. IBM's example, for instance, involved a comprehensive evaluation of their clients' journeys, leading to more impactful solutions.  

2)  Think t hrough a lternative s olutions   

One of the basic principles of Design Thinking is ideation, which emphasises generating a wide range of creative solutions. Netflix's success in content recommendation, for instance, came from exploring multiple strategies to enhance user experience. When brainstorming ideas and solutions, don't limit yourself to the obvious choices. Encourage diverse perspectives and consider unconventional approaches that may lead to breakthrough innovations.  

3)  Research e ach c ompany’s c ompetitors   

Lastly, researching competitors is essential for staying competitive. Analyse what other companies in your industry are doing, both inside and outside the realm of Design Thinking. Learn from their successes and failures. GE Healthcare, for example, leveraged Design Thinking to improve medical equipment usability, giving them a competitive edge. By researching competitors, you can gain insights that inform your own Design Thinking initiatives and help you stand out in the market.  

Incorporating these takeaways into your approach to Design Thinking can enhance your problem-solving capabilities, foster innovation, and ultimately lead to more successful results.  

Conclusion    

Design Thinking is not limited to a specific industry or problem domain; it is a versatile approach that promotes innovation and problem-solving in various contexts. In this blog, we've examined successful Design Thinking Case Studies from industry giants like IBM, Netflix, Apple, Airbnb, Uber Eats, and Nike. These companies have demonstrated that Design Thinking is a powerful methodology that can drive innovation, enhance user experiences, and lead to exceptional business success.   

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Frequently Asked Questions

Design Thinking Case Studies align with current market demands and user expectations by showcasing practical applications of user-centric problem-solving. These Studies highlight the success of empathetic approaches in meeting evolving customer needs.

By analysing various real-world examples, businesses can derive vital insights into dynamic market trends, creating innovative solutions, and enhancing user experiences. Design Thinking's emphasis on iterative prototyping and collaboration resonates with the contemporary demand for agility and adaptability.

Real-world examples of successful Design Thinking implementations can be found in various sources. For instance, you can explore several Case Study repositories on Design Thinking platforms like IDEO and Design Thinking Institute. Furthermore, you can also look for business publications, such as the Harvard Business Review as well as Fast Company, which often feature articles on successful Design Thinking applications.

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A guide to open innovation (with case studies)

Daniel Saunders

Chief executive officer.

The following guide delves into what open innovation means and the different models available to your corporation. We’ll analyse why you would choose to pursue an open innovation solution over a closed innovation approach and examine innovation case studies from P&G, Metro Bank, United Utilities, and Nivea.

What is open innovation? 

Open innovation is primarily about partnerships and collaboration. It’s about identifying and connecting with innovative ideas, solutions, people, or companies to drive value, solve problems or explore new opportunities. 

The term open innovation (OI) was coined by Henry Chesbrough , a professor at UC Berkeley. He described it as trading ideas in and out of an organisation to accelerate innovation and open up the organisation to using more external ideas. 

The definition suggests two important aspects that characterise open innovation; 

• The “outside-in” aspect brings external ideas into a company’s innovation process.  
• The “inside out” aspect is where ideas from within the company are shared externally. 

Types of open innovation  

Open innovation means companies seek collaborators to innovate and co-create alongside. Types of open innovation include open innovation labs , accelerators, incubators, M&As, and hackathons. Often the most fruitful open innovations involve unconventional partnerships.

Advantages of open innovation 

When you want to develop a new idea via open innovation, you have two main options; buy or partner.  

• Buy an existing innovation. Buying a company that owns an innovation is much faster than trying to build something yourself, sometimes by decades. The other advantage of buying is you usually own the innovation and any IP outright and can customise it as necessary. C orporate Venture Capital can be an alternative to a full takeover, allowing companies to test the waters with smaller investments into potential acquisition targets, whilst also bringing in additional revenue from the investment. 
• Partner to implement an innovation. Partnering is the quickest and cheapest option, but the compromise is that you don’t fully own the idea. That’s why finding the right company to partner with and validating their ideas for your use cases is essential. This is where corporate innovation labs and accelerator programs add immense value—scouting for global ideas, assessing the fit between businesses and use cases, leading agile development and validation phases, etc. 

Case study: P&G shifts from a $2bn annual spend on internal R&D to open innovation

Proctor and Gamble (P&G) are one of the world’s largest FMCGs businesses. Their market position as a global leader can be connected to their long history of innovation, starting with the launch of their R&D department in 1890 to launching Connect + Develop , their open innovation program in 2002. 

But after generations of internal closed innovation, what prompted the shift to open innovation?

Former P&G CEO A.G. Lafley spearheaded the change in 2000 after realising that the business couldn’t meet its growth objectives by throwing more money at R&D (at the time, they were spending more than $2bn annually on R&D). 

But Lafley had noted that over the decades, many of P&Gs most successful innovations came from “unlikely connections, approaches and ideas.” Such as technology invented for one industry enabling innovation in entirely different industries. Or how company acquisitions allowed P&G to form strategic external connections that lead to “commercially successful products.”

Based on these insights, Lafley set an internal company goal that 50% of all future product innovations should be developed with one or more external partners. At the time (2000), only 10% of product innovations involved outside partners. 

P&G managed to exceed the target before the end of the decade. The result of increasing open innovation to 50% had a massive impact on the corporation, which Lafley himself summarises;

“…company sales more than doubled, profit tripled, free cash flow quadrupled, and P&G’s stock price nearly doubled in a decade when the S&P 500 index was actually down.” A.G. Lafley

What’s needed for open innovation to succeed? 

Corporations’ biggest mistake is seeing a cool idea and shoehorning it into their business. Inevitably this approach fails. 

While there’s no set open innovation model, one thing is always essential, and that’s structure. Innovation means change; incorporating a new idea or process into an existing system requires the system to change to meet it (or the idea to change to meet the system), e.g. changing your current processes, people or mindset. That’s why any new idea must be tested and validated to ensure it’s the right fit before incorporating it into business as usual. 

Three open innovation case studies 

1. united utilities found innovation success through a structured open innovation approach .

Since 2017, L Marks has run the Innovation Lab for the UK’s largest listed water company, United Utilities, which manages the water network for more than seven million people.

The innovation lab comprises a 12-week program that moves through several stages to advance the innovation. For example, all the teams participating in the innovation lab run live trials in real business environments to validate their ideas and over 90 United Utilities employees are called upon to mentor the teams based on their subject matter expertise. 

Applying their tried and tested program meant the L Marks scouting team got in front of 1500 businesses, received over 400 applications, and accepted over 30 teams into the program from France, Portugal, Canada, Australia, India, and the UK. 

This structured approach to open innovation meant that United Utilities made framework agreements with over half of the program participants.

Kieran Brocklebank, Head of Innovation at United Utilities, explains why their Innovation Lab brings about such novel innovations; “Interestingly, all the suppliers we are working with would label themselves as small or startup, and five of them had never worked with a UK water company before. They all have a completely different energy to a large corporate like United Utilities, which is exactly what you need to disrupt the status quo.”

2. Nivea co-created a best-selling deodorant with customers 

Nivea used “netnography”—mining online customer reviews and comments—to gain insights about how customers used their products. They realised that customers had two major gripes when using their deodorant,

• Yellow stains on white clothes 
• And white deodorant stains on black clothing. 

Before diving into product development, Nivea contacted customers online and asked for their feedback about which new product characteristics would be most important to them. This co-creation work led to customers providing additional ideas, which were also incorporated into the product development. 

T he Nivea R&D team then partnered with specialist chemicals company Evonik, and experts at the textile research centre Hohenstein institute, to develop a new patented technology that protected dark fabric and minimised staining on white clothes. Nivea’s “Invisible Black and White” deodorant became the company’s best-selling deodorant in its 130-year history.

3. Inside-out and outside-in knowledge sharing by Metro Bank 

Metro Bank runs the Magic Makers program, which includes Fusion , a 3-day competitive corporate innovation workshop . Fusion is open to external start-ups and internal Metro teams. Both have to compete to earn a place at Metro’s 10-week innovation lab to develop their ideas further. 

This program exemplifies open innovation. The Metro Bank team are heavily involved in the programme to share their knowledge with external startups. And by involving internal and external teams, knowledge, views, working practices, and ideas are passed inside-out and outside-in.

In the 2022 Fusion program, three winners were chosen, one of which was an internal Metro Bank team, ‘Return of the Hack’, whose idea will enable customers to access more information digitally.  The team will work alongside other external startups to develop their idea in an agile manner during the 10-week innovation lab. 

Faisal Hussain, Chief Technology Officer at Metro Bank, explained the impact; 

“Innovation Lab brings out the very best in our colleagues as they compete internally to come up with MAGIC – literally Making A Great Idea Count. They also evaluate how we can embrace and embed the start-up propositions into the practical day to day running of the Bank to realise real results that benefit our customers. The spirit of innovation is so strong in Metro Bank that an entirely internal team of colleagues has been selected over an external start-up.”

No company can survive in today’s world without some form of open innovation.

The collaborative approach characteristic of open innovation models gives companies access to innovative ideas and solutions across the globe. It provides a clear advantage over innovating internally and in isolation, especially considering the breadth and speed of today’s technological advancements. 

But rather than a silver bullet, open innovation requires structure to access it in any material way. Structure in terms of international scouting to leading agile development and market validation phases to ensure the program is a commercial success. 

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30+ Digital Transformation Case Studies & Success Stories [2024]

Cem is the principal analyst at AIMultiple since 2017. AIMultiple informs hundreds of thousands of businesses (as per Similarweb) including 60% of Fortune 500 every month.

Cem's work focuses on how enterprises can leverage new technologies in AI, automation, cybersecurity(including network security, application security), data collection including web data collection and process intelligence.

Digital transformation has been on the executive agenda for the past decade and ~ 90% of companies have already initiated their first digital strategy. However, given the increasing pace of technological innovation, there are numerous areas to focus on. A lack of focus leads to failed initiatives. Digital transformation leaders need to focus their efforts but they are not clear about in which areas to focus their digital transformation initiatives.

We see that digital transformation projects focusing on customer service and operations tend to be more heavily featured in case studies and we recommend enterprises to initially focus on digitally transforming these areas.

Research findings:

• Outsourcing is an important strategy for many companies’ digital transformation initiatives.
• Most successful digital transformation projects focus on customer service and operations

Michelin-EFFIFUEL

Michelin, a global tire manufacturer, launched its EFFIFUEL initiative in 2013 to reduce the fuel consumption of trucks. In this context, vehicles were equipped with telematics systems that collect and process data on the trucks, tires, drivers habits and fuel consumption conditions. By analyzing this data, fleet managers and executives at the trucking companies were able to make adjustments to reduce oil consumption.

• Business challenge : Inability to improve customer retention rates to target levels, due to trucks’ fuel consumption and CO2 emissions .
• Target customers : Fleet managers and operations managers at truck companies in Europe
• Line of business function : Customer success management and sales.
• Solution : By using smart devices, truck and tire performance degradation is detected and maintained from the start. The solution also nudges truck drivers into more cost and environmentally friendly driving.
• Business result : Enhanced customer retention and satisfaction. EFFIFUEL has brought fuel savings of 2.5 liters per 100 kilometers per truck. The company also reduced the environmental costs of transportation activities. According to Michellin, if all European trucking companies had been using the EFFIFUEL initiative, it would have caused a 9 tons of CO2 emission reduction.

Schneider Electric-Box

Schneider Electric is a global company with employees all over the world. Prior to the Box initiative , which is a cloud-based solution, business processes were relatively slow because it is difficult to process the same documents from different locations at the same time. Schneider Electric also needed a way to provide data management and security for its globally dispersed workforce. So Schneider Electric outsourced its own custom cloud environment that integrates with Microsoft Office applications to Box. The platform also ensures tight control of corporate data with granular permissions, content controls and the use of shared links.  Thanks to this initiative, the company has moved from 80% of its content hosted on-premises to 90% in the cloud and has a more flexible workforce.

• Business challenge : Inability to increase operational efficiency of the global workforce without capitulating to data security.
• Solution : Outsourcing company’s cloud-based platform to Box, that ensures data security and integration with Microsoft Office programs to ensure ease of doing business.
• Business result : Schneider Electric connects its 142.000 workers within one platform which hosts 90% of its documents.

Thomas Pink-Fits.me

British shirt maker Thomas Pink, part of the Louis Vuitton Moet Hennessey group, has outsourced the development of its online sales platform to Fits.me Virtual Fitting Room . The aim of the initiative was to gain a competitive advantage over its competitors in e-commerce. Thanks to the online platform developed, customers can determine how well the shirt they are buying fits them by entering their body size.

The platform also helps Fits.me gain better customer insight as previously unknown customer data, including body measurements and fit preferences, becomes available. In this way, the platform can offer customers the clothes that fit them better.

• Business challenge : Lack of visibility into  online sales and customers’ preferences.
• Target customers : Online buyers and users.
• Line of business function : Sales and customer success management.
• Solution : Outsourcing the development of the online platform to Fits.me Virtual Fitting Room .
• Business result : Improved customer satisfaction and engagement. Thomas Pink reports that customers who enter the virtual fitting room are more likely to purchase a product than those who do not. There are many successful digital transformation projects from different industries, but we won’t go into every case study. Therefore, we provide you with a sortable list of 31 successful case studies. We categorized them as:
• System Improvement : changing the way existing businesses work by introducing new technologies.
• Innovation : creating new business practices, based on the latest technology.

If you are ready to start you digital transformation journey,  you can check our data-driven and comprehensive list of digital transformation consultant companies .

To find out more about digital transformation, you can also read our digital transformation best practices , digital transformation roadmap and digital transformation culture articles.

You can also check our sustainability case studies article which include ESG related success stories.

For any further assistance please contact us:

This article was drafted by former AIMultiple industry analyst Görkem Gençer.

Cem's work has been cited by leading global publications including Business Insider, Forbes, Washington Post, global firms like Deloitte, HPE, NGOs like World Economic Forum and supranational organizations like European Commission. You can see more reputable companies and media that referenced AIMultiple.

Cem's hands-on enterprise software experience contributes to the insights that he generates. He oversees AIMultiple benchmarks in dynamic application security testing (DAST), data loss prevention (DLP), email marketing and web data collection. Other AIMultiple industry analysts and tech team support Cem in designing, running and evaluating benchmarks.

Throughout his career, Cem served as a tech consultant, tech buyer and tech entrepreneur. He advised enterprises on their technology decisions at McKinsey & Company and Altman Solon for more than a decade. He also published a McKinsey report on digitalization.

He led technology strategy and procurement of a telco while reporting to the CEO. He has also led commercial growth of deep tech company Hypatos that reached a 7 digit annual recurring revenue and a 9 digit valuation from 0 within 2 years. Cem's work in Hypatos was covered by leading technology publications like TechCrunch and Business Insider.

Cem regularly speaks at international technology conferences. He graduated from Bogazici University as a computer engineer and holds an MBA from Columbia Business School.

AIMultiple.com Traffic Analytics, Ranking & Audience , Similarweb. Why Microsoft, IBM, and Google Are Ramping up Efforts on AI Ethics , Business Insider. Microsoft invests $1 billion in OpenAI to pursue artificial intelligence that’s smarter than we are , Washington Post. Data management barriers to AI success , Deloitte. Empowering AI Leadership: AI C-Suite Toolkit , World Economic Forum. Science, Research and Innovation Performance of the EU , European Commission. Public-sector digitization: The trillion-dollar challenge , McKinsey & Company. Hypatos gets $11.8M for a deep learning approach to document processing , TechCrunch. We got an exclusive look at the pitch deck AI startup Hypatos used to raise $11 million , Business Insider.

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Explore how UC San Diego transitioned from crowdsourcing to collective impact and harnessed collaboration and strategic planning to achieve transformative success.

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Disruption →

• 21 May 2024
• Cold Call Podcast

The Importance of Trust for Managing through a Crisis

In March 2020, Twiddy & Company, a family-owned vacation rental company known for hospitality rooted in personal interactions, needed to adjust to contactless, remote customer service. With the upcoming vacation season thrown into chaos, President Clark Twiddy had a responsibility to the company’s network of homeowners who rented their homes through the company, to guests who had booked vacations, and to employees who had been recruited by Twiddy’s reputation for treating staff well. Who, if anyone, could he afford to make whole and keep happy? Harvard Business School professor Sandra Sucher, author of the book The Power of Trust: How Companies Build It, Lose It, Regain It, discusses how Twiddy leaned into trust to weather the COVID-19 pandemic in her case, “Twiddy & Company: Trust in a Chaotic Environment.”

• 07 Feb 2022
• Research & Ideas

Digital Transformation: A New Roadmap for Success

Is your company reaping the rewards of digital transformation yet? Linda Hill and colleagues offer seven guiding principles for transformations at any stage—nascent, progressing, or stalled. Open for comment; 0 Comments.

• 31 Jan 2022

Where Can Digital Transformation Take You? Insights from 1,700 Leaders

Digital transformation seems like a journey without end, but many companies are forging ahead. Linda Hill and colleagues reveal six qualities that set digitally mature organizations apart. Open for comment; 0 Comments.

• 04 May 2021

Best Buy: How Human Connection Saved a Failing Retailer

In The Heart of Business, former Best Buy CEO Hubert Joly shares how he revived the ailing electronics chain, offering a guide to leaders facing seemingly insurmountable challenges. Open for comment; 0 Comments.

• 21 Jan 2020

Lessons for Retailers from the Rebirth of Indie Bookstores

Independent bookstores are resurging. Their strategies offer lessons for many disrupted industries to compete against Amazon and other digital retailers, says Ryan Raffaelli. Open for comment; 0 Comments.

• 14 Aug 2019
• Sharpening Your Skills

The Manager's Guide to Leveraging Disruption

Clayton M. Christensen's seminal book, The Innovator's Dilemma, helped ignite the idea of innovative disruption. His Harvard Business School colleagues have been adding to innovation research ever since. Open for comment; 0 Comments.

• 08 Jul 2019

Are Paywalls Saving Newspapers?

Newspapers with reputable brands and unique content are finding success behind paywalls. For most papers, however, the future is not so clear, says Doug J. Chung. Open for comment; 0 Comments.

• 18 Feb 2019

What’s Really Disrupting Business? It’s Not Technology

Technology doesn't drive disruption—customers do. In a new book, marketing professor Thales Teixeira argues that successful disruptors are faster to spot and serve emerging customer needs than larger competitors. Open for comment; 0 Comments.

• 07 Feb 2019

How Big Companies Can Outrun Disruption

Large companies can be easy targets for disruption, but Gary Pisano says there are steps that can keep them ahead of the innovation curve. Rule 1: Don't emulate startup cultures. Open for comment; 0 Comments.

• 20 Dec 2018

Using Fintech to Disrupt Eastern Bank from Within

When Eastern Bank decided to battle a threat from new competitors, it hired a fintech executive to set up Eastern Labs and start innovating. Karen Mills discusses her case study on what happened next. Open for comment; 0 Comments.

• 28 Nov 2018

On Target: Rethinking the Retail Website

Target is one big-brand retailer that seems to have survived and even thrived in the apocalyptic retail landscape. What's its secret? Srikant Datar discusses the company's relentless focus on online data. Open for comment; 0 Comments.

• 20 Apr 2018
• Working Paper Summaries

Executive Education in the Digital Vortex: The Disruption of the Supply Landscape

The competitive landscape of executive education is feeling a tectonic shift even as demand grows for managerial skills. This study maps and analyzes the major providers of executive education programs, including business schools, consultancies, and corporate universities, to better understand and explain the industry’s present and future dynamics.

• 20 Sep 2017

The Three Types of Leaders Who Create Radical Change

Every successful social movement requires three distinct leadership roles: the agitator, the innovator, and the orchestrator, according to institutional change expert Julie Battilana. Open for comment; 0 Comments.

• 02 Mar 2015

Retail Reaches a Tipping Point—Which Stores Will Survive?

Part 1: The new book Retail Revolution: Will Your Brick and Mortar Store Survive? argues that ecommerce is about to deal severe blows to many familiar store-based brands—even including Walmart. Here's how retailers can fight back, according to Rajiv Lal, José Alvarez, and Dan Greenberg. Open for comment; 0 Comments.

• 25 Jul 2011

How Disruptive Innovation is Remaking the University

In The Innovative University, authors Clayton M. Christensen and Henry J. Eyring take Christensen's theory of disruptive innovation to the field of higher education, where new online institutions and learning tools are challenging the future of traditional colleges and universities. Key concepts include: A disruptive innovation brings to market a product or service that isn't as good as the best traditional offerings, but is less expensive and easier to use. Online learning is a disruptive technology that is making colleges and universities reconsider their higher education models. Closed for comment; 0 Comments.

• 05 Apr 2010

HBS Cases: iPads, Kindles, and the Close of a Chapter in Book Publishing

Book publishing is changing before our very eyes, even if the industry itself is fighting the transition with every comma it can muster. Harvard Business School professor Peter Olson, former CEO of Random House, wonders if books themselves may be in jeopardy. Key concepts include: The traditional book publishing and distribution system is under pressure to change to digital e-books. Publishers should consider a strategy of cooperation rather than competition with online retailers. Adding video and other multimedia capabilities will make e-books more attractive in the textbook industry. The fundamental question to be asked in the Internet age is, how popular will books remain? Closed for comment; 0 Comments.

• 24 Apr 2009

Corporate Social Entrepreneurship

Accelerated organizational transformation faces a host of obstacles well-documented in the change management literature. Because corporate social entrepreneurship (CSE) expands the core purpose of corporations and their organizational values, it constitutes fundamental change that can be particularly threatening and resisted. Furthermore, it pushes the corporation's actions more broadly and deeply into the area of social value creation where the firm's experiences and skill sets are less developed. The disruptive social innovations intrinsic to the CSE approach amplify this zone of discomfort. Fortunately, the experiences of innovative companies such as Timberland and Starbucks show how these challenges may be overcome. Key concepts include: Values-based leadership, the synergistic generation of social and economic value, and strategic cross-sector alliances are key ingredients to achieving a sustainably successful business. For companies to move their corporate social responsibility (CSR) activities to the next level, they need to rethink their current approaches to CSR, tapping into the creativity of each individual. Like all entrepreneurship, CSE is about creating disruptive change in the pursuit of new opportunities. It combines the willingness and desire to create joint economic and social value with the entrepreneurial redesign, systems development, and action necessary to carry it out. Closed for comment; 0 Comments.

• 08 Apr 2009

Clayton Christensen on Disrupting Health Care

In The Innovator's Prescription, Clayton Christensen and his coauthors target disruptive innovations that will make health care both more affordable and more effective. From the HBS Alumni Bulletin. Closed for comment; 0 Comments.

• 04 Sep 2007

Jumpstarting Innovation: Using Disruption to Your Advantage

Fostering innovation in a mature company can often seem like a swim upstream—the needs of the existing business often overwhelm attempts to create something new. Harvard Business School professor Lynda M. Applegate shows how one of the forces that threatens established companies can also be a source of salvation: disruptive change. Plus: Innovation worksheets. Key concepts include: Jumpstarting innovation is a critical business imperative. Executives realize that radical change is needed but do not feel equipped to make such change. Disruptions in the business environment allow new entrants or forward-thinking established players to introduce innovations that transform the way companies do business and consumers behave. Disruptive changes that might serve as the source of innovation include technology shifts, new business models, industry dynamics, global opportunities, and regulatory changes. Closed for comment; 0 Comments.

• 15 Sep 2003

The Lessons of New-Market Disruption

Teradyne was successful. Hewlett-Packard was not. Professor Clark Gilbert writes about how two companies had such different results with disruptive innovation. Closed for comment; 0 Comments.

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Nunc blandit tincidunt consequat. Duis diam metus, suscipit in pulvinar eget, egestas id arcu. Duis a enim vel mauris ultrices. Nullam aliquet velit ac velit tempus in semper neque auctor.

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How to Develop a Recession-Proof Product-Led Strategy

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10 Case Study Examples to Inspire Your Marketing Efforts

Sudarshan Somanathan

Head of Content

June 20, 2024

When your prospects are nearing a decision in their buyer’s journey, a strong case study can sway them your way. After all, everyone, even corporate decision-makers, loves a good story.

That’s why having satisfied customers showcase your strengths is more impactful than any self-promotion. It boosts credibility and earns you valuable recognition when potential customers come across these case studies.

No matter what you offer, case studies work because they build trust. They showcase real-life success stories , their detailed analysis proving your expertise and the quality of your products or services. 

That’s why they’re crucial for organizational growth.

Intrigued? Read on to explore the different types of case studies, their practical applications, and some marketing case study examples. 

By the end of this blog post, you will also have learned how to write a case study using a case study template. ✍️

Understanding Case Studies 

1. illustrative case studies, 2. exploratory case studies, 3. descriptive case studies, 4. cumulative case studies, 5. critical instance case studies, 6. instrumental case studies, 1. lucanet and hubspot, 2. cartoon network and clickup , 3. callingly and zapier , 4. philips and github , 5. google ads and samsung, 6. movingwaldo and mailchimp, 7. shutterstock and workday, 8. pidilite and salesforce , 9. sentinelone and storylane , 10. benchling and airtable , stage 1: research and preparation, stage 2: producing the case study, use the clickup case study template.

A case study is a detailed study of how your product or service has helped past customers. 

It acts as a track record of your company’s association with past customers and an insight into how they benefitted from your product offerings.

You can think of case studies as story-telling based on real-world data and results. 

Potential customers trust them because of their attention to detail in describing exactly how you delivered results for past customers. And if the past customer is someone they know or identify with, acquiring their trust is far easier.

According to the Content Marketing Institute, 73% of marketers use case studies , as they are proven tactics to drive sales. 

These studies are tailored to various industries, from business and marketing to psychology, technology, and healthcare. 

Creating compelling business case studies requires precision and clarity, like drafting a professional document. That’s where creative brief templates come in handy. They provide a structured framework to outline key details and create case study examples that resonate with your target audience.

Types of Case Studies 

Knowing the distinct kinds of case studies will help you use the best combination to influence your potential customers. We’ll also cover a few case study examples later on so you can see the different ways in which you or your marketing team can create your own case studies.

While one type of case study may help customers solve a business problem through a product/solution, others may be more suited for studying a specific event or business phenomenon. 

Let’s explore the commonly used types and case study examples.

Illustrative case studies describe a particular situation, phenomenon, or event. They use two or more instances to show just what a situation is like . The aim is to provide context, make the unfamiliar more accessible, and provide a real-world context for abstract concepts or theories.

For instance, SaaS case study examples highlight how a software solution significantly improved a client’s sales and efficiency.

Lids, a leading sports apparel retailer, has experienced rapid growth in recent years. To manage this growth effectively, Lids implemented ClickUp , a project management platform, to expedite workflows, save time, streamline administration, and improve results.

With ClickUp, our teams are more collaborative, efficient and we’re all more on-top of our work. It has made the way we work so much better.

The case study demonstrates how integrating a robust project management platform like ClickUp can streamline operations, enhance efficiency, and support substantial organizational growth.

Exploratory case studies are conducted before a large-scale investigation to help pinpoint research questions and methods for a more extensive study. 

These are often used when there is limited prior knowledge or existing theories about the subject. They are more frequently employed in social science disciplines.

For example, a research case study investigates the link between mental health disorders and social media usage in younger populations.

Researchers conducted a systematic review focusing on the impact of social media use on mental health . The study aimed to provide insights for future mental health strategies by analyzing the relationship between social media use and mental health outcomes. 

Utilizing research plan templates can help structure such investigations, ensuring an in-depth analysis and data collection and analysis efficiency.

A descriptive case study starts with a descriptive theory as a foundation. It then attempts to find connections between the subject of discussion and the theory. These case studies rely on detailed qualitative data analysis to develop an argument.

Let’s consider a descriptive case study example on the usage of technology in classrooms focused on an elementary school in a suburban district during the 2011-2012 academic year.

This compelling case study highlights the importance of detailed, qualitative data in developing its argument.

A cumulative case study collects information from various sources to summarize past studies without increasing costs or time. It aims to aggregate data from multiple sources to draw broader conclusions.

For example, a case study on the impact of climate change on the Indian coastline aggregates data from various sources to provide a comprehensive summary of past research. 

It highlights that climate change and climate variability pose significant challenges to this ecosystem.

Critical instance case studies focus on a unique or critical event to learn more about its causes and consequences. They are often used to investigate rare or significant events.

For instance, Blackboard utilized Amazon EC2 Spot Instances to scale its virtual classroom solution amidst the COVID-19 pandemic. 

This case study demonstrates how Blackboard effectively managed a staggering 4,800% surge in video conferencing usage while optimizing costs and enhancing performance.

Instrumental case studies use a specific case to generate insights into a broader issue or to refine a theoretical explanation. They are more frequently used to explore complex concepts or theories.

The story of Accenture’s Global SAP System serves as an instrumental case study example. 

It uses Accenture’s journey to create a unified SAP system to generate strategic insights into broader issues related to aligning business and IT strategies, standardizing business processes, and establishing global governance structures.

10 Case Study Examples for Different Use Cases 

Exploring a variety of case study examples can help you understand the nuances of their formatting, data presentation, and brand positioning. Here are ten case study examples to inspire you.

LucaNet is an international finance company that provides performance management solutions. With a global customer base, it wanted to opt for automated, personalized marketing in addition to handling complex lead management. 

HubSpot helped LucaNet automate its global marketing operations and bring all customer data into a centralized hub.

What do we like best about this case study presentation? HubSpot immediately showcases its key achievements at the top and provides compelling data on time savings, lead generation, and increase in MQLs.

✔️Takeaway : Highlight your measurable impact to showcase your ability to deliver tangible outcomes.

Cartoon Network’s social media team struggled with managing complicated workflows across different project management tools. 

ClickUp provided them with a unified platform to execute their social media management needs and ensure all team members are on the same page.

ClickUp’s case study of Cartoon Network is a good example of the appropriate use of supporting visuals. Rather than simply stating that ClickUp’s flexible views improved Cartoon Network’s project management, it demonstrates them in practical use.

✔️Takeaway : Create separate sections highlighting your client’s problem and the benefits offered by your solution in bullet points. The usage of supporting visuals is a major plus.

Callingly noticed that Zapier customers tend to get more value from their platform. To capitalize on this, they wanted to educate their customers on how to use Zapier effectively. 

Callingly embedded Zapier into its app, allowing customers to discover, create, and edit Zaps directly within the platform. This integration aims to give customers more control over their workflows and automate tasks seamlessly.

The integration makes it easier for customers to discover and use Zapier, reducing the need for customers to switch between platforms or manually set up Zaps.

This makes for one of the brilliant business case study examples, thoughtfully capturing how the company helped Callingly through compelling video demonstrations.

Their ‘why’ and ‘how’ sections are particularly impressive.

✔️Takeaway : Use impactful videos to engage users and educate customers on how your product works and help clients achieve impressive results.

GitHub’s case study of Philips concisely lists the customer’s problems, solutions, and products right on top for readers prone to TL; DR. It introduces the customer before presenting figures on how collaborating with GitHub helps Philips centralize their codebase. 

You’ll also find excerpts from conversations with several Philips employees, including the principal engineer and the program director, who elaborate on their need for software and how GitHub assisted. 

This case study example isn’t limited to products and solutions—it’s about listening to customers and providing real-world value.

✔️Takeaway : Having a well-written case study summary helps. Real conversations with customers and end-users can add interesting detail and value to otherwise serious (and sometimes boring) textual documents.

Google’s case study of Samsung is well-documented. It elaborately covers how Samsung utilized Performance Max, a goal-based campaign that lets advertisers access their advertising campaign across all of Google’s products from a single interface. 

What we like about the case study example is how it is a potential guide for newer businesses to experiment with Performance Max for their own ad campaigns.  

As with all of Google’s UI, the case study is minimalistic and straightforward. Yet, it leaves you wanting to experiment and try things out yourself.

✔️Takeaway : A good case study and a how-to guide don’t always need to be different. Great case studies don’t just make a point; they compel readers to take action and see the results for themselves.

Mailchimp’s case study is a detailed report on how MovingWaldo leveraged features like email and marketing automation, segmentation, A/B testing, and email marketing. It addresses the ‘how’, ‘why’, and ‘when.’ 

The case study page provides specific dates detailing when MovingWaldo implemented solutions and began observing their impact. They have also posted a short video describing the process, which breaks the monotony of reading long documents. 

Another highlight is a brief section detailing the future course of action, conveying that the journey of success is ongoing with additional feature enhancements. The case study transcends from being an account of the past to offering insights for the future.

✔️Takeaway : Specificity, such as adding exact dates, helps strengthen your case studies. Video and other multimedia content can take it up a notch.

Workday offers glimpses of its case studies, letting you choose between reading the story or watching the video. 

The case study begins with a powerful quote from the customer that demonstrates the impact of the solution. It then provides a brief description of the success metrics and highlights the core impact of the integration. 

It addresses Shutterstock’s pain points, such as diverse data sources, team members, and workflows, and showcases Workday’s effectiveness in countering those. 

While Workday keeps the case study short, it includes all the key details to educate the customer about the implementation. This is a great example of crafting a brief yet powerful case study.

✔️Takeaway : Short case studies are effective when well written because they pack a punch and tell a compelling story. Utilizing relevant quotes is also helpful.

 In this case study example, Salesforce brings out its value with the opening lines. It then lists each point of impact created by the software integration and explains its process. 

One of the best things about this case study is its organization (value summarized upfront) and thorough explanation of Pidilite’s challenges and how they were solved. 

They also feature a ‘what next’ section detailing the next steps Pidilite plans to take in its collaboration with Salesforce, implying that they continue providing value to the customer. 

✔️Takeaway : End your case study with a brief overview of your future collaboration plans with your customer. This tells your readers that the collaboration is ongoing and that you aim to keep improving your services to add value.

This case study example is an excellent showcase of customer success. What stands out is the use of a tabular format to list different use cases of Storylane’s software and provide a before-and-after for each use case. 

The table works well to summarize key achievements in a way that’s easy on the eye. The ‘Before’ column details the company’s pain points, and the ‘After’ column highlights the results that were brought about once Storylane entered the picture.

✔️Takeaway : Using ‘before’ and ‘after’ succinctly in your case studies helps drive impact and make your case studies stand out.

We liked this case study example because it simply explains how Airtable assists Benchling in prioritizing collaboration and addressing customer needs. 

It explains the functioning of the biology-first platform in a way that helps even non-technical readers understand the context. 

The case study ends with an insight into Airtable and Benchling’s future collaboration plans, indicating that more is to come in the years ahead. 

✔️Takeaway : Write a case study using simple language so customers can easily understand the product and software integration.

How to Create Your Own Case Study

We hope these case study examples have inspired you to portray your success over the years with some fantastic case studies.

While you may have ideas, feeling stuck with the marketing planning process is natural. 

Here’s how you can create your own case study in six easy steps. We’ll divide the process into two stages, research and prep, and production.

• Choose the customer: First, choose a customer willing to share their story and provide a testimonial and results. It’s important to choose a customer who has experienced significant benefits from your product or service since this will make your case study more compelling

Pro Tip: Not sure how to write an effective outreach email to enlist customer support for your case study program? Take help from ClickUp Brain’ s AI Writer to write persuasive copy. Moreover, you can email your customers directly from ClickUp!

• Outline the customer’s journey: Detail the customer’s journey from start to finish, including their actions before, during, and after using your services

Pro Tip: Storyboard your case study with your team using collaborative ClickUp Whiteboards . Once you’re happy with the outcome, create a ClickUp Task directly from the whiteboard. Assign it to the relevant owners, add tags for easy filtering, and use ClickUp Brain to generate sub-tasks and a brief task description automatically.

• Collect data: Gather quantitative and qualitative data on the company’s performance after using your services. This could include metrics like increased sales, improved efficiency, or higher customer satisfaction
• Draft the case study: Begin writing the case study by introducing the company and providing background information. Next, discuss the challenges they faced before using your product or service. Then, detail the solution you provided and how it was implemented. Finally, showcase the results and benefits the customer experienced after using your product or service, using the data you collected to support these points

Pro Tip: Brainstorm possible case study formats and outlines with ClickUp Brain, your creative partner in this endeavor.

• Get approval from the customer: Once you’ve drafted the case study, share it with the customer for their feedback and approval. This ensures that all the information is accurate and that the customer is comfortable with how their story is presented. It also provides an opportunity to make any necessary revisions

Pro Tip: Create a shareable case study in ClickUp Docs and share it with your customer in a single click for approval

• Publish and promote: After obtaining the customer’s approval, publish the case study on your website, blog, or other relevant platforms. Promote it through various channels such as social media, email newsletters, and sales presentations

Pro Tip: When your case study is ready to be distributed, add the relevant owners for social media and email distribution by simply mentioning them in a task comment

Instead of the process we just outlined, you can also use ClickUp’s free case study templates to plan, structure, and execute your case studies to maximize the efficiency of your content marketing efforts.

With ClickUp’s Case Study Template , you can: 

• Gather data from distinct sources to analyze it and identify key takeaways
• Craft compelling stories using an organized template to drive real impact 
• Collect ideas and note testimonials from clients to showcase real-life results
• Create a visual journey of the customer’s software integration steps
• Monitor and analyze the case study’s engagement
• Collaborate with marketing team members to create the case study together

ClickUp helps marketing teams optimize the entire process of writing a case study, from collecting data to finally sending customers an email for approval.

Craft Effective Case Studies with ClickUp 

Case studies are an excellent way to build trust with prospective clients and provide evidence for your claims. They exemplify how your products and services have aided others in reaching their business and marketing goals . Studying popular case study examples can help you ideate and find the perfect format for your own customer stories.

Collaborative work management platforms like ClickUp can help you plan and execute your case study project with ease. Draft customer success case studies showcasing results effectively using ClickUp’s Case Study Template. It not only provides you with a rough layout but also improves team collaboration, helps maintain consistency with the format, collects data, and much more.

Use the integrated AI assistant, ClickUp Brain, to generate outlines, write catchy copy, and brainstorm ideas. Put your case story together, along with the relevant links, images, and rich formatting, in ClickUp Docs and share it with stakeholders for input and approval.

Sign up for ClickUp today to create the most impactful marketing case studies to attain your marketing goals.

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Businesses have been producing reports forever. No matter what role or industry you work in, chances are that you have been faced with the task of generating a tedious report to show your progress or performance.

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That said, there are various types of reports that can be used for different purposes. Whether you want to track the progress of your strategies or stay compliant with financial laws, there is a different report for each task. To help you identify when to use them, we will cover the top 14 most common report formats used for businesses today.

1. Informational Reports

The first in our list of reporting types is informational reports. As their name suggests, this report type aims to give factual insights about a specific topic. This can include performance reports, expense reports, and justification reports, among others. A differentiating characteristic of these reports is their objectivity; they are only meant to inform but not propose solutions or hypotheses. Common informational reports examples are for performance tracking, such as annual, monthly, or weekly reports.

2. Analytical Reports

This report type contains a mix of useful information to facilitate the decision-making process through a mix of qualitative and quantitative insights as well as real-time and historical insights. Unlike informational reports that purely inform users about a topic, this report type also aims to provide recommendations about the next steps and help with problem-solving. With this information in hand, businesses can build strategies based on analytical evidence and not simple intuition. With the use of the right BI reporting tool, businesses can generate various types of analytical reports that include accurate forecasts via predictive analytics technologies. Let’s look at it with an analytical report example.

The example above is the perfect representation of how analytical reports can boost a business’s performance. By getting detailed information such as sales opportunities, a probability rate, as well as an accurate pipeline value forecast based on historical data, sales teams can prepare their strategies in advance, tackle any inefficiencies, and make informed decisions for increased efficiency.

3. Operational Reports

These reports track every pertinent detail of the company’s operational tasks, such as its production processes. They are typically short-term reports as they aim to paint a picture of the present. Businesses use this type of report to spot any issues and define their solutions or to identify improvement opportunities to optimize their operational efficiency. Operational reports are commonly used in manufacturing, logistics, and retail as they help keep track of inventory, production, and costs, among others.

4. Industry Reports

Next in our list of the most common kinds of reports, we have industry-specific reports. As its name suggests, these types of reports are used in specific industries and provide valuable information about KPIs and goals that are unique to that industry. For instance, construction reports are invaluable tools to track project progress and extract valuable conclusions to optimize processes.

The example below is a report for a construction company that has multiple active projects. The template offers a complete overview of performance with KPIs related to contract value, budget, and profit margins, among other things. That said, the most valuable part of this report is the detailed overview of finishing projects and projects in execution, where we see that industry-specific KPIs like the SPI and CPI are tracked for each project with color to understand the status at a glance. Templates like this one play a fundamental role in efficient project management in construction as they offer the necessary overview to make smart decisions with fresh data. 

5. Product Reports

As its name suggests, this report type is used to monitor several aspects related to product development. Businesses often use them to track which of their products or subscriptions are selling the most within a given time period, calculate inventories, or see what kind of product the client values the most. Another common use case of these reports is to research the implementation of new products or develop existing ones. Let’s see it in more detail with a visual example.

The image above is a product report that shows valuable insights regarding usage intention, purchase intention, willingness to pay, and more. In this case, the report is based on the answers from a survey that aimed to understand how the target customer would receive a new product. Getting this level of insight through this report type is very useful for businesses as it allows them to make smart investments in new products and set realistic pricing based on their clients’ willingness to pay.

6. Department Reports

These reports are specific to each department or business function. They serve as a communication tool between managers and team members who must stay connected and work together for common goals. Whether it is the sales department, customer service, logistics, or finances, this specific report type helps track and optimize strategies on a deeper level. Let’s look at it with an example of a team performance report.

The image above is a department report created with an online data analysis tool, and it tracks the performance of a support team. This insightful report displays relevant metrics such as the top-performing agents, net promoter score, and first contact resolution rate, among others. Having this information in hand not only helps each team member to keep track of their individual progress but also allows managers to understand who needs more training and who is performing at their best.

7. Progress Reports

From the branch of informational reports, progress reports provide critical information about a project’s status. Employees or managers can produce these reports daily, weekly, or monthly to track performance and fine-tune tasks for the project’s better development. Progress reports are often used as visual materials to support meetings and discussions. A good example is a KPI scorecard.

8. Internal Reports

A type of report that encompasses many others on this list, internal reports refer to any type of report that is used internally in a business. They convey information between team members and departments to keep communication flowing regarding goals and business objectives.

As mentioned above, internal reports are useful communication tools to keep every relevant person in the organization informed and engaged. This healthcare report aims to do just that. By providing insights into the performance of different departments and areas of a hospital, such as in and outpatients, average waiting times, treatment costs, and more, healthcare managers can allocate resources and plan the schedule accurately, as well as monitor any changes or issues in real-time.

9. External Reports

Although most of the report types listed here are used for internal purposes, not all reporting is meant to be used behind closed doors. External reports are created to share information with external stakeholders such as clients or investors for budget or progress accountability, as well as for governmental bodies to stay compliant with the law requirements.

The image above is the perfect example of an external client report from an IT project. This insightful report provides a visual overview of every relevant aspect of the project’s development. From deadlines, budget usage, completion stage, and task breakdown, clients can be fully informed and involved in the project.

10. Vertical & Lateral Reports

Next, in our rundown of types of reports, we have vertical and lateral reports. This reporting type refers to the direction in which a report travels. A vertical report is meant to go upward or downward the hierarchy, for example, a management report. A lateral report assists in organization and communication between groups that are at the same level of the hierarchy, such as the financial and marketing departments.

11. Research Reports

Without a doubt, one of the most vital reporting types for any modern business is centered on research. Being able to collect, collate, and drill down into insights based on key pockets of your customer base or industry will give you the tools to drive innovation while meeting your audience’s needs head-on.

The image above is a market research analytics report example for customer demographics. It serves up a balanced blend of metrics that will empower you to boost engagement as well as retention rates. Here, you can drill down into your audience’s behaviors, interests, gender, educational levels, and tech adoption life cycles with a simple glance.

What’s particularly striking about this dashboard is the fact that you can explore key trends in brand innovation with ease, gaining a working insight into how your audience perceives your business. This invaluable type of report will help you get under the skin of your consumers, driving growth and loyalty in the process.

12. Strategic Reports

Strategy is a vital component of every business, big or small. Strategic analytics tools are perhaps the broadest and most universal of all the different types of business reports imaginable.

These particular tools exist to help you consistently understand, meet, and exceed your most pressing organizational goals by providing top-level metrics on various initiatives or functions.

By working with strategic-style tools, you will:

• Improve internal motivation and engagement
• Refine your plans and strategies for the best possible return on investment (ROI)
• Enhance internal communication and optimize the way your various departments run
• Create more room for innovation and creative thinking

13. Project Reports

Projects are key to keeping a business moving in the right direction while keeping innovation and evolution at the forefront of every plan, communication, or campaign. But without the right management tools, a potentially groundbreaking project can become a resource-sapping disaster.

A project management report serves as a summary of a particular project’s status and its various components. It’s a visual tool that you can share with partners, colleagues, clients, and stakeholders to showcase your project’s progress at multiple stages. Let’s look at our example and dig a little deeper.

Our example above is a construction project management dashboard that offers a 360-degree view of a project’s development. This invaluable construction collaboration tool can help keep every relevant project stakeholder involved and informed about the latest developments to ensure maximum efficiency and transparency.

Work and budget development and cost breakdown charts can help develop efficient construction cost control strategies to ensure the project remains profitable and on schedule. On the other hand, progress metrics like the SPI and the CPI can help assess construction productivity issues that can lead to delays and costly overruns.

14. Statutory Reports

It may not seem exciting or glamorous, but keeping your business’s statutory affairs in order is vital to your ongoing commercial health and success.

When it comes to submitting vital financial and non-financial information to official bodies, one small error can result in serious repercussions. As such, working with statutory report formats is a watertight way of keeping track of your affairs and records while significantly reducing the risk of human error.

Armed with interactive insights and dynamic visuals, you will keep your records clean and compliant while gaining the ability to nip any potential errors or issues in the bud.

Now that we’ve covered the most relevant types of reports, we will answer the question: what does a report look like?

As mentioned at the beginning of this insightful guide, static reporting is a thing of the past. With the rise of modern technologies like self-service BI tools, the use of interactive reports in the shape of business dashboards has become more and more popular among companies.

Unlike static reports that take time to be generated and are difficult to understand, modern reporting tools are intuitive. Their visual nature makes them easy to understand for any type of user, and they provide businesses with a central view of their most important performance indicators for an improved decision-making process. Here, we will cover 20 useful dashboard examples from different industries, functions, and platforms to put the value of dashboard reporting into perspective.

1. Financial Report

Keeping finances in check is critical for success. This financial report offers an overview of the most important financial metrics that a business needs to monitor its economic activities and answer vital questions to ensure healthy finances.

With insights about liquidity, invoicing, budgeting, and general financial stability, managers can extract long and short-term conclusions to reduce inefficiencies, make accurate forecasts about future performance, and keep the overall financial efficiency of the business flowing. For instance, getting a detailed calculation of the business’s working capital can allow you to understand how liquid your company is. If it’s higher than expected, it means you have the potential to invest and grow—definitely one of the most valuable types of finance reports.

2. Construction Report

Our next example is a construction report offering the perfect overview for efficient construction bid management . In this case, the template is tracked for an enterprise that has multiple projects working simultaneously and needs a general view of how everything is performing to ensure maximum efficiency.

The key metric highlighted in this report is the net bid value, which shows the value of all submitted bids, including canceled ones. As seen in the net bid value by status chart, only a small amount is accounted for canceled bids, which means this organization’s construction bidding process is efficient. The rest of the charts displayed in the template help provide a deeper understanding of bids to make informed decisions.

Another valuable aspect of this construction report is its interactivity. The filters on top allow the user to visualize only data for a specific category, project classification, or bid status, making it possible to answer any questions that arise during meetings or discussions. This was not possible in the past as the construction industry relied heavily on static reporting. Luckily, with the rise of digital construction tools, like interactive real-time reporting, they no longer need to rely solely on intuition or outdated information. Instead, they have fresh insights at all times.

3. Marketing Report

Our following example is a marketing report that ensures a healthy return on investment from your marketing efforts. This type of report offers a detailed overview of campaign performance over the last 12 weeks. Having access to this information enables you to maximize the value of your promotional actions, keeping your audience engaged by providing a targeted experience.

For instance, you can implement different campaign formats as a test and then compare which one is most successful for your business. This is possible thanks to the monitoring of important marketing metrics such as the click-through rate (CTR), cost per click (CPC), cost per acquisition (CPA), and more.

The visual nature of this report makes it easy to understand important insights at a glance. For instance, the four gauge charts at the top show the total spending from all campaigns and how much of the total budget of each campaign has been used. In just seconds, you can see if you are on target to meet your marketing budgets for every single campaign.

4. Sales Report

An intuitive sales dashboard like the one above is the perfect analytical tool to monitor and optimize sales performance. Armed with powerful high-level metrics, this report type is especially interesting for managers, executives, and sales VPs as it provides relevant data to ensure strategic and operational success.

The value of this sales report lies in the fact that it offers a complete and comprehensive overview of relevant insights needed to make smart sales decisions. For instance, at the top of an analysis tool, you get important metrics such as the number of sales, revenue, profit, and costs, all compared to a set target and to the previous time period. The use of historical data is fundamental when building successful sales strategies as they provide a picture of what could happen in the future. Being able to filter the key metrics all in one screen is a key benefit of modern reporting.

5. HR Report

Our next report example concerns human resources analytics. The HR department needs to track various KPIs for employee performance and effectiveness. However, it must also ensure that employees are happy and working in a healthy environment since an unhappy workforce can significantly damage an organization. This intuitive dashboard makes this possible.

Providing a comprehensive mix of metrics, this employee-centric report drills down into every major element needed to ensure successful workforce management. For example, the top portion of the dashboard covers absenteeism in 3 different ways: yearly average, absenteeism rate with a target of 3.8%, and absenteeism over the last five years. Tracking absenteeism rates in detail is helpful as it can tell you if your employees are skipping workdays. If the rate is over the expected target, then you have to dig deeper into the reasons and find sustainable solutions.

On the other hand, the second part of the dashboard covers the overall labor effectiveness (OLE). This can be tracked based on specific criteria that HR predefined, and it helps them understand if workers are achieving their targets or if they need extra training or help.

6. Management Report

Managers must monitor big amounts of data to ensure that the business is running smoothly. One of them being investor relationships. This management dashboard focuses on high-level metrics that shareholders need to look at before investing, such as the return on assets, return on equity, debt-equity ratio, and share price, among others.

By getting an overview of these important metrics, investors can easily extract the needed insights to make an informed decision regarding an investment in your business. For instance, the return on assets measures how efficiently are the company’s assets being used to generate profit. With this knowledge, investors can understand how effectively your company deploys available resources compared to others in the market. Another great indicator is the share price; the higher the increase in your share price, the more money your shareholders are making from their investment.

7. IT Report

Just like all the other departments and sections covered in this list, the IT department is one that can especially benefit from these types of reports. With so many technical issues to solve, the need for a visual tool to help IT specialists stay on track with their workload becomes critical.

As seen in the image above, this IT dashboard offers detailed information about different system indicators. For starters, we get a visual overview of the status of each server, followed by a detailed graph displaying the uptime & downtime of each week. This is complemented by the most common downtown issues and some ticket management information. Getting this level of insight helps your IT staff to know what is happening and when it is happening and find proper solutions to prevent these issues from repeating themselves. Keeping constant track of these metrics will ensure robust system performance.

8. Procurement Report

The following report example was built with intuitive procurement analytics software. It gives a general view of various metrics that any procurement department needs to manage suppliers efficiently.

With the possibility to filter, drill down, and interact with KPIs, this intuitive procurement dashboard offers key information to ensure a healthy supplier relationship. With metrics such as compliance rate, the number of suppliers, or the purchase order cycle time, the procurement team can classify the different suppliers, define the relationship each of them has with the company and optimize processes to ensure it stays profitable.

One of the industries that could truly benefit from this template is construction. Managing procurement in construction projects is not easy, as suppliers must be picked carefully to ensure they meet the project’s needs. An overview like this one can help assess the abilities of each supplier to choose the ones that best meet the requirements. In construction, supplier selection is more than just about pricing, it also involves availability, certifications, quality, etc.

9. Customer Service Report

Following our list of examples of reports is one from the support area. Armed with powerful customer service KPIs, this dashboard is a useful tool for monitoring performance, spotting trends, identifying strengths and weaknesses, and improving the overall effectiveness of the customer support department.

Covering aspects such as revenue and costs from customer support as well as customer satisfaction, this complete analysis tool is the perfect tool for managers who have to keep an eye on every little detail from a performance and operational perspective. For example, by monitoring your customer service costs and comparing them to the revenue, you can understand if you are investing the right amount into your support processes. This can be directly related to your agent’s average time to solve issues; the longer it takes to solve a support ticket, the more money it will cost and the less revenue it will bring. If your agents take too long to solve an issue, you can think of some training instances to help them reduce this number.

10. Market Research Report

This list of report types would not be complete without a market research report. Market research agencies deal with a large amount of information coming from surveys and other research sources. Considering that, reports that can be filtered for deeper interaction become more necessary for this industry than for any other.

The image above is a brand analytics dashboard that displays the survey results about how the public perceives a brand. This savvy tool contains different charts that make it easy to understand the information visually. For instance, the map chart with the different colors lets you quickly understand in which regions each age range is located. The charts can be filtered further to see the detailed answers from each group for a deeper analysis.

11. Social Media Report

Last but not least, we have a social media report. This scorecard-format dashboard monitors the performance of four main social media channels: Facebook, Twitter, Instagram, and YouTube. It serves as a perfect visual overview to track the performance of different social media efforts and achievements.

Tracking relevant metrics such as followers, impressions, clicks, engagement rates, and conversions, this report type serves as a perfect progress report for managers or clients who need to see the status of their social channels. Each metric is shown in its actual value and compared to a set target. The colors green and red from the fourth column let you quickly understand if a metric is over or under its expected target.

12. Logistics Report

Logistics are the cornerstone of an operationally fluent and progressive business. If you deal with large quantities of goods and tangible items, in particular, maintaining a solid logistical strategy is vital to ensuring you maintain your brand reputation while keeping things flowing in the right direction.

A prime example designed to improve logistical management, our warehouse KPI dashboard is equipped with metrics required to maintain strategic movement while eliminating any unnecessary costs or redundant processes. Here, you can dig into your shipping success rates across regions while accessing warehouse costs and perfect order rates in real-time. If you spot any potential inefficiencies, you can track them here and take the correct course of action to refine your strategy. This is an essential tool for any business with a busy or scaling warehouse.

13. Manufacturing Report

Next, in our essential types of business reports examples, we’re looking at tools made to improve your business’s various manufacturing processes.

Our clean and concise production tool is a sight to behold and serves up key manufacturing KPIs that improve the decision-making process regarding costs, volume, and machinery.

Here, you can hone in on historical patterns and trends while connecting with priceless real-time insights that will not only enable you to make the right calls concerning your manufacturing process at the moment but will also allow you to formulate predictive strategies that will ultimately save money, boost productivity, and result in top-quality products across the board.

14. Retail Report

As a retailer with so many channels to consider and so many important choices to make, working with the right metrics and visuals is absolutely essential. Fortunately, we live in an age where there are different types of reporting designed for this very reason.

Our sales and order example, generated with retail analytics software, is a dream come true for retailers as it offers the visual insights needed to understand your product range in greater detail while keeping a firm grip on your order volumes, perfect order rates, and reasons for returns.

Gaining access to these invaluable insights in one visually presentable space will allow you to track increases or decreases in orders over a set timeframe (and understand whether you’re doing the right things to drive engagement) while plowing your promotional resources into the products that are likely to offer the best returns.

Plus, by gaining an accurate overview of why people are returning your products, you can omit problem items or processes from your retail strategy, improving your brand reputation as well as revenue in the process.

15. Digital Media Report

The content and communications you publish are critical to your ongoing success, regardless of your sector, niche, or specialty. Without putting out communications that speak directly to the right segments of your audience at the right times in their journey, your brand will swiftly fade into the background.

To ensure your brand remains inspiring, engaging, and thought-leading across channels, working with media types of a business report is essential. You must ensure your communications cut through the noise and scream ‘quality’ from start to finish—no ifs, no buts, no exceptions.

Our content quality control tool is designed with a logical hierarchy that will tell you if your content sparks readership, if the language you’re using is inclusive and conversational, and how much engagement-specific communications earn. You can also check your most engaging articles with a quick glance to understand what your users value most. Armed with this information, you can keep creating content that your audience loves and ultimately drives true value to the business.

16. Energy Report

In the age of sustainability and in the face of international fuel hikes, managing the energy your business uses effectively is paramount. Here, there is little room for excess or error, and as such, working with the right metrics is the only way to ensure successful energy regulation.

If your company has a big HQ or multiple sites that require power, our energy management analytics tool will help you take the stress out of managing your resources. One of the most striking features of this dashboard is the fact that it empowers you to compare your company’s energy usage against those from other sectors and set an accurate benchmark.

Here, you can also get a digestible breakdown of your various production costs regarding energy consumption and the main sources you use to keep your organization running. Regularly consulting these metrics will not only allow you to save colossal chunks of your budget, but it will also give you the intelligence to become more sustainable as an organization. This, in turn, is good for the planet and your brand reputation—a real win-win-win.

17. FMCG Report

The fast-moving consuming goods (FMCG) industry can highly benefit from a powerful report containing real-time insights. This is because the products handled in this sector, which are often food and beverages, don’t last very long. Therefore, having a live overview of all the latest developments can aid decision-makers in optimizing the supply chain to ensure everything runs smoothly and no major issues happen.

Our report format example above aims to do just that by providing an overview of critical performance indicators, such as the percentage of products sold within freshness date, the out-of-stock rate, on-time in full deliveries, inventory turnover, and more. What makes this template so valuable is the fact that it provides a range of periods to get a more recent view of events but also a longer yearly view to extract deeper insights.

The FMCG dashboard also offers an overview of the main KPIs to aid users in understanding if they are on the right track to meet their goals. There, we can observe that the OTIF is far from its target of 90%. Therefore, it should be looked at in more detail to optimize it and prevent it from affecting the entire supply chain.

18. Google Analytics Report

Regardless of your industry, if you have a website, you probably require a Google Analytics report. This powerful tool helps you understand how your audience interacts with your website while helping you reach more people through the Google search engine. The issue is that the reports the tool provides are more or less basic and don’t give you the dynamic and agile view you need to stay on top of your data and competitors.

For that reason, we generated a range of Google Analytics dashboards that take your experience one step further by allowing you to explore your most important KPIs in real-time. That way, you’ll be able to spot any potential issues or opportunities to improve as soon as they occur, allowing you to act on them on the spot.

Among some of the most valuable metrics you can find in this sample are the sessions and their daily, weekly, and monthly development, the average session duration, the bounce rate by channel and by top 5 countries, among others.

19. LinkedIn Report

Another very important platform that companies use, no matter their size or industry, is LinkedIn. This platform is the place where companies develop and showcase their corporate image, network with other companies, and tell their clients and audience about the different initiatives they are developing to grow and be better. Some organizations also use LinkedIn to showcase their charity or sustainability initiatives.

The truth is LinkedIn has become an increasingly relevant platform, and just like we discussed with YouTube, organizations need to analyze data to ensure their strategies are on the right path to success.

The template above offers a 360-degree view of a company page’s performance. With metrics such as the followers gained, engagement rate, impressions vs unique impressions, CTR, and more. Decision-makers can dive deeper into the performance of their content and understand what their audience enjoys the most. For instance, by looking at the CTR of the last 5 company updates, you can start to get a sense of what topics and content format your audience on the platforms interact with the most. That way, you’ll avoid wasting time and resources producing content without interaction.

20. Healthcare Report

Moving on from platform-related examples, we have one last monthly report template from a very relevant sector, the healthcare industry. For decades now, hospitals and healthcare professionals have benefited from data to develop new treatments and analyze unknown diseases. But data can also help to ensure daily patient care is of top quality.

Our sample above is a healthcare dashboard report that tracks patient satisfaction stats for a clinic named Saint Martins Clinic. The template provides insights into various aspects of patient care that can affect their satisfaction levels to help spot any weak areas.

Just by looking at the report in a bit more detail, we can already see that the average waiting time for arrival at a bed and time to see a doctor are on the higher side. This is something that needs to be looked into immediately, as waiting times are the most important success factors for patients. Additionally, we can see those lab test turnarounds are also above target. This is another aspect that should be optimized to prevent satisfaction levels from going down.

As you learned from our extensive list of examples, different reports are widely used across industries and sectors. Now, you might wonder, how do I get my hands on one of these reports? The answer is a professional online reporting tool. With the right software in hand, you can generate stunning reports to extract the maximum potential out of your data and boost business growth in the process.

But, with so many options in the market, how do make sure you choose the best tool for your needs? Below we cover some of the most relevant features and capabilities you should look for to make the most out of the process.

1. Pre-made reporting templates

To ensure successful operations, a business will most likely need to use many reports for its internal and external strategies. Manually generating these reports can become a time-consuming task that burdens the business. That is why professional reporting software should offer pre-made reporting templates. At RIB, we offer an extensive template library for the construction industry that allows users to generate reports in a matter of seconds—allowing them to use their time on actually analyzing the information and extracting powerful insights from it.

2. Multiple visualization options

If you look for report templates on Google, you might run into multiple posts about written ones. This is not a surprise, as written reports have been the norm for decades. That being said, a modern approach to reporting has developed in the past years where visuals have taken over text. The value of visuals lies in the fact that they make the information easier to understand, especially for users who have no technical knowledge. But most importantly, they make the information easier to explore by telling a compelling story. For that reason, the tool you choose to invest in should provide you with multiple visualization options to have the flexibility to tell your data story in the most successful way possible.

3. Customization

While pre-made templates are fundamental to generating agile reports, being able to customize them to meet your needs is also of utmost importance. At RIB Software, we offer our users the possibility to customize their construction reports to fit their most important KPIs, as well as their logo, business colors, and font. This is an especially valuable feature for external reports that must be shown to clients or other relevant stakeholders, giving your reports a more professional look. Customization can also help from an internal perspective to provide employees who are uncomfortable with data with a familiar environment to work in.

4. Real-time insights

In the fast-paced world we live in today, having static reports is not enough. Businesses need to have real-time access to the latest developments in their data to spot any issues or opportunities as soon as they occur and act on them to ensure their resources are spent smartly and their strategies are running as expected. Doing so will allow for agile and efficient decision-making, giving the company a huge competitive advantage.

5. Sharing capabilities

Communication and collaboration are the basis of a successful reporting process. Today, team members and departments need to be connected to ensure everyone is on the right path to achieve general company goals. That is why the tool you invest in should offer flexible sharing capabilities to ensure every user can access the reports. For instance, we offer our users the possibility to share reports through automated emails or password-protected URLs with viewing or editing rights depending on what data the specific user can see and manipulate. A great way to keep everyone connected and boost collaboration.

As we’ve seen throughout our journey, businesses use different report formats for diverse purposes in their everyday activities. Whether you’re talking about types of reports in research, types of reports in management, or anything in between, these dynamic tools will get you where you need to be (and beyond).

In this post, we covered the top 14 most common ones and explored key examples of how different report types are changing the way businesses are leveraging their most critical insights for internal efficiency and, ultimately, external success.

With modern tools and solutions, reporting doesn’t have to be a tedious task. Anyone in your organization can rely on data for their decision-making process without needing technical skills. Rather, you want to keep your team connected or show progress to investors or clients. There is a report type for the job. To keep your mind fresh, here are the top 14 types of data reports covered in this post:

• Informational reports
• Analytical reports
• Operational reports
• Product reports
• Industry reports
• Department reports
• Progress reports
• Internal reports
• External reports
• Vertical and lateral reports
• Strategic reports
• Research reports
• Project reports
• Statutory reports

At RIB Software , we provide multiple solutions to make construction companies’ lives easier. Our construction data analytics software, RIB BI+, offers powerful business intelligence and reporting capabilities to help businesses in the building sector manage their data and make data-driven decisions to boost the quality of their projects. If you are ready to benefit from automated, interactive analytics, get a demo of RIB BI+ today!

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The Middle Path to Innovation

• Regina E. Herzlinger,
• Duke Rohlen,

Too many companies are failing to innovate. One reason, say the authors, is the polarized approach companies take to innovation. At one end of the spectrum, corporate R&D efforts tend to focus on product refreshes and incremental line upgrades that generate modest growth for lower risk. At the other end, venture capitalists favor high-risk “transformational” innovations that seek to upend industries and generate outsize returns. But there’s a better, middle, way.

This article presents the growth driver model, a framework that partners corporations with outside investors to identify and develop innovation opportunities, drawing on corporate resources and talent and externally recruited entrepreneurs. The authors illustrate the model with a detailed case study of how it revived innovation at Cordis, a large medical technology device maker.

Forget disruption and incrementalism. Here’s how to develop high-growth products in slow-growth companies.

Idea in Brief

The problem.

All too many companies, large and small, are failing to innovate. As a result, problems remain unsolved, technologies aren’t invented, and jobs go uncreated. Lost productivity cost the U.S. economy more than $10 trillion between 2006 and 2018.

Companies take a polarized approach to innovation. Corporate R&D efforts focus on safe product refreshes and incremental line upgrades; venture capitalists favor funding high-risk, high-return and often disruptive innovations, anticipating that returns from the few successes will compensate for the investments in failures.

The Solution

Exploit the space in the middle through a growth driver model that partners corporations with outside investors to identify and develop innovation opportunities, drawing on corporate resources and talent and externally recruited entrepreneurs.

An innovation crisis is brewing in the United States: Too many firms, both large and small, are failing to innovate. As a result, problems remain unsolved, technologies are never invented, and meaningful jobs go uncreated. According to one estimate, lost productivity cost the economy more than $10 trillion between 2006 and 2018, roughly equivalent to $95,000 per U.S. worker.

• RH Regina E. Herzlinger is the Nancy R. McPherson Professor of Business Administration at Harvard Business School and the author of multiple books, including  Market-Driven Health Care (Perseus, 1997).
• DR Duke Rohlen is the founder, chairman, and CEO of Ajax Health.
• BC Ben Creo is an executive fellow at Harvard Business School.
• WK Will Kynes is the chief of staff at Ajax Health.

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