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Business Analysis Case Study: Unlocking Growth Potential for a Company 

Have you ever wondered what are the necessary steps for conducting a Business Analyst Case Study? This blog will take you through the steps for conducting it.

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Table of Contents  

1) An overview of the Business Analysis Case Study 

2) Step 1: Understanding the company and its objectives 

3) Step 2: Gathering relevant data 

4) Step 3: Conducting SWOT analysis 

5) Step 4: Identifying key issues and prioritising 

6) Step 5: Analysing the root causes 

7) Step 6: Proposing solutions and developing an action plan 

8) Step 7: Monitoring and evaluation 

9) Conclusion 

An overview of the Business Analysis Case Study  

To kickstart our analysis, we will gain a deep understanding of the company's background, industry, and specific objectives. By examining the hypothetical company's objectives and aligning our analysis with its goals, we can lay the groundwork for a focused and targeted approach. This Business Analysis Case Study will demonstrate how the analysis process is pivotal in driving growth and overcoming obstacles that hinder success. 

Moving forward, we will navigate through various steps involved in the case study, including gathering relevant data, conducting a SWOT analysis, identifying key issues, analysing root causes, proposing solutions, and developing an action plan. By following this step-by-step approach, we can address the core challenges and devise actionable strategies that align with the company's objectives. 

The primary focus of this Business Analysis Case Study is to highlight the significance of Business Analysis in identifying key issues, evaluating potential growth opportunities, and developing effective solutions. Through a comprehensive examination of the hypothetical company's strengths, weaknesses, opportunities, and threats, we will gain valuable insights that drive informed decision-making. 

By the end of this Business Analysis Case Study, we aim to provide a holistic view of the analysis process, its benefits, and the transformative impact it can have on unlocking growth potential. Through real-world examples and practical solutions, we will showcase the power of Business Analysis in driving success and propelling companies towards achieving their goals. So, let's dive into the fascinating journey of this Business Analysis Case Study and explore the path to unlocking growth potential for our hypothetical company. 

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Step 1: Understanding the company and its objectives  

In this initial step, we need to gain a thorough understanding of the hypothetical company's background, industry, and specific objectives. Our hypothetical company, TechSolutions Ltd., is a software development firm aiming to expand its customer base and increase revenue by 20% within the next year. 

TechSolutions Ltd. operates in the dynamic software solutions market, catering to various industries such as finance, healthcare, and manufacturing. The company's primary objective is to leverage its technical expertise and establish itself as a leading provider of innovative software solutions. This objective sets the foundation for our analysis, enabling us to align our efforts with the company's goals. 

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Step 2: Gathering relevant data  

To conduct a comprehensive analysis, we need to gather relevant data pertaining to the company's operations, market trends, competitors, customer preferences, and financial performance. This data serves as a valuable resource to gain insights into the company's current position and identify growth opportunities. 

For our case study, TechSolutions Ltd. collects data on various aspects, including customer satisfaction levels, market penetration rates, and financial metrics such as revenue, costs, and profitability. Additionally, industry reports, market research, and competitor analysis provide insights into market trends, emerging technologies, and the competitive landscape. This data-driven approach ensures that our analysis is well-informed and grounded in reality. 

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Step 3: Conducting SWOT analysis  

A SWOT analysis is a powerful tool to assess the company's internal strengths and weaknesses, as well as external opportunities and threats. By conducting a thorough SWOT analysis, we can gain valuable insights into the company's strategic position and identify factors that impact its growth potential. 

Step 4: Identifying key issues and prioritising  

In the case of TechSolutions Ltd., the analysis reveals two primary issues: an outdated technology infrastructure and limited marketing efforts. These issues are prioritised as they directly impact the company's ability to meet its growth objectives. By addressing these key issues, TechSolutions Ltd. can position itself for sustainable growth. 

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Step 5: Analysing the root causes  

To develop effective solutions, we must analyse the root causes behind the identified issues. This involves a detailed examination of internal processes, conducting interviews with key stakeholders, and exploring market dynamics. By identifying the underlying factors contributing to the issues, we can tailor our solutions to address them at their core. 

In the case of TechSolutions Ltd., the analysis reveals that the outdated technology infrastructure is primarily due to budget constraints and a lack of awareness about the latest software solutions. Limited marketing efforts arise from a shortage of skilled personnel and inadequate allocation of resources. 

Understanding these root causes provides valuable insights for developing targeted and impactful solutions. 

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Step 6: Proposing solutions and developing an action plan  

For TechSolutions Ltd., the following solutions are proposed: 

a) Allocate a portion of the budget for technology upgrades and training: TechSolutions Ltd. should allocate a dedicated portion of its budget to upgrade its technology infrastructure and invest in training its employees on the latest software tools and technologies. This will ensure that the company remains competitive and can deliver cutting-edge solutions to its customers. 

b) Hire a dedicated marketing team and allocate resources for targeted campaigns: To overcome the limited marketing efforts, TechSolutions Ltd. should invest in building a skilled and dedicated marketing team. This team will focus on developing comprehensive marketing strategies, leveraging digital platforms, and conducting targeted campaigns to reach potential customers effectively. 

c) Strengthen partnerships with industry influencers: Collaborating with industry influencers can significantly enhance TechSolutions Ltd.'s brand visibility and credibility. By identifying key industry influencers and forming strategic partnerships, the company can tap into their existing networks and gain access to a wider customer base. 

d) Implement a customer feedback system: To enhance product quality and meet customer expectations, TechSolutions Ltd. should establish a robust customer feedback system. This system will enable the company to gather valuable insights, identify areas for improvement, and promptly address any customer concerns or suggestions. Regular feedback loops will foster customer loyalty and drive business growth. 

The proposed solutions are outlined in a detailed action plan, specifying the timeline, responsible individuals, and measurable milestones for each solution. Regular progress updates and performance evaluations ensure that the solutions are effectively implemented and deliver the desired outcomes. 

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Step 7: Monitoring and evaluation  

Conclusion  

In this detailed Business Analysis Case Study, we explored the challenges faced by a hypothetical company, TechSolutions Ltd., and proposed comprehensive solutions to unlock its growth potential. By following a systematic analysis process, which includes understanding the company's objectives, conducting a SWOT analysis, identifying key issues, analysing root causes, proposing solutions, and monitoring progress, businesses can effectively address their challenges and drive success. 

Business Analysis plays a vital role in identifying areas for improvement and implementing strategic initiatives. By leveraging data-driven insights and taking proactive measures, companies can navigate competitive landscapes, overcome obstacles, and achieve their growth objectives. With careful analysis and targeted solutions, TechSolutions Ltd. is poised to unlock its growth potential and establish itself as a leading software development firm in the industry. By implementing the proposed solutions and continuously monitoring their progress, the company will be well-positioned for long-term success and sustainable growth. 

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Frequently Asked Questions

To crack business case studies, it’s essential to understand the problem in depth and develop a structured approach to analyse the various components of the case. Practicing with a variety of case types and focusing on building a logical solution framework can significantly enhance your case-solving skills. 

When writing a case study analysis for a business, start by providing an introductory overview that sets the context and outlines the challenges faced. Then, provide details on the implemented solutions and their impact, followed by key results and recommendations for future actions. 

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The Knowledge Academy offers various Business Analysis Courses , including the BCS Foundation Certificate in Agile, BCS Certificate in Business Analysis Practice and BCS Practitioner Certificate in Requirements Engineering. These courses cater to different skill levels, providing comprehensive insights into Use Cases in Business Analysis .  

Our Business Analysis Blogs cover a range of topics related to Business Analysis, offering valuable resources, best practices, and industry insights. Whether you are a beginner or looking to advance your Business Analysis skills, The Knowledge Academy's diverse courses and informative blogs have got you covered. 

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15 Business Analytics Case Studies [2024]

In today’s data-driven world, the strategic application of business analytics stands as a cornerstone for enterprise success across various industries. From retail giants optimizing inventory through predictive algorithms to healthcare systems enhancing patient care with personalized treatments, the transformative power of business analytics is undeniable. This compilation of 15 business analytics case studies showcases how leading companies leverage data to drive decision-making, streamline operations, and deliver unprecedented value to customers. Each case study reveals unique insights into the practical challenges and innovative solutions that define cutting-edge business strategy, offering a window into the profound impact of data analytics in shaping global business landscapes.

Related: Business Analytics Vs. Data Analytics

Case Study 1: Walmart’s Inventory Management

Predictive Analytics for Inventory Efficiency

Walmart employs sophisticated predictive analytics to manage and optimize inventory across its extensive network of stores globally. This system uses historical sales data, weather predictions, and trending consumer behavior to forecast demand accurately. Walmart’s approach allows for dynamic adjustment of stock levels, ensuring that each store has just the right amount of inventory. This reduces the cost associated with excess inventory and minimizes instances of stockouts, thereby enhancing customer satisfaction.

Real-Time Data Integration for Strategic Decisions

The integration of real-time data from various sources, including point-of-sale systems, online transactions, and external market dynamics, enables Walmart to respond swiftly to changing market conditions. This commitment to security helps reduce risks and strengthens consumer confidence and trust in the brand, which is essential for retaining customers and ensuring satisfaction in the competitive financial services market. By leveraging this data, Walmart can launch targeted promotions and adjust pricing strategically to maximize sales and profitability, showcasing the power of real-time analytics in retail operations.

Case Study 2: UnitedHealth Group’s Predictive Analytics in Healthcare

Enhancing Patient Outcomes with Predictive Models

UnitedHealth Group utilizes predictive analytics to improve patient care within its network significantly. The healthcare provider can identify patients at risk of developing chronic diseases or those likely to experience rehospitalization by analyzing extensive datasets that include patient medical histories, treatment outcomes, and lifestyle choices. This proactive approach allows for early intervention through customized care plans, which enhances patient outcomes and optimizes resource allocation within the healthcare system.

Data-Driven Healthcare Management

UnitedHealth’s analytics capabilities extend to managing healthcare costs and improving service delivery. They can better manage staffing and resource needs by leveraging data to predict patient admission rates and peak times for different treatments. Furthermore, predictive analytics aids in developing new health services and programs that target the specific requirements of their patient population, leading to more efficient healthcare delivery and reduced operational costs. This strategic use of data ensures that patients receive the right care at the right time, enhancing overall patient satisfaction and loyalty.

Case Study 3: American Express Fraud Detection

Machine Learning for Advanced Fraud Prevention

American Express harnesses machine learning algorithms to enhance its fraud detection capabilities. By analyzing patterns in transaction data across millions of accounts, these algorithms can detect unusual behavior that may indicate fraud. Real-time processing of transactions allows American Express to quickly flag suspicious activities and prevent unauthorized transactions, protecting both the consumer and the institution from potential losses.

Building Consumer Trust Through Robust Security Measures

Advanced analytics helps American Express refine its customer verification processes and risk assessments. By continuously updating and training its models on new fraud tactics and scenarios, American Express stays ahead of fraudsters, ensuring robust security measures are in place. This robust emphasis on security reduces risks and enhances consumer confidence and trust in the organization, which is essential for maintaining client loyalty and satisfaction in the competitive financial services market.

Case Study 4: Zara’s Supply Chain Optimization

Responsive Supply Chain to Meet Fast Fashion Demands

Zara utilizes advanced analytics to create a highly responsive supply chain that keeps pace with the fast-changing fashion industry. Zara can quickly adjust production plans and inventory distribution by analyzing real-time sales data and customer feedback. This agility ensures that popular items are swiftly restocked and production of less popular items is curtailed, minimizing waste and maximizing profitability.

Streamlined Operations for Market Responsiveness

Zara’s analytics-driven approach extends to logistics and distribution strategies. Data analytics helps Zara optimize shipping routes and warehouse operations, reducing lead times from design to store shelves. This streamlined process meets consumer demand more efficiently and strengthens Zara’s position in the market by enabling rapid response to the latest fashion trends. This capability is a key differentiator in the competitive fast fashion market, where speed and responsiveness are critical to success.

Case Study 5: Netflix’s Recommendation Engine

Enhancing User Experience Through Personalized Recommendations

Netflix’s advanced machine learning algorithms are the powerhouse behind its highly acclaimed recommendation engine. This system delves deep into individual viewing histories, preferences, and interactive behaviors, such as pausing or rewinding, to customize content suggestions for each user. By tailoring viewing experiences to personal tastes, Netflix significantly enhances user engagement and satisfaction. This personalization makes it easier for subscribers to discover content that resonates with them, increasing their time on the platform and fostering a deeper connection to the Netflix brand.

Data-Driven Insights for Content Strategy

Beyond simply personalizing user experiences, Netflix employs a strategic content development and acquisition approach. Utilizing comprehensive data analytics, Netflix identifies trends and preferences in viewer behavior, such as popular genres or series, to inform its decisions on what new content to create or purchase. This systematic use of viewer data ensures that Netflix’s content library continuously evolves to match the preferences of its audience, maximizing viewer satisfaction and engagement. Moreover, this data-driven strategy enables Netflix to allocate its budget more effectively, investing in projects more likely to succeed and appeal to its user base, optimizing its return on investment.

Through these sophisticated analytics and machine learning applications, Netflix retains its position as a leader in the streaming industry. It sets the standard for media companies leveraging data to revolutionize user experience and drive business success.

Related: How to use Business Analytics to Improve Customer Retention?

Case Study 6: Coca-Cola’s Marketing Optimization

Leveraging Big Data for Targeted Marketing

Coca-Cola effectively utilizes big data analytics to refine its global marketing strategies. Coca-Cola gains deep insights into consumer behavior and preferences by analyzing diverse data sources, including social media interactions, point-of-sale transactions, and extensive market research. This valuable information enables the company to craft marketing campaigns tailored to various demographics and geographic regions. As a result, Coca-Cola enhances its advertisements’ relevance and appeal, significantly boosting its promotional activities’ effectiveness. This targeted approach increases consumer engagement and strengthens brand loyalty and market presence.

Optimizing Marketing Spend and ROI

Beyond enhancing customer engagement, Coca-Cola applies analytics to optimize its marketing expenditures. By meticulously analyzing the performance of different marketing channels and campaigns, Coca-Cola identifies which initiatives yield the highest return on investment. This strategic use of analytics allows the company to allocate its budget more effectively, concentrating resources on the most profitable activities. This efficiency not only reduces wasted expenditure but also maximizes the impact of each marketing dollar. Consequently, Coca-Cola maintains its competitive edge in the fiercely contested beverage industry, continually adapting to changing market dynamics and consumer trends.

Through these strategic big data applications, Coca-Cola sustains and amplifies its leadership in the global beverage market. The company’s adept use of analytics to drive marketing decisions exemplifies how traditional businesses can leverage modern technology to stay ahead in an evolving industry landscape, ensuring continued growth and success.

Case Study 7: Barclays’ Risk Management

Advanced Analytics for Credit Risk Assessment

Barclays uses predictive analytics to enhance its risk management practices, particularly in assessing credit and loan applications. By analyzing a comprehensive set of data, including applicants’ financial histories, transaction behaviors, and economic trends, Barclays can accurately predict the risk associated with each loan. This reduces the likelihood of defaults, protecting the bank’s assets and financial health.

Strategic Decision-Making to Minimize Financial Risks

The insights gained from analytics also aid Barclays in making strategic decisions about product offerings and market expansions. By understanding risk profiles across different demographics and regions, Barclays can tailor its financial products to meet the needs of its customers while managing risk effectively. This careful balance of risk and opportunity is crucial for sustainable growth in the competitive banking sector.

Case Study 8: Starbucks’ Strategic Use of Data for Expansion and Localization

Data-Driven Site Selection for Maximum Market Penetration

Starbucks uses advanced geographic information systems (GIS) and analytics to strategically pinpoint the optimal locations for new stores. By evaluating extensive demographic data, performance metrics of existing stores, and competitive landscapes, Starbucks is able to identify sites with the maximum success potential. This systematic approach helps maintain dense market coverage and ensures customer convenience, vital for driving consistent growth. The precision in site selection allows Starbucks to expand its global footprint strategically, optimizing market penetration and maximizing investment returns.

Enhancing Local Market Strategies Through Analytics

Beyond the strategic site selection, Starbucks extensively uses data analytics to tailor each store to its local context. This involves adapting store layouts, product offerings, and marketing strategies to match local consumer preferences and cultural nuances. By deeply analyzing customer behavior data and feedback within specific locales, Starbucks fine-tunes its offerings to resonate more strongly with local tastes and preferences. This localization strategy not only improves the customer experience but also increases customer loyalty and enhances the strength of the Starbucks brand in diverse markets.

These strategic data analytics applications underscore Starbucks’ ability to consistently align its business practices with customer expectations across various regions. By leveraging data-driven insights for macro decisions on new store locations and micro-level adjustments to store-specific offerings, Starbucks ensures its brand remains relevant and preferred worldwide. This comprehensive approach to using data solidifies Starbucks’ position as a leader in the global coffeehouse market, renowned for its forward-thinking and customer-centric business model.

Case Study 9: Nike’s Supply Chain Management

Dynamic Supply Chain Optimization Using Predictive Analytics

Nike employs advanced analytics to manage its global supply chain, ensuring efficient operation and timely delivery of products. Nike’s predictive models optimize manufacturing workflows and inventory distribution by analyzing data from production, distribution, and retail channels. This agile approach enables Nike to quickly adapt to shifting market demands and trends, ensuring that popular products are readily accessible while keeping surplus inventory to a minimum.

Sustainability Integration in Operations

Nike also leverages analytics to enhance the sustainability of its operations. Using data to monitor and optimize energy use, waste production, and material sourcing, Nike aims to reduce its environmental footprint while maintaining production efficiency. This focus on sustainable supply chain practices helps Nike meet its corporate responsibility goals and appeals to increasingly eco-conscious consumers.

Case Study 10: Google’s Data-Driven Decision Making

Harnessing Big Data for Strategic Insights

Google expertly leverages big data to inform its decision-making across its vast services. By analyzing extensive data collected from user interactions, market trends, and technological developments, Google identifies key opportunities for innovation and enhancements. This robust data analysis supports Google’s ability to maintain a leadership position in the tech industry, continually evolving its products to meet the dynamic needs of users globally. Insights derived from big data guide the development of cutting-edge technologies and refine existing services, ensuring Google sustains a competitive advantage.

Enhancing User Experience Through Personalization

Google utilizes advanced analytics to personalize the user experience across all its platforms comprehensively. By understanding detailed user preferences, behaviors, and engagement patterns, Google tailors its services to improve relevance and usability. This dedication to personalization is showcased in customized search results, targeted advertising, and tailored app recommendations to boost user satisfaction and engagement. Based on deep data insights, these adjustments ensure that Google’s services are intuitive and responsive, integral to users’ daily digital interactions.

Optimizing Marketing and Operations with Predictive Analytics 

Beyond product refinement, Google applies its data-driven approach to optimize marketing strategies and operational efficiencies. Using predictive analytics, Google forecasts future trends and user behaviors, enabling proactive responses to market demands. This strategic foresight enhances overall user experiences and drives operational efficiency, minimizing waste and maximizing the effectiveness of its initiatives. By consistently integrating data-driven insights into its operations, Google meets current market needs and shapes future trends, reinforcing its dominance in the global technology landscape. This strategic use of big data is crucial to Google’s enduring success and expansive influence in the digital world.

Related: Implementing Business Analytics in Healthcare

Case Study 11: Siemens’ Energy Efficiency Improvements

AI-Driven Optimization in Industrial Operations

Siemens utilizes advanced analytics and machine learning to enhance energy efficiency across its industrial operations. By embedding sensors and IoT devices in its equipment and machinery, Siemens gathers real-time data on energy usage, operational efficiency, and maintenance needs. This data is easily analyzed utilizing AI algorithms to predict optimal operating conditions that minimize energy consumption without compromising productivity. Siemens’ approach reduces energy costs and significantly lowers the environmental impact of industrial activities.

Strategic Sustainability and Cost Reduction

The insights provided by data analytics enable Siemens to make informed decisions about management of energy and process optimization. This includes scheduling equipment operation during off-peak energy hours and implementing predictive maintenance to prevent costly breakdowns. Siemens’ commitment to sustainability is reinforced by its use of analytics to support the transition to greener energy sources in its operations. This strategic focus on energy efficiency and sustainability helps Siemens reduce operational costs and enhances its reputation as a leader in industrial sustainability. Through these innovations, Siemens demonstrates business analytics’ powerful role in achieving economic and environmental objectives in the manufacturing sector.

Case Study 12: Adobe’s Customer Experience Enhancement

Real-Time Personalization with Adobe Experience Cloud

Adobe leverages its own Adobe Experience Cloud to provide personalized digital experiences at scale. Adobe uses machine learning and artificial intelligence to analyze user behavior data across various touchpoints to deliver real-time content and product recommendations. This approach enables Adobe to tailor marketing messages and digital experiences dynamically to individual preferences, significantly improving user engagement and conversion rates.

Enhanced Decision-Making with Analytics

Beyond personalization, Adobe uses advanced analytics to gain insights into customer journey patterns, identifying which strategies effectively convert prospects into loyal customers. By continuously analyzing the performance of different content types, marketing channels, and user interactions, Adobe refines its customer acquisition and retention strategies. This data-driven approach maximizes ROI in marketing campaigns and enhances customer satisfaction by ensuring users receive the most relevant and engaging content. Adobe’s strategic use of analytics exemplifies how companies can utilize business intelligence to innovate user experience and sustain competitive benefit in the digital economy.

Case Study 13: Toyota’s Predictive Maintenance and Quality Control

Enhancing Manufacturing Precision with IoT and AI

Toyota integrates Internet of Things (IoT) technology and artificial intelligence within its manufacturing processes to enhance vehicle quality and operational reliability. Toyota collects vast data on machine performance and component quality by deploying sensors in its production lines. This data is analyzed in real time using AI algorithms, allowing for immediate adjustments in manufacturing processes to ensure optimal quality control and efficiency.

Predictive Maintenance to Minimize Downtime

Using predictive analytics, Toyota can foresee potential issues in machinery before they lead to breakdowns, significantly reducing unplanned downtime. This proactive approach saves costs associated with repairs and enhances productivity by keeping the production line running smoothly. Moreover, the data-driven insights help Toyota continuously improve its manufacturing techniques and product quality, maintaining its reliability and customer satisfaction reputation. Toyota’s use of advanced analytics demonstrates a commitment to leveraging cutting-edge technology to enhance automotive manufacturing and uphold high standards of quality and efficiency.

Case Study 14: HSBC’s Enhanced Risk Management and Customer Segmentation

Advanced Analytics for Robust Risk Assessment

HSBC employs advanced analytics to refine its risk management strategies, particularly in credit and market risk assessment. By integrating data from customer transactions, market trends, and economic indicators, HSBC develops predictive models that help assess and mitigate potential risks. This approach allows HSBC to make more informed lending decisions and manage financial exposure more effectively, safeguarding both the institution’s and customers’ interests.

Strategic Customer Segmentation for Tailored Financial Services

Using data analytics, HSBC segments its customer base into distinct groups based on financial behaviors, preferences, and needs. This segmentation enables HSBC to tailor its financial products and marketing efforts more precisely, enhancing customer satisfaction and loyalty. For example, by identifying high-net-worth individuals or customers with specific investment interests, HSBC can offer customized financial advice and products suited to their unique requirements. This targeted approach improves customer engagement and optimizes resource allocation, contributing to HSBC’s overall business efficiency and growth. Through these sophisticated analytics applications, HSBC demonstrates how data-driven insights can transform traditional banking services into personalized and risk-averse financial solutions.

Case Study 15: Patagonia’s Sustainability-Driven Supply Chain Optimization

Data Analytics for Eco-Friendly Supply Chain Management

Patagonia uses data analytics to enhance the sustainability of its supply chain. Patagonia identifies areas where it can reduce environmental impact by analyzing material sourcing, production processes, and distribution logistics data. This includes optimizing transport routes to lower carbon emissions, choosing suppliers who adhere to sustainable practices, and implementing waste-reduction techniques in manufacturing.

Strategic Decision-Making for Environmental Impact Reduction

The insights from this comprehensive data analysis enable Patagonia to make strategic decisions aligning with its environmental conservation commitment. For example, the company has introduced initiatives such as using recycled materials in its company products and vesting in renewable energy sources for its operations. By integrating sustainability into every aspect of its supply chain, Patagonia reduces its ecological footprint and strengthens its brand loyalty among consumers who value environmental responsibility. Through these initiatives, Patagonia showcases how business analytics can be leveraged to support operational efficiency and corporate social responsibility, reinforcing its reputation as a leader in sustainable business practices.

Related: Role of Business Analytics in Digital Transformation

The diverse business analytics applications illustrated in these case studies underscore their vital role in modern business strategy. Through the intelligent analysis of data, companies not only solve complex problems but also gain competitive advantages, driving growth and innovation. From improving customer satisfaction to optimizing logistical operations and managing risk, the case studies highlight how data-driven decisions are integral to achieving business objectives. As companies maneuver through the complexities of the digital era, the strategic use of analytics will continue to be a crucial factor in driving success, converting challenges into opportunities, and leading the way toward a smarter, more efficient future.

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10 Great Business Analyst Projects for Your Portfolio (2024)

If you're serious about launching a career as a business analyst, you'll need more than just certificates and an impressive resume. To stand out in a competitive job market, you need to showcase your skills through a portfolio of relevant business analyst projects. Building a project portfolio is essential for two key reasons:

• Practice makes perfect : Completing end-to-end business analyst projects allows you to apply your skills to solve real-world challenges. While exercises and case studies are helpful, hands-on projects provide the depth of experience that employers value. Project-based learning offers an effective approach for aspiring business analysts to gain practical, job-ready skills by bridging the gap between theory and practice.
• Prove your capabilities : When you're applying for business analyst roles , a strong portfolio is your secret weapon. It demonstrates your ability to tackle complex problems, collaborate with stakeholders, and deliver impactful solutions. A portfolio of hands-on projects is essential for aspiring business analysts to land a job by demonstrating their ability to apply skills to real-world problems, particularly when they have no experience .

What to expect : Before we get into any specific project details, we'll first take a look at how you should approach selecting the right projects for you portfolio. Next, we'll go over the skills and knowledge you'll need to get started. Finally, we'll list 10 business analyst projects that we know will give your portfolio a real boost.

Choosing the right business analyst projects for your portfolio

With so many potential projects to choose from, it can be challenging to know where to start. To help you navigate this process, let's take a look at some key factors to consider when selecting business analyst projects for your portfolio.

• Skill level and learning goals : If you're just starting out, focus on projects that allow you to develop foundational skills such as data cleaning, data analysis, and documenting insights. As you gain more experience, you can gradually take on more complex projects that challenge you to apply advanced techniques and methodologies.
• Personal interests and passions : Selecting projects that align with your personal interests and passions can help you stay motivated and engaged throughout the learning process. For example, if you're passionate about sustainability, you might choose projects that focus on improving environmental performance or reducing waste in business processes. By working on projects that excite you, you'll be more likely to invest the time and effort needed to produce high-quality deliverables.
• In-demand skills and industry trends : To maximize the impact of your portfolio, it's important to choose projects that showcase in-demand skills and align with current industry trends. Research job postings and industry reports to identify the skills and competencies that employers are looking for in business analysts. For instance, with the growing importance of data-driven decision making, projects that demonstrate your ability to analyze and visualize data using tools like Tableau or Power BI can help you stand out to potential employers .

Step-by-step guide

Now that we've explored some key factors to consider, let's walk through the process of selecting the right business analyst projects for your portfolio:

• Assess your current skill level and identify any areas for improvement
• Set clear learning goals and objectives for your project-based learning journey
• Select project ideas that align with your interests, passions, and learning goals
• Research industry trends and in-demand skills to refine your selection
• Evaluate potential projects based on factors such as scope, complexity, and required resources
• Select projects that offer the best opportunities for skill development and portfolio impact
• Plan your projects carefully, setting clear milestones and deliverables
• Execute your projects with a focus on quality, collaboration, and continuous improvement
• Seek feedback from mentors, peers, and industry professionals to refine your work
• Showcase your completed projects in your portfolio, highlighting the skills and value you bring to the table

Remember, the most effective way to learn is by doing, so don't be afraid to dive in and start tackling real-world business challenges today!

Getting started with business analyst projects

Ready to get your feet wet with business analysis projects? You'll need a mix of technical skills, business know-how, and people skills. But don't worry, you can build up these abilities through hands-on practice.

To get the ball rolling on a project, focus on nailing these key deliverables:

• Process flows
• Requirements documents

These will help you pin down the project scope and get everyone on the same page. Crafting solid versions of these docs is a core skill for business analysts.

Additional key tools:

• Data visualization : Power BI , Tableau
• Project management : Jira , Asana
• Process modeling : Visio
• Data analysis : SQL , Excel , Python *

* - While Python is more commonly associated with data analysts and data scientists due to its powerful data manipulation and analysis capabilities, business analysts are increasingly using Python for more advanced data analysis tasks. Python's ability to handle large datasets, automate repetitive tasks, and perform complex analyses makes it a valuable skill for business analysts looking to enhance their technical capabilities. Having Python skills is great way to set yourself apart from others applying for the same business analyst role.

When you're ready to tackle a project, knock out these first steps:

• Whip up a business requirements document (BRD) and project vision to get the team aligned.
• Get your tech environment set up with the right software for the job.
• Deploy the application for testing and production.

Remember, you don't have to take on the world right away. Start small and gradually level up your skills. Focus on simpler tasks at first, then work your way up to more complex challenges. This lets you grow your abilities while getting real project experience under your belt. This article has more tips on setting up your project environment. With some practice and persistence, you'll be tackling ambitious projects like a pro in no time.

Real learner, real results

Take it from Aleksey Korshuk , who leveraged Dataquest's project-based curriculum to gain practical data science skills and build an impressive portfolio of projects:

The general knowledge that Dataquest provides is easily implemented into your projects and used in practice.

Through hands-on projects, Aleksey gained real-world experience solving complex problems and applying his knowledge effectively. He encourages other learners to stay persistent and make time for consistent learning:

I suggest that everyone set a goal, find friends in communities who share your interests, and work together on cool projects. Don't give up halfway!

Aleksey's journey showcases the power of a project-based approach for anyone looking to build their data skills. By building practical projects and collaborating with others, you can develop in-demand skills and accomplish your goals, just like Aleksey did with Dataquest.

10 Business Analysis Project Ideas

The following ten project ideas provide an excellent introduction to essential business analysis techniques for beginners. You'll get to:

• Apply key concepts like data analysis, visualization, and business intelligence to real-world scenarios
• Develop a strong foundation and portfolio in the field
• Profitable App Profiles for the App Store and Google Play Markets
• Exploring Hacker News Posts
• Clean and Analyze Employee Exit Surveys
• Visualization of Life Expectancy and GDP Variation Over Time
• Building a BI App
• Business Intelligence Plots
• Data Presentation
• Creating An Efficient Data Analysis Workflow
• Identifying Customers Likely to Churn for a Telecommunications Provider
• Analyzing Startup Fundraising Deals from Crunchbase

The following sections walk through each project in detail, showing you how to apply your skills to real business challenges and drive smarter decisions. Let's go!

1. Profitable App Profiles for the App Store and Google Play Markets

In this guided project , you'll take on the role of a junior business analyst at a company that builds ad-supported mobile apps. Your job is to analyze historical data from the Apple App Store and Google Play Store to figure out what kinds of apps attract the most users and generate the most revenue for the company. Using Python and Jupyter Notebook, you'll clean up the data, analyze it to find the most common app categories and characteristics, and provide recommendations to the business on what types of apps they should focus on building to maximize downloads and profits.

Tools and Technologies

• Jupyter Notebook
• Business analysis

Prerequisites

This is a beginner-level project, but you should be comfortable working with Python Functions and Jupyter Notebook Course :

• Writing functions with arguments, return statements, and control flow
• Debugging functions to ensure proper execution
• Using conditional logic and loops within functions
• Working with Jupyter Notebook to write and run code

Step-by-Step Instructions

• Open and explore the App Store and Google Play datasets
• Clean the datasets by removing non-English apps and duplicate entries
• Isolate the free apps for further analysis
• Determine the most common app genres and their characteristics using frequency tables
• Make recommendations on the ideal app profiles to maximize users and revenue

Expected Outcomes

By completing this project, you'll gain practical experience and valuable skills, including:

• Cleaning real-world data to prepare it for analysis
• Analyzing app market data to identify trends and success factors
• Applying data analysis techniques like frequency tables and calculating averages
• Using data insights to inform business strategy and decision-making
• Communicating your findings and recommendations to stakeholders

Relevant Links and Resources

• Python Functions and Jupyter Notebook Course
• How to Use Jupyter Notebook: A Beginner's Tutorial
• Data Analysis for Business in Python Course

Additional Resources

• Basic Data Science Portfolio Project Tutorial
• Dataquest community where you can view and share this project with others
• Example Solution Code

2. Exploring Hacker News Posts

In this project , you'll get hands-on experience analyzing a real-world dataset from Hacker News, a popular website in the tech community. You'll learn how to use Python, a powerful programming language, to uncover trends and insights that can help drive business decisions. Even if you're new to data analysis, this project will walk you through key skills step-by-step, including cleaning messy data, calculating key metrics, and identifying factors that impact user engagement. By the end, you'll have a strong foundation in data analysis and be ready to apply your skills to your own business data.

• Data cleaning
• Object-oriented programming

To get the most out of this project, you should have some foundational Python and data cleaning skills , such as:

• Employing loops in Python to explore CSV data
• Utilizing string methods in Python to clean data for analysis
• Processing dates from strings using the datetime library
• Formatting dates and times for analysis using strftime
• Remove headers from a list of lists
• Extract 'Ask HN' and 'Show HN' posts
• Calculate the average number of comments for 'Ask HN' and 'Show HN' posts
• Find the number of 'Ask HN' posts and average comments by hour created
• Sort and print values from a list of lists

After completing this project, you'll have gained practical experience and skills, including:

• Applying Python string manipulation, OOP, and date handling to real-world data
• Analyzing trends and patterns in user submissions on Hacker News
• Identifying factors that contribute to post popularity and engagement
• Communicating insights derived from data analysis
• Introduction to Python Programming Course
• Original Hacker News Posts dataset on Kaggle

3. Clean and Analyze Employee Exit Surveys

In this guided project , you'll get hands-on experience analyzing real employee data to understand why employees leave their jobs. You'll work with exit surveys from two government education departments in Australia. Using Python and Jupyter Notebook, you'll combine messy data from different sources, clean it up to get it ready for analysis, and then look for insights into the most common reasons employees resign. Finally, you'll share your key findings and recommendations with stakeholders. Doing this project will give you practice with the data cleaning, analysis, and communication skills you need as a business analyst to help organizations make data-driven decisions.

Before starting this project, you should be familiar with:

• Exploring and analyzing data using pandas
• Aggregating data with pandas groupby operations
• Combining datasets using pandas concat and merge functions
• Manipulating strings and handling missing data in pandas
• Load and explore the DETE and TAFE exit survey data
• Identify missing values and drop unnecessary columns
• Clean and standardize column names across both datasets
• Filter the data to only include resignation reasons
• Verify data quality and create new columns for analysis
• Combine the cleaned datasets into one for further analysis
• Analyze the cleaned data to identify trends and insights

By completing this project, you will:

• Clean real-world, messy HR data to prepare it for analysis
• Apply core data cleaning techniques in Python and pandas
• Combine multiple datasets and conduct exploratory analysis
• Analyze employee exit surveys to understand key drivers of resignations
• Summarize your findings and share data-driven recommendations
• Pandas and NumPy Fundamentals Course
• Community Feedback on Guided Project

4. Visualization of Life Expectancy and GDP Variation Over Time

In this project , you'll get to be a business analyst exploring how life expectancy and GDP have changed in different parts of the world over time. You'll use Power BI to create interactive charts and graphs from a dataset called Gapminder. This will let you uncover trends and differences between regions that can provide valuable insights to help make business decisions. You'll go through the full process of importing and preparing the data, making visualizations, and sharing your findings in an engaging dashboard. This is great practice with core business analyst skills in Power BI that you can showcase in your portfolio.

To complete this project, you should be able to visualize data in Power BI , such as:

• Creating basic Power BI visuals
• Designing accessible report layouts
• Customizing report themes and visual markers
• Publishing Power BI reports and dashboards
• Import the life expectancy and GDP data into Power BI
• Clean and transform the data for analysis
• Create interactive scatter plots and stacked column charts
• Design an accessible report layout in Power BI
• Customize visual markers and themes to enhance insights
• Applying data cleaning, transformation, and visualization techniques in Power BI
• Creating interactive scatter plots and stacked column charts to uncover data insights
• Developing an engaging dashboard to showcase your data visualization skills
• Practicing the full life-cycle of Power BI report and dashboard development
• Introduction to Power BI
• Official Power BI Support
• Official Power BI documentation
• Why Business Analysts Need to Learn Power BI
• Business Analyst with Power BI career path

5. Building a BI App

In this hands-on project , you'll get to be a business analyst at Dataquest, an online learning company. You'll use Power BI to look at data about how many students finish each course and how happy they are with the courses. You'll make charts and graphs to find patterns and figure out which courses need improvement. This will help Dataquest's leaders make smart choices about how to make their courses better for students.

To successfully complete this project, you should have some foundational skills in Power BI, such as how to manage workspaces and datasets in Power BI :

• Creating and managing workspaces
• Importing and updating assets within a workspace
• Developing dynamic reports using parameters
• Implementing static and dynamic row-level security
• Import and explore the course completion and NPS data, looking for data quality issues
• Create a data model relating the fact and dimension tables
• Write calculations for key metrics like completion rate and NPS, and validate the results
• Design and build visualizations to analyze course performance trends and comparisons

Upon completing this project, you'll have gained valuable skills and experience:

• Importing, modeling, and analyzing data in Power BI to drive decisions
• Creating calculated columns and measures to quantify key metrics
• Designing and building insightful data visualizations to convey trends and comparisons
• Developing impactful reports and dashboards to summarize findings
• Sharing data stories and recommending actions via Power BI apps
• Introduction to Data Analysis in Microsoft Power BI Course
• What’s the best way to learn Microsoft Power BI?
• Sample datasets from Power BI

6. Business Intelligence Plots

In this beginner-friendly project , you'll get hands-on experience using Tableau to analyze sales data and provide valuable business insights. You'll compare Adventure Works' online and in-store sales, identify top-selling products, and build interactive dashboards to effectively communicate your findings. Along the way, you'll learn key Tableau skills like creating calculated fields, filtering data, and designing dual-axis charts. By the end, you'll have a professional set of visualizations to showcase to leadership and guide data-driven decision making.

To successfully complete this project, you should have a solid grasp of data visualization fundamentals in Tableau :

• Navigating the Tableau interface and distinguishing between dimensions and measures
• Constructing various foundational chart types in Tableau
• Developing and interpreting calculated fields to enhance analysis
• Employing filters to improve visualization interactivity
• Compare online vs offline orders using visualizations
• Analyze products across channels with scatter plots
• Embed visualizations in tooltips for added insight
• Summarize findings and identify next steps
• Practical experience building interactive business intelligence dashboards in Tableau
• Ability to create calculated fields to conduct tailored analysis
• Understanding of how to use filters and tooltips to enable data exploration
• Skill in developing visualizations that surface actionable insights for stakeholders
• Business Analyst with Tableau Career Path
• Data Preparation in Tableau Course
• Data Visualization Fundamentals in Tableau Course
• Tableau Community Forums
• Tableau Documentation

7. Data Presentation

In this project , you'll take on the role of a business analyst exploring customer data for a company. Using Tableau, you'll create interactive dashboards to uncover insights about which marketing channels and customer types are driving the most sales. You'll apply data visualization best practices to build professional dashboards that allow users to filter and explore the data. By the end, you'll have a polished data presentation ready to share your findings with business stakeholders to help guide decision making.

To successfully complete this project, you should be comfortable sharing insights in Tableau , such as:

• Building basic charts like bar charts and line graphs in Tableau
• Employing color, size, trend lines and forecasting to emphasize insights
• Combining charts, tables, text and images into dashboards
• Creating interactive dashboards with filters and quick actions
• Import and clean the conversion funnel data in Tableau
• Build basic charts to visualize key metrics
• Create interactive dashboards with filters and actions
• Add annotations and highlights to emphasize key insights
• Compile a professional dashboard to present findings

Upon completing this project, you'll have gained practical experience and valuable skills, including:

• Analyzing conversion funnel data to surface actionable insights
• Visualizing trends and comparisons using Tableau charts and graphs
• Applying data visualization best practices to create impactful dashboards
• Adding interactivity to enable exploration of the data
• Communicating data-driven findings and recommendations to stakeholders
• Example Solution

8. Creating An Efficient Data Analysis Workflow

In this hands-on project , you'll take on the role of a business analyst at a company that sells programming books. Your goal is to analyze sales data and figure out which books are generating the most profit. You'll use key concepts in R like control flow, loops, and functions to develop a streamlined process for cleaning, transforming and analyzing the data. This project will give you valuable practice in preparing data, uncovering insights, and putting together a structured report with your findings and recommendations that will help drive business decisions.

To successfully complete this project, you should have the following foundational control flow, iteration, and functions in R skills:

• Implementing control flow using if-else statements
• Employing for loops and while loops for iteration
• Writing custom functions to modularize code
• Combining control flow, loops, and functions in R
• Get acquainted with the provided book sales dataset
• Transform and prepare the data for analysis
• Analyze the cleaned data to identify top performing titles
• Summarize your findings in a structured report
• Provide data-driven recommendations to stakeholders
• Applying R programming concepts to real-world business analysis
• Developing an efficient, reproducible business analysis workflow
• Cleaning and preparing messy data for analysis
• Analyzing sales data to derive actionable business insights
• Communicating findings and recommendations to stakeholders
• Getting Started with R and RStudio - Dataquest Blog
• Download the Book Reviews dataset - CSV file

9. Identifying Customers Likely to Churn for a Telecommunications Provider

In this beginner project , you'll take on the role of a business analyst at a telecommunications company. Your challenge is to analyze customer data in Excel to identify profiles of those likely to leave the company. Keeping customers is crucial for telecom providers, so your insights will help inform efforts to proactively retain them. You'll explore the data, calculate key metrics, use PivotTables to slice the data, and create charts to visualize your findings. This project provides hands-on experience with core Excel skills for making data-driven business decisions that will enhance your business analyst portfolio.

To complete this project, you should feel comfortable exploring data in Excel :

• Calculating descriptive statistics in Excel
• Analyzing data with descriptive statistics
• Creating PivotTables in Excel to explore and analyze data
• Visualizing data with histograms and boxplots in Excel
• Import the customer dataset into Excel
• Calculate descriptive statistics for key metrics
• Create PivotTables, histograms, and boxplots to explore data differences
• Analyze and identify profiles of likely churners
• Compile a report with your data visualizations
• Hands-on practice analyzing a real-world customer dataset in Excel
• Ability to calculate and interpret key statistics to profile churn risks
• Experience building PivotTables and charts to slice data and uncover insights
• Skill in translating business analysis findings into an actionable report for stakeholders
• Customer Churn Prediction 2020 dataset - Kaggle
• Introduction to Data Analysis with Excel Skill Path

10. Analyzing Startup Fundraising Deals from Crunchbase

In this beginner-level guided project , you'll take on the role of a business analyst to explore and derive insights from a dataset of startup investments from Crunchbase. By applying fundamental data analysis skills using Python and SQL, you'll work with a large real-world dataset to uncover trends in fundraising, identify successful startups, and find the most active investors. This project will introduce you to techniques for handling large datasets, selecting the right tools for analysis, and leveraging SQL databases. You'll build your skills in applying the data analysis process to real business scenarios and communicating insights to stakeholders.

Although this is a beginner-level SQL project, you'll need some solid skills in Python and data analysis before taking it on:

• Python fundamentals, including variables, data types, and basic syntax
• Familiarity with pandas for data manipulation and analysis
• Basics of data cleaning techniques to handle missing data and inconsistencies
• Exposure to SQL databases and querying data using SQLite
• Explore the structure and contents of the Crunchbase startup investments dataset
• Process the large dataset in chunks and load into an SQLite database
• Analyze fundraising rounds data to identify trends and derive insights
• Examine the most successful startup verticals based on total funding raised
• Identify the most active investors by number of deals and total amount invested

Upon completing this guided project, you'll gain practical skills and experience, including:

• Applying pandas and SQLite to analyze real-world startup investment data
• Handling large datasets effectively through chunking and efficient data types
• Integrating pandas DataFrames with SQL databases for scalable data analysis
• Deriving actionable insights from fundraising data to understand startup success
• Building a project for your portfolio showcasing pandas and SQLite skills
• Junior Data Analyst Career Path
• SQL Fundamentals Skill Path
• Dataquest Community Discussion on the Project
• SQL Commands: The Complete List (w/ Examples)

How to prepare for a career as a business analyst

Starting your path to becoming a business analyst means knowing what employers are looking for in terms of qualifications, knowledge, and skills. This section will help you navigate that path.

Check out job listings

Begin by browsing current job listings to see what qualifications, knowledge, and skills are in demand. Trusted sites to look for business analyst positions include:

Get ready for success

Here are some steps to help you succeed in your business analyst career:

• Learn the necessary skills : Gain essential technical skills with programs like Dataquest's Business Analyst with Power BI career path.
• Work on real projects : Get practical experience by applying your knowledge to business analyst projects, as detailed in this article.
• Polish your resume : Highlight your achievements and quantify the impact of your projects on your resume. We can help you to optimize your business analyst resume .
• Prepare for interviews : Practice common business analyst interview questions using our guide on 20 interview questions and answers for business analysts .

Showcase your work

Creating a GitHub portfolio of business analyst projects is a great way to show potential employers your problem-solving skills and project management abilities. Include a variety of projects that demonstrate different skills and levels of complexity.

When to start applying

Don’t wait to have every skill listed in job postings before you start applying. Aim for about 70-80% of the required skills, as many employers value potential and the ability to learn on the job. Project-based learning is a practical way to bridge the gap between theory and real-world skills.

By building the right skills, getting relevant certifications, and showcasing your work, you'll be in a great position to land a rewarding job in this field. Remember, every business analyst started somewhere – just keep pushing forward and you'll get there!

If you're aiming to stand out as a business analyst, getting hands-on with real projects is the way to go.

By doing the actual business analysis work, you’ll pick up crucial skills like gathering requirements, managing stakeholders, and visualizing data. Plus, you'll have a solid portfolio to show potential employers, proving you know how to go from theory to practice.

If you’re looking for a structured way to get there, consider our Business Analyst with Power BI and Business Analyst with Tableau career paths. They’ll give you the specific tools and skills you need to succeed.

But if you’re confident in charting your own path, the projects we've shared in this post will definitely help. Keep pushing yourself, take on more challenges, and share your work in the Dataquest community for feedback. The more you practice and apply your knowledge, the more you'll grow.

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Business Analyst Case Study

A business analyst case stud y is used to give near-world exposure to a business analyst. So, in this post, we will be discussing what is business analysis, what is business analysis, and what are the requirements and strategies of an analyst. Plus, a business case analysis example for better understanding. Let’s start with understanding what is business analysis before we go to analyst case studies.

What is business analysis?

Business Analysis is a search for identifying the business needs, threats, and problems and finding and implementing the solutions and changes which are required for the business.

It has three different roles which define the discipline

• Analysing the whole business, and its elements to identify any process or elements and identifying the spots which require changes.
• To find every possible solution for any business problem and to implement the most suited solution.
• And, therefore, to evaluate the new process of working.

Who is a Business Analyst?

A business analyst also known as BA analyses the business process, systems, documentation, business model, and technologies to identify the problems and to guide the business towards a better process, structure, product, and technology.

In business analysis, there are many more roles than just business analysis like business systems, systems, processes, product analysis, data scientist etc.

And to understand, what is business analyst, now understand the business analyst roles.  

Business Analyst Role

Before we understand the business analyst case study, let’s understand the business analyst’s role in an organization. To get a better understanding of the job and their roles and responsibilities.

Understand Business Requirements 

The very first thing of an analyst is to understand the needs and requirements of the business and what requirements the business is lacking.

Finding Solutions

The business analyst’s role is to find the solutions for problems which are gathered in the business process, requirements systems, technologies etc.

Project Implementation

A business analyst not only has to create a solution plan plus they have to design and implement the solution in an organization. 

Requirements For Function

It is important to analyze what is required to complete the project. As a result, to understand the business analyst’s case study an analyst identifies the requirements needed and fulfils those requirements.

Another business analyst’s role is to test their processes, solutions, and techniques before implementing and making them perfect for the organization. 

Decision Making & Problem-Solving

It is one of the roles which is spread all of their jobs because of making a decision and solving problems. For every problem in business, a business analyst is to find and implement the solution. 

Maintenance of System and Operations

A  business analyst also says that they have to provide maintenance, system validation reports, and deactivation plans. Plus, the analyst is also involved in evaluating the replacement or deactivation is needed.

Moreover, for a better understanding of the business analyst role and these business analyst case studies, here are the business analysis requirements and business analysis techniques. Therefore, it explains how a business analyst works.  

Business analysis requirements

Business analysis requirements are divided into different categories. It is a piece of documentation which includes their needs, things which need updations changes etc.

So business analysis requirements are classified into:

STAKEHOLDER REQUIREMENTS

Firstly, it’s important to understand who are the stakeholders , to understand a business analyst case study the related stakeholders play an important role in understanding their needs and requirements and understanding how business decisions will impact them.

Documenting and fulfilling the stakeholder’s requirements fulfils their requirements and later they fulfil the business requirements.

BUSINESS REQUIREMENTS

Secondly, to create a systematic business plan which includes all the requirements, a working map of the business, and a structure of responsibilities of each person.

SOLUTION REQUIREMENTS

Solution requirements are said to the process or quality improvement i.e. changes that are made in the business process or in quality that will fulfil the stakeholder’s requirements. Such a problem will be discussed later in the business analyst case study. As a result, solution requirements in business analysis requirements are classified into:

• Functional Requirments
• Non Functional Requirments

TRANSITION REQUIREMENTS

These requirements refer to the changes that which business wanted in its process. Therefore, in simple terms, it is a process of a transaction from the current state to the target state.

A transition can be about any process or domain which might be misunderstood, so it’s important to document before starting work on the project. 

business analysis techniques

Business analysis techniques are some of the ways through which business analysts use to determine the environment of the business. These techniques are used later in the business analyst case studies.

Also, these techniques determine which business decisions can be most effective and from which decisions the firm has to face consequences

Here are the 4 most common business analysis techniques:

MOST refers to Mission, Objectives, and Strategies. It helps in evaluating the internal analysis of the mission statement. Furthermore, it formulates strategies to tackle hurdles in achieving organisational objectives

It helps in analysing the external environment of the organization. PESTLE stands for:

• Political: changes in political parties in their ideology, and their policy can affect business decisions.
• Economical: the economic conditions, economic growth and other economic factors.
• Social: environment of social society and analysing how the business will be impacted by society culture  
• Technology: latest technology, and upcoming changes to keep business decisions accurate.
• Legal: Law, rules, and regulations which are related to the business environment.
• Environmental: analysing how the business decision will impact the environment.

In a business analyst case study, a business is divided into four parts. An organization can make four different decisions for each segment. Also, SWOT analysis has four different segments:

• Opportunities

Organization analysis of each aspect of business and each business aspect goes to one of these segments.

So, the organization knows which segments need improvements and what are their USPs   

MoSCoW stands for Must or Should, Could or Would. This technique requires analyses of every requirement and marks its level of prioritization.

Afterwards, requirements with the highest prioritization get priority attention.

To understand an analyst job, a business analyst case study will give a real example. So, here is the problem followed by the solution of how a business analysis example will solve the problem:

In the problem section of the business analyst case study, we discuss the actual problem of the business case analysis example. Furthermore, it is a problem for the consumer goods companies (food industry) that are targeting to expand their business. Therefore, here is the problem for business analysis example:

The target for a business analyst is to find the insights of quality measurement systems’ best practices which are required to create better products and the tools and the process which will be required to do so.

Solution 

The solution for these business analyst case studies is divided into subparts. Moreover, the process for finding quality improvement is to find the benchmarking, creating tools, continuous feedback and finalization.

Information gathering

The very first step of any business problem is to gather information as possible related to that business analysis example. However, gather all the background information related to background i:e information related to the department, and the history of the problem in the organization.

Afterwards, it’s important to understand the various elements which can affect the business analysis strategy. Two models for information gathering:

• PESTEL Analysis: This method analyzes the external environment of the business. The impacts of different environments on your business or your business decisions .
• Porter’s Five Force Model : In the analysis of the business environment or impact on business decisions by evaluating Industry competitors, new entrants, substitutes, buyers and suppliers.

  Identify Related Stakeholders

As we are moving further in our business analyst case study, an analyst needs to identify all the stakeholders who are associated with the decision. It’s important to understand how different groups can be affected by the decision.

So it’s, important to make a decision which suits each group of the business. Different groups in business are:

• Shareholders
• Competitors

Discover Business Objectives

As the business case study examples say after the background information and understanding of the stake behind the decision. Also, it’s important to understand that the decision will reflect the company’s objective. Moreover, every business case analysis example shows that the decision of the business reflects the business objectives, vision and mission.

Analysis & Benchmarking

Moving further in the business analyst case study and according to our problem of improving product quality improvement.

Analysing the recent process of setting up benchmarks. To create high-quality food products, here is the process:

• Firstly measure the old process and benchmarks
• Compare the organization’s benchmark with competitors’ benchmarks and standards.
• Research for standards and benchmarks needed for improving the quality.
• In-depth interviews and a survey frame the conduction by the production head, researchers, and experts, to identify small sports to improve.

Tool Creation

After all the findings and research work , the next step in the business analysis example is to create tools and fill the loopholes in the existing process to create a more suitable method.

Note: The process of tool creation and mapping is theoretical.

Afterwards, a final document which includes the findings, and research. Plus, the most suitable process will get on documents.

Requirements for new process added to the document.

As the name suggests in this business analyst case study the designed plan gets trial runs. The goal is to achieve the perfect quality of food. Moreover, it creates more than one process in theory with different variations.

Finalization

After continuous trials and feedback, it is essential to determine the best alternative in the next step of the business analyst case study. As a result, the organization select the best alternative which is most suited and effective. Calculation of process effectiveness:

• Quality of product

Evaluate Value Added By Project

In the final stage of our business analyst case study, it is important to determine how effective and how the process of improving quality added to the profit levels of the business.

So, it was one of the business analyst case studies to explain real-world working and their requirements and strategies.

What is a case study for a business analyst?

Business case studies, either involve an ongoing issue or a company’s success, and analysts have communicative tools to determine the right decisions for business. Plus they demonstrate higher value & competence.

How do you write a case study for a business analyst?

Steps to writing a case study analysis

• Step 1: Investigate the Company’s History and Growth
• Step 2: Identify Strengths and Weaknesses
• Step 3: Examine the External Environment.
• Step 4: Analyze Your Findings.
• Step 5: Identify Corporate-Level Strategy.
• Step 6: Identify Business-Level Strategy.
• Step 7: Analyze Implementations.

What Does a Business Analyst Do?

Business analysts go by many other job titles, including:

• Business Architect
• Business Intelligence Analyst
• Business Systems Analyst
• Data Scientist
• Enterprise Analyst
• Management Consultant
• Process Analyst
• Product Manager
• Product Owner
• Requirements Engineer
• Systems Analyst

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Business Analyst Case Study | Free Case Study Template

Business analyst case studies blog describes an actual business analyst case study. This provides real-world exposure to new business analysts.

In this blog, we will be discussing what is business analysis case study, why develop them, when to develop them and how to develop them. We will provide a real business case analysis case study for better understanding.

Let’s start with understanding what is business analysis before we go to analyst case studies.

Topics Below

What is a business analysis case study 

Why prepare business analysis case study 

When to prepare business analysis case study

How to prepare business analysis case study

Example Business Analysis Case Studies

What is Business Analysis Case Study?

Before we try to understand, Business Analysis Case Study, let's understand the term case study and business analysis.

As per Wikipedia, a case study is:

"A case study is an in-depth, detailed examination of a particular case (or cases) within a real-world context."

For example, case studies in medicine may focus on an individual patient or ailment; case studies in business might cover a particular firm's strategy or a broader market; similarly, case studies in politics can range from a narrow happening over time like the operations of a specific political campaign, to an enormous undertaking like, world war, or more often the policy analysis of real-world problems affecting multiple stakeholders.

So, we can define Business Analysis Case Study as

"A Business Analysis case study is an in-depth, detailed examination of a particular business analysis initiative."

What is Business Analysis?

The BABOK guide defines Business Analysis as the “Practice of enabling change in an enterprise by defining needs and recommending solutions that deliver value to stakeholders”. Business Analysis helps in finding and implementing changes needed to address key business needs, which are essentially problems and opportunities in front of the organization.

Business analysis can be performed at multiple levels, such as at:

• The enterprise level, analyzing the complete business, and understanding which aspects of the business require changes.
• The organization level, analyzing a part of the business, and understanding which aspects of the organization require changes.
• The process level, analyzing a specific process, understanding which aspects of the process require changes.
• The product level, analyzing a specific product, and understanding which aspects of the product require changes.  

Why Develop Business Analyst Case Study

Business analysis case studies can be useful for multiple purposes. One of the purpose can be to document business analysis project experiences which can be used in future by other business analysts.

This also can be used to showcase an organizations capabilities in the area of business analysis. For example, as Adaptive is a business analysis consulting organization, it develops multiple business analysis case studies which show cases the work done by Adaptive business analysts for the client. You can read one such case study for a manufacturing client .

When To Develop Business Analyst Case Study

Business analysis case studies are typically prepared after a project or initiative is completed. It is good to give a little time gap before we develop the case study because the impact of a change may take a little while after the change is implemented.

Most professionals prepare business analysis case studies for projects which are successful. But it is also important to remember that not all changes are going to be successful. There are definitely failures in an organizations project history.

It is also important to document the failure case studies because the failures can teach us about what not to do in future so that risks of failures are minimized.

How To Develop A Business Analyst Case Study

Document business problem / opportunity.

In this section of the business analyst case studies, we discuss the actual problem of the business case analysis example.

ABC Technologies has grown rapidly from being a tiny organization with less than 5 projects to one running 200 projects at the same time. The number of customer escalations has gone up significantly. Profitability is getting eroded over a period of time. Significant management time is spent in fire-fighting than improving the business.

Top management estimated a loss of 10% profitability due to poor management of projects which is estimated at about 10 Million USD per annum.

Document Problem / Opportunity Analysis

For our above business problem, we captured the following analysis details.

Discussions with key stakeholders revealed the following challenges in front of ABCT management:

• There is very little visibility of project performances to top management
• Non-standard project reporting by various projects makes it harder for top management to assess the correct health of the project
• Practically there is no practice of identifying risks and mitigating them
• Project practices are largely non-standardized. Few project managers do run their projects quite well because of their personal abilities, but most struggle to do so.
• Due to rapid growth, management has no option but to assign project management responsibilities to staff with little or no project management experience.

Document Identified Solutions 

Based on root cause analysis, management decided to initiate a project to standardize management reporting. This required the organization to implement a project management system. The organization initially short-listed 10 project management tools. After comparing the business needs, tools, their costs, management decided to go with a specific tool.

Document Implementation Plan

The purchased tool lacked integration into the organizations existing systems. The vendor and organization’s IT team developed a project plan to integrate the new system with the existing systems.

Document Performance Improvements 

After a year, the effectiveness of the project was assessed. Projects showed remarkable improvement wrt reduced customer escalations, better on-time billing, and better risk management. The system also allowed the organization to bid for larger contracts as the prospective customers demanded such a system from their suppliers. The application was further enhanced to cater to the needs of other businesses in the enterprise as they were different legal entities, and their policies were different.

Document lessons learnt

Some of the key lessons learnt during this business analysis initiative were:

1. Stakeholder buy-in in extremely important to the success of the project

2. It is always better to go with iterative approach achieve smaller milestones and then go for larger milestones

Other articles of interest

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Business analysis case studies.

Want to prepare for interview and learn a business analysis skill? Every Business Analyst case study is created to help you with interview preparation and learning new skills.

• Case study for Interview prep
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Business Analyst Case studies Overview

Key features.

Every case focuses on Business Analysis skills. Case studies have been prepared by experience Business Analysts. The key features are:

These case studies are designed to help you:

Business Analyst Case studies

We have created multiple case studies projects for business analysts. Each project focuses on a specific skill like documenting SRS and BRD, Prototyping, Process Modelling, Use case modelling and User Stories.

You can buy one of the case studies or can buy multiple case studies.

Case Study list

Creating SRS and BRD – Case Study

A real-life case study has been used to help you learn the documentation practically.

Process Modelling (Free Tool) case study

Process modelling is one of the most important techniques used by Business Analysts along with prototyping. In this course, we are going to use a case study to help you learn everything about Process modelling and get hands-on experience.

Process Modelling (MS Visio) Case Study

Prototyping Case Study

This prototyping course is a hands-on course using a case study based approach to help you master creating prototypes for a software project. Prototyping is one of the most important techniques for business analysts to help reach an agreement on software application with the stakeholders.

Case Study on Writing User Stories

Writing good user stories is one of the key skills for every Business Analyst. In this course, everything about user stories is covered. We will look at a case study and understand how to arrive at the user stories and how to write these correctly

Use Case Modelling Case Study

This course is a hands-on project based course to help you understand and create use case model. The course helps you use a free tool, called draw.io to work on the use case model.

Mastering Use Case Modelling – Case Study

Use Cases helps in understanding the interaction between the systems and actors.

A real-life case study has been used to help you learn the documentation practically. Know More

Process Modelling (Free Tool) Case Study

Process modelling is one of the most important techniques used by Business Analysts along with prototyping. In this course, we are going to use a case study to help you learn everything about Process modelling and get hands-on experience. Know More

This prototyping course is a hands-on course using a case study based approach to help you master creating prototypes for a software project. Prototyping is one of the most important techniques for business analysts to help reach an agreement on software application with the stakeholders. Know More

Writing good user stories is one of the key skills for every Business Analyst. In this course, everything about user stories is covered. We will look at a case study and understand how to arrive at the user stories and how to write these correctly Know More

Use Case modelling Case Study

This course is a hands-on project based course to help you understand and create use case model. The course helps you use a free tool, called draw.io to work on the use case model. Know More

Use Cases helps in understanding the interaction between the systems and actors. Know More

Fees and Offers

You can buy one business analysis case study or more. The discount is higher if you decide to purchase more than one case study. For example, if you buy all the case studies, you can avail 50% discount.

Special Combo Offer for Case studies.

• Process Modelling (MS Visio)
• Writing User Stories
• Prototypes Creating
• Use cases (MS Visio)
• Preparing SRS and BRD

Special Combo Offer with 50% discount.

• Mock Interview preparation (Resume review and mock interview)

Live Projects Training

Do a complete project from start to finish as a Business Analyst under an expert guidance. Key features of this course:

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15 Business Analyst Project Ideas and Examples for Practice

Explore business analyst real time projects examples curated for aspiring business analysts that will help them start their professional careers.

Your search for business analyst project examples ends here. This blog contains sample projects for business analyst beginners and professionals. So, continue reading this blog to know more about different business analyst projects ideas.

Business analysts are the demand of the twenty-first century! One can easily affirm this by looking at a report by the U.S. Bureau of Labor Statistics, which has revealed that as of May 2020, the median annual salary received by management analysts is $87,660. The bureau’s report also suggests that we are likely to witness an increase in the jobs of management analysts by 11% between 2019 and 2029. The rate is pretty higher than the average for other occupations. Additionally, the bureau mentioned that there is likely to be intense competition for such jobs because the role offers handsome salaries.

Avocado Machine Learning Project Python for Price Prediction

Downloadable solution code | Explanatory videos | Tech Support

The role of a business analyst primarily deals with analysing the growth of a business and suggesting methods to improve the existing strategies. Thus, to play such a crucial, one needs to possess a robust set of skills. Let us discuss a few of these to give you a more clear understanding of the skills required to become a business analyst .

Excellent verbal and written communication.

Communicate with different stakeholders and hold different meetings.

Up-to-date knowledge of new technologies and methodologies.

The capability of learning different business processes.

Ability to layout different ways of improving business growth.

Strong time management skills.

Understanding of various analytical tools and their implementation in revealing insights about the business.

Host different workshops and training sessions.

Knowledge of writing formal reports.

Having motivated you with our introduction of this blog, we now present business analyst sample projects that you can try to test/enhance your skills.

Table of Contents

Business analyst practice projects for beginners, business analyst real-time projects for intermediate professionals, advanced business analyst projects examples , top 15 business analyst project ideas for practice.

This section has beginner-friendly projects for business analyst roles that newbies in this domain can start with.

1) Market Basket Analysis  

Have you heard of the Beer-and-diapers story? In 2016, Mark Madsen, a research analyst, asked if there is a correlation between the sales of diapers and beers? It turned out that when a few stores placed beers closer to the diapers section, the beer sales went up. This strategy did not work for all the stores, but for a few, it did. By reflecting on this story, we want you to understand how important it is for a business to analyse the correlation between different purchased products, also called Market Basket Analysis.

Project Idea: In this project, you will work on a retail store’s data and learn how to realize the association between different products. Additionally, you will learn how to implement Apriori and Fpgrowth algorithms over the given dataset. You will also compare the two algorithms to understand the differences between them.

Source Code: Market basket analysis using apriori and fpgrowth algorithm  

Get FREE Access to  Data Analytics Example Codes for Data Cleaning, Data Munging, and Data Visualization

2) Estimating Retail Prices

For any product-selling business, deciding the price of their product is one of the most crucial decisions to make. And, thus for an aspiring business analyst, it becomes essential to understand what factors influence the decision-making process of product prices.

Project Idea: Mercari is a community-driven electronics-shopping application in Japan. In this project, you will build an automated price recommendation system using Mercari’s dataset to suggest prices to their sellers for different products based on the information collected. You will learn how to use Exploratory Data Analysis (EDA) tools and implement different machine learning algorithms like Neural Networks, Support Vector Machines, and Random Forest in R programming language. If you are specifically looking for business analyst finance planning projects for beginners , this project will be a good start. 

Source Code: Machine learning for Retail Price Recommendation with R

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3) Analyzing Customer Feedback

Collecting feedback from customers has become a norm for most companies. It provides them with the user’s perspective and guides them on what changes they should make to their product to increase its sales. Additionally, if the product reviews are public, potential customers feel motivated to trust the genuineness of the seller.

Project Idea: This project deals with the analysis of reviews of products available on an eCommerce website. You will work on textual data and implement data pre-processing methods like Gibberish Detection, Language Detection, Spelling Correction, and Profanity Detection. You will learn how to use the Random Forest model for ranking different reviews. Furthermore, you will explore the method of extracting sentiments and subjectivity from the reviews.

Source Code: Ecommerce product reviews - Pairwise ranking and sentiment analysis  

Recommended Reading: How to learn NLP from scratch in 2021?

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4) Predicting Avocado Prices

Did you know that more than 3 million new photos of avocado toasts were uploaded to Instagram every day in 2107? As per the British Vogue Magazine , this is indeed true. No doubt that so many of us enjoy avocado toasts in our breakfast. If you are also one of such people, this project idea will keep you hooked as it is all about avocados.

Project Idea: In this project, you will learn how a business analyst can use data analysis methods and help promote the growth of a business. You will work on the dataset of a Mexican-based company and layout an Avocado-price-map for them as they plan to expand their reach to different regions in the US. You will be testing the implementation of various models like the Adaboost Regressor, ARIMA time series model, and Facebook Prophet model to predict the Avocado prices.

Source Code: Avocado Price Prediction

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5) Predicting the Fate of a Loan Application

Those interested in banking projects for business analysts will indeed consider this one their favorite from this section as this project deals with loans. For understanding banks’ business model, it is crucial to learn the whole process of approving a loan application.

Project Idea: In this project, you will explore the different factors that influence the eligibility of a loan application’s approval. You will utilise different machine learning algorithms for predicting the chances of success of a loan application. This project will also help you learn about various statistical metrics used widely by business analysts like ROC curve, Gradient boosting, MCC Scorer, Synthetic Minority Over-sampling Technique, and XGBoost.

Source Code: Loan Eligibility Prediction 

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6) Predicting Customer Churn Rate

When customers start declining at an unexpected rate, various stakeholders go to business analysts for guidance. It is indeed one of the critical responsibilities of a business analyst to check the rate of customers churning out.

Project Idea: This project will guide you about performing univariate and bivariate analysis on the given dataset of a bank. You will learn how different statistical methods like SHAP (SHapley Additive exPlanations), RandomSearch, GridSearch, etc. should be used and interpreted. This project is another instance of a banking project for business analysts . So, if that’s your bias in sample business analysis projects , do check this one out. Source Code: Customer Churn Prediction

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• Is Data Science Hard to Learn? (Answer: NO!)
• 15 Machine Learning Projects GitHub for Beginners in 2021
• Access Job Recommendation System Project with Source Code

After you have completely solved the above-mentioned projects, proceed to the sample business analyst projects listed in this section to further enhance your skills. These projects are slightly more challenging as they are closer to real-world problems. So, please refer to the source code links for help.

Explore SQL Database Projects to Add them to Your Data Engineer Resume.

7) Prediction of Selling Price for different Products

You must have noticed a few brands sometimes send their loyal customers' coupon codes to attract them. These coupons are often customized according to their purchase history with the brand and thus the offer varies from customer to customer.

Project Idea: In this project, you will work on the dataset of a retail company to estimate the price at which a customer is likely to buy a specific product. Once that is complete, you will use your estimation to design offers for different customers. For the solution, you will use machine learning algorithms like Gradient Boosting Machines (GBM), XGBoost, Random Forest, and Neural Networks and use different metrics to test each of their performances.

You can add this project under the heading of business analyst finance projects on your resume to highlight the diversity of your skillset.

Source Code : Predict purchase amount of customers against various products

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8) Store Sales Prediction

In most firms, investors are usually external stakeholders that are not directly involved in the firm’s business but are definitely affected by it. And, it is the business analyst’s responsibility to keep the investors up-to-date with the existing and expected growth of the firm’s business model.

Project Idea: In this project, you will work on the dataset of 45 stores of the famous Walmart store chain. The goal is to predict the sales and revenue of different stores based on historical data. You will work with numeric and categorical feature variables and perform univariate & bivariate analysis to find the redundancy in variables. Additionally, you will learn the implementation of the ARIMA time series model and other machine learning models.

Source Code: Walmart Store Sales Forecasting

9) Analyzing Customer Churn

 It's the customer who pays the wages. --Henry Ford

Customer churn is painful for all the stakeholders in a company. A business analyst must thus look for ways in which the customer churn rate can be minimised. Additionally, they have to identify the cause behind customer churn to improving business growth. Having a fair idea of which customer is likely to churn out will help a business analyst develop better strategies.

Project Idea: In this project, you will be introduced to one of the popular classification machine learning algorithms , logistic regression. The goal is to use logistic regression for estimating the chances of churn for each customer. Through this project, you will get to explore different statistical methods, including confusion metric, recall, accuracy, precision, f1-score, AUC, and ROC.

Source Code: Churn Analysis for Streaming App using Logistic Regression

10) Estimating Future Inventory Demand

While inventory management does not directly fall in the bucket of a business analyst’s responsibilities, one may still find it there as inventory demand directly impacts several other aspects of a business including sales, marketing , finance, etc. With so many advancements taking place in the IT industry, a business analyst can easily use various tools to forecast the inventory demand. Project Idea: Through this project, you will explore the application of various machine learning models, including Bagging, Boosting, XGBoost, GBM, light GBM, and SVM for predicting the inventory demand of a bakery. This project will also introduce you to the implementation of autoML/H 2 0 and LSTM models.

Source Code: Inventory Demand Forecasting using Machine Learning in R

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11) Predicting Coupon Sales

In the previous section, we mentioned a project that will help you in creating customised coupons for a business’s customers. The next step will be to keep track of which coupons have been purchased. This will further help in understanding customer behaviour and preferences.

Project Idea: In this project, you will work on the dataset of one of Japan’s famous joint coupon websites, Recruit Ponpare. The goal is to estimate which coupons a customer is likely to buy based on their previous purchases and browsing behaviour on the website. You will use different graphical methods to visualise the data and various methods of handling missing values in a dataset. You will evaluate the cosine similarities of coupons and users and use them to make the desired predictions.

Source Code: Build a Coupon Purchase Prediction Model in R

12) Creating Product Bundles

Often when we visit a McDonald’s outlet, we intend to buy only a burger, but when we look at the meal menu, we end up buying the full mean instead of a single burger. This method of combining a few products and selling them as a single unit is called product bundling. It helps in increasing the sales of a business.

Project Idea: In this project, you will identify product bundles from the given sales data. While market basket analysis is commonly used for solving such problems, you will be using the time series clustering method. The two techniques will be compared to understand the significance of both methods.

Source Code: Identify Product Bundles from Sales Data

Recommended Reading: 50 Business Analyst Interview Questions and Answers

Professional Business Analysts planning to aim for senior roles will find business analyst projects samples in this section. A senior business analyst is often expected to possess knowledge of Big Data tools . Thus, you will find the projects described below rely on these tools.

13) Analyzing Log Files

If you are new to Big data projects and want to learn the basics of data analysis using Hive, then this project will be a good start. This simple project has been added to this section to prepare you for the next two projects.

Project Idea: This project is simply about analyzing log files of different users of a website. You will learn how to use Apache Hive to extract meaningful data insights by executing real-time queries.

Source Code: Hive Sample Projects-Learn data analysis using sample data for Hive

14) Retain Analytics

Retail Analytics refers to the complete analysis of various aspects of a business, including customer behavior and demands, supply chain analysis, sales, marketing, and inventory management. Such deeper analysis assists in deeply understanding the business model and smoothens various decision-making processes.

Project Idea: In this project, you will work with the Walmart stores dataset and use various Big Data techniques and tools to perform retail analytics. You will explore how to use tools like AWS EC2, Docker -composer, HDFS, Apache Hive, and MySQL for implementing the full solution.

Source Code: Retail Analytics Project Example using Sqoop, HDFS, and Hive

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15) Analyzing Airline Data

Data has become a huge asset for many industries, and the airline industry is no exception. They rely on big data to answer a few of the most vital questions like when the customers are likely to witness minimum delay in flight timings? Are older planes more prone to delays? etc. Project Idea: For this project, you will work on the dataset of an airline and find answers to questions like the ones mentioned above. You will be guided on how to ingest data and extract it using Cloudera VMware. After that, you will learn about preprocessing the data using Apache Pig. Next, you will use Hive for making tables and performing Exploratory Data Analysis. You will also get to explore the application of HCatloader and parquet through this project. Source Code: Hadoop Hive Project on Airline Dataset Analysis

Hey, Hey! The blog hasn’t ended yet. Going by what Steve Jobs said. “ ‘Learn continually. There's always “one more thing” to learn.’, we don’t want your learning journey to stop here. Check out more such Data Science Projects and Big Data projects from our repository to work on more exciting projects like the ones discussed in this blog.

About the Author

Manika Nagpal is a versatile professional with a strong background in both Physics and Data Science. As a Senior Analyst at ProjectPro, she leverages her expertise in data science and writing to create engaging and insightful blogs that help businesses and individuals stay up-to-date with the

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15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

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

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

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

Let’s dive in!

Table of Contents

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Why Does This Case Study Work?

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

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

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

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

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

Simplify content creation and brand management for your team

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

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Who wouldn't want that?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

6. How Workato Converts 75% of Their Qualified Leads

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Take a look at this product case study template below.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Visme creatively incorporates testimonials In this case study example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

How to Write a Case Study?

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

What Are the Stages of a Case Study?

The stages of a case study are;

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

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

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

Disadvantages of a case study:

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

What Are the Types of Case Studies?

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

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

How Long Should a Case Study Be?

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

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

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

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

Where Can I Find Case Study Examples?

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

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

Get More Out Of Your Case Studies With Visme

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

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

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

Easily create beautiful case studies and more with Visme

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Case studies

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Analysing case studies

Vanessa Van Der Ham 2014, Analysing case studies,  Massey University .

• Writing a case analysis Learn how to write a case analysis with this brief guide from UNSW Business School
• How to analyse a case study This guide from Pearson Education further demonstrates the steps in analysing a case study
• Business resources for students: Case studies This guide to case study analysis from Cengage Learning goes into detail on how to analyse a case

Library resources

Case study skills.

A series of tutorials discussing text-analysis and problem analysis tools to understand, interpret and validate understanding of different case situations.

Sage Research Methods Online

Explore methods and concepts to design research projects, understand particular methods or identify a new method, conduct research, and write up findings, with links over 100,000 pages of SAGE's book, journal and reference content.

Business Research : Enjoy Creating, Developing and Writing Your Business Project.

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How to Write a Business Case: Examples, Templates, and Checklists

By Joe Weller | April 24, 2019 (updated February 26, 2023)

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This article presents expert tips on how to write a business case. We also provide a checklist to prepare for, write, and present a business case, along with free, easy-to-use Word and PowerPoint business case templates.

Included on this page, you'll find details on how to write a business case , sections to include in your business case , a business case checklist , and business case presentation examples .

What Is a Business Case?

A business case is a formal, structured document; an informal, short document; or a verbal exchange that defines the benefits of an initiative or project.

In addition, a business case forecasts the costs, benefits, and risks of an initiative, so decision makers — and even the project initiators — can decide whether a project is worthwhile and why to choose one approach over similar strategies.

Jim Maholic has over 20 years of experience with IT strategy and business case development, including two stints as a CIO, two management positions with the Big Four consulting firms, and leadership positions at several technology companies.

He describes a business case in this way: “A business case is the full story that explains the ROI for a capital project. It begins with a statement of a business problem, then explores how we can solve it or what the value of solving it is. For example, ‘Our revenues aren’t rising as fast as they should,’ or ‘Inventory isn't turning over as fast as it should,’ or ‘Costs are too high.’ That's where the business case starts.

“Then, we find out how big this problem is. We talk to people in the company and find out what they think the value of solving the problem is. All this information is packaged into a story that says, ‘Here's the problem. Here's the value of solving the problem. Here's what it costs in hardware, software, or whatever. Here are the benefits. And here’s the whole story.’”

Business Cases Explain Why You Should Invest

A business case explains why stakeholders should invest in a project. The purpose of a business case contrasts with that of a project proposal , which provides a high-level outline of what you want to initiate and its benefits to the company, or that of a project plan , which explains how you execute a project. You should create your business case during the earliest stages of project planning .

A business case can also become a key document for a project manager when planning, creating milestones, and evaluating progress.

Other names and uses for business cases are financial justification, cost-benefit analysis (CBA) , total cost of ownership (TCO) analysis , and return on investment (ROI) analysis . Nonprofits and government entities sometimes refer to business cases as case statements .

What Is Business Case Analysis (BCA)?

A business case analysis (BCA) looks not only at lowest costs, but also at technical value and other nonquantitative factors in what is known as a best-value analysis . The BCA addresses the triple constraints of time, money, and scope, and it can include measures such as performance, reliability, viability, and supportability.

Although business case analysis is used interchangeably with business case , some experts consider the analysis to be part of the business case as a whole.

What Is a Business Case Used For?

A business case helps a company or an organization prepare for new ventures or changes. This document is a crucial building block of project success and underpins the foundations of  senior-level involvement and strong planning. Business cases summarize the benefits of an endeavor, clarifying a project’s business value to help stakeholders make decisions.

A good business case should focus less on the technology, domain knowledge, or specific deliverables and more on the users of a product and the goals of a project. In the same vein, a project manager should focus not only on creating output, but also on delivering value. An initiative can offer many types of value, including contributing to strategic aims, increasing efficiency, and supporting compliance. Insufficient attention to the details of a business case and the accompanying research can lead to poor project results.

Business cases usually describe these items:

• A business problem or opportunity
• Possible solutions and their benefits and disadvantages (sometimes known as disbenefits )
• Risks associated with the main solution
• Implementation timeline
• Consequences for implementing a solution and for retaining the status quo
• Resources required for the initiative or project

Advantages of a Business Case

A business case may seem like just another document destined for the shelf or the shredder, but it can offer real advantages:

• All stakeholders have similar expectations concerning the value and benefits of an initiative to an organization.
• You can convert a business case into a project plan with milestones. You increase the chances of a project’s success with planning.
• A business case becomes a gauge for determining whether an endeavor continues to offer value during execution and after a team produces a deliverable.
• Project planners can more easily establish objectives and goals.
• You can more easily discern success.
• Teams apply the right resources more efficiently.

Who Prepares a Business Case?

You might think that business cases are the purview of financial officers and accountants. In fact, people who have direct knowledge of processes and teams should be responsible for creating these documents.

Some pundits say that the individual who advocates change must enact the change, so anyone in any role could assume the responsibilities for producing a business case. This includes consultants, line managers, or IT managers. In some organizations, the project sponsor or project manager may guide the preparation of the business case and include input from relevant departments and SMEs.

When Do You Need a Business Case?

It’s no longer enough to complete a project and present a deliverable. In an economy that often seems as unstable as it was in 2008, stakeholders want to see that a deliverable creates value and benefits for an organization. This is particularly true for complex projects or those that  require justification for enlisting external resources. Public sector projects frequently need business cases.

What's in a Business Case?

A business case outlines for a decision maker the benefits and business value of a proposed initiative. The term business case frequently refers to a written document that is submitted for review or presented at a meeting, but can also apply to an informal, spoken proposal.

What Should Be in a Business Case?

A well-written business case flows logically from presenting a problem or opportunity through the advantages and disadvantages of solutions to describing the recommended solution. When you require great detail, you can chunk text into sub-sections so that the content is easier to scan, as well as faster and less overwhelming to read. Following are the common sections of a business case in sequential order:

• Executive summary
• Problem statement
• Analysis and financial details
• Recommendation

Many organizations have pre-established templates for writing business cases. If your organization doesn’t, search online for free, easy-to-use business case templates for construction business cases, one-page business cases, and more. Depending on the narrative needs of the business case, it can contain many possible sections:

• Preface: A preface may indicate the intended audience and any related documents.
• Table of Contents: If your document is delivered as a PDF file, consider hyperlinking your table of contents to the appropriate sections.
• What is the problem?
• What do you believe is the value of solving the problem?
• How much are you asking for?
• When will we start seeing benefits?

     “I’ve had some presentations that don't get beyond that first page,” Maholic muses.

• Description of the Product or Service: When proposing a new object or concept, detail what the deliverable is and how it works.
• A Problem Statement or Mission Statement: By describing the problem or the mission of the organization, you can contextualize the proposed initiative.
• Business Drivers for the Initiative: Indicate what benefits will contribute to the strategic aims of the organization.
• Finance Section: Explain how much the project will cost and whether it is affordable. Detail the cash flow. Describe the expenses to execute (or not execute) the project in a cost comparison against forecasted benefits. Conduct a sensitivity analysis , a technique for determining how the different values of an independent variable affect a dependent variable.
• Financial and nonfinancial benefits
• Quality improvements
• Cost savings through efficiencies
• Added revenue
• Competitiveness
• Improved customer services
• Options: What are the possible solutions to the problem? Usually, you narrow this list to 3 to 5 viable choices. Frequently, you include a “do nothing” option and a benchmark option. Some organizations require the do-nothing option; others require it only if the do-nothing option is a legitimate possibility. Quantify the benefits of each potential solution. Also, outline the risks, issues, and interdependencies for each solution.
• What is required?
• How is it done?
• Who does what?
• When will things happen?
• Assessments or Analysis: Your analysis should list assumptions and consider cash flow and costs. Describe the risks of the project and the plans to deal with them. Also, discuss how you will leverage opportunities. Describe the context of your undertaking using PESTLE (political, economic, sociological, technological, legal, and environmental) analysis.
• Project Approach: Detail the organization of the project, including governance and accountability, roles and responsibilities, and the schedule of progress reporting. Describe the purchasing strategy for completing the endeavor. Will you lease equipment? Rent office space? Hire contractors or employees?
• Recommendation and Next Steps: Note the recommended solution and immediate required action.
• Appendix: Add supporting documentation here, such as spreadsheets, charts, or drawings.

Considerations for Executive Presentations

The sections that comprise a business case may vary depending on your house style and the type of initiative. Jim Maholic says, “I package my business cases this way: I set up a one-hour meeting, so I have maybe 20 slides, but 10 to 15 slides are plenty. In reality, I might have 100 slides, but I add those in an appendix.” You may have credible supporting information, but you don’t want to bore your audience of decision makers by slogging through each slide.

“They might allocate an hour, but honestly, you're going to get their attention for 10 to 15 minutes, and then they'll start checking email and stuff,” Maholic adds. “You really have to be crisp in how you do this and know where you're going.

“Start with, ‘We have this problem,’ followed by, ‘Here are the people that we talked to who validated that this is a problem. They offered ideas about solving this problem, so we could see this substantial benefit,’” he notes.

“What matters in an executive meeting is that I answer the main questions: What is the problem? What is the cost of not solving it? What are the benefits of solving it? And when do we see the benefits? You may address additional questions later in the meeting or after the meeting, on an individual, offline basis,” Maholic says.

Business Case Templates

Using templates, you can more easily create business cases because you can focus on your research and fill in the blanks. The following free, downloadable templates are customizable for your organization’s needs.

Business Case Presentation Template

You can lengthen this short PowerPoint presentation template to accommodate more detail. The business case presentation template includes spaces for describing the following elements: the project name, the executive summary, the project description, the financials, the recommended solution, the assumptions and dependencies, the options, and the benefits.

‌ Download Business Case Presentation Template - PowerPoint

Simple Business Case Template

A simple business case template serves a small project or a small organization. It can cover extensive details if necessary. It includes spaces for describing the following elements of the case: the title, the executive summary, the business objective, the target users, the financials and costs, the assumptions and dependencies, the implementation strategy, the required resources, and the project governance and reporting.

Download Simple Business Case Template

Word | PDF  | Smartsheet

Healthcare Business Case Template

A healthcare business case template helps you explain the current setup and how the proposed solution can create improvements. It provides space for a one-page executive summary, context for the problem or opportunity, a description of the current situation, an explanation of the proposed changes, and details of how the changes can affect your organization and any other entities.

Download Healthcare Business Case Template

Word | Google Docs

New Product Business Case Template

A new product business case template explores the business landscape for a new product or service. In addition to the meta information, such as the title, the author, and the executive summary, the template includes space to describe the current mission statement, the proposed product or service, the marketing strategy, an analysis of competitors, SWOT analysis , an overview of the implementation plan, and financial details.

Download New Product Business Case Template

Preparing to Write the Business Case

You can expedite your business process by understanding business case structure and using a template. In addition, having the correct perspective and following best practices can contribute to your success.

Why Are You Doing the Project?

Before you start researching and writing, understand why you want to initiate a project. The goal of a project is to solve problems. What is a problem? A problem prevents your organization from achieving its full potential. To begin, determine what problem the project is trying to solve.

Projects have deliverables, whether tangible or intangible. Think of an outcome as the result created by the deliverables. Benefits represent quantifiable improvements derived from an outcome. When a customer or team member can leverage these benefits, they become advantages.

Do Your Business Case Research

To start, review the mission statement(s) for the organization or the project. Identify the sources of data for your business case. One way to encourage the acceptance of your proposal is to discuss your rough estimates of the costs and resources with a project sponsor or customer before you embark on the business case. This helps you and the sponsor understand each other’s expectations and lessens the chance of sticker shock during the executive presentation. Then interview the people who conduct the day-to-day work and get their perspective on problems and possible solutions.

Do the Business Case Math

You must consider whether the returns justify the request. “If we're asking for $3 million, we've got to show that the project benefits far exceed that amount,” asserts Maholic. “With returns of $10, $15, or $20 million, you're going to get their attention. If you say the benefits are $300 million, they're going to think you've fallen off the truck somewhere, because that's not realistic. On the other hand, if you show benefits of $3.5 million for a cost of $3 million, that's probably not going to beat the projected return of any other project that comes across their desk.”

Consider Who the Business Case Is For

Whether the business case comes in document form or as a presentation, the project sponsor and key stakeholders will study it. Consider the key audience for each section of your document and write with that audience in mind.

The most convincing arguments for projects are those that your team can initiate and wrap up within six months, as well as produce considerable quantifiable results. Especially when big money is on the table, your proposal will compete with others from different departments. “No company has all the money it wants to invest in everything — it has to prioritize. The business case helps evaluate what the return will be for each of the projects that comes across the board's desk for approval,” explains Maholic.

Furthermore, a business case presents estimates. A business case should be built on sound research, but no one has a lock on certitude. “I think first-time business case writers in particular get caught up in building some great story. But seasoned executives get requests all the time, and they're not buffaloed by clever-sounding words or fancy spreadsheets,” Maholic cautions.

“Your ideas have to be rooted in something sensible, not just, ‘I bet we can raise revenues by 15 percent,’” he explains. Grand plans may be possible, but the key, according to Maholic, is to help decision makers understand how it is possible.

How Do You Write a Business Case?

When you have the main questions in mind and a sense of the required sections and format, you can begin to write. Consider limiting the number of authors to ensure an effective writing effort that’s consistent in style and voice. Then follow these tips:

• Concisely cover the core content with enough detail, so stakeholders can make an informed decision.
• Compare options, so decision makers understand the landscape.
• Be clear, concise, and captivating.
• Avoid jargon as much as possible.
• Demonstrate the value of the project to the business by creating a credible and accurate argument.
• Clearly describe the landscape for the initiative, including its dependencies. Enumerating these dependencies is crucial because contextual changes can alter the project parameters or eliminate the need for the project altogether.
• Focus on the business and the business value rather than the knowledge domain covered by the intended project deliverable.

How Do You Know You Have Enough Detail?

You determine the length of your business cases according to the scope and complexity of your proposed endeavour. A complex project means a long business case; a small, short project means a short business case.

However, Maholic cautions against adding too much detail — conciseness can be a challenge. “You may take 4 to 6 weeks to create a business. You might talk to 50 or 100 people. There's this gnawing urge in some people to show everything they've collected in the executive presentation. Look how hard we worked. Look how smart I am . That's just awful.

“You have enough data and slides when you can answer those 4 or 5 basic questions. There may be 100 other slides, but those are supporting detail,” he says.

Common Mistakes in Writing Business Cases

You can strengthen your business case by avoiding common mistakes:

• Forget What Your White Papers Say: Maholic finds that when salespeople create cases for customers, they frequently rely on the benefits outlined in a product’s white papers. He notes, “Saying your product cuts costs by Y percent is a great place to start, but it has to be balanced by what's in front of you regarding a particular customer.” He continues, “As a salesperson, you may say that your product can increase revenue by 5 percent. That may be true for past customers, but this particular customer may have three straight years of declining revenues. It's silly to say that a product is going to both arrest a decline and bump up revenue by 5 percent. You have to think things through. That’s the analysis part. You can't just mouth off.”
• Spreadsheets Are not the Main Show: "Too often, I think, people hear business case , and they jump right to building a spreadsheet,” Maholic says. “They're eager to build the mother of all spreadsheets and show how smart they are by demonstrating the mother of all spreadsheets. While certainly spreadsheets are necessary to show the math, the spreadsheet is only a small part of the solution. Spreadsheets don't really articulate the problem or indicate who you talked to or what you analyzed to get to that solution,” he adds.
• Arguments Do not Equal More Money: Sometimes, people believe that a strong case justifies a more generous price tag. Not so, says Maholic: “As a decision maker, having a better business case doesn't mean I'm going to roll over and say, ‘Sure, you can charge me an extra million dollars.’ A good business case means the project has the value to go forward. Now, we're going to start negotiating and I'm still going to work to get the best price I can. People who've done business cases before know that. But people who are new to them don't completely understand that.”
• Remember That It’s About Value, Not About Toys: For startups, the coolness factor of the technology or product may carry some weight, but for most organizations, a business case must focus on the business value without getting lost in the domain knowledge and technical details. Maholic explains: “Nobody at the executive level cares what the throughput ratio is of this process or that stack. What they want to know is, ‘Do I get revenue more quickly? Do I cut costs more deeply? Tell me what the value of doing X is, and then you can go off and buy whatever toys you want to in order to do X.’”

Steps to Produce a Business Case

Your organization may have a tribal understanding of the best process for creating a business case. Some employees may advocate for following the Ds , which refer to the steps to produce a business case. The Ds can include as many as six steps, but generally focus on these four:

• Discover your problem or opportunity.
• Design your solutions and alternatives.
• Develop the details that describe the pros and cons of each potential solution.
• Deploy the business case.

Some advocates add the Define step to the beginning of the process and the Deliver step to the end. For best results, create your business case in the following order:

• Determine your problem or opportunity.
• Research the context for your proposal as appropriate: When developing a new product, your research may focus on the market; when acquiring new training or software, you may review current internal processes; and when making a new purchase, you may interview dozens of team members who use current tools and procedures.
• Compare alternative approaches and recommend the most appropriate strategy.
• Gather supporting data and evidence for the recommended approach.
• Write the business case.
• Write the executive summary.
• Edit your business case draft.
• Present your business case to either the final authority or the personnel who will be instrumental in implementing the case plan.

‌ Download Business Case Process Checklist  

The Business Case in Project Development

Contrary to what you might imagine, the business case can be a living document. Starting with the review process, stakeholders may reject, cancel, postpone, accept, or adjust the business case. To some extent, the business case becomes the guidebook for your initiative. Stakeholders and the project manager should refer to the business case throughout the lifecycle of the project to ensure that efforts (and intentions) remain on track.

What Are the Features of a Project Business Case?

A well-considered business case offers the following characteristics: an easy-to-understand description of the business value of the initiative and the immediate benefits of the project, including details of the positive impact on organizational strategy.

How Do You Analyze a Business Case?

In university-level business schools, business case studies (or case studies) function as teaching tools to help students use their analytic skills. Case studies describe a company and how it employs a solution. Following is the suggested approach for students analyzing a case:

• Review the case in detail. Identify the key issues.
• Determine 2 to 5 essential problems.
• Look for solutions to those problems.
• Describe your recommended solution.

What Is a Full Business Case?

A business case is a structured, detailed document that presents the justification for the commitment of financial and other resources to an endeavor. Business cases help you gain the support of management and other stakeholders, as well as approval for projects and programs.

What Is a Business Case in Project Management?

An approved business case can have a long life. Although the project sponsor ultimately owns the business case, it is the project manager who uses the business case as the guidebook for expectations and dependencies. In addition, the business case becomes an important document in an organization’s project portfolio management process. During this process, a company balances its resources with its strategic objectives to determine the livelihood of all the projects it undertakes.

History and Origins of Business Cases

The formal business case has its roots in 19th-century Europe, particularly with the work of French-Italian engineer-economist Jules Dupuit. His contribution included statistical tools to identify, measure, and value the benefits beyond merely determining the lowest bidder. Specifically, Dupuit is credited with inventing what he called the benefit-cost analysis . Today, professionals recognize the value of business cases outside of public works and government. Both nonprofit and for-profit organizations regularly use business cases.

Resources and Examples for Creating Your Business Case

If you’re new to business cases, you don’t have to start empty-handed. We offer resources to help you begin writing. Please see the following examples and templates:

• Here’s an example of a business case in a classic document format . This particular business case argues against a capital investment.
• This example presents three business cases for one higher education department . The  presentation comes in a slide format.
• In this article, Jim Maholic offers a template for creating your business case .

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Business Analyst

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Work experience is not a requirement for the CBAP and CCBA practice tests. These tests are designed to help all candidates, regardless of their professional background, prepare for the certification exams. However, work experience is necessary to sit for the actual CBAP and CCBA certification exams.

For the CBAP exam, candidates need over five years of work experience in business analysis, and for the CCBA exam, candidates need at least three years of work experience in business analysis.​

Will I receive individual certificates for the courses covered under this business analyst certification program?

Yes, candidates receive individual certificates for each business analytics training program. However, they must ensure the courses are completed and all the associated industry projects are submitted.

Business Analyst Certification Learning Path

Accelerate your business analyst career with this program. Acquire proficiency in core business analysis, modeling, and reporting skills through hands-on projects, Harvard Business Publishing case studies, and a capstone project. Become industry-ready with IIBA-accredited CBAP and CCBA courses.

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Learn Business Analysis concepts with help of real-world case studies authored by HBS professors and other top business school educators. These case studies will help you analyze business situations and different aspects of managerial decision-making to help you solve business problems.

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Case Studies and Projects

Pearson successmaker.

[Harvard Case Study] Step into shoes of the VP of Product at Pearson, to transform the product development processes to better meet the needs of customers in the education market.

Amazon Facing Low Customer Satisfaction in Singapore

[Harvard Case Study] As the lead analyst at the ISE, analyse customer surveys to identify the factors behind why Amazon ranked last in terms of customer satisfaction in Singapore.

Canteen Ordering System for Unilever

Design an online portal for Unilever Canteen that enables employees to order food online to decrease employee waiting time and increase the chance of getting preferred food items.

Library Management System for Stanford

Design a library management software for Stanford University to automate library activities like providing accurate information regarding any book, magazine, and research papers.

WhatsApp Pay

Help WhatsApp design a business model to help at least one million users get on board with the WhatsApp Pay feature within the first three months of its launch.

Hospital Management System for The Mayo Clinic

Design a hospital management system for Mayo Clinic to manage and coordinate cross-departmental administrative activities like patient records, bed availability, and more.

Amazon Online Pantry

Help Amazon capture the requirements to introduce Pantry as a new feature into its existing business model to accommodate the global market demand for daily essential products.

EFixed Deposits

Help a leading global bank design an eFixed deposit feature on their existing web portal to transform them into a 100 percent online bank.

Restaurant Management System

Design a restaurant management system to capture their daily sales across multiple locations to help them analyze the demand and update their menu accordingly.

Disclaimer - The projects have been built leveraging real publicly available data-sets of the mentioned organizations.

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Program advisors.

Bryan Campbell

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Mohammed Bilal

Product ownership and business analysis, career growth stories.

I had a fantastic and unique learning experience with Simplilearn's online lessons. The self-paced classes allowed me to take lessons whenever it was convenient for me. I was very impressed by the instructors because they were experts in their domains and had a ton of practical experience. The industry experts as instructors was one of the features of Simplilearn that I cherished the most.

George Jennings

Kapil Kashyap

Tarique Ali Kazi

Join the Business Analyst Industry

The global Business Analytics Market is expected to grow from USD 67.92 billion in 2019 to USD 103.65 billion by 2025, at a CAGR of 7.3%.(source : mordorintelligence.com).

Of Business Analysis Profile By 2028

Companies plan to hire more Business Analysts

Average Salary

Hiring Companies

Batch Profile

This program caters to working professionals from a variety of industries and backgrounds; the diversity of our students adds richness to class discussions and interactions.

• Work Experience The class maintains an impressive diversity across work experience and roles Designation Breakup Freshers - 20% Engineer - 15% Associate/Consultant - 35% Manager - 10% Executive - 5% Others - 15% Total Years of Experience Less than 3 years - 55% 3-5 years - 30% 5-8 years - 10% 8+ years - 5%

Learner Reviews

The admission fee for this Business Analyst Program is € 1,299

Pay in Installments

You can pay monthly installments for Programs using Splitit payment option with 0% interest and no hidden fee.

Financing Options

We provide the following options for one-time payment

• Credit Card

Business Analyst Training FAQs

What is a business analyst course.

A business analyst course is a structured program that teaches individuals the skills and knowledge to analyze business needs, identify solutions, and implement changes effectively. These courses typically cover requirements gathering, process modeling, data analysis, and communication techniques. Enrolling in one can help you prepare for a business analysis certification, enhancing your qualifications and career prospects as a business analyst.

How do you get business analyst certification?

To achieve a business analyst certification, you can sign up for courses by Simplilearn, which offers thorough training. To authenticate your business analysis skills and professional expertise, you must first master the fundamental BA principles, tools, and procedures before completing a certification test like the CBAP or PMI-PBA.

Who can do the business analyst course?

This online business analyst course is ideal for new and experienced professionals from diverse educational backgrounds who possess an analytical mindset and seek to enhance their skills in learning business analysis. Professionals from disciplines such as IT, finance, investment banking, and business can benefit from these business analysis courses, whether they are looking to enter the field of business analysis or advance their career within the industry as a business analyst manager or even project managers.

Who are the instructors for this business analyst training program?

We have partnered with only the most highly qualified instructors for this business analyst course. Our rigorous selection process includes profile screening, technical evaluation, and a training demo. We also ensure that only trainers with a high alumni rating remain on our faculty.

How do I enroll in the business analyst training course?

To join the business analyst training program, please complete the application form on the course page. Payment can be made securely online using Visa credit or debit card, MasterCard, American Express, Diner’s Club, or PayPal. Once payment is processed, you will receive a receipt and access details will be emailed.

How much do business analysts make?

Many factors determine how much you can earn as a certified business analyst, including your experience with data, business level or domain knowledge, and other practical concerns such as your location. A business analyst in different countries earns the following annual average pay.

• India – $70,660
• USA - $105,000
• UK - £45,263
• Australia - AU$83,651
• New York - $123,795
• Wisconsin - $104,717

What can I expect from the business analyst certification course?

Simplilearn's business analyst program has been cited as one of the best online courses by its alumni. In addition to e-learning content for every module and a discussion board moderated by industry experts, this course also offers monthly mentoring sessions. 

This CBAP certification will train you on all three aspects of business analysis: planning and monitoring, requirements elicitation, and requirements management and communication. You can also improve your analytical skills and learn the latest tools, work on real-world projects, and attend masterclasses conducted by experts from IBM.

What is BABOK®? And what does it cover?

BABOK® is a guide to the Business Analysis Body of Knowledge® (BABOK® Guide), which helps business analysts achieve better strategic, tactical, and operational outcomes. It covers knowledge areas, techniques, and perspectives that represent the majority of business analysts' tasks and focuses on functions and techniques specific to the initiative's context.

The BABOK guide describes six knowledge areas that represent the daily tasks performed by a business analyst:

• Business Analysis Planning and Monitoring
• Requirements Analysis and Design Definition

What is the refund policy for this business analyst certification?

We will provide you with a complete refund after deducting the administration fee. To learn more, please refer to our refund policy .

What is covered under the 24/7 Support promise?

We offer 24/7 support through email, chat, and calls . Our dedicated team also provides on-demand assistance through our community forum. You will have lifetime access to the community forum, even after completing your Business Analyst Master’s Program with us.

Are there any other online courses Simplilearn offers under Business and Leadership?

Simplilearn offers a variety of master’s, post-graduate, and certification courses that one can pursue after completing the Business Analyst Program. You can further enhance your skills with post-graduate programs and advanced certification training courses that dive deeper into specialized areas of Business and Leadership. These targeted courses focused on mastering key tools and technologies within Business and Leadership are designed to build on your existing knowledge and help you stay ahead of the competition.

Similar programs that we offer under Business and Leadership

• Post Graduation in Business Analytics
• Product Management Training
• Product Management Program
• CBAP Certification
• Business Analysis Basics

Does Simplilearn have corporate training solutions?

Simplilearn for Business works with Fortune 500 and mid-sized companies to provide their workforce with digital skills solutions for talent development. We offer diverse corporate training solutions, from short skill-based certification training to role-based learning paths. We also offer Simplilearn Learning Hub+ - a learning library with unlimited live and interactive solutions for the entire organization. Our curriculum consultants work with each client to select and deploy the learning solutions that best meet their teams’ needs and objectives.

What do people think about Simplilearn’s Business Analyst Program?

Simplilearn continually receives positive reviews from its alumni for its Business Analyst Program . Learners praise its practical, hands-on approach, industry-aligned curriculum, and expert instructors. Many users highlight the value of the globally recognized certificates and the flexible learning options that suit working professionals. You can check out the Simplilearn alumni review page to get a better understanding of Simplilearn’s Business Analyst Program .

Will missing a live class affect my ability to complete the course?

No, missing a live class will not affect your ability to complete the course. With our 'flexi-learn' feature, you can watch the recorded session of any missed class at your convenience. This allows you to stay up-to-date with the course content and meet the necessary requirements to progress and earn your certificate. Simply visit the Simplilearn learning platform, select the missed class, and watch the recording to have your attendance marked.

To qualify as a business analyst, which degree or certification should you ideally have?

Ideally, a degree in business, IT, or a related field, along with a certification like CBAP, is recommended to qualify as a business analyst. Simplilearn’s business analyst certification is a great way to become certified.

Related Programs

Post Graduate Program in Business Analysis

• PMP, PMI, PMBOK, CAPM, PgMP, PfMP, ACP, PBA, RMP, SP, and OPM3 are registered marks of the Project Management Institute, Inc.