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One of the best ways to prepare for   case interviews  at firms like McKinsey, BCG, or Bain, is by studying case interview examples. 

There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.

The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.

• McKinsey examples
• BCG examples
• Bain examples
• Deloitte examples
• Other firms' examples
• Case books from consulting clubs
• Case interview preparation

Click here to practise 1-on-1 with MBB ex-interviewers

1. mckinsey case interview examples.

• Beautify case interview (McKinsey website)
• Diconsa case interview (McKinsey website)
• Electro-light case interview (McKinsey website)
• GlobaPharm case interview (McKinsey website)
• National Education case interview (McKinsey website)
• Talbot Trucks case interview (McKinsey website)
• Shops Corporation case interview (McKinsey website)
• Conservation Forever case interview (McKinsey website)
• McKinsey case interview guide (by IGotAnOffer)
• Profitability case with ex-McKinsey manager (by IGotAnOffer)
• McKinsey live case interview extract (by IGotAnOffer) - See below

2. BCG case interview examples

• Foods Inc and GenCo case samples  (BCG website)
• Chateau Boomerang written case interview  (BCG website)
• BCG case interview guide (by IGotAnOffer)
• Written cases guide (by IGotAnOffer)
• BCG live case interview with notes (by IGotAnOffer)
• BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
• BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below

3. Bain case interview examples

• CoffeeCo practice case (Bain website)
• FashionCo practice case (Bain website)
• Associate Consultant mock interview video (Bain website)
• Consultant mock interview video (Bain website)
• Written case interview tips (Bain website)
• Bain case interview guide   (by IGotAnOffer)
• Digital transformation case with ex-Bain consultant
• Bain case mock interview with ex-Bain manager (below)

4. Deloitte case interview examples

• Engagement Strategy practice case (Deloitte website)
• Recreation Unlimited practice case (Deloitte website)
• Strategic Vision practice case (Deloitte website)
• Retail Strategy practice case  (Deloitte website)
• Finance Strategy practice case  (Deloitte website)
• Talent Management practice case (Deloitte website)
• Enterprise Resource Management practice case (Deloitte website)
• Footloose written case  (by Deloitte)
• Deloitte case interview guide (by IGotAnOffer)

5. Accenture case interview examples

• Case interview workbook (by Accenture)
• Accenture case interview guide (by IGotAnOffer)

6. OC&C case interview examples

• Leisure Club case example (by OC&C)
• Imported Spirits case example (by OC&C)

7. Oliver Wyman case interview examples

• Wumbleworld case sample (Oliver Wyman website)
• Aqualine case sample (Oliver Wyman website)
• Oliver Wyman case interview guide (by IGotAnOffer)

8. A.T. Kearney case interview examples

• Promotion planning case question (A.T. Kearney website)
• Consulting case book and examples (by A.T. Kearney)
• AT Kearney case interview guide (by IGotAnOffer)

9. Strategy& / PWC case interview examples

• Presentation overview with sample questions (by Strategy& / PWC)
• Strategy& / PWC case interview guide (by IGotAnOffer)

10. L.E.K. Consulting case interview examples

• Case interview example video walkthrough   (L.E.K. website)
• Market sizing case example video walkthrough  (L.E.K. website)

11. Roland Berger case interview examples

• Transit oriented development case webinar part 1  (Roland Berger website)
• Transit oriented development case webinar part 2   (Roland Berger website)
• 3D printed hip implants case webinar part 1   (Roland Berger website)
• 3D printed hip implants case webinar part 2   (Roland Berger website)
• Roland Berger case interview guide   (by IGotAnOffer)

12. Capital One case interview examples

• Case interview example video walkthrough  (Capital One website)
• Capital One case interview guide (by IGotAnOffer)

12. EY Parthenon case interview examples

• Candidate-led case example with feedback (by IGotAnOffer)

14. Consulting clubs case interview examples

• Berkeley case book (2006)
• Columbia case book (2006)
• Darden case book (2012)
• Darden case book (2018)
• Duke case book (2010)
• Duke case book (2014)
• ESADE case book (2011)
• Goizueta case book (2006)
• Illinois case book (2015)
• LBS case book (2006)
• MIT case book (2001)
• Notre Dame case book (2017)
• Ross case book (2010)
• Wharton case book (2010)

Practice with experts

Using case interview examples is a key part of your interview preparation, but it isn’t enough.

At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!

Related articles:

• Strategy Templates

Consulting Templates

• Market Analysis Templates

• Business Case

• Consulting Proposal

• Due Diligence Report

All Templates

54 real bcg presentations, free to download.

Table of contents

When creating a new presentation or project report it can be helpful to see how others have done it in the past. 

Here, we have gathered some slide decks from BCG (The Boston Consulting Group) that are publicly available across the internet. To make it easier for you to get an overview, we've divided them into categories and sorted them chronologically.

Some of the decks are .pptx-files but most are .pdf or only available in an online version. There are several longer, interesting client reports but be aware that these are for the most part older. In addition, there are several industry reports and conference/speaker decks, as well as a full-length client proposal.

You can find similar lists of presentations for McKinsey here and Bain here .

If you want to see some recent real-life consulting slides used with corporate clients, go to our templates to get specific full-length case examples related to each topic.

Full list of available presentations:

Client projects:

• BCG - San Pedro Bay Clean Truck Program: CTP options analysis (2008)
• BCG - Port of Los Angeles Clean Truck Program: Presentation to the Los Angeles Board of Harbor Commissioners (2008)
• BCG - Value guided healthcare as a platform for industrial development in Sweden - feasibility study: Conference presentation (2009)
• BCG - Value guided healthcare as a platform for industrial development in Sweden - feasibility study: Final Documentation (2009)
• BCG - Project US Mail Volumes to 2020 (2010)
• BCG - Healthcare System Reform and Short-term Opportunities - Iceland Health Care System project (2011)
• BCG - BCG Assessment of Pathways to Education - Executive Summary (2011)
• BCG - Study on enhancing the competitiveness of the iron and steel industry in Malaysia: Final report (2012)
• BCG - Evaluating NYC media sector development and setting the stage for future growth: Final Report (2012)
• BCG - Reshaping NYCHA support functions - BCG Engagement: key findings and recommendations (2012)
• BCG - The Open Education Resources ecosystem: An evaluation of the OER movement’s current state and its progress toward mainstream adoption (2013)
• BCG - Unlocking the growth opportunity of the 'Responsible Consumer' - Unilever work session (2015)
• BCG - Victoria's Creative and Cultural Economy - Fact Pack (2015)
• BCG - Corporate Ventures in Sweden: How to improve the connection between Swedish start-ups and corporations? (2016)
• BCG - Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare - Presentation of findings to City Council (2016)
• BCG - Melbourne as a Global Cultural Destination - Final Report (Summary) (2017)
• BCG - Nursing FacilityTask Force: Massachusetts Healthcare Collaborative (2019)
• BCG - Campus Reopening Guide (2020)
• BCG - The Economic Impact of Ford and the F-Series (2020)
• BCG - Interoperables Verfahren für Internet und mobile Zahlungen: Angebot zur Erstellung eines Feinkonzepts (2012)

Industry reports/market overviews:

• BCG - The Innovation Bottom Line: How Sustainability is Paying Off (2013)
• BCG - Smart Cities – how to master the world's biggest growth challenge (2014)
• BCG - True-Luxury Global Consumer Insight (2015)
• BCG - The Media and Entertainment Industry in NYC: Trends and Recommendations for the Future (2015)
• BCG - Sprinting to Value in Industry 4.0: Perspectives from and Implications for U.S. Manufacturers (2016)
• BCG - Next Generation Manufacturing - Winning through Technology & Innovation (2016)
• BCG - The True-Luxury Global Consumer Insight (2017)
• BCG - Decoding the digital opportunity in retail (2017)
• BCG - Bringing innovation to the front-line - Vector Control market features and incentives for innovation (2017)
• BCG - The Electric Car Tipping Point (2017)
• BCG - The Role of The Regulator in Enabling Digitization of The Insurance Industry (2017)
• BCG - Decoding the Chinese Internet 2.0: Get Ready for the Next Chapter (2017)
• BCG - What AI & Advanced Analytics mean for strategy (2018)
• BCG - Shifting Trade Rules and the Future of North America's Auto Industry (2018)
• BCG - Global Challengers 2018: Digital Leapfrogs - Research Highlights (2018)
• BCG - Russian Consumers and the New Economic Reality: Russian Consumer Sentiment 2018 (2018)
• BCG - The Great Mobility Tech Race - Winning the battle for future profits (2018)
• BCG - Transforming retail through advanced analytics & AI (2018)
• BCG - 2018 True-Luxury Global Consumer Insight (2018)
• BCG - Understanding the path to digital marketing maturity - Digital Marketing Maturity study - Australia & New Zealand (2018)
• BCG - Digital consumer spending in India: A $100 Bn opportunity (Google collaboration) (2018)
• BCG - The Bionic Future (2019)
• BCG - Seven Forces Reshaping Enterprise Software (2019)
• BCG - Decoding the Chinese Internet 2.0: Get Ready for the Next Chapter (2019)
• BCG - Leading in an Era of Constant Change - The Head, Heart, and Hands of Transformational Leadership (2019)
• BCG - The Role of New, Renewable and Clean Energy in Achieving SDG7: Policy, Investment, Technology (2019)
• BCG - In support of the APS Review: Future trends and scenario planning to 2030 - Appendix – APS Megatrend Survey (2019)
• BCG - The end of management as we know it? - Could agile can be an antidote to this existential crisis? (2019)
• BCG - COVID-19 - Urban Mobility Is Evolving in Unexpected Ways (2020)
• BCG - Retail Banking in the New Reality (2020)
• BCG - COVID-19 Therapies and Vaccines (2020)
• BCG - US CPG Growth Leaders: Who they are and why they win (2020)
• BCG - Fast-moving consumer goods: Driving value creation in an era of disruption (2020)
• BCG - BCG Telco Sustainability Index 2020 (2021)
• BCG - Global Restart: Key Dynamics COVID-19 BCG Perspectives Series (2020)
• BCG - What’s Chipping Away at Automotive Production (2021)
• BCG - The Race for Innovation Executive Perspectives (2021)
• BCG - IT Services - The Rates of Success, Goals, and Future Priorities of Digital Transformations, by Sector (2022)
• BCG - BCG Investor Perspectives Series Pulse Check #21 (2022)
• BCG - The Future of Sales and Marketing Is Here Executive Perspectives (2022)

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Blog Business How to Present a Case Study like a Pro (With Examples)

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

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

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

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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6 Consulting Pitch Deck Examples to Win Clients (+Templates)

Explore top consulting pitch deck examples and templates and learn how to create compelling consulting decks that captivate clients and close deals effectively.

9 minute read

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Short answer

What is a consulting pitch deck?

A consulting pitch deck is a focused presentation designed for consultants to highlight their skills, services, and unique solutions to prospective clients. It's a strategic tool for building client relationships and demonstrating how they can solve specific business challenges.

A mediocre consulting pitch deck could be costing you clients

As a consulting wizard, you can quickly understand and address client issues. But when it's showtime, does your pitch truly reflect your expertise?

Too often, even skilled consultants often miss out on closing deals due to unimpressive presentations. This disconnect between your skills and how you showcase them can make or break client relationships.

An underwhelming pitch deck misses the mark in winning clients and can tarnish your professional image.

But don't worry, I've got you covered! In this post, I'll teach you how to create consulting pitch decks that tell the story of your business, complete with real-life examples and easy-to-use templates. No more deals slipping through your fingers!

Let’s get started!

What to include in a consulting pitch deck?

Creating a consulting pitch deck is more than just showcasing your services; it's about mapping out a path to success for your clients.

A compelling pitch deck is key to gaining a client's trust and securing their business. Here's what you need to include to craft a pitch deck that truly makes an impact.

9 essential slides of a consulting pitch deck:

• Executive summ ary: Kick off with a brief yet powerful summary that pinpoints the client's issues and your strategic solutions.
• Your Unique Value Proposition: Illustrate what sets you apart. Focus on your unique skills and how they benefit the client's specific situation.
• Action plan: Outline the precise steps and methods you'll employ to tackle the project's objectives.
• Goals: Define the achievements and milestones you plan to hit with your consulting services.
• Expected results: Clarify what the client will gain, detailing the tangible outputs of the project.
• Project timeline: Map out a clear, achievable timeline for the project, setting realistic milestones.
• Pricing details: Clearly state your fees, including any flexible payment options or conditions.
• Terms and conditions: Lay out the terms of your service to ensure mutual understanding and agreement.
• Next steps: Conclude with a straightforward call to action, guiding the client on the next steps after the pitch.

What is the best consulting pitch deck format?

Finding the right format for your consulting pitch deck is like choosing the perfect outfit for a key meeting – it needs to impress.

Traditional formats like Word documents or PDFs, while great for detailed content and printing, often fall short in today's fast-paced, digital world. They can be clunky and less user-friendly, especially for tech-savvy audiences.

Switching to a more interactive, visually engaging format can elevate your pitch deck from good to unforgettable.

Here's a comparison of the most popular formats:

The key advantages of interactive formats:

Engagement boosters: Interactive decks are all about making your audience part of the story. With features like clickable elements and embedded videos, they turn a passive viewing experience into an active exploration.

Visual storytelling: These formats shine in presenting data in a visually engaging way. Complex information becomes easy to grasp and attractive, thanks to well-designed charts and infographics.

Personalized experience: The beauty of interactive formats lies in their adaptability. You can tweak each deck to resonate with your client's brand and needs, making every presentation feel tailor-made.

On-the-go accessibility: In our mobile-centric world, being able to access and share your pitch on any device is a superpower. Interactive decks are perfect for this, offering convenience without compromising on quality.

You can see the difference between static and interactive below. Which deck would you rather read?

Consulting pitch deck examples that clinch deals

Creating a consulting pitch deck is like building a bridge between your expertise and the client's needs. In this section, I’ve prepared the best examples of consulting pitch decks that successfully make this connection.

We'll examine what elevates each example – from their clear articulation of value to their visually engaging and structured approach.

NOTE: These are imagined decks that are usable as templates. They're tried and tested, designed with best practices in mind, and are fit for every device.

Consulting agency pitch deck

This pitch deck from Unicornis Consulting is a prime example of how to effectively communicate a consulting firm's value proposition, focusing on strategic insights, operational efficiency, and custom solutions.

What makes this consulting pitch deck great:

• Embedded case study: The deck includes a detailed case study, providing real-world evidence of their impact.
• Interactive data visualization: It utilizes engaging charts and graphs to illustrate business efficiency improvements.
• Smart Call-to-Action (CTA): It concludes with a compelling CTA that lets clients book a meeting directly from the deck.

Consulting service pitch deck

SpoonCo Consulting's pitch deck stands out for its innovative approach to addressing modern business challenges, emphasizing custom solutions, data-driven insights, and change management.

• Scroll-based design: The pitch deck offers an intuitive, easy-to-navigate format that enhances user experience.
• Dynamic graphs and running numbers: It uses visually appealing data representation to convey complex information.

Customizable sections: The deck allows for easy adaptation to reflect specific client needs and branding.

Design consulting pitch deck

MirabiliX's pitch deck highlights their design expertise through strategic branding, visual consistency, and innovative concepts, presented in a visually engaging format.

• Visual storytelling: It employs compelling imagery and design elements to showcase branding expertise.
• Narrative flow: The deck's structure tells a cohesive story, guiding clients through the proposed solutions.

Interactive elements: It engages clients with clickable features for a more interactive experience.

Dark theme consulting pitch deck

InnovateX's pitch deck showcases their innovative consulting solutions with a blend of modern features, including a video cover and easy-to-personalize content.

• Narrator slide: The deck directs the reader's attention effectively, ensuring key points are highlighted through guided narration.
• Video on the cover: It captures attention immediately with a dynamic video introduction.

Dynamic personalization: It features the ability to add dynamic variables, creating a customized experience for each client.

Modern consulting pitch deck

For(k)Co Consulting's pitch deck addresses modern business challenges with a fresh, dynamic approach, utilizing cutting-edge design and interactive features.

• Analytics panel access: It provides valuable insights into how the deck is being interacted with by clients.
• Responsive design: The deck ensures a seamless viewing experience across various devices and screen sizes.
• AI-assisted content and image generation: It utilizes AI tools to create compelling, relevant content and visuals, enhancing the overall impact of the presentation.

Light mode consulting proposal deck

This consulting pitch deck template is your go-to resource for showcasing your consulting skills. It's crafted to give a straightforward rundown of your services, project details, and how it benefits your client.

• Clear timeline and budget details: The deck comes with easy-to-follow sections for the project's schedule and budget, making everything about the project clear and upfront.
• Project snapshot: It includes a comprehensive summary that quickly covers the project's scope, cost, and timeline, so you get the big picture at a glance.
• Eye-catching visuals: Neat visuals like icons and charts make the deck more informative, but also engaging and easy to read.

How to write a consulting pitch deck?

A lot of people think that just slapping their details on a McKinsey-style consulting deck template is a golden ticket to winning clients. But it's not just about the format; it's about how you tell your story.

Your deck should be a narrative that showcases your unique solutions and how they align with your client's needs. Let's dive into the key elements that will transform your consulting pitch deck from a simple presentation to a powerful tool for landing deals.

1) Understand your audience

Start by thoroughly understanding your client's industry, challenges, and goals. This knowledge allows you to tailor your pitch deck to address their specific needs, making your message resonate more effectively.

2) Ghost out the story

In his book “Strategic Storytelling: How to Create Persuasive Business Presentations”, Dave McKinsey recommends “ghosting out” your story on paper before jumping into creating slides on a computer.

This involves sketching a rough draft of your presentation, focusing on the narrative flow and key points. Sketch each slide’s main point, including any graphs or tables that support your argument.

Ghosting out your presentation before creating it digitally helps in maintaining focus on the story and the logical flow of information. It prevents getting sidetracked by design elements early on and ensures that the content drives the structure of the presentation.

3) Focus on clarity

Your pitch deck should communicate your ideas clearly and concisely. Avoid industry jargon and complex language. The aim is to make your message accessible and easily digestible for your audience.

4) Differentiate your services

Clearly articulate what sets your consulting services apart. This could be your unique methodology, your proven track record, or your specialized expertise. Ensure this unique value proposition is evident in your pitch deck.

Here's a great example of a unique value proposition slide:

5) Maintain logical progression

Ensure your pitch deck has a logical flow. Start with an introduction, followed by the problem statement, your proposed solution, the benefits, and finally, a strong call to action.

This structured approach helps maintain the audience's attention and guides them through your narrative.

6) Back your claims with data

Incorporate data and analytics to support your recommendations. Use data visualization tools to present complex data in an easily digestible format.

This not only adds credibility to your pitch but also helps in making a stronger case to your clients.

Here's a great example of a data visualization slide:

7) Narrate a compelling story

Your pitch deck should tell a story. It should connect the dots between the client's needs and your services. Use real-world examples, case studies, or hypothetical scenarios to illustrate how your services can solve their problems.

The SCR framework is a narrative structure often used to create persuasive presentations. Originally developed by Barbara Minto at McKinsey, it is an adaptation of the classic storytelling arc to the context of business communications.

This is where you set the stage. In the context of a consulting pitch, the situation describes the current environment or context in which your client operates.

It could include market dynamics, recent changes in the industry, or the client's current position in the market.

The situation is the "once upon a time" of your story – it establishes the baseline from which everything else will deviate.

Complication

This element introduces a challenge or problem. In a business presentation, this could be an emerging competitive threat, a change in customer behavior, regulatory changes, internal inefficiencies, etc.

The complication disrupts the status quo and creates a sense of urgency or need for change. It's the pivot point that moves the narrative from a simple description of the current state to a narrative about addressing a challenge or seizing an opportunity.

The resolution offers a solution to the complication. In a consulting pitch, this would be your proposed strategy, solution, or action plan to address the identified challenges.

The resolution should be clear, actionable, and directly tied to the complication you've outlined. It's the climax of your story, providing a satisfying conclusion to the narrative arc you've constructed.

8) Guide the next steps

Finish your pitch deck with a clear and straightforward call to action. This could be as simple as inviting them to schedule a follow-up meeting, requesting a detailed proposal, or even visiting your website for more information.

The key is to make this next step effortless and actionable, increasing the likelihood that your clients will engage further. An easy-to-follow call to action not only prompts immediate response but also keeps the momentum of your pitch going.

Here's an example of a next step slide:

How to design a consulting pitch deck?

Crafting the design of a consulting pitch deck is like setting the stage for your story. It's not just about filling slides with content; it's about creating a visual journey that captures and holds your audience's attention.

In a world where first impressions are crucial, your pitch deck design can be the deciding factor between capturing a client's interest or losing it.

Let's dive into the key design strategies that can transform your pitch deck into a compelling and visually engaging narrative.

1) Enhance user experience

Adopt a scroll-based design for a seamless and intuitive user experience. This approach allows your audience to easily navigate through your consulting pitch deck, much like scrolling through a webpage.

It's particularly effective for digital presentations, ensuring that your content flows smoothly from one point to the next.

Here's what scroll-based design looks like:

2) Adapt to all devices

Ensure your pitch deck is responsive and looks great on any device, whether it's a laptop, tablet, or smartphone. In today's mobile-first world, a responsive design is crucial for accessibility and convenience.

Here's an example of a mobile-responsive deck:

3) Engage with interactivity

Incorporate interactive elements like clickable tabs, embedded videos, or expandable sections.

These features not only make your pitch deck more engaging but also allow clients to interact with the content, making the experience more memorable and personalized.

Here's a great example of an interactive slide:

4) Tailor the content to your audience

Customize your pitch deck to reflect your client's brand and specific needs. Use their brand colors, logos, or any relevant imagery.

Personalized content shows that you've put thought into understanding their brand, making your pitch deck more relatable and impactful.

Here's a great example of a personalized deck:

5) Maintain a cohesive look

Ensure your pitch deck reflects your own brand identity consistently. Use your brand colors, fonts, and logos throughout the deck. Consistent branding not only looks professional but also helps in building your brand recognition.

Using an interactive pitch deck creator , you can automatically extract branding information from any website and apply it to your deck.

Here's an example of a branded deck:

6) Focus on readability

Use a clean and organized layout with plenty of white space. Avoid cluttering your slides with too much text or too many visuals. A clean layout helps in keeping the focus on your key messages and makes the content easier to absorb.

Interactive consulting pitch deck templates

Starting from scratch to create a consulting pitch deck requires not only time and effort but also a keen eye for design and storytelling.

Interactive consulting pitch deck templates save you time on design and layout, letting you focus on customizing the content to your specific audience.

These templates are also designed with best practices in mind, ensuring that your pitch deck ticks all the boxes while standing out.

Grab one and see for yourself.

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15 Consulting Presentation Examples from Industry Leaders: Bain, Deloitte, and McKinsey

July 17, 2024

Consulting presentations are more than just a collection of slides. They are tools used by consultants to share their findings, insights, and suggestions with clients.

If you’ve reflected on –

• What sets apart a consulting presentation from a regular one?
• How do top consultants manage to convey complex information in a clear and compelling manner?

Then you’re in the right place.

These presentations play an important role in decision-making and organizational changes.

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What is a Presentation?

A presentation is a way of sharing information. You can use it in different settings, such as group discussions, meetings, or when you’re explaining something to your team. It could be a demonstration, a talk, a lecture, or a speech. It’s usually set up to share information systematically to an audience.

The aim is to share information effectively with listeners. It should be interesting, easy to understand, and convincing. It’s an important skill in many fields, such as business, teaching, science, and public speaking.

What is a Consulting Presentation?

A consulting presentation is a document that outlines their findings, analyses, and suggestions for a client. It is typically used as a tool to explain the work in a structured and logical way.

The goal is not just to present information. It is to persuade the client to take action based on the consultant’s suggestions. Therefore, it needs to be clear, impactful, and based on solid data and analysis.

15 Examples of Consulting Presentation

Here are 15 examples of consulting presentations. Let’s explore their unique characteristics and the elements that make them stand out.

The consulting presentation is a detailed financial analysis of NYCHA. It includes the current financial situation and challenges faced by the organization.

The unique element of this presentation is mapping out how to implement recommendations in detail. It includes a timeline, key milestones, and roles and responsibilities.

The presentation is neat and consistent in terms of font and color palette.

2. McKinsey

This consulting presentation talks about the impact of past technologies and potential impact of future technologies on the minerals industry.

The unique elements are detailed case studies on specific commodities and the outline of specific implementation strategies.

It delivers important information that isn’t readily available elsewhere. They used interesting graphics to easily show changes and movements over time.

The white background with simple design minimizes distraction from the key points.

3. Deloitte

This consulting presentation provides a comprehensive analysis of the global, regional (East Africa), and local (Kenya) economic outlook.

The features that stand out in this presentation are a detailed agenda and a list of speakers with their roles.

A specific layout is followed by all the slides of the presentation. The vibrant color palette resulted in vibrant visuals that work well together.

This consulting presentation talks about the scope and the process of the Operational Excellence diagnostic. It includes a detailed discussion on the five opportunity areas and two enablers found by the Operational Excellence Steering Committee.

It provides a detailed timeline of the Steering Committee meetings, which is not commonly seen in many presentations.

The presentation layout is neat and uncluttered. The typography and colors are consistent throughout.

5. Accenture

The consulting presentation includes a detailed analysis of intelligent operations. It discusses the importance, components, implementation steps, and benefits of the concept.

The presentation talks about the five essential components of intelligent operations (Innovative Talent, Data-Driven Foundation, Applied Intelligence, Leveraging the Power of the Cloud, and a Customer-First Approach) and the role of each of these components in creating it. It provides a clear roadmap for businesses looking to implement these operations.

The consistent use of the same colors and typography keeps the presentation harmonious.

6. Alvarez & Marsal

The consulting presentation provides a thorough list of distressed credits.

This list includes a wide range of details (the company name, country, sector, debt instrument, maturity, total debt, percentage of total debt, EBITDA, and debt/EBITDA) that is not commonly seen in presentations.

Another unique element of this presentation is the forward-looking view of the situation presented here.

Every slide includes the company logo. Although a small detail, it builds brand affinity and familiarity.

7. Roland Berger

This consulting presentation is an analysis of the supply chain risks associated with the Lithium-Ion battery market. It discusses the impact of recycling in mitigating supply chain risks and provides insights into risk mitigation strategies.

It discusses the role of different stakeholders (including OEMs, cell and CAM suppliers, mining companies, and legislators) which serves as a unique feature.

The most unique element here is the slide design on a dark background. The color palette consists of various tones of blue and gray that compliment the background perfectly.

The consulting presentation is about project management and its importance.It includes a brief profile of the presenters, outlining their experience and expertise. This provides credibility to the presentation.

It lists out the warning signs of a failing project. This is a unique element as it provides valuable insights into the common pitfalls in project management.

Another unique element is the section with key takeaways towards the end.

The color palette, typography and visuals catches attention and highlights key points.

9. Strategy&

This consulting presentation talks about powertrain technologies in detail, including their advantages, disadvantages,techno-economic characteristics etc.

The unique element here is the TCO (Total Cost of Ownership) analysis for different powertrain technologies. It also includes the effect of selected opportunities and threat

Detailed market outlook, including sales projections and market diffusion, is not commonly found in many presentations either.

The infographics are visually appealing and add value to the presentation

The consulting presentation provides a thorough report on the impacts of COVID-19 on various sectors of Australia.

The report uses a unique framework. It is based on a wide range of public data and targeted consultation, making it a reliable source of information.

The report does not only include the opportunities, challenges, and current impacts. It also talks about how it could affect the future. It is an unique element that provides valuable insights in the infrastructure sector.

The presentation design is simple, precise and consistent. That makes it easy to understand.

11. Booz Allen Hamilton

This presentation design is a detailed investor presentation for Booz Allen.

The most unique feature of this presentation is the company history illustrated as a timeline. This is a great way of establishing brand credibility.

With a clean and consistent layout and muted colors, this presentation design showcases a professional approach.

This consulting presentation is a report of ICOs, including their performance, the reasons for their success or failure, and the trends that have emerged.

The report includes key takeaways and an outlook for the future. This unique feature provides valuable insights for investors and other stakeholders in the ICO market.

Discussing the methodology is another unique feature of the report.

The simple presentation design looks neat and keeps the focus on the data.

13. Oliver Wyman

The consulting presentation gives fundamental facts and recommendations for corporate leaders as an effect of covid-19.

The table of contents (ToC) of this consulting presentation do not just mention the various sections. It also has a list of key topics and a brief summary of that section. It is a unique element.

Another unique element is the executive summary. It is written in a table format and includes the unknown facts along with the known ones.

The variety in colors and typography add visual interest to the presentation.

14. AT Kearney

This consulting presentation discusses the specific impact of COVID-19 on Turkey. It especially talks about economy in terms of sectors like, tourism, automotive, and textile.

It provides a customized actionable plan for business owners. This approach adds a unique and personal touch to the presentation.

The presentation design includes multiple visual elements, such as graphics, flat icons etc to make it more accessible to everyone. The consistent color palette throughout makes it even more appealing.

This consulting presentation offers advice and tools to audit committees to enhance their skills and understanding.

It includes a unique communications network diagram that shows the interaction between different entities (the listed company, institutional investors, sell-side analysts, and media).

It highlights key areas. This unique feature provides insight into the areas that are important for clients to understand and consider.

The presentation deck is basic and has a professional approach.

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A well-built presentation can be very effective. Consulting presentations are about organizing your message, explaining complex details simply, and convincing your audience effectively. They guide decision-making and motivate action.

Consulting presentations reflect the consultant’s understanding, analytical abilities, and capability to provide practical solutions.

The main goal of a consulting presentation is to be of value to your client. Concentrate on their requirements, clearly present your findings, and make suggestions that result in significant improvement.x

Frequently Asked Questions (FAQs)

What is a presentation.

A presentation is a method of communicating information, ideas, or findings to an audience. It’s often a speech or lecture accompanied by visual aids such as slides, charts, or videos. The goal is to inform, educate, persuade, or share insights on a particular topic.

Who is the target audience for a consulting presentation?

The target audience for a consulting presentation usually includes decision-makers and stakeholders in a business. This could be executives, managers, team leaders within a company. Sometimes, it can also include employees, shareholders, or even clients and potential investors.

What are the key objectives of a consulting presentation?

The key objectives of a consulting presentation include:

• Communicating findings and insights from a analysis of the client’s situation or problem.
• Providing tailored, practical recommendations for improvement.
• Persuading the audience of the value and feasibility of these recommendations.
• Creating a dialogue for further discussion and refinement of the proposed solutions.
• Building a roadmap for implementation, including next steps and potential challenges.

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PowerPoint Storytelling: How McKinsey, Bain, and BCG use the SCQA framework to create elite presentations

By Paul Moss

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Big name consulting firms like mckinsey, bain, and bcg all do one thing really well: they create amazing presentations for their clients. but it’s not just the formatting and design that makes these presentations so special. it’s the stories they tell..

In this article you’ll learn the PowerPoint storytelling techniques major consulting firms like McKinsey, Bain, and BCG use to build elite presentations. You’ll see how these storytelling experts build presentations with clear takeaways, compelling insights, and an engaging narrative. I’ll walk through each step of the storytelling process in detail, and show you some examples of what this looks like in the real world.

But first, if you’re new to this blog make sure you check out our advanced PowerPoint and presentation design courses . Or, sign up for our free 5-day email course below and get instant access to our most popular download: the Top 50 PowerPoint for Consultants cheat sheet.

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When building a presentation, regardless of who the audience is, you have one primary goal: to make it as easy as possible for the audience to understand what you’re trying to tell them. And this can be difficult – business presentations tend to have a lot of data and information, and it can be hard for the audience to grasp the key insights right away. Especially if they’re trying to also listen to the speaker and think about what they’re gonna say in response.

So when building your deck, it’s especially important to make sure it’s structured in a way that makes it clear, insightful, and engaging. It’s something top consulting firms do really well, thanks in part to two important concepts: the SCQA framework and the Pyramid Principle .

Table of Contents

SCQA Framework

In simple terms, SCQA is just a framework for presentations that allows you to craft a story around the information you’re trying to present. It stands for Situation, Complication, Question, and Answer.

Every presentation is an answer to some question, such as “should we acquire this company?” or “How did this marketing campaign perform?” or even “What did you find in your research?” – and the SCQA framework just allows you to provide context for that answer.

Practically speaking this means that your main deck is used to show your answer, and the situation, complication, and question are how you provide context for that answer.

Lets consider an example…

Disney Case Study

Let’s say you’re on a consulting case for Disney and the executives have asked you to make a recommendation for where they should build their next theme park. 

The main part of your presentation will be the actual recommendation and all the supporting details. But then the situation, complication, and question will form your introduction slide. 

The situation is how things are right now. The complication represents a change in that situation and is the reason why the presentation is needed. The question is what gets raised by the complication (and what needs to be solved). Then the answer is the resolution. 

So here, the situation might be something like, “Disney is looking to grow revenue by opening a new park”. The complication could be, “they need to decide where to open this park”. Which then leads to the implicit question which is, “where should Disney open its next theme park?”

Then the main part of your deck answers this question. 

And notice how this brings the presentation to life. It puts the presentation in context, and it tells the audience why they should care. Instead of just dropping them in the middle of your data, you’re leading them along and creating a narrative. Remember, your goal is to make it as easy as possible for the audience to understand what it is you’re trying to tell them.

Now, an important rule here is you don’t want your introduction to have anything new or controversial. It should all be something your audience already agrees with, so you can focus on the answer. All you’re doing is establishing relevance, and making sure you and the audience are on the same page.

BCG Example

Here is a great SCQA example from BCG .  

The presentation is for a non-profit organization that invests in open education resources (or OER) – which are basically education resources that are made available to everyone. 

“The Open Education Resources ecosystem” BCG, June 2013

They’ve titled the introduction slide “context of the work”, because ultimately that’s what it is. They’re just giving context before diving into the presentation. 

The first line says, “Since the William and Flora Hewlett Foundation began investing in open education resources in 2002, the field has grown significantly: the past decade has seen an influx of OER and increased awareness and adoption”.

And notice how this just clearly and plainly explains a steady-state situation. How things are right now. This is the situation.

Then the next line says, “However, more work remains to push the OER movement from the sidelines of mainstream education into the center of the classroom”. This line essentially tells us that things are looking good for OER, but more work remains. This is the complication.

And already you can see how this is setting up the presentation. The situation leads to the complication, and the complication very naturally leads to the question, which is the next line:

“The Foundation engaged the Boston Consulting Group in late 2012 to evaluate the state of the current ecosystem in the United States and to help understand how to measure the movement’s progress towards a sustainable, mainstream end-state”.

Now although they don’t state the question explicitly, you can see it in the text. The question is “What is the state of the current ecosystem in the US, and how can we measure the movement’s progress?”

And now we have the right setup for the presentation, and we’re ready to hear the answer. Everyone is on the same page, and the audience is ready to go. 

It might seem like a small piece of the presentation, but all the major consulting firms use this PowerPoint storytelling technique to turn what otherwise might be a dry presentation into a persuasive story with a clear narrative. 

Pyramid Principle

If you’ve watched our other videos, or taken some of our advanced courses , you’ll know that we talk about the Pyramid Principle a lot – especially as it relates to slide structure. But here I’m going to focus on how it applies to storyboarding and the presentation as a whole. 

Put simply, the Pyramid Principle is just a method of communicating information where you start with the main idea, and then provide the supporting details and data of that idea. Going back to our Disney example, the main idea would be on top, then the two supporting points would be below that. 

If you recall, the question is, where should Disney build a new theme park? 

Let’s say that your answer is that Disney should build a new theme park in Rio de Janeiro, Brazil. Two supporting reasons for that answer might be that Rio is a major tourist destination, and that the Disney brand is strong in Brazil. And if you wanted, you could continue creating additional layers to your pyramid with more supporting details and data. 

In a presentation, the way you would communicate this is from top to bottom. And the reason why that approach is so effective is because you provide the audience with context first, before giving them more granular detail. Plus it helps the audience know exactly what you’re trying to tell them, and how you’ve reached each of your conclusions. Remember, your main goal is to make it as easily as possible for the audience. 

If you were to turn each of these ideas into its own slide, you would rearrange them with the highest level ideas coming first, then the supporting details following each idea. Then throw your introduction slide up front, and voila! you’ve got yourself a story.

And this is the exact PowerPoint storytelling technique they use at every major consulting firm to build client presentations that are incredibly clear, compelling, and persuasive. 

Final Thoughts

Unfortunately, PowerPoint storytelling doesn’t always happen this smoothly. In practice, there are lots of factors that can influence the final version of deck. Not to mention other slides that I didn’t mention like an executive summary slide, next steps slide, or the appendix. But generally speaking, this approach works really well.

In fact, did you notice it’s the same approach I used for this article. I started by stating the situation: I said that when you build a presentation you want to make it as easy as possible for the audience. Then I introduced a complication: business presentations tend to have a lot of data and information, so making it clear can be difficult. The implicit question then became, how can you make data heavy presentations easy to understand. 

Then I moved on to my answer, which was to provide a clear structure to your presentation, using two key concepts: the SCQA framework, and the Pyramid Principle. And I used this structure to then build out and explain my answer. 

The end result is an article that’s clear, easy to follow, and insightful (I hope!).

You can watch a video version of this article on  YouTube .

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All About Consulting Case Studies [+Tips & Example]

Table of Contents

What are consulting case studies, what is the purpose of consulting case studies.

• How to Analyze Consulting Case Studies 
• Tips for Crafting a Strong Consulting Case Study 

Common Mistakes to Avoid in Consulting Case Study Interpretation

Why is data so important in consulting case studies .

• How to Present Your Findings from Consulting Case Studies 

Example Deloitte Case Study

Consulting case studies are real-life examples of consulting projects that have been completed by consulting firms. These studies are used to showcase the expertise and problem-solving abilities of the consulting firm, as well as to provide potential clients with an understanding of the type of work that the firm can deliver. Consulting case studies typically detail the challenge that the client was facing, the approach taken by the consulting firm to address the challenge, and the outcomes and results achieved as a result of the project.

Consulting case studies are a valuable tool used by professionals in the consulting industry to showcase their expertise and problem-solving skills. These case studies typically outline a specific business challenge or issue that a client faced, and detail how the consulting firm addressed and resolved the problem. By presenting real-world examples of their work, consulting firms are able to demonstrate their capabilities to potential clients and establish credibility in the industry.

The purpose of consulting case studies is twofold. Firstly, they serve as a means for consulting firms to highlight their success stories and showcase their ability to deliver results for clients. By detailing the specific steps taken to address a particular issue, consulting firms can illustrate their problem-solving process and demonstrate the value they bring to their clients. This can be especially valuable for potential clients who are evaluating different consulting firms and looking for evidence of past success.

Secondly, consulting case studies can also serve as a learning tool for professionals in the consulting industry. By studying successful case studies, consultants can gain insights into different problem-solving approaches, strategies, and best practices. This can help them improve their own consulting skills and better understand how to approach similar challenges in the future. Overall, consulting case studies play a crucial role in showcasing the expertise of consulting firms, attracting new clients, and promoting continuous learning and improvement within the industry.

How to Analyze Consulting Case Studies 

Analyzing Consulting Case Studies involves breaking down the problem statement, identifying key challenges, understanding the approach taken by the consulting firm, evaluating the effectiveness of the solutions proposed, and assessing the overall impact of the project. By closely examining the details of each case study, individuals can gain a deeper understanding of the consulting process and learn valuable lessons that can be applied to their own projects.

In order to effectively analyze Consulting Case Studies, it is important to ask critical questions such as:

• What were the main challenges faced by the client?
• What approach did the consulting firm take to address these challenges?
• What were the key findings and recommendations made by the consulting team?
• What were the outcomes of the project in terms of financial impact, operational improvements, or strategic benefits?
• What lessons can be learned from this case study that can be applied to future consulting projects?

By answering these questions and thoroughly examining the details presented in Consulting Case Studies, individuals can gain valuable insights into the consulting process and learn how to approach similar challenges in their own work. 

Tips for Crafting a Strong Consulting Case Study 

Case studies are a valuable tool for consultants to showcase their expertise and experience. By presenting a detailed analysis of a client project, consultants can demonstrate their problem-solving skills and the results they have achieved. To create a strong consulting case study, there are several tips to keep in mind.

First and foremost, it is important to choose a relevant and compelling client project to focus on. Selecting a project that highlights your expertise and showcases your ability to deliver results will help to capture the attention of potential clients. Additionally, be sure to include specific details about the client’s goals, challenges, and the solutions you implemented. Providing this context will help readers understand the complexity of the project and the impact of your work.

In addition to outlining the project details, it is important to highlight the results and outcomes of your work. Quantifying the impact of your solutions with specific metrics and data will provide concrete evidence of your success. This information can help potential clients understand the tangible benefits of working with you and can help establish your credibility as a consultant. By following these tips and creating a well-crafted case study, consultants can effectively showcase their skills and attract new clients. 

Tips for Writing a Compelling Case Study Narrative

Crafting a compelling case study narrative is essential for capturing the attention of your audience and effectively communicating the value of your work. When writing your case study, it is important to create a clear and engaging narrative that highlights the problem-solving process and the impact of your solutions. Start by outlining the client’s goals and challenges, and then explain how you approached the project and developed a strategic solution.

To keep readers engaged, consider incorporating storytelling elements into your case study. By providing a narrative structure with a clear beginning, middle, and end, you can create a compelling story that draws readers in and keeps them interested. Additionally, be sure to use clear and concise language to explain complex concepts and technical details in a way that is accessible to a wide audience.

Furthermore, don’t forget to include quotes or testimonials from the client to add credibility and perspective to your case study. Hearing directly from the client about their experience working with you can help reinforce the effectiveness of your solutions and build trust with potential clients. By following these tips for writing a compelling case study narrative, consultants can effectively communicate the value of their work and attract new clients. 

Tips for Designing an Engaging Case Study Layout

In addition to crafting a strong case study narrative, the design of your case study is also crucial for capturing and holding the attention of your audience. An engaging layout can help to visually communicate the key points of your case study and make it easier for readers to digest the information. When designing your case study, consider using a clean and professional layout with clear headings, bullet points, and visuals to break up the text and highlight important information.

Incorporating visual elements such as charts, graphs, and images can help to illustrate your key points and make the content more engaging and easy to understand. Including before-and-after comparisons or visual representations of the project’s impact can provide a powerful visual representation of your work. Additionally, be sure to use a consistent color scheme and typography to create a cohesive and visually appealing design.

Furthermore, consider including call-to-action buttons or contact information at the end of your case study to encourage readers to take the next step and reach out to learn more. By designing an engaging case study layout that complements your narrative, consultants can effectively showcase their work and attract new clients.

Consulting case studies are a crucial part of the interview process for landing a job in the consulting industry. In order to succeed, it’s important to avoid common mistakes in interpreting these case studies. 

One common mistake is jumping to conclusions without fully understanding the problem at hand. It’s important to take the time to thoroughly analyze the case study and ask clarifying questions if needed. Another mistake is not structuring your analysis in a logical and organized way. This can make it difficult for the interviewer to follow your thought process and ultimately lead to a weaker performance. 

Additionally, failing to prioritize your analysis can result in spending too much time on less important aspects of the case study. It’s crucial to identify the most critical issues and address them first in order to demonstrate your problem-solving skills effectively. Finally, overlooking the importance of communication skills can also be a mistake. Clearly articulating your analysis and insights is just as important as the analysis itself. 

Overall, by avoiding these common mistakes in consulting case study interpretation, you can increase your chances of success in the interview process and ultimately secure the job of your dreams.

• Jumping to conclusions without fully understanding the problem 
• Not structuring analysis in a logical and organized way 
• Failing to prioritize analysis 
• Overlooking the importance of communication skills

In the world of consulting, data plays a crucial role in shaping case studies and providing valuable insights for clients. When analyzing a business problem or opportunity, consultants rely on data to understand the current state of affairs, identify trends, and make informed recommendations. By collecting and analyzing data, consultants can uncover hidden patterns, correlations, and insights that can lead to more effective solutions.

Data also serves as a foundation for evidence-based decision-making in consulting. When presenting a case study to a client, consultants must back up their recommendations with solid data and analysis. This not only lends credibility to their findings but also helps clients understand the rationale behind the proposed solutions. Without data, recommendations may be perceived as subjective opinions rather than well-supported conclusions.

Data allows consultants to measure the impact of their recommendations and track progress over time. By setting clear metrics and key performance indicators, consultants can monitor the success of their interventions and make adjustments as needed. This data-driven approach helps ensure that consulting projects deliver tangible results and drive long-term value for clients. Ultimately, data is the cornerstone of consulting case studies, providing the evidence and insight needed to drive effective decision-making and create meaningful impact for clients. 

How Data Improves Decision-Making in Consulting Case Studies

One of the key benefits of using data in consulting case studies is its ability to improve decision-making processes. By analyzing data, consultants can identify key opportunities and challenges, assess the potential impact of different strategies, and make informed decisions that lead to better outcomes for clients. Data provides a solid foundation for decision-making, enabling consultants to avoid relying on gut instincts or personal biases.

Moreover, data-driven decision-making in consulting case studies helps mitigate risks and uncertainties. By examining historical data, market trends, and industry benchmarks, consultants can anticipate potential obstacles and develop contingency plans to address them. This proactive approach not only minimizes the likelihood of unexpected setbacks but also increases the likelihood of success for consulting projects.

Data also empowers consultants to test hypotheses, validate assumptions, and explore alternative scenarios in their case studies. By leveraging data analytics tools and techniques, consultants can conduct robust analyses that uncover valuable insights and inform strategic decisions. This iterative process of data-driven decision-making allows consultants to refine their recommendations, optimize their strategies, and deliver greater value to their clients. Ultimately, data enhances the quality of decision-making in consulting case studies, leading to more effective solutions and positive outcomes for clients.

How to Present Your Findings from Consulting Case Studies 

Consulting case studies are a valuable tool for showcasing your expertise and problem-solving skills to potential clients. When it comes to presenting your findings from these case studies, it is important to approach the task with both clarity and creativity. 

One effective way to present your findings is to start by clearly outlining the problem or challenge that you were tasked with addressing. This sets the stage for the rest of your presentation and helps your audience understand the context of your work. Next, explain your approach to solving the problem, including any research or analysis you conducted. This shows your audience that your findings are backed up by solid data and evidence. 

After presenting your approach, it is important to showcase the results of your work. This could include metrics such as improved efficiency or increased revenue, as well as any qualitative feedback from the client. Highlighting the positive outcomes of your consulting work helps to build credibility and demonstrate the value you provide to clients. Finally, conclude your presentation by summarizing the key takeaways from the case study and reiterating how your skills and expertise can benefit potential clients in similar situations. By following these steps, you can effectively present your findings from consulting case studies in a compelling and convincing way to get more clients . 

Tips for Creating Engaging Visuals for Your Consulting Presentations 

Visual aids can be a powerful tool for enhancing your consulting presentations and capturing the attention of your audience. When creating visuals for your presentations, it is important to keep a few key tips in mind to ensure that they are engaging and effective. 

One important tip is to keep your visuals simple and easy to understand. Avoid cluttering your slides with too much information or complex graphics, as this can overwhelm your audience and distract from your main points. Instead, use clean and clear visuals that help to reinforce your message and make it easier for your audience to follow along. 

Another tip is to use a variety of visual formats to keep your audience engaged. This could include charts, graphs, images, and even videos. By mixing up the types of visuals you use, you can create a dynamic and interesting presentation that holds the attention of your audience. Additionally, remember to use visual aids to enhance your verbal presentation, rather than replace it. Your visuals should complement your spoken content and help to reinforce your key points. By incorporating these tips into your consulting presentations, you can create engaging visual aids that help to bring your findings to life and make a lasting impression on your audience.

Deloitte published a great case study for a footwear company. In 2013, a competitor, Badger, launched a successful line of affordable work boots, prompting Duraflex, another footwear company, to rethink their strategy. With limited resources, Duraflex needed to decide whether to focus on competing in the work boot market or strengthening their position in casual boots.

Duraflex sought help from a top consulting firm in January 2014. The consultants conducted research to provide valuable insights for decision-making. They started by conducting a survey with 500 consumers in six key regions. Additionally, they analyzed Duraflex’s internal costs and pricing for both their work and casual boot lines. The analysis revealed that Duraflex was positioned at the premium end of the market for both types of boots.

This case study showcases how consulting firms like Deloitte can provide essential data and analysis to help companies make informed decisions about their business strategies. It’s worth reading as it gives a glimpse into how consulting firms work and the impact they can have on a company’s success.

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How To Write A Consulting Case Study: Guide, Template, & Examples

When you deliver a successful project, do you publish a consulting case study about it?

A consulting case study is a short story about a successful project that explains…

• The problem your client was dealing with before hiring you;
• your expertise and process for solving that problem;
• and the results your expertise and process created for the client and their business.

In my experience, our consulting case studies are among the most powerful pieces of content we publish. They’re a big reason why people are comfortable signing up for our Clarity Coaching Program .

Because our case studies prove our program helps our clients get results.

I can say that our coaching program is the best on the market until I’m blue in the face.

But it’s much more powerful for consultants to see the results others have experienced for themselves: through our case studies and testimonials.

If you don’t have something of value on your website like a case study — something that actually shows you can achieve results for your clients — then your website will only serve as “confirmational marketing.”

It will confirm what people hear about you. But it won’t help you generate interest and leads.

So, if you want to shift your website beyond mere confirmational marketing to an asset that helps you generate leads and conversions, consider writing consulting case studies using the method below.

In this article, you’ll learn how to write compelling case studies that help you win more consulting clients.

Ready? Let’s dive in…

Your case study is proof that not only can you talk the talk, but you can also walk the walk.

What Is A Consulting Case Study?

When a potential client is deciding on whether they will hire you or not, a big question in their mind is…

“Can this person or company really do what they say they can for my business?”

There are many forms of thought leadership you can use to prove you can deliver results.

The consulting case study is one of them.

A case study, in the context of consulting, is typically a written document that describes…

• the problem a client was facing,
• the actions you took to solve that problem,
• and the outcomes it created for your client.

You write case studies to demonstrate the results and value you created for a past or current client.

What makes them so effective as marketing material?

• They are relatively easy to put together (especially when you use our template below).
• Your potential clients enjoy reading them.
• And they are a highly effective way to demonstrate your authority and expertise in your field.

Next, I’ll walk you through how to write a consulting case study.

In our program, one of the things we teach consultants is how to better understand their clients’ problems and articulate their ability to solve those problems in a way that will attract new clients.

How To Write A Consulting Case Study

Here are the steps to writing your consulting case study. You can follow along with our consulting case study template .

1. Get Permission From The Client

You shouldn’t write a case study that names your client without their permission.

So, before you start writing it, ask them if they’d be OK with you publishing a case study about the project.

Now, I’m not a lawyer, and nothing in this article or anything I write is legal or financial advice. But here’s what we’ve found, through running consulting businesses for over two decades, often works best:

A question we often receive from consultants is “What if I can’t use the name of my client or the company I worked with?” Generally, this isn’t an issue. If your contract says you can’t use the client’s company name, or the client says “No” to your request, all is not lost.

What tends to work extremely well is still writing the case study, but without using the client’s name. Instead, describe the client.

For example, let’s say your client is the automaker Mazda. If you can’t use their name, consider “Working with a top 20 global automaker…”

This gives prospective buyers a good idea of the caliber and type of company you worked with.

When you ask your client for their permission to create a case study that features them, you’ll generally find that 9 times out of 10 they won’t have a problem with you doing so, but make sure you ask before publishing.

2. Introduce The Client’s Business

Once you’ve gotten permission from the client, you’ll begin writing your case study. Follow along using our template .

The first section is the introduction. Set the stage here by introducing your client, their business, and their industry.

This section gives context to the case study. Ideally, your ideal client is intrigued by being in a similar industry or situation as the client in your case study.

3. Describe The Problem Or Challenge

In this section, you outline the problem your client was facing.

Be as specific as you can be.

Simply saying they had marketing issues or a problem with their PR is not enough.

The more detail you include the clearer the picture will become and the more effective your case study copywriting will be.

If your ideal client reads this and has a similar problem as the client in the case study, you can guarantee that their eyes will be glued to the screen, salivating to learn how you solved it.

4. Summarize Your Action Steps

Now that you’ve described the problem your client was up against, you’ll explain what you did to help solve the problem.

In this section, break down each part of the process you used or the steps you took to solve it.

The reader should get the sense that you have a process or system capable of solving the problem and getting results.

This is where you get to demonstrate your know-how and expertise. Get as technical as you can. Show your reader “Hey, this is how I can get YOU results too.”

5. Share The Results

It’s time to demonstrate results.

Write the results that were achieved and how they impacted the business/organization/person.

In many cases, the outcome isn’t just dollars and cents — it can also be less tangible value.

Are they less stressed? Do they have more free time? Are they finding more meaning and enjoyment in their work?

Mention if you’re continuing to work with this client through a retainer . If you’re not, describe how the results will impact their business in the future.

This is also a great place to include a quote or testimonial from your client.

The “Results” section is key because it shows prospective clients that you’ve solved the problems they are facing and have delivered the actual results that they likely desire.

6. Write A Call To Action

At the end of the case study, you should always include a sentence or two inviting the ideal client to reach out.

They’ve just read about the problems you can solve, how you solve them, and the results you can create.

They are primed and ready to reach out to inquire about how you can do it for them.

But if you don’t have a direct call to action for them to do that, many of them will leave without taking action.

So, write a direct, clear call to action that takes them to a page where it’s easy to book a consultation with you or where you provide your contact information.

7. Share It

Marketing for consultants is all about providing value to your ideal clients, being known for something specific, and positioning yourself as an expert and authority that your ideal clients want to work with. So, whenever you publish a piece of valuable content like a case study, your mission is to get as many eyes on the case study as possible.

The best place to publish your case study is on your website or blog.

You can also submit case studies to industry publications. These are a great way to spread the word about you and your client’s business.

Make sure to also share your case study on all social media platforms where your ideal clients hang out online. For consultants, that means LinkedIn.

Work your “marketing muscle” by actively promoting your case study, and you’ll reap the rewards of this powerful piece of authority-building content.

Writing case studies for your consulting business not only helps you land new clients, but it’s also a great way for you to review past projects.

Doing this helps you to find what worked and what didn’t.

And you’ll continue to learn from your experiences and implement your best practices into your next consulting project.

Consulting Case Study Template

Click here to access our Consulting Case Study Template .

This template is designed using a “fill in the blank” style to make it easy for you to put together your case studies.

Save this template for yourself. Use it to follow along with the examples below.

Consulting Case Study Examples

Here are some example case studies from our Clarity Coaching Program clients.

1. Larissa Stoddart

Larissa Stoddart teaches charities and nonprofits how to raise money.

To do that, she provides her clients with a training and coaching program that walks them through twelve modules of content on raising money for their organization, creating a fundraising plan, putting an information management system into place, finding prospects, and asking those prospects for money.

Through her case studies, Larissa provides a comprehensive overview of how she helps her clients build robust fundraising plans and achieve and win more donations.

2. Dan Burgos

Danila “Dan” Burgos is the president and CEO of Alphanova Consulting, which works with US manufacturers to help them increase their profitability through operational improvements.

The goal of Alphanova is to increase their clients’ quality and on-time delivery by 99 percent and help them increase their net profits by over 25 percent.

Through his case studies, Dan lays out the problem, his solution, and the results in a clear simple way.

He makes it very easy for his prospects to envision working with his firm — and then schedule a consultation to make it happen.

3. Vanessa Bennet

Through her company Next Evolution Performance, Vanessa Bennett and her business partner Alex Davides, use neuroscience to help driven business leaders improve their productivity, energy, profitability, and staff retention, while avoiding burnout.

Through her “Clients” page, she provides a list of the specific industries she works with as well as specific case studies from clients within those industries.

She then displays in-depth testimonials that detail the results that her consulting services create for her clients.

These are powerful stories that help Vanessa’s clients see their desired future state — and how her firm is the right choice to help them get there.

As you see, our clients have taken our template and made them work for their unique style, clients, and services.

I encourage you to do the same.

And if you’d benefit from personal, 1-on-1 coaching and support from like-minded consultants, check out our Clarity Coaching Program .

Get Help & Feedback Writing Consulting Case Studies

If writing and demonstrating your authority were easy, then every consultant would be publishing case studies.

But that’s not the case.

Sometimes it helps to have a consulting coach to walk you through each step — and a community of like-minded consultants with whom you can share your work and get feedback from.

That’s why we’ve built the Clarity Coaching Program.

Inside the program, we teach you how to write case studies (among dozens of other critical subjects for consulting business founders).

And we’ve also created a network of coaches and other consultants who are in the trenches — and who are willing to share their hard-fought knowledge with you.

Inside the Clarity Coaching program , we’ve helped over 850 consultants to build a more strategic, profitable, and scalable, consulting business.

Learn More About Clarity Coaching

We’ll work hands-on with you to develop a strategic plan and then dive deep and work through your ideal client clarity, strategic messaging, consulting offers, use an effective and proven consulting pricing strategy, help you to increase your fees, business model optimization, and help you to set up your marketing engine and lead generation system to consistently attract ideal clients.

15 thoughts on “ How To Write A Consulting Case Study: Guide, Template, & Examples ”

This is a great outline and I found it quite helpful. Thanks.

Shana – glad you found this post helpful!

I have used case studies to get new clients and you're right, They work.

Jay – thanks for sharing. I've worked with many clients to implement case studies and have used them in several businesses and have always found them to be great at supporting proof and establishing authority and credibility.

Dumb question: guess you can't charge if you're doing a case study, huh?

Terri – No such thing as a dumb question where I come from. Always good to ask.

You definitely can charge for case studies. Michael Stelzner has a lot more information on writing white papers (and case studies) as projects.

This post was really aimed at using case studies to win more business and attract clients. But you can definitely offer this service to companies and they'll pay handsomely for it.

That was a great question!

Hello,I am really glad I stumbled upon your consulting site. This outline is very helpful and I love the e-mails I recieve as well Thanks!

Happy to hear that

This is a great site for consultants – great information for the team to share with consultants that reach out to us. Thank you!

Thanks Deborah

It is a good steps if we know how we start and control our working.

All I wanted to know about putting together a case study I have got. Thanks so much.

to put together your consulting case study: to put together your consulting case study:

I have used your outline today to write one case. Thank you for sharing.

Hi – This is a great piece, and covers all the core elements of a case study with impact.

Couple of extra points…

1. it’s really powerful to provide a mix of qualitative and quantitative results where possible e.g. ‘we saved the client $500 per month and feedback tells us morale improved’

2. We are seeing more and more consultancies include images and video in their case studies. This obviously depends on the context, so while it’s not necessarily appropriate within the confines of a bid, it is definitely something to think about for those case studies that you want to publish online or in a marketing brochure.

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Case Studies

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Rewired in action

Partnering on America’s toughest challenges

Made in Africa: Catalyzing stronger, sustainable, and inclusive economies

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How a global components manufacturer built an ambitious carbon reduction roadmap

Undaunted by global disruption, a logistics company embraces bold transformation

988: Three digits and the nationwide effort to help millions in crisis

An AI power play: Fueling the next wave of innovation in the energy sector

How a manufacturing moonshot was made

Protecting workers through award-winning design

How Telkomsel transformed to reach digital-first consumers

Flying across the sea, propelled by AI

How a steel plant in India tapped the value of data—and won global acclaim

Reimagining the real estate industry for the next normal

Inside a mining company’s AI transformation

New at mckinsey blog.

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Creating a Professional Case Study Presentation: Templates & Tips

Written by: Unenabasi Ekeruke

Winning over clients is tough work. You're going to need cold, hard proof and real-world results to prove the value of your solution.

One of the best ways to show your product or solution works is by using compelling case studies . According to a Content Marketing Institute report, 69% of B2B marketers believe in the persuasive power of case studies and use them for marketing.

Case studies weave captivating stories about the positive results and experiences previous clients have had with your solution. When done right, a professional presentation around your case study can help you market your brand, win over new customers and increase sales .

Not sure how to create or deliver top-notch case study presentations? You've come to the right place.

In this article, we'll show you how to create winning case study presentations, how to present a case study, plus templates you can use right away.

Let's get to it.

Here’s a short selection of 6 easy-to-edit case study presentation templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is a case study presentation, why are case study presentations important, what to include in a case study presentation, case study example, 6 case study presentation templates, tips to nail your case study presentation, your turn: put together compelling case study presentations with visme.

A case study is an in-depth examination of a subject, group, event, or entity within a real-world context. The goal is to better understand key functionalities, outcomes and successes.

When it comes to marketing, case studies are stories that highlight the effectiveness of your solution and your success in solving client problems.

• Case studies are invaluable for sales and marketing; they add a layer of social proof, nurture leads and boost conversions.
• A well-written case study presentation includes these key elements: an executive summary, problem statement, solution, execution, results and conclusion.
• Visme provides a rich library of templates, design assets and features for creating stunning and compelling case study presentations.

When used for educational purposes, they are effective teaching tools. They are engaging and enable students to:

• Understand research methodologies and analytical tools
• Develop problem-solving skills
• Learn complex decision-making

Case study presentations help you tell these compelling stories using written content, visuals, charts, graphs and other tools. This type of sales and marketing presentation can come in handy during sales pitches, trade shows, workshops, conferences, networking events and more. You can either pre-record it, present it virtually, or opt for an in-person presentation.

No matter the type of business you're doing, case studies can be invaluable for sales and marketing.

If you're still in doubt about the potency of case studies, check out these compelling statistics.

• According to HubSpot's State of Marketing Report, 13% of marketers say case studies are one of the key assets used within their content strategy.
• Additionally, 23% of marketers agree that case studies help boost conversions. Also, 9% of marketers say case studies are best for nurturing leads.

According to the Content Marketing Institute, 80% of tech content marketers use case studies in their marketing strategy.

There's often a misconception that case studies are just marketing content meant to stroke your company's ego. The truth, however, is that case studies are more about making customers understand how your company can help them.

When pitching your solution, case studies add a layer of social proof. Rather than focusing solely on your product or its features, your case study should spotlight real-world results and the impact of your solution on customers, industry and society.

There are various scenarios for developing case studies, including:

• Showing prospects how your solution has worked for similar users, their positive experiences and how it can meet their needs
• Presenting real-life examples, use cases and results to boost credibility and the client's confidence in your brand
• Convincing customers of the benefits of your products, services and capabilities
• Scheduled discussion on the viability of an idea and its effects on your business
• Analyzing and recommending solutions to problems for your company or clients

Build relationships with customers and drive sales growth

• Reach out to prospects with impressive pitch decks and proposals that convert
• Monitor clients' level of engagement to see what they are most interested in
• Build a winning sales playbook to maximize your sales team's efficiency

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Before we show you how to present your case study, let's discuss what should go in a case study . A well-written case study design should include the following sections:

1. Executive Summary

This section provides a brief overview of the entire case study. Readers should be able to scan it and get the hang of everything you want to discuss.

2. Problem Statement

This section should detail the goals and purpose of your case study.

You should highlight the problem you've identified that your study is looking to solve or questions you intend to answer through your case study. What are the main issues that led to the case study and what will your audience learn?

3. Solution

This case study slide forms the core of your case study. Here you want to explain how you solved the problem.

Discuss how other clients found you, what solutions they chose, why they chose them and how you implemented them.

4. Execution

This section should detail the journey to helping the client achieve the results.

You want to touch on the planning, processes, risks, metrics, KPI and factors you need to get an even better result. Describe the issues you faced during execution and how you mitigated them.

Here, you need to explain the positive impact or benefits of your solution on the client's project or business.

It could be financial results, growth results, improvements, or increases in productivity. Be sure to provide clear evidence like images, videos, statistical data and numbers.

6. Conclusion

Share reviews, quotes, testimonials and recommendations from existing customers about your solution.

When including these elements of a case study presentation, remember to back them up with visuals that engage your audience through storytelling and real-life examples.

Here's an example of a case study we created for Lincoln Learning Solutions, an online K12 curriculum provider founded in 2005.

Problem: The company was forced to downsize and ended up without a professional graphics designer on its team. As a result, they struggled to create visually appealing graphics.

Solution: By using Visme, they're now able to create visually appealing marketing content, graphics and visuals without the aid of any professional graphic designer. They use Visme to create various visual content, including educational infographics, presentations, newsletters, social media graphics and more.

Results: Lincoln Learning Solutions now creates 3x more content and other collaborative projects with Visme than if they had opted to continue working with a single graphic designer.

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To help you weave a captivating narrative about the effectiveness of your solution, we've put together stunning case study templates for creating your case study. These case study presentation examples cut across various use cases and industries.

1. Marketing Case Study

This generic case study template is a powerful marketing tool for businesses of any size.

You can use it to elaborate on projects or solutions provided to satisfied clients—from the problem that led them to use your tool to your approach to the outcomes or results they've seen. Each section tells a compelling story, offers social proof and spotlights your biggest achievements.

In addition to its rich and bright color combination, this template is interactive. You can liven up your presentations by embedding images, videos and animations. Make this template work for you by editing content and inserting your logo, fonts, images and other design assets.

2. Business Case Presentation

Whether you're doing an in-person or virtual case study presentation, this template has everything you need to impress your audience. You can present a compelling business case that wins over your prospective clients and partners.

Visme has an extensive repository of customizable assets, including icons, charts, shapes, backgrounds, animated assets, stock photos and videos. Customizing this template takes only a few minutes, thanks to our intuitive and easy-to-use drag and drop template.

3. Clinical Case Study Presentation

This presentation template is ideal for drawing attention to rare clinical cases. It provides details about the patient's medical history, medications, results and follow-up. The template heavily relies on bright colors, icons, shapes and visuals to make important data stand out.

There's no limit to what you can achieve with Visme's presentation software . You can use charts and graphs to show compelling figures, patterns and relationships and leave important clues for your audience. The tool supports collaboration across teams. It lets you work with your team on your presentation and get feedback in real-time.

4. UX Case Study

Showcase your past clients' impressive results after working with your company using this stunning case study template. The cover page features a unique style, layout and color theme that blends with the rest of the document.

Notice how the template chronicles the customer's journey, starting with the problem. It elaborates on the approach to solving the problem and the measurable outcomes.

This template makes good use of shapes, images and icons to present the results in a captivating way. You can customize this template for different niches in which you've found notable success.

Use our intuitive editor to add or remove slides and swap your content, images, fonts and other assets to suit your taste.

5. Software Demo Platform Case Study

This case study examines the importance of using demos to increase sales. With this case study format, you can position your brand as a topical authority in your niche.

The template introduces the subject in the case study, their approach to ramping up sales and the effect. It highlights the results and key takeaways from the case study.

Here's what makes this template stand out. The template has a dark blue background while using bright-colored fonts and charts to maintain a strong visual contrast.

Go ahead and customize this template to reflect your brand image and content. Once done, you can embed it on your site using a snippet of code, download it in PDF or PPTX format or share it online with a public or private link.

6. HR Consulting Case Study

If you're looking to entice prospects with the success stories of your previous clients, this case study template is a perfect fit. In it, you'll find real-world examples of how your product or service addressed a client's challenge and impressive results backed by data.

The cover page has a bold headline and summary of the results that catches the eye. At a glance, the reader gets a sneak peek of your notable accomplishments and the type of results they can expect from your brand.

Create your ideal case study presentation by adding new design elements like elegant fonts and icons, high-resolution images, videos and animations.

Below are some helpful tips for designing and presenting your case study to clients, prospects, investors and key stakeholders.

1. Determine Your Goals

This is the first step to designing your case study. What are you looking to achieve, or what message do you want to convey in your case study?

We get it. Case studies are created to demonstrate the value of your solution to customers. However, we recommend aligning your objectives with the value (solution and results) you want your customers to see.

For example, depending on your client's pain points, your objective may be to show your solution helped other clients to:

• Increase productivity, revenue and profit
• Minimize employee turnover
• Gain a competitive advantage
• Drive sustainability or energy efficiency

2. Pick a Compelling Case Study

Once you have outlined what your case study is set to achieve, you need to pick a suitable case study.

We recommend having an arsenal of case studies at your disposal. This will give you the variety you need to whip out and present the best and most relevant case study for each prospect.

Stand-out case studies boost credibility and drive prospects' interest in your solution. For example, you should prioritize case studies featuring reputable brands.

Another top choice is case studies of clients who had complicated problems or clients who left your competitors to work with you. These case study examples typically provide a more compelling story and outcomes.

3. Use Templates

Case studies riddled with design and visual flaws can put off prospects. Using templates keeps your presentation structure organized and visually appealing. Beautiful case study templates like the ones above make your job much easier. It allows you to spend your time on content rather than aesthetics.

4. Use High-Quality Visual Aids

When preparing your presentation, use quality visual aids to break up the text and keep your audience engaged.

You don't want to bore your audience with large walls of irrelevant text and vague statements. Instead, use more numbers and visual aids like charts , graphs , images and videos to show compelling proof of success. They make your message clear and lend credence to your arguments.

Did you help your clients increase sales? If yes, show the percentage increase in numbers and charts or graphs to show a spike.

Notice how the case study template highlights compelling figures using graphs and charts.

5. Deliver a Flawless Presentation

You've already put in a lot of effort to create a solid professional case study. However, even the best-written case study will fail to deliver without a winning delivery.

So, how do you get your clients to buy into your case study during the critical presentation phase? How do you present your case study in a simple, clear and persuasive way?

Keep reading.

Tell an Emotional Story

When presenting case studies, deploy storytelling—it works.

Think of storytelling as a hook that draws your audience into your presentation. Your story could clearly describe the problem a similar client faced, the solution you implemented and what they're currently enjoying.

It's not enough to use facts and figures alone. Injecting an emotional appeal into your narrative will make your case study memorable and impactful.

One way to create a human connection is by painting a clear picture your audience can relate to. You want to visualize their journey to success based on your results with existing clients.

Focus on the Client

Remember that the case study is not about you or your salesperson. Companies that focus more on themselves often come off as self-centered.

You should research your prospects and focus on their needs and challenges. Not only will your presentation be relatable, but it will have an emotional appeal and motivate your clients to take action.

So dig deep to find out these things:

• Your client's concerns and pain points
• The goals and outcomes your clients are looking to achieve and
• The problems holding them back from achieving their goals

The more you can align your presentation with the client's needs and clearly articulate them, the faster you can secure their buy-in. Otherwise, your case study will sound like a thinly disguised sales pitch.

Connect and Engage Your Audience

Do you want to avoid situations where your audience zones off or nods off to sleep during your presentations?

Make your presentation a two-way dialogue. The more you can engage your audience, the more impactful your presentation will be.

Here are some effective ways to engage your audience.

• Grab your audience's attention with a strong presentation opening . You can introduce yourself, tell a joke and review the agenda.
• Ask thought-provoking questions or seek their opinions to understand what value means to them.
• Smile and make eye contact to build rapport with your audience.
• Weave relatable visual aids, colorful metaphors, or other multimedia into your presentations to make your point stand out.
• Keep the conversation going and avoid sounding like you're giving a lecture or reading off a script.

You can also use Visme's interactive presentation tool to wow your audience by zooming into a key point in your presentation.

Keep It Brief and Interesting

No matter how much time you're allotted, keep your presentation brief.

Why does it matter? Humans have short attention spans. So, to avoid losing audience attention, spend more time on slides that drive home your points.

In the middle of the presentation, you may be asked to dive deeper into a particular aspect or answer other questions.

Whatever happens, be prepared to answer questions in the middle of your presentations. You can create appendix slides to expand on some aspects of your case study.

So there you have it. We've discussed everything you need to know about creating and delivering a stunning case study presentation.

Case studies can be an effective sales and marketing tool for convincing and converting prospects into paying customers. However, to deliver a smashing presentation that wows your audience, we recommend using Visme's case study templates . You'll find templates for every niche and use case.

Visme offers a wide array of design assets, visual aids, images, videos and animations to make your presentation pop. After tweaking your template, you can embed your case study on your blog or website. Also, you can share it online using a link or download it for offline use in multiple formats, like PDF and HTML5.

Easily put together professional case study presentations that impress your clients

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About the Author

Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.

35 Case Interviews Examples from MBB / Big Four Firms

Studying case interview examples is one of the first steps in preparing for the  management consulting  recruitment process. If you don’t want to spend hours searching the web, this article presents a comprehensive and convenient list for you – with 35 example cases, 16 case books, along with a case video accompanied by detailed feedback on tips and techniques.

A clear understanding of “what is a case interview” is essential for effective use of these examples. I suggest reading our  Case Interview 101  guide, if you haven’t done so.

McKinsey case interview examples

Mckinsey practice cases.

• Diconsa Case
• Electro-Light Case
• GlobaPharm Case
• National Education Case

What should I know about McKinsey Case interviews?

At McKinsey, case interviews often follow the interviewer-led format , where the interviewer asks you multiple questions for you to answer with short pitches.

How do you nail these cases? Since the questions can be grouped into predictable types, an efficient approach is to master each question type. However, do that after you’ve mastered the case interview fundamentals!

For a detailed guide on interviewer-led cases, check out our article on McKinsey Case Interview .

BCG & Bain case interview examples

Bcg practice cases.

• BCG – Written Case – Chateau Boomerang

Bain practice cases

• Bain – Coffee Shop Co.
• Bain – Fashion Co.
• Bain – Mock Interview – Associate Consultant
• Bain – Mock Interview – Consultant

What should I know about BCG & Bain case interviews?

Unlike McKinsey, BCG and Bain case interviews typically follow the candidate-led format – which is the opposite of interviewer-led, with the candidate driving the case progress by actively breaking down problems in their own way.

The key to acing candidate-led cases is to master the case interview fundamental concepts as well as the frameworks.

Some BCG and Bain offices also utilize written case interviews – you have to go through a pile of data slides, select the most relevant ones to answer a set of interviewer questions, then deliver those answers in a presentation.

For a detailed guide on candidate-led cases, check out our article on BCG & Bain Case Interview .

Deloitte case interview examples

Deloitte practice cases.

Undergrad Cases

• Human Capital – Technology Institute
• Human Capital – Agency V
• Strategy – Federal Benefits Provider
• Strategy – Extreme Athletes
• Technology – Green Apron
• Technology – Big Bucks Bank
• Technology – Top Engine
• Technology – Finance Agency

Advanced Cases

• Human Capital – Civil Cargo Bureau
• Human Capital – Capital Airlines
• Strategy – Club Co
• Strategy – Health Agency
• Technology – Waste Management
• Technology – Bank of Zurich
• Technology – Galaxy Fitness

What should I know about Deloitte case interviews?

Case interviews at Deloitte also lean towards the candidate-led format like BCG and Bain.

The Deloitte consultant recruitment process also features group case interviews , which not only test analytical skills but also place a great deal on interpersonal handling.

Accenture case interview examples

Accenture divides its cases into three types with very cool-sounding names.

Sorted in descending order of popularity, they are:

These are similar to candidate-led cases at Bain and BCG. albeit shorter – the key is to develop a suitable framework and ask the right questions to extract data from the interviewer.

These are similar to the market-sizing and guesstimate questions asked in interviewer-led cases – demonstrate your calculations in structured, clear-cut, logical steps and you’ll nail the case.

These cases have you sort through a deluge of data to draw solutions; however, this type of case is rare.

Capital One case interview examples

Capital One is the odd one on this list – it is a bank-holding company. Nonetheless, this being one of the biggest banks in America, it’s interesting to see how its cases differ from the consulting ones.

Having gone through Capital One’s guide to its cases, I can’t help but notice the less-MECE structure of the sample answers. Additionally, there seems to be a greater focus on the numbers.

Nonetheless, having a solid knowledge of the basics of case interviews will not hurt you – if anything, your presentation will be much more in-depth, comprehensive, and understandable!

See Capital One Business Analyst Case Interview for an example case and answers.

Other firms case interview examples

Besides the leading ones, we have some examples from other major consulting firms as well.

• Oliver Wyman – Wumbleworld
• Oliver Wyman – Aqualine
• LEK – Cinema
• LEK – Market Sizing
• Kearney – Promotional Planning
• OC&C – Imported Spirits
• OC&C – Leisure Clubs

Consulting clubs case books

In addition to official cases, here are a few case books you can use as learning materials.

Do keep in mind: don’t base your study on frameworks and individual case types, but master the fundamentals so you can tackle any kind of case.

• Wharton Consulting Club Case Book
• Tuck Consulting Club Case Book
• MIT Sloan Consulting Club Case Book
• LBS Consulting Club Case Book
• Kellogg Consulting Club Case Book
• INSEAD Consulting Club Case Book
• Harvard Consulting Club Case Book
• ESADE Consulting Club Case Book
• Darden Consulting Club Case Book
• Berkeley Consulting Club Case Book
• Notre-Dame Consulting Club Case Book
• Illinois Consulting Club Case Book
• Columbia Consulting Club Case Book
• Duke Consulting Club Case Book
• Ross Consulting Club Case Book
• Kearney Case Book

Case interview example – Case video

The limitation of most official case interview examples is that they are either too short and vague, or in text format, or both.

To solve that problem for you, we’ve extracted a 30-minute-long, feedback-rich case sample from our Case Interview End-to-End Secrets Program .

This is a candidate-led, profitability case on an internet music broadcasting company called Pandora.

In 30 minutes, this candidate demonstrates the exact kind of shortcoming that most candidates suffer during real case interviews – they come in with sharp business senses, then hurt their own chances with inadequate techniques.

Here are seven notable areas where the candidate (and you) can improve:

Thanking Throughout the case, as especially in the opening, he should have shown more appreciation for the time the interviewer spent with him.

Structured opening The candidate’s opening of the case feels unstructured. He could have improved it by not mixing the playback and clarification parts. You can learn to nail the case in a 3-minute start through this video on How to Open Any Case Perfectly .

Explicitness A lot of the candidate’s thought process remains in his head; in a case interview, it’s better to be as explicit as possible – draw your issue tree out and point to it as you speak; state your hypothesis when you move into a branch; when you receive data, acknowledge it out loud.

Avoiding silence The silence in his case performance is too long, including his timeout and various gaps in his speech; either ask for timeout (and keep it as short as possible) or think out loud to fill those gaps.

Proactivity The candidate relies too much on the interviewer (e.g: asking for data when it can easily be calculated); you don’t want to appear lazy before your interviewer, so avoid this.

Avoiding repeating mistakes Making one mistake twice is a big no-no in consulting interviews; one key part of the consulting skill set is the ability to learn, and repeating your mistakes (especially if the interviewer has pointed it out) makes you look like someone who doesn’t learn.

Note-taking Given the mistakes this candidate makes, he’s probably not taking his notes well. I can show you how to get it right if you watch this video on Case Interview Note-Taking .

Nonetheless, there are three good points you can learn from the candidate:

The candidate sums up what he’s covered and announces his upcoming approach at the start and at key points in the case – this is a very good habit that gives you a sense of direction and shows that you’re an organized person.

The candidate performs a “reality check” on whether his actions match the issue tree; in a case interview it’s easy to lose track of what you’re doing, so remember to do this every once in a while.

The candidate prompts the interviewer to give out more data than he asked for; if anything, this actually matches a habit of real consultants, and if you’re lucky, your interviewer may actually give out important pieces you haven’t thought of.

These are only part of the “ninja tips” taught In our Case Interview E2E Secrets Program – besides the math and business intuition for long-term development, a key feature is the instant-result tips and techniques for case interviews.

Once you’ve mastered them, you can nail any case they throw at you!

For more “quality” practice, let’s have a mock case interview with former consultants from McKinsey, BCG, Bain, Oliver Wyman, Strategy& and many other consulting firms. They will help you identify your problem areas and give you actionable feedback, making your preparation much easier and faster.

Hi! This is Kim and welcome to another performance in the Tips & Techniques part of our amazing End-to-end program. You are about to hear a really interesting performance.

There is a common Myth that Profitability cases are easier. Well, for beginners, that’s may make sense, but I would argue that Profitability cases can be really tricky and candidates without good foundation will make about the same level of mistakes regardless of type of cases given.

The profitability case we are about to watch will show that. It’s a very unconventional

Profitability. It started out like a typical one but getting more and more tricky toward the end.

The candidate is fairly good in term of business intuition, but the Tips & Techniques aspect needs a lot of fine tune! Now let’s go ahead and get started! 

It’s actually a little better to playback the case information and ask clarifications. The candidate does not distinguish between the two and do both at a same time. Also, the candidate was asking these clarifications in an unorganized and unstructured fashion. This is not something terrible, but could have been better, especially when this is the very first part of the case, where the crucial first impression is being formed.

My pitch would sound like this:

“That’s a very interesting problem and I am happy to get the chance to solve it. First of all let me tell you my understanding of the case context and key objectives. Then I would like to ask a few clarifying questions regarding a few terminology and concepts. Both of these are to make sure that I will be solving the right problem.

So here is my understanding of the case: The client is ABC. Here are some DEF facts about the situation we just talked about. And the key case question is XYZ.

Does that correctly and adequately summarize the case?”

Once the interviewer confirms, I would move to the clarification part as follows: “Now I would like to ask a few clarification questions. There are three of them: No 1, … No 2, … and No 3, …”

You may see above pitch as obvious but that’s a perfect example of how you should open any cases. Every details matters. We will point out those details in just a second. But before we do that, it’s actually very helpful if you can go back, listen carefully to the above pitch, and try to point out the great components yourselves. Only after that, go back to this point and learn it all together.

Alright, let’s break down the perfect opening.

First of all, you hear me say: “That’s a very interesting problem and I am happy to get a chance to solve it”. This seems trivial but very beneficial in multiple ways:

1. I bought myself a couple of seconds to calm down and get focused. 2. By nature, we as human unconsciously like those who give us compliments. Nothing better than opening the case with a modest compliment to the interviewer.

And (c) I showed my great attitude towards the case, which the interviewer would assume is the same for real future consulting business problems.

You should do that in your interviews too. Say it and accompany it with the best smile you can give. It shows that you are not afraid of any problems. In fact, you love them and you are always ready for them.

Secondly, I did what I refer to as the “map habit”, which is to always say what you are about to do and then do it. Just like somebody in the car showing the drivers the route before cruising on the road. The driver would love it. This is where I said: “Let me tell you my understanding of the case context and key objectives. Then ABC…”.

Third, right at the beginning of the case, I try to be crystal clear and easy to follow. I don’t let the interviewer confused between playing the case vs. asking clarification questions. I distinguish between the two really carefully. This habit probably doesn’t change the outcome of how the case goes that much, but it certainly significantly changes the impression the interviewer has of me.

Fourth, in playing back the case, each person would have a different way to re-phrase. But there are three buckets to always include:

1. Who is the client 2. The facts regarding the client and the situation and (c) The key question and the objective of the case.

Fifth, after playing the case context and objectives, I pause for a second and ALIGN with the interviewer: “Does it correctly and adequately summarize the case?”. This is a habit that every consulting manager loves for young consultants to do. Nobody wants first-year folks to spend weeks of passion and hard-work building an excel model that the team can’t use. This habit is extensively taught at McKinsey, Bain and BCG, so therefore interviewers would love somebody that exhibits this habit often in case interview.

Lastly, when asking clarification questions, you hear me number them very carefully to create the strong impression that I am very organized and structured. I said I have three clarifying questions. Then I number them as I go through each. No.1, No.2, and No.3.

Sometimes, during interviews it’s hard to know exactly how many items you are going to get. One way is to take timeout often to carefully plan your pitch. If this is not possible in certain situations, you may skip telling how many items you have; but you should definitely still number your question: No.1, No.2; and so on. 

Just a moment ago, the candidate actually exhibited a good habit. After going through his clarification questions, the candidate ended by asking the “is there anything else” question. In this case, I actually give out an important piece of data.

Though this is not very common as not every interviewer is that generous in giving out data. But this is a habit management consultants have to have every day when talking to experts, clients, or key stakeholders. The key is to get the most data and insights out of every interview and this is the type of open-ended question every consultant asks several times a day.

To show of this habit in a case interview is very good!

There are three things I would like you to pay attention to:

First, it took the candidate up to 72 seconds to “gather his thoughts”. This is a little too long in a case interview. I intentionally leave the 72 seconds of silence in the recording so you get an idea of how long that is in real situations. But it’s worth-noting here is not only that. While in some very complicated and weird cases, it’s ok to take that long to really think and gather ideas. In this case, the approach as proposed by the candidate is very simple. For this very approach, I think no more than 15 to 20 seconds should be used.

No.2, with that said, I have told I really like the fact that this candidate exhibits the “map” habit. Before going straight to the approach he draws the overall approach first.

No.3. You also see here that the candidate tried to align the approach with me by asking my thoughts on it. As I just said on the previous comment, this is a great habit to have. Not only does it help reduce chance of going into the wrong direction in case interviews, but it also creates a good impression. Consulting interviewers love people doing it often!

Here we see a not-really-bad response that for sure could be much better. The candidate was going into the first branch of the analysis which is Revenue. I would fix this in 3 aspects:

First, even though we just talked about the overall approach, it’s still better to briefly set up the issue tree first then clearly note that you are going into one branch.

Second, this is not a must, but I always try to make my hypothesis as explicitly clear as possible. Here the candidate just implicitly made a hypothesis that the problem is on the revenue side. The best way to show our hypothesis-driven mindset is to explicitly say it.

Third, you hear this a ton of times in our End-to-End program but I am going to repeat it again and again. It is better to show the habit of aligning here too. Don’t just go into revenue, before doing that, give the interviewer a chance to agree or to actually guide you to Cost.

So, summarizing the above insights, my pitch would sound something like this:

“So as we just discussed, a profit problem is either caused by revenue or by cost. Unless you would like to go into cost first, let’s hypothesize that the problem is on revenue side. I would like to look deeper into Revenue. Do we have any data on the revenue?”

And while saying this, you should literally draw an issue tree and point to each as you speak.

There is an interesting case interview tip I want to point out here. Notice how the candidate responds after receiving two data points from me. He went straight into the next question without at least acknowledging the data received and also without briefly analyzing it.

I am glad that the candidate makes this mistakes… well, not glad for him but for the greater audience of this program. I would like to introduce to you the perfect habit of what you should react and do every time you have any piece of data during case interviews. So three things you need to do:

Step 1: Say … that’s an interesting piece of data. This helps the interviewer acknowledge that you have received and understand the data. This also buys you a little time. And furthermore, it’s always a good thing to give out modest compliments to the interviewer.

Step 2: Describe the data, how it looks, is there any special noteworthy trend? In this case, we should point out that revenue actually grew by more than 50%.

Also notice here that I immediately quantified the difference in specific quantitative measurement (in this case, percentage). Saying revenue went up is good, but it’s great to be able to say revenue went up by more than 50%.

Step 3: Link the trend identified back to the original case question and the hypothesis you have. Does it prove, disprove, or open up new investigation to really test the hypothesis? In this case, this data piece actually opened up new investigating areas to test the hypothesis that the bottleneck is within revenue.

My sample pitch for this step 3 would sound like this: “It’s interesting that revenue went up quite a bit. However, to be able to fully reject our hypothesis on the revenue, I would like to compare our revenue to that of the competitors as well.”

Then only at this point, after going through 3 steps above, I ask for the competitors’ revenue like the candidate did.

Notice here that I ended up asking the same question the candidate did. This shows that the candidate does have a good intuition and thought process. It’s just that he did all of these implicitly on his head.

In consulting case interview, it’s always good to do everything as explicitly as possible. Not only is it easier to follow but it helps show your great thought process.

… the rest of the transcript is available in our End To End Case Interview

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Preparing for case interviews is a hard task when you only have 1 week, so the first part you need to learn during this time is fundamentals of case interview

Case interview in consulting is difficult with the passing rate is around 10%. This is because big consulting firms keep an extremely high recruitment standard

A case interview is where candidates is asked to solve a business problem. They are used by consulting firms to evaluate problem-solving skill & soft skills

Case Presentation Interview – Ace the Written Case Interview With Ease

Are you about to have your written case presentation interview ? Lukasz shows you the main differences between the different case types and gives you a detailed overview of the five essential steps in your case interview to prepare you for the process effectively. Moreover, our expert guides you through the decisive evaluation criteria . With his longstanding experiences and smart tips, you will master your written case interview more successfully.

• 1. Intro to Case Presentation Interviews
• 2. How Is Your Performance Assessed?
• 3. Ace The Case
• 3.1 Understand the Business Problem, Case Objectives, and Questions
• 3.2 Create a Framework
• 3.3 Gather Information and Match it to Areas in Your Framework
• 3.4 Analyze Information and Decide on a Recommendation
• 3.5 Structure and Prepare Slides
• 4. Last Tips
• 5. About the Author

Case Presentation Interview is a unique variant of the traditional case study interview . The underlying structure of the case is the same - you’re placed in a hypothetical business situation and are asked to resolve a business problem . However, in this type of case study, you’re asked to solve the case by working independently rather than by collaborating with the interviewer. Case Presentation Interviews are less commonly used but are as important for  candidate assessment as traditional ones. You can encounter them as part of the BCG or Bain first or second-round interview, as well as when applying for managerial roles in the corporate strategy departments or startups. They have been growing in popularity in recent years given their 360° approach to testing candidates in “on-the-job” work leveraging real-life scenarios .

The specific details of this type of case interview differ by the company. In the case of BCG or Bain, you’re usually given a handout of 20 to 40 pages of information including graphs, charts , or tables , and given 1 to 2 hours to analyze information and prepare 3 to 5 slides with your analysis and recommendation. However, there are three major differences among different types of written case studies you should be aware of:

Depending on the case study , you might get an overall business problem or a specific list of 3-4 key questions to investigate and answer. In the former, you have to decide on areas to explore and you have the freedom to solve them, while in the latter you should focus on areas mentioned in the questions. The difference is similar to interviewer- vs interviewee-led traditional cases.

If you’re in the recruitment process for BCG or Bain you’ll most probably get 1-2 hours to analyze information and prepare the slides . However, for smaller consultancies and business roles it became a standard to give case studies with a 2-3 days deadline - which requires your resolution to be more refined and thorough.

In the majority of written case interviews , you are expected to create slides from scratch . This involves both the visual and content sides of the presentation. However, you might also encounter case interviews where you’ll be given (partially) pre-filled slide templates (e.g., titles, graphs, charts ). Then your focus should be on analysis and filling in the missing numbers or messages.

Case Presentation Interview simulates the consulting job environment by placing you in a hypothetical business situation with access to data and further presentation of your insights and work. It helps to predict how you would perform if you joined the company for the role . While they are aimed at testing similar skills to traditional case interviews , they help to assess your critical reading and problem-solving skills , as well as your ability to research and analyze information . It also tests your communication and more “technical” skills in preparing an actual presentation.

The following points are the usual assessment criteria for Case Presentation Interview:

• Logical and structured thinking (using logic and reason to derive conclusions & then being able to convey complex messages in a simple way)
• Data and information analysis (using an analytical approach to data & prioritizing key outcomes)
• Slide making (making the output easy to understand and digest through a compelling story and clear visuals/content)
• Presentation skills (communicating in a clear, concise and persuasive way)

There is a clear five-step process you should follow to successfully solve the Case Presentation Interview:

You should start solving the Case Presentation Interview by making sure you understand the objective and the primary business question you try to answer. Solving the wrong problem or misunderstanding key challenges is the quickest way to fail the case interview. Spend time reading the instructions and understanding the primary problem or questions you are trying to answer. This will allow you to understand the most important areas of the case and derive your framework. In case you get a specific list of questions then focus on those.

Before you begin collecting, reading, and analyzing the data, you should create a basic framework to help guide your analysis. This framework will also shape your target presentation agenda and storyline . Remember - each case is unique and it doesn’t necessarily fit in one of the typical frameworks described in multiple casebooks (applicable especially in the interviewee-led approach). Don’t be afraid to apply a tailored solution, an out-of-the-box way of thinking could make you shine among all other applicants (but still - be complex). You should start by selecting 3 to 4 areas that are needed to answer the primary objective of the case study. If you received a list of detailed questions these can often substitute the framework and there’s no need to add anything else. However, you may identify other important areas and you might decide to add them to your framework. Also, if you received pre-filled slide templates, they will usually provide support on what are the areas you should focus on. Otherwise, you will need to create your framework from scratch . Use your knowledge of the business problems , screen through the data available, and determine the main areas of your framework .  

The next step is to understand the data available to solve the case. For interviews with only 1-2 hours of preparation time, you will be given a handout with information to be leveraged for analyzing and solving the case. Don’t spend time reading and analyzing every slide. That would take too much time. Instead, understand what data and information are out there. Decide and prioritize which information is important to read and analyze in more detail later to solve the case interview. Case presentation interviews have strict time constraints , so you want to make the most of the limited time that you have.

Next, match different pieces of information that exist to areas in your framework . This will enable you to conduct further analyses and solve the case study.  

You should already know what questions you need to answer based on the framework you created. You also understand the data and information available for answering each question. All that is left is to process and analyze information and data that is relevant for each area of the framework. As you analyze the data and start answering major questions in your framework make sure to summarise your learnings and takeaways . It is important you keep a record of key answers that you can then leverage for the storyline of your presentation as well as make it easier to remember the work and decide on target recommendations. Following an analysis of all relevant materials, you should have a list of key takeaways and answers for all core elements of your framework . You should now proceed to define the comprehensive recommendation derived from these data points which would be collectively supported by them.

Not each takeaway will support your final recommendation. Sometimes you might find a takeaway that goes against your hypothesis and proposed recommendation. In this case, you need to mediate conflicting insights and decide on which one is the most important. You might decide that contradicting takeaway is a potential risk or the next step to be further discovered in the way of investigation.

Remember that there is no such thing as a wrong recommendation. As long as your proposal is supported by data-driven evidence your solution will be solid enough for the interviewers.  

As soon as you decide on a recommendation and collect all the supporting data and evidence , it’s time to prepare a structure for the presentation slides. For this purpose, you can structure your presentation into a simple communication pyramid structure - start with the recommendation and 3 supportive arguments , deep dive into supportive reasons and data on the following slides (one slide for each argument), finish with a summary of all covered information, and then present potential next steps or open questions . In case of having received pre-filled slide templates, the structure of your presentation slides might have been already decided for you. Otherwise, you can leverage the approach described above. In the end, you should derive a structure of 6-10 slides which you can start filling in with the content.

Once you finalize the structure of the presentation, the next step is to start putting your content and key messages on them. Make sure you use descriptive slide titles communicating the message of the slide , as well as creating a sound storyline when combined together. Moreover, prepare your slides in a way they’re easy to digest. None of the slides should have more than one, powerful key message.

In case you’re left with some time, review your slides one more time. You should correct any mistakes or errors as well as clean up the slides for them to look neat and polished. Obvious omission can be perceived as a big question mark to your ability to work under pressure in a client-facing role.

Moreover, you should spend the last minutes thinking about potential questions  interviewers might ask you during your presentation. These might include your approach used to analyze or your conclusions. Be prepared for challenges of your assumptions and interpretations of the data!

There are 4 small tips I’d like to share with you that you should keep in mind when preparing Case Presentation Interview:

• Start your presentation with your recommendation first and then follow the framework
• Focus on slide titles and make sure they make a coherent storyline
• Always remember that one slide should have only one message
• Include next steps and open questions at the end of your presentation

You can practice those by solving an example of a BCG Written Case study which can be found here .

Please leave feedback if you found those tips useful and good luck with your Case Presentation Interviews!

• Professional Experience: Delivery Hero, Deloitte Consulting, McKinsey & Company
• Languages: English, Polish
• Location: Germany

After being a consultant for Deloitte, Lukasz has worked for several years as a Senior Consultant at McKinsey. He has helped over 50 candidates land their dream job as he has worked together with consulting firms such as McKinsey, BCG or Bain. Lukasz is currently working as a Manager in a global startup and is also a CoachingPlus Expert here at PrepLounge.

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5 Amazing Small Business Case Study Examples for Marketers

In the competitive landscape of small businesses, standing out requires more than just great products or services. It demands compelling stories that resonate with your target audience. Case studies, real-world examples of marketing your product or service, are powerful tools to build trust. Let’s explore nine inspiring small business case study examples that have harnessed the power of storytelling to achieve remarkable results.

Power of Case Studies

Before exploring these inspiring examples, understand the profound impact that well-crafted case studies can have:

• A compelling case study does more than showcase your product or service. It tells a story that resonates with your audience.
• It transforms abstract benefits into tangible results, helping potential customers visualize themselves achieving similar success.
• Case studies build trust and credibility by highlighting specific challenges, solutions, and outcomes.

When a small business shares how it successfully navigated a problem, it positions itself as an expert in the industry. This expertise is backed by real-world results, which makes your brand more trustworthy in the eyes of potential customers.

Small business case study examples are powerful social proof that your offerings deliver real value. According to a survey by the Content Marketing Institute:

“73% of marketers say that case studies are one of the most effective forms of content for influencing purchasing decisions.”

This is because they provide potential customers with evidence that your solution works and can help them achieve similar results.

Small Business Case Study Examples

Here are a few small business case study examples you can not miss to analyze:

Zapier is a prime example of how strategic SEO and content marketing can drive massive organic traffic and user growth. It faced the challenge of increasing its visibility in a crowded market to establish itself as a go-to platform for automation.

Through a meticulously planned SEO strategy, they set a precedent for how small businesses can leverage content and partnerships to fuel growth.

In its early days, Zapier faced a significant challenge. It was how to stand out in a rapidly growing market of productivity and automation tools. With numerous competitors offering similar services, it needed to find a way to differentiate itself and drive organic traffic.

The company recognized the importance of online presence and visibility to attract new users and grow its platform.

The challenge was clear. Zapier needed to boost its SEO efforts and increase website traffic to sustain growth and stay competitive.

To tackle this challenge, the company implemented an ambitious SEO strategy focused on long-tail keywords. These are often less competitive and more targeted.

The company created 25,000 unique landing pages, each optimized for specific long-tail keywords related to their services.

These pages were not just automated templates. They featured well-structured, human-written content that addressed the specific needs of potential users searching for those keywords.

Zapier also developed a comprehensive playbook for onboarding new apps and partners.

By involving their partners, the company generated a vast amount of content without overwhelming their in-house team. These partners wrote high-quality guest posts for their sites, including backlinks to Zapier, further strengthening Zapier’s SEO and increasing referral traffic.

This boosted its domain authority and helped attract new users by increasing the company’s visibility across various online platforms.

Zapier’s strategic SEO and content marketing efforts paid off tremendously. The creation of 25,000 optimized landing pages significantly increased organic traffic, making it easier for potential users to discover Zapier through search engines.

Collaborating with partners for content creation and link building further amplified their online presence, driving even more traffic to the website.

Today, Zapier is recognized as a leader in the automation industry, with a robust user base and a solid online presence, largely thanks to its strategic use of SEO and content partnerships.

Key Takeaways

• Leverage long-tail keywords to create targeted, relevant content that drives organic traffic.
• Create multiple landing pages with well-optimized, human-written content to improve search engine visibility.
• Collaborate with partners to scale content creation and build valuable backlinks.
• Outsource link-building efforts to trusted partners to increase domain authority and attract more users.
• Focus on SEO as a long-term strategy to establish and maintain a solid online presence.

“One more thing…”—a phrase famously used by Steve Jobs during Apple keynotes, signaling the introduction of a groundbreaking product or idea. This phrase perfectly encapsulates Apple’s approach to innovation and branding: consistently delivering something unexpected and transformative.

It’s a testament to Apple’s commitment to pushing boundaries and setting new standards in the industry. This philosophy is reflected in their products and their approach to overcoming challenges and driving success.

Apple’s journey from a struggling tech company to a global powerhouse is a powerful case study of how strategic innovation and branding can redefine an entire industry.

In its early years, Apple faced a series of significant challenges. The company was battling financial difficulties, lagging behind competitors like IBM and Microsoft, and struggling to establish a strong foothold in the highly competitive technology market.

One of the most pressing challenges was Apple’s inability to define its brand identity clearly and differentiate itself from other players in the industry. The company’s products, while innovative, were not achieving the desired market penetration, and Apple was at risk of becoming irrelevant in a rapidly evolving market.

Additionally, Apple faced the challenge of creating products that were not only innovative but also accessible and appealing to a broader consumer base. The company needed to balance its focus on design and technology with the need for mass-market appeal.

Apple also had to overcome internal challenges, including management instability and a lack of cohesive vision, hindering its ability to execute a unified strategy.

To address these challenges, Apple, under the leadership of Steve Jobs, implemented a multi-faceted strategy that focused on innovation, design, and brand reinvention.

Apple doubled down on its commitment to innovation, focusing on creating products that were not only technologically advanced but also user-friendly and beautifully designed.

The launch of the Macintosh in 1984, for instance, was a turning point that showcased Apple’s ability to combine cutting-edge technology with an intuitive user experience. The focus on innovation continued with the development of iconic products like the iPod, iPhone, and iPad, each revolutionizing its respective industry.

Recognizing the need for a solid and consistent brand identity, Apple undertook a significant rebranding effort. This included simplifying its logo, as previously mentioned. It involved redefining Apple’s image as a brand synonymous with innovation, creativity, and premium quality.

The “Think Different” campaign was instrumental in positioning Apple as a brand that stood for innovation and rebellion against the status quo. It resonated deeply with consumers and differentiated Apple from its competitors.

Apple strongly emphasized design and user experience, ensuring that every product performed well and looked and felt exceptional. This strategy extended to the Apple ecosystem, where seamless integration between devices created a unique and compelling user experience that competitors struggled to match.

Apple’s strategic decisions paid off handsomely, transforming the company from a struggling business into the most valuable company in the world. The focus on innovation and design resulted in products that captured market share and created entirely new markets.

The iPod revolutionized the music industry, the iPhone redefined mobile communication, and the iPad opened up new possibilities in personal computing.

The rebranding efforts and the “Think Different” campaign helped establish Apple as a premium brand with a loyal customer base. Apple’s products became status symbols, and the company cultivated a reputation for quality, reliability, and cutting-edge technology.

The Apple Stores further solidified this brand image, providing customers with an immersive, personalized experience that drove sales and brand loyalty.

Under Jobs’ leadership, Apple’s stock price soared, and the company’s market capitalization grew exponentially. Apple’s ability to consistently innovate and reinvent itself has ensured its continued success, making it a dominant force in the technology industry.

• Innovation is vital to staying ahead in a competitive market; consistently developing groundbreaking products can redefine entire industries.
• A strong, cohesive brand identity is essential for differentiating a company from its competitors and building customer loyalty.
• User experience and design are critical factors in product success; functional and aesthetically pleasing products create lasting consumer appeal.
• Retail strategy and direct customer engagement can enhance brand perception and drive sales.
• Leadership and vision are crucial for maintaining focus and executing a successful long-term strategy.

In 2009, Uber emerged with a bold vision: to transform the transportation industry by offering a convenient, reliable, and tech-driven alternative to traditional taxi services.

What began as a simple idea—connecting riders with drivers through a smartphone app—quickly became a global phenomenon that disrupted how people move in cities worldwide.

Uber’s journey from a small startup to a multi-billion-dollar company is a powerful example of how technology, innovative business models, and strategic execution can revolutionize an entire industry.

Uber’s rise from a startup to a multi-billion-dollar company is a compelling case study in leveraging technology, innovative business models, and strategic marketing to disrupt an entire industry.

When Uber was founded in 2009, the transportation industry was dominated by traditional taxi services, often criticized for being inefficient, expensive, and difficult to access. Customers frequently faced challenges such as long wait times, unclear pricing, and poor service.

Uber identified these pain points and recognized an opportunity to disrupt the market by providing a more convenient, reliable, and cost-effective solution.

However, the challenge was not just about creating a better service. It was about convincing both consumers and regulators to accept a completely new model of transportation that relied on private drivers and mobile technology.

To overcome these challenges, Uber implemented a multi-pronged strategy that combined technology, aggressive marketing, and strategic partnerships. Uber’s core innovation was its mobile app, which allowed users to book a ride with just a few taps on their smartphone.

The app provided real-time tracking of drivers, transparent pricing, and the convenience of cashless payments, addressing many issues plaguing traditional taxi services.

Uber also introduced dynamic pricing, known as “surge pricing,” which adjusted fares based on demand, ensuring that riders could always find a ride, even during peak times.

Uber’s business model was disruptive in that it didn’t own any vehicles or employ drivers in the traditional sense. Instead, Uber acted as a platform that connected independent drivers with passengers.

This allowed Uber to scale rapidly without the overhead costs associated with maintaining a fleet of vehicles.

The company offered incentives to drivers, such as flexible working hours and the potential to earn more than traditional taxi drivers, which helped attract many drivers to the platform.

In some regions, Uber introduced services like UberMOTO (motorcycle taxis) and UberAUTO (auto-rickshaws) to cater to local transportation preferences.

This flexibility allowed Uber to penetrate diverse markets and meet the unique demands of different customer segments.

Uber’s strategic approach to technology, business model innovation, and aggressive expansion paid off, making it one of the fastest-growing companies in history.

Within a few years, Uber had disrupted the global transportation industry, challenging the traditional taxi model and inspiring a wave of similar startups.

The company’s success was not without controversy, as it faced legal challenges, protests from taxi unions, and regulatory hurdles in many cities. However, Uber’s ability to adapt and navigate these challenges allowed it to continue growing.

By 2019, Uber had completed over 10 billion rides globally, and the company went public with a valuation of over $80 billion.

Today, Uber operates in more than 900 metropolitan areas worldwide and has expanded its offerings to include services like Uber Eats, Uber Freight, and autonomous vehicle research.

Uber’s journey from a small startup to a global leader is a testament to the power of innovation, technology, and bold business strategies.

• Leveraging technology can transform traditional industries by offering innovative, user-friendly solutions.
• A disruptive business model can enable rapid scaling and global expansion without the constraints of traditional operations.
• Aggressive marketing and strategic expansion are essential for establishing a solid presence in new markets.
• Adapting to local markets is crucial for success in diverse regions, allowing a company to meet specific customer needs and regulatory requirements.
• Navigating regulatory challenges is critical to sustaining growth and maintaining market leadership in a disruptive industry.

“Customer obsession over competitor focus”—this principle has driven Amazon’s growth from a small online bookstore into one of the most influential companies in the world.

Founded by Jeff Bezos in 1994, Amazon was born out of the simple yet ambitious vision to revolutionize the retail industry by harnessing the power of the internet.

Amazon has transformed how people shop and redefined what it means to be a global retailer. This case study explores how Amazon tackled its early challenges, developed game-changing strategies, and achieved remarkable outcomes to become a dominant force in the global economy.

When Amazon launched, the company faced significant challenges. The internet was still infancy, and online shopping was not a common practice. Consumers were wary of buying products online, concerned about security, and unfamiliar with the process.

Moreover, Amazon had to compete with established brick-and-mortar stores with solid brand loyalty and consumer trust. The challenge for Amazon was to convince people to buy books online and shift the entire shopping paradigm towards e-commerce.

As Amazon began to expand beyond books, the company needed to develop a robust logistics network capable of delivering a vast array of products quickly and efficiently, all while keeping costs low.

Amazon’s strategy to overcome these challenges was multi-faceted and centered around three core principles: customer obsession, innovation, and scalability. Jeff Bezos has always emphasized that Amazon primarily focuses on the customer.

From the outset, Amazon prioritized creating a seamless shopping experience by offering a vast selection of products, competitive pricing, and unparalleled convenience.

This customer-centric approach extended to innovations like customer reviews, personalized recommendations, and an easy-to-use interface, which built trust and encouraged repeat business.

Amazon invested heavily in technology to improve the shopping experience and streamline operations. The creation of the “1-Click” purchasing system and Amazon Prime, which offered fast and free shipping, were technological innovations that set Amazon apart from competitors.

Additionally, Amazon Web Services (AWS) was launched as a cloud computing platform, which became a significant revenue stream and powered the company’s vast operations.

Amazon’s strategy involved expanding beyond books into every retail category, from electronics to clothing to groceries.

Amazon also diversified its business by launching products like Kindle, Echo, and Fire TV and expanding into services such as Amazon Prime Video, further embedding itself into consumers’ lives.

Amazon’s strategic focus has yielded extraordinary results, making it a prime example in any collection of small business case study examples. The company rapidly evolved from a startup into one of the largest retailers in the world.

Amazon’s ability to scale operations efficiently has enabled it to dominate the e-commerce space, capturing nearly 40% of the U.S. online retail market as of 2021.

The success of Amazon Web Services (AWS) further exemplifies the company’s innovative spirit, positioning Amazon as a leader in cloud computing. AWS has become a cornerstone of Amazon’s profitability, generating billions in revenue and supporting countless businesses worldwide.

This success story is crucial when discussing small business case study examples, demonstrating how diversification and innovation can drive substantial growth.

The introduction of Amazon Prime has cultivated a loyal customer base, with over 200 million subscribers globally who depend on the service for everything from daily essentials to entertainment.

Amazon achieved a market capitalization that surpassed $1 trillion in 2018.

• Customer obsession is crucial for building a loyal customer base and driving long-term success.
• Continuous innovation in technology and services can differentiate a company from its competitors and create new revenue streams.
• Scalability and efficient logistics are vital in managing rapid growth and maintaining a competitive edge in the market.
• Market expansion and diversification allow businesses to reduce risk and capitalize on new opportunities.
• Strategic acquisitions and investments can accelerate growth and enable entry into new markets and industries.

5. Snapchat

“Embrace the moment”—this mantra encapsulates Snapchat’s unique social media and communication approach. Snapchat emerged as a groundbreaking platform founded in 2011 by Evan Spiegel, Bobby Murphy, and Reggie Brown.

Unlike other social media platforms that focused on permanence, Snapchat introduced the concept of ephemeral messaging, allowing users to send photos and videos that would disappear after being viewed.

This innovative approach resonated with younger audiences and quickly set Snapchat apart in a crowded social media landscape.

This case study explores Snapchat’s journey, its challenges, strategies, and outcomes that solidified its place as a leader in the social media industry.

When Snapchat first launched, it faced significant challenges in a social media environment dominated by giants like Facebook, Twitter, and Instagram.

The critical challenge was differentiating itself in a market where social media platforms competed for user attention through features emphasizing permanence, likes, and public sharing.

Snapchat must convince users, especially younger ones, to embrace a new communication method focused on fleeting moments rather than lasting memories.

Another major challenge was monetization. While Snapchat rapidly gained popularity, especially among millennials and Gen Z, turning that user base into a profitable business was not straightforward.

The platform needed to find innovative ways to generate revenue without compromising the user experience centered around privacy and the temporary nature of its content.

Furthermore, Snapchat had to continually innovate to stay relevant as competitors began to imitate its core features. Maintaining its distinct identity and user base in the face of increasing competition was a constant challenge.

Snapchat implemented vital strategies focused on innovation, user engagement, and monetization to overcome these challenges. Snapchat’s primary innovation was its focus on ephemeral content—photos and videos that disappeared after being viewed.

This concept was a significant departure from other social media platforms, where content was designed to be permanent.

Snapchat also introduced other unique features, such as Stories (a 24-hour timeline of photos and videos), Lenses (augmented reality filters), and Discover (a platform for branded content and news). These features helped differentiate Snapchat and attract a younger demographic that valued privacy and spontaneity.

Snapchat prioritized user engagement by constantly introducing new and playful features that kept the platform fresh and exciting. The app’s interface encouraged users to interact with friends more personally and creatively, fostering a strong sense of community and belonging.

The introduction of Snapstreaks, which tracked how many consecutive days two users communicated, further boosted user retention and engagement.

To address the challenge of monetization, Snapchat developed innovative advertising solutions that were integrated seamlessly into the user experience. The company introduced Snap Ads, full-screen vertical video ads between Stories, Sponsored Lenses, and Geofilters, allowing brands to create interactive user experiences.

Snapchat also leveraged its Discover platform to partner with media companies and offer premium content, generating additional revenue streams. These strategies allowed Snapchat to monetize its user base effectively while maintaining its core appeal.

Snapchat used a strategic approach to innovation, user engagement, and monetization. This paid off, making Snapchat one of the most popular social media platforms among younger audiences.

By 2023, Snapchat had over 375 million daily active users.

The majority of its user base comprises millennials and Gen Z, who are often elusive for other platforms to capture. Snapchat successfully turned its unique approach to content sharing into a lucrative business.

The company’s innovative advertising solutions and partnerships with brands and media outlets allowed it to generate substantial revenue. This helped to achieve profitability after several years of operating at a loss.

As of 2023, Snapchat’s parent company, Snap Inc., had a market capitalization of over $15 billion.

Features like AR Lenses and Snap Maps kept existing users engaged and attracted new ones, helping Snapchat maintain its competitive edge.

Despite the challenges posed by larger competitors, Snapchat has carved out a distinct niche in the social media landscape.

• Innovation in user experience can set a platform apart in a crowded market, especially by offering unique features that address specific user needs.
• Focusing on user engagement and updating the platform can help maintain a loyal user base.
• Creative monetization strategies that align with the platform’s core values can drive revenue without alienating users.
• Staying ahead of competitors through constant innovation is essential in fast-moving industries like social media.
• Understanding and targeting a specific demographic can lead to strong brand loyalty and long-term success.

Small business case study examples are about illustrating the transformative impact your business can have. These case studies not only showcase your expertise but also build trust and inspire action.

Let these examples guide you as you develop your case studies. Turn your client successes into compelling narratives that set you apart in the marketplace.

By following these small business case study examples, you can create compelling narratives that resonate with your target audience. Use SocialBu’s analytics to track the performance of your case study campaign and identify areas for improvement.

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

What is a case study in business example, what are good examples of case studies, how do you write a business case for a study.

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