case study approach ppt

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Blog Case Study

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

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!

Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

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We’ve collected the top free PowerPoint case study presentation templates with or without sample text. Marketing and product managers, sales execs, and strategists can use them to arrange and present their success stories, strategies, and results.

On this page, you'll find six PowerPoint case study presentation templates, including a  marketing case study template , a  problem-solution-impact case study , and a  customer journey case study template , among others. Plus, discover the  key components of successful case study presentations , find out the  different types of case study presentations , and get  expert tips .

PowerPoint Single-Slide Case Study Presentation Template

Download the Sample Single-Slide Case Study Presentation Template for PowerPoint Download the Blank Single-Slide Case Study Presentation Template for PowerPoint

When to Use This Template:  Use this single-slide case study presentation template when you need to give a quick but effective overview of a case study. This template is perfect for presenting a case study when time is limited and you need to convey key points swiftly.

Notable Template Features: You can fit everything you need on one slide. Download the version with sample text to see how easy it is to complete the template. Unlike more detailed templates, it focuses on the main points, such as the problem, solution, approach, and results, all in a compact format. It's great for keeping your audience focused on the key aspects of your case study without overwhelming them with information.

PowerPoint Marketing Case Study Template

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

When to Use This Template: Choose this marketing case study template when you need to dive deep into your marketing strategies and results. It's perfect for marketing managers and content marketers who want to showcase the detailed process and successes of their campaigns. 

Notable Template Features: This template focuses on the detailed aspects of marketing strategies and outcomes. It includes specific sections to outline business needs, results, and strategic approaches.

PowerPoint Problem-Solution-Impact Case Study Template

Download the Sample Problem-Solution-Impact Case Study Template for PowerPoint

Download the Blank Problem-Solution-Impact Case Study Template for PowerPoint

When to Use This Template:  This problem-solution-impact case study template is useful for focusing on how a challenge was solved and the results. Project managers and strategy teams that want to clearly portray the effectiveness of their solutions can take advantage of this template. 

Notable Template Features: This template stands out with its clear structure that breaks down the case into problem, solution, and impact. Use the template — available with or without sample data — to help you tell a complete story, from the issue faced to the solution and its results, making it perfect for presentations that need to show a clear cause-and-effect relationship.

PowerPoint Comparative Study Template

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

When to Use This Template:  Choose this comparative study template — available with or without sample data — to illuminate how different products, strategies, or periods stack up against each other. It's great for product managers and research teams who want to do side-by-side comparisons. 

Notable Template Features: This template lets you put things next to each other to see their differences and similarities, with a focus on direct comparisons. Use the columns and split slides to make the content easy to understand and visually appealing, perfect for highlighting changes or different approaches.

PowerPoint Customer Journey Case Study Template

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

When to Use This Template: This template is useful for customer experience managers and UX designers who need to understand and improve how customers interact with what they offer. Use the customer journey case study template with sample data to see how to show every step of a customer's experience with your product or service. 

Notable Template Features:  This template focuses on the whole path a customer takes with a product or service. It follows them, from first learning about the offering to after they buy it.

PowerPoint Case Study Storyboard Template

Download the Sample Case Study Storyboard Template for PowerPoint   Download the Blank Case Study Storyboard Template for PowerPoint  

When to Use This Template:  Creative teams and ad agencies should use this case study storyboard template — with or without sample data — to tell a story using more images than text.

Notable Template Features: This template transforms a case study into a visual story. Effectively communicate the journey of a business case, from the challenges faced to the solutions implemented and the results achieved.

Key Components of Successful Case Study Presentations

The key components of successful case study presentations include clear goals, engaging introductions, detailed customer profiles, and well-explained solutions and results. Together they help you present how your strategies succeed in real-world scenarios. 

The following components are fundamental to crafting a compelling and effective marketing case study presentation:   

• Clear Objective:  Define the goal of your case study, ensuring it addresses specific questions or goals. 
• Engaging Introduction:  Start with an overview of the company, product, or service, as well as the context to provide necessary background information. 
• Customer Profile:  Detail your target customer demographics and their needs to help the audience understand who the marketing efforts are aimed at and their relevance. 
• The Challenge:  Clearly articulate the primary problem or issue to overcome to establish the context for the solution and strategy, highlighting the need for action. 
• Solution and Strategy:  Describe the specific strategies and creative approaches used to address the challenge. These details should demonstrate your approach to problem-solving and the thought process behind your decisions. 
• Implementation:  Explain how the solution was put into action to show the practical application. This description should bring your strategy to life, allowing the audience to see how you executed plans. 
• Results and Impact:  Present measurable outcomes and impacts of the strategy to validate and show its effectiveness in real-world scenarios. 
• Visual Elements:  Use charts, images, and infographics to make complex information more accessible and engaging, aiding audience understanding. 
• Testimonials and Quotes:  Include customer feedback or expert opinions to add credibility and a real-world perspective, reinforcing your strategy’s success. 
• Lessons Learned and Conclusions:  Summarize key takeaways and insights gained to show what the audience can learn from the case study. 
• Call to Action (CTA):  End with an action you want the audience to take to encourage engagement and further interaction.

Different Types of Case Study Presentations

The types of case study presentations include those that compare products, showcase customer journeys, or tell a story visually, among others. Each is tailored to different storytelling methods and presentation goals.

The following list outlines various types of case study presentations:   

• Problem-Solution-Impact Case Study:  This type focuses on a clear narrative structure, outlining the problem, solution implemented, and final impact. It's straightforward and effective for linear stories. 
• Comparative Case Study:  Ideal for showcasing before-and-after scenarios or comparisons between different strategies or time periods. This option often uses parallel columns or split slides for comparison. 
• Customer Journey Case Study:  Centered on the customer's experience, this option maps out their journey from recognizing a need to using the product or service, and the benefits they gained. It's a narrative-driven and customer-focused case study format. 
• Data-Driven Case Study:  Emphasizing quantitative results and data, this format is full of charts, graphs, and statistics. This option is perfect for cases where numerical evidence is the main selling point. 
• Storyboard Case Study:  Use this type to lay out the case study in a storytelling format. This option often relies on more visuals and less text. Think of it as a visual story, engaging and easy to follow. 
• Interactive Case Study:  Designed with clickable elements for an interactive presentation, this type allows the presenter to dive into different sections based on audience interest, making it flexible and engaging.
• Testimonial-Focused Case Study:  This format is best for highlighting customer testimonials and reviews. It leverages the power of word of mouth and is highly effective in building trust.

Expert Tips for Case Study Presentations

Expert tips for case study presentations include knowing your audience, telling a clear story, and focusing on the problem and solution. They can also benefit from using visuals and highlighting results.

“Case studies are one of the most powerful tools in an organization’s marketing arsenal,” says Gayle Kalvert, Founder and CEO of  Creo Collective, Inc. , a full-service marketing agency. “Done correctly, case studies provide prospective buyers with proof that your product or service solves their business problem and shortens the sales cycle.”   

“Presentations are probably the most powerful marketing asset, whether for a webinar, a first meeting deck, an investor pitch, or an internal alignment/planning tool,” says marketing expert  Cari Jaquet . “Remember, the goal of a case study presentation is not just to inform, but also to persuade and engage your audience.” 

Use these tips to make your presentation engaging and effective so that it resonates with your audience:   

• Know Your Audience:  Tailor the presentation to the interests and knowledge level of your audience. Understanding what resonates with them helps make your case study more relevant and engaging. “Presentations can also be a forcing function to define your audience, tighten up your mission and message, and create a crisp call to action,” explains Jaquet.
• Tell a Story:  Structure your case study like a story, with a clear beginning (the problem), middle (the solution), and end (the results). A narrative approach keeps the audience engaged. 
• Focus on the Problem and Solution:  Clearly articulate the problem you addressed and how your solution was unique or effective. This section is the core of a case study and should be given ample attention. 
• Use Data Wisely:  Incorporate relevant data to support your points, but avoid overwhelming the audience with numbers. Use charts and graphs for visual representation of data to make it more digestible. 
• Highlight Key Results:  Emphasize the impact of your solution with clear and quantifiable results. This could include increased revenue, cost savings, improved customer satisfaction, and similar benefits.
• Incorporate Visuals:  Use high-quality visuals to break up text and explain complex concepts. Consider using photos, infographics, diagrams, or short videos.  “I put together the graphics that tell the story visually. Speakers often just need a big image or charts and graphs to help guide their talk track. Of course, if the audience expects details (for example, a board deck), the graphic helps reinforce the narrative,” shares Jaquet.
• Include Testimonials:  Adding quotes or testimonials from clients or stakeholders adds credibility and a real-world perspective to your presentation. 
• Practice Storytelling:  A well-delivered presentation is as important as its content. Practice your delivery to ensure you are clear, concise, and engaging. At this point, it also makes sense to solicit feedback from stakeholders. Jaquet concurs: “Once my outline and graphics are in place, I typically circulate the presentation draft for review. The feedback step usually surfaces nuances in the story or key points that need to show up on the slides. There is no point in building out tons of slides without alignment from the speaker or subject matter experts.”
• End with a Strong Conclusion:  Summarize the key takeaways and leave your audience with a final thought or call to action. 
• Seek Feedback:  After your presentation, request feedback to understand what worked well and what could be improved for future presentations. 

“Don't underestimate the power of a great presentation. And don't wait until the last minute or try to invent the wheel on your own,” advises Jaquet. “Many times, getting the next meeting, winning the deal, or getting the project kicked off well, requires your audience to understand and believe your story.”

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9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actually stifle your growth, leading to lost sales and overlooked opportunities. When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully, proving that the winning deck is not a monologue but a conversation that involves the reader.

Benefits of including interactive elements in your case study presentation

More decks read in full

Longer average reading time

In this post, I’ll help you shape your case studies into compelling narratives that hook your audience, make your successes shine, and drive the results you're aiming for.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Here's a visual representation of what a successful case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action. In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

I also recommend watching this video breaking down the 9-step process for writing a case study:

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to write a compelling narrative for your case study presentation?

Storytelling is the heart of an engaging case study presentation. It involves more than just stringing events together. You should weave an emotional journey that your audience can relate to.

Begin with the challenge —illustrate the magnitude of the problem that was faced. Then, introduce your solution as the hero that comes to the rescue.

As you progress, ensure your narrative highlights the transformative journey from the problem state to the successful outcome.

Here’s our recommended storyline framework:

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

Motivation is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution. Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

Ability refers to making the desired action easy to perform. Show how straightforward it is to implement your solution. Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

Prompt is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built. It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with a website builder.

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period.
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Case Study Presentation Template

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This case study template features the following sections

• 6 fully-customizable slides
• 140+ AI video avatars
• Voiceovers in 130+ languages
• Placeholders for data visualization, images, examples, and on-screen text
• Slide for introduction, problem statement, process, examples, solutions, and conclusion

How to use this case study template

Use this case study presentation template to create a video in just minutes by simply typing in text.

Step 1: Open the template in Synthesia

Click the ‘Use in Synthesia’ button to open the case study template in the video editor.

Step 2: Add text

Paste your text into the script box slide by slide, and choose a language and voice. Your text will be transformed into a text-to-speech voiceover in seconds.

Step 3: Customize video

Adjust the template to your needs - change the avatar, data, on-screen text animations, logos, colors, and more.

Step 4: Generate video

Click on ‘Generate video’ and your engaging and effective case study video is done!

Create a professional presentation in minutes

With Synthesia, you can create a compelling case study presentation in 5 minutes by simply typing in text. With the help of one of our popular templates, you can outline and highlight all the important information in a visually stunning way. No more basic PowerPoint case study templates.

Like PowerPoint templates, but better

Long gone are the days of presenting case studies with a plain PowerPoint template. Transform your case study presentations into an engaging video format with AI presenters in just a few minutes.

Browse our collection of case study templates, customize your chosen case study template as you please, and create professional-looking business slides in just a few clicks.

Frequently Asked Questions

Can a case study be a powerpoint.

Absolutely! In fact, using a case study PowerPoint presentation has long been the industry standard, as it's one of the most effective methods of presenting your case study project concisely and engagingly.

How do you write a case study presentation?

To write a case study presentation, think of it as a story. The key idea with a case study presentation is to organize an overview of the problem, findings, and solutions to the problem in a succinct way, yet keep it engaging for your audience.

Here are 4 steps to help with writing an effective case study presentation:

1. Describe the problem

All case studies start with a problem statement. This is where you explain the main focus of the client and the problem they're trying to find a solution for. Don't go into too many details to avoid boring your audience.

2. Present the process and solution

Now that you have given context to the case study, it's time to present the process and solutions.

Illustrate the process briefly, but don't spend too much time on that, as the process is not the most important part of a case study.

Outline all relevant solutions in a few sentences, and make sure to mention any alternate solutions too. Include the objectives and goals that the client wanted to achieve, and how the solutions fit into that.

3. Show examples with data

Nothing proves your point better than examples and data. Make sure to include an example, a client testimonial, and any relevant data in your case study to demonstrate the effectiveness and value of your solutions. The more evidence you provide, the more compelling your case study appears to your clients.

4. Outline the results

Use the last part of the case study PowerPoint to show the success of your project. Show the key outcomes and how those outcomes impacted your client.

How do you end a case study presentation?

In a business context, the last part of case studies should demonstrate how successful your solution to the problem was.

Summarize the key results and takeaways in a few memorable sentences, and, if applicable, quickly show how those results could be applied to other clients.

What is the purpose of a case study presentation?

A case study presentation is typically used to share in-depth information about a particular company, individual, or project.

The purpose of such a presentation is to provide audience members with a detailed understanding of the case in question.

In many cases, case study presentations are also used to generate discussion and debate about the best way to handle a particular situation. As such, they can be an invaluable tool for business students and professionals who are looking to gain insights into real-world problems.

How long should a case study presentation be?

When it comes to giving presentations, there is no one-size-fits-all answer. The length of your presentation should be based on the nature of your case study and the amount of information you need to share.

If you are presenting a complex case study with multiple layers of data, you will need more time to present all the information than if you are sharing a simpler case study.

In general, though, most case study presentations should be between 15 and 20 minutes in length. This gives you enough time to introduce your topic, share the key points of your case study, and leave time for questions from the audience.

Explore Other Templates

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20+ Best Case Study PowerPoint Templates for In-Depth Analysis

In today’s dynamic professional environment, presenting in-depth case studies becomes critical for businesses and individuals alike. This compilation features over 20 of the best PowerPoint templates specifically designed for presenting comprehensive and engaging case studies. Whether you aim to detail the analysis and strategies behind a business decision, or delve into a person’s journey, these assets can streamline your process and elevate your presentation.

Each template is carefully curated, equipped with slides that cater to an array of elements necessary for a persuasive case study – presenting research, displaying data, sharing interviews, and more. With these templates at your disposal, you can easily translate raw information into an insightful and visually appealing narrative.

Available in both free and paid options, these PowerPoint templates encompass a diverse set of designs and formats. Be it a start-up pitch or an academic research presentation, this post brings forward a wide variety of quality tools for crafting impactful case studies.

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Ciri PPT Template

Bolo PPT Template

Agency Portfolio PPT

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The X Note Template

Analysiz Powerpoint

Blue case study powerpoint template.

The Blue Case Study PowerPoint Template offers a sleek and modern design, perfect for various presentations. Designed meticulously, this 18-slide multipurpose template allows users to easily edit graphics and texts. It’s user-friendly, simply drag and drop pictures into placeholders. The template, ideal for seminars, webinars, business presentations, arrives with a documentation file and free support. Recommended free web fonts included. Note, preview images aren’t included within download files.

Black & Yellow Study PowerPoint Template

The Black & Yellow Study PowerPoint Template is a sleek, easy-to-use resource perfect for presenting information in an engaging way. With 35 customizable slides, charts and graphs for data representation, and drop-and-drag image placeholders, it balances professional design with practical features. Ideal for students, workers, or any professional who needs to visually communicate information, this template enhances any presentation. Note: preview photos are not included.

Vibrant Case Study PPT Template

Introducing the Vibrant Case Study PPT Template: a modern, versatile tool perfect for enhancing business presentations, project pitches and lookbook slides. Features include a 16:9 widescreen format, resizable and editable graphics, and a convenient drag & drop picture placeholder. The package comes with PowerPoint and XML files, as well as a helpful guidance file. Please note, images are not included.

Stylish Case Study PowerPoint Template

The Stylish Case Study PowerPoint Template by Decentrace is a clean, contemporary, and professional-grade deck design perfect for various business endeavours. Whether it’s a case study proposal, a sales report, or a startup pitch, this template, boasting of 25 total slides, resizable graphics, and free fonts, is an excellent tool. It comes with a handy help file and allows for easy image placement. However, images shown are just previews and not included in the file.

Case Study PowerPoint Template

The Case Study PowerPoint Template by RRGraph Design is an all-inclusive tool for enhancing your business presentations. With 30 unique slides, 90+ customizable XML files, and options for light and dark backgrounds, it transforms every stage of your business development into engaging visual stories. Handmade infographics give an authentic touch to your brand’s narrative. Please note, image stocks are not included.

Case Study Presentation Template

The Case Study Presentation Template is a professional PowerPoint template designed to enhance the quality of your next presentation. It comes with a helpful ‘Read Me’ text file and includes 30 easily customizable slides in seven different color themes. Despite the absence of images, its organization into named groups and ability to change size, recolor, and more make it a highly versatile asset.

Buminas Case Study PowerPoint Template

The Buminas Case Study PowerPoint Template is a clear, versatile tool that can be used for a wide range of business presentations including finance, marketing, management, and many more. Its features include 30 unique, easily editable slides, free web fonts, and widescreen ratio. Keep in mind, demo images are for preview purposes only and are not included in the files.

Fun Case Study Presentation Template

The Fun Case Study Presentation Template is a unique yet professional choice for those needing a clean, creative and straightforward template. It features more than 20 unique slides, theme color options, resizable graphics and drag and drop photo replacement. The full HD 16:9 ratio and the minimal design make your presentation visually appealing. Easy to customize in Microsoft PowerPoint to match your personal or company brand.

Purple Case Study PowerPoint Template

The Purple Case Study PowerPoint Template offers a professional style that is easy to fully customize according to your preferences. Offered in both a dark version and a light version, this template is editable in PowerPoint format files, allowing you to alter images, colours, and text. It also features unique font themes, a color scheme, image placeholders, and free font use. Please note, preview and image stocks are not included.

Case Study Finance PowerPoint Template

The Case Study Finance PowerPoint Template offers a sleek and professional look for various presentations. It’s great for financial reports, business meetings, project pitches, and other uses. With 30 unique slides, a light background, and all graphics being resizable and editable, this versatile tool makes it easy to customize your presentation. The package also includes XML files, an icon pack, and a help file. Note: Image stocks are not included.

Study Case PowerPoint Template

The Study Case PowerPoint Template is a flexible and creative asset perfect for both corporate and personal presentations. Boasting a clean, elegant design with 60 total slides – split evenly between light and dark versions – all in a widescreen 16:9 ratio. This user-friendly template, including master slide layouts and a free font, can enhance your presentations, potentially attracting more customers. Note: Images used in preview not included.

Case Study PowerPoint Presentation

The Case Study PowerPoint Presentation is a versatile and interactive creative template that is easily customizable. Crafted for a wide range of uses, from academic presentations to innovative team projects, you can personalize elements like text, images, and colors. Offering over 125 slides, 5 predefined color variations, animations, infographic icons, and an easy drag-and-drop picture replacement, it’s compatible with all versions of PowerPoint. Please note, original template images are not included.

Cestudy Case Study PowerPoint Template

The CeStudy Case Study PowerPoint Template is a resourceful tool designed to amplify your company’s presentations. It comes with 26 distinctive slides, features such as resizable and editable graphics, easy-to-edit colors, and a wide screen ratio. Supported by free, prompt customer service, this template also provides provisions for drag and drop images, enhancing the beauty and creativity of your content.

Acropolis Case Study PowerPoint Template

The Acropolis Case Study PowerPoint Template, provided by RRGraph Design, is an extensive asset for your presentations. With 45 unique slides, over 90 custom theme colors, and options for light or dark backgrounds, this template is fully customizable. It also includes handmade infographics to enhance your storytelling. Designed to accompany your business development stages, it’s a great tool for project presentations and brand recognition.

Casevoke Case Study PowerPoint Template

The Casevoke Case Study PowerPoint Template is a versatile presentation resource suitable for various purposes, including case studies, research, reports, and proposals. It offers 30 easily-editable master slides with 16:9 widescreen ratio, customizable graphics, a placeholder for pictures, and an included data chart. The usage of recommended free web fonts ensures an aesthetically appealing presentation. Please note, images in the demo are for preview purposes only.

Busca Business Case Study PowerPoint

The Busca Business Case Study PowerPoint is a universally adaptable presentation template, perfect for a spectrum of uses – from creative agencies and corporate business profiles to personal portfolios and start-ups. This asset, featuring 30 easily editable slides available in three color options, boasts a 16:9 wide screen ratio and a simple drag-and-drop mechanism. Please note, demo images are for preview only and not included in the file.

Bresky Case Study PowerPoint Template

The Bresky Case Study PowerPoint Template offers a sleek and unique design for a variety of presentation needs. With 25 slides that have been carefully created for aesthetic appeal and usability, it’s a versatile choice for any business, portfolio or branding project. Easy to use and customizable, it focuses on strong typography and incorporates unique mockup devices and portfolio slides, providing a professional and modern feel to any presentation.

Minimal Case Study PowerPoint Template

The Minimal Case Study PowerPoint Template is a versatile and user-friendly tool. Ideal for creative agencies, startups, corporations and more, it features 15 customizable slides and easy-to-edit elements. It has an intuitive drag-and-drop image feature, and the text, photos, shapes and colors are all easily adjustable. The template comes in a 16:9 ratio and uses free fonts. Note, images aren’t included.

Case Study and Education PowerPoint Template

The Case Study and Education PowerPoint Template offers a professional, ultra-modern design for educational and academic presentations. With 20 resizable and editable slides, this versatile template can be used for any topic, from school research projects to management seminars. With user-friendly features like drag-and-drop picture placeholders, free web fonts, and wide screen ratio, creating an engaging presentation becomes effortless.

Case Study Powerpoint Template is a sleek and professional presentation asset well-suited for those aiming for a clean, creative, and unique style. It features over 20 unique slides, a customizable color palette to match your brand, and is fully editable with easy-to-use drag and drop functions. With its high quality, resizable vector elements and free fonts, it’s an accessible tool to elevate your presentations.

Case Study Business PowerPoint Template

The Case Study Business PowerPoint Template is a sleek, minimalist style presentation tool ideal for various needs such as business proposals, lookbooks, and project pitches. With 30 unique slides, light and dark backgrounds, resizable graphics, and a drag & drop image feature, it offers versatility and ease of use. The package includes PowerPoint files, color schemes, a help file, and an icon pack, although images must be supplied separately.

The Case Study Presentation Template is a unique, clean, and professional PowerPoint tool perfect for creating captivating presentations. With over 20 unique, easy-to-edit slides, a full HD 16:9 ratio, and a master slide layout allowing easy photo replacement, this asset is a time-saver. The minimalistic and creative design makes for engaging presentations that align with your brand’s aesthetics.

Scilast Study Case Lab Template PowerPoint

The Scilast Study Case Lab Template PowerPoint is a versatile and artistically designed presentation tool. Perfect for both corporate and individual presentations, it boasts of a total of 60 slides, with an equal mix of light and dark themes to suit your style. It’s easily customizable with a widescreen ratio of 16:9 and includes master slide layouts. Please note, images used in previews are not included.

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Case Study PowerPoint Templates and Slide Designs for Presentations

We present to you our productive library of case study PowerPoint templates to help you showcase your success stories, services, or product analysis that impress your clients. We provide these case study templates that lessen your efforts in conducting a case study. Our presentation templates in general offer you attractive designs, appealing powerpoint themes , and 100% customization. These business case study templates will help you create great case study ppts to showcase and analyze your products, customers, and market conditions. The different case study formats serve multiple business presentations , such as showing numerous product success stories, marketing success stories, long-term relationships with the clients, and much more. Find unique and creative case study presentation examples and case study samples to create effective case study presentations. Download case study templates collection available in Google Slides as well. Also, browse through our ready-to-use free PowerPoint themes, they can help you to build impressive presentations in no time.

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What is a case study.

A case study is a research technique used for an in-depth study or research that provides a better understanding of a topic. A business case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, necessary to convince the audience of your solution. Consider a case study as a way to highlight a strong explanation to a well-defined question regarding your business. For example: Why should the client give you the project? Or Why should your product be used by the client? etc.

Why Use Case Study Templates?

A case study is a  marketing plan presentation  that helps tell the story of how your product or service helps a company achieve its goals. The task is to convince your customers about your company’s capabilities, success stories, and previous experiences. And that requires an excellent case study presentation template. A well-structured business case study template can exponentially increase your chances of convincing your clients.

Case study PowerPoint templates outline a company’s success or efficiency in dealing with different customers and their demands. Whether a product or a service, a case study template is useful for showcasing your strengths and achievements.

Who Can Use A Case Study Template?

Case study template design is widely used for several types of presentations by several business professionals, entrepreneurs, organizations, companies, etc. Business case study templates can be used to:

• Promote your products and services.
• Cover short-term and long-term goals of a company.
• Gather positive feedback from their existing customers.
• Emotionally persuade your target audience.

What Are The Features Of A Good Case Study Template?

A good case study analysis template should:

• Highlight key points or your strongest argument in every section to present your in-depth research on the topic
• Use  powerpoint icons  and data that back up your arguments and make your presentation appealing to the audience
• Design scientifically to  make an attractive presentation  and raises your chances of success
• Show a visual hierarchy that creates a contrast between the key facts, significant information, and background data
• Use a professional color scheme that does not distract the audience from the key content
• Use engaging visuals that keep the audience interested and encourage two-way communication.

What Is The Purpose Of A Case Study Presentation?

The case study is one of the significant marketing tools that help you tell the story of how your product or service helps your clients achieve their goals. The purpose is to convince your customers about your company’s potential, success stories, and previous experiences. And that requires an excellent case study format. A well-structured case study slide design can exponentially increase your chances of convincing your clients.

What Background Is Best For A Case Study PowerPoint Presentation?

The background matters in a  PowerPoint presentation , use the principles of visual hierarchy and create a contrast between the content and background, to draw attention to the right material on the page. Use color schemes that suit your case study topic, Using the monochromatic theme, which is a classic professional color scheme, will be a safe bet. Typically, use relevant images or clear  powerpoint background  to highlight the case study details.

What Is The Structure Of A Case Study PowerPoint Template?

The objective of the case study PowerPoint template is to highlight the company’s offerings and success with the clients and customers. Keeping that in mind, the case study template should have the following sections:

Problems: This section of your case study template details of the problems of clients you have solved. This is to showcase your experience and area of expertise.

Solutions: This section of the case study showcases the solutions and approaches that you have provided to your existing clients and resulted in success.

Results: This part is an important one, here you showcase positive results your clients got by your solutions and approaches. Showing some specific and detailed examples such as market share, profit margin, etc.

How Long Should A Case Study PPT Template Be?

A case study ppt template is typically one page and in a few cases where you need to show your product or service offerings in detail, it could be an entire presentation. Usually, case studies are appended to the business proposal or  sales process .

What Is The Main Advantage Of A Case Study?

A case study is your concise and well-reasoned argument that convinces the audience for whatever you are trying to convey to them whether it is your research or a business proposal. The main advantage of the case study is that it showcases your potential, success stories, and previous experiences. A well-structured case study can exponentially increase your chances of convincing your clients.

Where Can I Download Case Study PPT Templates?

SlideUpLift has a vast collection of premium and free Case Study PowerPoint Templates to help you showcase your success stories, services, or product analysis in your case study presentation that impresses your clients. We offer unique designs, appealing color themes, and 100% customization. These business case study templates will help you create effective case studies to showcase and analyze your products, customers, and market conditions.

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What Is a Case Study?

Weighing the pros and cons of this method of research

Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

Cara Lustik is a fact-checker and copywriter.

Verywell / Colleen Tighe

• Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

• Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
• Gives researchers the chance to collect information on why one strategy might be chosen over another
• Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

• It cannot necessarily be generalized to the larger population
• Cannot demonstrate cause and effect
• It may not be scientifically rigorous
• It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

• Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
• Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
• Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

• Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
• Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
• Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
• Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
• Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
• Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

• Archival records : Census records, survey records, and name lists are examples of archival records.
• Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
• Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
• Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
• Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
• Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

• Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
• Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
• Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
• Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

• Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
• Read examples of case studies to gain an idea about the style and format.
• Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

Home Blog Business A Guide for Case Study Interview Presentations

A Guide for Case Study Interview Presentations

You’ve been called for an interview at your dream firm and spent the entire night rote learning policies, laws, and theories to impress the panel of interviewers with your ability to retain knowledge. However, when the interview presentation begins, contrary to your expectations of being asked to recall the information you’ve memorized, you are handed a piece of paper, which entails details about a financial embezzlement scandal. You are instructed to analyze the document and provide solutions to the problems mentioned at the end of the document.

The above-mentioned hypothetical situation is an example of a case study interview, often used by professional services firms to assess and hire applicants.

Table of Contents

What is a case study interview?

Why a case study interview, format of a case study interview, non-profitability cases, startup and early stage ventures, market sizing framework, profitability framework, market study framework, merger & acquisition cases framework.

• Example Scenario 1

Example Scenario 2

A case study interview is one in which the candidate is interviewed about a scenario-based business organizational challenge that the company may have experienced. The case interview allows candidates interested in a career in consulting to exhibit their analytical, communication, and reasoning abilities. The case study interviews are constructed in such a way that they aid in identifying key issues in order to develop effective solutions. ( LSE )

To gauge a potential employee’s ability to apply theoretical knowledge to real-world situations and develop workable answers in a constrained amount of time, interviewers use the case study interview method. Big market players, like McKinsey, Deloitte, or Bain and company, use case studies in their job interviews . The interviewer may measure a candidate’s ability not just to grasp technical elements of a real-life problem, but also to come up with creative solutions, by asking case study questions.

Case study interviews are often carried out in one of two ways, depending on the goals and specifications of the company conducting the interview.

• Interviewer-led interview
• Candidate led Interview

Interviewer led

During a case study interview, the interviewer is the one who sets the tone, pace, and overall structure. It is a highly structured interview where the candidate should be prepared for a sudden change of style depending on the interviewer. The interviewer continues asking questions they’ve already prepared regardless of the candidate’s answers.

Candidate led

In contrast to an interviewer-led, a candidate-led is less regimented, and the candidate takes the wheel. They are expected to shape the Interview from start to finish. In this case, the candidate’s answers determine the line of questions. It is convenient for a firm to assess if an individual can handle situations independently by conducting a candidate-led interview.

In the final section, we’ve provided candidate- and interviewer-led interview cases in our examples.

Archetypes of Case Study Interviews

Not every case study interview is centered on profit or revenue-generating scenarios. The interviewer may begin with a case of Non-Profitability. The analyzed organization might face a challenge to reach an objective. It requires a situation analysis in order to provide a diagnosis. The candidate will run the analysis, provide a diagnosis, and based on it will define a strategy to overcome the challenge and reach the objective. 

During the case interview, the focus is on strategic issues and recommendations for developing an industry’s environment while dealing with challenges. Regulations, consumer preferences, and more might all fall under this umbrella. Here, a SWOT analysis is useful in identifying the competitive landscape.

Taking into account the emerging Industrial Revolution 4.0 startup boom. The interviewer will most likely use this as an example in your case study interview. Market entry cases are comparable to startup, and early venture case studies, except the company, is smaller and employs fewer people. One must have a strong product or service in order to have a foothold in the market with significant profit margins.

The case study discussion should focus on the following three areas: the right people, the right problem, and the right solution. A minimum viable product and a well-thought-out business strategy are necessary. Startups are more likely to be agile and successful when these three characteristics are present.

In a market sizing question, commonly known as ‘guesstimate,’ the candidate is asked to estimate the size of a market randomly selected by the interviewer with little or no data available. Market size questions should be approached by segmenting data and adapting the MECE technique. In a case study interview, you may also solve market sizing problems by using the issue decision tree .

 Case study interview questions can be the following:

• Estimate the market size of frozen foods in a suburban area of Melbourne.
• How many individuals are currently consuming vitamin water in China?

Every firm’s ultimate goal is to earn profits; therefore, the profitability framework seeks to identify whether the candidate can correctly assess the cause of decreased profitability or ways of increasing profitability. Candidates are usually provided with names, figures, and facts to answer questions pertaining to different aspects of profitability.

A market study framework generally aids in determining an individual’s ability to assess market factors like market entry potential, revenue growth, and market share.

In order to construct a framework for a market study in a case interview, the candidate must focus on five components. The market, rivals, customers, your firm, and your product/service are all included. This market analysis methodology necessitates the candidate to ask further clarifying questions on the financial and profitability impact on the company in discussion.

The merger and acquisition cases framework is considered one of the most accurate judges of the candidate’s potential as it deals with all major components of market analysis, including but not limited to market sizing, profitability, and market study factors. These case study interview questions usually deal with whether or not two or more companies should opt for a merger/acquisition.

When addressing an M&A case, three components should be taken into account: the synergies between the two organizations, the integration of talent, technology, and so on, and regulatory approvals.

Case Study Interview Example Scenario 1

Objective: Country X is situated in Asia and has a population of 20 million. It is developing a national action plan to transform its education system. It wants to improve the quality and quantity of children’s education. The objective is to advise the client on transforming their education system.

Description: Country X is a developing nation of 20 million residents and has emerged as a free market economy after spending decades under communism. The Country aspires to have an economic action plan for transforming education. The schooling system in Country X is completely public (state managed) and has government-run schools spread throughout the Country. Children are admitted from age 5 to 18. The objective is to evaluate the current state of the education system and how it can meet the aspirations of the Government. 

This type of scenario mostly follows an interviewer-led approach. This falls under the Non-Profitability case study example. The primary purpose is to examine the issue from the top-down approach to get a higher-level view. Initially, qualitative analysis is performed.

• The interviewer will first ask how you intend to analyze and evaluate the problem’s underlying issues.

An approach is to structure the response into three sections. A PowerPoint slide with a clear bifurcation of these three sections can be presented under a separate heading.

The initial section should emphasize some quantitative metrics of education. This encompasses observations such as how age, gender, and geography affect access to education. How many teachers are working in schools around the region? How much is spent on healthcare?

The second component is the quality of education, including the curriculum, teaching methods, etc. The second question is quantitative and requires analysis of a table containing distinct informational values relative to competitor nations.

A third element of the analysis could be to understand the effect of education in Country X’s economics objectives.

You will be provided with a table with figures for the number of pupils and teachers, health care expenditure, student-to-teacher ratio, etc. You will be expected to evaluate competitor values in comparison to Country X. Among the observations that can be made are how Country X compared to other nations regarding health care spending and the student-to-teacher ratio. The table values can be interpreted as, e.g., Country X has the highest education expenditure but has the lowest student-to-pupil ratios. All this information can be presented using SlideModel PowerPoint templates .

Comparing the observation to international standards is another way of acquiring a deeper understanding of the provided data. Because only 15 percent of Country X’s population is enrolled in school, the question is how many schools should be opened given that Country Y surpasses Country X in an international comparison. To solve such a puzzle, you will use comparable data to compute the number of schools utilizing population and school information from the provided data. This will assist you in determining a solid number to present in the Interview. The final number can be presented as a percentage or an absolute number in a much larger font on the ppt slide. SlideModel has a variety of case study templates you can choose from to showcase your result in a much more engaging manner.

These two approaches for the qualitative and quantitative aspects of the case Interview enable us to cover the fundamentals of a case study interview. 

Objective: Client Y is about to launch a new phone and desires to determine the size of the Apple product market. The objective is to determine how many iPhones Apple sells in the United States annually.

Description: Client X seeks an analysis of the current market size of the iPhone, its primary rival in the mobile phone industry. The current population of the United States is 320 million, and iPhone has a very large client base in the Country. The client requests that you calculate a number that provides a reliable estimate of the size of the iPhone market in the United States.

We will use a Three-step technique for a market size example to tackle this problem.

Step 1: Formulate the right question

To define market size, asking appropriate clarifying questions is a must. It is useful to define what the market size is and how to give a proper estimate for the market segment based on the given information.

For example:

Are we concentrating on a single iPhone model or the entire lineup?

Is it simply applicable to the United States, or do we also need to estimate worldwide iPhone sales through the US outlet?

After asking the appropriate clarifying questions, you can formulate a coherent strategy.

Step 2: Building a Framework

There are two sorts of problem-solving strategies for gauging the market questions. The top-down method and the bottom-up method.

The appropriate and easy way to solve this is to utilize top-down methodology and show it via an Issue tree. Using the MECE (Mutually conclusive and Collectively exhaustive) technique , an issue tree is a logical tree that may be depicted graphically to address difficult business challenges. It is quite common in market size questions. On the SlideModel website, you will discover a choice of templates for creating an excellent visual tool, i.e., The Issue/Logic tree.

You might convey it by beginning with the United States 320 million people.

Determine what proportion of phones are iPhones.

Identifying the frequency with which an individual purchases an iPhone each year.

And determine the number of iPhones sold based on the frequency and quantity of iPhone owners.

Step 3: Estimating and making assumptions

The estimated population of the United States is 320 million. Assuming that 75 percent of the United States population possesses a mobile phone and 30% are iPhone users because the number of smartphone users has multiplied in the digital era, we obtain: 

75 % x 320 million = 240 million Mobile Phone users.

30 % x 240 million = 72 million iPhone users.

Again, we suppose that each of these 72 million people buys an iPhone every two years. A single client will acquire one iPhone 0.5 times in a year.

Therefore, 0.5 times 72 million is 36 million iPhone sales.

To estimate the size of the iPhone market in the United States, we might assume the average iPhone price is $100.

By calculating the cost by the number of units sold a year, we get:

$100 x 36,000,000 = $3.6 billion USD.

Therefore, the annual market size for apple goods is $3.6 billion.

Calculations and estimations utilizing the said frameworks require practice and findings. SlideModel will assist you in organizing your framework and offer you visual tools to successfully convey your findings to the interviewer.

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Methodology

• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

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Professional editors proofread and edit your paper by focusing on:

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In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

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Chapter 5: The Case Study Approach

Jan 03, 2020

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Chapter 5: The Case Study Approach. www.eonetechnologies.com. Objectives. Demonstrate how surveys, flow charts and financial statements are used to analyze the loss exposures of an insured or a potential insured;

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• personal property
• loss exposures
• liability exposures
• liability exposure analysis
• replacement cost insurance pays

Presentation Transcript

Chapter 5: The Case Study Approach www.eonetechnologies.com

Objectives • Demonstrate how surveys, flow charts and financial statements are used to analyze the loss exposures of an insured or a potential insured; • Analyze a case study and explain what factors must be considered to design a risk management program.

Introduction • It is important to dig for the necessary information to do a through job. • To do this: use a systematic approach. • Suggested methods for identifying exposures: • Physical inspections, • Financial statement analysis, • Flow charting of operations, • The use of checklists,and • Other methods for the identification of exposures.

Surveys • Surveys or questionnaires have been developed by many insurers and other organizations to obtain information. • Minimally, each producer should make use of a survey and a physical inspection as part of a systematic information gathering process. • There is no best survey – producers may wish to develop their own. • FLAW: • Individualized risk identification procedures may be required.

Flow Charts and Financial Statements • Two procedures some producers use for risk identification are: • The flow chart method, and • Financial Statement analysis. • A combination of the two, with a survey or questionnaire as a final check, may be desirable.

Flow Chart Method • A chart is drawn showing the flow of labour, materials, and other production factors through the firm, from suppliers to customers, and the flow of money through the firm in the opposite direction. • The flow chart allows examination of the firm’s operations systematically, step by step, in search of loss exposures. • Most flow charts will be more complex. • It may be necessary to prepare several flow charts depicting each segment of a larger operation.

Flow Chart Method

Financial Statement Analysis • Involves detailed questioning to find loss exposures that are not apparent on the surface. • See Exhibit 5-2: Balance Sheet – Versatile Adapter Corp. • Analyzing the financial statements can help identify and evaluate obvious and obscure loss exposures.

Financial Statement Analysis

REVIEW: • Case Studies: • Joyner Sales and Service Corporation • Cornucopia Enterprises • Back of the chapter – part of Test #1

Joyner Sales and Service Corporation - Overview • Over 80 years in operation and the best automotive service centre in a large Canadian city • Run by brothers Sam and Tony Joyner (sons of founder). • Large premises with parking spaces for monthly rentals. • 18 full-time mechanics including specialists. • Waiting list of several days as they do specialized work. • Drive customers cars and drive customers home. • Large gas operation, all products supplied by Imperial.

Joyner Sales and Service Corporation - Overview • $8M per year in parts sales but issues with building layout. • Long range plans to change office layout by financing through retained earnings. • Parts supplied by national jobbers. Over 35 manufacturers in product line and each automotive product has a choice of between 2 and 7 manufactures. • 60 total employees – some long time employees. No retirement or life/health program for these employees. Recent accident has shown the brothers this is a major issue. • Brothers plan to retire soon. • See Additional Information

Joyner Sales and Service Corp. • Property Exposed to direct loss: • Real and personal property • Showroom windows and sign • Personal property intended for permanent placement • Personal Property subject to regular movement (but not necessarily intended for regular movement)

Joyner Sales and Service Corp. • Property Exposed to direct loss: • Real and personal property • Personal Property intended for movement (frequent)

Joyner Sales and Service Corp. • Measuring Direct Damage Losses • Replacement costinsurance: pays the cost of replacement without deduction for depreciation. • Actual Cash Value (ACV): Replacement cost minus depreciation. • Replacement Cost: the cost to rebuild at present prices with new materials of like kind and quality. • Two cautions about replacement cost calculations:

Joyner Sales and Service Corp. • Measuring Direct Damage Losses • Depreciation: actual using up of the building, including the allowance for physical depreciation and obsolescence of the building. • Difficult to estimate – percentage of expected useful life is a common approximation. • Personal property – gain guidance from published sources, people in the business of selling that property, and claims representatives and adjusters of insurance companies. • NOTE: Actual Cash Value (ACV) will be calculated at the time of the loss.

Joyner Sales and Service Corp. • Measuring Direct Damage Losses • No matter how much insurance is purchased, no more than the actual cash value at the time of the loss will be paid (Indemnity). • Insure to value ( ) as direct damage insurance will generally pay the smaller of either the face amount of the policy (amount of insurance) or actual cash value of the loss. • A customer’s balance sheet and other financial records provide very little help in determining values for long-lived assets. • Useful in identifying exposures but not in measuring the extent of those exposures or values of those assets (as historical cost or other GAAP measure).

Joyner Sales and Service Corp. • Measuring Direct Damage Losses • Inventory – the method used to value inventory must be carefully checked. • LIFO ( ) – inventory may be significantly undervalued. • FIFO ( ) – uses current cost elements and valued on the most recent production costs. • During high inflation FIFO values may be understated. • Discuss peak season endorsement later to deal with fluctuations as a result of seasonal changes.

Joyner Sales and Service Corp. • Indirect Loss Exposure Analysis • Indirect losses can be difficult to identify, may take some imagination. • Business Interruption Insurance • Gross Earning (US origin) • Profits (British origin – Net Profits) • Key difference– both forms pay, within their limitations, the loss of earnings including continuing expenses HOWEVER • Gross Earningsonly pays

Joyner Sales and Service Corp. • Indirect Loss Exposure Analysis • Business Interruption Insurance • It is possible that customers will return after a loss and Gross Earnings is adequate and less expensive BUT Always let the potential client make a choice like this – otherwise if you secure the business and there is a loss in which things do not turn out as expected, they may feel that you persuaded them to make the wrong decision. • If in doubt, insure on Profits form.

Joyner Sales and Service Corp. • Indirect Loss Exposure Analysis • Business Interruption Insurance • Co-insurance • can be 80% or 50% of Gross Earnings form • Profits always 100% co-insurance • Boiler exposure – make sure to get a quotation for this from the boiler insurer if this is a factor.

Joyner Sales and Service Corp. • Indirect Loss Exposure Analysis • Extra Expense Insurance • Pays the extra expense of keeping normal business activities going even if this in not economical (if possible). • For firms that must absolutely stay in business when the insured peril strikes. • Other Indirect Losses • Valuable Papers Exposure • Local Building Codes

Joyner Sales and Service Corp. • Liability Exposure Analysis • Premise exposure – claims from bodily injury or property damager occurring on premises • Operations exposure – off or on premises activities that create claims. • Products and Completed Operations exposure – a part sold causes injury (products) or a repair is done incorrectly causing injury (completed operations). • Contractual Liability • Insured contracts in the CGL policy must be kept in mind.

Joyner Sales and Service Corp. • Liability Exposure Analysis • Independent contractors – no apparent issue. • Watercraft and Aircraft – no indication of exposure here. • Automobile Liability Exposures – Many exposures • Employee could be driving a personal, company or customer car and have an accident. • Bailee’s exposure – “care, custody and control” of unowned property (automobiles) is a major part of Joyner’s business • Special insurance policy is needed.

Joyner Sales and Service Corp. • Measuring Liability Exposures • Liability exposure is unlimited. • Maximum loss can be greater than entire assets of business. • Sole proprietor or partnership is at a greater risk than a corporate business as their personal and business assets are at risk along with future income. • Corporation – only the corporate assets are exposed (advantages of incorporation).

Joyner Sales and Service Corp. • Human Asset Exposures • Death and Disability insurance – loss of income due to death or disability is a risk for employees and their families. • Medical Care Cost – area of concern for employees –employees and their families should have access to major medical insurance. • Retirement Income • Provisions for continuation of the business in case of death or disability of partners.

Risk Management Process and Joyner Sales • Exposure analysis involves a determination of the potential impact of a loss from exposures which have been identified. • Producer must evaluate frequency and severity • Measure the loss exposures • Large loss principle – devastating exposures to loss should be transferred either through noninsurance transfers or insurance. Such exposures should not be retained. • principle – Insurance premiums will be calculated so that, in the long run, the insurer will take in what it pays out in losses plus expenses. • Exposure treatment for small losses could be “loss retention”

Risk Management Process and Joyner Sales • Deductibles (retentions) – using deductibles on property, small frequent loss can be retained while transferring the potential of a large loss to the insurance company. • Liability exposures can be severe – retention, in most cases, is unwise. • Loss exposure treatment process includes: avoidance, retention, noninsurance transfer, loss control and insurance. • Loss control can only be employed in conjunction with retention, transfer, or insurance (not a sole remedy). • Avoidance is restrictive and frequently impractical • Loss Control is especially important for a business like Joyner.

Risk Management Process and Joyner Sales • SUMMARY • Total Risk Management Process Involves: • Identifying and measuring loss exposures; • Determining which loss exposure treatment to use on the basis of information gathered in (1); • Implementing the decision in (2); • Monitoring the program.

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Case study definition

Case study, a term which some of you may know from the "Case Study of Vanitas" anime and manga, is a thorough examination of a particular subject, such as a person, group, location, occasion, establishment, phenomena, etc. They are most frequently utilized in research of business, medicine, education and social behaviour. There are a different types of case studies that researchers might use:

• Collective case studies

• Descriptive case studies

• Explanatory case studies

• Exploratory case studies

• Instrumental case studies

• Intrinsic case studies

Case studies are usually much more sophisticated and professional than regular essays and courseworks, as they require a lot of verified data, are research-oriented and not necessarily designed to be read by the general public.

How to write a case study?

It very much depends on the topic of your case study, as a medical case study and a coffee business case study have completely different sources, outlines, target demographics, etc. But just for this example, let's outline a coffee roaster case study. Firstly, it's likely going to be a problem-solving case study, like most in the business and economics field are. Here are some tips for these types of case studies:

• Your case scenario should be precisely defined in terms of your unique assessment criteria.

• Determine the primary issues by analyzing the scenario. Think about how they connect to the main ideas and theories in your piece.

• Find and investigate any theories or methods that might be relevant to your case.

• Keep your audience in mind. Exactly who are your stakeholder(s)? If writing a case study on coffee roasters, it's probably gonna be suppliers, landlords, investors, customers, etc.

• Indicate the best solution(s) and how they should be implemented. Make sure your suggestions are grounded in pertinent theories and useful resources, as well as being realistic, practical, and attainable.

• Carefully proofread your case study. Keep in mind these four principles when editing: clarity, honesty, reality and relevance.

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Case Study: How Aggressively Should a Bank Pursue AI?

• Thomas H. Davenport
• George Westerman

A Malaysia-based CEO weighs the risks and potential benefits of turning a traditional bank into an AI-first institution.

Siti Rahman, the CEO of Malaysia-based NVF Bank, faces a pivotal decision. Her head of AI innovation, a recent recruit from Google, has a bold plan. It requires a substantial investment but aims to transform the traditional bank into an AI-first institution, substantially reducing head count and the number of branches. The bank’s CFO worries they are chasing the next hype cycle and cautions against valuing efficiency above all else. Siti must weigh the bank’s mixed history with AI, the resistance to losing the human touch in banking services, and the risks of falling behind in technology against the need for a prudent, incremental approach to innovation.

Two experts offer advice: Noemie Ellezam-Danielo, the chief digital and AI strategy at Société Générale, and Sastry Durvasula, the chief information and client services officer at TIAA.

Siti Rahman, the CEO of Malaysia-headquartered NVF Bank, hurried through the corridors of the university’s computer engineering department. She had directed her driver to the wrong building—thinking of her usual talent-recruitment appearances in the finance department—and now she was running late. As she approached the room, she could hear her head of AI innovation, Michael Lim, who had joined NVF from Google 18 months earlier, breaking the ice with the students. “You know, NVF used to stand for Never Very Fast,” he said to a few giggles. “But the bank is crawling into the 21st century.”

• Thomas H. Davenport is the President’s Distinguished Professor of Information Technology and Management at Babson College, a visiting scholar at the MIT Initiative on the Digital Economy, and a senior adviser to Deloitte’s AI practice. He is a coauthor of All-in on AI: How Smart Companies Win Big with Artificial Intelligence (Harvard Business Review Press, 2023).
• George Westerman is a senior lecturer at MIT Sloan School of Management and a coauthor of Leading Digital (HBR Press, 2014).

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