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Case Study – Methods, Examples and Guide

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A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation.

It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied. Case studies typically involve multiple sources of data, including interviews, observations, documents, and artifacts, which are analyzed using various techniques, such as content analysis, thematic analysis, and grounded theory. The findings of a case study are often used to develop theories, inform policy or practice, or generate new research questions.

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

A single-case study is an in-depth analysis of a single case. This type of case study is useful when the researcher wants to understand a specific phenomenon in detail.

For Example , A researcher might conduct a single-case study on a particular individual to understand their experiences with a particular health condition or a specific organization to explore their management practices. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a single-case study are often used to generate new research questions, develop theories, or inform policy or practice.

Multiple-Case Study

A multiple-case study involves the analysis of several cases that are similar in nature. This type of case study is useful when the researcher wants to identify similarities and differences between the cases.

For Example, a researcher might conduct a multiple-case study on several companies to explore the factors that contribute to their success or failure. The researcher collects data from each case, compares and contrasts the findings, and uses various techniques to analyze the data, such as comparative analysis or pattern-matching. The findings of a multiple-case study can be used to develop theories, inform policy or practice, or generate new research questions.

Exploratory Case Study

An exploratory case study is used to explore a new or understudied phenomenon. This type of case study is useful when the researcher wants to generate hypotheses or theories about the phenomenon.

For Example, a researcher might conduct an exploratory case study on a new technology to understand its potential impact on society. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as grounded theory or content analysis. The findings of an exploratory case study can be used to generate new research questions, develop theories, or inform policy or practice.

Descriptive Case Study

A descriptive case study is used to describe a particular phenomenon in detail. This type of case study is useful when the researcher wants to provide a comprehensive account of the phenomenon.

For Example, a researcher might conduct a descriptive case study on a particular community to understand its social and economic characteristics. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a descriptive case study can be used to inform policy or practice or generate new research questions.

Instrumental Case Study

An instrumental case study is used to understand a particular phenomenon that is instrumental in achieving a particular goal. This type of case study is useful when the researcher wants to understand the role of the phenomenon in achieving the goal.

For Example, a researcher might conduct an instrumental case study on a particular policy to understand its impact on achieving a particular goal, such as reducing poverty. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of an instrumental case study can be used to inform policy or practice or generate new research questions.

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

Interviews involve asking questions to individuals who have knowledge or experience relevant to the case study. Interviews can be structured (where the same questions are asked to all participants) or unstructured (where the interviewer follows up on the responses with further questions). Interviews can be conducted in person, over the phone, or through video conferencing.

Observations

Observations involve watching and recording the behavior and activities of individuals or groups relevant to the case study. Observations can be participant (where the researcher actively participates in the activities) or non-participant (where the researcher observes from a distance). Observations can be recorded using notes, audio or video recordings, or photographs.

Documents can be used as a source of information for case studies. Documents can include reports, memos, emails, letters, and other written materials related to the case study. Documents can be collected from the case study participants or from public sources.

Surveys involve asking a set of questions to a sample of individuals relevant to the case study. Surveys can be administered in person, over the phone, through mail or email, or online. Surveys can be used to gather information on attitudes, opinions, or behaviors related to the case study.

Artifacts are physical objects relevant to the case study. Artifacts can include tools, equipment, products, or other objects that provide insights into the case study phenomenon.

How to conduct Case Study Research

Conducting a case study research involves several steps that need to be followed to ensure the quality and rigor of the study. Here are the steps to conduct case study research:

• Define the research questions: The first step in conducting a case study research is to define the research questions. The research questions should be specific, measurable, and relevant to the case study phenomenon under investigation.
• Select the case: The next step is to select the case or cases to be studied. The case should be relevant to the research questions and should provide rich and diverse data that can be used to answer the research questions.
• Collect data: Data can be collected using various methods, such as interviews, observations, documents, surveys, and artifacts. The data collection method should be selected based on the research questions and the nature of the case study phenomenon.
• Analyze the data: The data collected from the case study should be analyzed using various techniques, such as content analysis, thematic analysis, or grounded theory. The analysis should be guided by the research questions and should aim to provide insights and conclusions relevant to the research questions.
• Draw conclusions: The conclusions drawn from the case study should be based on the data analysis and should be relevant to the research questions. The conclusions should be supported by evidence and should be clearly stated.
• Validate the findings: The findings of the case study should be validated by reviewing the data and the analysis with participants or other experts in the field. This helps to ensure the validity and reliability of the findings.
• Write the report: The final step is to write the report of the case study research. The report should provide a clear description of the case study phenomenon, the research questions, the data collection methods, the data analysis, the findings, and the conclusions. The report should be written in a clear and concise manner and should follow the guidelines for academic writing.

Examples of Case Study

Here are some examples of case study research:

• The Hawthorne Studies : Conducted between 1924 and 1932, the Hawthorne Studies were a series of case studies conducted by Elton Mayo and his colleagues to examine the impact of work environment on employee productivity. The studies were conducted at the Hawthorne Works plant of the Western Electric Company in Chicago and included interviews, observations, and experiments.
• The Stanford Prison Experiment: Conducted in 1971, the Stanford Prison Experiment was a case study conducted by Philip Zimbardo to examine the psychological effects of power and authority. The study involved simulating a prison environment and assigning participants to the role of guards or prisoners. The study was controversial due to the ethical issues it raised.
• The Challenger Disaster: The Challenger Disaster was a case study conducted to examine the causes of the Space Shuttle Challenger explosion in 1986. The study included interviews, observations, and analysis of data to identify the technical, organizational, and cultural factors that contributed to the disaster.
• The Enron Scandal: The Enron Scandal was a case study conducted to examine the causes of the Enron Corporation’s bankruptcy in 2001. The study included interviews, analysis of financial data, and review of documents to identify the accounting practices, corporate culture, and ethical issues that led to the company’s downfall.
• The Fukushima Nuclear Disaster : The Fukushima Nuclear Disaster was a case study conducted to examine the causes of the nuclear accident that occurred at the Fukushima Daiichi Nuclear Power Plant in Japan in 2011. The study included interviews, analysis of data, and review of documents to identify the technical, organizational, and cultural factors that contributed to the disaster.

Application of Case Study

Case studies have a wide range of applications across various fields and industries. Here are some examples:

Business and Management

Case studies are widely used in business and management to examine real-life situations and develop problem-solving skills. Case studies can help students and professionals to develop a deep understanding of business concepts, theories, and best practices.

Case studies are used in healthcare to examine patient care, treatment options, and outcomes. Case studies can help healthcare professionals to develop critical thinking skills, diagnose complex medical conditions, and develop effective treatment plans.

Case studies are used in education to examine teaching and learning practices. Case studies can help educators to develop effective teaching strategies, evaluate student progress, and identify areas for improvement.

Social Sciences

Case studies are widely used in social sciences to examine human behavior, social phenomena, and cultural practices. Case studies can help researchers to develop theories, test hypotheses, and gain insights into complex social issues.

Law and Ethics

Case studies are used in law and ethics to examine legal and ethical dilemmas. Case studies can help lawyers, policymakers, and ethical professionals to develop critical thinking skills, analyze complex cases, and make informed decisions.

Purpose of Case Study

The purpose of a case study is to provide a detailed analysis of a specific phenomenon, issue, or problem in its real-life context. A case study is a qualitative research method that involves the in-depth exploration and analysis of a particular case, which can be an individual, group, organization, event, or community.

The primary purpose of a case study is to generate a comprehensive and nuanced understanding of the case, including its history, context, and dynamics. Case studies can help researchers to identify and examine the underlying factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and detailed understanding of the case, which can inform future research, practice, or policy.

Case studies can also serve other purposes, including:

• Illustrating a theory or concept: Case studies can be used to illustrate and explain theoretical concepts and frameworks, providing concrete examples of how they can be applied in real-life situations.
• Developing hypotheses: Case studies can help to generate hypotheses about the causal relationships between different factors and outcomes, which can be tested through further research.
• Providing insight into complex issues: Case studies can provide insights into complex and multifaceted issues, which may be difficult to understand through other research methods.
• Informing practice or policy: Case studies can be used to inform practice or policy by identifying best practices, lessons learned, or areas for improvement.

Advantages of Case Study Research

There are several advantages of case study research, including:

• In-depth exploration: Case study research allows for a detailed exploration and analysis of a specific phenomenon, issue, or problem in its real-life context. This can provide a comprehensive understanding of the case and its dynamics, which may not be possible through other research methods.
• Rich data: Case study research can generate rich and detailed data, including qualitative data such as interviews, observations, and documents. This can provide a nuanced understanding of the case and its complexity.
• Holistic perspective: Case study research allows for a holistic perspective of the case, taking into account the various factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and comprehensive understanding of the case.
• Theory development: Case study research can help to develop and refine theories and concepts by providing empirical evidence and concrete examples of how they can be applied in real-life situations.
• Practical application: Case study research can inform practice or policy by identifying best practices, lessons learned, or areas for improvement.
• Contextualization: Case study research takes into account the specific context in which the case is situated, which can help to understand how the case is influenced by the social, cultural, and historical factors of its environment.

Limitations of Case Study Research

There are several limitations of case study research, including:

• Limited generalizability : Case studies are typically focused on a single case or a small number of cases, which limits the generalizability of the findings. The unique characteristics of the case may not be applicable to other contexts or populations, which may limit the external validity of the research.
• Biased sampling: Case studies may rely on purposive or convenience sampling, which can introduce bias into the sample selection process. This may limit the representativeness of the sample and the generalizability of the findings.
• Subjectivity: Case studies rely on the interpretation of the researcher, which can introduce subjectivity into the analysis. The researcher’s own biases, assumptions, and perspectives may influence the findings, which may limit the objectivity of the research.
• Limited control: Case studies are typically conducted in naturalistic settings, which limits the control that the researcher has over the environment and the variables being studied. This may limit the ability to establish causal relationships between variables.
• Time-consuming: Case studies can be time-consuming to conduct, as they typically involve a detailed exploration and analysis of a specific case. This may limit the feasibility of conducting multiple case studies or conducting case studies in a timely manner.
• Resource-intensive: Case studies may require significant resources, including time, funding, and expertise. This may limit the ability of researchers to conduct case studies in resource-constrained settings.

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• 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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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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What the Case Study Method Really Teaches

• Nitin Nohria

Seven meta-skills that stick even if the cases fade from memory.

It’s been 100 years since Harvard Business School began using the case study method. Beyond teaching specific subject matter, the case study method excels in instilling meta-skills in students. This article explains the importance of seven such skills: preparation, discernment, bias recognition, judgement, collaboration, curiosity, and self-confidence.

During my decade as dean of Harvard Business School, I spent hundreds of hours talking with our alumni. To enliven these conversations, I relied on a favorite question: “What was the most important thing you learned from your time in our MBA program?”

• Nitin Nohria is the George F. Baker Jr. Professor at Harvard Business School and the former dean of HBS.

7 Favorite Business Case Studies to Teach—and Why

Explore more.

• Case Teaching
• Course Materials

FEATURED CASE STUDIES

The Army Crew Team . Emily Michelle David of CEIBS

ATH Technologies . Devin Shanthikumar of Paul Merage School of Business

Fabritek 1992 . Rob Austin of Ivey Business School

Lincoln Electric Co . Karin Schnarr of Wilfrid Laurier University

Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth . Gary Pisano of Harvard Business School

The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron . Francesca Gino of Harvard Business School

Warren E. Buffett, 2015 . Robert F. Bruner of Darden School of Business

To dig into what makes a compelling case study, we asked seven experienced educators who teach with—and many who write—business case studies: “What is your favorite case to teach and why?”

The resulting list of case study favorites ranges in topics from operations management and organizational structure to rebel leaders and whodunnit dramas.

1. The Army Crew Team

Emily Michelle David, Assistant Professor of Management, China Europe International Business School (CEIBS)

“I love teaching  The Army Crew Team  case because it beautifully demonstrates how a team can be so much less than the sum of its parts.

I deliver the case to executives in a nearby state-of-the-art rowing facility that features rowing machines, professional coaches, and shiny red eight-person shells.

After going through the case, they hear testimonies from former members of Chinese national crew teams before carrying their own boat to the river for a test race.

The rich learning environment helps to vividly underscore one of the case’s core messages: competition can be a double-edged sword if not properly managed.

Executives in Emily Michelle David’s organizational behavior class participate in rowing activities at a nearby facility as part of her case delivery.

Despite working for an elite headhunting firm, the executives in my most recent class were surprised to realize how much they’ve allowed their own team-building responsibilities to lapse. In the MBA pre-course, this case often leads to a rich discussion about common traps that newcomers fall into (for example, trying to do too much, too soon), which helps to poise them to both stand out in the MBA as well as prepare them for the lateral team building they will soon engage in.

Finally, I love that the post-script always gets a good laugh and serves as an early lesson that organizational behavior courses will seldom give you foolproof solutions for specific problems but will, instead, arm you with the ability to think through issues more critically.”

2. ATH Technologies

Devin Shanthikumar, Associate Professor of Accounting, Paul Merage School of Business

“As a professor at UC Irvine’s Paul Merage School of Business, and before that at Harvard Business School, I have probably taught over 100 cases. I would like to say that my favorite case is my own,   Compass Box Whisky Company . But as fun as that case is, one case beats it:  ATH Technologies  by Robert Simons and Jennifer Packard.

ATH presents a young entrepreneurial company that is bought by a much larger company. As part of the merger, ATH gets an ‘earn-out’ deal—common among high-tech industries. The company, and the class, must decide what to do to achieve the stretch earn-out goals.

ATH captures a scenario we all want to be in at some point in our careers—being part of a young, exciting, growing organization. And a scenario we all will likely face—having stretch goals that seem almost unreachable.

It forces us, as a class, to really struggle with what to do at each stage.

After we read and discuss the A case, we find out what happens next, and discuss the B case, then the C, then D, and even E. At every stage, we can:

see how our decisions play out,

figure out how to build on our successes, and

address our failures.

The case is exciting, the class discussion is dynamic and energetic, and in the end, we all go home with a memorable ‘ah-ha!’ moment.

I have taught many great cases over my career, but none are quite as fun, memorable, and effective as ATH .”

3. Fabritek 1992

Rob Austin, Professor of Information Systems, Ivey Business School

“This might seem like an odd choice, but my favorite case to teach is an old operations case called  Fabritek 1992 .

The latest version of Fabritek 1992 is dated 2009, but it is my understanding that this is a rewrite of a case that is older (probably much older). There is a Fabritek 1969 in the HBP catalog—same basic case, older dates, and numbers. That 1969 version lists no authors, so I suspect the case goes even further back; the 1969 version is, I’m guessing, a rewrite of an even older version.

There are many things I appreciate about the case. Here are a few:

It operates as a learning opportunity at many levels. At first it looks like a not-very-glamorous production job scheduling case. By the end of the case discussion, though, we’re into (operations) strategy and more. It starts out technical, then explodes into much broader relevance. As I tell participants when I’m teaching HBP's Teaching with Cases seminars —where I often use Fabritek as an example—when people first encounter this case, they almost always underestimate it.

It has great characters—especially Arthur Moreno, who looks like a troublemaker, but who, discussion reveals, might just be the smartest guy in the factory. Alums of the Harvard MBA program have told me that they remember Arthur Moreno many years later.

Almost every word in the case is important. It’s only four and a half pages of text and three pages of exhibits. This economy of words and sparsity of style have always seemed like poetry to me. I should note that this super concise, every-word-matters approach is not the ideal we usually aspire to when we write cases. Often, we include extra or superfluous information because part of our teaching objective is to provide practice in separating what matters from what doesn’t in a case. Fabritek takes a different approach, though, which fits it well.

It has a dramatic structure. It unfolds like a detective story, a sort of whodunnit. Something is wrong. There is a quality problem, and we’re not sure who or what is responsible. One person, Arthur Moreno, looks very guilty (probably too obviously guilty), but as we dig into the situation, there are many more possibilities. We spend in-class time analyzing the data (there’s a bit of math, so it covers that base, too) to determine which hypotheses are best supported by the data. And, realistically, the data doesn’t support any of the hypotheses perfectly, just some of them more than others. Also, there’s a plot twist at the end (I won’t reveal it, but here’s a hint: Arthur Moreno isn’t nearly the biggest problem in the final analysis). I have had students tell me the surprising realization at the end of the discussion gives them ‘goosebumps.’

Finally, through the unexpected plot twist, it imparts what I call a ‘wisdom lesson’ to young managers: not to be too sure of themselves and to regard the experiences of others, especially experts out on the factory floor, with great seriousness.”

4. Lincoln Electric Co.

Karin Schnarr, Assistant Professor of Policy, Wilfrid Laurier University

“As a strategy professor, my favorite case to teach is the classic 1975 Harvard case  Lincoln Electric Co.  by Norman Berg.

I use it to demonstrate to students the theory linkage between strategy and organizational structure, management processes, and leadership behavior.

This case may be an odd choice for a favorite. It occurs decades before my students were born. It is pages longer than we are told students are now willing to read. It is about manufacturing arc welding equipment in Cleveland, Ohio—a hard sell for a Canadian business classroom.

Yet, I have never come across a case that so perfectly illustrates what I want students to learn about how a company can be designed from an organizational perspective to successfully implement its strategy.

And in a time where so much focus continues to be on how to maximize shareholder value, it is refreshing to be able to discuss a publicly-traded company that is successfully pursuing a strategy that provides a fair value to shareholders while distributing value to employees through a large bonus pool, as well as value to customers by continually lowering prices.

However, to make the case resonate with today’s students, I work to make it relevant to the contemporary business environment. I link the case to multimedia clips about Lincoln Electric’s current manufacturing practices, processes, and leadership practices. My students can then see that a model that has been in place for generations is still viable and highly successful, even in our very different competitive situation.”

5. Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth

Gary Pisano, Professor of Business Administration, Harvard Business School

“My favorite case to teach these days is  Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth .

I love teaching this case for three reasons:

1. It demonstrates how a company in a super-tough, highly competitive business can do very well by focusing on creating unique operating capabilities. In theory, Pal’s should have no chance against behemoths like McDonalds or Wendy’s—but it thrives because it has built a unique operating system. It’s a great example of a strategic approach to operations in action.

2. The case shows how a strategic approach to human resource and talent development at all levels really matters. This company competes in an industry not known for engaging its front-line workers. The case shows how engaging these workers can really pay off.

3. Finally, Pal’s is really unusual in its approach to growth. Most companies set growth goals (usually arbitrary ones) and then try to figure out how to ‘backfill’ the human resource and talent management gaps. They trust you can always find someone to do the job. Pal’s tackles the growth problem completely the other way around. They rigorously select and train their future managers. Only when they have a manager ready to take on their own store do they open a new one. They pace their growth off their capacity to develop talent. I find this really fascinating and so do the students I teach this case to.”

6. The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron

Francesca Gino, Professor of Business Administration, Harvard Business School

“My favorite case to teach is  The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron .

The case surprises students because it is about a leader, known in the unit by the nickname Chaos , who inspired his squadron to be innovative and to change in a culture that is all about not rocking the boat, and where there is a deep sense that rules should simply be followed.

For years, I studied ‘rebels,’ people who do not accept the status quo; rather, they approach work with curiosity and produce positive change in their organizations. Chaos is a rebel leader who got the level of cultural change right. Many of the leaders I’ve met over the years complain about the ‘corporate culture,’ or at least point to clear weaknesses of it; but then they throw their hands up in the air and forget about changing what they can.

Chaos is different—he didn’t go after the ‘Air Force’ culture. That would be like boiling the ocean.

Instead, he focused on his unit of control and command: The 99th squadron. He focused on enabling that group to do what it needed to do within the confines of the bigger Air Force culture. In the process, he inspired everyone on his team to be the best they can be at work.

The case leaves the classroom buzzing and inspired to take action.”

7. Warren E. Buffett, 2015

Robert F. Bruner, Professor of Business Administration, Darden School of Business

“I love teaching   Warren E. Buffett, 2015  because it energizes, exercises, and surprises students.

Buffett looms large in the business firmament and therefore attracts anyone who is eager to learn his secrets for successful investing. This generates the kind of energy that helps to break the ice among students and instructors early in a course and to lay the groundwork for good case discussion practices.

Studying Buffett’s approach to investing helps to introduce and exercise important themes that will resonate throughout a course. The case challenges students to define for themselves what it means to create value. The case discussion can easily be tailored for novices or for more advanced students.

Either way, this is not hero worship: The case affords a critical examination of the financial performance of Buffett’s firm, Berkshire Hathaway, and reveals both triumphs and stumbles. Most importantly, students can critique the purported benefits of Buffett’s conglomeration strategy and the sustainability of his investment record as the size of the firm grows very large.

By the end of the class session, students seem surprised with what they have discovered. They buzz over the paradoxes in Buffett’s philosophy and performance record. And they come away with sober respect for Buffett’s acumen and for the challenges of creating value for investors.

Surely, such sobriety is a meta-message for any mastery of finance.”

More Educator Favorites

Emily Michelle David is an assistant professor of management at China Europe International Business School (CEIBS). Her current research focuses on discovering how to make workplaces more welcoming for people of all backgrounds and personality profiles to maximize performance and avoid employee burnout. David’s work has been published in a number of scholarly journals, and she has worked as an in-house researcher at both NASA and the M.D. Anderson Cancer Center.

Devin Shanthikumar  is an associate professor and the accounting area coordinator at UCI Paul Merage School of Business. She teaches undergraduate, MBA, and executive-level courses in managerial accounting. Shanthikumar previously served on the faculty at Harvard Business School, where she taught both financial accounting and managerial accounting for MBAs, and wrote cases that are used in accounting courses across the country.

Robert D. Austin is a professor of information systems at Ivey Business School and an affiliated faculty member at Harvard Medical School. He has published widely, authoring nine books, more than 50 cases and notes, three Harvard online products, and two popular massive open online courses (MOOCs) running on the Coursera platform.

Karin Schnarr is an assistant professor of policy and the director of the Bachelor of Business Administration (BBA) program at the Lazaridis School of Business & Economics at Wilfrid Laurier University in Waterloo, Ontario, Canada where she teaches strategic management at the undergraduate, graduate, and executive levels. Schnarr has published several award-winning and best-selling cases and regularly presents at international conferences on case writing and scholarship.

Gary P. Pisano is the Harry E. Figgie, Jr. Professor of Business Administration and senior associate dean of faculty development at Harvard Business School, where he has been on the faculty since 1988. Pisano is an expert in the fields of technology and operations strategy, the management of innovation, and competitive strategy. His research and consulting experience span a range of industries including aerospace, biotechnology, pharmaceuticals, specialty chemicals, health care, nutrition, computers, software, telecommunications, and semiconductors.

Francesca Gino studies how people can have more productive, creative, and fulfilling lives. She is a professor at Harvard Business School and the author, most recently, of  Rebel Talent: Why It Pays to Break the Rules at Work and in Life . Gino regularly gives keynote speeches, delivers corporate training programs, and serves in advisory roles for firms and not-for-profit organizations across the globe.

Robert F. Bruner is a university professor at the University of Virginia, distinguished professor of business administration, and dean emeritus of the Darden School of Business. He has also held visiting appointments at Harvard and Columbia universities in the United States, at INSEAD in France, and at IESE in Spain. He is the author, co-author, or editor of more than 20 books on finance, management, and teaching. Currently, he teaches and writes in finance and management.

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• Case Study | Definition, Examples & Methods

Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, 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 analyse the case.

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

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.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

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

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 .

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

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 analyse 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.

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Business Case Studies

Open access cases.

• Getting Started
• Harvard Business School Cases
• Diverse Business Cases
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A number of universities and organizations provide access to free business case studies.  Below are some of the best known sources.

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• Last Updated: Nov 17, 2023 12:09 PM
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Top 40 Most Popular Case Studies of 2021

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

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

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

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

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

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

Other year-end data for 2021 showed:

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

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

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

And the Top 40 cases studies of 2021 are:

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

2.   Coffee 2016

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

4.   Glory, Glory Man United!

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

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

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

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

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

Field Guide to Case Study Research in Business-to-business Marketing and Purchasing: Volume 21

Table of contents, field guide to case study research in business-to-business marketing and purchasing, advances in business marketing & purchasing, copyright page, list of contributors, deal-making negotiations by governments and major product suppliers: a case study of the u.s. department of defense and airbus versus boeing.

This short case study deals with the analysis of the airborne refueling tanker contract placed by the U.S. Department of Defense to the U.S. group Boeing. The data used in this case is all drawn from secondary sources, and the story told chronologically. Initially, the scene is set with a discussion of the types of relationship, planned and de facto, that emerge when companies do business with each other, and an analysis of the situations when different emphasis is placed upon specific benefits and costs of the relationship. Discussion continues around the concept that relationship benefits are perceived as more important for the continuation of a relationship than relationship costs – when relationship value, direct switching costs, and sunk costs exist, the search for a new partner is reduced.

The question of why Boeing was favored by the U.S Department of Defense over competing Airbus Industries stands in the center of this analysis. The analysis explains how existing business relations and their binding effects, as well as resulting advantages and disadvantages, influence subsequent behavior.

The Parable of a Little Research: Making Money from an Internet Trading Portal

This simple case study tells the story of three young men who started an online business-to-business trading portal for fun, and to help fund them through university. They seized the opportunity of a major assignment to ask a new lecturer, the narrator, to guide them into profitability. Reluctantly, the young men were coerced into a literature survey, which proved surprisingly helpful to them. A simple research project followed, using mixed methods (survey, expert opinion, key account interviews). Based on the survey results and some simple frameworks from the literature, the young men not only completed their exercise, but also went on to turn their hobby into a sustainable business. The business still exists today, based on the simple study conducted some 12 years ago.

Building Relationships for Survival: Coping Media Industry Dynamics

For several hundreds of years printing has been the only effective channel for spreading mass communication. During the 1900s several new media channels have been invented and, with the addition of the Internet, this has both changed the way media is consumed and has increased the competition between different channels. This qualitative case study of 37 firms reports on how relationships are used in the printing industry to relieve some of the impact of the competitive forces from new, and easily accessible, media as a means for marketing and, furthermore, on the impact on the printing industry as an industry. The results from the case study show that there are both internal and external effects of forming relationships and those vertical, as well as horizontal, relationships are of great importance to create a sustainable competitive situation for the printing industry. Relationships are used to increase both the strategic flexibility of the firm and the flexibility of the print media channel. Furthermore, the study illustrates that the printing industry, and print as a medium of communication, is drifting gradually away from the actual customer due to the new paradigm of value creation.

Barriers to Innovation Diffusion in Industrial Networks: A Systematic Combining Approach

Over the past 50 years, a substantial interest has been put to research on how innovation spreads within social networks over time (see Rogers, 1962, 2010). Our initial aim was to examine innovation diffusion in industrial networks. We operationalized the research through a case study of an advertising network by using systematic combining as the approach (Dubois & Gadde, 2002, 2014). From the initial focus of innovation diffusion, the rematching of data and theory led us to focus on the barriers of innovation diffusion. By doing so, we found out that multilevel strategizing appears to be an important phenomenon in understanding dynamics of innovation diffusion within industrial networks. Specifically, strategizing occurs in two levels: (1) the groups within the network compete for position, and (2) actors within a group compete for position by trying to differentiate themselves from other group actors. A strategic mismatch between the two levels leads the network to become decelerated or even static in diffusing new innovations (Abrahamsen, Henneberg, & Naudè, 2012). Uncovering these findings would not have been possible without the use of systematic combining and the constant matching between theoretical and empirical domains.

Using Discourse Analysis in Case Study Research in Business-to-Business Contexts

The basic thesis espoused in this chapter is that a discourse analytic approach, that explores managers’ stories, is equally valid as a more typical case study approach that seeks confirmatory data. Depth interviews with industrial network participants are conducted and described; interviews where managers are encouraged to talk of their lived experiences, beliefs, attitudes, and intentions. Specifically, this case study presents a qualitative exploration of identity processes in industrial networks, in particular social constructions of Indian modernity. The analysis suggests what these constructions mean for the management of buyer–seller relationships (cf. Bagozzi, 1995). The study also reflects calls for more empirical research to be undertaken to improve understanding of contemporary marketing practices, especially in large emerging market economies such as India and Brazil (Dadzie, Johnston, & Pels, 2008). Discursive data were collected in the form of transcripts from semi-structured interviews with a variety of managerial participants involved in trade between New Zealand (NZ) and India. All the participants are Indian, with interviews taking place in 2006 in Delhi, Mumbai, Bangalore, and Chennai. Interviews were conducted in English; with 23 individuals representing organizations operating in the lumber, wool, horticulture, dairy, engineering, IT, tourism, and education industries, they lasted between 45 and 90 minutes, and were recorded on audio and video media. The study goes some way toward addressing the dominant Western perspective prevalent in most studies of business relationships, and shows how discourse analysis can provide a rich analytical perspective on business-to-business relationships.

Ethnographic Research in Service Marketing: Theory, Methods, and Practice

This chapter focuses on the ethnographic research approach that I employed in a service marketing study. The first part briefly describes ethnography’s key characteristics, that is, emergent research logic, prolonged fieldwork, and multiple modes of data collection, where the main method is observation. The second part discusses the data collection methods: participant observation, informal discussion, interview, and document analysis. This section describes in detail how these techniques were used in practice and highlights the key challenges I faced, especially related to the observations, and how I managed these challenges. The third part describes the case, field setting, informants, and field relationships. The development project that I studied concerned a bank’s website and project members from the bank and different consultant agencies represent the study’s informants. The fieldwork lasted for about one year and covered the entire development process from the initial stages to the launch, and some time after. The chapter ends with a thorough discussion about the research criteria of validity, reliability, and generality, and the coping tactics that I used in this study to enhance these. Prolonged fieldwork, multiple modes of data collection, reflexivity, and specification of the research are among those important tactics that this last section discusses in detail.

A Primer to the General Theory of Behavioral Strategies in Business-to-Business Marketing

The general theory of behavioral strategies includes a set of propositions supporting alternative configurations of objectives, contextual features, and beliefs/assessments by executives. The theory includes the outcomes of selections of specific decision alternatives. Building behavioral-strategy models in contexts enriches one or more goals of science and practice: description, understanding, prediction, and influence/control. This chapter is a primer to the general theory. A brief review of relevant empirical studies supports the general theory. The empirical studies include the use of alternative data collection and analytically tools including true field experiments, think aloud methods, long interviews, statistical hypothesis testing, ethnographic decision tree modeling, and building and testing algorithms (e.g., qualitative comparative analysis, QCA). The general theory is the blending of cognitive science, economics, marketing, psychology, and implemented practices in explicit contexts. Consequently, behavioral-strategy theory is distinct from context-free microeconomics, market-driven, and competitor-only decision-making. Capturing and reporting contextually driven alternative routines to strategy setting by a compelling set of propositions represents what is particularly new and valuable about the general theory. The general theory serves as a useful foundation for advances theory and improving the practice of implemented strategies.

B2B Interactions at Trade Fairs and Relationship Quality: A Conceptual Approach

This case study discusses the importance of studying buyer and seller interactions, as they are relevant to understand how relationships evolve. It further presents a conceptual foundation for investigating B2B interactions, particularly in the context of the trade fair. The trade fair is presented as a privileged field for relationship building and development, where socialization episodes occupy a relevant role. Data were gathered through observations, interactions, and interviews, spread over a twelve-month field-study of participants at trade fairs, and their comments analyzed within a framework of relationship building. Insights revealed include the importance of innovation versus relational interactions; the informality of interactions; the opportunity for information exchange and learning; social interactions, and relationship development. The chapter concludes by considering that a relationship marketing strategy to B2B trade fair participation is vital for the effectiveness of this business activity and a challenge for exhibitors, visitors, and trade fair organizers.

Implementing Strategic Changes to Generate Sustainable Competitive Advantage

This study examines fifteen business cases, focusing on change management in ten countries on three continents between 1996 and 2007. The companies are from different sectors (industrial and services), sizes (from 30 to 10,000 employees; from 1 million euros turnover up to 1,000 million euros), and different cultural and ethnographic backgrounds. The research, based in case studies and action research, introduces a model to implement strategic change in order to generate sustainable competitive advantage in companies under situations of deep change or crisis. From the conceptual point of view this model breaks some of the basic principles of strategy formulation. The model does not begin with a strategic diagnosis that influences the implementation of planned strategic decisions. The model begins instead after the detection of a need for deep strategic change, and forces outside the organization have already determined some of the required changes (market recession, for instance). The model is also atypical regarding the basic principles of implementing strategic change, because existing literature ignores competitive advantage during crisis management, probably because the firm’s executives assume that the firm has no competitive advantage, and only after the implementation of the required changes will conditions exist to create a competitive advantage. Nevertheless, the model introduces competitive advantage as a central element when managers implement change, and takes the long-term strategic requirements into consideration without forgetting the challenge for short-term management brought about by deep crisis.

Making Sense of Marketing Decision Systems through Pictorial Representation: Decision System Analysis

Decision system analysis is a conceptually simple technique that maps the process of group decisions over time. The data is gathered in a variety of ways, but most often some form of protocol analysis is the foremost tool. The data is then condensed and depicted as a flowchart for a specific decision. If several such flowcharts can be assembled within an industry, they can be melded together to form a generic guide that is very useful to practitioners and very interesting to theorists. Here, a brief history of the development of the technique leads to a description of the process. This is followed by a comparison to cognitive mapping (a similar technique applied to mapping thought processes rather than physical processes), and an illustrative longitudinal example of DSA.

New B2B Methods, Techniques and Technologies for Capturing Insights of Major Account Managers: Developing B2B Communities for Energy Supply

This chapter covers a diverse range of alternative methods for capturing deep major account insights online. Increasingly in the twenty first century, B2B decision-makers remain abreast of industry innovations and product information through participation in online communities. Through using social mobile technologies businesses exchange product and service experiences online amongst peers not just vendor organisations. A key aspect of this chapter shares rationale for selection of a marketing versus research community, community objectives, online techniques to gain major account insights using big data, resourcing, integration with existing marketing systems and budgeting for ongoing maintenance of marketing communities supporting B2B sales and marketing initiatives. This chapter focuses on the emerging area of B2B sales activities for creation and management of online communities for Major Account management of energy supply customers. A case-based research strategy specifically honed towards sensemaking of major account activities through using B2B online communities in conjunction with emerging research methods is outlined and critiqued.

Factors Driving Manufacturing Flexibility: The Taiwanese Case

An issue that is becoming yet more relevant to modern manufacturers is that of flexibility. As life cycles become shorter a manufacturing firm can easily be left with redundant stock and dated processes. In Taiwan this issue has been addressed at several levels, this case study describes one such project. A Taiwanese academic conducted a study, gaining business acceptance of a hierarchical set of theoretical flexibility factors, then rearranging these via pictorial representations of fuzzy logic-derived plane surfaces, and finally re-presenting them to business as a set of ordered propositions designed to identify the key factors contributing to flexibility. The learning points relate, first, to the empirical facts uncovered about the specific factors that have a major bearing on manufacturing flexibility. These factors are, of course, specific to Taiwan and the current environment there. Second, though, is the more enduring illustration of a mixed-method case approach; where interviews, fuzzy logic analytical methods, and pictorial representation of the fuzzy logic output all combine to give clear guidance to managers of an industrial sector under stress, and to the policy makers who exert significant control over their environment.

Using Case-Based Research for Agent-Based Modelling

This chapter outlines a method for developing simulation code from case-based data using narrative sequence analysis. This analytical method allows researchers to systematically specify the ‘real-world’ behaviours and causal mechanisms that describe the research problem and translate this mechanism into simulation code. An illustrative example of the process used for code development from case-based data is detailed using a well-documented case of photovoltaic innovation. Narrative sequence analysis is used to analyse case data. Micro-sequences are identified and simplified. Each micro-sequence is presented first in pseudo-code and then in simulation code. This chapter demonstrates the coding process using Netlogo code. Narrative sequence analysis provides a rigorous and systematic approach to identifying the underlying mechanisms to be described when building simulation models. This analytical technique also provides necessary and sufficient information to write simulation code. This chapter addresses a current gap in the methodology literature by including case data within agent-based model building processes. It benefits B2B marketing researchers by outlining guiding processes and principles in the use of case-based data to build simulation models.

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Business case study research: the pernicious mistake made.

Today’s article draws some of the key lessons out of the LAB study, the market entry strategy study and the corporate strategy and transformation program (the power sector study).

All of these rely heavily on case studies and this article examines one of the big mistakes consultants make when they rely on case studies. People who work in corporate environments also make the same mistake when looking at case studies of competitors.

What is a business case study

A business case study research is a process in which detailed consideration is given to a particular case (e.g. an organization, a person, events or actions). It is used in business, including management consulting, but also in psychology, clinical science, sociology, anthropology and many other fields.

For example, in the social and life sciences case study research involves a detailed, in-depth examination of a particular subject. For instance, in medicine, it may involve examining a specific patient a doctor treated.

Case studies outside of management consulting/business are often produced by following a formal research method. Such case studies are likely to be published in formal research publications and usually peer-reviewed. Case study research can include quantitative and qualitative research methods.

Business case study research

A business case study usually examines the development of a particular organization over a period of time. While, corporate strategy case study research, a type of business case study research, looks specifically at the corporate strategy aspects when analyzing a case.

A type of business case studies called case methods or casebook methods are heavily used by some business schools, to help students analyze a specific real-life situation or scenario and learn to make managerial and other company-related decisions. Students are required to analyze a prescribed business  case study and present their solutions and decisions, supported by the line of reasoning employed. Business school faculty generally develop case studies with particular learning objectives in mind. For example, a strategy professor will use case studies with the goal to teach students strategy skills, while a marketing professor will select marketing case studies with a goal to teach students marketing skills. Case study heavy business school’s include Harvard Business School and Ivey Business School in Canada. Those are the big two case study-based schools.

A case study approach is also used by organizations to showcase how an organization’s products or services were used by other clients effectively. It goes beyond simple testimonials by showing how a client used a product or service to accomplish their goals. An example of this type of case study can be found here .

Business case study research in management consulting

Business case study research is also used in case competitions and in consulting case interviews (consulting job interviews) by firms such as McKinsey & Company, Boston Consulting Group, Deloitte etc., in which candidates are required to develop a solution for a case under time pressure. You can view many business case study examples on our YouTube channel. Subscribe here . And, of course, we go in depth on teaching how to solve consulting case interview cases in The Consulting Offer, a part of our Premium membership.

Case study research is also used by consulting firms like McKinsey, BCG, Bain, Deloitte, PwC etc. to understand best practices, emerging trends and other information within a particular industry or region. Consulting engagements often involve presenting the client with case studies of competitors, or potential competitors if, for example, a company wants to enter a new market. It can also be a case study of other organizations, events or activities. For example, if a client wants to introduce more innovation, case studies may include a list of the most innovative companies and their best practices.

The pernicious mistake made by consulting firms

It is often little known that consulting firms such as McKinsey, BCG and so on rely on specialist firms when they need to conduct a study in a certain area. These specialist firms will have access to network of resources and people. For instance, suppose a major consulting firm wants to do a business case study on retail banking in Peru. In such a case, it will contact a specialist firm and ask for best practices in retail banking in Latin America in countries such as Peru and Colombia and would then ask for a specialist (e.g. a senior VP at a bank) who can help with such a project. There is big business supplying consulting firms with these experts.

The consulting firm will identify the three best retail banks in Peru. The specialist firm would find 3 senior experts who understand these banks and they will speak to the consulting firm for an hour or two at an agreed upon hourly rate. The consulting firm will use the advice of the specialist to arrive at a set of recommendations and best practices that they can use to guide their consulting engagement or use them as a set of recommendations for the client.

Now, one of the things we have found over the years is that a lot of companies that claim to be successful at certain things are actually not that successful at what they do.

For instance, during the LAB study, a lot of experts suggested companies that seemed to be the ‘hottest’ topic among consulting firms. In that the firms were conducting case studies about them. If you were to Google these suggested companies or read their annual reports you would have found that they were indeed profitable. Now, since Google, annual reports and other people have told you that these companies are successful, one is more inclined to believe the claim. And one of the biggest mistakes you can make is follow that information without checking if it is in fact true.

Working with experts 

What you have to learn is that you must not rely on experts. When you speak to any so-called expert, don’t ask them what are the successful companies in my area. Don’t ask them what makes the company successful. Instead, get a shortlist of companies and determine whether they are successful or not.

The meaning here is that when you do business case study research, your starting question should be is this company actually successful at what it should be successful at? And if the answer is yes, then the next question becomes under what conditions are they successful?

For example, we were advised to conduct case studies on Grameen bank and so on because many experts said that these companies were successful. As a lead partner, Michael (one of FIRMSconsulting partners) responded by saying something along the lines of, “I don’t want you to tell me why they are successful. I want you, since you are in the case study stream, to tell me if they are successful.”

That actually shocks people because people mostly are not trained to ask deep questions. Instead, we are trained to just create some glossy reports and extract some best practices.

Case studies only work if they are truly interrogated to identify the real insight and true impact on the client.

Business case study examples

You have to ask yourself what is success and how do we define success? In the LAB study, success was defined as being able to profitably offer micro loans to a market in a sustainable way and scale that business. And what we found was that every single company or bank that people said was successful at micro-finance was not actually successful, which is quite shocking.

Although those micro-finance banks were successful and profitable, they were not successful and profitable at micro-finance.

Microfinance, as you probably know, is the provision of small-scale loans to lenders. These banks, although they originally started with this goal of providing small-scale loans to micro-finance lenders, over time realized that was unsustainable so they started drifting into offering loans to medium and large-sized borrowers. These micro-finance banks were very profitable and successful but they’re not very profitable nor successful at issuing loans to micro-finance borrowers. This is the key distinction to make.

Herein lies the importance of strategic thinking and asking the right questions. If one was to ask the question which are the successful micro-finance banks, the experts would have given our team a list of five banks and he/she would have then gone ahead and figured out why they were successful. But if you flip the question around and ask, are these banks successful and what are they successful at, you would have realized that micro-finance banks are not necessarily successful at micro-finance.

The one bank that was found to be successful at micro-finance was Grameen Bank. However, it doesn’t have a banking license in the United States. This means that if it had a banking license, the Federal Reserve would ask it to keep a capital reserve on its balance sheet. And if Grameen Bank did that, they would basically become insolvent. That is another finding of the team.

Another issue is with Grameen Bank’s model. They give you just enough money to survive through things versus growing you into the middle-class/upper class. Of course, people who read about them and like them will deny that this is true. But if you were to actually analyze them and speak to the operations manager, former CFO etc., you’ll understand that is their strategy, no matter what they say in the glossy brochures. And yet another finding of the team.

This is the key lesson when it comes to doing case studies. Make sure you ask the right questions in a business case study as it is easy to ask the wrong ones. If you were to think about the micro-finance banks not being successful at micro-finance despite their profitability, you would realize that this is a deep insight. This is because now we know that we can’t actually take much lessons from these banks except the lesson that they have never been able to crack the code for sustainably offering loans of a very small size.

We then had to figure out why they were not successful. One of the results of the study was that it’s not about delinquencies and it’s not about default rates. It’s about the size of the loan and the interest rate cap. We had to model this relationship and improve the economics of the product.

Trap of following “best” companies

In summary, when conducting business case study research don’t fall for the trap of just asking a few experts about the best companies in the sector. Instead, figure this information out yourself by asking the right questions and benchmarking their practices. You have got to really figure if they truly are the best. And about nine times out of ten you will be surprised to realize that people and companies that are recommended as being the best are actually pretty bad at what they do. Also, make sure that the company and the practice you are highlighting as successful is actually successful for its intended purpose.

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The complete guide for how to design and conduct theory-testing and other case studies… Case Study Methodology in Business Research sets out structures and guidelines that assist students and researchers from a wide range of disciplines to develop their case study research in a consistent and rigorous manner. It clarifies the differences between practice-oriented and theory-oriented research and, within the latter category, between theory-testing and theory-building. It describes in detail how to design and conduct different types of case study research, providing students and researchers with everything they need for their project. The main aims are to: * present a broad spectrum of types of case study research (including practice-oriented case studies, theory-building case studies and theory-testing case studies) in one consistent methodological framework. * emphasize and clearly illustrate that the case study is the preferred research strategy for testing deterministic propositions such as those expressing a necessary condition case by case and that the survey is the preferred research strategy for testing probabilistic propositions. * stress the role of replication in all theory-testing research, irrespective of which research strategy is chosen for a specific test. * give more weight to the importance of theory-testing relative to theory-building. Case Study Methodology in Business Research is a clear, concise and comprehensive text for case study methodology. Templates are supplied for case study protocol and how to report a case study. A modular textbook primarily aimed at serving research methodology courses for final year undergraduate students and graduate students in Business Administration and Management, which is also useful as a handbook for researchers. Written by Jan Dul, Professor of Technology and Human Factors, RSM Erasmus University, Rotterdam and Tony Hak, Associate professor of Research Methodology, RSM Erasmus University, Rotterdam, in collaboration with other authors from RSM Erasmus University.

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• ASIN ‏ : ‎ 0750681969
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New EY US Consulting study: employees overwhelmingly expect empathy in the workplace, but many say it feels disingenuous

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The majority (86%) of employees believe empathetic leadership boosts morale while 87% of employees say empathy is essential to fostering an inclusive environment.

As many employees face downsizings, restructurings and a looming global recession, most say that empathic leadership is a desired attribute but feel it can be disingenuous when not paired with action, according to the 2023 Ernst & Young LLP ( EY US )  Empathy in Business Survey .

The study of more than 1,000 employed US workers examines how empathy affects leaders, employees, and operations in the workplace. The survey follows the initial EY Consulting analysis of empathy in 2021 and finds workers feel that mutual empathy between company leaders and employees leads to increased efficiency (88%), creativity (87%), job satisfaction (87%), idea sharing (86%), innovation (85%) and even company revenue (83%).

“A  transformation’s success  or failure is rooted in human emotions, and this research spotlights just how critical empathy is in leadership,” said  Raj Sharma , EY  Americas Consulting  Vice Chair. “Recent years taught us that leading with empathy is a soft and powerful trait that helps empower employers and employees to collaborate better, and ultimately create a culture of accountability.”

The evolving state of empathy in the workplace

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• Increased productivity among employees (85%)
• Reduced employee turnover (78%)

“Time and again we have found through our research that in order for businesses to successfully transform, they must put humans at the center with empathetic leadership to create transparency and provide employees with psychological safety,” said  Kim Billeter , EY Americas  People Advisory Services  Leader. “Empathy is a powerful force that must be embedded organically into every aspect of an organization, otherwise the inconsistency has a dramatic impact on the overall culture and authenticity of an organization.”

In fact, half (52%) of employees currently believe their company’s efforts to be empathetic toward employees are dishonest ― up from 46% in 2021, and employees increasingly report a lack of follow-through when it comes to company promises (47% compared to 42% in 2021).

To fulfill the authenticity equation, previous EY research indicates offering flexibility is essential. In the 2022 EY US Generation Survey, 92% of employees surveyed across all four workplace generations said that company culture has an impact on their decision to remain with their current  employer.

Lead with empathy  now  to combat the workplace challenges ahead

While leaders may experience lower employee attrition rates now when compared to the Great Resignation, a resurgence is brewing. Many economists expect a soft landing from the looming recession and with it may come turnover, particularly if employees already feel disconnected from their employer or from each other.

In fact, failing to feel a sense of belonging at work or connection with coworkers is a growing reason why employees quit their jobs. About half (50% and 48% in 2021) left a previous job because they didn’t feel like they belonged, and more employees now say they left a previous job because they had difficulty connecting with colleagues (42% vs. 37% in 2021).

“What happens outside of work has a direct impact on how people show up. It’s no longer enough for leaders to think of a person in one dimension – as an employee or as a professional within the organization,” said  Ginnie Carlier , EY Americas Vice Chair – Talent. “Leading with empathy helps move from the transactional and to the transformational Human Value Proposition, where people feel supported both personally and professionally.”

2023 EY Empathy in Business Survey methodology

EY US  commissioned a third-party vendor to conduct the 2023 EY Empathy in Business Survey, following the 2021 Empathy in Business Survey. The survey among 1,012 Americans who are employed, either full-time or part-time, was completed between October 23 and November 6, 2022. At the total level, the study has a margin of error of +/- 3 percentage points at the 95% confidence level.

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ORIGINAL RESEARCH article

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Large Language Models in Work and Business

Evaluating ChatGPT-4's Historical Accuracy: A Case Study on the Origins of SWOT Provisionally Accepted

• 1 University of Twente, Netherlands
• 2 University of South-Eastern Norway (USN), Norway

The final, formatted version of the article will be published soon.

In this study we test ChatGPT-4's ability to provide accurate information about the origins and evolution of SWOT analysis, perhaps the most widely used strategy tool in practice worldwide.ChatGPT-4 is tested for historical accuracy and hallucinations. Our findings present a nuanced view of ChatGPT-4's capabilities. We observe that while ChatGPT-4 demonstrates a high level of proficiency in describing and outlining the general concept of SWOT analysis, there are notable discrepancies when it comes to detailing its origins and evolution. These inaccuracies range from minor factual errors to more serious hallucinations that deviate from evidence in scholarly publications. However, we also find that ChatGPT-4 comes up with spontaneous historically accurate facts. Our interpretation of the result is that ChatGPT is largely trained on easily available websites and to a very limited extent has been trained on scholarly publications on SWOT analysis, especially when these are behind a paywall. We conclude with four propositions for future research.

Keywords: ChatGPT, SWOT Analysis, Historical analysis of management concepts, AI in management research, strategy tools

Received: 16 Mar 2024; Accepted: 15 Apr 2024.

Copyright: © 2024 Puyt and Madsen. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

* Correspondence: Mx. Richard W. Puyt, University of Twente, Enschede, Netherlands Prof. Dag Øivind Madsen, University of South-Eastern Norway (USN), Kongsberg, 3603, Vestfold, Norway

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Zero-Waste Bioenergy to Lower Energy Transition Risks in Indonesia — A Circular Economy Practice on Methane Capture in Biogas Production from POME

• Published: 16 April 2024

Cite this article

• Arnita Rishanty 1 ,
• Maxensius Tri Sambodo   ORCID: orcid.org/0000-0003-3705-2245 2 , 3 ,
• Mesnan Silalahi 2 &
• Erliza Hambali 4  

Driven by the urgent need to address climate change, Indonesia, as the world’s largest palm oil producer, faces the challenge of ensuring the sustainability of this industry. This study addresses a critical gap in knowledge by examining the technological advancements in methane capture for bioenergy from palm oil mill effluent (POME), exploring business development applications, and assessing the potential role of methane capture in advancing Indonesia’s Enhanced Nationally Determined Contribution (NDC) targets. Employing both quantitative and qualitative methodologies, the study reveals three key findings. Firstly, a systematic literature review highlights a dearth of research on the social and economic aspects of utilizing biomethane gas, particularly in modeling contexts. Secondly, through case studies, the utilization of methane gas as an energy source is shown to significantly reduce electricity expenditures, diminish reliance on fossil fuels, mitigate carbon emissions, and expand access to clean energy for both companies and households. Thirdly, the scenario of converting POME waste into energy can help to reach the target on carbon emissions, but it depends on the level of waste utilization and capacity factor. By repurposing palm oil industry waste for clean energy production instead of expanding land use, which poses risks to biodiversity, Indonesia can mitigate the challenges of the energy transition and foster a more sustainable future.

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This research is funded by Bank Indonesia Institute.

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Bank Indonesia Institute, Central Jakarta, 10350, DKI Jakarta, Indonesia

Arnita Rishanty

National Research and Innovation Agency (BRIN), South Jakarta, 12710, DKI Jakarta, Indonesia

Maxensius Tri Sambodo & Mesnan Silalahi

Post Graduate School in Social and Politics - Universitas Nasional, South Jakarta, 12550, DKI Jakarta, Indonesia

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Arnita Rishanty: conceptualization, formal analysis, investigation, writing — original draft, project administration. Maxensius Tri Sambodo: conceptualization, methodology, formal analysis, investigation, writing — original draft, revising the draft. Mesnan Silalahi: conceptualization, methodology, formal analysis, investigation, writing — original draft, visualization and revising the draft. Erliza Hambali: conceptualization, methodology, formal analysis, investigation, writing — original draft.

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The sustainability of the Indonesian palm oil industry has become global concern.

Methane capture from palm oil effluent is a source of methane gas.

Biogas utilization from POME supports circular economy practices in the palm oil industry.

The use of methane can help in achieving emission reduction target in energy sector.

The role of fiscal incentives and national banking supports are still needed.

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Rishanty, A., Sambodo, M.T., Silalahi, M. et al. Zero-Waste Bioenergy to Lower Energy Transition Risks in Indonesia — A Circular Economy Practice on Methane Capture in Biogas Production from POME. Bioenerg. Res. (2024). https://doi.org/10.1007/s12155-024-10754-3

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Accepted : 09 April 2024

Published : 16 April 2024

DOI : https://doi.org/10.1007/s12155-024-10754-3

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