easy case study questions

100 Best Case Study Questions for Your Next Customer Spotlight

Published: November 29, 2022

Case studies and testimonials are helpful to have in your arsenal. But to build an effective library, you need to ask the right case study questions. You also need to know how to write a case study .

Case studies are customers' stories that your sales team can use to share relevant content with prospects . Not only that, but case studies help you earn a prospect's trust, show them what life would be like as your customer, and validate that your product or service works for your clients.

Before you start building your library of case studies, check out our list of 100 case study questions to ask your clients. With this helpful guide, you'll have the know-how to build your narrative using the " Problem-Agitate-Solve " Method.

What makes a good case study questionnaire?

The ultimate list of case study questions, how to ask your customer for a case study, creating an effective case study.

Certain key elements make up a good case study questionnaire.

A questionnaire should never feel like an interrogation. Instead, aim to structure your case study questions like a conversation. Some of the essential things that your questionnaire should cover include:

• The problem faced by the client before choosing your organization.
• Why they chose your company.
• How your product solved the problem clients faced.
• The measurable results of the service provided.
• Data and metrics that prove the success of your service or product, if possible.

You can adapt these considerations based on how your customers use your product and the specific answers or quotes that you want to receive.

What makes a good case study question?

A good case study question delivers a powerful message to leads in the decision stage of your prospective buyer's journey.

Since your client has agreed to participate in a case study, they're likely enthusiastic about the service you provide. Thus, a good case study question hands the reins over to the client and opens a conversation.

Try asking open-ended questions to encourage your client to talk about the excellent service or product you provide.

Free Case Study Templates

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Categories for the Best Case Study Questions

• Case study questions about the customer's business
• Case study questions about the environment before the purchase
• Case study questions about the decision process
• Case study questions about the customer's business case
• Case study questions about the buying team and internal advocates
• Case study questions about customer success
• Case study questions about product feedback
• Case study questions about willingness to make referrals
• Case study question to prompt quote-worthy feedback
• Case study questions about the customers' future goals

Showcase your company's success using these three free case study templates.

• Data-Driven Case Study Template
• Product-Specific Case Study Template
• General Case Study Template

You're all set!

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Case Study Interview Questions About the Customer's Business

Knowing the customer's business is an excellent way of setting the tone for a case study.

Use these questions to get some background information about the company and its business goals. This information can be used to introduce the business at the beginning of the case study — plus, future prospects might resonate with their stories and become leads for you.

• Would you give me a quick overview of [company]? This is an opportunity for the client to describe their business in their own words. You'll get useful background information and it's an easy prompt to get the client talking.
• Can you describe your role? This will give you a better idea of the responsibilities they are subject to.
• How do your role and team fit into the company and its goals? Knowing how the team functions to achieve company goals will help you formulate how your solution involves all stakeholders.
• How long has your company been in business? Getting this information will help the reader gauge if pain points are specific to a startup or new company vs. a veteran company.
• How many employees do you have? Another great descriptor for readers to have. They can compare the featured company size with their own.
• Is your company revenue available? If so, what is it? This will give your readers background information on the featured company's gross sales.
• Who is your target customer? Knowing who the target audience is will help you provide a better overview of their market for your case study readers.
• How does our product help your team or company achieve its objectives? This is one of the most important questions because it is the basis of the case study. Get specifics on how your product provided a solution for your client. You want to be able to say "X company implemented our solution and achieved Y. "
• How are our companies aligned (mission, strategy, culture, etc.)? If any attributes of your company's mission or culture appealed to the client, call it out.

How many people are on your team? What are their roles? This will help describe key players within the organization and their impact on the implementation of your solution.

Case Study Interview Questions About the Environment Before the Purchase

A good case study is designed to build trust. Ask clients to describe the tools and processes they used before your product or service. These kinds of case study questions will highlight the business' need they had to fulfill and appeal to future clients.

• What was your team's process prior to using our product? This will give the reader a baseline to compare the results for your company's product.
• Were there any costs associated with the process prior to using our product? Was it more expensive? Was it worth the cost? How did the product affect the client's bottom line? This will be a useful metric to disclose if your company saved the client money or was more cost-efficient.
• What were the major pain points of your process prior to using our product? Describe these obstacles in detail. You want the reader to get as much information on the problem as possible as it sets up the reasoning for why your company's solution was implemented.
• Did our product replace a similar tool or is this the first time your team is using a product like this? Were they using a similar product? If so, having this information may give readers a reason to choose your brand over the competition.
• What other challenges were you and your team experiencing prior to using our product? The more details you can give readers regarding the client's struggles, the better. You want to paint a full picture of the challenges the client faced and how your company resolved them.
• Were there any concerns about how your customers would be impacted by using our product? Getting answers to this question will illustrate to readers the client's concerns about switching to your service. Your readers may have similar concerns and reading how your client worked through this process will be helpful.
• Why didn't you buy our product or a similar product earlier? Have the client describe any hesitations they had using your product. Their concerns may be relatable to potential leads.
• Were there any "dealbreakers" involved in your decision to become a customer? Describing how your company was able to provide a solution that worked within those parameters demonstrates how accommodating your brand is and how you put the customer first. It's also great to illustrate any unique challenges the client had. This better explains their situation to the reader.
• Did you have to make any changes you weren't anticipating once you became a customer? Readers of your case study can learn how switching to your product came with some unexpected changes (good or bad) and how they navigated them. If you helped your client with troubleshooting, ask them to explain that here.

How has your perception of the product changed since you've become a customer? Get the interviewee to describe how your product changed how they do business. This includes how your product accomplished what they previously thought was impossible.

Case Study Interview Questions About the Decision Process

Readers of the case study will be interested in which factors influenced the decision-making process for the client. If they can relate to that process, there's a bigger chance they'll buy your product.

The answers to these questions will help potential customers through their decision-making process.

• How did you hear about our product? If the client chose to work with you based on a recommendation or another positive case study, include that. It will demonstrate that you are a trusted brand with an established reputation for delivering results.
• How long had you been looking for a solution to this problem? This will add to the reader's understanding of how these particular challenges impacted the company before choosing your product.
• Were you comparing alternative solutions? Which ones? This will demonstrate to readers that the client explored other options before choosing your company.
• Would you describe a few of the reasons you decided to buy our product? Ask the interviewee to describe why they chose your product over the competition and any benefits your company offered that made you stand out.
• What were the criteria you used when deciding to buy our product? This will give readers more background insight into the factors that impacted their decision-making process.
• Were there any high-level initiatives or goals that prompted the decision to buy? For example, was this decision motivated by a company-wide vision? Prompt your clients to discuss what lead to the decision to work with you and how you're the obvious choice.
• What was the buying process like? Did you notice anything exceptional or any points of friction? This is an opportunity for the client to comment on how seamless and easy you make the buying process. Get them to describe what went well from start to finish.
• How would you have changed the buying process, if at all? This is an opportunity for you to fine-tune your process to accommodate future buyers.
• Who on your team was involved in the buying process? This will give readers more background on the key players involved from executives to project managers. With this information, readers can see who they may potentially need to involve in the decision-making process on their teams.

Case Study Interview Questions About the Customer's Business Case

Your case study questions should ask about your product or solution's impact on the customer's employees, teams, metrics, and goals. These questions allow the client to praise the value of your service and tell others exactly what benefits they derived from it.

When readers review your product or service's impact on the client, it enforces the belief that the case study is credible.

• How long have you been using our product? This will help readers gauge how long it took to see results and your overall satisfaction with the product or service.
• How many different people at your company use our product? This will help readers gauge how they can adapt the product to their teams if similar in size.
• Are there multiple departments or teams using our product? This will demonstrate how great of an impact your product has made across departments.
• How do you and your team currently use the product? What types of goals or tasks are you using the product to accomplish? Get specifics on how the product actively helps the client achieve their goals.
• If other teams or departments are using our product, do you know how they're using it? With this information, leads can picture how they can use your product across their teams and how it may improve their workflow and metrics.
• What was the most obvious advantage you felt our product offered during the sales process? The interviewee should explain the benefits they've gained from using your product or service. This is important for convincing other leads you are better than the competition.
• Were there any other advantages you discovered after using the product more regularly? Your interviewee may have experienced some additional benefits from using your product. Have them describe in detail what these advantages are and how they've helped the company improve.
• Are there any metrics or KPIs you track with our product? What are they? The more numbers and data the client can provide, the better.
• Were you tracking any metrics prior to using our product? What were they? This will allow readers to get a clear, before-and-after comparison of using your product.
• How has our product impacted your core metrics? This is an opportunity for your clients to drive home how your product assisted them in hitting their metrics and goals.

Case Study Interview Questions About the Buying Team and Internal Advocates

See if there are any individuals at the customer's company who are advocates for your product.

• Are there any additional team members you consider to be advocates for our product? For example, does anyone stick out as a "power user" or product expert on your team? You may want to interview and include these power users in your case study as well. Consider asking them for tips on using your service or product.
• Is there anyone else on your team you think we should talk to? Again, the more people can share their experience using your product, the better.
• Are there any team members who you think might not be the biggest fans of our product or who might need more training? Providing extra support to those struggling with your product may improve their user experience and turn into an opportunity to not only learn about their obstacles but turn them into a product fan
• Would you share some details about how your team implemented our product? Get as much information as possible about the rollout. Hopefully, they'll gush about how seamless the process was.
• Who from your company was involved in implementing our product? This will give readers more insight into who needs to be involved for a successful rollout of their own.
• Were there any internal risks or additional costs involved with implementing our product? If so, how did you address them? This will give insight into the client's process and rollout and this case study question will likely provide tips on what potential leads should be on the lookout for.
• Is there a training process in place for your team's use of our product? If so, what does it look like? If your company provided support and training to the client, have them describe that experience.
• About how long does it take a new team member to get up to speed with our product? This will help leads determine how much time it will take to onboard an employee to your using your product. If a new user can quickly get started seamlessly, it bodes well for you.
• What was your main concern about rolling this product out to your company? Describing their challenges in detail will provide readers with useful insight.

Case Study Interview Questions About Customer Success

Has the customer found success with your product? Ask these questions to learn more.

• By using our product can you measure any reduced costs? If it has, you'll want to emphasize those savings in your case study.
• By using our product can you measure any improvements in productivity or time savings? Any metrics or specific stories your interviewee can provide will help demonstrate the value of your product.
• By using our product can you measure any increases in revenue or growth? Again, say it with numbers and data whenever possible.
• Are you likely to recommend our product to a friend or colleague? Recommendations from existing customers are some of the best marketing you can get.
• How has our product impacted your success? Your team's success? Getting the interviewee to describe how your product played an integral role in solving their challenges will show leads that they can also have success using your product.
• In the beginning, you had XYZ concerns; how do you feel about them now? Let them explain how working with your company eliminated those concerns.
• I noticed your team is currently doing XYZ with our product. Tell me more about how that helps your business. Illustrate to your readers how current customers are using your product to solve additional challenges. It will convey how versatile your product is.
• Have you thought about using our product for a new use case with your team or at your company? The more examples of use cases the client can provide, the better.
• How do you measure the value our product provides? Have the interviewee illustrate what metrics they use to gauge the product's success and how. Data is helpful, but you should go beyond the numbers. Maybe your product improved company morale and how teams work together.

Case Study Interview Questions About Product Feedback

Ask the customer if they'd recommend your product to others. A strong recommendation will help potential clients be more open to purchasing your product.

• How do other companies in this industry solve the problems you had before you purchased our product? This will give you insight into how other companies may be functioning without your product and how you can assist them.
• Have you ever talked about our product to any of your clients or peers? What did you say? This can provide you with more leads and a chance to get a referral.
• Why would you recommend our product to a friend or client? Be sure they pinpoint which features they would highlight in a recommendation.
• Can you think of any use cases your customers might have for our product? Similar industries may have similar issues that need solutions. Your interviewee may be able to provide a use case you haven't come up with.
• What is your advice for other teams or companies who are tackling problems similar to those you had before you purchased our product? This is another opportunity for your client to talk up your product or service.
• Do you know someone in X industry who has similar problems to the ones you had prior to using our product? The client can make an introduction so you can interview them about their experience as well.
• I noticed you work with Company Y. Do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.
• Does your company participate in any partner or referral programs? Having a strong referral program will help you increase leads and improve customer retention.
• Can I send you a referral kit as a thank-you for making a referral and give you the tools to refer someone to us? This is a great strategy to request a referral while rewarding your existing customers.
• Are you interested in working with us to produce additional marketing content? The more opportunities you can showcase happy customers, the better.

Case Study Interview Questions About Willingness to Make Referrals

• How likely are you to recommend our product to a friend or client? Ideally, they would definitely refer your product to someone they know.
• Can you think of any use cases your customers might have for our product? Again, your interviewee is a great source for more leads. Similar industries may have similar issues that need solutions. They may be able to provide a use case you haven't come up with.
• I noticed you work with Company Y; do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.

Case Study Interview Questions to Prompt Quote-Worthy Feedback

Enhance your case study with quotable soundbites from the customer. By asking these questions, prospects have more insight into other clients and their success with your product — which helps build trust.

• How would you describe your process in one sentence prior to using our product? Ideally, this sentence would quickly and descriptively sum up the most prominent pain point or challenge with the previous process.
• What is your advice to others who might be considering our product? Readers can learn from your customer's experience.
• What would your team's workflow or process be like without our product? This will drive home the value your product provides and how essential it is to their business.
• Do you think the investment in our product was worthwhile? Why? Have your customer make the case for the value you provide.
• What would you say if we told you our product would soon be unavailable? What would this mean to you? Again, this illustrates how integral your product is to their business.
• How would you describe our product if you were explaining it to a friend? Your customers can often distill the value of your product to their friends better than you can.
• What do you love about your job? Your company? This gives the reader more background on your customer and their industry.
• What was the worst part of your process before you started using our product? Ideally, they'd reiterate how your product helped solve this challenge.
• What do you love about our product? Another great way to get the customer's opinion about what makes your product worth it.
• Why do you do business with us? Hopefully, your interviewee will share how wonderful your business relationship is.

Case Study Interview Questions About the Customers' Future Goals

Ask the customer about their goals, challenges, and plans for the future. This will provide insight into how a business can grow with your product.

• What are the biggest challenges on the horizon for your industry? Chances are potential leads within the same industry will have similar challenges.
• What are your goals for the next three months? Knowing their short-term goals will enable your company to get some quick wins for the client.
• How would you like to use our product to meet those challenges and goals? This will help potential leads understand that your product can help their business as they scale and grow.
• Is there anything we can do to help you and your team meet your goals? If you haven't covered it already, this will allow your interviewee to express how you can better assist them.
• Do you think you will buy more, less, or about the same amount of our product next year? This can help you gauge how your product is used and why.
• What are the growth plans for your company this year? Your team? This will help you gain insight into how your product can help them achieve future goals.
• How can we help you meet your long-term goals? Getting specifics on the needs of your clients will help you create a unique solution designed for their needs.
• What is the long-term impact of using our product? Get their feedback on how your product has created a lasting impact.
• Are there any initiatives that you personally would like to achieve that our product or team can help with? Again, you want to continue to provide products that help your customers excel.
• What will you need from us in the future? This will help you anticipate the customer's business needs.
• Is there anything we can do to improve our product or process for working together in the future? The more feedback you can get about what is and isn't working, the better.

Before you can start putting together your case study, you need to ask your customer's permission.

If you have a customer who's seen success with your product, reach out to them. Use this template to get started:

Thank you & quick request

Hi [customer name],

Thanks again for your business — working with you to [solve X, launch Y, take advantage of Z opportunity] has been extremely rewarding, and I'm looking forward to more collaboration in the future.

[Name of your company] is building a library of case studies to include on our site. We're looking for successful companies using [product] to solve interesting challenges, and your team immediately came to mind. Are you open to [customer company name] being featured?

It should be a lightweight process — [I, a product marketer] will ask you roughly [10, 15, 20] questions via email or phone about your experience and results. This case study will include a blurb about your company and a link to your homepage (which hopefully will make your SEO team happy!)

In any case, thank you again for the chance to work with you, and I hope you have a great week.

[Your name]

If one of your customers has recently passed along some praise (to you, their account manager, your boss; on an online forum; to another potential customer; etc.), then send them a version of this email:

Hey [customer name],

Thanks for the great feedback — I'm really glad to hear [product] is working well for you and that [customer company name] is getting the results you're looking for.

My team is actually in the process of building out our library of case studies, and I'd love to include your story. Happy to provide more details if you're potentially interested.

Either way, thank you again, and I look forward to getting more updates on your progress.

You can also find potential case study customers by usage or product data. For instance, maybe you see a company you sold to 10 months ago just bought eight more seats or upgraded to a new tier. Clearly, they're happy with the solution. Try this template:

I saw you just [invested in our X product; added Y more users; achieved Z product milestone]. Congratulations! I'd love to share your story using [product] with the world -- I think it's a great example of how our product + a dedicated team and a good strategy can achieve awesome results.

Are you open to being featured? If so, I'll send along more details.

Case Study Benefits

• Case studies are a form of customer advocacy.
• Case studies provide a joint-promotion opportunity.
• Case studies are easily sharable.
• Case studies build rapport with your customers.
• Case studies are less opinionated than customer reviews.

1. Case studies are a form of customer advocacy.

If you haven't noticed, customers aren't always quick to trust a brand's advertisements and sales strategies.

With every other brand claiming to be the best in the business, it's hard to sort exaggeration from reality.

This is the most important reason why case studies are effective. They are testimonials from your customers of your service. If someone is considering your business, a case study is a much more convincing piece of marketing or sales material than traditional advertising.

2. Case studies provide a joint-promotion opportunity.

Your business isn't the only one that benefits from a case study. Customers participating in case studies benefit, too.

Think about it. Case studies are free advertisements for your customers, not to mention the SEO factor, too. While they're not promoting their products or services, they're still getting the word out about their business. And, the case study highlights how successful their business is — showing interested leads that they're on the up and up.

3. Case studies are easily sharable.

No matter your role on the sales team, case studies are great to have on hand. You can easily share them with leads, prospects, and clients.

Whether you embed them on your website or save them as a PDF, you can simply send a link to share your case study with others. They can share that link with their peers and colleagues, and so on.

Case studies can also be useful during a sales pitch. In sales, timing is everything. If a customer is explaining a problem that was solved and discussed in your case study, you can quickly find the document and share it with them.

4. Case studies build rapport with your customers.

While case studies are very useful, they do require some back and forth with your customers to obtain the exact feedback you're looking for.

Even though time is involved, the good news is this builds rapport with your most loyal customers. You get to know them on a personal level, and they'll become more than just your most valuable clients.

And, the better the rapport you have with them, the more likely they'll be to recommend your business, products, or services to others.

5. Case studies are less opinionated than customer reviews.

Data is the difference between a case study and a review. Customer reviews are typically based on the customer's opinion of your brand. While they might write a glowing review, it's completely subjective and there's rarely empirical evidence supporting their claim.

Case studies, on the other hand, are more data-driven. While they'll still talk about how great your brand is, they support this claim with quantitative data that's relevant to the reader. It's hard to argue with data.

An effective case study must be genuine and credible. Your case study should explain why certain customers are the right fit for your business and how your company can help meet their specific needs. That way, someone in a similar situation can use your case study as a testimonial for why they should choose your business.

Use the case study questions above to create an ideal customer case study questionnaire. By asking your customers the right questions, you can obtain valuable feedback that can be shared with potential leads and convert them into loyal customers.

Editor’s Note: This article was originally published in June 2021 and has been updated for comprehensiveness.

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Hacking the Case Interview

We’ve compiled 50 case interview examples and organized them by industry, function, and consulting firm to give you the best, free case interview practice. Use these case interview examples for practice as you prepare for your consulting interviews.

If you’re looking for a step-by-step shortcut to learn case interviews quickly, enroll in our case interview course . These insider strategies from a former Bain interviewer helped 30,000+ land consulting offers while saving hundreds of hours of prep time.

Case Interview Examples Organized by Industry

Below, we’ve linked all of the case interview examples we could find from consulting firm websites and YouTube videos and organized them by industry. This will be helpful for your case interview practice if there is a specific consulting industry role that you are interviewing for that you need more practice in.

Aerospace, Defense, & Government Case Interview Examples

• Agency V (Deloitte)
• The Agency (Deloitte)
• Federal Finance Agency (Deloitte)
• Federal Civil Cargo Protection Bureau (Deloitte)

Consumer Products & Retail Case Interview Examples

• Electro-light (McKinsey)
• Beautify (McKinsey)
• Shops Corporation (McKinsey)
• Climate Case (BCG)
• Foods Inc. (BCG) *scroll to bottom of page
• Chateau Boomerang (BCG) *written case interview
• PrintCo (Bain)
• Coffee Co. (Bain)
• Fashion Co. (Bain)
• Recreation Unlimited (Deloitte)
• Footlose (Deloitte)
• National Grocery and Drug Store (Kearney)
• Whisky Co. (OC&C)
• Dry Cleaners (Accenture) *scroll to page 15
• UK Grocery Retail (Strategy&) *scroll to page 24
• Ice Cream Co. (Capital One)

Healthcare & Life Sciences Case Interview Examples

• GlobaPharm (McKinsey)
• GenCo (BCG) *scroll to middle of page
• PrevenT (BCG)
• MedX (Deloitte)
• Medical Consumables (LEK)
• Medicine Company (HackingTheCaseInterview)
• Pharma Company (Indian Institute of Management)

Manufacturing & Production Case Interview Examples

• Aqualine (Oliver Wyman)
• 3D Printed Hip Implants (Roland Berger)
• Talbot Trucks (McKinsey)
• Playworks (Yale School of Management)

Social & Non-Profit Case Interview Examples

• Diconsa (McKinsey)
• National Education (McKinsey)
• Conservation Forever (McKinsey)
• Federal Health Agency (Deloitte)
• Robinson Philanthropy (Bridgespan)
• Home Nurses for New Families (Bridgespan)
• Reach for the Stars (Bridgespan)
• Venture Philanthropy (Bridgespan)

Technology, Media, & Telecom Case Interview Examples

• NextGen Tech (Bain)
• Smart Phone Introduction (Simon-Kucher)
• MicroTechnos (HackingTheCaseInterview)

Transportation Case Interview Examples

• Low Cost Carrier Airline (BCG)
• Transit Oriented Development (Roland Berger)
• Northeast Airlines (HackingTheCaseInterview)
• A+ Airline Co. (Yale School of Management)
• Ryder (HackingTheCaseInterview)

Travel & Entertainment Case Interview Examples

• Wumbleworld (Oliver Wyman)
• Theater Co. (LEK)
• Hotel and Casino Co. (OC&C)

Case Interview Examples Organized by Function

Below, we’ve taken the same cases listed in the “Case Interview Examples Organized by Industry” section and organized them by function instead. This will be helpful for your case interview practice if there is a specific type of case interview that you need more practice with.

Profitability Case Interview Examples

To learn how to solve profitability case interviews, check out our video below:

Market Entry Case Interview Examples

Merger & acquisition case interview examples.

Growth Strategy Case Interview Examples

Pricing case interview examples.

New Product Launch Case Interview Examples

Market sizing case interview examples.

To learn how to solve market sizing case interviews, check out our video below:

Operations Case Interview Examples

Other case interview examples.

These are cases that don’t quite fit into any of the above categories. These cases are the more unusual, atypical, and nontraditional cases out there.

Case Interview Examples Organized by Consulting Firm

Below, we’ve taken the same cases listed previously and organized them by company instead. This will be helpful for your case interview practice if there is a specific company that you are interviewing with.

McKinsey Case Interview Examples

BCG Case Interview Examples

Bain Case Interview Examples

Deloitte Case Interview Examples

Lek case interview examples, kearney case interview examples, oliver wyman case interview examples, roland berger case interview examples, oc&c case interview  examples, bridgespan case interview examples, strategy& case interview examples, accenture case interview examples, simon kutcher case interview examples, capital one case interview examples, case interview examples from mba casebooks.

For more case interview examples, check out our article on 23 MBA consulting casebooks with 700+ free practice cases . There additional cases created by MBA consulting clubs that make for great case interview practice. For your convenience, we’ve listed some of the best MBA consulting casebooks below:

• Australian Graduate School of Management (2002)
• Booth (2005)
• Columbia (2007)
• Darden (2019)
• ESADE (2011)
• Fuqua (2018)
• Goizueta (2006)
• Haas (2019)
• Harvard Business School (2012)
• Illinois (2015)
• INSEAD (2011)
• Johnson (2003)
• Kellogg (2012)
• London Business School (2013)
• McCombs (2018)
• Notre Dame (2017)
• Queens (2019)
• Ross (2010)
• Sloan (2015)
• Stern (2018)
• Tuck (2009)
• Wharton (2017)
• Yale (2013)

Consulting casebooks are documents that MBA consulting clubs put together to help their members prepare for consulting case interviews. Consulting casebooks provide some case interview strategies and tips, but they mostly contain case interview practice cases.

While consulting casebooks contain tons of practice cases, there is quite a bit of variety in the sources and formats of these cases.

Some practice cases are taken from actual consulting interviews given by consulting firms. These are the best types of cases to practice with because they closely simulate the length and difficulty of an actual case interview. Other practice cases may be written by the consulting club’s officers. These cases are less realistic, but can still offer great practice.

The formats of the practice cases in consulting casebooks also vary significantly.

Some practice cases are written in a question and answer format. This type of format makes it easy to practice the case by yourself, without a case partner. Other practices cases are written in a dialogue format. These cases are better for practicing with a case interview partner.

MBA consulting casebooks can be a great resource because they are free and provide tons of practice cases to hone your case interview skills. However, there are several caveats that you should be aware of.

• Similarity to real case interviews : Some cases in MBA consulting casebooks are not representative of actual case interviews because they are written by consulting club officers instead of interviewers from consulting firms
• Quality of sample answers : While consulting casebooks provide sample solutions, these answers are often not the best or highest quality answers
• Ease of use : Consulting casebooks are all written in different formats and by different people. Therefore, it can be challenging to find cases that you can consistently use to practice cases by yourself or with a partner

Therefore, we recommend that you first use the case interview examples listed in this article and wait until you’ve exhausted all of them before using MBA consulting casebooks.

Case Interview Examples from HackingTheCaseInterview

Below, we've pulled together several of our very own case interview examples. You can use these case interview examples for your case interview practice.

1. Tech retailer profitability case interview

2. Airline profitability case interview

3. Ride sharing app market entry

4. Increasing Drug Adoption

How to Use Case Interview Examples to Practice Case Interviews

To get the most out of these case interview examples and maximize your time spent on case interview practice, follow these three steps.

1. Understand the case interview structure beforehand

If case interviews are something new to you, we recommend watching the following video to learn the basics of case interviews in under 30 minutes.

Know that there are seven major steps of a case interview.

• Understanding the case background : Take note while the interviewer gives you the case background information. Afterwards, provide a concise synthesis to confirm your understanding of the situation and objective
• Asking clarifying questions : Ask questions to better understand the case background and objective
• Structuring a framework : Lay out a framework of what areas you want to look into in order to answer or solve the case
• Kicking off the case : Propose an area of your framework that you would like to dive deeper into 
• Solving quantitative problems : Solve a variety of different quantitative problems, such as market sizing questions and profitability questions. You may also be given charts and graphs to analyze or interpret
• Answering qualitative questions : You may be asked to brainstorm ideas or be asked to give your business opinion on a particular issue or topic
• Delivering a recommendation : Summarize the key takeaways from the case to deliver a firm and concise recommendation

2. Learn how to practice case interviews by yourself 

There are 6 steps to practice case interviews by yourself. The goal of these steps is to simulate a real case interview as closely as you can so that you practice the same skills and techniques that you are going to use in a real case interview.

• Synthesize the case background information out loud : Start the practice case interview by reading the case background information. Then, just as you would do in a live case interview, summarize the case background information out loud
• Ask clarifying questions out loud : Just as you would do in a live case interview, ask clarifying questions out loud. Although you do not have a case partner that can answer your questions, it is important to practice identifying the critical questions that need to be asked to fully understand the case
• Structure a framework and present it out loud : Pretend that you are in an actual interview in which you’ll only have a few minutes to put together a comprehensive and coherent framework. Replicate the stress that you will feel in an interview when you are practicing case interviews on your own by giving yourself time pressure.

When you have finished creating your framework, turn your paper around to face an imaginary interviewer and walk through the framework out loud. You will need to get good at presenting your framework concisely and in an easy to understand way.

• Propose an area to start the case : Propose an area of your framework to start the case. Make sure to say out loud the reasons why you want to start with that particular area
• Answer each case question out loud : If the question is a quantitative problem, create a structure and walk the interviewer through how you would solve the problem. When doing math, do your calculations out loud and explain the steps that you are taking.

If the question is qualitative, structure your thinking and then brainstorm your ideas out loud. Walk the interviewer through your ideas and opinions.

• Deliver a recommendation out loud : Just as you would do in a real case interview, ask for a brief moment to collect your thoughts and review your notes. Once you have decided on a recommendation, present your recommendation to the interviewer.

3. Follow best practices while practicing case interviews :    

You’ll most likely be watching, reading, or working through these case interview examples by yourself. To get the most practice and learnings out of each case interview example, follow these tips: 

• Don’t have notes or a calculator out when you are practicing since you won’t have these in your actual interview
• Don’t take breaks in the middle of a mock case interview
• Don’t read the case answer until you completely finish answering each question
• Talk through everything out loud as if there were an interviewer in the room
• Occasionally record yourself to understand what you look like and sound like when you speak

4. Identify improvement areas to work on

When the case is completed, review your framework and answers and compare them to the model answers that the case provides. Reflect on how you could have made your framework or answers stronger.

Also, take the time to reflect on what parts of the case you could have done better. Could your case synthesis be more concise? Was your framework mutually exclusive and collectively exhaustive? Could your math calculations be done more smoothly? Was your recommendation structured enough?

This is the most important part of practicing case interviews by yourself. Since you have no partner to provide you feedback, you will need to be introspective and identify your own improvement areas.

At the end of each practice case interview, you should have a list of new things that you have learned and a list of improvement areas to work on in future practice cases. You’ll continue to work on your improvement areas in future practice cases either by yourself or with a partner.

5. Eventually find a case partner to practice with

You can only do so many practice case interviews by yourself before your learning will start to plateau. Eventually, you should be practicing case interviews with a case partner.

Practicing with a case partner is the best way to simulate a real case interview. There are many aspects of case interviews that you won’t be able to improve on unless you practice live with a partner:

• Driving the direction of the case
• Asking for more information
• Collaborating to get the right approach or structure
• Answering follow-up questions

If you are practicing with a case partner, decide who is going to be giving the case and who is going to be receiving the case.

If you are giving the case, read the entire case information carefully. It may be helpful to read through everything twice so that you are familiar with all of the information and can answer any question that your partner asks you to clarify.

As the person giving the case, you need to be the case expert.

You should become familiar with the overall direction of the case. In other words, you should know what the major questions of the case are and what the major areas of investigation are. This will help you run the mock case interview more smoothly.  

Depending on whether you want the case interview to be interviewer-led or candidate-led, you will need to decide how much you want to steer the direction of the case.

If your partner gets stuck and is taking a long time, you may need to step in and provide suggestions or hints. If your partner is proceeding down a wrong direction, you will need to direct them towards the right direction.

Where to Find More Case Interview Examples

To find more case interview examples, you can use a variety of different case interview prep books, online courses, and coaching. We'll cover each of these different categories of resources for more case interview practice in more detail.

Case Interview Prep Books

Case interview prep books are great resources to use because they are fairly inexpensive, only costing $20 to $30. They contain a tremendous amount of information that you can read, digest, and re-read at your own pace.

Based on our comprehensive review of the 12 popular case interview prep books , we ranked nearly all of the case prep books in the market.

The three case interview prep books we recommend using are:

• Hacking the Case Interview : In this book, learn exactly what to do and what to say in every step of the case interview. This is the perfect book for beginners that are looking to learn the basics of case interviews quickly.
• The Ultimate Case Interview Workbook : In this book, hone your case interview skills through 65+ problems tailored towards each type of question asked in case interviews and 15 full-length practice cases. This book is great for intermediates looking to get quality practice.
• Case Interview Secrets : This book provides great explanations of essential case interview concepts and fundamentals. The stories and anecdotes that the author provides are entertaining and help paint a clear picture of what to expect in a case interview, what interviewers are looking for, and how to solve a case interview.

Case Interview Courses

Case interview courses are more expensive to use than case interview prep books, but offer more efficient and effective learning. You’ll learn much more quickly from watching someone teach you the material, provide examples, and then walk through practice problems than from reading a book by yourself.

Courses typically cost anywhere between $200 to $400.

If you are looking for a single resource to learn the best case interview strategies in the most efficient way possible, enroll in our comprehensive case interview course .

Through 70+ concise video lessons and 20 full-length practice cases based on real interviews from top-tier consulting firms, you’ll learn step-by-step how to crush your case interview.

We’ve had students pass their consulting first round interview with just a week of preparation, but know that your success depends on the amount of effort you put in and your starting capabilities.

Case Interview Coaching

With case interview coaching, you’ll pay anywhere between $100 to $300 for a 40- to 60-minute mock case interview session with a case coach. Typically, case coaches are former consultants or interviewers that have worked at top-tier consulting firms.

Although very expensive, case interview coaching can provide you with high quality feedback that can significantly improve your case interview performance. By working with a case coach, you will be practicing high quality cases with an expert. You’ll get detailed feedback that ordinary case interview partners are not able to provide.

Know that you do not need to purchase case interview coaching to receive a consulting job offer. The vast majority of candidates that receive offers from top firms did not purchase case interview coaching. By purchasing case interview coaching, you are essentially purchasing convenience and learning efficiency.

Case interview coaching is best for those that have already learned as much as they can about case interviews on their own and feel that they have reached a plateau in their learning. For case interview beginners and intermediates, it may be a better use of their money to first purchase a case interview course or case interview prep book before purchasing expensive coaching sessions.

If you do decide to eventually use a case interview coach, consider using our case coaching service .

There is a wide range of quality among coaches, so ensure that you are working with someone that is invested in your development and success. If possible, ask for reviews from previous candidates that your coach has worked with.

Summary of the Best Case Interview Resources

To prepare for consulting case interviews, we recommend the following resources to find more case interview examples and practice:

• Comprehensive Case Interview Course (our #1 recommendation): The only resource you need. Whether you have no business background, rusty math skills, or are short on time, this step-by-step course will transform you into a top 1% caser that lands multiple consulting offers.
• Hacking the Case Interview Book   (available on Amazon): Perfect for beginners that are short on time. Transform yourself from a stressed-out case interview newbie to a confident intermediate in under a week. Some readers finish this book in a day and can already tackle tough cases.
• The Ultimate Case Interview Workbook (available on Amazon): Perfect for intermediates struggling with frameworks, case math, or generating business insights. No need to find a case partner – these drills, practice problems, and full-length cases can all be done by yourself.
• Case Interview Coaching : Personalized, one-on-one coaching with former consulting interviewers
• Behavioral & Fit Interview Course : Be prepared for 98% of behavioral and fit questions in just a few hours. We'll teach you exactly how to draft answers that will impress your interviewer
• Resume Review & Editing : Transform your resume into one that will get you multiple interviews

Land Multiple Consulting Offers

Complete, step-by-step case interview course. 30,000+ happy customers.

Career in Consulting

280 Free Case Interview Examples

Do you want to get access to over 280 free case interview examples (with answers)?

If you have interviews planned at McKinsey ,  The Boston Consulting Group , or any other consulting firm, you are probably looking for case interview examples.

So, to help you prepare, I have compiled a list of 280 free case interview examples:

• Over 30 free case interview examples (+ interview prep tips) from the websites of top consulting firms
• More than 250 free case interview examples from top business school case books

Moreover, you’ll get  my take on which case studies you will likely have in interviews.

In short, the resources listed hereafter will be very helpful if you are starting out or have already made good progress in preparing for your case interviews.

One last word : check out this free case-cracking course to learn how to crack the most recent types of case questions consulting firms use in actual interviews.

Let’s get started!

Table of Contents

Get the latest data about salaries in consulting, mckinsey: tips and case interview examples.

McKinsey & Company’s website is definitely one of my favorites.

Because this gives so much insightful information about the role of a consultant and what the hiring process looks like.

Therefore, I highly recommend spending time on their website, even if you are not targeting McKinsey.

In the meantime, here are 8 McKinsey case interview examples

• Electro-light
• GlobaPharma
• National Education
• Talbot trucks
• Shops corporation
• Conservation forever

Check out the McKinsey Hub : A library of 20+ free resources that cover everything you need to secure a job offer at McKinsey.

Besides, here is another McKinsey case interview example.

This case interview question has been recently asked in a real interview:

𝘦𝘊𝘢𝘳𝘊𝘰, 𝘢 𝘑𝘢𝘱𝘢𝘯𝘦𝘴𝘦 𝘭𝘦𝘢𝘥𝘪𝘯𝘨 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘳 𝘰𝘧 𝘦𝘭𝘦𝘤𝘵𝘳𝘪𝘤 𝘱𝘢𝘴𝘴𝘦𝘯𝘨𝘦𝘳 𝘷𝘦𝘩𝘪𝘤𝘭𝘦𝘴, 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝘴𝘵𝘳𝘶𝘨𝘨𝘭𝘪𝘯𝘨 𝘸𝘪𝘵𝘩 𝘢 𝘭𝘰𝘸 𝘮𝘢𝘳𝘬𝘦𝘵 𝘴𝘩𝘢𝘳𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘉2𝘉 𝘴𝘦𝘨𝘮𝘦𝘯𝘵. 𝘛𝘩𝘦𝘺 𝘦𝘯𝘫𝘰𝘺 𝘴𝘵𝘳𝘰𝘯𝘨 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘉2𝘊 𝘴𝘱𝘢𝘤𝘦, 𝘣𝘰𝘵𝘩 𝘥𝘰𝘮𝘦𝘴𝘵𝘪𝘤𝘢𝘭𝘭𝘺 𝘢𝘯𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘮𝘢𝘳𝘬𝘦𝘵. 𝘏𝘰𝘸𝘦𝘷𝘦𝘳, 𝘦𝘊𝘢𝘳𝘊𝘰’𝘴 𝘴𝘢𝘭𝘦𝘴 𝘵𝘰 𝘴𝘮𝘢𝘭𝘭 𝘢𝘯𝘥 𝘮𝘦𝘥𝘪𝘶𝘮 𝘴𝘪𝘻𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦 𝘴𝘵𝘢𝘺𝘪𝘯𝘨 𝘧𝘢𝘳 𝘣𝘦𝘭𝘰𝘸 𝘦𝘹𝘱𝘦𝘤𝘵𝘢𝘵𝘪𝘰𝘯𝘴. 𝘛𝘩𝘦 𝘊𝘌𝘖 𝘩𝘢𝘴 𝘪𝘯𝘷𝘪𝘵𝘦𝘥 𝘺𝘰𝘶 𝘵𝘰 𝘩𝘦𝘭𝘱 𝘵𝘩𝘦𝘮 𝘰𝘶𝘵.

How would you approach this business problem?

When ready, check this video below where I present how to approach this problem.

BCG: Tips And Case Interview Examples

The Boston Consulting Group website  states something very important: the goal of the hiring process is to get to know you better, which means, in the context of Consulting interviews, understanding how you solve problems .

Remember this: in case interviews,  to show how you think is MUCH MORE IMPORTANT than to find an answer to the case .

As a result, you will have case study questions to showcase your problem-solving skills. Likewise, fit interviews have the same purpose: to show what problems you faced and how you resolved them.

• BCG interview prep tips
• BCG’s interactive case tool
• BCG case interview example: climate change challenge
• BCG case interview example: GenCo
• BCG case interview example: FoodCo

Check out the BCG Hub : A library of 20+ free resources that cover everything you need to secure a job offer at BCG.

Bain: Tips And Case Interview Examples

Bain & Company’s website highlights something very important: successful applicants manage to turn a case interview into a conversation between two consultants .

In other words, you don’t want to appear as a candidate but as a consultant !

To do this, you need to master the main problem-solving techniques that consulting firms want to see.

• Bain interview prep tips here and here
• Bain case interview examples: coffee , fashioco
• Bain case interview sample videos: a first video , a second video

Check out the Bain Hub : A library of 20+ free resources that cover everything you need to secure a job offer at Bain & Company.

Deloitte: Tips And Case Interview Examples

As for the BCG’s section above, the Deloitte website clearly states that in case interviews , it is much more important to show how you think and interact with your interviewer than to find the right answer to the case.

• Deloitte interview prep tips
• Deloitte case interview examples: here (more than 15 case interview examples)
• Deloitte case interview example: Federal Agency
• Deloitte case interview example: Recreation Unlimited
• Deloitte case interview example: Federal benefits Provider
• Deloitte case interview example: Federal Civil Cargo protection Bureau

Get 4 Complete Case Interview Courses For Free

You need 4 skills to be successful in all case interviews: Case Structuring, Case Leadership, Case Analytics, and Communication. Join this free training and learn how to ace ANY case questions.

Oliver Wyman: Tips And Case Interview Examples

Like the Deloitte website, Oliver Wyman’s website points out that, above all,  you must demonstrate your ability to think in a structured, analytical, and creative way.

In other words, there are no right or wrong answers, but only showing how you solve problems matters.

• Oliver Wyman interview prep tips
• Oliver Wyman case interview examples: here (Aqualine) and here (Wumbleworld)

Kearney: Tips And Case Interview Examples

Now it’s time to tell you something you could have heard a hundred times.

Yet too many candidates do it.

Do NOT force your solution to adapt to a standard framework . As a result, this will only take you to a place you don’t want to go: the pool of rejected candidates .

To learn more about this, check the “What Not To Do” section on the AT Kearney website .

• Kearney interview prep tips
• Kearney case interview examples: here and here
• Kearney case book: here

Strategy&: Interview Prep Tips

Strategy& doesn’t provide case study examples on its website, but it shares insights on career progression, which I recommend reading when you prepare for your fit interviews.

• Strategy& interview prep tips

Roland Berger: Tips And Case Interview Examples

I like the examples of case studies presented on the Roland Berger website .

Because the two examples of case studies are very detailed and illustrate the kind of solutions your interviewers expect during case discussions.

• Roland Berger interview prep tips
• A first Roland Berger case interview example: part 1 and part 2
• A second Roland Berger case interview example: part 1 and part 2

Alix Partners: Interview Prep Tips

Like Strategy&, Alix Partners doesn’t provide case study examples on its website.

However, they give an overview of what they are looking for: they want entrepreneurial, self-starter, and analytical candidates, which are skills that all consulting firms highly appreciate .

• Alix Partners interview prep tips

OC&C: Interview Prep Tips

Here are two case study examples from OC&C:

• Imported spirit
• Leisure clubs

253 Case Studies From Business School Case Books

Most of these 253 case study examples are based on case interviews used by consulting firms in real job interviews .

As a result, you can have a good idea of the case study questions you can have when interviewing at these firms .

The Full List Of 253 Free Case Study Examples

• Chicago business school
• Australian Graduate School of Management
• Columbia business school
• Harvard business school
• Wharton business school (2009)
• Wharton busines school (2017)
• Darden business school

Do you want to practice a specific type of case study? Now you can…

I have sorted this list of 253 case studies by type:  profitability, market expansion, industry analysis, pricing, investment or acquisition,  and guesstimates (also known as market sizing questions).

Bonus #1: Know The Types Of Cases You Are Likely To have During Your Interviews

• Profitability cases (29% of cases from that list)
• Investment cases (19% of cases from that list)
• Market sizing questions (15% of cases from that list)

As a result, assuming you’ll have 6 interviews (and therefore 6 case interviews) during the recruitment process:

• “Profitability cases are 29%”  means that chances to have 2 profitability case studies during your recruitment process are very high
• “Investment cases are 19%”  means that chances to have 1 investment case study during your recruitment process are very high.
• “ Guesstimates are 15%”  means that chances of having  1 market sizing question during your recruitment process are high.

Bonus #2: The 10 Cases I Recommend You Doing Now

Over 250 examples of case interviews are a great list, and you may not know where to start.

So, I’ve compiled a list of my 10 favorite case studies.

The 5 case studies I recommend doing if you are a BEGINNER

1. stern case book: drinks gone flat (starting at page 24).

This is a good introduction to a common type of case (declining sales here). I liked the solution presented for this case, particularly how it started by isolating declining sales (what range of products? Volumes or prices, or both?).

2. Stern case book: Sport bar (starting at page 46)

This is an investment case (should you invest in a new bar). Even if the solution presented in this case book is not MECE , it covers the most common quantitative questions you might have in such a case. I recommend doing this case.

3. Stern case book: MJ Wineries (starting at page 85)

This is a profitability case. I liked the solution presented in this case because it illustrates how specific good candidates should be. The case concerns wine, so a good candidate should mention the quality of lands and grapes as important factors.

4. AGSM case book: Piano tuners (starting at page 57)

This is a typical market sizing question. How to answer this type of question is a must-know before going to your interviews.

5. Darden case book: National Logistics (starting at page 49)

Again, this is a very common case (how to reduce costs). I liked the broad range of questions asked in this case, covering key skills assessed by consulting firms during case interviews: brainstorming skills (or creativity), quantitative skills, and business sense.

The 5 case studies I recommend if you are more ADVANCED in your preparation

1. stern: the pricing games (starting at page 55).

This case study asks you to help your client assess different business models. I liked this case because the range of issues to tackle is quite broad.

2. Wharton 2017: Engineer attrition at SLS Oil & Gas Services (starting at page 55)

I liked this case study because the case prompt is uncommon: your client has been facing a very high attrition rate among its population of Engineers. As a result, it’s very unlikely that your solution fits a well-known framework, and you’ll have to demonstrate your problem-solving skills by developing a specific solution.

3. Wharton 2017: Pharma Company Goes International, Outsources Benefits, Integrates New Technology (starting at page 95)

This case is about a client considering outsourcing a part of their activity. Even though I don’t know if this type of case study is very common, I had many case studies like this when I passed my interviews a few years ago. And I always found them difficult!

4. Insead: Gas retail case (starting at page 73)

The question in the problem statement is very broad, making this case difficult. So, only good candidates can have a structured case discussion here.

5. Darden: Fire Proof (starting at page 84)

This is a market entry case. Try to solve it by developing a structure as MECE as possible.

CareerInConsulting.com's Free Resources

Access my exclusive free training to help you prepare for your case interviews .

Besides, you can learn my step-by-step guide to answering market sizing questions .

You’ll get my formula to solve all market sizing questions.

Moreover, if you are a beginner, you can read my article on how to solve business cases (+ a 4-week prep plan to get case interview ready).

Also, check these 11 must-know frameworks to ace your case interviews.

Finally, you can read the articles in the blog section of my website.

That’s quite a list.

To complete this list, check this free case interview course , where you’ll find case questions recently asked in actual interviews.

Now, I’d like to hear from you.

Which key insights were new to you?

Or maybe I have missed something.

Either way, let me know by leaving a comment below.

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You need 4 skills to be successful in all case interviews: Case Structuring, Case Leadership, Case Analytics, and Communication. Enroll in our 4 free courses and discover the proven systems +300 candidates used to learn these 4 skills and land offers in consulting.

35 Case Interviews Examples from MBB / Big Four Firms

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

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

McKinsey case interview examples

Mckinsey practice cases.

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

What should I know about McKinsey Case interviews?

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

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

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

BCG & Bain case interview examples

Bcg practice cases.

• BCG – Written Case – Chateau Boomerang

Bain practice cases

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

What should I know about BCG & Bain case interviews?

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

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

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

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

Deloitte case interview examples

Deloitte practice cases.

Undergrad Cases

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

Advanced Cases

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

What should I know about Deloitte case interviews?

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

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

Accenture case interview examples

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

Sorted in descending order of popularity, they are:

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

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

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

Capital One case interview examples

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

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

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

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

Other firms case interview examples

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

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

Consulting clubs case books

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

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

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

Case interview example – Case video

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

My pitch would sound like this:

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

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

Does that correctly and adequately summarize the case?”

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

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

Alright, let’s break down the perfect opening.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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46 case study questions to build trust with your target audience

Building trust with your target audience is essential to the success of your business and marketing strategy. One way to do this is to prove that your products work and solve their pain points. 

How can you do that? With the help of case studies. In a case study, you take an opportunity to show just how effective your product or service can be. But for a compelling case study, you need to ask the right questions and deliver valuable insights.

We'll share the most burning and needed case study questions you can ask your clients to find out what they want. These questions will also help you to tailor your products and services to meet their needs better.

What is a case study?

Businesses must comprehensively understand their potential customers' needs and behaviors when it comes to decision-making and product development. Case studies are an excellent tool for understanding the behavior of a particular individual, organization, or event.

A study seeks to investigate practically every area of the user's life, looking at the activities and motivations that make up who they are. This analysis is invaluable to businesses as it gives them the insights they need to develop products and services tailored to their customer's needs and wants.

Not only do case studies provide valuable data, but they can also be used in various fields, such as social work, education, and medicine. Companies can use the collected data to show the effectiveness of their product or service for a specific problem. 

Also, case studies can help with successful marketing. You can use them to showcase the successes of your business's strategies and tactics, giving potential customers a better understanding of how the services or products could benefit them.

What are the benefits of case studies?

Case studies can be invaluable tools in the business world. They comprehensively understand a business's situation, allowing all stakeholders to analyze data, understand the context, and draw lessons from a real-life situation.

You can use them to build trust with your customers. These studies prove that you have solved similar problems of other clients in the past. 

Some of the significant benefits of case studies:

• Accumulates a considerable amount of data
• Assists in the development of hypotheses
• Increases brand reliability and loyalty
• Creates a case for more investigation
• Reveals fresh insights into a subject
• Uses storylines to bring in consumers

The methods of a case study

Case studies are generally qualitative and are constructed on interviews, observations, and in-depth subject analysis. They can describe an event or phenomenon by providing detailed information about its context and circumstances.

While various steps are involved in conducting a successful case study, the following points outline the general process for how a content writing business can do this.

Identify a subject

The subjects could be previous customers who have had success working with your business and are willing to provide insight into their experiences. It should be someone who can accurately represent the business and will be a positive reflection on its services.

Collect data

Listen carefully to everything the subject says. Use the collected data to illustrate your service's success in solving the subject's issues. It should include quotes from the subject, compelling statistics, and other relevant information showcasing your strategy's effectiveness.

Analyze and interpret data

After collecting the essential data, analyze and interpret the information. Flesh out the story that the data are telling and decode their implications. Doing so will help your agency create a compelling case study that accurately conveys your service's value.

Write the case study

Now you can craft a narrative that explains the project in detail, including information about the strategies and results.

For added credibility, include quotes from the client or other third parties involved in the project and visual elements such as screenshots, images, or graphs. It will help show the reader the tangible results and make the report more persuasive.

Publish the study

Finally, publish the study on your website and other digital platforms. It will showcase the expertise and results of your services and position the business as an authority in the field.

By following these steps, your content writing agency can effectively conduct a case study to promote the services and drive more business. 

Still trying to figure out how to start one? Check these wonderful examples . 

The categories of case study questions

Most of the case study questions fall into these categories.

Estimation questions

These questions allow you to make informed assumptions from data and business knowledge to determine the market size.

Business case study questions

These inquiries measure your analytical skills and ability to make judgment calls in light of the available data.

Value proposition questions

In addition to business principles, research techniques, and intuition, these questions assess the capacity to recognize client behavior and preferences.

Logic and reasoning questions

These questions are more general and primarily connected to non-business themes, measuring analytical thinking and creativity.

Of course, there are other question types, many of which cross two or more categories. These classifications are meant to help you prepare case study question lists.

The best ways to perform a business case study interview

Once you've found your subject willing to talk to you about how your service led to their company's success, you'll need to draft your interview questions. It will help your readers know your company's contribution to their success. 

Gather as much information about the client as possible. It includes their background, history, financial status, and anything relevant to the case study you're trying to write. You can even contact the sales team to learn more about customer preferences.

Once you've gathered all that data, it's time to conduct a mock interview with someone familiar with the client.

Ask open-ended questions

These encourage the interviewee to talk and expand on their answers. For example, you can ask, "What was the biggest challenge you faced when working with X?" They might respond, "Our team didn't have much experience with a writing solution." 

You could follow up with, "How did our content writing service company help your team overcome that challenge?"

Keep records

When performing a business case study interview, recording and transcribing your conversations can be very helpful. They will work as sources and references whenever you need them.

How to format questions for your case study

Creating a solid structure for your case study questions can produce better results. 

And one of the most important things you can do when creating a case study is to ask questions that give you the information you need to make a compelling case for your service.

You'll probably get stuck in a rut and ask the same old questions, but that will not help you sell anything. You want your case studies to be tailored to your interested leads as possible, so it's necessary to make your questions more specific.

For instance, you should inquire about the client's brand, other solutions they've tried in the past, and how they feel about the outcomes. And you can only ask those questions to a brand, a person, or an organization if you are familiar with them.

What defines a solid case study question?

A good case study question should initiate a dialogue and give the subject control over the narrative. Questions should be open-ended, allowing prospects to tell their story. You must know how to make these questions relevant to your product or service.

Case studies are the most effective when you present them as a solution instead of making them your company's advertisement. It shows the audience you care about your clients, whether they are big or small businesses, and want to help them grow. It lets them know your company is concerned with customer satisfaction and long-term success.

Well-crafted case study questions send a strong message to customers at the decision stage of their buyer's journey and turn them into loyal customers.

What makes a questionnaire perfect for a case study?

One of the most important things you can do when developing a case study questionnaire is to ensure that it doesn't feel like an interrogation. The last thing you want is to let your clients feel like they are being investigated.

To avoid this, create a list of questions that sound like having a friendly conversation. You just want honest answers from them to use the information in your case study report with integrity.

The following are just a few of the key topics your questionnaire has to touch on:

• The issues the client had before selecting your service.
• Reasons they chose your company.
• How did your products solve their problems?
• The measurable outcomes of the provided solution.
• Data and metrics (if available) that demonstrate the effectiveness of your products.

Need help with showing your service's worth to your potential customers? Try our expert white paper writers . They will craft compelling papers to educate your audience about your authority in your field or the effectiveness of your services. 

The most important case study interview questions

Here we'll outline the most fundamental case study questions you should ask.

Begin with the background

When drafting case study questions, the first thing is to determine why you're doing it. Outline questions based on the primary issues you want to emphasize. 

So, what questions will allow you to explain how you solved others' problems? 

Ideally, you should ask previous clients about their company's history. It's an excellent method to introduce them to the readers. Then, begin the report by introducing the initial problems.

We'll provide a list of case study interview questions below that you can ask your clients to learn about their industry. Remember to modify them depending on the client's business and your objectives.

Give a brief description of your company and its beginnings.

The customer has the chance to describe their business at this point, including information about the company size, work environment, etc. In addition to getting helpful background information, it's a simple way to start a conversation with the client.

Who are your ideal clients?

The readers of your case study will get a better insight into their industry by knowing the target audience.

Explain your position inside the organization.

The interviewee's answer will give a better understanding of the obligations they're entitled to.

What are some of the most prevalent difficulties that firms in your industry face?

Request the subject to elaborate on this topic as much as possible. For example, they might struggle to find a service for writing high-quality content or plan an effective SEO strategy . That way, the readers can get some ideas about the topics to be discussed. 

What concerns or obstacles prompted you to seek out our product or service?

Give specific examples of these challenges. Suppose your client took professional content writing services from you to solve their issues. 

The readers should learn as much as possible about the issue since this will help them understand why others took your company's service. It will also make it easier for them to make a purchase decision.

Why was this particular problem a top priority?

If your customer has a particular problem, the readers will benefit from knowing about it. They will learn about which issues to prioritize.

How did this issue affect your business?

Explain the significant impact of the issue, so the readers become curious to seek your solutions.

What other viable solutions have you attempted in the past?

This will show readers that the customer considered alternative solutions before selecting your service.

How many people work in your company?

The client’s description will help your readers to compare their company size with the highlighted firm.

How long have you been operating your business?

From this information, your readers can evaluate if the challenges are more relevant to a fresh or starting firm or an established one.

Build your connection

The most important questions you can ask clients are about their connection with your business. Answers to these queries will give you a deep understanding of why they chose to work with you and what makes them repeat customers.

When speaking with a new client, find out what made them choose your company over others. In the case of repeat customers, ask them how they found you, the reasons to pick your content marketing service, and most importantly, what made them come back.

You can include some questions like the following:

When have you signed up as a client of ours?

The readers will feel more confident about your product's performance if they attribute a timeframe to it.

How did you discover our company?

Ask the subject about how they found your service. Was it through a referral, an online search, or a case study? It'll show that you are a dependable brand with a track record of producing outcomes.

From when have you been searching for a solution to your problem?

It will give the customers an idea about how difficult (or easy) it is to find a solution to that particular problem. 

Why did you pick our business over the main competitors?

It will answer why the client chose your product over competitors. Let them explain this point in detail because it may bring in more leads.

How was the buying procedure for our service?

The readers will get the chance to know how smooth and straightforward the purchasing procedure of your service is. This is an essential point because many customers make the buying decision based on the purchasing experience. 

How did you plan to use our product to enable the solution?

Your readers will better understand how they can use your product to solve their problems.

Allow your clients to explain your solutions

Now that you've established the primary problem and explained why your client picked your service, it's time to move into specific questions. Now you'll ask about your client's experience regarding your product. These queries will elicit the most valuable information for your target audience. 

Try to ask direct questions to create a solid case study based on those answers. That way, potential leads experiencing the same problem will consider buying your service.

How did our product solve your problem?

This is one of the most critical questions since it serves as the foundation for the case study. It will educate your audience and convince them to try your service. 

The responses are a testament that your business does an excellent job for the clients. It also gives you the ground to declare, "X firm utilized our service and accomplished Y."

Which aspects of the service you found most helpful?

The elements will help the readers understand the value of your service better.

Was this service a substitute for a similar tool you previously used?

The subject could have used other services first. If so, providing this data could influence your readers' decision-making process and convince them to select your product over competitors.

What are the benefits of choosing our company over others?

The subject should highlight the unique values they received by choosing your business over your competitors. It's crucial for persuading potential customers about the worth of your service over the competitors.

Did you get in touch with the customer support team at any point during the process?

Customers may encounter various issues when utilizing your service. User experience on customer assistance will persuade the readers that you have their back when it matters the most. 

If yes, how was our customer assistance?

Readers will feel more confident if your clients perceive your customer service helpful.

How many employees in your company utilize our brand?

Readers can assess whether your solution suits their business needs with this information.

How many teams or departments in your company use our service?

This will illustrate how far your service has spread throughout departments.

How did you feel about the configuration and implementation process?

Readers can understand how accessible your service is from your clients' experiences.

Who was engaged in the execution of our product?

This will provide readers with a better understanding of who should be engaged when using your service. 

How did the rollout go?

Find out as many details as you can regarding the rollout. We can only hope that they'll praise just how easy it was.

What kind of comments have you heard from your employees regarding our service?

If the conversation has gone well, you can anticipate positive feedback from your client's staff. So, this feedback will help you stay one step ahead of your competitors.

Define the product's advantages

Here comes the most crucial part of the interview. You'll ask the client about particular outcomes and the metrics they used to monitor the performance of your service.

How did our service handle your particular problems?

When it comes to solving issues, your clients can often better explain the contribution of your service than you.

What sort of measurable results did you observe?

Any data provided by your respondent will highlight the significance of your product.

How has your business changed since you started using our service?

Your clients now have the chance to emphasize how your solution helped them achieve their measurements and objectives.

Which metrics or KPIs did you track to see if our solution effectively resolved your issue?

It'd be best for the customer to provide as many figures and data as possible. The more, the better for you.

How did your original issue affect your business? Does the problem still exist or get fixed?

Let them comprehensively answer how the problem initially hurt their business and how your services resolved those hurdles.

What's your suggestion to other customers who’ll use our services for optimum results?

Suggestions from your existing client can play a vital role. Make sure that they specifically talk about the features of your service.

Fortify your relationship with the client

Now, we'll list questions that'll fortify your relationship with the client and make it long-lasting. 

Ask them the case study questions listed below.

Do you believe our product was beneficial for your business? How so?

This is a great question to ask at the end of a case study interview. It's an excellent way to grab the attention of your potential customers. You can ask the subject how your company offers a valuable product and service and why they think that is.

How much time does a new employee need to become familiar with our product? 

Your potential leads will know the estimated time to train a new employee to use your solution. It's good for you if a newbie can easily and quickly get up and running.

What are the reasons to recommend our service to a customer or friend?

Ensure that your client describes the aspects they’d emphasize when recommending to a customer.

Have you spoken to any of your coworkers about our product?

It’s a great opportunity to get more potential leads and a referral.

What would happen if your team didn’t use our service?

The answer will focus on the value your service provides and its importance.

What else can we do to help your company gain your objectives?

This can be helpful in terms of making sure you're giving them exactly what they want and need. It will also help with building a long-term relationship with them. 

What would it take for your company to derive the biggest return from our product?

You'll be able to provide more assistance to them through this information.

What feature of our company do you admire the most?

It’ll illustrate the value of your service in detail to the readers.

What makes you choose to work with us?

The subject is likely to talk about how professional and efficient you are. It may make the readers gain confidence in your work ethic. 

Talk about the future objectives of your client

Try to get more involved with your clients by discussing their future objectives. They know what they want, but they want assistance in obtaining it. And your relationship with them will become stronger if you demonstrate that you're prepared to go above and beyond to assist them.

How can we assist you in achieving your company's goals?

You'll learn more about how you can support your clients more effectively. 

What objectives do you have for the following three months? 

Your organization can make a particular strategy to help the clients by learning their objectives.

How can we assist you in achieving long-term objectives?

If you know your customer's specific requirements, you'll be able to provide more effective solutions.

Case studies are an effective way to market your business, one that you should plan on integrating into your marketing strategy sooner rather than later. If you want your brand to stand out amongst thousands of competitors online, we urge you to set up a case study questions campaign for your business. You'll be amazed to see traffic and leads acquired through this content. 

Are you looking to build more trust with your target audience? Let our industry-leading content writing agency help you craft the perfect case study questions to get the results you desire.

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14 Best Case Study Questions to Ask Your Top Customers

If you want to show interested leads that you can put your money where your mouth is, case studies are a good way to go. They’re a valuable form of content that can even be used as lead magnets under the right conditions, and they have a singular purpose: To show how your clients achieved specific, significant results with your product or service. 

Knowing how to write a great case study is an important part of success, but there’s a part of the process that comes before that: Knowing which questions to ask, which you’ll determine when you’re preparing for a case study interview. 

The questions you ask can make the difference between a case study that feels like it’s been churned out by a low-quality AI machine compared to one that feels actionable, engaging, and high-stakes to your readers. 

In this post, we’re going to go over the 14 best case study questions to ask, along with discussing some tips to improve the results you’ll get. 

How to Structure Your Case Study Questions

Before we dive in, we want to talk about how to structure your questions in the interview.

In this post specifically, we’re going to look at individual questions you should ask around pointed topics, like about the client’s brand, solutions they’ve tried already, and their results. 

It’s best to stick close to the progression outlined here because it will give you the basic information you need at every level of the case study interview . You can’t ask what solutions they’ve tried before when you don’t even understand their brands’ needs. 

And keep in mind that when you’re asking users to provide specific information about a topic up front, they’ll often reference it later, strengthening the overall case study and sometimes encouraging them to share information they may not have thought to share otherwise. 

That being said, let’s go ahead and start to dive in to the best case study questions you should ask. 

Questions About Their Brand 

The best case studies will have some information about the brand they’re featuring and not just about how the brand uses their product. Information about the brand size, industry, and unique selling propositions (USPs ) can all play a valuable part in building a strong case study. 

These are a few important case study questions to consider asking about branding: 

1. Can you tell us a little bit about your brand? 

This is a great way to start the interview off strong. Ask the client to tell you about the brand, plain and simple. See what they have to say; they may share information about their product or service, how they fit into their industry, what differentiates them, and more. 

Leaving this first question relatively vague and open-ended helps them feel more comfortable while giving you some good ideas for where to go. 

If they’re stumped, ask them to provide a brief description of what their company does.

2. Can you tell me about your business’s structure, including industry, company size, or years in business? 

While this may feel technical, it can be exceptionally valuable to readers of the case study to help them relate or get a good understanding of who is using your products. 

3. An industry-relevant question 

SaaS tools that help with ad management may ask clients about their total monthly ad spend, for example. An eco-friendly company may ask clients what their “green goals” are or their previous carbon emissions. 

Think about what would benefit you to have in the case study, and ask it here if possible. 

Questions About Their Challenge & Pain Points 

We know that all great case studies will highlight the challenges that clients have before finding your product or service as their solution, exacerbated by key pain points. 

It’s so important to get enough information that these challenges feel real and significant in the case study; if you neglect to explain why a challenge was an actual obstacle, it can come across as seeming trivial. That can make your solution seem trivial, too.

These are the best case study questions to ask for this stage of the interview.   

4. What were the challenges you needed to solve before finding our product? 

This is a specific, pointed question, which helps make it effective. 

If I ask my content marketing clients this question, for example, they might say, “we didn’t know how to create content that ranked well” or “we needed help creating content at scale.” 

You can dive deeper by asking pointed questions about their key problems, which brings us to the next question. 

5. Why did this challenge have such a significant impact on your business?

This is the golden ticket right here, because it’s about pain points. 

Say you’re selling marketing services, and the client’s challenge is that they wanted help with lead generation . 

The pain points of “organic channels were too slow in driving customer acquisition, and our churn rates were eviscerating our client numbers” or “we tried to run ads ourselves but ended up losing hundreds of dollars to no avail.” 

Wasted money. Bleeding clients. Too-slow organic channels. These are pain points that make the case study feel real, and that other customers will connect to.  

6. What other solutions had you tried before and why didn’t they work? 

While it’s best to skip out on trash-talking competitors in the case study, asking this question during the interview can give you valuable context and a lot to work with. 

If, for example, I’m a weight loss coach, my clients may have tried the keto diet and Weight Watchers to no avail. Knowing that the keto diet made them feel queasy and that they found the point-tracking Weight Watchers to be too much work can be useful information for the study, even if you don’t ever name the alternatives.

These are pain points in their own right, and can be utilized like the following: 

 “The client had tried different solutions before but found that the diets either made them sick or were too much work to maintain.” It positions your solution to be the winning option. 

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Questions About How They Discovered You 

While it may seem irrelevant, information about how customers discovered you and why they decided to work with you can actually become compelling parts of a case study— even if only mentioned in brief. 

Here’s an example of how you can use this information in the case study: 

“We found Breadcrumbs after our business partner mentioned it to us, and after reading about their easy-to-use interface and accessible lead scoring , we decided to give it a try.” 

You’ve got social proof (business partner referred them) and a promo for a unique feature that made them convert. 

Here are the case study questions you can ask to get this information:

7. How did you find out about our brand? 

It’s a simple question, and it will likely be a simple answer. Nice and easy. 

8. What made you decide to try our product over other solutions? 

This essentially gets the customer to sell your product back to you, which is phenomenal. And someone reading the case study might think, “They’re right; I’ve also looked for a lead scoring tool with a great interface, I’d try that.” 

Questions About How They Used The Product or Service 

This will likely be one of the meatier parts of the case study interview because this is where some of the actionable information comes into play. How did your clients use your product or service, what steps did they take, and how can others use this to replicate the eventual results we’ll discover? 

These are the case study questions to ask: 

9. Which specific products and product features did your team use? 

Say you’re selling invoicing software to small businesses. Not all clients will use every feature.

Graphic designers, for example, may take advantage of project estimates for upfront deposits more than a copywriter who only works for flat fees. That copywriter, however, might be more likely to use invoice templates for retainer clients or automated billing features. 

Ask about the products and services the team used. 

10. How did your team use our products and services to meet their needs? 

You know what products or services were used, but now it’s time to ask how they were used.

Project estimates, for example, allowed graphic designers to send more professional-looking invoices to clients, who could pay upfront deposits through credit card, check, or bank deposit. This helped that designer weed out clients who had no intention of paying and gave them the funds they needed to secure the supplies to begin working.

And for the copywriter who used automated billing, it saved her an exceptional amount of time and ensured she got paid on time because she sent those invoices on time. 

11. How was your experience? 

Was the SaaS tool user-friendly? Did your clients take advantage of a free demo program or the option to have an account manager get their entire account up and running?

Ask about their specific transition process using the tool and what made the experience a more positive one. 

Questions About Their Results 

Last but not least… the results. Believe it or not, some case studies skip this part of the interview, but you definitely want to include hard, quantifiable data in as many case studies as possible. 

12. What end results did you get after using our product? 

Ask for the results your clients achieved. If they’re comfortable sharing the information, ask for KPIs. 

How did using our social media marketing software increase message response rates? 

How did our marketing service improve lead generation efforts, and customer acquisition costs? 

How did our lead scoring software reduce the contact-to-close period for leads or increase the overall financial value of leads acquired? 

Be as specific as the client will allow. The more definitive the data you can share, the better. 

13. What impact did these results have on your business? 

While this may seem self-explanatory, this is a great final question that again helps the impact of your product or service really stand out.

We saw customer satisfaction increase and sales go up by about 15% by improving message response rates on social media. 

Or, by getting more leads at lower costs, our business was able to reinvest those accelerated profits into additional campaigns to scale exponentially at an unprecedented rate, and now we’re opening two new branches. 

This can be a combination of data-focused or story-driven impacts. Either (or both!) works well. 

14. Is there anything else we should know? 

Anything else you want to share? This is a short but powerful question, and while some clients will say, “nope, that’s it,” you may be surprised what some other people share with you. 

There may be something they’ve been excited to talk about that hasn’t come up in the questions yet, or something may pop into mind to elaborate on something you’d discussed earlier.

Give them the floor, and see what they have to say. 

Final Thoughts 

If you’re going to take the time needed to conduct and write up a case study (both your own time and the client’s), you want to get it right. Coming prepared with a list of strong case study questions can help you create content that will be highly effective at generating leads and converting customers for a long time to come. 

Want to speed up the lead conversion funnel with lead scoring software? Create a Breadcrumbs account for free here ! 

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Blog Graphic Design

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

By Alice Corner , Jan 12, 2023

Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.

Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.

Click to jump ahead:

• What is a Case Study?

Business Case Study Examples

Simple case study examples.

• Marketing Case Study Examples

Sales Case Study Examples

• Case Study FAQs

What is a case study?

A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

As well as being valuable marketing tools , case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

Marketing Case Study Template

A marketing case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A marketing case study typically includes:

• Company background and history
• The challenge
• How you helped
• Specific actions taken
• Visuals or Data
• Client testimonials

Here’s an example of a marketing case study template:

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Marketing case study examples

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

While sales dashboards generally tend it make it all about the numbers and charts, in sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Case Study Examples Summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website .

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case Study FAQ

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers , business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

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

Some good questions you could ask would be:

• Why do you use our tool or service?
• How often do you use our tool or service?
• What does the process of using our product look like to you?
• If our product didn’t exist, what would you be doing instead?
• What is the number one benefit you’ve found from using our tool?

You might also enjoy:

• 12 Essential Consulting Templates For Marketing, Planning and Branding
• Best Marketing Strategies for Consultants and Freelancers in 2019 [Study + Infographic]

21 market sizing questions with answers (McKinsey, BCG, etc.)

If you’re preparing for a case interview at McKinsey, BCG, Bain, or another top consulting firm, you can expect to face a market sizing question. This could be something like “What’s the market size for take-away coffee in this country?” or “How many bottles of wine are sold in the U.S. every year?” 

The best way to get the hang of these questions is to practise them. To save you hours of research, we’ve collected 21 typical market sizing questions with good quality solutions and listed them below.

Here’s an overview of what we’ll cover:

• What are market sizing questions?
• How to prepare for market sizing questions

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

1. what are market sizing questions.

Market sizing questions are typically asked at the beginning of consulting case interviews. They require you to perform rough calculations in order to estimate the size of a particular market without having any data available.

There are two types of market sizing questions. Most commonly, you'll be asked to estimate the value of a market - that is, to calculate its annual revenue. The market could be anything, from soft drinks to ping pong balls, and you’ll need to give an estimate of its annual worth (e.g £5 billion).

Alternatively, you may be asked to estimate the volume of a market - that is, to calculate the number of units sold (e.g 5 billion ping pong balls).

1.1 Why do companies ask market sizing questions?

Consulting firms tend to ask market sizing questions for two main reasons:

Firstly, it gives the interviewer the chance to see whether the candidate's basic mathematical and problem-solving skills are of a good standard, and whether they can use them quickly and logically in a pressure situation.

Secondly, consultants will often need to provide “guesstimates” and ball-park figures of market size while they’re talking to clients, be it on strategy cases or due diligence cases. Thus the ability to do a quick back of the envelope calculation, perhaps during or just before a client meeting, is of real practical value.

So, let’s take a look at some examples.

2. 21 market sizing questions and solutions

We’ve researched through the questions and solutions available online, and we’ve listed the best ones here for you, including links to video and written resources.

2.1 Medium-level questions

There's a whole list of examples below, but first let's work though an example together so that you can see how we recommend approaching a market sizing question.

2.1.1  How many t-shirts are purchased in New York City in a given year?

We always recommend using a  4-step framework.

Step 1: Ask clarification questions

Market sizing questions are usually ambiguous. Make sure you’re calculating the right numbers before you start. This also buys you some thinking time. You could ask:

• “Does this include NYC only (8m) or the greater metropolitan area (20m)?" 
• "Does 'shirts purchased' mean just in-store? Would an online purchase by someone in New York using a provider outside NYC count?"
• "Does this include sportswear, or is it restricted to regular-use t-shirts?”

Let’s imagine that in this case, the interviewer says they’re interested in NYC only. They clarify that online purchases can be included as long as the buyer is in NYC at the time of purchase, and that sportswear should be excluded.

Step 2: Map out your calculations

We always recommend telling your interviewer your approach to the problem before you start making calculations.  You could lay out these five steps:

• Estimate the population of NYC.
• Estimate the number of t-shirts the average man in NYC buys each year.
• Estimate the number of t-shirts the average woman in NYC buys each year.
• Adjust estimates for age group differences.
• Find average and multiply by population of NYC.

Hopefully the interviewer is on board with your approach, so you can get started.

Step 3. Round numbers and calculate

Calculation step 1: Estimate the population of NYC .

Let's imagine that you live in London. You know that London has about 8m inhabitants, and you think that NYC must be fairly similar.

Estimate: 8 million

New York is a fashion capital in a world of fast-fashion, and also a relatively wealthy city where people have disposable income for clothes shopping. These factors will push your estimates up.

Now, onto the trickier estimates. If you’re a man, start with men so you can use yourself as a base of reference. If you’re a woman, vice-versa. For argument's sake, let's say you're a man.

Calculation step 2: Estimate the number of t-shirts the average man in NYC buys each year.

You can tell the interviewer that here you're using personal experience to make assumptions. Let's imagine that tees are your main item of clothing and you buy around 4 per year. You might say that you think this might be a bit under the NYC average, as you’re not interested in fashion and don’t have much time for shopping. Also, you want to count t-shirts given to men by someone else (their partners, for instance), and so this increases your estimate slightly.

Estimate: 5 t-shirts per year.

Calculation step 3. Estimate the number of t-shirts the average woman in NYC buys each year.

Let's imagine that, drawing from personal experience, your perception is that women don’t wear t-shirts as often as men, but then again they tend to buy more clothes than men. You consider that they may also buy a lot of clothes for men, but as you've already mentioned, you counted these in the male estimate.

Estimate: 3 t-shirts per year.

Calculation step 4. Adjust estimates for age group differences.

You may want to consider children differently, because children go through a lot of clothes as they grow, make a mess of them, etc. However, you could also factor in that children often wear a lot of passed-on clothing (from siblings, etc). You could conclude that these factors balance each other out, and so 3 for girls and 5 for boys seems about right to you.

Calculation step 5: Find average and multiply by population of NYC.

Clearly, the average of 5 and 3 =  4.

4 x 8 million = 32 million.

Step 4. Sense check your results

Your calculations have been fairly simple, so there shouldn’t be any surprises. 32 million t-shirts sold per year in a population of 8 million? It seems reasonable.

You can give the interviewer your final answer:

Total number of t-shirts sold in NYC each year: 32 million

Now you've seen how to approach this type of question, have a go at the ones below.

2.1.2 Provide an estimate for the number of dentists currently working in the UK

2.1.3 Estimate the market size for sofas in the UK

How did you get on? We've listed some more helpful examples below.

2.1.4 More medium-level questions

• How many bottles of wine are sold in the US every year? ( video solution)
• Estimate the size of the European shoe market ( video solution from 07'22) 
• What is the market size for cars in the USA? ( video solution from 00'48)
• Estimate the market size for televisions in Poland ( video solution )
• How big is the golf club market in New York? ( written solution , scroll down a bit)
• What is the market for a coffee shop in Cambridge, England? (Bain: written solution )
• What’s the market size for take-away coffee in Paris? ( written solution )
• What is the market size for smartphones in Germany? ( written solution , scroll to section 2)
• How many bars of chocolate are sold in the US each year? ( pg 34 of book preview )
• How many coffins are sold in Los Angeles (USA) each year? ( pg 43 of book preview )

Remember, there is often more than one valid way of approaching a market sizing question, so if your solution is different to the ones we've linked to, it doesn't necessarily mean it's wrong. However, it is worth learning an approach that works and sticking to it.

2.2 Hard questions

You can't predict how difficult your market sizing question will be, and so you should be prepared for it to be a little bit more complex. Let's apply our   4-step framework   to a slightly trickier question.

2.2.1  Calculate the market size for weddings in the UK

Make sure of the actual number you need to calculate. You could ask the interviewer:

• “Are we talking volume (number of weddings) or value (amount spent on weddings)?"
• "If we’re talking value, do you want to take into account linked expenditure - stag and hen parties, engagement rings, etc - or are we just focusing on the cost of the actual wedding day itself?"
• “Are we including guest expenditure, or just how much the wedding day costs the hosts?”

The interviewer tells you that they want the total direct spend on the wedding day, including guest spending at the venue. They’re not interested in related spend such as hen parties and guest transport, etc.

Right, now you’re ready for the next step.

Here you could explain to the interviewer that you're going to do some segmentation. Why? Because although people can get married at any adult age, there is a huge difference in marriage rate between age groups.

To keep it simple, you could segment the population into age groups spanning 20 yo, and assume even population distribution across those. You can estimate the % of each segment to get married in a year, thus finding the total people getting married in the UK.

• Segment population and estimate % of each that will marry in a given year.
• Use % to calculate number of people estimated to marry in each segment, and add together to find total number of people marrying.
• Two people marry at each wedding, so we’ll halve the number of people marrying to find the number of weddings. 
• Estimate cost per wedding by estimating host spend and guest spend and adding together.
• Multiply total spend per wedding by the total number of weddings to find the market size.

You lay out this approach to the interviewer and hopefully they’re on board with it, so you can start calculating.

Step 3: Round numbers and calculate

Calculation step 1: Segment population and estimate % of each that will marry in a given year

If you've memorised your   cheat sheet , you know the UK population is roughly 70m. 

0-20 years - 17m (rounded from 17.5)

20-40 years- 17m

40-60 years - 17m

60-80+ years - 17m

You could tell the interviewer that you’re going to make some assumptions based on personal experience of living in the UK. (If you're from another country, base it on your own experience and adapt. E.g. if you're from the US you’ll decrease the percentages a little because you know that the UK is less religious than the US and therefore marriage rates should be lower.)

• 0-20 years: Most of this age group is below the legal age of marriage and even at legal age, it’s fairly rare for people to get married before 20 in the UK. You might calculate that it’s less than 1 in 100 - let’s say 0.5%.

So, 17m /100 = 170k / 2 =  85k. You round this to 90k.

• 20-40 years: You estimate that you have around 100 friends and relatives that you're on reasonably close terms with and probably just over half of these are in the 20-40 age group. You say that you tend to be invited to two weddings a year, with one of the newly weds coming from outside this pool:  you estimate that 3 people out of 60 in this age group marry each year -  that’s 5%. 

You already know that 0.5% is 90k. So you multiply by 10 to get to 5% =  900k.

• 40-60 years: You estimate that weddings in this age group are around one third as common as the 20-40 segment, perhaps a little more due to second marriages. You call it 2%.

90k x 4 = 360k

• 60-80 years: Probably not as rare as the first segment, given that all ages are applicable, but still fairly rare. You estimate 1%.

90k x 2 = 180k

Calculation step 2: Use % to calculate the number of people estimated to marry in each segment, and add together to find total number of people marrying.

TOTAL: 90k + 900k + 360k + 180k = 1.530m people getting married. You round it to 1.5m

Calculation step 3: Two people marry at each wedding, so you halve the number of people marrying to find the number of weddings. 

Divide 1.5m / 2  = 750k weddings per year.

Total number of weddings in the UK each year: 750k.

Calculation step 4: Estimate cost per wedding by estimating host spend and guest spend and adding them together.

You could tell the interviewer that from what you’ve heard in the media, the average wedding in the UK costs the hosts £20k.

You need to add guest expenditure. Estimating 70 guests at each wedding, you estimate an average spend of £30. 70 x 30 = £2.1k per wedding, rounding it to £2k.

So, total direct costs of the average wedding comes to 22k.

Calculation step 5: Multiply total spend per wedding by the total number of weddings = market size.

22k x 750k =   16.5 billion

Step four: Sense-check your results

It’s hard to have much sense of how many billions weddings should be worth. Instead, let’s check the calculation before that - the number of weddings in the UK:

750K weddings per year in a population of 70 million people, does that sound right?

Yes, it’s roughly 2% (1% doubled for the two people marrying) of the population marrying each year, which seems reasonable.

You confirm to the interviewer your estimate:

Total market size of weddings in the UK:   £16.5billion

In fact, you’re a little over. The current market size for UK weddings is around $9 billion, with fewer weddings than you estimated. But the interviewer will be evaluating you more on the logic of the thought process than on how close your final result is to the real one. 

Right, let's take a look at some more questions.

2.2.2 Calculate the market size for medical consumables in GP practices (solution from 01'12)

2.2.3 Estimate how many women in the USA play golf

(alternative answer: here )

• Estimate how many women in the USA play golf (solution from 04'45)

2.2.4 Calculate the adult disposable diaper market in the USA

2.2.5 More hard questions

• How many petrol stations are there in the UK? ( video solution from 06'16)
• What’s the market size for residential light bulbs in the US? ( written solution )
• What is the total number of automobile tires sold in the US every year? (written solution)
• What is the size of the sandwich market in India? ( written solution , scroll down halfway)

The 21 questions we've included in this article should be a great resource for you when you need to practise market sizing questions. But what else should you be doing to prepare for them?  Let's take a look.

3. How to prepare for market sizing questions

The questions and calculations we’ve gone through here aren’t rocket science, but they require a calm head and can be tricky to pull off smoothly in a high-pressure situation. And of course, they’re even trickier if you’re not used to answering them!

However, if you prepare using the simple steps below, you should put yourself in a great position to crack them. Here we go:

3.1 Learn a framework

Having a framework will help you structure your answer logically and minimize your potential for mistakes. We recommend using the framework we laid out in the two solutions we walked you through above. See it in more detail in our ultimate guide to market sizing.

3.2 Memorise some basic data

Market sizing questions are not general knowledge or "lucky guess" tests, and you’re not expected to be able to quote all sorts of population demographics and industry stats.

That said, to make a good impression, we recommend brushing up on some basic facts such as the rough population of the country you’re interviewing in. In our ultimate guide to market sizing, we've put the most important data all together for you in a cheat sheet.

3.3 Practise on your own

Once you’ve learned the framework, we recommend answering lots of questions until the approach starts to come naturally. The question list in section 2 above is, as far as we can tell, the best resource available in terms of lists of questions and solutions.

We also recommend talking through your calculations out loud. This may sound strange, but it will help you be more methodical and will significantly improve the way you communicate your calculations during an interview.

3.4 Practise with experts

Of course, it's impossible to replicate a consulting case interview situation on your own. Practising with friends can really help , but if you really want the best possible preparation for personal experience interview questions, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

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

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

Further reading: Best interview coaching services 2023

Writing A Case Study

Case Study Examples

Brilliant Case Study Examples and Templates For Your Help

15 min read

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A Complete Case Study Writing Guide With Examples

Simple Case Study Format for Students to Follow

Understand the Types of Case Study Here

It’s no surprise that writing a case study is one of the most challenging academic tasks for students. You’re definitely not alone here!

Most people don't realize that there are specific guidelines to follow when writing a case study. If you don't know where to start, it's easy to get overwhelmed and give up before you even begin.

Don't worry! Let us help you out!

We've collected over 25 free case study examples with solutions just for you. These samples with solutions will help you win over your panel and score high marks on your case studies.

So, what are you waiting for? Let's dive in and learn the secrets to writing a successful case study.

• 1. An Overview of Case Studies
• 2. Case Study Examples for Students
• 3. Business Case Study Examples
• 4. Medical Case Study Examples
• 5. Psychology Case Study Examples 
• 6. Sales Case Study Examples
• 7. Interview Case Study Examples
• 8. Marketing Case Study Examples
• 9. Tips to Write a Good Case Study

An Overview of Case Studies

A case study is a research method used to study a particular individual, group, or situation in depth. It involves analyzing and interpreting data from a variety of sources to gain insight into the subject being studied. 

Case studies are often used in psychology, business, and education to explore complicated problems and find solutions. They usually have detailed descriptions of the subject, background info, and an analysis of the main issues.

The goal of a case study is to provide a comprehensive understanding of the subject. Typically, case studies can be divided into three parts, challenges, solutions, and results. 

Here is a case study sample PDF so you can have a clearer understanding of what a case study actually is:

Case Study Sample PDF

How to Write a Case Study Examples

Learn how to write a case study with the help of our comprehensive case study guide.

Case Study Examples for Students

Quite often, students are asked to present case studies in their academic journeys. The reason instructors assign case studies is for students to sharpen their critical analysis skills, understand how companies make profits, etc.

Below are some case study examples in research, suitable for students:

Case Study Example in Software Engineering

Qualitative Research Case Study Sample

Software Quality Assurance Case Study

Social Work Case Study Example

Ethical Case Study

Case Study Example PDF

These examples can guide you on how to structure and format your own case studies.

Struggling with formatting your case study? Check this case study format guide and perfect your document’s structure today.

Business Case Study Examples

A business case study examines a business’s specific challenge or goal and how it should be solved. Business case studies usually focus on several details related to the initial challenge and proposed solution. 

To help you out, here are some samples so you can create case studies that are related to businesses: 

Here are some more business case study examples:

Business Case Studies PDF

Business Case Studies Example

Typically, a business case study discovers one of your customer's stories and how you solved a problem for them. It allows your prospects to see how your solutions address their needs. 

Medical Case Study Examples

Medical case studies are an essential part of medical education. They help students to understand how to diagnose and treat patients. 

Here are some medical case study examples to help you.

Medical Case Study Example

Nursing Case Study Example

Want to understand the various types of case studies? Check out our types of case study blog to select the perfect type.

Psychology Case Study Examples 

Case studies are a great way of investigating individuals with psychological abnormalities. This is why it is a very common assignment in psychology courses. 

By examining all the aspects of your subject’s life, you discover the possible causes of exhibiting such behavior. 

For your help, here are some interesting psychology case study examples:

Psychology Case Study Example

Mental Health Case Study Example

Sales Case Study Examples

Case studies are important tools for sales teams’ performance improvement. By examining sales successes, teams can gain insights into effective strategies and create action plans to employ similar tactics.

By researching case studies of successful sales campaigns, sales teams can more accurately identify challenges and develop solutions.

Sales Case Study Example

Interview Case Study Examples

Interview case studies provide businesses with invaluable information. This data allows them to make informed decisions related to certain markets or subjects.

Interview Case Study Example

Marketing Case Study Examples

Marketing case studies are real-life stories that showcase how a business solves a problem. They typically discuss how a business achieves a goal using a specific marketing strategy or tactic.

They typically describe a challenge faced by a business, the solution implemented, and the results achieved.

This is a short sample marketing case study for you to get an idea of what an actual marketing case study looks like.

 Here are some more popular marketing studies that show how companies use case studies as a means of marketing and promotion:

“Chevrolet Discover the Unexpected” by Carol H. Williams

This case study explores Chevrolet's “ DTU Journalism Fellows ” program. The case study uses the initials “DTU” to generate interest and encourage readers to learn more. 

Multiple types of media, such as images and videos, are used to explain the challenges faced. The case study concludes with an overview of the achievements that were met.

Key points from the case study include:

• Using a well-known brand name in the title can create interest.
• Combining different media types, such as headings, images, and videos, can help engage readers and make the content more memorable.
• Providing a summary of the key achievements at the end of the case study can help readers better understand the project's impact.

“The Met” by Fantasy

“ The Met ” by Fantasy is a fictional redesign of the Metropolitan Museum of Art in New York City, created by the design studio Fantasy. The case study clearly and simply showcases the museum's website redesign.

The Met emphasizes the website’s features and interface by showcasing each section of the interface individually, allowing the readers to concentrate on the significant elements.

For those who prefer text, each feature includes an objective description. The case study also includes a “Contact Us” call-to-action at the bottom of the page, inviting visitors to contact the company.

Key points from this “The Met” include:

• Keeping the case study simple and clean can help readers focus on the most important aspects.
• Presenting the features and solutions with a visual showcase can be more effective than writing a lot of text.
• Including a clear call-to-action at the end of the case study can encourage visitors to contact the company for more information.

“Better Experiences for All” by Herman Miller

Herman Miller's minimalist approach to furniture design translates to their case study, “ Better Experiences for All ”, for a Dubai hospital. The page features a captivating video with closed-captioning and expandable text for accessibility.

The case study presents a wealth of information in a concise format, enabling users to grasp the complexities of the strategy with ease. It concludes with a client testimonial and a list of furniture items purchased from the brand.

Key points from the “Better Experiences” include:

• Make sure your case study is user-friendly by including accessibility features like closed captioning and expandable text.
• Include a list of products that were used in the project to guide potential customers.

“NetApp” by Evisort 

Evisort's case study on “ NetApp ” stands out for its informative and compelling approach. The study begins with a client-centric overview of NetApp, strategically directing attention to the client rather than the company or team involved.

The case study incorporates client quotes and explores NetApp’s challenges during COVID-19. Evisort showcases its value as a client partner by showing how its services supported NetApp through difficult times. 

• Provide an overview of the company in the client’s words, and put focus on the customer. 
• Highlight how your services can help clients during challenging times.
• Make your case study accessible by providing it in various formats.

“Red Sox Season Campaign,” by CTP Boston

The “ Red Sox Season Campaign ” showcases a perfect blend of different media, such as video, text, and images. Upon visiting the page, the video plays automatically, there are videos of Red Sox players, their images, and print ads that can be enlarged with a click.

The page features an intuitive design and invites viewers to appreciate CTP's well-rounded campaign for Boston's beloved baseball team. There’s also a CTA that prompts viewers to learn how CTP can create a similar campaign for their brand.

Some key points to take away from the “Red Sox Season Campaign”: 

• Including a variety of media such as video, images, and text can make your case study more engaging and compelling.
• Include a call-to-action at the end of your study that encourages viewers to take the next step towards becoming a customer or prospect.

“Airbnb + Zendesk” by Zendesk

The case study by Zendesk, titled “ Airbnb + Zendesk : Building a powerful solution together,” showcases a true partnership between Airbnb and Zendesk. 

The article begins with an intriguing opening statement, “Halfway around the globe is a place to stay with your name on it. At least for a weekend,” and uses stunning images of beautiful Airbnb locations to captivate readers.

Instead of solely highlighting Zendesk's product, the case study is crafted to tell a good story and highlight Airbnb's service in detail. This strategy makes the case study more authentic and relatable.

Some key points to take away from this case study are:

• Use client's offerings' images rather than just screenshots of your own product or service.
• To begin the case study, it is recommended to include a distinct CTA. For instance, Zendesk presents two alternatives, namely to initiate a trial or seek a solution.

“Influencer Marketing” by Trend and WarbyParker

The case study "Influencer Marketing" by Trend and Warby Parker highlights the potential of influencer content marketing, even when working with a limited budget. 

The “Wearing Warby” campaign involved influencers wearing Warby Parker glasses during their daily activities, providing a glimpse of the brand's products in use. 

This strategy enhanced the brand's relatability with influencers' followers. While not detailing specific tactics, the case study effectively illustrates the impact of third-person case studies in showcasing campaign results.

Key points to take away from this case study are:

• Influencer marketing can be effective even with a limited budget.
• Showcasing products being used in everyday life can make a brand more approachable and relatable.
• Third-person case studies can be useful in highlighting the success of a campaign.

Marketing Case Study Example

Marketing Case Study Template

Now that you have read multiple case study examples, hop on to our tips.

Tips to Write a Good Case Study

Here are some note-worthy tips to craft a winning case study 

• Define the purpose of the case study This will help you to focus on the most important aspects of the case. The case study objective helps to ensure that your finished product is concise and to the point.
• Choose a real-life example. One of the best ways to write a successful case study is to choose a real-life example. This will give your readers a chance to see how the concepts apply in a real-world setting.
• Keep it brief. This means that you should only include information that is directly relevant to your topic and avoid adding unnecessary details.
• Use strong evidence. To make your case study convincing, you will need to use strong evidence. This can include statistics, data from research studies, or quotes from experts in the field.
• Edit and proofread your work. Before you submit your case study, be sure to edit and proofread your work carefully. This will help to ensure that there are no errors and that your paper is clear and concise.

There you go!

We’re sure that now you have secrets to writing a great case study at your fingertips! This blog teaches the key guidelines of various case studies with samples. So grab your pen and start crafting a winning case study right away!

Having said that, we do understand that some of you might be having a hard time writing compelling case studies.

But worry not! Our expert case study writing service is here to take all your case-writing blues away! 

With 100% thorough research guaranteed, our professional essay writing service can craft an amazing case study within 6 hours! 

So why delay? Let us help you shine in the eyes of your instructor!

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MBA Case Studies - Solved Examples

Need of MBA Case Studies

Case i: chemco case.

• ChemCo is a quality leader in the U.K. car batteries market.
• Customer battery purchases in the automobile market are highly seasonal.
• The fork-lift business was added to utilize idle capacity during periods of inactivity.
• This is a low-growth industry (1% annual growth over the last two years)
• Large customers are sophisticated and buy based on price and quality. Smaller customers buy solely on price.
• There is a Spanish competitor in the market who offers low priced batteries of inferior quality.

Essential MBA GD Guide: Key Topics with Strategies Free

• Importance of Group Discussions
• Tips and Strategies to handle a GD
• Top 25 GD topics
• Free Download
• Established player in car batteries
• Losing heavily in fork-lift truck batteries
• Old fashioned owner resistance to change
• Low priced competitors
• Foreign competitors gaining market share
• Decisive Interview, GD & Essay prep
• GD: Topics 2021
• GD: Approach
• GD: Do's and Don'ts
• GD: Communications
• Solved GDs Topics

GD Introduction

• Types of GD topics: Techniques
• GD: Ettiquette
• GD: Content
• Solved Case Studies
• High quality product, but low end customers care more about price than quality
• Mismanaged product diversification in a price sensitive market
• Alternative 1: Establish an Off-Brand for the fork-lift business
• Alternative 2: Educate the customer market about product quality
• Alternative 3: Exit the fork-lift battery business
• Establishing the firm's quality image
• Increase in market share
• Increase in sales
• Cost of the product
• Protect firm's quality image in the automobile industry
• Redesigned product to reduce the cost of manufacture
• Low price to enable it to compete with Spanish producer
• Make use of the quality leadership in car batteries market
• Offer reliability testing, extended warranties etc. to promote quality image
• Set higher prices to extract surplus from these advantages
• A passive strategy, not proactive
• Recommendations: Alternative 1 is recommended in this case. Since the firm operates in an industry which has low growth, hence it can expand market share and sales only by taking the customers from other players. Hence, it needs to tackle the Spanish competitor head-on by aggressively pricing its product. At the same time, launching a low-priced product under the same brand name erodes the high quality image in the car batteries market. Hence, the best option is to go for an off-brand to target the fork-lift customers who are increasingly becoming price sensitive. This will enable the company to ward off the threat in short-term and build its position strongly in the long-term.

Case II: NAKAMURA LACQUER COMPANY

• The Nakamura Lacquer Company: The Nakamura Lacquer Company based in Kyoto, Japan was one of the many small handicraft shops making lacquerware for the daily table use of the Japanese people.
• Mr. Nakamura- the personality: In 1948, a young Mr. Nakamura took over his family business. He saw an opportunity to cater to a new market of America, i.e. GI's of the Occupation Army who had begun to buy lacquer ware as souvenirs. However, he realized that the traditional handicraft methods were inadequate. He was an innovator and introduced simple methods of processing and inspection using machines. Four years later, when the Occupation Army left in 1952, Nakamura employed several thousand men, and produced 500,000 pieces of lacquers tableware each year for the Japanese mass consumer market. The profit from operations was $250,000.
• The Brand: Nakamura named his brand “Chrysanthemum” after the national flower of Japan, which showed his patriotic fervor. The brand became Japan's best known and best selling brand, being synonymous with good quality, middle class and dependability.
• The Market: The market for lacquerware in Japan seems to have matured, with the production steady at 500,000 pieces a year. Nakamura did practically no business outside of Japan. However, early in 1960, when the American interest in Japanese products began to grow, Nakamura received two offers
• The Rose and Crown offer: The first offer was from Mr. Phil Rose, V.P Marketing at the National China Company. They were the largest manufacturer of good quality dinnerware in the U.S., with their “Rose and Crown” brand accounting for almost 30% of total sales. They were willing to give a firm order for three eyes for annual purchases of 400,000 sets of lacquer dinnerware, delivered in Japan and at 5% more than what the Japanese jobbers paid. However, Nakamura would have to forego the Chrysanthemum trademark to “Rose and Crown” and also undertaken to sell lacquer ware to anyone else the U.S. The offer promised returns of $720,000 over three years (with net returns of $83,000), but with little potential for the U.S. market on the Chrysanthemum brand beyond that period.
• The Semmelback offer: The second offer was from Mr. Walter Sammelback of Sammelback, Sammelback and Whittacker, Chicago, the largest supplier of hotel and restaurant supplies in the U.S. They perceived a U.S. market of 600,000 sets a year, expecting it to go up to 2 million in around 5 years. Since the Japanese government did not allow overseas investment, Sammelback was willing to budget $1.5 million. Although the offer implied negative returns of $467,000 over the first five years, the offer had the potential to give a $1 million profit if sales picked up as anticipated.
• Meeting the order: To meet the numbers requirement of the orders, Nakamura would either have to expand capacity or cut down on the domestic market. If he chose to expand capacity, the danger was of idle capacity in case the U.S. market did not respond. If he cut down on the domestic market, the danger was of losing out on a well-established market. Nakamura could also source part of the supply from other vendors. However, this option would not find favor with either of the American buyers since they had approached only Nakamura, realizing that he was the best person to meet the order.
• Decision problem: Whether to accept any of the two offers and if yes, which one of the two and under what terms of conditions?
• To expand into the U.S. market.
• To maintain and build upon their reputation of the “Chrysanthemum” brand
• To increase profit volumes by tapping the U.S. market and as a result, increasing scale of operations.
• To increase its share in the U.S. lacquerware market.
• Profit Maximization criterion: The most important criterion in the long run is profit maximization.
• Risk criterion: Since the demand in the U.S. market is not as much as in Japan.
• Brand identity criterion: Nakamura has painstakingly built up a brand name in Japan. It is desirable for him to compete in the U.S. market under the same brand name
• Flexibility criterion: The chosen option should offer Nakamura flexibility in maneuvering the terms and conditions to his advantage. Additionally, Nakamura should have bargaining power at the time of renewal of the contract.
• Short term returns: Nakamura should receive some returns on the investment he makes on the new offers. However, this criterion may be compromised in favor of profit maximization in the long run.?
• Reject both: React both the offers and concentrate on the domestic market
• Accept RC offer: Accept the Rose and Crown offer and supply the offer by cutting down on supplies to the domestic market or through capacity expansion or both
• Accept SSW: offer; accept the SSW offer and meet it through cutting down on supply to the domestic market or through capacity expansion or both. Negotiate term of supply.
• Reject both: This option would not meet the primary criterion of profit maximization. Further, the objective of growth would also not be met. Hence, this option is rejected.
• Accept RC offer: The RC offer would assure net returns of $283,000 over the next three yeas. It also assures regular returns of $240,000 per year. However, Nakamura would have no presence in the U.S. with its Chrysanthemum brand name The RC offer would entail capacity expansion, as it would not be possible to siphon of 275,000 pieces from the domestic market over three years without adversely affecting operations there. At the end of three years, Nakamura would have little bargaining power with RC as it would have an excess capacity of 275,000 pieces and excess labor which it would want to utilize. In this sense the offer is risky. Further, the offer is not flexible. Long-term profit maximization is uncertain in this case a condition that can be controlled in the SSW offer. Hence, this offer is rejected.
• Accept SSW offer: The SSW offer does not assure a firm order or any returns for the period of contract. Although, in its present form the offer is risky if the market in the U.S. does not pick up as expected, the offer is flexible. If Nakamura were to exhibit caution initially by supplying only 300,000 instead of the anticipated 600,000 pieces, it could siphon off the 175,000 required from the domestic market. If demand exists in the U.S., the capacity can be expanded. With this offer, risk is minimized. Further, it would be competing on its own brand name. Distribution would be taken care of and long-term profit maximization criterion would be satisfied as this option has the potential of $1 million in profits per year. At the time of renewal of the contract, Nakamura would have immense bargaining power.
• Negotiate terms of offer with SSW: The terms would be that NLC would supply 300,000 pieces in the first year. If market demand exists, NLC should expand capacity to provide the expected demand.
• Action Plan: In the first phase, NLC would supply SSW with 300,000 pieces. 125,000 of these would be obtained by utilizing excess capacity, while the remaining would be obtained from the domestic market. If the expected demand for lacquer ware exists in the U.S., NLC would expand capacity to meet the expected demand. The debt incurred would be paid off by the fifth year.
• Contingency Plan:  In case the demand is not as expected in the first year, NLC should not service the U.S. market and instead concentrate on increasing penetration in the domestic market.

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Data Analytics Case Study Guide 2024

by Sam McKay, CFA | Data Analytics

Data analytics case studies reveal how businesses harness data for informed decisions and growth.

For aspiring data professionals, mastering the case study process will enhance your skills and increase your career prospects.

So, how do you approach a case study?

Use these steps to process a data analytics case study:

Understand the Problem: Grasp the core problem or question addressed in the case study.

Collect Relevant Data: Gather data from diverse sources, ensuring accuracy and completeness.

Apply Analytical Techniques: Use appropriate methods aligned with the problem statement.

Visualize Insights: Utilize visual aids to showcase patterns and key findings.

Derive Actionable Insights: Focus on deriving meaningful actions from the analysis.

This article will give you detailed steps to navigate a case study effectively and understand how it works in real-world situations.

By the end of the article, you will be better equipped to approach a data analytics case study, strengthening your analytical prowess and practical application skills.

Let’s dive in!

Table of Contents

What is a Data Analytics Case Study?

A data analytics case study is a real or hypothetical scenario where analytics techniques are applied to solve a specific problem or explore a particular question.

It’s a practical approach that uses data analytics methods, assisting in deciphering data for meaningful insights. This structured method helps individuals or organizations make sense of data effectively.

Additionally, it’s a way to learn by doing, where there’s no single right or wrong answer in how you analyze the data.

So, what are the components of a case study?

Key Components of a Data Analytics Case Study

A data analytics case study comprises essential elements that structure the analytical journey:

Problem Context: A case study begins with a defined problem or question. It provides the context for the data analysis , setting the stage for exploration and investigation.

Data Collection and Sources: It involves gathering relevant data from various sources , ensuring data accuracy, completeness, and relevance to the problem at hand.

Analysis Techniques: Case studies employ different analytical methods, such as statistical analysis, machine learning algorithms, or visualization tools, to derive meaningful conclusions from the collected data.

Insights and Recommendations: The ultimate goal is to extract actionable insights from the analyzed data, offering recommendations or solutions that address the initial problem or question.

Now that you have a better understanding of what a data analytics case study is, let’s talk about why we need and use them.

Why Case Studies are Integral to Data Analytics

Case studies serve as invaluable tools in the realm of data analytics, offering multifaceted benefits that bolster an analyst’s proficiency and impact:

Real-Life Insights and Skill Enhancement: Examining case studies provides practical, real-life examples that expand knowledge and refine skills. These examples offer insights into diverse scenarios, aiding in a data analyst’s growth and expertise development.

Validation and Refinement of Analyses: Case studies demonstrate the effectiveness of data-driven decisions across industries, providing validation for analytical approaches. They showcase how organizations benefit from data analytics. Also, this helps in refining one’s own methodologies

Showcasing Data Impact on Business Outcomes: These studies show how data analytics directly affects business results, like increasing revenue, reducing costs, or delivering other measurable advantages. Understanding these impacts helps articulate the value of data analytics to stakeholders and decision-makers.

Learning from Successes and Failures: By exploring a case study, analysts glean insights from others’ successes and failures, acquiring new strategies and best practices. This learning experience facilitates professional growth and the adoption of innovative approaches within their own data analytics work.

Including case studies in a data analyst’s toolkit helps gain more knowledge, improve skills, and understand how data analytics affects different industries.

Using these real-life examples boosts confidence and success, guiding analysts to make better and more impactful decisions in their organizations.

But not all case studies are the same.

Let’s talk about the different types.

Types of Data Analytics Case Studies

Data analytics encompasses various approaches tailored to different analytical goals:

Exploratory Case Study: These involve delving into new datasets to uncover hidden patterns and relationships, often without a predefined hypothesis. They aim to gain insights and generate hypotheses for further investigation.

Predictive Case Study: These utilize historical data to forecast future trends, behaviors, or outcomes. By applying predictive models, they help anticipate potential scenarios or developments.

Diagnostic Case Study: This type focuses on understanding the root causes or reasons behind specific events or trends observed in the data. It digs deep into the data to provide explanations for occurrences.

Prescriptive Case Study: This case study goes beyond analytics; it provides actionable recommendations or strategies derived from the analyzed data. They guide decision-making processes by suggesting optimal courses of action based on insights gained.

Each type has a specific role in using data to find important insights, helping in decision-making, and solving problems in various situations.

Regardless of the type of case study you encounter, here are some steps to help you process them.

Roadmap to Handling a Data Analysis Case Study

Embarking on a data analytics case study requires a systematic approach, step-by-step, to derive valuable insights effectively.

Here are the steps to help you through the process:

Step 1: Understanding the Case Study Context: Immerse yourself in the intricacies of the case study. Delve into the industry context, understanding its nuances, challenges, and opportunities.

Identify the central problem or question the study aims to address. Clarify the objectives and expected outcomes, ensuring a clear understanding before diving into data analytics.

Step 2: Data Collection and Validation: Gather data from diverse sources relevant to the case study. Prioritize accuracy, completeness, and reliability during data collection. Conduct thorough validation processes to rectify inconsistencies, ensuring high-quality and trustworthy data for subsequent analysis.

Step 3: Problem Definition and Scope: Define the problem statement precisely. Articulate the objectives and limitations that shape the scope of your analysis. Identify influential variables and constraints, providing a focused framework to guide your exploration.

Step 4: Exploratory Data Analysis (EDA): Leverage exploratory techniques to gain initial insights. Visualize data distributions, patterns, and correlations, fostering a deeper understanding of the dataset. These explorations serve as a foundation for more nuanced analysis.

Step 5: Data Preprocessing and Transformation: Cleanse and preprocess the data to eliminate noise, handle missing values, and ensure consistency. Transform data formats or scales as required, preparing the dataset for further analysis.

Step 6: Data Modeling and Method Selection: Select analytical models aligning with the case study’s problem, employing statistical techniques, machine learning algorithms, or tailored predictive models.

In this phase, it’s important to develop data modeling skills. This helps create visuals of complex systems using organized data, which helps solve business problems more effectively.

Understand key data modeling concepts, utilize essential tools like SQL for database interaction, and practice building models from real-world scenarios.

Furthermore, strengthen data cleaning skills for accurate datasets, and stay updated with industry trends to ensure relevance.

Step 7: Model Evaluation and Refinement: Evaluate the performance of applied models rigorously. Iterate and refine models to enhance accuracy and reliability, ensuring alignment with the objectives and expected outcomes.

Step 8: Deriving Insights and Recommendations: Extract actionable insights from the analyzed data. Develop well-structured recommendations or solutions based on the insights uncovered, addressing the core problem or question effectively.

Step 9: Communicating Results Effectively: Present findings, insights, and recommendations clearly and concisely. Utilize visualizations and storytelling techniques to convey complex information compellingly, ensuring comprehension by stakeholders.

Step 10: Reflection and Iteration: Reflect on the entire analysis process and outcomes. Identify potential improvements and lessons learned. Embrace an iterative approach, refining methodologies for continuous enhancement and future analyses.

This step-by-step roadmap provides a structured framework for thorough and effective handling of a data analytics case study.

Now, after handling data analytics comes a crucial step; presenting the case study.

Presenting Your Data Analytics Case Study

Presenting a data analytics case study is a vital part of the process. When presenting your case study, clarity and organization are paramount.

To achieve this, follow these key steps:

Structuring Your Case Study: Start by outlining relevant and accurate main points. Ensure these points align with the problem addressed and the methodologies used in your analysis.

Crafting a Narrative with Data: Start with a brief overview of the issue, then explain your method and steps, covering data collection, cleaning, stats, and advanced modeling.

Visual Representation for Clarity: Utilize various visual aids—tables, graphs, and charts—to illustrate patterns, trends, and insights. Ensure these visuals are easy to comprehend and seamlessly support your narrative.

Highlighting Key Information: Use bullet points to emphasize essential information, maintaining clarity and allowing the audience to grasp key takeaways effortlessly. Bold key terms or phrases to draw attention and reinforce important points.

Addressing Audience Queries: Anticipate and be ready to answer audience questions regarding methods, assumptions, and results. Demonstrating a profound understanding of your analysis instills confidence in your work.

Integrity and Confidence in Delivery: Maintain a neutral tone and avoid exaggerated claims about findings. Present your case study with integrity, clarity, and confidence to ensure the audience appreciates and comprehends the significance of your work.

By organizing your presentation well, telling a clear story through your analysis, and using visuals wisely, you can effectively share your data analytics case study.

This method helps people understand better, stay engaged, and draw valuable conclusions from your work.

We hope by now, you are feeling very confident processing a case study. But with any process, there are challenges you may encounter.

Key Challenges in Data Analytics Case Studies

A data analytics case study can present various hurdles that necessitate strategic approaches for successful navigation:

Challenge 1: Data Quality and Consistency

Challenge: Inconsistent or poor-quality data can impede analysis, leading to erroneous insights and flawed conclusions.

Solution: Implement rigorous data validation processes, ensuring accuracy, completeness, and reliability. Employ data cleansing techniques to rectify inconsistencies and enhance overall data quality.

Challenge 2: Complexity and Scale of Data

Challenge: Managing vast volumes of data with diverse formats and complexities poses analytical challenges.

Solution: Utilize scalable data processing frameworks and tools capable of handling diverse data types. Implement efficient data storage and retrieval systems to manage large-scale datasets effectively.

Challenge 3: Interpretation and Contextual Understanding

Challenge: Interpreting data without contextual understanding or domain expertise can lead to misinterpretations.

Solution: Collaborate with domain experts to contextualize data and derive relevant insights. Invest in understanding the nuances of the industry or domain under analysis to ensure accurate interpretations.

Challenge 4: Privacy and Ethical Concerns

Challenge: Balancing data access for analysis while respecting privacy and ethical boundaries poses a challenge.

Solution: Implement robust data governance frameworks that prioritize data privacy and ethical considerations. Ensure compliance with regulatory standards and ethical guidelines throughout the analysis process.

Challenge 5: Resource Limitations and Time Constraints

Challenge: Limited resources and time constraints hinder comprehensive analysis and exhaustive data exploration.

Solution: Prioritize key objectives and allocate resources efficiently. Employ agile methodologies to iteratively analyze and derive insights, focusing on the most impactful aspects within the given timeframe.

Recognizing these challenges is key; it helps data analysts adopt proactive strategies to mitigate obstacles. This enhances the effectiveness and reliability of insights derived from a data analytics case study.

Now, let’s talk about the best software tools you should use when working with case studies.

Top 5 Software Tools for Case Studies

In the realm of case studies within data analytics, leveraging the right software tools is essential.

Here are some top-notch options:

Tableau : Renowned for its data visualization prowess, Tableau transforms raw data into interactive, visually compelling representations, ideal for presenting insights within a case study.

Python and R Libraries: These flexible programming languages provide many tools for handling data, doing statistics, and working with machine learning, meeting various needs in case studies.

Microsoft Excel : A staple tool for data analytics, Excel provides a user-friendly interface for basic analytics, making it useful for initial data exploration in a case study.

SQL Databases : Structured Query Language (SQL) databases assist in managing and querying large datasets, essential for organizing case study data effectively.

Statistical Software (e.g., SPSS , SAS ): Specialized statistical software enables in-depth statistical analysis, aiding in deriving precise insights from case study data.

Choosing the best mix of these tools, tailored to each case study’s needs, greatly boosts analytical abilities and results in data analytics.

Final Thoughts

Case studies in data analytics are helpful guides. They give real-world insights, improve skills, and show how data-driven decisions work.

Using case studies helps analysts learn, be creative, and make essential decisions confidently in their data work.

Check out our latest clip below to further your learning!

Frequently Asked Questions

What are the key steps to analyzing a data analytics case study.

When analyzing a case study, you should follow these steps:

Clarify the problem : Ensure you thoroughly understand the problem statement and the scope of the analysis.

Make assumptions : Define your assumptions to establish a feasible framework for analyzing the case.

Gather context : Acquire relevant information and context to support your analysis.

Analyze the data : Perform calculations, create visualizations, and conduct statistical analysis on the data.

Provide insights : Draw conclusions and develop actionable insights based on your analysis.

How can you effectively interpret results during a data scientist case study job interview?

During your next data science interview, interpret case study results succinctly and clearly. Utilize visual aids and numerical data to bolster your explanations, ensuring comprehension.

Frame the results in an audience-friendly manner, emphasizing relevance. Concentrate on deriving insights and actionable steps from the outcomes.

How do you showcase your data analyst skills in a project?

To demonstrate your skills effectively, consider these essential steps. Begin by selecting a problem that allows you to exhibit your capacity to handle real-world challenges through analysis.

Methodically document each phase, encompassing data cleaning, visualization, statistical analysis, and the interpretation of findings.

Utilize descriptive analysis techniques and effectively communicate your insights using clear visual aids and straightforward language. Ensure your project code is well-structured, with detailed comments and documentation, showcasing your proficiency in handling data in an organized manner.

Lastly, emphasize your expertise in SQL queries, programming languages, and various analytics tools throughout the project. These steps collectively highlight your competence and proficiency as a skilled data analyst, demonstrating your capabilities within the project.

Can you provide an example of a successful data analytics project using key metrics?

A prime illustration is utilizing analytics in healthcare to forecast hospital readmissions. Analysts leverage electronic health records, patient demographics, and clinical data to identify high-risk individuals.

Implementing preventive measures based on these key metrics helps curtail readmission rates, enhancing patient outcomes and cutting healthcare expenses.

This demonstrates how data analytics, driven by metrics, effectively tackles real-world challenges, yielding impactful solutions.

Why would a company invest in data analytics?

Companies invest in data analytics to gain valuable insights, enabling informed decision-making and strategic planning. This investment helps optimize operations, understand customer behavior, and stay competitive in their industry.

Ultimately, leveraging data analytics empowers companies to make smarter, data-driven choices, leading to enhanced efficiency, innovation, and growth.

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