IMPACT Case Studies
Case studies are detailed and in-depth analyses of a particular individual, group, organisation, or situation. They are widely used in various fields, including psychology, medicine, business, education, social sciences, and more. Case studies provide a comprehensive understanding of a specific phenomenon, allowing researchers to explore complex issues in real-world contexts.
How does IMPACT use case studies?
IMPACT Community Services uses case studies as a powerful tool to showcase the positive impact of their programs and services on individuals and the community. These case studies provide high-level explanations of how our organisation's support and interventions have transformed the lives of the clients. By sharing these real-life success stories, IMPACT aims to demonstrate the effectiveness and relevance of our services to various stakeholders, including potential clients, funders, partners, and the broader community.
The process of creating case studies at IMPACT involves identifying individuals or families who have benefited significantly from our programs and supports. We collect detailed information about the client's journey, challenges faced, and the support received from IMPACT's services. Data is collected through interviews, documentation, and observations to provide a comprehensive understanding of the case.
Once compiled, these case studies are presented in a compelling and engaging format, highlighting the personal struggles, achievements, and transformation experienced by the clients. They focus on the positive outcomes and demonstrate the practical impact of IMPACT's programs on individuals' lives, emphasising how our organisation's support has helped overcome obstacles and improve overall well-being.
Adult with intrusive suicidal thoughts failed by mental health services Introduction: This case study examines the experience of a distressed and suicidal adult living in a regional town who faced significant challenges in accessing timely mental health support. The individual eventually sought assistance from IMPACT Community Services. The case study highlights the barriers encountered by […]
Empowering Personal Growth and Professional Development: A Case Study of Vicki's Journey through the Employment First Aid Program Abstract: This case study presents the transformative journey of Vicki, a shop assistant facing significant personal challenges, including intellectual impairment, mental health anxiety, and navigating the child safety system. Referred to IMPACT Community Service's Employment First Aid […]
Overcoming Anxiety and Depression Through Vocational Training: A Case Study on Debbie's Transformation Abstract: This case study explores the journey of Debbie, a woman who suffered from anxiety and depression, leading to social isolation and limited opportunities. With the support of her daughter, a support worker, and her dedicated tutor, Debbie enrolled in the CHC33021 […]
Empowering Resilience and Family Stability: A Case Study of Mary's Journey through IMPACT Community Service's Positive Start Parenting Program Abstract: This case study delves into Mary's transformative journey through the Positive Start Parenting Program at IMPACT Community Service. Mary, facing homelessness, extreme domestic violence, and multiple challenges with her children's health, found hope and support […]
Empowering Career Pathways for Young Adults: A Case Study of Lachlan's Journey through the Transition to Work Program Abstract: This case study explores Lachlan's transformative journey through the Transition to Work (TtW) program after moving from New Zealand to Australia. Lachlan faced uncertainty and lack of direction regarding his future career. Through the TtW program, […]
Empowering Personal Growth and Professional Reintegration: A Case Study of Fiona's Journey through the Certificate IV in Mental Health Program Abstract: This case study explores the transformative journey of Fiona, who faced long-term agoraphobia, bipolar disorder, and borderline personality disorder. Despite her challenges, Fiona was determined to complete the face-to-face Certificate IV in Mental Health. […]
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What is Case Management in Community Services? A Deep Dive into its Transformative Power
Case management is growing in importance as a function of community services. But what is case management in community services?
Case management is a collaborative effort whereby case managers help their clients navigate the social service system . Clients may be provided with information and resources and connected with community services. Case managers also advocate for their clients and teach them how to advocate for themselves.
In this blog, we explore the importance of case management in community services, why it’s so vital to social work, the role of case managers, success stories, and more.
Table of Contents
Defining Case Management in the Context of Community Services
During times of need or crisis, social work case management services help connect impacted individuals and families to resources and services that improve their lives and well-being . Social work case management services include counseling, medical care, crisis intervention, and advocacy.
The Core Principles of Case Management
Community case management programs are designed to help health and human services, social services agencies, and other entities help people overcome challenges. Case management programs provide holistic care by combining medical, clinical, and community services.
Case management services are overseen by a case manager. These trained professionals assist and advocate for individuals and families in adherence to best practices and standards for case management and care, including those established by the National Association of Social Workers (NASW), the Council on Social Work Education (CSWE), social welfare departments, community outreach programs, mental health services, and more.
In addition to ensuring clinical care, case managers work with other professionals to assess each case, understand the client’s situation, and determine a plan of care. A case manager will also assist with behavioral health and wellness, childcare, referrals to legal support and social services, crisis intervention, and more.
Case managers are essential, high-value individuals . As impacted people await a longer-term solution, case managers act as an intermediary on their behalf, helping minimize trauma, protecting their health, safety, and wellbeing, and ensuring they have access to needed resources and support.
Distinction: Community Case Management vs. General Case Management
Community case management and general case management are terms that are often used interchangeably. While case managers in both scenarios work to improve the well-being of their clients, there are key differences between these functions.
Community case management is the discipline of coordinating the many collaborative efforts involved in helping rehabilitate a client and ensure they have access to appropriate medical, social, and community care . Case managers exhibit skills such as empathy, active listening, and tolerance. The role requires exceptional people skills, communication abilities, planning, and an in-depth understanding of the appropriate services available to each client. At the same time, case managers in community services understand relevant state and federal laws, ethics, accreditation and regulatory standards, health insurance requirements, and evidence-based care/practice guidelines.
Case managers also handle all client administration, tracking, and reporting – easing the burden on busy social workers.
General case management, on the other hand, is typically more limited in scope. A case manager in this domain may connect those in need to resources and services and guide them as they navigate the social system. They may work in hospitals, social service agencies, or community health centers.
The Synergy Between Case Management and Social Work
Case management is an important tool in social work . Social work agencies use case management to ensure clients receive services efficiently and in a coordinated manner. Case management in social work has been shown to improve client outcomes and ensure those in need achieve their goals and make positive changes in their lives.
The Role of Case Management in Social Work
Seamless coordination and communication between professionals is essential to case management.
Community case managers are skilled at building relationships with other team members and community providers. As they do so, they remove barriers to care and vital resources, such as housing, benefits assistance, financial and legal resources, child support, life skills acquisition, and more. They also educate and encourage clients to advocate for themselves as they navigate the social services system.
Another benefit of case management in a social work setting is that it reduces the cost associated with health and social care. By connecting clients with resources and services, case management reduces hospital stays, improves medication compliance, minimizes emergency room visits, shortens stays in temporary housing, and returns people to work more quickly.
Case Management in Healthcare: A Look at Community-Based Nursing
Case management is a holistic care approach that involves service integration, multidisciplinary teams, and individualized care plans. As such, there is no one-size-fits-all approach. The healthcare sector uses clinical case management to help address a patient’s medical needs and ensure the best medical care is administered – from intervention through resolution.
However, nurse case management is offered outside the confines of a healthcare facility or institutional setting. In-home care following hospital discharge is an example of a place where case management is often necessary. In addition, adults with disabilities, illnesses, or injuries who are looking to return to work may benefit from nurse case management.
Let’s take a closer look at the functions and role of case management in healthcare.
The Pillars: Main Functions of Case Management
Case management is a highly specialized practice. While there is no singular definition of case management, the profession adheres to the following guiding principles and best practices.
- Case management is designed to improve a client’s health, welfare, wellness, and autonomy. Case management achieves this through advocacy, collaboration, needs assessment, service planning, facilitation of service, monitoring, and evaluation.
- Case management is holistic, meaning it addresses end-to-end client needs, including physical and mental health, financial, legal, spiritual, and other health and human services.
- Case managers are responsible for advocating for client support systems, education, care, and quality outcomes in a supportive, timely, and empathetic manner. Their first duty is to their clients. They use person-centered, strengths-based methods to develop plans of care to meet the needs of their clients.
- Case managers are committed to maintaining their clients’ privacy, confidentiality, health, and safety. They adhere to standards and accreditations such as those established by NCMN, CSWE, and more. Case managers must also comply with laws such as the Health Insurance Portability and Accountability Act (HIPAA).
- Case managers ensure timely and accurate data entry, maintenance, and reporting. They also actively participate in meetings and client reviews with internal and partner agencies.
Exploring the 4 Types of Case Management
Community case management has four distinct delivery models. A case manager or organization can choose to use any case management model in their practice:
- Brokerage case management: This model focuses on client needs assessment, referral to appropriate community services and resources, and overseeing ongoing support. Case managers who use this model inform clients of their options and how to access them.
- Strengths-based case management: As the name suggests, this model identifies a client’s strengths and abilities and works to build on these positive characteristics to ensure independence and positive outcomes.
- Clinical case management: This model prioritizes a client’s clinical medical needs and emphasizes coordination of care with medical professionals, such as physicians, psychologists, and counselors.
- Intensive case management: Best suited for clients with complex needs, such as severe mental illness, this model delivers extensive, quality services in an expedited timeframe.
The choice of case management model depends on the context and client needs and goals. For example, a child with drug abuse issues may be better served by clinical case management or intensive case management.
Case Management in Practice: Real-World Scenarios
Case management services are essential to helping organizations, including governments, social service agencies, and employers navigate and manage complex clinical and social work cases.
Success Stories: How Effective Case Management Changes Lives
Case managers change lives every day . They don’t just resolve point issues or problems; they actively work to transform the lives of people and families in need. For example, below are four case studies that highlight how case management has been successfully integrated into community services across the United States:
Case Study: Federal Agency Provides At-risk Young Immigrants Access to Community Services
A federal agency under the Department of Homeland Security needed to establish a case management program that provided appropriate monitoring services for non-dangerous, low-flight-risk young adults. The purpose of this framework was to promote and maintain access to community services during the immigration process. This young adult population often lacks important knowledge, information, and awareness of the community services available to them, especially when there is no verification or confirmation of their safety. The program, which combined community, social work, and remote and patient care management, was designed to reduce friction with the immigration process and provide and/or facilitate referrals and access to services in the community.
Case Study: Phoenix Reaches Unhoused Citizens and Those Experiencing Mental Health Issues
A community assistance program in Phoenix, AZ, is helping address the community needs of citizens in crisis, including veterans with suicidal ideation, unhoused citizens, and those experiencing mental health problems.
Case Study: Washtenaw County, MI, Community Manager Works to Break the Cycle of Poverty and Homelessness
Clients put their trust in a local Washtenaw County community case manager to guide and provide important resources to clients such as homeless people, those with addiction issues, and people on felony probation. “A big challenge [with my clients] is not having a social security card or birth certificate. So, we help them go through that process—helping them get whatever ID they need, including their driver’s license. I help my clients find the resources they need. It helps them do the things that get them to a better place, like apply for housing or get a job.”
Read more .
Case Study: Case Managers Improve Outcomes for Maricopa County’s Senior and Adult Services Division (SASD)
SASD serves a unique and vulnerable population of seniors (age 60+ years) and adults with disabilities (age 18-59 years) in Maricopa County, AZ. To help clients remain in their homes for as long as possible, SASD case managers provide comprehensive and holistic case management services addressing all areas of a client’s life. Clients are found in homes with minimally acceptable living conditions or in room-for-rent options and are at high risk of homelessness. Finding themselves isolated, the senior population is also increasingly vulnerable to mental health issues.
Since its inception, SASD’s team of community case managers have managed even the most time-intensive and complex client needs, including:
- Providing secure, stable, permanent, and affordable housing for SASD clients facing homelessness.
- Pursuing housing options for special needs populations.
- Facilitating home environment improvement, including complicated biohazard cleanings, averting client evictions, and improving quality of life.
Answering Your Questions: FAQs on Case Management (H2)
What is community case management.
Community case management programs are designed to help governments, social services agencies, and other entities connect clients to resources and services that improve their lives and well-being.
What does a community case manager do?
Case managers help clients navigate the social services system, access medical and behavioral care, access financial and legal resources, prevent homelessness, and ensure positive outcomes.
What is the difference between case management and social work?
Social workers and case managers often have overlapping responsibilities. However, while social workers provide direct services to individuals and families, case managers act as planners and coordinators who develop care plans and connect clients to services and community resources while serving as advocates. Case managers also handle all client administration, tracking, and reporting – easing the burden on busy social workers.
What types of laws and regulations must community case managers comply with?
Community case managers must deliver services in accordance with the following laws and regulations:
• Reno vs. Flores • Trafficking Victims Protection Reauthorization Act (TVPRA) • Prison Rape Elimination Act (PREA) • HIPAA • PII/PHI laws • OSHA • Americans with Disabilities Act (ADA) • Do No Harm Act • Conflict of interest laws
And in compliance with guidelines issued by:
• CDC • American Medical Association • American Nursing Association
In addition, community case managers may be trained and/or accredited by the National Case Management Network (NCMN), the Council on Social Work (CSWE), and others.
The Future of Case Management in Community Services
Community case management is a complex field that is growing quickly . To keep pace, case managers must find efficiencies, cost savings, and more time wherever they can.
Technological Advancements and Case Management
A key challenge for community case managers is navigating the organizational and administrative aspects of their work. Social workers are needed more than ever – yet most spend more than 50% of their time doing paperwork-intensive case management tasks. Fortunately, technological advancements can streamline case management tasks, such as tracking and reporting cases, and free up case managers to spend time doing what they do best – improving the lives of their clients.
With community case management software, case managers can securely track clients, manage communication and outreach, centralize case records and documents (including client notes, plans, and treatment plans), generate custom reports, and stay on top of appointments and follow-up tasks.
Challenges and Opportunities Ahead
Case management in community services is a challenging profession. Case managers handle complex, sensitive, and upsetting issues. Stress, burnout, and turnover are common.
But case management also presents opportunities. Case managers work with diverse populations, each with unique needs and expectations. Making a positive difference in clients’ lives and driving social change for at-risk populations can be rewarding in many ways.
Indeed, the value of case managers who advocate tirelessly for their clients is becoming more and more important. The COVID-19 pandemic, economic issues, social isolation, substance use, and other crises, make now the time to invest in this important field of social work and community service.
When combined with innovative technology, case management services relieve case managers and their employers of the burden of managing complex cases – freeing them to provide much-needed services to individuals, youth, and families.
Social Work Case Management Services – Partner with Acuity International
Effective social work requires effective case management . Our agile, interdisciplinary, and responsive social work case management services can help streamline complex social work cases, ensure compliance, and improve outcomes.
Contact us to learn how our social work case management services can help you coordinate all case management activities and make a transformative lifelong impact to the lives of individuals and families in need.
Meet Our Comprehensive Case Management Services Today!
State Examples of Medicaid Community Engagement Strategies: Two Case Studies
Colorado and Virginia’s Medicaid programs provide examples of states investing in community engagement practices to advance health equity.
COVID-19 revealed inequities in health care access and outcomes, and states are increasingly acknowledging that community engagement efforts are needed to better understand the factors that drive these inequities.
Findings
This brief describes the community engagement initiatives of Virginia’s Department of Medical Assistance Services and the Colorado Department of Health Care Policy and Financing. The brief describes 16 different strategies used by the states. Most of the strategies are carried out through the states’ existing Medicaid Member Advisory Councils. Select strategies include increasing diversity of the councils, compensating council members, involving Medicaid leadership in the meetings, following up on feedback gathered from members, and evaluating the states’ work with the councils. The case studies also include tools for community engagement in the appendix.
These case studies also link to a brief, Transformational Community Engagement to Advance Health Equity , developed by the same authors, which describes strategies and tactics to move community engagement efforts from being transactional to transformational.
These case studies offer valuable process insights for state Medicaid programs, health plans, or provider systems that serve people with complex health and social needs and are seeking to create more robust community engagement initiatives to advance health equity.
Community Engagement Interventions to Improve Health Equity
Making Social Change: Case Studies of Nonprofit Service Providers
Building Movement Project developed this set of case studies as a response to numerous requests from groups looking for real-life examples of the often-challenging process of incorporating social change models into social service work. These case studies, geared toward practitioners, board members, and funders interested in this work, serve to complement two other Building Movement publications: Social Service and Social Change: A Process Guide (2006) and Tools for Social Change (2009), the latter of which provides online and offline interactive exercises and information for organizations ready to take this work to the next level. The organizations highlighted were selected not to lay out a set of best practices for all organizations but to serve as practical illustrations of how groups decide to extend their work to promote client/community voices and the challenges posed by that decision.
The five case studies in this publication offer examples of organizations that are integrating social change activities into their work. For the full report of Making Social Change: Case Studies of Nonprofit Service Providers , complete with organizational profiles, a reflection guide and additional web resources, please click the PDF link in the sidebar. See below for brief organizational summaries for individual case studies included in the full report.
Queens Community House in New York made a commitment ten years ago to find ways to return to its activist roots. The organization is dedicated to integrating constituent voices into its work despite the size and scope of its service delivery programs and the tremendous diversity of the people they serve. Read the Queens Community House case study (beginning on page 7).
Somos Mayfair started as the foundation-sponsored Mayfair Improvement Initiative in San José, CA. Now as Somos Mayfair, the organization is using a culturally based transformative approach that emphasizes popular theater, peer-to-peer case management, and community organizing. Read the Somos Mayfair case study (beginning on page 19). * Click here for an update on Somos Mayfair’s fundraising for civic engagement!
Bread for the City offers health, legal, and social services as well as food and clothing to low-income residents in Washington, D.C. They have begun an organization-wide effort to bridge services and social justice activities and to create a formal structure for advocacy. Now they are figuring out what it means for staff members to support constituent involvement. Read the Bread for the City case study (beginning on page 35).
Family & Children’s Service has drawn on their 130-year history of community advocacy and a focus on organizational values to recommit to strengthening communities and embedding client/constituent voice into their service provision in Minnesota. The organization has been particularly reinvigorated in this work by the influx of immigrants into the metropolitan area. Read the Family & Children’s Service case study (beginning on page 47) .
Moving Forward Gulf Coast emerged in response to Hurricane Katrina, providing emergency services to residents throughout the Gulf Coast region. Now the founder and executive director are moving from an emphasis on individual service to video advocacy while building deep collaborations with other groups. Read the Moving Forward Gulf Coast case study (beginning on page 61) .
Reflection Questions * Additional Web Resources
Community social work case studies
We've created a series of case studies to demonstrate what community social work is and has to offer, grounded in real-life context and experience.
We're delighted to publish two of the case studies today:
- Unaccompanied Asylum Seeking Young People
- Citadel Families Project
There is an acceptance that ‘community’ is an important cornerstone in policy documents over the last decade or more. This was evident in Changing Lives (2006) and also echoed in Christie (2011) around embedding community participation in service design and delivery.
Bringing us further up-to-date, the Ministerial Foreward in the COSLA / Scottish Government National Health and Social Care Workforce Plan: Part 2 (2017) re-enforces the same message:
the transformation of care’ through a partnership approach that focuses on empowering people to be equal partners in their care and supports decisions which enables them to participate full in social and economic life and be supported in choices about how they live their lives.
In our workplaces, we will also likely have heard of strength- and asset-based approaches, co-design, co-production, co-commissioning, community capacity building, community resilience and community empowerment. And community activism isn’t dead either! The series aims to:
- Celebrate the achievements of community social work and positive impacts
- Share good practice and learning with others
- Grow our understanding of what ‘community social work’ is and has to offer - supporting future workforce planning, practice and policy.
We'll publish more in the series over the coming weeks.
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15 Real-Life Case Study Examples & Best Practices
Written by: Oghale Olori
Case studies are more than just success stories.
They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.
It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.
To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.
Let’s dive in!
Table of Contents
What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.
- A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual.
- Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
- Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
- Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.
A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.
Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.
Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.
Every great case study is made up of key elements. They are;
- Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
- Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
- Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
- Solution: Explain how your product or service specifically addressed your customer's challenges.
- Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
- Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
- Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
- Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.
Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.
In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.
We’ve also included professionally designed case study templates to inspire you.
1. Georgia Tech Athletics Increase Season Ticket Sales by 80%
Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.
Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.
Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.
As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.
Why Does This Case Study Work?
In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.
Salesloft utilized a case study video to increase engagement and invoke human connection.
Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.
The beautiful thing is that creating videos for your case study doesn’t have to be daunting.
With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.
Simplify content creation and brand management for your team
- Collaborate on designs , mockups and wireframes with your non-design colleagues
- Lock down your branding to maintain brand consistency throughout your designs
- Why start from scratch? Save time with 1000s of professional branded templates
Sign up. It’s free.
2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot
WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.
This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.
WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.
As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.
Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.
Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.
Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.
3. Immi’s Ram Fam Helps to Drive Over $200k in Sales
Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.
This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.
As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.
The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.
While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.
Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.
Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!
4. How WOW! is Saving Nearly 79% in Time and Cost With Visme
This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo
WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.
Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.
This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.
Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.
Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.
“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!
Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.
By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.
To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”
Who wouldn't want that?
Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.
This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.
The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.
5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM
While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.
Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.
Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.
The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.
Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.
Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.
Take a look at this case study one-pager template below.
This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.
Our favorite part of this template is where the age group is visualized.
With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!
6. How Workato Converts 75% of Their Qualified Leads
Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.
At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.
As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.
This case study example utilizes the power of video testimonials to drive the impact of their product.
Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.
In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.
However, when crafting and designing your case study, you should prioritize having a good WMS.
Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.
Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.
7. Rush Order Helps Vogmask Scale-Up During a Pandemic
Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.
Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.
Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.
Rush Order chose one event where their impact mattered the most to their customer and shared that story.
While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.
The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.
Take a look at this product case study template below.
Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.
The right combination of shapes and colors adds a level of professionalism to this case study template.
8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%
With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.
Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.
Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.
Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.
This case study example showcases the power of a concise and impactful narrative.
To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.
Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.
Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.
9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics
SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.
Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.
By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.
Visme creatively incorporates testimonials In this case study example.
By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.
This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.
Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.
For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.
Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;
Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”
Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”
Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”
You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.
10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X
Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.
To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.
Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.
The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.
Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.
Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.
Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!
11. How Meliá Became One of the Most Influential Hotel Chains on Social Media
Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.
Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.
In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.
The need for a good case study design cannot be over-emphasized.
As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.
If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.
Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.
With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!
Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.
12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory
Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.
One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.
Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.
This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.
The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.
This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.
If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.
Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.
In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design. With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.
With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.
You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.
13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv
Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.
David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.
As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.
This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.
At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.
However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.
To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs. So you don’t have to type it out multiple times.
14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder
Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.
At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.
Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.
With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.
Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.
Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.
From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.
The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.
Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.
15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno
Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.
Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.
After exploring their options, Cents of Style decided on LeadDyno.
LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.
Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.
As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.
LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.
A well-placed CTA offers them a direct path to learn more and take action.
LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.
Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.
Still have more questions about case studies? Let's look at some frequently asked questions.
How to Write a Case Study?
- Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
- Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
- Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
- Craft a compelling headline: Include figures or percentages that draw attention to your case study.
- Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
- Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
- Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.
What Are the Stages of a Case Study?
The stages of a case study are;
- Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
- Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
- Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
- Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
- Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.
What Are the Advantages and Disadvantages of a Case Study?
Advantages of a case study:
- Case studies showcase a specific solution and outcome for specific customer challenges.
- It attracts potential customers with similar challenges.
- It builds trust and credibility with potential customers.
- It provides an in-depth analysis of your company’s problem-solving process.
Disadvantages of a case study:
- Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
- It relies heavily on customer cooperation and willingness to share information.
- It stands a risk of becoming outdated as industries and customer needs evolve.
What Are the Types of Case Studies?
There are 7 main types of case studies. They include;
- Illustrative case study.
- Instrumental case study.
- Intrinsic case study.
- Descriptive case study.
- Explanatory case study.
- Exploratory case study.
- Collective case study.
How Long Should a Case Study Be?
The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies
What Is the Difference Between a Case Study and an Example?
Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.
Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.
Where Can I Find Case Study Examples?
You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.
If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.
Get More Out Of Your Case Studies With Visme
Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.
Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.
There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.
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The Meridian Team works to support family members to take responsibility, stop harmful behaviours and work towards repairing relationships, and restore safety and trust within the family, where possible.
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- What Is a Case Study? | Definition, Examples & Methods
What Is a Case Study? | Definition, Examples & Methods
Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.
A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.
A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .
Table of contents
When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.
A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.
Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.
You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.
Research question | Case study |
---|---|
What are the ecological effects of wolf reintroduction? | Case study of wolf reintroduction in Yellowstone National Park |
How do populist politicians use narratives about history to gain support? | Case studies of Hungarian prime minister Viktor Orbán and US president Donald Trump |
How can teachers implement active learning strategies in mixed-level classrooms? | Case study of a local school that promotes active learning |
What are the main advantages and disadvantages of wind farms for rural communities? | Case studies of three rural wind farm development projects in different parts of the country |
How are viral marketing strategies changing the relationship between companies and consumers? | Case study of the iPhone X marketing campaign |
How do experiences of work in the gig economy differ by gender, race and age? | Case studies of Deliveroo and Uber drivers in London |
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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:
- Provide new or unexpected insights into the subject
- Challenge or complicate existing assumptions and theories
- Propose practical courses of action to resolve a problem
- Open up new directions for future research
TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.
Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.
Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.
However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.
Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.
While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:
- Exemplify a theory by showing how it explains the case under investigation
- Expand on a theory by uncovering new concepts and ideas that need to be incorporated
- Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions
To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.
There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.
Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.
The aim is to gain as thorough an understanding as possible of the case and its context.
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In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.
How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .
Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).
In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.
If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.
- Normal distribution
- Degrees of freedom
- Null hypothesis
- Discourse analysis
- Control groups
- Mixed methods research
- Non-probability sampling
- Quantitative research
- Ecological validity
Research bias
- Rosenthal effect
- Implicit bias
- Cognitive bias
- Selection bias
- Negativity bias
- Status quo bias
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Community Case Study Article Type: Criteria for Submission and Peer Review
Matthew lee smith.
1 Department of Health Promotion and Behavior, College of Public Health, The University of Georgia, Athens, GA, USA
2 Department of Health Promotion and Community Health Sciences, Texas A&M Health Science Center School of Public Health, College Station, TX, USA
Sue E. Levkoff
3 College of Social Work, University of South Carolina, Columbia, SC, USA
Marcia G. Ory
The importance of case studies in public health education and promotion.
Health programs and practices are often conceived and delivered by community-based practitioners to address specific community health education and promotion needs ( 1 ). Although, initially untested, such programs can provide important lessons for researchers and practitioners, alike. Given the growing emphasis on community-based participatory research (CBPR) approaches ( 2 ), it is especially important for researchers to build upon findings from CBPR studies, which can contribute to the development of evidence-based programs and practices for widespread dissemination ( 3 ).
While a community case study can take many forms ( 4 , 5 ), we are defining it as a description of, and reflection upon, a program or practice geared toward improving the health and functioning of a targeted population. We utilize the term “community” in contrast to “clinical” studies, but it is important to note that a community can be defined in terms of geographic boundaries as well as demographic characteristics, common settings, and/or affiliations.
Typically, a community case study documents a local experience about delivering services to meet an identified need. Community-based studies often rely on community engagement principles, which are not typically incorporated in the more traditional science-based approach to evidence-based program development (e.g., CBPR, action research, and community-engaged research). The community case study that documents early experiences can contribute to programmatic development as well as to the future development of evidence-based practice. This has been referred to as the “practice to science” approach to the development of evidence-based practices ( 6 ). The community case study can also represent activities at later development stages, for example, documenting the experience of implementing an evidence-based program or practice in a different context (e.g., different culture, different population, and different setting) from that in which it was first developed [“from science to practice” ( 6 )]. The lessons learned from such community case studies are essential for adaptation, replication, and eventual widespread dissemination and sustainability of innovations across a wide range of settings and populations.
Although case studies are a recognized form of research ( 5 ), the criteria for evaluating the quality of such efforts necessarily differs from empirical research articles where there is less attention to the local experience and context in which the intervention occurs, and more emphasis is given to the use of standardized research designs, measures, and analyses.
Key Components of a Community Case Study
Under this article type, Frontiers in Public Health Education and Promotion will accept a broad spectrum of manuscripts that describe interventions, including programs and services, which promote public health education, practice, research, and/or policy. Such public health interventions can be implemented at the behavioral, organizational, community, environmental, and/or policy level(s). Articles require a description of the nature of the problem being addressed and rationale for the proposed intervention, the context (setting and population) in which the intervention is being implemented, and sufficient detail to allow replication of key programmatic elements. Reflections about public health impact as well as what works and what does not work should be highlighted. Additionally, submissions will require a discussion section that shares practical implications, lessons learned for future applications, and acknowledgment of any conceptual or methodological constraints. Articles should not exceed 5,000 words and include a maximum of five tables/graphs. Evaluation criteria for this article type are outlined below:
We recommend that community case study article submissions address the following issues (if relevant).
- □ What is the problem? Whom does it affect?
- □ What are the gaps about what is known or done currently?
- □ What is the setting? Who are the key stakeholders? Who is the target population or participants?
- □ With whom did you work or collaborate? Are there any unique characteristics of the team who worked to implement the solution?
- □ What is the solution described by this community case study?
- □ Is this solution innovative/novel in terms of content, format, and/or delivery? If yes, why?
- □ What are the essential elements of the solution? Could this community case study be replicated? Include sufficient detail that the reader would know if replication would be feasible in his/her own context.
- □ What are the barriers and facilitators to the development, implementation, and/or dissemination of the intervention?
- □ What are the major successes of the solution? What are the promising results to date? Include data and/or evaluation results, if available.
- □ How does this improve public health education, practice, research, and/or policy? What are the broader implications of this work?
- □ Recommendations for those who want to replicate this in other settings, populations, or over time.
Criteria for Review (Template for Review Editors to Complete for Each Manuscript)
Indicate what the community case study describes (check all that apply)
- __an education effort
- __a health promotion program
- __a health promotion service
- __an environmental change taking place in the community
- __a technological change taking place in the community
- __a policy change taking place in the community
- __a community partnership
- __others. Please specify: _____________________
- __none of the above (i.e., inappropriately categorized for submission as a community case study article).
Indicate the target audience for the case study (check all that apply)
- __educators
- __community professionals
- __health-care professionals
- __lay public
- __policy makers
- __other. Please specify: _____________________
Mandatory Sections and Associated Criteria
A community case study article has the following mandatory sections: abstract, introduction, background and rationale, description of the case, methodological aspects (including targeted population and setting), discussion, and lessons learned/recommendations. Are all sections present?
- Is the abstract written in a clear and comprehensive way?
- Does the abstract reflect major conclusions articulated in the case study?
Introduction
- Does the introduction present the problem in an appropriate context?
- Other comments on introduction.
Background and Rationale
- Is the intent of the case study adequately described?
- Is a justification made for the innovation/novelty of proposed case in content, format, and/or delivery?
- Are the questions asked by the case study most essential to the success of the initiative?
- Other comments on background and rationale.
Essential Elements of the Intervention
- Is the intervention adequately described (e.g., development, previous findings if any, components, and format/design)?
- Is the intervention described in sufficient detail to understand the essential elements?
- Are the implementation procedures adequately described (e.g., how is the intervention being implemented in a particular setting, population, and/or partnerships; are any adaptations needed from prior work)?
- Are the target setting(s) and population(s) adequately described so that context for the case study is clearly understood?
- Is this a single community or multiple community study?
- Is there an overall conceptual model or framework for understanding the importance of the problem and selection of intervention elements?
- Is it clear whether the emphasis is on furthering knowledge about the process and/or outcome of the case study? If focus is on process, is there attention to key elements of implementation such as reach, reproducibility, scalability, or sustainability? If on outcomes, are the metrics of success (outcome indicators) clearly articulated?
- Is the generalizability of findings/lessons learned addressed?
- Other comments on methods.
- Are findings/lessons learned accurately reported from data presented?
- Is the level of detail of the results appropriate (too much, too little, or about right)?
- Is any essential information missing?
- Other comments on results.
- Are the reported findings/lessons learned summarized briefly and described within the context of what is currently known about the public health issue(s) or problem(s) being addressed?
- Does the article conclude with practical recommendations for others who might replicate this intervention/program (or similar interventions/programs)?
- Does the article conclude with applied recommendations for those in the field who might deliver this intervention/program (or similar interventions/programs) in their communities/settings?
- Does the case study contribute concrete recommendations for delivering and/or improving the intervention for future applications (directed toward educators, researchers, or practitioners, as appropriate)?
- Does the article address any conceptual or methodological limitations for future implementation, dissemination, and sustainability?
- Other comments on discussion.
- Are the conclusions justified?
- Overall, does the article contribute to building evidence-based practice and/or policy?
- Is prior work, if any, properly and fully cited?
Article Length
- A case study article should not exceed 5,000 words. Should any part of the article be shortened? If yes, please specify which part should be shortened.
- A case study article should not include more than five tables/figures. If there are more tables/figures included, please specify if you believe tables can be combined, condensed, or eliminated.
Language and Grammar
- Are the language and grammar correct?
- Should the paper be sent to an expert in English language and scientific writing?
Other Comments
- Please add any further comments you have regarding this manuscript.
Reviewer Ratings
- Significance of issue being addressed by the case study: scored out of a maximum of 10 points
- Description of essential elements of the case study: scored out of a maximum of 10 points
- Appropriateness of the context (population and setting) in addressing the public health issue/problem described in the case study: scored out of a maximum of 10 points
- Sufficient conceptual and methodological detail describing why and how the intervention was implemented: scored out of a maximum of 10 points
- Reflections on what worked and did not work in the design, implementation, and/or dissemination of the program: scored out of a maximum of 10 points
- Quality of the writing: scored out of a maximum of 10 points
- Quality of the figure(s) and table(s): scored out of a maximum of 10 points
- Significance of the findings/lessons learned: scored out of a maximum of 10 points
Author Contributions
All authors were integral in formulating and drafting the manuscript and associated criteria.
Conflict of Interest Statement
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
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