case study on software

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16 case study examples (+ 3 templates to make your own)

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

2. Taylor Guitars and Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

3. EndeavourX and Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

4. ActiveCampaign and Zapier

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

5. Ironclad and OpenAI

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

6. Shopify and GitHub

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . Audible and Contentful

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

8 . Zoom and Asana

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . Hickies and Mailchimp

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. NVIDIA and Workday

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

11. KFC and Contentful

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. Intuit and Twilio

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

13. Spotify and Salesforce

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

Takeaway: Invest in videos that capture and promote your partnership with your case study subject. Video content plays a promotional role that extends beyond the case study in social media and marketing initiatives .

14. Benchling and Airtable

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

15. Chipotle and Hubble

The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

16. Hudl and Zapier

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The Zapier format provides nuggets of high-level insights, milestones, and achievements, as well as the challenge, solution, and results. My favorite part of this case study is how it's supplemented with a blog post detailing how Hudl uses Zapier automation to build a seamless user experience.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Writing a good case study comes down to a mix of creativity, branding, and the capacity to invest in the project. With those details in mind, here are some case study tips to follow:

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

In fact, with the right technology, it can be refined to work better . Explore how Zapier's automation features can help drive results for your case study by making your case study a part of a developed workflow that creates a user journey through your website, your case studies, and into the pipeline.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

Related reading:

How Hudl uses automation to create a seamless user experience

How to make your case studies high-stakes—and why it matters

How experts write case studies that convert, not bore

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Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

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Case Studies

This page provides an overview of the various case studies available from Scrum.org. These case studies demonstrate successful transforming organizations, uses of Scrum, Nexus, Evidence-Based Management and more. Read them to understand where people and teams have struggled and how they have overcome their struggles.

Organizational and Cultural Transformation

Scaling scrum, successfully implementing scrum, scrum outside of software.

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Software development case studies​

We love to show off examples of web and mobile applications that we’ve developed for our clients. In addition to betting projects (in which we specialize), here you will also find applications from the financial, healthcare, IoT industries and additionally, some solutions for startups. Remember that not all of the software development case studies that we’ve completed are available on this page, some of them are confidential. We encourage you to contact us if you have questions.

All software development case studies

Below you will find all of our case studies. For a better navigation experience, use the filters by dividing them into industries, the scope of work, or the platform. Projects we have carried out in the past are still being developed. We put a lot of work into them and we are very proud of what we do. We’d love to speak with you, so please contact us if you have questions about these projects. If you want to implement your own idea, CrustLab is the partner to help you do it!

CrazyBet – Crypto Casino with Custom Frontend & Social Features

Delve into the genesis of a standalone crypto casino platform infused with immersive gaming aspects and vibrant social interactions.

BETFAN – Sportsbook Web & Mobile UI

Innovative sportsbook UI that transforms betting on web and mobile platforms into an exceptional experience. Delivered for one of the top legal bookmakers in Poland.

Slot Games Aggregator

Industry-acclaimed one-stop software for online casino operators, now expanded with even more attractive gaming options.

White-label Casino Apps for a Global Audience

Uncover the intricacies of cutting-edge custom casino mobile apps. Confronting considerable technical challenges, rigorous timelines, and strict regulatory constraints, we redefined industry standards.

White-label Mobile Sportsbook Apps

The genesis of custom mobile sportsbook apps reshaping the US and Canadian iGaming landscape through customization and cross-state functionality.

STAY STRONG – A Next-level App Elevating Tennis Club Engagement

Discover how Fame Sport Club, a VIP-centric tennis and badminton hub in Krakow, harnessed cutting-edge technology to elevate player experiences and boost profitability.

AI-boosted Flutter mobile app supporting soccer clubs in training young soccer players

Cross-platform Flutter mobile app created for professional soccer clubs. AI-boosted Duolingo for young adepts of soccer and a complete back office for professional coaches.

BetMakers – the next generation online betting platform

Creation of a next generation multi-tenant Horse Racing betting system hosted by one of the biggest players in the betting industry.

TMS Brokers – Online currency exchange office

Expansion of an online currency exchange office’s functionalities including dedicated panels for users, administrators, and traders.

PelviFly – Healthcare cross-platform mobile app development

Creation of a cross-platform mobile app for end-users and a custom web application for coaches and administrators. The system introduces the gaming experience into a professional medical treatment to start training pelvic floor muscles for women of all ages.

Offender tracking system – an AI-supported IoT application for Public Safety

Development of the personal unit tracking system and native mobile applications to supervise and monitor their activity.

Leeroy – A White-label Restaurant Management App

The transformation of a groundbreaking all-in-one platform designed to streamline restaurant management across Scandinavia.

Case study – fixed pool betting system

Improvements and refreshments to a fixed-pool betting system. Fixed performance bottlenecks, implemented several new technical solutions and custom features, improved the user experience, and added more business conversion points to the web application.

DreamPicks – Online sports betting platform MVP design

Complete design project of the MVP version for an online sports betting platform intended for the US market.

Zowie – a mobile chat widget SDK

Creation of the SDK for a mobile chat widget for Android, iOS, and Flutter.

SoyDigi – business management as a service web app MVP

Creation of the web app MVP version of a business as a service application for a Polish-Columbian startup in the early stages of growth.

Pick24 – social betting mobile apps development

Development of social betting iOS and Android mobile applications for simulated gambling.

WorkInn – Web application and recruitment marketplace for the HoReCa industry

A web application from the event and catering industry that connects event organizers and employees such as cooks, waiters, bartenders, and more.

Smooth Remote – An AWS-based web remote job board

An extended AWS-based web remote job board with an admin panel, Content Management System, and payment integrations.

The Central House of Technology – Content Management System development

Development of a Content Management System to manage the knowledge base and integration with the cdt.pl web portal.

Solver e-learning platform

Creation of an e-learning platform that targets two types of users: providers who offer services and audiences who want to learn.

ICEO – Android widget application

Development of Android widget application which allows the user to follow the cryptocurrency rates in real-time.

BLNK – design of iOS mobile application

An iOS mobile application supporting the maintenance of healthy eyesight.

Pretta – A new level of project management

An iOS application designed to optimize project management processes.

Trusted by leading brands

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CrustLab consistently adds value to our organization in many ways. We’ve received very positively feedback on the system CrustLab has delivered. Our customers regard it as an excellent product. Our experience working with them has far exceeded those of other vendors.

The team provided professional services that added value to the core functions of the business. They were fast and felt like our internal IT department, working during the night when we were deploying important features. That was fantastic, and I’m happy they’ve worked with me.

CrustLab’s implementation of our solutions has almost doubled our revenues. All aspects of cooperation were very good. I felt that we were treated as very important clients because we received a very high standard of service. The team delivered the results at the time and budget.

We finished an MVP in 3 weeks. It was very valuable that CrustLab was able to evaluate the feasibility of our solution and estimated the effort and cost that was required to request the funding. CrustLab can be a business partner in addition to an excellent software development agency.

CrustLab successfully delivered a product that was able to maintain its performance despite some sudden surges in the site’s traffic. Thanks to their experience and ability to predict problems, we found solutions and built the project on time.

We take advantage of CrustLab’s experience in the field of payments, new functionalities, and user-friendly design. The development process itself ran smoothly and according to plan. It was important for us to complete the project on time, so I cannot imagine a better partner for this project.

We hired CrustLab to introduce several modifications to improve one of the Pocco Finance apps and integrate it with the new version of the SDK. The project was completed on time and in line with the planned budget. I strongly recommend CrustLab as a software partner.

This team is hungry, sharp, “on it” and very customer-focused. I had no idea that I could find such great help from the other side of the world – especially a firm that could understand our product requirements even though I’m not a tech product manager.

We are really satisfied with the cooperation with CrustLab. Very good technical skillset, good communication, and work done on time! After creating a customizable widget, we entrusted them with redefine of another application, and the results are splendid.

Our cooperation with CrustLab concerned body leasing. They offered us highly skilled and experienced Android developers. I am fully satisfied with the ease of contact, the speed of completing the formalities, but most of all of the man they recommended to us.

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• Case studies

How to write effective case studies for your software product

Case studies are one of the best ways to communicate product value to potential customers.

A well-done case study:

• Creates trust (recommendations from third parties are always more reliable than what the company itself claims)
• Provides social proof —in a situation where a potential customer isn’t sure what to do, they assume that others around them have more knowledge
• Gives more information about the product—you can’t fit everything onto your features page
• Creates a sense of “I can relate to this”, if the case study is for a company in the same space
• Allows you to target your marketing better towards much narrower customer groups, meaning a much more personalized experience

However, good case studies take time and commitment. You can’t just put together a case study based on any customer, in any format, and at any time.

Here are some tips for effective case studies that you can use for targeting, marketing communications, customer success, search optimization, and more.

Create niche studies for separate target groups

Even if your business has one specific main target group, it still probably has different verticals of customers under it. At the very least, you definitely have various strong use cases for your product.

For example—if your main target group is SMBs, you still have:

• SMBs that do retail
• SMBs that do online sales
• SMBs that do software

…and so on.

The effectiveness of case studies comes largely from the relatability aspect of them.

Imagine doing research for a software solution you need. If you immediately see a case study for another company with a use case nearly identical to yours, you will:

• Get a lot of extra information without having to reach out to the company
• Be immediately assured that the product is suitable for your specific use case

And, on the flip side, if you’re doing research and the available case studies are wildly different from what you need, it might be a red flag for you.

This means that the most effective case studies are the ones that are the most heavily tailored for your most desired target group(s).

There’s no point in doing a case study for edge case customers who you aren’t actively pursuing.

Try to figure out all the different main use cases that exist within your ideal customer target group, and build case studies for all (or most) of them.

This way, you can build the most in-depth rapport with your ideal customers. It’s great ammo for effective success/sales processes, and saves you time on tailoring communication on the spot.

Choose your case study candidates wisely

Besides making sure you have a good range of different case studies, it’s also important to be picky about who the selected ones are.

You obviously value all of your customers. However, some of them are definitely more useful than others when it comes to communicating your value.

After you have picked the target groups you’d like case studies for, make sure you pick customers who:

• Use the product often and have used it recently. This guarantees that they’re up to date with any new features you have, the current design, recent changes, etc. Having an outdated opinion isn’t very useful.
• Have seen solid results from using your product. Oftentimes, the customers who have been most impressed with your product will let you know about it by reaching out. Make a list of these people as soon as you communicate with them, for easy reaching out later.
• Are truly enthusiastic about your product—again, these people usually reach out and express their joy.
• Are at least relatively well-known in their space (if possible).

Whereas most users are efficient at being your customers, they might not be efficient at communicating your product value to the outside world.

Pick and choose the people who are most qualified, excited, able, and constructive, and you’ll be able to create the most informative and valuable case studies.

Focus on value first

Case studies communicate nothing if the only message is “yes, this product is “good””.

It’s important that your case studies focus on the value your product has offered a customer—and therefore can offer to others, too.

For example, Canny’s case studies consist of three parts—challenge, solution, and results.

Here’s what that looks like in the case study for ReadMe , one of our customers:

The challenge describes what the company was struggling with before they chose Canny.

The solution explains how Canny solved the issue they were having before.

The results highlight the real value the customer has seen from using Canny.

The most important thing here is, again, focusing on value. Value is what customers are signing up for and handing their money over to you for.

The more you can emphasize that in your case studies, the better. Ideally, you would be able to show clear ROI with actual numbers—e.g “increased conversions by x”.

It’s a simple principle of social proof—“If another company like mine is getting value from this product, so can I”.

Pay attention to formatting and design

Case studies are an excellent source of information, but they need to be easy to digest.

With the abundance of information already available for any product out there, nobody has time to read through pages of text walls in addition.

Try to format your studies in an easy-to-consume way:

• As with any piece of content, use headings and bulleted lists to break up text
• The three-step solution we mentioned above is a good start for sectioning your proof
• Use as many easy-to-understand visuals as possible

A few additional tips

Since case studies are mostly meant for creating a feeling of recognition, add the company’s “profile” in an easy to spot place.

This way, people browsing the studies will know if they’re in a similar position as the highlighted company, even if they haven’t heard of it before.

Make the most important things stand out for quick browsing. If someone is just glancing over the page, they’ll be drawn to the highlights of the case study.

This includes strong statements, direct quotes that make a point, and any other value “evidence” one-liners straight from the customer.

Add plenty of CTA’s—your case study pages should still be built for conversion.

Give your potential customers easy access to start a trial or use the product if they decide to.

Spend some time and effort on creating impactful case studies

As much as you would like to get some social proof out there ASAP, waiting a little and putting effort into case studies is worth it.

Mediocre studies on not-so-ideal customers aren’t going to be detailed or useful enough, nor provide the proof of value you’re looking for.

Focus on planning for and discussing your target audiences, providing a variety of cases, and optimizing design and copy.

You’ll have proof of value out there for everyone to see, and save some time for yourself and your potential customers.

Elen Veenpere

Marketer at Canny. Elen enjoys drinking unnecessary amounts of coffee, typing words, and filling out marketing spreadsheets.

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Awesome post! Keep up the great work! 🙂

Thanks for the heads up on the benefit of product case studies.

Last Updated on May 14, 2023

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Case studies and examples of real-world software projects

Real-world software projects can be complex and require a great deal of thought and consideration. They involve a host of stakeholders, from software engineers to project managers, and it’s important that they are well-planned and executed in order to ensure the best possible outcomes. The case studies and examples of real-world software projects found in this blog post will provide readers with a valuable insight into the world of software engineering, demonstrating the potential of software engineering in the real world and the challenges that come with it. We will take a closer look at successful projects and examine their features, outlining the steps taken to ensure that success is achieved.  IT Training Institute In Chinchwad, Pune will also take an in-depth look at unsuccessful projects and explore the reasons for their failure, highlighting the lessons that can be learned from them. Through a combination of research, analysis and real-world examples, this post will help readers to gain a better understanding of software engineering projects and the processes involved in their development.

Exploring the impact of using agile methodology for software development

In recent years, agile methodology has become increasingly popular for software development. It is a project management approach that puts the focus on responding to changes quickly, working collaboratively, and continuously improving. Agile methodology is attractive to many software projects because it promotes communication, flexibility, and rapid progress. To better understand the impact of using the agile methodology, it is helpful to study actual case studies and examples of software projects that have implemented it. This can provide valuable insights into how the methodology can be used to successfully manage software development projects.

Analyzing the success of open-source projects

Analyzing the success of open-source projects is one of the most interesting and important aspects of software development. Open-source projects involve a significant amount of collaboration between developers, and studying their successes can provide valuable insight into how to best organize and motivate teams. Additionally, open-source projects provide a unique opportunity to observe how different coding techniques and strategies lead to different outcomes. By studying the successes of open-source projects, developers can gain invaluable insight into how to best approach their own software projects.

Examining the use of DevOps in software engineering

Examining the use of DevOps in software engineering is an important topic for any software developer to understand. DevOps is a methodology that combines the development and operations sides of software engineering into one unified process. It involves collaboration between development and operations staff in order to streamline the software development process. DevOps enables organizations to achieve faster delivery of software while also increasing product quality and reliability. By leveraging the DevOps philosophy, organizations can better plan, develop, and deploy their software projects, resulting in greater success.

Investigating the importance of scalability in software applications

As organizations grow, their software requirements must also be able to scale with them. For this reason, organizations need to prioritize scalability when planning and developing software applications. Scalability is the ability of a system to handle a growing amount of work in a relatively efficient manner. A system that is not scalable can quickly become overwhelmed and lead to costly delays and technical issues. Investigating the scalability of different software applications is a key part of the software development process and should be taken into account when selecting a software application for an organization.

Assessing the importance of user testing and feedback

User testing and feedback are essential for successful software projects. Good user testing and feedback can provide key insights on user experience, usability, and design issues that can help shape the overall direction of a project. It can also help identify problems in the software before it is released, saving time and money in the long run. Additionally, user testing and feedback is an invaluable tool for understanding the needs of a target audience and how they interact with a product. By providing a platform for user testing and feedback, software development teams can better understand the strengths and weaknesses of their products and make informed decisions on how to improve them.

Evaluating the impact of cloud computing on software projects

When evaluating the impact of cloud computing on software projects, there are several key factors to consider. Cloud computing provides advantages such as scalability and cost savings, but it also has some drawbacks. The cloud can increase the complexity of software projects, and the reliability of cloud services can be uncertain. Furthermore, there may be security issues associated with the cloud that must be taken into account. It is important to understand the potential impact of cloud computing on the success of a software project before investing in cloud services.

 Examining the use of AI and machine learning in software

In this case study, we examine the use of artificial intelligence and machine learning in software. AI and machine learning have become pervasive in modern software applications, from automated customer support systems to self-driving cars. We explore how these technologies are being used in real-world software projects, discuss the potential benefits, and provide examples of successful applications. From natural language processing to computer vision, AI and machine learning are transforming how software is developed, maintained, and used. By taking advantage of these powerful tools, businesses can improve the accuracy and efficiency of their software and gain a competitive advantage in the market.

Investigating the benefits of software as a service (SaaS)

Investigating the benefits of software as a service (SaaS) is an important part of any software-related project. SaaS refers to software that is hosted online and accessed through a web browser, rather than installed on an individual computer. This allows SaaS to be available on a global scale, with no geographic restrictions, and to be accessed from any device with an internet connection. Additionally, SaaS offers unique advantages such as scalability, cost-effectiveness, and flexibility, all of which are essential for successful software projects. Careful consideration of the potential benefits of SaaS must be taken into account when planning any software development project in order to ensure the best possible outcome.

In conclusion, real-world software projects can be a great source of inspiration and learning. By studying case studies and examples of successful projects, you can gain valuable insight into the development process and how to optimize your own projects. Additionally, these examples can serve as a reminder that software development is a complex process, and that success requires hard work, dedication, and collaboration between teams.

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• 22 Mar 2024
• Research & Ideas

Open Source Software: The $9 Trillion Resource Companies Take for Granted

Many companies build their businesses on open source software, code that would cost firms $8.8 trillion to create from scratch if it weren't freely available. Research by Frank Nagle and colleagues puts a value on an economic necessity that will require investment to meet demand.

• 04 Apr 2022

Tech Hubs: How Software Brought Talent and Prosperity to New Cities

Software invention spurred the rapid ascent of six American tech hubs, helping them draw talent from even larger cities. Will the rise of remote work shake the status quo? Research by William Kerr. Open for comment; 0 Comments.

• 19 Jul 2020
• Working Paper Summaries

Open Source Software and Global Entrepreneurship

Does more activity in open source software development lead to increased entrepreneurial activity and, if so, how much, and in what direction? This study measures how participation on the GitHub open source platform affects the founding of new ventures globally.

• 22 Jun 2020

Iterative Coordination and Innovation

Do Agile methodologies promote innovation? Results of a field experiment with Google show that increasing the frequency and goal orientation of stand-up meetings reinforces integration and value but reduces specialization and novelty in outcomes.

• 21 Apr 2020

7 Successful Battle Strategies to Beat COVID-19

The Agile methodology used to speed complex software development is also helpful for managing decision-making in today's crisis environment, says Euvin Naidoo. Open for comment; 0 Comments.

• 24 Feb 2020

The Hidden Vulnerabilities of Open Source Software

The increasing use of open source software in most commercial apps has revolutionized software development—but also created hidden vulnerabilities, say Frank Nagle and Jenny Hoffman. Open for comment; 0 Comments.

• 28 Aug 2019

Who Drives Digital Innovation? Evidence from the US Medical Device Industry

Major industries are undergoing a digital transformation, in which key aspects of new product development are migrating to a software-driven context. In the medical device industry, experience matters, as does the geographic clustering of new product development, which gives advantages to both new entrants and incumbent firms.

• 22 Apr 2019

Government Technology Policy, Social Value, and National Competitiveness

This study examines the impact of a French law requiring government agencies to favor open source software (OSS) over proprietary software in technology procurement processes. Results suggest a cost-effective policy lever that countries can use to both create global social value and increase their own national competitiveness.

• 05 Sep 2018

The Hidden Benefit of Giving Back to Open Source Software

Firms that allow their software programmers to "give back" to the open source community on company time gain benefits—even though competitors might benefit too, says Frank Nagle. Open for comment; 0 Comments.

• 05 Jul 2017

Designing an Agile Software Portfolio Architecture: The Impact of Coupling on Performance

This study deepens our understanding of how firms can better design software portfolio architectures to improve their agility. The authors examined data from over 1,000 different software applications and 3,000 dependencies between them. They found that indirect measures of coupling and dependency have more power in predicting IT agility than direct measures.

• 09 Mar 2017

Exploring the Relationship Between Architecture Coupling and Software Vulnerabilities: A Google Chrome Case

Managing software vulnerabilities is a top issue in today’s society. By studying the Google Chrome codebase, the authors explore software metrics including architecture coupling measures in relation to software vulnerabilities. This paper adds new findings to research on software metrics and vulnerabilities, bringing the field closer to generalizable and conclusive results.

• 20 Jan 2016

Maybe Uber isn't God's Gift to Mankind

Benjamin G. Edelman discusses the potential negative effects of transportation network companies in the so-called sharing economy. Open for comment; 0 Comments.

• 01 Oct 2015

Efficiencies and Regulatory Shortcuts: How Should We Regulate Companies like Airbnb and Uber?

With the rise of service technology platforms such as Uber, a new regulatory approach is needed providing more flexibility that ensures service providers, users and third parties are adequately protected.

• 09 Apr 2014

Visualizing and Measuring Software Portfolio Architectures: A Flexibility Analysis

Contemporary business environments are constantly evolving, requiring continual changes to the software applications that support a business. Moreover, during recent decades, the sheer number of applications has grown significantly, and they have become increasingly interdependent. Many companies find that managing applications and implementing changes to their application portfolio architecture is increasingly difficult and expensive. Firms need a way to visualize and analyze the modularity of their software portfolio architectures and the degree of coupling between components. In this paper, the authors test a method for visualizing and measuring software portfolio architectures using data of a biopharmaceutical firm's enterprise architecture. The authors also use the measures to predict the costs of architectural change. Findings show, first, that the biopharmaceutical firm's enterprise architecture can be classified as core-periphery. This means that 1) there is one cyclic group (the "Core") of components that is substantially larger than the second largest cyclic group, and 2) this group comprises a substantial portion of the entire architecture. In addition, the classification of applications in the architecture (as being in the Core or the Periphery) is significantly correlated with architectural flexibility. In this case the architecture has a propagation cost of 23 percent, meaning almost one-quarter of the system may be affected when a change is made to a randomly selected component. Overall, results suggest that the hidden structure method can reveal new facts about an enterprise architecture. This method can aid the analysis of change costs at the software application portfolio level. Key concepts include: This method for architectural visualization could provide valuable input when planning architectural change projects (in terms of, for example, risk analysis and resource planning). The method reveals a "hidden" core-periphery structure, uncovering new facts about the architecture that could not be gained from other visualization procedures or standard metrics. Compared to other measures of complexity, coupling, and modularity, this method considers not only the direct dependencies between components but also the indirect dependencies. These indirect dependencies provide important input for management decisions. Closed for comment; 0 Comments.

• 11 Jan 2010

Mixing Open Source and Proprietary Software Strategies

Open source and proprietary software development used to be competing strategies. Now software firms are experimenting with strategies that mix the two models. Researcher Gaston Llanes discusses recent research into these "mixed source" strategies. Key concepts include: Software companies are taking a "best of both worlds" approach by creating products that use a combination of OS and proprietary software code. The researchers wanted to get a clearer sense of when a profit-maximizing firm should adopt a mixed-source business model and what that model might look like under different circumstances. Results indicate recurring patterns and strategies that managers can take into consideration when setting strategy. Closed for comment; 0 Comments.

• 25 Sep 2006

How Software Platforms Revolutionize Business

Cell phones, the Game Boy, and PCs are examples of products based upon software platforms—ecosystems where independent companies can provide products and services tied to the core technology. Playing in a software platform world can make you rich—ask ringtone creators—but it also demands special management skills that emphasize cooperation over competition. Professor Andrei Hagiu discusses his new book, Invisible Engines. Key concepts include: Software platforms have improved productivity and innovation in many industries, disrupted or destroyed others, and created entirely new businesses. Software platforms are powerful engines of change because of the malleability of code and of the fundamental functions they perform, which make it easy for them to march across industry boundaries; and because their multi-sided nature allows them to spawn vibrant ecosystems of complementors. Managing software platforms is about much more than creating technology. It takes skills in navigating cooperation and competition, building creative business models, and anticipating competition across industries. Closed for comment; 0 Comments.

• 30 Apr 2001

Why Evolutionary Software Development Works

What is the best way to develop software? HBS professor Alan MacCormack discusses recent research proving the theory that the best approach is evolutionary. In this article from MIT Sloan Management Review, MacCormack and colleagues Marco Iansiti and Roberto Verganti uncover four practices that lead to successful Internet software development. Closed for comment; 0 Comments.

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Agile Software Development Life Cycle: Case Study

Learn more about our agile software development life cycle from our Mitsubishi case study.

Any software development project, either big or small, requires a great deal of planning and steps that divide the entire development process into several smaller tasks that can be assigned to specific people, completed, measured, and evaluated. Agile Software Development Life Cycle (SDLC), is the process for doing exactly that – planning, developing, testing, and deploying information systems. The benefit of agile SDLC is that project managers can omit, split, or mix certain steps depending on the project’s scope while maintaining the efficiency of the development process and the integrity of the development life cycle. 

Today, we are going to examine a software development life cycle case study from one of Intersog’s previous projects to show how agility plays a crucial role in the successful delivery of the final product. Several years back, we worked with Mitsubishi Motors helping one of the world’s leading automotive manufacturers to develop a new supply chain management system. With the large scope of the project, its complex features, and many stakeholders relying on the outcomes of the project, we had to employ an agile approach to ensure a secure software development life cycle.

Business Requirements

Mitsubishi Motors involves many stakeholders and suppliers around the world, which makes its supply chain rather complex and data-heavy. That is why timely improvements are crucial for the proper functioning of this huge system and a corporation as a whole. Over the years of functioning, the old supply chain has been accumulating some noticeable frictions that resulted in the efficiency bottlenecks, and Intersog offered came ups with just the right set of solutions to make sufficient solutions that would help Mitsubishi ensure a coherent line of communication and cooperation with all the involved suppliers.

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Previously, Mitsubishi used an outdated supply chain management system that involved a large number of spreadsheets that required a lot of manual input. Considering a large number of stakeholders, the problem of synchronization has been a pressing one as well – different stakeholders would input the data at different speeds and at different times of day, which created a degree of confusion among suppliers. Though the system has been sufficient for a long time, the time has come to eliminate all the redundancies and streamline data input. 

The legacy system has been partially automated and ran on the IBM AS400 server, which allows for impressive flexibility, but it no longer sufficed for Mitsubishi’s growing needs. The main requirement, thus, was to create a robust online supply chain solution that would encompass the entire logistics process starting with auto parts and steel suppliers and ending with subcontractors and car dealerships around the world. That being said, Mitsubishi did not want to completely change the system, they opted for overhaul, and we came up with the idea of an integrated web application that was meant to function in conjunction with a DB2 base that was already used on the IBM AS400 server. 

IT Architecture and Agile SDLC

Mitsubishi employs a series of guidelines and rules on how to build, modify, and acquire new IT resources, which is why Intersog had to be truly agile to adapt to the client’s long-established IT architecture. Adapting to the requirements of the client, and especially to the strict regulations of the IT architecture of large corporations like Mitsubishi requires knowledge, flexibility, and strong industry expertise. Each software development company has its own architecture standards and frameworks for building new systems but many face difficulties when working with the existing systems and modifying them to the new requirements.

Intersog has no such problems. We approached Mitsubishi’s case with strong industry expertise and flexibility to account for all the client’s needs and specifications of the existing system. Obviously, following the client’s architecture regulations requires a profound understanding of said regulations, which is why information gathering is an integral phase of the software development life cycle.

Requirements Gathering

The requirements gathering phase can take anywhere from just a couple of days to several weeks. Working with complex and multi-layered legacy systems like the one used by Mitsubishi requires serious analysis and information gathering. In the case of Mitsubishi, our dedicated team had to gain a clear understanding of how the legacy system functions, create new software specifications, map out the development process, gather and create all the necessary documentation, track all the issues related to the functioning of the legacy system, outline the necessary solutions, and allocate all the resources to achieve the project’s goals in the most efficient manner. 

Working on the Mitsubishi project, our team has been gathering all the required information for up to 4 weeks. This included a profound examination of the legacy system, mapping out all of its flaws and specifications, bridging the gaps between the current state of the system and the requirements of the client, and outlining the development process. 

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The design stage includes all the integral decisions regarding the software architecture, its makeover, the tech frameworks that would be used in the system’s rework. During this stage, developers discuss the coding guidelines, the tools, practices, and runtimes that will help the team meet the client’s requirements. Working with large corporations like Mitsubishi, a custom software development team has to work closely with the company’s own developers to better understand the specifics of the architecture and create a design that reflects all the requirements. 

After all the requirements are gathered, we initiated the design stage based on all of the client’s specifications and came up with a number of solutions that matched Mitsubishi’s specs:

• Convenient data model meant to optimize data duplication;
• Permission system that differentiated the users by their access levels;
• Appealing user interface mockup to improve the comfortability of user-system interaction;
• Integration with the legacy RPG system;
• Notifications for the partners to keep them up with the important activities.

This set of essential solutions has been discussed and approved in the course of the design stage that lasted for 2 months. During this stage, Intersog and Mitsubishi development teams worked closely to come up with the solutions that matched the client’s requirements to the tee. Proper functioning of the supply chain is vital for the entire corporation, which is why it was critical to do everything flawlessly. 2 months might seem like quite a timeline, but for this case study on software development life cycle, it was not that long considering how complex Mitsubishi’s legacy system was. 

Solution Development

After approving the solution design, the team can move to develop those solutions. That’s the core of the entire project, a stage at which the teams meet the goals and achieve the outcomes set during previous stages. The success of the development stage depends heavily on how good a job the teams did during the design stage – if everything was designed with laser precision, the team can expect few if any, surprises during the development stage. 

What happens during the development stage is the teams coding their way towards the final product based on decisions that have been made earlier. With Mitsubishi, we followed the guidelines we came up with earlier and implemented a set of essential solutions:

• We built a convenient data model that minimizes the risk of human error by reducing redundant and repetitive data entry and duplication. 
• Improved Mitsubishi’s security system to differentiate the users by their level of access and give them the respective level of control over the data.
• Added the notifications for the users so that they could react to the relevant changes faster.
• Designed an appealing and comfortable user interface using the AJAX framework to make the user-system interaction more comfortable and time-efficient. 
• Deployed the platform running on the IBM AS400 server with the integration of DB2 databases.
• Integrated the existing RPG software into the new system.
• Migrated the existing spreadsheets and all the essential data into the new system.

All of these solutions took us 6 months to implement, which is rather fast for a project of such scale. Such a time-efficiency was possible only thanks to the huge amount of work we’ve done throughout the research and design stages. The lesson to learn from these software development life cycle phases for the example case study is that the speed of development would depend heavily on how well you prepare. 

Depending on the scale of the project, you might be looking at different timelines for the development stage. Small scale projects can be finished in a matter of weeks while some of the most complicated solutions might take more than a year to finish. In the case of the Mitsubishi project, it was essential for the client to get things done faster. Rushing things up is never a good idea, but you can always cut your development timeline by doing all the preparation work properly and having a clear understanding of what needs to be done and in which order.

Quality Assurance                   

Quality assurance is as vital for your project’s success as any other stage; this is where you test your code, assess the quality of solutions, and make sure everything runs smoothly and according to plan. Testing helps you identify all the bugs and defects in your code and eliminate those in a timely manner. Here at Intersog, we prefer testing our software on a regular basis throughout the development process. This approach helps us to identify the issues on the go and fix them before they snowball into serious problems. 

That’s it, quality assurance is a set of procedures aimed at eliminating bugs and optimizing the functioning of the software solutions. Here at Intersog, we run both manual and automated tests so that we can be truly sure of the quality of solutions we develop for our clients. With Mitsubishi, we ran tests throughout the development process and after the development stage was over. It took us an additional month to test all the solutions we’ve developed, after which we were ready for the implementation stage.

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Integration and Support

Following the testing, and once we are sure all the solutions work flawlessly, the development team gets to the implementation stage. Also known as the integration stage, this is where we integrate the new solution into the client’s pre-existing ecosystem. Basically, you are putting new gears into a complex mechanism that has been functioning for many years, and it is essential to make sure all of those gears fit perfectly. 

With such a complex system as the one employed by Mitsubishi and a vast amount of accumulated data, our developers had to be incredibly precise not to lose anything. We are talking about surgical precision because Mitsubishi’s suppliers amassed thousands upon thousands of spreadsheets full of critical data on supplies, material and product deliveries, accounting data, and more. All of that had to be carefully integrated with the new automated solution. 

After 2 months, the solutions have been fully integrated with Mitsubishi’s existing ecosystem. Intersog usually backs the clients up by offering support and maintenance services to ensure flawless functioning of the system over time, but this time, our client was fully capable of maintaining the new system on their own. As said, Mitsubishi has its own development team that is able to take care of the system maintenance, so that our cooperation was finished after the integration stage. 

Final Thoughts and Outtakes

A software development life cycle depends on many factors that are unique for each company. In the case of Mitsubishi, we’ve managed to get things done in just under a year, which is rather fast for a project of such an immense scale. Different projects have different life cycles, and it depends on the scale, the client’s ability to explain their needs, and the development team’s ability to understand those needs, gather all the necessary information, design the appropriate set of solutions, develop said solutions, ensure their quality, and implement them fast.

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3 Successful ERP Implementation Case Studies

What do a maker of grooming products for men, a fast-growing moving business and a specialized shipping logistics provider have in common? All three had intractable challenges that were addressed by an enterprise resource planning (ERP) system.

In all cases, their journeys started with ERP implementations. Once up and running, these disparate companies got the results they needed: more sales without adding new employees, faster and more accurate payroll processing and the ability to deliver tens of thousands of orders per day without delays or errors, respectively.

What Is an ERP Implementation?

An ERP implementation is the process of installing enterprise resource planning (ERP) software, and then making sure your team is making the most of the technology. The process includes three main phases:

• Installing onsite software and/or contracting with a SaaS provider. Often, companies seek help from the vendor or an implementation partner specializing in ERP, the vertical industry or specialized use cases.
• Migrating data from your previous system or systems into the new ERP.
• Training the finance team to use the new software. That process may include knowledge transfer from employees who previously used the system or formal education from your implementation partner.

The success rate ERP implementations is improving thanks to a focus on user experience, specifically simpler interfaces, more configuration flexibility, mobile functionality and increased automation. In fact, IDC’s 2021 SaaSPath Survey showed that "ease of use" is the most important vendor selection criteria for those purchasing finance applications.

Best practices to ensure success include organizing a strong implementation team of leaders from all areas of your company, from sales to accounting to operations. Ask them: What problems would we like this new system to resolve?

When choosing the ERP, it’s important to ensure it can easily integrate with other financial systems, and those of your key partners, and that you can be up and running in a reasonable timeframe, preferably 90 days or less. Finally, make sure your finance policies and procedures are aligned to make the most of the new system.

Key Takeaways

An ERP implementation is a process: ERP vendors and reviewers alike recommend carefully evaluating ERP vendors and/or partners before beginning, as well as taking things one step at a time, setting expectations with realistic planning timeframes and a comprehensive checklist mapped to your company’s goals for the system.

Let’s look at three companies that found success with their ERP implementation projects, and their key lessons learned.

ERP Case Study #1: Fulton & Roark

Fulton & Roark , a retailer of men’s grooming products, is an example of a successful ERP implementation.

Prior to upgrading to full-featured ERP, the North Carolina-based business tracked its inventory in a spreadsheet and its financial data in desktop accounting software, Sage Live. When the company began doubling sales year-over-year, leadership felt its current processes weren’t keeping up. Spreadsheets couldn’t account for changing inventory costs, and the accounting software didn’t have the workflows necessary to record the cost of goods sold (COGS) , an important financial metric.

As a result, the Fulton & Roark team did double data entry — manually.

To centralize all work in one place, the company’s co-founders implemented NetSuite ERP . After a three-week implementation process, changes were immediate, according to team members. Finally, the Fulton & Roark team was able to:

• Catch and correct bookkeeping mistakes related to inventory.
• Stop working with external accountants, growing both unit and dollar volumes significantly with no extra headcount.
• Increase sales roughly 50% year-over-year without increasing headcount.
• Get a more accurate picture of margins and inventory, which helped grow its ecommerce operation.
• ERP implementations don’t have to drag on — Fulton & Roark’s team was up and working in about 20 days.
• The company’s story also emphasizes a major success factor: Getting management committed to an ERP project. In this case, the co-founders initiated the project, which consultants say often spurs employee adoption.

ERP Case Study #2: N&N Moving Supplies

N&N Moving Supplies, a family-run distributor of moving equipment and supplies, successfully implemented an ERP system after expanding from one location in Georgia to three locations in multiple states and more than quadrupling its workforce.

Running on QuickBooks and a third-party payroll provider, it was nearly impossible to keep accurate time records and reconcile payroll with general ledger accounts. So, N&N turned to ERP to manage its accounting and payroll processes. During the implementation process for NetSuite ERP, N&N worked with a NetSuite partner, NOVAtime, to add a time-clock solution to the main system.

With this in place, N&N was able to:

• Reduce payroll processing time by 84%.
• Balance accounts faster.
• Improve the accuracy of hours and vacation time counts.
• See labor-cost trends across its three locations.
• Give employees access to personalized ERP dashboards on iPads at each of its sites.
• N&N’s case study nods to another major implementation success factor: managing employee morale. ERP projects often fail when execs and other employees don’t feel a sense of buy-in. By providing personalized dashboards — and ideally explaining their benefits to employees before the implementation — N&N avoided this pitfall.
• The case study also shows that a third-party partner can be helpful in tailoring the ERP system to precisely fit your company’s needs.

ERP Case Study #3: Green Rabbit

Once upon a time, two friends launched a candy wholesale business. Then, they ran into a problem: shipping melt-prone chocolate bars during summer months. After the pals designed a heat-sensitive supply chain, other food companies turned to them for help. The duo rebranded as Green Rabbit, a supply chain logistics provider specializing in fast delivery of perishable goods.

That shift in strategy tested the company’s current processes, which relied on QuickBooks, Excel and email. Green Rabbit’s multiple databases couldn’t communicate with one another, making real-time data analysis impossible. The warehouse was often waiting on help from the IT team, too.

Green Rabbit chose NetSuite ERP, and the NetSuite professional services team got the company up and running on the system in three months.

Green Rabbit now:

• Helps customers ship candy, snacks and more across the country in 24 hours from one of three different warehouses, without inventory errors.
• Delivers tens of thousands of orders per day, without delays.
• Gets guaranteed error-free data from its ERP system, instead of risking errors from manually entered data.
• Could triple its order volume, if desired, without impact to its systems.
• When implemented correctly, ERP makes it easier to manage a complicated supply chain, as Green Rabbit’s case study shows.
• ERP is pivotal to growth. Green Rabbit implemented ERP after it grew substantially and because it anticipated further expansion.

Many growing companies like those profiled here ask: “What is the business case for ERP?”

Besides the takeaways from our case studies, it boils down to agility. When finance teams stop peering at dozens of spreadsheets and paper records, they can get strategic. By helping executive and business colleagues visualize data, growing firms can forecast future trends and adapt quickly to beat competitors.

ERP Success Factors

ERP systems can revolutionize businesses and ease their paths to growth, but successful applications of them share some common traits. The first is employee adoption and morale, which requires encouraging buy-in by presenting the ERP in a way in which it will directly benefit the end users. Providing dashboards and solutions tailored to each business makes this easier to do — and tagging in a third-party partner to help with a tailored implementation is an effective way to accomplish this. Also important is planning and executing the implementation efficiently , while having realistic expectations for the timeline.

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What Are the Challenges of ERP?

Implementing an ERP can mean overcoming obstacles. Two of the most commonly cited ERP challenges are:

Choosing the right vendor. Obviously, choosing an ERP system that doesn’t fit your company’s needs will likely result in a failed implementation. Many advisers recommend evaluating around five vendors before choosing which ERP to purchase.

Companies should choose a vendor that has experience with your company’s vertical, type (product or service) and size; can provide a hands-on demo; understands the tax laws and regulations that apply to your business; and is sure to be in business in five years.

• Getting employees to support the change. As mentioned, teams may resist the transition to ERP if you don’t show them why the new system will be helpful to them. Explain how ERP will make each team’s everyday tasks easier before the implementation begins and ensure plenty of time for training during the process.

Why Do ERP Implementations Fail?

ERP implementations can fail without proper risk management. In other words, leaders need to anticipate what might derail the project, then plan.

In one often-cited case, for example, a multinational distributor’s implementation epically failed, resulting in major shipping delays and lost sales. It turns out the company had operational issues before the implementation even began, as it had just acquired another company and was having trouble integrating the new subsidiary’s operations into its own. Company leadership should have managed that risk by identifying and fixing those operational issues before the ERP implementation began.

ERP implementation is a process. It requires lots of planning to ensure success. However, your company isn’t the first to go through it. Consider case studies of successful implementations, choose the right partner and your business will enjoy the benefits of the system, quickly.

If you’re considering an ERP implementation, schedule a consultation with NetSuite .

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Enterprise resources planning (ERP) solutions are designed to support an organization in just about every aspect of business operations by centralizing data and through automation. These platforms control internal…

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How to write a case study — examples, templates, and tools

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

• Celebrate the customer and make them — not a product or service — the star of the story.
• Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
• Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
• Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
• Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

• Switch from one product or service to another while naming competitors that missed the mark.
• Experience measurable results that are relatable to others in a specific industry.
• Represent well-known brands and recognizable names that are likely to compel action.
• Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

• An engaging headline
• A subject and customer introduction
• The unique challenge or challenges the customer faced
• The solution the customer used to solve the problem
• The results achieved
• Data and statistics to back up claims of success
• A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

• Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
• Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
• Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
• Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
• Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
• Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

• Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
• Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
• Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
• Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
• Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
• Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

• Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
• Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
• Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
• Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

• Think about a few goals you’d like to accomplish with your content.
• Make a list of successful clients that would be strong candidates for a case study.
• Reach out to the client to get their approval and conduct an interview.
• Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

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Computer-aided software engineering (CASE) is the implementation of computer-facilitated tools and methods in software development. CASE is used to ensure high-quality and defect-free software. CASE ensures a check-pointed and disciplined approach and helps designers, developers, testers, managers, and others to see the project milestones during development. 

CASE can also help as a warehouse for documents related to projects, like business plans, requirements, and design specifications. One of the major advantages of using CASE is the delivery of the final product, which is more likely to meet real-world requirements as it ensures that customers remain part of the process. 

CASE illustrates a wide set of labor-saving tools that are used in software development. It generates a framework for organizing projects and to be helpful in enhancing productivity. There was more interest in the concept of CASE tools years ago, but less so today, as the tools have morphed into different functions, often in reaction to software developer needs. The concept of CASE also received a heavy dose of criticism after its release. 

What is CASE Tools?

The essential idea of CASE tools is that in-built programs can help to analyze developing systems in order to enhance quality and provide better outcomes. Throughout the 1990, CASE tool became part of the software lexicon, and big companies like IBM were using these kinds of tools to help create software. 

Various tools are incorporated in CASE and are called CASE tools, which are used to support different stages and milestones in a software development life cycle. 

Types of CASE Tools:

• Diagramming Tools:  It helps in diagrammatic and graphical representations of the data and system processes. It represents system elements, control flow and data flow among different software components and system structures in a pictorial form. For example, Flow Chart Maker tool for making state-of-the-art flowcharts.  
• Computer Display and Report Generators:  These help in understanding the data requirements and the relationships involved. 
• (i) Accept 360, Accompa, CaseComplete for requirement analysis. 
• (ii) Visible Analyst for total analysis.   
• Central Repository:  It provides a single point of storage for data diagrams, reports, and documents related to project management.
• Documentation Generators:  It helps in generating user and technical documentation as per standards. It creates documents for technical users and end users.  For example, Doxygen, DrExplain, Adobe RoboHelp for documentation.  
• Code Generators:  It aids in the auto-generation of code, including definitions, with the help of designs, documents, and diagrams.
• Tools for Requirement Management: It makes gathering, evaluating, and managing software needs easier.
• Tools for Analysis and Design : It offers instruments for modelling system architecture and behaviour, which helps throughout the analysis and design stages of software development.
• Tools for Database Management: It facilitates database construction, design, and administration.
• Tools for Documentation: It makes the process of creating, organizing, and maintaining project documentation easier.

Advantages of the CASE approach: 

• Improved Documentation: Comprehensive documentation creation and maintenance is made easier by CASE tools. Since automatically generated documentation is usually more accurate and up to date, there are fewer opportunities for errors and misunderstandings brought on by out-of-current material.
• Reusing Components: Reusable component creation and maintenance are frequently facilitated by CASE tools. This encourages a development approach that is modular and component-based, enabling teams to shorten development times and reuse tested solutions.
• Quicker Cycles of Development: Development cycles take less time when certain jobs, such testing and code generation, are automated. This may result in software solutions being delivered more quickly, meeting deadlines and keeping up with changing business requirements.
• Improved Results : Code generation, documentation, and testing are just a few of the time-consuming, repetitive operations that CASE tools perform. Due to this automation, engineers are able to concentrate on more intricate and imaginative facets of software development, which boosts output.
• Achieving uniformity and standardization:  Coding conventions, documentation formats and design patterns are just a few of the areas of software development where CASE tools enforce uniformity and standards. This guarantees consistent and maintainable software development.

Disadvantages of the CASE approach: 

• Cost: Using a case tool is very costly. Most firms engaged in software development on a small scale do not invest in CASE tools because they think that the benefit of CASE is justifiable only in the development of large systems.
• Learning Curve: In most cases, programmers’ productivity may fall in the initial phase of implementation, because users need time to learn the technology. Many consultants offer training and on-site services that can be important to accelerate the learning curve and to the development and use of the CASE tools.
• Tool Mix: It is important to build an appropriate selection tool mix to urge cost advantage CASE integration and data integration across all platforms is extremely important.

Conclusion:

In today’s software development world, computer-aided software engineering is a vital tool that enables teams to produce high-quality software quickly and cooperatively. CASE tools will probably become more and more essential as technology develops in order to satisfy the demands of complicated software development projects.

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Agile Case Studies: Examples Across Various Industires

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Agile methodologies have gained significant popularity in project management and product development. Various industries have successfully applied Agile principles , showcasing experiences, challenges, and benefits. Case studies demonstrate Agile's versatility in software development, manufacturing, and service sectors. These real-world examples offer practical insights into Agile implementation, challenges faced, and strategies to overcome them. Agile case studies provide valuable inspiration for implementing these methodologies in any project, regardless of the organization's size or industry.

Who Uses Agile Methodology?

Agile methodology is used by a wide variety of organizations, including:

• Software development companies use Agile to improve collaboration, increase flexibility, and deliver high-quality software incrementally.
• IT departments use agile to manage and execute projects efficiently, respond to changing requirements, and deliver value to stakeholders in a timely manner.
• Startups use agile to quickly adapt to market changes and iterate on product development based on customer feedback.
• Marketing and advertising agencies use agile to enhance campaign management, creative development, and customer engagement strategies.
• Product development teams use agile to iterate, test, and refine their designs and manufacturing processes.
• Project management teams use agile to enhance project execution , facilitate collaboration, and manage complex projects with changing requirements.
• Retail companies use agile to develop new marketing campaigns and improve their website and e-commerce platform.

Agile Case Study Examples

1. moving towards agile: managing loxon solutions.

Following is an Agile case study in banking :

Loxon Solutions, a Hungarian technology startup in the banking software industry, faced several challenges in its journey towards becoming an agile organization. As the company experienced rapid growth, it struggled with its hiring strategy, organizational development, and successful implementation of agile practices. 

How was it solved:

Loxon Solutions implemented a structured recruitment process with targeted job postings and rigorous interviews to attract skilled candidates. They restructured the company into cross-functional teams, promoting better collaboration. Agile management training and coaching were provided to all employees, with online courses playing a crucial role. Agile teams with trained Scrum Masters and Product Owners were established, and agile ceremonies like daily stand-ups were introduced to enhance collaboration and transparency.

2. Contributions of Entrepreneurial Orientation in the Use of Agile Methods in Project Management

This Agile project management case study aims to analyze the degree of contribution of entrepreneurial orientation (EO) in the use of agile methods (AM) in project management. The study focuses on understanding how EO influences the adoption and effectiveness of agile methods within organizations. Through a detailed case study, we explore the relationship between entrepreneurial orientation and Agile methods, shedding light on the impact of entrepreneurial behaviors on project management practices.

A technology consulting firm faced multiple challenges in project management efficiency and responsiveness to changing client requirements. This specific problem was identified because of the limited use of Agile methods in project management, which hindered the company's ability to adapt quickly and deliver optimal outcomes.

Entrepreneurial orientation (EO) is a multidimensional construct that describes the extent to which an organization engages in entrepreneurial behaviors. The technology firm acknowledged the significance of entrepreneurial orientation in promoting agility and innovation in project management. 

The five dimensions of Entreprenurial orientation were applied across the organization.

• Cultivating Innovativeness: The technology consulting firm encouraged a culture of innovativeness and proactiveness, urging project teams to think creatively, identify opportunities, and take proactive measures. 
• Proactiveness: Employees were empowered to generate new ideas, challenge traditional approaches, and explore alternative solutions to project challenges. This helped them to stay ahead of the competition and to deliver the best possible results for their customers.
• Encouraging Risk-Taking: The organization promoted a supportive environment that encouraged calculated risk-taking and autonomy among project teams. Employees were given the freedom to make decisions and take ownership of their projects, fostering a sense of responsibility and accountability.
• Autonomy: Agile teams were given the autonomy to make decisions and take risks. This helped them to be more innovative and to deliver better results.
• Nurturing Competitive Aggressiveness: The technology firm instilled a competitive aggressiveness in project teams, motivating them to strive for excellence and deliver superior results.

3. Improving Team Performance and Engagement

How do you ensure your team performs efficiently without compromising on quality? Agile is a way of working that focuses on value to the customer and continuous improvement. Integrating Agile in your work will not only make the team efficient but will also ensure quality work. Below is a case study that finds how agile practices can help teams perform better.

The problem addressed in this case study is the need to understand the relationship between the Agile way of working and improving team performance and engagement. We see that teams often face challenges in their daily work. It could be a slow turnover due to bad time management, compromised quality due to lack of resources, or in general lack of collaboration. In the case study below, we will understand how adopting agile practices makes teams work collaboratively, improve quality and have a customer-focused approach to work.

How it was Solved:

A number of factors mediated the relationship between agile working and team performance and engagement. 

• Create a culture of trust and transparency. Agile teams need to be able to trust each other and share information openly. This will help to create a sense of collaboration and ownership. This in turn can lead to increased performance and engagement. 
• Foster communication and collaboration. Effective communication within the team and with stakeholders helps everyone be on the same page.
• Empower team members. Agile teams need to be empowered to make decisions and to take risks. 
• Provide regular feedback. Team members need to receive regular feedback on their performance. This helps them to identify areas where they need improvement. 
• Celebrate successes. By celebrating successes, both big and small, team members are motivated. This in turn creates a positive work environment. 
• Provide training and development opportunities. help the team to stay up to date on the latest trends and to improve their skills. 
• Encourage continuous improvement: Promoting a culture of continuous improvement helps the team to stay ahead of the competition and to deliver better results for their customers. 

It was concluded that agile ways of working can have a positive impact on employee engagement and team performance. Teams that used agile methods were more likely to report high levels of performance and engagement.

4. $65 Million Electric Utility Project Completed Ahead of Schedule and Under Budget

Xcel Energy faced a significant challenge in meeting the Reliability Need required by the Southwest Power Pool in New Mexico. The company had committed to constructing a new 34-mile, 345-kilovolt transmission line within a strict budget of $65 million and a specific timeline. Additionally, the project had to adhere to Bureau of Land Management (BLM) environmental requirements. These constraints posed a challenge to Xcel Energy in terms of project management and resource allocation.

A PM Solutions consultant with project management and utility industry experience was deployed to Xcel Energy.

The PM Solutions consultant deployed to Xcel adapted to the organization's structure and processes, integrating into the Project Management functional organization. He utilized years of project management and utility industry experience to provide valuable insights and guidance.

• Collaborative and social skills were used to address roadblocks and mitigate risks.
• Focused on identifying and addressing roadblocks and risks to ensure timely project delivery.
• Vendor, design, and construction meetings were organized to facilitate communication and collaboration.
• Monitored and expedited long-lead equipment deliveries to maintain project schedule.
• Design and Construction milestones and commitments were closely monitored through field visits.
• Actively tracked estimates, actual costs, and change orders to control project budget .
• Assisted functional areas in meeting their commitments and resolving challenges.

The project was completed eleven days ahead of schedule and approximately $4 million under budget. The management team recognized the project as a success since it went as planned, meeting all technical and quality requirements. 

5. Lean product development and agile project management in the construction industry

The construction industry, specifically during the design stage, has not widely embraced Lean Project Delivery (LPD) and Agile Project Management (APM) practices. This limited adoption delays the industry's progress in enhancing efficiency, productivity, and collaboration in design.

• Integrated project delivery and collaborative contracts: Collaborative contracts were implemented to incentivize teamwork and shared project goals, effectively breaking down silos and fostering a collaborative culture within the organization.
• Lean principles in design processes: Incorporating Lean principles into design processes was encouraged to promote lean thinking and identify non-value-adding activities, bottlenecks, and process inefficiencies. 
• Agile methodologies and cross-functional teams: Agile methodologies and cross-functional teams were adopted to facilitate iterative and adaptive design processes. 
• Digital tools and technologies: The organization embraced digital tools and technologies, such as collaborative project management software , Building Information Modeling (BIM), and cloud-based platforms. 
• A culture of innovation and learning: A culture of innovation and learning was promoted through training and workshops on Lean Project Delivery (LPD) and Agile Project Management (APM) methodologies. Incorporating Agile management training, such as KnowledgeHut Agile Training online , further enhanced the team's ability to implement LPD and APM effectively. 
• Clear project goals and metrics: Clear project goals and key performance indicators (KPIs) were established, aligning with LPD and APM principles. Regular monitoring and measurement of progress against these metrics helped identify areas for improvement and drive accountability.
• Industry best practices and case studies: industry best practices and case studies were explored, and guidance was sought from experts to gain valuable insights into effective strategies and techniques for implementation.

6. Ambidexterity in Agile Software Development (ASD) Projects

An organization in the software development industry aims to enhance their understanding of the tensions between exploitation (continuity) and exploration (change) within Agile software development (ASD) project teams. They seek to identify and implement ambidextrous strategies to effectively balance these two aspects.

How it was solved:

• Recognizing tensions: Teams were encouraged to understand and acknowledge the inherent tensions between exploitation and exploration in Agile projects.
• Fostering a culture of ambidexterity: The organization created a culture that values both stability and innovation, emphasizing the importance of balancing the two.
• Balancing resource allocation: Resources were allocated between exploitation and exploration activities, ensuring a fair distribution to support both aspects effectively.
• Supporting knowledge sharing : Team members were encouraged to share their expertise and lessons learned from both exploitation and exploration, fostering a culture of continuous learning.
• Promoting cross-functional collaboration: Collaboration between team members involved in both aspects was facilitated, allowing for cross-pollination of ideas and insights.
• Establishing feedback mechanisms: Feedback loops were implemented to evaluate the impact of exploitation and exploration efforts, enabling teams to make data-driven decisions and improvements.
• Developing flexible processes: Agile practices that supported both stability and innovation, such as iterative development and adaptive planning, were adopted to ensure flexibility and responsiveness.
• Providing leadership support: Leaders promoted and provided necessary resources for the adoption of agile practices, demonstrating their commitment to ambidexterity.
• Encouraging experimentation: An environment that encouraged risk-taking and the exploration of new ideas was fostered, allowing teams to innovate and try new approaches.
• Continuous improvement: Regular assessments and adaptations of agile practices were conducted based on feedback and evolving project needs, enabling teams to continuously improve their ambidextrous strategies.

7. Problem and Solutions for PM Governance Combined with Agile Tools in Financial Services Programs

Problem: The consumer finance company faced challenges due to changing state and federal regulatory compliance requirements, resulting in the need to reinvent their custom-built storefront and home office systems. The IT and PMO teams were not equipped to handle the complexities of developing new systems, leading to schedule overruns, turnover of staff and technologies, and the need to restart projects multiple times.

How it was Solved: 

To address these challenges, the company implemented several solutions with the help of PM Solutions:

• Back to Basics Approach: A senior-level program manager was brought in to conduct a full project review and establish stakeholder ownership and project governance. This helped refocus the teams on the project's objectives and establish a clear direction.
• Agile Techniques and Sprints: The company gradually introduced agile techniques, starting with a series of sprints to develop "proof of concept" components of the system. Agile methodologies allowed for more flexibility and quicker iterations, enabling faster progress.
• Expanded Use of JIRA: The company utilized Atlassian's JIRA system, which was already in place for operational maintenance, to support the new development project. PM Solutions expanded the use of JIRA by creating workflows and tools specifically tailored to the agile approach, improving timeliness and success rates for delivered work.
• Kanban Approach: A Kanban approach was introduced to help pace the work and track deliveries. This visual management technique enabled project management to monitor progress, manage workloads effectively, and report updates to stakeholders.
• Organizational Change Management: PM Solutions assisted the company in developing an organizational change management system. This system emphasized early management review of requirements and authorizations before work was assigned. By involving company leadership in prioritization and resource utilization decisions, the workload for the IT department was reduced, and focus was placed on essential tasks and priorities.

8. Insurance Company Cuts Cycle Time by 20% and Saves Nearly $5 Million Using Agile Project Management Practices

In this Agile Scrum case study, the insurance company successfully implemented Agile Scrum methodology for their software development projects , resulting in significant improvements in project delivery and overall team performance.

The insurance company faced challenges with long project cycles, slow decision-making processes, and lack of flexibility in adapting to changing customer demands. These issues resulted in higher costs, delayed project deliveries, and lower customer satisfaction levels.

• Implementation of Agile Practices: To address these challenges, the company decided to transition from traditional project management approaches to Agile methodologies. The key steps in implementing Agile practices were as follows:
• Executive Sponsorship: The company's leadership recognized the need for change and provided full support for the Agile transformation initiative. They appointed Agile champions and empowered them to drive the adoption of Agile practices across the organization.
• Training and Skill Development: Agile training programs were conducted to equip employees with the necessary knowledge and skills. Training covered various Agile frameworks, such as Scrum and Kanban, and focused on enhancing collaboration, adaptive planning, and iterative development.
• Agile Team Formation: Cross-functional Agile teams were formed, consisting of individuals with diverse skill sets necessary to deliver projects end-to-end. These teams were self-organizing and empowered to make decisions, fostering a sense of ownership and accountability.
• Agile Project Management Tools: The company implemented Agile project management tools and platforms to facilitate communication, collaboration, and transparency. These tools enabled real-time tracking of project progress, backlog management, and seamless coordination among team members.

9. Agile and Generic Work Values of British vs Indian IT Workers

Problem: 

In this Agile transformation case study, the problem identified is the lack of effective communication and alignment within an IT firm unit during the transformation towards an agile work culture. The employees from different cultural backgrounds had different perceptions and understanding of what it means to be agile, leading to clashes in behaviors and limited team communication. This situation undermined morale, trust, and the sense of working well together.

The study suggests that the cultural background of IT employees and managers, influenced by different national values and norms, can impact the adoption and interpretation of agile work values.

• Leadership: Leaders role-modeled the full agile mindset, along with cross-cultural skills. They demonstrated teamwork, justice, equality, transparency, end-user orientation, helpful leadership, and effective communication . 
• Culture: Managers recognized and appreciated the cultural diversity within the organization. Cultural awareness and sensitivity training were provided to help employees and managers understand and appreciate the diverse cultural backgrounds within the organization.
• Agile values : The importance of agile work values was emphasized, including shared responsibility, continuous learning and improvement, self-organizing teamwork, fast fact-based decision-making, empowered employees, and embracing change. Managers actively promoted and reinforced these values in their leading and coaching efforts to cultivate an agile mindset among employees.
• Transformation: A shift was made from a centralized accountability model to a culture of shared responsibility. Participation in planning work projects was encouraged, and employees were empowered to choose their own tasks within the context of the team's objectives.
• Roadmap: An agile transformation roadmap was developed and implemented, covering specific actions and milestones to accelerate the adoption of agile ways of working. 
• Senior management received necessary support, training, and additional management consultancy to drive the agile transformation effectively.

Benefits of Case Studies for Professionals

Case studies provide several benefits for professionals in various fields: 

• Real-world Application: Agile methodology examples and case studies offer insights into real-life situations, allowing professionals to see how theoretical concepts and principles are applied in practice.
• Learning from Success and Failure: Agile transformation case studies often present both successful and failed projects or initiatives. By examining these cases, professionals can learn from the successes and avoid the mistakes made in the failures.
• Problem-solving and Decision-making Skills: Case studies present complex problems or challenges that professionals need to analyze and solve. By working through these cases, professionals develop critical thinking, problem-solving, and decision-making skills. 
• Building Expertise: By studying cases that are relevant to their area of expertise, professionals can enhance their knowledge and become subject matter experts. 
• Professional Development: Analyzing and discussing case studies with peers or mentors promotes professional development.
• Practical Application of Concepts: Teams can test their understanding of concepts, methodologies, and best practices by analyzing and proposing solutions for the challenges presented in the cases. 
• Continuous Learning and Adaptation: By studying these cases, professionals can stay updated on industry trends, best practices, and emerging technologies. 

In conclusion, agile methodology case studies are valuable tools for professionals in various fields. The real-world examples and insights into specific problems and solutions, allow professionals to learn from others' experiences and apply those learning their own work. Case studies offer a deeper understanding of complex situations, highlighting the challenges faced, the strategies employed, and the outcomes achieved.

The benefits of case studies for professionals are numerous. They offer an opportunity to analyze and evaluate different approaches, methodologies, and best practices. Case studies also help professionals develop critical thinking skills, problem-solving abilities, and decision-making capabilities through practical scenarios and dilemmas to navigate.

Overall, agile case study examples offer professionals the opportunity to gain practical wisdom and enhance their professional development. Studying real-life examples helps professionals acquire valuable insights, expand their knowledge base, and improve their problem-solving abilities.

Frequently Asked Questions (FAQs)

Three examples of Agile methodologies are:

Scrum: Scrum is one of the most widely used Agile frameworks. It emphasizes iterative and incremental development, with a focus on delivering value to the customer in short, time-boxed iterations called sprints. 

Kanban: Kanban is a visual Agile framework that aims to optimize workflow efficiency and promote continuous delivery.

Lean: Lean is a philosophy and Agile approach focused on maximizing value while minimizing waste. 

• People over process: Agile values the people involved in software development, and emphasizes communication and collaboration.
• Working software over documentation: Agile prioritizes delivering working software over extensive documentation.
• Customer collaboration over contract negotiation: Agile values close collaboration with customers and stakeholders throughout the development process.
• Responding to change over following a plan: Agile recognizes that change is inevitable, and encourages flexibility and adaptability.

The six phases in Agile are:

• Initiation: Define the project and assemble the team.
• Planning: Create a plan for how to achieve the project's goals.
• Development: Build the product or service in short sprints.
• Testing: Ensure the product or service meets requirements.
• Deployment: Release the product or service to the customer.
• Maintenance: Support the product or service with bug fixes, new features, and improvements.

Lindy Quick

Lindy Quick, SPCT, is a dynamic Transformation Architect and Senior Business Agility Consultant with a proven track record of success in driving agile transformations. With expertise in multiple agile frameworks, including SAFe, Scrum, and Kanban, Lindy has led impactful transformations across diverse industries such as manufacturing, defense, insurance/financial, and federal government. Lindy's exceptional communication, leadership, and problem-solving skills have earned her a reputation as a trusted advisor. Currently associated with KnowledgeHut and upGrad, Lindy fosters Lean-Agile principles and mindset through coaching, training, and successful execution of transformations. With a passion for effective value delivery, Lindy is a sought-after expert in the field.

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Case Studies in Software Architecture

December 13, 2017 • collection.

More and more organizations are realizing the importance of software architecture in their systems' success in areas such as avionics systems, network tactical systems, internet information systems, architecture reconstruction, automotive systems, distributed interactive simulation systems, scenario-based architectural analysis, system acquisition, and wargame simulation systems. 

The SEI can provide information and guidance about architecture-related questions and problems. Please contact us . Below are published case studies of real-world applications of architecture-centric engineering. They include case studies using

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A principled way to use frameworks in architecture design, november 30, 2012 • article, by humberto cervantes (universidad autonoma metropolitana–iztapalapa) , perla velasco-elizondo (autonomous university of zacatecas) , rick kazman.

In the past decade, researchers have devised many methods to support and codify architecture design.

Developing Architecture-Centric Engineering Within TSP

April 1, 2013 • brochure, by software engineering institute.

This information sheet describes the Bursatec project.

Relating Business Goals to Architecturally Significant Requirements for Software Systems

April 30, 2010 • technical note, by paul c. clements , len bass.

The purpose of this report is to facilitate better elicitation of high-pedigree quality attribute requirements. Toward this end, we want to be able to elicit business goals reliably and understand …

System Architecture Virtual Integration: An Industrial Case Study

October 31, 2009 • technical report, by peter h. feiler , jörgen hansson (university of skovde) , dionisio de niz , lutz wrage.

This report introduces key concepts of the SAVI paradigm and discusses the series of development scenarios used in a POC demonstration to illustrate the feasibility of improving the quality of …

Evaluating Software Architectures: Methods and Case Studies

October 22, 2001 • book, by paul c. clements , rick kazman , mark h. klein.

This book is a comprehensive guide to software architecture evaluation, describing specific methods that can quickly and inexpensively mitigate enormous risk in software projects.

Scenario-Based Analysis of Software Architecture

November 1, 1996 • white paper, by gregory abowd , len bass , paul c. clements , rick kazman.

This paper presents an experiential case study illustrating the methodological use of scenarios to gain architecture-level understanding and predictive insight into large, real-world systems in various domains.

An Architectural Analysis Case Study: Internet Information Systems

April 1, 1995 • white paper.

This paper presents a method for analyzing systems for nonfunctional qualities from the perspective of their software architecture and applies this method to the field of Internet information systems (IISs).

Using the SEI Architecture Tradeoff Analysis Method to Evaluate WIN-T: A Case Study

August 31, 2005 • technical note, by paul c. clements , john k. bergey , dave mason.

This report describes the application of the SEI ATAM (Architecture Tradeoff Analysis Method) to the U.S. Army's Warfighter Information Network-Tactical (WIN-T) system.

Using the Architecture Tradeoff Analysis Method (ATAM) to Evaluate the Software Architecture for a Product Line of Avionics Systems: A Case Study

June 30, 2003 • technical note, by mario r. barbacci , paul c. clements , anthony j. lattanze , linda m. northrop , william wood.

This 2003 technical note describes an ATAM evaluation of the software architecture for an avionics system developed for the Technology Applications Program Office (TAPO) of the U.S. Army Special Operations …

Using the Architecture Tradeoff Analysis Method to Evaluate a Wargame Simulation System: A Case Study

November 30, 2001 • technical note, by lawrence g. jones , anthony j. lattanze.

This report describes the application of the ATAM (Architecture Tradeoff Analysis Method) to a major wargaming simulation system.

Using the Architecture Tradeoff Analysis Method to Evaluate a Reference Architecture: A Case Study

May 31, 2000 • technical note, by brian p. gallagher.

This report describes the application of the ATAM (Architecture Tradeoff Analysis Method) to evaluate a reference architecture for ground-based command and control systems.

Using Quality Attribute Workshops to Evaluate Architectural Design Approaches in a Major System Acquisition: A Case Study

June 30, 2000 • technical note, by john k. bergey , mario r. barbacci , william wood.

This report describes a series of Quality Attribute Workshops (QAWs) that were conducted on behalf of a government agency during its competitive acquisition of a complex, tactical, integrated command and …

Architecture Reconstruction to Support a Product Line Effort: Case Study

June 30, 2001 • technical note, by liam o'brien.

This report describes the architecture reconstruction process that was followed when the SEI performed architecture reconstructions on three small automotive motor systems.

Architecture Reconstruction Case Study

March 31, 2003 • technical note.

This report outlines an architecture reconstruction carried out at the SEI on a software system called VANISH, which was developed for prototyping visualizations.

Use of Quality Attribute Workshops (QAWs) in Source Selection for a DoD System Acquisition: A Case Study

May 31, 2002 • technical note, by john k. bergey , william wood.

This case study outlines how a DoD organization used architecture analysis and evaluation in a major system acquisition to reduce program risk.

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Advancing the entrepreneurship ecosystem of India: A qualitative study with Chevening Fellows

• Published: 26 December 2023

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• Kamal Gulati 1 ,
• Amrik Sohal 2 ,
• Tharaka de Vass 2 &
• Nrupal Das 3  

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Using social cognitive theory as a guide, this research seeks to explain the perceptions of current and aspiring Indian entrepreneurs. A multiple case study approach using 19 interviews with intellectuals provided qualitative data to conduct a cross-case analysis of the two groups with the qualitative analysis software NVivo. Rare insights from current and aspiring opportunity-motivated entrepreneurial Chevening Fellowships from a predominantly necessity-motivated context offer valuable insights into entrepreneurship in India. The findings reveal what entrepreneurship means to established entrepreneurs, their motivation for embarking on the entrepreneurial journey, the skills they require to be successful, the challenges they face and their strategies to sustain are mostly different to what aspiring entrepreneurs believe how it would be. Compiled recommendations may help strengthen the entrepreneurial ecosystem, particularly in developing economy contexts, to help improve the 10% startup success rate.

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Acknowledgements

Authors gratefully acknowledge the support of Chevening fellows who consented to participate in this study, Chevening Secretariat, Foreign Commonwealth & Development Office, Prof. Richard Briant, University of Oxford, Prof. John Hoffmaire, Chairman, Oxford Pharmaceuticals, Ms. Sarah Fallon, Regional Director, Science and Innovation, British High Commission New Delhi, Ms. Supriya Chawla, Head Chevening Scholarships India for their support.

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Gulati, K., Sohal, A., de Vass, T. et al. Advancing the entrepreneurship ecosystem of India: A qualitative study with Chevening Fellows. Asia Pac J Manag (2023). https://doi.org/10.1007/s10490-023-09940-2

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Accepted : 19 November 2023

Published : 26 December 2023

DOI : https://doi.org/10.1007/s10490-023-09940-2

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