example of a case study presentation

9 Creative Case Study Presentation Examples & Templates

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

9 minute read

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Short answer

What makes a good case study presentation?

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

Dull case studies can cost you clients.

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

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

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

Benefits of including interactive elements in your case study presentation

More decks read in full

Longer average reading time

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

Let’s go!

How to create a case study presentation that drives results?

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

Here's how you can do it:

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

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

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

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

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

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

How to write an engaging case study presentation?

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

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

4 best format types for a business case study presentation:

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

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

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

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

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

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

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

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

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

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

Here’s our recommended storyline framework:

How to motivate readers to take action?

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

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

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

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

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

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

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

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

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

How to design a great case study presentation?

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

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

Add interactive elements

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

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

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

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

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

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

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

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

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

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

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

Prioritize mobile-friendly design

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

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

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

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

Streamline the design process

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

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

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

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

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

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

Case study presentation examples that engage readers

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

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

What makes this deck great:

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

Light mode case study

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

Marketing case study

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

UX case study

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

Business case study

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

Modern case study

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

Real estate case study

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

Medical case study

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

Dark mode case study

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

Grab a case study presentation template

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

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

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

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

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10+ Successful Case Study Presentation Templates

Immerse yourself in a collection of successful case study presentations that inspire and captivate. Check out different types of case study presentation templates tailored for highlighting long-term engagements, successful product implementations, and problem-solving approaches.

Case studies are and will always be an integral part of the business world hence the need for winning case study templates. Whether it is to analyze internal problems and find solutions or convince a client of your capabilities; case study presentations are always involved in the process.

In the following sections, you will understand what goes into making an impactful case study presentation. Using this information, you will find it easy to convince your audience about your solutions, using a well-structured argument.

What Is A Case Study?

A case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, that convinces the audience for your research. Think of it as a solution, to a well-defined question asked of you. Should the company expand in this market? Should we launch this product? What is the reason for our reduced sales? Why are you the best person for the client’s project offering? All these questions are backed by immaculate case study presentations.

This begs the question, when should one do a case study analysis? Some of the scenarios where case studies become necessary are –

• Convincing clients of the benefits of your services and capabilities.
• Analyzing and presenting solutions to internal issues for a company.
• Offering real-life examples to back your arguments.
• Systematic discussion on the viability of an idea, with respect to the effect on the firm (client or self).

The task here is not only to find a solution but also to influence the audience with your findings. Organizing a lot of information in a succinct and engaging manner for your clients and stakeholders is important. Hence, is a need for an excellent case study presentation template.

Features Of Effective Case Study Presentations

A good case study presentation should be:

• Brief and highlight the essentials
• Clear and concise
• Describe your vision clearly
• Demonstrate the value and benefit the project brings to the business or client
• Consistent in style

Key Elements Of A Winning Case Study Presentation

Before we jump into case study examples, let’s understand the effective structure of a good case study presentation template. A good case study design can be generally structured in the following sections:

This section provides a succinct and effective executive summary for corporate leaders to peruse through quickly.READ MORE: How to write an executive summary?

This section of your case analysis template details the purpose of your analysis. This puts together all the problems that you intend to answer through your case study.

The idea description section is the heart of your case study. It is where you detail your solution, explain the reasoning, and describe why your solution is the best one to follow.

Here is where the administration will be convinced that your idea is worth consideration. You need to explain to your audience that what you are proposing, has a considerable impact on their business or project. Or something like – how clients who used your solution, services, or products benefited financially.

In this final section of your case study slide, you discuss all the planning, considerations, risks, and metrics you will need to execute your solution. Or how you conducted the action steps for your clients to achieve the desired results. What were the Project KPIs , issues, and risks, for the managers and how did you mitigate them?

Tips For Excellent Case Study Presentation

Follow the tips below for a successful case study presentation:

• The Key Points
• Icons and Data
• Designing Scientifically
• Content Is King

1. The Key Points

It is important to highlight the key takeaway in your study, throughout your case study. While choosing or designing your PowerPoint template , you should make sure that each section has enough potential to show the key takeaway, which is your strongest argument, in prominence. Look at the case study presentation template below, and see how you cannot miss the key point without going into the entire report.

2. Icons and Data

Nothing backs your arguments more than hard, quantifiable facts. In today’s terminology, we call these facts, data. Use relevant and key data points and present them in a structured manner in your case study PPT to convince the audience.

Further, use understandable PowerPoint icons to summarize and anchor data points, such that they draw direct attention of the viewer. Icons also provide easier readability to the case study template, as one can simply look for the icon to search for the required information.

3. Designing Scientifically

Presentation designing is not only an art but also a part of science. There are well-studied visual design principles , that raise your chances of success.

• Visual Hierarchy:  Use the  principles of visual hierarchy , and create a contrast between the important information, and the background matter, to draw attention to the right material on the page
• Professional Colors:  Use  effective color schemes  that suit the environment and your pitch, to showcase your professionalism. It takes one wrong color, to create the impression of a sloppy firm. A good tip will be to use the monochromatic theme, which is a classic professional color scheme.
• Engaging Visuals:  You can load your pages with a plethora of information, believing that it will convince your audience. But an overload of text and numbers just disinterests the viewer, weakening your case. Hence use engaging visuals, images, icons, graphs, charts, etc., that keep your viewer interested and convey the information without stressing too much of their grey matter .

4. Content is King

While I have mentioned a general structure for case study examples in the previous section, some points should be remembered to create engaging content.

• Research Thoroughly:  It goes without saying that you should keep your research thorough and inclusive. Research the company, the client, the problem statement, the solution, and every single data you have mentioned in your solution. Also be prepared for things that you are not writing about, such as alternate solutions, market changes, legal hassles, and finer details of your proposals. Under-preparedness or false claims will definitely pull the rug from under you!
• Language of the Professionals:  Instead of using passive language like that of a research paper, use active and action-based language. This language should be persuasive, and engaging. For example, instead of writing “customer numbers increased by 10% in the last year”, use “10% more customers choose our services over others, over the last year.” This simple shift makes it more convincing and exciting for the reader.
• Be client-oriented:  Case studies are an effective marketing tool to convince your clients. So, while creating a case study PPT, keep your clients in your mind. Wear their shoes and ask, what is it that they are looking for, and how can you present it right in front of them!

Different Type Of Case Study Presentation Templates

Find below a multitude of attractive, and impactful case study PowerPoint templates that are ready to use, specifically for business professionals:

To highlight a long-term successful engagement with the client

To showcase a successful product implementation with the client

To showcase detailed client engagement

To present a project’s success in a concise manner

To showcase a detailed problem-solving approach

BONUS: Free Case Study Template

Conducting a case study is a delicate yet enormous task, which needs to be performed carefully, and comprehensively. You need to be well aware of the problem you are solving, and bring out the best solution possible for it. A good case study helps you to support your argument, and convince your audience. Following the tips mentioned above, you can create a sharp, professional, and complete case study for your business, which will give impact and strengthen your argument.

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

By Alice Corner , Jan 12, 2023

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

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

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

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

Click to jump ahead:

• What is a Case Study?

Business Case Study Examples

Simple case study examples.

• Marketing Case Study Examples

Sales Case Study Examples

• Case Study FAQs

What is a case study?

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

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

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

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

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

Marketing Case Study Template

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

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

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

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

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

Conduct a B2B case study by researching the company holistically

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

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

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

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

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

Highlight the key takeaway from your marketing case study

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

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

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

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

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

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

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

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

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

Use charts to visualize data in your business case studies

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

Making charts is even easier with Venngage.

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

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

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

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

Use direct quotes to build trust in your marketing case study

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

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

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

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

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

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

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

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

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

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

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

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

Marketing case study examples

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

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

Show off impressive results with a bold marketing case study

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

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

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

Use a simple but clear layout in your case study

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Add long term goals in your case study

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

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

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

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

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

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

Use data to make concrete points about your sales and successes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

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

Make impactful statistics pop in your sales case study

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

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

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

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

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

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

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

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

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

Case Study Examples Summary

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

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

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

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

Case Study FAQ

Why should you write a case study.

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

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

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

How should you write a case study?

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

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

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

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

Some good questions you could ask would be:

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

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Business growth

Marketing tips

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 study presentation: A comprehensive guide

This comprehensive guide covers everything from the right topic to designing your slides and delivering your presentation.

Raja Bothra

Building presentations

Hey there, fellow content creators and business enthusiasts!

If you're looking to take your presentations to the next level, you've come to the right place.

In today's digital age, a powerful case study presentation is your secret weapon to leave a lasting impression on potential clients, colleagues, or stakeholders.

It's time to demystify the art of case study presentations and equip you with the knowledge to create compelling and persuasive slides that showcase your expertise.

What is a case study?

Before we jump into the nitty-gritty details of creating a compelling case study presentation, let's start with the basics. What exactly is a case study? A case study is a detailed analysis of a specific subject, often focusing on a real-world problem or situation. It serves as a valuable tool to showcase your expertise and the impact your solutions can have on real issues.

Case study presentations are not just reports; they are powerful storytelling tools designed to engage your audience and provide insights into your success stories. Whether you're a marketer, a salesperson, or an educator, knowing how to present a case study effectively can be a game-changer for your business.

Why is it important to have an effective case study presentation?

The importance of a well-crafted case study presentation cannot be overstated. It's not just about sharing information; it's about convincing your audience that your product or service is the solution they've been looking for. Here are a few reasons why case study presentations matter:

Generating leads and driving sales

Picture this: a potential customer is exploring your website, trying to figure out if your product or service is the right fit for their needs. An effective case study can be the clincher, demonstrating how your offering has guided other businesses to success. When prospects witness a proven track record of your product or service making a difference, they are more inclined to place their trust in you and forge a partnership. In essence, case studies can be the catalyst that transforms casual visitors into paying customers.

Building credibility and social proof

In the realm of business, credibility is akin to gold. A well-crafted case study is your gateway to establishing authority and unveiling the remarkable value you bring to the table. It's not just you saying you're the best; it's your satisfied clients proclaiming it through their experiences. Every compelling case study is a testimonial in itself, a testament to your capability to deliver tangible results. In essence, it's a vote of confidence from others in your field, and these votes can be a potent motivator for potential clients.

Educating and informing your target audience

Education is a cornerstone of building lasting relationships with your audience. Case studies are an invaluable tool for teaching potential clients about the merits of your product or service and how it can address their specific challenges. They're not just stories; they're lessons, revealing the real-world benefits of what you offer. By doing so, you position your company as a thought leader in your industry and cultivate trust among your audience. You're not just selling; you're empowering your audience with knowledge.

Increasing brand awareness

Your brand deserves to be in the spotlight. Case studies can serve as a beacon, promoting your brand and its offerings across a multitude of platforms. From your website to social media and email marketing, case studies help you amplify your brand's presence and appeal. As you increase your reach and visibility, you also draw the attention of new customers, who are eager to experience the success stories they've read about in your case studies.

Different types of case study presentation

Now that you understand why case study presentations are vital, let's explore the various types you can use to showcase your successes.

Business case studies presentation : Business case studies presentation focus on how your product or service has impacted a specific company or organization. These are essential tools for B2B companies, as they demonstrate the tangible benefits your solution brings to other businesses.

Marketing case studies presentation : If you're in the marketing game, you've probably come across these frequently. Marketing case studies dive into the strategies and tactics used to achieve specific marketing goals. They provide insights into successful campaigns and can be a great resource for other marketers.

Product case studies presentation : For companies that offer products, a product case study can be a game-changer. It shows potential clients how your product functions in the real world and why it's the best choice for them.

KPIs and metrics to add in case study presentation

When presenting a case study, you're not just telling a story; you're also showcasing the concrete results of your efforts. Numbers matter, and they can add significant credibility to your presentation. While there's a vast array of key performance indicators (KPIs) and metrics you can include, here are some that you should definitely consider:

Conversion rate : This metric is a reflection of how effective your product or service has been in driving conversions. It demonstrates the rate at which visitors take the desired actions, whether it's signing up for your newsletter, making a purchase, or any other valuable engagement.

ROI (return on investment) : It's the financial impact that counts, and ROI is the king of financial metrics. It's a clear indicator of how your solution has provided value, showing the return on the investment made by your client.

Engagement metrics : Engaging your audience is a vital part of the puzzle. Metrics like click-through rates and social media interactions reveal how effectively your solution has drawn people in and kept them engaged.

Customer satisfaction : A satisfied customer is a loyal customer. Showcase customer satisfaction scores or even better, let the clients themselves tell their stories through testimonials. These scores and testimonials are potent proof of your ability to meet and exceed expectations.

Sales growth : When applicable, include data on how your solution has catalyzed sales growth. Sales growth is a pivotal indicator of the practical, real-world impact of your product or service.

However, it's important to note that there are some general KPIs and metrics that are commonly used in case study presentations. These metrics are not only universal but also highly effective in conveying the success of your case study:

• Website traffic : The number of visitors to your website over a specified period is an important indicator of the reach and impact of your case study. It shows how many people were interested enough to seek more information.
• Conversion rate : This percentage reveals how successful your website is at converting visitors into taking a desired action. Whether it's signing up for a newsletter, making a purchase, or any other specific action, a high conversion rate signifies effective engagement.
• Customer lifetime value (CLV) : The CLV is a valuable metric, representing the average amount of money a customer spends with your company over their lifetime. It's a testament to the long-term value your product or service provides.
• Average order value (AOV) : The AOV showcases the average amount of money a customer spends in a single transaction. It's a metric that demonstrates the immediate value your solution offers.
• Net promoter score (NPS) : This customer satisfaction metric measures how likely your customers are to recommend your company to others. A high NPS indicates satisfied customers who can become advocates for your brand.

Incorporating these KPIs and metrics not only adds credibility to your case study presentation but also provides a well-rounded view of your success story. It's the data that speaks the loudest and validates the impact of your product or service.

How to structure an effective case study presentation

Structuring an effective case study presentation is essential for conveying information clearly and persuasively to your audience. Whether you're presenting to colleagues, clients, or students, a well-organized case study presentation can make a significant impact. Here are some key steps to structure your case study presentation effectively:

1. Introduction :

Start with a brief introduction that sets the stage for your case study. Explain the context, the purpose of the study, and the key objectives you aim to achieve. This section should pique the audience's interest and provide a clear understanding of what to expect.

2. Background and context :

Provide a comprehensive overview of the background and context of the case study. This might include the industry, company, or problem under consideration. Explain why the case study is relevant and the issues it addresses. Make sure your audience understands the "why" before delving into the details.

3. Problem statement :

Clearly define the problem or challenge that the case study focuses on. This is a critical element as it helps the audience grasp the significance of the issue at hand. Use data and evidence to support your claims and emphasize the real-world impact of the problem.

4. Methodology :

Describe the methods and approach you used to analyze the case. This section should outline your research process, data collection tools , and any methods or frameworks employed. It's important to demonstrate the rigor of your analysis and data sources.

5. Findings and analysis :

Present the key findings and insights from your case study. Use data, charts, graphs, and visuals to make the information more accessible and engaging. Discuss your analysis and provide explanations for the findings. It's crucial to show a deep understanding of the problem and its implications.

6. Solution or action plan :

Outline the solution, recommendations, or action plan you've developed based on your analysis. Explain the rationale behind your proposed solution and how it directly addresses the problem. Include implementation steps, timelines, and any potential obstacles.

7. Results and outcomes :

Highlight the results and outcomes of implementing your solution, if applicable. Use before-and-after comparisons, success metrics, and tangible achievements to illustrate the effectiveness of your recommendations. This helps demonstrate the real-world impact of your work.

8. Lessons learned :

Share any lessons learned from the case study. Discuss what worked well, what didn't, and any unexpected challenges. This reflective element shows that you can extract valuable insights from the experience.

9. Conclusion :

Summarize the key takeaways from your case study and restate its significance. Make a compelling case for the importance of the findings and the applicability of the solution in a broader context.

10. Recommendations and next steps :

Provide recommendations for the future, including any further actions that can be taken or additional research required. Give your audience a sense of what to do next based on the case study's insights.

11. Q&A and discussion :

Open the floor for questions and discussion. Encourage your audience to ask for clarification, share their perspectives, and engage in a constructive dialogue about the case study.

12. References and appendices :

Include a list of references, citations, and any supplementary materials in appendices that support your case study. This adds credibility to your presentation and allows interested individuals to delve deeper into the subject.

A well-structured case study presentation not only informs but also persuades your audience by providing a clear narrative and a logical flow of information. It is an opportunity to showcase your analytical skills, problem-solving abilities, and the value of your work in a practical setting.

Do’s and don'ts on a case study presentation

To ensure your case study presentation hits the mark, here's a quick rundown of some do's and don'ts:

• Use visual aids : Visual aids like charts and graphs can make complex data more digestible.
• Tell a story : Engage your audience by narrating a compelling story.
• Use persuasive language : Convincing your audience requires a persuasive tone.
• Include testimonials : Real-life experiences add authenticity to your presentation.
• Follow a format : Stick to a well-structured format for clarity.

Don'ts:

• Avoid jargon : Keep it simple and free from industry jargon.
• Don't oversell : Be honest about your product or service's capabilities.
• Don't make it too long : A concise presentation is more effective than a lengthy one.
• Don't overload with data : Focus on the most relevant and impactful data.

Summarizing key takeaways

• Understanding case studies : Case studies are detailed analyses of specific subjects, serving to showcase expertise and solution impact.
• Importance of effective case study presentations : They generate leads, build credibility, educate the audience, and increase brand awareness.
• Types of case study presentations : Business, marketing, and product case studies focus on different aspects of impact.
• KPIs and metrics : Key metrics, such as conversion rates, ROI, engagement metrics, customer satisfaction, and sales growth, add credibility.
• Structuring an effective case study presentation : Follow a structured format with an introduction, background, problem statement, methodology, findings, solution, results, lessons learned, conclusion, recommendations, and Q&A.
• Do's : Use visuals, tell a compelling story, use persuasive language, include testimonials, and follow a structured format.
• Don'ts: Use jargon, oversell, make it too long, or overload with unnecessary data.

1. How do I create a compelling case study presentation?

To create a compelling case study presentation, you can use a case study template that will help you structure your content in a clear and concise manner. You can also make use of a case study presentation template to ensure that your presentation slides are well-organized. Additionally, make your case study like a pro by using real-life examples and a professional case study format.

2. What is the best way to present a case study to prospective clients?

When presenting a case study to prospective clients, it's essential to use case study presentation template. This will help you present your findings in a persuasive way, just like a professional presentation. You can also use a powerpoint case study template to make your case study presentation in no time. The length of a case study can vary depending on the complexity, but a well-written case study is key to helping your clients understand the value.

3. Where can I find popular templates to use for my case study presentation?

You can find popular case study presentation powerpoint templates online. These templates are specifically designed to help you create a beautiful case study that will impress your audience. They often include everything you need to impress your audience, from the case study format to the presentation deck. Using templates you can use is one of the best ways to create a case study presentation in a professional and efficient manner.

4. What is the purpose of a case study in content marketing, and how can I use one effectively?

The purpose of a case study in content marketing is to showcase real-world examples of how your product or service has solved a problem or added value to clients. To use a case study effectively, write a case study that features a relevant case study example and use a case study like a pro to make your case. You can also embed your case study within your content marketing strategy to help your clients and prospective clients understand the value your business offers.

5. How can I ensure that my case study presentation stands out as the best in my industry?

To ensure your case study presentation stands out as the best, you can follow a compelling business case study design. Use a case study template that includes everything you need to present a compelling and successful case, just like PowerPoint case study presentations. Make sure your case study is clear and concise, and present it in a persuasive way. Using real-life examples and following the sections in your template can set your presentation apart from the rest, making it the best case study presentation in your field.

Create your case study presentation with prezent

Prezent, the communication success platform designed for enterprise teams, offers a host of valuable tools and features to assist in creating an impactful case study presentation.

• Brand-approved design : With access to over 35,000 slides in your company's brand-approved design, your case study presentation can maintain a consistent and professional look that aligns with your corporate brand and marketing guidelines.
• Structured storytelling : Prezent helps you master structured storytelling by offering 50+ storylines commonly used by business leaders. This ensures your case study presentation follows a compelling and coherent narrative structure.
• Time and cost efficiency : Prezent can save you valuable time and resources. It can help you save 70% of the time required to make presentations and reduce communication costs by 60%, making it a cost-effective solution for creating case study presentations.
• Enterprise-grade security : Your data's security is a top priority for Prezent. With independent third-party assurance, you can trust that your sensitive information remains protected while creating and sharing your case study presentation.

In summary, Prezent empowers you to create a compelling case study presentation by offering personalized audience insights, brand-compliant designs, structured storytelling support, real-time collaboration, efficiency gains, and robust data security. It's a comprehensive platform for achieving communication success in the world of enterprise presentations.

Are you ready to take your case study presentations to the next level?  Try our free trial or book a demo today with Prezent!

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Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

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

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

PowerPoint Single-Slide Case Study Presentation Template

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

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

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

PowerPoint Marketing Case Study Template

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

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

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

PowerPoint Problem-Solution-Impact Case Study Template

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

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

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

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

PowerPoint Comparative Study Template

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

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

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

PowerPoint Customer Journey Case Study Template

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

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

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

PowerPoint Case Study Storyboard Template

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

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

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

Key Components of Successful Case Study Presentations

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

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

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

Different Types of Case Study Presentations

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

The following list outlines various types of case study presentations:   

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

Expert Tips for Case Study Presentations

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

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

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

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

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

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

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Case Study Presentation Template

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This case study template features the following sections

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

How to use this case study template

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

Step 1: Open the template in Synthesia

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

Step 2: Add text

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

Step 3: Customize video

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

Step 4: Generate video

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

Create a professional presentation in minutes

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

Like PowerPoint templates, but better

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

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

Frequently Asked Questions

Can a case study be a powerpoint.

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

How do you write a case study presentation?

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

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

1. Describe the problem

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

2. Present the process and solution

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

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

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

3. Show examples with data

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

4. Outline the results

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

How do you end a case study presentation?

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

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

What is the purpose of a case study presentation?

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

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

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

How long should a case study presentation be?

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

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

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

Explore Other Templates

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Create an account and get started using Synthesia, with full access to all 160+ avatars and 130+ languages.

Case Study Presentation Template

Case studies address consumer challenges and highlight the solutions your service or product can deliver. This kind of presentation helps instill confidence in your brand and convert prospective clients. Include your company background, past customers, a product demonstration or video, and outline how you can provide each client with positive results. A quality case study presentation illustrates real-world success using data. Our case study template will help you keep your clients engaged while you show them potential business solutions in a polished and professional presentation. Communicate your product’s worth, acquire more clients, and increase retention using our case study presentation.

Our case study presentation template can be used as an effective way to:

• Showcase your success stories
• Convert prospective clients
• Up-sell current clients

Use this template to create a professionally designed and memorable case study

A case study requires relevant data and should be designed to inspire confidence and action. Organize your case study presentation and make it memorable by delivering information visually with any combination of our various slides:

Helpful hints for creating effective case studies that convert

A thoughtful presentation can set your brand above the rest. Consider these tips when organizing your case study.

Add visual interest to your presentation by including charts, graphs, and photos. This will help break up your data and make your presentation memorable.

Content heavy presentations work well with simple clean slides that don’t overwhelm your audience. Feel confident leaving blank space on each slide.

Teammates and clients alike will stay engaged if you use your data to drive a story. Use compelling information to demonstrate your value with numbers and testimonials that manifest client success.

The data you showcase should drive action. What outcome are you aiming for by giving this presentation? Who is your audience? Keep your viewers in mind and make sure your presentation is leading them towards your desired outcome.

More Popular Templates

Airbnb Pitch Deck

This Airbnb pitch deck example shows how simple presentations can share information quickly and effectively through beautiful design.

Dropbox Pitch Deck

You’ve likely used DropBox for saving and sharing files, but 13 years ago MIT students Drew Houston and Arash Ferdowsi were just hoping for a little funding to get their start-up off the ground. The initial pitch deck landed them their $1.2M seed round in 2007, though it left room for improvement. We recreated it in Beautiful.ai.

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The popular site Reddit helps users engage with communities and conversations of varying topics so we’ve revamped their presentation deck to help them create more engagement with their presentations.

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Set your new team members on the right path with our new hire onboarding template. Cover everything new employees need to know from day one and beyond.

• Presentations

Case Study Presentation

Used 4,980 times

Showcase your expertise to win customers’ trust by customizing our free case study presentation template.

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Prepared by:

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Table of Contents

• Case Study Introduction

• Company Overview

• Testimonial

• Challenge

• Project Highlights

• Solution

• Deliverables

• Customer quote

• Results

• Business impact

• What sets us apart

• Domain Expertise

• How we can help

• Company Highlights

Case Study Introduction

Start by introducing the purpose of your case study. Then, give a brief explanation of the problem that your customer was having.

Company Overview

Include a brief bio of your company and its main solution(s), especially as they relate to the case study's outcome.

Testimonial

"ABC Corporation helped us streamline operations and now our team is twice as productive as before we worked with them." ~John Clientson

Summarize the main challenge that your customer was facing.

Challenge examples:

Unproductive team and low employee utilization rates

High-friction workflows

Repetitive tasks that haven't been automated

Project Highlights

State the scope of the project, duration of the engagement, and the size of the customer's team.

Present the solution you used to solve the customer's problem.

Present the solution you used to solve the customer's problem.

Deliverables

List the deliverables that were associated with the project.

Example deliverables:

Initial implementation blueprint

Progress reports

Training and assets

Customer Quote

Insert a quote from your customer on the impact that your solution had on their business and the problem they were facing.

List the tangible improvements that the customer experienced after, and as a result of, the project.

Example results:

50% increase in team productivity

reduction in operating costs

increased revenue growth in the quarters following the engagement

Business Impact

Include some short testimonial highlights from happy customers.

"ABC Corporation has changed our workflow for the better."

"Because of ABC Corporation, we don't have to worry about missing deadlines anymore."

"To say that ABC Corporation has revolutionized the way we do things would be an understatement."

What sets us apart

List a few "Why Us" highlights that present the unique selling points of your company and how it differs from competitors.

Lorem Ipsum is simply dummy text of the printing and typesetting industry.

Domain Expertise

Briefly summarize your company's expertise in the domain or industry.

Online SMBs

Tech startups

Workflow automation

Productivity

HOW WE CAN HELP

List your core products and services to highlight how they can help.

Operations audit

Productivity coaching

Capital structure analysis

Team collaboration handbook

Automation and integration support

Company Highlights

Summarize a few "About Us" highlights and key numbers that support the value your company provides with its product or service.

Contacts

Thank you for reading our case study! If you want to reach out or get help with your problem, feel free to send us an email at [Sender.Email] ​ or give us a call at [Sender.Phone] .

Care to rate this template?

Your rating will help others.

Thanks for your rate!

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[Updated 2023] Top 10 Winning Case Study Competition Presentations [and 10 Vexing Business Issues They Can Help You Solve]

A case study competition is a formal exercise that tests the participants’ mettle in decision-making, collaboration, and presentation skills. As a key driver of industry-specific analysis focused on the problem-solving acumen of the researchers, case study competitions have become an integral part of corporate brainstorming as well as high-end B-school programs.

In the most basic sense, a case study competition aka a case competition seeks to give students or researchers a chance to analyze various aspects of a company and then come up with solutions to its problems. Based on the complexity of the subject involved, the participants are given a certain time limit to examine the subject and its market situation, find out loopholes that result in a problem, and then propose the solution in the form of a presentation.

Now ideally, the analysis and research phase of a case study competition demands a diverse team to work in unison and think on their feet. Some tasks may also require the contestants to work out an entire roadmap for the organization. These roadmaps can address issues at every managerial level of the organization right up to the director.

However, what makes or breaks a participating team’s chances of winning the competition is the presentation of the case study. A well-defined and logically structured presentation can enable a power-packed performance, ultimately helping you become the star of the competition.

Therefore, this blog puts together 10 of SlideTeam’s best case study competition presentation templates in context with 10 major business issues that they can help analyze and solve. Take a look, download the ones you like, and get cracking with your presentation.

Templates to use for your case study competition 

The corporate landscape is susceptible to occasional crises. Therefore, examining a subject for your case study competition requires a fine eye for detail that sees beyond the corporate veneer. And while this research and collective thinking can take up a lot of your deadline time, you may not want to fumble last minute to prepare a half-baked presentation that lays waste to your hard work.

Therefore, here are 10 case study competition presentation templates prepared by SlideTeam experts that solve 10 significant issues that the subject can face. These templates carry detailed information on how the subject matter resolved the problems and fit any criteria assigned by the judges of your case study competition. So when you find your perfect fit, just click on the template and incorporate it to save precious time.    

Problem 1: Opening up new revenue streams in a stagnant market

A dormant market is a businessperson’s nightmare. Plummeting profits in the then lucrative ecosystem can make even the most well-established company jittery. However, opening up new revenue streams in such an ecosystem can be a challenge as well as an opportunity. If you figure out the challenge, you can exploit the opportunity.

Notably, this is quite a popular topic assigned as a challenge in a case study competition. It tests how the participants understand revenue generation and how to diversify a company’s portfolio with appropriate techniques. Here’s an actionable template that accomplishes that with ease.

The template solution

The following PowerPoint template takes a beer company as a case study. The company is generating stagnant revenue in the North American region and, therefore, wants to attract more customers and develop new revenue streams in the area. So the template methodically addresses the issues with appropriate profiling and SWOT analysis of the company.

Additionally, the template explores the development and marketing of a new product range for the company including premium, specialty, and healthier products. This is supported with suitable cost and risk analyses while exploring possibilities of future growth. Just click and download the template and infuse it with your subject-specific information.

Download this template   

Problem 2: Declining user base

Call it the effect of intense competition or lack of engaging prospects; customers tend to wean off a brand if nothing excites them anymore. The result is a grueling loss of revenue and, sometimes, even a complete downfall. The challenge in this situation is more about acting fast and thinking out of the box rather than fixing the mundane.

Ideally, the peak and plateau of the subscriber base of a business depend on how its client communication channels are performing. The peak is when the company is giving its best to acquiring more customers, and the plateau is when this activity falls stagnant. The following PowerPoint template provides a comprehensive to-do list for addressing this issue.

The following PowerPoint template takes a telecom company as the case study. It evaluates the current domestic and international market presence of the company and then suggests solutions.

Notably, this template displays a four-pronged approach to growing the company’s user base. This includes tracking customer-related metrics, promoting the launch of new products on social media for better reach, resolving service issues more quickly, and providing personalized services to the customers.

One can also depict how measuring the KPIs after applying better expansion, technological and promotional strategies shows promising results. Ultimately, one can use the tabulated models in the template to show how a strategic overhaul grows the company’s user base over the years.

Download this template

Problem 3: Customer retention rate optimization

Consumer loyalty towards a company depends on several spontaneous factors ranging from special offers and support. This loyalty, or customer retention rate as it is called, has to be in high figures for a company to thrive in a world full of replicable ideas. If companies ignore what their competitors listen to, customer loyalty is out the window then and there. This applies specifically to those relying on digital platforms for their bread and butter.

Often the biggest challenge for online companies is to get the maximum value out of their association with the customers. Ideally, with practical techniques of customer retention rate optimization, loyal customers become advocates for the brand. Here’s the template solution to prepare a winning case study.     

This PowerPoint template analyzes the declining customer retention rate of an e-commerce company over five years. Besides taking stock of the current situation, the template also offers a comprehensive view of the company’s five major problems. These include increased customer churn rate, decline in sales, reduced repeat order rate, decreased customer loyalty level, and falling Net Promoter Score (NPS).

The template depicts a systematic approach to solving these problems. It illustrates loyalty programs, social media presence, and customized services to increase the company’s KPIs. Additionally, you can also discuss the risk management strategies to make a convincing point in your case study competition. 

Download this template    

Problem 4: Growing the market share

Growing their market share is quite an uphill battle for companies. The underlying reason is the global shift in market trends that may push the company to lose a significant chunk of its market share. Besides, business owners find themselves constantly juxtaposing their strategies in the face of a crumbling market share, finding it hard to churn out the right solution.

Moreover, strategic myopia is another roadblock in claiming a more significant share in the industry. Here’s a suitable PowerPoint template that will help you establish a credible solution for a case study.

The following PowerPoint template provides an unbiased view of the case study of an energy company facing a decline in market share. Though enjoying a stellar reputation in its region of operation, the company faces the challenge of increasing its market share with its offshore wind expansion strategy. The template uncovers how the organization attains this with renewable energy applications.

Moreover, the template also defines how the strategy will unfold in three stages — “feel the breeze”, “catch the wind”, and “take off”. You will also find techniques of overcoming the intense commoditized competition in this PPT template, making it a handy tool to help you triumph in the case study competition. 

Problem 5: Personnel shortage

While hiring the right talent is one of the biggest challenges for startups and corporations alike, personnel shortage can invite crisis galore. With staff crunch comes dwindling productivity and revenue, putting companies in a fix. Personnel shortage is often the assignment targeted in several case study competitions. From the perspective of human resources, a shortage of specialized staff makes it more challenging to keep the business afloat.

So here’s a template solution that offers an outline of the strategic initiatives needed to tide over the crisis and help the subject reclaim a better position.  

The case study presented in this PowerPoint template addresses pilot shortage in an airline company. It illustrates the critical facts about the company first, such as the revenue, total passengers, and net profits. After that, it depicts the pilot shortage data over the years, attributed to retirements of old experienced pilots and cost of training new pilots.

Using this template, you can showcase the company’s financial position and three key strategies to enhance human capital. These include establishing a training academy with regulated costs, promoting the benefits of joining the pilot training, and increasing the R&D and innovation efforts for better market positioning. Click below to download and deploy.

Download this template          

Problem 6: Declining sales

One of the most vexing concerns for a company is declining sales figures. The key drivers of sales are high demand for the product, better market positioning, and customer sentiment. If any of these falls out of balance, the consequences are detrimental. Corporate think-tanks today have to face this challenge with strategic vision and analyses.

Primarily, low sales result from lack of unique value proposition (UVP), misalignment of marketing and sales, expansion beyond capability, and variants of mismanagement along the company hierarchy. The following template solution shows how to keep these at bay.     

In the face of any kind of decline, the company’s strategy will need some tweaking. If the situation turns grave, a complete strategy pivot may be the answer. Therefore, this PowerPoint template is the perfect tool to execute strategic changes for better sales. The template takes a car manufacturing company as the subject and describes its vital stats and figures in a well-developed layout.

The template shows how various contributors of poor sales can be tackled with the help of diversification of the business, development of more fuel-efficient cars, and production of vehicles in the budget segment to attract more customers. Additionally, the template suggests steps like investment in R&D and digital marketing for more impactful promotions.

Problem 7: High fuel costs

Rising global fuel prices are a pain for companies across the globe. International market fluctuation and COVID impact are enough to crush the spirits of companies relying on fossil fuels for basic operation. Fuel being their most crucial resource, organizations have to grapple with continuous demand-and-supply math and the financial burden of purchase and utilization.

Increased fuel costs have a cascading effect in the form of increased transportation costs, loss of customer base, and high employee turnover. Here’s a template showing a case study to solve this conundrum.   

The ultimate goal here is to minimize transportation costs. The following PowerPoint template illustrates the techniques to do that with the help of an example of a logistics company. With a comparative view of the crude oil prices globally and fuel costs in a particular country of service, this template chalks out a triple-phase roadmap for the company. This includes automated logistics for shorter processing duration, inking a contract with a suitable logistics supplier, and using warehouses for storage and dispatch. 

The template also helps you present the subsequent cost analysis and comparison with data-driven tables and charts. So download the template below and make an everlasting impression.  

Problem 8: Brand expansion

Growing companies are at the helm of innovation and development. However, the biggest test comes when they need to expand their brand to unexplored markets. Merely having a product may not be enough to get the desired outcome. Moreover, the changing demographics and global technical disruptions make it a steep climb for ill-equipped organizations.

The road to a more prominent brand is full of technical and strategic hiccups. So here’s the perfect PowerPoint template to help you deduce the secret to brand expansion.    

Here’s a typical example of the brand expansion needs of a reputed pharmaceutical company. The PowerPoint template showcases the tactics to capture a new market for the company’s existing brand of treatment drugs for Crohn’s disease.

Additionally, this template illustrates how the company can develop the brand to treat other auto-immune disorders. It also provides the roadmap with careful SWOT analysis and competitive study while outlining the market opportunities for the brand.

The PPT template is perfect for presenting lucrative pricing strategies and marketing techniques that the company can follow to crush the competition in their dominant market. Click the link below and download the template right away.     

Problem 9: Applying trends to get a competitive advantage

A business owner’s biggest asset is their ability to feel the market’s pulse and devise strategies accordingly. But the corresponding challenge is even more troubling — how to apply the latest trends and march ahead of the competition? Often the concern here stems from the inability to infuse technology into your business model. Besides, trends are often ignored as one-hit wonders or “too much work”.

However, this is where budding entrepreneurs make the silliest mistake and keep “doing their own thing”. This costs them their customer base in the long term as their competitors, who put their ear to the ground, can satisfy the client better. The following template uncovers the secret to success.      

Full disclosure! The lure of the trending comes with its own set of risks. And to get the rewards, this template will show you how to apply systematic techniques to gain a competitive advantage. The case study subject is a cosmetics company looking to drub its competition by adopting the latest industry trends.

Since the face value here is of the utmost importance, the template showcases how incorporating visual technology can separate the brand from the crowd. Additionally, the template outlines how adopting AI-powered virtual try-on, engaging displays, and personalized customer service applications can boost the company’s market presence. The result — increased customer loyalty and spectacular profits.     

Problem 10: Applying trends to enhance profit margins

Applying the latest industry trends is beneficial for the company’s competitive positioning, and it also leads to better profit margins. However, execution requires critical and dynamic thinking on the part of the business owner. Here’s a template that helps you bring corrective strategies to the table.      

This PowerPoint template also considers a cosmetics company as a case study. Besides highlighting the lack of the latest technology, it also brings to light the company’s inadequate customer experience strategies and poor cross-selling skills. All these factors are visualized as the causes of the company’s depleting revenue streams.

As a workable solution, the template also highlights strategies like developing the team’s cross-selling skills, providing innovative skincare tools, and rolling out loyalty programs to entice existing customers. You can also discuss the risk mitigation strategies and quality assurance frameworks for enhancing profit margins with ease. Download it right away.  

So there you have it! These are the 10 comprehensive PowerPoint templates that will make any case study competition presentation a cakewalk. Just download these and let visually stunning designs do the talking for your hard work and research. Should you feel the need for something even more fine-tuned to your needs, our design team will always be ready to help. You can also explore our one-page case study templates to keep it short and excellent.  

FAQs on Case Study Competition

What is a case competition.

A case competition is a business competition where participants are presented with a real-world business scenario or problem, and are given a limited amount of time to analyze the situation, develop a solution or strategy, and present their recommendations to a panel of judges. These competitions typically involve teams of undergraduate or graduate students who work together to analyze the case and develop a solution.

What do you do in a case competition?

In a case competition, participants are given a real-world business scenario or problem and are required to analyze the situation, develop a solution or strategy, and present their recommendations to a panel of judges within a limited time frame, typically ranging from a few hours to several days. Here's a breakdown of what typically happens during a case competition:

Receive the case: The competition organizers will provide the case to participants, which usually includes a description of a business problem or challenge that needs to be solved.

Analyze the case: Participants will work in teams to analyze the case, using their knowledge of business concepts, industry trends, and market research to identify the root cause of the problem and potential solutions.

Develop a solution: Based on their analysis, participants will develop a solution or strategy to address the problem, outlining specific steps and tactics to achieve their proposed solution.

Prepare a presentation: Once the solution is developed, participants will prepare a presentation to communicate their proposed solution to the judges. The presentation usually includes an executive summary, background information, the proposed solution, and an implementation plan.

Present the solution: Teams will present their solutions to the judges, typically within a set time limit. The presentation may include visual aids, such as slides, charts, or graphs, to help convey their ideas.

Q&A: After the presentation, the judges may ask questions to clarify the solution or challenge assumptions made by the team.

Award ceremony: After all the teams have presented, the judges will announce the winners of the competition, and prizes may be awarded to the top teams.

What is the objective of case competition?

The goal of a case competition is to develop critical thinking, analytical, and problem-solving skills, as well as teamwork and presentation skills. Participants are typically judged based on the quality of their analysis, the feasibility and creativity of their solution, and the clarity and persuasiveness of their presentation.

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Home Blog Business A Guide for Case Study Interview Presentations

A Guide for Case Study Interview Presentations

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

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

Table of Contents

What is a case study interview?

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

• Example Scenario 1

Example Scenario 2

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

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

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

• Interviewer-led interview
• Candidate led Interview

Interviewer led

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

Candidate led

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

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

Archetypes of Case Study Interviews

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

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

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

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

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

 Case study interview questions can be the following:

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

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

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

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

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

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

Case Study Interview Example Scenario 1

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step 1: Formulate the right question

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

For example:

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

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

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

Step 2: Building a Framework

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

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

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

Determine what proportion of phones are iPhones.

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

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

Step 3: Estimating and making assumptions

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

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

30 % x 240 million = 72 million iPhone users.

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

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

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

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

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

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

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

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Case study: 33-year-old female presents with chronic sob and cough.

Sandeep Sharma ; Muhammad F. Hashmi ; Deepa Rawat .

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Last Update: February 20, 2023 .

• Case Presentation

History of Present Illness:  A 33-year-old white female presents after admission to the general medical/surgical hospital ward with a chief complaint of shortness of breath on exertion. She reports that she was seen for similar symptoms previously at her primary care physician’s office six months ago. At that time, she was diagnosed with acute bronchitis and treated with bronchodilators, empiric antibiotics, and a short course oral steroid taper. This management did not improve her symptoms, and she has gradually worsened over six months. She reports a 20-pound (9 kg) intentional weight loss over the past year. She denies camping, spelunking, or hunting activities. She denies any sick contacts. A brief review of systems is negative for fever, night sweats, palpitations, chest pain, nausea, vomiting, diarrhea, constipation, abdominal pain, neural sensation changes, muscular changes, and increased bruising or bleeding. She admits a cough, shortness of breath, and shortness of breath on exertion.

Social History: Her tobacco use is 33 pack-years; however, she quit smoking shortly prior to the onset of symptoms, six months ago. She denies alcohol and illicit drug use. She is in a married, monogamous relationship and has three children aged 15 months to 5 years. She is employed in a cookie bakery. She has two pet doves. She traveled to Mexico for a one-week vacation one year ago.

Allergies:  No known medicine, food, or environmental allergies.

Past Medical History: Hypertension

Past Surgical History: Cholecystectomy

Medications: Lisinopril 10 mg by mouth every day

Physical Exam:

Vitals: Temperature, 97.8 F; heart rate 88; respiratory rate, 22; blood pressure 130/86; body mass index, 28

General: She is well appearing but anxious, a pleasant female lying on a hospital stretcher. She is conversing freely, with respiratory distress causing her to stop mid-sentence.

Respiratory: She has diffuse rales and mild wheezing; tachypneic.

Cardiovascular: She has a regular rate and rhythm with no murmurs, rubs, or gallops.

Gastrointestinal: Bowel sounds X4. No bruits or pulsatile mass.

• Initial Evaluation

Laboratory Studies:  Initial work-up from the emergency department revealed pancytopenia with a platelet count of 74,000 per mm3; hemoglobin, 8.3 g per and mild transaminase elevation, AST 90 and ALT 112. Blood cultures were drawn and currently negative for bacterial growth or Gram staining.

Chest X-ray

Impression:  Mild interstitial pneumonitis

• Differential Diagnosis
• Aspiration pneumonitis and pneumonia
• Bacterial pneumonia
• Immunodeficiency state and Pneumocystis jiroveci pneumonia
• Carcinoid lung tumors
• Tuberculosis
• Viral pneumonia
• Chlamydial pneumonia
• Coccidioidomycosis and valley fever
• Recurrent Legionella pneumonia
• Mediastinal cysts
• Mediastinal lymphoma
• Recurrent mycoplasma infection
• Pancoast syndrome
• Pneumococcal infection
• Sarcoidosis
• Small cell lung cancer
• Aspergillosis
• Blastomycosis
• Histoplasmosis
• Actinomycosis
• Confirmatory Evaluation

CT of the chest was performed to further the pulmonary diagnosis; it showed a diffuse centrilobular micronodular pattern without focal consolidation.

On finding pulmonary consolidation on the CT of the chest, a pulmonary consultation was obtained. Further history was taken, which revealed that she has two pet doves. As this was her third day of broad-spectrum antibiotics for a bacterial infection and she was not getting better, it was decided to perform diagnostic bronchoscopy of the lungs with bronchoalveolar lavage to look for any atypical or rare infections and to rule out malignancy (Image 1).

Bronchoalveolar lavage returned with a fluid that was cloudy and muddy in appearance. There was no bleeding. Cytology showed Histoplasma capsulatum .

Based on the bronchoscopic findings, a diagnosis of acute pulmonary histoplasmosis in an immunocompetent patient was made.

Pulmonary histoplasmosis in asymptomatic patients is self-resolving and requires no treatment. However, once symptoms develop, such as in our above patient, a decision to treat needs to be made. In mild, tolerable cases, no treatment other than close monitoring is necessary. However, once symptoms progress to moderate or severe, or if they are prolonged for greater than four weeks, treatment with itraconazole is indicated. The anticipated duration is 6 to 12 weeks total. The response should be monitored with a chest x-ray. Furthermore, observation for recurrence is necessary for several years following the diagnosis. If the illness is determined to be severe or does not respond to itraconazole, amphotericin B should be initiated for a minimum of 2 weeks, but up to 1 year. Cotreatment with methylprednisolone is indicated to improve pulmonary compliance and reduce inflammation, thus improving work of respiration. [1] [2] [3]

Histoplasmosis, also known as Darling disease, Ohio valley disease, reticuloendotheliosis, caver's disease, and spelunker's lung, is a disease caused by the dimorphic fungi  Histoplasma capsulatum native to the Ohio, Missouri, and Mississippi River valleys of the United States. The two phases of Histoplasma are the mycelial phase and the yeast phase.

Etiology/Pathophysiology 

Histoplasmosis is caused by inhaling the microconidia of  Histoplasma  spp. fungus into the lungs. The mycelial phase is present at ambient temperature in the environment, and upon exposure to 37 C, such as in a host’s lungs, it changes into budding yeast cells. This transition is an important determinant in the establishment of infection. Inhalation from soil is a major route of transmission leading to infection. Human-to-human transmission has not been reported. Infected individuals may harbor many yeast-forming colonies chronically, which remain viable for years after initial inoculation. The finding that individuals who have moved or traveled from endemic to non-endemic areas may exhibit a reactivated infection after many months to years supports this long-term viability. However, the precise mechanism of reactivation in chronic carriers remains unknown.

Infection ranges from an asymptomatic illness to a life-threatening disease, depending on the host’s immunological status, fungal inoculum size, and other factors. Histoplasma  spp. have grown particularly well in organic matter enriched with bird or bat excrement, leading to the association that spelunking in bat-feces-rich caves increases the risk of infection. Likewise, ownership of pet birds increases the rate of inoculation. In our case, the patient did travel outside of Nebraska within the last year and owned two birds; these are her primary increased risk factors. [4]

Non-immunocompromised patients present with a self-limited respiratory infection. However, the infection in immunocompromised hosts disseminated histoplasmosis progresses very aggressively. Within a few days, histoplasmosis can reach a fatality rate of 100% if not treated aggressively and appropriately. Pulmonary histoplasmosis may progress to a systemic infection. Like its pulmonary counterpart, the disseminated infection is related to exposure to soil containing infectious yeast. The disseminated disease progresses more slowly in immunocompetent hosts compared to immunocompromised hosts. However, if the infection is not treated, fatality rates are similar. The pathophysiology for disseminated disease is that once inhaled, Histoplasma yeast are ingested by macrophages. The macrophages travel into the lymphatic system where the disease, if not contained, spreads to different organs in a linear fashion following the lymphatic system and ultimately into the systemic circulation. Once this occurs, a full spectrum of disease is possible. Inside the macrophage, this fungus is contained in a phagosome. It requires thiamine for continued development and growth and will consume systemic thiamine. In immunocompetent hosts, strong cellular immunity, including macrophages, epithelial, and lymphocytes, surround the yeast buds to keep infection localized. Eventually, it will become calcified as granulomatous tissue. In immunocompromised hosts, the organisms disseminate to the reticuloendothelial system, leading to progressive disseminated histoplasmosis. [5] [6]

Symptoms of infection typically begin to show within three to17 days. Immunocompetent individuals often have clinically silent manifestations with no apparent ill effects. The acute phase of infection presents as nonspecific respiratory symptoms, including cough and flu. A chest x-ray is read as normal in 40% to 70% of cases. Chronic infection can resemble tuberculosis with granulomatous changes or cavitation. The disseminated illness can lead to hepatosplenomegaly, adrenal enlargement, and lymphadenopathy. The infected sites usually calcify as they heal. Histoplasmosis is one of the most common causes of mediastinitis. Presentation of the disease may vary as any other organ in the body may be affected by the disseminated infection. [7]

The clinical presentation of the disease has a wide-spectrum presentation which makes diagnosis difficult. The mild pulmonary illness may appear as a flu-like illness. The severe form includes chronic pulmonary manifestation, which may occur in the presence of underlying lung disease. The disseminated form is characterized by the spread of the organism to extrapulmonary sites with proportional findings on imaging or laboratory studies. The Gold standard for establishing the diagnosis of histoplasmosis is through culturing the organism. However, diagnosis can be established by histological analysis of samples containing the organism taken from infected organs. It can be diagnosed by antigen detection in blood or urine, PCR, or enzyme-linked immunosorbent assay. The diagnosis also can be made by testing for antibodies again the fungus. [8]

Pulmonary histoplasmosis in asymptomatic patients is self-resolving and requires no treatment. However, once symptoms develop, such as in our above patient, a decision to treat needs to be made. In mild, tolerable cases, no treatment other than close monitoring is necessary. However, once symptoms progress to moderate or severe or if they are prolonged for greater than four weeks, treatment with itraconazole is indicated. The anticipated duration is 6 to 12 weeks. The patient's response should be monitored with a chest x-ray. Furthermore, observation for recurrence is necessary for several years following the diagnosis. If the illness is determined to be severe or does not respond to itraconazole, amphotericin B should be initiated for a minimum of 2 weeks, but up to 1 year. Cotreatment with methylprednisolone is indicated to improve pulmonary compliance and reduce inflammation, thus improving the work of respiration.

The disseminated disease requires similar systemic antifungal therapy to pulmonary infection. Additionally, procedural intervention may be necessary, depending on the site of dissemination, to include thoracentesis, pericardiocentesis, or abdominocentesis. Ocular involvement requires steroid treatment additions and necessitates ophthalmology consultation. In pericarditis patients, antifungals are contraindicated because the subsequent inflammatory reaction from therapy would worsen pericarditis.

Patients may necessitate intensive care unit placement dependent on their respiratory status, as they may pose a risk for rapid decompensation. Should this occur, respiratory support is necessary, including non-invasive BiPAP or invasive mechanical intubation. Surgical interventions are rarely warranted; however, bronchoscopy is useful as both a diagnostic measure to collect sputum samples from the lung and therapeutic to clear excess secretions from the alveoli. Patients are at risk for developing a coexistent bacterial infection, and appropriate antibiotics should be considered after 2 to 4 months of known infection if symptoms are still present. [9]

Prognosis 

If not treated appropriately and in a timely fashion, the disease can be fatal, and complications will arise, such as recurrent pneumonia leading to respiratory failure, superior vena cava syndrome, fibrosing mediastinitis, pulmonary vessel obstruction leading to pulmonary hypertension and right-sided heart failure, and progressive fibrosis of lymph nodes. Acute pulmonary histoplasmosis usually has a good outcome on symptomatic therapy alone, with 90% of patients being asymptomatic. Disseminated histoplasmosis, if untreated, results in death within 2 to 24 months. Overall, there is a relapse rate of 50% in acute disseminated histoplasmosis. In chronic treatment, however, this relapse rate decreases to 10% to 20%. Death is imminent without treatment.

• Pearls of Wisdom

While illnesses such as pneumonia are more prevalent, it is important to keep in mind that more rare diseases are always possible. Keeping in mind that every infiltrates on a chest X-ray or chest CT is not guaranteed to be simple pneumonia. Key information to remember is that if the patient is not improving under optimal therapy for a condition, the working diagnosis is either wrong or the treatment modality chosen by the physician is wrong and should be adjusted. When this occurs, it is essential to collect a more detailed history and refer the patient for appropriate consultation with a pulmonologist or infectious disease specialist. Doing so, in this case, yielded workup with bronchoalveolar lavage and microscopic evaluation. Microscopy is invaluable for definitively diagnosing a pulmonary consolidation as exemplified here where the results showed small, budding, intracellular yeast in tissue sized 2 to 5 microns that were readily apparent on hematoxylin and eosin staining and minimal, normal flora bacterial growth. 

• Enhancing Healthcare Team Outcomes

This case demonstrates how all interprofessional healthcare team members need to be involved in arriving at a correct diagnosis. Clinicians, specialists, nurses, pharmacists, laboratory technicians all bear responsibility for carrying out the duties pertaining to their particular discipline and sharing any findings with all team members. An incorrect diagnosis will almost inevitably lead to incorrect treatment, so coordinated activity, open communication, and empowerment to voice concerns are all part of the dynamic that needs to drive such cases so patients will attain the best possible outcomes.

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Histoplasma Contributed by Sandeep Sharma, MD

Disclosure: Sandeep Sharma declares no relevant financial relationships with ineligible companies.

Disclosure: Muhammad Hashmi declares no relevant financial relationships with ineligible companies.

Disclosure: Deepa Rawat declares no relevant financial relationships with ineligible companies.

This book is distributed under the terms of the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International (CC BY-NC-ND 4.0) ( http://creativecommons.org/licenses/by-nc-nd/4.0/ ), which permits others to distribute the work, provided that the article is not altered or used commercially. You are not required to obtain permission to distribute this article, provided that you credit the author and journal.

• Cite this Page Sharma S, Hashmi MF, Rawat D. Case Study: 33-Year-Old Female Presents with Chronic SOB and Cough. [Updated 2023 Feb 20]. In: StatPearls [Internet]. Treasure Island (FL): StatPearls Publishing; 2024 Jan-.

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