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1.2 Research Methods in Psychology

4 min read • january 5, 2023

Sadiyya Holsey

Jillian Holbrook

Overview of Research Methods

There are various types of research methods in psychology with different purposes, strengths, and weaknesses.

Whenever researchers want to prove or find causation, they would run an experiment.

An experiment you'll learn about in Unit 9 that was run by Solomon Asch investigated the extent to which one would conform to a group's ideas.

Image Courtesy of Wikipedia .

Each person in the room would have to look at these lines above and state which one they thought was of similar length to the original line. The answer was, of course, obvious, but Asch wanted to see if the "real participant" would conform to the views of the rest of the group.

Asch gathered together what we could call "fake participants" and told them not to say line C. The "real participant" would then hear wrong answers, but they did not want to be the odd one out, so they conformed with the rest of the group and represented the majority view.

In this experiment, the "real participant" was the control group , and about 75% of them, over 12 trials, conformed at least once.

Correlational Study

There could be a correlational study between anything. Say you wanted to see if there was an association between the number of hours a teenager sleeps and their grades in high school. If there was a correlation, we cannot say that sleeping a greater number of hours causes higher grades. However, we can determine that they are related to each other. 💤

Remember in psychology that a correlation does not prove causation!

Survey Research

Surveys are used all the time, especially in advertising and marketing. They are often distributed to a large number of people, and the results are returned back to researchers.

Naturalistic Observation

If a student wanted to observe how many people fully stop at a stop sign, they could watch the cars from a distance and record their data. This is a naturalistic observation since the student is in no way influencing the results.

A notable psychological case study is the study of Phineas Gage :

Image Courtesy of Vermont Journal

Phineas Gage was a railroad construction foreman who survived a severe brain injury in 1848. The accident occurred when an iron rod was accidentally driven through Gage's skull, damaging his frontal lobes . Despite the severity of the injury, Gage was able to walk and talk immediately after the accident and appeared to be relatively uninjured.

However, Gage's personality underwent a dramatic change following the injury. He became impulsive, irresponsible, and prone to outbursts of anger, which were completely out of character for him before the accident. Gage's case is famous in the history of psychology because it was one of the first to suggest that damage to the frontal lobes of the brain can have significant effects on personality and behavior.

Key Terms to Review ( 27 )

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AP ® Research Handbook

Chapter 2 literature review.

List resources for conducting literature review. Show example of literature review with inline citations. Show ways to keep track of sources for bibliography.

• contains example literature reviews from political science, philosophy, and chemistry.

Consider using a reference management system like Mendeley to organize your sources as you conduct your literature review. In fact, Mendeley has a Literature Search function, so you can manage sources and conduct literature reviews at the same time. See the Bibliography Management Section for more information on managing sources.

Databases for Literature Reviews

• Browse by subjects in the humanities and sciences. This can be your starting point if you have not developed a research topic.
• Open-access journal articles in fields such as mathematics, statistics, economics, physics, quantitative biology, quantiative finance, and electrical engineering
• arXiv to BibTex : Outputs automated citations in BibTeX and other formats by typing the arXiv number of the article. For instance, just type in 1905.03758 into the search engine if the article is labeled arXiv: 1905.03758.
• Alternatively, use Mendeley Web Importer to import article into Mendeley Desktop for automated citation outputs.
• Download Mendeley Desktop and register for a free account. Mendeley Desktop syncs with your online Mendeley account, but the literature search is currently only available in the desktop version.
• Mendeley is primarly a reference managements software, so you can organize your citations as you conduct your literature review.
• Search engine with the world’s largest collectin of open-access research papers.
• For batch searches of metadata and full texts, you may consider requesting a free API key to use the Core API .
• Search for content, authors, collections, and journals in the advanced search , where you have the option to search by discipline or key word.
• Search for articles in clincial sciences, biochemistry, public health, physical chemistry, and materials engineering.
• Search open-access journals and dissertations. Note that dissertations can vary in quality, since they have not gone through peer review.
• AP Research students should have access to a free EBSCO account from the AP Capstone program.
• Many of the social science articles are free access.
• Search for articles related to to education research.
• The search engine includes the open to search for full-text articles.
• Index of major computer science publications.
• Option to search for open-access articles.
• Search for journal articles, working papers, and conference papers in economics and business.
• You can sign up for a free MyJSTOR account to access up to six articles a month for free.
• This may be helpful for accessing articles that are not open access.

Tips for Accessing Paywalled Articles

• Search for the author’s website. Many researchers have draft manuscripts on their websites or research profiles on sites such as ResearchGate .
• Consult your school’s research librarian for other ways to access the article.
• Send the author an e-mail to request for a digital copy of the article. You should provide context in the e-mail request by including a brief description of your AP Research project and its relevance and connection to the author’s article.

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The Advanced Placement (AP) curriculum is administered by the College Board and serves as a standardized set of year-long high school classes that are roughly equivalent to one semester of college-level coursework. Although most students enroll in an actual course to prepare for their AP exams, many others will self-study for the exams without enrolling in the actual AP class.

AP classes are generally stand-alone subjects that easily translate to traditional college courses. Typically, they culminate in a standardized exam on which students are graded using a 5-point scale, which colleges and universities will use to determine credit or advanced standing. Starting in fall of 2014, though, this traditional AP course and exam format has begun to adapt in efforts by the College Board to reflect less stringent rote curriculum and a heavier emphasis on critical thinking skills.

The AP Capstone program is at the center of these changes, and its culmination course is AP Research. If you are interested in learning more about the AP Research Course and Assessment, and how they can prepare you for college-level work, read on for CollegeVine’s Ultimate Guide to the AP Research Course and Assessment.

About the Course and Assessment

The AP Research course is the second of two classes required for the AP Capstone™ Diploma . In order to enroll in this course you need to have completed the AP Seminar course during a previous year. Through that course, you will have learned to collect and analyze information with accuracy and precision, developed arguments based on facts, and effectively communicated your conclusions. During the AP Research course, you apply these skills on a larger platform. In the AP Research course, you can expect to learn and apply research methods and practices to address a real-world topic of your choosing, with the end result being the production and defense of a scholarly academic paper. Students who receive a score of 3 or higher on both the AP Seminar and AP Research courses earn an AP Seminar and Research Certificate™. Students who receive a score of 3 or higher on both courses and on four additional AP exams of their choosing receive the AP Capstone Diploma™.    

The AP Research course will guide you through the design, planning, and implementation of a year-long, research-based investigation to address a research question of interest to you. While working with an expert advisor, chosen by you with the help of your teacher, you will explore an academic topic, problem, or issue of your choosing and cultivate the skills and discipline necessary to conduct independent research and produce and defend a scholarly academic paper. Through explicit instruction in research methodology, ethical research practices, and documentation processes, you will develop a portfolio of scholarly work to frame your research paper and subsequent presentation of it.

Although the core content and skills remain standardized for every AP Research course, the implementation of this instruction may vary. Some AP Research courses may have a specific disciplinary focus wherein the course content is rooted in a specific subject, such as AP Research STEM Inquiries or AP Research Performing and Visual Arts. Similarly, other AP Research courses are offered in conjunction with a separate and specific AP class, such as AP Research and AP Biology wherein students are concurrently enrolled in both AP courses and content is presented in a cross-curricular approach. Alternatively, AP Research may be presented in the form of an internship wherein students who are already working with a discipline-specific expert adviser conduct independent studies and research of the student’s choosing while taking the AP Research class. Finally, some AP Research courses are delivered independently as a research methods class. In this style of class, students develop inquiry methods for the purpose of determining which method best fits their chosen topic of inquiry/research question, and each student then uses a selected method to complete his or her investigation.    

Only schools that currently offer the AP Capstone Diploma may offer the AP Research course. Because it is a part of a larger comprehensive, skills-based program, students may not self-study for the AP Research course or final paper. At this time, home-schooled students, home-school organizations, and online providers are not eligible to participate in AP Capstone.

Your performance in the AP Research course is assessed through two performance tasks. The first is the Academic Paper, which accounts for 75% of your total AP score. In this paper, you will present the findings of your yearlong research in 4,000-5,000 words. Although the official submission deadline for this task is April 30, the College Board strongly recommends that this portion of your assessment be completed by April 15 in order to allow enough time for the second of your performance tasks.

The second performance task is your Presentation and Oral Defense, which accounts for the remaining 25% of your total AP score. Using your research topic, your will prepare a 15-20 minute presentation in an appropriate format with appropriate accompanying media. Your defense will include fielding three to four questions from a panel consisting of your AP Research teacher and two additional panel members chosen at the discretion of your teacher.    

In 2016, fewer than 3,000 students submitted an AP Research project, but enrollment is projected to grow rapidly, since 12,000 students took the AP Seminar assessment in 2016 and most will presumably go on to submit an AP Research project in 2017. Scores from the 2016 AP Research projects reveal a high pass rate (score of three or higher) but a difficult rate of mastery. While 67.1% of students taking the assessments scored a three or higher, only 11.6% received the highest score of a five, while nearly 40% received a three. Only 2% of students submitting research projects received the lowest score of one.    

A full course description that can help to guide your planning and understanding of the knowledge required for the AP Research course and assessments can be found in the College Board course description .

Read on for tips for successfully completing the AP Research course.

How Should I Prepare for the AP Research Course?

As you undertake the AP Research course and performance tasks, you will be expected to conduct research, write a scholarly paper, and defend your work in a formal presentation.   Having already completed the AP Seminar course, these skills should be familiar to you. You should use your scores on the AP Seminar performance task to help guide your preparations for the AP Research performance tasks.

Carefully review your scores from AP Seminar. Make sure you understand where points were lost and why. It may be helpful to schedule a meeting with your AP Seminar teacher to review your work. Alternatively, your AP Research teacher may be willing to go over your AP Seminar projects with you. You might also ask a classmate to review your projects together to get a better idea of where points were earned and where points were lost. Use this review as a jumping point for your AP Research studies. You should go into the course with a good idea of where your strengths lie, and where you need to focus on improving.

A sample timeline for the AP Research course is available on page 36 of the course description . One detail worth noting is that the recommended timeline actually begins not in September with the start of the new school year, but instead begins in May with the completion of the AP Seminar course during the previous school year. It is then that you should begin to consider research topics, problems, or ideas. By September of the following school year, it is recommended that you have already finalized a research question and proposal, completed an annotated bibliography, and prepared to begin a preliminary inquiry proposal for peer review.    

What Content Will I Be Held Accountable For During the AP Research Course?

To be successful in the AP Research class, you will begin with learning to investigate relevant topics, compose insightful problem statements, and develop compelling research questions, with consideration of scope, to extend your thinking.   Your teacher will expect you to demonstrate perseverance through setting goals, managing time, and working independently on a long-term project. Specifically, you will prepare for your research project by:

• Identifying, applying, and implementing appropriate methods for research and data collection
• Accessing information using effective strategies
• Evaluating the relevance and credibility of information from sources and data
• Reading a bibliography for the purpose of understanding that it is a source for other research and for determining context, credibility, and scope
• Attributing knowledge and ideas accurately and ethically, using an appropriate citation style
• Evaluating strengths and weaknesses of others’ inquiries and studies

As in the AP Research course, you will continue to investigate real-world issues from multiple perspectives, gathering and analyzing information from various sources in order to develop credible and valid evidence- based arguments. You will accomplish this through instruction in the AP Research Big Ideas, also called the QUEST Framework. These include:

• Question and Explore: Questioning begins with an initial exploration of complex topics or issues. Perspectives and questions emerge that spark one’s curiosity, leading to an investigation that challenges and expands the boundaries of one’s current knowledge.
• Understand and Analyze Arguments: Understanding various perspectives requires contextualizing arguments and evaluating the authors’ claims and lines of reasoning.
• Evaluate Multiple Perspectives: Evaluating an issue involves considering and evaluating multiple perspectives, both individually and in comparison to one another.
• Synthesize Ideas: Synthesizing others’ ideas with one’s own may lead to new understandings and is the foundation of a well-reasoned argument that conveys one’s perspective.
• Team, Transform, and Transmit: Teaming allows one to combine personal strengths and talents with those of others to reach a common goal. Transformation and growth occur upon thoughtful reflection. Transmitting requires the adaptation of one’s message based on audience and context.

In addition, you will use four distinct reasoning processes as you approach your research. The reasoning processes are situating, choosing, defending , and connecting . When you situate ideas, you are aware of their context in your own perspective and the perspective of others, ensuring that biases do not lead to false assumptions. When you make choices about ideas and themes, you recognize that these choices will have both intended and unintentional consequences. As you defend your choices, you explain and justify them using a logical line of reasoning. Finally, when you connect ideas you see intersections within and/or across concepts, disciplines, and cultures.

For a glossary of research terms that you should become familiar with, see page 62 of the course description .

How Will I Know If I’m Doing Well in the AP Research Course?

Because your entire score for the AP Research course is determined by your research paper and presentation, which come at the very end of the course, it can be difficult to gauge your success until that point. Do yourself a favor and do not wait until your final scores come back to determine how successful you have been in the course.

As you undertake the AP Research course, there will be many opportunities for formative assessments throughout the semester. These assessments are used to give both you and your teacher an idea of the direction of instruction needed for you to master the skills required in the AP Research course. You should use these assessments to your advantage and capitalize on the feedback you receive through each. A list of possible activities used for these assessments can be found on page 41 of the course description .

Another way that you and your teacher will track your progress is through your Process and Reflection Portfolio (PREP). The PREP serves to document your development as you investigate your research questions, thereby providing evidence that you have demonstrated a sustained effort during the entire inquiry process. You will review your PREP periodically with your teacher, who will use it as a formative assessment to evaluate your progress.

Throughout the course, you will be assigned prompts and questions to respond to in your PREP. You will use this portfolio to document your research or artistic processes, communication with your expert adviser, and reflections on your thought processes. You should also write freely, journaling about your strengths and weaknesses with regard to implementing such processes and developing your arguments or aesthetic rationales. 

Your final PREP should include:

• Table of contents
• Completed and approved proposal form
• Specific pieces of work selected by the student to represent what he or she considers to be the best showcase for his or her work. (Examples might include: in-class (teacher-directed) free-writing about the inquiry process, resource list, annotated bibliography of any source important to the student’s work, photographs, charts, spreadsheets, and/or links to videos or other relevant visual research/project artifacts, draft versions of selected sections of the academic paper, or notes in preparation for presentation and oral defense.)
• Documentation of permission(s) received from primary sources, if required — for example, permission(s) from an IRB or other agreements with individuals, institutions, or organizations that provide primary and private data such as interviews, surveys, or investigations
• Documentation or log of the student’s interaction with expert adviser(s) and the role the expert adviser(s) played in the student’s learning and inquiry process (e.g., What areas of expertise did the expert adviser have that the student needed to draw from? Did the student get the help he or she needed — and if not, what did he or she do to ensure that the research process was successful? Which avenues of exploration did the expert adviser help the student to discover?)
• Questions asked to and feedback received from peer and adult reviewers both in the initial stages and at key points along the way
• Reflection on whether or not the feedback was accepted or rejected and why
• Attestation signed by the student which states, “I hereby affirm that the work contained in this Process and Reflection Portfolio is my own and that I have read and understand the AP Capstone TM Policy on Plagiarism and Falsification or Fabrication of Information”

It cannot be stressed enough how important it is to maintain strong communications with your teacher as you progress through the AP Research course. Not only is your teacher your best resource for learning new skills and knowledge, but also it is your teacher who will be responsible for grading your final performance tasks and as such, you should always have a strong understanding of how your work is being assessed and the ways in which you can improve it. Remember, your teacher wants you to succeed just as much as you do; work together as a team to optimize your chances.

How Should I Choose a Research Topic?

You will begin to consider research topics before the school year even starts. If your AP Research class is offered in conjunction with another course, such as those rooted in a specific subject or linked to another concurrent AP course, you will have some idea of the direction in which your research should head. Regardless of whether you know the precise subject matter of your topic, you should begin by asking yourself what you want to know, learn, or understand. The AP Research class provides a unique opportunity for you to guide your own learning in a direction that is genuinely interesting to you. You will find your work more engaging, exciting, and worthwhile if you choose a topic that you want to learn more about.

As you begin to consider research topics, you should:

• Develop a list of topics and high-level questions that spark your interest to engage in an individual research project
• Identify potential expert advisers to guide you in the planning and development of your research project (For tips on how to find a mentor, read CollegeVine’s “ How to Choose a Winning Science Fair Project Idea ”)
• Identify potential opportunities (if you are interested) to perform primary research with an expert adviser during the summer, via internships or summer research projects for high school students offered in the community and local higher education institutions
• Discuss research project planning skills and ideas with students who are currently taking or have already taken the AP Research course

You might also find inspiration from reading about past AP Research topics. One list of potential research questions can be found here and another can be found here . Keep in mind that these lists make great starting points and do a good job of getting you thinking about important subjects, but your research topic should ultimately be something that you develop independently as the result of careful introspection, discussions with your teacher and peers, and your own preliminary research.

Finally, keep in mind that if you pursue a research project that involves human subjects, your proposal will need to be reviewed and approved by an institutional review board (IRB) before experimentation begins. Talk with your teacher to decide if this is the right path for you before you get too involved in a project that may not be feasible.

Once you have decided on a research topic, complete an Inquiry Proposal Form. This will be distributed by your teacher and can also be found on page 55 of the course description .

How Do I Conduct My Research?

By the time you begin your AP Research course, you will have already learned many of the basics about research methods during your AP Seminar course. You should be comfortable collecting and analyzing information with accuracy and precision, developing arguments based on facts, and effectively communicating your point of view. These will be essential skills as you move forward in your AP Research project.

As you undertake your work, remember the skills you’ve already learned about research:

• Use strategies to aid your comprehension as you tackle difficult texts.
• Identify the author’s main idea and the methods that he or she uses to support it.
• Think about biases and whether other perspectives are acknowledged.
• Assess the strength of research, products, and arguments.
• Look for patterns and trends as you strive to make connections between multiple arguments.
• Think about what other issues, questions, or topics could be explored further.

You should be certain to keep track of all sources used in your research and cite them appropriately. The College Board has a strict policy against plagiarism. You can read more about its specifics on page 60 of the course description .

How Do I Write My Paper?

Before you begin writing your final paper, make sure to thoroughly read the Task Overview handout which will be distributed by your teacher. If you would like to see it beforehand, it can be found on page 56 of the course description . You should also review the outline of required paper sections on page 49 of the course description .

Your paper must contain the following sections:

› Introduction

› Method, Process, or Approach

› Results, Product, or Findings

› Discussion, Analysis, and/or Evaluation

› Conclusion and Future Directions

› Bibliography

Before you begin writing, organize your ideas and findings into an outline using the sections listed above. Be sure to consider how you can connect and analyze the evidence in order to develop an argument and support a conclusion. Also think about if there are any alternate conclusions that could be supported by your evidence and how you can acknowledge and account for your own biases and assumptions. 

Begin your paper by introducing and contextualizing your research question or problem. Make sure to include your initial assumptions and/or hypothesis. Next, include a literature review of previous work in the field and various perspectives on your topic. Use the literature review to highlight the gap in the current field of knowledge to be addressed by your research project. Then, explain and justify your methodology, present your findings, evidence, or data, and interpret the significance of these findings. Discuss implications for further research or limitations of your existing project. Finally, reflect on the project, how it could impact its field, and any possible next steps. Your paper should conclude with a comprehensive bibliography including all of the sources used in your process.

Make sure to proofread and edit your paper yourself, have it proofread and edited by a friend, and then proofread and edit it again before you complete your final draft.

How Do I Prepare For My Oral Defense?

Once your paper is finished, you may be tempted to sit back and rest on your laurels. Although you’ve no doubt expended a tremendous about of energy in producing a final product you can be proud of, don’t forget that the work is not over yet. Your oral defense accounts for 25% of your total score so it should be taken seriously.

Your oral defense is a 15-20 minute presentation that uses appropriate media to present your findings to an oral defense panel. You may choose any appropriate format for your presentation, as long as the presentation reflects the depth of your research. If your academic paper was accompanied by an additional piece of scholarly work (e.g., performance, exhibit, product), you should arrange with your teacher for him or her, along with the panelists, to view the scholarly work prior to your presentation.

As you plan your presentation, consider how you can best appeal to your audience. Consider different mediums for your presentation, and how those mediums might affect your credibility as a presenter. You want to be engaging to your audience while still being taken seriously.

Following your presentation, you will field three or four questions from your panelists. These will include one question pertaining to your research or inquiry process, one question focused on your depth of understanding, and one question about your reflection throughout the inquiry process as evidenced in your PREP. The fourth question and any follow-up questions are at the discretion of the panel. A list of sample oral defense questions begins on page 52 of the course description . For a complete outline of the oral defense, see page 49 of the course description . 

How Will My Work Be Assessed?

Because this assessment is only available to students enrolled in the AP Capstone program, your teacher will register you for the assessment when you enroll in the course. You should confirm with your teacher that you are registered for the assessment no later than March 1. 

You will submit your final paper and complete your oral presentation no later than April 30, at which point your teacher will submit your work and scores through an AP Digital Portfolio. Your presentation will be scored by your teacher alone. Your paper will be scored by your teacher and validated by the College Board.

You may find the scoring rubric from the 2016 performance tasks available here . You may find a collection authentic student research papers and scoring explanations available here .

Preparing for any AP assessment can be a stressful process. Having a specific plan of attack and a firm grasp of how your work is assessed will help you to feel prepared and score well. Use CollegeVine’s Ultimate Guide to the AP Research Course and Assessment to help shape your understanding of the course and how to complete your performance tasks effectively. When submission day arrives, you should feel better prepared and informed about the work you have produced.

For more about information about APs, check out these CollegeVine posts:

• Can AP Tests Actually Save You Thousands of Dollars?

• Should I Take AP/IB/Honors Classes?

• How to Choose Which AP Courses and Exams to Take

• What If My School Doesn’t Offer AP or IB Courses?

• Are All APs Created Equal in Admissions?

Want access to expert college guidance — for free? When you create your free CollegeVine account, you will find out your real admissions chances, build a best-fit school list, learn how to improve your profile, and get your questions answered by experts and peers—all for free. Sign up for your CollegeVine account today to get a boost on your college journey.

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AP Psychology: Research Methods Notes

Key Takeaways: Research Methods

• The study of psychology relies on a diverse array of qualitative and quantitative research methods, including observations, case studies, surveys, and controlled experiments.
• Psychological research is carefully designed so that researchers can be confident about using results to draw conclusions about real-life phenomena. This is done by controlling variables, creating representative samples, controlling for internal and external validity, and operationalizing definitions and measurements.
• Researchers use statistics to analyze and make sense of the data gathered in a research study. This involves the use of descriptive statistics like measures of central tendency and dispersion, as well as inferential statistics for making generalizations based on the data.
• Because psychological study often involves the participation of human subjects, researchers must abide by established ethical principles and practices as well as legal guidelines while conducting research.

Research Methods Key Terms

Types of psychological research.

• Quantitative research: Research that uses operational measurements and statistical techniques to reach conclusions on the basis of numerical data, such as correlational studies and experiments.
• Qualitative research: Research that does not rely on numerical representations of data, such as naturalistic observations, unstructured interviews, and case studies.
• Correlation coefficient: A number (symbolized by r ) between −1 and +1, which represents the strength and direction of the correlation between two variables. The closer the coefficient is to −1 or +1, the stronger the correlation between the variables.
• Positive correlation: An r value above 0, which indicates that two variables have a direct relationship: when one variable increases, the other also increases.
• Negative correlation: An r value below 0, which indicates that two variables have an inverse relationship: when one variable increases, the other decreases.
• Naturalistic observation: A research method, typically qualitative in nature and usually covert and undisclosed, that attempts to document behavior as it spontaneously occurs in a real world setting.
• Structured observation: A type of observational research typically conducted in a laboratory setting, where the researcher can control some aspects of the environment.
• Coding: The classification of behaviors into discrete categories, used especially in structured observations to achieve a level of consistency in recording and describing observations.
• Inter-rater reliability: A statistical measure of the degree of agreement between different codings of the same phenomena.
• Participant observation: A mostly qualitative research method in which the researcher becomes a member of a studied group, either overtly or covertly.
• Hawthorne effect: A phenomenon in which research subjects tend to alter their behavior in response to knowledge of being observed.
• Longitudinal study: A research design that examines how individuals develop by studying the same sample over a long period of time.
• Cross-sectional study: A research design conducted at a single point in time, comparing groups of differing ages to arrive at conclusions about development.
• Case study: A research design involving an in-depth and detailed examination of a single subject, or case, usually an individual or a small group.
• Survey: A mostly quantitative research method involving a list of questions filled out by a group of people to assess attitudes or opinions.
• Nonresponse bias: A distortion of data that can occur in surveys with a low response rate.
• Surveyor bias: A distortion of data that can occur when survey questions are written in a way that prompts respondents to answer a certain way.
• Experiments: Deliberately designed procedures used to test research hypotheses.
• Hypothesis: A proposed, testable explanation for a phenomenon, often constructed in the form of a statement about the relationship between two or more variables.
• Controlled experiment: A research design for testing a causal hypothesis, in which all aspects of the study are deliberately controlled and only independent variables are manipulated to isolate their effects on dependent variables.
• Field experiment: Experiments conducted out in the real world, with fewer controls than would be found in a lab.

Check out our full Research Methods Notes!

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Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

Table of Contents

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

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

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

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

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

Multiple-Case Study

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

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

Exploratory Case Study

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

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

Descriptive Case Study

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

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

Instrumental Case Study

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

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

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

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

Observations

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

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

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

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

How to conduct Case Study Research

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

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

Examples of Case Study

Here are some examples of case study research:

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

Application of Case Study

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

Business and Management

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

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

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

Social Sciences

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

Law and Ethics

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

Purpose of Case Study

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

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

Case studies can also serve other purposes, including:

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

Advantages of Case Study Research

There are several advantages of case study research, including:

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

Limitations of Case Study Research

There are several limitations of case study research, including:

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

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Case Study | Definition, Examples & Methods

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

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

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

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

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

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

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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Advanced Placement (AP)

AP Research is a class introduced by the College Board as a part of its new AP Capstone program. But what does it really involve? How can you do well?

In this article, I'll provide an overview of AP Research and give you some more information about whether you should take it and how you can be successful in the class.

What Is AP Research?

AP Research is the second course that students take in the AP Capstone program . It comes after AP Seminar.

If you take AP Seminar and AP Research, you will earn an AP Research and Seminar Certificate, and if you take both classes in addition to four other AP courses and exams, you will earn an AP Capstone Diploma. This program is very new (the College Board rolled out the full version in the fall of 2014), but you will most likely benefit from it in the college application process when schools see the types of advanced assignments you've completed in these research-focused classes.

In AP Research, students are encouraged to explore a topic or problem that interests them and design, plan, and conduct a year-long research project centered around it. The class represents the culmination of skills that students learn in AP Seminar, which include effectively analyzing sources, formulating coherent arguments backed up by evidence, and examining issues from differing points of view. Smaller research projects in AP Seminar will prepare you for the large-scale research project you will undertake in AP Research.

What Exactly Will You Do in AP Research?

AP Research consists entirely of a year-long research project. The end product is a 4000-5000 word academic paper and a 15-20 minute presentation with an oral defense. You will also be expected to compile the materials you used in your research into a portfolio. This piece of work is similar to a thesis project, so it’s good preparation for college academics. Topics for the research project are usually relatively open, but arguments for and against solutions to major problems in society tend to be the main focus. For example, you might investigate whether the government should invest more resources in finding and supporting sustainable energy sources.

In your academic paper, you will be expected to:

Introduce and contextualize your research question and your initial thoughts and hypotheses about it. In the case of my example, the research question might be "Should the government devote more resources to sustainable energy projects?" You would reflect on the question briefly here and share your initial uninformed opinions before diving into any research.

Review previous ideas and works on the subject and their arguments and perspectives. This is where you would address arguments for and against the adoption of policies to promote the use of sustainable energy. This section lays the groundwork for your arguments in later sections of the paper.

Explain your research method and why you approached the question this way. Here, you would discuss how you went about compiling sources for your research and how you collected the information. This lends credibility to your argument in the next section.

Present your findings and interpret their significance in connection to your research question. In this section, you would lay out your argument based on the evidence you discovered through your research. In the example, your argument might be that we should devote more resources to sustainable energy projects because the long term consequences of continuing to use non-renewable energy sources will be extremely dire. You could support this argument with research that you touched on in previous sections.

Discuss the implications and limitations of your findings and reflect on the process. This is where you would talk about any qualifiers related to your argument in the previous section. If you can't be absolutely sure of a conclusion that you drew or there is some speculation involved, you would go over those potential limitations. You would also talk about what your findings mean in a larger context.

Talk about potential next steps on the issue in view of these findings. Basically, this is the "so what?" section. This is where you would present your ideas for what practical steps the world might take based on your research. In the example, this could be something like providing better tax incentives for businesses that use renewable energy sources or rearranging money in the government's budget in a specific way so that more of it goes towards clean energy projects.

Provide a complete bibliography. This is pretty self-explanatory. You'll need to cite all your sources correctly and make sure that they're trustworthy.

After you turn in your paper, you will also deliver a 15-20 minute presentation to a panel of teachers in whatever format works best for your research. You'll be asked to give a defense of your findings after your presentation. Your AP Research teacher and two panel members chosen by your teacher will ask you three or four questions about your work, and you'll have to answer them based on your research. 

Should You Take AP Research?

First of all, you can only take AP Research if you take AP Seminar beforehand. Make sure you plan out your classes carefully if you want to end up in this class!

If you are looking to earn the AP Research and Seminar Certificate or the AP Capstone Diploma, you will need to take this class. Keep in mind that for the Capstone Diploma you’ll also need to take four more AP classes and exams.

Some colleges will offer you credit for taking these classes or will allow you to place out of introductory courses that are required for other students. This can make things a little easier on you during your freshman year.

You’ll also be better prepared for college academics if you take AP Research. You will already be familiar with the process of collecting research and using it to formulate an opinion on a topic. When you're assigned your first research paper, you’ll know exactly where to start.

Aside from those benefits, AP Research can be a fun way to explore a topic that genuinely interests you. You'll have a ton of freedom when it comes to choosing your topic, so you can explore almost any idea that you find compelling. AP Research is a good choice for students who are looking for a way to enrich their high school experience with independent research and enroll in competitive college programs.

How Can You Do Well in AP Research?

In AP Research, the most important rule for doing well is to avoid falling behind! ;Since your entire grade rests on one long-term project, you will need to make sure that you are diligent about staying on task throughout the year. It’s tempting to procrastinate when it seems like you have such a long time to complete the project, but you won’t get the most out of your research if you don’t spread out your work. You want to avoid turning in a sub-par project that you don’t believe in because you ran out of time.

I would also suggest that you finish doing all of your research before you start writing any part of your paper. It's hard to write a cohesive argument when you're adding to it piece by piece as you go along. It's best to compile all the information you need first, figure out your argument based on the evidence, and then start structuring your paper around it. This might seem obvious, but sometimes with these types of projects it's tempting to start working on the part that you actually have to turn in before you've fully explored all the background information.

In a related point, you should be flexible and accept that you may need to reframe your research question. You never know what dead ends you might hit or how you might need to change your project as you learn more about your topic. The best way to plan for these scenarios is to start your research early. The highest-quality projects will be those that adapt to new findings over time. You will have to defend your work, so you should be sure that you believe in the point of view that you’re selling and that it's backed up by solid evidence.

Finally, you should choose a research question that fascinates you. Working on a research project for a whole year can get tedious, and you don't want to be completely sick of your topic after a couple of months. Talk to your teacher about your interests so that you can work together to find a viable research question that will hold your focus.

AP Research is the second class in the AP Capstone program after AP Seminar. It's similar to an independent study class and consists entirely of one year-long research project on a topic of your choice. You will write a research paper summarizing your findings and then give an oral presentation followed by a defense of your argument.

AP Research can be a useful class for students who want to be well-prepared for college-level assignments. It's a great way to hone your skills in effectively conducting research and formulating arguments based on evidence. It also might be a nice break from your other classes because of the level of freedom it provides to students. It's an opportunity to learn more about nearly any topic or question that intrigues you!

What's Next?

Not sure if you can take AP Research at your school? Consult this article for a list of all the high schools that offer the AP Capstone program.

You should also take at this article for a detailed guide to which AP classes you should take in general.

If you're on the fence about AP classes in general, check out this article for more information on how AP classes and exams might benefit you.

Samantha is a blog content writer for PrepScholar. Her goal is to help students adopt a less stressful view of standardized testing and other academic challenges through her articles. Samantha is also passionate about art and graduated with honors from Dartmouth College as a Studio Art major in 2014. In high school, she earned a 2400 on the SAT, 5's on all seven of her AP tests, and was named a National Merit Scholar.

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The Ultimate Guide to Qualitative Research - Part 1: The Basics

• Introduction and overview
• What is qualitative research?
• What is qualitative data?
• Examples of qualitative data
• Qualitative vs. quantitative research
• Mixed methods
• Qualitative research preparation
• Theoretical perspective
• Theoretical framework
• Literature reviews

Research question

• Conceptual framework
• Conceptual vs. theoretical framework

Data collection

• Qualitative research methods
• Focus groups
• Observational research

What is a case study?

Applications for case study research, what is a good case study, process of case study design, benefits and limitations of case studies.

• Ethnographical research
• Ethical considerations
• Confidentiality and privacy
• Power dynamics
• Reflexivity

Case studies

Case studies are essential to qualitative research , offering a lens through which researchers can investigate complex phenomena within their real-life contexts. This chapter explores the concept, purpose, applications, examples, and types of case studies and provides guidance on how to conduct case study research effectively.

Whereas quantitative methods look at phenomena at scale, case study research looks at a concept or phenomenon in considerable detail. While analyzing a single case can help understand one perspective regarding the object of research inquiry, analyzing multiple cases can help obtain a more holistic sense of the topic or issue. Let's provide a basic definition of a case study, then explore its characteristics and role in the qualitative research process.

Definition of a case study

A case study in qualitative research is a strategy of inquiry that involves an in-depth investigation of a phenomenon within its real-world context. It provides researchers with the opportunity to acquire an in-depth understanding of intricate details that might not be as apparent or accessible through other methods of research. The specific case or cases being studied can be a single person, group, or organization – demarcating what constitutes a relevant case worth studying depends on the researcher and their research question .

Among qualitative research methods , a case study relies on multiple sources of evidence, such as documents, artifacts, interviews , or observations , to present a complete and nuanced understanding of the phenomenon under investigation. The objective is to illuminate the readers' understanding of the phenomenon beyond its abstract statistical or theoretical explanations.

Characteristics of case studies

Case studies typically possess a number of distinct characteristics that set them apart from other research methods. These characteristics include a focus on holistic description and explanation, flexibility in the design and data collection methods, reliance on multiple sources of evidence, and emphasis on the context in which the phenomenon occurs.

Furthermore, case studies can often involve a longitudinal examination of the case, meaning they study the case over a period of time. These characteristics allow case studies to yield comprehensive, in-depth, and richly contextualized insights about the phenomenon of interest.

The role of case studies in research

Case studies hold a unique position in the broader landscape of research methods aimed at theory development. They are instrumental when the primary research interest is to gain an intensive, detailed understanding of a phenomenon in its real-life context.

In addition, case studies can serve different purposes within research - they can be used for exploratory, descriptive, or explanatory purposes, depending on the research question and objectives. This flexibility and depth make case studies a valuable tool in the toolkit of qualitative researchers.

Remember, a well-conducted case study can offer a rich, insightful contribution to both academic and practical knowledge through theory development or theory verification, thus enhancing our understanding of complex phenomena in their real-world contexts.

What is the purpose of a case study?

Case study research aims for a more comprehensive understanding of phenomena, requiring various research methods to gather information for qualitative analysis . Ultimately, a case study can allow the researcher to gain insight into a particular object of inquiry and develop a theoretical framework relevant to the research inquiry.

Why use case studies in qualitative research?

Using case studies as a research strategy depends mainly on the nature of the research question and the researcher's access to the data.

Conducting case study research provides a level of detail and contextual richness that other research methods might not offer. They are beneficial when there's a need to understand complex social phenomena within their natural contexts.

The explanatory, exploratory, and descriptive roles of case studies

Case studies can take on various roles depending on the research objectives. They can be exploratory when the research aims to discover new phenomena or define new research questions; they are descriptive when the objective is to depict a phenomenon within its context in a detailed manner; and they can be explanatory if the goal is to understand specific relationships within the studied context. Thus, the versatility of case studies allows researchers to approach their topic from different angles, offering multiple ways to uncover and interpret the data .

The impact of case studies on knowledge development

Case studies play a significant role in knowledge development across various disciplines. Analysis of cases provides an avenue for researchers to explore phenomena within their context based on the collected data.

This can result in the production of rich, practical insights that can be instrumental in both theory-building and practice. Case studies allow researchers to delve into the intricacies and complexities of real-life situations, uncovering insights that might otherwise remain hidden.

Types of case studies

In qualitative research , a case study is not a one-size-fits-all approach. Depending on the nature of the research question and the specific objectives of the study, researchers might choose to use different types of case studies. These types differ in their focus, methodology, and the level of detail they provide about the phenomenon under investigation.

Understanding these types is crucial for selecting the most appropriate approach for your research project and effectively achieving your research goals. Let's briefly look at the main types of case studies.

Exploratory case studies

Exploratory case studies are typically conducted to develop a theory or framework around an understudied phenomenon. They can also serve as a precursor to a larger-scale research project. Exploratory case studies are useful when a researcher wants to identify the key issues or questions which can spur more extensive study or be used to develop propositions for further research. These case studies are characterized by flexibility, allowing researchers to explore various aspects of a phenomenon as they emerge, which can also form the foundation for subsequent studies.

Descriptive case studies

Descriptive case studies aim to provide a complete and accurate representation of a phenomenon or event within its context. These case studies are often based on an established theoretical framework, which guides how data is collected and analyzed. The researcher is concerned with describing the phenomenon in detail, as it occurs naturally, without trying to influence or manipulate it.

Explanatory case studies

Explanatory case studies are focused on explanation - they seek to clarify how or why certain phenomena occur. Often used in complex, real-life situations, they can be particularly valuable in clarifying causal relationships among concepts and understanding the interplay between different factors within a specific context.

Intrinsic, instrumental, and collective case studies

These three categories of case studies focus on the nature and purpose of the study. An intrinsic case study is conducted when a researcher has an inherent interest in the case itself. Instrumental case studies are employed when the case is used to provide insight into a particular issue or phenomenon. A collective case study, on the other hand, involves studying multiple cases simultaneously to investigate some general phenomena.

Each type of case study serves a different purpose and has its own strengths and challenges. The selection of the type should be guided by the research question and objectives, as well as the context and constraints of the research.

The flexibility, depth, and contextual richness offered by case studies make this approach an excellent research method for various fields of study. They enable researchers to investigate real-world phenomena within their specific contexts, capturing nuances that other research methods might miss. Across numerous fields, case studies provide valuable insights into complex issues.

Critical information systems research

Case studies provide a detailed understanding of the role and impact of information systems in different contexts. They offer a platform to explore how information systems are designed, implemented, and used and how they interact with various social, economic, and political factors. Case studies in this field often focus on examining the intricate relationship between technology, organizational processes, and user behavior, helping to uncover insights that can inform better system design and implementation.

Health research

Health research is another field where case studies are highly valuable. They offer a way to explore patient experiences, healthcare delivery processes, and the impact of various interventions in a real-world context.

Case studies can provide a deep understanding of a patient's journey, giving insights into the intricacies of disease progression, treatment effects, and the psychosocial aspects of health and illness.

Asthma research studies

Specifically within medical research, studies on asthma often employ case studies to explore the individual and environmental factors that influence asthma development, management, and outcomes. A case study can provide rich, detailed data about individual patients' experiences, from the triggers and symptoms they experience to the effectiveness of various management strategies. This can be crucial for developing patient-centered asthma care approaches.

Other fields

Apart from the fields mentioned, case studies are also extensively used in business and management research, education research, and political sciences, among many others. They provide an opportunity to delve into the intricacies of real-world situations, allowing for a comprehensive understanding of various phenomena.

Case studies, with their depth and contextual focus, offer unique insights across these varied fields. They allow researchers to illuminate the complexities of real-life situations, contributing to both theory and practice.

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Understanding the key elements of case study design is crucial for conducting rigorous and impactful case study research. A well-structured design guides the researcher through the process, ensuring that the study is methodologically sound and its findings are reliable and valid. The main elements of case study design include the research question , propositions, units of analysis, and the logic linking the data to the propositions.

The research question is the foundation of any research study. A good research question guides the direction of the study and informs the selection of the case, the methods of collecting data, and the analysis techniques. A well-formulated research question in case study research is typically clear, focused, and complex enough to merit further detailed examination of the relevant case(s).

Propositions

Propositions, though not necessary in every case study, provide a direction by stating what we might expect to find in the data collected. They guide how data is collected and analyzed by helping researchers focus on specific aspects of the case. They are particularly important in explanatory case studies, which seek to understand the relationships among concepts within the studied phenomenon.

Units of analysis

The unit of analysis refers to the case, or the main entity or entities that are being analyzed in the study. In case study research, the unit of analysis can be an individual, a group, an organization, a decision, an event, or even a time period. It's crucial to clearly define the unit of analysis, as it shapes the qualitative data analysis process by allowing the researcher to analyze a particular case and synthesize analysis across multiple case studies to draw conclusions.

Argumentation

This refers to the inferential model that allows researchers to draw conclusions from the data. The researcher needs to ensure that there is a clear link between the data, the propositions (if any), and the conclusions drawn. This argumentation is what enables the researcher to make valid and credible inferences about the phenomenon under study.

Understanding and carefully considering these elements in the design phase of a case study can significantly enhance the quality of the research. It can help ensure that the study is methodologically sound and its findings contribute meaningful insights about the case.

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Conducting a case study involves several steps, from defining the research question and selecting the case to collecting and analyzing data . This section outlines these key stages, providing a practical guide on how to conduct case study research.

Defining the research question

The first step in case study research is defining a clear, focused research question. This question should guide the entire research process, from case selection to analysis. It's crucial to ensure that the research question is suitable for a case study approach. Typically, such questions are exploratory or descriptive in nature and focus on understanding a phenomenon within its real-life context.

Selecting and defining the case

The selection of the case should be based on the research question and the objectives of the study. It involves choosing a unique example or a set of examples that provide rich, in-depth data about the phenomenon under investigation. After selecting the case, it's crucial to define it clearly, setting the boundaries of the case, including the time period and the specific context.

Previous research can help guide the case study design. When considering a case study, an example of a case could be taken from previous case study research and used to define cases in a new research inquiry. Considering recently published examples can help understand how to select and define cases effectively.

Developing a detailed case study protocol

A case study protocol outlines the procedures and general rules to be followed during the case study. This includes the data collection methods to be used, the sources of data, and the procedures for analysis. Having a detailed case study protocol ensures consistency and reliability in the study.

The protocol should also consider how to work with the people involved in the research context to grant the research team access to collecting data. As mentioned in previous sections of this guide, establishing rapport is an essential component of qualitative research as it shapes the overall potential for collecting and analyzing data.

Collecting data

Gathering data in case study research often involves multiple sources of evidence, including documents, archival records, interviews, observations, and physical artifacts. This allows for a comprehensive understanding of the case. The process for gathering data should be systematic and carefully documented to ensure the reliability and validity of the study.

Analyzing and interpreting data

The next step is analyzing the data. This involves organizing the data , categorizing it into themes or patterns , and interpreting these patterns to answer the research question. The analysis might also involve comparing the findings with prior research or theoretical propositions.

Writing the case study report

The final step is writing the case study report . This should provide a detailed description of the case, the data, the analysis process, and the findings. The report should be clear, organized, and carefully written to ensure that the reader can understand the case and the conclusions drawn from it.

Each of these steps is crucial in ensuring that the case study research is rigorous, reliable, and provides valuable insights about the case.

The type, depth, and quality of data in your study can significantly influence the validity and utility of the study. In case study research, data is usually collected from multiple sources to provide a comprehensive and nuanced understanding of the case. This section will outline the various methods of collecting data used in case study research and discuss considerations for ensuring the quality of the data.

Interviews are a common method of gathering data in case study research. They can provide rich, in-depth data about the perspectives, experiences, and interpretations of the individuals involved in the case. Interviews can be structured , semi-structured , or unstructured , depending on the research question and the degree of flexibility needed.

Observations

Observations involve the researcher observing the case in its natural setting, providing first-hand information about the case and its context. Observations can provide data that might not be revealed in interviews or documents, such as non-verbal cues or contextual information.

Documents and artifacts

Documents and archival records provide a valuable source of data in case study research. They can include reports, letters, memos, meeting minutes, email correspondence, and various public and private documents related to the case.

These records can provide historical context, corroborate evidence from other sources, and offer insights into the case that might not be apparent from interviews or observations.

Physical artifacts refer to any physical evidence related to the case, such as tools, products, or physical environments. These artifacts can provide tangible insights into the case, complementing the data gathered from other sources.

Ensuring the quality of data collection

Determining the quality of data in case study research requires careful planning and execution. It's crucial to ensure that the data is reliable, accurate, and relevant to the research question. This involves selecting appropriate methods of collecting data, properly training interviewers or observers, and systematically recording and storing the data. It also includes considering ethical issues related to collecting and handling data, such as obtaining informed consent and ensuring the privacy and confidentiality of the participants.

Data analysis

Analyzing case study research involves making sense of the rich, detailed data to answer the research question. This process can be challenging due to the volume and complexity of case study data. However, a systematic and rigorous approach to analysis can ensure that the findings are credible and meaningful. This section outlines the main steps and considerations in analyzing data in case study research.

Organizing the data

The first step in the analysis is organizing the data. This involves sorting the data into manageable sections, often according to the data source or the theme. This step can also involve transcribing interviews, digitizing physical artifacts, or organizing observational data.

Categorizing and coding the data

Once the data is organized, the next step is to categorize or code the data. This involves identifying common themes, patterns, or concepts in the data and assigning codes to relevant data segments. Coding can be done manually or with the help of software tools, and in either case, qualitative analysis software can greatly facilitate the entire coding process. Coding helps to reduce the data to a set of themes or categories that can be more easily analyzed.

Identifying patterns and themes

After coding the data, the researcher looks for patterns or themes in the coded data. This involves comparing and contrasting the codes and looking for relationships or patterns among them. The identified patterns and themes should help answer the research question.

Interpreting the data

Once patterns and themes have been identified, the next step is to interpret these findings. This involves explaining what the patterns or themes mean in the context of the research question and the case. This interpretation should be grounded in the data, but it can also involve drawing on theoretical concepts or prior research.

Verification of the data

The last step in the analysis is verification. This involves checking the accuracy and consistency of the analysis process and confirming that the findings are supported by the data. This can involve re-checking the original data, checking the consistency of codes, or seeking feedback from research participants or peers.

Like any research method , case study research has its strengths and limitations. Researchers must be aware of these, as they can influence the design, conduct, and interpretation of the study.

Understanding the strengths and limitations of case study research can also guide researchers in deciding whether this approach is suitable for their research question . This section outlines some of the key strengths and limitations of case study research.

Benefits include the following:

• Rich, detailed data: One of the main strengths of case study research is that it can generate rich, detailed data about the case. This can provide a deep understanding of the case and its context, which can be valuable in exploring complex phenomena.
• Flexibility: Case study research is flexible in terms of design , data collection , and analysis . A sufficient degree of flexibility allows the researcher to adapt the study according to the case and the emerging findings.
• Real-world context: Case study research involves studying the case in its real-world context, which can provide valuable insights into the interplay between the case and its context.
• Multiple sources of evidence: Case study research often involves collecting data from multiple sources , which can enhance the robustness and validity of the findings.

On the other hand, researchers should consider the following limitations:

• Generalizability: A common criticism of case study research is that its findings might not be generalizable to other cases due to the specificity and uniqueness of each case.
• Time and resource intensive: Case study research can be time and resource intensive due to the depth of the investigation and the amount of collected data.
• Complexity of analysis: The rich, detailed data generated in case study research can make analyzing the data challenging.
• Subjectivity: Given the nature of case study research, there may be a higher degree of subjectivity in interpreting the data , so researchers need to reflect on this and transparently convey to audiences how the research was conducted.

Being aware of these strengths and limitations can help researchers design and conduct case study research effectively and interpret and report the findings appropriately.

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• Case Study Research
• What is a Case Study?
• Finding a Case Study

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What is a case study?

A case study is a type of research method. In case studies, the unit of analysis is a case . The case typically provides a detailed account of a situation that usually focuses on a conflict or complexity that one might encounter in the workplace.

• Case studies help explain the process by which a unit (a person, department, business, organization, industry, country, etc.) deals with the issue or problem confronting it, and offers possible solutions that can be applied to other units facing similar situations.
• The information presented in case studies is usually qualitative in nature - gathered through methods such as interview, observation, and document collection.
• There are different types of case study, including  intrinsic, instrumental, naturalistic,  and  pragmatic.

This research guide will assist you in finding individual case studies, as well as providing information on designing case studies. If you need assistance locating information, please Ask a Librarian .

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• URL: https://guides.erau.edu/case-studies

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Case Study Research Method in Psychology

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

On This Page:

Case studies are in-depth investigations of a person, group, event, or community. Typically, data is gathered from various sources using several methods (e.g., observations & interviews).

The case study research method originated in clinical medicine (the case history, i.e., the patient’s personal history). In psychology, case studies are often confined to the study of a particular individual.

The information is mainly biographical and relates to events in the individual’s past (i.e., retrospective), as well as to significant events that are currently occurring in his or her everyday life.

The case study is not a research method, but researchers select methods of data collection and analysis that will generate material suitable for case studies.

Freud (1909a, 1909b) conducted very detailed investigations into the private lives of his patients in an attempt to both understand and help them overcome their illnesses.

This makes it clear that the case study is a method that should only be used by a psychologist, therapist, or psychiatrist, i.e., someone with a professional qualification.

There is an ethical issue of competence. Only someone qualified to diagnose and treat a person can conduct a formal case study relating to atypical (i.e., abnormal) behavior or atypical development.

 Famous Case Studies

• Anna O – One of the most famous case studies, documenting psychoanalyst Josef Breuer’s treatment of “Anna O” (real name Bertha Pappenheim) for hysteria in the late 1800s using early psychoanalytic theory.
• Little Hans – A child psychoanalysis case study published by Sigmund Freud in 1909 analyzing his five-year-old patient Herbert Graf’s house phobia as related to the Oedipus complex.
• Bruce/Brenda – Gender identity case of the boy (Bruce) whose botched circumcision led psychologist John Money to advise gender reassignment and raise him as a girl (Brenda) in the 1960s.
• Genie Wiley – Linguistics/psychological development case of the victim of extreme isolation abuse who was studied in 1970s California for effects of early language deprivation on acquiring speech later in life.
• Phineas Gage – One of the most famous neuropsychology case studies analyzes personality changes in railroad worker Phineas Gage after an 1848 brain injury involving a tamping iron piercing his skull.

Clinical Case Studies

• Studying the effectiveness of psychotherapy approaches with an individual patient
• Assessing and treating mental illnesses like depression, anxiety disorders, PTSD
• Neuropsychological cases investigating brain injuries or disorders

Child Psychology Case Studies

• Studying psychological development from birth through adolescence
• Cases of learning disabilities, autism spectrum disorders, ADHD
• Effects of trauma, abuse, deprivation on development

Types of Case Studies

• Explanatory case studies : Used to explore causation in order to find underlying principles. Helpful for doing qualitative analysis to explain presumed causal links.
• Exploratory case studies : Used to explore situations where an intervention being evaluated has no clear set of outcomes. It helps define questions and hypotheses for future research.
• Descriptive case studies : Describe an intervention or phenomenon and the real-life context in which it occurred. It is helpful for illustrating certain topics within an evaluation.
• Multiple-case studies : Used to explore differences between cases and replicate findings across cases. Helpful for comparing and contrasting specific cases.
• Intrinsic : Used to gain a better understanding of a particular case. Helpful for capturing the complexity of a single case.
• Collective : Used to explore a general phenomenon using multiple case studies. Helpful for jointly studying a group of cases in order to inquire into the phenomenon.

Where Do You Find Data for a Case Study?

There are several places to find data for a case study. The key is to gather data from multiple sources to get a complete picture of the case and corroborate facts or findings through triangulation of evidence. Most of this information is likely qualitative (i.e., verbal description rather than measurement), but the psychologist might also collect numerical data.

1. Primary sources

• Interviews – Interviewing key people related to the case to get their perspectives and insights. The interview is an extremely effective procedure for obtaining information about an individual, and it may be used to collect comments from the person’s friends, parents, employer, workmates, and others who have a good knowledge of the person, as well as to obtain facts from the person him or herself.
• Observations – Observing behaviors, interactions, processes, etc., related to the case as they unfold in real-time.
• Documents & Records – Reviewing private documents, diaries, public records, correspondence, meeting minutes, etc., relevant to the case.

2. Secondary sources

• News/Media – News coverage of events related to the case study.
• Academic articles – Journal articles, dissertations etc. that discuss the case.
• Government reports – Official data and records related to the case context.
• Books/films – Books, documentaries or films discussing the case.

3. Archival records

Searching historical archives, museum collections and databases to find relevant documents, visual/audio records related to the case history and context.

Public archives like newspapers, organizational records, photographic collections could all include potentially relevant pieces of information to shed light on attitudes, cultural perspectives, common practices and historical contexts related to psychology.

4. Organizational records

Organizational records offer the advantage of often having large datasets collected over time that can reveal or confirm psychological insights.

Of course, privacy and ethical concerns regarding confidential data must be navigated carefully.

However, with proper protocols, organizational records can provide invaluable context and empirical depth to qualitative case studies exploring the intersection of psychology and organizations.

• Organizational/industrial psychology research : Organizational records like employee surveys, turnover/retention data, policies, incident reports etc. may provide insight into topics like job satisfaction, workplace culture and dynamics, leadership issues, employee behaviors etc.
• Clinical psychology : Therapists/hospitals may grant access to anonymized medical records to study aspects like assessments, diagnoses, treatment plans etc. This could shed light on clinical practices.
• School psychology : Studies could utilize anonymized student records like test scores, grades, disciplinary issues, and counseling referrals to study child development, learning barriers, effectiveness of support programs, and more.

How do I Write a Case Study in Psychology?

Follow specified case study guidelines provided by a journal or your psychology tutor. General components of clinical case studies include: background, symptoms, assessments, diagnosis, treatment, and outcomes. Interpreting the information means the researcher decides what to include or leave out. A good case study should always clarify which information is the factual description and which is an inference or the researcher’s opinion.

1. Introduction

• Provide background on the case context and why it is of interest, presenting background information like demographics, relevant history, and presenting problem.
• Compare briefly to similar published cases if applicable. Clearly state the focus/importance of the case.

2. Case Presentation

• Describe the presenting problem in detail, including symptoms, duration,and impact on daily life.
• Include client demographics like age and gender, information about social relationships, and mental health history.
• Describe all physical, emotional, and/or sensory symptoms reported by the client.
• Use patient quotes to describe the initial complaint verbatim. Follow with full-sentence summaries of relevant history details gathered, including key components that led to a working diagnosis.
• Summarize clinical exam results, namely orthopedic/neurological tests, imaging, lab tests, etc. Note actual results rather than subjective conclusions. Provide images if clearly reproducible/anonymized.
• Clearly state the working diagnosis or clinical impression before transitioning to management.

3. Management and Outcome

• Indicate the total duration of care and number of treatments given over what timeframe. Use specific names/descriptions for any therapies/interventions applied.
• Present the results of the intervention,including any quantitative or qualitative data collected.
• For outcomes, utilize visual analog scales for pain, medication usage logs, etc., if possible. Include patient self-reports of improvement/worsening of symptoms. Note the reason for discharge/end of care.

4. Discussion

• Analyze the case, exploring contributing factors, limitations of the study, and connections to existing research.
• Analyze the effectiveness of the intervention,considering factors like participant adherence, limitations of the study, and potential alternative explanations for the results.
• Identify any questions raised in the case analysis and relate insights to established theories and current research if applicable. Avoid definitive claims about physiological explanations.
• Offer clinical implications, and suggest future research directions.

5. Additional Items

• Thank specific assistants for writing support only. No patient acknowledgments.
• References should directly support any key claims or quotes included.
• Use tables/figures/images only if substantially informative. Include permissions and legends/explanatory notes.
• Provides detailed (rich qualitative) information.
• Provides insight for further research.
• Permitting investigation of otherwise impractical (or unethical) situations.

Case studies allow a researcher to investigate a topic in far more detail than might be possible if they were trying to deal with a large number of research participants (nomothetic approach) with the aim of ‘averaging’.

Because of their in-depth, multi-sided approach, case studies often shed light on aspects of human thinking and behavior that would be unethical or impractical to study in other ways.

Research that only looks into the measurable aspects of human behavior is not likely to give us insights into the subjective dimension of experience, which is important to psychoanalytic and humanistic psychologists.

Case studies are often used in exploratory research. They can help us generate new ideas (that might be tested by other methods). They are an important way of illustrating theories and can help show how different aspects of a person’s life are related to each other.

The method is, therefore, important for psychologists who adopt a holistic point of view (i.e., humanistic psychologists ).

Limitations

• Lacking scientific rigor and providing little basis for generalization of results to the wider population.
• Researchers’ own subjective feelings may influence the case study (researcher bias).
• Difficult to replicate.
• Time-consuming and expensive.
• The volume of data, together with the time restrictions in place, impacted the depth of analysis that was possible within the available resources.

Because a case study deals with only one person/event/group, we can never be sure if the case study investigated is representative of the wider body of “similar” instances. This means the conclusions drawn from a particular case may not be transferable to other settings.

Because case studies are based on the analysis of qualitative (i.e., descriptive) data , a lot depends on the psychologist’s interpretation of the information she has acquired.

This means that there is a lot of scope for Anna O , and it could be that the subjective opinions of the psychologist intrude in the assessment of what the data means.

For example, Freud has been criticized for producing case studies in which the information was sometimes distorted to fit particular behavioral theories (e.g., Little Hans ).

This is also true of Money’s interpretation of the Bruce/Brenda case study (Diamond, 1997) when he ignored evidence that went against his theory.

Breuer, J., & Freud, S. (1895).  Studies on hysteria . Standard Edition 2: London.

Curtiss, S. (1981). Genie: The case of a modern wild child .

Diamond, M., & Sigmundson, K. (1997). Sex Reassignment at Birth: Long-term Review and Clinical Implications. Archives of Pediatrics & Adolescent Medicine , 151(3), 298-304

Freud, S. (1909a). Analysis of a phobia of a five year old boy. In The Pelican Freud Library (1977), Vol 8, Case Histories 1, pages 169-306

Freud, S. (1909b). Bemerkungen über einen Fall von Zwangsneurose (Der “Rattenmann”). Jb. psychoanal. psychopathol. Forsch ., I, p. 357-421; GW, VII, p. 379-463; Notes upon a case of obsessional neurosis, SE , 10: 151-318.

Harlow J. M. (1848). Passage of an iron rod through the head.  Boston Medical and Surgical Journal, 39 , 389–393.

Harlow, J. M. (1868).  Recovery from the Passage of an Iron Bar through the Head .  Publications of the Massachusetts Medical Society. 2  (3), 327-347.

Money, J., & Ehrhardt, A. A. (1972).  Man & Woman, Boy & Girl : The Differentiation and Dimorphism of Gender Identity from Conception to Maturity. Baltimore, Maryland: Johns Hopkins University Press.

Money, J., & Tucker, P. (1975). Sexual signatures: On being a man or a woman.

Further Information

• Case Study Approach
• Case Study Method
• Enhancing the Quality of Case Studies in Health Services Research
• “We do things together” A case study of “couplehood” in dementia
• Using mixed methods for evaluating an integrative approach to cancer care: a case study

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What is cloud computing?

With cloud computing, organizations essentially buy a range of services offered by cloud service providers (CSPs). The CSP’s servers host all the client’s applications. Organizations can enhance their computing power more quickly and cheaply via the cloud than by purchasing, installing, and maintaining their own servers.

The cloud-computing model is helping organizations to scale new digital solutions with greater speed and agility—and to create value more quickly. Developers use cloud services to build and run custom applications and to maintain infrastructure and networks for companies of virtually all sizes—especially large global ones. CSPs offer services, such as analytics, to handle and manipulate vast amounts of data. Time to market accelerates, speeding innovation to deliver better products and services across the world.

What are examples of cloud computing’s uses?

Get to know and directly engage with senior mckinsey experts on cloud computing.

Brant Carson is a senior partner in McKinsey’s Vancouver office; Chandra Gnanasambandam and Anand Swaminathan are senior partners in the Bay Area office; William Forrest is a senior partner in the Chicago office; Leandro Santos is a senior partner in the Atlanta office; Kate Smaje is a senior partner in the London office.

Cloud computing came on the scene well before the global pandemic hit, in 2020, but the ensuing digital dash  helped demonstrate its power and utility. Here are some examples of how businesses and other organizations employ the cloud:

• A fast-casual restaurant chain’s online orders multiplied exponentially during the 2020 pandemic lockdowns, climbing to 400,000 a day, from 50,000. One pleasant surprise? The company’s online-ordering system could handle the volume—because it had already migrated to the cloud . Thanks to this success, the organization’s leadership decided to accelerate its five-year migration plan to less than one year.
• A biotech company harnessed cloud computing to deliver the first clinical batch of a COVID-19 vaccine candidate for Phase I trials in just 42 days—thanks in part to breakthrough innovations using scalable cloud data storage and computing  to facilitate processes ensuring the drug’s safety and efficacy.
• Banks use the cloud for several aspects of customer-service management. They automate transaction calls using voice recognition algorithms and cognitive agents (AI-based online self-service assistants directing customers to helpful information or to a human representative when necessary). In fraud and debt analytics, cloud solutions enhance the predictive power of traditional early-warning systems. To reduce churn, they encourage customer loyalty through holistic retention programs managed entirely in the cloud.
• Automakers are also along for the cloud ride . One company uses a common cloud platform that serves 124 plants, 500 warehouses, and 1,500 suppliers to consolidate real-time data from machines and systems and to track logistics and offer insights on shop floor processes. Use of the cloud could shave 30 percent off factory costs by 2025—and spark innovation at the same time.

That’s not to mention experiences we all take for granted: using apps on a smartphone, streaming shows and movies, participating in videoconferences. All of these things can happen in the cloud.

Learn more about our Cloud by McKinsey , Digital McKinsey , and Technology, Media, & Telecommunications  practices.

How has cloud computing evolved?

Going back a few years, legacy infrastructure dominated IT-hosting budgets. Enterprises planned to move a mere 45 percent of their IT-hosting expenditures to the cloud by 2021. Enter COVID-19, and 65 percent of the decision makers surveyed by McKinsey increased their cloud budgets . An additional 55 percent ended up moving more workloads than initially planned. Having witnessed the cloud’s benefits firsthand, 40 percent of companies expect to pick up the pace of implementation.

The cloud revolution has actually been going on for years—more than 20, if you think the takeoff point was the founding of Salesforce, widely seen as the first software as a service (SaaS) company. Today, the next generation of cloud, including capabilities such as serverless computing, makes it easier for software developers to tweak software functions independently, accelerating the pace of release, and to do so more efficiently. Businesses can therefore serve customers and launch products in a more agile fashion. And the cloud continues to evolve.

Introducing McKinsey Explainers : Direct answers to complex questions

Cost savings are commonly seen as the primary reason for moving to the cloud but managing those costs requires a different and more dynamic approach focused on OpEx rather than CapEx. Financial-operations (or FinOps) capabilities  can indeed enable the continuous management and optimization of cloud costs . But CSPs have developed their offerings so that the cloud’s greatest value opportunity is primarily through business innovation and optimization. In 2020, the top-three CSPs reached $100 billion  in combined revenues—a minor share of the global $2.4 trillion market for enterprise IT services—leaving huge value to be captured. To go beyond merely realizing cost savings, companies must activate three symbiotic rings of cloud value creation : strategy and management, business domain adoption, and foundational capabilities.

What’s the main reason to move to the cloud?

The pandemic demonstrated that the digital transformation can no longer be delayed—and can happen much more quickly than previously imagined. Nothing is more critical to a corporate digital transformation than becoming a cloud-first business. The benefits are faster time to market, simplified innovation and scalability, and reduced risk when effectively managed. The cloud lets companies provide customers with novel digital experiences—in days, not months—and delivers analytics absent on legacy platforms. But to transition to a cloud-first operating model, organizations must make a collective effort that starts at the top. Here are three actions CEOs can take to increase the value their companies get from cloud computing :

• Establish a sustainable funding model.
• Develop a new business technology operating model.
• Set up policies to attract and retain the right engineering talent.

How much value will the cloud create?

Fortune 500 companies adopting the cloud could realize more than $1 trillion in value  by 2030, and not from IT cost reductions alone, according to McKinsey’s analysis of 700 use cases.

For example, the cloud speeds up design, build, and ramp-up, shortening time to market when companies have strong DevOps (the combination of development and operations) processes in place; groups of software developers customize and deploy software for operations that support the business. The cloud’s global infrastructure lets companies scale products almost instantly to reach new customers, geographies, and channels. Finally, digital-first companies use the cloud to adopt emerging technologies and innovate aggressively, using digital capabilities as a competitive differentiator to launch and build businesses .

If companies pursue the cloud’s vast potential in the right ways, they will realize huge value. Companies across diverse industries have implemented the public cloud and seen promising results. The successful ones defined a value-oriented strategy across IT and the business, acquired hands-on experience operating in the cloud, adopted a technology-first approach, and developed a cloud-literate workforce.

Learn more about our Cloud by McKinsey and Digital McKinsey practices.

What is the cloud cost/procurement model?

Some cloud services, such as server space, are leased. Leasing requires much less capital up front than buying, offers greater flexibility to switch and expand the use of services, cuts the basic cost of buying hardware and software upfront, and reduces the difficulties of upkeep and ownership. Organizations pay only for the infrastructure and computing services that meet their evolving needs. But an outsourcing model  is more apt than other analogies: the computing business issues of cloud customers are addressed by third-party providers that deliver innovative computing services on demand to a wide variety of customers, adapt those services to fit specific needs, and work to constantly improve the offering.

What are cloud risks?

The cloud offers huge cost savings and potential for innovation. However, when companies migrate to the cloud, the simple lift-and-shift approach doesn’t reduce costs, so companies must remediate their existing applications to take advantage of cloud services.

For instance, a major financial-services organization  wanted to move more than 50 percent of its applications to the public cloud within five years. Its goals were to improve resiliency, time to market, and productivity. But not all its business units needed to transition at the same pace. The IT leadership therefore defined varying adoption archetypes to meet each unit’s technical, risk, and operating-model needs.

Legacy cybersecurity architectures and operating models can also pose problems when companies shift to the cloud. The resulting problems, however, involve misconfigurations rather than inherent cloud security vulnerabilities. One powerful solution? Securing cloud workloads for speed and agility : automated security architectures and processes enable workloads to be processed at a much faster tempo.

What kind of cloud talent is needed?

The talent demands of the cloud differ from those of legacy IT. While cloud computing can improve the productivity of your technology, it requires specialized and sometimes hard-to-find talent—including full-stack developers, data engineers, cloud-security engineers, identity- and access-management specialists, and cloud engineers. The cloud talent model  should thus be revisited as you move forward.

Six practical actions can help your organization build the cloud talent you need :

• Find engineering talent with broad experience and skills.
• Balance talent maturity levels and the composition of teams.
• Build an extensive and mandatory upskilling program focused on need.
• Build an engineering culture that optimizes the developer experience.
• Consider using partners to accelerate development and assign your best cloud leaders as owners.
• Retain top talent by focusing on what motivates them.

How do different industries use the cloud?

Different industries are expected to see dramatically different benefits from the cloud. High-tech, retail, and healthcare organizations occupy the top end of the value capture continuum. Electronics and semiconductors, consumer-packaged-goods, and media companies make up the middle. Materials, chemicals, and infrastructure organizations cluster at the lower end.

Nevertheless, myriad use cases provide opportunities to unlock value across industries , as the following examples show:

• a retailer enhancing omnichannel  fulfillment, using AI to optimize inventory across channels and to provide a seamless customer experience
• a healthcare organization implementing remote heath monitoring to conduct virtual trials and improve adherence
• a high-tech company using chatbots to provide premier-level support combining phone, email, and chat
• an oil and gas company employing automated forecasting to automate supply-and-demand modeling and reduce the need for manual analysis
• a financial-services organization implementing customer call optimization using real-time voice recognition algorithms to direct customers in distress to experienced representatives for retention offers
• a financial-services provider moving applications in customer-facing business domains to the public cloud to penetrate promising markets more quickly and at minimal cost
• a health insurance carrier accelerating the capture of billions of dollars in new revenues by moving systems to the cloud to interact with providers through easier onboarding

The cloud is evolving  to meet the industry-specific needs of companies. From 2021 to 2024, public-cloud spending on vertical applications (such as warehouse management in retailing and enterprise risk management in banking) is expected to grow by more than 40 percent annually. Spending on horizontal workloads (such as customer relationship management) is expected to grow by 25 percent. Healthcare and manufacturing organizations, for instance, plan to spend around twice as much on vertical applications as on horizontal ones.

Learn more about our Cloud by McKinsey , Digital McKinsey , Financial Services , Healthcare Systems & Services , Retail , and Technology, Media, & Telecommunications  practices.

What are the biggest cloud myths?

Views on cloud computing can be clouded by misconceptions. Here are seven common myths about the cloud —all of which can be debunked:

• The cloud’s value lies primarily in reducing costs.
• Cloud computing costs more than in-house computing.
• On-premises data centers are more secure than the cloud.
• Applications run more slowly in the cloud.
• The cloud eliminates the need for infrastructure.
• The best way to move to the cloud is to focus on applications or data centers.
• You must lift and shift applications as-is or totally refactor them.

How large must my organization be to benefit from the cloud?

Here’s one more huge misconception: the cloud is just for big multinational companies. In fact, cloud can help make small local companies become multinational. A company’s benefits from implementing the cloud are not constrained by its size. In fact, the cloud shifts barrier to entry skill rather than scale, making it possible for a company of any size to compete if it has people with the right skills. With cloud, highly skilled small companies can take on established competitors. To realize the cloud’s immense potential value fully, organizations must take a thoughtful approach, with IT and the businesses working together.

For more in-depth exploration of these topics, see McKinsey’s Cloud Insights collection. Learn more about Cloud by McKinsey —and check out cloud-related job opportunities if you’re interested in working at McKinsey.

Articles referenced include:

• “ Six practical actions for building the cloud talent you need ,” January 19, 2022, Brant Carson , Dorian Gärtner , Keerthi Iyengar, Anand Swaminathan , and Wayne Vest
• “ Cloud-migration opportunity: Business value grows, but missteps abound ,” October 12, 2021, Tara Balakrishnan, Chandra Gnanasambandam , Leandro Santos , and Bhargs Srivathsan
• “ Cloud’s trillion-dollar prize is up for grabs ,” February 26, 2021, Will Forrest , Mark Gu, James Kaplan , Michael Liebow, Raghav Sharma, Kate Smaje , and Steve Van Kuiken
• “ Unlocking value: Four lessons in cloud sourcing and consumption ,” November 2, 2020, Abhi Bhatnagar , Will Forrest , Naufal Khan , and Abdallah Salami
• “ Three actions CEOs can take to get value from cloud computing ,” July 21, 2020, Chhavi Arora , Tanguy Catlin , Will Forrest , James Kaplan , and Lars Vinter

Want to know more about cloud computing?

Related articles.

Cloud’s trillion-dollar prize is up for grabs

The cloud transformation engine

Cloud cost-optimization simulator

SAGE AP Automation '24: 7 Software & 250 Reviews Analyzed

Automating AP processes is a crucial phase for autonomous finance . Sage offers accounts payable automation in:

• invoice and payments processing
• receiving & tracking invoices
• management of the invoice approval process & more.

ERP vendors like Sage provide all-in-one suite and single source for important details like financials, inventory and vendor data. While Sage offers an AP solution, businesses can procure add-ons such as Pairsoft that can improve document management & financial workflows.

Explore Sage’s AP automation solutions, their capabilities, shortcomings with ways to overcome them, and case studies.

7 Software for SAGE AP automation

*The first two products belong to SAGE. Remaining products are AP solutions that integrates with SAGE.

**For more on SAGE 50 pricing, check the ”Pricing” section below.

See the capabilities, pros and cons of these vendors based on user experience . SAGE’s own products are analyzed below.

Sage AP automation overview

41% of companies plan to make their invoice payment process automated and 71% of the people in charge of invoices think that smart systems are very important for making the AP process better. 1

In AP automation, Sage offers two solutions: Sage Intacct and Sage 50 cloud.

Sage 50 is a software focused on the needs of small businesses and accountants. It has 5 major capabilities:

• allows customization of views by date or transaction types (invoices & more)
• enables sending invoices to multiple customers at once
• payments and banking
• inventory management
• job and project costing

Figure 2: Sage 50 cash flow and invoicing dashboard. 2  

Sage 50 also offers 3 add-ons:

• Payment processing solutions: Allows real-time control on internal and external payment sources.
• eFile: Offers eFile forms and payments from Sage 50.
• Checks and forms: Enables ordering custom checks and forms.

Sage Intacct

Sage Intacct is a cloud accounting and ERP solution . As the figure below suggests, Intacct is preferred by mid-market and enterprises.

Figure 3. Sage Intacct user companies size scale. Source: Gartner 3  

Sage Intacct emphasizes AI while explaining its features. Some AI integrated solutions include:

• Intacct can extract data from uploaded emails or AP bills and create drafts for the approval process.
• The platform identifies data regarding vendors, amount, dates, and line items.
• Intacct can detect duplicate invoices and flag them which prevents payment errors.

Intacct also offers embedded & integrated solutions. You can:

• set spending limits with Sage Intacct spend management
• automatically reconcile transactions
• Sage Intacct purchase order (PO) software allows you to create transaction and PO approvals and monitor procure-to-pay cycle (Figure 4).

Figure 4: Purchasing information dashboard. Source: Sage. 4

Other integrations are also offered by Sage. 5

Other features & capabilities

Apart from the key features mentioned above, Sage AP automation software offers additional features:

• Users can identify aged creditors and get reports on credits on a single dashboard (Figure 5).
• Users can send returns or cancel purchases. In such cases, users also can create credit notes.
• Intacct automates pulling transactions daily.
• Invoice capturing and matching in accordance with purchases and expenses is automated by the platform.
• Users can set bank rules.

Figure 5: Purchasing operations and AP dashboard. Source: 6

Native integration add-ons

Sponsored: Using native integration add-ons such as Pairsoft that are built specifically to work within the existing ERP system can make AP automation process easier. With connection through APIs, you can also build a workflow between different SaaS applications with data flow in your ERP.

Apart from native add-on integration, Pairsoft further offers features to address Sage’s shortcomings, including:

• A built-in document management system
• Encrypted and integrated database for invoices and related documents
• OCR invoice capturing
• Searching features

Pros of Sage AP

All-in-one solution : Along with other accounting processes, Sage Intacct offers automation in the entire AP process.

Figure 7: Sage Intacct review. Source: 7

Cloud-based : 150+ users from different review platforms praised that Sage is a cloud based solution, making it accessible.

Figure 8. Sage Intacct review. Source: 8

For overall pros, see Figure 9:

Figure 9. Sage Intacct overall pros. Source: 9

Sage AP automation cons

Learning curve: It can be hard to navigate through Sage Intacct. 200+ users underlined that especially at the beginning the learning curve is high. 10  

PO approval: Users criticize that in the purchasing module regular users approve purchase orders/invoices do not exist (Figure 10).

Figure 10. Sage Intacct review. Source: 11  

Navigation within the platform can be hard. Users point out that in some cases it can be confusing to navigate in the applications menu regarding AP (Figure 11).

Figure 11. Sage Intacct review. Source: 12  

For overall cons, see Figure 12:

Figure 12: Sage Intacct overall cons 13  

• *Range of employee numbers
• **With payroll bundle, premium accounting offers 15 different prices. 14

With free trial, Sage Intacct offers customized pricing models. See Figure 13:

Figure 13. Sage Intacct pricing. Source: 15

Analysis of top vendors

1-papersave by pairsoft.

PairSoft’s PaperSave is a native integration tool for Sage Intacct. Papersave specifically enhances AP automation of Sage Intacct as a document capture tool in the following areas: 

• Storing and capturing documents automatically cloud-based repository
• Electronic workflows to enhance bill approval processes. You can create a digital AP workflow with PaperSave
• You can relate & integrate documents with queries.
• PaperSave allows unstructured search. You can search like in a search engine since PaperSave performs a similar method by using record values & documents.
• Invoice capture in any format – including Microsoft Office documents, and slips
• PairSoft offers all-in-subscription. The subscription bundle covers support, data usage, and software usage; you avoid the need to purchase additional licenses with PairSoft when a non-Intacct user needs to access or approve an invoice.

Integration with SAGE is approved in: United States

• Workflows: 15+ users praised PairSoft’s ability to involve workflows for invoice processing & approvals.

Figure 14. PairSoft Pros. Source: G2. 16   

• Document management: 20 + User admired overall document management capabilities of PairSoft. 

Figure 15. PairSoft Pros. Source: G2. 17  

• Scanning size. 15+ users provided positive feedback on PairSoft ability to adjust scanning sizes.

Figure 16. PairSoft Pros. Source: G2. 18     

• Support: Several users pointed out the lack of support in SAGE integration.

Figure 17. PairSoft Review. Source: G2. 19   

Tipalti offers an end-to-end cloud-based finance automation solution for Sage. 

The product extend Sage’s AP automation capabilities with features such as:

• IRS & VAT validations; W-9 / W-8 / 1099 tax compliance
• OFAC screening
• Global supplier payments
• Corporate card management

To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services – Developer License.

Integration with SAGE is approved in: United Kingdom; United States. 20   

• Number of approvers: In integration with SAGE, Tipalti allows a variety of approvers (Figure 18):
• Ease of use: 50+ users pointed out the ease of use Tipalti overall offers.

Figure 18. Tipalti Review. Source: G2. 21  

For overall cons of Tipalti, see:

Figure 19. Tipalti overall cons. Source: G2. 22     

Stampli natively integrates with Sage Intacct.

The prominent feature that extends SAGE’s AP automation capabilities are:

• Stampli provides a bot called Billy the Bot. This AI technology can adapt to your specific AP processes.
• ACH: Stampli enables direct ACH transfers from your bank account to your vendor. This eliminates the need to establish or fund a separate account.
• Stampli offers Stampli Card (virtual & physical). With this, from the same platform used for AP you can request, issue, and manage corporate credit cards.

Integration with SAGE is approved in: United States. 23    

• Customer service: Users praised the customer service offered by Stampli. See Figure 20.
• Easy to deploy: 10+users highlighted that Stampli is easy to deploy in ERP integration.

Figure 20. Stampli Review. Source: 24   

For overall cons of Stampli, check Figure 21:

Figure 21. Stampli Overall Cons. Source: G2. 25  

4. Quadient Accounts Payable by Beanworks

Quadient’s features that extends SAGE AP automation solutions include:

• Quadient offers improvements in data entry through AI-driven capture of header and line item data.
• The product offers  digital invoice storage. You can also search the invoices by GL code.
• Users use Quadient to extract data to gain insights on reports and spending.

Integration with SAGE is approved in: Canada; United Kingdom; United States. 26      

• Visibility: Users praised Beanwork’s data integration with SAGE which helps with visibility (Figure 22):
• Speed: 10+ emphasized the speed of use of Quadient. 27     

Figure 22. Quadient Accounts Payable by Beanworks Review. Source: G2. 28    

For overall cons of Beanworks, check Figure 23:

Figure 23: Overall cons of Beanworks. Source: G2. 29    

5. Bill 

Bill can enhance SAGE’s AP automation with the following features: 

• You can pay international vendors in their local currency to dodge hidden conversion fees and delays.
• Bill syncs with Intacct. This means that once payments and reconciliation is done, invoices are updated automatically with details.
• Single sign-on — provide authorized users with access via SSO services, such as G Suite (Google), Auth0, Centrify, Microsoft Azure, Okta, among others.

Integration with SAGE is approved in: United States. 30   

• Bill posting: Users praise Bill’s features of posting such as coding and report presentation (Figure 24)
• SSL Encryption: 64+ users highlighted Bill’s ability to encrypt SSL data.

Figure 24. Bill Review. Source: 31  

• Pricing: 20+ users find Bill’s pricing structure expensive. 32   
• Customer service: Users have complained that Bill’s customer service has been unhelpful and slow to respond. 

Figure 25. Bill’s overall customer service rating in 510 reviews. Source: Capterra. 33  

5 things to consider when choosing solutions for SAGE AP automation

Integration: Verify that the AP automation solution integrates with your existing SAGE product. Ensure it can synchronize with Sage while supporting specific versions and functionalities.

Functionality : Examine the capabilities of the solution of automating the entire accounts payable process. Examples are:handling invoice data, executing payments, and generating reports.

User interface : Evaluate the interface of the AP automation solution. It should be easy to use, adaptable and require minimal training for your accounting teams.

Compliance : Check the security protocols of the AP automation solution, such as data encryption and access controls.

Cost and Evaluation : Analyze the pricing structure, including initial costs and ongoing fees. All-in-subscriptions are user friendly and eliminate unexpected costs.

Case studies of Sage AP automation

Benchmark with a workforce of 10.000+ handles its finances across more than 50 properties and 80 different units. Around 350 of its employees, including a small corporate finance team of five, managers of various departments, and staff at each property, used Sage Intacct for their financial management. At the property level, Benchmark saved about $800k annually by cutting down on manual tasks related to accounts payable. They adapted online invoice approvals, digital signatures, reduced paper use, and saved the equivalent of half a full-time employee’s work across 40 properties. This adds up to 20 full-time employees at the property level who have been shifted to more strategic roles. 34

Cambio Communities

There were so many contractors involved in each project of Cambio. Thus, the financial team had to handle 100 invoices daily, or about 1500 every month. It was important to pay these contractors and suppliers quickly to keep a good working relationship with them. They also needed a system that could automatically handle all their financial tasks, including paying bills, especially since they expect to have many more community projects. Sage Intacct AP provided Cambio with a full system for managing these payments. It takes over a lot of the work that used to be done manually such as sorting invoices, paying contractors, and recording transactions. This saves the AP team a lot of time, so they can help with other important business tasks. 35

Brookfield’s Public Securities Group changed how it handles paying bills by using Sage Intacct and American Express. This cut the time the team needed to get approvals, send checks for signing, and make payments to suppliers in half. They also managed to clear more than 100 pending invoices. With Sage Intacct, the entire accounts payable process was automated. Kyle, president of finance, explains that before, they were overwhelmed with unpaid invoices waiting to be checked and paid, often requiring the team to work extra hours. With Sage Intacct, they work much more efficiently and can quickly answer questions about payments, like how much was paid to a specific supplier last year, in five minutes instead of 30. 36

Further reading

• NetSuite Accounts Payable (AP) Automation
• Blackbaud Accounts Payable (AP) Automation: In-Depth Review  
• Dynamics 365 in Accounts Payable Automation: In-Depth Review   
• In-Depth Guide to Accounts Payable (AP) Automation
• Accounts Payable (AP) Automation Tools Benchmarking
• 5 AI Applications in Accounts Payable (AP) Processes
• Automated Invoice Validation: Benefits & Use Cases
• Finance Automation: What It Is, Best Tools & 6 Processes
• Enterprise Invoice Processing: 4 Guidelines & 3 Solutions
• 7 Vic.AI Alternatives to Automate Accounting
• Top 10 ReadSoft Alternatives / Competitors
• Top 10 Kofax Alternatives/Competitors
• 14 Rossum AI Competitors/Alternatives

External links

• 1. “ Ardent Partners’ Accounts Payable Metrics that Matter in 2023. ”Retrieved on February 15, 2024.
• 2. “ Sage 50 Features ”Retrieved on February 15, 2024.
• 3. “ Gartner – Sage Intacct Overview ”. Retrieved on February 15, 2024.
• 4. “ Sage AP Core features ”Retrieved on February 15, 2024.
• 5. “ Sage Marketplace ”Retrieved on February 15, 2024.
• 6. “ Sage AP core capabilities. ”Retrieved on February 15, 2024.
• 7. “ Sage Review- G2 ”Retrieved on February 15, 2024.
• 8. “ Sage Review- Trustradius ”Retrieved on February 15, 2024.
• 9. “ Sage Reviews- G2 ”Retrieved on February 15, 2024.
• 10. “ Sage Intacct Review ”Retrieved on February 15, 2024.
• 11. “ Sage Review- Gartner ”Retrieved on February 15, 2024.
• 12. “ Sage Review – Gartner ”Retrieved on February 15, 2024.
• 13. “ Sage Reviews – G2 ”Retrieved on February 15, 2024.
• 14. “ Sage 50 Pricing Plans ”Retrieved on February 15, 2024.
• 15. “ Sage Intacct Pricing ”Retrieved on February 15, 2024.
• 16. “ PairSoft ”Retrieved on May 14, 2024.
• 17. “ PairSoft ”Retrieved on May 14, 2024.
• 18. “ PairSoft ”Retrieved on May 14, 2024.
• 19. “ PairSoft Reviews 2024: Details, Pricing, & Features | G2 ”Retrieved on May 14, 2024.
• 20. “ Tipalti ”Retrieved on May 14, 2024.
• 21. “ Tipalti Review ”Retrieved on May 14, 2024.
• 22. “ Tipalti Reviews 2024: Details, Pricing, & Features | G2 ”Retrieved on May 14, 2024.
• 23. “ Stampli Accounts Payable Automation ”Retrieved on May 14, 2024.
• 24. “ Stampli G2 Review ”Retrieved on May 14, 2024.
• 25. “ Stampli Reviews ”Retrieved on May 14, 2024.
• 26. “ Quadient Accounts Payable by Beanworks ”Retrieved on May 14, 2024.
• 27. “ Quadient Reviews ”Retrieved on May 14, 2024.
• 28. “ Quadient Beanworks G2 Review ”Retrieved on May 14, 2024.
• 29. “ ​ Beanworks Reviews ”Retrieved on May 14, 2024.
• 30. “ Bill.com ”Retrieved on May 14, 2024.
• 31. “ Bill AP G2 Review ”Retrieved on May 14, 2024.
• 32. “ Bill Reviews ”Retrieved on May 14, 2024.
• 33. “ BILL Accounts Payable & Receivable Reviews 2024. Verified Reviews, Pros & Cons – Capterra ”Retrieved on May 14, 2024.
• 34. “ Sage success stories- Benchmark ”Retrieved on February 15, 2024.
• 35. “ Sage success stories- Cambio ”Retrieved on February 15, 2024.
• 36. “ Sage Success Story – Brookfield ”Retrieved on February 15, 2024.

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Cancer Researchers Begin Large Long-Term Study of Black Women

The American Cancer Society hopes to enroll 100,000 women and follow them for three decades to discover what’s causing higher case and death rates.

By Roni Caryn Rabin

The American Cancer Society has begun an ambitious, far-reaching study focusing on a population that has long been overlooked, despite high rates of cancer and cancer-related deaths: Black women.

The initiative, called VOICES of Black Women, is believed to be the first long-term population study of its size to zero in specifically on the factors driving cancer prevalence and deaths among Black women.

Researchers plan to enroll 100,000 Black women without cancer, ages 25 to 55, in Washington, D.C., and 20 states where most Black American women reside. The subjects will be surveyed twice a year about their behaviors, environmental exposures and life experiences, and followed for 30 years; any cancers they may develop will be tracked.

Similar studies by the American Cancer Society in the past yielded critical lessons about what causes cancer — for example, identifying cigarette smoking as a cause of lung cancer and linking red- and processed-meat consumption to increased risk of colon cancer.

While some earlier studies have included large numbers of Black women, the research wasn’t able to “hone in on the specific drivers of cancer in that population,” said Dr. Alpa Patel, senior vice president of population science at the society and co-principal investigator of the VOICES study, along with Dr. Lauren McCullough.

“In general population studies, you tend to ask questions that are going to be applicable to the majority of the population,” she said. “So going deeply into the lived experiences of discrimination, bias, systematic issues, environmental influences and cultural aspects of health-related behaviors, and how the narratives around them are shaped in different populations — those types of unique aspects of understanding what contributes to cancer in a population weren’t being asked about.”

Women will be surveyed on their use of personal care products, for example, including chemical hair straighteners, which have been implicated in some cancers . The researchers will track stressors related to the physical environment, and factors such as neighborhood walkability, crime, air pollution, access to healthy food and proximity to liquor stores and establishments that sell cigarettes.

Black women have the highest death rates and lowest survival rates for many cancers of any racial or ethnic group. Black men and women have higher rates of colorectal cancer than white Americans do, for example.

Black women die of uterine cancer at twice the rate of white women, are twice as likely to be diagnosed with stomach cancer and more than twice as likely to die of it. They are also 40 percent more likely to die of breast cancer.

Persistently high deaths rates among Black breast cancer patients were one reason the U.S. Preventive Services Task Force cited recently for lowering the age for starting mammography screening to 40 again from 50 .

The racial disparities in breast cancer survival are relatively new. Until the 1970s, there was no racial disparity in breast cancer outcomes between Black and white women, Dr. Patel said.

“We know now there are more aggressive tumors, especially at younger ages in Black women compared to white women, and we don’t fully understand why,” she said.

Recruitment for the study started late last year with a pilot launch in Atlanta and Hampton Roads, Va., and enrollment expanded to other states and Washington in May.

Eligible participants must identify as Black, be assigned female at birth or identify as women, have no history of cancer (aside from common basal or squamous skin cancers) and be between the ages of 25 and 55.

No medication, clinical testing, treatment or lifestyles changes are needed in the study.

Breana Berry, 30, who works in public health near Atlanta, signed up as soon as she could, as did her mother, Jacquelyn Berry, 53, who is a caregiver to a friend with breast cancer and lost her husband to pancreatic cancer three years ago, when he was 53.

“My husband complained of stomach issues for two years, and was misdiagnosed and misdiagnosed and misdiagnosed,” she said. He died shortly after getting the proper diagnosis, which was advanced pancreatic cancer.

“I’m interested in the whys,” she said. “Why are there such huge disparities? This is not an overnight study, you have to track people for a long time. It’s a huge commitment, but I’m in. I know our voices will make a difference — to my great-great-grandkids.”

Roni Caryn Rabin is a Times health reporter focused on maternal and child health, racial and economic disparities in health care, and the influence of money on medicine. More about Roni Caryn Rabin