case study on whatsapp ppt

5 inspiring WhatsApp Business case studies

WhatsApp Business has become a communication channel you can’t miss out on. Why? The answer is easy: it’s where your customers are and where they want you to be.

Many businesses are already successfully using WhatsApp Business. They have shown mindblowing results in sales, customer experience, and customer service. I’ve collected 5 WhatsApp Business API case studies that show you the possibilities of using WhatsApp as a Business.

Get ready to dive into the world of WhatsApp Business. 

Online Fashion Retailer Modanisa

Uses whatsapp business to offer quick, digitized service and increase their sales..

As an online fashion retailer, Modanisa experienced the increasing demands of its customers. That’s why they started looking for a way to give their customers a smoother customer experience and reduce their customer service response time. They found their solution in WhatsApp Business.

Using WhatsApp chatbots as a solution

First, Modanisa started building ‘Nisa’, a customer service chatbot powered by WhatsApp. The chatbot answers frequently asked questions and more personal questions by using dynamic content, all in five languages. By tracking the phone number back to the customer’s order, the chatbot can resolve questions about orders, returns, deliveries, and many other topics.

After building this customer service chatbot, Modanisa started building a second chatbot. This chatbot is more focused on e-commerce and helps customers during the entire customer journey: from browsing through the Modanisa catalog to buying a product.

Modanisa’s success in numbers

This WhatsApp Business Case Study of Modanisa is a perfect example of how WhatsApp can help you improve your customer service and increase your sales. Here are some numbers to invigorate this: 

• 70% of customer inquiries are now completely resolved by the chatbot
• 56% of customer contact takes place on WhatsApp
• 55% of customers placed their first ever-order through WhatsApp
• 36% cost savings in operating call centers

📚 Related: How to build a chatbot for WhatsApp

Beauty Brand Paragon Technology and Innovation (PTI)

Uses WhatsApp Business to realize personal one-on-one conversations between customers and skin-care experts. 

In this WhatsApp Business Case Study, we shine a light on the Beauty Brand Paragon Technology and Innovation. The brand was looking for a way to give better online beauty consultancy and help customers buy relevant products. They started using WhatsApp Business to reach these goals. 

Creating an in-store experience via WhatsApp Business

PTI integrated WhatsApp Business into their website and social media channels by adding a ‘click to WhatsApp’ link. They also included their WhatsApp information on product packing. From here on, customers could click the link or send a WhatsApp message to start their personal shopping experience. 

This experience starts with a virtual assistant that gathers customer information and routes the customer to the skin expert that matches their needs. Once the personal conversation starts, the skin expert gives advice to the customer, showcases the right products, and tries to close sales directly. 

PTI’s success in numbers

Using Whatsapp Business increases PTI’s market reach, and boosts customer satisfaction and sales. The numbers speak for themselves:

• 600% increase in interactions in one year through WhatsApp
• 98.9% customer satisfaction rating, with 100% resolution within 48 hours. 
• 10 times more inquiries are handled through WhatsApp. 
• Increased sales conversations with WhatsApp. 

DIY store Hubo

Uses whatsapp to give diy advice and receive orders. .

Hubo started using WhatsApp when COVID-19 hit the Netherlands. At this time, many people decided to give their homes a makeover. And for their projects to be a success, they needed tools, materials, and of advice from professionals. Hubo then started offering their advice remotely and chose WhatsApp Business to help them do the job.

More than 180 Hubo stores, one WhatsApp number

When a customer wants to get in touch with Hubo, they can start a WhatsApp conversation on their website. After sharing their name, the customer can select the location they would like to get in touch with. By using a location finder, the conversation automatically forwards to one of the 180 Hubo locations. From that point on, the customer can chat with their local Hubo store. They can ask for advice by sharing pictures of certain situations or they can place an order they would like to pick up later. 

Would you like to use one WhatsApp number for multiple store or office locations too? Hubo uses Trengo to make this possible. In Trengo, they can not only collaborate on WhatsApp Business but also include other channels such as Facebook Messenger, Instagram, and email. 

Hubo’s success in numbers

For Hubo, WhatsApp turned into their number one communication channel, and for some store locations even the big revenue maker. 

• Some Hubo stores currently get 60% of their revenue via WhatsApp. 
• Hubo receives about 700 WhatsApp messages a day via Trengo. 

📚 Related: WhatsApp e-commerce: a complete guide

Uses WhatsApp Business to create a personalized customer journey for each customer. 

How do you sell a perfume that the customer hasn’t smelled before? That’s a tough question to answer. You have to start thinking about other ways to let customers experience your products. That’s when Parfumado came up with the idea to create a personalized customer journey via WhatsApp. One in which they interact with customers using quizzes and offer exceptional customer service. 

Personal customer contact in the most efficient way

For Parfumado, WhatsApp has now become a very important communication channel. They can make personal contact with the customer and take that opportunity to link relevant marketing actions to conversations. For example, they invite customers to contact them via WhatsApp through a QR code. When the conversation opens the customer is asked for a screenshot of their perfume calendar. After sending the screenshot, they receive an automatic link with a form to fill out. When they’ve filled in the form, they will receive special perks. These sorts of interactions will make them customers with a longer lifetime value.

Trengo helps Parfumado set up a personal customer journey via WhatsApp. Besides that, Parfumado also uses Trengo to collaborate more efficiently, create an overview of incoming conversations from different channels and automate communication.

Digify Africa

Uses Whatsapp Business to educate African youth on the digital skills they need for career success.

Young people in Africa confront one of the world’s highest unemployment rates. Digify Africa wants this to change. That’s why they wanted to provide learning programs that educate youth on digital marketing and entrepreneurship and offer them freelance training. But there was one challenge: how do you offer online learning when there’s limited access to computers and laptops? As WhatsApp is one of the most popular communication channels in Africa, they decided to use the WhatsApp Business API and build two distinct chatbots for their learning programs. 

Using WhatsApp as a unique learning environment

Learners can start their learning on WhatsApp by either scanning the QR code on social media, clicking on Facebook or Instagram ads or sending a message directly through WhatsApp. In a central menu, learners can then start with a course module or pick a course of their choice. After completing a course, their knowledge will be tested via a quiz, and they can track their progress on a leaderboard. When a learner finishes all the modules, they earn a certificate that will help them find work in the future.

Digify Africa’s success in numbers

It's great to see that WhatsApp can play such an important role in educating people and lowering the unemployment rates in Africa. Here are some amazing results:

• In less than one year, 136,000 people completed training through either one of the chatbots (compared to 120,000 people in their 11 years of operations). 
• The learning program counts almost 40,000 active learners each week. 
• 50% of learners who start a course also complete it

Write your own success story with WhatsApp Business

These five WhatsApp Business API success stories are just examples of how WhatsApp Business can help you achieve your goals and grow your business. Hopefully, they inspired you to start writing your own success story. 

Don’t worry, you don’t have to do it alone. At Trengo, we would love to help you get started with WhatsApp Business and enjoy all the extra benefits our omnichannel communication platform offers.

In Trengo, you can work together on Whatsapp messages with your team, use innovative tools to automate your communication, and connect many more messaging channels besides WhatsApp Business. What are you waiting for? Let’s get started with WhatsApp Business together.

Start your 14-day free trial at Trengo here

Everything your business needs to know about the omnichannel customer experience

How will an omnichannel communication platform improve customer experience?

The what, why and how of a shared WhatsApp inbox

Let's meet, self service.

• E-Commerce Mobile App
• Education Mobile App
• Food Delivery Mobile App
• Taxi Booking App
• Chatting Mobile App
• Dating Mobile App
• Grocery Mobile App
• Flight Booking App
• Salon Mobile App
• Pharmacy Mobile App
• Healthcare App Solutions
• Classified Mobile App
• Doctors Appointment App
• E-wallet App Development
• Readymade eCommcerce Mobile App Solution
• Real Estate App Development Company
• Business directory website development
• iPhone App Development
• Android App Development
• Swift App Development
• Kotlin App Development
• React Native App Development
• Game Development Services
• Flutter App Development
• PHP Development
• WordPress Development
• ReactJs Development
• Laravel Development
• Mean Stack Development Company
• CakePHP Development
• AngularJS Development
• Dot Net Web Development
• NodeJS Development
• CSS3 Development
• Python Development Services
• JavaScript Development
• Html5 Development
• Hosting Services
• SEO Services
• Google PPC Ads
• Content Marketing
• Shopify Design & Development
• Woocommerce Web Development
• Opencart Development
• Big-commerce
• UI/UX Design
• Machine Learning
• Generative AI
• Hire iPhone App Developers
• Hire Android Developers
• Hire React Native Developers
• Hire Flutter App Developer
• Hire WordPress Developers
• Hire PHP Developers
• Hire Laravel Developers
• Hire CakePHP Developers
• Hire Magento Developers
• Hire Shopify Developers
• Hire Angularjs Developers
• Hire Nodejs Developers
• Hire Java Developers
• Testimonials
• BOOK A CONSULTATION

Case Study: How WhatsApp Became the Best Messaging App on Android

by Bharat Arora · Updated on August 28, 2021

Tables of Content

What is whatsapp messenger.

• Why does it attract users?

WhatsApp: Role and History

• Discover How Chat Apps like WhatsApp Achieve Their Glory

WhatsApp Marketing Strategy

Uses and work flow of whatsapp.

• What can you use to build your user flow?

Build a WhatsApp Clone App for your Business: Conclusion

Do you want to know how WhatsApp became the best messaging app on android?

Well, you are not alone in this. Many business owners and developers are thinking about the same. But only a few progress from thinking to developing.

To understand this, you need to be aware of WhatsApp’s role, history, marketing strategy, and the app’s user flow.

In this blog, we’ve described every point. But before digging deep into the minor details, let’s look at the bigger picture to understand if it’s worth investing money in messaging app development .

Before developing the application

Let’s dive in deep and understand what a messaging app is

Need an App Like WhatsApp?

Want to know the exact cost? Want to get a free consultation from our experts?

Schedule a Call

Let’s begin with the basics.

WhatsApp: what is it? Why do we need it excitingly?

WhatsApp is a mobile application that is helping people in exchanging short texts online.

And it’s not just the most profitable project, and it’s a typical image of the American Dream come right.

It is the legend of an immigrant from a low-income family who became a billionaire and granted humankind a new helpful service.

No surprise, we want to learn how to develop an application like WhatsApp!

The nature of the app is displayed in its name.

It offers us to reach our friends or families to find out how they are feeling.

WhatsApp is very popular outside the United States and strongly competes with Asian messengers.

What’s more, the app is in high demand in the emerging markets of Brazil, Turkey, and Mexico.

Since its launch in January 2009, WhatsApp has grown into the industry leader.

It is available on almost all mobile operating systems.

If you want to understand how to build an instant messaging or chatting app like WhatsApp, you need to study your opponent seriously.

Why Does It Attract Users?

The following essential features provide its reputation in the world messenger market:

• Registration by contact number
• Real-time events
• Sharing images and files
• Recording of voice messages
• Voice calls

WhatsApp was developed in January 2009. This instant chatting phone app was quick to take the world by thunder.

Its popularity started more and more developers to try their hand at making related applications.

WeChat, Viber, Telegram, Discord, and Kakao Talk are just a few of the copycat messaging applications available in the market today.

In February 2014, WhatsApp was acquired by Facebook in what is to date Facebook’s biggest asset.

Estimations say that its user base has surpassed 1.56 billion, quickly becoming the most used messaging app worldwide.

So, if you want to understand how to build a chat application like WhatsApp too?

Keep reading, especially if you’re going to learn how to make a chat application for Android devices .

Discover How Chat Apps Like WhatsApp Achieve Their Glory

Discover How Chat Applications like WhatsApp Achieve Their Glory

It all began in 2009 when Jan Koum and Brian Acton quit their cushy jobs at Yahoo to develop their messaging app.

Nobody could’ve guessed that their messenger would quickly become the fastest-growing application ever.

In February 2020, WhatsApp passed 2 billion active users, each sending 35+ messages a day.

In late March, its usage increased by 42%.

What’s even more important is that its creators achieved this without spending any money on promoting the app.

So what makes WhatsApp so popular?

• It was the first of its type.
• The bulk of messengers and VoIP services like Skype were desktop-based. WhatsApp was the first company that chose the mobile-first program.
• It was an affordable option for texting services.
• Unlike Skype, which intended to cut the cost of international calls, WhatsApp targeted SMS (which was quite pricey at the time). The messenger became very famous by charging only $0.99 a year before becoming utterly free in January 2016.
• It clarified user login.
• A complex login procedure was one of the most irritating parts of using Skype. WhatsApp was one of the first messaging apps that permitted users to register with a phone number and import their contacts with a single click.
• It has gained power through word-of-mouth marketing.
• Alternatively to advertising, WhatsApp creators relied on word of mouth: positive reviews and recommendations created plenty of new users. Over 50% of users install a particular messenger to be nearer to their friends who already use the application.
• It is a multi-platform application.
• Despite beginning life as an iPhone app, WhatsApp instantly captured other platforms. It became usable on Android, Windows Phone, Blackberry 10, Blackberry, Nokia s40, Mac, and PC. It supported the app take the leading position in nations like India, Malaysia, and South Africa, where iPhones were not popular.
• It supports a users-first approach.
• At the time, most messaging applications made money through ads. Instead of going for easy money, WhatsApp chooses to provide a better experience. And people preferred the app that didn’t spam them with irritating ads.
• Constant developments.
• WhatsApp started as an easy texting application. You can now share images and GIFs, make video and audio calls, set up group chats, and even post a Status, just like in Instagram or Snapchat Stories.

It is fascinating to find out what methods the application used to achieve such fantastic achievement! What is the secret?

Let’s analyze WhatsApp’s things to see if we can adopt some of its ideas and tactics to build a WhatsApp clone of our own.

1. The Correct Idea at The Correct Time

When Jan Koum brings up the idea of the service of the sort, the constant online Internet audience numbered billions of users.

In such circumstances, the task to embrace an audience of several hundred million turned out to be an attainable goal.

So the growth of the number of mobile phones connected to the Network immensely helped the plans of WhatsApp’s owners.

Taking the help of the existing infrastructure, the company fully tapped into its resources and developed chat applications offering real-time interaction with the best UX.

2. Suitable Transformation of Strategy

Not everyone knows that WhatsApp wasn’t always into the messaging apps.

Initially, Jan Koum made it an iPhone app whose primary job was to show the status of customers in the contact list of people.

The need to build such a “status service” became clear to Jan Koum after one event, that happened in his life.

He was in the gym when his fierce boss from Yahoo! company called to discover why he wasn’t at the office.

And this was a moment when Jan recognized the usefulness of having a unique program with statuses showing the level of contact availability.

Soon, Apple had launched a push notification system, and Koum benefited from the discovery by integrating it into WhatsApp.

Customers liked the feature so much that they began sending notifications to each other. Koum was delighted to find out he had managed to create a messenger app though he didn’t mean to create one.

Reflecting on the general mood of users, Koum had released WhatsApp 2.0, which had a lot more instant chat app features. Thanks to this foresight, the number of users had reached 250 thousand people at a fast clip.

3. The Most Desirable Alternative to SMS and MMS Messages

There is no suspicion that WhatsApp’s growth has changed because using the app is much more affordable than sending MMS and SMS.

Since WhatsApp relied on 3G and 2G technologies, users could neglect the constant conditions of mobile operators and the high price of all the services.

Besides, WhatsApp offered advanced features, which mobile operators did not have: group chats, the capability to share your location or send audio and video files.

Without any doubt, the extensive functionality made such an instant messaging app more engaging in users’ eyes.

4. Confidentiality

As you know, working with customer’s data is always a huge burden, and this is what the WhatsApp group had taken very sincerely in the process of building an instant chatting app.

WhatsApp doesn’t collect your private info, such as gender, name, age, and address.

People do registration using a phone number, which eliminates the need to remember logins and passwords.

And there is one more benefit that messages are deleted forever from WhatsApp servers after being delivered.

All these factors, undoubtedly, also added to WhatsApp’s success.

Do you know what this is all about? Of course, about advertising!

To create a chatting app like WhatsApp, you must know that your strong competitor has given users maximum comfort in their communication process.

Everyone hates advertising, but we all believe the outcomes or results that advertising has.

That’s why it’s fun to get at one’s disposal an instant messenger, which meets the need for communication and doesn’t irritate us with advertisements.

WhatsApp creators anticipated such a response. While being interviewed by Fast Companies, Koum reveals that he considers smartphones to be personal devices, unacceptable for advertisement purposes.

He says that when you receive a message from a loved one, you want to answer quickly, not being distracted by advertising.

6. Reliable Functionality

As we’ve already described, WhatsApp is not only running without placing ads; the company itself doesn’t pay money either on advertising or on bringing users.

Instead, the service founders focused on creating a valuable product.

Being intent on improving their mobile application, the creators have figured out how to build an instant chatting app of the highest level and the best quality.

Of course, we, users, appreciate these efforts by joining the ranks of its supporters.

7. Cross-Platform Scripting

Multi-platform support is another critical point of the WhatsApp marketing strategy.

Kum and Acton understood: the more customers, the better.

Therefore, they chose to create a messenger application, including not just smartphone users.

So they needed to make their app cross-platform, available to an extensive range of mobile devices, including the old ones.

8. Comfort and Ease of Use

There is no doubt that the WhatsApp app has a user-friendly interface. And the presence of such a factor doesn’t diminish its worth.

Therefore, a well-thought-out and uniform interface should be taken into the record by everyone who wants to build a WhatsApp clone a.

9. Word of Mouth

All of these factors have created WhatsApp a valuable and helpful service.

And then the word-of-mouth impact did the trick: every user who acknowledged the advantages of the excellent application wanted to share his opinions with friends.

It caused a viral effect, and it’s still the chief growth engine for WhatsApp.

10. Network Effect

Progressively, the WhatsApp user base touched the limits when the network effect triggers, which led to an improvement in the WhatsApp value.

It is usually the case for large social networks, such as Instagram and Facebook.

Agree; if a person downloads WhatsApp and finds out that 30 or 40 people from the list of his contacts have already been using the very same messenger, he’s unlikely to delete it.

Moreover, there is a chance of him giving invitations to his friends as possible new users.

So keep a network effect in mind if you want to create a chat application like WhatsApp.

What is the use of WhatsApp, and how does it work? These are the following questions on the list of essential points, explaining how to create a messaging app like WhatsApp.

Assume you want to begin using WhatsApp. What will be the course of your actions?

• Download and install WhatsApp

• Having accepted the terms & conditions of service: Enter your mobile number in the designated field and wait for the OTP.
• Then, enter your verification code: Then you’ll be sent to the profile page of the instant chatting app.
• Enter your name and upload the profile photo: It’ll help your contacts know you without any difficulty.
• If you’ve already installed WhatsApp, it will offer you the opportunity to restore the messaging history.

As you can see, WhatsApp tries to clarify the registration process as much as possible, and it makes the user’s interaction with the app more reliable.

Bear it in mind while thinking of creating an instant chatting app.

After the easy registration process, the user is ready to start talking. It’s pretty straightforward:

• Click on the button to send a new message : On the iPhone, it’s located in the top right-hand corner and resembles a pencil and a notepad. On Android, you’ll find it in the bottom right-hand corner. The button looks like a message icon. Tap on the button to generate a new Messaging App. After that:
• Click on the “New group” option to use various contacts to organize group communication.
• Then tap on the person’s name you need in the contacts to start communicating with him personally.
• Like all the best instant chatting apps : The program allows you to send attachments, such as:
• I just took a picture
• A photo or video file from the smartphone Gallery;
• A map with your location;
• The contacts info of the user from the list of your contacts.
• Additional features (you should think about creating them if you want to build a WhatsApp clone):
• Voice messages: you can make an audio recording and send it to a friend;
• Phone or video calls.

What Can You Use to Build Your User Flow?

• The most straightforward registration system;
• The most advanced functionality, especially about chatting features in the app
• Safety of the top-level

We’ll address all these problems in more particular when explaining how to make an application like WhatsApp Messaging App.

But first, let’s pay attention to WhatsApp’s opponents because they are your competitors also.

How To Create A WhatsApp Clone Application In Easy Steps

Step 1: prepare the project’s mvp features list.

Build the list of the essential messaging project features to create an application’s Minimum Viable Product, i.e., the product’s first version.

Step 2: Choose an outsourcing company

Discover the development team that will meet your cost requirements, time, and quality.

Step 3: Launch the discovery phase

During the project development phase, developers create functional and non-functional specifications for your business project, project technical documentation, recommend its architecture, write user stories, prioritize functionality and design a clickable model.

Step 4: Initiate the development phase

Developers maintain the project’s tech documentation as a reserve for developing the project’s minimum viable product (MVP). The design team creates drawable screens for your business app using a clickable prototype’s design as a reference.

Messaging apps are now gaining force. WhatsApp is the most famous and downloaded chatting app that includes over 2.2 billion active monthly users, followed by WeChat and Facebook Messenger.

To build your WhatsApp clone project, make sure you’re following the steps we listed down below:

• Collection of features
• Choosing the best developers
• Beginning the project discovery stage
• Initiate the development stage.

While developers will complete the functionality and the design of your app, don’t waste time.

You should gather knowledge about how you will raise funds for further developments for a messaging clone application and examine marketing strategies to use to attract customers to your project.

If you are searching for the top development team to answer your questions about your business purpose, you can rely on us. Contact our business development team to get a free consultation.

Do You Have a Chatting App Idea But Don’t Know What To Do Next?

• Schedule a call – Our senior developer will connect with you on a zoom or skype call.
• Discuss your project – Share your app idea with our expert. He will understand and suggest the best solution.
• Sign NDA – Your project idea will be secured by NDA agreement. 100% Secure.

Share Details

business development

Chat application, chat application for android, chat application for android devices, chatting app, chatting app idea, create a whatsapp clone appl, create a whatsapp clone application, downloaded chatting app, facebook messenger, messaging app, messaging app development, messaging app development in usa, messaging apps, whatsapp clone app, bharat arora.

I'm Bharat Arora, the CEO and Co-founder of Protocloud Technologies, an IT Consulting Company. I have a strong interest in the latest trends and technologies emerging across various domains. As an entrepreneur in the IT sector, it's my responsibility to equip my audience with insights into the latest market trends.

Related Blogs

AngularJS 5 Advantages for Modern Web Development

Web development is a fast industry. Developers need frameworks to help them...

• May 1, 2024

How a WordPress Consultant Enhances Your Website’s Functionality

WordPress Consultant - Building and keeping a strong online presence is imp...

• Mar 30, 2024

18+ Free Intermittent Fasting Apps – Non-subscription 2024

Free Intermittent Fasting Apps -The global wellness landscape is buzzing ab...

• Mar 28, 2024

The key steps to successful Mobile App Design and Development

In today's digital world, Mobile App Design and Development are more than ...

• Jun 23, 2023

Top 5 Benefits Why Every Restaurant Needs a cheapest food delivery app in 2024?

In this blog, We will explain why investing in a cheapest food delivery app...

• Oct 9, 2021

Top 15 Uber-like App Ideas to Start Money Making Business in 2023

The world is inevitably changing at bolt speed. With users looking for conv...

• Sep 8, 2021

Interesting Facts And Features of OLA

Do you ever wonder how about what is the history of Ola Business Case Study...

• Sep 2, 2021

Top 10 Free Study Mobile Apps For Students & Kids in 2023

It has not been long when parents and teachers tried everything to stop the...

• Aug 20, 2021

Top 19 Services With Boom In The On Demand Market

You have seen how the on-demand industry has shown tremendous growth in the...

• Aug 18, 2021

9 Best Online Food Ordering Apps That Are Liked By Customers in 2023

If you look around you can easily find delivery guys of various food orderi...

• Aug 16, 2021

Benefits of Using Mobile App And Top 11 App Ideas For Education Industry

Recently, we have seen how the education field has changed and is moving in...

• Aug 11, 2021

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Talk to us and get your project moving!

Let’s discuss your project with our expert and let us know your project idea to turn it into amazing digital product.

Privacy Overview

9 Creative Case Study Presentation Examples & Templates

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

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

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

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actuallyl ead to lost sales and missed opportunities.

When your case study fails to inspire, it's your bottom line that suffers.

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

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

Let me show you shape your case studies into compelling narratives that hook your audience and drive revenue.

Let’s go!

How to create a case study presentation that drives results?

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

Here's how you can do it:

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

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

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

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

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

Visual representation of what a case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.

In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

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

4 best format types for a business case study presentation:

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

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

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

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

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

How to motivate readers to take action?

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

This is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution.

Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

This refers to making the desired action easy to perform. Show how straightforward it is to implement your solution.

Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

This is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built.

It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

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

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

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

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

How to design a great case study presentation?

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

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

Add interactive elements

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

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

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

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

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

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

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

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

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

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

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

Prioritize mobile-friendly design

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

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

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

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

Streamline the design process

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

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

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

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

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

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

Case study presentation examples that engage readers

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

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

What makes this deck great:

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

Light mode case study

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

Marketing case study

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

UX case study

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

Business case study

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

Modern case study

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

Real estate case study

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

Medical case study

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

Dark mode case study

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

Grab a case study presentation template

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

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

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

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

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live.

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Create your best pitch deck to date.

Stop losing opportunities to ineffective presentations. Your new amazing deck is one click away!

Success Stories

See how businesses like yours are transforming customer engagement, driving conversions and improving ROI with the help of WhatsApp Business products.

WhatsApp Business gives organizations of any size, across the globe, the power to turn customer connections into conversations that impact their bottom line .

“With a flexible, streamlined channel in WhatsApp, we not only see time and cost savings in customer care, but actual increase in revenue.”

Head of Marketing and Innovation, Banco Bolivariano

“Making WhatsApp a cornerstone of our customer engagement has helped answer queries of over 85,000 customers and generate high-quality leads every month. [Customers are] twice as likely to apply for a home compared to leads that came from other online sources.”

Joint General Manager, Housing Development Finance Corporation

“Customers who visited [us] from a WhatsApp notification were 1.7x more likely to make a purchase. We’ve seen $500,000 USD in sales attributable to WhatsApp during our Diwali and Black Friday campaigns, with an ROI 10x higher than our conventional channels.”

Customer Retention Manager, Tata CLiQ

Transform your business

WhatsApp Business Platform is for medium to large businesses who are looking to scale engagement of audiences, accelerate sales and drive better customer support outcomes.

Home Blog Business How to Present a Case Study: Examples and Best Practices

How to Present a Case Study: Examples and Best Practices

Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post! 

Table of Content s

• Why Case Studies are a Popular Marketing Technique 

Popular Case Study Format Types

How to write a case study: a 4-step framework, how to do a case study presentation: 3 proven tips, how long should a case study be, final tip: use compelling presentation visuals, business case study examples, what is a case study .

Let’s start with this great case study definition by the University of South Caroline:

In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.

In simpler terms — a case study is investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.

A standard business case study provides insights into:

• General business/market conditions 
• The main problem faced 
• Methods applied 
• The outcomes gained using a specific tool or approach

Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm. 

But this is a topic for another time. In this post, we’ll focus on teaching you how to write and present a business case, plus share several case study PowerPoint templates and design tips! 

Why Case Studies are a Popular Marketing Technique 

Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.

A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist). 

For the above purpose, case studies work like a charm. Per the same report: 

• For 9% of marketers, case studies are also the best method for nurturing leads. 
• 23% admit that case studies are beneficial for improving conversions. 

Moreover, case studies also help improve your brand’s credibility, especially in the current fake news landscape and dubious claims made without proper credit. 

Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject. 

Most case studies come either as a slide deck or as a downloadable PDF document. 

Typically, you have several options to distribute your case study for maximum reach:

• Case study presentations — in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc. 
• Dedicated website page — highlighting case study examples on your website is a great way to convert middle-on-the-funnel prospects. Google’s Think With Google case study section is a great example of a web case study design done right.

• Blog case studies — data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell. 
• Video case studies — video is a great medium for showcasing more complex business cases and celebrating customer success stories.

Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data. 

But let’s say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Here’s how you should do it. 

1. Identify the Problem 

Every compelling case study research starts with a problem statement definition. While in business settings, there’s no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.

Be sure to mention: 

• What’s the purpose of the case study? What will the audience learn? 
• Set the scene. Explain the before, aka the problems someone was facing. 
• Advertise the main issues and findings without highlighting specific details.

The above information should nicely fit in several paragraphs or 2-3 case study template slides

2. Explain the Solution 

The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at length about how the subject went from before to the glorious after. 

Here are some writing prompts to help you articulate this better:

• State the subject’s main objective and goals. What outcomes were they after?
• Explain the main solution(s) provided. What was done? Why this, but not that? 
• Mention if they tried any alternatives. Why did those work? Why were you better?

This part may take the longest to write. Don’t rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.

3. Collect Testimonials 

Persuasive case studies feature the voice of customer (VoC) data — first-party testimonials and assessments of how well the solution works. These provide extra social proof and credibility to all the claims you are making. 

So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain quantifiable results.

4. Package The Information in a Slide Deck

Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information. 

As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where you’ll provide more context and perhaps share some quantifiable results.

For example, if you look at case study presentation examples from AWS like this one about Stripe , you’ll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.

Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides. 

Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong business case, follow these quick techniques. 

Focus on Telling a Great Story

A case study is a story of overcoming a challenge, and achieving something grand. Your delivery should reflect that. Step away from the standard “features => benefits” sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how you’ve helped them succeed. 

The premises of your story can be as simple as:

• Help with overcoming a hurdle
• Gaining major impact
• Reaching a new milestone
• Solving a persisting issue no one else code 

Based on the above, create a clear story arc. Show where your hero started. Then explain what type of journey they went through. Inject some emotions into the mix to make your narrative more relatable and memorable. 

Experiment with Copywriting Formulas 

Copywriting is the art and science of organizing words into compelling and persuasive combinations that help readers retain the right ideas. 

To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:

• AIDCA — short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audience’s attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issue—finally, prompt follow-up action such as contacting you to learn more. 
• PADS — is short for Problem, Agitation, Discredit, or Solution. This is more of a sales approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions won’t cut it, and then present your option. 
• 4Ps — short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes. 

Take an Emotion-Inducing Perspective

The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through. 

One of the ways to build this connection is by speaking from an emotion-inducing perspective. This is best illustrated with an example: 

• A business owner went to the bank
• A business owner came into a bank branch 

In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees — a role you’d like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches. 

One common question that arises when creating a case study is determining its length. The length of a case study can vary depending on the complexity of the problem and the level of detail you want to provide. Here are some general guidelines to help you decide how long your case study should be:

• Concise and Informative: A good case study should be concise and to the point. Avoid unnecessary fluff and filler content. Focus on providing valuable information and insights.
• Tailor to Your Audience: Consider your target audience when deciding the length. If you’re presenting to a technical audience, you might include more in-depth technical details. For a non-technical audience, keep it more high-level and accessible.
• Cover Key Points: Ensure that your case study covers the key points effectively. These include the problem statement, the solution, and the outcomes. Provide enough information for the reader to understand the context and the significance of your case.
• Visuals: Visual elements such as charts, graphs, images, and diagrams can help convey information more effectively. Use visuals to supplement your written content and make complex information easier to understand.
• Engagement: Keep your audience engaged. A case study that is too long may lose the reader’s interest. Make sure the content is engaging and holds the reader’s attention throughout.
• Consider the Format: Depending on the format you choose (e.g., written document, presentation, video), the ideal length may vary. For written case studies, aim for a length that can be easily read in one sitting.

In general, a written case study for business purposes often falls in the range of 1,000 to 2,000 words. However, this is not a strict rule, and the length can be shorter or longer based on the factors mentioned above.

Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as: 

• A product demo/preview
• Processes chart 
• Call-out quotes or numbers
• Custom illustrations or graphics 
• Customer or team headshots 

Use icons to minimize the volume of text. Also, opt for readable fonts that can look good in a smaller size too.

To better understand how to create an effective business case study, let’s explore some examples of successful case studies:

Apple Inc.: Apple’s case study on the launch of the iPhone is a classic example. It covers the problem of a changing mobile phone market, the innovative solution (the iPhone), and the outstanding outcomes, such as market dominance and increased revenue.

Tesla, Inc.: Tesla’s case study on electric vehicles and sustainable transportation is another compelling example. It addresses the problem of environmental concerns and the need for sustainable transportation solutions. The case study highlights Tesla’s electric cars as the solution and showcases the positive impact on reducing carbon emissions.

Amazon.com: Amazon’s case study on customer-centricity is a great illustration of how the company transformed the e-commerce industry. It discusses the problem of customer dissatisfaction with traditional retail, Amazon’s customer-focused approach as the solution, and the remarkable outcomes in terms of customer loyalty and market growth.

Coca-Cola: Coca-Cola’s case study on brand evolution is a valuable example. It outlines the challenge of adapting to changing consumer preferences and demographics. The case study demonstrates how Coca-Cola continually reinvented its brand to stay relevant and succeed in the global market.

Airbnb: Airbnb’s case study on the sharing economy is an intriguing example. It addresses the problem of travelers seeking unique and affordable accommodations. The case study presents Airbnb’s platform as the solution and highlights its impact on the hospitality industry and the sharing economy.

These examples showcase the diversity of case studies in the business world and how they effectively communicate problems, solutions, and outcomes. When creating your own business case study, use these examples as inspiration and tailor your approach to your specific industry and target audience.

Finally, practice your case study presentation several times — solo and together with your team — to collect feedback and make last-minute refinements! 

1. Business Case Study PowerPoint Template

To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.

Use This Template

2. Medical Case Study PowerPoint Template

3. Medical Infographics PowerPoint Templates

4. Success Story PowerPoint Template

5. Detective Research PowerPoint Template

6. Animated Clinical Study PowerPoint Templates

Like this article? Please share

Business Intelligence, Business Planning, Business PowerPoint Templates, Content Marketing, Feasibility Study, Marketing, Marketing Strategy Filed under Business

Related Articles

Filed under Business • May 17th, 2024

How to Make a Transition Plan Presentation

Make change procedures in your company a successful experience by implementing transition plan presentations. A detailed guide with PPT templates.

Filed under Business • May 8th, 2024

Value Chain Analysis: A Guide for Presenters

Discover how to construct an actionable value chain analysis presentation to showcase to stakeholders with this detailed guide + templates.

Filed under Business • April 22nd, 2024

Setting SMART Goals – A Complete Guide (with Examples + Free Templates)

This guide on SMART goals introduces the concept, explains the definition and its meaning, along the main benefits of using the criteria for a business.

Leave a Reply

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

• Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

• Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

• Google Tag Manager
• Infographics
• Daily Infographics
• Popular Templates
• Accessibility
• Graphic Design
• Graphs and Charts
• Data Visualization
• Human Resources
• Beginner Guides

Blog Business How to Present a Case Study like a Pro (With Examples)

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

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

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

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

Discover popular designs

Infographic maker

Brochure maker

White paper online

Newsletter creator

Flyer maker

Timeline maker

Letterhead maker

Mind map maker

Ebook maker

Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

• Share on Facebook
• Share on LinkedIn

Link copied

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

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

PowerPoint Single-Slide Case Study Presentation Template

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

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

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

PowerPoint Marketing Case Study Template

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

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

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

PowerPoint Problem-Solution-Impact Case Study Template

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

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

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

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

PowerPoint Comparative Study Template

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

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

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

PowerPoint Customer Journey Case Study Template

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

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

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

PowerPoint Case Study Storyboard Template

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

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

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

Key Components of Successful Case Study Presentations

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

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

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

Different Types of Case Study Presentations

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

The following list outlines various types of case study presentations:   

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

Expert Tips for Case Study Presentations

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

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

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

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

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

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

Streamline and Collect All the Elements Needed for a Case Study with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

memorial day

12 templates

151 templates

15 templates

11 templates

39 templates

christian church

29 templates

Business Case Strategy Study

It seems that you like this template, business case strategy study presentation, free google slides theme and powerpoint template.

A business case strategy study might sound like something dry and boring, but with the right template it can become an engaging project! When setting out a business case study, first consider your objectives; what are you hoping to achieve? This template will help you find feasibility and economy solutions best suited to your needs. Get ready for success with your business case strategy study!

Features of this template

• 100% editable and easy to modify
• 35 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the resources used

How can I use the template?

Am I free to use the templates?

How to attribute?

Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

Related posts on our blog.

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides

How to Change Layouts in PowerPoint

How to Change the Slide Size in Google Slides

Related presentations.