case study and success story

What is the Difference between Success Stories and Case Studies?

Julian lumpkin.

• September 1, 2020
• Using Case Studies

Success Stories and Case Studies are terms that are often used interchangeably. However, there are small but important differences between the two types of B2B marketing content. This article identifies those differences so you can determine which type of content is right for you and your business.

What are Success Stories?

Success Stories are similar to Client Testimonials in that they showcase a client’s high opinion of your company. They identify why the client likes your company, what your company did well, and the specific reasons why the client would recommend you.

However, a Success Story is more formally presented than a Client Testimonial. It’s usually a short, high-quality video or a well-designed one-page PDF. You can think of a Success Story as a lite version of a Case Study.

Click here for an example of one of our Success Stories.

What are Case Studies?

In short, Case Studies contain everything that Success Stories do, but they offer a lot more context. They describe what the client was dealing with, what solution your company installed, and why that solution made such a difference to the client. Case Studies prove the business case for the relationship and allow readers (i.e., your prospects) to really understand how your solution works for another organization.

A Case Study is longer than a Success Story, and its word count can vary anywhere from 500 to 1,500 words. Great Case Studies leverage quotes through the text and often use visuals to illustrate points.

Click here to review our library of the Case Studies we’ve created for our clients.

Whether you prefer Success Stories or Case Studies, both documents are powerful pieces of marketing content that foster trust and engagement between you and your prospects. But creating either content type can be a complicated, in-depth process. If you need help creating yours, reach out to us at [email protected] —we’re happy to help!

Julian has focused his career on B2B sales and sales management, specifically bringing new technologies to market. After years as an elite sales rep, he began leading teams, specifically focused on coaching sales reps on how to be direct, credible, and respected throughout the sales process. Julian conceived of and designed SuccessKit when running an 18 person sales-team at Axial, a b2b startup, as a way to help sales reps have better conversations by utilizing customer success examples and other content more effectively.

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Milo Sindell President, Skyline G

“If you’re looking for Case Studies, this is a really nice little organization to partner with. Our experience, frankly, has been excellent.”

Franklyn Peart Co-Founder, CentreStack

“We’re already recommending SuccessKit to our customers.”

John Morgan Director of Marketing, Elemental Machines

“The SuccessKit team has been great. We can tell them, ‘ABC Company had this problem,’ and they will document our solution.”

Don Mennig CEO, Evolve IP

“Julian and his team have done an excellent job for us. Definitely recommend working with them for Case Studies. ”

David Bohram Director of Marketing, Tax Guard

“I didn’t think it’d be successful to outsource Case Studies, but Julian and his team made it so easy.”

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“I really appreciate how SuccessKit takes the reins and produces such great results, allowing us to focus on what we need to do to grow the business.”

Damon Baker CEO, Lean Focus

“SuccessKit’s Case Studies give us a distinct advantage over our competition when prospects are comparing service providers.”

Chris Connor Sales Manager, SwervePay

“We’ve really appreciated the work that Julian and his team have done for us.  Very happy with the results.”

Shawn O’Daniels CEO, CSN

“SuccessKit figured out how to show the world what we do for our clients. I am blown away by the Case Study .”

James Dirksen CEO, DeepSurface Security

“This is just about the best Case Study I’ve ever seen.”

Christopher Levy CEO, BuyDRM

“The Case Study SuccessKit created for us was elite.”

Kendall Kunz CEO, Forms On Fire

“SuccessKit made it easy for clients to see what other clients see, and it’s led to more sales.”

Phil Curtolo Vice President of Sales, Software Consulting Services

“SuccessKit takes the pain and suffering out of creating quality Case Studies.”

Luke Anemone CEO, COMMANDO

“Working with SuccessKit has been pivotal in growing our client base and giving potential advertisers really good content about what we can do.”

Linze Kay Lucas Business Analyst and SEO Consultant, Stellium SEO

“I cannot speak highly enough about my experience working with SuccessKit. They were completely respectful of my client’s time and needs, as well as my own.”

Joanie Berkery Marketing Director, Adapex

“SuccessKit really helped us build the framework and presentation for our Case Study.”

Troy Stein VP, Customer Advocacy, TechSmith

“Quality results. Authentic storytelling and quotes. Easy to work with. I’m signing up for more.”

Julie Matheney Associate Director of Digital Marketing, Feathr

“I highly recommend the SuccessKit team to anyone who’s looking to produce Case Studies.”

Robin Smith Founder and President, ASK-CRM

“We are definitely recommending SuccessKit to the peers that we work with and our existing clients.”

Ace Rosenstein President, Bravo Business Media

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Ari Haas Founder, Dijy

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Sidney Rogers Marketing Manager, Groove Technology Solutions

“The SuccessKit team is very professional, and they ensure that they take care of everything in a timely manner.”

Ashlyn Burgett Director of Marketing, Dedicated IT

“The SuccessKit team makes the Case Study process painless, and they have the expertise to create high-quality content that is invaluable to sales and marketing teams.”

Carly Brightwell Head of Marketing, North Labs

“If you need Case Studies for your business, we highly recommend SuccessKit. We recieved exactly want we asked for!”

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“I love working with the SuccessKit team because they make it really easy for me to focus on my business while they produce Case Studies that drive our brand forward.”

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15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

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Customer Success Stories: How to Write and Where to Use Them for Maximum Impact

December 22, 2022 Contributor: Shubham Gupta

Create convincing customer success stories to boost sales, build trust with prospects and increase customer loyalty.

If you’re reading this article, it shows you are already interested in harnessing the power of social proof in your buyer journey. Customer success stories are just one type of social proof that boosts trust and credibility in your market through the power of storytelling.

Although a customer story is a persuasive piece of content, crafting them can be difficult. The story should paint an authentic picture of how your product solves customer problems and inspire current and potential customers, and at the same time, shouldn’t feel like ‘marketing’.

In this article, we explain how to write customer success stories that will boost your credibility and drive engagement with your target audience. We will also look at some of the most effective platforms to distribute your stories to have the biggest impact. 

What is a customer success story, and how does it impact ROI?

A customer success story is a narrative about how a customer used your product or service to solve a problem. It is crafted to authenticate how your offering has helped customers overcome business challenges and meet their goals.

Customer success stories are not necessarily about the money saved or revenue earned but rather a narrative describing how your offering has positively impacted customers. In a Gartner study among 13 randomly selected vendors in various analytics submarkets, only five out of 39 customer stories referenced a specific dollar amount for ROI; 87% of the stories didn’t demonstrate clear ROI [1] .

When creating a success story, focus on making it valid for both prospects and existing customers. For prospects, it must provide credibility with real-life examples of how your solution works and helps businesses make an informed purchase decision. For customers, it must reinforce their decision to invest in your offering and inspire them to use your product in different ways..

How to write an impactful customer success story that resonates with prospects

According to Gartner research, over 90% of case studies do not contain the necessary components to pique the target audience’s interest [2] . Emphasize writing highly persuasive customer success stories that can help prospects understand the value of your offering and give them confidence that they are making the right decision by investing in your solution.

1. Start with your target audience in mind

Understand your target audience and the challenges they face. Then, focus on identifying potentially powerful stories that address those challenges engagingly. For example, if you’re targeting small businesses, craft stories about how your product has helped small firms grow and succeed. This will help ensure your stories are relevant and meaningful to your target audience.

Quick tips to understand your target audience:

• Identify common goals and understand their preferences.
• Review customer reviews , feedback and surveys to understand their concerns.
• Talk to your sales team to better understand customers’ issues.
• Monitor industry trends and changes to identify customer needs.

2. Create a storyline that is easy to follow

The best customer success stories have a clear and straightforward storyline with a beginning, middle and end. Start with the customer’s problem or challenge, followed by how they implemented your product or service, and the finally positive outcomes they achieved. Instead of focusing on your product’s features and specifications, highlight the customer’s journey in their own voice and the value they gained from your offering.

Quick tips to create an easy-to-follow storyline:

• Showcase milestones the customer achieved.
• Add customer quotes and testimonials throughout for a human touch.
• Explain the tangible benefits of using your product or service.
• Focus on a clear ‘before’ and ‘after’ story with your product.

3. Uncover story elements that are relatable

The most compelling customer success stories are the ones that make a personal connection with prospects. Look for relatable story elements (such as customers in the same industries or with the same job roles), and demonstrate how your solution can help solve similar problems for prospects. For example, if your customer is a marketing executive, highlight the benefits other marketers have reaped from your product. You can refer to your customers' reviews for inspiration.

Quick tips to uncover relatable story elements:

• Identify customer stories similar to your prospects’ industry, or business size.
• Create visuals such as graphs and charts to illustrate the results.
• Include customer quotes that are inspiring and relatable.
• Showcase customer videos and interviews to add a human touch.

4. Build the story around tangible results

Data is a powerful way to prove the effectiveness of your product. Feature customer success metrics such as increased sales, improved efficiency, ROI, and reduced costs to show prospects your product’s true value. Data figures will help you prove that customers achieved their desired outcomes by using your product and reinforce the message that prospects can do the same. You can even compare results with industry standards to highlight your product’s impact.

Quick tips to build data-driven success stories:

• Include data visualizations to illustrate the results.
• Reference industry standards and benchmarks.
• Highlight tangible benefits such as increased ROI.
• Share customer quotes about the impact of your solution.

Gartner Digital Markets' client success stories

At Gartner Digital Markets, we have a dedicated section for client success stories where prospects can learn more about their peers’ experience with our solutions. Here are a few of the stories:

• monday.com drove lead gen efficiency and brand value with Gartner Digital Markets

Although they were spending all they could in paid search, monday.com needed a way to amplify its acquisition strategy beyond paid search programs. If they saw a 7% conversion rate on their paid ads, then there was still another 93% still out there in-market. That’s why they began to reach buyers with a high purchase intent through Gartner Digital Markets’ software review websites — Capterra , GetApp and Software Advice . 

• Precoro lowered cost per opportunity by 60% with leads from Gartner Digital Markets

Precoro claimed a profile on the Gartner Digital Markets platform to strengthen its presence and reputation in the procurement software space and expand its reach. They not only benefit from improved SERP ranking to reach buyers at the beginning of their search process, but were also able to engage buyers at the bottom of the funnel and influence their purchase decision with reviews on Capterra, GetApp, and Software Advice.

Where to use customer success stories for maximum impact

Once you have crafted your customer success stories, it is time to make the most of them. Here are some of the best places to share them for maximum impact:

1. Your website

Your website is a great place to feature customer success stories because it is where prospects go to learn more about your offerings. Make sure the stories are easily accessible on your website, and highlight essential elements such as customer quotes and data-driven results. Create dedicated, compelling landing pages for each customer story and share them on the homepage.

2. Blogs and other content

Blogs are a great way to share customer success stories in an engaging manner. In your blog posts, include customers’ experiences with your product and share relevant visuals to capture readers’ attention. You can even feature the stories in emails, newsletters and other relevant marketing materials to reach wider audiences.

3. Social media platforms

Social media is an effective way to engage with your customers and share their success stories. Post customer stories on B2B social media channels such as LinkedIn, Twitter and Facebook to generate more interest and engagement. You can even share quick snippets of customer stories on Instagram and other social platforms where visual content is highly preferred. Lastly, do not forget to tag the customer in the post to show appreciation, so they can also share it with their audience.

Scale customer stories for your SaaS business with reviews

By now, you must have realized the immense potential of customer success stories to drive conversions and boost sales. Focusing on the customer’s journey and highlighting their successes, while keeping in mind data privacy and confidentiality concerns, is the recipe for a great story.

Customer success stories are just one of the types of social proof content that can drive demand, build credibility, and convince prospects to become customers. Reviews on software review websites like Capterra, GetApp, and Software Advice crank up your pipeline through the power of short, authentic customer stories.

Scale review collection and drive growth with the free review toolkit inside your Gartner Digital Markets account. Claim your profile to get started. 

Shubham Gupta

Shubham Gupta is a Content Writer at Gartner Digital Markets who ideates and creates purpose-driven content to help modern technology businesses achieve their goals. Outside of work, he enjoys reading thriller novels and Urdu poetry, as well as spending time with his dog. Connect with Shubham on LinkedIn .

___________________________________________________________________________________________________________________

• Create a Cross-Functional Customer Value Team to Drive Better Customer Success Stories , Gartner
• 4 Mistakes That Ruin Case Studies for Tech CEOs , Gartner

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12 Steps to Create a Business Case Study That Converts

Learn how to make a case study presentation. Know how to write and structure it, and measure its business value. Plus examples & samples.

Dominika Krukowska

10 minute read

Short answer

What are the steps to create a case study.

• Determine a customer use case
• Go over existing clients that meet the use case
• Reach out to the clients that you know are happy with your solution
• Set success criteria or KPIs
• Set measurements
• Set time period for observation
• Conduct post interview to assess results
• Get data from client - or process data you own
• Write case study based on interview and data
• Design case study
• Get client’s approval
• Distribute case study

Most case studies inform rather than engage. They earn yawns rather than trust.

A great product or service is only half the battle; the other half is telling its story effectively.

The problem is most case studies are written to inform instead of telling a story. They are dry as a biscuit in the sun. Throwing numbers and company info at prospects won’t make them care, let alone trust you.

Unfortunately most companies don’t realize they're sitting on a gold mine of compelling narratives - their customer success stories.

Not sharing these tales results in missed opportunities, lower brand credibility, and, ultimately, fewer conversions.

Let me take you on a short guide on how to turn your client victories into captivating business case studies that constantly bring you loyal customers.

Let’s see how to uncover your case study material, how to write irresistible success stories, and how to track their engagement and business impact.

Let’s get started!

How to prepare for creating a case study?

Every customer success story is a marketing powerhouse just waiting for you to unlock its potential.

12 steps for creating impactful case studies:

1. Determine a customer use case

Begin by highlighting a problem that your product or service solved for a customer. This scenario should resonate with potential customers facing similar challenges, ensuring your case study feels relevant and impactful to your target audience.

2. Go over existing clients that meet the use case

Once you've defined the use case, scan your existing client list for a standout example. You're looking for someone who's experienced tangible success with your solution, ideally in a way that's inspiring, unexpected, or dramatic.

3. Reach out to the clients that you know are happy with your solution

When you've found a good match, get in touch. Clients who are genuinely delighted with your service will typically be eager to share their experience, and their enthusiasm can give your case study real authenticity and appeal.

Approaching clients with a request to participate in a case study is not trivial. It requires mutual trust and a good working relationship.

Knowing this full well, our CEO Itai Amoza had this tip to give you:

“Always be grateful to your clients. They are doing you a big favor and you shouldn't take this for granted. Aside from thanking them, offering perks like a discount, a bigger package, or even just exposing their brands to your customers can make them feel you really appreciate they have taken the time to do this with you. "

—Itai Amoza, Storydoc Founder and CEO

4. Set success criteria or KPIs

Before diving into the creation process, define what success looks like. Setting clear KPIs will provide concrete, measurable outcomes to demonstrate the effectiveness of your solution.

5. Set measurements

How will you quantify success? Will it be revenue growth? Customer retention ? Decide on the metrics that best align with your defined KPIs and use case.

6. Set time period for observation

Choose a timeframe that's long enough to demonstrate meaningful results, but not so long that the end of your case study feels disconnected from its start. This period should be relevant to your chosen metrics and reasonable within your industry.

7. Conduct post interview to assess results

Once your observation period is over, interview the client to gather their personal insights and feedback. Their perspective can add depth to your data, providing a richer, more complete picture of their experience.

8. Get data from client - or process data you own

Get relevant data from the client or use your own data to validate your story. Remember, this is not just about showcasing positive numbers, but about demonstrating real, meaningful impact on the client’s business.

9. Write the case study based on interview and data

Create a compelling narrative that weaves together your client’s voice, your data, and your solution. Use clear, relatable language to make your case study accessible and engaging.

10. Design the case study

Pay close attention to visual presentation. Use images, graphs, or infographics to make your data digestible and your narrative visually engaging. A well-made case study design can captivate audiences who might not engage with a text-heavy document.

11. Get client’s approval

Before you distribute your case study, make sure your client is happy with how their story is told. Their approval not only maintains a positive relationship, but also validates the truth of your case study.

12. Distribute the case study

Now it’s time to share your case study! Use platforms like LinkedIn and email to reach potential customers with similar profiles.

If you rely a lot on case studies to oil your sales prospecting cascades, don’t miss out on Storydoc’s case study creator . It lets you make amazing, easily shareable and trackable interactive case studies.

But beyond that it makes your distribution and tracking a breeze by connecting with your CRM and letting you send, track, and personalize your case studies directly from there.

Here's what our Salesforce integration looks like:

How to write an impactful case study

A customer success story is much more than a recital of benefits and features. It's the narrative of a journey a customer embarked upon with your product or service, overcoming challenges, and reaching their goals along the way.

Contrary to popular belief, these narratives aren't always about monetary gains. Surprisingly, a Gartner study found that only 13% of case studies showcased clear return on investment (ROI) figures.

Instead, these narratives capture the value and positive impact your offerings have on customers.

They play a dual role: for prospects , they showcase real-life instances of your solution at work, aiding informed purchasing decisions. For existing customers , they act as testimonials, validating their choice and accelerating their learning curve.

However, crafting an impactful customer success story that resonates with prospects is an art few have mastered. Research by Gartner reveals that over 90% of case studies miss the mark.

4-step guide for writing compelling customer success stories

This short guide is based on Gartner's content framework . You can dig deeper into the ins and outs by reading our full guide on how to write a case study .

1. Take an audience-centric approach

First, identify your target audience. Understand their challenges and desires, then find potent stories that address these issues in an engaging manner.

Use tools like customer reviews, sales team insights, surveys, and industry trends to comprehend your audience's concerns and needs.

2. Have a clear storyline

Your story should have a clear beginning, middle, and end. Starting with the customer's problem, then detailing your solution's implementation, and concluding with the positive results achieved.

The spotlight should be on the customer's journey and the value they derived, rather than just your product's features.

Here's our recommended storyline structure:

3. Include relatable elements

Stories that form a personal connection are the most effective. Make your story more relatable by identifying story elements that mirror your prospects' circumstances and demonstrating how your solution can help resolve these issues.

4. Show data-driven results

Use quantifiable metrics like increased sales, improved efficiency, or reduced costs to demonstrate your product's efficacy. Comparing these results with industry standards can further emphasize your product's impact.

Including such data in your customer success stories can significantly reinforce your offering's credibility.

Tips and best practices for creating a case study

Crafting an effective business case study requires more than just laying out the facts. It's about strategically weaving together your narrative to engage, convince, and convert your audience.

Below are some tips and best practices to guide you in creating a business case study.

1. Start with a strong hook

Just like the opening scene of a blockbuster movie, your business case study should begin with a strong hook to instantly capture your audience’s attention.

This could be a compelling quote from the client, a surprising statistic, or a provocative question related to the problem you’re addressing.

Here's an example of an intro slide:

2. Use visuals to support your content

An image can save the need to say a thousand words. Use graphs, charts, infographics, or photographs to supplement your text and bring more clarity with less words.

This not only makes your customer success story more engaging but also makes it easier for readers to quickly grasp the key points.

3. Provide an interactive experience

Making your case study interactive will increase its engagement. Consider embedding interactive elements such as videos, calculators, or clickable tabs to enrich the reader's experience.

All this is easily available to you when creating a case study with Storydoc.

Here are some examples of interactive components you can use:

4. Make it easy for readers to share your case studies

In the age of digital content, sharing should be as effortless as a click. And this is where Storydoc shines. Unlike static downloadable docs, Storydoc allows your readers to easily share your case studies using social buttons and an email form.

Making this process as simple and hassle-free as possible increases the possibility of your case studies getting shared with the world.

Here's a short guide on how to share your presentations with Storydoc:

5. Deliver critical messages directly from clients

Include quotes from the client that highlight the benefits and impact of your solution. Authentic testimonials can significantly enhance your case study's credibility and persuasive power.

Here’s an example I like of a testimonial slide:

6. Be fanatical about clear and concise writing

Avoid industry jargon and keep your language simple and straightforward. The aim is to communicate your customer success story clearly and concisely, making it easy to understand and follow by all readers, regardless of their background.

7. Include a Call to Action (CTA)

Lastly, always include a CTA at the end of your business case study.

This could prompt the reader to contact your sales team, learn more about your product, download a free trial, or any other action that progresses them through your sales funnel.

Here’s how one of our clients added a calendar to book a meeting as their CTA:

How to measure case study business value?

Creating a compelling case study is just half of the equation. To truly harness its power, it's crucial to track and measure its performance effectively.

But if you’re using PDFs or PowerPoints for your case studies you’re flying blind. And if you house your case studies on your website you need to set up custom events on Google Analytics 4 or another third party tracking tool.

If you want out-of-the-box tracking and analytics you have Storydoc. You get practical and timely insights into your case study engagement and conversion from the first second it’s published.

Simply send your decks and Storydoc will track every touchpoint , filling your analytics dashboard with real-time customer data.

Here's some of the tracking you get:

1. Engagement metrics

These reveal how users are interacting with your case study. Key metrics include the number of views, time spent on the page, scroll depth, reading completion, and interactions with interactive elements.

High engagement indicates that your customer success story is resonating with your audience.

2. Conversion metrics

Your case study should have a clear call-to-action (CTA), such as booking a demo, signing up, or downloading a resource.

The number of users who take this action is your conversion rate. A high conversion rate suggests that your case study is persuasive and compelling enough to drive action.

3. Lead generation

If your case study is gated (i.e., requires users to fill out a form to access), you can track how many leads it generates. The quality of these leads—how well they align with your target audience—is equally, if not more, important.

Check out this demo of Storydoc analytics dashboard:

How to design a business case study?

Your case study design is an integral part of the narrative , and a powerful tool that can either underscore your findings or undermine them. As such, it requires careful consideration and strategic decision-making.

Here are 3 common case study design approaches:

1) Design for a website

Creating a case study directly on your website? Now that's an exciting prospect.

Imagine bringing your case study to life with interactive features, painting vivid stories with data visualization tools, and creating an immersive experience for your audience. The sky's the limit with what you can do.

But here's the problem: it's no walk in the park. This approach needs you to roll up your sleeves and manage this project. It will involve your product marketing team, design team, and developers. No way around it.

It’s like guiding a delivery truck to your destination through confusing alleyways. You know how to get there, but telling it to someone else on the phone and on a tight schedule makes it super frustrating.

2) Design for PDFs

PDFs is a common way to design and distribute case studies. They allow you a free canvas for arranging your content according to your exact vision. But there's a catch…

PDFs offer a horrible reading experience. They were originally meant for print so they were built for one fixed (an A4 paper). That’s not how people consume content in the digital age.

Sure you get full control over visuals and typography, but your audience will hate it. They will struggle to read it on their computer. And on their phone? No way.

Bad content experience is the reason we built Storydoc. So don’t kill engagement with PDF case studies. There’s a better way.

3) Design with Storydoc

Storydoc is an intuitive drag-and-drop case study designer tool powered by AI. You’ll turn hours of design into minutes with smart slides and templates built based on what works in the real world and guided by AI.

You won't need to fuss over code or design intricacies; instead, you can focus on what truly matters - the content of your case study.

It’s a simple and magical way to design captivating content with a powerful narrative at its heart.

You don’t just want your case study to inform, do you? You want it to engage, build trust, and convert prospects to clients. That’s what Storydoc does for you.

Grab a case study template

Starting a business case study from scratch can be daunting, like staring at a blank canvas waiting for inspiration to strike.

But, you can bypass the initial jitters by simply using case study templates .

These templates have been designed for engagement based on real-world insights from over 100K presentation sessions and tried-and-tested for any device. They also come with built-in tracking and analytics.

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

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The 6 Elements of an Effective Case Story

By Jenny Gatchell   |   March 17, 2021   |   Content Marketing

A good case study describes the value and impact of the services you offer from your client’s perspective. This article outlines the six components of a compelling and effective case study.

“Do you have an example of that?” It’s the most common question we ask when interviewing companies for a thought leadership article. We’re looking for stories that bring the value of solutions and offerings to life. Specifically, we want to hear the details of how a client successfully used your services to drive tangible, measurable results in their own business. There’s really no better way to validate your company’s point-of-view than with a case story. And peppering thought leadership content with relevant examples makes for a more interesting and memorable read.

Of course, client stories can and should stand on their own in addition to being referenced in your content. Having these stories readily available on your website helps prospects vet your services. By building effective case stories you give potential new clients the chance to stand in your current clients’ shoes and see what it’s really like to work with you.

Here are the six components every good case study should use to make your clients’ successes as relatable as possible:

• Summary Statement
• Organizational Summary
• Problem Statement
• Solution Description
• Call-To-Action

Summary Statement: Give the Cliffs Notes Version of the Story

Provide a brief snapshot of your client’s story—problem, solution, and outcome—in a few sentences or brief paragraph. Readers can get the key points and decide if they want to dive in and read the full case.

Organizational Summary: Position Your Client as the Hero

In a sidebar or callout, tell a little bit more about your client and their story. What industry do they operate in? Who do they serve? Where are they located? And how big is their organization? Note that your client is the ultimate hero in this story. You want to showcase the client’s wisdom in choosing to leverage your solution to solve their challenges.

Problem Statement: Setup the Situation

Use this section to frame up the challenges facing your client. Be sure to include details or context around any issues complicating the situation. Aim to do this in about 50 to 100 words and be sure to tell the story from your client’s point-of-view. This will help your prospects better relate to the story, especially if they are facing similar challenges in their own businesses. If possible, include a client quote or even a brief video snippet where the client describes the challenges in his or her own words.

Solution Description: Describe the Resolution, with Your Client Leading the Way

This is the meat of your case story and will include the details about how your solution was developed and delivered. Aim to keep this section to about 200 to 300 words.

This is where it’s trickiest to keep your client positioned as the hero since you’ll obviously want to include specific details about the unique aspects of your solution and emphasize the merits of your company’s approach and point-of-view. You can do all those things—and still keep your client front and center. The key is to celebrate the client’s smart choice in selecting you and your services. Again, a quote or video snippet will work well here to highlight your client’s rationale for believing your solution would be the right answer to his company’s problems. You can also talk about any collaboration between you and the client. And, if possible, you can discuss how your services fit into the client’s bigger picture strategy for tackling the issue.

The solution section is also a great place to ensure your case story is visually interesting. Include images, graphics, visuals, or flow charts that help paint the picture of how the solution worked for your client.

Outcomes: Make the Results Pop

Finish your case story on a strong note by emphasizing the results. Include data to quantify the impact—such as how many dollars were saved or new clients won. We like to use bullet points here to give the information in bite-sized fashion and make the numbers and their significance really pop. You can also include another client quote or a video that helps validate your client’s decision to hire you.

Call-to-Action (CTA): Keep the Conversation Going

Finally, do not forget to invite your readers to continue exploring your solutions. For web versions of case studies, include a contact form for the organization. For print versions, include information about your organization along with contact information for your team to make it easy for your prospects to connect with you.

Closing Thoughts: The Proof Really Is in the Pudding

Client success stories are arguably one of the most important tools you have in marketing your services. Showing how other companies have leveraged your expertise and point-of-view to drive tangible results in their own businesses validates your claims and makes it much easier for potential clients to understand how you work. Plus, showcasing your current clients’ genius is good for your existing relationships, too. If you have stories you haven’t shared yet, now’s the time to put them out there. And give your clients’—and yourself—credit for the great work you do.

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Jenny Gatchell is a Contract Copywriter for Rattleback. She helps clients find their voices, articulate their points of view, and tell their stories in ways that resonate with all audiences they need to reach.

11 Facebook Case Studies & Success Stories to Inspire You

Updated: August 05, 2019

Published: August 02, 2019

Although Facebook is one of the older social media networks, it's still a thriving platform for businesses who want to boost brand awareness.

With over 2.38 billion monthly active users , you can use the platform to spread the word about your business in a number of different ways -- from photos or videos to paid advertisements.

Because there are so many marketing options and opportunities on Facebook, It can be hard to tell which strategy is actually best for your brand.

If you're not sure where to start, you can read case studies to learn about strategies that marketing pros and similar businesses have tried in the past.

A case study will often go over a brand's marketing challenge, goals, a campaign's key details, and its results. This gives you a real-life glimpse at what led a marketing team to reach success on Facebook. Case studies also can help you avoid or navigate common challenges that other companies faced when implementing a new Facebook strategy.

To help you in choosing your next Facebook strategy, we've compiled a list of 11 great case studies that show how a number of different companies have succeeded on the platform.

Even if your company has a lower budget or sells a different product, we hope these case studies will inspire you and give you creative ideas for your own scalable Facebook strategy.

Facebook Brand Awareness Case Studies:

During the 2017 holiday season, the jewelry company Pandora wanted to boost brand awareness in the German market. They also wanted to see if video ads could have the same success as their other Facebook ad formats.

They began this experiment by working with Facebook to adapt a successful TV commercial for the platform. Here's a look at the original commercial:

The ad was cut down to a 15-second clip which shows a woman receiving a Pandora necklace from her partner. It was also cropped into a square size for mobile users. Pandora then ran the ad targeting German audiences between the ages of 18-50. It appeared in newsfeeds and as an in-stream video ad .

Results: According to the case study , the video campaign lifted brand sentiment during the holiday season, with a 10-point lift in favorability. While Pandora or the case study didn't disclose how they measured their favorability score, they note that the lift means that more consumers favored Pandora over other jewelers because of the ad.

Financially, the campaign also provided ROI with a 61% lift in purchases and a 42% increase in new buyers.

Video can be memorable, emotional, and persuasive. While the case study notes that Pandora always had success with ads and purchases, the jeweler saw that a video format could boost brand awareness even further.

In just 15 seconds, Pandora was able to tell a short story that their target audience could identify with while also showing off their product. The increase in favorability shows that audiences who saw the ad connected with it and preferred the jeweler over other companies because of the marketing technique.

Part of Pandora's success might also be due to the video's platform adaptation. Although they didn't create a specific video for the Facebook platform, they picked a commercial that had already resonated with TV audiences and tweaked it to grab attention of fast-paced Facebook users. This is a good example of how a company can be resourceful with the content it already has while still catering to their online audiences.

Rock & Roll Hall of Fame

The Rock & Roll Hall of Fame , a HubSpot customer, wanted to boost brand awareness and get more ticket purchases to their museum. Since they'd mainly used traditional customer outreach strategies in the past, they wanted to experiment with more ways of reaching audiences on social media.

Because the museum's social media team recognized how often they personally used Facebook Messenger, they decided to implement a messaging strategy on the Hall of Fame's official business page.

From the business page, users can click the Get Started button and open a chat with the Hall of Fame. Through the chat, social media managers were able to quickly reply to questions or comments from fans, followers, and prospective visitors. The reps would also send helpful links detailing venue pricing, events, other promotions, and activities in the surrounding area.

Since the Messenger launch, they claim to have raised their audience size by 81% and sales from prospects by 12%. The company claims that this feature was so successful that they even received 54 messages on an Easter Sunday.

Being available to connect with your audiences through Messenger can be beneficial to your business and your brand. While the Rock & Roll Hall of Fame boosted purchases, they also got to interact with their audiences on a personal level. Their availability might have made them look like a more trustworthy, friendly brand that was actually interested in their fanbase rather than just sales.

Facebook Reach Case Study:

In early 2016, Buffer started to see a decline in their brand reach and engagement on Facebook due to algorithm changes that favored individuals rather than brands. In an effort to prevent their engagement and reach numbers from dropping even further.

The brand decided to cut their posting frequency by 50%. With less time focused on many posts, they could focus more time on creating fewer, better-quality posts that purely aimed at gaining engagement. For example, instead of posting standard links and quick captions, they began to experiment with different formats such as posts with multi-paragraph captions and videos. After starting the strategy in 2016, they continued it through 2018.

Here's an example of one an interview that was produced and shared exclusively on Facebook.

The Results: By 2018, Buffer claimed that the average weekly reach nearly tripled from 44,000 at the beginning of the experiment to 120,000. The page's average daily engagements also doubled from roughly 500 per day to around 1,000.

In 2018, Buffer claimed that their posts reached between 5,000 to 20,000 people, while posts from before the experiment reached less than 2,000.

Although Buffer began the experiment before major Facebook algorithm changes , they updated this case study in 2018 claiming that this strategy has endured platform shifts and is still providing them with high reach and engagement.

It can be easy to overpost on a social network and just hope it works. But constant posts that get no reach or engagement could be wasted your time and money. They might even make your page look desperate.

What Buffer found was that less is more. Rather than spending your time posting whatever you can, you should take time to brainstorm and schedule out interesting posts that speak directly to your customer.

Facebook Video Views Case Studies:

Gearing up for Halloween in 2016, Tomcat, a rodent extermination company, wanted to experiment with a puppet-filled, horror-themed, live video event. The narrative, which was created in part by their marketing agency, told the story of a few oblivious teenage mice that were vacationing in a haunted cabin in the woods. At peak points of the story, audiences were asked to use the comments to choose which mouse puppet would die next or how they would die.

Prior to the video event, Tomcat also rolled out movie posters with the event date, an image of the scared mouse puppets, and a headline saying, "Spoiler: They all die!"

Results: It turns out that a lot of people enjoy killing rodents. The live video got over 2.3 million unique views , and 21% of them actively participated. As an added bonus, the video also boosted Tomcat's Facebook fanbase by 58% and earned them a Cyber Lion at the 2017 Cannes Lions awards.

Here's a hilarious sizzle reel that shows a few clips from the video and a few key stats:

This example shows how creative content marketing can help even the most logistical businesses gain engagement. While pest control can be a dry topic for a video, the brand highlighted it in a creative and funny way.

This study also highlights how interactivity can provide huge bonuses when it comes to views and engagement. Even though many of the viewers knew all the rats would die, many still participated just because it was fun.

Not only might this peak brand interest from people who hadn't thought that deeply about pest control, but interactivity can also help a video algorithmically. As more people comment, share, and react to a live video, there's more likelihood that it will get prioritized and displayed in the feeds of others.

In 2017, HubSpot's social media team embarked on an experiment where they pivoted their video goals from lead generation to audience engagement. Prior to this shift, HubSpot had regularly posted Facebook videos that were created to generate leads. As part of the new strategy, the team brainstormed a list of headlines and topics that they thought their social media audience would actually like, rather than just topics that would generate sales.

Along with this pivot, they also experimented with other video elements including video design, formatting, and size .

Results: After they started to launch the audience-friendly videos, they saw monthly video views jump from 50,000 to 1 million in mid-2017.

Creating content that caters to your fanbase's interests and the social platform it's posted on can be much more effective than content that seeks out leads.

While videos with the pure goal of selling a product can fall flat with views and engagement, creative videos that intrigue and inform your audiences about a topic they relate to can be a much more effective way to gain and keep your audience. Once the audience trusts you and consumes your content regularly, they might even trust and gain interest in your products.

Facebook App Installs Case Study:

Foxnext games.

FoxNext Games, a video game company owned by 20th Century Fox, wanted to improve the level of app installs for one of its newest releases, Marvel Strike Force. While FoxNext had previously advertised other games with Facebook video ads, they wanted to test out the swipe-able photo carousel post format. Each photo, designed like a playing card, highlighted a different element of the game.

The add offered a call-to-action button that said "Install Now" and lead to the app store where it could be downloaded. FoxNext launched it on both Facebook and Instagram. To see if the carousel was more efficient than video campaigns, they compared two ads that advertised the same game with each format.

Results: According to Facebook , the photo ads delivered a 6% higher return on ad spend, 14% more revenue, 61% more installs, and 33% lower cost per app install.

Takeaways If your product is visual, a carousel can be a great way to show off different elements of it. This case study also shows how designing ads around your audience's interest can help each post stand out to them. In this scenario, FoxNext needed to advertise a game about superheroes. They knew that their fanbase was interested in gaming, adventure, and comic books, so they created carousels that felt more like playing cards to expand on the game's visual narrative.

Facebook Lead Gen Case Study:

Major impact media.

In 2019, Major Impact Media released a case study about a real-estate client that wanted to generate more leads. Prior to working with Major Impact, the Minneapolis, Minnesota brokerage hired another firm to build out an online lead generation funnel that had garnered them no leads in the two months it was active. They turned to Major Impact looking for a process where they could regularly be generating online leads.

As part of the lead generation process, the marketing and brokerage firms made a series of Facebook ads with the lead generation objective set. Major Impact also helped the company build a CRM that could capture these leads as they came in.

Results: Within a day, they received eight leads for $2.45 each. In the next 90 days, the marketing firm claimed the ads generated over 370 local leads at the average cost of $6.77 each. Each lead gave the company their name, email, and phone number.

Although these results sound like a promising improvement, readers of this case study should keep in mind that no number of qualified leads or ROI was disclosed. While the study states that leads were gained, it's unclear which of them lead to actual sales -- if any.

This shows how Facebook ad targeting can be helpful when you're seeking out leads from a specific audience in a local area. The Minneapolis brokerage's original marketing and social media strategies weren't succeeding because they were looking for a very specific audience of prospective buyers in the immediate area.

Ad targeting allowed their posts to be placed on the news feeds of people in the area who might be searching for real estate or have interests related to buying a home. This, in turn, might have caused them more success in gaining leads.

Facebook Engagement Case Study:

When the eyewear brand Hawkers partnered up with Spanish clothing brand El Ganso for a joint line of sunglasses, Hawkers' marketing team wanted to see which Facebook ad format would garner the most engagement. Between March and April of 2017, they launched a combination of standard ads and collection ads on Facebook.

While their standard ads had a photo, a caption and a call-to-action linking to their site, the collection ads offered a header image or video, followed by smaller images of sunglasses from the line underneath.

Image from Digital Training Academy

To A/B test ad effectiveness of the different ad types, Hawkers showed half of its audience standard photo ads while the other half were presented with the collection format. The company also used Facebook's Audience Lookalike feature to target the ads their audiences and similar users in Spain.

Results: The collection ad boosted engagement by 86% . The collection ads also saw a 51% higher rate of return than the other ads.

This study shows how an ad that shows off different elements of your product or service could be more engaging to your audience. With collection ads, audiences can see a bunch of products as well as a main image or video about the sunglass line. With a standard single photo or video, the number of products you show might be limited. While some users might not respond well to one image or video, they might engage if they see a number of different products or styles they like.

Facebook Conversion Case Study:

Femibion from merck.

Femibion, a German family-planning brand owned by Merck Consumer Health, wanted to generate leads by offering audiences a free baby planning book called "Femibion BabyPlanung." The company worked with Facebook to launch a multistage campaign with a combination of traditional image and link ads with carousel ads.

The campaign began with a cheeky series of carousel ads that featured tasteful pictures of "baby-making places," or locations where women might conceive a child. The later ads were a more standard format that displayed an image of the book and a call-to-action.

When the first ads launched in December 2016, they were targeted to female audiences in Germany. In 2017, during the later stages of the campaign, the standard ads were retargeted to women who had previously interacted with the carousel ads. With this strategy, people who already showed interest would see more ads for the free product offer. This could cause them to remember the offer or click when they saw it a second time.

Results: By the time the promotion ended in April 2017, ads saw a 35% increase in conversion rate. The company had also generated 10,000 leads and decreased their sample distribution cost by two times.

This case study shows how a company successfully brought leads through the funnel. By targeting women in Germany for their first series of creative "baby-making" ads, they gained attention from a broad audience. Then, by focusing their next round of ads on women who'd already shown some type of interest in their product, they reminded those audiences of the offer which may have enabled those people to convert to leads.

Facebook Product Sales Case Study

In an effort to boost sales from its Latin American audiences, Samsung promoted the 2015 Argentina launch of the Galaxy S6 smartphone with a one-month Facebook campaign.

The campaign featured three videos that highlighted the phone's design, camera, and long battery life respectively.

One video was released each week and all of them were targeted to men and women in Argentina. In the fourth week of the campaign, Samsung launched more traditional video and photo ads about the product. These ads were specifically targeted to people who'd engaged with the videos and their lookalike audiences.

Results: Samsung received 500% ROI from the month-long campaign and a 7% increase in new customers.

Like Femibion, Samsung tested a multiple ad strategy where the targeting got more specific as the promotions continued. They too saw the benefit of targeting ads to users who already showed interest in the first rounds of advertisements. This strategy definitely seems like one that could be effective when trying to gain more qualified leads.

Facebook Store Visits Case Study:

Church's chicken.

The world's third-largest chicken restaurant, Church's Chicken, wanted to see if they could use Facebook to increase in-restaurant traffic. From February to October of 2017, the chain ran a series of ads with the "Store Traffic" ad objectives. Rather than giving customers a link to a purchasing or order page, these ads offer users a call-to-action that says "Get Directions." The dynamic store-traffic ad also gives users the store information for the restaurant closest to them.

Image from Facebook

The ads ran on desktop and mobile newsfeeds and were targeted at people living near a Church's Chicken who were also interested in "quick-serve restaurants." The study also noted that third-party data was used to target customers who were "big spenders" at these types of restaurants.

To measure the results, the team compared data from Facebook's store-reporting feature with data from all of its locations.

Results: The ads resulted in over 592,000 store visits with an 800% ROI. Each visit cost the company an average of $1.14. The ROI of the campaign was four times the team's return goal.

If you don't have an ecommerce business, Facebook ads can still be helpful for you if they're strategized properly. In this example, Church's ads targeted locals who like quick-serve restaurants and served them a dynamic ad with text that notified them of a restaurant in their direct area. This type of targeting and ad strategy could be helpful to small businesses or hyperlocal businesses that want to gain foot traffic or awareness from the prospective customers closest to them.

Navigating Case Studies

If you're a marketer that wants to execute proven Facebook strategies, case studies will be incredibly helpful for you. If the case studies on the list above didn't answer one of your burning Facebook questions, there are plenty of other resources and success stories online.

As you look for a great case study to model your next campaign strategy, look for stories that seem credible and don't feel too vague. The best case studies will clearly go over a company's mission, challenge or mission, process, and results.

Because many of the case studies you'll find are from big businesses, you might also want to look at strategies that you can implement on a smaller scale. For example, while you may not be able to create a full commercial at the production quality of Pandora, you might still be able to make a lower-budget video that still conveys a strong message to your audience.

If you're interested in starting a paid campaign, check out this helpful how-to post . If you just want to take advantage of free options, we also have some great information on Facebook Live and Facebook for Business .

Don't forget to share this post!

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10 B2B Case Study Examples to Inspire Your Next Customer Success Story

• October 24, 2023

Case studies, also known as customer stories, are valuable content assets for attracting new customers and showing your expertise in a competitive market.

The more case studies you have, the simpler it gets for your customers to make decisions.

Case studies provide a firsthand experience of what it’s like to use your product or service, and it can give an “Aha!” moment to potential customers.

While product demos and white papers are great for generating leads, their use is limited to highlighting product features. 

On the other hand, case studies showcase the transformation a business has undergone while using your product.

A case study offers potential customers a glimpse of the positive changes they can expect, which is more compelling than simply showcasing your product or service’s excellence.

• Customer mission should be given at the beginning
• Follow up about specifics and metrics
• Use quotes from their side to highlight
• Work out the biggest benefits of your offering and make reference to them
• Make sure your success story follows a brief and logical story structure

In this article, we’ll review 10 examples of outstanding case studies that have collectively helped secure millions in new client business. Let’s get started.

What Is A Case Study?

In simple terms, a case study highlights how a product or service has helped a business solve a problem, achieve a goal, or make its operations easier. 

In many ways, it’s a glorified and stretched-out client testimonial that introduces you to the problem that the customer is facing and the solution that the product has helped deliver. 

Case studies are invaluable assets for B2B SaaS, where sales cycles tend to get lengthy and costly. They’re a one-time investment that showcases your product’s features and benefits in rooms your sales team can’t be in. 

What Makes A Good Case Study? 

There is no one-size-fits approach to a good case study. 

Some case studies work better as long, prose-forward, and story-driven blog posts. Whereas some are better as quick and fast-fact content that doesn’t add to the chatter but gets straight to the point. 

Here are some of the tenets of good case studies:

• Product-Led : Focuses on showcasing the product as the solution to a specific problem or challenge.
• Timely : Addresses the current issues or trends relevant to the business’s ideal customer profile (ICP) . 
• Well-structured: Follows a clear, organized format with easily digestible writing style and synthesis. 
• Story-driven: Tells a compelling and relatable story that puts the reader in the customer’s shoes. 

Case studies must tell the customer’s story regardless of style or content density.

Other than that, visuals in case studies are powerful in increasing conversion rates, by providing real evidence and taking attention.

Companies can also use their website, social media, and newsletters to promote case studies and increase visibility.

Below, we have ten diverse case study examples that embody these principles. 

B2B Case Study Template from Our Team

We will share great and proven B2B case study examples that you can get inspired by in the following section, but before that, let’s take a look at an easy and effective template from our team.

10 Best B2B Case Study Examples To Take Inspiration From

Plaid is a fintech company specializing in equipping users with a secure platform to connect their bank details to online applications. Addressing the pressing concern of financial security, Plaid leverages compelling case studies to showcase the remarkable transformations their clients experience.

Take Plaid’s case study of Betterment, for example. 

The study begins by stating the goal that the customer is trying to achieve, which is to “onboard new users and drive engagement.” Right next to the goal is company details, and followed below is a singular problem and its solution.

The case study continues by keeping the business’ desired result front and center and offers a generous outlook on the SaaS business.

The core process of how Plaid helps Betterment is cleanly laid out, which is a brief version of a ten-page white paper. 

What follows are several benefits that Plaid offered to Betterment. 

Plaid’s subtle yet effective product integration and clear, well-organized process make it simple for customers facing similar challenges to envision the solution.

2. SalesHandy

SalesHandy is an email automation software that personalizes high-volume cold emails. The company heroes client success stories for its case studies and opens the heading with their wins. 

Check out this B2B case study example from Sedin’s case study published by SalesHandy.

Readers need context, and case studies should always begin by outlining the exact problems their product or platform aims to solve. 

Here, SalesHandy expertly introduces us to Sedin’s use case and the challenges that the business is facing.

After a lengthy context, the case study highlights Sedin’s core challenge in the words of its personnel. 

This personable approach ropes readers in and lets them empathize with Sedin’s challenges. 

With a single scroll in, SalesHandy lays out the solutions to Sedin’s core challenges and integrates its product. 

This highly detailed case study covers all corners and includes the exceptional results achieved in record time. SalesHandy closes the study with a word from the character already introduced to the readers. 

SalesHandy doesn’t shy away from giving a detailed account of its process, which is crucial for highly technical products and enterprise packages that involve multiple decision-makers. 

B2B Case studies, first and foremost, should be written in a language that your ICP understands. 

Playvox is a customer service platform that helps businesses streamline business operations. 

This industry-specific case study of Sweaty Betty by Playvox addresses unique challenges within a niche industry, such as account assessment times for retail and online shops. 

The case study starts with the results it achieved for Sweaty Betty. 

The case study follows a straightforward, albeit impactful, challenges-solution-results format as we scroll down. 

But instead of listing out solutions in bullet points, Playvox uses customer voice to present the transformation that Sweaty Betty went through. 

With this formatting, Playvox doesn’t have to tout the platform’s usefulness. Sweaty Betty is doing it for them. 

4. Base Search Marketing

We promised diverse case studies, and here is a stellar B2B case study example of a single deck case study of Shine Cosmetics by Base Search Marketing.  

Base Search Marketing is a boutique link-building and SEO agency that works with startups and mid-level businesses. 

This case study, which can be reviewed as a brochure, gives you an overview of the customer and lays out the challenges that the business is facing. 

You’ll notice how the study uses the CEO’s quote to mention a pretty universal problem that most startups face: “limited resources.”

By highlighting the results in the left tab and laying out the process on the right side, this case study does a masterful job of covering all corners and telling a desirable customer success story.

Another approachable form of case study is slide decks, which you can present in boardrooms and meetings and act as a sales pitch. 

Loganix nails it with its case study deck for rankings.io. 

If you have a complicated product or service requiring an in-depth explanation, then using this format would be a great option. 

The solution, stated in simple bullet points, drives the message home.

Fewer words. Cleaner decks.

Using this methodology lets the audience walk through the case study with visuals, bullet points, and concise text. 

6. CoSchedule

CoSchedule is a SaaS leader in the social media space, and this Outcome-led Case Study proves just why it is so good at capturing the markets.

The study kicks off with a result-forward headline, piquing the interest of readers who are interested in getting similar outcomes. 

There’s much to appreciate in this succinctly written case study, but the headlines get our attention and hold it.

With every scroll, results are presented to you in the form of graphs, quotes, and visuals. 

The study ends with a quote from the customer, which repeats the outcome stated in the headline. 

Leading remote teams is a challenge that numerous teams will face moving forward. CoSchedule makes operations easy for these teams, and it doesn’t shy away from stating just how through its case study. 

7. Wizehire

Case studies have evolved from lengthy blocks of text confined to PDFs to a new digital era emphasizing impact over verbosity.

Wizehire’s succinct case study is a prime example of this shift. It uses fewer words to create a powerful impression.

From the very first page, the case study introduces us to Kris, the customer and central figure of the story. Without the need for extensive scrolling, we quickly grasp vital details about Kris: his role, employee turnover, location, and industry. 

In the second slide, we are immediately taken to the solution that Kris got by working with Wizehire. 

The case study ends with a passionate testimonial from Kris, who deeply believes in Wizehire. 

The case study has less than 300 words, enough for local entrepreneurs like Kris Morales, who want to hire talent but don’t have the resources for proper vetting and training. Until, of course, Wizehire comes along. 

8. FreshBooks

When a reader can see themselves in a case study, it takes them one step closer to wanting to try the product.

This case study by Freshbooks uses a beautiful personal story of an emerging entrepreneur. 

Using a deeply personal story, the study appeals to people who are just starting and aren’t accountants but suddenly have to deal with employee invoices and a dozen other bills. 

The text progresses in an interview-style study, with the customer taking the mic and illustrating the challenges that startups and small businesses face. 

This style works because readers crave insights directly from customers. Getting authentic testimonials is becoming increasingly challenging. Well-crafted case studies can be valuable substitutes, provided they seem realistic and from the heart. 

Featuring quotes or testimonials from satisfied customers throughout the case study adds to its credibility and authenticity. Just like this testimonial Case Study by Slack .

Slack is a giant in the realm of digital communication, with more than 20 million active users worldwide. However, it is tough to break into the market of group communications. After all, Slack competes with both WhatsApp and Microsoft Team regarding market share. 

To level the playing field, Slack features case studies from top entrepreneurs and market players who have been served well by it. 

Its case studies are laden with personal stories about how the platform boosts productivity. 

At the same time, the software also plugs in the “try for free” banner to make sure that customers are aware of the inexpensive nature of the software.

It’s not easy to get such detailed testimonies from the C-suite, but when you’re Slack, businesses tend to make an exception. 

Some case studies are based on highly niche subjects, where nothing is at the top of the funnel. Kosli nails it with this highly technical case study of Firi.

Technical case studies are designed for niche audiences who are already aware of the problems that the software can solve. Case studies like these are clean and smart and come with solutions that have a counterpart solution. 

There is absolutely no fluff and nothing that can be a reason for C-suite executives to bounce from. 

It’s full of information-packed pages designed to hook the reader in and present the tool as a formidable solution to their problem. 

You’ll notice how they weave Kosli through the entire case study, and the first-person report comes from the customer. 

B2B Case Study Examples In Short

In the B2B SaaS industry, converting new leads and securing new business has become increasingly challenging. In this landscape, impactful content assets such as case studies and customer stories are sometimes the only things moving the needle. 

Crafting a compelling customer story empowers brands to enable potential customers to engage directly .

🚀 Customer stories evoke empathy from buyers

🤝 Customer stories help build up your relationships with vocal brand advocates

⬇️ Customer stories lower your prospects’ information cost

Once you’ve determined the most effective way to convey information that resonates with your leads, you can collaborate with your content and design teams to create impactful case studies to generate new business and prove your expertise and experience in the market. 

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4 Entrepreneur Success Stories to Learn From

• 20 Jan 2022

Entrepreneurship is a risky but potentially rewarding endeavor. According to the online course Entrepreneurship Essentials , 50 percent of startups last five years, and just 25 percent survive 15.

“For every Amazon.com or Uber, there are scores of companies few can remember,” says Harvard Business School Professor William Sahlman in Entrepreneurship Essentials.

So, what separates successful ventures from those that fail?

“When a company succeeds, it’s because it has discovered and made the right moves along the way,” Sahlman says. “It has found out how to create and capture customer value.”

If you’re exploring entrepreneurship or in the early stages of launching a venture, it’s important to learn from others to avoid common pitfalls and discover which decisions impacted a company’s survival. Here are four stories of successful entrepreneurs to inspire your entrepreneurial journey.

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4 Successful Entrepreneur Stories

1. adi dassler of adidas.

Some of today’s biggest brands started with humble beginnings, and no one embodies this better than Adidas founder Adolf “Adi” Dassler.

Dassler’s shoemaking career began in his mother’s washroom in a small town in Bavaria, Germany. It was there that Dassler began designing and cobbling shoes and decided he wanted to make the best possible sports shoe for athletes.

While there were plenty of shoemakers at the time, Dassler was committed to standing out in the market by gathering feedback from athletes about what they looked for in a shoe, what pain points could be improved on, and how they felt about his early models.

This feedback allowed Dassler to craft an athletic shoe that was highly valued by his customers and gave him legitimacy when he registered “Adi Dassler Adidas Sportschuhfabrik” in 1949 at 49 years old. It was that same year the first shoe with the soon-to-become-signature Adidas three stripes was registered.

Dassler’s vision to create the best shoe for athletes proved itself in 1954 when the German national football team won the World Cup final against the Hungarians—while wearing the new model of Adidas cleats.

“Their unbelievable victory would be heard around the world for decades to come,” Adidas states on its website , “and it made Adidas and its founder a household name on football pitches everywhere.”

Since then, Adidas has grown into an international brand known for high-quality athleticwear. Dassler’s story sheds light on the importance of listening to target customers about their dreams, needs, and pain points.

“Adi Dassler’s secret to success had an additional personal ingredient: He met with athletes, listened carefully to what they said, and constantly observed what can be improved or even invented to support their needs,” reads Adidas’s website . “The best of the best trusted Adidas and its founder from the beginning.”

Related: 5 Steps to Validate Your Business Idea

2. Whitney Wolfe Herd of Bumble

After leaving dating app company Tinder and an abusive relationship in 2014, Whitney Wolfe Herd was inspired to create an empowering dating experience for women.

“For all the advances women had been making in workplaces and corridors of power, the gender dynamics of dating and romance still seemed so outdated,” Wolfe Herd writes on Bumble’s website . “I thought, ‘What if I could flip that on its head? What if women made the first move and sent the first message?’”

Wolfe Herd, along with dating app Badoo co-founder Andrey Andreev and former Tinder employees Chris Gulzcynski and Sarah Mick, designed a dating app that requires women to make the first move in heterosexual matches.

The brand took off—largely on college campuses—and the app reached 100,000 downloads in its first month.

As its user base grows, Wolfe Herd remains a strong advocate for gender equality and sexual harassment prevention, building in-app features that block hate speech and blur inappropriate images. Wolfe Herd and her team also lobbied the state of Texas—where the company is headquartered—to pass a law prohibiting the sending of unsolicited lewd photos, which passed in 2019 .

“I’m more dedicated than ever to helping advance gender equality—and putting an end to the misogyny that still plagues society,” Wolfe Herd writes in a letter to Bumble users . She later adds, “I want nothing more than for your connections to be both meaningful and healthy.”

Wolfe Herd’s story serves as a reminder to use your own life for business inspiration and use a cause you care about to differentiate your product and brand in a saturated market.

Related: How to Identify an Underserved Need in the Market

3. Melanie Perkins of Canva

In 2007, Melanie Perkins was working a part-time job while studying in Perth, Australia, teaching students how to use desktop design software. The software was expensive, complex, and required a semester’s worth of instruction to learn how to use, prompting Perkins to ask, “Is there a way this could be simpler and less expensive?”

Perkins’s goal to create an affordable, simple, online design tool was originally turned down by over 100 investors—it wasn’t until three years into her pitching process that Canva received its first investment.

Perkins credits this investment to a shift in her pitching strategy: She began leading with the relatable problem Canva aims to solve.

“A lot of people can relate to going into something like Photoshop and being completely overwhelmed," Perkins said in an interview for Inc . "It's important to tell the story, because if your audience doesn't understand the problem, they won't understand the solution."

Today, 60 million customers use Canva to create designs across 190 countries.

Perkins’s story reflects the importance of effectively communicating the value of a business idea , as well as the tenacity and resilience required for entrepreneurial success.

Related: How to Effectively Pitch a Business Idea

4. Neil Blumenthal, Dave Gilboa, Andy Hunt, and Jeff Raider of Warby Parker

One example mentioned in Entrepreneurship Essentials is that of innovative online eyewear company Warby Parker. In 2008, Wharton MBA student Blumenthal lost his prescription eyeglasses. He was reluctant to purchase a new pair because they were so expensive. He also didn’t want to visit an eyeglass store.

The idea came to him in the middle of the night, and he emailed three friends—Gilboa, Hunt, and Raider—immediately: Why not start an online company to sell prescription glasses at an affordable price?

They set to work, and Warby Parker was poised to launch just after the four founders graduated with their MBA degrees in the spring of 2010—that is, until GQ reached out to Blumenthal about writing an article to be published on February 15 of that year. The founders sped up their process and launched Warby Parker’s website the same day the article was printed .

The article called Warby Parker “the Netflix of eyewear,” driving interested customers to the new site in droves. The founders’ one mistake was forgetting to add a “sold out” functionality to the website. The waitlist for Warby Parker eyewear grew to 20,000 people, and the company hit its first-year sales target in three weeks.

"It was this moment of panic but also a great opportunity for us to provide awesome customer service and write personalized emails to apologize and explain," Blumenthal says in an interview for Inc . "That really set the tone for how we would run customer service."

A few things set Warby Parker apart from the eyewear market at the time:

• Its online model : A new way of delivering the product helped it break into a stagnant industry
• Its affordable prices : A pair of Warby Parker frames with prescription lenses cost $95—much less expensive than other brands at the time
• Its home try-on program : This enabled customers to try on five pairs of glasses and send back the pairs they didn’t want to purchase.
• Its commitment to giving back : For every pair of glasses purchased, Warby Parker donated a pair to someone in need

Warby Parker donated its millionth pair of glasses in 2019 and continues to be an example of innovation in an existing market.

Why Learn from Case Studies?

Reading about the trials, tribulations, decisions, and successes of other entrepreneurs is an effective way to gain insight into what your experience could be like. What common threads do you notice in the aforementioned examples? What characteristics do these successful entrepreneurs share ? Use their experiences as blueprints to inform your strategic approach and in-the-moment decision-making.

When building your entrepreneurial skills, seek out courses that incorporate case studies into their teaching method , such as Entrepreneurship Essentials. Not only can you imagine yourself in their situations, but you can take their wisdom with you on your entrepreneurial journey.

Are you interested in honing your entrepreneurial skills and innovation toolkit? Explore our four-week Entrepreneurship Essentials course and other online entrepreneurship and innovation courses to learn to speak the language of the startup world.

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Case Study or Success Story? How To Present Your Projects And Generate Leads

by Christian Brandstötter MMSc | Mar 5, 2017 | Blog

If you look at the websites of large software and IT companies, you are constantly presented with different terms…. sometimes, they are called case studies, while other companies present success stories and others refer to customer stories.

But are these really just synonymous terms which describe the same fundamental kind of communication? Or do they conceal different documents which should all be used for different occasions or goals?

Curious about the answers to these questions and to support them with concrete examples, I looked at the case studies offered by leading software and IT companies in preparation of this post, to see what they mean by case studies, success stories or customer (success) stories.

First of all, no matter whether a case study or a success story (synonym with customer success story), in both cases it is a special form of an underlying testimonial or a reference / customer recommendation.

Testimonials

A classic testimonial is a 1 to 2-sentence quotation of a satisfied customer, which the person/company allows you to use in your marketing (explicit permission is always required!).

Here is an example of a testimonial, on the website of ProvenExpert.de, an online recommendation service.

Testimonials are especially effective because they generate social proof. Social proof means that the fact that you have achieved great results for similar customers in the past, is a proof that you can do the same for a new customer, such as a prospect browsing your website.

But instead of you yourself telling the reader what a great supplier you are, it is stated by a satisfied customer – now this is really effective, credible marketing: SOCIAL PROOF.

If, however, you want to offer more complex and higher-priced solutions in the B2B sector, then testimonials are not enough. Interested prospects need more detailed information. Many companies, particularly in the IT and software sector, therefore provide customer stories, or success stories, on their website. They encompass more detailed reports on past customer projects.

Success Stories are detailed reports on the experiences and results of a client company. Here, for example, Genesys presents a wealth of Customer Success Stories on their website.

The most important features of Customer Stories:

• Length: mostly 1-2 pages, as my research on Success Stories by major IT companies has confirmed.
• Story: As the name already suggests, success stories are written in the form of stories that are told from the customer’s point of view and report similar like an article does.
• Styling: to emphasize the character of the story, several quotes of the satisfied customer should be included. This is particularly useful in passages where the client’s original problem is described or the great results reported.
• Structure the structure of a success story goes from the problem to solution and finally to the results that the customer has achieved. Specific to the success story itself, however, is that it also describes how the customer learnt about the provider (ie you) or why he chose you (usually in the form of or supported by a customer quote!)

Success Stories are ideal for illustrating the benefits and advantages of your solution while being compact enough to be read in one session from start to end by even the most time-stressed decision-makers.

Nevertheless, there are cases in which even a success story is not enough to give the interested reader the wealth of insights he needs to be well informed to reach the next step along the Customer Journey.

This is where the case study comes into play.

A case study is a very detailed description of a past project or the implementation of a solution offered by the provider to the customer. It is mainly used in software and industrial industries.

Here you see an example by the manufacturer Fujitsu. The first page starts with a big header and a short summary, for better readability a short version is offered in the individual tables. Most case studies are 3 pages, sometimes 4.

Important features of a professional case study are:

• Length : 3-4 pages, as my research on Cisco (3 pages) or Genesys (3 pages) also showed.
• Study : as concerns its tone, a case study is more technical than a success story. In the sense of a study, the question “How?” gets answered. Describe the implementation of your solution in a detailed and chronological manner (step 1, step 2, …)
• Styling : just as with Success Stories, you should always quote the strongest statements by direct quotes from your customer. Particularly in the section on results. Results can also be stated in a compact fashion in 3 bullet points, each of them with a specific number or percentage.
• Structure : The structure follows the classic problem-solving orientation and goes from problem / challenge to the decision process of the customer, then to the solution, first describing the implementation in detail, then the advantages and the results achieved

Case Study or Customer Story – Which One Should You Choose?

You may also be faced with the question whether you should write a case study or a success story about your last project or completed projects.

While it is difficult to give a general recommendation, it is advisable to first observe the following criteria. From this it can be deduced whether a shorter success story or more detailed case study is suitable to achieve the desired effect for the reader.

• Previous standard: The most important criterion is your previous approach: Did you publish case studies or success stories so far? The performance should of course be uniform, but do not restrict yourself to the past! If necessary, you can create a success story. Continue to call it as you previously did, but once in a while make it 1-2 pages longer than usual.
• Need for explanation: How complex was the project and/or the solution to be described? The bigger the need for explanation, the more you should prefer a case study to a success story.
• Amount of investment: What is the investment sum for the solution implemented by the customer in the case study (hence also the prospect researching…)? More complex projects with higher prices call for a case study as the reader has more uncertainty and is willing to read more.
• Innovativeness of the product: Another consideration is finally how old the product is, which is used in the case study. If the product is e.g. still very new and is also very actively advertised by you, the first case studies can be particularly helpful to support sales and highlight the effectiveness of the solution.

By observing these 4 aspects and, in fact, coordinating them with the responsible persons in the sales department, you can make a qualified decision as to how extensive the content document to be produced needs to be.

Support for Case Study, Customer Story and Co

If you need professional support in the creation of your case study or success story, then I will be happily at your disposal. As an experienced copywriter and author in the field of B2B communication, I will accompany you from collection of the information until its conclusion and layout of your document. I will also be happy to interview your customers on your behalf, if you still need to gather some information.

Contact me right now at +43 680 133 09 56 or Send me an e-mail inquiry . I look forward to serving you!

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September 20, 2024

Three Growing Businesses, Three Project Management Success Stories

From specialist subcontractors to modular construction.

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A good program can absolutely mean the difference between a well-coordinated, safe and profitable project completion and a poorly-executed project that involves stacks of manual reporting and contractor headaches.

Marlborough Brickwork, Middlesex Limited and Algeco utilised Trimble’s  Viewpoint Field View and  Viewpoint for Projects to share, control and collaborate on high-profile projects throughout the UK, mitigating risk and increasing productivity. Check out their stories below.

Marlborough Brickwork increases safety, mitigates risk

Marlborough Brickwork is a UK-based subcontractor specialising in brickwork and blockwork, stonework, cladding and other façade products. The company works throughout Northern England and the Midlands.

When Wilmott Dixon hired Marlborough Brickwork to work on the new headquarters project for West Yorkshire Fire and Rescue Service, which includes a new fire station and the Technical Rescue Training Centre, it was time to go digital.

“We used Viewpoint Field View primarily for the onsite QA and sign-offs with the main contractor, and also for the health and safety and planned procurement aspects,” said Beth Carter , business systems manager, Marlborough Brickwork.

She noted the company plans to convert Marlborough’s whole monitoring system to Viewpoint Field View, a major upgrade to the previous project management method, which involved boxes full of paper travelling back to the main office for archiving.

Listen to Marlborough Brickwork and Willmott Dixon leaders describe the project and benefits of digitalisation  here .

Middlesex Ltd gains visibility via golden thread

Middlesex Ltd. utilises a collaborative approach and over a decade of experience to successfully deliver construction projects throughout the UK. The company’s expertise includes drylining, tiling and decorating, fire stopping, facades and carpentry.

Middlesex leveraged Viewpoint Field View to achieve a golden thread of information – gaining visibility into health & safety, photographic evidence, logistics and more for its projects. The immediate results are higher productivity, more eco-friendly practices and less stress for all employees.

Leveraging a golden thread of information also allows Middlesex to remain competitive in the UK’s bustling construction sector. Many contractors and customers see the value of digitalisation because of the vast benefits over manual project management practices.

“Previously, we’d print documents, manually sign them and then scan them back into our server, which took 4-5 hours weekly,” said Stuart Parkin , Health & Safety manager, Middlesex Limited. “That same process with Viewpoint Field View takes approximately 30 minutes per week.”

Nowadays, Middlesex stores a robust amount of evidence on its digital forms and efficiently distributes paperwork to relevant project stakeholders.

Listen to Middlesex Ltd.’s story here .

Algeco expands efficiency

Algeco supplies portable and modular buildings across the UK and Europe, serving nearly 50,000 customers globally. As the company grew and began a large project for DFA Schools, Algeco leaders realised the need for a formal electronic document management (EDM) system that offered a single source of truth for all project information. In fact, the customer required the contractor to have an EDM platform in place for the duration of the project.

Algeco turned to Trimble’s Viewpoint for Projects for the DFA Schools job. Algeco was so pleased with the increased efficiencies created, they adopted the platform for all work.

Jo Gibbs , Algeco’s document control officer shared that Viewpoint For Projects brings peace of mind to project information, assuring documents end up in the correct inbox. She also noted the system “speeds up the approvals and reviewing processes by efficiently distributing information across teams.”

Read more about Algeco and this project here .

Tamara joined the Trimble team in 2020. She likes taking complicated subject matters and making them easy to understand. She is experienced in the construction software market with expertise in content creation and distribution. In her spare time, you'll often find her running or dog-walking (not usually at the same time.)

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Case Study: Success Stories of Individuals Thriving with ADHD

In this article

Attention deficit hyperactivity disorder (ADHD) is a neurodevelopmental disorder that manifests as persistent patterns of inattention, hyperactivity and impulsivity. The symptoms of ADHD typically begin in childhood and, for many people, continue into adulthood. ADHD can have a significant impact on many areas of a person’s life. The global prevalence rate of ADHD is estimated at 5% in children and 3-4% in adults. 

Symptoms of ADHD fall into two main categories: inattention and hyperactivity/impulsivity. Inattention symptoms include: 

• Difficulties sustaining attention.
• Making careless mistakes.
• Seeming not to listen when spoken to directly.
• Difficulties organising tasks.
• Avoiding tasks that require prolonged mental effort.
• Being easily distracted.
• Frequent forgetfulness.

Hyperactivity and impulsivity symptoms include:

• Difficulties staying still, such as frequent fidgeting.
• Difficulties remaining seated (e.g. in class).
• Seeming to have excessive energy (e.g. always running or climbing in situations where it is not appropriate).
• Excessive talking and interrupting others.
• Impatience.

There are three ADHD subtypes, depending on the types of symptoms a person experiences. The National Institute for Health and Care Excellence (NICE) estimates that each subtype has different prevalence rates.

• Inattentive subtype: Approximately 20%-30% of cases.
• Hyperactive-impulsive subtype: Approximately 15% of cases.
• Combined subtype: 50%-75% of cases.

ADHD can present many challenges. Academically, individuals may struggle with paying attention in class, completing homework and organising tasks, often leading to poor performance and frustration. In the workplace, adults with ADHD may find time management, meeting deadlines and staying organised particularly challenging which can impact their professional success. Social relationships can also suffer because impulsivity and inattentiveness can lead to strained interactions with friends, family and colleagues. Additionally, persistent difficulties and frequent criticism can result in low self-esteem and feelings of inadequacy.

Despite these challenges, individuals with ADHD can excel in various aspects of their lives with the right strategies and support. Effective management often involves a combination of interventions, such as behavioural strategies to implement structured routines, using organisational tools, breaking tasks into smaller steps and employing time management techniques. Regular physical activity can also help manage symptoms by providing an outlet for excess energy and improving concentration. Professional support, including therapy and coaching, can aid in developing coping strategies and improving social skills, and in some cases, medication may be prescribed to manage symptoms. Encouragement and understanding from family, friends and colleagues provide essential emotional support and practical assistance. Education and awareness about ADHD are essential for effective self-advocacy and the development of tailored strategies for success.

Individuals with ADHD also possess unique strengths. By leveraging these strengths and implementing effective strategies, they can overcome challenges and achieve remarkable success in their personal and professional lives.

Case Study 1: Michael Phelps – Olympic Champion

Michael Phelps, the most decorated Olympian of all time, won 23 gold medals as an Olympic swimmer and is known all over the world. He is an inspiring example of someone thriving with ADHD. Phelps was diagnosed with ADHD at the age of nine, and as a child he struggled with hyperactivity and an inability to focus, which significantly affected his academic performance and social interactions. Phelps often found himself unable to sit still and concentrate in school, which led to poor grades and frequent reprimands from teachers.

Despite these challenges, Phelps’s mother, Debbie, played an important role in his journey. Understanding the need for a positive outlet for his seemingly limitless energy, she encouraged him to take up swimming. The structured environment of swim training provided Phelps with the discipline and routine he needed. The rigorous practice schedules helped him channel his energy effectively and helped him improve his ability to focus and stay disciplined.

Phelps faced numerous obstacles on his path to success. The early days of his swimming career were marked by frustrations and setbacks, often exacerbated by his ADHD symptoms. However, he learned to develop and use specific strategies to manage these challenges. Setting clear, achievable goals helped him maintain focus and motivation. Phelps also used visualisation techniques to mentally prepare for competitions, reducing anxiety and improving his performance.

Through relentless hard work, dedication and the unwavering support of his family and coaches, Phelps transformed his ADHD from a hindrance into a unique advantage. His exceptional energy levels and intense focus during training sessions became his strengths. Over time, he not only managed his ADHD symptoms but also leveraged them to excel in the highly competitive world of swimming.

Michael Phelps’s journey highlights the importance of a supportive environment and effective coping strategies. By embracing his condition and finding ways to work with it, Phelps reached the very top of athletic achievement and became a global inspiration to millions. His story highlights that with the right support and mindset, individuals with ADHD can overcome their challenges and achieve extraordinary success.

Case Study 2: Richard Branson – Entrepreneur and Billionaire

Richard Branson, the founder of the Virgin Group and a prolific entrepreneur, is a remarkable example of someone who has thrived despite living with ADHD. Raised in Surrey, England, he was not formally diagnosed with ADHD during his childhood. However, Branson exhibited several symptoms of ADHD such as impulsivity, restlessness and difficulties focusing on traditional academic tasks. He was diagnosed with ADHD and dyslexia in adulthood.

Branson’s struggles with traditional education were evident from an early age. He found it challenging to sit still in class and often acted on impulse, which resulted in frequent disciplinary issues. Despite these setbacks, Branson possessed a strong entrepreneurial spirit and had a keen interest in starting his own businesses. His first ventures, including a student magazine and a mail-order record business, laid the foundation for his future success.

As Branson’s entrepreneurial endeavours grew, so did his challenges. His impulsivity and tendency to lose interest quickly presented significant hurdles in managing and growing his businesses. However, Branson’s ability to think outside the box and take calculated risks proved to be invaluable.

Over time, Branson developed coping mechanisms to navigate his ADHD symptoms effectively. He surrounded himself with a team of trusted advisers who could provide stability and focus on the day-to-day operations of his businesses. Branson also embraced his ADHD traits, recognising that his ability to think creatively and take risks set him apart in the business world.

Despite facing numerous setbacks and failures along the way, Branson persevered. His relentless pursuit of innovation and his willingness to challenge conventional wisdom led to the creation of the Virgin Group, a multinational business with over 400 companies spanning various industries.

Today, Richard Branson is recognised as one of the most successful and influential entrepreneurs in the world. His journey serves as a testament to the fact that individuals with ADHD can use their unique strengths and achieve extraordinary success. By embracing their differences and developing effective coping strategies, individuals like Branson can overcome the challenges posed by ADHD and thrive in their chosen endeavours.

Coping Strategies and Support Systems

The success stories of Michael Phelps and Richard Branson highlight several coping strategies and support systems that played important roles in helping them manage their ADHD symptoms and achieve their remarkable success.

Michael Phelps

Structured routine:.

• Training schedule: Phelps adhered to a rigorous and structured training schedule, which provided consistency and helped him manage his hyperactivity. The routine of daily swimming practices created a sense of stability and discipline.
• Goal setting: Setting specific, achievable goals was key to Phelps’s strategy. Clear objectives helped him maintain focus and motivation and prevented his ADHD symptoms from derailing his progress.

Physical activity:

• Swimming as an outlet: Sport and exercise can help someone with ADHD manage their symptoms. The intense physical activity required in swimming allowed Phelps to channel his excess energy in a positive way. The physical exertion helped him manage his hyperactivity and improve his concentration.
• Diet and nutrition: As part of his swimming training, Phelps also focused on his diet and nutrition. There is an important connection between a person’s diet and their brain function and diet and nutrition can play an important role in helping someone manage their ADHD symptoms.

Visualisation techniques:

• Mental preparation: Phelps used visualisation techniques to prepare for competitions. This method reduced anxiety, improved focus and enhanced his performance by allowing him to mentally prepare for his races.

Supportive environment:

• Family support: Michael’s mother provided unwavering support, encouraging his participation in swimming and creating a positive and supportive home environment.
• Coaches and mentors: Phelps benefited from the guidance and support of his coaches, who helped him develop strategies to manage his ADHD symptoms and excel in his sport.

Richard Branson

Leveraging his strengths:.

• Embracing creativity and risk-taking: Branson recognised that his creativity and willingness to take risks were unique strengths. He used these traits to innovate and disrupt traditional business models which was key to the success of the Virgin Group.

Delegation and team support:

• Building a supportive team: Branson surrounded himself with a team of trusted advisers and managers who could handle the operational details of his businesses. This allowed him to focus on big-picture ideas and strategic decisions, areas where his ADHD traits were advantageous.
• Effective delegation: By delegating tasks that required sustained attention and organisation to others, Branson could mitigate the impact of his ADHD on daily business operations.

Flexible work environment:

• Adapting work to suit ADHD: Branson created a flexible work environment that suited his needs. He allowed himself the freedom to work in a manner that leveraged his strengths, rather than trying to conform to traditional work expectations that didn’t align with his ADHD traits.

Innovative thinking:

Encouraging innovation: Branson’s impulsivity and willingness to explore unconventional ideas created a culture of innovation within his companies. This approach led to the development of pioneering products and services that set Virgin apart from competitors.

Other strategies:

Professional help and support:.

• Therapy and coaching: Both individuals benefited from professional support in the form of therapy and coaching. These resources provided guidance on developing coping strategies and improving executive functioning skills.
• Support in school: Receiving help and support in the school environment can make a significant difference for a young person with ADHD. Interventions, behavioural support strategies, individualised education plans and changes to the classroom environment and the teaching can improve a child’s academic outcomes and mental wellbeing in school.

Education and self-awareness:

• Understanding ADHD: Both Phelps and Branson educated themselves about ADHD, which helped them understand their symptoms and develop effective management strategies. Self-awareness was essential in helping them recognise their strengths and weaknesses.

Positive mindset and resilience:

Staying positive: Maintaining a positive attitude and resilience in the face of setbacks was vital. Both individuals didn’t view their ADHD as a limitation but as a unique aspect of their identities that could be used to increase their success.

Lessons for Readers

The success stories of Michael Phelps and Richard Branson offer valuable lessons for individuals living with ADHD, as well as their families and loved ones. A key takeaway is the importance of embracing your unique strengths. ADHD often comes with qualities such as creativity, high energy and the ability to think outside the box. Recognising and leveraging these strengths can lead to success in various areas, whether in academics, sports or business. Developing structured routines is also essential. Consistency in daily activities, such as regular exercise, scheduled work periods and consistent sleep patterns, helps manage symptoms of inattention and hyperactivity by providing stability and improving focus.

Setting clear and achievable goals is another effective strategy. Breaking larger tasks into smaller, manageable steps can prevent you from feeling overwhelmed and help you track your progress more effectively. Additionally, seeking support from others is essential. Building a supportive network of family, friends, mentors and colleagues who understand ADHD can offer encouragement and practical assistance. Professional help, such as therapy or coaching, can also aid in developing coping strategies and improving executive functioning skills and, in some cases, medication may be beneficial.

Utilising coping strategies and tools is important for managing ADHD symptoms. Leveraging technology, such as organisational apps and time management tools, can help you stay on track. Engaging in regular physical activity to channel excess energy and improve concentration is also beneficial. Additionally, adapting your environment to minimise distractions and enhance focus is another useful strategy. This may involve setting up a quiet workspace, using noise-cancelling headphones or establishing clear boundaries for work and relaxation time. Being open to flexible approaches and tailoring strategies to suit individual needs is vital.

Developing a positive mindset and resilience is essential in overcoming challenges. Viewing ADHD as a unique aspect of your identity that can be harnessed for success, rather than as a limitation, can make a significant difference. Celebrating achievements, no matter how small, can boost self-esteem and motivation. Educating yourself and others about ADHD is also important. Understanding ADHD can lead to better self-advocacy and the development of effective management strategies. Sharing experiences and raising awareness can help break stigmas and promote understanding and acceptance.

In summary, by embracing their strengths, developing effective coping strategies, seeking support and developing a positive mindset, individuals with ADHD can overcome challenges and achieve remarkable success. The journeys of Michael Phelps and Richard Branson illustrate that ADHD is not a barrier to success but rather an aspect of their identities that, when managed effectively, can contribute to extraordinary accomplishments.

Breaking Stigmas and Raising Awareness

Breaking the stigmas surrounding ADHD and raising awareness about the condition can help to improve understanding and acceptance. ADHD is often misunderstood and there are misconceptions that can negatively impact those living with the condition. These misconceptions include beliefs that ADHD is merely an excuse for laziness or lack of discipline or that it only affects children. Such stereotypes can result in stigma, which can reduce the likelihood that individuals will seek the help and support they need.

Raising awareness about ADHD helps to combat these misconceptions by educating the public about the realities of the condition. It highlights that ADHD is a legitimate neurodevelopmental disorder that affects millions of people and can persist into adulthood. Increased awareness can also emphasise that individuals with ADHD often have unique strengths, such as creativity, energy and innovative thinking, which can be harnessed for success.

Success stories like those of Michael Phelps and Richard Branson play a significant role in breaking these stigmas. Phelps’s achievements as the most decorated Olympian of all time demonstrate that with the right support and coping strategies, individuals with ADHD can excel in highly demanding fields. His openness about his ADHD diagnosis and how he manages it helps to normalise the condition and inspire others facing similar challenges.

Similarly, Richard Branson’s story as a successful entrepreneur who founded the Virgin Group illustrates that ADHD does not prevent business success. Branson’s honest discussions about his ADHD and how he has turned his symptoms into strengths can challenge the notion that ADHD is a barrier to achieving your goals. His story encourages others to view their ADHD as a unique aspect of their identity that can be used for success.

These high-profile success stories contribute to reducing misconceptions by providing positive, real-world examples of what individuals with ADHD can achieve. They help to shift the narrative from one of limitation to one of potential. By highlighting the achievements of people with ADHD, these stories can inspire others with the condition to pursue their goals and seek the support they need. They can also educate the broader public and promote a more inclusive and supportive environment for those with ADHD.

In conclusion, breaking stigmas and raising awareness about ADHD is essential for promoting understanding, acceptance and support. Success stories like those of Michael Phelps and Richard Branson are powerful tools in this effort and demonstrate that individuals with ADHD can lead successful, fulfilling lives. By sharing these stories and continuing to educate the public about ADHD, we can help to reduce misconceptions and create a more inclusive society.

ADHD Awareness

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About the author

Nicole Murphy

Nicole graduated with a First-Class Honours degree in Psychology in 2013. She works as a writer and editor and tries to combine all her passions - writing, education, and psychology. Outside of work, Nicole loves to travel, go to the beach, and drink a lot of coffee! She is currently training to climb Machu Picchu in Peru.

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University Bonn Hospital

Harnessing VR Technology To Transform Medical Care

University Hospital Bonn (UKB) is a leading German medical facility with 38 clinics and 31 institutes. Internationally renowned for research and teaching, UKB connects medical advancements with patient care. With NVIDIA CloudXR , UKB utilizes virtual environments to train surgeons and medical students, preparing them for procedures.

NVIDIA CloudXR, NVIDIA A40 GPUs

UKB Uses NVIDIA CloudXR and Medicalholodeck Solutions to Train Physicians

Every year, UKB treats around 420,000 outpatients, 50,000 inpatients as well as 40,000 emergency patients and has the third-highest case mix index (case severity) in Germany. To provide the best care for these patients, UKB has been exploring methods to better prepare their surgeons for various tasks and challenges.

This special demand for continuous, advanced training brought Dr. Jan Arensmeyer and Dr. Philipp Feodorovici to the world of extended reality (XR). The team at UKB was introduced to use cases of real-time image reconstruction using Medicalholodeck and streamed with NVIDIA CloudXR™, which delivers high-fidelity, immersive XR experiences across 5G and Wi-Fi networks.

The implementation was carried out as part of UKB's Innovative Secure Medical Campus (ISMC) project.

Image courtesy of UKB

Elevating Precision of Medical Procedures with VR

As surgeons at a leading medical facility, the medical team at UKB is tasked with performing a wide variety of complicated and challenging surgical procedures. In the field of thoracic surgery—which operates on organs within the chest, including the heart, lungs and esophagus—procedures demand immense precision and accuracy.

Planning for such surgeries in 3D has significant benefits. The combination of Medicalholodeck and CloudXR allows medical teams to reduce the amount of necessary hardware and expenses. Now the only hardware users require is their preferred VR headset and a stable internet connection.

Dr. Arensmeyer and Dr. Feodorovici integrated VR technology into their regular surgery lectures, where students were able to interact with recreations of complex medical images in a 3D virtual world.

Incorporating VR into the training process allowed both experienced surgeons and students to better prepare for diverse challenges with high-performance visualization. Medicalholodeck’s integration with CloudXR opens up a world of new possibilities while reducing costs at the same time.

Opening New Doors to the Surgical Field with Spatial Computing

Medicalholodeck uses integrated AI to reconstruct Digital Imaging and Communications in Medicine (DICOM) images and videos – such as CT and MRI scans. A major benefit of this real-time reconstruction for surgeons is that they don’t have to import or change the environment. Performing real-time reconstruction for large datasets requires immense GPU power. The team at UKB uses NVIDIA A40 GPUs in a Supermicro system configured and deployed with the support of NVIDIA ELITE partner SVA System Vertrieb Alexander GmbH to power the heavy VR workflows.

With CloudXR set up on the hospital’s campus, all physicians train with the original data in a high-performance environment, with no latency. “This unique on-premise medical XR cloud solution is developed considering Germany’s highest data security and data privacy standards,” mentioned Dr. Feodorovici.

Surgeons can easily connect with students from any place at any time, and they can teach techniques based on real patients' 3D data in a fully immersive virtual environment.

“For real time surgical training, you need high-quality GPUs to be used for the immersive experience,” said Dr. Arensmeyer. “By using CloudXR, we can get access to the highest fidelity environments, running on the highest quality A40 GPUs. And CloudXR allows little to no latency, which is critical because it helps surgeons be fully immersed in their virtual surgery.”

By running Medicalholodeck from on-prem servers and streaming via CloudXR, surgeons around and off campus can collaboratively advance surgical planning virtually.

UKB conducted a survey among 100 students enrolled in Thoracic surgery lectures and nearly 100 percent responded that they not only benefited from the technology but also had fun with the experience. Dr. Arensmeyer said, “Students are more likely to show higher retention rates and it encourages young students who are interested in the surgical roles to explore the field.”

With Medicalholodeck’s platform and CloudXR, the team at UKB experienced many benefits, including:

• Full-Immersion Surgical Planning : For surgeons to thoroughly train through VR, they need a fully immersive surgery experience. With Medicalholodeck and CloudXR, they are allowed to plan the procedure as if they are performing on a real patient, thanks to having little to no latency in streaming.
• Powerful GPU Support : With 6-8 NVIDIA A40 GPUs, the team at UKB is able to support the prominent demand for GPU performance when manipulating real-time medical imaging data.
• Fun Learning Experience : The team at UKB learned that curricula that incorporate VR significantly helps students and young professionals to understand anatomy and the surgical approach better than conventional teaching methods and has the potential to increase retention.

Image courtesy of Medicalholodeck INC.

The state of North Rhine-Westphalia, which has the highest density of university hospitals in the country, is funding the project at UKB. Last year, the hospital received a grant of 17.5 million euros from the Ministry of Economic Affairs, Innovation, Digitalization, and Energy of the State of North Rhine-Westphalia for the digitization lighthouse project, which is unique in Germany. The objective is to evaluate and compare ‌traditional methodologies of learning to trainings that incorporate XR.

Dr. Feodorovici stated that AI and XR will be vital in future surgeries and further mentioned his recent visit to Boston for a Cardiothoracic surgery conference. He presented UKB’s use case of VR technology in teaching and surgery preparation and was met with an awed audience.

“Everyone sees this as the future of the medical training field,” said Dr. Feodorovici, “With our partners Medicalholodeck and SVA we are currently working on trespassing the limits of VR to adopt the current CloudXR setup for mixed reality applications with the aim to improve even more collaborative preprocedural planning and enable surgical navigation”.

Since the solution uses DICOM format images, there's a much larger opportunity for XR to influence the medical standard of procedures.

“By using CloudXR, we can get access to the highest fidelity environments, running on the highest quality A40 GPUs.”

Dr. Jan Arensmeyer MD, UKB

Ready to Get Started?

To learn more about NVIDIA’s streaming XR solution, visit: www.nvidia.com/CloudXR

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