Case Studies are detailed examples of companies, organizations, or other entities that help clients:

• Understand a situation better (e.g., what happened, why, or how something was done).
• Identify and analyze the key problems or solutions for a specific case.
• Understand how another company/organization pursued a specific strategy to solve a business problem, e.g., how tech companies increased audience engagement in virtual events or how a company used CRM tools to engage their customers.

Minimum Requirements

• Provide 2-3 case studies surrounding the topic. For each case study, include:
  • What the company did (2-3 sentence minimum)
  • Why did they do this? (What goal were they trying to reach, or what problem were they trying to solve?)
  • Any success metrics that resulted from this
  • 1-2 quotes/statements from their leadership team that discuss this change.
  • Provide a minimum of one image per 3-hour request. Add an image for each concept discussed, if possible.

Identifying Case Studies

• Always start with a direct search using keywords and search strings, e.g., “case studies of SaaS marketing.” Use various keywords and [“case study”] for the best results.

• If you find multiple precompiled case studies, scan them to see the most recent and relevant ones to the client’s ask.

• If you cannot find case studies through a general search, use more specific search strings, Boolean and X-ray searches, and filters to pull relevant results.

  <aside> 🧠 Note: Search strings and advanced search methods, e.g., X-ray and Boolean search, are tools, not strategies. Do not mention these in your research reports. Instead, note the publishers of the resources, reports, and databases consulted (e.g., International Data Group (IDG)).

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• Consult industry-specific publications such as digital magazines and whitepapers, databases (e.g., Equator Initiative Case Study Database), “featured” media reports or articles on “success stories.”

• In addition, industry-specific case study databases and scholarly research tend to include concrete statistics on the concept, its implications, and results. Some of these resources can be found below:

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  • Resources for a Case Study

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• If precompiled case studies are not found, create case studies from various sources. To do this, prioritize first-party sources (e.g., company news, leadership interviews, customer stories, use cases, whitepapers, etc.) before consulting third-party (media) sources.

• Check various sources and touch on the case studies' significant aspects (i.e., the who, what, why, how, and results).

Findings

• Ensure that the companies/brands selected for case studies operate within the same market, industry, or niche or conduct the same type of work.
• Unless otherwise stated in the Research Criteria, include 2-3 case studies per request.
• Provide the most recent case studies if the client has yet to specify a time frame.