Case Studies are detailed examples of companies, organizations, or other entities that help clients:
Always start with a direct search using keywords and search strings e.g., “case studies of SaaS marketing.” Use a variety of keywords along with [“case study”] for the best results.
If you find multiple, precompiled case studies, scan through them to find those that are most recent and relevant 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, as well as 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, mention the publishers of the resources, reports, and databases consulted (e.g., International Data Group (IDG)).
</aside>
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, look into industry-specific case study databases and scholarly research as they tend to include concrete statistics on the concept, its implications, and results. Some of these resources can be found below:
Resources for a Case Study
Case Study Databases
Company Case Studies
⚠️ Note: Companies only publish successful case studies to promote their services so watch for any bias that may be present.
If precompiled case studies are not found, create case studies from a collection of 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.
Make sure to check a variety of sources and touch on major aspects (i.e, the who, what, why, how, results) of the case studies.