case study of a business

28 Case Study Examples Every Marketer Should See

Published: March 08, 2023

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

In this post, we’ll go over the definition of a case study and the best examples to inspire you.

What is a case study?

A case study is a detailed story of something your company did. It includes a beginning — often discussing a conflict, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer. This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial. A great case study is also filled with research and stats to back up points made about a project's results.

There are myriad ways to use case studies in your marketing strategy . From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer. Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

Fill out the form below to access the free case study templates.

Free Case Study Templates

Showcase your company's success using these three free case study templates.

• Data-Driven Case Study Template
• Product-Specific Case Study Template
• General Case Study Template

You're all set!

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There’s no better way to generate more leads than by writing case studies . But without case study examples to draw inspiration from, it can be difficult to write impactful studies that convince visitors to submit a form.

Marketing Case Study Examples

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company offers in a way that is both meaningful and useful to your audience. So, take a look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data. In other words, you don’t get just nice statements, like "This company helped us a lot." You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

1. " How Handled Scaled from Zero to 121 Locations with the Help of HubSpot ," by HubSpot

What's interesting about this case study is the way it leads with the customer. That reflects a major HubSpot cornerstone, which is to always solve for the customer first. The copy leads with a brief description of why the CEO of Handled founded the company and why he thought Handled could benefit from adopting a CRM. The case study also opens up with one key data point about Handled’s success using HubSpot, namely that it grew to 121 locations.

Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the other text on the page. So while your case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.

Key Learnings from the HubSpot Case Study Example

• Give the case study a personal touch by focusing on the CEO rather than the company itself.
• Use multimedia to engage website visitors as they read the case study.

2. " The Whole Package ," by IDEO

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, they’re greeted with a big, bold photo and the title of the case study — which just so happens to summarize how IDEO helped its client. It summarizes the case study in three snippets: The challenge, the impact, and the outcome.

Immediately, IDEO communicates its impact — the company partnered with H&M to remove plastic from its packaging — but it doesn't stop there. As the user scrolls down, the challenge, impact, and progress are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and intriguing visuals.

Key Learnings from the IDEO Case Study Example

• Split up the takeaways of your case studies into bite-sized sections.
• Always use visuals and images to enrich the case study experience, especially if it’s a comprehensive case study.

3. " Rozum Robotics intensifies its PR game with Awario ," by Awario

In this case study, Awario greets the user with a summary straight away — so if you’re feeling up to reading the entire case study, you can scan the snapshot and understand how the company serves its customers. The case study then includes jump links to several sections, such as "Company Profile," "Rozum Robotics' Pains," "Challenge," "Solution," and "Results and Improvements."

The sparse copy and prominent headings show that you don’t need a lot of elaborate information to show the value of your products and services. Like the other case study examples on this list, it includes visuals and quotes to demonstrate the effectiveness of the company’s efforts. The case study ends with a bulleted list that shows the results.

Key Learnings from the Awario Robotics Case Study Example

• Create a table of contents to make your case study easier to navigate.
• Include a bulleted list of the results you achieved for your client.

4. " Chevrolet DTU ," by Carol H. Williams

If you’ve worked with a company that’s well-known, use only the name in the title — like Carol H. Williams, one of the nation’s top advertising agencies, does here. The "DTU," stands for "Discover the Unexpected." It generates interest because you want to find out what the initials mean.

They keep your interest in this case study by using a mixture of headings, images, and videos to describe the challenges, objectives, and solutions of the project. The case study closes with a summary of the key achievements that Chevrolet’s DTU Journalism Fellows reached during the project.

Key Learnings from the Carol H. Williams Case Study Example

• If you’ve worked with a big brand before, consider only using the name in the title — just enough to pique interest.
• Use a mixture of headings and subheadings to guide users through the case study.

5. " How Fractl Earned Links from 931 Unique Domains for Porch.com in a Single Year ," by Fractl

Fractl uses both text and graphic design in their Porch.com case study to immerse the viewer in a more interesting user experience. For instance, as you scroll, you'll see the results are illustrated in an infographic-design form as well as the text itself.

Further down the page, they use icons like a heart and a circle to illustrate their pitch angles, and graphs to showcase their results. Rather than writing which publications have mentioned Porch.com during Fractl’s campaign, they incorporated the media outlets’ icons for further visual diversity.

Key Learnings from the Fractl Case Study Example

• Let pictures speak for you by incorporating graphs, logos, and icons all throughout the case study.
• Start the case study by right away stating the key results, like Fractl does, instead of putting the results all the way at the bottom.

6. " The Met ," by Fantasy

What's the best way to showcase the responsiveness and user interface of a website? Probably by diving right into it with a series of simple showcases— which is exactly what Fantasy does on their case study page for the Metropolitan Museum of Art. They keep the page simple and clean, inviting you to review their redesign of the Met’s website feature-by-feature.

Each section is simple, showing a single piece of the new website's interface so that users aren’t overwhelmed with information and can focus on what matters most.

If you're more interested in text, you can read the objective for each feature. Fantasy understands that, as a potential customer, this is all you need to know. Scrolling further, you're greeted with a simple "Contact Us" CTA.

Key Learnings from the Fantasy Case Study Example

• You don’t have to write a ton of text to create a great case study. Focus on the solution you delivered itself.
• Include a CTA at the bottom inviting visitors to contact you.

7. " Rovio: How Rovio Grew Into a Gaming Superpower ," by App Annie

If your client had a lot of positive things to say about you, take a note from App Annie’s Rovio case study and open up with a quote from your client. The case study also closes with a quote, so that the case study doesn’t seem like a promotion written by your marketing team but a story that’s taken straight from your client’s mouth. It includes a photo of a Rovio employee, too.

Another thing this example does well? It immediately includes a link to the product that Rovio used (namely, App Annie Intelligence) at the top of the case study. The case study closes with a call-to-action button prompting users to book a demo.

Key Learnings from the App Annie Case Study Example

• Feature quotes from your client at the beginning and end of the case study.
• Include a mention of the product right at the beginning and prompt users to learn more about the product.

8. " Embracing first-party data: 3 success stories from HubSpot ," by Think with Google

Google takes a different approach to text-focused case studies by choosing three different companies to highlight.

The case study is clean and easily scannable. It has sections for each company, with quotes and headers that clarify the way these three distinct stories connect. The simple format also uses colors and text that align with the Google brand.

Another differentiator is the focus on data. This case study is less than a thousand words, but it's packed with useful data points. Data-driven insights quickly and clearly show how the value of leveraging first-party data while prioritizing consumer privacy.

Key Learnings from the Think with Google Case Study Example

• A case study doesn’t need to be long or complex to be powerful.
• Clear data points are a quick and effective way to prove value.

9. " In-Depth Performance Marketing Case Study ," by Switch

Switch is an international marketing agency based in Malta that knocks it out of the park with this case study. Its biggest challenge is effectively communicating what it did for its client without ever revealing the client’s name. It also effectively keeps non-marketers in the loop by including a glossary of terms on page 4.

The PDF case study reads like a compelling research article, including titles like "In-Depth Performance Marketing Case Study," "Scenario," and "Approach," so that readers get a high-level overview of what the client needed and why they approached Switch. It also includes a different page for each strategy. For instance, if you’d only be interested in hiring Switch for optimizing your Facebook ads, you can skip to page 10 to see how they did it.

The PDF is fourteen pages long but features big fonts and plenty of white space, so viewers can easily skim it in only a few minutes.

Key Learnings from the Switch Case Study Example

• If you want to go into specialized information, include a glossary of terms so that non-specialists can easily understand.
• Close with a CTA page in your case study PDF and include contact information for prospective clients.

10. " Gila River ," by OH Partners

Let pictures speak for you, like OH Partners did in this case study. While you’ll quickly come across a heading and some text when you land on this case study page, you’ll get the bulk of the case study through examples of actual work OH Partners did for its client. You will see OH Partners’ work in a billboard, magazine, and video. This communicates to website visitors that if they work with OH Partners, their business will be visible everywhere.

And like the other case studies here, it closes with a summary of what the firm achieved for its client in an eye-catching way.

Key Learnings from the OH Partners Case Study Example

• Let the visuals speak by including examples of the actual work you did for your client — which is especially useful for branding and marketing agencies.
• Always close out with your achievements and how they impacted your client.

11. " Facing a Hater ," by Digitas

Digitas' case study page for Sprite’s #ILOVEYOUHATER campaign keeps it brief while communicating the key facts of Digitas’ work for the popular soda brand. The page opens with an impactful image of a hundred people facing a single man. It turns out, that man is the biggest "bully" in Argentina, and the people facing him are those whom he’s bullied before.

Scrolling down, it's obvious that Digitas kept Sprite at the forefront of their strategy, but more than that, they used real people as their focal point. They leveraged the Twitter API to pull data from Tweets that people had actually tweeted to find the identity of the biggest "hater" in the country. That turned out to be @AguanteElCofler, a Twitter user who has since been suspended.

Key Learnings from the Digitas Case Study Example

• If a video was part of your work for your client, be sure to include the most impactful screenshot as the heading.
• Don’t be afraid to provide details on how you helped your client achieve their goals, including the tools you leveraged.

12. " Better Experiences for All ," by HermanMiller

HermanMiller sells sleek, utilitarian furniture with no frills and extreme functionality, and that ethos extends to its case study page for a hospital in Dubai.

What first attracted me to this case study was the beautiful video at the top and the clean user experience. User experience matters a lot in a case study. It determines whether users will keep reading or leave. Another notable aspect of this case study is that the video includes closed-captioning for greater accessibility, and users have the option of expanding the CC and searching through the text.

HermanMiller’s case study also offers an impressive amount of information packed in just a few short paragraphs for those wanting to understand the nuances of their strategy. It closes out with a quote from their client and, most importantly, the list of furniture products that the hospital purchased from the brand.

Key Learnings from the HermanMiller Case Study Example

• Close out with a list of products that users can buy after reading the case study.
• Include accessibility features such as closed captioning and night mode to make your case study more user-friendly.

13. " Capital One on AWS ," by Amazon

Do you work continuously with your clients? Consider structuring your case study page like Amazon did in this stellar case study example. Instead of just featuring one article about Capital One and how it benefited from using AWS, Amazon features a series of articles that you can then access if you’re interested in reading more. It goes all the way back to 2016, all with different stories that feature Capital One’s achievements using AWS.

This may look unattainable for a small firm, but you don’t have to go to extreme measures and do it for every single one of your clients. You could choose the one you most wish to focus on and establish a contact both on your side and your client’s for coming up with the content. Check in every year and write a new piece. These don’t have to be long, either — five hundred to eight hundred words will do.

Key Learnings from the Amazon AWS Case Study Example

• Write a new article each year featuring one of your clients, then include links to those articles in one big case study page.
• Consider including external articles as well that emphasize your client’s success in their industry.

14. " HackReactor teaches the world to code #withAsana ," by Asana

While Asana's case study design looks text-heavy, there's a good reason. It reads like a creative story, told entirely from the customer's perspective.

For instance, Asana knows you won't trust its word alone on why this product is useful. So, they let Tony Phillips, HackReactor CEO, tell you instead: "We take in a lot of information. Our brains are awful at storage but very good at thinking; you really start to want some third party to store your information so you can do something with it."

Asana features frequent quotes from Phillips to break up the wall of text and humanize the case study. It reads like an in-depth interview and captivates the reader through creative storytelling. Even more, Asana includes in-depth detail about how HackReactor uses Asana. This includes how they build templates and workflows:

"There's a huge differentiator between Asana and other tools, and that’s the very easy API access. Even if Asana isn’t the perfect fit for a workflow, someone like me— a relatively mediocre software engineer—can add functionality via the API to build a custom solution that helps a team get more done."

Key Learnings from the Asana Example

• Include quotes from your client throughout the case study.
• Provide extensive detail on how your client worked with you or used your product.

15. " Rips Sewed, Brand Love Reaped ," by Amp Agency

Amp Agency's Patagonia marketing strategy aimed to appeal to a new audience through guerrilla marketing efforts and a coast-to-coast road trip. Their case study page effectively conveys a voyager theme, complete with real photos of Patagonia customers from across the U.S., and a map of the expedition. I liked Amp Agency's storytelling approach best. It captures viewers' attention from start to finish simply because it's an intriguing and unique approach to marketing.

Key Learnings from the Amp Agency Example

• Open up with a summary that communicates who your client is and why they reached out to you.
• Like in the other case study examples, you’ll want to close out with a quantitative list of your achievements.

16. " NetApp ," by Evisort

Evisort opens up its NetApp case study with an at-a-glance overview of the client. It’s imperative to always focus on the client in your case study — not on your amazing product and equally amazing team. By opening up with a snapshot of the client’s company, Evisort places the focus on the client.

This case study example checks all the boxes for a great case study that’s informative, thorough, and compelling. It includes quotes from the client and details about the challenges NetApp faced during the COVID pandemic. It closes out with a quote from the client and with a link to download the case study in PDF format, which is incredibly important if you want your case study to be accessible in a wider variety of formats.

Key Learnings from the Evisort Example

• Place the focus immediately on your client by including a snapshot of their company.
• Mention challenging eras, such as a pandemic or recession, to show how your company can help your client succeed even during difficult times.

17. " Copernicus Land Monitoring – CLC+ Core ," by Cloudflight

Including highly specialized information in your case study is an effective way to show prospects that you’re not just trying to get their business. You’re deep within their industry, too, and willing to learn everything you need to learn to create a solution that works specifically for them.

Cloudflight does a splendid job at that in its Copernicus Land Monitoring case study. While the information may be difficult to read at first glance, it will capture the interest of prospects who are in the environmental industry. It thus shows Cloudflight’s value as a partner much more effectively than a general case study would.

The page is comprehensive and ends with a compelling call-to-action — "Looking for a solution that automates, and enhances your Big Data system? Are you struggling with large datasets and accessibility? We would be happy to advise and support you!" The clean, whitespace-heavy page is an effective example of using a case study to capture future leads.

Key Learnings from the Cloudflight Case Study Example

• Don’t be afraid to get technical in your explanation of what you did for your client.
• Include a snapshot of the sales representative prospects should contact, especially if you have different sales reps for different industries, like Cloudflight does.

18. " Valvoline Increases Coupon Send Rate by 76% with Textel’s MMS Picture Texting ," by Textel

If you’re targeting large enterprises with a long purchasing cycle, you’ll want to include a wealth of information in an easily transferable format. That’s what Textel does here in its PDF case study for Valvoline. It greets the user with an eye-catching headline that shows the value of using Textel. Valvoline saw a significant return on investment from using the platform.

Another smart decision in this case study is highlighting the client’s quote by putting it in green font and doing the same thing for the client’s results because it helps the reader quickly connect the two pieces of information. If you’re in a hurry, you can also take a look at the "At a Glance" column to get the key facts of the case study, starting with information about Valvoline.

Key Learnings from the Textel Case Study Example

• Include your client’s ROI right in the title of the case study.
• Add an "At a Glance" column to your case study PDF to make it easy to get insights without needing to read all the text.

19. " Hunt Club and Happeo — a tech-enabled love story ," by Happeo

In this blog-post-like case study, Happeo opens with a quote from the client, then dives into a compelling heading: "Technology at the forefront of Hunt Club's strategy." Say you’re investigating Happeo as a solution and consider your firm to be technology-driven. This approach would spark your curiosity about why the client chose to work with Happeo. It also effectively communicates the software’s value proposition without sounding like it’s coming from an in-house marketing team.

Every paragraph is a quote written from the customer’s perspective. Later down the page, the case study also dives into "the features that changed the game for Hunt Club," giving Happeo a chance to highlight some of the platform’s most salient features.

Key Learnings from the Happeo Case Study Example

• Consider writing the entirety of the case study from the perspective of the customer.
• Include a list of the features that convinced your client to go with you.

20. " Red Sox Season Campaign ," by CTP Boston

What's great about CTP's case study page for their Red Sox Season Campaign is their combination of video, images, and text. A video automatically begins playing when you visit the page, and as you scroll, you'll see more embedded videos of Red Sox players, a compilation of print ads, and social media images you can click to enlarge.

At the bottom, it says "Find out how we can do something similar for your brand." The page is clean, cohesive, and aesthetically pleasing. It invites viewers to appreciate the well-roundedness of CTP's campaign for Boston's beloved baseball team.

Key Learnings from the CTP Case Study Example

• Include a video in the heading of the case study.
• Close with a call-to-action that makes leads want to turn into prospects.

21. " Acoustic ," by Genuine

Sometimes, simple is key. Genuine's case study for Acoustic is straightforward and minimal, with just a few short paragraphs, including "Reimagining the B2B website experience," "Speaking to marketers 1:1," and "Inventing Together." After the core of the case study, we then see a quote from Acoustic’s CMO and the results Genuine achieved for the company.

The simplicity of the page allows the reader to focus on both the visual aspects and the copy. The page displays Genuine's brand personality while offering the viewer all the necessary information they need.

• You don’t need to write a lot to create a great case study. Keep it simple.
• Always include quantifiable data to illustrate the results you achieved for your client.

22. " Using Apptio Targetprocess Automated Rules in Wargaming ," by Apptio

Apptio’s case study for Wargaming summarizes three key pieces of information right at the beginning: The goals, the obstacles, and the results.

Readers then have the opportunity to continue reading — or they can walk away right then with the information they need. This case study also excels in keeping the human interest factor by formatting the information like an interview.

The piece is well-organized and uses compelling headers to keep the reader engaged. Despite its length, Apptio's case study is appealing enough to keep the viewer's attention. Every Apptio case study ends with a "recommendation for other companies" section, where the client can give advice for other companies that are looking for a similar solution but aren’t sure how to get started.

Key Learnings from the Apptio Case Study Example

• Put your client in an advisory role by giving them the opportunity to give recommendations to other companies that are reading the case study.
• Include the takeaways from the case study right at the beginning so prospects quickly get what they need.

23. " Airbnb + Zendesk: building a powerful solution together ," by Zendesk

Zendesk's Airbnb case study reads like a blog post, and focuses equally on Zendesk and Airbnb, highlighting a true partnership between the companies. To captivate readers, it begins like this: "Halfway around the globe is a place to stay with your name on it. At least for a weekend."

The piece focuses on telling a good story and provides photographs of beautiful Airbnb locations. In a case study meant to highlight Zendesk's helpfulness, nothing could be more authentic than their decision to focus on Airbnb's service in such great detail.

Key Learnings from the Zendesk Case Study Example

• Include images of your client’s offerings — not necessarily of the service or product you provided. Notice how Zendesk doesn’t include screenshots of its product.
• Include a call-to-action right at the beginning of the case study. Zendesk gives you two options: to find a solution or start a trial.

24. " Biobot Customer Success Story: Rollins College, Winter Park, Florida ," by Biobot

Like some of the other top examples in this list, Biobot opens its case study with a quote from its client, which captures the value proposition of working with Biobot. It mentions the COVID pandemic and goes into detail about the challenges the client faced during this time.

This case study is structured more like a news article than a traditional case study. This format can work in more formal industries where decision-makers need to see in-depth information about the case. Be sure to test different methods and measure engagement .

Key Learnings from the Biobot Case Study Example

• Mention environmental, public health, or economic emergencies and how you helped your client get past such difficult times.
• Feel free to write the case study like a normal blog post, but be sure to test different methods to find the one that best works for you.

25. " Discovering Cost Savings With Efficient Decision Making ," by Gartner

You don't always need a ton of text or a video to convey your message — sometimes, you just need a few paragraphs and bullet points. Gartner does a fantastic job of quickly providing the fundamental statistics a potential customer would need to know, without boggling down their readers with dense paragraphs. The case study closes with a shaded box that summarizes the impact that Gartner had on its client. It includes a quote and a call-to-action to "Learn More."

Key Learnings from the Gartner Case Study Example

• Feel free to keep the case study short.
• Include a call-to-action at the bottom that takes the reader to a page that most relates to them.

26. " Bringing an Operator to the Game ," by Redapt

This case study example by Redapt is another great demonstration of the power of summarizing your case study’s takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome." But its most notable feature is a section titled "Moment of clarity," which shows why this particular project was difficult or challenging.

The section is shaded in green, making it impossible to miss. Redapt does the same thing for each case study. In the same way, you should highlight the "turning point" for both you and your client when you were working toward a solution.

Key Learnings from the Redapt Case Study Example

• Highlight the turning point for both you and your client during the solution-seeking process.
• Use the same structure (including the same headings) for your case studies to make them easy to scan and read.

27. " Virtual Call Center Sees 300% Boost In Contact Rate ," by Convoso

Convoso’s PDF case study for Digital Market Media immediately mentions the results that the client achieved and takes advantage of white space. On the second page, the case study presents more influential results. It’s colorful and engaging and closes with a spread that prompts readers to request a demo.

Key Learnings from the Convoso Case Study Example

• List the results of your work right at the beginning of the case study.
• Use color to differentiate your case study from others. Convoso’s example is one of the most colorful ones on this list.

28. " Ensuring quality of service during a pandemic ," by Ericsson

Ericsson’s case study page for Orange Spain is an excellent example of using diverse written and visual media — such as videos, graphs, and quotes — to showcase the success a client experienced. Throughout the case study, Ericsson provides links to product and service pages users might find relevant as they’re reading the study.

For instance, under the heading "Preloaded with the power of automation," Ericsson mentions its Ericsson Operations Engine product, then links to that product page. It closes the case study with a link to another product page.

Key Learnings from the Ericsson Case Study Example

• Link to product pages throughout the case study so that readers can learn more about the solution you offer.
• Use multimedia to engage users as they read the case study.

Start creating your case study.

Now that you've got a great list of examples of case studies, think about a topic you'd like to write about that highlights your company or work you did with a customer.

A customer’s success story is the most persuasive marketing material you could ever create. With a strong portfolio of case studies, you can ensure prospects know why they should give you their business.

Editor's note: This post was originally published in August 2018 and has been updated for comprehensiveness.

Don't forget to share this post!

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• Capital Asset Pricing Model
• Capital Budget
• Capital Budgeting
• Capital Investments
• Capital Rationing
• Cash Budgeting
• Cash Collection
• Cash Conversion Cycle
• Certainty Equivalent
• Common Stock
• Company Cost of Capital
• Comparables Valuation
• Compensation
• Competitive Advantage
• Components of Working Capital
• Conglomerate Merger
• Continuous Compounding
• Convertible Bonds
• Convertibles
• Corporate Bonds Default Risk
• Corporate Control
• Corporate Debt
• Corporate Debt Yield
• Corporate Financial Goals
• Corporate Income Tax
• Corporate Tax
• Corporation
• Cost of Bankruptcy
• Cost of Capital
• Cost of Equity
• Cost of Equity Capital
• Cost of Financial Distress
• Credit Decisions
• Cross Currency Swap
• Currency Risk
• DCF Terminal Value
• DCF Valuation
• Debt Policy
• Debt Restructuring
• Debt vs Equity
• Decision Trees
• Declining Industries
• Default Risk
• Direct and Indirect Costs of Bankruptcy
• Discounted Cash Flow
• Discounted Payback Period
• Dividend Payout
• Dividend Policy
• DuPont Analysis
• Dual Class Equity
• Earnings Per Share
• Economic Exposure
• Economic Rent
• Economic Value Added
• Efficiency Calculations
• Exchange Rate Theories
• External Financing
• Fama French 3 Factor Model
• Financial Bubbles
• Financial Decisions
• Financial Distress
• Financial Leverage
• Financial Managers
• Financial Planning
• Financing Decision
• Flexible Production
• Flow to Equity
• Follow On Investments
• Forward Contract
• Fundamentals of Corporate Finance
• Future Value
• Future Value of Annuity
• Futures Contract
• General Cash Offer
• Global Ownership Structures
• Going Public
• Growing Annuity Formula
• Growing Perpetuity Formula
• Growth Industries
• Growth Stocks
• Hedge Ratio
• Horizontal Integration
• How to Build a Merger Model
• IRR Pitfalls
• Identifying Options
• Incentive Compensation
• Income Stocks
• Incremental Cash Flow
• Inflation Indexed Bonds
• Interest Rate Hedge
• Interest Rate Swaps
• Internal Rate of Return
• International Cash Management
• International Cost of Capital
• International Risk
• Investment Criteria
• Investment Decisions
• Investment Opportunities
• Issuance of securities
• Law of Conservation of Value
• Law of One Price
• Lease Accounting
• Leverage Ratios
• Leveraged Buyout
• Leveraged Leases
• Leveraged Restructuring
• Levered Beta
• Liquidity Ratios
• Loan Covenants
• Long Term Financial Plans
• Managing Credit
• Managing Debt
• Market Capitalization
• Market Values
• Marketable Securities
• Maximizing shareholder value
• Medium Term Notes
• Merger Waves
• Merger and Acquisition Considerations
• Merger and Acquisition Costs
• Mergers and Acquisitions
• Modern Portfolio Theory
• Modigliani-Miller Formula
• Monitoring and Evaluation
• Monte Carlo Simulation
• NPV Investment Decision Rule
• Net Present Value
• Nominal Interest Rate
• Operating Leases
• Optimistic Forecast
• Option Valuation
• Option to Expand
• Options Fundamentals
• Options Risk Management
• Organizational Change
• Ownership Structure
• Payback Period
• Pecking Order Theory
• Performance Management
• Perpetuities
• Political Risk
• Portfolio Risk
• Portfolio Theory
• Positive NPV
• Predicting Default
• Preferred Stock
• Present Value of Annuity
• Present Value of Perpetuity
• Pricing Models
• Private Equity Partnerships
• Private Placement
• Privatization
• Problems with NPV
• Project Analysis
• Project Valuation
• Put Call Parity
• Put Options
• Pyramid Systems
• Rate of Return
• Real Interest Rate
• Real Options
• Reasons For a Merger
• Residual Income
• Restructuring
• Return on Equity
• Rewarding Performance
• Risk Adjusted Discount Rate
• Risk Management
• Risk Neutral Valuation
• Risk of Hedging
• Scenario Analysis
• Security Risk Assessment
• Selling Securities
• Semi-Strong Market Efficiency
• Sensitivity Analysis
• Share Repurchase
• Sharpe Ratio
• Short Termism
• Sovereign Bonds
• Speculation
• Spot Exchange Rate
• Statistical Models
• Stock Dividend
• Stock Issues
• Stock Prices
• Stock Valuation
• Stockholder Voting Rights
• Strong Form Efficiency
• Structural Models
• Tax on Dividends
• Term Structure
• Terminal Value
• Time Value of Money
• Timing Option
• Transactions
• Transparency
• Types of Agency Problems
• Types of Bonds
• Types of Debt
• Types of Depreciation
• Types of Interest Rates
• Types of Investment Funds
• Unlevered Beta
• Value Additivity Principle
• Valuing Common Stock
• Variance and Standard Deviation
• Venture Capital Market
• Weighted Average Cost of Capital
• Working capital
• Yield Spread
• Zero Coupon Bond
• Analysing Financial Performance
• Average Rate of Return
• Balance Sheet
• Break Even Analysis Chart
• Break-Even Analysis
• Cash Flow Budget
• Cash Flow Forecast
• Cash Flow Improvement
• Cashflow Problems
• External Sources of Finance
• Financial Objectives
• Financial Performance and Stakeholders
• Financial Statements
• Financial Terms and Calculations
• Income Statements
• Internal Sources of Finance
• Investments
• Profitability Ratio
• Sources of Finance
• Boundary Spanning
• Contract of Employment
• Departmentalization
• Employee Benefits
• Employee Costs
• Employee Engagement
• Employee Rewards
• Employee Training and Development
• Employment Policy
• Expectancy Theory
• Flexible Work Arrangements
• HR Policies
• Hackman and Oldham Model
• Herzberg Two Factor Theory
• Human Resource Flow
• Human Resource Management
• Human Resource Objectives
• Improving Employer - Employee Relations
• Incentives for Employees
• Internal and External Communication
• Intrinsic Motivation
• Job Characteristics Model
• Job Satisfaction
• Labour Productivity
• Labour Turnover
• Maslow Theory
• Matrix Organizational Structure
• Methods of Recruitment
• Motivating & Engaging Employees
• Motivation in the Workplace
• Organisation Design
• Organizational Justice
• Organizational Strategy
• Organizational Structure Types
• Pay Structure
• Performance Evaluation
• Performance Feedback
• Recruitment And Selection
• Reinforcement Theory
• Retention Rate
• Self-Efficacy Theory
• Taylor Motivation Theory
• Team Structure
• Termination
• Training Methods
• Work-Life Balance
• Business Ethics
• Business Risks
• Business Uncertainty
• Consumer Law
• Economic Climate
• Effects of Interest Rates on Businesses
• Employment Law
• Environment and Business
• External Factors Affecting Business
• Government Policies on Business
• Health and Safety
• Inflation and Business
• Information and Communication Technology in Business
• Multinational Company
• Sustainability in Business
• Tax on Business
• Account Management Responsibilities
• Account Receivable
• Accounting Assumptions
• Accounting Basics
• Accounting Changes
• Accounting Changes and Error Corrections
• Accounting Cycle
• Accounting Equations
• Accounting Errors
• Accounting Policies
• Accounting for Income Taxes
• Accounting for Investments
• Accrued Liabilities
• Accumulated Other Comprehensive Income
• Acquisition Valuation
• Activity Ratio
• Adjusting Entries
• Allocation Base
• Allocation Method
• Amortization of Intangible Assets
• Antidilutive
• Assets Held for Sale
• Average Cost Method
• Balance Sheet Accounts
• Bond Indenture
• Bond Valuation
• Bonds and Long-term notes
• Capitalized Cost
• Cash Dividends
• Cash Inflow
• Cash and Cash Equivalents
• Cash and Receivables
• Cash vs Accrual Accounting
• Change in Accounting Principle
• Change in Inventory Method
• Change in Reporting Entity
• Claims and Litigations
• Components of Pension Expense
• Composite Depreciation Method
• Comprehensive Income
• Conceptual Framework
• Contingencies
• Convertible Bonds Accounting
• Corporation Definition
• Correcting Entries
• Cost Allocation
• Cost Flow Methods
• Cost of Debt
• Current Liabilities
• Debt Investment
• Deferred Payment
• Deferred Tax Asset
• Deferred Tax Liability
• Defined Benefit Pension Plan
• Defined Contribution Plan
• Depreciation
• Depreciation Methods
• Diluted Earnings Per Share
• Direct Method Cash Flow
• Discontinued Operations
• Dispositions
• Dollar Value LIFO
• Donated Assets
• Ease of Raising Capital
• Effective Interest Method
• Elements of Cash Flow Statement
• Elements of Financial Statements
• Employee Ownership
• Enhancing Qualitative Characteristics
• Equity Investments
• Equity Issuance
• Equity Method
• Ethics in Accounting
• Exchange Traded Notes
• Executive Compensation
• Extinguishment of Debt
• FIFO Method
• Fair value through net income
• Finance Lease
• Financial Accounting
• Financial Disclosure
• Financial Functions in Excel
• Financial Instruments
• Financial Reporting
• Further Adjustments
• Future Value of an Annuity
• Gain Contingency
• Graded Vesting
• Gross Profit Method
• History of Accounting
• How to Prepare Cash Flow Statement
• Hybrid Organization
• Impairments
• Importance of Cash Flow
• Income Statement Accounts
• Income Tax Accounting
• Income from Continuing Operations
• Indirect Method Cash Flow
• Induced Conversion
• Installment Note
• Intangible Assets
• Interest Capitalization
• Interest Revenue
• Internal Control
• International Financial Reporting Standards
• Intraperiod Tax Allocation
• Inventory Accounting
• Inventory Cost Flow Assumptions
• Inventory Errors
• Inventory Systems
• Inventory Valuation Methods
• LIFO Method
• Lease Disclosure
• Lease Discount Rate
• Lease Expense
• Lease Purchase Option
• Lease Requirements
• Long Term Contract Accounting
• Long Term Notes
• Loss Contingency
• Lower of Cost or Market
• Lower of Cost or Net Realizable Value
• Lump Sum Purchase
• Model Business Corporation Act
• NOL Carryback
• NOL Carryforward
• Net Operating Loss
• Non Cash Acquisition
• Non Current Liabilities
• Notes Payable
• Notes Receivable
• Notes to Financial Statements
• Objectives of Financial Reporting
• Open Account
• Operating Lease
• Overhead Allocation
• Partial Year Depreciation
• Pension Expense
• Pension Obligation
• Pension Plan
• Pension Plan Assets
• Permanent Differences
• Post Retirement Benefit
• Premium Bonds
• Preparation of Financial Statements
• Present Value of Lease Payments
• Present Value of an Annuity
• Prior Period Adjustments
• Profitability Analysis
• Property Dividend
• Prospective Approach
• Qualitative Characteristics of Financial Reports
• Quality of Earnings
• Reacquired Stock
• Receivables Financing
• Remeasurement of Lease Liability
• Research and Development Costs
• Residual Value
• Resource Depletion
• Restricted Cash
• Restricted Stock
• Retail Inventory Method
• Retained Earnings
• Retired Shares
• Retrospective Approach
• Revenue Recognition
• Revenue Recognition Issues
• Role of Auditor
• Self Constructed Assets
• Service Life
• Share Based Compensation
• Share Class
• Shareholder Rights
• Shareholders Equity
• Short Term Lease
• Simple Interest vs Compound Interest
• Software Development Costs
• Solvency Ratio
• Specific Identification Method
• Start Up Costs
• Statement of Cash Flows
• Stock Issuance
• Stock Option Plan
• Straight Line Method
• Structure of Cash Flow Statement
• Tangible vs Intangible Assets
• Tax Accounting
• Tax Rate Changes
• Temporary Differences
• Treasury Bonds
• Treasury Stock
• Types of Assets
• Types of Cash Flow
• Types of Corporations
• Types of Inventory
• Types of Lease
• Valuation Allowance
• Warranty vs Guarantee
• What is included in Inventory
• Basic Financial Terms
• Business Enterprise
• Business Location
• Business Ownership
• Business Planning
• Classification of Businesses
• Evaluating Business Success Based on Objectives
• Measuring Success in Business
• Motivation in Entrepreneurship
• Reasons for Business Failure
• Risks and Rewards of Running a Business
• Arc Elasticity
• Bertrand Oligopoly
• Block Pricing
• Cardinal Vs Ordinal Utility
• Commodity Bundling
• Conglomerate Mergers
• Constraints
• Consumer Equilibrium
• Consumer Expectations
• Consumer Search
• Contribution Analysis
• Cost Complementarity
• Cost Function
• Cournot Oligopoly
• Data-driven Decisions
• Decision Tree Method
• Demand Forecasting
• Demand Function
• Econometric Methods
• Economic Trade Off
• Economics Of Effective Management
• Employee Monitoring
• Equi-marginal Principle
• Finitely Repeated Games
• Fixed And Sunk Costs
• Functions In A Business Firm
• Government Regulations
• Incremental Decision Making
• Individual demand vs Market demand
• Industry Classification
• Infinitely Repeated Games
• Information Economics
• Input Prices
• Isoprofit Curves
• Isoquant Curve
• Lagrangian Multiplier Method
• Least-cost Combination Of Inputs
• Manager Performance
• Marginal Rate Of Technical Substitution
• Marginal Returns
• Market Concentration
• Market Uncertainty
• Measuring productivity
• Nash Bargaining
• Net Present Value Method
• Ordinary Least Square Method
• Own Price Elasticity Of Demand
• Pay-back Period Method
• Point Elasticity
• Pricing Decisions
• Pricing Strategies For Market Leaders
• Properties Of Indifference Curve
• Properties Of Isoquants
• Quantitative Demand Analysis
• Research And Development
• Revealed Preference Theory
• Sequential Bargaining
• Signaling & Screening
• Sources Of Monopoly Power
• Specialized Investments
• Stackelberg Oligopoly
• Strategic Thinking
• Supply Function
• Survey Methods
• Sweezy Oligopoly
• Technology Supply and Demand
• The Five Forces Framework
• The Theory Of Individual Behavior
• The Time Value Of Money
• Total Product, Average Product, And Marginal Product
• Total Utility Vs Marginal Utility
• Types Of Monopolies
• Vertical Integration
• Vertical Vs Horizontal Integration
• What Is Dumping
• Behavioral Theory in Organizational Management
• Charismatic Leaders
• Conflict Management
• Conflict Process
• Contingency Theory
• Decision Making
• Decision Making Model
• Ethical Decision
• Ethical Leadership
• Fiedler Contingency Model
• Impression Management
• Individual Differences
• Leader Member Exchange Theory
• Leadership Challenges
• Leadership Theories
• Negotiation
• Office Politics
• Organizational Leadership
• Organizational Politics
• Positive Leadership
• Social Network Analysis
• Stakeholder
• Trait Theory of Leadership
• Transactional Leaders
• Transformational Leadership
• Types of Conflict
• Business Aims and Objectives
• External Environment
• Forms of Business
• Franchising
• Key Business Terms
• Limited Liability
• Shareholder
• Sole Trader
• Evaluating Total Quality Management
• Importance of Quality
• Improving the Supply Chain
• Measuring Quality
• Operational Data
• Operational Objectives
• Operational Performance Analysis
• Outsourcing
• Productivity and Efficiency
• Quality Management
• Total Quality Management
• Affective Events Theory
• Attitude in the Workplace
• Behavioral Science
• Big Five Personality Traits
• Biographical Characteristics
• Bureaucratic Structure
• Causes of Stress at Work
• Challenges and Opportunities for OB
• Challenges of Management
• Choosing the Right Communication Channel
• Classification of Groups
• Conflict Results
• Contingent Selection
• Creative Behavior
• Cultural Values
• Decision Making Biases
• Direction of Communication
• Discrimination in the Workplace
• Diversity Management
• Diversity in the Workplace
• Effective Management
• Effective Negotiation
• Effective Teamwork
• Effects of Work Stress
• Emotional Intelligence
• Emotional Labor
• Emotional Regulation
• Employee Involvement
• Employee Selection Methods
• Evidence Based Management
• Factors Influencing Perception
• Functions of Emotions
• Functions of Organizational Culture
• GLOBE Framework
• Group Cohesiveness
• Group Decision Making
• Group Development Stages
• Group Norms
• Group Roles
• Group Status
• Group vs Team
• History of Motivation Theory
• Hofstede's Cultural Dimensions
• How to Measure Job Satisfaction
• Impact of Power
• Importance of Leadership in Human Resource Management
• Influences on Organizational Culture
• Initial Selection Process
• Innovative Organizational Culture
• Integrating Theories of Motivation
• Interpersonal Skills
• Job Attitude
• Job Dissatisfaction
• Job Satisfaction Causes
• Job Satisfaction Outcomes
• Leadership Trust
• Maintaining Organizational Culture
• Mechanistic vs Organic Structure
• Models of Organizational Behavior
• Modern Motivational Theory
• Myers-Briggs
• Negotiation Process
• Organizational Behavior Management
• Organizational Constraints
• Organizational Culture Problems
• Organizational Decision Making
• Organizational Structure Management
• Organizational Values
• Paradox Theory
• Perception in Decision Making
• Personal Stress Management
• Personality Models
• Personality and Values
• Personality at Work
• Planned Change in an Organization
• Positive Company Culture
• Power Tactics
• Power in Work
• Responsible Leaders
• Self-Evaluation
• Simple Structure
• Situation Strength Theory
• Social Loafing
• Stereotype Threat
• Stress Management in Organization
• Stress in the Workplace
• Substantive Selection
• Team Challenge
• Team Composition
• Team Player
• Team Process
• The Study of Organizational Behavior
• Third Party Negotiation
• Training Effectiveness
• Trait Activation Theory
• Types of Diversity
• Types of Emotions
• Types of Moods
• Types of Power in the Workplace
• Types of Teams
• Understanding and Developing Organizational Culture
• Unequal Power
• Virtual Organizational Structure
• Work Emotions
• Working as a Team
• Workplace Behavior
• Workplace Spirituality
• Communication Barriers
• Communication Channels
• Communication Process
• Cultural Barriers
• Oral Communication
• Persuasive Strategies
• Types of Communication
• Written Communication
• Assessing Business Performance
• Business Considerations from Globalisation
• Competitive Environment
• Core Competencies
• Corporate Mission and Objectives
• Corporate Social Responsibility
• Economic Change
• Economic Environment
• Financial Ratios
• Interest Rates in the UK
• Investment Appraisal
• Lifestyle and Technological Environment
• Non-Financial Data
• Porters Five Forces
• SWOT Analysis
• Social and Technological Environment
• Areas of Competition
• Bowmans Strategic Clock
• Diversification
• Strategic Positioning

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Business case studies are important as they help us understand how real-life business scenarios are different from classroom teaching. Businesses are dynamic, meaning they are susceptible to external forces. A business case study tells us how a particular business responded to a unique situation. Other businesses can learn from them and be prepared for what can happen, how-to, or how not to respond to a similar situation.

What is a business case study?

A case study is a research tool that is also implemented as a research methodology. It is preferred by many students while writing their bachelor's or master's thesis. A case study gives students a chance to apply theory to a real-life situation, analyse, and draw insights. The business case study can be a fictitious account of a business situation provided by the instructor to check the critical thinking and problem-solving skills of students. We have developed 44 case studies that provide students with detailed problem statements and analyses to understand real-life business scenarios. Students can use these case studies as examples with the corresponding theory to stand out in exams. For example in Figure 1 below, what strategy would a salesman implement to increase his sales? We need to study his business case to find out!

A business case study summarises a real-life business issue faced by a company and explains how it may affect society within a business context.

Business Case Studies Format

In this study set, we have divided case studies into groups as per the business situation. The groups include case studies regarding mergers and takeovers, strategy overviews, SWOT analyses, business leader characteristics, corporate social responsibility, franchise models, Porter's five forces, Change Management and ethical issues.

Business Case Studies: Mergers and takeover case study

In Layman’s terms, When two equal-sized companies join forces to capture more market share, it is called a merger. While if a big company buys out a smaller company, it is called a takeover. Virgin Media O2 Merger happened in June 2021 through a 50:50 joint venture between Liberty Global and Telefónica, the owners of Virgin Media and O2.

Another example of a merger is analysed in the Disney Pixar Merger Case Study . The former CEO of Pixar, Steve Jobs, has said that this merger will allow companies to focus on what they do best. But did you know that Kraft Food Ltd. tried to acquire Cadbury in a hostile takeover? Kraft Cadbury Takeover is a case study that explains how hostile takeovers may occur.

Case studies about strategies of businesses

A strategy is not the same as a plan. Strategy is the first step in business that determines why, considers all known and unknown factors, multiple different paths, and multiple outcomes. Without a strategy, businesses cannot reach their goal and their plans will wander. Businesses create different strategies to reach different goals. We have presented marketing strategies and global and internationalization strategies for some successful companies like Apple, Starbucks, Nike, Ikea, Netflix, and Coca-cola.

You might have observed that Coca-cola has similar branding all over the world. Their marketing strategy is to be a common household name that can be recognized anywhere globally. Starbucks and Mcdonald’s also use the same branding even if their products differ from country to country.

Business Case Studies: SWOT analysis

SWOT Analysis is a tool all businesses use before making decisions. The tool helps put Strengths, Weaknesses, Opportunity, and Threats concisely so that one can easily analyze them before making any decision. Studying cases of companies like Apple, Tesco, and Cadbury gives us more insight into the company than we see. Hershey has acquired the rights to produce Cadbury products in the U.S. in 1988. Cadbury was facing issues expanding its market reach. This is a weakness Cadbury has.

What do you think will be the threats to tech giant Apple? Read the Swot Analysis of Apple case to find out.

Business Case Studies: Business leaders

Who is your role model in business? Whose Leadership style do you admire? Is it Bill Gates, Richard Branson, or Jeff Bezos? Perhaps you wish to know more about Warren Buffet or Reed Hastings of Netflix.

Mary Barra, the first female CEO of General Motors, practices an inclusive and transformational Leadership style. Have you heard about the innovative Leadership style employed by Susan Wojcicki, who is the CEO of Youtube? Or you can read all to know how these business leaders differ in their Leadership styles.

Business Case Studies: Corporate social responsibility (CSR)

Corporations often undertake practices and policies for the betterment of society along with profit maximization. Common examples of CSR include green initiatives, donating to charities, or organizing fundraisers. In our case studies regarding CSR, you can read about Ben and Jerry’s CSR strategies. Ben and Jerry’s has, over the years, supported protestors against income inequality, protested drilling in Arctic regions and has launched several climate action campaigns.

Are you aware of Walt Disney CSR Programs ? Disney's CSR programs include CSR programs for children, investment in youth programs, social influence and workforce programs and supply chain investment programs. Disney not only has children as their main audience but also takes responsibility for helping children in need, showing exemplary CSR practices.

Business Case Studies: Franchise model

The first company that might come to mind when asked about an example of a franchise model could be McDonald’s. McDonald’s model has ensured the ability of the franchise to run sustainably for 10 years.

Another brand that grew using the franchise model is the well-known clothing brand, Zara. Zara took 13 years to make its presence via franchising as they moved forward cautiously. Zara gives the opportunity to franchisees to repurchase their stocks.

Oyo, a unicorn hospitality start-up from India, is growing internationally via a franchise model. Oyo implemented an aggregator model in which it leases some rooms from partner hotels, refurbishes them to match quality standards, and rents them out on their platform. From 2018, Oyo switched to a franchise model in which partner hotels make a contract with Oyo to provide quality service for brand name and posting hotel rooms on Oyo platforms.

Business Case Studies: Porter five forces

Porter's Five Forces is a method for analyzing a company's Competitive Environment . It identifies and analyzes five competitive forces that shape the industry:

Competitive rivalry,

New entrants,

Power of buyers,

Power of suppliers,

Threat of substitutes.

There are many coffee shops that could match Starbucks’ quality of service. Starbucks is always under the threat of new entrants, competition, and substitutes. To survive, Starbucks has to keep innovating new flavours, drinks, and coffee substitutes.

Walmart is another case study that we analyzed for Porter’s five forces. We realized that the strongest force of Porter’s Five Forces for Walmart is the competitive rivalry from other retailers like Costco, Amazon, and eBay.

What is your opinion about these forces on Apple? Is it the customer bargaining power or threat from substitute products that have the most influence? Read Porter’s five forces Apple to learn more!

Business Case Studies: Change management

Change Management is the process of managing responses to changes in the internal and External Environment of a business. Businesses that do not change in time, perish. When Apple launched touchscreen phones, Nokia stuck with QWERTY keypads. When Google launched Android, Nokia stuck with the development of the Symbian operating system. What happened to Nokia and why were they resistant to change? On the other hand, you can also read about Apple's change Management . The decision-making and acceptance to change are what differentiates Apple from Nokia.

Business Case Studies: Organizational structure

Organizational structure decides how flexible the company is towards the process of change. Modern organizations like Google keep innovation at the centre of their strategy. Google has a flat, function-based, and product-based organizational structure.

McDonald’s has separate departments for each country/region. They have a centralized decision-making body and a decentralized structure for each country they operate in. Tesco, one of the big five grocery retailers in the UK, has a decentralised, hierarchical, and product-based structure. These businesses are active in different sectors and their organisational structure depends on it. The other factors that influence organizational structure are company work culture, Management , and business model.

Business ethics case studies

Keeping a check on businesses ethically is not just the government’s job but also consumers'. Unfortunately, there seemed to be several ethical issues with Apple such as poor working conditions, Health and Safety risks, child labour , poor environmental reporting, contributing to e-waste and tax avoidance. Starbucks is not an exception for it either. They have an aggressive marketing strategy, poor employee conditions, and a weak position on fair trade ratings. Companies like Apple, Starbucks can improve their ethical issues but some companies have faced sandals.

Nike's Sweatshop Scandal and the Enron Scandal are two such examples. Nike Sweatshop Scandal began in 1991 when Jeff Ballinger published a report detailing the appalling working conditions of garment workers at Nike's factory in Indonesia. Since then Nike has taken positive steps to reinforce CSR. The Enron Scandal was financial fraud. Enron did not show large debt on its Balance Sheet . But why did it happen? You can read about it in our case study called Enron Scandal!

Business case study examples

In this section, we have mentioned case studies that do not fall into any of the categories mentioned above but still hold importance in business studies. These case studies are unique and one may find that these companies have created new markets via their business model.

Business Case Studies: Ryanair Strategic Position

Ryanair is a cost-friendly budget airline that operates in 40 countries. How can they sell tickets so cheap? Well, they travel to less busy airports, usually far from the city, outside business hours when there is a high rush at airports, and they charge you for almost every small addition. Ryanair operates only one type of aircraft to speed out ground crew processes. Ryanair tries to keep their planes for small times on airfields to save on rent. Budget flyers across Europe prefer Ryanair for its cheap tickets. More insights at Explanation: Ryanair Strategic Position .

Business Case Studies: Unilever outsourcing

You might have heard that many major companies outsource their IT operations. Unilever Outsourcing is different as they have outsourced their HR operations to Accenture. Outsourcing has helped Unilever save fixed costs and share risks.

Business Case Studies: Nivea Market Segmentation

Nivea is a well-known name in Asian countries. Nivea effectively targets the young adult market in the tropical equatorial region. Nivea’s Market Segmentation thus concluded to be geographical and demographic. But how did we reach this conclusion? Read more about our Explanation: Nivea Market Segmentation .

Here are the links to each case study.

Table 1 - Summary of StudySmarter Case Studies

Find out more about how businesses function in the 'real world' by reading our case studies mentioned above!

Business Case Studies - Key takeaways

• A case study is a research tool that is implemented as a research methodology.
• A business case study summarises a real-life business issue faced by a company and how it may affect society within a business context.
• StudySmarter has provided 44 case studies that provide students with detailed problem statements and analyses to understand real-life business scenarios.
• In Layman’s terms, When two equal-sized companies join forces to capture more market share, it is called a merger while if a big company buys out a smaller company, it is called a takeover.
• Strategy is the first step in business that determines why, considers all known and unknown factors, multiple paths, and multiple outcomes.
• SWOT Analysis is a tool all businesses use before taking any decision.
• Corporations undertake practices and policies for the betterment of society, this is known as CSR.
• Porter's Five Forces is a method for analyzing a company's Competitive Environment .
• Change management is the process of managing responses to changes in the internal and External Environment of a business.
• Companies are always in the moral dilemma of doing things the 'right' way or the profitable way!

Final Business Case Studies Quiz

Business case studies quiz - teste dein wissen.

what year was Nike founded?

Show answer

Show question

What was the nike sweatshop scandal about? 

Nike has been criticized for using sweatshops in Asia as a source of labour. The company was accused of engaging in abusive and verbal behaviour toward its workers. 

Does nike sweatshop scandal involve human rights violations? 

Yes. A report by the Washington Post in 2020 stated that Nike doesn't have evidence of a living wage for its workers. The same year, it was revealed that the company uses forced labor in factories. 

What is the main reason Nike is considered unethical? 

Nike has been criticized for using sweatshops in Asia as a source of labor. The company was accused of abusing its employees. In addition, some of the factories reportedly imposed conditions that severely affected their workers' restroom and water usage. 

Was Nike involved in child labour? 

In what year did Nike created the Fair Labour Association, which was created to oversee the company's 600 factories?

In what year did the company started improving the conditions of its factories?

Where was the first Nike store to be open?

First Niketown store to launch open in Portland, Oregon. 

When was Nike first founded?

Life magazine in America did a report on child labour in 1996, which included a shocking photo of a 12-year-old boy sewing a Nike football. What country was he from?

Where and when was Tesco founded?

Tesco was founded in London, the United Kingdom in 1919.

Who is the founder of Tesco?

 Tesco’s founder is Jack Cohen. 

What type of market does Tesco belong in?

Tesco belongs to the grocery and merchandise retailer market. 

Is it true that Tesco only sells its own brand products?

No, as well as selling its own brand products Tesco also supplies and sells other popular grocery item brands.

Why do businesses use SWOT analysis?

 Business uses SWOT analysis to analyse their strategic positioning in terms of strengths and weaknesses. Additionally, it assists companies in decision making with consideration of external factors and the environment, in terms of opportunities and threats.

What are the key elements that are included in SWOT analysis?

There are four key elements that are included in the SWOT analysis. They are strengths, weaknesses, opportunities and threats. 

Regarding SWOT analysis, what elements are used for internal analysis and which ones are used for external analysis?

For internal analysis: Strengths and weaknesses

For external analysis: Opportunities and threats

 What is meant by threats?

Threats are external factors that can potentially be harmful to the organisation. 

What are the key Tesco’s strengths?

The key Tesco’s strengths are:

• Having the largest market share in the UK
• The ability to increase its growth even during events such as the Coronavirus pandemic, 
• High adaptability to the constantly changing environment, 
• Innovation especially in regards to new technology,
• Holding the largest employer’s title in Europe. 

What are the key Tesco’s weaknesses?

The key Tesco’s weaknesses are:

• Failure to adapt to markets outside of Europe, 
• Being involved in scandals regarding food safety and quality.

What are the key Tesco’s opportunities?

The key Tesco’s opportunities include:

• Investing in optimising consumers’ experience of online shopping,
• Increasing youth employment rates, 
• Investing in expanding the range of plant-based products.

What are the main Tesco’s threats?

The main Tesco’s threats include:

• Post-Brexit rules
• Competition
• Government’s regulations
• Price inflation of necessities 

Why SWOT analysis is an important part of Tesco’s strategic analysis and decision-making process?

SWOT analysis is an important part of Tesco’s strategic analysis as it assists in identifying the business’s strategic positioning and making decisions with consideration of external factors and the environment.

What is meant by market analysis?

 Market analyses are used by businesses to get a sophisticated understanding of the market that they are operating in and identify the competition in the market. 

Why is it important for Tesco to conduct market analysis?

 It is important for Tesco to conduct market analysis as it will allow Tesco to fully understand its market and see the company’s positioning among the competitors.

What are the key elements that market analysis is made of?

The market analysis is made upon the following elements:

• Market size
• PESTLE analysis
• Competitors
• Consumer loyalty in the market
• Market segmentation
• Consumer decision making within the market

What is the full name of the IKEA Foundation?

Stichting IKEA Foundation

Who founded the IKEA Foundation?

Ingvar Kamprad

Is the IKEA Foundation independent from the IKEA company?

When was the IKEA Foundation founded?

According to its founder, why was the IKEA Foundation founded?

It was founded to make sure that IKEA continues to be an independent company using some of its profits to help people in need long after he is not there.

According to Ingvar Kamprad, what are the basic needs we all share?

a secure home, good health, a regular income, and a desire to keep our children safe and to see them get a good education and succeed in life

What are the objectives of the IKEA Foundation?

• To help families in poverty across developing countries to fulfil their basic needs such as a secure home, good health, a regular income, and a desire to keep their children safe and to see them get a good education and succeed in life
• To help young people, women and refugees who often struggle to find a job and earn a sustainable income

What are the six programs funded by the IKEA Foundation?

• climate action
• renewable energy
• agricultural livelihoods
• employment and entrepreneurship
• refugee livelihoods
• special initiatives and emergency response

What is the main goal of the IKEA Foundation’s climate action?

to reduce carbon emissions

How does the IKEA Foundation work on supporting agricultural livelihoods?

Partnering with Enviu they support social entrepreneurs in Africa and India in creating local markets by building local supply chains.

What is an initiative launched by the IKEA Foundation to enable underprivileged people to earn income and lift their families out of poverty?

Green Entrepreneurship Initiative

What institution was a research on refugees carried out by?

by the Refugee Studies Centre at the University of Oxford

What did the IKEA Foundation do to help during the COVID-19 pandemic?

It donated €3 million to Médecins Sans Frontières (MSF), an international humanitarian medical non-governmental organisation. The donation is expected to support ongoing life-saving medical activities caused by the spread of COVID-19 in India.

What is IKEA's international strategy?

Its concept is to combine high-quality design and functionality with low prices. Ikea's goal is to keep the prices low enough to allow the customer to buy the product directly. 

Is IKEA a transnational company? 

Does IKEA use standardization or adaptation? 

standardization

What type of global business is IKEA? 

IKEA is a global home furnishing brand that was started in 1943 by Ingvar Kamprad. It started as a mail order catalog business. 

Who is the founder of IKEA?

In what year was IKEA founded?

What does IKEA mainly sell?

 it is mainly focused on selling ready-to-assemble furniture

True or False?

The company started by developing innovative modular designs and sourcing components from eastern Europe.

Ikea strategy allowed it to offer quality furniture at very low prices. 

What is Ikea hybrid strategy?

Ikea hybrid strategy is aimed to achieve competitive advantage by producing at the lowest cost.  It allows the company to charge lower prices and increase the profitability. 

To achieve its goals, IKEA constantly bring costs up and is always looking for the most costly suppliers. 

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6 Brilliant Case Study Examples for Small Businesses

Every business starts small.

The success of a business lies in its strategy to overcome any challenge during its journey.

If you are trying to take your business to new heights, start identifying challenges and create solutions.

The best way is to learn from sundry success stories.

There are several case studies of different businesses that can teach you which strategy to take for selling your product and attracting the target audience.

In this article, we will discuss some of the top case study examples that can assist in upscaling small businesses.

Let’s begin.

Challenges Faced by Small Businesses

As far as businesses go, there are always hurdles that need to be defeated. Starting a business is itself a big achievement for entrepreneurs, but the main challenge is maintaining one.

There are three common challenges businesses need to overcome. These include managing the expenses, hiring people, and following new trends to develop a customer base.

1. Increased Expenses

Every business revolves around money. There are different areas where businesses have to spend their money. But the issue is handling the financial hurdles. With an unplanned budget and financial advice, businesses will be spending more than they need to.

Keeping an eye on expenses is important because the expenses determine the profit the business will make.

However, it is not easy to reduce the expense. It’s affected by demand and supply. If businesses need to keep up with the market’s demands, then the chance of increasing expenses is 100%.

2. More and Skilled Manpower Required

Businesses don’t run themselves. They need manpower with skills to handle different departments. Generally, the number of employees in a small business ranges from 1 to 500 people. Getting this manpower is easy but getting a skilled one is difficult and time-consuming.

Whenever looking for manpower, businesses need to decide what skills they want in their candidate. The problem is candidates can’t always fulfill all the requirements. Besides, hiring manpower also increases the expenses.

3. Keeping Up With the Latest Trends

The market is fluid. It changes and introduces new trends. Small businesses need to keep up with the changing trends to keep their business growing. But this is where many businesses start to fall apart.

The thing about new trends is that businesses need to sell their products at the right time. It means they have to keep on studying the market to speculate their next products. If a small business fails to deliver during the peak of the trend, then it will suffer a heavy loss.

Solutions to Grow a Small Business

The best thing about businesses is that there is an attempt to find a solution for every challenge. It brings out the competition in the market, which is huge for surfacing different kinds of solutions a business can adopt.

1. Reduce the Expenses

When it comes to expenses, businesses are focused on spending huge sums on communication because communication is the key element of increasing customers and revenue. It’s not a big problem for big companies, but it is expensive for small businesses.

Fortunately, the cloud telephony system has removed the dilemma while making business budgets because cloud phone services are cheaper than plain old telephone services.

It reduces the initial cost of new businesses up to 90%. Recent surveys suggest that over 74% of businesses prioritize cloud phone systems as their urgent investment.

The same goes for marketing which is necessary to attract potential customers. Small businesses don’t have enough budget to advertise their products.

The best solution for this is using social media platforms like Instagram, Twitter, Facebook, etc. to promote and sell their products .

Case Study: Coffman Engineers

Coffman Engineers clearly states that although the cost of using a virtual phone number adhered to cloud phone is 50% more per employee, it still provides overall 25% more savings than plain old telephone service (POTS).

Coffman Engineers have been relying on cloud phones ever since their one office location faced a disaster. Now they have a disaster recovery feature built into their cloud phone system. It helped them to be ready for any disasters without losing communication with employees.

Not just that, they found all the necessary features bundled into one subscription package in a VoIP phone system. Such a facility enabled them to handle all their business communication using only one platform.

Key Takeaways

• Small businesses must invest in cloud telephony for business communication.
• Extensive use of social media to promote and sell your products/service.

2. Improve Employee Productivity

As we have already discussed earlier, manpower is a big challenge for small businesses. Hiring more employees doesn’t mean higher productivity. Businesses need to hire the right candidates to keep their expenses in check and improve productivity.

There are different tools available that can monitor what the employees are doing. Time tracking tools and workforce management tools are key components every business needs.

Especially in remote working scenarios, these tools are crucial to getting the full effort for the employees. Companies have seen a 35%-40% rise in productivity in employees working remotely with the use of tracking tools.

Case study: On The Map Marketing

On The Map Marketing , a digital marketing agency, used time tracking tools that showed that remote working employees tend to work more hours since they can work at flexible hours.

On The Map Marketing first started using the time tracking tool when they were opening their office in Riga, Latvia. The CTO of the company wanted the time spent on different tasks on his computer as well as managing the remote working employees.

Using a time tracking tool , they were able to track their productivity with a detailed report of their daily activities during office hours. It helped them calculate salary bonuses. They also found the productivity level of each employee to determine their value for the company.

• Small businesses should use a time tracking tool to make sure employees focus on their office work.
• Small businesses can track the performance of each employee at office locations or remote working locations.

3. Reward Your Customers

A business becomes successful when it can keep its customers happy. In efforts to upscale a small business quickly, the marketplace has seen a decline in the quality of products and services. It is a primary reason for customer dissatisfaction.

About 45% of business professionals rate customer experience as their top priority for growing a business.

Survey says more than 85% of buyers are willing to spend more for a better customer experience. Therefore, small businesses need to focus on improving their quality of products and services, which is a powerful indicator of customer experience.

Case study: Starbucks

Starbucks introduced a Reward Loyalty Program in which customers collect stars to get exciting rewards. This program drives 40% of Starbucks total sales .

By adapting the gamification method, Starbucks added a reward loyalty program to their already established app. This move drastically increased sales and digital traffic. They brought mobile payment, customer loyalty, and content partnership in one powerful app.

Customers started registering for My Reward via their app. They are given stars(points) in exchange for their interaction in the app or purchase made. The higher the number of stars a customer gets, the better rewards they get.

• Small businesses can give different forms of rewards for more customer engagement.
• Improvement in customer service can drive more sales and attract more customers.

4. Build Your Brand

Small businesses should learn to build their brand image . While marketing any product or service, the brand image is a key factor for understanding how people view your business.

A brand image must first include mission, vision, and values. It also requires a brand positioning statement that can set your business apart from the competitors.

It’s important to create a unique brand personality. For this, businesses need to design a good logo because customers are most likely to recognize a business looking at a logo. They will have to identify their target audience to craft a good brand image.

According to a study, around 89% of users stay loyal to a business with a good brand image .

Case study: Apple

Apple logo is a well-recognized design that reflects the brand value. Over the years, the Apple logo has gone through several design changes.

The most important rebranding of the company came when Steve Jobs changed the logo which impacted the overall personality of the company. Now, this logo is the most recognized logo in the world.

Looking at the Apple logo, customers can feel a sense of trust, reliability, and innovation . It is the main reason for the huge sales of all the Apple products across the globe.

• Branding helps a business build strong relationships with prospects and attract them to be loyal customers.
• Small businesses need to create a strong brand image to sell their products efficiently.

5. Prioritize on Partnerships

Partnerships and collaboration can lift the businesses to maximize their cost savings. It allows businesses to strengthen their programs using available resources and tools.

This has a direct effect on improving the efficiency of their operations. It improves the credibility of the business in the marketplace.

Case study: RENAULT & NISSAN

Renault and Nissan have a strong partnership in automobiles. Their partnership made a remarkable achievement of making up 10% of new car sales worldwide .

Renault and Nissan chose to make an alliance rather than a merger because an alliance has many stronger benefits than a merger would give.

With an alliance, they can access more geographical areas where foreign investments are restricted. These companies got better chances to enter each other’s territory where they were already established companies because of the alliance.

Although they faced numerous challenges including fluctuation in price share, they managed to resolve issues and succeed.

• Small businesses can collaborate with other businesses to increase their chances of higher product sales and profit for everyone.
• Partnership with other businesses allows all parties to take benefits from each other’s strong areas.

6. The Right Marketing Strategy

Every business requires to sell its product and services to the market. Without marketing, a business cannot compete in the marketplace. The first thing about marketing is knowing your target audience and competitors.

When small businesses know who they are competing against, it will help them to see how the competitors are executing their business and attracting their customers.

One such way is to grow your website traffic which can bring you more leads and eventually customers. And how do you increase your website traffic? SEO. If done right, Search Engine Optimization can drive huge traffic to your website to reach your marketing goals.

Case study: Zapier

Zapier used an SEO strategy revolving around long-tail keywords for generating organic traffic to their website. They created 25,000 unique landing pages for unique keywords.

Zapier had a structure and layout for each page including well-optimized human written content. They outsourced SEO content and focused on a playbook for the onboarding process and launched new apps so that they can get partners to write content for them.

On top of that, they also outsourced link building to their partners. These partners wrote valuable guest post content of Zapier on their site and gave a backlink to Zapier. It helped Zapier to get new users as well as drive their website traffic.

• Small Businesses should improve their website traffic by adding more landing pages with relevant content.
• Backlinks through guest posts on other websites can drive more website traffic and attract more prospects.

Now that you have a fair idea of the business challenges and solutions, there is a good chance of delivering a good strategy for growing your small business.

On top of that, the case study examples above will help you view how other businesses overcome their situation to take their business to new heights.

The most important aspect of upscaling a small business is understanding the customer’s needs. Therefore, you should design a persuasive marketing strategy to attract customers and compete with other businesses in the market.

And a good marketing strategy for any business must include social media. And to make the most of your social media marketing efforts try SocialPilot for free today.

Frequently Asked Questions

🌟 How do you upscale a small business?

Upscaling a small business is a very challenging process. Whether it's making a budget or hiring employees, you have to focus on things that are best for your business. Planning, targeting prospects, marketing strategy, etc. are crucial steps for upscaling businesses and competing with big companies.

🌟 What is a small scale business?

Small scale businesses or Small scale industries (SSI) provide products and services on a small level. Normally in the US, a small business consists of less than 250 employees. Also, it has small capital investments and less office space.

🌟 Why do entrepreneurs find it difficult to scale up?

New entrepreneurs find difficulty in scaling up their businesses because they don’t know what to do. Even if they know, they have to face many challenges like market research, finding loans, allocating space, etc. Also, legal matters are always a major concern for making changes.

🌟 Why is scalability important in business?

Scalability is important because it directly impacts business competition, profitability, brand image, and product quality. Since small businesses have huge growth potential and high return on investment (ROI), they have to properly focus on scalability.

🌟 When should you scale a business?

A small business should look for upscaling its business if it has achieved a minimum annual growth of 20% over 2-3 years with only 10 or more active employees.

About the Author

Sujan Thapaliya

Sujan Thapaliya is the CEO and Co-founder of KrispCall . He has a wealth of computer, communications, and security experience. Through KrispCall, he aspires to make business communication safer, reliable, and more affordable.

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What is a business case study?

Explanation, tips, and advice on writing a response to a business case study when applying to Geneva Business School

When you apply to Geneva Business School to undertake a bachelor’s, master’s, or MBA program, you will be asked to write a 500-word written response to a business case study .

Business case studies explained

A business case study summarizes a real-life business issue faced by a company and looks at how it may affect society within a business context. A case study is a research tool and can form part of the research methods you will use in your final projects in our programs.

Here are examples of the cases you are required to write about for the application process:

• Bachelor’s program
• Master’s or MBA

Answering a business case study is an opportunity to improve your writing skills by applying theory to a real situation , analyzing the scenario, and drawing insights from your observations. This might be the first time you write a case study, so here are some pointers from our Academic Team to help guide you. Happy writing and good luck with your application!

How to respond to a business case study

1. Read the article and/or watch the video provided in the document.

Sometimes you will remember more information if you repeat watching or reading them a few times, or pause to write notes and then rewatch sections to understand them better.

2. Make notes as you go.

Write down important points, dates, names, roles, important events, and details in the case.

3. Look for things that stand out to you.

If something seems unusual, good, or bad it most likely will hold some importance in the reflection you will write. Reading and watching the materials provided multiple times will make it easier to spot these irregularities.

4. Organize your points to form a summary of your opinion.

A good technique is to arrange your thoughts by answering the following: who, what, where, when, and how to get the main details out as a list, and go from there.

5. Analyze the situation presented.

Ask yourself what really happened in the case.

• What business is the case based on? Is it a product or a service?
• What set of conditions caused the situation?
• What happened?
• Who was involved and what decisions were made?
• What was the outcome? Evaluate it.
• What impact did the case have on the wider community?

6. Look at the questions.

See which parts of your notes can answer each one and use these as a starting point as you flesh out your paragraphs. Start your response with a thesis statement and summarise what you intend to cover in your response. Write a topic sentence for each paragraph.

7. Look at the word count.

If the case study requires 500 words, keep that in mind as you split it up between your answers. Write a response that answers the questions without any extra information. Be economical with words.

Advice for answering a business case study

1. don’t just repeat the information given..

Repeating the business case study question will show that you did not think independently about your answer. Dedicate some time to think about the case study and ask yourself what you think about it.

2. Do not copy information from the internet.

Plagiarism is unacceptable, and who wants to make a bad first impression?

3. There is more than one correct answer.

Don’t write what you think you are expected to write – everyone’s response will be different and that’s how it should be. Use your critical thinking skills and personal reaction to the case study to shape an answer that reflects your own thoughts and opinions.

Watch how to write a business case study

Have any questions for us don't hesitate to get in touch..

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7 Favorite Business Case Studies to Teach—and Why

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FEATURED CASE STUDIES

The Army Crew Team . Emily Michelle David of CEIBS

ATH Technologies . Devin Shanthikumar of Paul Merage School of Business

Fabritek 1992 . Rob Austin of Ivey Business School

Lincoln Electric Co . Karin Schnarr of Wilfrid Laurier University

Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth . Gary Pisano of Harvard Business School

The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron . Francesca Gino of Harvard Business School

Warren E. Buffett, 2015 . Robert F. Bruner of Darden School of Business

To dig into what makes a compelling case study, we asked seven experienced educators who teach with—and many who write—business case studies: “What is your favorite case to teach and why?”

The resulting list of case study favorites ranges in topics from operations management and organizational structure to rebel leaders and whodunnit dramas.

1. The Army Crew Team

Emily Michelle David, Assistant Professor of Management, China Europe International Business School (CEIBS)

“I love teaching  The Army Crew Team  case because it beautifully demonstrates how a team can be so much less than the sum of its parts.

I deliver the case to executives in a nearby state-of-the-art rowing facility that features rowing machines, professional coaches, and shiny red eight-person shells.

After going through the case, they hear testimonies from former members of Chinese national crew teams before carrying their own boat to the river for a test race.

The rich learning environment helps to vividly underscore one of the case’s core messages: competition can be a double-edged sword if not properly managed.

Executives in Emily Michelle David’s organizational behavior class participate in rowing activities at a nearby facility as part of her case delivery.

Despite working for an elite headhunting firm, the executives in my most recent class were surprised to realize how much they’ve allowed their own team-building responsibilities to lapse. In the MBA pre-course, this case often leads to a rich discussion about common traps that newcomers fall into (for example, trying to do too much, too soon), which helps to poise them to both stand out in the MBA as well as prepare them for the lateral team building they will soon engage in.

Finally, I love that the post-script always gets a good laugh and serves as an early lesson that organizational behavior courses will seldom give you foolproof solutions for specific problems but will, instead, arm you with the ability to think through issues more critically.”

2. ATH Technologies

Devin Shanthikumar, Associate Professor of Accounting, Paul Merage School of Business

“As a professor at UC Irvine’s Paul Merage School of Business, and before that at Harvard Business School, I have probably taught over 100 cases. I would like to say that my favorite case is my own,   Compass Box Whisky Company . But as fun as that case is, one case beats it:  ATH Technologies  by Robert Simons and Jennifer Packard.

ATH presents a young entrepreneurial company that is bought by a much larger company. As part of the merger, ATH gets an ‘earn-out’ deal—common among high-tech industries. The company, and the class, must decide what to do to achieve the stretch earn-out goals.

ATH captures a scenario we all want to be in at some point in our careers—being part of a young, exciting, growing organization. And a scenario we all will likely face—having stretch goals that seem almost unreachable.

It forces us, as a class, to really struggle with what to do at each stage.

After we read and discuss the A case, we find out what happens next, and discuss the B case, then the C, then D, and even E. At every stage, we can:

see how our decisions play out,

figure out how to build on our successes, and

address our failures.

The case is exciting, the class discussion is dynamic and energetic, and in the end, we all go home with a memorable ‘ah-ha!’ moment.

I have taught many great cases over my career, but none are quite as fun, memorable, and effective as ATH .”

3. Fabritek 1992

Rob Austin, Professor of Information Systems, Ivey Business School

“This might seem like an odd choice, but my favorite case to teach is an old operations case called  Fabritek 1992 .

The latest version of Fabritek 1992 is dated 2009, but it is my understanding that this is a rewrite of a case that is older (probably much older). There is a Fabritek 1969 in the HBP catalog—same basic case, older dates, and numbers. That 1969 version lists no authors, so I suspect the case goes even further back; the 1969 version is, I’m guessing, a rewrite of an even older version.

There are many things I appreciate about the case. Here are a few:

It operates as a learning opportunity at many levels. At first it looks like a not-very-glamorous production job scheduling case. By the end of the case discussion, though, we’re into (operations) strategy and more. It starts out technical, then explodes into much broader relevance. As I tell participants when I’m teaching HBP's Teaching with Cases seminars —where I often use Fabritek as an example—when people first encounter this case, they almost always underestimate it.

It has great characters—especially Arthur Moreno, who looks like a troublemaker, but who, discussion reveals, might just be the smartest guy in the factory. Alums of the Harvard MBA program have told me that they remember Arthur Moreno many years later.

Almost every word in the case is important. It’s only four and a half pages of text and three pages of exhibits. This economy of words and sparsity of style have always seemed like poetry to me. I should note that this super concise, every-word-matters approach is not the ideal we usually aspire to when we write cases. Often, we include extra or superfluous information because part of our teaching objective is to provide practice in separating what matters from what doesn’t in a case. Fabritek takes a different approach, though, which fits it well.

It has a dramatic structure. It unfolds like a detective story, a sort of whodunnit. Something is wrong. There is a quality problem, and we’re not sure who or what is responsible. One person, Arthur Moreno, looks very guilty (probably too obviously guilty), but as we dig into the situation, there are many more possibilities. We spend in-class time analyzing the data (there’s a bit of math, so it covers that base, too) to determine which hypotheses are best supported by the data. And, realistically, the data doesn’t support any of the hypotheses perfectly, just some of them more than others. Also, there’s a plot twist at the end (I won’t reveal it, but here’s a hint: Arthur Moreno isn’t nearly the biggest problem in the final analysis). I have had students tell me the surprising realization at the end of the discussion gives them ‘goosebumps.’

Finally, through the unexpected plot twist, it imparts what I call a ‘wisdom lesson’ to young managers: not to be too sure of themselves and to regard the experiences of others, especially experts out on the factory floor, with great seriousness.”

4. Lincoln Electric Co.

Karin Schnarr, Assistant Professor of Policy, Wilfrid Laurier University

“As a strategy professor, my favorite case to teach is the classic 1975 Harvard case  Lincoln Electric Co.  by Norman Berg.

I use it to demonstrate to students the theory linkage between strategy and organizational structure, management processes, and leadership behavior.

This case may be an odd choice for a favorite. It occurs decades before my students were born. It is pages longer than we are told students are now willing to read. It is about manufacturing arc welding equipment in Cleveland, Ohio—a hard sell for a Canadian business classroom.

Yet, I have never come across a case that so perfectly illustrates what I want students to learn about how a company can be designed from an organizational perspective to successfully implement its strategy.

And in a time where so much focus continues to be on how to maximize shareholder value, it is refreshing to be able to discuss a publicly-traded company that is successfully pursuing a strategy that provides a fair value to shareholders while distributing value to employees through a large bonus pool, as well as value to customers by continually lowering prices.

However, to make the case resonate with today’s students, I work to make it relevant to the contemporary business environment. I link the case to multimedia clips about Lincoln Electric’s current manufacturing practices, processes, and leadership practices. My students can then see that a model that has been in place for generations is still viable and highly successful, even in our very different competitive situation.”

5. Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth

Gary Pisano, Professor of Business Administration, Harvard Business School

“My favorite case to teach these days is  Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth .

I love teaching this case for three reasons:

1. It demonstrates how a company in a super-tough, highly competitive business can do very well by focusing on creating unique operating capabilities. In theory, Pal’s should have no chance against behemoths like McDonalds or Wendy’s—but it thrives because it has built a unique operating system. It’s a great example of a strategic approach to operations in action.

2. The case shows how a strategic approach to human resource and talent development at all levels really matters. This company competes in an industry not known for engaging its front-line workers. The case shows how engaging these workers can really pay off.

3. Finally, Pal’s is really unusual in its approach to growth. Most companies set growth goals (usually arbitrary ones) and then try to figure out how to ‘backfill’ the human resource and talent management gaps. They trust you can always find someone to do the job. Pal’s tackles the growth problem completely the other way around. They rigorously select and train their future managers. Only when they have a manager ready to take on their own store do they open a new one. They pace their growth off their capacity to develop talent. I find this really fascinating and so do the students I teach this case to.”

6. The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron

Francesca Gino, Professor of Business Administration, Harvard Business School

“My favorite case to teach is  The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron .

The case surprises students because it is about a leader, known in the unit by the nickname Chaos , who inspired his squadron to be innovative and to change in a culture that is all about not rocking the boat, and where there is a deep sense that rules should simply be followed.

For years, I studied ‘rebels,’ people who do not accept the status quo; rather, they approach work with curiosity and produce positive change in their organizations. Chaos is a rebel leader who got the level of cultural change right. Many of the leaders I’ve met over the years complain about the ‘corporate culture,’ or at least point to clear weaknesses of it; but then they throw their hands up in the air and forget about changing what they can.

Chaos is different—he didn’t go after the ‘Air Force’ culture. That would be like boiling the ocean.

Instead, he focused on his unit of control and command: The 99th squadron. He focused on enabling that group to do what it needed to do within the confines of the bigger Air Force culture. In the process, he inspired everyone on his team to be the best they can be at work.

The case leaves the classroom buzzing and inspired to take action.”

7. Warren E. Buffett, 2015

Robert F. Bruner, Professor of Business Administration, Darden School of Business

“I love teaching   Warren E. Buffett, 2015  because it energizes, exercises, and surprises students.

Buffett looms large in the business firmament and therefore attracts anyone who is eager to learn his secrets for successful investing. This generates the kind of energy that helps to break the ice among students and instructors early in a course and to lay the groundwork for good case discussion practices.

Studying Buffett’s approach to investing helps to introduce and exercise important themes that will resonate throughout a course. The case challenges students to define for themselves what it means to create value. The case discussion can easily be tailored for novices or for more advanced students.

Either way, this is not hero worship: The case affords a critical examination of the financial performance of Buffett’s firm, Berkshire Hathaway, and reveals both triumphs and stumbles. Most importantly, students can critique the purported benefits of Buffett’s conglomeration strategy and the sustainability of his investment record as the size of the firm grows very large.

By the end of the class session, students seem surprised with what they have discovered. They buzz over the paradoxes in Buffett’s philosophy and performance record. And they come away with sober respect for Buffett’s acumen and for the challenges of creating value for investors.

Surely, such sobriety is a meta-message for any mastery of finance.”

More Educator Favorites

Emily Michelle David is an assistant professor of management at China Europe International Business School (CEIBS). Her current research focuses on discovering how to make workplaces more welcoming for people of all backgrounds and personality profiles to maximize performance and avoid employee burnout. David’s work has been published in a number of scholarly journals, and she has worked as an in-house researcher at both NASA and the M.D. Anderson Cancer Center.

Devin Shanthikumar  is an associate professor and the accounting area coordinator at UCI Paul Merage School of Business. She teaches undergraduate, MBA, and executive-level courses in managerial accounting. Shanthikumar previously served on the faculty at Harvard Business School, where she taught both financial accounting and managerial accounting for MBAs, and wrote cases that are used in accounting courses across the country.

Robert D. Austin is a professor of information systems at Ivey Business School and an affiliated faculty member at Harvard Medical School. He has published widely, authoring nine books, more than 50 cases and notes, three Harvard online products, and two popular massive open online courses (MOOCs) running on the Coursera platform.

Karin Schnarr is an assistant professor of policy and the director of the Bachelor of Business Administration (BBA) program at the Lazaridis School of Business & Economics at Wilfrid Laurier University in Waterloo, Ontario, Canada where she teaches strategic management at the undergraduate, graduate, and executive levels. Schnarr has published several award-winning and best-selling cases and regularly presents at international conferences on case writing and scholarship.

Gary P. Pisano is the Harry E. Figgie, Jr. Professor of Business Administration and senior associate dean of faculty development at Harvard Business School, where he has been on the faculty since 1988. Pisano is an expert in the fields of technology and operations strategy, the management of innovation, and competitive strategy. His research and consulting experience span a range of industries including aerospace, biotechnology, pharmaceuticals, specialty chemicals, health care, nutrition, computers, software, telecommunications, and semiconductors.

Francesca Gino studies how people can have more productive, creative, and fulfilling lives. She is a professor at Harvard Business School and the author, most recently, of  Rebel Talent: Why It Pays to Break the Rules at Work and in Life . Gino regularly gives keynote speeches, delivers corporate training programs, and serves in advisory roles for firms and not-for-profit organizations across the globe.

Robert F. Bruner is a university professor at the University of Virginia, distinguished professor of business administration, and dean emeritus of the Darden School of Business. He has also held visiting appointments at Harvard and Columbia universities in the United States, at INSEAD in France, and at IESE in Spain. He is the author, co-author, or editor of more than 20 books on finance, management, and teaching. Currently, he teaches and writes in finance and management.

Related Articles

Top 40 Most Popular Case Studies of 2017

We generated a list of the 40 most popular Yale School of Management case studies in 2017 by combining data from our publishers, Google analytics, and other measures of interest and adoption. In compiling the list, we gave additional weight to usage outside Yale

We generated a list of the 40 most popular Yale School of Management case studies in 2017 by combining data from our publishers, Google analytics, and other measures of interest and adoption. In compiling the list, we gave additional weight to usage outside Yale.

Case topics represented on the list vary widely, but a number are drawn from the case team’s focus on healthcare, asset management, and sustainability. The cases also draw on Yale’s continued emphasis on corporate governance, ethics, and the role of business in state and society. Of note, nearly half of the most popular cases feature a woman as either the main protagonist or, in the case of raw cases where multiple characters take the place of a single protagonist, a major leader within the focal organization. While nearly a fourth of the cases were written in the past year, some of the most popular, including Cadbury and Design at Mayo, date from the early years of our program over a decade ago. Nearly two-thirds of the most popular cases were “raw” cases - Yale’s novel, web-based template which allows for a combination of text, documents, spreadsheets, and videos in a single case website.

Read on to learn more about the top 10 most popular cases followed by a complete list of the top 40 cases of 2017.  A selection of the top 40 cases are available for purchase through our online store . 

#1 - Coffee 2016

Faculty Supervision: Todd Cort

Coffee 2016 asks students to consider the coffee supply chain and generate ideas for what can be done to equalize returns across various stakeholders. The case draws a parallel between coffee and wine. Both beverages encourage connoisseurship, but only wine growers reap a premium for their efforts to ensure quality.  The case describes the history of coffee production across the world, the rise of the “third wave” of coffee consumption in the developed world, the efforts of the Illy Company to help coffee growers, and the differences between “fair” trade and direct trade. Faculty have found the case provides a wide canvas to discuss supply chain issues, examine marketing practices, and encourage creative solutions to business problems. 

#2 - AXA: Creating New Corporate Responsibility Metrics

Faculty Supervision: Todd Cort and David Bach

The case describes AXA’s corporate responsibility (CR) function. The company, a global leader in insurance and asset management, had distinguished itself in CR since formally establishing a CR unit in 2008. As the case opens, AXA’s CR unit is being moved from the marketing function to the strategy group occasioning a thorough review as to how CR should fit into AXA’s operations and strategy. Students are asked to identify CR issues of particular concern to the company, examine how addressing these issues would add value to the company, and then create metrics that would capture a business unit’s success or failure in addressing the concerns.

#3 - IBM Corporate Service Corps

Faculty Supervision: David Bach in cooperation with University of Ghana Business School and EGADE

The case considers IBM’s Corporate Service Corps (CSC), a program that had become the largest pro bono consulting program in the world. The case describes the program’s triple-benefit: leadership training to the brightest young IBMers, brand recognition for IBM in emerging markets, and community improvement in the areas served by IBM’s host organizations. As the program entered its second decade in 2016, students are asked to consider how the program can be improved. The case allows faculty to lead a discussion about training, marketing in emerging economies, and various ways of providing social benefit. The case highlights the synergies as well as trade-offs between pursuing these triple benefits.

#4 - Cadbury: An Ethical Company Struggles to Insure the Integrity of Its Supply Chain

Faculty Supervision: Ira Millstein

The case describes revelations that the production of cocoa in the Côte d’Ivoire involved child slave labor. These stories hit Cadbury especially hard. Cadbury's culture had been deeply rooted in the religious traditions of the company's founders, and the organization had paid close attention to the welfare of its workers and its sourcing practices. The US Congress was considering legislation that would allow chocolate grown on certified plantations to be labeled “slave labor free,” painting the rest of the industry in a bad light. Chocolate producers had asked for time to rectify the situation, but the extension they negotiated was running out. Students are asked whether Cadbury should join with the industry to lobby for more time?  What else could Cadbury do to ensure its supply chain was ethically managed?

#5 - 360 State Real Options

Faculty Supervision: Matthew Spiegel

In 2010 developer Bruce Becker (SOM ‘85) completed 360 State Street, a major new construction project in downtown New Haven. Just west of the apartment building, a 6,000-square-foot pocket of land from the original parcel remained undeveloped. Becker had a number of alternatives to consider in regards to the site. He also had no obligation to build. He could bide his time. But Becker worried about losing out on rents should he wait too long. Students are asked under what set of circumstances and at what time would it be most advantageous to proceed?

#6 - Design at Mayo

Faculty Supervision: Rodrigo Canales and William Drentell

The case describes how the Mayo Clinic, one of the most prominent hospitals in the world, engaged designers and built a research institute, the Center for Innovation (CFI), to study the processes of healthcare provision. The case documents the many incremental innovations the designers were able to implement and the way designers learned to interact with physicians and vice-versa.

In 2010 there were questions about how the CFI would achieve its stated aspiration of “transformational change” in the healthcare field. Students are asked what would a major change in health care delivery look like? How should the CFI's impact be measured? Were the center's structure and processes appropriate for transformational change? Faculty have found this a great case to discuss institutional obstacles to innovation, the importance of culture in organizational change efforts, and the differences in types of innovation.

This case is freely available to the public.

#7 - Ant Financial

Faculty Supervision: K. Sudhir in cooperation with Renmin University of China School of Business

In 2015, Ant Financial’s MYbank (an offshoot of Jack Ma’s Alibaba company) was looking to extend services to rural areas in China by providing small loans to farmers. Microloans have always been costly for financial institutions to offer to the unbanked (though important in development) but MYbank believed that fintech innovations such as using the internet to communicate with loan applicants and judge their credit worthiness would make the program sustainable. Students are asked whether MYbank could operate the program at scale? Would its big data and technical analysis provide an accurate measure of credit risk for loans to small customers? Could MYbank rely on its new credit-scoring system to reduce operating costs to make the program sustainable?

#8 - Business Leadership in South Africa’s 1994 Reforms

Faculty Supervision: Ian Shapiro

This case examines the role of business in South Africa's historic transition away from apartheid to popular sovereignty. The case provides a previously untold oral history of this key moment in world history, presenting extensive video interviews with business leaders who spearheaded behind-the-scenes negotiations between the African National Congress and the government. Faculty teaching the case have used the material to push students to consider business’s role in a divided society and ask: What factors led business leaders to act to push the country's future away from isolation toward a "high road" of participating in an increasingly globalized economy? What techniques and narratives did they use to keep the two sides talking and resolve the political impasse? And, if business leadership played an important role in the events in South Africa, could they take a similar role elsewhere?

#9 - Shake Shack IPO

Faculty Supervision: Jake Thomas and Geert Rouwenhorst

From an art project in a New York City park, Shake Shack developed a devoted fan base that greeted new Shake Shack locations with cheers and long lines. When Shake Shack went public on January 30, 2015, investors displayed a similar enthusiasm. Opening day investors bid up the $21 per share offering price by 118% to reach $45.90 at closing bell. By the end of May, investors were paying $92.86 per share. Students are asked if this price represented a realistic valuation of the enterprise and if not, what was Shake Shack truly worth? The case provides extensive information on Shake Shack’s marketing, competitors, operations and financials, allowing instructors to weave a wide variety of factors into a valuation of the company.

#10 - Searching for a Search Fund Structure

Faculty Supervision: AJ Wasserstein

This case considers how young entrepreneurs structure search funds to find businesses to take over. The case describes an MBA student who meets with a number of successful search fund entrepreneurs who have taken alternative routes to raising funds. The case considers the issues of partnering, soliciting funds vs. self-funding a search, and joining an incubator. The case provides a platform from which to discuss the pros and cons of various search fund structures.

40 Most Popular Case Studies of 2017

Click on the case title to learn more about the dilemma. A selection of our most popular cases are available for purchase via our online store .

Business Case Studies: What are Business Case Studies?

• Sources for Free Case Studies

What are Business Case Studies?

• Case Studies in Databases
• Library Books & E-Books

Case studies present a business or management scenario with a narrative of the pertinent facts but, often, leave the central question(s) unanswered. There is a lot of variation in the definition of a case study.

Commercial, educational case studies, like the well-known Harvard Business School Cases, provide structured cases and often  also provide teaching notes and other resources to facilitate learning.

Case studies found in business texts and tradtional books, journals and magazines, and even freely available on the Web, may not provide the same structured learning goals as commercial cases. However, they may be valuable for engaging student discussion and problem solving.

Click on the tabs above to explore library books and article databases, and websites for finding and using business case studies.   

Videos: Analyzing Case Studies

Case study videos from harvard business school .

Business and Entrepreneurship Podcasts

Black Entrepreneur Blueprint  

Join Black Entrepreneur Blueprint as we welcome some of the most exciting and renowned Black Entrepreneurs to our weekly interview podcast.

Deloitte Resilient Podcast Series  

Resilient podcast series Welcome to Resilient, an award-winning podcast series. The voice of leaders. Their stories of risk, crisis, and disruption. How will you embrace complexity to lead, navigate, and disrupt to accelerate performance? Listen to learn how others have.

Harvard Business School (HBS) Podcasts  

Includes HBS podcasts such as Cold Call, Dear HBR, and Women at Work.

IndieHackers Podcast  

Raw conversations with the founders behind profitable online businesses. Hosted by Courtland Allen.

Mixergy Podcast with Andrew Warner  

Each episode features an interview with a different successful entrepreneur; they currently have interviews with more than 1129 big-name founders. This podcast focuses a lot on not only starting a business, but finding a purpose and a vision..

This guide was based on a LibGuide created by Webster University Library .

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Business Case Studies

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Free Case Studies

• Buying Cases
• Writing Case Studies
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• Case Method (Teaching)

Many academic and business institutions develop and publish case studies. Some of these organizations provide free access to their case studies:

• Acadia Institute of Case Studies Focuses on entrepreneurship and small business operations.
• Business Case Studies by Company
• Business Ethics Case Analyses
• Canadian Centre for Occupational Health & Safety: Workplace Health Case Studies
• Case Centre Available for a fee.
• Daniels Fund Ethics Initiative Case Studies
• Give to Get Marketing. Marketing and Advertising Case Studies
• HR Open Source Case Studies
• MarketingSherpa Choose "Case Studies" as the content type in the filters.
• MaRS Search for "case study" in the top right search box.
• MERLOT Business Cases
• MIT LearningEdge Case Studies Free case studies by MIT Sloan School of Management.
• Penske. Logistics Case Studies
• Society of Human Resources Management.
• Open Case Studies Project by UBC The Open Case Studies project at UBC brings together faculty and students from different disciplines to write, edit, and learn with case studies that are free and open.
• World's Best Case Studies Short video case studies covering topics including consumer goods, services, and technology.
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