Core values case study: how we built an award-winning team

By Nick Butler

Tags : Other

The Boost Team picnic to celebrate our Team Gold win and the core values this reflected.

Find out how clarifying, cementing and celebrating our core values has allowed Boost to build an award-winning team that has continued to thrive even under COVID-19 lockdown.

Core values in context

The core values initiative that this case study looks at is part of a wider drive to create a team unified behind a common purpose and priorities.

We’re following the work of people like Patrick Lencioni and Jim Collins, who have analysed what makes organisations successful in books such as Lencioni’s The Advantage and Built to Last by Jim Collins and Jerry I. Porras. (For a quick introduction to their ideas, you can check out articles like Make Your Values Mean Something by Patrick Lencioni and Building Companies to Last by Jim Collins.)

Clarity of vision

Both Lencioni and Collins stress the importance of having a clear vision of what matters to your organisation.

Everyone needs to know where you are going and how you’ll get there.

With everyone pushing in the same direction, you reinforce your progress as you go, building ever greater momentum.

In Patrick Lencioni’s Advantage model , you get this clarity by answering six questions:

  • Why do we exist?
  • How do we behave?
  • What do we do?
  • How will we succeed?
  • What is most important, right now?
  • Who must do what?

For Jim Collins, values sit within a Vision framework :

  • Core purpose
  • Core values
  • A big, hairy, audacious goal (BHAG)
  • Vivid descriptions that bring the envisioned future to life

Purpose and goals: Where we are going

At Boost, our purpose is:

Supporting others to create positive and lasting impacts

Our goals are set out in our roadmap for the future: Boost 2026 . This gives us targets that will maximise our ability to achieve our purpose.

Core values: How we’ll get there

Our purpose and goals point us all in the same direction and our core values ensure we get there in lockstep.

Jim Collins and Jerry Porras describe core values as the essential and enduring tenets of an organisation. “A small set of timeless guiding principles, core values require no external justification; they have intrinsic value and importance within the organization.”

For Patrick Lencioni values are the behavioural traits that are inherent in an organisation. “Core values lie at the heart of the organization’s identity, do not change over time, and must already exist.”

So, your core values describe what you are, not what you want to be, or what you think will work.

Boost’s core values initiative

Here’s how we created clarity around our core values, then reinforced them so they are embedded in the way we work.

Boost already had a set of values:

  • Speed without compromise
  • Be transparent
  • Always collaborate
  • Make it safe
  • Making New Zealand a better place

But when we reviewed these, we felt they were not the best description of the values that the team demonstrated in their day-to-day work.

Creating clarity

The first step in clarifying our core values was to go back to the behaviours that demonstrate the values. What were the positive ways the team behaved with each other and with clients? And what past behaviours had created frictions that showed they ran counter to our shared values?

Our leadership team used the trusty affinity mapping process to move from behaviours to values. Working silently, they wrote down each behaviour they’d seen on a post-it. Once everyone had finished noting behaviours, they stuck the post-its on a whiteboard, reading them out and clarifying as required. Next, they grouped like with like. Once the groupings were clear, they were given a label that summed up the core value the behaviours represented.

The next step was to craft descriptions of the core values based on the behaviours. These descriptions needed to be authentic, relatable and concrete.

Ensuring authenticity

We then shared the draft values with the wider team for feedback.

This started with a whole-team meeting. Our CEO explained what core values are and what they aren’t, why Boost wants to be clear about them, and why we were revisiting them. We then discussed the values the leadership team had come up with.

These were then posted prominently on the wall with a space for feedback, suggestions and questions.

Once the whole team had had a chance to have input into the values, we shared the final versions, adding them to the handbook that all Boosters receive.

Boost’s core values

Responsibility | Haepapatanga : We have a responsibility to have an economically successful organisation to ensure stability and opportunities for team members, stakeholders and clients. We take responsibility for our customers’ outcomes. We are in charge of our own learning and sharing knowledge with the wider team.

Servant leadership | Rangatiratanga manukura :  We are all leaders and at Boost, all leaders serve. We are focussed on what we can do for others and developing our teams. We balance the needs of the individual with those of the organisation. We listen. We coach, we are humble and trusting. We value service not status.

Courage | Te hopo whitia : We have thoughtful opinions but hold them lightly. We are at our best when we embrace constructive conflict and commit to being authentic and vulnerable. Feedback is a gift to give and receive, we lean into difficult conversations. Be brave and give it a go.

Manaakitanga : We make everyone feel welcome. We create an environment where everyone can be successful; we nurture relationships, raise others up and work to create and maintain safe spaces.

You can read the translator’s commentary on how he came up with the reo versions of our values in our post on Using te reo in the workplace .

Reinforcing our core values

Now we’d identified our shared values, we needed to reinforce them to harness the strength that comes from common principles and priorities. According to Patrick Lencioni values aren’t just something you communicate, they’re something you over-communicate.

The Values Awards

Every month, the team gets together for a Values Awards ceremony.

At the ceremony, four people are presented with a medallion, one for each of our values. As each award is presented, we explain the specific way each winner has demonstrated the value. Winners also get a certificate explaining why they’ve won the award and a value sticker for their laptop cover, so they can collect all four.

The Awards embed the values in the rhythm of our work. They further clarify the values by showing what they look like in practice. Being reminded of the ways our colleagues embody our common values brings the team together and reinforces the values. Because the previous winners choose the next recipients, they consider and discuss what the values mean to them, which makes the values more relevant and real.

Reinforcing through recruitment

We use our recruitment process to reinforce our core values in two main ways.

  • We only recruit people aligned with our purpose and values.

Our interviews include questions designed to identify what’s important to applicants, what it is they value in their work and their working relationships.

  • The way we recruit demonstrates our values.

For example, the wider team demonstrates Responsibility by interviewing applicants and running technical challenges, and Manaakitanga by looking after applicants when they spend a meet-the-team day at Boost and by buddying-up with new Boosters during onboarding.

Reinforcing empowerment

For nine years now, Boost has been Worldblu-certified as a freedom-centred workplace. The values of Responsibility, Servant leadership, Courage and Manaakitanga both flow from and reinforce our culture of empowerment.

Our Boost 2026 goals embed these values and this culture. Along with growing the company to increase our impact, we will:

  • have co-CEOs, male and female, elected by the team
  • be 100% employee-owned.

We’re already seeing the benefits of our focus on core values.

Award-winning team culture

In 2019, we won the Team Gold Award .

This award recognises the initiatives we’ve introduced in our mission to make Boost the best place to work in New Zealand, initiatives guided and made possible by our shared values.

Measuring the value of core values

As part of our drive to make Boost the best place to work in New Zealand, we use TinyPulse to survey how happy the team is at work.

  • In the past year, our Team Happiness rating hit its highest point ever.

We are also seeing increases in our capacity to help others have a positive and lasting impact, and in our productivity. This year we have:

  • grown our team by 16%
  • increased net profit by 53%.

We survey the team to check that we are staying true to our core values (all answers are anonymous).

  • In the most recent survey, 100% agreed we stay true to our values.

Here are some of the responses:

“The values shone through even in lockdown.”

“The set of crystal clear values and ideals that every member of every team understands and lives by helps to create a culture that is consistently amazing to be a part of.”

“Even more so now with the medallions because it brings the values to the forefront and lets the whole team know who is showing our values.”

Common values help us cope with COVID-19

As with many organisations, the pandemic has been the biggest challenge of 2020. But having a team aligned behind common values meant we could stay strong and support each other while we were all working remotely. New Zealand has moved out of lockdown (for now, anyway) so we can look back at how we coped.

  • Even at the height of the crisis, our Team Happiness rating stayed well above the pre-crisis industry benchmark.
  • Feedback from clients showed we consistently maintained full productivity while working remotely during the COVID-19 lockdown. In fact, April 2020 was our biggest billing month ever.
  • Despite joining us in the middle of the lockdown, Greg Rogan described starting at Boost as “the best onboarding experience that I’ve had in any job.”

These are achievements the team at Boost are very proud of. They are a potent reminder of the power of shared values and common purpose. We hope this core values case study helps you get your own team synchronised for success.

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JUST RELEASED: View the 2024 Franchise 500 Ranking

A Case Study in Why Core Values Are Crucially Important Shared values build a strong team of employees.

By Levi King • Jun 18, 2018

Opinions expressed by Entrepreneur contributors are their own.

A few weeks ago, my company faced a minor crisis. I'll spare you the details, but the short story is a bad actor was doing his damnedest to damage our reputation on social media. The attack occurred around 10 p.m., long after the workday had ended. Everyone was home relaxing with their families -- or maybe playing their Xboxes. One of my marketing guys received an alert about what was going on and jumped on it.

In no time at all, we had representatives from four teams -- marketing, engineering, IT and customer service -- working seamlessly to overcome the problem. It was beautiful. I didn't even hear about it until it had been resolved.

Related: 7 Ways to Get Better at Working With Others

How did this happen? How did a group of colleagues with complementary skill sets organize, Mission Impossible style, to confront and conquer a threat to our business without any prodding from management? They're a talented bunch, of course. They're ambitious and great at their jobs. They're proud of our product and believe in its potential to help small business owners fulfill their dreams.

But I believe it goes deeper than that. I think, at its core, their effectiveness and self-motivation were in large part fueled by shared values.

RULIO rules.

A visitor to one of our offices might be confused to hear the word rulio tossed around a lot. "That wasn't very rulio of me," for example. It's actually an acronym, but it's used so often that it's treated as a regular word, like scuba or taser.

RULIO encompasses our company values -- relentless, unruly, indivisible, legitified and ownership. Each of these values is packed with meaning (see the definition of indivisible below). We have a Slack channel dedicated to highlighting employees who exemplify them in their day-to-day responsibilities. Whether used as a single word or deconstructed into its individual parts, RULIO is an incredibly effective tool for reminding us of who we are and what we stand for as an organization.

The badasses at the beginning of this article who repelled a late-night invasion by an internet troll were truly indivisible. They "always assume[ed] the best, working hard together with intellectual honesty, wisdom and real-time communication, all while having each other's backs."

I could share hundreds of such anecdotes. The advantage of having a codified set of company values is that they get right down into you, into your center. They become a guidance system, a unifier, extremely hard to dislodge.

Related: After Close to 20 Years as an Entrepreneur, This Founder Still Learns From His Team

If you need a RULIO in your life, follow these beginning steps:

1. Separate values from morals or ethics.

Morals and ethics have to do with right and wrong. "We act with integrity" is an ethical statement. Values have to do with what we hold near and dear to our hearts -- the behaviors and attitudes that will define how we treat ourselves and our customers.

Integrity, in this scenario, is a no-brainer. It should be viewed as a requirement for just walking in the door. Strive for actionable values that reflect who you are as a company and the unique contribution you hope to offer.

2. Make it a family affair.

I always cringe a little when I hear a CEO speak publicly about their company values. The worst is when it's in response to some PR nightmare -- you just dumped a million gallons of oil into the ocean, or your employees were recorded saying something incredibly racist, so you stand up and solemnly proclaim, "Look, we value the exact opposite of those things; it says so right here on our website."

When it doesn't come across as defensive, it seems like a form of bragging. Your values are noble, so you must be noble, too. But actions speak louder than words. Why bother telling people what you believe in, when showing them would save breath, time and money and actually convince them in the process?

In my opinion, values are for inside the company. They're not a contrivance for making you look good or to mislead people into thinking you're something you're not. You teach, preach and practice them behind closed doors, then open those doors wide open, and prove to the world that you mean them.

Related: 10 Corny but Undeniably True and Inspiring Quotes About Teamwork

3. Let them build organically.

A company's values should reflect those of its founders. But they don't have to be written on tablets of stone the day you start building your business. Your ethics and morals should be firmly in place -- you don't lie, cheat or steal -- but your values can develop along with your organization.

Remember, your values are a basic reflection of how you treat your colleagues and your customers. They'll drive actions and decisions within your company. They'll settle conflict or prevent it from occurring in the first place.

So take your time. Create a list, and through trial and error prune, scrape and trim it to its essentials. Acronyms help because they're memorable. As your company grows, recruit pretty strongly from that list. Build a team whose values reflect your own, and there'll be no stopping you as you move ahead.

CEO and Co-founder of Nav

Levi King is CEO and co-founder of Nav.

Want to be an Entrepreneur Leadership Network contributor? Apply now to join.

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Aligning Values to CSR: A LEGO Case Study

  • July 17, 2020

LEGO Image

The role of business in society is evolving – and was evolving even before COVID-19 forced companies to pivot how they engage with customers, employees and other stakeholders. How people view their relationships with work and the brands they support is changing. Sustainable Brands’ recent report, Enabling the Good Life , found that across generations people are looking for simple, more balanced lives with meaningful connections to people, communities and the environment. 

Having a business model that prioritizes social responsibility, equity and inclusion, and sustainability will win favor with prospective customers and employees alike. So how should a company start to implement these programs and policies when there are so many worthwhile causes? By starting with their core values. ✨

Let’s look at LEGO as an example. LEGO’s mission is to “inspire and develop the builders of tomorrow,” which is guided by values like imagination, creativity, fun, learning, caring, and quality. 

Having a well-articulated mission and set of values gives LEGO the ability to assess what sort of commitments it can and should make as a brand. In this case, LEGO has made four key promises:

People Promise 🧑🏽‍🤝‍🧑🏽 LEGO cares deeply about the people who are part of making LEGO possible, and is committed to upholding human rights and ensuring safe, healthy and respectful workplaces for our employees. This is huge – people who view their employers as good corporate citizens feel a higher sense of engagement and are more committed to their employer . 

Play Promise 🧰 The company recognizes the vital role of play in a child’s development. LEGO has a unique opportunity to help children problem solve, be creative and develop resilience. 

Planet Promise 🌎 LEGO is designed for children – children who will one day inherit the planet. LEGO’s promise to minimize the environmental impact of its operations not only demonstrates caring for children who love LEGO, but also the core values of creativity and quality by implementing more sustainable practices. 

Partner Promise 🤝🏼 A critical component of any corporate social responsibility strategy is thinking about stakeholders beyond shareholders or investors. LEGO understands the importance of building partnerships with stakeholders like customers and suppliers in being a better corporate citizen.

These promises are embodiments of LEGO’s core values and offer a framework for how LEGO engages with stakeholders from employees and customers to the environment. This is also reflected in the three pillars of LEGO’s corporate social responsibility: children , environment and people . It’s easy to see the connection between these pillars and the brand promises LEGO has made. 

Focusing on core values also gives companies the ability to evolve what CSR looks like over time. As employee and customer needs and expectations change, taking a values-based leadership approach offers greater ability to respond. LEGO’s core products are the classic bricks many of us know and love, but LEGO has more recently ventured into digital play offerings. While digital play offers children new ways to engage with the LEGO brand, there are also risks with giving children access to mobile devices. LEGO responded to this risk by taking a values-led approach – the brand’s digital experience prioritizes child safety . Beyond that, LEGO joined forces with UNICEF to develop an industry-first Digital Child Safety Policy. LEGO even helped create a tool called the ‘Child Safety Online Assessment’ to help other companies understand and address children’s rights online. 

For any corporate social responsibility program to be successful, it has to be authentic to the business’ culture and principles. LEGO is just one example of walking the talk of values-aligned corporate social responsibility. We’re excited to see how even more businesses implement these types of initiatives!

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Build a Culture That Aligns with People’s Values

  • Natalie Baumgartner

company case study values

It’ll improve retention and recruitment efforts.

Candidates are seeking workplaces where they can intertwine their beliefs with those of the company, and work together on a common vision of purpose and success. As leaders grapple with how to recruit top candidates and retain employees, they must rethink how they’re shaping and building a culture that unites people around a common cause. Great culture should provide continuous alignment to the vision, purpose, and goals of the organization. Today’s workforce wants to know that they’re making a difference within their companies. While work cultures are unique to every organization, the foundation of what enables a culture to thrive is the extent to which employees are empowered to be engaged, feel valued, and be heard. At a time when companies are making headlines for culture failures or scandals, employers must evaluate whether their own organizational culture is empowering employees to live by shared values – or to compromise them.

Candidates are seeking workplaces where they can intertwine their beliefs with those of the company, and work together on a common vision of purpose and success. As leaders grapple with how to recruit top candidates and retain employees, they must rethink how they’re shaping and building a culture that unites people around a common cause. Great culture should provide continuous alignment to the vision, purpose, and goals of the organization.

  • NB Natalie Baumgartner is the Chief Workforce Scientist at Achievers , an employee-engagement platform. She’s a thought leader, advisor and speaker on corporate culture, employee experience and organizational transformation.

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Intrinsic CSR and Competition pp 153–175 Cite as

Company Case Study 4: Boxmarche—A Heritage of Values for a Virtuous Company

  • Mara Del Baldo 4  
  • First Online: 15 September 2019

741 Accesses

In SMEs the orientation towards Corporate Social Responsibility (CSR) is usually triggered by entrepreneurs’ values and beliefs. Accordingly, the main objective of this section is to point out, through exploring a case study - BoxMarche- how SMEs can successfully perform authentic socially-oriented strategies in that actions align with stated values and are triggered by the entrepreneur’s inwardly-derived values. The hypothesis underlying the study is that particularly among SMEs, the orientation toward CSR is intrinsically driven since it is triggered by the entrepreneur who is inspired by personal and family values and virtues tied to cultural and social variables that are typical of the territory he belongs to. The case-study first aims to point out the key values experiences by the manager/entrepreneur and translated into the company mission. Secondly, the coherence among the mission-governance-accountability dimensions will be analysed. Third, attention has been focused on specific virtues - the cardinal virtues - and on how they affect relationships with stakeholders and are applied in the business context rendering authentic the CSR orientation.

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Acknowledgements

We would like to thank Tonino Dominici, current President and Managing Director of BoxMarche, for his invaluable collaboration, sensitivity and help in providing the information useful to develop the analysis and share insights and reflections.

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Del Baldo, M. (2020). Company Case Study 4: Boxmarche—A Heritage of Values for a Virtuous Company. In: Wehrmeyer, W., Looser, S., Del Baldo, M. (eds) Intrinsic CSR and Competition. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-030-21037-3_9

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Company Values: The Definitive Guide With Top Examples

company case study values

Free Report!

Having defined company values not only benefits employee engagement and how employees interact with your organization but can influence if someone wants to support your business. 

Your core company values shape the work environment and the business decisions your leadership teams will make. 

And although the concept might sound like corporate jargon, the values defined by your organization shape how you build great teams, create great products or services, and deliver the best experience for customers. 

So what is the importance of defining company values? What examples are out there that can help your organization? In this guide, you’ll learn all the in’s and out’s to giving your business a more meaningful purpose that everyone can support. 

Company Values Defined

Importance of company values.

  • Company Values Statistics
  • Examples of Common Values

Companies with Excellent Company Values

How to define your company values, communicating company core values today, digital platforms help communicate values.

Think of your company values as your company’s DNA and what separates you from the competition in your space. Your values reflect your business beliefs, principles, and decisions that define who your company is. They influence employees, future hires, and relationships with customers, stakeholders, and business partners. 

The business decisions your organization makes should all be guided by the values set forth at the highest level. That includes product or service innovation, whom your company chooses to hire or work with, the overall mission statement, and how you work with customers. 

Often, organizations will talk about their core company values, but lack transparency with their people or even follow the values themselves. As the saying goes, practice what you preach! 

And you bet that employees and customers can see through the facade if you aren’t actively practicing your own principles and genuinely caring about having strong and positive values. 

Remember, each of your employees — from the intern to the CEO — should be aligned with the company values, workplace culture, and make decisions that will accurately meet and reflect those values.

At this point already, you probably are getting a clear picture of why core values matter to your organization. But to truly understand the impact and influence, it’s important to dive a bit further into the data and more. 

Besides differentiating your company from the competition, your company values truly influence everything at your company. For example: 

  • They guide how everyone communications internally and externally
  • These values guide decisions by the business leaders and executives
  • They help marketers create a brand and define their strategies better
  • Helps sales better communicate and present products or services
  • Influences customer service and client success on how to interact with customers
  • Ensures employees are all on the same page to boost employee engagement, productivity, motivation, and efficiency
  • Impacts product and innovation to focus on areas that improve results and business ROI
  • Guides HR teams on shaping culture, employer brand, and recruiting efforts 
  • These values help you attract and retain customers with similar beliefs 

And you can probably even think of other areas where defined business values will influence your organization. But you can see that this is why organizations spend a lot of time defining who they are, what they believe in, and creating a set of values. 

Additionally, these core values can shift over time. Your organization may transition throughout the years, especially with remote work , the employee experience, and the digital transformation all influencing the workplace. 

A few years back, Twilio CEO and Co-founder Jeff Lawson gave a speech about company values and why companies need to have a strong culture. It’s just over 30 minutes long, but definitely save it for later to watch if you can’t right now.

Company Values Statistics  

As you read in the previous section, company values have a direct impact on your entire organization and if you have happy employees. From the examples of importance above, you should now understand that this is something your business should not take lightly. 

However, let’s look at some company value statistics to the influence it has overall. 

  • 76% of employees believe that well-defined business goals help cultivate a positive work culture. ( Bultin )
  • More than 50% of CEOs and CFOs say corporate culture influences productivity, creativity, profitability, firm value, and growth rates. ( Forbes )
  • Companies with highly aligned cultures and innovation strategies see 30% higher enterprise value growth and 17% higher profit growth. ( Achievers )
  • In a survey, 26% of employees would forego a fancy title and 65% would accept lower pay before dealing with a poor workplace environment. ( Harvard Business Review )
  • Just 23% of U.S. employees strongly agree that they can apply their organization’s values to their work every day. ( Gallup )
  • 89% of HR leaders believe peer feedback and regular check-ins enhance their organizational culture. ( Businesswire )
  • Actively disengaged employees cause U.S. companies between $450 – $550 billion in lost productivity per year. ( Zippia )
  • 92% of employees agree that when they’re recognized for a specific action, they’re more likely to repeat it in the future. ( Achievers )
  • 35% of U.S. workers say they would pass on the perfect job if they felt the company culture wasn’t a good fit. ( Robert Half )
  • 93% of employees would stay at a company longer if it invested in their careers. ( LinkedIn )

Examples of Common Company Values

No one company is alike when it comes to their core values and how they create culture. But almost every organization has overlapping themes that drive their business decisions. 

Naturally, some organizations may pick and choose to focus on specific areas or dabble in them all. Either way, these areas are all redeeming examples of common company values that all businesses should strive to achieve. 

  • Accountable
  • Commitment to Customers
  • Continuous Learning
  • Constant Improvement
  • Employee Development
  • Discipline 
  • Empowerment
  • Authenticity

Besides the common themes used for company values above, what companies have some of the best values today? You might have a brand you love already, which is most likely tied to their core company values. 

The innovative tech company has been on the cutting edge of technology for years. Yet, Adobe has also put focus and emphasis on their culture and company values. 

Adobe’s Values :

Adobe Core Company Values

While their values are simple, they live and breathe by them. And it’s why you see so many engaged employees and customers sharing on social media about their love for the company. 

Adobe also has been one of EveryoneSocial’s first customers and continues to be today many years later. We are inspired and proud to work with Adobe on their employee advocacy initiatives. Read our customer story with Adobe here .

Workday is an American financial management and human capital management software company, which was founded in 2005. And since then, the company has grown significantly. 

Workday’s Values :

Workday Core Company Values

Additionally, Workday is another great customer of ours that we have gotten to work with over the last few years. We look forward to our continued partnership. 

The American online real estate marketplace company was founded in the mid-2000s and has since become the go-to website for finding homes. Yet, the company has also blossomed and now employs over 6,000 people! 

Zillow’s Values :

Zillow Core Company Values

Over the years, Airbnb has become a top brand that people love. And even though they faced some recent hardships when the global pandemic hit the world, the brand continued to stick by its core values along with great leadership.

Airbnb’s Core Values :

Airbnb Core Company Values

HubSpot’s marketing and sales software has become one of the most well-known names in the space. And over time, they have also focused on their work culture, diveristy & inclusion, as well as their core company values.

The Co-Founder and CTO Dharmesh Shah, put together a cool presentation all about their culture and values. You can view that presentation at the link below.

HubSpot Core Values :

HubSpot Core Values

So how does your organization define its own company values and maintain a culture of innovation? Although you might have values already, do they really illustrate what your company wants to represent to audiences? Is employee satisfaction the highest it can be?

And while a lot of effort might have gone in to define these in the past, do these values still hold true, or are they legit working? 

It’s okay if the answer is unclear or a definitive “no.” Addressing and examining your company values can be done at any time, but you do want to put forth your best effort. 

Here are some guidelines that can help you establish or update your company values: 

  • Keep it short and simple . Company values should be memorable and easy to adhere to. Nobody wants to read a book or get lost in corporate jargon. Use words from the examples above and things that are identifiable for the average person. There is no reason to complicate or confuse anyone. 
  • Have related goals for your values . Often, companies dance around how the company values relate to the company goals and mission. These values need to intertwine with everything your company does — from the product or services to your overall company culture. 
  • Incorporate values that empower employees . Your values must connect with your employees and be supportive in their professional careers, which help them continue to be successful. Encourage their feedback, ideas, knowledge sharing, and let them take ownership of their work.  Doing this creates better communication, improves employee retention, and creates employee influencers . 
  • Put unique twists on your values . As you saw in the examples, there are tons of common themes and words that organizations will use. And while that might be the case, you can be creative and unique with your company values. Mimicking a competitor on values is not only obvious, but it looks like your organization didn’t put much thought into it. Being different and having your own company personality will help your organization attract the right customers and employees.

One of the important aspects of distributing your company values is how you communicate this important information. You might have noticed I left this one off from the previous section. However, it’s because how you internally and externally communicate values is incredibly important. 

Overall, your company values strategy has two parts:

  • Defining your values
  • Distributing your values

While defining your company culture and value can be challenging, communicating them effectively is another hurdle to overcome.

You should communicate these values with your employees and external stakeholders (investors, partners, customers), so everyone knows what they are and why they exist. This encourages everyone to be a part of your brand community and feel valued for their contributions. 

How can you distribute these values and ensure everyone feels connected? Here are a few things to consider: 

  • Ensure executives are leading by example and living the core values every day
  • Make sure the values are instilled in the hiring and onboarding process. That way from day one, future hires know what to expect. Plus, it helps hiring managers find the right people who align with the company values well. 
  • Ensure the core values are a focal point of your internal communications strategy. And no, a monthly newsletter with information and values is not enough. 
  • Use an employee advocacy platform to not only distribute news and information, but give everyone the ability to engage, provide feedback, create and share, and be recognized. Your company values will easily be distributed and shared no matter where employees are working. 
  • Recognize employees for their contributions and ensure it’s a clear company value so people feel engaged and want to go the extra mile. 
  • Although COVID-19 forced many organizations to work from home, the values can still apply in the office once employees may start returning to the office. Make sure your company values remain visible every day in the workplace. 

The global pandemic of 2020 has changed the way organizations work and communicate with their employees. Yet, even prior to these historic times, core values and communication breakdowns were happening. 

  • 74% of employees feel they are missing out on company information and news. 
  • 72% of employees don’t have a full understanding of the company’s strategy. ( IBM ) 
  •  57% of employees report not being given clear directions and 69% of managers are not comfortable communicating with the employees in general. ( HR Technologist )

However, the pandemic forced a large part of the world to quickly switch to remote work, while unfortunately layoffs and businesses also closed rapidly. Needless to say, trust and communication have been more important than ever before to foster a great workplace. 

And since the world has drastically changed, it forced many organizations (probably yours included) to re-access company values and communications strategies. It’s important now that you take a look at how you can strengthen your core values and instill trust during a crisis as we saw in 2020. 

This is why digital communications and platforms are more relevant than ever! There are certainly many tools and platforms to work with, but one that works well in employee advocacy platforms (I.E. EveryoneSocial for Comms ).

Think of it as the central hub, where content, information, collaboration, community, and recognition can all happen — no matter where employees are currently working. 

  • Personalized content feeds
  • Mobile apps and desktop application
  • Email and push notifications, newsletters, in-app notifications
  • Pin, highlight, scheduled, or mark important news or content
  • Utilize gamification and leaderboards to drive engagement
  • Community feed of employees, jobs titles, and contact info 

It’s a great place for leaders to distribute relevant information and ensure core values are distributed and continued throughout the entire workforce.   

Remember, an employee communications platform can be a game changer, but it won’t solve any communications or company value challenges without strategic planning. 

Want expertly crafted content to help refine your marketing, social selling, and recruiting strategies? Sign up for our newsletter and get a copy of our Personal Brand Starter Kit. 👇

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Values matter. Too often, however, they are relegated to the realm of fables instead of finance.

Take honesty, for example. We tell our children the story of the boy who cried wolf to teach them that when someone is dishonest, others are less likely to believe them the next time. But if we look just a tiny bit below the surface, the financial cost of the boy’s dishonesty immediately comes into focus: It results in the loss of his family’s entire flock of sheep.

If we calculated the loss caused by the boy crying wolf, we undoubtedly would find that it dramatically outweighed the combined gains generated by strategies like using AI-optimized grazing patterns, feeding the sheep a high-growth diet, or using consultant-recommended wool-marketing strategies. And yet, while all those things would clearly be considered business decisions, acting on values is not. But that’s wrong.

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There is a very strong business case for acting on values. A $100 billion company I worked with discovered that there was a high return on investment from acting on its values and making sure customers knew about that. In fact, the return was many times greater than the ROI from its investments in upgraded technology or marketing campaigns. Yet the importance of technology and marketing are clearly understood as key areas of the business, while values-related impacts are left off of spreadsheets and are rarely — if ever — used to determine which actions have the highest ROI.

When I say values, I mean the kinds of values that are directed outward, toward doing good for the world and those who live in it. They include efforts such as combating the climate crisis, assisting people who have historically been excluded from job opportunities, and creating an open, inclusive environment for employees from different backgrounds.

These deeper values matter because they can be a key driver of business value in the domains of operations (increasing margins and reducing accident rates), risk (increasing resilience to crises), and employees (increasing productivity and innovation), as well as the more personal domain of leadership (making people more likely to follow you).

They also affect the behavior of customers. My company’s research has found that values:

  • Enhance customer preference. For example, in a study of U.S.

About the Author

Daniel Aronson ( @danielaronson ) is the founder of Valutus, a consulting firm that specializes in helping companies create value through sustainability and responsibility. He is the author of The Value of Values: How Leaders Can Grow Their Businesses and Enhance Their Careers by Doing the Right Thing (MIT Press, 2024), from which this article was adapted.

1. S. Kishan, “ ESG by the Numbers: Sustainable Investing Set Records in 2021 ,” Bloomberg, Feb. 3, 2022, www.bloomberg.com.

2. “ Overview of Initial Lazard Climate Center Findings ,” presentation, Lazard Climate Center, New York, December 2021.

3. D. Green, “ How Whole Foods Went From a Hippie Natural Foods Store to Amazon’s $13.7 Billion Grocery Weapon ,” Business Insider, May 2, 2019, www.businessinsider.com.

4. S. Worthington, “ How Many Advertisements Do We See Each Day? ” Telesian Technology (blog), April 15, 2014, https://telesian.com.

5. A. Harary and T. Ries, “ Competence Is Not Enough ,” Edelman, Jan. 19, 2020, www.edelman.com.

6. This example is drawn from a confidential company presentation at a corporate sustainability meeting in 2021.

7. “ Product Supply Chain Sustainability ,” Walmart, accessed Jan. 24, 2024, https://corporate.walmart.com.

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Stuart roehrl.

Center for Executive Excellence

Jun 26, 2018 | Leadership

When you think of your company’s values, what comes to mind?

Do they serve as guideposts for how your team behaves and makes business decisions? Are they feel good words posted on your About Us website page? Or worse, is your organization’s behavior so misaligned with your stated values that it reeks of hypocrisy? After all, the stated values according to Enron’s 2000 Annual Report were Communication, Respect, Integrity, and Excellence.

When organizations underperform, leaders often try to fix the problem by shuffling people around or investing in new technology. But when its culture and values are misaligned, no amount of shuffling or software will address the underlying problem. The importance of building on a strong set of core values and standards of behavior that align with your core values cannot be overstated.

As Patrick Lencioni wrote in Harvard Business Review , “Empty values statements create cynical and dispirited employees, alienate customers, and undermine managerial credibility.” When organizations get this right, the culture is empowering. When they get it wrong, the culture is toxic. Either way, the effects show up in the bottom line.

So, how do you create a set of core values that will help align your employees and drive performance? In 2015, Greg Koch and Steve Wagner, the Co-Founders of Stone Brewing, came to us after enjoying 20 straight years of success. After hearing us speak at a leadership event, they realized that they had been so focused on survival followed by scalable growth that they had neglected their culture. “We needed our inside to match our outside,” as Steve Wagner put it. Here’s how we worked with Stone Brewing to create a culture of performance.

Be Aggressively Authentic.

We started by asking to look at Stone’s core values. As it turns out, they had never taken the time to capture any core values. So, we sat down with Steve and his hand-picked team of five people, and began reverse engineering what values differentiated Stone from the competition. We took the team on culture field trips to companies like WD-40 , Patagonia and Taylor Guitars to give them a peak inside organizations whose values and performance were strongly aligned. We challenged them to create values that would act as a distinct blueprint for employee behavior and business decisions – one that would be used for attracting employees who fit the values, and for holding themselves and fellow employees accountable to.

Own the Process .

Not only did Steve Wagner handpick his Culture Action Team. He chaired it. He went on the culture field trips. He even amended his title to include Chief Culture Officer. Wagner realized that he needed to make culture and values alignment a priority. Early in the process, Wagner wrote a TED-like talk and made his way to every team meeting to let them know about what he and the Culture Action Team were working on and to get feedback from Stone employees. As he made the rounds and saw the excitement build, Wagner’s conviction and dedication to naming and claiming Stone’s values grew.

Let it Brew.

From the first meeting of Stone’s Culture Action Team to the day the core values were officially rolled out took just under five months. Wagner and his team knew that rushing the process could result in values that would not play out. They had to consider how the values could be put into action by the full complement of team members – from brewers to drivers, from sales reps to restaurant staff, from marketing to accounting. How would the values be interpreted from San Diego, CA, to Richmond, VA, to Berlin, Germany, and in countries where Stone had yet to make its mark? In the end, the team landed on these four core value: Fearless Leadership, Creative Risk Taking, Revolutionary Spirit, and Team Stone.

We left Wagner and his Culture Action Team with a roadmap for integrating the core values into Stone’s culture. That was 18 months ago. Today, the Culture Action Team has grown from 5 to 30 members, with culture ambassadors at every location, including its newly opened brewery in Shanghai . Stone’s marketing team created a special values logo, and the values are proudly displayed by Stone team members on everything from t-shirts to coasters. More importantly, everything from the hiring of new employees to how business decisions are made are put through a values fit test.

Stone’s connection with its core values – its competitive differentiator – was a much needed boost to employee engagement. In 2015, employee engagement was at 60%. In 2016, employee engagement rose to 73%, and in 2017, it rose to 86%. Those scores impact innovation, productivity, turnover costs, and bottom line performance.

Many leaders would not have the patience for the time and effort it takes to create and implement a solid alignment between values and culture. But for those who do, fortify their organizations with long-lasting, aligned success.

Question: What organizations do you know that live by an authentic set of core values?

Driven by the premise that excellence is the result of aligning people, purpose and performance, Center for Executive Excellence facilitates training in leading self, leading teams and leading organizations. To learn more, subscribe to receive  CEE News !

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Case study: creating and launching new company values.

Defining the values for a pharma spin-off company involved a nine month process of engaging employees to define what kind of culture they wanted for their new company.

A business unit spinning-off from a large global company needed to establish a culture distinct from its parent organization.

Leaders of the spin-off company saw a unique opportunity to define their new company’s values, as well as behaviors to support the desired values.

Rather than imposing a set of values on the company, they wanted to start a discussion with employees about the kind of company they wanted to be and give employees a voice in determining the new company’s values and culture.

Communication Approach

Over a nine month period, starting in January 2013, internal communications supported the creation and launch of the new values by:

  • Announcing the starter values with an all-employee email
  • “Values Walls” in each location and at company events (sales meetings, etc.)
  • Creating direct feedback channels to the Values Working Group through email and online content
  • Positioning company leaders as advocates for the values and promoting online discussions with leaders and employees
  • Reinforcing the conversation with periodic articles on the intranet
  • Modifying the starter values based on employee feedback
  • Launching the values globally with a multilingual all-employee email, multilingual downloadable copies of the values and a leader panel at a global town hall meeting
  • Reinforcing the values with an unscripted video featuring employees speaking honestly about the values and hardcopy distributions of the values

Implementation

Starter Values

An initial set of “starter values” were announced in mid-February 2013 with a message from the Chief Human Resources Officer.  An intranet site accompanied the launch and offered employees a resource for learning about the values and participating in activities to develop the values, including an online discussion forum.

Values Walls

To drive engagement with the starter values, internal communications, Human Resources and the global Values Working Group partnered to create and distribute “Values Walls” where employees could see the starter values and share their perspectives.  Employee comments from the walls, many of which came from outside the U.S., had to be translated into English and helped shape the final values.

Executive Discussions

Over a three month period, senior executives held WebEx meetings where they discussed the starter values and how they would translate into daily work.  More than 1,200 colleagues participated in these discussions.

Values Launch

The final values launch in August 2013 consisted of:

  • Multilingual CEO Message – This all-employee email appeared in 8 languages and linked to downloadable, multilingual copies of the values.  
  • Global Town Hall Panel – A week after the letter, three executives participated on a panel at a global town hall meeting where they discussed the values; this meeting was available globally via videoconference, webcast and phone to employees around the world.  
  • Desk Posters – Professionally printed “desk size posters” featuring the new values were distributed to all U.S. employees.  The reverse side of this desk poster included a set of desired “behaviors” associated with each value to help employees “live that value.”  
  • Full Size Posters – All U.S. locations received full-size posters showing the values.  Communicators and HR personnel outside the U.S. were provided with digital artwork of the full size and desk size posters for local printing and distribution.  

Values Video

Several weeks after the launch, a video debuted featuring employees from various levels of the organization.  In the unscripted video, the employees spoke honestly about the values and shared their perspectives on what the values meant to them personally and what they thought the values would mean to the new company.  This video was posted on the intranet and subtitled versions were made available globally for showings at scheduled internal events.

  • The Values Walls generated more than 2,100 comments from employees worldwide.
  • 87 percent  said they were either Satisfied or Very Satisfied with the meeting
  • 79 percent agreed that the meeting improved their understanding of the company
  • 85 percent said they were proud to be a part of the company
  • Customer-Focused
  • One (i.e. one unified company across business and regional groups)
  • The video was viewed at a November 2013 town hall, providing thousands of impressions, and run on an eSign network providing thousands of additional impressions.  More than 100 copies were distributed internationally for showings at various large audience meetings.

Peer-to-Peer Recognition Program Aligned with the Values

Situation In May 2014, the company launched a peer-to-peer recognition program aligned with the values.  This intranet-based tool allowed employees to send a recognition message to a colleague whose work had exemplified the values. The simple to use tool enabled an employee to recognize a colleague or a team by:

  • Selecting a value (or values)
  • Entering the names of the person (or persons, if a team) to be recognized
  • Adding a short message of appreciation.

The recipient would receive an email with the recognition and have the option of printing a certificate showing their name and the values they exemplified.  The recognition tool was available in 8 languages.

Communication Approach Communications for this program included a pre-launch article on the intranet, an all-employee email from the CEO (in 8 languages), posters and high visibility on the intranet.

Result Employees quickly embraced the tool. Within the first two business days of operation, employees had …

  • Sent 200 recognitions
  • Viewed the tool 1,600 times

By the end of the first month, employees had …

  • Sent more than 1,700 individual recognitions
  • Visited the tool more than 4,900 times

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Business growth

Marketing tips

16 case study examples (+ 3 templates to make your own)

Hero image with an icon representing a case study

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

On top of a background of coffee beans, a block of text with percentage growth statistics for how AdRoll nitro-fueled Volcanica coffee.

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

2. Taylor Guitars and Airtable

Screenshot of the Taylor Guitars and Airtable case study, with the title: Taylor Guitars brings more music into the world with Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

3. EndeavourX and Figma

Screenshot of the Endeavour and Figma case study, showing a bulleted list about why EndeavourX chose Figma followed by an image of EndeavourX's workspace on Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

4. ActiveCampaign and Zapier

Screenshot of Zapier's case study with ActiveCampaign, showing three data visualizations on purple backgrounds

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

5. Ironclad and OpenAI

Screenshot of a video from the Ironclad and OpenAI case study showing the Ironclad AI Assist feature

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

6. Shopify and GitHub

Screenshot of the Shopify and GitHub case study, with the title "Shopify keeps pushing ecommerce forward with help from GitHub tools," followed by a photo of a plant and a Shopify bag on a table on a dark background

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . Audible and Contentful

Screenshot of the Audible and Contentful case study showing images of titles on Audible

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

8 . Zoom and Asana

Screenshot of Zoom and Asana's case study on a navy blue background and an image of someone sitting on a Zoom call at a desk with the title "Zoom saves 133 work weeks per year with Asana"

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . Hickies and Mailchimp

Screenshot of the Hickies and Mailchimp case study with the title in a fun orange font, followed by a paragraph of text and a photo of a couple sitting on a couch looking at each other and smiling

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. NVIDIA and Workday

Screenshot of NVIDIA and Workday's case study with a photo of a group of people standing around a tall desk and smiling and the title "NVIDIA hires game changers"

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

11. KFC and Contentful

Screenshot of KFC and Contentful's case study showing the outcome of the study, showing two stats: 43% increase in YoY digital sales and 50%+ increase in AU digital sales YoY

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. Intuit and Twilio

Screenshot of the Intuit and Twilio case study on a dark background with three small, light green icons illustrating three important data points

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

13. Spotify and Salesforce

Screenshot of Spotify and Salesforce's case study showing a still of a video with the title "Automation keeps Spotify's ad business growing year over year"

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

Takeaway: Invest in videos that capture and promote your partnership with your case study subject. Video content plays a promotional role that extends beyond the case study in social media and marketing initiatives .

14. Benchling and Airtable

Screenshot of the Benchling and Airtable case study with the title: How Benchling achieves scientific breakthroughs via efficiency

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

15. Chipotle and Hubble

Screenshot of the Chipotle and Hubble case study with the title "Mexican food chain replaces Discoverer with Hubble and sees major efficiency improvements," followed by a photo of the outside of a Chipotle restaurant

The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

16. Hudl and Zapier

Screenshot of Hudl and Zapier's case study, showing data visualizations at the bottom, two photos of people playing sports on the top right , and a quote from the Hudl team on the topleft

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The Zapier format provides nuggets of high-level insights, milestones, and achievements, as well as the challenge, solution, and results. My favorite part of this case study is how it's supplemented with a blog post detailing how Hudl uses Zapier automation to build a seamless user experience.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

Screenshot of Zapier's first case study template, with the title and three spots for data callouts at the top on a light peach-colored background, followed by a place to write the main success of the case study on a dark green background

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

Screenshot of Zapier's second case study template, with the title, objectives, and overview on a dark blue background with an orange strip in the middle with a place to write the main success of the case study

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Screenshot of Zapier's third case study template, with the places for title, objectives, and about the business on a dark green background followed by three spots for data callouts in orange boxes

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Writing a good case study comes down to a mix of creativity, branding, and the capacity to invest in the project. With those details in mind, here are some case study tips to follow:

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

In fact, with the right technology, it can be refined to work better . Explore how Zapier's automation features can help drive results for your case study by making your case study a part of a developed workflow that creates a user journey through your website, your case studies, and into the pipeline.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

Related reading:

How Hudl uses automation to create a seamless user experience

How to make your case studies high-stakes—and why it matters

How experts write case studies that convert, not bore

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Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

  • Content marketing

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'

Hertz CEO Kathryn Marinello with CFO Jamere Jackson and other members of the executive team in 2017

Top 40 Most Popular Case Studies of 2021

Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies

Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT’s (Case Research and Development Team) 2021 top 40 review of cases.

Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT’s list, describes the company’s struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy. 

The success of the Hertz cases was unprecedented for the top 40 list. Usually, cases take a number of years to gain popularity, but the Hertz cases claimed top spots in their first year of release. Hertz (A) also became the first ‘cooked’ case to top the annual review, as all of the other winners had been web-based ‘raw’ cases.

Besides introducing students to the complicated financing required to maintain an enormous fleet of cars, the Hertz cases also expanded the diversity of case protagonists. Kathyrn Marinello was the CEO of Hertz during this period and the CFO, Jamere Jackson is black.

Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. “Glory, Glory, Man United!” a case about an English football team’s IPO made a surprise move to number four.  Cases on search fund boards, the future of malls,  Norway’s Sovereign Wealth fund, Prodigy Finance, the Mayo Clinic, and Cadbury rounded out the top ten.

Other year-end data for 2021 showed:

  • Online “raw” case usage remained steady as compared to 2020 with over 35K users from 170 countries and all 50 U.S. states interacting with 196 cases.
  • Fifty four percent of raw case users came from outside the U.S..
  • The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines.
  • Twenty-six of the cases in the list are raw cases.
  • A third of the cases feature a woman protagonist.
  • Orders for Yale SOM case studies increased by almost 50% compared to 2020.
  • The top 40 cases were supervised by 19 different Yale SOM faculty members, several supervising multiple cases.

CRDT compiled the Top 40 list by combining data from its case store, Google Analytics, and other measures of interest and adoption.

All of this year’s Top 40 cases are available for purchase from the Yale Management Media store .

And the Top 40 cases studies of 2021 are:

1.   Hertz Global Holdings (A): Uses of Debt and Equity

2.   Coffee 2016

3.   Hertz Global Holdings (B): Uses of Debt and Equity 2020

4.   Glory, Glory Man United!

5.   Search Fund Company Boards: How CEOs Can Build Boards to Help Them Thrive

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

27. What's Next? Search Fund Entrepreneurs Reflect on Life After Exit

28. Searching for a Search Fund Structure: A Student Takes a Tour of Various Options

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

28 Case Study Examples Every Marketer Should See

Caroline Forsey

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.

marketer reviewing case study examples

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

Download Now: 3 Free Case Study Templates

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.

company case study values

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.

case study template

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

Case study examples: Handled and 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

Case study examples: IDEO and H&M

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

Case study example from 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

Case study examples: Carol H. Williams and Chevrolet DTU

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

Case study example from 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

Case study example from 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

Case study example from 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

Case study examples: Think with Google and HubSpot

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.

Case studies example: Data focus, Think with Google

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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from Amazon AWS

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

Case study examples: Asana and HackReactor

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

Case study example from 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

Case study examples: Evisort and NetApp

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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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

Case study example from 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.

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Some virtual care companies putting patient data at risk, new study finds

Canadian researchers have patient privacy concerns as industry grows post-covid.

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This story is part of CBC Health's Second Opinion, a weekly analysis of health and medical science news emailed to subscribers on Saturday mornings. If you haven't subscribed yet, you can do that by  clicking here .

If you visit a doctor virtually through a commercial app, the information you submit in the app could be used to promote a particular drug or service, says the leader of a new Canadian study involving industry insiders.

The industry insiders "were concerned that care might not be designed to be the best care for patients, but rather might be designed to increase uptake of the drug or vaccine to meet the pharmaceutical company objectives," said Dr. Sheryl Spithoff, a physician and scientist at Women's College Hospital in Toronto.

Virtual care took off as a convenient way to access health care during the COVID-19 pandemic, allowing patients to consult with a doctor by videoconference, phone call or text.

It's estimated that more than one in five adults in Canada —  or 6.5 million people — don't have a family physician or nurse practitioner they can see regularly, and virtual care is helping to fill the void.

But the study's researchers and others who work in the medical field have raised concerns that some virtual care companies aren't adequately protecting patients' private health information from being used by drug companies and shared with third parties that want to market products and services.

A female doctor with long, brown hair standing in a medical office.

Spithoff co-authored the study in this week's BMJ Open , based on interviews with 18 individuals employed or affiliated with the Canadian virtual care industry between October 2021 and January 2022. The researchers also analyzed 31 privacy documents from the websites of more than a dozen companies.

The for-profit virtual care industry valued patient data and "appears to view data as a revenue stream," the researchers found.

One employee with a virtual care platform told the researchers that the platform, "at the behest of the pharmaceutical company, would conduct 'A/B testing' by putting out a new version of software to a percentage of patients to see if the new version improved uptake of the drug."

company case study values

Many virtual care apps pushing products, selling personal data, research finds

Concerns about how data might be shared.

Matthew Herder, director of the Health Law Institute at Dalhousie University in Halifax, said he hopes the study draws the public's attention to what's behind some of these platforms.

"All of this is happening because of a business model that sees value in collecting that data and using it in a variety of ways that have little to do with patient care and more to do in building up the assets of that company," Herder said.

Bearded man standing in front of a chalkboard.

Other industry insiders were concerned about how data, such as browsing information, might be shared with third parties such as Google and Meta, the owner of Facebook, for marketing purposes, Spithoff said.

The study's authors said companies placed data in three categories:

  • Registration data, such as name, email address and date of birth.
  • User data, such as how, when and where you use the website, on what device and your internet protocol or IP address.
  • De-identified personal health information, such as removing the name and date of birth and modifying the postal code.

Some companies considered the first two categories as assets that could be monetized, employees told the researchers.

  • Many Canadians welcomed virtual health care. Where does it fit in the system now?
  • Virtual urgent care didn't divert Ontario patients from ER visits during pandemic, study suggests

Not all of the companies treated the third category the same way. Some used personal health information only for the primary purpose of a patient's virtual exchange with a physician, while others used it for commercial reasons, sharing analytics or de-identified information with third parties.

The study's authors said while each individual data point may not provide much information, advertisers and data analytic companies amalgamate data from browsing history and social media accounts to provide insights into an individual's mental health status, for example.

One study participant described how a partnership for targeted ads might work: "If an individual is coming through our service looking for mental health resources, how can we lean them into some of our partnerships with corporate counselling services?"

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Nurses’ union says virtual care is a move toward privatization of health care

Conflict-of-interest questions.

Lorian Hardcastle, an associate professor of law and medicine at the University of Calgary, studied  uptake of virtual care in 2020. She highlighted issues of continuity of care, privacy legislation and consent policies.

Since then, she said, uptake in virtual care accelerated during the COVID-19 pandemic.

"I think that the commercialization of the health-care system raises concerns around conflicts of interest between what is best for patients on the one hand and then on the other hand, what has the best return for shareholders," said Hardcastle, who was not involved in the BMJ Open study.

A woman with long brown hair wearing a blouse and jacket.

Hardcastle said it is helpful to have industry insiders acknowledge problems that health professionals and academics have expressed about commercialization.

The Office of the Privacy Commissioner of Canada, which funded the study, said in an email that privately funded health professionals are generally considered to be conducting commercial activities.

Hospitals, long-term care facilities and home care services that are publicly funded are not considered to be engaged in commercial activities and are covered by provincial privacy legislation, the office said. Health information falls into many categories and may be subject to different privacy laws across various jurisdictions.

Hardcastle also suggested that self-regulatory bodies, such as provincial colleges of physicians and surgeons, may need to revisit policies around relationships between health providers and industry.

Virtual care industry responds

CBC News heard from some Canadian virtual care companies that said they take the privacy of individuals seriously.

"Patient data is only used with patients' explicit consent and only when it's required for health-care interactions between a patient and a doctor," a spokesperson for virtual care platform Maple said. "We do not exploit patient data for marketing or commercial gain."

  • Is virtual care a cure for Canada's battered health-care system?

In a statement, Rocket Doctor said it is important to note that the company "does not do any of the things listed by the researchers as common in the telehealth industry."

Telus said that all of the data collected from its virtual care service is treated as personal health information.

"Telus Health doesn't receive any funds from pharmaceutical companies for our virtual care service and we do not sell any patient data collected," said Pamela Snively, the company's chief data and trust officer.

Source of information hard to pin down

Hardcastle said it may be difficult for some people to distinguish between receiving reliable and accurate information from a health-care provider on an app and getting services marketed to them that the health provider may or may not find useful.

"Your family doctor isn't trying to collect superfluous information in order to market services to you," she said.

Some provinces and territories pay for the virtual services. In other cases, patients pay themselves or are covered by employer or private insurance.

  • Patients tapping into alternative care options, but N.S. emergency departments still face challenges

Nova Scotia's government, for example, has a contract with Maple to provide residents without a primary care provider with unlimited virtual visits. Those who do have a regular provider can have two visits per year paid for by the province.

Tara Sampalli, senior scientific director at Nova Scotia Health Innovation Hub, said the province's contract with Maple means residents' data can't be used in other ways, such as by third-party providers.

The province doesn't have that level of control over other providers of virtual care, said Sampalli, who holds a PhD in health informatics.

Calls for an opt-out choice

Herder, of Dalhousie University, said users should be able to easily opt out of having their data used for commercial purposes. He also said that if the data doesn't represent the full diversity of Canada, algorithms shaping clinical decision-making could be racially biased.

Spithoff said while patient awareness is important, patients aren't in a position to fix this problem.

  • 140,000 Nova Scotians are waiting for a family doctor. Can virtual care help?

"We need better legislation, regulation, and we need better funding for primary care," she said. "Or people can get virtual care integrated into their offline care."

Spithoff and her co-authors said self-regulation by the industry is unlikely to lead to change. 

The researchers acknowledged they were limited to publicly available documents and that they did not interview those affiliated with the third-party advertisers.

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Canadian Medical Association calls for health-care system overhaul

Corrections.

  • An earlier version of this story suggested that all health professionals conduct commercial activities under federal legislation. In fact, some publicly funded health services are not commercial and are covered by various other legislation. Feb 12, 2024 6:11 PM ET

ABOUT THE AUTHOR

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Amina Zafar covers medical sciences and health topics, including infectious diseases, for CBC News. She holds an undergraduate degree in environmental science and a master's in journalism.

With files from CBC's Christine Birak

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Judge in Trump's New York fraud case orders him to pay $354 million in penalties, plus millions more in interest

By Graham Kates, Melissa Quinn

Edited By Stefan Becket, Paula Cohen

Updated on: February 16, 2024 / 8:37 PM EST / CBS News

Former President Donald Trump and the Trump Organization must pay $354 million in fines — a total that jumps to $453.5 million when pre-judgment interest is factored in — a judge ruled Friday in their New York  civil fraud case . The long-awaited ruling also bars them from seeking loans from financial institutions in New York for a period of three years, and includes a three-year ban on Trump serving as an officer or director of any New York corporation.

Judge Arthur Engoron handed down his judgment in a 92-page decision on Friday. The ruling is one of the largest corporate sanctions in New York history. Trump has vowed to appeal. 

The judge's ruling also blocks Allen Weisselberg , the former chief financial officer of the Trump Organization, and Jeffrey McConney, former corporate controller, from serving as an officer or director of any New York corporation or other legal entity in the state for three years, and permanently bans them from serving in the "financial control function" of any New York corporation.

"The evidence is overwhelming that Allen Weisselberg and Jeffrey McConney cannot be entrusted with controlling the finances of any business," Engoron's order states.

In addition to imposing limits on Trump's business activities, the order bans his two oldest sons, Eric Trump and Donald Trump, Jr., from serving as an officer or director of any New York corporation or legal entity for two years.

The two, who serve as executive vice presidents at the Trump Organization, must also pay more than $4 million apiece, including interest. Weisselberg is ordered to pay a $1 million penalty. 

Speaking outside Mar-a-Lago after the ruling, Trump called the judge "crooked" and insisted the case was a "witch hunt."

"We will get back to work. It's a ridiculous award — a fine of $355 million for doing a perfect job," Trump said.

"Complete lack of contrition"

Engoron issued a scathing rebuke of Trump, his two adult sons, Weisselberg and McConney in his decision, writing that they refused to admit error even after four years of investigation and litigation.

"Their complete lack of contrition and remorse borders on pathological," he wrote. "They are accused only of inflating asset values to make more money. The documents prove this over and over again."

The judge determined that Trump, top officials at the Trump Organization, and his companies submitted "blatantly false financial data" to accountants in order to borrow more money at more favorable interest rates.

"When confronted at trial with the statements, defendants' fact and expert witnesses simply denied reality, and defendants failed to accept responsibility or to impose internal controls to prevent future recurrences," Engoron wrote.

He said the frauds in the case "leap off the page and shock the conscience."

New York Attorney General Letitia James cheered the decision as a victory for the state, the country and those who believe in an even playing field.

"There simply cannot be different rules for different people," she said in a statement. "Now, Donald Trump is finally facing accountability for his lying, cheating, and staggering fraud. Because no matter how big, rich, or powerful you think you are, no one is above the law."

Alina Habba, one of Trump's attorneys who also serves as his spokeswoman, denounced the decision and confirmed the former president will appeal Engoron's judgment.

"This verdict is a manifest injustice — plain and simple. It is the culmination of a multi-year, politically fueled witch hunt that was designed to 'take down Donald Trump,' before Letitia James ever stepped foot into the Attorney General's office," she said in a statement. "Countless hours of testimony proved that there was no wrongdoing, no crime, and no victim."

She continued: "Let me make one thing perfectly clear: this is not just about Donald Trump — if this decision stands, it will serve as a signal to every single American that New York is no longer open for business."

A spokesperson for the Trump Organization also defended the company's financial dealings, calling the ruling a "gross miscarriage of justice."

"If the Attorney General is permitted to retroactively insert herself into private commercial transactions between sophisticated parties, no business transaction entered into in the State of New York will be beyond the attorney general's purview," the spokesperson said. "Every member of the New York business community, no matter the industry, should be gravely concerned with this gross overreach and brazen attempt by the attorney general to exert limitless power where no private or public harm has been established."

James brought the civil suit in 2022, asking the judge to bar Trump from doing business in the state and seeking a penalty of $250 million, a figure her office increased to $370 million by the end of the trial. 

Trump and his legal team long expected a defeat, with the former president decrying the case as "rigged" and a "sham" and his lawyers laying the groundwork for an appeal before the judgment was even issued. 

Even before Friday's ruling, the judge had largely affirmed James' allegations that Trump and others at his company inflated valuations of his properties by hundreds of millions of dollars over the course of a decade, and misrepresented his wealth by billions. The scheme , the state said, was meant to trick banks and insurers into offering more favorable deal terms.

Engoron ruled in September that Trump and the other defendants were liable for fraud , based on the evidence presented through pretrial filings.

The trial, which began in October  and wrapped up in January , focused on other aspects of the lawsuit related to alleged falsification of business records, issuing false financial statements, insurance fraud and conspiracy.

The financial penalty James sought, known as disgorgement, is meant to claw back the amount Trump and his company benefited from the scheme. (Under New York law, disgorgement cases are decided by a judge, not a jury .) 

Ivanka Trump, the former president's daughter and once an executive at the Trump Organization, was originally named as a defendant in the suit, but an appellate court later dismissed allegations against her, citing the state's statute of limitations.

What were the Trumps accused of?

The lawsuit laid out seven causes of actions — the claims of illegal conduct that James' office said entitled the state to claw back ill-gotten profits and warranted severe sanctions against the defendants:

  • Persistent and Repeated Fraud
  • Falsifying Business Records
  • Conspiracy to Falsify Business Records
  • Issuing False Financial Statements
  • Conspiracy to Falsify False Financial Statements
  • Insurance Fraud
  • Conspiracy to Commit Insurance Fraud

The claims revolve around financial statements given by Trump and his company to banks and insurers.  The statements were prepared by accounting firms using spreadsheets of underlying data that included vast inflations of Trump property valuations.

The defendants lost on the first claim, persistent and repeated fraud, before the trial even started.

While Trump can appeal, the judgment will take a toll on his finances in the process.

"Trump may have a shot at reducing the damages on appeal, but to appeal he has to post an appeal bond of $350 million in this case and $83 million in E. Jean Carroll's case . That will be costly," John Coffee, a Columbia University law professor and an expert on corporate governance and white collar crime, told CBS News .

The Sept. 26 fraud ruling

Engoron agreed in September with James' office that it was beyond dispute, based on evidence presented through pretrial filings, that Trump and his company provided banks with financial statements that misrepresented his wealth by billions.

"The documents here clearly contain fraudulent valuations that defendants used in business," Engoron wrote in the Sept. 26 ruling.

Engoron found as fact in that ruling that Trump and the company overstated the valuations of many properties by hundreds of millions of dollars. He cited the Palm Beach Assessor valuation of Trump's Mar-a-Lago club at between $18 million and $28 million for each year between 2011 and 2021 — the values for which he paid local property taxes. During those years, Trump valued the property at between $328 million and $714 million on his annual statements of financial conditions.

Trump seized on the Mar-a-Lago valuation, complaining about it frequently during public appearances, in social media posts, and in his own defense at trial.

Trump's testimony at the trial

Donald Trump and three of his children testified during the trial, which began on Oct. 2 and ran for more than three months. 

Ivanka Trump and her brothers said they couldn't recall many of the interactions at the center of the case, including deliberations related to efforts to secure financing and insurance for Trump property developments. Eric and Donald Trump Jr. both sought to pin blame on the company's accountants, claiming they had little involvement in the preparation of financial statements that misrepresented the values of company properties.

But Engoron determined that there was "sufficient evidence" that Eric and Donald Trump Jr. "intentionally falsified business records." He found that Eric Trump "intentionally" gave McConney "knowingly false and inflated valuations" for the Seven Springs estate, a Trump-owned property in Westchester County, New York.

The former president took the stand on Nov. 6 , stopping to address the media on his way into court. "It's a very sad situation for our country," he said.

Under oath, he gave long-winded answers, seeming to test the judge's patience. At one point Engoron addressed Trump's lawyers, saying, "We got another speech," and urging them to "control him if you can."

As questioning continued, Trump defended the valuations of various Trump Organization properties said the company's statements of financial condition included a disclaimer that absolved him of responsibility for inaccuracies.

Engoron's order criticized Trump for failing to answer many questions, which the judge said damaged his credibility.

"Overall, Donald Trump rarely responded to the questions asked, and he frequently interjected long, irrelevant speeches on issues far beyond the scope of the trial. His refusal to answer the questions directly, or in some cases, at all, severely compromised his credibility."

Lawyers for the Trumps argued that the financial statements were accurate and well done, and also that valuations are subjective. They said that documents James' lawyers called evidence of fraud were actually evidence of Trump's "genius." Any misrepresentations or breaks with accepted accounting practices were his accountants fault, they said.

The former president himself also blamed his accountants, but maintained that his financial statements actually undervalued his properties and net worth.

"I'm worth more than the numbers in the statement," Trump said.

–CBS News' Jake Rosen and Aimee Picchi contributed reporting.

  • The Trump Organization
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  • Letitia James

Graham Kates is an investigative reporter covering criminal justice, privacy issues and information security for CBS News Digital. Contact Graham at [email protected] or [email protected]

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Trump ordered to pay over $355M for fraudulent business practices in New York

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Former U.S. President Donald Trump and his lawyers Christopher Kise and Alina Habba attend the closing arguments in the Trump Organization civil fraud trial on Jan. 11 in New York City. Shannon Stapleton/Getty Images hide caption

Former U.S. President Donald Trump and his lawyers Christopher Kise and Alina Habba attend the closing arguments in the Trump Organization civil fraud trial on Jan. 11 in New York City.

A New York judge has ordered former President Donald Trump and executives at the Trump Organization to pay over $364 million in a civil fraud case, handing a win to New York Attorney General Letitia James, who sued Trump and his associates after a three-year investigation.

The Friday decision from Judge Arthur Engoron orders Trump and his flagship organization to pay the bulk of that amount: almost $355 million. Trump's two sons and co-defendants, Eric Trump and Donald Trump Jr., are each liable for $4 million. Allen Weisselberg, a former Trump Organization executive, is liable for $1 million. The total is even higher with interest — more than $450 million overall, according to the attorney general's office.

"Their complete lack of contrition and remorse borders on pathological. They are accused only of inflating asset values to make more money. The documents prove this over and over again. This is a venial sin, not a mortal sin," Engoron wrote in the court filing. "Yet, defendants are incapable of admitting the error of their ways."

Trump himself called the decision a "Complete and Total SHAM" in an emailed statement and repeated his accusation that the justice system overall is politically biased against him.

James, however, declared that "justice has been served."

"This is a tremendous victory for this state, this nation, and for everyone who believes that we all must play by the same rules — even former presidents," the state attorney general said in a statement.

Additional consequences

The judge also decided to limit Trump and his co-defendants' ability to do business in the Empire State. Trump and his companies are prohibited from serving as an officer or director of any New York business or applying for loans for three years. His sons are limited from similar leadership roles for two years.

Jeffrey McConney, ex-controller of the Trump Organization and also a defendant, was not ordered to pay any amount, but he and Weisselberg are permanently barred from serving in the financial control function of any New York corporation or similar business entity registered or licensed in New York state.

"This Court is not constituted to judge morality; it is constituted to find facts and apply the law. In this particular case, in applying the law to the facts, the Court intends to protect the integrity of the financial marketplace and, thus, the public as a whole," Engoron wrote.

The ruling comes at a crucial time for Trump, the front-runner for the Republican presidential nomination. Engoron's decision comes a day after another judge set the date for what could be Trump's first criminal trial, related to hush money payments issued during the 2016 election .

Trump's New York hush money trial will start March 25

Trump's New York hush money trial will start March 25

He is facing a combined 91 state and federal charges, including several related to his role to stay in office after he lost the 2020 presidential election to Joe Biden. But the charges have done little to dent Trump's popularity among his base. Instead, the charges appear to have bolstered his credentials, potentially setting up a rematch with Biden.

The facts of the case

Trump and his two older sons are accused of knowingly committing fraud by submitting financial statements that inflated the value of their properties and other assets. The lawsuit alleges that from 2011 to 2021, Donald Trump and his organization created more than 200 false valuations to inflate his net worth by billions of dollars with the goal of getting better business, insurance and banking deals.

Engoron had already determined that there was fraud and that the former president, his sons and other executives were liable.

Throughout the trial, legal teams argued whether the value of notable Trump properties, such as Manhattan's Trump Tower and 40 Wall Street, were inflated deliberately.

Documents shown during trial ranged from spreadsheets to signed financial statements. In one example, the attorney general's legal team showed that Trump's triplex in his eponymously named Manhattan building was marked as being almost 11,000 square feet in 1994 and later as 30,000 square feet. A Forbes magazine article in 2017 originally shed light on the discrepancy.

The former president and three of his children, Donald Jr., Eric and Ivanka, who is not a defendant, all took the stand to testify about the valuation process and their involvement in the Trump Organization. Testifying in November , Trump argued that the estimated property values were actually conservative, and he said that he relied on others to compile the statements. His sons also testified that they relied on others , including their accounting firm, to come up with the numbers — even as emails and documents showed the Trumps ultimately approved them.

In closing briefs, Trump's team doubled down on the argument that the three members of the Trump family did not have knowledge or involvement in the creation, preparation or use of the fraudulent financial statements.

Closing arguments concludes in Trump civil fraud trial in New York

Closing arguments concludes in Trump civil fraud trial in New York

Trump says he won't testify as planned in his civil fraud trial

Trump says he won't testify as planned in his civil fraud trial

Who else testified.

Witnesses included former Trump allies such as Michael Cohen and Weisselberg , who was also a defendant.

Cohen testified that it was his responsibility, along with that of Weisselberg , "to reverse-engineer the very different asset classes, increase those assets in order to achieve the numbers" Trump had asked for.

Weisselberg, however, testified that he couldn't remember whether he discussed the financial statements with Trump as they were finalized.

The decision on Friday comes as Trump continues to campaign for the presidency. He will likely appeal this ruling, as he has in the other cases where he has suffered legal setbacks. It may take years before he parts with any money in the case.

New York judge brings back gag order on Donald Trump in civil fraud trial

New York judge brings back gag order on Donald Trump in civil fraud trial

  • trump corp.
  • letetia james
  • judge arthur engoron
  • Former President Trump
  • new york state

Hefty fines, penalties will rock Trump family’s business and fortune

Facing enormous fines and strict oversight, the trump organization may be without a trump leading the way for the first time ever..

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For more than 100 years, since Donald Trump ’s grandfather started buying land in New York City, the Trump family has run a real estate business in New York.

Barring a successful legal appeal of Friday’s decision by a New York Supreme Court judge , that could change.

In his ruling on a months-long civil trial brought against Trump and his business by New York Attorney General Letitia James (D), Justice Arthur F. Engoron prohibited Trump from serving as an officer or director of any New York firm for three years. He barred Trump’s elder sons, Donald Trump Jr. and Eric Trump, from doing so for two years.

Trump’s eponymous company, Trump Organization, is already operating without a chief financial officer or a controller, according to the ruling.

“There is no one at the financial helm. There’s no CFO, no controller, and now you don’t have Eric Trump, Donald Trump Jr. or Donald Sr. running it,” said Boston College law professor Brian Quinn.

Whoever takes over the company will face a host of challenges in the short term.

After finding that Trump Organization executives had engaged in years of fraud by inflating their property values to get better insurance and tax rates, Engoron ordered that the company operate under the close eye of two overseers, a monitor and an independent director of compliance, to ensure compliance with financial reporting obligations.

In other words, Trump can remain the owner, but he has lost control.

The ruling also bars a number of the company’s units directly implicated in the ruling from seeking loans from any financial institutions registered in New York state for three years. That includes entities affiliated with the company’s office building at 40 Wall Street and its hotel in Chicago, as well the Trump Organization itself.

There are enormous fines and penalties to pay, provided they, too, are not overturned on appeal. Engoron ordered Trump to pay $354 million in penalties for ill-gotten real estate deals, such as the sale of his luxury D.C. hotel, plus around $100 million in interest. His adult sons were each ordered to pay more than $4 million — an amount equal to profits they made on the sale of the D.C. hotel — while the Trump Organization’s former financial chief was ordered to pay $1 million.

Since entering politics, Trump — who is again running for the White House and is closing in on the Republican presidential nomination — has moved some of his wealth out of real estate developments and into more liquid, cash positions, according to financial filings he’s made with the government.

Bloomberg Billionaires Index recently estimated Trump’s net worth at $3.1 billion, with about $600 million in cash assets. The fines and penalties levied by Engoron could eat into well over half of that fortune, accumulated over many years, and could prompt the company to sell more real estate if it wants to free up cash. Last year, Forbes downgraded its estimate of the former president’s net worth to $2.5 billion, $600 million less than its previous estimate.

“The financial penalties that are being placed on Trump and the Trump Organization are likely to put serious strain on Trump’s business in a way that hasn’t happened to date,” said New York Law School adjunct professor Steven M. Cohen, a former top official in the New York attorney general’s office, citing Friday’s decision and the recent $83.3 million verdict in E. Jean Carroll’s defamation lawsuit.

A look at all the civil penalties and judgements against Donald Trump in the last year

Cohen said Trump would have to post a bond covering full amount he owes in penalties and interest before he appeals Engoron’s ruling. The recent verdicts, he added, are “the one-two punch that I think are going to begin causing real problems” for Trump’s family business.

In response to the ruling, Trump wrote on Truth Social, his social network site, that the penalty amount was “outrageous” and that it was “based on nothing other than having built a GREAT COMPANY.” Clifford S. Robert, an attorney for the two elder Trump sons, called the decision “gross injustice” and said he was confident it would be overturned on appeal.

Trump still has the ability to make lots of money, not only through the golf courses, hotels and resorts that he operates but through speeches and other promotional businesses. A Washington Post review last July showed earnings of about $1 billion since his presidency ended. And on Thursday, the parent company of Truth Social won a key merger approval, which could give Trump a stake worth nearly $4 billion based on recent stock values.

A silver lining for Trump on Friday was that Engoron vacated his own earlier order to cancel all of Trump’s business “certificates” in the state. Had that order, which was already stayed by an appellate court, been enforced, experts said, Trump would have had to sell or transfer his marquee New York properties , including Trump Tower.

The former president did not say Friday who would lead his company should Engoron’s ruling stick, forcing out Trump’s son Eric, who has been running the Trump Organization since 2017. Donald Trump could turn to other Trumps to keep the company in his family’s hands. His daughter Ivanka was a senior real estate executive before she left business for politics. Her husband, Jared Kushner, has real estate experience. Perhaps Donald Trump’s wife, Melania, the former first lady, would want to give it a go.

Otherwise, Quinn said, the company may have to evolve away from the model that brought it success and notoriety for generations.

“This is going to be a business that will look very different,” Quinn said. “It won’t be a family-run business. It can be a family-owned business, but it won’t be a family-run business for the next several years.”

Shayna Jacobs in New York contributed to this report.

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What the Civil Fraud Ruling Means for Trump’s Finances and His Empire

Justice Arthur F. Engoron’s decision could drain all of former President Donald J. Trump’s cash, and will set his family business reeling.

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Donald Trump, in a dark suit and long blue tie, gestures behind a barricade.

By Jonah E. Bromwich and Ben Protess

Donald J. Trump lost his civil fraud trial on Friday , as a judge found him liable for violating state laws and penalized him nearly $355 million plus interest. In total, Mr. Trump is expected to have to pay more than $450 million.

The judge, Arthur F. Engoron, did not stop there. Along with other punishments, he also barred the former president from leading any company in the state, including portions of Mr. Trump’s family business, for three years. In doing so, he granted requests from the New York attorney general, who brought the case, accusing Mr. Trump of violating state laws by inflating his net worth in documents submitted to lenders.

Mr. Trump will appeal, and the case could take months if not years to resolve.

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The Civil Fraud Ruling on Donald Trump, Annotated

Former President Donald J. Trump was penalized $355 million plus interest and banned for three years from serving in any top roles at a New York company, including his own, in a ruling on Friday by Justice Arthur F. Engoron.

But Justice Engoron’s decision could inflict immediate pain, threatening the former president’s finances and his influence over the Trump family business, known as the Trump Organization. The threat is not existential — the judge did not dissolve the company, and Mr. Trump is not at risk of bankruptcy — but the decision dealt him a serious financial blow, along with a symbolic swipe at his billionaire image.

The attorney general, Letitia James, said in a news conference Friday evening that “when the powerful break the law and take more than their fair share, there are fewer resources available for working people, small businesses and families.”

She added: “There cannot be different rules for different people in this country, and former presidents are no exception.”

Here’s what we know about how the ruling affects Mr. Trump and his empire:

How will he pay the $450 million?

Mr. Trump has 30 days to come up with the money or secure a bond.

A company providing a bond will essentially assure the State of New York that Mr. Trump has the money to pay the judgments. The bond will prevent authorities from collecting while his appeals are heard.

However, Mr. Trump must find a company willing to write the bond as he faces a wide range of legal problems, including a separate $83.3 million judgment in a recent defamation case. A bonding company will charge a premium and could demand that Mr. Trump pledge cash and other liquid assets as collateral.

In recent years, Mr. Trump has amassed a stockpile of cash, but the judge’s ruling puts that at risk. Between the defamation case judgment and the $450 million he owes after Justice Engoron’s ruling, Mr. Trump might run out of cash.

That does not mean he will run out of money. He can sell one of his properties or seek a new mortgage to raise cash.

How did the judge calculate the penalty?

Ms. James sued Mr. Trump using a powerful law that allows her to recover funds that she says were obtained through fraud.

In court papers, Ms. James cited one of her expert witnesses from the trial, who calculated that amount as about $370 million, plus interest. She argued that Mr. Trump and the other defendants had not provided a specific response to the expert’s calculations.

The judge agreed, penalizing Mr. Trump for his profit on the recent sale of two properties, as well as the interest he saved by receiving favorable loans.

What is the immediate effect on the Trump Organization?

Mr. Trump’s business could reel.

The judge barred Mr. Trump from serving as an officer or director of a New York company for three years, and his adult sons for two. One of them, Eric Trump, is the Trump Organization’s de facto chief executive, and the ruling places the leadership of the business in uncertain territory.

Justice Engoron also prohibited Mr. Trump and his company from applying for loans with banks registered in New York for three years.

And he strengthened the hand of Barbara Jones, an independent monitor he has assigned to oversee the Trump Organization, extending her appointment for three years with new authority. She has been a thorn in the side of the company and Mr. Trump’s lawyers have railed against her, saying that her work has already cost them more than $2.5 million.

The judge asked Ms. Jones to appoint an independent director of compliance as her eyes and ears, reporting to her from within the company’s ranks.

What happened to Trump’s sons?

During closing arguments last month, Justice Engoron made a comment that suggested he might spare Mr. Trump’s adult sons.

“What evidence do you have — and I just haven’t seen it — that they knew that there was fraud?” the judge asked then.

Apparently, at some point in the past few weeks he saw it. On Friday, he found that they had violated several laws while conspiring to overvalue their assets.

He wrote in his ruling that there was “sufficient evidence” that Donald Trump Jr. and Eric Trump had intentionally falsified business records, noting that Eric Trump provided the company’s former controller “with knowingly false and inflated valuations” for one property.

Each is on the hook for about $4 million.

What comes next?

As punishing as the judge’s ruling on Friday may have been, it was just a prelude.

On Thursday, a judge scheduled the first of Mr. Trump’s criminal trials for March 25. The Manhattan district attorney’s office has charged Mr. Trump with 34 felonies, accusing him of covering up a sex scandal that could have hurt his chances in the 2016 presidential election.

If convicted, the former president could be sentenced to up to four years in prison. And because the case was brought by state prosecutors, Mr. Trump could not pardon himself if he were to be re-elected.

Claire Fahy contributed reporting.

Jonah E. Bromwich covers criminal justice in New York, with a focus on the Manhattan district attorney's office, state criminal courts in Manhattan and New York City's jails. More about Jonah E. Bromwich

Ben Protess is an investigative reporter at The Times, writing about public corruption. He has been covering the various criminal investigations into former President Trump and his allies. More about Ben Protess

IMAGES

  1. What is a Business Case Study and How to Write with Examples

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  2. CASE STUDY: How Zappos Win The Heart Of Customers By Putting Their Core

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  3. 15+ Professional Case Study Examples [Design Tips + Templates]

    company case study values

  4. 15+ Professional Case Study Examples [Design Tips + Templates]

    company case study values

  5. 15+ Professional Case Study Examples [Design Tips + Templates]

    company case study values

  6. 15+ Case Study Examples, Design Tips & Templates

    company case study values

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COMMENTS

  1. It's Time to Take a Fresh Look at Your Company's Values

    Summary. As you think ahead to what may be the "new normal," now is a perfect opportunity to refresh what your organization stands for. It's almost certain that your old mission, vision, and ...

  2. Core values case study: how we built an award-winning team

    A big, hairy, audacious goal (BHAG) Vivid descriptions that bring the envisioned future to life Purpose and goals: Where we are going At Boost, our purpose is: Supporting others to create positive and lasting impacts Our goals are set out in our roadmap for the future: Boost 2026.

  3. A Case Study in Why Core Values Are Crucially Important

    RULIO rules. A visitor to one of our offices might be confused to hear the word rulio tossed around a lot. "That wasn't very rulio of me," for example. It's actually an acronym, but it's used so...

  4. Aligning Values to CSR: A LEGO Case Study

    Aligning Values to CSR: A LEGO Case Study - Millie Aligning Values to CSR: A LEGO Case Study The role of business in society is evolving - and was evolving even before COVID-19 forced companies to pivot how they engage with customers, employees and other stakeholders.

  5. Business Case Study: Unilever Corporate Culture & Values

    If you have, you know Unilever. With over 148,000 employees and $50 billion in revenue, Unilever is one of the top consumer goods companies in the world. Born from an 1885 British-Dutch ...

  6. Company Culture Is Everyone's Responsibility

    Summary. A top down approach to building company culture no longer works for several reasons. For one, Covid-19 has upended how leaders interact with employees and how coworkers connect with...

  7. Build a Culture That Aligns with People's Values

    As leaders grapple with how to recruit top candidates and retain employees, they must rethink how they're shaping and building a culture that unites people around a common cause. Great culture ...

  8. Values & Beliefs: Articles, Research, & Case Studies on Values

    by Pedro Bordalo, Katherine B. Coffman, Nicola Gennaioli, and Andrei Shleifer. The pandemic presents a unique opportunity to investigate formation of beliefs about an unprecedented, widespread, and life-threatening event. One finding: COVID-19 makes the prospect of disease and death particularly salient for the young.

  9. 15 Tips To Showcase A Brand's Value Proposition With Case Studies

    9. Promote Case Studies Via Paid, Earned And Owned Channels. A happy customer willing to share their success with you is marketing gold—don't diminish its shine by only posting a case study on ...

  10. A Guiding Star During Coronavirus: Your Company Values

    In one Gallup case study, a financial institution increased its net profit by 85% in a five-year period by undergoing a culture transformation process that started with clarifying its core values.

  11. How to Write an Effective Case Study: Examples & Templates

    Case study examples. Case studies are proven marketing strategies in a wide variety of B2B industries. Here are just a few examples of a case study: Amazon Web Services, Inc. provides companies with cloud computing platforms and APIs on a metered, pay-as-you-go basis.

  12. Company Case Study 4: Boxmarche—A Heritage of Values for a Virtuous

    The empirical study was developed according to a qualitative approach and a case study methodology (Eisenhardt 1989; Eisenhardt and Graebner 2007; Yin 2003) aimed at understanding which ethical values and virtues the entrepreneurs possess and how they foster the company's CSR strategies and practices.. BoxMarche has been selected since it is part of a sample of Italian best-practicing SMEs ...

  13. A Case Study in Why Core Values Are Crucially Important

    When faced with a difficult situation, employees can use the company's core values to guide them in making a decision. This can help to ensure that everyone is on the same page and that decisions ...

  14. 56 Core Company Values That Will Shape Your Culture & Inspire Your

    Keeping your values consistent with your objectives can help create an authentic brand image and foster trust among your customers, partners, and employees. It will also help attract and retain employees who have the same beliefs, resulting in a more cohesive and effective staff. 5. Adaptable.

  15. Company Values: The Definitive Guide With Top Examples

    Aug 16, 2023 Communications 20 minute read Having defined company values not only benefits employee engagement and how employees interact with your organization but can influence if someone wants to support your business. Your core company values shape the work environment and the business decisions your leadership teams will make.

  16. Why It's Good for Business When Customers Share Your Values

    There is a very strong business case for acting on values. A $100 billion company I worked with discovered that there was a high return on investment from acting on its values and making sure customers knew about that. In fact, the return was many times greater than the ROI from its investments in upgraded technology or marketing campaigns.

  17. Stone Brewing: A Case Study in Culture and Values Alignment

    In the end, the team landed on these four core value: Fearless Leadership, Creative Risk Taking, Revolutionary Spirit, and Team Stone. We left Wagner and his Culture Action Team with a roadmap for integrating the core values into Stone's culture.

  18. Case Studies

    December 2, 2022 - ECU Worldwide, one of the largest less-than-container-load shipping companies in the world, chose to innovate during the COVID-19 pandemic, working with McKinsey to become tech enabled and revamp its organizational structure. 988: Three digits and the nationwide effort to help millions in crisis September 9, 2022 -

  19. PDF Company Values

    Company Values - A Case Study ... Value Added: The study, ... In general, values constitute a company's culture as its crucial elements (Chmura, 2011; Murphy & Mowry,

  20. Case Study: Creating and Launching New Company Values

    Case Study: Creating and Launching New Company Values Posted on July 28, 2014by Jill Hart Situation Defining the values for a pharma spin-off company involved a nine month process of engaging employees to define what kind of culture they wanted for their new company.

  21. 16 case study examples [+ 3 templates]

    I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services. To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways. What is a case study?

  22. Top 40 Most Popular Case Studies of 2021

    Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT's list, describes the company's struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy.

  23. 28 Case Study Examples Every Marketer Should See

    Caroline Forsey 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.

  24. Some virtual care companies putting patient data at risk, new study

    Dr. Sheryl Spithoff, a physician and scientist at Women's College Hospital in Toronto, co-authored a new study that found the for-profit virtual care industry valued patient data and 'appears to ...

  25. Judge in Trump's New York fraud case orders him to pay $354 million in

    Trump fined $354M in civil fraud case, cannot do business in New York for 3 years 33:42. Former President Donald Trump and the Trump Organization must pay $354 million in fines — a total that ...

  26. N.Y. judge orders Trump and executives to pay over $364 million in

    The facts of the case. Trump and his two older sons are accused of knowingly committing fraud by submitting financial statements that inflated the value of their properties and other assets. The ...

  27. Trump's Civil Fraud Trial Penalty Was Made Possible by This New York

    Feb. 16, 2024 Updated 9:59 a.m. ET. When a New York judge delivers a final ruling in Donald J. Trump's civil fraud trial as soon as Friday, the former president could face hundreds of millions ...

  28. How the civil fraud trial ruling impacts Trump, his businesses, net

    February 16, 2024 at 8:54 p.m. EST. Barring a successful appeal, Friday's ruling in a civil trial brought against former president Donald Trump and his business will bar Trump from serving as an ...

  29. What the Civil Fraud Ruling Means for Trump's Finances and His Empire

    However, Mr. Trump must find a company willing to write the bond as he faces a wide range of legal problems, including a separate $83.3 million judgment in a recent defamation case. A bonding ...