Case Study Format Types: Match Format with Business Goals

Explore the different case study formats and their unique strengths & weaknesses. Learn what to consider in our in-depth guide.


Dominika Krukowska

8 minute read

Case study format

Short answer

What is a case study?

A case study is a comprehensive analysis of a specific situation or event, often involving a particular organization, company, or industry. It is used as a research method to examine a complex problem or issue and provide detailed insights, observations, and recommendations for potential solutions.

Case studies often include detailed information about the background, context, and relevant stakeholders, as well as data and evidence to support the findings. They are commonly used in fields such as business, education, and social sciences to enhance understanding and inform decision making.


To learn more about business case studies, check out our article about the meaning, benefits and application of case studies in business

Whether you're a student looking to ace your next assignment or a business professional looking to make a strong case for your company's product or service, understanding the different case study formats is crucial.

In this blog post, we'll be diving deep and discussing everything from the different types of case study formats, to the strengths and weaknesses of each format, to even some case study samples to help you get started. So grab a coffee, settle in, and let's get going!

What are the main types of business case studies?

When it comes to analyzing real-world business situations, case studies are a valuable resource. But did you know there are actually several different types of business case studies, each with their own unique purpose and approach? Let's dive into the main types of case studies and what makes them stand out.


  1. Descriptive case study: A descriptive case study focuses on providing a comprehensive look at a specific business phenomenon or problem. Its goal is to paint a complete picture of a topic or issue, often with a qualitative approach.

  2. Explanatory case study: An explanatory case study seeks to understand the relationship between cause and effect. It uses quantitative research methods and statistical analysis to identify the factors contributing to a business problem or issue.

  3. Exploratory case study: An exploratory case study is conducted to learn more about a new or poorly understood business phenomenon. Its aim is to gain initial insights into a topic and identify potential areas for further research. These case studies often adopt a qualitative approach.

  4. Intrinsic case study: An intrinsic case study delves into one individual or case to gain a rich understanding of a specific phenomenon or problem. This type of study is common in fields such as psychology and sociology to analyze complex human behavior.

  5. Instrumental case study: An instrumental case study uses one case or individual to test a specific theory or hypothesis. Its goal is to see how a particular strategy or approach impacts business performance.

  6. Collective case study: A collective case study examines multiple cases or individuals to gain a comprehensive understanding of a particular business situation. This type of case study is often used in fields such as business and management to see the impacts of a strategy or approach across different organizations or industries.


Which type of case study to use depends on the research question, data available, and the goals of the study. Whether you're exploring a new business phenomenon or testing a hypothesis, there's a case study type for every need!

What should you include in a case study?

The case study format for students is generally the same as the business case study format. While they serve different purposes, to be effective, they need to include the same elements:


  1. Introduction: Hook your readers in with a brief overview that sets the scene for the case study and outlines the main objective and key insights they'll gain.

  2. Background: Paint a picture of the case study's subject by providing a detailed background, including relevant history, key players, and other important information.

  3. Problem or Opportunity: Describe the challenge faced by the subject in a way that makes it easy for readers to understand and appreciate.

  4. Solution or Approach: Showcase the steps taken by the subject to tackle the problem or seize the opportunity, including any products or services used. Let readers see the creative thinking and effort that went into finding a solution.

  5. Results: Demonstrate the impact of the subject's actions by presenting clear and concise data, images, or graphics. Show readers the tangible outcomes and benefits that resulted from the subject's efforts.

  6. Conclusion: Sum up the key takeaways and provide recommendations or lessons learned. Make sure your conclusion is impactful and memorable so that readers will leave with a strong understanding of the case study's main points.

  7. Supporting data and graphics: Make your case study visually appealing by incorporating charts, images, and tables that help illustrate key points. Make sure that the data is accurate and relevant, as it will make the case study more credible and trustworthy.

What are the main business case study formats?

Problem-solution case study

The first case report format is the "problem-solution" case study. This type of case study focuses on a specific problem that a customer faced and how the company's product or service helped solve it. This format is effective at showing how the company's offering is relevant to the customer's needs and can help potential customers see how the product or service can benefit them.


Advantages:

  • Showcases the relevance of the company's offering to the customer's specific needs

  • Helps potential customers see how the product or service can benefit them

  • Demonstrates the company's expertise and ability to solve specific problems


Disadvantages:

  • May not be able to demonstrate the full impact of the company's offering on the customer's business

  • May not be able to highlight long-term results or overall positive impact


Before-and-after case study

Another popular format is the "before-and-after" case study. This format highlights the customer's situation before using the company's product or service and the positive changes that occurred after implementing it. This format is effective at demonstrating the tangible results that the company's offering can produce and can help potential customers envision the potential impact on their own business.


Advantages:

  • Effectively demonstrates the tangible results that the company's offering can produce

  • Helps potential customers envision the potential impact on their own business

  • Provides a clear and measurable outcome to the customer's problem


Disadvantages:

  • May not be able to provide a full picture of the customer's overall experience with the company

  • May not be able to highlight the positive outcomes that resulted from using the product or service


Success story case study

The "success story" format is a dynamic way to showcase a customer's journey with a company and the incredible results that came from it. This type of case study highlights the full value of the company's offering and the substantial impact it had on the customer's business.


Advantages:

  • Engaging way to present the customer's overall experience with the company

  • Highlights the full value of the company's offering and the impact on the customer's business

  • Provides a comprehensive view of the customer's journey with the company


Disadvantages:

  • May not delve into the specific problem the customer faced

  • May not clearly show how the company's product or service directly solved the problem


Customer testimonial case study

Lastly, the "customer testimonial" format is a more personal and relatable case study format. This format features a direct quote from a satisfied customer and their experience with the company's product or service. This format is particularly effective at building trust with potential customers and showing the human side of the company.


Advantages:

  • Personal and relatable format that can build trust with potential customers

  • Shows the human side of the company


Disadvantages:

  • May not be able to provide a full picture of the customer's overall experience with the company

  • May not be able to highlight the specific problem that the customer faced and how the company's product or service helped solve it

  • May not be able to demonstrate the tangible results that the company's offering can produce

Case study format example

Creating a case study can be an exciting yet challenging task. If you're new to writing case studies, it can be helpful to refer to case study samples and analyze their format. By doing so, you can gain a better understanding of what a completed case study should look like and learn some key elements to include in your own work.

When browsing through case study samples, pay attention to their structure and organization, as well as the style of writing used. Keeping this in mind, it's crucial to choose the right format for your case study sample.

To make things easier, Storydoc offers a variety of pre-built case study templates that have been expertly designed to ensure your case study is professional and well-organized. Our cloud-based tool not only provides a solid foundation for your case study, but it also offers a range of features that make the writing process a breeze. With our intuitive interface, you can easily add and rearrange sections and insert interactive elements such as images and charts.

So why struggle with creating the perfect case study sample format on your own? Give Storydoc a try and see how it can simplify and enhance your case study writing process. Trust us, you won't regret it!

Dominika Krukowska

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

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