Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.
Short answer
A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.
A boring case study presentation doesn't just risk putting your audience to sleep—it can actually stifle your growth, leading to lost sales and overlooked opportunities. When your case study fails to inspire, it's your bottom line that suffers.
Interactive elements are the secret sauce for successful case study presentations.
They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully, proving that the winning deck is not a monologue but a conversation that involves the reader.
More decks read in full
Longer average reading time
In this post, I’ll help you shape your case studies into compelling narratives that hook your audience, make your successes shine, and drive the results you're aiming for.
Let’s go!
Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.
Here's how you can do it:
Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.
Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.
Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.
Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41%.
Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.
Here's a visual representation of what a successful case study presentation should do:
Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action. In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.
4 best format types for a business case study presentation:
Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types.
I also recommend watching this video breaking down the 9-step process for writing a case study:
An effective case study presentation contains 7 key elements:
To learn more about what should go in each of these sections, check out our post on what is a case study.
Storytelling is the heart of an engaging case study presentation. It involves more than just stringing events together. You should weave an emotional journey that your audience can relate to.
Begin with the challenge—illustrate the magnitude of the problem that was faced. Then, introduce your solution as the hero that comes to the rescue.
As you progress, ensure your narrative highlights the transformative journey from the problem state to the successful outcome.
Here’s our recommended storyline framework:
Based on BJ Fogg's behavior model, successful motivation involves 3 components:
Motivation is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution. Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.
Ability refers to making the desired action easy to perform. Show how straightforward it is to implement your solution. Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.
Prompt is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built. It should leave your audience with no doubt about what to do next and why they should do it.
Here’s how you can do it with Storydoc:
Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.
Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.
Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.
A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.
A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.
Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.
Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.
However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.
It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.
Which of these presentations would you prefer to read?
Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.
It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.
To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.
This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).
Here’s an example of Storydoc scrollytelling:
Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.
Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end.
In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.
Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.
As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience, demonstrating respect for your audience's viewing preferences.
Here’s what a traditional static presentation looks like as opposed to a responsive deck:
Creating a case study presentation usually involves wrestling with a website builder.
It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.
Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.
By switching to Storydoc’s interactive case study creator, you won’t need a tech guru or a design whizz, just your own creativity.
You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.
Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.
Let’s take a deep dive into some standout case studies.
These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.
Case study
What makes this deck great:
Light mode case study
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Marketing case study
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UX case study
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Business case study
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Modern case study
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Real estate case study
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Medical case study
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Dark mode case study
What makes this deck great:
Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.
So, why start from zero when interactive case study templates can take you halfway up?
Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.
Try Storydoc interactive case study creator for 14 days free (keep any presentation you make forever!)