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• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

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In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

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The Ultimate Guide to Qualitative Research - Part 1: The Basics

• Introduction and overview
• What is qualitative research?
• What is qualitative data?
• Examples of qualitative data
• Qualitative vs. quantitative research
• Mixed methods
• Qualitative research preparation
• Theoretical perspective
• Theoretical framework
• Literature reviews

Research question

• Conceptual framework
• Conceptual vs. theoretical framework

Data collection

• Qualitative research methods
• Focus groups
• Observational research

What is a case study?

Applications for case study research, what is a good case study, process of case study design, benefits and limitations of case studies.

• Ethnographical research
• Ethical considerations
• Confidentiality and privacy
• Power dynamics
• Reflexivity

Case studies

Case studies are essential to qualitative research , offering a lens through which researchers can investigate complex phenomena within their real-life contexts. This chapter explores the concept, purpose, applications, examples, and types of case studies and provides guidance on how to conduct case study research effectively.

Whereas quantitative methods look at phenomena at scale, case study research looks at a concept or phenomenon in considerable detail. While analyzing a single case can help understand one perspective regarding the object of research inquiry, analyzing multiple cases can help obtain a more holistic sense of the topic or issue. Let's provide a basic definition of a case study, then explore its characteristics and role in the qualitative research process.

Definition of a case study

A case study in qualitative research is a strategy of inquiry that involves an in-depth investigation of a phenomenon within its real-world context. It provides researchers with the opportunity to acquire an in-depth understanding of intricate details that might not be as apparent or accessible through other methods of research. The specific case or cases being studied can be a single person, group, or organization – demarcating what constitutes a relevant case worth studying depends on the researcher and their research question .

Among qualitative research methods , a case study relies on multiple sources of evidence, such as documents, artifacts, interviews , or observations , to present a complete and nuanced understanding of the phenomenon under investigation. The objective is to illuminate the readers' understanding of the phenomenon beyond its abstract statistical or theoretical explanations.

Characteristics of case studies

Case studies typically possess a number of distinct characteristics that set them apart from other research methods. These characteristics include a focus on holistic description and explanation, flexibility in the design and data collection methods, reliance on multiple sources of evidence, and emphasis on the context in which the phenomenon occurs.

Furthermore, case studies can often involve a longitudinal examination of the case, meaning they study the case over a period of time. These characteristics allow case studies to yield comprehensive, in-depth, and richly contextualized insights about the phenomenon of interest.

The role of case studies in research

Case studies hold a unique position in the broader landscape of research methods aimed at theory development. They are instrumental when the primary research interest is to gain an intensive, detailed understanding of a phenomenon in its real-life context.

In addition, case studies can serve different purposes within research - they can be used for exploratory, descriptive, or explanatory purposes, depending on the research question and objectives. This flexibility and depth make case studies a valuable tool in the toolkit of qualitative researchers.

Remember, a well-conducted case study can offer a rich, insightful contribution to both academic and practical knowledge through theory development or theory verification, thus enhancing our understanding of complex phenomena in their real-world contexts.

What is the purpose of a case study?

Case study research aims for a more comprehensive understanding of phenomena, requiring various research methods to gather information for qualitative analysis . Ultimately, a case study can allow the researcher to gain insight into a particular object of inquiry and develop a theoretical framework relevant to the research inquiry.

Why use case studies in qualitative research?

Using case studies as a research strategy depends mainly on the nature of the research question and the researcher's access to the data.

Conducting case study research provides a level of detail and contextual richness that other research methods might not offer. They are beneficial when there's a need to understand complex social phenomena within their natural contexts.

The explanatory, exploratory, and descriptive roles of case studies

Case studies can take on various roles depending on the research objectives. They can be exploratory when the research aims to discover new phenomena or define new research questions; they are descriptive when the objective is to depict a phenomenon within its context in a detailed manner; and they can be explanatory if the goal is to understand specific relationships within the studied context. Thus, the versatility of case studies allows researchers to approach their topic from different angles, offering multiple ways to uncover and interpret the data .

The impact of case studies on knowledge development

Case studies play a significant role in knowledge development across various disciplines. Analysis of cases provides an avenue for researchers to explore phenomena within their context based on the collected data.

This can result in the production of rich, practical insights that can be instrumental in both theory-building and practice. Case studies allow researchers to delve into the intricacies and complexities of real-life situations, uncovering insights that might otherwise remain hidden.

Types of case studies

In qualitative research , a case study is not a one-size-fits-all approach. Depending on the nature of the research question and the specific objectives of the study, researchers might choose to use different types of case studies. These types differ in their focus, methodology, and the level of detail they provide about the phenomenon under investigation.

Understanding these types is crucial for selecting the most appropriate approach for your research project and effectively achieving your research goals. Let's briefly look at the main types of case studies.

Exploratory case studies

Exploratory case studies are typically conducted to develop a theory or framework around an understudied phenomenon. They can also serve as a precursor to a larger-scale research project. Exploratory case studies are useful when a researcher wants to identify the key issues or questions which can spur more extensive study or be used to develop propositions for further research. These case studies are characterized by flexibility, allowing researchers to explore various aspects of a phenomenon as they emerge, which can also form the foundation for subsequent studies.

Descriptive case studies

Descriptive case studies aim to provide a complete and accurate representation of a phenomenon or event within its context. These case studies are often based on an established theoretical framework, which guides how data is collected and analyzed. The researcher is concerned with describing the phenomenon in detail, as it occurs naturally, without trying to influence or manipulate it.

Explanatory case studies

Explanatory case studies are focused on explanation - they seek to clarify how or why certain phenomena occur. Often used in complex, real-life situations, they can be particularly valuable in clarifying causal relationships among concepts and understanding the interplay between different factors within a specific context.

Intrinsic, instrumental, and collective case studies

These three categories of case studies focus on the nature and purpose of the study. An intrinsic case study is conducted when a researcher has an inherent interest in the case itself. Instrumental case studies are employed when the case is used to provide insight into a particular issue or phenomenon. A collective case study, on the other hand, involves studying multiple cases simultaneously to investigate some general phenomena.

Each type of case study serves a different purpose and has its own strengths and challenges. The selection of the type should be guided by the research question and objectives, as well as the context and constraints of the research.

The flexibility, depth, and contextual richness offered by case studies make this approach an excellent research method for various fields of study. They enable researchers to investigate real-world phenomena within their specific contexts, capturing nuances that other research methods might miss. Across numerous fields, case studies provide valuable insights into complex issues.

Critical information systems research

Case studies provide a detailed understanding of the role and impact of information systems in different contexts. They offer a platform to explore how information systems are designed, implemented, and used and how they interact with various social, economic, and political factors. Case studies in this field often focus on examining the intricate relationship between technology, organizational processes, and user behavior, helping to uncover insights that can inform better system design and implementation.

Health research

Health research is another field where case studies are highly valuable. They offer a way to explore patient experiences, healthcare delivery processes, and the impact of various interventions in a real-world context.

Case studies can provide a deep understanding of a patient's journey, giving insights into the intricacies of disease progression, treatment effects, and the psychosocial aspects of health and illness.

Asthma research studies

Specifically within medical research, studies on asthma often employ case studies to explore the individual and environmental factors that influence asthma development, management, and outcomes. A case study can provide rich, detailed data about individual patients' experiences, from the triggers and symptoms they experience to the effectiveness of various management strategies. This can be crucial for developing patient-centered asthma care approaches.

Other fields

Apart from the fields mentioned, case studies are also extensively used in business and management research, education research, and political sciences, among many others. They provide an opportunity to delve into the intricacies of real-world situations, allowing for a comprehensive understanding of various phenomena.

Case studies, with their depth and contextual focus, offer unique insights across these varied fields. They allow researchers to illuminate the complexities of real-life situations, contributing to both theory and practice.

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Understanding the key elements of case study design is crucial for conducting rigorous and impactful case study research. A well-structured design guides the researcher through the process, ensuring that the study is methodologically sound and its findings are reliable and valid. The main elements of case study design include the research question , propositions, units of analysis, and the logic linking the data to the propositions.

The research question is the foundation of any research study. A good research question guides the direction of the study and informs the selection of the case, the methods of collecting data, and the analysis techniques. A well-formulated research question in case study research is typically clear, focused, and complex enough to merit further detailed examination of the relevant case(s).

Propositions

Propositions, though not necessary in every case study, provide a direction by stating what we might expect to find in the data collected. They guide how data is collected and analyzed by helping researchers focus on specific aspects of the case. They are particularly important in explanatory case studies, which seek to understand the relationships among concepts within the studied phenomenon.

Units of analysis

The unit of analysis refers to the case, or the main entity or entities that are being analyzed in the study. In case study research, the unit of analysis can be an individual, a group, an organization, a decision, an event, or even a time period. It's crucial to clearly define the unit of analysis, as it shapes the qualitative data analysis process by allowing the researcher to analyze a particular case and synthesize analysis across multiple case studies to draw conclusions.

Argumentation

This refers to the inferential model that allows researchers to draw conclusions from the data. The researcher needs to ensure that there is a clear link between the data, the propositions (if any), and the conclusions drawn. This argumentation is what enables the researcher to make valid and credible inferences about the phenomenon under study.

Understanding and carefully considering these elements in the design phase of a case study can significantly enhance the quality of the research. It can help ensure that the study is methodologically sound and its findings contribute meaningful insights about the case.

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Conducting a case study involves several steps, from defining the research question and selecting the case to collecting and analyzing data . This section outlines these key stages, providing a practical guide on how to conduct case study research.

Defining the research question

The first step in case study research is defining a clear, focused research question. This question should guide the entire research process, from case selection to analysis. It's crucial to ensure that the research question is suitable for a case study approach. Typically, such questions are exploratory or descriptive in nature and focus on understanding a phenomenon within its real-life context.

Selecting and defining the case

The selection of the case should be based on the research question and the objectives of the study. It involves choosing a unique example or a set of examples that provide rich, in-depth data about the phenomenon under investigation. After selecting the case, it's crucial to define it clearly, setting the boundaries of the case, including the time period and the specific context.

Previous research can help guide the case study design. When considering a case study, an example of a case could be taken from previous case study research and used to define cases in a new research inquiry. Considering recently published examples can help understand how to select and define cases effectively.

Developing a detailed case study protocol

A case study protocol outlines the procedures and general rules to be followed during the case study. This includes the data collection methods to be used, the sources of data, and the procedures for analysis. Having a detailed case study protocol ensures consistency and reliability in the study.

The protocol should also consider how to work with the people involved in the research context to grant the research team access to collecting data. As mentioned in previous sections of this guide, establishing rapport is an essential component of qualitative research as it shapes the overall potential for collecting and analyzing data.

Collecting data

Gathering data in case study research often involves multiple sources of evidence, including documents, archival records, interviews, observations, and physical artifacts. This allows for a comprehensive understanding of the case. The process for gathering data should be systematic and carefully documented to ensure the reliability and validity of the study.

Analyzing and interpreting data

The next step is analyzing the data. This involves organizing the data , categorizing it into themes or patterns , and interpreting these patterns to answer the research question. The analysis might also involve comparing the findings with prior research or theoretical propositions.

Writing the case study report

The final step is writing the case study report . This should provide a detailed description of the case, the data, the analysis process, and the findings. The report should be clear, organized, and carefully written to ensure that the reader can understand the case and the conclusions drawn from it.

Each of these steps is crucial in ensuring that the case study research is rigorous, reliable, and provides valuable insights about the case.

The type, depth, and quality of data in your study can significantly influence the validity and utility of the study. In case study research, data is usually collected from multiple sources to provide a comprehensive and nuanced understanding of the case. This section will outline the various methods of collecting data used in case study research and discuss considerations for ensuring the quality of the data.

Interviews are a common method of gathering data in case study research. They can provide rich, in-depth data about the perspectives, experiences, and interpretations of the individuals involved in the case. Interviews can be structured , semi-structured , or unstructured , depending on the research question and the degree of flexibility needed.

Observations

Observations involve the researcher observing the case in its natural setting, providing first-hand information about the case and its context. Observations can provide data that might not be revealed in interviews or documents, such as non-verbal cues or contextual information.

Documents and artifacts

Documents and archival records provide a valuable source of data in case study research. They can include reports, letters, memos, meeting minutes, email correspondence, and various public and private documents related to the case.

These records can provide historical context, corroborate evidence from other sources, and offer insights into the case that might not be apparent from interviews or observations.

Physical artifacts refer to any physical evidence related to the case, such as tools, products, or physical environments. These artifacts can provide tangible insights into the case, complementing the data gathered from other sources.

Ensuring the quality of data collection

Determining the quality of data in case study research requires careful planning and execution. It's crucial to ensure that the data is reliable, accurate, and relevant to the research question. This involves selecting appropriate methods of collecting data, properly training interviewers or observers, and systematically recording and storing the data. It also includes considering ethical issues related to collecting and handling data, such as obtaining informed consent and ensuring the privacy and confidentiality of the participants.

Data analysis

Analyzing case study research involves making sense of the rich, detailed data to answer the research question. This process can be challenging due to the volume and complexity of case study data. However, a systematic and rigorous approach to analysis can ensure that the findings are credible and meaningful. This section outlines the main steps and considerations in analyzing data in case study research.

Organizing the data

The first step in the analysis is organizing the data. This involves sorting the data into manageable sections, often according to the data source or the theme. This step can also involve transcribing interviews, digitizing physical artifacts, or organizing observational data.

Categorizing and coding the data

Once the data is organized, the next step is to categorize or code the data. This involves identifying common themes, patterns, or concepts in the data and assigning codes to relevant data segments. Coding can be done manually or with the help of software tools, and in either case, qualitative analysis software can greatly facilitate the entire coding process. Coding helps to reduce the data to a set of themes or categories that can be more easily analyzed.

Identifying patterns and themes

After coding the data, the researcher looks for patterns or themes in the coded data. This involves comparing and contrasting the codes and looking for relationships or patterns among them. The identified patterns and themes should help answer the research question.

Interpreting the data

Once patterns and themes have been identified, the next step is to interpret these findings. This involves explaining what the patterns or themes mean in the context of the research question and the case. This interpretation should be grounded in the data, but it can also involve drawing on theoretical concepts or prior research.

Verification of the data

The last step in the analysis is verification. This involves checking the accuracy and consistency of the analysis process and confirming that the findings are supported by the data. This can involve re-checking the original data, checking the consistency of codes, or seeking feedback from research participants or peers.

Like any research method , case study research has its strengths and limitations. Researchers must be aware of these, as they can influence the design, conduct, and interpretation of the study.

Understanding the strengths and limitations of case study research can also guide researchers in deciding whether this approach is suitable for their research question . This section outlines some of the key strengths and limitations of case study research.

Benefits include the following:

• Rich, detailed data: One of the main strengths of case study research is that it can generate rich, detailed data about the case. This can provide a deep understanding of the case and its context, which can be valuable in exploring complex phenomena.
• Flexibility: Case study research is flexible in terms of design , data collection , and analysis . A sufficient degree of flexibility allows the researcher to adapt the study according to the case and the emerging findings.
• Real-world context: Case study research involves studying the case in its real-world context, which can provide valuable insights into the interplay between the case and its context.
• Multiple sources of evidence: Case study research often involves collecting data from multiple sources , which can enhance the robustness and validity of the findings.

On the other hand, researchers should consider the following limitations:

• Generalizability: A common criticism of case study research is that its findings might not be generalizable to other cases due to the specificity and uniqueness of each case.
• Time and resource intensive: Case study research can be time and resource intensive due to the depth of the investigation and the amount of collected data.
• Complexity of analysis: The rich, detailed data generated in case study research can make analyzing the data challenging.
• Subjectivity: Given the nature of case study research, there may be a higher degree of subjectivity in interpreting the data , so researchers need to reflect on this and transparently convey to audiences how the research was conducted.

Being aware of these strengths and limitations can help researchers design and conduct case study research effectively and interpret and report the findings appropriately.

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Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

Table of Contents

A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation.

It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied. Case studies typically involve multiple sources of data, including interviews, observations, documents, and artifacts, which are analyzed using various techniques, such as content analysis, thematic analysis, and grounded theory. The findings of a case study are often used to develop theories, inform policy or practice, or generate new research questions.

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

A single-case study is an in-depth analysis of a single case. This type of case study is useful when the researcher wants to understand a specific phenomenon in detail.

For Example , A researcher might conduct a single-case study on a particular individual to understand their experiences with a particular health condition or a specific organization to explore their management practices. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a single-case study are often used to generate new research questions, develop theories, or inform policy or practice.

Multiple-Case Study

A multiple-case study involves the analysis of several cases that are similar in nature. This type of case study is useful when the researcher wants to identify similarities and differences between the cases.

For Example, a researcher might conduct a multiple-case study on several companies to explore the factors that contribute to their success or failure. The researcher collects data from each case, compares and contrasts the findings, and uses various techniques to analyze the data, such as comparative analysis or pattern-matching. The findings of a multiple-case study can be used to develop theories, inform policy or practice, or generate new research questions.

Exploratory Case Study

An exploratory case study is used to explore a new or understudied phenomenon. This type of case study is useful when the researcher wants to generate hypotheses or theories about the phenomenon.

For Example, a researcher might conduct an exploratory case study on a new technology to understand its potential impact on society. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as grounded theory or content analysis. The findings of an exploratory case study can be used to generate new research questions, develop theories, or inform policy or practice.

Descriptive Case Study

A descriptive case study is used to describe a particular phenomenon in detail. This type of case study is useful when the researcher wants to provide a comprehensive account of the phenomenon.

For Example, a researcher might conduct a descriptive case study on a particular community to understand its social and economic characteristics. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a descriptive case study can be used to inform policy or practice or generate new research questions.

Instrumental Case Study

An instrumental case study is used to understand a particular phenomenon that is instrumental in achieving a particular goal. This type of case study is useful when the researcher wants to understand the role of the phenomenon in achieving the goal.

For Example, a researcher might conduct an instrumental case study on a particular policy to understand its impact on achieving a particular goal, such as reducing poverty. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of an instrumental case study can be used to inform policy or practice or generate new research questions.

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

Interviews involve asking questions to individuals who have knowledge or experience relevant to the case study. Interviews can be structured (where the same questions are asked to all participants) or unstructured (where the interviewer follows up on the responses with further questions). Interviews can be conducted in person, over the phone, or through video conferencing.

Observations

Observations involve watching and recording the behavior and activities of individuals or groups relevant to the case study. Observations can be participant (where the researcher actively participates in the activities) or non-participant (where the researcher observes from a distance). Observations can be recorded using notes, audio or video recordings, or photographs.

Documents can be used as a source of information for case studies. Documents can include reports, memos, emails, letters, and other written materials related to the case study. Documents can be collected from the case study participants or from public sources.

Surveys involve asking a set of questions to a sample of individuals relevant to the case study. Surveys can be administered in person, over the phone, through mail or email, or online. Surveys can be used to gather information on attitudes, opinions, or behaviors related to the case study.

Artifacts are physical objects relevant to the case study. Artifacts can include tools, equipment, products, or other objects that provide insights into the case study phenomenon.

How to conduct Case Study Research

Conducting a case study research involves several steps that need to be followed to ensure the quality and rigor of the study. Here are the steps to conduct case study research:

• Define the research questions: The first step in conducting a case study research is to define the research questions. The research questions should be specific, measurable, and relevant to the case study phenomenon under investigation.
• Select the case: The next step is to select the case or cases to be studied. The case should be relevant to the research questions and should provide rich and diverse data that can be used to answer the research questions.
• Collect data: Data can be collected using various methods, such as interviews, observations, documents, surveys, and artifacts. The data collection method should be selected based on the research questions and the nature of the case study phenomenon.
• Analyze the data: The data collected from the case study should be analyzed using various techniques, such as content analysis, thematic analysis, or grounded theory. The analysis should be guided by the research questions and should aim to provide insights and conclusions relevant to the research questions.
• Draw conclusions: The conclusions drawn from the case study should be based on the data analysis and should be relevant to the research questions. The conclusions should be supported by evidence and should be clearly stated.
• Validate the findings: The findings of the case study should be validated by reviewing the data and the analysis with participants or other experts in the field. This helps to ensure the validity and reliability of the findings.
• Write the report: The final step is to write the report of the case study research. The report should provide a clear description of the case study phenomenon, the research questions, the data collection methods, the data analysis, the findings, and the conclusions. The report should be written in a clear and concise manner and should follow the guidelines for academic writing.

Examples of Case Study

Here are some examples of case study research:

• The Hawthorne Studies : Conducted between 1924 and 1932, the Hawthorne Studies were a series of case studies conducted by Elton Mayo and his colleagues to examine the impact of work environment on employee productivity. The studies were conducted at the Hawthorne Works plant of the Western Electric Company in Chicago and included interviews, observations, and experiments.
• The Stanford Prison Experiment: Conducted in 1971, the Stanford Prison Experiment was a case study conducted by Philip Zimbardo to examine the psychological effects of power and authority. The study involved simulating a prison environment and assigning participants to the role of guards or prisoners. The study was controversial due to the ethical issues it raised.
• The Challenger Disaster: The Challenger Disaster was a case study conducted to examine the causes of the Space Shuttle Challenger explosion in 1986. The study included interviews, observations, and analysis of data to identify the technical, organizational, and cultural factors that contributed to the disaster.
• The Enron Scandal: The Enron Scandal was a case study conducted to examine the causes of the Enron Corporation’s bankruptcy in 2001. The study included interviews, analysis of financial data, and review of documents to identify the accounting practices, corporate culture, and ethical issues that led to the company’s downfall.
• The Fukushima Nuclear Disaster : The Fukushima Nuclear Disaster was a case study conducted to examine the causes of the nuclear accident that occurred at the Fukushima Daiichi Nuclear Power Plant in Japan in 2011. The study included interviews, analysis of data, and review of documents to identify the technical, organizational, and cultural factors that contributed to the disaster.

Application of Case Study

Case studies have a wide range of applications across various fields and industries. Here are some examples:

Business and Management

Case studies are widely used in business and management to examine real-life situations and develop problem-solving skills. Case studies can help students and professionals to develop a deep understanding of business concepts, theories, and best practices.

Case studies are used in healthcare to examine patient care, treatment options, and outcomes. Case studies can help healthcare professionals to develop critical thinking skills, diagnose complex medical conditions, and develop effective treatment plans.

Case studies are used in education to examine teaching and learning practices. Case studies can help educators to develop effective teaching strategies, evaluate student progress, and identify areas for improvement.

Social Sciences

Case studies are widely used in social sciences to examine human behavior, social phenomena, and cultural practices. Case studies can help researchers to develop theories, test hypotheses, and gain insights into complex social issues.

Law and Ethics

Case studies are used in law and ethics to examine legal and ethical dilemmas. Case studies can help lawyers, policymakers, and ethical professionals to develop critical thinking skills, analyze complex cases, and make informed decisions.

Purpose of Case Study

The purpose of a case study is to provide a detailed analysis of a specific phenomenon, issue, or problem in its real-life context. A case study is a qualitative research method that involves the in-depth exploration and analysis of a particular case, which can be an individual, group, organization, event, or community.

The primary purpose of a case study is to generate a comprehensive and nuanced understanding of the case, including its history, context, and dynamics. Case studies can help researchers to identify and examine the underlying factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and detailed understanding of the case, which can inform future research, practice, or policy.

Case studies can also serve other purposes, including:

• Illustrating a theory or concept: Case studies can be used to illustrate and explain theoretical concepts and frameworks, providing concrete examples of how they can be applied in real-life situations.
• Developing hypotheses: Case studies can help to generate hypotheses about the causal relationships between different factors and outcomes, which can be tested through further research.
• Providing insight into complex issues: Case studies can provide insights into complex and multifaceted issues, which may be difficult to understand through other research methods.
• Informing practice or policy: Case studies can be used to inform practice or policy by identifying best practices, lessons learned, or areas for improvement.

Advantages of Case Study Research

There are several advantages of case study research, including:

• In-depth exploration: Case study research allows for a detailed exploration and analysis of a specific phenomenon, issue, or problem in its real-life context. This can provide a comprehensive understanding of the case and its dynamics, which may not be possible through other research methods.
• Rich data: Case study research can generate rich and detailed data, including qualitative data such as interviews, observations, and documents. This can provide a nuanced understanding of the case and its complexity.
• Holistic perspective: Case study research allows for a holistic perspective of the case, taking into account the various factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and comprehensive understanding of the case.
• Theory development: Case study research can help to develop and refine theories and concepts by providing empirical evidence and concrete examples of how they can be applied in real-life situations.
• Practical application: Case study research can inform practice or policy by identifying best practices, lessons learned, or areas for improvement.
• Contextualization: Case study research takes into account the specific context in which the case is situated, which can help to understand how the case is influenced by the social, cultural, and historical factors of its environment.

Limitations of Case Study Research

There are several limitations of case study research, including:

• Limited generalizability : Case studies are typically focused on a single case or a small number of cases, which limits the generalizability of the findings. The unique characteristics of the case may not be applicable to other contexts or populations, which may limit the external validity of the research.
• Biased sampling: Case studies may rely on purposive or convenience sampling, which can introduce bias into the sample selection process. This may limit the representativeness of the sample and the generalizability of the findings.
• Subjectivity: Case studies rely on the interpretation of the researcher, which can introduce subjectivity into the analysis. The researcher’s own biases, assumptions, and perspectives may influence the findings, which may limit the objectivity of the research.
• Limited control: Case studies are typically conducted in naturalistic settings, which limits the control that the researcher has over the environment and the variables being studied. This may limit the ability to establish causal relationships between variables.
• Time-consuming: Case studies can be time-consuming to conduct, as they typically involve a detailed exploration and analysis of a specific case. This may limit the feasibility of conducting multiple case studies or conducting case studies in a timely manner.
• Resource-intensive: Case studies may require significant resources, including time, funding, and expertise. This may limit the ability of researchers to conduct case studies in resource-constrained settings.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Case Study Research Method in Psychology

Saul McLeod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul McLeod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

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Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

On This Page:

Case studies are in-depth investigations of a person, group, event, or community. Typically, data is gathered from various sources using several methods (e.g., observations & interviews).

The case study research method originated in clinical medicine (the case history, i.e., the patient’s personal history). In psychology, case studies are often confined to the study of a particular individual.

The information is mainly biographical and relates to events in the individual’s past (i.e., retrospective), as well as to significant events that are currently occurring in his or her everyday life.

The case study is not a research method, but researchers select methods of data collection and analysis that will generate material suitable for case studies.

Freud (1909a, 1909b) conducted very detailed investigations into the private lives of his patients in an attempt to both understand and help them overcome their illnesses.

This makes it clear that the case study is a method that should only be used by a psychologist, therapist, or psychiatrist, i.e., someone with a professional qualification.

There is an ethical issue of competence. Only someone qualified to diagnose and treat a person can conduct a formal case study relating to atypical (i.e., abnormal) behavior or atypical development.

 Famous Case Studies

• Anna O – One of the most famous case studies, documenting psychoanalyst Josef Breuer’s treatment of “Anna O” (real name Bertha Pappenheim) for hysteria in the late 1800s using early psychoanalytic theory.
• Little Hans – A child psychoanalysis case study published by Sigmund Freud in 1909 analyzing his five-year-old patient Herbert Graf’s house phobia as related to the Oedipus complex.
• Bruce/Brenda – Gender identity case of the boy (Bruce) whose botched circumcision led psychologist John Money to advise gender reassignment and raise him as a girl (Brenda) in the 1960s.
• Genie Wiley – Linguistics/psychological development case of the victim of extreme isolation abuse who was studied in 1970s California for effects of early language deprivation on acquiring speech later in life.
• Phineas Gage – One of the most famous neuropsychology case studies analyzes personality changes in railroad worker Phineas Gage after an 1848 brain injury involving a tamping iron piercing his skull.

Clinical Case Studies

• Studying the effectiveness of psychotherapy approaches with an individual patient
• Assessing and treating mental illnesses like depression, anxiety disorders, PTSD
• Neuropsychological cases investigating brain injuries or disorders

Child Psychology Case Studies

• Studying psychological development from birth through adolescence
• Cases of learning disabilities, autism spectrum disorders, ADHD
• Effects of trauma, abuse, deprivation on development

Types of Case Studies

• Explanatory case studies : Used to explore causation in order to find underlying principles. Helpful for doing qualitative analysis to explain presumed causal links.
• Exploratory case studies : Used to explore situations where an intervention being evaluated has no clear set of outcomes. It helps define questions and hypotheses for future research.
• Descriptive case studies : Describe an intervention or phenomenon and the real-life context in which it occurred. It is helpful for illustrating certain topics within an evaluation.
• Multiple-case studies : Used to explore differences between cases and replicate findings across cases. Helpful for comparing and contrasting specific cases.
• Intrinsic : Used to gain a better understanding of a particular case. Helpful for capturing the complexity of a single case.
• Collective : Used to explore a general phenomenon using multiple case studies. Helpful for jointly studying a group of cases in order to inquire into the phenomenon.

Where Do You Find Data for a Case Study?

There are several places to find data for a case study. The key is to gather data from multiple sources to get a complete picture of the case and corroborate facts or findings through triangulation of evidence. Most of this information is likely qualitative (i.e., verbal description rather than measurement), but the psychologist might also collect numerical data.

1. Primary sources

• Interviews – Interviewing key people related to the case to get their perspectives and insights. The interview is an extremely effective procedure for obtaining information about an individual, and it may be used to collect comments from the person’s friends, parents, employer, workmates, and others who have a good knowledge of the person, as well as to obtain facts from the person him or herself.
• Observations – Observing behaviors, interactions, processes, etc., related to the case as they unfold in real-time.
• Documents & Records – Reviewing private documents, diaries, public records, correspondence, meeting minutes, etc., relevant to the case.

2. Secondary sources

• News/Media – News coverage of events related to the case study.
• Academic articles – Journal articles, dissertations etc. that discuss the case.
• Government reports – Official data and records related to the case context.
• Books/films – Books, documentaries or films discussing the case.

3. Archival records

Searching historical archives, museum collections and databases to find relevant documents, visual/audio records related to the case history and context.

Public archives like newspapers, organizational records, photographic collections could all include potentially relevant pieces of information to shed light on attitudes, cultural perspectives, common practices and historical contexts related to psychology.

4. Organizational records

Organizational records offer the advantage of often having large datasets collected over time that can reveal or confirm psychological insights.

Of course, privacy and ethical concerns regarding confidential data must be navigated carefully.

However, with proper protocols, organizational records can provide invaluable context and empirical depth to qualitative case studies exploring the intersection of psychology and organizations.

• Organizational/industrial psychology research : Organizational records like employee surveys, turnover/retention data, policies, incident reports etc. may provide insight into topics like job satisfaction, workplace culture and dynamics, leadership issues, employee behaviors etc.
• Clinical psychology : Therapists/hospitals may grant access to anonymized medical records to study aspects like assessments, diagnoses, treatment plans etc. This could shed light on clinical practices.
• School psychology : Studies could utilize anonymized student records like test scores, grades, disciplinary issues, and counseling referrals to study child development, learning barriers, effectiveness of support programs, and more.

How do I Write a Case Study in Psychology?

Follow specified case study guidelines provided by a journal or your psychology tutor. General components of clinical case studies include: background, symptoms, assessments, diagnosis, treatment, and outcomes. Interpreting the information means the researcher decides what to include or leave out. A good case study should always clarify which information is the factual description and which is an inference or the researcher’s opinion.

1. Introduction

• Provide background on the case context and why it is of interest, presenting background information like demographics, relevant history, and presenting problem.
• Compare briefly to similar published cases if applicable. Clearly state the focus/importance of the case.

2. Case Presentation

• Describe the presenting problem in detail, including symptoms, duration,and impact on daily life.
• Include client demographics like age and gender, information about social relationships, and mental health history.
• Describe all physical, emotional, and/or sensory symptoms reported by the client.
• Use patient quotes to describe the initial complaint verbatim. Follow with full-sentence summaries of relevant history details gathered, including key components that led to a working diagnosis.
• Summarize clinical exam results, namely orthopedic/neurological tests, imaging, lab tests, etc. Note actual results rather than subjective conclusions. Provide images if clearly reproducible/anonymized.
• Clearly state the working diagnosis or clinical impression before transitioning to management.

3. Management and Outcome

• Indicate the total duration of care and number of treatments given over what timeframe. Use specific names/descriptions for any therapies/interventions applied.
• Present the results of the intervention,including any quantitative or qualitative data collected.
• For outcomes, utilize visual analog scales for pain, medication usage logs, etc., if possible. Include patient self-reports of improvement/worsening of symptoms. Note the reason for discharge/end of care.

4. Discussion

• Analyze the case, exploring contributing factors, limitations of the study, and connections to existing research.
• Analyze the effectiveness of the intervention,considering factors like participant adherence, limitations of the study, and potential alternative explanations for the results.
• Identify any questions raised in the case analysis and relate insights to established theories and current research if applicable. Avoid definitive claims about physiological explanations.
• Offer clinical implications, and suggest future research directions.

5. Additional Items

• Thank specific assistants for writing support only. No patient acknowledgments.
• References should directly support any key claims or quotes included.
• Use tables/figures/images only if substantially informative. Include permissions and legends/explanatory notes.
• Provides detailed (rich qualitative) information.
• Provides insight for further research.
• Permitting investigation of otherwise impractical (or unethical) situations.

Case studies allow a researcher to investigate a topic in far more detail than might be possible if they were trying to deal with a large number of research participants (nomothetic approach) with the aim of ‘averaging’.

Because of their in-depth, multi-sided approach, case studies often shed light on aspects of human thinking and behavior that would be unethical or impractical to study in other ways.

Research that only looks into the measurable aspects of human behavior is not likely to give us insights into the subjective dimension of experience, which is important to psychoanalytic and humanistic psychologists.

Case studies are often used in exploratory research. They can help us generate new ideas (that might be tested by other methods). They are an important way of illustrating theories and can help show how different aspects of a person’s life are related to each other.

The method is, therefore, important for psychologists who adopt a holistic point of view (i.e., humanistic psychologists ).

Limitations

• Lacking scientific rigor and providing little basis for generalization of results to the wider population.
• Researchers’ own subjective feelings may influence the case study (researcher bias).
• Difficult to replicate.
• Time-consuming and expensive.
• The volume of data, together with the time restrictions in place, impacted the depth of analysis that was possible within the available resources.

Because a case study deals with only one person/event/group, we can never be sure if the case study investigated is representative of the wider body of “similar” instances. This means the conclusions drawn from a particular case may not be transferable to other settings.

Because case studies are based on the analysis of qualitative (i.e., descriptive) data , a lot depends on the psychologist’s interpretation of the information she has acquired.

This means that there is a lot of scope for Anna O , and it could be that the subjective opinions of the psychologist intrude in the assessment of what the data means.

For example, Freud has been criticized for producing case studies in which the information was sometimes distorted to fit particular behavioral theories (e.g., Little Hans ).

This is also true of Money’s interpretation of the Bruce/Brenda case study (Diamond, 1997) when he ignored evidence that went against his theory.

Breuer, J., & Freud, S. (1895).  Studies on hysteria . Standard Edition 2: London.

Curtiss, S. (1981). Genie: The case of a modern wild child .

Diamond, M., & Sigmundson, K. (1997). Sex Reassignment at Birth: Long-term Review and Clinical Implications. Archives of Pediatrics & Adolescent Medicine , 151(3), 298-304

Freud, S. (1909a). Analysis of a phobia of a five year old boy. In The Pelican Freud Library (1977), Vol 8, Case Histories 1, pages 169-306

Freud, S. (1909b). Bemerkungen über einen Fall von Zwangsneurose (Der “Rattenmann”). Jb. psychoanal. psychopathol. Forsch ., I, p. 357-421; GW, VII, p. 379-463; Notes upon a case of obsessional neurosis, SE , 10: 151-318.

Harlow J. M. (1848). Passage of an iron rod through the head.  Boston Medical and Surgical Journal, 39 , 389–393.

Harlow, J. M. (1868).  Recovery from the Passage of an Iron Bar through the Head .  Publications of the Massachusetts Medical Society. 2  (3), 327-347.

Money, J., & Ehrhardt, A. A. (1972).  Man & Woman, Boy & Girl : The Differentiation and Dimorphism of Gender Identity from Conception to Maturity. Baltimore, Maryland: Johns Hopkins University Press.

Money, J., & Tucker, P. (1975). Sexual signatures: On being a man or a woman.

Further Information

• Case Study Approach
• Case Study Method
• Enhancing the Quality of Case Studies in Health Services Research
• “We do things together” A case study of “couplehood” in dementia
• Using mixed methods for evaluating an integrative approach to cancer care: a case study

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What is a Case Study? Definition, Research Methods, Sampling and Examples

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What is a Case Study?

A case study is defined as an in-depth analysis of a particular subject, often a real-world situation, individual, group, or organization. 

It is a research method that involves the comprehensive examination of a specific instance to gain a better understanding of its complexities, dynamics, and context. 

Case studies are commonly used in various fields such as business, psychology, medicine, and education to explore and illustrate phenomena, theories, or practical applications.

In a typical case study, researchers collect and analyze a rich array of qualitative and/or quantitative data, including interviews, observations, documents, and other relevant sources. The goal is to provide a nuanced and holistic perspective on the subject under investigation.

The information gathered here is used to generate insights, draw conclusions, and often to inform broader theories or practices within the respective field.

Case studies offer a valuable method for researchers to explore real-world phenomena in their natural settings, providing an opportunity to delve deeply into the intricacies of a particular case. They are particularly useful when studying complex, multifaceted situations where various factors interact. 

Additionally, case studies can be instrumental in generating hypotheses, testing theories, and offering practical insights that can be applied to similar situations. Overall, the comprehensive nature of case studies makes them a powerful tool for gaining a thorough understanding of specific instances within the broader context of academic and professional inquiry.

Key Characteristics of Case Study

Case studies are characterized by several key features that distinguish them from other research methods. Here are some essential characteristics of case studies:

• In-depth Exploration: Case studies involve a thorough and detailed examination of a specific case or instance. Researchers aim to explore the complexities and nuances of the subject under investigation, often using multiple data sources and methods to gather comprehensive information.
• Contextual Analysis: Case studies emphasize the importance of understanding the context in which the case unfolds. Researchers seek to examine the unique circumstances, background, and environmental factors that contribute to the dynamics of the case. Contextual analysis is crucial for drawing meaningful conclusions and generalizing findings to similar situations.
• Holistic Perspective: Rather than focusing on isolated variables, case studies take a holistic approach to studying a phenomenon. Researchers consider a wide range of factors and their interrelationships, aiming to capture the richness and complexity of the case. This holistic perspective helps in providing a more complete understanding of the subject.
• Qualitative and/or Quantitative Data: Case studies can incorporate both qualitative and quantitative data, depending on the research question and objectives. Qualitative data often include interviews, observations, and document analysis, while quantitative data may involve statistical measures or numerical information. The combination of these data types enhances the depth and validity of the study.
• Longitudinal or Retrospective Design: Case studies can be designed as longitudinal studies, where the researcher follows the case over an extended period, or retrospective studies, where the focus is on examining past events. This temporal dimension allows researchers to capture changes and developments within the case.
• Unique and Unpredictable Nature: Each case study is unique, and the findings may not be easily generalized to other situations. The unpredictable nature of real-world cases adds a layer of authenticity to the study, making it an effective method for exploring complex and dynamic phenomena.
• Theory Building or Testing: Case studies can serve different purposes, including theory building or theory testing. In some cases, researchers use case studies to develop new theories or refine existing ones. In others, they may test existing theories by applying them to real-world situations and assessing their explanatory power.

Understanding these key characteristics is essential for researchers and practitioners using case studies as a methodological approach, as it helps guide the design, implementation, and analysis of the study.

Key Components of a Case Study

A well-constructed case study typically consists of several key components that collectively provide a comprehensive understanding of the subject under investigation. Here are the key components of a case study:

• Provide an overview of the context and background information relevant to the case. This may include the history, industry, or setting in which the case is situated.
• Clearly state the purpose and objectives of the case study. Define what the study aims to achieve and the questions it seeks to answer.
• Clearly identify the subject of the case study. This could be an individual, a group, an organization, or a specific event.
• Define the boundaries and scope of the case study. Specify what aspects will be included and excluded from the investigation.
• Provide a brief review of relevant theories or concepts that will guide the analysis. This helps place the case study within the broader theoretical context.
• Summarize existing literature related to the subject, highlighting key findings and gaps in knowledge. This establishes the context for the current case study.
• Describe the research design chosen for the case study (e.g., exploratory, explanatory, descriptive). Justify why this design is appropriate for the research objectives.
• Specify the methods used to gather data, whether through interviews, observations, document analysis, surveys, or a combination of these. Detail the procedures followed to ensure data validity and reliability.
• Explain the criteria for selecting the case and any sampling considerations. Discuss why the chosen case is representative or relevant to the research questions.
• Describe how the collected data will be coded and categorized. Discuss the analytical framework or approach used to identify patterns, themes, or trends.
• If multiple data sources or methods are used, explain how they complement each other to enhance the credibility and validity of the findings.
• Present the key findings in a clear and organized manner. Use tables, charts, or quotes from participants to illustrate the results.
• Interpret the results in the context of the research objectives and theoretical framework. Discuss any unexpected findings and their implications.
• Provide a thorough interpretation of the results, connecting them to the research questions and relevant literature.
• Acknowledge the limitations of the study, such as constraints in data collection, sample size, or generalizability.
• Highlight the contributions of the case study to the existing body of knowledge and identify potential avenues for future research.
• Summarize the key findings and their significance in relation to the research objectives.
• Conclude with a concise summary of the case study, its implications, and potential practical applications.
• Provide a complete list of all the sources cited in the case study, following a consistent citation style.
• Include any additional materials or supplementary information, such as interview transcripts, survey instruments, or supporting documents.

By including these key components, a case study becomes a comprehensive and well-rounded exploration of a specific subject, offering valuable insights and contributing to the body of knowledge in the respective field.

Sampling in a Case Study Research

Sampling in case study research involves selecting a subset of cases or individuals from a larger population to study in depth. Unlike quantitative research where random sampling is often employed, case study sampling is typically purposeful and driven by the specific objectives of the study. Here are some key considerations for sampling in case study research:

• Criterion Sampling: Cases are selected based on specific criteria relevant to the research questions. For example, if studying successful business strategies, cases may be selected based on their demonstrated success.
• Maximum Variation Sampling: Cases are chosen to represent a broad range of variations related to key characteristics. This approach helps capture diversity within the sample.
• Selecting Cases with Rich Information: Researchers aim to choose cases that are information-rich and provide insights into the phenomenon under investigation. These cases should offer a depth of detail and variation relevant to the research objectives.
• Single Case vs. Multiple Cases: Decide whether the study will focus on a single case (single-case study) or multiple cases (multiple-case study). The choice depends on the research objectives, the complexity of the phenomenon, and the depth of understanding required.
• Emergent Nature of Sampling: In some case studies, the sampling strategy may evolve as the study progresses. This is known as theoretical sampling, where new cases are selected based on emerging findings and theoretical insights from earlier analysis.
• Data Saturation: Sampling may continue until data saturation is achieved, meaning that collecting additional cases or data does not yield new insights or information. Saturation indicates that the researcher has adequately explored the phenomenon.
• Defining Case Boundaries: Clearly define the boundaries of the case to ensure consistency and avoid ambiguity. Consider what is included and excluded from the case study, and justify these decisions.
• Practical Considerations: Assess the feasibility of accessing the selected cases. Consider factors such as availability, willingness to participate, and the practicality of data collection methods.
• Informed Consent: Obtain informed consent from participants, ensuring that they understand the purpose of the study and the ways in which their information will be used. Protect the confidentiality and anonymity of participants as needed.
• Pilot Testing the Sampling Strategy: Before conducting the full study, consider pilot testing the sampling strategy to identify potential challenges and refine the approach. This can help ensure the effectiveness of the sampling method.
• Transparent Reporting: Clearly document the sampling process in the research methodology section. Provide a rationale for the chosen sampling strategy and discuss any adjustments made during the study.

Sampling in case study research is a critical step that influences the depth and richness of the study’s findings. By carefully selecting cases based on specific criteria and considering the unique characteristics of the phenomenon under investigation, researchers can enhance the relevance and validity of their case study.

Case Study Research Methods With Examples

• Interviews:
• Interviews involve engaging with participants to gather detailed information, opinions, and insights. In a case study, interviews are often semi-structured, allowing flexibility in questioning.
• Example: A case study on workplace culture might involve conducting interviews with employees at different levels to understand their perceptions, experiences, and attitudes.
• Observations:
• Observations entail direct examination and recording of behavior, activities, or events in their natural setting. This method is valuable for understanding behaviors in context.
• Example: A case study investigating customer interactions at a retail store may involve observing and documenting customer behavior, staff interactions, and overall dynamics.
• Document Analysis:
• Document analysis involves reviewing and interpreting written or recorded materials, such as reports, memos, emails, and other relevant documents.
• Example: In a case study on organizational change, researchers may analyze internal documents, such as communication memos or strategic plans, to trace the evolution of the change process.
• Surveys and Questionnaires:
• Surveys and questionnaires collect structured data from a sample of participants. While less common in case studies, they can be used to supplement other methods.
• Example: A case study on the impact of a health intervention might include a survey to gather quantitative data on participants’ health outcomes.
• Focus Groups:
• Focus groups involve a facilitated discussion among a group of participants to explore their perceptions, attitudes, and experiences.
• Example: In a case study on community development, a focus group might be conducted with residents to discuss their views on recent initiatives and their impact.
• Archival Research:
• Archival research involves examining existing records, historical documents, or artifacts to gain insights into a particular phenomenon.
• Example: A case study on the history of a landmark building may involve archival research, exploring construction records, historical photos, and maintenance logs.
• Longitudinal Studies:
• Longitudinal studies involve the collection of data over an extended period to observe changes and developments.
• Example: A case study tracking the career progression of employees in a company may involve longitudinal interviews and document analysis over several years.
• Cross-Case Analysis:
• Cross-case analysis compares and contrasts multiple cases to identify patterns, similarities, and differences.
• Example: A comparative case study of different educational institutions may involve analyzing common challenges and successful strategies across various cases.
• Ethnography:
• Ethnography involves immersive, in-depth exploration within a cultural or social setting to understand the behaviors and perspectives of participants.
• Example: A case study using ethnographic methods might involve spending an extended period within a community to understand its social dynamics and cultural practices.
• Experimental Designs (Rare):
• While less common, experimental designs involve manipulating variables to observe their effects. In case studies, this might be applied in specific contexts.
• Example: A case study exploring the impact of a new teaching method might involve implementing the method in one classroom while comparing it to a traditional method in another.

These case study research methods offer a versatile toolkit for researchers to investigate and gain insights into complex phenomena across various disciplines. The choice of methods depends on the research questions, the nature of the case, and the desired depth of understanding.

Best Practices for a Case Study in 2024

Creating a high-quality case study involves adhering to best practices that ensure rigor, relevance, and credibility. Here are some key best practices for conducting and presenting a case study:

• Clearly articulate the purpose and objectives of the case study. Define the research questions or problems you aim to address, ensuring a focused and purposeful approach.
• Choose a case that aligns with the research objectives and provides the depth and richness needed for the study. Consider the uniqueness of the case and its relevance to the research questions.
• Develop a robust research design that aligns with the nature of the case study (single-case or multiple-case) and integrates appropriate research methods. Ensure the chosen design is suitable for exploring the complexities of the phenomenon.
• Use a variety of data sources to enhance the validity and reliability of the study. Combine methods such as interviews, observations, document analysis, and surveys to provide a comprehensive understanding of the case.
• Clearly document and describe the procedures for data collection to enhance transparency. Include details on participant selection, sampling strategy, and data collection methods to facilitate replication and evaluation.
• Implement measures to ensure the validity and reliability of the data. Triangulate information from different sources to cross-verify findings and strengthen the credibility of the study.
• Clearly define the boundaries of the case to avoid scope creep and maintain focus. Specify what is included and excluded from the study, providing a clear framework for analysis.
• Include perspectives from various stakeholders within the case to capture a holistic view. This might involve interviewing individuals at different organizational levels, customers, or community members, depending on the context.
• Adhere to ethical principles in research, including obtaining informed consent from participants, ensuring confidentiality, and addressing any potential conflicts of interest.
• Conduct a rigorous analysis of the data, using appropriate analytical techniques. Interpret the findings in the context of the research questions, theoretical framework, and relevant literature.
• Offer detailed and rich descriptions of the case, including the context, key events, and participant perspectives. This helps readers understand the intricacies of the case and supports the generalization of findings.
• Communicate findings in a clear and accessible manner. Avoid jargon and technical language that may hinder understanding. Use visuals, such as charts or graphs, to enhance clarity.
• Seek feedback from colleagues or experts in the field through peer review. This helps ensure the rigor and credibility of the case study and provides valuable insights for improvement.
• Connect the case study findings to existing theories or concepts, contributing to the theoretical understanding of the phenomenon. Discuss practical implications and potential applications in relevant contexts.
• Recognize that case study research is often an iterative process. Be open to revisiting and refining research questions, methods, or analysis as the study progresses. Practice reflexivity by acknowledging and addressing potential biases or preconceptions.

By incorporating these best practices, researchers can enhance the quality and impact of their case studies, making valuable contributions to the academic and practical understanding of complex phenomena.

Interested in learning more about the fields of product, research, and design? Search our articles here for helpful information spanning a wide range of topics!

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Case Study: Definition, Types, Examples and Benefits

Written by MasterClass

Last updated: Jan 26, 2023 • 3 min read

Researchers, economists, and others frequently use case studies to answer questions across a wide spectrum of disciplines, from analyzing decades of climate data for conservation efforts to developing new theoretical frameworks in psychology. Learn about the different types of case studies, their benefits, and examples of successful case studies.

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Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

However, you can also choose a more common or representative case to exemplify a particular category, experience, or phenomenon.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

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2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

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What the Case Study Method Really Teaches

• Nitin Nohria

Seven meta-skills that stick even if the cases fade from memory.

It’s been 100 years since Harvard Business School began using the case study method. Beyond teaching specific subject matter, the case study method excels in instilling meta-skills in students. This article explains the importance of seven such skills: preparation, discernment, bias recognition, judgement, collaboration, curiosity, and self-confidence.

During my decade as dean of Harvard Business School, I spent hundreds of hours talking with our alumni. To enliven these conversations, I relied on a favorite question: “What was the most important thing you learned from your time in our MBA program?”

• Nitin Nohria is the George F. Baker Jr. and Distinguished Service University Professor. He served as the 10th dean of Harvard Business School, from 2010 to 2020.

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5 Benefits of Learning Through the Case Study Method

• 28 Nov 2023

While several factors make HBS Online unique —including a global Community and real-world outcomes —active learning through the case study method rises to the top.

In a 2023 City Square Associates survey, 74 percent of HBS Online learners who also took a course from another provider said HBS Online’s case method and real-world examples were better by comparison.

Here’s a primer on the case method, five benefits you could gain, and how to experience it for yourself.

Access your free e-book today.

What Is the Harvard Business School Case Study Method?

The case study method , or case method , is a learning technique in which you’re presented with a real-world business challenge and asked how you’d solve it. After working through it yourself and with peers, you’re told how the scenario played out.

HBS pioneered the case method in 1922. Shortly before, in 1921, the first case was written.

“How do you go into an ambiguous situation and get to the bottom of it?” says HBS Professor Jan Rivkin, former senior associate dean and chair of HBS's master of business administration (MBA) program, in a video about the case method . “That skill—the skill of figuring out a course of inquiry to choose a course of action—that skill is as relevant today as it was in 1921.”

Originally developed for the in-person MBA classroom, HBS Online adapted the case method into an engaging, interactive online learning experience in 2014.

In HBS Online courses , you learn about each case from the business professional who experienced it. After reviewing their videos, you’re prompted to take their perspective and explain how you’d handle their situation.

You then get to read peers’ responses, “star” them, and comment to further the discussion. Afterward, you learn how the professional handled it and their key takeaways.

Learn more about HBS Online's approach to the case method in the video below, and subscribe to our YouTube channel for more.

HBS Online’s adaptation of the case method incorporates the famed HBS “cold call,” in which you’re called on at random to make a decision without time to prepare.

“Learning came to life!” said Sheneka Balogun , chief administration officer and chief of staff at LeMoyne-Owen College, of her experience taking the Credential of Readiness (CORe) program . “The videos from the professors, the interactive cold calls where you were randomly selected to participate, and the case studies that enhanced and often captured the essence of objectives and learning goals were all embedded in each module. This made learning fun, engaging, and student-friendly.”

If you’re considering taking a course that leverages the case study method, here are five benefits you could experience.

5 Benefits of Learning Through Case Studies

1. take new perspectives.

The case method prompts you to consider a scenario from another person’s perspective. To work through the situation and come up with a solution, you must consider their circumstances, limitations, risk tolerance, stakeholders, resources, and potential consequences to assess how to respond.

Taking on new perspectives not only can help you navigate your own challenges but also others’. Putting yourself in someone else’s situation to understand their motivations and needs can go a long way when collaborating with stakeholders.

2. Hone Your Decision-Making Skills

Another skill you can build is the ability to make decisions effectively . The case study method forces you to use limited information to decide how to handle a problem—just like in the real world.

Throughout your career, you’ll need to make difficult decisions with incomplete or imperfect information—and sometimes, you won’t feel qualified to do so. Learning through the case method allows you to practice this skill in a low-stakes environment. When facing a real challenge, you’ll be better prepared to think quickly, collaborate with others, and present and defend your solution.

3. Become More Open-Minded

As you collaborate with peers on responses, it becomes clear that not everyone solves problems the same way. Exposing yourself to various approaches and perspectives can help you become a more open-minded professional.

When you’re part of a diverse group of learners from around the world, your experiences, cultures, and backgrounds contribute to a range of opinions on each case.

On the HBS Online course platform, you’re prompted to view and comment on others’ responses, and discussion is encouraged. This practice of considering others’ perspectives can make you more receptive in your career.

“You’d be surprised at how much you can learn from your peers,” said Ratnaditya Jonnalagadda , a software engineer who took CORe.

In addition to interacting with peers in the course platform, Jonnalagadda was part of the HBS Online Community , where he networked with other professionals and continued discussions sparked by course content.

“You get to understand your peers better, and students share examples of businesses implementing a concept from a module you just learned,” Jonnalagadda said. “It’s a very good way to cement the concepts in one's mind.”

4. Enhance Your Curiosity

One byproduct of taking on different perspectives is that it enables you to picture yourself in various roles, industries, and business functions.

“Each case offers an opportunity for students to see what resonates with them, what excites them, what bores them, which role they could imagine inhabiting in their careers,” says former HBS Dean Nitin Nohria in the Harvard Business Review . “Cases stimulate curiosity about the range of opportunities in the world and the many ways that students can make a difference as leaders.”

Through the case method, you can “try on” roles you may not have considered and feel more prepared to change or advance your career .

5. Build Your Self-Confidence

Finally, learning through the case study method can build your confidence. Each time you assume a business leader’s perspective, aim to solve a new challenge, and express and defend your opinions and decisions to peers, you prepare to do the same in your career.

According to a 2022 City Square Associates survey , 84 percent of HBS Online learners report feeling more confident making business decisions after taking a course.

“Self-confidence is difficult to teach or coach, but the case study method seems to instill it in people,” Nohria says in the Harvard Business Review . “There may well be other ways of learning these meta-skills, such as the repeated experience gained through practice or guidance from a gifted coach. However, under the direction of a masterful teacher, the case method can engage students and help them develop powerful meta-skills like no other form of teaching.”

How to Experience the Case Study Method

If the case method seems like a good fit for your learning style, experience it for yourself by taking an HBS Online course. Offerings span eight subject areas, including:

• Business essentials
• Leadership and management
• Entrepreneurship and innovation
• Digital transformation
• Finance and accounting
• Business in society

No matter which course or credential program you choose, you’ll examine case studies from real business professionals, work through their challenges alongside peers, and gain valuable insights to apply to your career.

Are you interested in discovering how HBS Online can help advance your career? Explore our course catalog and download our free guide —complete with interactive workbook sections—to determine if online learning is right for you and which course to take.

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What Is a Case Study?

Weighing the pros and cons of this method of research

Verywell / Colleen Tighe

• Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

• Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
• Gives researchers the chance to collect information on why one strategy might be chosen over another
• Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

• It cannot necessarily be generalized to the larger population
• Cannot demonstrate cause and effect
• It may not be scientifically rigorous
• It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

• Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
• Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
• Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

• Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
• Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
• Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
• Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
• Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
• Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

• Archival records : Census records, survey records, and name lists are examples of archival records.
• Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
• Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
• Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
• Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
• Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

• Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
• Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
• Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
• Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

• Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
• Read examples of case studies to gain an idea about the style and format.
• Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

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Blog Beginner Guides 6 Types of Case Studies to Inspire Your Research and Analysis

6 Types of Case Studies to Inspire Your Research and Analysis

Written by: Ronita Mohan Sep 20, 2021

Case studies have become powerful business tools. But what is a case study? What are the benefits of creating one? Are there limitations to the format?

If you’ve asked yourself these questions, our helpful guide will clear things up. Learn how to use a case study for business. Find out how cases analysis works in psychology and research.

We’ve also got examples of case studies to inspire you.

Haven’t made a case study before? You can easily  create a case study  with Venngage’s customizable case study templates .

Click to jump ahead:

What is a case study?

6 types of case studies, what is a business case study, what is a case study in research, what is a case study in psychology, what is the case study method, benefits of case studies, limitations of case studies, faqs about case studies.

A case study is a research process aimed at learning about a subject, an event or an organization. Case studies are use in business, the social sciences and healthcare.

A case study may focus on one observation or many. It can also examine a series of events or a single case. An effective case study tells a story and provides a conclusion.

Healthcare industries write reports on patients and diagnoses. Marketing case study examples , like the one below, highlight the benefits of a business product.

Now that you know what a case study is, let’s look at the six different types of case studies next.

There are six common types of case reports. Depending on your industry, you might use one of these types.

Descriptive case studies

Explanatory case studies, exploratory case reports, intrinsic case studies, instrumental case studies, collective case reports.

We go into more detail about each type of study in the guide below.

Related:  15+ Professional Case Study Examples [Design Tips + Templates]

When you have an existing hypothesis, you can design a descriptive study. This type of report starts with a description. The aim is to find connections between the subject being studied and a theory.

Once these connections are found, the study can conclude. The results of this type of study will usually suggest how to develop a theory further.

A study like the one below has concrete results. A descriptive report would use the quantitative data as a suggestion for researching the subject deeply.

When an incident occurs in a field, an explanation is required. An explanatory report investigates the cause of the event. It will include explanations for that cause.

The study will also share details about the impact of the event. In most cases, this report will use evidence to predict future occurrences. The results of explanatory reports are definitive.

Note that there is no room for interpretation here. The results are absolute.

The study below is a good example. It explains how one brand used the services of another. It concludes by showing definitive proof that the collaboration was successful.

Another example of this study would be in the automotive industry. If a vehicle fails a test, an explanatory study will examine why. The results could show that the failure was because of a particular part.

Related: How to Write a Case Study [+ Design Tips]

An explanatory report is a self-contained document. An exploratory one is only the beginning of an investigation.

Exploratory cases act as the starting point of studies. This is usually conducted as a precursor to large-scale investigations. The research is used to suggest why further investigations are needed.

An exploratory study can also be used to suggest methods for further examination.

For example, the below analysis could have found inconclusive results. In that situation, it would be the basis for an in-depth study.

Intrinsic studies are more common in the field of psychology. These reports can also be conducted in healthcare or social work.

These types of studies focus on a unique subject, such as a patient. They can sometimes study groups close to the researcher.

The aim of such studies is to understand the subject better. This requires learning their history. The researcher will also examine how they interact with their environment.

For instance, if the case study below was about a unique brand, it could be an intrinsic study.

Once the study is complete, the researcher will have developed a better understanding of a phenomenon. This phenomenon will likely not have been studied or theorized about before.

Examples of intrinsic case analysis can be found across psychology. For example, Jean Piaget’s theories on cognitive development. He established the theory from intrinsic studies into his own children.

Related: What Disney Villains Can Tell Us About Color Psychology [Infographic]

This is another type of study seen in medical and psychology fields. Instrumental reports are created to examine more than just the primary subject.

When research is conducted for an instrumental study, it is to provide the basis for a larger phenomenon. The subject matter is usually the best example of the phenomenon. This is why it is being studied.

Take the example of the fictional brand below.

Assume it’s examining lead generation strategies. It may want to show that visual marketing is the definitive lead generation tool. The brand can conduct an instrumental case study to examine this phenomenon.

Collective studies are based on instrumental case reports. These types of studies examine multiple reports.

There are a number of reasons why collective reports are created:

• To provide evidence for starting a new study
• To find pattens between multiple instrumental reports
• To find differences in similar types of cases
• Gain a deeper understanding of a complex phenomenon
• Understand a phenomenon from diverse contexts

A researcher could use multiple reports, like the one below, to build a collective case report.

Related: 10+ Case Study Infographic Templates That Convert

A business or marketing case study aims at showcasing a successful partnership. This can be between a brand and a client. Or the case study can examine a brand’s project.

There is a perception that case studies are used to advertise a brand. But effective reports, like the one below, can show clients how a brand can support them.

Hubspot created a case study on a customer that successfully scaled its business. The report outlines the various Hubspot tools used to achieve these results.

Hubspot also added a video with testimonials from the client company’s employees.

So, what is the purpose of a case study for businesses? There is a lot of competition in the corporate world. Companies are run by people. They can be on the fence about which brand to work with.

Business reports  stand out aesthetically, as well. They use  brand colors  and brand fonts . Usually, a combination of the client’s and the brand’s.

With the Venngage  My Brand Kit  feature, businesses can automatically apply their brand to designs.

A business case study, like the one below, acts as social proof. This helps customers decide between your brand and your competitors.

Don’t know how to design a report? You can learn  how to write a case study  with Venngage’s guide. We also share design tips and examples that will help you convert.

Related: 55+ Annual Report Design Templates, Inspirational Examples & Tips [Updated]

Research is a necessary part of every case study. But specific research fields are required to create studies. These fields include user research, healthcare, education, or social work.

For example, this UX Design  report examined the public perception of a client. The brand researched and implemented new visuals to improve it. The study breaks down this research through lessons learned.

Clinical reports are a necessity in the medical field. These documents are used to share knowledge with other professionals. They also help examine new or unusual diseases or symptoms.

The pandemic has led to a significant increase in research. For example,  Spectrum Health  studied the value of health systems in the pandemic. They created the study by examining community outreach.

The pandemic has significantly impacted the field of education. This has led to numerous examinations on remote studying. There have also been studies on how students react to decreased peer communication.

Social work case reports often have a community focus. They can also examine public health responses. In certain regions, social workers study disaster responses.

You now know what case studies in various fields are. In the next step of our guide, we explain the case study method.

In the field of psychology, case studies focus on a particular subject. Psychology case histories also examine human behaviors.

Case reports search for commonalities between humans. They are also used to prescribe further research. Or these studies can elaborate on a solution for a behavioral ailment.

The American Psychology Association  has a number of case studies on real-life clients. Note how the reports are more text-heavy than a business case study.

Famous psychologists such as Sigmund Freud and Anna O popularised the use of case studies in the field. They did so by regularly interviewing subjects. Their detailed observations build the field of psychology.

It is important to note that psychological studies must be conducted by professionals. Psychologists, psychiatrists and therapists should be the researchers in these cases.

Related: What Netflix’s Top 50 Shows Can Teach Us About Font Psychology [Infographic]

The case study method, or case method, is a learning technique where you’re presented with a real-world business challenge and asked how you’d solve it.

After working through it independently and with peers, you learn how the actual scenario unfolded. This approach helps develop problem-solving skills and practical knowledge.

This method often uses various data sources like interviews, observations, and documents to provide comprehensive insights. The below example would have been created after numerous interviews.

Case studies are largely qualitative. They analyze and describe phenomena. While some data is included, a case analysis is not quantitative.

There are a few steps in the case method. You have to start by identifying the subject of your study. Then determine what kind of research is required.

In natural sciences, case studies can take years to complete. Business reports, like this one, don’t take that long. A few weeks of interviews should be enough.

The case method will vary depending on the industry. Reports will also look different once produced.

As you will have seen, business reports are more colorful. The design is also more accessible . Healthcare and psychology reports are more text-heavy.

Designing case reports takes time and energy. So, is it worth taking the time to write them? Here are the benefits of creating case studies.

• Collects large amounts of information
• Helps formulate hypotheses
• Builds the case for further research
• Discovers new insights into a subject
• Builds brand trust and loyalty
• Engages customers through stories

For example, the business study below creates a story around a brand partnership. It makes for engaging reading. The study also shows evidence backing up the information.

We’ve shared the benefits of why studies are needed. We will also look at the limitations of creating them.

Related: How to Present a Case Study like a Pro (With Examples)

There are a few disadvantages to conducting a case analysis. The limitations will vary according to the industry.

• Responses from interviews are subjective
• Subjects may tailor responses to the researcher
• Studies can’t always be replicated
• In certain industries, analyses can take time and be expensive
• Risk of generalizing the results among a larger population

These are some of the common weaknesses of creating case reports. If you’re on the fence, look at the competition in your industry.

Other brands or professionals are building reports, like this example. In that case, you may want to do the same.

What makes a case study a case study?

A case study has a very particular research methodology. They are an in-depth study of a person or a group of individuals. They can also study a community or an organization. Case reports examine real-world phenomena within a set context.

How long should a case study be?

The length of studies depends on the industry. It also depends on the story you’re telling. Most case studies should be at least 500-1500 words long. But you can increase the length if you have more details to share.

What should you ask in a case study?

The one thing you shouldn’t ask is ‘yes’ or ‘no’ questions. Case studies are qualitative. These questions won’t give you the information you need.

Ask your client about the problems they faced. Ask them about solutions they found. Or what they think is the ideal solution. Leave room to ask them follow-up questions. This will help build out the study.

How to present a case study?

When you’re ready to present a case study, begin by providing a summary of the problem or challenge you were addressing. Follow this with an outline of the solution you implemented, and support this with the results you achieved, backed by relevant data. Incorporate visual aids like slides, graphs, and images to make your case study presentation more engaging and impactful.

Now you know what a case study means, you can begin creating one. These reports are a great tool for analyzing brands. They are also useful in a variety of other fields.

Use a visual communication platform like Venngage to design case studies. With Venngage’s templates, you can design easily. Create branded, engaging reports, all without design experience.

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Case Study Method | Characteristics, Advantages & Limitations of Case Study Method

Posted by Md. Harun Ar Rashid | Aug 5, 2021 | Research Methodology

Case Study Method

The case study method is a very popular form of qualitative analysis and involves a careful and complete observation of a social unit, be that unit a person, a family, an institution, a cultural group, or even the entire community. It is a method of study in depth rather than breadth. The case study places more emphasis on the full analysis of a limited number of events or conditions and their interrelations. The case study deals with the processes that take place and their interrelationship. Thus, the case study is essentially an intensive investigation of the particular unit under consideration. The object of the case study method is to locate the factors that account for the behavior patterns of the given unit as an integrated totality.

“The case study method is a technique by which individual factor whether it be an institution or just an episode in the life of an individual or a group is analyzed in its relationship to any other in the group.” ( H. Odum )

“A comprehensive study of a social unit be that unit a person, a group, a social institution, a district or a community.” ( Pauline V. Young )

The case study method is a form of qualitative analysis wherein careful and complete observation of an individual or a situation or an institution is done; efforts are made to study each and every aspect of the concerning unit in minute details and then from case data generalizations and inferences are drawn.

Characteristics: The essential characteristics of the case study method are as under:

• The researcher can take one single social unit or more of such units for his study purpose, may even take a situation to study the same comprehensively.
• To obtain enough information for drawing correct inferences.
• To make a complete study of the social unit covering all facets.
• Try to understand the complex factors that are operative within a social unit as an integrated totality.
• The approach happens to be qualitative and not quantitative. Mere quantitative information is not collected. Every possible effort is made to collect information concerning all aspects of life.
• To know the mutual inter-relationship of causal factors.
• The behavior pattern of the concerning unit is studied directly and not by an indirect and abstract approach.
• It results in fruitful hypotheses along with the data which may be helpful in testing them, and thus it enables the generalized knowledge to get richer and richer.

Advantages: There are several advantages of the case study method, some of them are being:

• To understand fully the behavior pattern of the concerned unit.
• Helps to obtain a real and enlightened record of personal experiences.
• This method enables the researcher to trace out the natural history of the social unit and its relationship with the social factors and the forces involved in its surrounding environment.
• It helps in formulating relevant hypotheses along with the data which may be helpful in testing them.
• It facilitates the intensive study of social units that’s why the case study method is being frequently used, particularly in social researches.
• It helps a lot to the researcher in the task of constructing the appropriate questionnaire.
• The researcher can use different methods such as depth interviews, questionnaires, documents, study reports of individuals, and so on.
• It has proved beneficial in determining the nature of units to be studied along with the nature of the universe. So it is known as the “mode of organizing data”.
• It means to well understand the past of a social unit because of its emphasis on historical analysis, also it’s a technique to suggest measures for improvement in the context of the present environment of the concerned social units.
• It represents a real record of personal experiences which very often escape the attention of most of the skilled researchers using other techniques.
• It enhances the experience, analyzing ability, and skills of the researcher.
• It facilitates the drawing of inferences and helps in maintaining the continuity of the research process.

Limitations: Important limitations of the case study method may as well be highlighted.

• Case situations are seldom comparable and as such the information gathered in case studies is often not comparable. Since the subject under the case study tells history in his own words, logical concepts and units of scientific classification have to be read into it or out of it by the investigator.
• Read Bain does not consider the case data as significant scientific data since they do not provide knowledge of the “impersonal, universal, non-ethical, non-practical, repetitive aspects of phenomena.”8 Real information is often not collected because the subjectivity of the researcher does enter in the collection of information in a case study.
• The danger of false generalization is always there in view of the fact that no set rules are followed in the collection of the information and only a few units are studied.
• It consumes more time and requires a lot of expenditure. More time is needed under the case study method since one studies the natural history cycles of social units and that too minutely.
• The case data are often vitiated because the subject, according to reading Bain, may write what he thinks the investigator wants; and the greater the rapport, the more subjective the whole process is.
• The case study method is based on several assumptions which may not be very realistic at times, and as such, the use of case data is always subject to doubt.
• The case study method can be used only in a limited sphere, it is not possible to use it in the case of a big society. Sampling is also not possible under a case study method.
• Response of the investigator is an important limitation of the case study method. He often thinks that he has full knowledge of the unit and can himself answer about it. In case the same is not true, then consequences follow. In fact, this is more the fault of the researcher rather than that of the case method.

Despite the above-stated limitations, we find that case studies are being undertaken in several disciplines, particularly in sociology, as a tool of scientific research in view of the several advantages indicated earlier. Most of the limitations can be removed if researchers are always conscious of these and are well trained in the modern methods of collecting case data and in the scientific techniques of assembling, classifying, and processing the same. Besides, case studies, in modern times, can be conducted in such a manner that the data are amenable to quantification and statistical treatment. Possibly, this is also the reason why case studies are becoming popular day by day.

Reference:  Research Methodology written by C.R. Kothari

Former Student at Rajshahi University

About The Author

Md. Harun Ar Rashid

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• Introduction

The case study creation process

Types of case studies, benefits and limitations.

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• Table Of Contents

case study , detailed description and assessment of a specific situation in the real world created for the purpose of deriving generalizations and other insights from it. A case study can be about an individual, a group of people, an organization, or an event, among other subjects.

By focusing on a specific subject in its natural setting, a case study can help improve understanding of the broader features and processes at work. Case studies are a research method used in multiple fields, including business, criminology , education , medicine and other forms of health care, anthropology , political science , psychology , and social work . Data in case studies can be both qualitative and quantitative. Unlike experiments, where researchers control and manipulate situations, case studies are considered to be “naturalistic” because subjects are studied in their natural context . ( See also natural experiment .)

The creation of a case study typically involves the following steps:

• The research question to be studied is defined, informed by existing literature and previous research. Researchers should clearly define the scope of the case, and they should compile a list of evidence to be collected as well as identify the nature of insights that they expect to gain from the case study.
• Once the case is identified, the research team is given access to the individual, organization, or situation being studied. Individuals are informed of risks associated with participation and must provide their consent , which may involve signing confidentiality or anonymity agreements.
• Researchers then collect evidence using multiple methods, which may include qualitative techniques, such as interviews, focus groups , and direct observations, as well as quantitative methods, such as surveys, questionnaires, and data audits. The collection procedures need to be well defined to ensure the relevance and accuracy of the evidence.
• The collected evidence is analyzed to come up with insights. Each data source must be reviewed carefully by itself and in the larger context of the case study so as to ensure continued relevance. At the same time, care must be taken not to force the analysis to fit (potentially preconceived) conclusions. While the eventual case study may serve as the basis for generalizations, these generalizations must be made cautiously to ensure that specific nuances are not lost in the averages.
• Finally, the case study is packaged for larger groups and publication. At this stage some information may be withheld, as in business case studies, to allow readers to draw their own conclusions. In scientific fields, the completed case study needs to be a coherent whole, with all findings and statistical relationships clearly documented.

Case studies have been used as a research method across multiple fields. They are particularly popular in the fields of law, business, and employee training; they typically focus on a problem that an individual or organization is facing. The situation is presented in considerable detail, often with supporting data, to discussion participants, who are asked to make recommendations that will solve the stated problem. The business case study as a method of instruction was made popular in the 1920s by instructors at Harvard Business School who adapted an approach used at Harvard Law School in which real-world cases were used in classroom discussions. Other business and law schools started compiling case studies as teaching aids for students. In a business school case study, students are not provided with the complete list of facts pertaining to the topic and are thus forced to discuss and compare their perspectives with those of their peers to recommend solutions.

In criminology , case studies typically focus on the lives of an individual or a group of individuals. These studies can provide particularly valuable insight into the personalities and motives of individual criminals, but they may suffer from a lack of objectivity on the part of the researchers (typically because of the researchers’ biases when working with people with a criminal history), and their findings may be difficult to generalize.

In sociology , the case-study method was developed by Frédéric Le Play in France during the 19th century. This approach involves a field worker staying with a family for a period of time, gathering data on the family members’ attitudes and interactions and on their income, expenditures, and physical possessions. Similar approaches have been used in anthropology . Such studies can sometimes continue for many years.

Case studies provide insight into situations that involve a specific entity or set of circumstances. They can be beneficial in helping to explain the causal relationships between quantitative indicators in a field of study, such as what drives a company’s market share. By introducing real-world examples, they also plunge the reader into an actual, concrete situation and make the concepts real rather than theoretical. They also help people study rare situations that they might not otherwise experience.

Because case studies are in a “naturalistic” environment , they are limited in terms of research design: researchers lack control over what they are studying, which means that the results often cannot be reproduced. Also, care must be taken to stay within the bounds of the research question on which the case study is focusing. Other limitations to case studies revolve around the data collected. It may be difficult, for instance, for researchers to organize the large volume of data that can emerge from the study, and their analysis of the data must be carefully thought through to produce scientifically valid insights. The research methodology used to generate these insights is as important as the insights themselves, for the latter need to be seen in the proper context. Taken out of context, they may lead to erroneous conclusions. Like all scientific studies, case studies need to be approached objectively; personal bias or opinion may skew the research methods as well as the results. ( See also confirmation bias .)

Business case studies in particular have been criticized for approaching a problem or situation from a narrow perspective. Students are expected to come up with solutions for a problem based on the data provided. However, in real life, the situation is typically reversed: business managers face a problem and must then look for data to help them solve it.

Case Study Method Advantages and Disadvantages: Essential Insights for Success

Ever wondered why the case study method is so popular in fields like business, psychology, and education? It’s because case studies offer a unique way to dive deep into real-world scenarios, allowing you to explore complex issues in a detailed manner. By examining specific instances, you gain insights that are often missed in broader surveys or theoretical research.

But like any other research method, the case study approach has its pros and cons. While it provides in-depth understanding and rich qualitative data, it can also be time-consuming and sometimes lacks generalizability. So, how do you decide if it’s the right method for your research? Let’s explore the advantages and disadvantages to help you make an informed choice.

Key Takeaways

• In-Depth Insights: Case studies provide comprehensive and detailed data by exploring specific real-world scenarios, often revealing nuances and contexts missed by broader research methods.
• Qualitative and Quantitative Data: This method involves gathering a mix of qualitative and quantitative data, enhancing the richness and depth of the research.
• Challenges of Generalizability: While case studies offer in-depth insight, their findings are often specific to the case and may not be broadly applicable to other settings or situations.
• Time-Consuming Process: Conducting case studies requires significant time and effort, which can be a limitation for busy entrepreneurs and researchers needing quick insights.
• Strategic Application: Use case studies when exploring unique business models, understanding specific customer behaviors, or analyzing specific scenarios, but employ strategies like diversifying sources and effective time management to mitigate potential drawbacks.

Understanding the Case Study Method

Curious about how the case study method can enhance your entrepreneurial journey? Let’s break it down.

What Is a Case Study?

A case study is an in-depth investigation of a single entity, such as an individual, group, organization, or event. By focusing on real-life contexts, it provides comprehensive insights that can unveil unique patterns typically missed by broader research methods. This method involves a mix of qualitative and quantitative data collection techniques, including interviews, observations, and document analysis.

How Case Studies Are Used in Research

Researchers use case studies extensively across various fields due to their flexibility and depth of analysis. In business, they help you understand market trends, customer behavior, and effective strategies by examining real-life examples. Successful startups often serve as case studies, providing valuable lessons for budding entrepreneurs. In education, case studies contextualize theories, making learning more relatable. In psychology, they offer detailed explorations of specific issues or treatments, which can inform broader practices.

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Advantages of the Case Study Method

The case study method stands out in business and entrepreneurial research, offering in-depth insights and practical lessons.

In-Depth Data Collection

You gather comprehensive data through case studies, using techniques like interviews, observations, and document reviews. By employing both qualitative and quantitative methods, you gain a thorough understanding of real-world applications and business strategies. This approach lets you explore each aspect of a business scenario, providing detailed evidence for your insights.

Uncovering Nuances and Context

Case studies reveal unique patterns and hidden details often missed by broader research methods. When you analyze a successful startup, you uncover specific strategies that contributed to its success. This method helps you understand the context behind decisions, market conditions, and customer behavior, offering actionable insights for your entrepreneurial endeavors. By focusing on the nuances, you can apply these learnings to your own business and side-hustles, refining your strategies for better outcomes.

Disadvantages of the Case Study Method

Despite the many advantages, the case study method also presents several challenges that can impact its effectiveness in business contexts.

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Limitations in Generalizability

Case studies provide in-depth insights into specific scenarios; however, they often lack broad applicability. When focusing on a single business or entrepreneur, findings may not represent the experiences of others. For instance, a strategy that worked for a particular online startup might not yield the same results for a different venture due to varying market conditions and business models. Limited sample sizes in case studies further constrain their generalizability, making it difficult to formulate universal conclusions or industry-wide trends.

Time-Consuming Nature

Conducting case studies requires significant time and effort. Collecting data through interviews, observations, and document reviews can be particularly exhaustive. As an entrepreneur juggling multiple side-hustles, dedicating time to such detailed research might detract from hands-on activities that directly impact your business. Long research durations also delay the availability of insights, making them less timely or relevant in rapidly evolving market conditions. This time-intensive nature can be a deterrent, especially when quick decision-making and agility are crucial for business success.

Balancing the Pros and Cons

For entrepreneurs and business enthusiasts like you, the case study method offers a way to dive deep into specific business scenarios. It’s a powerful tool, but it has both benefits and challenges.

When to Choose Case Study Method

Use the case study method when you need detailed, practical insights. This method works well when exploring unique business models, understanding specific customer behaviors, or examining the success strategies of other startups. Large-scale statistics can’t capture the nuances you get from a focused case study.

• Launching a new product and needing to understand early adopter behavior.
• Analyzing a failed competitor to learn what went wrong.

Strategies to Mitigate Disadvantages

To mitigate the limitations of case studies, employ these strategies:

• Diversify Sources : Include multiple case studies to build a broader understanding, reducing the risk of overgeneralization.
• Time Management : Allocate specific time slots for case study research to prevent it from consuming your hands-on business activities.
• Collaborate : Work with others to share the research load and bring in diverse perspectives.

These strategies help you get the most out of the case study method while addressing common drawbacks.

The case study method offers a unique way to gain in-depth insights and analyze complex scenarios in various fields. While it has its challenges like time consumption and limited generalizability you can still leverage its strengths by using diverse sources and effective time management. Collaborating with others can also help you make the most out of your case studies. By understanding when and how to use this method you’ll be better equipped to harness its full potential for your business or research endeavors.

Frequently Asked Questions

What are the primary benefits of the case study method in business.

The case study method offers detailed insights, helps analyze market trends, and understands customer behavior through both qualitative and quantitative data collection techniques.

What fields commonly use the case study method?

The case study method is popular in business, psychology, and education for its ability to provide comprehensive and detailed insights.

What are the main disadvantages of using the case study method in business?

The main disadvantages include limitations in generalizability and the time-consuming nature of conducting in-depth research.

How can businesses mitigate the limitations of the case study method?

Businesses can mitigate limitations by diversifying their data sources, managing research time effectively, and collaborating with others to enhance the quality and applicability of their case studies.

When should entrepreneurs and business enthusiasts choose the case study method?

Entrepreneurs and business enthusiasts should choose the case study method when they need detailed, qualitative insights that cannot be captured through other research methods.

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Case Study: Students Guidelines for an A+ Paper

• Icon Calendar 20 August 2024
• Icon Page 9337 words
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Case studies are essential in presenting detailed information regarding a subject of interest. Psychology, business, marketing, law, and medicine case studies have a standard structure. In writing, some examples of commentaries include collective, descriptive, instrumental, intrinsic, and exploratory case studies. Further on, people can use various methods, like observation, surveys, focus groups, interviews, and design thinking to gather the necessary research data for presentation. According to its definition and writing format, a standard case study should have an introduction and background, parties involved, problem, possible solutions, discussion, alternative solutions, limitations, action plan, outcome, and conclusion. In turn, creating an outline helps to organize main ideas chronologically, while compelling documents should have a formal tone and be contained in paragraphs. Finally, each writing passage in a case study should dwell and expound on a single view and have a topic sentence, supporting evidence, and a transitioning statement.

General Aspects

Case studies that tell a story about a specific individual, group, event, or institution provide the best way to prove evidence and its application, developing a better understanding of a phenomenon under analysis. Basically, a good case study is a descriptive paper that gathers qualitative data. Moreover, people should read this article because it concisely defines what is a case study, its format, prompts, examples from different areas of study, their types, and data collection methods. Among other types of papers , scholars who present case investigations should follow proper outlines to guide a writing process and ensure clarity of ideas. Although students can use different ways to write a case study, they should include an introduction and background, parties involved, research problem, conceivable solutions, discussion, alternative solutions, limitations, action plan, outcome, and conclusion.

What Is a Case Study and Its Purpose

According to its definition, a case study is a detailed and in-depth research examination of a particular subject, such as an individual, group, event, or organization, within its real-world context. For example, the main purpose of writing a case study is to provide a comprehensive understanding of a chosen subject by closely analyzing its context, processes, and outcomes (Thomas, 2021). Basically, this method is commonly used in various fields, including social sciences, business, and medicine, to explore complex issues, identify patterns, and generate some insights that might not be captured through broader, more quantitative research approaches. Further on, such an approach allows researchers or practitioners to gain valuable insights into specific phenomena, uncover underlying causes, and develop theories or solutions that can be applied in similar situations (Andrews, 2021). Moreover, by focusing on a specific example, these compositions allow professionals to identify patterns, test theories, or generate new hypotheses, contributing valuable knowledge to many fields. In terms of pages and words, the length of a case study depends on academic levels, assignment instructions, scopes of research, and disciplines, while general writing guidelines are:

High School

• Length: 1-3 pages
• Word Count: 250-750 words
• Comment: At a high school level, papers are often concise, focusing on key aspects of an assigned situation.

College (Undergraduate)

• Length: 2-4 pages
• Word Count: 500-1,000 words
• Comment: College-level papers require more detailed analysis, including background research, discussion of theories, and application to a specific instance.

University (Advanced Undergraduate)

• Length: 3-6 pages
• Word Count: 750-1,500 words
• Comment: At this university level, papers are more comprehensive in writing, requiring extensive research, critical analysis, and a strong application of relevant theories.

Master’s

• Length: 4-8 pages
• Word Count: 1,000-2,000 words
• Comment: Master’s level papers are highly detailed and research-intensive.
• Length: 6-12+ pages
• Word Count: 1,500-3,000+ words
• Comment: Ph.D. case studies are typically a writing component of a larger dissertation.

Note: Some writing sections of a case study can be added, deleted, or combined with each other, depending on length, subject, and assignment requirements. For example, a standard case study format is a structured outline that organizes an entire content of a paper, typically including sections, such as an introduction, background, analysis, findings, and conclusions, to ensure a clear and logical presentation of a specific instance (Thomas, 2021). A case study example is a detailed examination of a real-life situation or problem, such as a company’s successful marketing campaign or a patient’s treatment process, used to illustrate key concepts and provide practical insights. In a case study, a specific subject, such as an individual, group, organization, event, or process, is studied in-depth to analyze its complexities, dynamics, and outcomes within a real-world context (Andrews, 2021). Further on, a case study method is a research approach that involves a detailed and contextual analysis of a specific subject or instance to explore complex issues and generate insights that can inform theory, practice, or further examination. It is called a case study because it involves an in-depth examination of a specific instance or “case” to explore and understand complex issues, drawing broader lessons or insights from a detailed analysis (Baron & McNeal, 2020). In writing, data for a case study can be found through primary sources, like interviews and observations, and secondary sources, such as journal articles, scholarly reports, and company records. As such, case studies provide deep, contextual insights into specific situations, offering detailed analysis and real-world applications, but they are limited by their focus on a single instance, which may not be generalizable to broader contexts (Glette & Wiig, 2022). Finally, to start a case study, people begin by introducing a specific subject, providing relevant background information, and clearly stating a main issue or objective that an entire examination will explore.

Defining Features

A case study is an in-depth analysis of an individual, group, event, or institution. In writing, people can explore every aspect of a subject’s life to understand some patterns and causes of behavior. For example, such papers are common in psychology, education, anthropology, political science, and social work (Baron & McNeal, 2020). Finally, investigating a research issue provides more insights into a subject of interest and uses an acquired knowledge to generalize concepts.

Case studies have a narrow focus, which makes them relevant to a specific subject. Basically, individuals may describe a single item, and they seek to expose important writing details of concepts under investigation. In case studies where scholars evaluate events, they focus on a single aspect (Stein, 2023). Moreover, good papers should have a clear heading on a feature one evaluates and writes about. In turn, this trend allows readers to understand a central focus of an entire work. Therefore, scholars should cover a single aspect of any instance under investigation.

People need to write case studies when they intend to obtain specific, appropriate, and comprehensive knowledge about a subject of interest. For example, they can use different qualitative and quantitative methods to gather research information from credible sources about a chosen topic (Thomas, 2021). The resulting evidence is important for explaining, comparing, evaluating, and recognizing various aspects of a specific research problem. Finally, such documents are common in learning institutions, commercial companies, healthcare facilities, and government agencies, where individuals evaluate and write about important concepts or address existing challenges.

➖ Difference From Research Papers

A case study differs from a research paper or an executive summary due to its narrow scope. For example, academic research has a wide scope that includes a specific purpose of a given study, sample population, duration of evaluation, relevant theories, results, and other aspects covered (Andrews, 2021). However, various types of papers focus on a narrow span of themes that involve human subjects. In writing, such papers allow scholars to conduct an in-depth evaluation of a subject regarding an individual, group, event, or institution.

➖ Difference From Essays

Case studies differ from various types of essays because they focus on specific situations to provide approaches and solutions. For example, writing a case study in history suggests formal research that requires supporting evidence to justify a claim (Baron & McNeal, 2020). However, an essay is a form of writing that informs a targeted audience about a topic or subject. In writing, academic papers contain an explanation and elucidation of a specific concept.

➖ Combining Objective and Subjective Information

A case study covers objective and subjective aspects. For instance, scholars should identify valid research data for investigation, and the primary aim is to develop a basis for inferences that authors intend to make (Andrews, 2021). In writing, people should make an objective description of some features identified. Hence, they should provide details of subjective aspects of a given theme and cover reliable sources, and they should give sensory details. As a result, this strategy makes it possible for readers to develop an intrinsic understanding of a subject under analysis. Besides, it allows students to offer a means of expressing how people should feel toward a writing theme under investigation.

➖ Descriptive Information

Learning to prepare a case study helps people to collect detailed descriptive data. For example, when mastering their descriptive writing, students gain skills to evaluate various features accurately (Thomas, 2021). It becomes possible for learners to identify unique details for writing. Besides, such a strategy lays down a foundation of extensive research. In turn, scholars who complete documents effectively can carry out a comprehensive investigation of many topics. They also gain proper skills to understand and analyze essential concepts. Therefore, knowing how to write a case study enables people to develop skills to collect data in various research studies.

➖ Study Hypothesis

Preparing a case study enables students to develop a research hypothesis. In principle, scholars who analyze modern situations and instances gain significant knowledge that can be used to identify and solve complex issues. Basically, students develop a deeper understanding of various concepts and write about them. For example, they can predict outcomes related to specific circumstances they examine (Baron & McNeal, 2020). In turn, hypotheses are useful in research studies. Hence, experienced students postulate ideas before making inquiries. Moreover, they engage in different study methods to validate their research proposal. Thus, preparing these types of documents gives learners a positive experience of writing a null and alternative hypothesis that guides knowledge.

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Steps on How to Write a Case Study

To write a case study, people thoroughly research and analyze a chosen subject, structure their findings clearly, and present them with supporting evidence, linking theory to practice and concluding with actionable insights or recommendations. For example, a standard writing structure of a case study includes an introduction, background information, an analysis of a chosen subject, and a conclusion with recommendations (Baron & McNeal, 2020). In turn, basic writing steps to follow are:

• Select a Case: Choose a relevant and impactful case that offers valuable insights or lessons.
• Conduct Thorough Research: Gather all necessary information, including background data, interviews, and relevant literature to write about.
• Define a Problem or Objective: Clearly articulate a central issue or goal that a case study will address.
• Develop an Outline: Organize a correct writing structure of your document, outlining key sections and content.
• Write an Introduction: Provide context, introduce a case, and state key objectives of your analysis.
• Present a Background: Offer detailed information on a case, including its history, context, and key stakeholders to write about.
• Analyze a Case: Apply relevant theories and concepts to dissect a case, identifying patterns, issues, and outcomes.
• Discuss Key Findings: Interpret analysis results, highlighting key takeaways and their implications.
• Formulate Recommendations: Propose practical solutions or strategies based on the findings and analysis.
• Conclude and Review: Summarize key points, revisit objectives, and review an entire case study for clarity and writing accuracy.

Example of a Psychology Case Study

In a psychology case study scenario, a doctor diagnosed a 15-year-old French female living with her parents and younger siblings with anxiety, separation anxiety, and attention disorder. The patient lived with her parents, who experienced significant marital problems. Parents had separated several times and were discussing a possible divorce. The patient’s mother reported a history of psychiatric treatment for depression and anxiety. In addition, the father had a history of bipolar disorder and psychiatric treatment.

The patient recorded poor academic performance in several classes. Moreover, parents were looking for a new school because of poor grades recorded in the previous educational year. The patient presented the following symptoms:

• frequent sadness and crying;
• high appetite and overeating;
• anxiety and irritability;
• insomnia and hopelessness;
• loss of concentration;
• low self-esteem and guilt.

In addition to the above symptoms, the patient presented difficulties in interpersonal relationships, persistent negative thoughts about her physical appearance, and blame regarding her parent’s marital challenges. The doctor explored the patient’s medical history to discover she suffered from overweight and asthma. Besides, the patient had accessed supportive psychotherapy and used anti-depressants to stabilize her mental condition. Rejection by a potential boyfriend triggered the first episode of stress. However, her parents’ marital challenges started the current stress and psychological difficulties attack.

The doctor used Diagnostic Interview Schedule (DIS) for children to diagnose the patient with a depressive disorder. DIS is a semi-structured diagnostic interview that allows doctors to assess the presence of a wide range of psychiatric disorders. The doctor used DIS to determine specific symptoms’ presence, chronology, duration, and associated deficiency in this case study. The patient responded to “no,” “somewhat,” and “yes” questions regarding her symptoms. The doctor determined that the patient experienced sadness, hopelessness, loss of interest, short temper, irritation, tiredness, memory loss, sleep disorders, excessive eating, and weight gain. The physician observed that the patient suffered from a depressive disorder that caused anxiety, fear of separation, and attention deficit.

The doctor treated the patient with cognitive-behavioral therapy (CBT), which helps to manage depression among French adults. In particular, the patient attended 12 CBT sessions to acquire stress management skills and social interaction capabilities necessary for coping with high-risk situations. This intervention was essential in reducing interpersonal worries and intrapersonal anxiety, like anger and depression. The first 12 sessions were required to train the patient to use active behavior and cognitive coping methods to deal with problems. Thus, the doctor enhanced the intervention with eight sessions of group psychoeducation to ensure the patient obtained social support to maintain the needed temperance.

The first four sessions were used to teach the patient about the impact of negative thoughts on mood. According to a case study, the patient gained adequate knowledge on overcoming dysfunctional thought patterns and increasing positive beliefs. The patient completed a daily log of positive and negative thoughts. Besides, the doctor required her to identify effective ways to challenge dysfunctional thoughts.

The subsequent three sessions allowed the patient to learn more about pleasant activities, time management, and goal-setting activities that can improve mood. Some essential activities in these sessions included recording enjoyable activities, completing a daily and weekly planner, and establishing specific goals and actions for achieving them. The last three sessions focused on how interpersonal relationships affect mood. The physician focused on training the patient on effective ways to increase and maintain social support and enhance assertive communication skills. These skills were necessary for enabling the patient to identify functional relationships and appropriate communication strategies for maintaining such positive associations.

The doctor may have used other methods, like psychological evaluation, to diagnose the patient’s depressive disorder. This method would not involve assessing the patient’s family medical history and social experiences. Psychological evaluation allows physicians to ask patients about their condition and past experiences. The information helps to reveal the core factors undermining patients’ overall health outcomes. Besides, the physician may have adopted peer support as an appropriate intervention method to assist the patient in curbing depression. From a case study, the intervention provides sustainable solutions to existing problems by encouraging patients to embrace desirable behaviors to enhance their mental resilience.

Example of a Medical Case Study

In a medical case study scenario, a pharmacist clinician received a referral of a 58-year-old white woman for pharmacotherapy consideration and diabetes management. The patient had a history of multiple medical conditions, like type 2 diabetes, hypertension, and long-standing musculoskeletal pain from a previous car accident. Other medical conditions include anemia, knee replacement, and several hospital admissions for asthma-related complications.

The patient’s medication includes a pre-mixture of insulin lispro protamine suspension and preparation. The patient takes 33 units before breakfast and 23 before supper. The patient reported that she takes a little more insulin during the days when her blood glucose increases. However, she still needs to receive previous instructions on using an insulin adjustment formula. In addition, the patient uses an inhaler to manage her asthmatic condition.

The patient’s current major complaint is an increase in asthma complications. The patient needs prednisone tapers due to previous undesirable outcomes. For example, she reported experiencing growth in her blood glucose readings during her last round of prednisone therapy. The scenario occurred despite her significant reduction in carbohydrate intake. However, the patient reported facing financial challenges that prevent her from purchasing the required fluticasone or salmeterol, which forces her to take prednisone and albuterol to manage the worsening asthma episodes.

Results from a physical examination revealed that the patient appeared obese with minimal distress. According to a case study, she weighed 110 kg and had a height of 5.8 feet. The patient had a blood pressure of 130/78 mmHg and a pulse of 87 bmp. Her lungs were clear to auscultation and were without wheezing or rales. The patient also reported experiencing foot swelling when she remains active or stands for long hours. The patient said she was taking furosemide tablets to control her swelling.

The clinician discovered that the patient experienced persistent and severe asthma with poor control methods. She failed to embrace effective strategies to manage and control her asthmatic condition. The situation worsened her diabetic condition and treatment. In turn, the patient’s financial conditions affected her ability to maintain desirable, appropriate medication behavior. Other factors hindering better health outcomes include insufficient patient education regarding the role of specific medications.

The clinician proposed using a systematic method to evaluate the proper intervention for the patient. The findings emphasized patient-oriented evidence to support the most appropriate intervention. The physician developed an intervention plan that provided the patient with the necessary support throughout her treatment. The main aim was to identify possible side effects, drug interactions, or toxicity issues that require immediate attention.

However, the clinician could use an alternative method, like providing a medication-based intervention to the patient. The clinician would have identified alternative drugs for the patient and recommended a hospital admission for close assessment. This intervention would allow the clinician to identify the most appropriate medication to restore the patient’s overall health by managing asthma and diabetes more effectively. From a case study, the medication-based intervention would enable the patient to gain adequate knowledge of the proper medications and appreciate the need to follow guided prescriptions.

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Example of a Marketing Case Study

In a marketing case study scenario, Bivea is a skin and personal care brand start-up that targets the American market. The company has experienced significant growth from a signature product to diverse pharmaceutical inventions. Although Bivea has recorded positive change in the United States (US), there were challenges in promoting success in Asia, Latin American, and Eastern European markets. The clear benefit concept has failed to encourage company growth in the Asian market.

Bivea succeeded with new product rollouts throughout the past decade. The company succeeded in maintaining consistency in its visual and verbal messaging. However, these promotion methods are not suitable for the dynamic market of the twenty-first century. For example, a rise in critical consumers, aggressive compensations, and private labels pose a significant marketing threat to the company. The current challenges include high costs to penetrate the targeted markets and low consumer acceptance.

Bivea management considered introducing private-label skin care products to lower the cost of entering the targeted markets. According to a case study, this intervention allowed the company to create pre-made formulations that retailers could put their labels on and sell under their brand. As a result, the alternative enabled local retailers to lower the high cost and time investment associated with creating their formulas from scratch. Besides, Bivea lowered the operational price related to legal and taxation policies in different countries.

The private-label skin care products enabled the company to create a stable and reliable network of local retailers. For instance, the organization successfully attracted local companies in skin and personal care products. In turn, the visual and verbal messaging promotion technique successfully attracted and maintained a stable network of retailers. However, this marketing approach hindered the company from establishing its brand effectively.

Although Bivea succeeded in creating a reliable network of retailers, alternative approaches would assist the institution in selling its brand to local consumers. For example, the management would launch online-based marketing strategies to reach younger consumers through various social media platforms. This intervention would allow the company to attract a new segment of customers and establish a strong brand in the Asian market. The new marketing strategy would enable the company to understand the unique needs of young consumers. The resulting evidence would help Bivea to diversify its products to meet the needs of the new customer segment. From a case study, other benefits include an added competitive advantage as Bevia promotes its brand in the Asian market.

Example of a Business Case Study

In a business case study scenario, a company ABC experienced stiff competition from upcoming organizations due to inefficient operational systems. ABC was a cosmetic company that focused on producing and distributing beauty products. The company relied on a conventional operating model that remained unchanged over the last decade. The management disregarded the need to embrace change or adopt technology-based solutions. However, such practices exposed the company to stiff competition from emerging cosmetic firms that embraced innovative solutions, like intelligent machines, advanced analytics, and digital connectivity. The company recorded a drop in overall revenue in the previous financial year.

The company had 20% Baby Boomers, 70% Generation Z, and 10% Millennial employees. This diverse workforce posed significant operational challenges as the company needed to catch up in embracing new technological solutions. Most of the Baby Boomers held leadership positions and believed the company should use proven strategies. In addition, they thought that all employees should receive appraisals based on their overall performance levels. On the other hand, Generation X employees considered job security the most crucial aspect of their careers. Workers in this generation should have improved their overall skills and expertise. These traits of older employees discouraged Millennials from embracing technology-based and innovative solutions that can enhance their productivity. The result was a demoralized workforce that failed to meet the company’s expectations.

The management established a team of experts to review the current situation in the firm and propose a practical solution that could boost the company’s productivity. The team interviewed employees to determine the primary cause of existing challenges affecting overall productivity. Results obtained from a case study revealed that generational difference was the primary barrier to the company’s progress. There was a significant breakdown in communication between older employees. For example, Millennials overlooked the need to express their concerns and views to senior managers who were Baby Boomers. In turn, Baby Boomer and Generation Z employees regarded Millennials as negligent and non-cooperative. These social challenges hindered the flow of information within the company and discouraged employees’ ability to implement desirable changes.

Experts noted that the company should embrace new technologies to improve performance. The findings revealed that most of the activities in the company were similar and redundant. Furthermore, most of the activities were straightforward and did not require specialized skills for execution. According to a case study, experts realized the company could adopt technology-based solutions to automate most operations. Other proposals included training employees to understand the need to embrace technology-based solutions. The team of experts proposed a collaborative approach where the company would seek professional support from professionals on practical technological solutions to automate the production of cosmetic products.

The management hired Siemens to provide automation solutions to the production process. Siemens provided automated solutions through automotive-embedded software developments that were aligned with ABC’s needs. All employees received adequate training on operating computerized systems. Other support services included employee mentoring and team-building activities to encourage employees to embrace modern technology. The strategy was crucial in ensuring that Baby Boomer and Generation X employees appreciated the need to integrate technology-based solutions to enhance efficiency. However, most older employees felt intimidated by Millennials, who had well-versed knowledge about new technologies. On their part, Millennials thought that Baby Boomer and Generation Z employees created systemic barriers to embracing latest technologies. Other challenges included increased operational costs due to a large and less effective workforce.

The company may have adopted alternative solutions by laying off older employees and hiring more Millennials to champion technology-based solutions. The management should have opted to promote employees interested in the technology-based to take up management roles. This strategy would ensure speedy implementation of effective solutions to encourage efficiency and lower operational costs. From a case study, the management would provide Millennials with a supportive work environment to ensure that they create new and innovative interventions to address emerging issues.

Example of a Legal Case Study

In a legal case study scenario, an African American artist composed a rap song and posted it on YouTube. The song gained two million viewers within two days. Another White artist created a parody of a rap song after one week. The parody had five million views on YouTube on the first day of its release. The views for the original song constantly increased to 8 million over the next five weeks. However, the parody gained popularity too, gaining over 15 million views within five weeks.

The African American artist filed a legal suit against the White musician for violating the copyright rules. The complainant argued that the White musician used the original song for personal economic gain. The plaintiff argued that the large number of followers for the parody translated to a monetary value. The complainant explained that the White musician targeted the African American artist for personal economic gain. The cultural difference between Whites and Blacks, including discrimination toward minority groups, allowed the parody song to gain popularity.

The defendant filed a response and argued that the primary purpose of the parody was to create humor. The large following on YouTube indicated people’s tendency to appreciate comedy and satire. The defendant encouraged the court to reject the legal application because the economic value gained from the parody was a justifiable reward for creating humor. The respondent explained that comedy is a talent and jesters focus on creating satire. According to a case study, the income earned from comedy is not the primary motivation for creating a comic parody. The respondent explained that the parody did not violate the First Amendment as the primary intention was fair use. With this regard, the defendant explained that the parody allowed the original song to gain popularity, as evidenced by an increase in viewers from two to eight million. In this case, the satire was composed for fair use instead of imposing unhealthy competition against the original song.

The judge of the district court ruled in favor of the defendant. The judge cited the First Amendment as the constitutional law that protects parody work in the United States (US). The Constitution regards parody as a unique form of expression where artists can criticize or provide commentary on the original work. Such rights allow people to find fault or comment about the artist or something connected to the original work. The White artist did not violate the fair use exception enumerated in section 107 of the Copyright Act. It focuses on the purpose and character of the use, the nature of the amount and substantiality of the original work, and the effect on the market value of the targeted piece of art. The judge explained that the White artist intended to create humor, which may have increased the value of the original song.

The judge’s evaluation revealed that the parody was fair use since the White artist intended to make a social commentary. The White artist’s intention was not to attract any commercial gain. However, the realized economic growth was a reward for creating humor. The judge explained that the monetary gain realized was a form of appreciation from the audience who values the social role of parodies. As a result, the judge rejected an argument by a complainant that all White artists took advantage of cultural differences to criticize the rap song for their personal economic gains.

The judge made a correct ruling by applying constitutional law to safeguard a social role of parody work. Artists are central to communicating essential messages about community and social or cultural values. The First Amendment and Fair Use Act are necessary legislatures allowing people to express their views regarding a piece of art. Positive criticism by other artists is a crucial function that enables people to improve the value of their work.

This legal case study has academic value since it reveals effective ways of applying constitutional law in promoting and protecting different art genres. Law students can use the commentaries to understand how to apply the Constitution in instances that lead to a conflict of interest. Such practices are necessary to consider the public interest when making legal decisions. It also requires critical thinking to safeguard each party’s fundamental and constitutional rights. The example of parody is unique since it promotes people’s right to express contrary opinions without fear of intimidation. From a case study, legal students should appreciate such values and use their profession to support an inclusive society where people have equal rights to express their views.

A practical case study is a process-oriented paper. For example, students need to explore and describe a complex nature of a process (Thomas, 2021). In writing, it is prudent for learners to explain what happens over time in a chosen aspect under analysis. Besides, this description allows readers to understand how some characteristics came into existence. Therefore, when writing case studies, authors should provide a clear description of people, events, or institutions that transpired in specific aspect under analysis.

🔸 Collective Case Study

Writing a collective case study allows people to analyze a group to understand a manifestation of a specific behavior or health condition. For example, scholars may study people in a particular setting or explore an entire community to gain insights into an existing challenge, research question, or topic of interest (Andrews, 2021). In principle, a good example of writing a collective case study is when a psychologist explores how access to resources in a community affects an overall psychological well-being of its members. Moreover, psychologists strive to establish an existing or implied relationship between two variables. As a result, to write a psychology case study, people thoroughly investigate a subject’s background and symptoms, apply relevant psychological theories, analyze this instance with supporting evidence, and conclude with insights or treatment recommendations.

Collective investigations may use qualitative research methods to evaluate several research works and determine a pattern of findings that explains a particular relationship between resources and psychological well-being in the targeted community. Alternatively, writing a collective case study may involve a quantitative research approach where individuals gather primary evidence from the targeted group to determine how access to scarce resources influences their overall mental well-being (Andrews, 2021). As such, Maslow’s hierarchy of needs theory is an excellent example of a model that results from writing a collective report. In turn, Maslow studied a large group of people to make justifiable conclusions about how this hierarchy of needs affects their satisfaction levels.

🔸 Descriptive Case Study

Writing a descriptive case study relates to a real-world situation that affects people or groups and how they find justifiable solutions. Basically, scholars create a concise and thorough account of some facts regarding a chose situation. For example, they make expert commentary to assist a targeted audience in understanding possible causes of an underlying research problem, some factors that influence possible solutions, and expected outcomes (Baron & McNeal, 2020). Besides, other significant findings from writing a descriptive report include lessons learned and their connection to existing theories, concepts, policies, and applicable tools. In writing, descriptive case studies are helpful teaching tools that lead to better insights into existing issues. Therefore, results from a descriptive research work offer essential lessons relevant to described or related problems.

Researchers use descriptive case studies to analyze and evaluate an identified solution critically. In essence, this approach helps to determine whether a given solution and its implementation achieved intended goals. Besides, results can explain why specific solutions may fail to achieve intended outcomes. For example, one can describe a possibility of adopting alternative solutions when initial ones fail (Baron & McNeal, 2020). As such, Kolb’s experiential learning theory is an excellent example of a concept that resulted from writing a descriptive document. Moreover, this theory has a four-stage learning cycle where learners encounter varying degrees of experience. In writing, students undergo experiencing, reflecting, thinking, and acting stages to demonstrate effective learning. Finally, these conclusions resulted from an extensive case study of how people acquire and apply knowledge in their real lives.

🔸 Instrumental Case Study

An instrumental case study uses a situation to gain new insights into the incident. In principle, a good example is when some individuals show interest in gaining insights into adult obesity rates. Hence, they may conduct an examination of female African American adults and a diet or exercise program. Further on, an entire scope of writing an instrumental document would be understanding a relationship between obesity and specific eating or physical exercise habits (Andrews, 2021). In turn, the findings from writing an instrumental case study may reveal why some female African American adults become obese despite maintaining healthy eating habits or engaging in regular physical activity.

Pavlov’s classical conditioning theory is an excellent example of an approach that can be used for writing an instrumental case study. For example, Pavlov discovered that pairing a neutral stimulus with absolute inducement that triggers an unconditional response leads to a conditioned incentive (Andrews, 2021). In essence, an interaction triggers a conditioned response that is like an initial unconditioned action. Finally, this theory reveals why people acquire unique behaviors or health conditions depending on their interactions with the immediate environment.

🔸 Intrinsic Case Study

An intrinsic case study has the central focus as the subject itself. For example, psychologists may establish a survey to understand how a person’s experience shapes some behaviors (Thomas, 2021). Intrinsic case studies start from vague objectives and lead to specific outcomes. In writing, one may develop questions regarding observed behaviors and past experiences. On the other hand, results reveal a connection between lived experiences, unique characters, and conduct.

Self-actualization theory by Carl Rogers is an excellent example of a good approach to writing an intrinsic case study. For example, self-actualization refers to the lifelong process where people maintain and enhance their self-concept (Thomas, 2021). Basically, some individuals reflect and reinterpret their past experiences to improve their overall outcomes. Furthermore, unique experiences motivate them to improve their general capacities and make the necessary improvements and behavioral adjustments. In turn, Rogers established that the congruence between a person’s ideal self and actual behaviors leads to self-actualization. As a result, such outcomes enable people to become inherently excellent and creative in addressing situations when they write intrinsic case studies.

🔸 Exploratory Case Study

Researchers use an exploratory case study to provide an in-depth analysis of a specific subject of interest. Basically, they conduct extensive and complex investigations on identified issues and write about them. For example, exploratory papers aim to understand an actual meaning and implication of collected research data and create new perceptions toward a core subject (Baron & McNeal, 2020). In writing, a main advantage of this investigation is an ability to narrow down a chosen topic and formulate a clear hypothesis and problem statement.

Operant conditioning within behaviorism by Edward Thorndike is an excellent example of a theory for writing an exploratory case study. Thorndike examined the relationship between events and classical conditioning. He also examined the connection between operant conditioning and learning from possible consequences of specific behaviors. Writing an exploratory study requires an in-depth analysis of various stimuli that influence people to adopt behaviors as a primary way of response (Baron & McNeal, 2020). Some consequences that people realize from specific actions affect them to acquire some conduct.

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Top 5 Data-Collecting Methods

1️⃣ Observation Research Method

Researchers use an observation method when examining things and collecting relevant research data. For example, one may observe animals or humans in their natural settings (Andrews, 2021). This method enables investigators to avoid direct interactions with targeted subjects when writing a case study. Such practices lead to writing accurate findings due to lower risks of interruptions.

2️⃣ Survey Study

Scholars use surveys to obtain data from written or multiple-choice answers about different subjects from targeted respondents. For example, an individual may conduct an online survey to minimize interactions with participants (Baron & McNeal, 2020). This method helps to gather internal and external feedback regarding products, policies, or issues directly affecting people. In turn, researchers can collect qualitative data from surveys to make justifiable conclusions concerning a topic of interest.

3️⃣ Researching Focus Groups

Focus group methods are essential in gathering research information from participants. For example, scholars may engage people from a specific group to gather qualitative evidence of their feelings, opinions, or emotions (Andrews, 2021). This method does not focus on collecting statistical evidence about issues of concern. Instead, researchers use focus groups to understand how people feel about or perceive a situation directly affecting them. For writing a case study, companies can use focus groups to understand better how their consumers recognize or think about a new product.

4️⃣ Conducting Interviews

Interviews involve a personal or face-to-face interaction between researchers and identified respondents. Basically, scholars share their interview questions with participants before an interview (Thomas, 2021). This approach is essential in ensuring respondents are comfortable participating in a proposed study. Further on, participants fill out consent forms after understanding an entire research and its purpose. Such a method supports collecting qualitative or quantitative data from respondents, depending on a study’s nature. For example, quantitative interviews result in objective research data, like a frequency of a particular activity or a probability of an event (Thomas, 2021). In turn, an entire writing process requires assigning a numerical value to each response to obtain quantitative data. Finally, qualitative interviews have similar closed-ended questions for all respondents.

5️⃣ Design Thinking Research

Design thinking is a data collection method focusing on brainstorming with participants to obtain unique ideas or resolutions to existing research problems. For example, when writing a case study, managers may use this method to receive possible solutions from their employees regarding an existing conflict situation (Baron & McNeal, 2020). Design thinking sessions may be face-to-face or virtual, depending on specific locations of respondents and investigators. As a result, design thinking leads to qualitative data regarding a subject of interest.

Structure in 10 Sections

Introduction and Background

A case study’s introduction and background section should have a hook and an attention-getter to capture a reader’s attention. For example, a college essay introduction determines whether readers can sacrifice their time to read the information presented (Andrews, 2021). This paragraph should summarize the main ideas regarding the research topic. Other important details include writing a thesis statement, which includes main concepts presented in a document. In turn, some examples of sentence starters for beginning a case study are:

• In this comprehensive case study, we will thoroughly examine key challenges and opportunities encountered by [Company/Organization] as a central point of … .
• This paper provides an in-depth analysis of critical factors that influenced a success/failure of [Project/Initiative] within a context of … .
• A primary focus of this investigation is to explore how [Company/Organization] managed to overcome [specific challenge] while operating in a highly competitive environment, shedding light on … .
• In a following detailed report, we will explore strategic decisions made by [Company/Organization] in response to [specific event or crisis] and how these decisions impacted … .
• This analysis seeks to study underlying causes of [specific issue or problem] faced by [Company/Organization] and evaluate an overall effectiveness of solutions implemented to address … .
• Through this examination, key factors contribute to a growth and development of [Company/Organization], with a particular attention to a role of … .
• In this report, we will analyze complex dynamics at play within [Industry/Sector], using [Company/Organization] as a case study to illustrate broader trends and challenges … .
• This document provides a detailed exploration of innovative approaches adopted by [Company/Organization] to navigate [specific market conditions or challenges] and assesses potential outcomes of these approaches on … .
• In this study, we will examine critical moments in an entire evolution of [Company/Organization], focusing on how leadership decisions and strategic initiatives shaped a particular course of … .
• This comprehensive project aims to shed light on complex challenges faced by [Company/Organization] during [specific time period] and evaluate long-term implications of key strategies employed to … .

Parties Involved

When writing case studies, authors should describe main participants involved in a scenario with its methodology and research method. Starting from a topic sentence, this section should reveal a specific relationship between participants and other key aspects (Thomas, 2021). In addition, information regarding methods used to identify participants is necessary since it improves an overall quality of the evidence presented. In writing, this section helps to determine how the key parties’ relationship influences the outcomes.

Authors of case studies should provide a clear explanation of a chosen problem under investigation. For example, each paper should have a unique situation with several possible solutions (Baron & McNeal, 2020). A clear problem description sets a stage for understanding researcher’s key objectives for writing a document. In turn, a given research problem should be feasible with possible solutions related to identified subjects.

Possible Solutions

A good case study should present at least one possible solution to an identified problem. For example, a relationship between subjects and other key aspects should lead to a practical solution (Andrews, 2021). Moreover, researchers should justify why identified solutions are applicable and write about them. Hence, a final answer should be viable within an identified scope.

One should provide a comprehensive discussion on a choices’ validity. For example, constructive discussions are necessary to provide additional research information and make essential interpretations (Thomas, 2021). Readers should rely on an entire discourse to appreciate that proposed solutions are valid in sufficiently addressing an identified research problem. Finally, researchers should avoid vague and misleading arguments when writing a case study.

Alternative Solutions

For writing this section, authors should describe alternative solutions relating to a particular case study. For example, a viable statement should have multiple solutions, each with unique benefits or problems (Baron & McNeal, 2020). On the other hand, a target audience should be able to evaluate alternative solutions to research issues identified. This writing approach allows readers to determine an overall effectiveness of an identified solution. Besides, each person may have independent and valid opinions on why some solutions are more reasonable than others.

Limitations

Practical solutions have possible setbacks during their implementation. In principle, researchers should identify potential problems associated with their findings or reports and write about them. For example, including limitations to identified solutions reveals an ability to apply critical thinking in determining the most applicable solutions (Andrews, 2021). However, potential problems should be realistic and functional within each case study’s research scope.

Action Plan

An action plan entails specific steps that companies, parties, or other stakeholders should take to address a defined problem. For example, practical solutions are achievable when executing using necessary steps (Thomas, 2021). In writing, an action plan should entail a chronological execution of steps that lead to desired outcomes. Besides, readers should follow through with a proposed action plan to understand how it leads to intended results.

Good case studies should include anticipated or realized outcomes. For example, people present their focus on enlightening an intened audience on effective ways to address existing research problems (Reichard et al., 2020). In writing, appropriate investigations should consist of plausible results that align with study objectives. Finally, one should explain possible outcomes realized from an adopted solution.

When all sections of a case study are written, scholars need to end their papers with a good conclusion. This last paragraph is needed since any problem, solution, outcome, limitation, or action must lead to a specific conclusion (Andrews, 2021). Hence, people need to provide a summary of all sections in their final paragraph of a case study.

Note: Some writing sections can be skipped or changed, depending on assignment requirements and case study length.

Outline and Template

An outline of a case study should contain main writing points presented in chronological order. Basically, people need to cover only significant issues in their outlines, and they include supporting evidence to support main points (Thomas, 2021). In turn, one should create a clear thesis statement from identified main issues, which should appear at the beginning of a paper’s writing structure. Besides, an effective thesis statement must capture a reader’s attention and provide a general topic overview. Finally, an example of a case study online and template is:

Topic: Clear and Descriptive Title of a Case Study

• Brief summary of a case study, including a main issue, key findings, and conclusions.

Introduction

• Background information on a specific subject or problem.
• Purpose and objectives of a document.
• Scope and significance of a case.

Case Background

• Detailed description of a case context.
• Relevant facts, data, and history.
• Key stakeholders involved.

Problem Statement

• Clearly define a main issue or challenge.
• Explain why this issue is important.

Literature Review

• Summary of relevant theories, research, or frameworks.
• How current literature relates to an entire case study.

Methodology

• Description of how data was collected (e.g., interviews, observations, etc.).
• Research design and analytical approach.
• Detailed examination of a situation.
• Application of relevant theories and concepts.
• Identification of patterns, causes, and effects.
• Summary of key results from an analysis.
• Discussion of some implications of these findings.
• Interpretation of the findings in relation to a problem statement.
• Comparison with existing literature or other instances.
• Consideration of alternative perspectives or counterarguments.

Recommendations

• Practical solutions or strategies based on the findings.
• Justification for proposed recommendations.
• Recap of key writing points.
• Reiteration of an actual significance of an entire examination.
• Suggestions for future research or action.

List of References

• List of all sources cited in a case study in accordance with APA, MLA, Harvard, or Chicago/Turabian citation rules.
• Additional materials, such as raw data, charts, graphs, or interview transcripts, that support a provided analysis and writing.

Other Design Elements

Case studies should have a formal tone and key ideas presented in writing chronologically. Firstly, an introduction paragraph should have an attention-getter and a thesis statement. Then, each paragraph should begin with a justifiable claim, followed by supporting evidence and transitioning statement (Baron & McNeal, 2020). In writing, each section should dwell on one idea. However, authors should avoid complex, unclear terms that may obstruct an intended meaning. Hence, they should avoid unnecessary repetitions when presenting research information and writing a case study.

Difference From Writing and Overall Structure of a Client’s Case Study

Writing a case study for a client would differ because it should involve a client’s description. For example, an author must accurately describe a client’s company under analysis when writing a business case study (Andrews, 2021). Although employees may participate in providing the correct information and evidence, one should provide detailed and accurate company’s descriptions. Other important writing sections include an introduction to existing problems, desired resolution plan, progress, and results.

What to Include

Common Mistakes

• Lack of Clear Focus: Failing to define a central issue or objective can make writing a whole case study unfocused and difficult to follow.
• Insufficient Research: Not conducting thorough research before writing can result in an incomplete or inaccurate examination.
• Overloading With Information: Including too much irrelevant detail can overwhelm readers and obscure main points.
• Ignoring an Audience: Writing without considering a target audience may result in a document that is too technical or too simplistic.
• Poor Structure and Organization: A disorganized paper can confuse people and make it challenging to follow an overall narrative or argument.
• Lack of Analysis: Simply describing a case without analyzing it fails to provide valuable insights or deeper understanding.
• Not Linking Theory to Practice: Neglecting to connect a presented situation to relevant theories or frameworks can weaken its academic or practical value.
• Inadequate Conclusions: Weak or vague conclusions that do not clearly summarize the findings and implications can undermine an overall impact of a paper.
• Ignoring Counterarguments or Alternative Perspectives: Failing to consider different viewpoints or potential objections can result in a biased or incomplete analysis.
• Poor Editing and Proofreading: Writing errors in grammar, spelling, or formatting can distract from an entire content and reduce an overall credibility of a document.

Writing a case study is essential in developing a deeper understanding of different concepts. Basically, these papers must have a clear description of individuals, groups, events, or institutions, while scholars must focus on some aspects of some actions under analysis. In writing, they mix different types of evidence, providing readers with essential details. Further on, the four parts of a case study typically include an introduction, background, analysis, and conclusion. Moreover, these research works are process-oriented and describe how vital concepts came into existence. In turn, people must learn about how to write a good case study because they gain skills to process descriptive information. As a result, they gain valid experience to design a good hypothesis based on increased knowledge of different concepts. Finally, key writing takeaways to remember in this article are:

• A case study is a detailed exploration of a unique subject, individual, community, group, place, event, organization, or phenomenon.
• A basic writing format of a case study should include an introduction with a thesis statement, an analysis of an existing problem, recommendations, a discussion, an identification of alternative solutions, limitations, an action plan, outcomes, and a conclusion.
• All documents should follow a similar structure regardless of their area of examination.
• Students can use different data collection methods in their research, including but not limited to observation, survey, focus group, interview, and design thinking.

Andrews, S. (2021). The case study companion: Teaching, learning and writing business case studies . Routledge.

Baron, A., & McNeal, K. (2020). Case study methodology in higher education . IGI Global.

Glette, M., & Wiig, S. (2022). The headaches of case study research: A discussion of emerging challenges and possible ways out of the pain. The Qualitative Report , 27 (5), 1377–1392. https://doi.org/10.46743/2160-3715/2022.5246

Reichard, B., Reed, M. S., Chubb, J., Hall, G., Jowett, L., Peart, A., & Whittle, A. (2020). Writing impact case studies: A comparative study of high-scoring and low-scoring case studies from REF2014. Palgrave Communications , 6 (1), 1–17. https://doi.org/10.1057/s41599-020-0394-7

Stein, M. L. (2023). Editorial: What makes for a great applications and case studies paper? Journal of the American Statistical Association , 118 (541), 1–2. https://doi.org/10.1080/01621459.2023.2173458

Thomas, G. (2021). How to do your case study . Sage Publications Ltd.

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Last updated: September 16, 2024

Available with any of the following subscriptions , except where noted:

With case studies, you can create a library of specific examples of customer success stories. To work with case studies, users will need the View , Edit , and Publish user permissions for case studies . 

Please note: currently, case studies can only be created using the default template. 

Create case studies

• In your HubSpot account, navigate to  Content > Case Studies .
• Click  Start from scratch . 
• Company logo : your customer's logo. 
• Title : the case study's title.
• Media and summary : an overview of key facts about the customer and case study. 
• Success metrics : up to four metrics that quantify your company's impact on your customer.
• Testimonials:  up to four quotes from your customer's employees. 
• About company : a short overview of your customer's business. 
• Case study body : the main content of your case study, including the customer's challenge, your solution, and the results. 
• Call to action:  provide next steps for visitors to the page. 
• Related case studies : other case studies with similar profiles. 
• Click the siteTree C ontents icon in the left sidebar.
• Hover over a module and click the remove Remove  icon to it. The  Media and summary  and  Case study body  modules cannot be removed. 
• To add a hidden module back to a case study, hover over the module and click the add A dd icon.

• When you're ready to set the case study live, click Publish in the top right. 

Edit a case study's settings

You can set edit basic settings for your case study, including the page title, URL, and meta description. 

• Click the  name  of a case study. 
• In the content editor, click the  Settings  menu and select  General . 
• In the  Title  field, enter the  name  of your case study. This title will appear populate in the  Title  module on the page. 
• In the  Page URL  section, enter a  URL  slug  to customize the page's URL. 
• In the  M eta description  field of the dialog box, enter a  description  of the post's content that will appear in search results.

• To remove the current image, hover over the image and click  X . 
• To add an image from your computer, click  Upload . 
• To add an image from the files tool , click Browse images . 
• Click the  Industry  dropdown menu and select your customer's  industry . 
• To tell search engines which URL to prefer if this content is available elsewhere on your site, enter a  URL in the  Canonical URL  field. Learn more about using canonical URLs .

Preview case studies

• In the content editor, click  Preview  in the top right. 
• To preview the case study on a different device, click a mobile   device icon  at the top of the preview page. 
• To access a full page preview, click  Open in a new tab in the top right. To share this preview page with other users in your HubSpot account, click Copy link on the preview page. Users must be logged into HubSpot to view this preview.

Edit case study appearance

You can edit the appearance of your case studies by editing the theme you're using, as well as the global content of the header and footer. 

Please note: themes and global content are designed to be used across your website, so it's recommended to verify where these elements are used before making changes. 

• To edit the styling of your case studies, click the Configure  dropdown menu in the top right and select  Theme . Learn more about working with themes . 
• To edit the header or footer, click the Configure dropdown menu in the top right and select Header  or  Footer . Learn more about working with global content like headers and footers. 

Edit case studies listing page

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to  Content > Case Studies . 
• Click the  Domain  dropdown menu and select the  domain  where your case studies will be hosted. 
• Enter a URL slug  in the  Case studies slug  field. 

Please note: you can host case studies on any connected primary or secondary domain .

• In the Listing Page section, enter a  title  for your listing page in the  Page title  field. This title will appear in the browser title bar and on the listing page as a header. 
• In the  Page subheading  field, enter a  subheading  that will appear under the title on the listing page. 
• In the  Meta description  field, enter a  description  of the listing page that will appear in search results. 

Generate case studies

You can also use AI to generate case studies. 

• In the top right, click  Start with AI . 
• In the  Case study or idea field, enter more details about the topic, purpose, background, process, solution and outcome the case study will cover. 
• Click the  Country of target audience  dropdown menu and select a  country . 
• To add details from a specific company in your account, click the Company  dropdown menu and select a  company . To add a new company, click the  Company dropdown menu , then click  Add company  and create a company .
• Click  Select title . 
• MSV:  Monthly Search Volume, the number of times per month users searched for this term on Google.
• Difficulty to rank : the difficulty to rank organically on search engine results pages for that keyword. A higher number indicates greater difficulty ranking well in search results. 
• Navigational:  find a specific page.
• Informational:  learn more about a topic.
• Commercial:  research products before making a purchase.
• Transactional : complete a specific action, usually a purchase. 
• To generate additional titles, click  Show more titles . 
• Select a  title , then click  Add documents . 
• Add audio, image, text, or video files to improve your case study. Click  Upload files  to add files from your device or  Browse  to add files from the files tool . 
• Click Generate case study . 

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Study Finds Travel Can Reduce Impacts of Premature Aging

While travel junkies probably don’t need another reason to justify their wanderlust, it seems there’s new research out showing that being a globetrotter can be a great way to prevent premature aging. A study published by Science Daily shows that leisurely travel activities can help alleviate chronic stress, reduce over activation of the immune system and even promote the healthy functioning of the body’s self-defense system. “Forget about retinol night creams, researchers from Edith Cowan University (ECU) believe travel could be the best way to defy premature ageing,” says the publication. Science Daily goes on to point out that for the first time “an interdisciplinary study has applied the theory of entropy to tourism, finding that travel could have positive health benefits, including slowing down the signs of ageing.” What took them so long to confirm what we all know? For those not familiar with the term entropy, it is classified as the general trend of the universe towards death and disorder, says Science Daily. And it seems that the entropy research suggests tourism could trigger entropy changes, including positive travel experiences mitigating entropy and enhancing health. Conversely, negative experiences may contribute to entropy increase and compromise health, per the study. "Ageing, as a process, is irreversible. While it can't be stopped, it can be slowed down," says ECU PhD candidate and study leader Fangli Hu. Hu also pointed out that positive travel experiences can potentially enhance one’s physical and mental wellness through exposure to novel environments, engagement in physical activities and social interaction. And as an added bonus, travel can foster positive emotions. "Tourism isn't just about leisure and recreation. It could also contribute to people's physical and mental health," Hu added.

The rise of social media is impacting visitation to national parks in the United States (Photo Credit: Courtesy AdobeStock)

Travel as anti-aging therapy

Let’s take a deeper dive into the good news from the study. It seems travel therapy can actually serve as a “groundbreaking health intervention when viewed through an entropy lens” says Hu. “As an important aspect of the environment, positive travel experiences may help the body sustain a low-entropy state by modulating its four major systems,” she says. That’s because tourism typically exposes globetrotters to new surroundings and if all goes well, also to relaxing activities. These settings, it seems, can stimulate stress responses and elevate metabolic rates, positively influencing metabolic activities and the body's self-organizing capabilities. These things may also trigger an adaptive immune system response. All of this “improves the body's ability to perceive and defend itself against external threats,” explained Hu. "Put simply, the self-defense system becomes more resilient. Hormones conducive to tissue repair and regeneration may be released and promote the self-healing system's functioning” says Hu. Some of the healthiest forms of travel include physical activities such as hiking, climbing, walking, and cycling. This physical exertion can boost metabolism, energy expenditure, and material transformation - and all of this is good for you. "Participating in these activities could enhance the body's immune function and self-defense capabilities, bolstering its hardiness to external risks,” Hu continued. “Physical exercise may also improve blood circulation, expedite nutrient transport, and aid waste elimination to collectively maintain an active self-healing system. “ Moderate exercise is also beneficial to the bones, muscles, and joints, in addition to supporting the body's anti-wear-and-tear system. Of course, it’s not all rainbows, butterflies and anti-aging when one travels. We’ve all had a travel setback or two. And in those cases, your body may not be getting the full anti-aging benefits revealed by Hu’s study. The research has pointed out that tourists could face challenges such as infectious diseases, accidents, injuries, violence, water and food safety issues, and concerns related to inappropriate tourism engagement. "Conversely, tourism can involve negative experiences that potentially lead to health problems, paralleling the process of promoting entropy increase,” said Hu. “A prominent example is the public health crisis of COVID-19." But on balance it seems, there’s even more reasons to travel the world when you can.

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Radiological features of pancreatic desmoid-type fibromatosis: a case series and systematic review

• Open access
• Published: 15 September 2024

Cite this article

You have full access to this open access article

• Tomoya Tanishima   ORCID: orcid.org/0000-0002-8638-4521 1 , 2 ,
• Ryo Kurokawa   ORCID: orcid.org/0000-0002-1186-8900 2 ,
• Miyuki Sone   ORCID: orcid.org/0000-0002-4597-1500 1 ,
• Yudai Nakai   ORCID: orcid.org/0000-0001-7664-7220 2 &
• Masahiko Kusumoto   ORCID: orcid.org/0000-0002-4557-3609 1  

This retrospective study aimed to investigate the radiological features of pancreatic desmoid-type fibromatosis (PDF) and systematically review the previous publications and two new cases.

We searched PubMed, Cochrane Library, and Web of Science Core Collection and included 31 patients with pathologically proven PDFs with analyzable preoperative computed tomography (CT) and magnetic resonance imaging, including two patients from our institution and 29 patients from 28 publications. Two board-certified radiologists reviewed all images.

The median age of the patients was 39 years, with a male dominance observed (male, 54.8% vs. female, 45.2%). Abdominal pain was the most frequent symptom, occurring in 58.1% of cases. Surgical resection was performed in all cases of PDFs, resulting in a recurrence rate of 8.3% (2/24). The tumors were most commonly located in the pancreatic tail (23/31, 74.2%). In terms of morphology, a “solid” shape was most prevalent (14/31, 45.2%), followed by a “solid and cystic” shape (9/31, 29.0%) and a “cystic” shape (8/31, 25.8%). Characteristic radiological features included heterogeneous enhancement of the solid portion of the tumors on CT scans (13/20, 65%), moderate-to-weak enhancement in the late phase on CT (16/17, 94.1%), and a presence of cystic components in the tumors (17/31, 54.8%). In 16.1% (5/31) of PDFs, the cystic component was pathologically confirmed to be a dilated pancreatic duct.

We summarized the clinical and imaging characteristics of PDF. Although the incidence may not be high, cystic components suggesting a dilated pancreatic duct within the tumor are unique imaging features in PDF.

Explore related subjects

• Medical Imaging

Avoid common mistakes on your manuscript.

Introduction

Desmoid-type fibromatosis, also known as desmoid tumor or aggressive fibromatosis, are locally aggressive but non-metastasizing deep-seated (myo)fibroblastic neoplasms with infiltrative growth and propensity for local recurrence [ 1 ]. Desmoid-type fibromatosis are estimated to affect 2–4 patients per 1 million population per year [ 2 ]. Patients tend to be young, with a median age of 37–39 years [ 2 , 3 , 4 ]. Most desmoid-type fibromatosis occur sporadically; however, they may also occur in association with the hereditary syndrome such as familial adenomatous polyposis (FAP) [ 5 ]. In a previous study, tumor locations were as follows: extremity (42%), abdominal or retroperitoneal cavity (20%), abdominal wall (17%), and chest wall (15%) [ 3 ]. Among desmoid-type fibromatosis occurring in the abdominal cavity, the small bowel mesentery is the most common site [ 2 ]. Desmoid-type fibromatosis have rarely been reported to involve the pancreas, with 42 cases reported in the literature, typically as single cases [ 6 ]. Moreover, surgical resection is performed for 85.7% of pancreatic desmoid-type fibromatosis (PDF), with a recurrence rate of 4.8% [ 6 ], which is lower than that for desmoid-type fibromatosis (44.3%) [ 3 ].

While the majority of literature concerning PDF has focused on its pathological, histological, and clinical findings, knowledge of the radiological imaging findings of this tumor has been limited. To the best of our knowledge, this is the most comprehensive systematic review to date on the radiological features of PDF. The purpose of this study was to summarize the demographic and clinical data of patients and the imaging findings of PDF to identify features that are helpful in diagnosis.

Material and methods

Study selection.

We searched PubMed, the Cochrane Library, and the Web of Science Core Collection using the following search terms on September 3, 2023, without any language or date limits:

(“fibromatosis, aggressive” [mh] OR “fibroma” [mh] OR desmoid*[tiab] OR fibromatosis[tiab] OR fibroma[tiab]) AND (pancreas[mh] OR “pancreatic diseases” [mh] OR pancreas[tiab] OR pancreatic[tiab]) AND (“diagnostic imaging” [sh] OR diagnostic imaging[mh] OR radiologic*[tiab] OR radiology[tiab] OR imaging[tiab] OR “magnetic resonance” [tiab] OR “computed tomography” [tiab] OR “computerized tomography” [tiab] OR MRI[tiab] OR CT[tiab]) for PubMed;

([mh “fibromatosis, aggressive”] OR [mh “fibroma”] OR (desmoid* OR fibromatosis OR fibroma):ti,ab,kw) and ([mh pancreas] OR [mh “pancreatic diseases”] OR (pancreas OR pancreatic):ti,ab,kw) for Cochrane Library;

(fibroma OR desmoid* OR fibromatosis OR fibromatoses) AND (pancreas OR pancreatic) to the Web of Science Core Collection.

Publications were considered eligible if they included all of the following criteria:

The inclusion criteria were as follows:

The content was relevant to PDF;

Either a magnetic resonance imaging (MRI) or computed tomography (CT) image of the tumor was available;

The exclusion criteria were as follows:

Duplicate cases;

The full text was unavailable.

We obtained institutional review board exemption for including two unpublished cases with pathologically proven PDF and their preoperative CT or MRI findings obtained at our hospital. Data were acquired in compliance with all applicable regulations of the Health Insurance Portability and Accountability Act.

This study was performed according to the Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) 2020 statement [ 7 ].

Data analyses

Two board-certified radiologists independently reviewed all studies and the CT and MR images of the eligible examinations. When discrepancies arose between the two reviewers, another board-certified radiologist made a tie-breaker decision.

Collected data

The following data were collected:

Demographics

Patient age

Presenting complaint

Recurrence after treatment (presence or absence)

Survival outcomes (survive or dead)

Follow-up duration (month since diagnosis)

Radiological

Tumor size and location

Tumor margin status (well-or ill-defined)

Tumor morphology (solid, cystic, or solid and cystic)

CT attenuation (high density: higher than muscles; intermediate density: between cerebrospinal fluid [CSF] and muscles; low density: lower than CSF)

CT enhancement of the solid portion (homogeneous or heterogeneous; strong: stronger than the pancreas; moderate: almost the same as the pancreas; weak: weaker than the pancreas).

T2-weighted image (T2WI) signal intensity (high intensity, higher than fat; intermediate intensity, between fat and muscles; low intensity, lower than muscles)

Fat-suppressed (fs) T2WI signal intensity (high intensity: higher than CSF; intermediate intensity: between CSF and muscle; low intensity: lower than muscle)

T1-weighted image (T1WI) and fsT1WI signal intensities (high intensity: higher than muscles; intermediate intensity: between muscles and CSF; low intensity: lower than CSF)

The presence or absence of hemorrhage

MRI enhancement of the solid portion (homogeneous or heterogeneous; strong, stronger than the pancreas; moderate, almost the same as the pancreas; weak, weaker than the pancreas)

The presence or absence of diffusion restriction

The maximum standardized uptake value on F-18 fluorodeoxyglucose uptake on positron emission tomography (PET)/CT

Quality assessment

For a systematic review of case-based studies, we used a tool proposed by Murad et al. to evaluate the methodological quality of case reports/series [ 8 ]. This tool is based on the eight signaling questions in four domains (selection, ascertainment, causality, and reporting) and has been widely used in previous studies [ 9 , 10 , 11 , 12 ].

A total of 208 abstracts were screened according to the PRISMA 2020 guidelines [ 7 ], of which 39 potentially eligible studies were assessed for review. After excluding 11 studies, 28 studies with 29 cases met the criteria for the systematic review [ 6 , 13 , 14 , 15 , 16 , 17 , 18 , 19 , 20 , 21 , 22 , 23 , 24 , 25 , 26 , 27 , 28 , 29 , 30 , 31 , 32 , 33 , 34 , 35 , 36 , 37 , 38 , 39 ]. The identification process used in these studies is summarized in Fig.  1 . The publication year of the included studies ranged from 1996 to 2023. We added two unpublished cases from our hospital (Table  1 ), resulting in a final study cohort of 31 patients who underwent PDF.

Flow diagram of study identification

Risk of bias assessment

As we extracted data from case-based studies, where the selection method was rarely mentioned, a selection bias may have been introduced. Tumor size was available for 30 of the 31 cases (96.7%). Treatment strategies and outcomes were ascertained for 27 of 31 (87.1%) and 23 of 31 (74.2%) patients, respectively. The follow-up duration of the patients ranged from 2 months to 5 years. Because we evaluated cases using preoperative CT or MR, our research can be replicated by other investigators.

Demographic and clinical data

The demographic and clinical data of the 31 patients are summarized in Table  2 . The median age at diagnosis was 39 years (range, 13–75 years), with no evidence of differences in the incidence by age from 10-to 70-year-olds. More male patients (17/31, 54.8%) were affected than were female patients (14/31, 45.2%). A total of 5.0% (1/20) and 33.3% (7/21) of the patients had a family history of FAP and a history of abdominal surgery, respectively.

The most frequent chief complaint was abdominal pain (18/31, 58.1%), followed by absence of symptoms (7/31, 22.6%). Surgery alone (26/27, 96.3%) was the most commonly used treatment strategy, and the incidence of tumor recurrence after complete resection was low (2/24, 8.3%). In 16.1% (5/31) of the PDFs, the cystic component was pathologically confirmed to be a dilated pancreatic duct. Moreover, 24 cases of PDFs showed nuclear staining for β-catenin. Other immunohistochemical results for the PDFs are summarized in Table  2 .

Radiological findings

Radiological findings are summarized in Table  3 . The median tumor size was 65.5 mm (range: 19–284 mm). The most frequent tumor site was the tail of the pancreas (23/31, 74.2%), followed by the head (4/31,12.9%) and body (4/31,12.9%). Solid shape (14/31, 45.2%) was the most frequent morphology, followed by solid and cystic shapes (9/31, 29.0%) and cystic shape (8/31, 25.8%). The tumor margins were ill-defined (17/31, 54.8%) more often than were well-defined (14/31, 45.2%). The solid portion was most likely to show intermediate density on CT (5/5, 100%), weak enhancement in the arterial phase on CT (9/9, 100%), moderate-to-weak enhancement in the late phase on CT (16/17, 94.1%), intermediate-to-high intensity on T2WI/fsT2WI (4/4, 100%), intermediate-to-high intensity on T1WI (3/3, 100%) /fat-suppressed T1WI (2/2, 100%) and non-restricted diffusion (1/2, 50%). The enhancement patterns of the solid portion on MRI varied among patients. The cystic portion showed intermediate-to-low density on CT (5/5, 100%), high intensity on T2WI/fat-suppressed T2WI (2/2, 100%), intermediate-to-high intensity on T1WI (3/3, 100%), and high intensity on fat-suppressed T1WI (1/1, 100%). Hemorrhage was observed in a limited number of patients (1/31, 3.2%). 18F-FDG-PET/CT images were available in only two cases, but avid FDG uptake was observed in both cases. None of the patients in our study had tumor involvement at any other site. Additionally, none of the cases exhibited dilation of the common bile duct or intrahepatic bile ducts, nor was there any evidence of lymph node enlargement. We observed no apparent differences in the imaging findings between FAP-associated and non-FAP-associated PDF.

Histological and immunohistochemical findings of our two cases

Surgical resection was performed in our two cases characterized by a cystic component on imaging examinations (Figs. 2 and 3 ). Most of the cystic portions were internally connected, forming a continuous structure rather than a cluster of separate cysts, as observed on CT and MRI examinations. In case 1 (Figs. 2 ), diffusion restriction was not observed with the mean apparent diffusion coefficient (ADC) value of the solid portion of 1.50 × 10⁻ 3 mm 2 /s. Histological sections from these two cases confirmed that all of the cystic component, observed in both tumors on imaging studies, corresponded to a dilated pancreatic duct. It was challenging to distinguish pathologically between the main pancreatic duct and the side branches in our two cases. In these cases, tumors infiltrating the pancreatic parenchyma around the dilated ducts were noted. For both, the pancreatic ductal epithelium exhibited reactive changes, with no evidence of dysplasia, and no findings suggestive of pancreatitis were observed. Immunohistochemical studies revealed that the tumor cells tested positive for beta-catenin, with nuclear staining, and negative for CD34, CD117, desmin, and S100.

Pancreatic desmoid-type fibromatosis in a 22-year-old female presenting with abdominal bloating, constipation, and abdominal pain (case 1). CT shows a 27-cm well-delineated tumor with a solid and cystic morphology (A, plain; B, arterial-phase; C, delayed-phase). The solid portion shows delayed enhancement on contrast-enhanced CT (A, B, C) and MRI (H), high intensity on fat-suppressed T1WI (D) and coronal T1WI (E), intermediate intensity on coronal T2WI (F), high intensity on fat-suppressed coronal T2WI (G), and homogeneous enhancement (H). The cystic portion shows high intensity on coronal T2WI (F) and fat-suppressed coronal T2WI (G), and high intensity on fat-suppressed T1WI (D) and coronal T1WI (E). Most of the cystic portions are continuous (white arrows), some with hemorrhage (white arrowheads). Diffusion restriction is not observed with the mean ADC value of the solid portion of 1.50 × 10−3mm2/s (I, J). Low-power magnification with hematoxylin and eosin stain shows desmoid-type fibromatosis with prominent pancreatic ductal dilation (K, white arrow). High-power magnification with hematoxylin and eosin stain shows pancreatic ductal epithelium showing reactive changes without evidence of dysplasia (L). Corresponding β-catenin nuclear positivity is observed (M). CT Computed tomography, MRI magnetic resonance imaging, T1WI T1-weighted imaging, T2WI T2-weighted imaging, ADC apparent diffusion coefficient

Pancreatic desmoid-type fibromatosis in a 20-year-old asymptomatic female (case 2). CT shows a 4-cm well-delineated tumor with a solid and cystic morphology (A, plain; B, arterial-phase; C, delayed-phase). The solid portion shows delayed enhancement on contrast-enhanced CT (A, B, C) and MRI (G), intermediate intensity on coronal T2 True Fast Imaging with Steady State Precession (True FISP) (D) and T1WI (F), and homogeneous enhancement (G). The cystic portion shows high intensity on coronal True FISP (D) and MRCP (E), and low intensity on T1WI (F). Most of the cystic portions are continuous (A–E, white arrows). Low-power magnification with hematoxylin and eosin stain shows desmoid-type fibromatosis with prominent pancreatic ductal dilation (H, white arrows). High-power magnification with hematoxylin and eosin stain shows pancreatic ductal epithelium showing reactive changes without evidence of dysplasia (I). Corresponding β-catenin nuclear positivity is observed (not shown). CT Computed tomography, MRI magnetic resonance imaging, T2WI T2-weighted imaging, T1WI T1-weighted imaging, MRCP magnetic resonance cholangiopancreatography

In this study, we summarized the demographic, clinical, and radiological features of 29 patients with PDFs from 28 publications and two additional patients from our hospital. The median age of the patients was 39 years, with a male predominance (male, 54.8% vs. female, 45.2%) and abdominal pain being the most frequent symptom (58.1%). Surgical resection was performed in all PDFs, with a recurrence rate of 8.3% (2/24 patients). Tumors were most frequently observed in the pancreatic tail (23/31, 74.2%). Characteristic radiological features included heterogeneous enhancement of the solid portion of the tumors on CT (13/20, 65%), moderate-to-weak enhancement in the late phase (16/17, 94.1%), and the frequent presence of cystic components in tumors (17/31, 54.8%). To the best of our knowledge, this is the largest systematic review of radiological findings of PDFs.

Desmoid-type fibromatosis are rare neoplasms that occur sporadically or in the context of FAP. According to a study by Nieuwenhuis et al. [ 5 ], at least 7.5% of desmoid-type fibromatosis are associated with FAP. The calculated incidence of sporadic desmoid-type fibromatosis was 3.42 per million person-years, whereas, for the FAP population, the incidence was 2,784 per million person-years, indicating an over 800-fold increased risk of desmoid-type fibromatosis in patients with FAP. However, owing to the low incidence of FAP, most desmoid-type fibromatosis encountered in daily clinical practice are sporadic, as only 5% (1/20) of the patients had concomitant FAP in the present study.

Surgical resection remains the cornerstone of treatment for desmoid-type fibromatosis when R0 and function-sparing resection is achievable [ 40 , 41 ]. However, in certain cases, achieving a resection with wide, clear margins to prevent tumor recurrence poses challenges due to the tumor’s locally invasive nature. In recent years, options such as observation and the use of anti-inflammatory drugs have emerged as potential treatment choices for the management of desmoid-type fibromatosis [ 41 ]. In the case of PDFs, there exists a reported case in which tumor control was achieved through partial cystectomy and administration of a cyclooxygenase-2 inhibitor [ 36 ]. Recurrence rates of desmoid-type fibromatosis have been reported to be 8% in cases associated with FAP and 12% in sporadic cases [ 5 ], and our study found that the recurrence rate of PDFs (8.3%) is generally consistent with that of previous studies.

Immunohistochemistry for specific cell markers of various origins is an effective tool for distinguishing PDF from other pancreatic tumors. PDF exhibits distinctive immunohistochemical features, primarily characterized by nuclear staining of β-catenin, which sets it apart from other mesenchymal tumors of pancreatic origin [ 42 ]. In this study, nuclear β-catenin staining was observed in 24 cases of PDFs. Other immunohistochemical results were also generally consistent with those of previous research [ 43 ]. Expression was negative for CD34, CD117, S-100, and desmin, which excluded a gastrointestinal stromal tumor, schwannoma, leiomyoma, and leiomyosarcoma, respectively [ 44 ].

A comprehensive understanding of the radiological findings of PDF has been lacking owing to the rarity of this condition. We found that the “solid” morphology was the most common, followed by the “solid and cystic” and “cystic” morphology. Interestingly, 29.4% (5/17) of the PDFs contained characteristic cystic components on imaging, and the cystic components were pathologically identified as pancreatic duct dilatation. We believe that the cystic component within the tumor, consisting of dilated pancreatic ducts, is a unique imaging and pathological finding of PDFs that is not observed in desmoid-type fibromatosis at other sites. Regarding the mechanism of pancreatic ductal dilatation, some reports suggest that it may be a secondary change associated with pancreatic ductal obstruction [ 6 , 38 ]; however, in these two previously reported cases, pancreatic duct obstruction due to the tumor was not confirmed pathologically. In contrast, in our two cases, no findings suggestive of pancreatitis were observed. While Clarke-Brodber et al. also reported that none of the 42 patients who underwent PDFs showed clinical features of pancreatitis [ 6 ], suggesting that the mechanism of pancreatic ductal obstruction is unlikely, it is important to note that not all cases of pancreatic ductal adenocarcinoma (PDAC) present with pancreatitis despite having MPD dilatation. This suggests that the absence of pancreatitis does not entirely rule out ductal obstruction. Therefore, further studies are needed to clarify the exact mechanism of ductal dilatation in PDF, considering both mechanical obstruction and other potential factors. We speculated that the primary cause of pancreatic ductal dilatation in PDF is the disruption of the supporting tissue of the pancreatic ducts due to tumor infiltration rather than mechanical ductal obstruction by the tumors. Differential diagnosis includes pancreatic tumors such as neuroendocrine neoplasms, solid pseudopapillary neoplasms, serous cystic neoplasms, and mucinous cystic neoplasms [ 6 ]. When PDFs are considered in the differential diagnosis through imaging examinations, if PDFs are unresectable or resectable but asymptomatic, options such as observation or biopsy, in the case of solid tumors, shoud be considered. Even when surgery is performed on symptomatic and resectable PDFs, it is essential to consider PDFs in the differential diagnosis when characteristic imaging findings are observed, as their local invasiveness and high recurrence rate significantly influence decisions regarding the extent of surgical resection. Differentiating PDF with a cystic component from cystic pancreatic neoplasms or cystic neuroendocrine tumors can often be challenging. However, suppose the cystic component is internally connected, forming a continuous structure rather than a cluster of separate cysts. In that case, it may reflect a dilated pancreatic duct, and PDF should be considered in the differential diagnosis. In cases with a solid component, as seen in our first case (Fig.  2 ), high apparent diffusion coefficient (ADC) values can help differentiate PDF from other pancreatic tumors. Nonetheless, further investigation is needed to establish these findings definitively for PDF. The continuity of cystic components within the tumor during PDF may be a strong differentiating feature that is not observed in other pancreatic tumors.

This study had some limitations. First, the number of patients was small, although this report included the largest cohort of patients who underwent PDFs with analyzable radiological findings. Second, the images were not acquired using a standardized protocol. Third, it was challenging to distinguish pathologically between the main pancreatic duct and the side branches in our two cases. Therefore, we could not definitively determine the specific involvement of the main duct or the side branches. Fourth, information regarding prognosis, post-treatment imaging changes, apparent diffusion coefficients, and standardized uptake values was limited. Future studies using this information and the sequences are required to further clarify the characteristics of PDF.

In conclusion, we have comprehensively summarized the demographic, clinical, and radiological features of PDF. PDF occurs most frequently in the pancreatic tail, and the patterns of imaging findings are classified into “solid”, “cystic”, and “solid and cystic” shapes, with solid shapes being the most common. We also found that cystic components within the tumors, suggestive of a dilated pancreatic duct, are unique imaging features of PDF. The recognition of these factors may facilitate the preoperative diagnosis of PDF.

Data availability

No datasets were generated or analysed during the current study.

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Acknowledgements

We thank Editage ( www.editage.jp ) for English language editing. We also express our gratitude to Dr. Nobuyoshi Hiraoka, Department of Diagnostic Pathology, National Cancer Center Hospital, for providing expert pathological advice. Additionally, we acknowledge Ms. Keiko Kato, a librarian at National Cancer Center, for her technical assistance in literature searches.

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Tomoya Tanishima, Miyuki Sone & Masahiko Kusumoto

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Tomoya Tanishima, Ryo Kurokawa & Yudai Nakai

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Tanishima, T., Kurokawa, R., Sone, M. et al. Radiological features of pancreatic desmoid-type fibromatosis: a case series and systematic review. Abdom Radiol (2024). https://doi.org/10.1007/s00261-024-04570-8

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Received : 18 July 2024

Revised : 09 August 2024

Accepted : 03 September 2024

Published : 15 September 2024

DOI : https://doi.org/10.1007/s00261-024-04570-8

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