case study examples projects

Top 20 Project Management Case Studies [With Examples]

Project management case study analyses showcase and compare real-life project management processes and systems scenarios. These studies shed light on the common challenges that project managers encounter on a daily basis. This helps project managers develop effective strategies, overcome obstacles, and achieve successful results. 

By leveraging project management case studies , organisations can optimise their operations by providing insights into the most effective approaches. With effective implementation of these case studies, strategies, and methodologies, ensuring successful project completion is achievable.

Criteria for Selection of Top 20 Case Studies

The top 20 case studies are selected based on significance, impact, challenges, project management strategies, and overall success. They provide diverse insights and lessons for project managers and organisations.

1. The Sydney Opera House Project

The Sydney Opera House Project is an iconic example of project management case studies as it faced multiple challenges during its construction phase. Despite facing leadership changes, budget overruns, and design failures, the project persevered and was completed in 1973, a decade later than planned. The Opera House stands as a symbol of perseverance and successful project management in the face of humankind.

2. The Airbus A380 Project

The Airbus A380 Project is a project management case study showcasing the challenges encountered during developing and producing the world’s largest commercial aircraft. The project experienced massive delays and impacted costs of more than $6 billion, with several issues arising from the manufacturing and delivery process, outsourcing, and project coordination. 

However, the Airbus A380 was successfully launched through carefully planned project management strategies, delivering a world-class aircraft that met customer expectations.

3. The Panama Canal Expansion Project 

The Panama Canal Expansion Project serves as a compelling case study, illustrating the management’s encounters in expanding the capacity of the Panama Canal. The project included multiple stakeholders, technological innovations, environmental concerns, and safety challenges. 

4. The Boston Central Artery/Tunnel Project

The Boston Central Artery/Tunnel Project serves as a project management case study of a large-scale underground tunnel construction project. It successfully addressed traffic congestion and was completed in 2007. The project was completed in 2007, with numerous hurdles delaying progress like complexity, technology failure, ballooning budgets, media scrutiny, etc.

5. The London 2012 Olympics Project

The London 2012 Olympics Project stands as a successful project management case study, showcasing the management of a large-scale international sporting event. This project involved the construction of a new sports infrastructure, event logistics and security concerns. The project was successfully accomplished, delivering a world-class event that captivated the audience.

6. The Hoover Dam Bypass Project

The Hoover Dam Bypass Project was a construction project in the United States of America that intended to alleviate traffic from the Hoover Dam by building a new bridge. Completed in 2010, the bridge spans across the Colorado River, connecting Arizona and Nevada and offers a safer and more efficient route for motorists.

7. The Golden Gate Bridge Seismic Retrofit Project

The Golden Gate Bridge Seismic Retrofit Project is a case study example constructed in San Francisco, California. Its objective was to enhance the bridge’s resilience against earthquakes and aftershocks. Completed in 2012, the project included the installation of shock absorbers and other seismic upgrades to ensure the bridge’s safety and functionality in the event of a major earthquake.

8. The Hong Kong-Zhuhai-Macau Bridge Project

The Hong Kong-Zhuhai-Macau Bridge Project is a massive case study that intends to connect Hong Kong, Zhuhai and Macau with a bridge-tunnel system of 55 kilometres. Completed in 2018, the project required massive funds, investments and innovative engineering solutions, providing a new transport link and boosting regional connectivity.

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9. The Panama Papers Investigation Project

The Panama Papers Investigation Project is a global case study of journalistic investigations into offshore tax havens. It involved leaked documents from Mossack Fonseca, a Panamanian law firm. Coordinated by the International Consortium of Investigative Journalists, the project resulted in major political and financial repercussions worldwide, garnering widespread media attention.

10. The Apple iPhone Development Project

The Apple iPhone Development Project started in 2004, aiming to create a groundbreaking mobile device. In 2007, the iPhone transformed the industry with its innovative touchscreen interface, sleek design, and advanced features. This project involved significant research, development, marketing, and supply chain management investments.

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11. The Ford Pinto Design and Launch Project

The Ford Pinto Design and Launch Project was a developmental project intended to create an affordable, fuel-efficient subcompact car. Launched in 1971, because of its fuel tank design, it became infamous for safety issues. The project was rigged for ethical and safety concerns, lawsuits, and recalls.

12. The Deepwater Horizon Oil Spill Response Project

The Deepwater Horizon Oil Spill Response Project was a response to the largest oil spill in US history, caused by an offshore drilling rig explosion in 2010. This crisis response project utilised a waterfall project management approach, where the project team followed a pattern of planning, executing, monitoring, and closing phases. 

13. The NASA Challenger Space Shuttle Disaster Project

  The NASA Challenger Disaster Project was a tragic space exploration mission in 1986, resulting in the loss of all seven crew members. Extensive investigations revealed design and safety flaws as the cause. This disaster prompted NASA to address decision-making processes and improve safety cultures.

14. The Three Gorges Dam Project

  The Three Gorges Dam Project was a large-scale infrastructure project developed in China that aimed to build the world’s largest hydroelectric dam on the Yangtze River. Completed in 2012, it encountered environmental, social, and engineering challenges. The dam currently offers power generation, flood control, and improved navigation, but it has also resulted in ecological and cultural consequences.

15. The Big Dig Project in Boston

The Big Dig Project was a transportation infrastructure project in Boston, Massachusetts, intended to replace an old elevated highway with a newer tunnel system. Completed in 2007, it serves as one of the most complex and costly construction endeavours in US history. Despite facing many delays, cost overruns and engineering challenges, the project successfully improved traffic flow and urban aesthetics but also resulted in accidents, lawsuits, and financial burdens.

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16. The Uber Disruptive Business Model Project

  The Uber Disruptive Business Model Project was a startup that introduced a new ride business model that disrupted the taxi-cab industry by connecting riders with drivers via a mobile app. Launched in 2010, this project required innovative technology, marketing and regulatory strategies and faced legal actions and ethical challenges related to labour, safety, and competition. Uber has since then dominated the market with its ride-sharing business plan.

17. The Netflix Original Content Development Project

The Netflix Original Content Development Project was an initiative created to launch its original content for its platform. This launch by the online streaming giant in 2012 was a huge success for the company. The project required huge investments in content creation, distribution and marketing and resulted in award-winning shows and films that redefined the entire entertainment industry’s business model.

18. The Tesla Electric Car Project

The Tesla Electric Car Project was a revolutionary project that aimed to compete for its electric vehicles with gasoline-powered vehicles. The project required a strong project management plan that incorporated innovation, sustainability, and stakeholder engagement, resulting in the successful launch of the Tesla Roadster in 2008 and subsequent models. Tesla has one-handedly revolutionised the entire automobile industry on its own. 

19. The Johnson & Johnson Tylenol Crisis Management Project:

The Johnson & Johnson Tylenol Crisis Management Project was a case study in crisis management in 1982. The project required quick and effective decision-making skills, stakeholder communication, and ethical leadership in response to the tampering of Tylenol capsules that led to deaths. 

20. The Airbnb Online Marketplace Platform Project  

The Airbnb Online Marketplace Platform Project was a startup that created an online platform which connected travellers with hosts offering short-term rental accommodations in flights. The project required innovative technology, user experience design and stakeholder management. Airbnb’s success has led to the disruption of the hospitality industry and inspired many other project case study examples of sharing economy platforms.

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Future developments in project management.

Future developments in project management include all the insights on the increased use of artificial intelligence, agile methodologies, hybrid project management approaches, and emphasis on sustainability and social responsibility, along with many more developing ideas that will address the evolving market innovations. 

Key Takeaways from the Case Studies

The project management case study examples illustrate real-life examples and the importance of project management in achieving project success. The cases show the use of innovative technologies, tools, techniques, stakeholder engagement, crisis management, and agile methodologies. 

Project Management also highlights the role of ethical leadership and social responsibility in project management. To learn more and more about case studies, upGrad, India’s leading education platform, has offered an Advanced General Management Program from IMT Ghaziabad that will equip you with in-demand management skills to keep up with the changing trends!

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Frequently Asked Questions (FAQs)

Project Management is extensive planning, executing, monitoring and closing of a project before its deadline. Project management ensures accuracy and efficiency across all organs of a project, right from its inception to its completion.

Project Management case studies are real-life examples of projects to put an insight into all the tools, techniques and methodologies it provides.

The role of a project manager is to ensure that all day-to-day responsibilities are being met by the resources deployed in a certain project. They have the authority to manage as well as lead the functioning members as well.

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

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

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

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

What is a case study?

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

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

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

16 case study examples 

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

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

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

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

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

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

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

2. Taylor Guitars and Airtable

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

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

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

3. EndeavourX and Figma

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

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

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

4. ActiveCampaign and Zapier

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

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

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

5. Ironclad and OpenAI

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

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

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

6. Shopify and GitHub

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

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

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

7 . Audible and Contentful

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

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

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

8 . Zoom and Asana

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

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

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

9 . Hickies and Mailchimp

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

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

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

10. NVIDIA and Workday

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

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

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

11. KFC and Contentful

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

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

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

12. Intuit and Twilio

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

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

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

13. Spotify and Salesforce

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

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

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

14. Benchling and Airtable

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

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

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

15. Chipotle and Hubble

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

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

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

16. Hudl and Zapier

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

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

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

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

3 case study templates

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

Case study template 1

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

Case study template 2

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

Case study template 3

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

Tips for writing a case study

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

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

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

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

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

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

Use automation to drive results for your case study

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

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

Case study FAQ

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

What is an example of a case study?

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

How do you write a case study?

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

What is the format of a case study?

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

Related reading:

How Hudl uses automation to create a seamless user experience

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

How experts write case studies that convert, not bore

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Hachem Ramki

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

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How to write a case study — examples, templates, and tools

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

• Celebrate the customer and make them — not a product or service — the star of the story.
• Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
• Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
• Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
• Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

• Switch from one product or service to another while naming competitors that missed the mark.
• Experience measurable results that are relatable to others in a specific industry.
• Represent well-known brands and recognizable names that are likely to compel action.
• Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

• An engaging headline
• A subject and customer introduction
• The unique challenge or challenges the customer faced
• The solution the customer used to solve the problem
• The results achieved
• Data and statistics to back up claims of success
• A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

• Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
• Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
• Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
• Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
• Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
• Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

• Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
• Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
• Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
• Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
• Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
• Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

• Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
• Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
• Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
• Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

• Think about a few goals you’d like to accomplish with your content.
• Make a list of successful clients that would be strong candidates for a case study.
• Reach out to the client to get their approval and conduct an interview.
• Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

Top 40 Most Popular Case Studies of 2021

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

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

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

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

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

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

Other year-end data for 2021 showed:

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

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

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

And the Top 40 cases studies of 2021 are:

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

2.   Coffee 2016

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

4.   Glory, Glory Man United!

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

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

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

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

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

28 Case Study Examples Every Marketer Should See

Published: March 08, 2023

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

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

What is a case study?

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

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

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

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

Free Case Study Templates

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

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

You're all set!

Click this link to access this resource at any time.

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

Marketing Case Study Examples

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

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

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

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

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

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

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

Key Learnings from the HubSpot Case Study Example

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

2. " The Whole Package ," by IDEO

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

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

Key Learnings from the IDEO Case Study Example

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

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

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

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

Key Learnings from the Awario Robotics Case Study Example

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

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

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

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

Key Learnings from the Carol H. Williams Case Study Example

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

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

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

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

Key Learnings from the Fractl Case Study Example

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

6. " The Met ," by Fantasy

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

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

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

Key Learnings from the Fantasy Case Study Example

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

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

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

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

Key Learnings from the App Annie Case Study Example

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

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

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

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

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

Key Learnings from the Think with Google Case Study Example

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

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

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

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

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

Key Learnings from the Switch Case Study Example

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

10. " Gila River ," by OH Partners

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

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

Key Learnings from the OH Partners Case Study Example

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

11. " Facing a Hater ," by Digitas

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

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

Key Learnings from the Digitas Case Study Example

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

12. " Better Experiences for All ," by HermanMiller

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

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

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

Key Learnings from the HermanMiller Case Study Example

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

13. " Capital One on AWS ," by Amazon

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

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

Key Learnings from the Amazon AWS Case Study Example

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

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

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

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

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

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

Key Learnings from the Asana Example

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

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

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

Key Learnings from the Amp Agency Example

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

16. " NetApp ," by Evisort

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

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

Key Learnings from the Evisort Example

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

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

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

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

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

Key Learnings from the Cloudflight Case Study Example

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

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

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

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

Key Learnings from the Textel Case Study Example

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

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

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

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

Key Learnings from the Happeo Case Study Example

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

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

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

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

Key Learnings from the CTP Case Study Example

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

21. " Acoustic ," by Genuine

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

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

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

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

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

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

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

Key Learnings from the Apptio Case Study Example

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

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

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

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

Key Learnings from the Zendesk Case Study Example

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

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

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

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

Key Learnings from the Biobot Case Study Example

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

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

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

Key Learnings from the Gartner Case Study Example

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

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

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

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

Key Learnings from the Redapt Case Study Example

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

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

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

Key Learnings from the Convoso Case Study Example

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

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

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

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

Key Learnings from the Ericsson Case Study Example

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

Start creating your case study.

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

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

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

Don't forget to share this post!

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

By Danesh Ramuthi , Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

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

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

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Project Management Examples: Success Stories Case Studies, and Examples

By Kate Eby | January 3, 2023

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The best real-world project management starts with meticulous planning and ends with achieving goals. Take charge of your next project with the techniques and tools that experts use to avoid failure and deliver stellar results.

In this article, learn about eight real-world project management examples , project success criteria , five famous project management failures , and how modern project management software supports success .

Successful Real-World Project Management Examples

Successful real-world project management examples have one thing in common: they support company strategy. Examples show how detailed research, planning, and organization of resources helped real-world project managers achieve a particular aim that moves the organization forward.

Successful project management examples reveal that, in order to reach the final goal, you must have and maintain a big-picture view. Other success factors include involving stakeholders, reviewing multiple frameworks and solutions, and keeping the lines of communication open.

Henry Mayo Newhall Hospital Case Study: Increased Outpatient Surgical Center Performance

Henry Mayo Newhall Hospital is a 357-bed not-for-profit community hospital and trauma center in Santa Clarita, California. Jay Arcilla, Director of the Performance Excellence Office, is charged with studying and adapting the functions and processes to increase the achievement of desired outcomes, better meet patients' needs, and assure quality. 

• Challenge: In every hospital, starting the day's first scheduled in-patient or out-patient surgery on time has a knock-on effect on subsequent surgery timelines. Meeting schedules can always be challenging. The pandemic created even more hurdles, from having the right supplies and equipment on hand to keeping up with documentation and ensuring the right personnel are available to cover every patient's needs. Arcilla focused on raising surgery on-time start times to 70 percent. 

• Work Sessions: A team work session helps frontline staff analyze the root cause and create a consensus-driven, interdisciplinary team.

•  Communication: Disseminating information and encouraging discussion for all stakeholder groups.
•  Accountability: The operating room executive leadership created and enforced an Outpatient Surgery Center First Case On-Time Start (OPSC FCOTS) Escalation Plan, holding all staff accountable for showing up to first cases on time.
• Takeaway: In complex, multi-layered project situations, there is often no single silver bullet. Instead, results manifest over time. In this case, within seven months, monthly performance went past the 70 percent target to 89 percent for April 2022.

Behr Process Corporation Case Study: Paving the Way for Road Show Marketing Achievement 

Behr is one of the largest purveyors of architectural paint and exterior wood care products in the United States and Canada. Lisa Kudukis, Director of Professional Products and Services for the Behr Process Corporation , oversees promotions, including a major road show.

• Challenge: Kudukis created the BehrPro Experience Tour to connect with U.S. contractors. The annual event employs five tour teams covering 75 markets and 500 Home Depot locations in 34 states. Initially, each manager used different tools and organizational tactics to run their activities. Supervising people and processes and collaborating to maximize efforts was challenging. The Behr marketing team needed a way to operate more efficiently and stay on task. 
• Solution: After an exhaustive review, Kudukis chose Smartsheet as the group's project management tool. Everyone on the team now uses a single, custom template. A master dashboard relays information about key initiatives and features a drill-down menu so anyone with access can check on small details.  
• Takeaway: For the team, it is a huge time and money saver since anyone can view the project status and provide assistance if necessary. It also helps the team identify new business development opportunities or obstacles to inform future promotions and projects.

Successful Software Project Examples

Software projects involve generating an overall plan, scheduling, allocating resources, executing, tracking, and delivering quality software and apps. These examples show that successful software projects deliver the product with the pre-agreed level of quality within the given time and cost. 

Software companies create, change or maintain valuable products. Software project management is one of the most complex and fastest-growing endeavors in business today.

Hyland Software: More Responsive Updates and Website Requests

Jacob Huston-Lowery manages web operations at Hyland Software , a content services platform and developer of Onbase, an enterprise content management (ECM) and process management software suite. Hyland cuts dozens of hours from the website request process while capturing data to drive ongoing improvement for its clients. Clients include insurance, manufacturing, higher education, and finance businesses that provide web-based services to their customers.

• Challenge: Providing efficiency and seamless services is paramount to maintaining Hyland's standards. Service requests from internal staff who noticed system issues, along with those on behalf of customers, created log jams and confusion. When Huston-Lowery came on board, there were five different contact forms, and some requesters were bypassing the process and sending emails. 
• Solution: Huston-Lowery turned to Smartsheet to find an easy-to-use solution for the critical challenges his team faced. Using project messaging and alerts within the app helped eliminate email delays. When users complete an online form with an alert for urgent projects, Smartsheet routes website requests to a sheet Huston-Lowery manages. As requests come in, all projects are prioritized, scheduled, and assigned to team members or third-party website management agencies.
• Takeaway: By replacing email trails with built-in alerts and update capabilities, the Smartsheet solution saves communication time and eliminates duplication. The ability to handle requests strategically helps the team implement a support program that runs 24 hours a day, 5 days a week – a process that was impossible before instituting the new project management process.

Examples of Successful IT Projects

Information technology (IT) projects ensure that software, devices, and systems work together to help people get things done. 

Managing IT projects and creating efficient IT project plans involve all aspects of planning, design, implementation, project management, and training.

Convergint: A Single System of Record Improves Processes and Customer Service

Jenn Hilber is the Business Architect, Operations for Convergint , the largest privately held security integrator in the United States. Convergint has more than 175 locations worldwide, providing a range of services, including installation and management of card readers and cameras, alarm systems, fire systems, building controls, and more.

•  Challenge: The company prides itself in creating an outstanding customer experience, but managing all the details seamlessly was difficult. Convergint relied on manual practices and printed playbooks, with no single unified process for most of its activities.
•  Solution: Convergint turned to Smartsheet to capture all of its data, best practices, and resources in a single place. As a result, teams can make strategic decisions and act on customer priorities with confidence knowing that they have the most current and accurate information at their fingertips.
• Takeaway: Convergint teams now enjoy better cross-team and global communication, a clearer insight into customers' needs and status, and greater accountability for internal processes. Customers also experience quicker turnaround time for requests.

Exoft: Shifting to Mixed Methodologies Rescue an IT Project Management Client Relationship

Bohuslava Zhyvko is Head of Marketing for Exoft , a software development services company located in Lviv, Ukraine. Exoft builds robust web and mobile solutions with a focus on increasing clients' efficiency and solving technology challenges. 

• Challenge: Zhyvko began a new assignment with an IT client previously managed by another project manager. Zhyvko learned the IT client didn't want to hear about Agile methodology or process at Exoft; he simply wanted to complete his project ASAP. 
• Solution: Zhyvko immediately requested a kick-off conference call. During the call, she discussed the goal and purpose of the project and clarified the main issues that were creating stress points. After the call, Zhyvko gathered the team and included Exoft's CTO. The weaknesses of the client's planning and reporting systems became apparent, and Zhyvko offered the solution: Agile, after all. The team used a mix of Scrum and Kanban to replace Waterfall , which wasn't the right approach for the nature and goals of the project. They divided the project's scope into milestones and sprints, then switched the look of the workboard in Jira. Zhyvko supplied the client with a process improvement proposal and SOW with all the features he wanted. Zhyvko explained how the project's formal change request procedure worked and shared the documentation, so the client could clearly understand the development process, which they accepted and signed.
• Takeaway: After three months, when two milestones were closed, the client was pleased with the deliveries and the Scrum working process. The project concluded after milestone 11 with a client who was pleased with the outcome. His startup is growing extremely fast, and the company and Zhyvko have an excellent relationship. Solid planning, reporting, and communication can turn around even the most complex project management challenge.

Examples of Successful Completed Business Projects

Efficiently reaching project objectives is a key element of project management success. Efficiency relates to how the project’s limited resources are managed to meet its goals while building good relationships with internal and external stakeholders.

Whirlpool: Regional Alignment for Smoother Operations

Thiago Zapparoli is a Senior Planning Engineer at Whirlpool Corporation . The global home appliance company relies on regional project managers to manage its extensive portfolio.

• Challenge: When you're responsible for managing a project portfolio of a global home appliance company — including approximately 400 individual projects across five worldwide regions — you need a comprehensive system to keep everything on track. That's why Zapparoli looked for a way to get project managers, leadership, and other stakeholders on the same page with the laundry and dryer portfolio he manages.
• Solution: Zapparoli knew he needed an effective and unique system for all project managers to aggregate the 400 projects that covered multiple regions around the globe. At a minimum, the project management system needed to identify responsibilities for each project and task; key performance indicators; and open, completed, and delayed tasks. Smartsheet offered an all-up view of an entire region, providing real-time visibility into the overall project status and numerous tasks. First deployed in Brazil, the holistic tracker transformed how the 10 project managers and cross-functional leaders in that region approach their daily work and stay in sync.
• Takeaway: After implementations in Brazil and the United States, Zapparoli’s Smartsheet trackers are used in all three remaining regions and assisted deployment in four other Whirlpool internal organizations. Project managers are engaged because they have control over projects. Cross-functional leaders are satisfied with the visibility, and senior leadership can now see how they can help.

Simplus: Improved Sales Process

Katherine Albiston is a Content Manager for Simplus , an Infosys company that provides a strategic, industry-focused digital transformation for customers in the Salesforce ecosystem. She shares how Simplus’ customer Ziehm Imaging needed to improve its sales process to garner maximum efficiency and profits, as well as the company’s solution for them.

• Challenge: Simplus customer Ziehm Imaging, Inc. was using a legacy configure, price, quote (CPQ) system process for defining new products or modifying bundles. As a result, it took up to a week to go to market. A Microsoft Excel-based process further complicated managing market-specific annual pricing updates, which required a manual price override to apply pricing for each segment. The manual work increased errors, eroded margins, and led to customer communications about pricing adjustments – not good for relationships. 
• Solution: Simplus simplified Ziehm's bundle configuration process and centralized compatibility management rules. It now uses a lookup-based rules setup for products that enforces business policies in real time as sales reps interact with the CPQ system. 
• Takeaway: Streamlining and installing coherent systems decreased Ziehm's quote creation time by 93 percent, troubleshooting time by 87 percent, and the time to add products by approximately 87 percent. The lesson is clear: A holistic approach to process improvement can reap impressive benefits.

designdough: A More Refined Recruitment Process

Molly Govus is the Marketing Manager of designdough , a full-service U.K. design firm. The company tightened its use of project and time management tools to run projects and realized it needed to do the same for managing internal projects.

• Challenge: designdough audited its recruitment process and discovered four key issues: Permanent and temporary staffing ebb and flow was always in flux depending on client project demands. There were no clear start-to-finish timescales, and they lacked transparency with staff regarding project timescales. Staff capacity related to assigned tasks was unclear. Finally, the firm lacked designated client communication points.  
• Solution: They started by planning and documenting every resource and task using a project management tool that provided visibility for all team members. They wanted to clarify the audit's issues and organize information and project processes around recruiting by implementing clearly delineated stages (Administration, Interview, Offer, Induction, and Confirmation). Now, they set start dates for each step and complete tasks before moving to the next stage. Additionally, they add relevant tags, such as meeting , to tasks so they can easily identify who is assigned the task assignment and dates attached to every job. 
• Takeaway: Thanks to a straightforward process and an efficient project management tool, the team met its recruitment project goals. They now encounter fewer bottlenecks and have an easier recruitment process that has improved staff and client satisfaction and relationships.

What Is the Measure of Project Success?

The measure of project success is meeting the initial criteria established by the internal or external client and the project team. Teams use these specs, milestones, and deliverables to evaluate a project after it closes. 

“Project managers are experts at helping people define problems,” notes J. Scott, CEO of 120VC and author of The Irreverent Guide to Project Management . “Data drives and measures success to control the outcome and move the project forward as aggressively as possible, leaving no time or money on the table.”

In its 2020 report, “Ahead of the Curve: Forging a Future Focused Culture,” the Project Management Institute (PMI) found that organizations that operated from mature ROI capabilities geared toward meeting strategic goals, working within predetermined budgets, delivered segments and the entire project on time with limited scope creep . High-maturity companies had 50 percent fewer project failures than low-maturity organizations.      

A success measurement framework includes:

• Buy-In: Worthy projects and outstanding ideas can fail if critical stakeholders aren't behind the effort. With buy-in, resources will be available, and you can move the project forward.
• Strategic Approach: One of the best ways to guarantee buy-in is to make a business case that shows how the project fits into overall company goals and will positively impact the organization’s future. According to an article on the six questions to ask before starting a big project in the Harvard Business Review, a good distribution of resources is 60 percent in support of the core business, 30 percent in the adjacent business area, and 10 percent unrelated to your core business.
• Meticulous Planning: Completing projects on budget and on schedule relies on thorough advanced planning. Professional planning includes defining the scope and objectives of the project and operating from an understanding of the resource and budget limitations that affect your project. 
• Continuous Monitoring: Once the project begins, it's essential to monitor all activities, resources, and expenditures almost constantly. You will likely find that you’ll need to make adjustments to some elements in every project. You will want to monitor the execution of tasks against milestones, keep an eye on quality, track whether you are on schedule, and verify money is spent according to plan. 
• Make Relationships a Priority: Stay in touch with clients, vendors, and internal team members to stay informed about project status and build relationships. Once the project concludes, check in with stakeholders to see what worked and what didn't so that you can apply winning strategies and tactics to subsequent projects.

Setting Success Metrics

For the best results, the only way to measure project failure or success is by collecting and tracking data from the first day until the project closes. "You can't manage what you don't measure" is Peter Drucker’s time-honored adage for setting project success metrics. 

Management consultant Drucker's gold standard in project management metrics is his specific, measurable, achievable, realistic, and time-bound goals framework, known as SMART . To start setting those strategic types of project metrics, the Performance Management Institute (PMI) suggests asking three questions to inform the metrics you will use to measure the success of your project .

 The key questions to help set metrics are the following:

• Why is the project needed? Understand the purpose or goal of the project or work.
• What are the success factors? Determine what critical success factors are mandatory for you to succeed and achieve the goal.
• What are the metrics? Identify how you will measure the fulfillment for each critical success factor for the project or program, and collect and share data.

Common Project Management Success Metrics

Metrics for on-target project management track productivity, assess resource utilization, monitor the scope of work changes, and measure quality. Assuring a low number of defects throughout the project and providing a quality deliverable at its end should be a metric for any project. 

Examples of crucial project metrics include the following:

• Resource Utilization: This metric assesses how individual team members or the project team spend their time against the total number of hours allocated for the project. Periodically checking time spent on the project can help assess how human energy is being used. For organizations that bill hours, this is an important metric to monitor and review at the end of a project.
• Schedule Variance: This metric helps project managers determine if projects are running according to the planned budget or ahead of it. A negative schedule variance means the project is behind schedule.
• Cost Performance: This metric measures efficiency. Divide the work performed or earned value by how much money it took to accomplish tasks. Accurate budget estimates rely on forecasting cost performance. 
• Cost Variance: This metric pinpoints how you are operating within a planned budget. The purpose is to see if you are running below or within budget. If cost variance is negative, the project is over budget. If it’s under budget, that means you are achieving budget and project success.
• Gross Margin: A strategically planned project aims to contribute to the company by increasing profits. The gross margin is the difference between the total income and total project spend. It’s best to establish the gross target margin before a project begins and measure it on an ongoing basis. Achieving or exceeding a gross margin is the primary mark of project management excellence.

With project metrics in place and the right tools to track that data, it is easier to crunch the numbers on previous projects to see what went right and what task ended up causing a significant delay.

What Skills and Tools Support Project Management Success?

You need various tools and skills to guide projects to the desired goal. Soft skills are people skills or emotional intelligence. Hard skills are specific to project managers and can be learned through formal training or on the job. 

The exact project management techniques and tools you need depend on your industry, company, and team preferences. The vital foundation for success is to create your project plan and lean into best practices that focus on organization, communication, and team leadership. "There are many methodologies project managers employ," says 120VC’s J. Scott. "Waterfall, Agile, Lean, and more – but the most important skill to have is leadership and a people-centric framework since it is people that get [expletive] done.”

Project management skills and tools to help you meet project management challenges – and win –  include the following:

• Soft Skills: Soft skills are interpersonal skills such as communication, flexibility, leadership, teamwork, and time management.
• Project Management Tools: Tools is another word for software. Purpose-built project management software supports teams in the planning, tracking, and managing of projects to meet stated goals on time and within budget. These also serve as a repository for data that will inform the post-project analysis.
• Project Management Methodologies and Frameworks: The Project Management Body of Knowledge (PMBOK) Guide describes all the PM methodologies and techniques available to manage projects. Project managers choose frameworks such as Critical Chain Project Management, Lean, Scrum, and Waterfall for their projects.

Reasons Projects Fail and How Modern Project Software Supports Success

Projects fail for many reasons. Those include inadequate preparation, poor documentation and tracking, and poor communication. Modern project software can help solve those problems and support success. 

"Project management, particularly at the enterprise scale, is about getting to desired outcomes as efficiently as possible under any conditions," says 120VC's Scott. "You must be agile (with a lowercase a) to get things done to reach those outcomes." Modern software is the way forward.

“IT projects have an exceptionally high failure rate of 44 percent,” says Scott. “These projects fail due to a lack of alignment between business and project objectives. As software project failure statistics show, the lack of alignment of projects with the business objectives is why nearly half of the strategic initiatives fail.”

5 Famous Project Management Failures and How They Could Have Been Solved

Project management failures are part of most projects. The key is to learn from past failures and track projects closely to get back on track when things go awry. 

1. Citibank Interest Payment Failure Citibank intended to make a $7.8 million interest payment to creditors of its client Revlon. Instead, the company paid $900 million because of errors due to aging software. Citibank's employees set up a transaction as if they were paying off the entire loan to calculate the interest correctly, then check numerous boxes to deliver the majority of the sum to an internal Citibank account. Three different people signed off on this transaction, most of which wasn't due to creditors until 2023, but the Citibank employees didn’t check all the proper boxes. Creditors kept more than $500 million of the payment. A judge ruled that they didn't have to return the money because he said it was not believable that one of the largest and most sophisticated financial institutions on earth could make such a mistake. 

• Takeaway: The big lesson is to modernize your software and user interfaces, so employees can perform their duties in a streamlined, logical fashion. Remember: You might suffer less when you make mistakes if people aren't angry enough to take advantage of those errors.

2. J.C. Penney Rebrand Failure Ron Johnson, who has a successful branding track record, took over as J.C. Penney's CEO in 2011. Johnson's "cheap chic" rebranding for Target was enormously successful, as was his previous work with Apple to generate its outstanding and consistent brand experience. Defying expectations, Johnson's rebrand for Penney's was a dismal failure. His goal was to revitalize the chain by making "hip" changes. He wanted to shake things up at the company by doing away with sales and coupons, nixing some of the legacy merchandise, and modernizing the store’s physical layout. It failed miserably. Revenues dropped from an already low level, and after 17 months, Johnson was out.

• Takeaway: No matter how cool or innovative a new brand concept seems, robust market research is mandatory. J.C. Penney's poor financial state forced Johnson to act too quickly. As such, he failed to align the likes and dislikes of J.C. Penney's loyal existing customer base with new tactics. That's not to say the change involved in rebranding has to be totally at the mercy of your customers' extant preferences. When a brand has long-standing customer favorite factors such as discounts and coupons, it may be best to roll out changes slowly rather than all at once to acclimate existing customers to a new direction.

3. McDonald's Arch Deluxe Burger The fast food giant put an unprecedented $150 million into advertising for the Arch Deluxe Burger, only to discover its customers weren't interested in the sophisticated, ”gourmet” menu option. Mistakes include marketing to a new, disinterested Gen X demographic while neglecting the brand's core audience, overpricing the burger to cover the additional costs it took to create, and franchisee disinterest. 

• Takeaway: The message is to never ignore your buying base and pick the right metrics when you start and run a project. If McDonald's had a more accurate picture of what its customers wanted and conducted more testing with existing customers, the company could have saved its money, resources, and reputation. 

4. Dyson Electric Car James Dyson spent a small fortune – more than $600 million – on a seven-seat electric car with a 600-mile range. Then Dyson scrapped it before the prototype ever hit the road. Electric vehicles are costly, and the battery, battery management, electronics, and cooling system are much more expensive than an internal combustion engine. Tesla — hailed as a success by many — has burned through $19 billion of investor cash and is still not profitable. It turned out that each Dyson would have had to fetch roughly $183 million to break even. 

• Takeaway: The British government wants to ban sales of all fossil-fuel cars by 2035, so Dyson shifted its focus. The company continues to work on solid-state battery manufacturing. Solid-state batteries are the key to making electric vehicles functional and desirable. Highly efficient, as well as smaller and lighter than ion batteries, solid-state batteries generate less heat and are easier to recycle. Dyson says he could return to electric vehicle production when commercial and financial circumstances change.

5. Coca-Cola and New Coke The company tested New Coke with 200,000 consumers. Most people who tried it preferred New Coke over the traditional product. Based on that information, Coca-Cola launched New Coke in 1985. But the new product did not sell, and product loyalty and people’s old-fashioned habits got in the way. The cost to the company was $30 million in unsellable backstock and $4 million lost to development. New Coke remains one of the most famous failures in marketing history.

• Takeaway: While Coca-Cola researched the market, it missed the mark when assessing the power of brand loyalty. Understanding customers is imperative in product development. Ensure your information is comprehensive and those insights are realistic and accurate.

How Modern Project Management Software Cures Common Project Woes

Modern project management software provides real-time visibility into work conducted across projects, programs, and processes. Store, track, manage, and automatically report on all work, so you can save time and help your team focus on the work that matters most.

Take Charge of Your Next Project with Real-Time Work Management in Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

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21 UX case studies to learn from in 2024

UX case studies are the heart of your design portfolio. They offer a peek into your design process, showcasing how you tackle challenges, your methods, and your results. For recruiters, these case studies serve as a metric for evaluating your skills, problem-solving abilities, and talent.

If you’re considering creating your own UX case study in 2024 but don’t know where to start, you’re in the right place. This article aims to inspire you with 21 carefully hand-picked UX case study examples, each offering valuable lessons.

But before we dive into these examples, let’s address a question that might be lingering: Is a UX case study truly worth the effort?

Is it worth creating a UX case study?

The short answer is yes.

Remember how in math class, showing your workings was even more important than getting the correct answer? UX case studies are like that for designers. They are more than just showcasing the final product (the polished website or app); they detail the steps taken to get there (the research, user testing, and design iterations). By showing your design process, you give potential employers or clients a peek into your thought process and problem-solving skills.

A well-laid-out case study has many benefits, including the following:

Building credibility

As case studies provide evidence of your expertise and past successes, they can build credibility and trust with potential employers or clients.

Educational value

By showing your design process, you provide valuable insights and learnings for other designers and stakeholders.

Differentiation

A compelling case study can leave a lasting impression on potential recruiters and clients, helping you stand out.

Iterative improvement

A case study is like a roadmap of each project, detailing the highs, lows, failures, and successes. This information allows you to identify areas for improvement, learn from mistakes, and refine your approach in subsequent projects.

Now that you know why a stand-out case study is so important, let’s look at 21 examples to help you get creative. The case studies will fall under five categories:

• Language learning app
• Learning app
• Travel agency app
• Intelly healthcare app
• Cox Automotive
• Swiftwash laundry
• Wayfaro trip planner
• New York Times app redesign
• Disney+ app redesign
• Fitbit redesign
• Ryanair app redesign
• Forbes app redesign
• Enhancing virtual teaching with Google Meet
• Airbnb’s global check-in tool
• Spotify home shortcuts
• AI-powered spatial banking for Apple Vision Pro
• Sage Express

In this section, we’ll explore case studies that take us through the complete design journey of creating a digital product from scratch.

1. Language learning app

If you’re a designer looking to get your foot in the door, this is one case study you need to check out. It’s so well detailed that it helped this designer land their first role as a UX designer:

Created by Christina Sa, this case study tackles the all-too-common struggle of learning a new language through a mobile app. It takes us through the process of designing a nontraditional learning app that focuses on building a habit by teaching the Korean language using Korean media such as K-pop, K-drama, and K-webtoon.

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Key takeaway

This case study shows how a structured design process, user-centered approach, and effective communication can help you stand out. The creator meticulously laid out their design process from the exploratory research phase to the final prototype, even detailing how the case study changed their view on the importance of a design process.

If you’re searching for a comprehensive case study that details every step of the design process, look no further. This one is for you:

This impressive case study by Finna Wang explores the creation of a fan-focused responsive platform for Jambb, an already existing social platform. The creator starts by identifying the problem and then defines the project scope before diving into the design process.

This case study shows us the importance of an iterative problem-solving approach. It identifies a problem (pre-problem statement), creates a solution, tests the solution, and then revises the problem statement based on the new findings.

3. Learning app

If you need a highly visual case study that takes you through every step of the design process in an engaging way, this one is for you:

This case study walks us through the design of a platform where users can find experts to explain complex topics to them in a simple and friendly manner. It starts by defining the scope of work, then progresses through research, user journeys, information architecture, user flow, initial design, and user testing, before presenting the final solution.

This case study demonstrates effective ways to keep readers engaged while taking them through the steps of a design process. By incorporating illustrations and data visualization, the designer communicates complex information in an engaging manner, without boring the readers.

If you’re in search of a case study that details the design process but is also visually appealing, you should give this one a look:

This case study by Orbix Studio takes us through the process of designing GiveHub, a fundraising app that helps users set up campaigns for causes they’re passionate about. It starts with an overview of the design process, then moves on to identifying the challenges and proposing solutions, before showing us how the solutions are brought to life.

This case study illustrates how a visually engaging design and clear organization can make your presentation easy to grasp.

5. Travel agency app

This case study is quite popular on Behance, and it’s easy to see why:

The case study takes us through the process of creating a travel app that lets users compare travel packages from various travel agencies or groups. The creators set out a clear problem statement, propose a solution, and then show us the step-by-step implementation process. The incorporation of data visualization tools makes this case study easy to digest.

This is another case study that shows the importance of using a clearly defined design process. Going by its popularity on Behance, you can tell that the step-by-step process breakdown was well worth the effort.

6. Intelly healthcare app

If you’re looking for a UX case study that explores the design journey for both mobile and desktop versions of an app, this is one you should check out:

This case study explores the process of creating Intelly, an app that transforms patient care with telemedicine, prescription management, and real-time tracking. The case study begins with a clear design goal, followed by a layout of existing problems and design opportunities. The final design is a mobile app for patients and a desktop app for doctors.

This case study highlights the importance of proactive problem-solving and creative thinking in the design process. The creators laid out some key problems, identified design opportunities in them, and effectively leveraged them to create an app.

7. Cox Automotive

If you prefer a results-oriented case study, you’ll love this one:

This case study delves into how Cox Automotive’s Manheim division, used LogRocket to optimize their customers’ digital experience for remote car auctions. It starts by highlighting the three key outcomes before giving us an executive summary of the case study. The rest of the case study takes us through the process of achieving the highlighted outcomes.

A key takeaway from this case study is the significance of using user data and feedback to enhance the digital experience continuously. Cox Automotive used LogRocket to identify and address user-reported issues, gain insights into customer behaviors, and make data-driven decisions to optimize their product.

These case studies are more focused on the visual aspects of the design process, teaching us a thing or two about presentation and delivery.

If you love a case study that scores high on aesthetics with vivid colors, cool illustrations, and fun animations, you need to check this one out:

This case study takes us on a visual journey of creating Rebank, a digital product aimed at revolutionizing the baking industry. It starts with the research process, moves on to branding and style, and then takes us through the different screens, explaining what each one offers.

This case study illustrates the value of thinking outside the box. Breaking away from the conventional design style of financial products makes it a stand-out case study.

9. Swiftwash Laundry

If you’re looking for a case study that prioritizes aesthetics and visual appeal, you should check this one out:

This case study by Orbix Studio gives us a peek into how they created Swiftwash, a laundry service app. It takes us through the steps involved in creating an intuitive, user-friendly, and visually appealing interface.

If there’s one thing to take away from this case study, it’s the value of presenting information in a straightforward manner. Besides being easy on the eye, this case study is also easy to digest. The creators lay out the problem and detail the steps taken to achieve a solution, in an easy-to-follow way, while maintaining a high visual appeal.

10. Wayfaro trip planner

If you’re looking for a concise case study with clean visuals, you should definitely check this one out:

This Behance case study takes us through the design of Wayfaro, a trip planner app that allows users to plan their itineraries for upcoming journeys. The creators dive straight into the visual design process, showing us aspects such as branding and user flow, and explaining the various features on each screen.

This case study shows us the power of an attractive presentation. Not only is the mobile app design visually appealing, but the design process is presented in a sleek and stylish manner.

App redesign

These case studies delve into the redesign of existing apps, offering valuable insights into presentation techniques and problem-solving approaches.

11. New York Times app redesign

If you’re looking for an app redesign case study that’s impactful yet concise, this one is for you:

This study details the creation of “Timely,” a design feature to address issues with the NYT app such as irrelevant content, low usage, and undesirable coverage. It takes us through the process of identifying the problem, understanding audience needs, creating wireframes, and prototyping.

This case study shows us that you don’t always need to overhaul the existing app when redesigning. It suggests a solution that fits into the current information setup, adding custom graphics to the mobile app. Starting with a simple problem statement, it proposes a solution to address the app’s issues without changing what customers already enjoy.

12. Disney+ app redesign

If you’re looking for an engaging case study that’s light on information, you should check out this one:

This case study by Andre Carioca dives right into giving the user interface a little facelift to make it more fun and engaging. By employing compelling storytelling and appealing visuals, the creator crafts a narrative that’s a delight to read.

Given how popular this case study is on Behance, you can tell that the designer did something right. It shows how injecting a little playfulness can elevate your case study and make it more delightful.

13. Fitbit redesign

If you want an in-depth case study that doesn’t bore you to sleep, this one is for you:

This case study by Stacey Wang takes us through the process of redesigning Fitbit, a wearable fitness tracker. The creator starts by understanding personas and what users expect from a fitness tracker.

Next was the development of use cases and personas. Through a series of guerrilla tests, they were able to identify user pain points. The redesign was centered around addressing these pain points.

This case study highlights the importance of clear organization and strong visual communication. The creator goes in-depth into the intricacies of redesigning the Fitbit app, highlighting every step, without boring the readers.

14. Ryanair app redesign

If you’re bored of the usual static case studies and need something more interactive, this app redesign is what you’re looking for:

This case study takes us through the process of giving the Ryanair app a fresh look. Besides the clean aesthetics and straightforward presentation, the incorporation of playful language and interactive elements makes this case study captivating.

This case study shows how adding a bit of interactivity to your presentation can elevate your work.

15. Forbes app redesign

This case study starts by explaining why the redesign was needed and dives deep into analyzing the current app. The creator then takes us through the research and ideation phases and shares their proposed solution. After testing the solution, they made iterations based on the results.

When it comes to redesigning an existing product, it’s a good idea to make a strong case for why the redesign was needed in the first place.

UX research

These case studies are centered around UX research, highlighting key research insights to enhance your design process.

16. Enhancing virtual teaching with Google Meet

This case study by Amanda Rosenburg, Head of User Experience Research, Google Classroom shows us how listening to user feedback can help make our products more useful and inclusive to users.

To improve the virtual teaching experience on Google Meet, the team spent a lot of time getting feedback from teachers. They then incorporated this feedback into the product design, resulting in new functionality like attendance taking, hand raising, waiting rooms, and polls. Not only did these new features improve the user experience for teachers and students, but they also created a better user experience for all Google Meet users.

When there isn’t room for extensive user research and you need to make quick improvements to the user experience, it’s best to go straight to your users for feedback.

17. Airbnb’s global check-in tool

This case study by Vibha Bamba, Design Lead on Airbnb’s Host Success team, shows us how observing user behaviors inspired the creation of a global check-in tool:

By observing interactions between guests and hosts, the Airbnb team discovered a design opportunity. This led to the creation of visual check-in guides for Airbnb guests, which they can access both offline and online.

There’s a lot to be learned from observing user behavior. Don’t limit yourself to insights obtained from periodic research. Instead, observe how people interact with your product in their daily lives. The insights obtained from such observations can help unlock ingenious design opportunities.

18. Spotify Home Shortcuts

This case study by Nhi Ngo, a Senior User Researcher at Spotify shows us the importance of a human perspective in a data-driven world:

When the Spotify team set out to develop and launch the ML-powered Shortcuts feature on the home tab, they hit a brick wall with the naming. A/B tests came back inconclusive. In the end, they had to go with the product designer’s suggestion of giving the feature a name that would create a more human and personal experience for users.

This led to the creation of a humanistic product feature that evoked joy in Spotify’s users and led to the incorporation of more time-based features in the model, making the content more time-sensitive for users.

Although data-driven research is powerful, it doesn’t hold all the answers. So in your quest to uncover answers through research, never lose sight of the all-important human perspective.

Artificial intelligence

The following case studies are centered around the design of AI-powered products.

19. AI-powered spatial banking for Apple Vision Pro

If you want to be wowed by a futuristic case study that merges artificial intelligence with spatial banking, you should check this out:

In this revolutionary case study, UXDA designers offer a sneak peek into the future with a banking experience powered by AI. They unveil their vision of AI-powered spatial banking on the visionOS platform, showcasing its features and their AI use cases.

This case study shows us the importance of pushing boundaries to create innovative experiences that cater to user needs and preferences.

20. Sage Express

If what you need is an AI case study that isn’t information-dense, this one is for you:

This case study by Arounda takes us through the design of Sage Express, an AI-powered data discovery tool that automatically extracts patterns, tendencies, and insights from data. It outlines the challenge, proposes a solution, and details the journey of bringing the proposed solution to life. But it doesn’t stop there: it also shows the actual results of the design using tangible metrics.

This case study underscores the importance of showing your outcomes in tangible form. You’ve worked hard on a project, but what were the actual results?

If you’re looking for a clean and well-structured AI case study, this will be helpful:

This case study takes us through the process of creating Delfi, an AI-driven banking financial report system. It details the entire design process from onboarding to prototype creation.

If there’s one thing to learn from this case study, it’s how a well-structured presentation can simplify complex information. Although the case study is heavy on financial data, the organized layout not only enhances visual appeal but also aids comprehension.

This article has shown you 21 powerful case study examples across various niches, each providing valuable insights into the design process. These case studies demonstrate the importance of showcasing the design journey, not just the final polished product.

When creating your own case study, remember to walk your users through the design process, the challenges you faced, and your solutions. This gives potential recruiters and clients a glimpse of your creativity and problem-solving skills.

And finally, don’t forget to add that human touch. Let your personality shine through and don’t be afraid to inject a little playfulness and storytelling where appropriate. By doing so, you can craft a case study that leaves a lasting impression on your audience.

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Project Case Study

Who wouldn’t want to bask in the glory of success and sit at the top of one’s chosen trade? We can put too much emphasis on the results that we tend to neglect the arduous process that comes with the glitz and glitters. Overnight success will not stand the rigors of long term subsistence. Stories of toils and triumph against adversity are what make our achievement motivating and noteworthy to the rest of the industry. That is why a project case study showing how you overcame ordeals from day zero tells more than the product will of your competency in your chosen field. 

Case studies provide in-depth treatment of a subject matter because of the extensive reporting and comprehensive writing style they entail. They put the spotlight on how a team made a project a success despite the challenges and how it is making strides in the industry. Project case studies are a useful project management apparatus for documenting initiatives, programs, and strategy for future reference of the company and concerned entities. Instead of using hard-sell strategies on marketing your craft, let project case studies make the case for you.

End Game Goggles

We don’t just tune in to the recognition of the Olympic gold medalists, Nobel Prize winners, and Pulitzer Prize awardees for their crowning moments. We listen to their backstories, their journey of getting to where they are now. It could be that we find comfort in knowing that the prominent personalities in different world arenas are also humans, that they, too, face adversities. We may be seeking motivation in our own lives in knowing that others made it to greatness so we can, also. Success stories sell for many reasons, but not all generate the same effect in us. 

“Powerball” Success

The problem with instant success is that it skips the phenomenon of delayed gratification. When it bypasses the hard work that is equivalent to working for an equivalent prize, people tend to put less value on the amount. In other words, money is worth less when earned with a lottery ticket. This isn’t meant to poke fun on lottery winners nor devaluate what they have done to win. The point is that, in general, it is easier to spend money when you didn’t shed blood and tears to earn every penny.

On Reporting the Process 

Although the end product is the biggest tell-tale of the success of a project, it doesn’t paint a complete picture. There is a chasm between the start to finish of a project. When you keep the two detached from each other, you lose valuable information that you can use for future ventures. You also keep up this erroneous image that success comes easy. One, that misleads an audience that you might not even know you have. Forget about inspiring a new batch of leaders, world changers, and entrepreneurs. Two, it is difficult to sustain a pristine and perfect image. It will always crumble sooner than convenient.

Where Pragmatism Fails

On the other hand, veiling the work that came with your success is counterintuitive in making your mark in the field. Achievement is not handed out on a silver platter. Case studies show the rest of the industry how you accomplished a project. It shows your capability in marketing project strategy and management. It tells of your expertise and your work ethic in handling the tasks and meeting strict deadlines. It boasts of your prowess in getting the job done. For a company, project case studies tell the clients how professional you are in meeting their expectations and demands. It tells of your command of the trade and skill in the craft.

It’s time to take off the end game goggles and gain a new perspective on how you should measure success.

10+ Project Case Study Examples

The success of an endeavor takes a stroke of brilliance, perseverance, and hard work. Illustrate for your and the rest of the world’s benefit how you made a project successful against the odds through publishing case studies. Because each study is a detailed accomplishment and  performance report on how you went above and beyond what’s good enough for clients, your portfolio and business library will certainly benefit from these documents. With the world becoming aware of the usefulness of case studies, be at the top of your game and tell your success story differently. Look into the following case study templates and samples from different fields and improve your storytelling.

1. Project Case Study Template Example

• Google Docs

Size: 79 KB

2. Design Project and Case Study Example

Size: 815 KB

3. Construction of Highway Project case Study Example

Size: 390 KB

4. Primary School Pilot Project Case Study Example

5. Funded Project Case Study Example

6. Phono-Post Project case study Example

Size: 116 KB

7. Formal Project Case Study Example

Size: 299 KB

8. Water Quality Project Case Study Example

Size: 927 KB

9. Educational Project Case Study Example

10. Project Agreement Case Study Example

Size: 417 KB

11. Bridges Project Case Studies Example

Size: 217 KB

12. Project Case Study in DOC

Size: 11 KB

How To Make A Project Case Study

Success stories are not made equal. Revamp your or your business’s portfolio with project management case study that shows why you are trustworthy and reliable in a competitive industry. Keeping case studies in your library will also guide your next decisions. This is how you design your success story that converts audience into clients.

1. Identify a Highlight

Of the projects that you have worked on, which ones would you consider your best? List your top contenders and indicate a summary why you think it so. Perhaps you can ask a colleague to help you identify which of these are your best. Make each study caption concise, detailed, and interesting.

2. Tell it Effectively

Make the format easier to understand on the first reading. Include the description of the client and their problem, the project’s objectives, how you came about the case, and the results. Indicate the challenges and your solutions, and how the project was received by the clients. You should explain how you made the project a success. Remember, even if it was successful, there is a lot going in the background that will put off any interested client, may that be internal team tension or terrible work ethic.

3. Credit All Involved

Most likely, you worked with a team for the project. Therefore, you have to give them credit for what they have accomplished. You should also explain your role in the project and how you contributed to its success. When your client knows how you are involved instead of just your work title in the project, it will help you gain their trust.

4. Describe Project’s Impact

Although case studies are about the process of success, don’t forget to make it clear how the project wasn’t just a money-making scheme. It helps your image if you communicate that you also care for your clients. Write about how the project made or will make a significant difference in the community. Describe how it affected the people involved and its benefactors. Show your heart by including societal and environmental responsibility in your business ventures.

How the work is done is part of the success and should be given a huge chunk of the performance indicator pie. The glorious end of any successful endeavor is only half the picture. Build a respectable career on stable and dependable work that gives importance to the laborious grind as it does the trophy at the end.

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Top Scrum Case Study Examples in Real-life 2024

Home Blog Agile Top Scrum Case Study Examples in Real-life 2024

Scrum has gained significant traction as a widely adopted and successful framework for the efficient execution of intricate projects within project management. Real-life case studies provide valuable insights into how organizations successfully implement Scrum methodologies to overcome challenges and achieve their project goals. In 2024, several notable Scrum case studies have emerged, showcasing the practical application of Scrum in diverse industries and contexts. These case studies demonstrate the versatility of Scrum and its ability to drive efficiency, collaboration, and innovation. 

By examining these real-life examples, we can gain inspiration and learn from the experiences of organizations that have leveraged Scrum to navigate complex projects and deliver exceptional results. Also, by incorporating  Agile training online, we can drive successful Agile transformations.

What is the Importance of Case Studies in Scrum?

Case studies play a crucial role in Scrum as they provide valuable real-world examples and insights into the practical implementation of the framework. 

• Learning from Experience: Scrum master case study examples offer an opportunity to learn from the experiences of others who have already implemented Scrum. They provide valuable insights into the challenges faced, solutions implemented, and the overall journey of organizations in adopting Scrum.
• Practical Application: Scrum case study examples demonstrate how Scrum principles and practices can be applied in real-world scenarios. 
• Identify Challenges: Scrum case study examples can also help teams to identify potential challenges and pitfalls that they may face when implementing Scrum. This can help them to plan and develop strategies for addressing these challenges.
• Best Practices and Lessons Learned: Case studies often share best practices, lessons learned, and success stories. They provide valuable guidance on what worked well and what pitfalls to avoid during the Scrum implementation.
• Inspiration and Motivation: Scrum master case study examples can inspire and motivate teams and organizations by showcasing the positive outcomes and benefits achieved through Scrum adoption. 
• Continuous Improvement: Scrum case study examples contribute to the continuous improvement of Scrum practices by providing feedback and insights to the Scrum community.

Overall, Scrum master case study examples serve as a valuable resource for Scrum practitioners, helping them gain knowledge, inspiration, and practical guidance for successful Scrum implementation and continuous improvement. Combining case studies with KnowledgeHut Agile training online allows a holistic understanding of Scrum and its practical implementation.

Top Scrum Case Study Examples

1. mayden’s transformation from waterfall to scrum.

The scrum master case study example below showcases the need for embracing agile methodologies:

Mayden, a small and innovative company in the U.K. that develops managed web applications for the healthcare sector was facing challenges with their traditional waterfall approach to software development. They encountered difficulties in delivering projects on time, meeting customer expectations, and responding to changes in requirements.

How it was solved:

Mayden recognized the need for change and the opportunity to develop a new product using new technology. The company decided to transition from Waterfall to the Agile framework, specifically adopting Scrum. The following solutions were implemented:

• Agile Training: A member of the development team, Rob Cullingford, attended a Certified ScrumMaster (CSM) course and became an advocate for Agile. Mayden brought in Agilify and Paul Goddard to provide CSM training to the entire team, fostering a shared understanding of Scrum principles and practices.
• Management Support: Mayden's management team embraced the concepts of Scrum and recognized its potential to transform project delivery. Their support and foresight were instrumental in driving the adoption of Scrum throughout the organization.
• Enthusiastic Embrace: The development team, along with managers and support staff, enthusiastically embraced Scrum. The decision to pursue Scrum training was made quickly, and 20 people attended the ScrumMaster training within a week.

2. Scrum Methodology as Used by a Capstone Team

Below is a scrum master case study example that shows the effectiveness of forming a scrum team:

Problem: 

The capstone team faced the challenge of managing their project effectively and maximizing their velocity. They needed to find a way to improve their project management processes to increase productivity and ensure successful project completion.

How it was Solved: 

The team decided to adopt the Scrum methodology to address their project management challenges. They implemented specific process modifications and utilized Scrum practices to improve their velocity. Some key solutions they implemented include:

• Scrum Framework: The team embraced the Scrum framework, which provided a structured approach to project management. They defined roles (Scrum Master, Product Owner, Development Team) and implemented Scrum ceremonies (Daily Stand-ups, Sprint Planning, Sprint Review, Retrospective) to facilitate effective communication and collaboration.
• Asynchronous Daily Meetings: Instead of traditional synchronous daily stand-up meetings, the team conducted asynchronous daily meetings. This allowed team members to update their progress and communicate asynchronously, reducing scheduling conflicts and improving flexibility.
• Sprint Reviews: The team conducted regular sprint reviews to showcase their work and gather feedback from stakeholders. These reviews helped ensure that the project was on track and met the expectations of the stakeholders, leading to course corrections and improvements.
• Velocity Tracking: The team tracked their velocity, which is a measure of the amount of work completed in each sprint. They analyzed their velocity at different points in the project and compared it to the process modifications they made. This analysis allowed them to identify correlations between their process modifications and improvements in velocity.

3. Increasing visibility and cross-product alignment at Radware

This scrum case study example shows how adopting scrum brought more visibility and collaboration at Radware.

Radware, a global leader in cybersecurity and application delivery solutions, faced several challenges in its development and delivery processes:

• Waterfall-like Processes: Radware followed development processes with long handoffs between product, development, and QA teams, resulting in extended cycles, low visibility, and predictability. This approach did not align with the fast response time required in the security market.
• Dependencies and Product Lines: Radware had dependencies on hardware and interdependencies between its five distinct product lines. This created complexity and posed challenges in the release and delivery processes.

How was it Solved: 

To address these challenges, Radware implemented the following solutions:

• Management Workshop: Conducted workshops within each product line to analyze organizational-level challenges and identify necessary change management strategies. This involved engaging top management to understand the requirements for successful Agile transformation.
• Global Engagement: Collaborated with Radware managers and teams worldwide to ensure consistent adoption of Agile practices and principles. This involved creating a shared understanding of Agile and aligning processes across different locations.
• ALM Tool Adoption: Utilized the Application Lifecycle Management (ALM) tool, Rally, as the central source of truth for all participants. This helped provide visibility, transparency, and collaboration across teams, ensuring everyone had access to accurate and up-to-date information.
• Training: Conducted comprehensive training sessions for Product Owners, Scrum Masters, and all teams involved in the Agile transformation. This enabled individuals to understand their roles and responsibilities within the Agile framework and equipped them with the necessary knowledge and skills to implement Agile practices effectively.
• Agile Release Trains (ART): Designed and launched five Agile Release Trains, one for each product line. Agile Release Trains provided a structured and synchronized approach to product development, ensuring alignment and coordination across teams working on different products.
• Program Increment Planning: Implemented Program Increment Planning, which allowed for the alignment of priorities and synchronization of work across teams. This provided a clear roadmap and facilitated better planning and execution of development efforts.
• Stabled and Synchronized Cadence: Established a stable and synchronized cadence across the entire company. This involved implementing regular Agile ceremonies and ensuring consistent timelines and iterations for planning, development, and review activities.

4. Blue Flash Conversion to Scrum Practices 

The scrum master case study example presented here is highly compelling as it revolves around the remarkable achievement of a student team named "Blue Flash," who employed Scrum and Kanban methodologies to construct a race car for a prestigious international competition.

The Blue Flash team, consisting of volunteers and sponsors, faced several challenges. These challenges included the need for improved cross-team collaboration, empowerment of teams, adapting to changing conditions, and addressing the impact of the COVID-19 pandemic on team composition and priorities.

How it was solved: 

To address the challenges, the Blue Flash team implemented the following solutions:

• Adoption of Agile and Scrum: In March 2020, the team decided to adopt the Agile way of working and specifically chose Scrum as their framework. This decision aimed to improve cross-team collaboration and empower the teams to work more effectively.
• Agile Kick-off Meeting and Agile Coach: The team's sponsor organized an agile kick-off meeting where they met their Agile coach, who agreed to assist them. Over a period of six months, the Agile coach dedicated his spare time to working with the team, conducting workshops, and providing guidance on Scrum practices and principles.
• Formation of Scrum Teams: The team formed two Scrum teams, with each team consisting of a Scrum Master, developers, and a shared Product Owner. This enabled the teams to work autonomously and become self-organized, promoting efficiency and collaboration.
• Remote Work and Reduced Team Size: Due to the COVID-19 pandemic, the team had to adapt to remote work and reduce the number of team members. By selecting fewer team members with the necessary skills and compatible personalities, the teams were able to maintain productivity and cohesiveness despite working remotely.
• Use of Kanban for Backlog Management: To manage their Product Backlog, Sprint Backlog, and Daily Scrum, the team utilized the Kanban methodology. This provided visual clarity and transparency, helping the teams stay organized and focused on their work.

5. Agile Project Management at Intel – A Scrum Odyssey

Here is a scrum case study example that shows how applying scrum master led to effective project management.

Microprocessor giant Intel faced several challenges in its engineering development process, including a waterfall culture, functional silos, overburdening of teams, missed schedules, poor morale, and high turnover rates. They also encountered difficulties due to a lack of off-the-shelf software validation solutions and a proprietary language environment. These issues hindered their ability to deliver high-quality products efficiently.

How it was Solved:

Intel decided to implement Scrum in its engineering development process to overcome these challenges. They adopted Scrum in three phases, each addressing specific issues and gradually transforming their work culture.

• Phase 1: Preparing for Silicon - In this phase, Intel hired an external company for Scrum training and coaching. They formed a Process Action Team (PAT) to monitor progress and implemented Scrum in six teams. They focused on scaling work across teams, sharing best practices, and establishing Scrum as the standard means of managing requirements.
• Phase 2: Surviving Silicon - During this phase, the Scrum teams focused on debugging Scrum events and maintaining Scrum artifacts. Some teams initially struggled and reverted to old habits, but through perseverance and collaboration, the surviving Scrum teams emerged stronger. They reintroduced two-week Sprints and improved their ability to identify and prioritize business value.
• Phase 3: Preparing for Manufacturing -To further enhance their progress, Intel identified the handoff between functional groups as a significant issue. They ran a pilot test on cross-functional teams to minimize handoffs and influence the organization's leadership for better Scrum implementation.
• Reduced Cycle Time: Scrum was instrumental in achieving a remarkable 66 percent reduction in cycle time. 
• Performance to Schedule: The implementation of Scrum resulted in the establishment and maintenance of capacity-based planning and a two-week cadence for over a year.
• Improved Morale: Scrum brought about improved communication and job satisfaction within the organization.  
• Increased Transparency: The adoption of Scrum led to the implementation of formal standards, such as CMMI-style VER (Verification) and VAL (Validation).

6. Scrum Boosts Productivity at BBC  

The following scrum master case study example looks at how agile methodologies improved productivity at BBC.

The New Media division of BBC was grappling with significant challenges stemming from a high degree of uncertainty and an emergent software process. The lack of flexibility and adaptability posed significant challenges in meeting the division's evolving needs.

• Introducing Scrum Framework: Andrew Scotland, as a certified Scrum Master, recognized the need for a more collaborative and flexible approach. He initiated the introduction of the Scrum framework across the division's development teams. Scrum provided a structured framework for iterative and incremental development, fostering better communication and encouraging cross-functional collaboration.
• Formation of Cross-Disciplinary Scrum Teams: Andrew facilitated the formation of cross-disciplinary Scrum teams, ensuring representation from Software Engineering, User Experience, Information Architecture, Editorial, Product Management, and Project Management. This approach promoted shared ownership, increased collaboration, and enhanced transparency throughout the development process. 
• Scrum Master Training and Support: Andrew provided Scrum Master training and ongoing support to team members responsible for leading the Scrum teams. This empowered the Scrum masters to guide their respective teams through the Agile transformation effectively and address any challenges that arose.
• Adoption of Agile Practices: The teams embraced Agile practices, including daily stand-up meetings, sprint planning, backlog refinement, and sprint reviews. These practices facilitated regular communication, prioritization of work, and continuous feedback, enabling faster response to change requirements and delivering value incrementally.
• Continuous Improvement and Learning: Andrew fostered a culture of continuous improvement by encouraging regular retrospectives where teams reflected on their processes, identified areas for improvement, and implemented changes to enhance productivity and efficiency.

7. Effective Practices and Federal Challenges in Applying Agile Methods

Numerous examples of lengthy IT projects in the federal government have experienced cost overruns, schedule delays, and limited mission-related outcomes. This has prompted the need for a more effective approach to software development. In response, the Office of Management and Budget (OMB) recommends the use of Agile practices, which advocate for modular software delivery and iterative development, to mitigate risks and improve project outcomes.

The case study conducted by the Government Accountability Office (GAO) focuses on the effective practices and challenges in applying Agile software development methods to IT projects in the federal environment. 

• Agile guidance and adoption strategy: Clear guidelines and a well-defined strategy were provided for adopting Agile practices within the organization, ensuring that teams understood the principles and values of Agile and how they aligned with the organization's goals.
• Migration with Agile terms and examples: The transition to Agile was facilitated by using Agile terminology and providing practical examples to help teams understand and apply Agile concepts in their work, fostering a common language and understanding across the organization.
• Continuous improvement: A culture of continuous improvement was encouraged by regularly evaluating and refining Agile practices at both the project and organizational levels, seeking feedback, and implementing changes that enhanced efficiency and productivity.
• Identified and addressed impediments: Any obstacles or impediments that hindered the adoption of Agile practices were actively identified and addressed, whether they were at the project or organizational level, ensuring smooth progress and removing barriers to Agile success.
• Obtained frequent stakeholder/customer feedback: Regular engagement with stakeholders and customers was conducted to gather feedback on the product or project, ensuring that their needs and expectations were met and leveraging their input to guide iterative development and improvement.
• Empowered small, cross-functional teams: Small, self-organizing teams were formed and empowered to make decisions, fostering collaboration, accountability, and efficient delivery of value.
• Risk Mitigation: Security considerations and monitoring requirements were incorporated as part of the backlog, ensuring that they were prioritized and addressed throughout the Agile development process to mitigate risks and maintain a secure product.
• Demonstrated value at the end of each iteration: A tangible, working product or a valuable outcome was delivered at the end of each iteration or sprint, providing stakeholders with a clear demonstration of progress and ensuring that the product continuously evolved based on their feedback.
• Application of Tools: Appropriate tools and metrics were utilized to track and visualize progress, such as burndown charts or velocity charts, enabling teams to monitor their performance, identify areas for improvement, and make data-driven decisions.
• Monitoring Progress: Progress was tracked and visualized on a daily basis, fostering transparency and accountability. Daily stand-up meetings or team boards were used to ensure that everyone was aware of the status and any potential issues that needed to be addressed promptly.

Key Takeaways from the Case Study

1. Mayden's Transformation from Waterfall to Scrum:

Transitioning from Waterfall to Scrum enabled Mayden to overcome the challenges of inflexibility and lack of customer engagement. Scrum facilitated iterative development, increased collaboration, and improved customer involvement.

2. Scrum Methodology as Used by a Capstone Team:

The Capstone team's use of Scrum methodology resulted in effective project management. Iterative planning, cross-functional collaboration, and quick decision-making were key factors in their success.

3. Increasing visibility and cross-product alignment at Radware:

Radware enhanced visibility and cross-product alignment by implementing regular communication channels, cross-functional collaboration, and centralized project management tools. Leadership support played a significant role in driving this transformation.

4. Blue Flash Conversion to Scrum Practices:

Blue Flash's successful conversion to Scrum practices involved training, team restructuring, and the implementation of Scrum ceremonies. Continuous improvement was emphasized throughout the process.

5. Agile Project Management at Intel - A Scrum Odyssey:

 Intel's adoption of Agile project management, specifically Scrum, improved project execution. Iterative development, cross-functional teams, stakeholder engagement, and continuous learning were key aspects of their success.

6. Scrum Boosts Productivity at BBC:

The BBC experienced increased productivity by embracing Scrum. Streamlined workflows, cross-functional collaboration, continuous improvement, and customer-centricity were significant contributors to their success.

Benefits of Using Scrum in the Project

• Flexibility: Scrum allows for flexibility and adaptability throughout the project lifecycle. It embraces changing requirements and promotes incremental and iterative development.
• Increased collaboration: Scrum fosters collaboration among team members and stakeholders.
• Transparency and visibility: Scrum provides transparency into project progress, work completed, and upcoming tasks.
• Quick value delivery: Scrum emphasizes delivering value early and regularly. By breaking the project into smaller, manageable units called sprints, the team can prioritize and deliver the most valuable features incrementally.
• Risk mitigation: Scrum helps to mitigate risks by focusing on short development cycles and frequent inspection and adaptation.
• Enhanced customer satisfaction: By involving the customer or product owner throughout the development process and regularly seeking their feedback.
• Continuous improvement: Scrum promotes a culture of continuous improvement and innovation.

In conclusion, Scrum case studies serve as invaluable resources for teams contemplating the adoption of Scrum or facing difficulties in its implementation. They offer profound insights into successful applications of Scrum within various organizations, shedding light on potential obstacles and pitfalls while fostering inspiration and motivation. These case studies provide teams with the necessary confidence to persist in their Scrum endeavors by showcasing how other teams have surmounted challenges and achieved notable accomplishments. By delving into these resources, teams can enhance their comprehension of Scrum's multifaceted aspects and gain practical knowledge on its effective implementation.

Frequently Asked Questions (FAQs)

The Scrum values consist of commitment, courage, focus, openness, and respect. Team members commit to sprint goals and delivering value. They exhibit the courage to tackle challenges and make collective decisions. The team stays focused on the sprint goal, avoiding distractions. Openness is fostered through transparent communication. Respect is shown for each other's skills and contributions, promoting a collaborative environment.

An example of applying Scrum is in software development, where a cross-functional team collaboratively works in short iterations called sprints to deliver increments of working software, following Scrum ceremonies and utilizing the product backlog for prioritization.

• Transparency: All aspects of the Scrum process are visible to all team members.
• Inspection: Scrum team regularly checks to see if the project is on track.  
• Adaptation: Scrum team is willing to change the project plan if necessary.

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Lindy Quick, SPCT, is a dynamic Transformation Architect and Senior Business Agility Consultant with a proven track record of success in driving agile transformations. With expertise in multiple agile frameworks, including SAFe, Scrum, and Kanban, Lindy has led impactful transformations across diverse industries such as manufacturing, defense, insurance/financial, and federal government. Lindy's exceptional communication, leadership, and problem-solving skills have earned her a reputation as a trusted advisor. Currently associated with KnowledgeHut and upGrad, Lindy fosters Lean-Agile principles and mindset through coaching, training, and successful execution of transformations. With a passion for effective value delivery, Lindy is a sought-after expert in the field.

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Lean Six Sigma Project Examples | 17 Full Case Studies

Ready to begin your first Lean Six Sigma project? Looking for examples for inspiration or reference to get you started? Here are some project storyboards from different industries and from home. Remember, Lean Six Sigma can help you with more than just work!

• Reducing Underwriting Resubmits by Over 20%  

Governments

• A Call to Change: Pioneering Lean Six Sigma at Los Angeles County  
• Can Lean Six Sigma Be Applied in County Government?  
• How the City of San Antonio Increased Payments for Street Maintenance Using Lean Six Sigma  
• Reducing Bid Tab Creation Cycle Time by 22%  
• Reducing Cycle Time for Natural Disaster Response by 50%  

Manufacturing

• Increasing First Run Parts From 60% to 90% With Lean Six Sigma  
• Reducing Bent/Scratched/Damaged (BSD) Scrap for Building Envelopes  
• Reducing Lead Time in Customer Replacement Part Orders by 41%  
• Reducing Learning Curve Ramp for Temp Employees by 2 Weeks  
• Reducing Purchase Order Lead Time by 33% Using Lean Six Sigma  
• Herding Cats Using Lean Six Sigma: How to Plan for and Manage the Chaos of Parallel Processes  
• Lean Six Sigma Increases Daily Meat Production by 25%  
• Lean Six Sigma Helps Feed People In Need 45% Faster  
• Accelerating Lean Productivity With Immersive Collaboration  
• Reducing Incorrect Router Installations by 60% for Call One  
• Reducing Software Bug Fix Lead Time From 25 to 15 Days  

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15 Power BI Projects Examples and Ideas for Practice

Master Power BI Skills By Gaining Hands-on Experience on These Amazing Power BI Projects in 2022 | ProjectPro

Preparing for your next BI developer interview? Check out these Power BI projects that will blow your mind with Power BI’s interactive dashboards, exceptional graphs and charts, and many more features.

We will look at some intriguing sample Power BI projects in this blog to help you better understand the role of Power BI in Data Science and how it can help businesses thrive.

Table of Contents

What is power bi, what is power bi used for, how to do visualization in a power bi project, 15 power bi project examples , 1. customer churn analysis, 2. product sales data analysis, 3. marketing campaign insights analysis, 4. financial performance analysis, 5. healthcare sales analysis, 6. anomaly detection in credit card transactions , 7. automl cashflow optimization for insurance company , 8. global health expenditure analysis, 9. loan application analysis, 10. movie sales visualization, 11. airport authority data analysis, 12. covid-19 insights analysis , 13. construction permit data analysis, 14. global energy trade analysis, 15. life expectancy data analysis, 16. twitter analysis dashboard, 17. ott media dashboard, 18. adventureworks database analysis, retail analysis power bi report example, global covid-19 analysis power bi report example, inventory stock analysis power bi report example, cancer analytics power bi report example, customer analysis power bi report example, master data visualization with these power bi projects.

• What projects can I do with Power BI?
• How do you practice Power BI?
• Where can I get practice data for Power BI?

Microsoft Power BI is a Business Intelligence service that enables you to create visually rich and interactive dashboards and reports based on the raw business data acquired from various sources. Apart from the variety of apps, connectors, and services offered by Power BI, there are three basic elements integrated into Power BI- 

Power BI Desktop (a desktop version),

Power BI Service (an online SaaS service), and

Power BI Mobile Applications for several platforms.

Business users utilize these services to collect data and generate BI reports. These three components are all meant to assist in building, exchanging, and leveraging business insights in the most efficient way possible for any business. Some of the benefits of leveraging Power BI include-

Easy Interaction with Existing Applications: Power BI makes it far easier to implement analytics and reporting abilities since it seamlessly connects with your current business environment.

Customized Dashboards: The information dashboard can be tailored to meet the demands of a company. The application can simply include Power BI dashboards and reports to create a smooth user experience.

Advanced Analytics with R Integration: R programming language has several packages focusing on data mining and visualization. Data scientists employ R programming language for machine learning, statistical analysis, and complex data modeling . Data models created in R may be easily integrated into Power BI dashboards and turned into visualizations.

No Storage or Performance Limits: There are no memory or speed constraints when migrating an existing BI system to a robust cloud environment with Power BI integrated, ensuring that data can be fetched and analyzed efficiently.

Securely published reports: Power BI enables automatic data refresh and publishes reports securely, allowing users to access the most up-to-date data.

New Projects

There are various tools and techniques for analytics and machine learning in the fascinating and extensive realm of data science. Power BI is a high-level, all-in-one solution for data analytics in data science. Data science aids in the discovery of relevant and productive trends and insights. It involves analyzing the data and also assists us in identifying entirely new features in it. Business intelligence is sifting through data to extract meaningful organizational ideas and insights. BI enhances and strengthens the business infrastructure to get desired or projected results.

Many data sciences and analysis tasks can be automated with Power BI, eliminating the need for spreadsheets and static presentation tools. One of Power-most BI's most impressive features is its ability to create stunning visualizations. The software is packed with excellent and eye-catching visualization templates. The integration of Power BI into Data Science holds great importance for businesses. This allows for smooth and effective data visualization, which plays a vital role in an organization’s success. 

With the help of Power BI, visualization in Data Science can be taken a notch further. Businesses and Data Scientists rely heavily on Power BI-aided data visualization for various projects. Numerous visualization types and charts are available in Power BI for creating effective visualization for data science projects .

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There are two ways to generate visualization in Power BI. First, add items to Report Canvas from the right side pane. Another way you can do this is by dragging the fields from the right sidebar to the value axis under Visualization. By default, Power BI selects the table type visualization. To each axis, you can add as many fields as necessary. You can also click and drag your visualization to rearrange it on the reporting panel. You can easily toggle between various charts and visualizations from the Visualization window. Your specified fields are transformed to the new visual format as accurately as possible.

Let us now understand how one can perform data visualization in Power BI.

The first thing you need is data. Power BI can connect several data sources- Excel, Web, etc. The options from which data can be imported into the Power BI desktop are all visible once you click the Get Data icon. You can view the data in the Fields pane once it has been loaded.

After loading the sample data into the Power BI desktop, you can modify it with the help of Query Editor. Regardless of the data source, query editors are helpful for editing datasets . In the query editor, you can perform changes like renaming a dataset and removing one or more columns, among other things.

In Power BI, removing columns from the dataset or modifying the data types in the columns is relatively easy. You can remove columns by simply choosing the Remove Columns option after selecting the desired column. Likewise, the query editor makes it simple to perform a wide range of actions like removing and adding rows, transposing, pivoting, and splitting.

Once the dataset is complete and has undergone all necessary modifications, you can move on to creating the dashboard. Both bubble and shape maps are available for map visualizations in Power BI. To plot measure values, Power BI offers several combination chart types. Suppose you want to display overall sales and revenue on the same chart. The ideal option for this type of scenario is combination charts.

You can change the colors in the charts in BI dashboards. There is a color selection option when you choose any visualization.

Additionally, the application has an analytics feature that allows you to draw lines for data visualization according to your preferences. Power BI also has the option to add various shapes, texts, and images when visualizing data.

This blog lists 15 Microsoft Power BI projects for you. We have categorized these Power BI examples into beginner, intermediate, and advanced levels. You can choose any of these power bi projects for practice to upskill yourself in the Data Science domain. 

Beginner-Level Power BI Project Basic Examples

In this section, we have included some Power BI projects for students. These simple Power BI projects will enable you to understand business intelligence applications and build a successful career as a data scientist.

The customer churn analysis project is one of the easiest and most popular Power BI sample projects. Customer Churn Analysis reveals regional customers' product sales and profits. Analytical users can use it to analyze regional business growth across geographies to gain valuable insights and distribute profits among customers. They can receive extensive data by using the right visualizations and data structure. The project includes regional cash inflows and product-specific customer churn over time.

For this beginner-friendly project, use the customer segmentation dataset available on Kaggle. In the analysis overview page, you could use Combo Charts, Cards, Bar Charts, Tables, or Line Charts; for the customer segmentation page, you could employ Column Charts, Bubble Charts, Point Maps, Tables, etc.

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Businesses must keep detailed records of their sales for a variety of reasons. However, if there is too much data, it often becomes difficult to keep track of everything. Analyzing sales data allows companies to keep track of their sales and answer all critical questions regarding their performance.

This sales data analysis project entails analyzing a company's sales data and indicating profit by product, sales, and other significant factors that might influence the company's performance. You can use Microsoft's sample dataset . The data set must be connected to Power BI Desktop to remove irrelevant data before visualizing and exporting the filtered data as dashboards. The dashboard could leverage Power BI visualization types such as Pie Charts, Bar Charts, Doughnut Charts, Funnel Charts, etc.

The project idea is to showcase the efficacy of various marketing campaigns and the performance of product groups and platforms using any marketing analytics dataset. This project is an excellent approach for a marketing manager to assess the success of marketing campaigns.

Use the Marketing Analytics dataset available on Kaggle for this beginner-level project. For the data visualization dashboard, you can explore many of the Power BI visualization types, such as Bar Charts for category-wise expenditures, Column Charts for campaign success rate, Smart Narratives for displaying the key highlights of the campaign, Bubble Charts for customer-wise spending, Cards for showing individual data insights, etc.

Financial performance analysis is one of the most intriguing Power BI project ideas for beginners. This business intelligence project approach is based on optimizing financial analysis for a firm that provides accounting services to clients who seek timely delivery of critical financial reports. You can set up the analysis to quickly access reliable financial data. The project might be used to: migrate traditional financial reporting from Excel to current BI dashboards and provide customers with an effective tool to track their financial health and productivity.

Refer to the multi-company financial dataset available on Kaggle. You can leverage Power BI data visualization in this project for three different cases-

- for the summary/overview page, you can use Funnel Charts, Combo Charts (Column Charts, Line Charts, Waterfall Charts); 

-for the income statement page, you can use Cards, Funnel Charts, and Combo Charts (Line Charts and Column Charts); and

- for the balance sheet page, you can use Cards and Tables.

This business intelligence project idea enables those in the Animal Healthcare sector to efficiently track the sale of products dedicated to treating minor animal species. Businesses may instantly compare product sales in top-ranking and bottom-ranking cities. The project could generate a thorough report on therapeutic group-wise sales and the sales trends for any specified period.

You can refer to the pharma sales dataset available on Kaggle. For the data visualization on Power BI, you might use Tables for displaying the therapeutic group-wise sales, Column Charts for monthly sales trends; Bar charts for top and bottom-ranking cities; and also, you can include Treemaps, Cards, Smart Narratives, etc. You can also check out the Microsoft Power BI community for some beginner-friendly power bi project examples.

Learn more about Big Data Tools and Technologies with Innovative and Exciting Big Data Projects Examples.

Intermediate-Level Power BI Project Ideas

If you’re already well-versed with the Power BI data visualization tool and are willing to strengthen your data analytics skills further as a Data Scientist, here are some power bi projects for resume-

The first Power BI project idea we have come up with is Anomaly Detection in Credit Card Transactions. Anomaly Detection is a machine learning technique for detecting unusual things, events, or observations that differ considerably from the rest of the data and look suspicious. You can implement this machine learning method in three ways- supervised (for labeled datasets), semi-supervised (for normally trained datasets), and unsupervised (for datasets without any labels).

For this project, you can use the credit card dataset by Delaware available on their open data platform itself or the credit card fraud detection dataset from Kaggle. You must first import the dataset into the Power BI desktop, maybe via a web connector. You can then leverage Power BI to train your anomaly detector or use a pre-trained model. To label outliers in Power BI, you'll need to run a Python script in the Power Query Editor and use the get_outliers() method. Finally, Power BI Dashboard can be used to visualize it. You could also train your anomaly detection model in any IDE or Notebook and then pass it to Power BI for labeling. You can do the data visualization in the Power BI dashboard with the help of Line Charts, Bubble Charts, TreeMaps, etc.

Automated machine learning (AutoML) is the technique of automating machine learning's time-consuming, iterative processes. It enables data scientists and analysts to rapidly create machine learning models while retaining model quality. Any AutoML solution's ultimate goal is to identify the optimal model based on performance metrics.

In this business intelligence project, you can work with the medical cost personal dataset from Kaggle. The business problem involves an insurance company that wishes to improve its cash flow projections by precisely estimating patient charges through demographic and primary patient health risk variables at the time of hospitalization. The first step is accessing Power BI Desktop, loading the dataset, and replicating it. The Python script may then be executed in Power Query, where the compare_models() method can be used to train different models, compare them, and evaluate their performance data. You may also use the automl() function to find the best-performing model out of all of them. For the resulting dashboard, you can leverage Power BI dashboard features such as Bar Charts, Bubble Charts, Tables, etc.

One of the most helpful Power BI project ideas is the Global Health Expenditure Analysis. This project idea is based on implementing clustering analysis in Power BI using PyCaret. Clustering is a method for bringing data items together that have similar features. These classifications help study a dataset, detect patterns, analyze data, and data clustering help in identifying underlying data structures.

In this case, use the current health expenditure dataset from the WHO Global Health Expenditure database. From 2000 to 2018, the dataset includes health expenditure as a percentage of national GDP for over 200 nations. Also, you could use the K-Means clustering algorithm for the clustering analysis. Visualize the cluster labels in Power BI Dashboard to gain insights after you have loaded the dataset in Power BI Desktop and trained your clustering model in Power BI. For the summary page dashboard, you might choose visualization chart types such as Filled Maps, Bar Charts, etc., while for the detailed visualization, you can use Point Maps.

This project concept entails evaluating loan application data to find abstract 'topics,' which are then used to assess the impact of specific topics (loan types) on the default rate. It is based on implementing the Latent Dirichlet Allocation (LDA) topic model in Power BI. Topic modeling aims to automatically analyze a collection of documents and determine their abstract ‘topics’.

For this project, you can use the Kiva dataset on GitHub, which covers loan data for 6,818 accepted potential borrowers. The loan amount, nationality, gender, and some text data from the borrower's application are included in the dataset. Once you have loaded the dataset in Power Bi desktop, trained your model, and the topic weights are added to the original dataset in Power BI, you can visualize it in the Power BI dashboard by employing the Word Cloud feature, Pie Charts on basic maps, Bar Charts, Scatter Charts, etc.

The movie sales visualization project is one of the most exciting Power BI project ideas. This project aims to take a dataset that shows movie sales over time and turn it into an interactive visual experience. You can use the IMDb dataset for 2006 to 2016, available on both IMDb and Kaggle. The dataset includes a list of movies having an IMDb score of 6 or higher and the parameters Budget, Gross, Genre, and Scores. 

You can create a custom Radial Bar Chart and use Slicers to pick Genre, Country, and score range to be integrated directly into PowerBI. This would display parameters such as Average Score and Gross Collections for the selected set. Plotting a Histogram on the score variable using year and genre as slicers will show the frequency distribution of the IMDb scores. A KDE plot can provide a density graph and insights into the average rating for a specific genre and distribution for a given timeframe.

Advanced-Level Power BI Project Ideas

Lastly, we have listed some of the best power bi projects for professionals who need some interesting power BI projects with dataset to try their hands on. 

The Airport Authority Data Analysis project aims to provide a clear picture of all the significant airport data. The total number of flights (incoming and departing flights), the total number of flight delays (arrivals and departures), ground processing time, and the passenger feedback section can all be included in the summary page of this project’s dashboard. In case of flight changes, emergencies, or delays, this analysis could assist airport management authorities in making timely data-driven choices.

For this project idea, you can use the Airline delays and cancellation dataset available on Kaggle. The dataset includes multi-year airline data from 2009 to 2018 to provide more time-series insights. For flight analysis, you can use Power BI visualization options like Cards, Bar Charts, Flow Maps, TreeMaps, and Tornado Charts. For passenger feedback, you might prefer to use Bar Charts, Column Charts, or Cards.

Covid-19 Insights Analysis is one of the most popular Power BI project ideas among individuals. The project aims to thoroughly overview the Covid-19 pandemic's essential parameters, the latest situation, and detailed country-level evaluations. You can create a dashboard that gives valuable information regarding cases (active, deceased, or recovered), mortality, and recovery rates by nation and timeframe. Also, the dashboard might even include a management summary of the most important KPIs and a thorough analysis of individual report pages.

Refer to the Covid-19 dataset available on Kaggle for this project idea. As for the Power BI data visualization features, you can use- Bar Charts, Point Maps, Line Charts, and Column Charts for the overview page; Doughnut Charts for category-wise case analysis; and Decomposition Trees for country-wise case analysis. You might also use Heat Maps to enhance your project’s dashboard visualization.

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The project idea is to help construction firms better understand the industry by allowing them to dig deeper into the specifics and research relevant incidents. You can focus your project on details such as investment growth over time, investment concentrations in specific areas if the investment is impacted by Category, Contractor, or Individual, market status, and which categories, individuals, and permits are driving the market.

For this project idea, use the Seattle building permits dataset from Kaggle. You can perform  Power BI data visualization with the help of Regional Maps, Pie Charts, Bar Charts, Tables, Cards for the main page, Bar Charts, and Line Charts for depicting contractor competitions and category-wise growth, etc.

One of the most unique power bi projects ideas is the Global Energy Trade Analysis. This project concept includes various topics concerning global energy exchange and production. It addresses several topics, such as the expansion of wind energy, energy consumption as a different basis for comparing national economies, etc.

For this unique project idea, use the international energy statistics dataset from Kaggle. The resulting dashboard could display total energy statistics on production, exchange, and usage of primary and secondary energy, conventional and non-conventional energy sources, and new and renewable energy sources. For the dashboard, you can use Power BI visualization types such as Bar Charts, Flow Maps, Cards for the overview page, Ribbon Charts, Treemaps, Bar Charts for the energy production and exchange pages, etc.

This project will analyze life expectancy data by looking at factors such as immunizations, mortality, finances , social factors, and other health-related issues. It will make it easier for a country to identify the predicting factor contributing to a lower life expectancy value. This will also aid in recommending to a country which areas should be prioritized to effectively raise the population's life expectancy.

Use the life expectancy dataset by WHO on Kaggle for Life Expectancy Data Analysis. Power BI visualization types such as Gauge Charts, Pie Charts, Line Charts, and Point Maps can be used for the overview page, while Tornado Charts, Doughnut Charts, Treemaps can be used for depicting country-wise data, etc.

Power BI Projects Github

Here are a few unique project ideas from GitHub that will help you better understand the various applications of Power BI.

This project entails implementing an end-to-end Twitter data analysis/ETL pipeline. For this Power Bi project idea, use the Twitter data from Github . After extracting the data, you will transform it from JSON to CSV and create all the necessary derived attributes. You will then use NLP analysis to classify the tweets' content and determine their sentiment score. Once you finish the ETL process, you can move on to visualize your data using Power Bi reports. For creating the dashboard, you will use pie charts, bar graphs, line charts, tree maps, doughnut Charts, etc.

This unique Power BI project entails visualizing various information related to multiple OTT platforms such as Netflix, Hotstar, Amazon Prime, etc. You can access this project's entire OTT media platform dataset from Github. Use the Query Editor in Power BI for data cleaning and preparation. Once your data is ready for visualization, you can display the visuals using various plots, graphs, cards, etc.

Suppose you have learned all the basics of Spark. What’s next? Start exploring ProjectPro’s repository, where you will find different Spark Projects for Practice.

You can work with the AdventureWorks data available on GitHub for analysis & visualization. Perform the query editing in Microsoft SQL Server Management Studio and use Power BI for the visualization part. Also, use MS Excel and Power BI's query editor for analysis.

Power BI Report Examples

Below are a few interesting Power Bi report examples to help you understand the power of data visualization using Power BI.

The retail analysis report presents a dashboard that analyzes product sales data from various retailers across various regions. The metrics include new-store analysis and a comparison of this year's performance to last year's in terms of sales, units, gross margin, and variation.

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With interactive visualizations based on readily accessible data, the Global Covid-19 Analysis Report contributes to fully disclosing COVID-19 trends worldwide. The report includes maps showing Vaccinations, Progress to Zero, Rt, Spread Analysis, Testing, and Risk Levels.

The inventory stock analysis report contains additional details on stock inventory and represents an analysis of stock inventory for 2018. Using this dashboard, you can forecast "Availability of Stock" and "Time to Replenish Stock" using information from the fulfillment cycle and markdown variance.

The Cancer Analytics report offers a brief overview and a thorough analysis of cancer patients in the US. It enables you to evaluate the mortality rates of each type of cancer, divided according to several factors. You can use the Cancer Analytics Dashboard to make well-informed decisions about the growing number of cancer patients in America.

The Customer Analysis Report highlights product sales and profit for local customers. It can be helpful for analytical users to gain valuable information on customer profit distribution and business growth across areas. The main highlights of the Customer Analysis report dashboard are the region-specific cash inflow and the clients' product-specific turnover.

These real-time power bi projects will help beginners and professionals upskill and master the ability to integrate business intelligence into Data Science. By working on these project ideas, you will gain a deeper understanding of leveraging Power BI for a data-driven approach to various data science industries and becoming job-ready. In case you are looking for some free Power BI projects for practice with solutions, you can head to open-source platforms like GitHub or Kaggle . ProjectPro offers more than 250 end-to-end project solutions around Data Science and Big Data, including some interesting data visualizations. 

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FAQs on Power BI Projects

1. what projects can i do with power bi.

Some of the projects you can do with Power BI are

Energy Trade Analysis

Covid-19 Analysis

Customer Churn Analysis

Movie Sales Visualization

2. How do you practice Power BI?

You can practice Power Bi by working on some unique and easy real-time Power BI examples available on ProjectPro, Github, Kaggle, etc.

3. Where can I get practice data for Power BI?

You can get practice data for Power BI in the platform itself, as the Power BI service has pre-built samples available.

Sign in to the Power BI service.

Browse to the workspace where you want to install the sample, whether it is My Workspace or another.

Select ‘Get data’ in the bottom-left corner. Choose Samples from the Get Data page that appears.

About the Author

Daivi is a highly skilled Technical Content Analyst with over a year of experience at ProjectPro. She is passionate about exploring various technology domains and enjoys staying up-to-date with industry trends and developments. Daivi is known for her excellent research skills and ability to distill

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Practice Papers

Detailed implementation of a reproducible machine learning-enabled workflow.

• Kenneth E. Schackart III
• Heidi J. Imker
• Charles E. Cook

Machine learning (ML) and advanced computational methods are powerful tools for processing and deriving value from large data volumes. These methods are being developed and deployed rapidly, but best practices are still evolving regarding code and data standards, leading to irreproducibility of ML-enabled research. In this Practice Paper, we describe our efforts to make a ML-enabled research project to create a global inventory of biodata resources open and reproducible. To contribute to community conversations on evolving norms and expectations, we present our experiences as a practical, real-world case study that includes the implementation details as well as our overall approach and subsequent decisions. Our goal in openly sharing this experience is to provide a concrete example that others may consider as they look to vet, adapt, and adopt similar strategies to make their own work open and reproducible.

• computational reproducibility
• open science
• research software
• machine learning workflow
• biodata resource inventory

1. Introduction

There is broad concern over the lack of reproducibility in science ( Baggerly and Coombes 2009 ; Peng and Hicks 2021 ), with many believing there is a crisis ( Baker 2016 ). While the extent is contested ( Fanelli 2018 ; Leek and Jager 2017 ), concerns about scientific reproducibility are ongoing, and flawed study designs and irreproducible analyses play a role. There have been efforts to encourage better practices, such as pre-publication of study protocols, analysis plans, and all code ( Haring and Bell 2018 ). However, as argued in Haring ( 2018 ), while the different biases in production and reporting of research are largely identifiable and modifiable, continued methodological training for early career researchers is also crucial.

Use of machine learning (ML) in biosciences has proliferated so rapidly that it is difficult for adoption of good practices and proper training to keep pace. Open Science practices, such as public release of code and data, aim to remedy this ( Walters 2020 ). While access to code and data are necessary for reproduction of computational results, such access does not guarantee that results can be reproduced. Indeed, the recent Ten Years Reproducibility Challenge investigated the ability to rerun code and reproduce results from projects ten years or older, and the issues involved resulted in a useful ‘reproducibility checklist’ ( Perkel 2020 ). Additionally, efforts have been made to set standards for reproducible code, including for ML, and they serve as rubrics for assessing reproducibility ( Heil et al. 2021 ). What seems lacking, however, are detailed examples of practical implementations. This work provides such an example by explaining how a ML-enabled study was planned and executed with reproducibility as an explicit goal from the onset of the project.

In our example, the study is a ML-enabled inventory of biodata resources identified from the scientific literature. Biodata resources are biological, life sciences, and biomedical databases that archive research data generated by scientists, serving as the repositories of record for particular data types; as well as knowledge bases that add value by aggregation, processing, and expert curation. These resources are connected through extensive exchanges of data and form a distributed global infrastructure. They are crucial for the entire life science research endeavor and are used ubiquitously.

However, the infrastructure is not well-described. A number of existing resource registries, such as re3data and FAIRsharing, have done a commendable job of cataloging resources either through self-registration by the resource owner or through addition by a curator. However, neither the number of resources nor their location has been systematically explored. A better understanding of the scale of the infrastructure, as provided by this inventory, will aid funders and other stakeholders in addressing challenges to sustainability faced by the infrastructure. The methods and results of creating this inventory are fully described elsewhere ( Imker et al. 2023 ). However, during preparation of that manuscript we realized that there were many additional details to share about how we attempted to design and implement a reproducible workflow—details we wish we had found in the literature ourselves.

As context for this reproducibility case study, the following provides an outline of the research project ( Figure 1 ), and we invite readers to access the openly available article referenced above for additional details. Briefly, the study first utilized the API of Europe PMC ( europepmc.org ) ( The Europe PMC Consortium 2015 ), which is a data resource that archives a large corpus of medical and life sciences publications ( Ferguson et al. 2021 ). Europe PMC provides both individual (browser-based) and automated (API-based) queries. Our workflow started with a targeted query to the Europe PMC API to retrieve the titles and abstracts of publications for which both a URL and the word ‘data,’ ‘database,’ or ‘resource’ are present in the title and/or abstract. The results of the query represented publications that might describe a biological (biodata) resource. A 10% random subset of publications from this initial result was manually classified as describing or not describing a biodata resource (see Imker et al. 2023 and additional documentation in Imker and Schackart 2023 ). Those that did describe a biodata resource were curated to label the resource’s common name (e.g., PDB) and full name (e.g., Protein Data Bank) ( Berman et al. 2000 ). Recently, BERT (Bidirectional Encoder Representations from Transformers) performed well on NLP tasks ( Wolf et al. 2020 ). Several BERT models pre-trained on biomedical corpora (e.g., SciBERT, PubMedBERT, BioMed-RoBERTa-RCT, etc.) were selected from huggingface.co and fine-tuned for the classification (predicting if the article describes a biodata resource) and named-entity recognition (predicting common and full name) tasks. Further downstream processing was performed, including URL extraction and HTTP status checking, before finalizing the inventory.

Flowchart of overall study design to identify biodata resources from the scientific literature. The fine-tuning procedure is not shown. Reproduced unmodified from ( Imker et al. 2023 ) under Creative Commons Attribution License.

During the study, a strong emphasis was placed on Open Science, reproducibility, and robustness of the codebase and documentation for both philosophical reasons (in support of Open Science) and practical reasons (enabling future updating of the inventory). The entire process, from data splitting, model training and selection, to all downstream processing, is encapsulated in a Snakemake workflow ( Köster and Rahmann 2012 ). This allows reproduction of the entire analysis with a single command. Strong standards of code quality were developed and are enforced through the use of static code checking and automated testing. Additionally, significant efforts were made to make all data products findable, accessible, interoperable, and reusable (FAIR) ( Wilkinson et al. 2016 ).

When we began the project, we turned to the literature for robust examples of reproducibility that implemented both open data practices and code standards. Several articles contain excellent conceptual overviews (e.g., Wilson et al. 2017 ; Gruning et al. 2018 ; and a recent synthesis in Ziemann et al. 2023 ), and examples of efforts to implement Open Science practices, including open data and/or computational reproducibility, have been reported from many domains (e.g. Bush et al. 2022 in neuroimaging ; Figueiredo et al. 2022 in ecology ; and Kim et al. 2018 in bioinformatics ). These examples show how reports often focus on a few critical aspects of implementing Open Science practices; for example, although Bush et al.’s work didn’t provide the explicit code details we were interested in, it provides excellent administrative considerations like accounting for trade-offs. Figueiredo et al. provides a clear and detailed ‘kit’ for using computational notebooks in order to both show the value of reproducible workflows as well as enable their adoption. In Kim et al.’s article, they first describe their efforts to reproduce a study in which the original authors had taken steps towards reproducibility, the challenges faced despite those steps, and then their own iteration towards greater reproducibility. While there is similarity between these efforts and our goals, when it comes to implementation, there are many details which are inherently different, if described at all, because of variation in the nature of the work and relevant packages and tools. Not surprisingly, we were unable to locate implementation details that mapped exactly to our project and goals, so we adapted to fit our scenario. As a ML project, we found Heil et al.’s rubrics especially helpful in providing a framework for us to consider and specific goals to aim towards. We recognize that there are other ways of attaining these goals, and projects that have subsequently cited Heil et al.’s standards show this diversity (e.g., Wanner et al. 2023 ; Kaczmarzyk et al. 2023 ; and Heil et al. 2023 ). We offer our experience as just one example of how to make a computationally heavy study reproducible and open. We provide the reasoning behind the various considerations, which may be applicable to other research projects. We also provide specific examples of how those were realized in this study.

2. Have a Plan

‘A goal without a plan is just a wish,’ wrote Antoine de Saint-Exupéry in The Little Prince ( de Saint-Exupéry 1943 ). As with any other part of a research project, planning ahead makes the path to achieving reproducibility as smooth as possible. To this end, early in the project we developed an Open Science Implementation Plan ( Imker and Schackart 2022 ). In this document, we outlined the goals for reproducibility and how we planned to achieve them. These goals were organized into four groups: reproducibility of methods, code standards, data standards, and external review/validation ( Figure 2 ).

Graphical overview of the objectives of the study and the tools and methods used to address them regarding reproducibility, code quality, and data standards. The execution of these objectives was assessed by external review and validation.

By considering these topics early in the project, we explicitly defined what expectations we had for our Open Science goals. Keeping these goals in mind helped ensure that the effort and resources required to obtain them was anticipated and considered a core aspect of the project. This minimized the accumulation of technical debt that would have been time-consuming and difficult to address near the end of the project.

3. Reproducibility of Methods

We found the reproducibility standards (bronze, silver, gold) defined by Heil et al. ( 2021 ) useful for ranking reproducibility levels. In our case, bronze alone was not acceptable (data published and downloadable, models published and downloadable, source code published and downloadable). Obtaining silver was acceptable (bronze + dependencies set up in a single command, key analysis details recorded, analysis components set to deterministic), but the gold standard was our goal (silver + entire analysis reproducible with a single command).

3.1. Meeting the bronze standard

The bronze standard of reproducibility is characterized by having the following published and downloadable: all data necessary for reproduction, trained models, and source code.

Data availability and, more broadly, FAIRness (findability, accessibility, interoperability, and reusability) will be further discussed in a later section. To address the minimum requirements of the bronze standard, all data are available for download from the project’s Github and Zenodo repositories.

Model availability is addressed in a few ways. All of the models used in this project were pre-trained by other groups and made available on HuggingFaceHub (HFHub, https://huggingface.co/ ). As part of model training, these pretrained models were fine-tuned to various tasks (sequence classification and token classification). These fine-tuned models are made available on HFHub.

All source code is stored in two places. First, GitHub serves as a ‘living’ repository. An important aspect of Open Science is providing a place for open discussion (and criticism) of methods. The GitHub Issues system permits and encourages free and open commentary of computational methods. However, GitHub repositories are not immutable. It is important to have the methods, as described in the original publication, preserved and available, so the source code used to obtain the results in the associated full publication mentioned above has been archived as a code release on GitHub and also deposited into the Zenodo archive unmodified.

3.2. Meeting the silver standard

The silver standard requires, in addition to those aspects listed in the bronze standard, that all dependencies can be installed and set up with a single command, key analysis details are recorded, and all analysis components are deterministic (not random).

A common challenge for reproducibility is having simple installation procedures. To reach the silver standard in this regard we wanted it to be possible to install all dependencies with a single command. For Python-based projects that is often possible with the command ‘pip install -r requirements.txt’ ( pypi, n.d. ). However, sometimes other dependencies not covered by pip need to be installed. To simplify this step, we utilized Make (GNU Make v42.1) ( GNU Make 1988 ). While Make is a powerful tool intended for the control of executable files, we use it only for effectively creating aliases for shell commands. In the case of installation, we provide a Make target called ‘setup’. By doing so, the user can simply type ‘make setup’ and shell commands are executed to install all dependencies, including running pip (v21.1.2) for installing Python dependencies ( pypi, n.d. ) and renv (v0.14.0) for installing R dependencies ( Ushey 2022 ).

In addition to providing a simple pip install procedure we created a conda installation procedure ( Conda 2017 ). While using pip to install dependencies at the user level is sufficient in isolated environments, such as Google Colab ( https://colab.research.google.com/ ), it can lead to conflicts on other systems if a virtual environment is not used. Conda (v22.9.0) provides an isolated environment in which the project-specific dependencies are installed. By providing a conda environment description (yaml) file, it is possible to recreate the conda environment in a single command.

Beyond virtual environments, containers such as Docker ( Merkel 2014 ) are often used for documenting and sharing computational environments directly. However, containers can be challenging to use in certain environments. We wanted this project to be reusable for people with a wide range of technical skills, including those who may not have ready access to a robust computational infrastructure. This is especially important when thinking of potential users on a global scale, whose access to resources will be highly variable. This dependence on access to computational resources has been noted as an important part of data democratization ( Hook and Porter 2021 ). Here, we designed this project to be run on Google Colab for its low barrier to entry and its provision of graphics processing units (GPUs) for free use. Unfortunately, Colab does not natively support common container services such as Docker. However, by providing several options for dependency installation we hope that future users can find one to suit their needs.

Sufficient documentation of ‘key analysis details’ is subjective. To satisfy this requirement, in addition to an overview README that describes the entire repository, we provide README files in every directory within the repository. These explain what the various files/scripts are and how they relate to each other. Since 2021 GitHub supports the use of Mermaid, a JavaScript-based diagramming and charting tool ( Sveidqvist 2014 ), in markdown files, which we leverage to create informative flowcharts illustrating workflow logic.

An often overlooked key to reproducibility in computational methods, particularly ML methods, is seeding pseudo-random processes such that they are deterministic ( Ahmed and Lofstead 2022 ; Heil et al. 2021 ). The random numbers generated by pseudo-random number generators can have significant effects on the trained model and model performance ( Ahmed and Lofstead 2022 ). So, to make the process reproducible, we added options to use seeding to make the processes deterministic.

3.3. Meeting the gold standard

The gold standard implies that the entire analysis can be run with a single command ( Heil et al. 2021 ). Such single-command analyses require the use of a workflow manager, of which there are several options. We utilize Snakemake (v7.1.1), which facilitates automation through the definition of ‘rules’ or steps that take inputs and generate outputs. By stating what outputs are desired Snakemake creates a directed acyclic graph of which rules must be executed to create the specified output. For instance, in this project we specify that we would like the final output file to contain the classified articles along with extracted metadata. If the final output is not present, Snakemake executes all necessary steps in the pipeline including data splitting, model training and comparison, classification and Named Entity Recognition (NER), and all downstream processing. With the help of a Make alias, the Snakemake workflow for reproducing all results can be run with the single command ‘make train_and_predict’.

It is important to be able to reproduce all results from the raw data to final results, including model training. However, model training is resource intensive, and may require the use of specialized hardware such as a GPU for training to be performed in a reasonable amount of time. Requiring that all models be trained to reproduce results may be a practical challenge to reproducibility. To minimize the computational resources necessary for reproduction all fine-tuned models are available in HFHub. If the fine-tuned models are downloaded and present when Snakemake is run then Snakemake will not execute model training.

4. Beyond Reproducibility

The goal of reproducibility is to allow anyone to reproduce the results of published research. We have provided, as described above, a system that allows the results of the inventory of global biodata resources to be reproduced. However, this project was also designed to allow the entire analysis to be rerun periodically. Strictly speaking, this goes beyond reproduction since the underlying data is expected to change as more publications are added to the corpus of literature archived in Europe PMC, so the methods developed need to be generalizable. Generalizability benefits from the same considerations as reproducibility but tends to include additional challenges.

We approached generalizability with the same standards as reproducibility and wanted to make updating the inventory possible with a single command. To this end we designed a second Snakemake workflow for periodically updating the inventory. For this process the trained models can be automatically obtained from Zenodo using the setup command. The previously best performing models for each task are used, which eliminates the need for retraining and evaluation.

5. Code Standards

We’ve taken the philosophy that the results of a computational research project are no more trustworthy than the code used to produce them. Trustworthiness of code is dependent on code quality, including considerations such as readability and robustness. In this section we will describe the measures taken to ensure code quality such as code formatting, static code checking, and automated testing.

5.1. Code formatting

To accomplish Open Science, accessibility of code should not be limited to code being publicly available. True accessibility requires that code also be readable and well documented. A good first step is to utilize a code formatter, which all modern programming languages have. We used yapf v0.31.0 to format all of the Python code in this project ( Google Inc. ). Similarly, Snakemake files were formatted with snakefmt v0.6.0, and R files were formatted with styler v1.7.0 ( Hall and Letcher 2020 ; Müller et al. 2021 ). These steps are meant to ensure that all components of the project are readably formatted and documented to maximize their ease of use for others.

5.2. Static code checking

Another measure taken to increase code robustness is static code checking. Again, the code checking tools available will depend on the language. We utilize the linters pylint v2.8.2 and flake8 v.3.9.2 to check all Python code to ensure that community code standards are upheld and to detect code smell (patterns indicative of potential problems) ( Thénault 2001 ; Ziade and Cordasco 2011, p. 8 ). Many of the items that these linters consider can greatly improve code quality and readability. Some examples of considerations of the linters are: line lengths must be limited to predefined thresholds, within any context (e.g., a function) there should not be too many variables, and all functions should have docstrings. These, and many other requirements, encourage developers to write cleaner, more readable code.

Additionally, while type annotations are not required in the Python community, we implemented them as they provide a number of benefits. Type annotations provide built-in documentation by defining the data types of all inputs and outputs of functions. A lesser discussed benefit of type annotations is that they provide an enhanced integrated development environment (IDE) experience since the IDE has more knowledge of the variables and can give better help messages, syntax highlighting, and autocompletion. The final benefit of type annotations is prevention of unforeseen bugs when they are used in conjunction with a static type checker. We used mypy v0.812 to check type compatibility within all our Python code ( Lehtosalo 2012 ). This can significantly reduce the chances of encountering bugs that occur not at compile time (since Python is interpreted and dynamically typed), but instead at runtime, which can be more difficult to resolve and may not show up until running the code at a later time.

While static code checking has many benefits, programmers need not strictly adhere to all suggestions made by the code checkers. Luckily, most tools are configurable. Importantly, the user can disable certain warnings. To ensure portability of these configurations, most code checkers allow for configurations to be defined in a resource configuration (rc) file rather than in global or user settings. Accordingly, we have included our rc files in the GitHub repository so that when someone else runs the code checkers on our published code they yield the same results.

5.3. Testing

A crucial software engineering practice that is often absent from research code is testing. Testing in all of its forms: unit, integration, and end-to-end, defines the specifications of a piece of software and ensures that the software meets those specifications when the tests pass. This has numerous benefits that cannot be understated.

One of the primary benefits is that tests serve as a contract, which is a form of documentation. A unit test of a function explicitly states what kinds of input are expected and what kinds of outputs will be produced. For documentation, the only thing better than telling what a function does (through comments and docstrings) is showing through tests (asserting that when certain inputs are provided, the expected output is returned). While the descriptions provided in docstrings and comments are what the developer intends the software to do, a passing test demonstrates that it indeed does what was intended. Conversely, anything not covered in the test cases is where the contract ends. Tests ensure that the code can do what it says.

From an Open Science perspective testing is particularly valuable. Not only does testing provide more detailed documentation than could ever be provided in an article’s methods section, but it facilitates community feedback and contributions. Making changes to software always poses the risk of disrupting previous functionality. When considering applying community feedback or contributions this is problematic. However, with strong test coverage, developers can have more confidence that updates do not introduce breaking changes, as long as all previously passed tests still pass. Indeed, they provide a clear avenue for addressing bugs which may be caught by the community. Developers can add another test case that exposes the bug, then modify the code such that the new test and all previous ones pass. This is effectively amending the contract provided by the tests so that it is more comprehensive. Without tests in place developers would have to check that the code still behaves as described manually. Such checking is so error prone that many researchers may be hesitant to implement changes suggested by others.

Of course, adding strong test coverage does require more work than, for instance, implementing static code checks or formatting. Without tests, though, code must be manually assessed to ensure that a given piece of software is able to perform its intended task, and there is a barrier to implementing community feedback. Further, a lack of tests is a form of technical debt, and the price is paid when trying to refactor or fix bugs.

Pytest v6.2.4 was used as a testing framework for all Python code in this project ( Krekel 2004 ). Pytest plugins for flake8, pylint, and mypy are used to include static code checks of each file as part of the test suite (pytest-flake8 v1.0.7, pytest-pylint v0.18.0, pytest-mypy v0.8.1) ( Bader 2016 ; Gee 2015 ; Lockhert, 2015 ). This makes it such that the test suite cannot pass without all static checks passing. Additionally, most functions have associated tests, and most scripts also have end-to-end tests that ensure that they properly reject bad inputs and produce correct output when given good input. While we aim to have good test coverage, some functions and scripts are not comprehensively tested. This is generally the case for functions/scripts that take a very long time to run, such as the actual process of model training. Additionally, the Snakemake workflows developed are not formally tested using an automated testing framework, although it would be best to do so and we may implement this at a later time.

5.4. Configurability

Our aim was that the users of code, whether for reproducibility, generalization, or separate implementation, would not need to edit source code to change its behavior within the intended use cases. Parameters that may change could be supplied as inputs/arguments instead. Often, this means that paths to input files should not be hard-coded but rather passed in when calling a script. In terms of ML projects, this also often applies to hyperparameters.

One solution to this is to use parameterization extensively and, in order to make the analyses reproducible, to store the parameters used in configuration (config) files. By doing so, others can see what parameters were used to generate the results. This process additionally gives future users a clear indication of what parameters are likely okay to change, all without them having to edit any source code.