9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.


9 minute read

Case study presentation example

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Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actuallyl ead to lost sales and missed opportunities.

When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully , proving that the winning deck is not a monologue but a conversation that involves the reader.

Let me show you shape your case studies into compelling narratives that hook your audience and drive revenue.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Visual representation of what a case study presentation should do:

where case studies fit in the marketing funnel

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.

In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

  • Problem-solution case study
  • Before-and-after case study
  • Success story case study
  • Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

How to write the perfect case study

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

  • Introduction
  • Company overview
  • The problem/challenge
  • Your solution
  • Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

This is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution.

Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

This refers to making the desired action easy to perform. Show how straightforward it is to implement your solution.

Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

This is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built.

It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

Storydoc next step slide example

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Static PDF example

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Narrator slide example

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Static PDF example

Streamline the design process

Creating a case study presentation usually involves wrestling with a website builder.

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Auto design adjustment

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

  • A video on the cover slide will cause 32% more people to interact with your case study .
  • The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
  • The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

  • The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
  • The timeline slide lets you present your solution in the form of a compelling narrative.
  • A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

  • Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
  • Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
  • The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

  • Various data visualization components let you present hard data in a way that’s easier to understand and follow.
  • The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
  • Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

  • Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
  • Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
  • Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

  • Dynamic variables let you personalize your deck at scale in just a few clicks.
  • Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
  • Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

  • Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
  • Data visualization components can be used to present real estate comps or the value of your listings for a specific time period.
  • Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

  • Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
  • The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
  • Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

  • The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
  • Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
  • Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

ppt framework case study

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

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Theme Junkie

20+ Best Case Study PowerPoint Templates for In-Depth Analysis

In today’s dynamic professional environment, presenting in-depth case studies becomes critical for businesses and individuals alike. This compilation features over 20 of the best PowerPoint templates specifically designed for presenting comprehensive and engaging case studies. Whether you aim to detail the analysis and strategies behind a business decision, or delve into a person’s journey, these assets can streamline your process and elevate your presentation.

Each template is carefully curated, equipped with slides that cater to an array of elements necessary for a persuasive case study – presenting research, displaying data, sharing interviews, and more. With these templates at your disposal, you can easily translate raw information into an insightful and visually appealing narrative.

Available in both free and paid options, these PowerPoint templates encompass a diverse set of designs and formats. Be it a start-up pitch or an academic research presentation, this post brings forward a wide variety of quality tools for crafting impactful case studies.

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Agency Portfolio PPT

Agency Portfolio PPT

Ciri PPT Template

Ciri PPT Template

The X Note Template

The X Note Template

Analysiz Powerpoint

Analysiz Powerpoint

Bolo PPT Template

Bolo PPT Template

Clean Business PPT

Clean Business PPT

Blue case study powerpoint template.

Blue Case Study PowerPoint Template

The Blue Case Study PowerPoint Template offers a sleek and modern design, perfect for various presentations. Designed meticulously, this 18-slide multipurpose template allows users to easily edit graphics and texts. It’s user-friendly, simply drag and drop pictures into placeholders. The template, ideal for seminars, webinars, business presentations, arrives with a documentation file and free support. Recommended free web fonts included. Note, preview images aren’t included within download files.

Black & Yellow Study PowerPoint Template

Black & Yellow Study PowerPoint Template

The Black & Yellow Study PowerPoint Template is a sleek, easy-to-use resource perfect for presenting information in an engaging way. With 35 customizable slides, charts and graphs for data representation, and drop-and-drag image placeholders, it balances professional design with practical features. Ideal for students, workers, or any professional who needs to visually communicate information, this template enhances any presentation. Note: preview photos are not included.

Vibrant Case Study PPT Template

Vibrant Case Study PPT Template

Introducing the Vibrant Case Study PPT Template: a modern, versatile tool perfect for enhancing business presentations, project pitches and lookbook slides. Features include a 16:9 widescreen format, resizable and editable graphics, and a convenient drag & drop picture placeholder. The package comes with PowerPoint and XML files, as well as a helpful guidance file. Please note, images are not included.

Stylish Case Study PowerPoint Template

Stylish Case Study PowerPoint Template

The Stylish Case Study PowerPoint Template by Decentrace is a clean, contemporary, and professional-grade deck design perfect for various business endeavours. Whether it’s a case study proposal, a sales report, or a startup pitch, this template, boasting of 25 total slides, resizable graphics, and free fonts, is an excellent tool. It comes with a handy help file and allows for easy image placement. However, images shown are just previews and not included in the file.

Case Study PowerPoint Template

Case Study PowerPoint Template

The Case Study PowerPoint Template by RRGraph Design is an all-inclusive tool for enhancing your business presentations. With 30 unique slides, 90+ customizable XML files, and options for light and dark backgrounds, it transforms every stage of your business development into engaging visual stories. Handmade infographics give an authentic touch to your brand’s narrative. Please note, image stocks are not included.

Case Study Presentation Template

Case Study Presentation Template

The Case Study Presentation Template is a professional PowerPoint template designed to enhance the quality of your next presentation. It comes with a helpful ‘Read Me’ text file and includes 30 easily customizable slides in seven different color themes. Despite the absence of images, its organization into named groups and ability to change size, recolor, and more make it a highly versatile asset.

Buminas Case Study PowerPoint Template

Buminas Case Study PowerPoint Template

The Buminas Case Study PowerPoint Template is a clear, versatile tool that can be used for a wide range of business presentations including finance, marketing, management, and many more. Its features include 30 unique, easily editable slides, free web fonts, and widescreen ratio. Keep in mind, demo images are for preview purposes only and are not included in the files.

Fun Case Study Presentation Template

Fun Case Study Presentation Template

The Fun Case Study Presentation Template is a unique yet professional choice for those needing a clean, creative and straightforward template. It features more than 20 unique slides, theme color options, resizable graphics and drag and drop photo replacement. The full HD 16:9 ratio and the minimal design make your presentation visually appealing. Easy to customize in Microsoft PowerPoint to match your personal or company brand.

Purple Case Study PowerPoint Template

Purple Case Study PowerPoint Template

The Purple Case Study PowerPoint Template offers a professional style that is easy to fully customize according to your preferences. Offered in both a dark version and a light version, this template is editable in PowerPoint format files, allowing you to alter images, colours, and text. It also features unique font themes, a color scheme, image placeholders, and free font use. Please note, preview and image stocks are not included.

Case Study Finance PowerPoint Template

Case Study Finance PowerPoint Template

The Case Study Finance PowerPoint Template offers a sleek and professional look for various presentations. It’s great for financial reports, business meetings, project pitches, and other uses. With 30 unique slides, a light background, and all graphics being resizable and editable, this versatile tool makes it easy to customize your presentation. The package also includes XML files, an icon pack, and a help file. Note: Image stocks are not included.

Study Case PowerPoint Template

Study Case PowerPoint Template

The Study Case PowerPoint Template is a flexible and creative asset perfect for both corporate and personal presentations. Boasting a clean, elegant design with 60 total slides – split evenly between light and dark versions – all in a widescreen 16:9 ratio. This user-friendly template, including master slide layouts and a free font, can enhance your presentations, potentially attracting more customers. Note: Images used in preview not included.

Case Study PowerPoint Presentation

Case Study PowerPoint Presentation

The Case Study PowerPoint Presentation is a versatile and interactive creative template that is easily customizable. Crafted for a wide range of uses, from academic presentations to innovative team projects, you can personalize elements like text, images, and colors. Offering over 125 slides, 5 predefined color variations, animations, infographic icons, and an easy drag-and-drop picture replacement, it’s compatible with all versions of PowerPoint. Please note, original template images are not included.

Cestudy Case Study PowerPoint Template

Cestudy Case Study PowerPoint Template

The CeStudy Case Study PowerPoint Template is a resourceful tool designed to amplify your company’s presentations. It comes with 26 distinctive slides, features such as resizable and editable graphics, easy-to-edit colors, and a wide screen ratio. Supported by free, prompt customer service, this template also provides provisions for drag and drop images, enhancing the beauty and creativity of your content.

Acropolis Case Study PowerPoint Template

Acropolis Case Study PowerPoint Template

The Acropolis Case Study PowerPoint Template, provided by RRGraph Design, is an extensive asset for your presentations. With 45 unique slides, over 90 custom theme colors, and options for light or dark backgrounds, this template is fully customizable. It also includes handmade infographics to enhance your storytelling. Designed to accompany your business development stages, it’s a great tool for project presentations and brand recognition.

Casevoke Case Study PowerPoint Template

Casevoke Case Study PowerPoint Template

The Casevoke Case Study PowerPoint Template is a versatile presentation resource suitable for various purposes, including case studies, research, reports, and proposals. It offers 30 easily-editable master slides with 16:9 widescreen ratio, customizable graphics, a placeholder for pictures, and an included data chart. The usage of recommended free web fonts ensures an aesthetically appealing presentation. Please note, images in the demo are for preview purposes only.

Busca Business Case Study PowerPoint

Busca Business Case Study PowerPoint

The Busca Business Case Study PowerPoint is a universally adaptable presentation template, perfect for a spectrum of uses – from creative agencies and corporate business profiles to personal portfolios and start-ups. This asset, featuring 30 easily editable slides available in three color options, boasts a 16:9 wide screen ratio and a simple drag-and-drop mechanism. Please note, demo images are for preview only and not included in the file.

Bresky Case Study PowerPoint Template

Bresky Case Study PowerPoint Template

The Bresky Case Study PowerPoint Template offers a sleek and unique design for a variety of presentation needs. With 25 slides that have been carefully created for aesthetic appeal and usability, it’s a versatile choice for any business, portfolio or branding project. Easy to use and customizable, it focuses on strong typography and incorporates unique mockup devices and portfolio slides, providing a professional and modern feel to any presentation.

Minimal Case Study PowerPoint Template

Minimal Case Study PowerPoint Template

The Minimal Case Study PowerPoint Template is a versatile and user-friendly tool. Ideal for creative agencies, startups, corporations and more, it features 15 customizable slides and easy-to-edit elements. It has an intuitive drag-and-drop image feature, and the text, photos, shapes and colors are all easily adjustable. The template comes in a 16:9 ratio and uses free fonts. Note, images aren’t included.

Case Study and Education PowerPoint Template

Case Study and Education PowerPoint Template

The Case Study and Education PowerPoint Template offers a professional, ultra-modern design for educational and academic presentations. With 20 resizable and editable slides, this versatile template can be used for any topic, from school research projects to management seminars. With user-friendly features like drag-and-drop picture placeholders, free web fonts, and wide screen ratio, creating an engaging presentation becomes effortless.

Case Study PowerPoint Template

Case Study Powerpoint Template is a sleek and professional presentation asset well-suited for those aiming for a clean, creative, and unique style. It features over 20 unique slides, a customizable color palette to match your brand, and is fully editable with easy-to-use drag and drop functions. With its high quality, resizable vector elements and free fonts, it’s an accessible tool to elevate your presentations.

Case Study Business PowerPoint Template

Case Study Business PowerPoint Template

The Case Study Business PowerPoint Template is a sleek, minimalist style presentation tool ideal for various needs such as business proposals, lookbooks, and project pitches. With 30 unique slides, light and dark backgrounds, resizable graphics, and a drag & drop image feature, it offers versatility and ease of use. The package includes PowerPoint files, color schemes, a help file, and an icon pack, although images must be supplied separately.

Case Study Presentation Template

The Case Study Presentation Template is a unique, clean, and professional PowerPoint tool perfect for creating captivating presentations. With over 20 unique, easy-to-edit slides, a full HD 16:9 ratio, and a master slide layout allowing easy photo replacement, this asset is a time-saver. The minimalistic and creative design makes for engaging presentations that align with your brand’s aesthetics.

Scilast Study Case Lab Template PowerPoint

Scilast Study Case Lab Template PowerPoint

The Scilast Study Case Lab Template PowerPoint is a versatile and artistically designed presentation tool. Perfect for both corporate and individual presentations, it boasts of a total of 60 slides, with an equal mix of light and dark themes to suit your style. It’s easily customizable with a widescreen ratio of 16:9 and includes master slide layouts. Please note, images used in previews are not included.

Case study presentation: A comprehensive guide

This comprehensive guide covers everything from the right topic to designing your slides and delivering your presentation.

Raja Bothra

Building presentations

colleague preparing case study presentation

Hey there, fellow content creators and business enthusiasts!

If you're looking to take your presentations to the next level, you've come to the right place.

In today's digital age, a powerful case study presentation is your secret weapon to leave a lasting impression on potential clients, colleagues, or stakeholders.

It's time to demystify the art of case study presentations and equip you with the knowledge to create compelling and persuasive slides that showcase your expertise.

What is a case study?

Before we jump into the nitty-gritty details of creating a compelling case study presentation, let's start with the basics. What exactly is a case study? A case study is a detailed analysis of a specific subject, often focusing on a real-world problem or situation. It serves as a valuable tool to showcase your expertise and the impact your solutions can have on real issues.

Case study presentations are not just reports; they are powerful storytelling tools designed to engage your audience and provide insights into your success stories. Whether you're a marketer, a salesperson, or an educator, knowing how to present a case study effectively can be a game-changer for your business.

Why is it important to have an effective case study presentation?

The importance of a well-crafted case study presentation cannot be overstated. It's not just about sharing information; it's about convincing your audience that your product or service is the solution they've been looking for. Here are a few reasons why case study presentations matter:

Generating leads and driving sales

Picture this: a potential customer is exploring your website, trying to figure out if your product or service is the right fit for their needs. An effective case study can be the clincher, demonstrating how your offering has guided other businesses to success. When prospects witness a proven track record of your product or service making a difference, they are more inclined to place their trust in you and forge a partnership. In essence, case studies can be the catalyst that transforms casual visitors into paying customers.

Building credibility and social proof

In the realm of business, credibility is akin to gold. A well-crafted case study is your gateway to establishing authority and unveiling the remarkable value you bring to the table. It's not just you saying you're the best; it's your satisfied clients proclaiming it through their experiences. Every compelling case study is a testimonial in itself, a testament to your capability to deliver tangible results. In essence, it's a vote of confidence from others in your field, and these votes can be a potent motivator for potential clients.

Educating and informing your target audience

Education is a cornerstone of building lasting relationships with your audience. Case studies are an invaluable tool for teaching potential clients about the merits of your product or service and how it can address their specific challenges. They're not just stories; they're lessons, revealing the real-world benefits of what you offer. By doing so, you position your company as a thought leader in your industry and cultivate trust among your audience. You're not just selling; you're empowering your audience with knowledge.

Increasing brand awareness

Your brand deserves to be in the spotlight. Case studies can serve as a beacon, promoting your brand and its offerings across a multitude of platforms. From your website to social media and email marketing, case studies help you amplify your brand's presence and appeal. As you increase your reach and visibility, you also draw the attention of new customers, who are eager to experience the success stories they've read about in your case studies.

Different types of case study presentation

Now that you understand why case study presentations are vital, let's explore the various types you can use to showcase your successes.

Business case studies presentation : Business case studies presentation focus on how your product or service has impacted a specific company or organization. These are essential tools for B2B companies, as they demonstrate the tangible benefits your solution brings to other businesses.

Marketing case studies presentation : If you're in the marketing game, you've probably come across these frequently. Marketing case studies dive into the strategies and tactics used to achieve specific marketing goals. They provide insights into successful campaigns and can be a great resource for other marketers.

Product case studies presentation : For companies that offer products, a product case study can be a game-changer. It shows potential clients how your product functions in the real world and why it's the best choice for them.

KPIs and metrics to add in case study presentation

When presenting a case study, you're not just telling a story; you're also showcasing the concrete results of your efforts. Numbers matter, and they can add significant credibility to your presentation. While there's a vast array of key performance indicators (KPIs) and metrics you can include, here are some that you should definitely consider:

Conversion rate : This metric is a reflection of how effective your product or service has been in driving conversions. It demonstrates the rate at which visitors take the desired actions, whether it's signing up for your newsletter, making a purchase, or any other valuable engagement.

ROI (return on investment) : It's the financial impact that counts, and ROI is the king of financial metrics. It's a clear indicator of how your solution has provided value, showing the return on the investment made by your client.

Engagement metrics : Engaging your audience is a vital part of the puzzle. Metrics like click-through rates and social media interactions reveal how effectively your solution has drawn people in and kept them engaged.

Customer satisfaction : A satisfied customer is a loyal customer. Showcase customer satisfaction scores or even better, let the clients themselves tell their stories through testimonials. These scores and testimonials are potent proof of your ability to meet and exceed expectations.

Sales growth : When applicable, include data on how your solution has catalyzed sales growth. Sales growth is a pivotal indicator of the practical, real-world impact of your product or service.

However, it's important to note that there are some general KPIs and metrics that are commonly used in case study presentations. These metrics are not only universal but also highly effective in conveying the success of your case study:

  • Website traffic : The number of visitors to your website over a specified period is an important indicator of the reach and impact of your case study. It shows how many people were interested enough to seek more information.
  • Conversion rate : This percentage reveals how successful your website is at converting visitors into taking a desired action. Whether it's signing up for a newsletter, making a purchase, or any other specific action, a high conversion rate signifies effective engagement.
  • Customer lifetime value (CLV) : The CLV is a valuable metric, representing the average amount of money a customer spends with your company over their lifetime. It's a testament to the long-term value your product or service provides.
  • Average order value (AOV) : The AOV showcases the average amount of money a customer spends in a single transaction. It's a metric that demonstrates the immediate value your solution offers.
  • Net promoter score (NPS) : This customer satisfaction metric measures how likely your customers are to recommend your company to others. A high NPS indicates satisfied customers who can become advocates for your brand.

Incorporating these KPIs and metrics not only adds credibility to your case study presentation but also provides a well-rounded view of your success story. It's the data that speaks the loudest and validates the impact of your product or service.

How to structure an effective case study presentation

Structuring an effective case study presentation is essential for conveying information clearly and persuasively to your audience. Whether you're presenting to colleagues, clients, or students, a well-organized case study presentation can make a significant impact. Here are some key steps to structure your case study presentation effectively:

1. Introduction :

Start with a brief introduction that sets the stage for your case study. Explain the context, the purpose of the study, and the key objectives you aim to achieve. This section should pique the audience's interest and provide a clear understanding of what to expect.

2. Background and context :

Provide a comprehensive overview of the background and context of the case study. This might include the industry, company, or problem under consideration. Explain why the case study is relevant and the issues it addresses. Make sure your audience understands the "why" before delving into the details.

3. Problem statement :

Clearly define the problem or challenge that the case study focuses on. This is a critical element as it helps the audience grasp the significance of the issue at hand. Use data and evidence to support your claims and emphasize the real-world impact of the problem.

4. Methodology :

Describe the methods and approach you used to analyze the case. This section should outline your research process, data collection tools , and any methods or frameworks employed. It's important to demonstrate the rigor of your analysis and data sources.

5. Findings and analysis :

Present the key findings and insights from your case study. Use data, charts, graphs, and visuals to make the information more accessible and engaging. Discuss your analysis and provide explanations for the findings. It's crucial to show a deep understanding of the problem and its implications.

6. Solution or action plan :

Outline the solution, recommendations, or action plan you've developed based on your analysis. Explain the rationale behind your proposed solution and how it directly addresses the problem. Include implementation steps, timelines, and any potential obstacles.

7. Results and outcomes :

Highlight the results and outcomes of implementing your solution, if applicable. Use before-and-after comparisons, success metrics, and tangible achievements to illustrate the effectiveness of your recommendations. This helps demonstrate the real-world impact of your work.

8. Lessons learned :

Share any lessons learned from the case study. Discuss what worked well, what didn't, and any unexpected challenges. This reflective element shows that you can extract valuable insights from the experience.

9. Conclusion :

Summarize the key takeaways from your case study and restate its significance. Make a compelling case for the importance of the findings and the applicability of the solution in a broader context.

10. Recommendations and next steps :

Provide recommendations for the future, including any further actions that can be taken or additional research required. Give your audience a sense of what to do next based on the case study's insights.

11. Q&A and discussion :

Open the floor for questions and discussion. Encourage your audience to ask for clarification, share their perspectives, and engage in a constructive dialogue about the case study.

12. References and appendices :

Include a list of references, citations, and any supplementary materials in appendices that support your case study. This adds credibility to your presentation and allows interested individuals to delve deeper into the subject.

A well-structured case study presentation not only informs but also persuades your audience by providing a clear narrative and a logical flow of information. It is an opportunity to showcase your analytical skills, problem-solving abilities, and the value of your work in a practical setting.

Do’s and don'ts on a case study presentation

To ensure your case study presentation hits the mark, here's a quick rundown of some do's and don'ts:

  • Use visual aids : Visual aids like charts and graphs can make complex data more digestible.
  • Tell a story : Engage your audience by narrating a compelling story.
  • Use persuasive language : Convincing your audience requires a persuasive tone.
  • Include testimonials : Real-life experiences add authenticity to your presentation.
  • Follow a format : Stick to a well-structured format for clarity.


  • Avoid jargon : Keep it simple and free from industry jargon.
  • Don't oversell : Be honest about your product or service's capabilities.
  • Don't make it too long : A concise presentation is more effective than a lengthy one.
  • Don't overload with data : Focus on the most relevant and impactful data.

Summarizing key takeaways

  • Understanding case studies : Case studies are detailed analyses of specific subjects, serving to showcase expertise and solution impact.
  • Importance of effective case study presentations : They generate leads, build credibility, educate the audience, and increase brand awareness.
  • Types of case study presentations : Business, marketing, and product case studies focus on different aspects of impact.
  • KPIs and metrics : Key metrics, such as conversion rates, ROI, engagement metrics, customer satisfaction, and sales growth, add credibility.
  • Structuring an effective case study presentation : Follow a structured format with an introduction, background, problem statement, methodology, findings, solution, results, lessons learned, conclusion, recommendations, and Q&A.
  • Do's : Use visuals, tell a compelling story, use persuasive language, include testimonials, and follow a structured format.
  • Don'ts: Use jargon, oversell, make it too long, or overload with unnecessary data.

1. How do I create a compelling case study presentation?

To create a compelling case study presentation, you can use a case study template that will help you structure your content in a clear and concise manner. You can also make use of a case study presentation template to ensure that your presentation slides are well-organized. Additionally, make your case study like a pro by using real-life examples and a professional case study format.

2. What is the best way to present a case study to prospective clients?

When presenting a case study to prospective clients, it's essential to use case study presentation template. This will help you present your findings in a persuasive way, just like a professional presentation. You can also use a powerpoint case study template to make your case study presentation in no time. The length of a case study can vary depending on the complexity, but a well-written case study is key to helping your clients understand the value.

3. Where can I find popular templates to use for my case study presentation?

You can find popular case study presentation powerpoint templates online. These templates are specifically designed to help you create a beautiful case study that will impress your audience. They often include everything you need to impress your audience, from the case study format to the presentation deck. Using templates you can use is one of the best ways to create a case study presentation in a professional and efficient manner.

4. What is the purpose of a case study in content marketing, and how can I use one effectively?

The purpose of a case study in content marketing is to showcase real-world examples of how your product or service has solved a problem or added value to clients. To use a case study effectively, write a case study that features a relevant case study example and use a case study like a pro to make your case. You can also embed your case study within your content marketing strategy to help your clients and prospective clients understand the value your business offers.

5. How can I ensure that my case study presentation stands out as the best in my industry?

To ensure your case study presentation stands out as the best, you can follow a compelling business case study design. Use a case study template that includes everything you need to present a compelling and successful case, just like PowerPoint case study presentations. Make sure your case study is clear and concise, and present it in a persuasive way. Using real-life examples and following the sections in your template can set your presentation apart from the rest, making it the best case study presentation in your field.

Create your case study presentation with prezent

Prezent, the communication success platform designed for enterprise teams, offers a host of valuable tools and features to assist in creating an impactful case study presentation.

  • Brand-approved design : With access to over 35,000 slides in your company's brand-approved design, your case study presentation can maintain a consistent and professional look that aligns with your corporate brand and marketing guidelines.
  • Structured storytelling : Prezent helps you master structured storytelling by offering 50+ storylines commonly used by business leaders. This ensures your case study presentation follows a compelling and coherent narrative structure.
  • Time and cost efficiency : Prezent can save you valuable time and resources. It can help you save 70% of the time required to make presentations and reduce communication costs by 60%, making it a cost-effective solution for creating case study presentations.
  • Enterprise-grade security : Your data's security is a top priority for Prezent. With independent third-party assurance, you can trust that your sensitive information remains protected while creating and sharing your case study presentation.

In summary, Prezent empowers you to create a compelling case study presentation by offering personalized audience insights, brand-compliant designs, structured storytelling support, real-time collaboration, efficiency gains, and robust data security. It's a comprehensive platform for achieving communication success in the world of enterprise presentations.

Are you ready to take your case study presentations to the next level?  Try our free trial or book a demo today with Prezent!

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Everything You Need to Know about the People, Process, Technology Framework

By Becky Simon | June 14, 2019 (updated July 19, 2021)

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The people, process, technology (PPT) framework is changing and evolving for today’s business needs. In this article, learn how organizational change experts use this framework.

Included on this page, you'll find details on what the PPT Framework is , the best practices when implementing PPT , steps on how to use PPT to transform your organization , and a comparison of PPT and Six Sigma .

What Is the People, Process, Technology Framework?

As standalone components, people, process, and technology are necessary for organizational transformation and management. To achieve organizational efficiency, you need to balance the three and maintain good relationships among them.

As a term, people, process, and technology (PPT) refers to the methodology in which the balance of people, process, and technology drives action: People perform a specific type of work for an organization using processes (and often, technology) to streamline and improve these processes. This framework can help you achieve harmony within an organization and is most often used when deciding whether to purchase or implement new technologies. While many organizations use the PPT framework, it often applies to information technology management.

There are many ways to visualize the balance between the three elements. Some people refer to it as the golden triangle , with three equal sides. Others prefer a Venn diagram. In some models, the word tools replaces technology .

You can also think of it as a three-legged stool. If one leg is out of balance, the stool wobbles.

Some project managers use the term triple constraint to explain how the movement of one element impacts the others: If one shifts, the other two must also respond to maintain balance. No matter what you call it or how you visualize it, the key is in the balance of elements.

PPT and Business Intelligence (BI)

It is common for organizations to implement the PPT framework in the world of information security and business intelligence.

Because business intelligence (BI) involves more than just software and technology, it is important for the three elements (people, processes, and technology) to be in alignment. If proper processes are not in place, people can be ineffective and the technology could fail.

Technology is expensive and does not always offer a high return on investment, so it’s important to ensure it runs smoothly. Make sure that employees know how to use the technology you purchase — if they don’t or if the technology doesn’t integrate well with your other processes, your company won’t create value from its original investment in technology.

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The History of the People, Process, Technology Framework

The PPT framework has been around since the early 1960s, when business management expert Harold Leavitt came up with his model for creating change in an organization in a paper called “Applied Organization Change in Industry.”

This original diamond model considered four elements — people, structure, tasks, and technology — but not the interactions between them. In Leavitt’s model, people represents the workers, structure represents how a group of people is organized, tasks refer to what those people do, and technology covers the tools that people use.

Since the paper was published, some people have turned the diamond into a triangle, combining structure and tasks to create processes.

The framework went through a renaissance of sorts when computer security and privacy specialist Bruce Schneier helped make people, process, technology a near-mantra of the information security industry in the 1990s. In papers and on his radio show, he discussed the framework and its role within the information and technology field.

Best Practices for the PPT Framework

In order for the PPT framework work effectively, look at it as a guide, find your weaknesses as an organization, and start fixing them.

In an ideal situation, you want three outcomes from any project or initiative: You want to increase speed, increase efficiency, and meet or exceed expectations. Technology often makes it possible for people to do more innovative work at a quicker pace.

If you’ve already implemented the PPT framework and your organization is still not satisfied with the pace of work (or you aren’t seeing results fast enough), the problem might lie in your automation efforts. If efficiency is your problem, you might not be scaling enough with the interaction of people and the processes they complete. If you are not generating enough new value, more innovation might help.

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“What I believe in is people, process, technology, but what I see is the implementation in reverse,” says Rick Morris, an experienced project manager, public speaker, best-selling author, and owner of R2 Consulting . “[I always ask clients], ‘Are you picking your projects based on what your people can achieve, or are you picking your projects based on what you can spend?’” Many companies attempt to address technology before processes, and then people — which, according to Morris, is backward

Keep in mind that there are many variations to the people, process, technology framework. Some organizations group people and process as one element, calling it people and process management . Others agree with Morris and say focus on people first, processes second, and technology last in order to ensure you have the appropriate resources in place before implementing technology.

As much as people generally understand that there needs to be a balance between the three elements they often ignore the people part in practice.

“We pay lip service to say it’s important, but on many projects, it’s the first thing that will get cut,” Schnepf explains. “As humans, we are adverse to change. We fear the unknown. It’s important to get people to understand what is expected of them and how they can be successful.”

Breaking Down the People, Process, Technology Framework

In this section, we’ll examine each of the three elements in the PPT framework.

The People Part of the Golden Triangle

The people are those who do the work — some say this is the most important part of the triangle. Without people, nothing can happen.

People are always busy, Morris says, and when working for a new client, he always asks for employee time studies. Many workers will lie on those studies, but those are usually the lowest performing percentage of employees, he explains. Instead, you should focus on the highest performing workers — the people you can’t live without. Once you know their availability, you can proceed to the process portion of the triangle.

“When you’re in a resource war, you can either wait, acquire, or redirect,” Morris says. That means either waiting for a project until the right people are available, hiring new people or consultants to do the work, or redirecting people from other projects. It’s imperative to know which one is a possibility for the project, he explains.

Morris uses an example of working at a company where the CEO came to him with a pet technology project and asked Morris when his team could complete it. Morris gave him a date range in the distant future. The CEO questioned why it would take so long. Morris replied that the people necessary were busy with five other projects, and asked the CEO which of those projects could be sacrificed for the new one. This helped the CEO understand the importance of the people and process components of the framework.

Morris says it is often necessary to stand up to leadership and question projects and deadlines. Otherwise, the top people in an organization will burn out from too much work.

Finding people with the right experience, qualifications, and attitude is a necessary step in implementing any kind of change. If you want change, tell your people what you expect and get their buy-in. Without their buy-in, it might be impossible to make an impact. Also, make sure the information flows between the right people.

“If we don’t get buy-in along the journey and we don’t consider [people’s] needs or their fears for change, you won’t get the ROI you expected,” Schnepf says. He adds that people need to see and understand how the changes will make their life easier.

If you have the right people in place, you should be able to trust them to make the right decisions for themselves and their work while following guiding principles of your company.

The Process Part of the Golden Triangle

A process is a series of actions or steps that need to happen in order to achieve a particular goal. People are ineffective without processes in place to support their decisions.

Some steps to take when you implement processes:

  • Make sure people know how they fit into the workflow.
  • Identify the key steps.
  • Make sure the people doing the work receive proper training on the new processes.
  • Provide proper instructions.
  • Have a system for review in place before beginning any new process.
  • Consider how you will measure the success of a process.

“What most companies don’t do when they implement a new technology is look at processes that could go away,” Morris says. Most of his clients run at about 30-40 percent waste, and eliminating unnecessary processes can reduce that percentage and therefore, increase efficiency. “In order to create a new process, we need to find two processes that can go away.”

Automation can increase consistency, but someone still needs to oversee the effort.

Morris says that arbitrary deadlines can negatively impact processes and cause people to panic about an impending deadline rather than concentrating on the work that needs to be accomplished. Often, managers pick deadlines randomly, without knowing how long processes will take. Morris says that when he asks managers why they picked certain deadlines, they often say they simply picked a date on the calendar, such as the end of a month, quarter, or budget term. That can be a mistake and put unnecessary stress on workers.

To help managers understand the value of a deadline range, Morris uses an example of a commute to work. He asked a manager how long it took him to get to work, and the answer was about 20 minutes. Morris asked if it takes exactly 20 minutes every time. The manager said the time could vary, and the shortest it ever takes is 15 minutes, while the longest about two hours because of an accident.

Morris then asked how far into the commute the manager knew what to expect for the day. The manger said he knew when he was about halfway into the drive. That’s when the manager understood that you don’t actually know how much time you’ll need until you have an understanding of all the contributing factors.

The Technology Part of the Golden Triangle

Despite its abilities, technology alone does not solve problems. Technology will not make existing problems go away without the people and processes around to support it.

Too often, companies make an investment in technology and try to retrofit the people and processes, but that is backward logic.

“I’ve seen a lot of companies spend a lot of money on technology, and then don’t use it or don’t use it correctly,” Schnepf says. She notes that when that happens, there is little or no ROI for the technology.

It’s easy to become enamored with the latest and greatest technology and the vendors who sell it, only to discover too late it does not fit your organization’s changing needs. The real value in any technology is getting the buy-in and backing to make the most of it.

Schnepf says that “technology people” need to explain how the technology will work and improve the process. “Some company cultures are better at supporting change than others,” she says. “If you make a drastic change to the technology, think of what it means to the process and the people.”

Also, don’t overcomplicate the technology. Get the systems you need up and running, and then expand from there. Doing too much at a time can overwhelm people and compromise the technology’s utility.

How to Transform Your Organization with People, Process, Technology

Many business transformation strategies concentrate on technology and processes, while almost ignoring the people involved. This is not a good strategy if you want to implement real change.

Get the buy-in you need by involving people outside of management in the decision-making processes and working toward continuous improvement. Many change efforts do not sustain themselves because they focus on short-term change instead of longer-term impacts.

Take a look both at the framework and what you need to change, and then ask yourself what is your organization’s biggest problem. Below are some examples:

  • If you are not completing tasks quickly enough: Pay attention to the interaction of process and technology, and attempt to automate more.
  • If you are not efficient enough: Look at the interaction of people and processes, and see what you might be failing to scale.
  • If you are not creating new value: See where people and technology interact, and find out where you are failing to innovate.

Also, take a critical look at the technology you already have and make sure you are using it to its fullest potential. You might discover that your existing solutions provide utility that you haven’t even tapped into yet.

And, don’t forget your company’s culture. Take a critical look at how you communicate decisions and changes within your organization. If training is necessary, train people to be successful and to communicate.

Keep in mind how the three components of PPT interact: The people do the work; technology often helps them innovate. Strong processes can help people increase efficiency; technology can help automate these processes.

Schnepf uses an example of requesting time off at a company. If employees (people) simply messaged their bosses requesting time off and their bosses approved it, that is a process. Technology could improve and automate this process, for instance, if you invest in software that takes a leave request from an employee, checks it against current schedules and available leave balance, and automatically approves it. You can further innovate on the process by tweaking the technology to add any approved leave requests to a master employee calendar.

Some people make the mistake of concentrating too much on the processes and ignoring the people. One person using strong processes can be as effective as a dozen people using bad and inefficient processes.

“If we focus on just the process, for example, we may end up with a really good theoretical process without the people or the technology to support it,” Schnepf says.

Changes in the People, Process, Technology Framework

The people, process, technology framework has been around since the mid-1960s, but some people think this approach to organizational change is no longer useful. The digital age and the rise in the importance of technology in our lives seems to be tipping the triangle.

“It’s something I have always done, but it definitely has to be coupled with more in-depth and detailed components,” Friedenberg says. For the people portion, she uses the Prosci ADKAR (awareness, desire, knowledge, ability, and reinforcement) model. For processes, Friedenberg utilizes Lean Six Sigma , and for technology, her go-to is Agile .

As PPT has evolved over time, people are reconsidering the interactions between — and balance of — people, process, and technology. The sweet spot may no longer be an equal balance between the three.

“I don’t think it’s dead. I think it is very evergreen. No matter what else you do, you always come back to having people, process, and technology,” Schnepf says. “I think it is still relevant as a framework. It would be really hard for anyone running a successful business to not think about those three elements.”

Some suggest the PPT triangle can be a diamond once again by adding data to the mix. Data can help you determine what steps to take and how you define success or failure.

Television and online personality and billionaire business owner Marcus Lemonis has his own variation of the framework for business success. He calls it the 3 Ps ; people product, and process. Sometimes he includes a fourth P : passion.

“[People, process, technology] still fits. It just doesn’t have the depth you need to truly implement a project or change; it can’t stand alone,” Friedenberg explains.

When doing a Google search for “models for organizational change” and “frameworks for organizational change,” PPT does not even rank in the top six as a standalone model, but the components of the framework are still important. To learn more about change management, read “8 Elements of an Effective Change Management Process.”

“People, process, technology is a mindset to think through,” Morris says. He adds that it is a basis for implementing other organizational change models to projects.

How People, Process, Technology Relates to ITIL AND ITSM

Since the beginnings of Information Technology Infrastructure Library (ITIL) and Information Technology Service Management (ISTM), people, process, technology has been a mantra.

The framework is very important in information security, mostly thanks to Bruce Schneier, who began talking about it in the late 1990s and continues to do so in his blog, Schneier on Security. His thoughts have changed a bit. For information security, he now says we should focus more on technology since people and processes are often unreliable.

Below is some advice about how to utilize people, process, technology in a security organization:

  • Make the framework a part of your company culture.
  • Train everyone on the importance of data security as it relates to their job description. This will help keep the people motivated.
  • Keep information flowing throughout your organization to increase process efficiency.
  • Automate security alerts to best utilize technology.

People, Process, Technology in Knowledge Management

Knowledge management is the efficient handling of information and resources within an organization. You can apply the people, process, technology framework to it.

Schnepf says PPT is very relevant to successful knowledge management. “We need the technology to ‘manage the knowledge,’ we need the people to actually use the technology [and] proactively [use] it to store and access knowledge, and we need the processes that can enable it.”

When building your knowledge management program, keep the PPT components in mind. People hold the knowledge, and they need to share it with others, especially those who make decisions. Processes should include a step document the knowledge and record information, and the technology can help store and disseminate that knowledge.

Accomplishing those pieces can create a synergy and help you find best practices that work for your organization.

How Does People Process Technology Compare to the Six Sigma 3P Approach to Quality?

Six Sigma is a bit different from the people, process, technology framework in that it emphasizes people, process, and product — the finished product takes precedence. However, Six Sigma is similar to PPT in that both emphasize the importance of training and education for every employee. In both methods, it’s also important to pick the right people.

The process part of Six Sigma calls for more intensive monitoring using a set of managerial methods that are mostly empirical and statistical. Typically, Six Sigma-certified experts within an organization implement the framework.

In the Six Sigma approach, the third pillar (product) can be a service or a manufactured good. As a general concept, Six Sigma strives toward continuous improvement in the production of products or services. Ultimately, Six Sigma aims to reduce errors in business processes by identifying the causes of these errors and creating methods to eliminate them.

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People, Process, Technology: The PPT Framework, Explained

Sep 8, 2020

People, process, and technology (PPT) has been around since the early 1960s. The framework was popularized in the information security world by Bruce Schneier in the late 1990s. Most businesses used it to improve the efficiency of their employees and tools. For information technology management, most software companies use it these days.

The reason is that it helps to map the entire value stream of people, processes, and technologies. This allows high-performing teams to optimize operations and ship faster.

Learn how you can leverage the PPT framework for your organization in this blog.

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Balance is everything

It is about the interaction between the three elements in the PPT framework. People do the work. Processes make this work more efficient. Technology helps people complete their tasks as well as automates processes. By balancing the three and optimizing relationships between people, processes, and technology, businesses can achieve organizational efficiency.

In terms of the framework, it resembles a three-legged table. If one leg is longer or shorter, the whole table loses its balance. In the same way, when technology changes, the people and processes need to be modified to accommodate the new tools as well. Technology is only as effective as the processes and people using it. For example, many businesses throw new technology and fancy tools at their problems.

Without robust processes in place, individuals within organizations will struggle to be effective and the potential value of technology will be wasted. Similarly, inadequate knowledge of technology usage can hinder a company's ability to derive value from their technological investments. Furthermore, if new technology fails to integrate smoothly with existing processes, the desired outcome may not be achieved. Conversely, if an organization becomes overly focused on perfecting their processes, they risk creating a solid plan on paper but lack the necessary personnel or technology to execute it successfully.

In this context, businesses need to find the right balance between these three crucial components. The PPT framework encourages them to think multidimensionally. But what are these three components?

In the process, "people" refer to the human resources at the firm's disposal. The people are the ones who perform the tasks.

One of the primary responsibilities is to bring on board suitable individuals. Companies must pinpoint their key personnel possessing the necessary abilities, expertise, and mindset for the specific job. Nevertheless, these essential employees are frequently occupied or engaged. Consequently, managers may have to wait for their availability, recruit new staff, transfer workers from other projects, or delegate the tasks to external consultants or agencies. These significant choices greatly impact the success of the PPT framework.

The people need clear role definitions so everybody knows their responsibilities. This will help in decision-making, technology selection, process deployment, and personnel hiring. Many businesses focus on technology and processes while almost overlooking the people involved. This is why it is crucial that the team consists of the right people with the right communication skills.

Businesses need their people to buy into them, so they know what they need to do, why they are doing it, and how the changes will affect them. It is impossible to implement any new technology or processes without the full buy-in of the people. Businesses may observe slow adoption or sub-optimal usage without the full buy-in of the people. Proper training can empower employees if necessary.

The Process

The process in the PPT framework describes the “ how ” part of achieving a particular result. How will we achieve the desired result? How do we utilize people and technology to solve business problems? Processes are repeatable actions that produce the same results regardless of who performs them.

While designing and implementing processes, you should keep the following in mind:

Understand the process, what their role is in it, and what they need to achieve is crucial. It is imperative that people understand how they fit into a process. The right instructions and training are essential. It is important that they are involved in the process design and review process.

In order to improve process efficiency, businesses should identify and focus on the key steps first. These key steps are most likely to contribute the most to the end result. Once these are in place, they can begin to tweak the finer details, special cases, and support processes.

According to business management wisdom, if you can't measure it, you can't improve it. Therefore, every process needs metrics that measure its success. Organizations must determine what metrics to track and how to measure them.

It is vital for the effectiveness of any process to have continuous feedback and improvement. Some companies spend a significant amount on hiring consultants to create elaborate processes. However, due to constant changes in technology, people, market conditions, etc., these processes can become less effective over time. Hence, it is crucial for businesses to consistently assess and analyze their processes in order to identify areas that may need adjustments. It is necessary to take action based on this feedback in order to ensure that the processes continue to provide maximum value for the company.

Technology should be considered once the people and processes are in place

The Technology

Technology provides the tools that people need to implement the process. It also helps automate certain parts of the process. Ideally, the latest and fastest technology creates the most impact. It can be very tempting to be lured in by shiny new tools. However, organizations must ensure that the technology fits into their organizational culture.

Frequently, businesses prioritize investing heavily in technology to gain a competitive edge, while overlooking the importance of their people and processes. As a result, they attempt to fit their personnel and procedures into this new technology, often with less than optimal results. It is crucial to recognize that technology alone is not enough; it must be supported by capable individuals following well-defined processes in order to produce the desired outcome. For this reason, technology should always be the final consideration after thoroughly understanding the problem, recruiting and training suitable talent, and establishing clear process requirements. If the people are not adequately trained or if the process does not effectively utilize the technology, it will not yield a satisfactory return on investment.

Using technology alone will not solve problems. Businesses need to define their objectives, define their processes, and train their employees to maximize its potential.

People, Process, and Technology: Transforming Your Organization

As previously mentioned, achieving a balance between the three components of the PPT framework is crucial. Proper management of their interactions can lead to increased operational efficiency and better resource utilization for your organization. In order to achieve this, conducting an audit of your current processes and technology is necessary. Fortunately, there are several helpful tools available such as Plutora's platform . This platform allows for comprehensive management of the entire value stream and visualization of the people, processes, and tools involved. With this complete visibility, you can obtain valuable insights to make informed improvements using data. By leveraging the PPT framework, you will be able to identify any choke points, eliminate waste, improve efficiency, and reduce time to value for your organization.

Download our free eBook

Mastering software delivery with value stream management.

Discover the key to optimizing your software delivery process with our comprehensive eBook on Value Stream Management (VSM). Learn how leading organizations are streamlining their software pipelines, enhancing quality, and accelerating delivery.

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Top 10 Case Study Report Templates with Examples and Samples

Top 10 Case Study Report Templates with Examples and Samples

Deepika Dhaka


A case study does more than just throw numbers at you; it tells a story that makes everything click. Think of it like connecting the dots between problems, fixes, and results, making everything easier to grasp and believe for anyone reading it.

Take Company X as an example. They've got this great product but just can't seem to crack a market that the big names are dominating like anything. Here's where a case study shines. It looks back at others who've been in the same fix and designs a game plan for success. It points out smart moves like teaming up with the right partners or changing your marketing to speak the local lingo. Learning from those who've already been around the block, Company X can ace the market maze and boost their shot at making it big.

Now, onto the magic of a Case Study Report Template.

While the benefits of case study reports are clear, the process of creating these can be daunting. This is where a Case Study Report Template comes into play. Designed to streamline the process, it offers a structured framework that guides you through every step - from defining objectives and methodology to analyzing data and presenting findings.

Explore these post-event report templates to analyze the cost, outcomes, and effectiveness of the event for strategic decision-making. 

Case Study Report Templates for Easy Reporting

Building on this idea, we present SlideTeam’s exclusive collection of Case Study Report Templates. Our templates ensure that no critical element is overlooked and that the report maintains a clear, coherent structure. These 100% customizable resources facilitate the efficient organization of information, making the insights both compelling and actionable. These PowerPoint  Templates save you time, enhance quality, and ensure consistency across reports.

Let’s begin exploring these PowerPoint Templates one by one!

Template 1: One-Page Company Case Study PowerPoint Template

Introducing the sleek One-Page Company Case Study Slide: your streamlined solution for impactful business presentations. This template consolidates your company's narrative, from challenges to success, in a single, visually engaging page. Highlight your firm's journey, key products, and strategic solutions with a layout that captures attention. It's designed for clarity, focusing on what matters—your story, your pace, your success. Perfect for briefings, pitches, or snapshots of your company's market presence, this template is a powerful communication tool. Grab it now!

One-Page Company Case Study PowerPoint Template

Download this template

Template 2: One-page Content Marketing Case Study Template 

Elevate your marketing presentations with this dynamic PowerPoint Template, designed to showcase your content marketing case studies with impact. It provides a structured layout that helps you convey your success stories, from engagement metrics to revenue growth. With a clean design and attention to detail, it guides you in presenting your company's narrative and accomplishments in a compelling way. Highlight your marketing campaign's reach and subscriber growth with its eye-catching infographics and concise content areas. Ideal for businesses of all sizes, this template transforms your data into a persuasive story to impress stakeholders and clients alike. Download now and make your case study the highlight of your next meeting with this professional and impactful PowerPoint template.

One-page Content Marketing Case Study Template

Template 3: Case Study College Assignment Template

Designed for academics and professionals, this layout provides a clear and concise framework to highlight components of a case study, such as challenges, solutions, and customer feedback. Its professional aesthetic is tailored to communicate your findings in educational and corporate arenas. Perfect for students and professionals alike, this template allows you to present complex information in an easy-to-digest format that resonates with audiences. Make your research stand out with a design as smart as your content. Grab it now!

Enhance your business insights with our dynamic Sales Report Dashboard , a powerful tool that delivers real-time data to drive informed decisions and optimize performance.

Case Study College Assignment Template

Template 4: One-page Banking Case Study Template

Maximize the impact of your financial case studies with this One-Pager Banking Case Study Template,  crafted to streamline the presentation of banking insights, solutions, and tangible outcomes. With a user-friendly design emphasizing clarity, it's ideal for banking professionals to highlight success stories and strategic achievements. This template serves as a powerful tool to communicate progress, highlight innovative banking solutions, and demonstrate measurable results in a format that's both accessible and engaging. Download it today and illustrate how strategy translates to success. 

One-page Banking Case Study Template

Template 5: Social Media Business Case Study Report

Discover the blueprint for social media success with this PPT Template, a vital tool for marketing professionals aiming to present the effectiveness and results of their social media strategy. It distills complex data into easy-to-understand metrics, showing conversion rates and cost-per-action achievements. Designed to highlight strategic overviews, in-depth approaches, and impactful conclusions, it's an essential resource for those looking to convey the value of social media initiatives in driving business outcomes. Use it to communicate the nuts and bolts of your social media campaigns to team members, management, or clients. Grab it today!

Social Media Business Case Study Report

Template 6: Case Study for Transportation Marketing

This one-pager is designed to define your transportation services marketing initiatives, from objectives to successful results. It's crafted to highlight the strategic background, target audience engagement, and innovative delivery methods that drive increased ticket sales and website traffic. The template also includes a section for detailed campaign evaluation, illustrating analytical steps taken to refine marketing tactics and amplify success. Ideal for transportation companies, it captures the essence of marketing efficacy.  Download now!

Case Study for Transportation Marketing

Template 7: Bi-fold for Company Case Study

This bi-fold PPT template is perfect for highlighting your company's background, strategic challenges, innovative solutions, and product offerings, with aesthetics playing a prominent part.  The time-to-market feature underscores your company's efficiency and speed in execution. The final section offers a direct line of communication to your audience with clear contact details. Whether you're presenting to stakeholders or prospective clients, this template delivers your narrative with an impact.

Bi-fold for Company Case Study

Template 8: Bi-fold Social Media Business Case Study Template

Unlock the full potential of your social media strategy with this Social Media Business Case Study Template. It helps companies articulate the success of their social media campaigns, with sections dedicated to results, an analytical overview, and strategic approaches. The template breaks down complex social media metrics into digestible figures, showcasing your campaign's performance and achievements. With readily available contact information, this template invites engagement. It is perfect for B2B companies looking to present their case studies in an impactful manner. Download now!

Bi-fold Social Media Business Case Study Template

Template 9: Bi-fold Banking Case Study Template

Streamline your banking case study presentations with this feature-packed template that helps financial institutions highlight unique selling propositions and innovative solutions that cater to modern customer needs. With dedicated sections to outline your company's objectives, the results section emphasizes achievements like increased conversion rates and optimization strategies. This layout makes complex data accessible and engaging, ideal for showcasing your bank's giant steps toward enhancing customer experience and operational efficiency. It ensures that interested parties can easily reach out, making this the perfect package for banks seeking to forge new connections.

Bi-fold Banking Case Study Template

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Blog Graphic Design 15+ Professional Case Study Examples [Design Tips + Templates]

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

Written by: Alice Corner Jan 12, 2023

Venngage case study examples

Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.

Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.

Click to jump ahead:

  • What is a Case Study?

Business Case Study Examples

Simple case study examples.

  • Marketing Case Study Examples

Sales Case Study Examples

  • Case Study FAQs

What is a case study?

A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

Case Study Definition LinkedIn Post

As well as being valuable marketing tools , case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

Marketing Case Study Template

A marketing case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A marketing case study typically includes:

  • Company background and history
  • The challenge
  • How you helped
  • Specific actions taken
  • Visuals or Data
  • Client testimonials

Here’s an example of a marketing case study template:

marketing case study example

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

Venngage orange marketing case study example

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

Purple SAAS Business Case Study Template

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

Purple SAAS Business Case Study Template Header

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Red SAAS Business Case Study Template

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

event marketing project management gantt chart example

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

Case study peer recommendation quote

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

Contrast Lead Generation Business Case Study Template

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Blue Simple Business Case Study Template

Marketing case study examples

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Light simplebusiness case study template

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Modern lead Generaton Business Case Study Template

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Social Media Business Case Study template

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

Color combination examples

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Gray Lead Generation Business Case Study Template

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Venngage's accessible color palette generator

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

Lead generation business case study template

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Lead generation case study example short term goals

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

While sales dashboards generally tend it make it all about the numbers and charts, in sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Vibrant Content Marketing Case Study Template

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

Case study example pursuasive language

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Bold Content Marketing Case Study Template

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Teal Social Media Business Case Study Template

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Coral content marketing case study template.jpg

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

Blue case study example case growth

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Blue Content Marketing Case Study Tempalte

Case Study Examples Summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website .

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case Study FAQ

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers , business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

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

Some good questions you could ask would be:

  • Why do you use our tool or service?
  • How often do you use our tool or service?
  • What does the process of using our product look like to you?
  • If our product didn’t exist, what would you be doing instead?
  • What is the number one benefit you’ve found from using our tool?

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Case Study PowerPoint Templates and Slide Designs for Presentations

We present to you our productive library of case study PowerPoint templates to help you showcase your success stories, services, or product analysis that impress your clients. We provide these case study templates that lessen your efforts in conducting a case study. Our presentation templates in general offer you attractive designs, appealing powerpoint themes , and 100% customization. These business case study templates will help you create great case study ppts to showcase and analyze your products, customers, and market conditions. The different case study formats serve multiple business presentations , such as showing numerous product success stories, marketing success stories, long-term relationships with the clients, and much more. Find unique and creative case study presentation examples and case study samples to create effective case study presentations. Download case study templates collection available in Google Slides as well. Also, browse through our ready-to-use free PowerPoint themes, they can help you to build impressive presentations in no time.

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Case Study 19 PowerPoint Template & Google Slides Theme

Case Study 19 PowerPoint Template

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Detailed Case Study PowerPoint Template & Google Slides Theme

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Case Study 28 PowerPoint Template & Google Slides Theme

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Marketing Case Study 5 PowerPoint Template & Google Slides Theme

Marketing Case Study 5 PowerPoint Template

Business Case Study PowerPoint Template & Google Slides Theme

Business Case Study PowerPoint Template

Multiple Case Studies PowerPoint Template & Google Slides Theme

Multiple Case Studies PowerPoint Template

Case Study PowerPoint Template 17 & Google Slides Theme

Case Study PowerPoint Template 17

Animated Case Study PowerPoint Template & Google Slides Theme

Animated Case Study PowerPoint Template

Case Study Presentation PowerPoint Template & Google Slides Theme

Case Study Presentation PowerPoint Template

Modern Case Study Presentation & Google Slides Theme

Modern Case Study Presentation

Case Study 29 PowerPoint Template & Google Slides Theme

Case Study 29 PowerPoint Template

Case Study Project PowerPoint Template & Google Slides Theme

Case Study Project PowerPoint Template

What is a case study.

A case study is a research technique used for an in-depth study or research that provides a better understanding of a topic. A business case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, necessary to convince the audience of your solution. Consider a case study as a way to highlight a strong explanation to a well-defined question regarding your business. For example: Why should the client give you the project? Or Why should your product be used by the client? etc.

Why Use Case Study Templates?

A case study is a  marketing plan presentation  that helps tell the story of how your product or service helps a company achieve its goals. The task is to convince your customers about your company’s capabilities, success stories, and previous experiences. And that requires an excellent case study presentation template. A well-structured business case study template can exponentially increase your chances of convincing your clients.

Case study PowerPoint templates outline a company’s success or efficiency in dealing with different customers and their demands. Whether a product or a service, a case study template is useful for showcasing your strengths and achievements.

Who Can Use A Case Study Template?

Case study template design is widely used for several types of presentations by several business professionals, entrepreneurs, organizations, companies, etc. Business case study templates can be used to:

  • Promote your products and services.
  • Cover short-term and long-term goals of a company.
  • Gather positive feedback from their existing customers.
  • Emotionally persuade your target audience.

What Are The Features Of A Good Case Study Template?

A good case study analysis template should:

  • Highlight key points or your strongest argument in every section to present your in-depth research on the topic
  • Use  powerpoint icons  and data that back up your arguments and make your presentation appealing to the audience
  • Design scientifically to  make an attractive presentation  and raises your chances of success
  • Show a visual hierarchy that creates a contrast between the key facts, significant information, and background data
  • Use a professional color scheme that does not distract the audience from the key content
  • Use engaging visuals that keep the audience interested and encourage two-way communication.

What Is The Purpose Of A Case Study Presentation?

The case study is one of the significant marketing tools that help you tell the story of how your product or service helps your clients achieve their goals. The purpose is to convince your customers about your company’s potential, success stories, and previous experiences. And that requires an excellent case study format. A well-structured case study slide design can exponentially increase your chances of convincing your clients.

What Background Is Best For A Case Study PowerPoint Presentation?

The background matters in a  PowerPoint presentation , use the principles of visual hierarchy and create a contrast between the content and background, to draw attention to the right material on the page. Use color schemes that suit your case study topic, Using the monochromatic theme, which is a classic professional color scheme, will be a safe bet. Typically, use relevant images or clear  powerpoint background  to highlight the case study details.

What Is The Structure Of A Case Study PowerPoint Template?

The objective of the case study PowerPoint template is to highlight the company’s offerings and success with the clients and customers. Keeping that in mind, the case study template should have the following sections:

Problems: This section of your case study template details of the problems of clients you have solved. This is to showcase your experience and area of expertise.

Solutions: This section of the case study showcases the solutions and approaches that you have provided to your existing clients and resulted in success.

Results: This part is an important one, here you showcase positive results your clients got by your solutions and approaches. Showing some specific and detailed examples such as market share, profit margin, etc.

How Long Should A Case Study PPT Template Be?

A case study ppt template is typically one page and in a few cases where you need to show your product or service offerings in detail, it could be an entire presentation. Usually, case studies are appended to the business proposal or  sales process .

What Is The Main Advantage Of A Case Study?

A case study is your concise and well-reasoned argument that convinces the audience for whatever you are trying to convey to them whether it is your research or a business proposal. The main advantage of the case study is that it showcases your potential, success stories, and previous experiences. A well-structured case study can exponentially increase your chances of convincing your clients.

Where Can I Download Case Study PPT Templates?

SlideUpLift has a vast collection of premium and free Case Study PowerPoint Templates to help you showcase your success stories, services, or product analysis in your case study presentation that impresses your clients. We offer unique designs, appealing color themes, and 100% customization. These business case study templates will help you create effective case studies to showcase and analyze your products, customers, and market conditions.

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Case Study Presentation Templates

Trying to present the key issues and detailed case examination for evaluation and analysis then, dive into our free case study powerpoint templates and google slides themes gallery to present your business case study, medical case study, feasibility study, and more. try slide egg.

Case Study

Make Your Case Study Shine with Our Free PowerPoint Templates and Google Slides Themes!

We're here to help you, what is a case study.

The case study methodology offers a framework for analyzing and evaluating complicated problems. An exhaustive examination of a single individual, event, or group

What are Case Study PowerPoint templates?

Case study slides can be used to convey as many details about a person or group as feasible so that the knowledge can be broadly applied. They hold various visuals related to the explanation of behavior.

Where can we use these Case Study Slides?

Several disciplines, including anthropology, political science, education, medicine, psychology, and social work, can benefit from using case study templates.

How can I make Case Study PPT Slides in a presentation?

Step 1: Read and analyze the case in detail. Step 2: Choose a slide, make notes, underline essential issues, and highlight pertinent information. Step 3: Focus on your Research. Use the slide layout to determine two to five critical issues. Step 4: Add animations to Discover Potential Changes/Solutions. Step 5: Execute your case study to the public. This looks like a way too long process! Isn't it? So, choose readymade slides to get your job done instantly.

Who can use Case PPT Templates?

Researchers may do a case study if a phenomenon is novel or very recently found. Also, teachers, doctors, and social workers can find these templates an excellent presentation tool.

Why do we need to use Case PowerPoint Slides?

Case Study Templates allow researchers to gather a lot of data. It offers researchers the possibility to collect data on uncommon or rare situations. Researchers can create hypotheses using these slides that can be tested through experimental study.

Where can I find Case PPT Templates for free?

Finding free templates is no big deal. Almost every website has the option of free downloading after signing in. But be 100% sure to choose the best one even at no cost. That's what Slide Egg is known for. Come on and visit our homepage now!

Analyst Academy

PowerPoint Storytelling: How McKinsey, Bain, and BCG use the SCQA framework to create elite presentations

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By Paul Moss

Join 100k+ subscribers on our YouTube channel and enjoy highly engaging lessons packed full of best practices.

Big name consulting firms like mckinsey, bain, and bcg all do one thing really well: they create amazing presentations for their clients. but it’s not just the formatting and design that makes these presentations so special. it’s the stories they tell..

In this article you’ll learn the PowerPoint storytelling techniques major consulting firms like McKinsey, Bain, and BCG use to build elite presentations. You’ll see how these storytelling experts build presentations with clear takeaways, compelling insights, and an engaging narrative. I’ll walk through each step of the storytelling process in detail, and show you some examples of what this looks like in the real world.

But first, if you’re new to this blog make sure you check out our advanced PowerPoint and presentation design courses . Or, sign up for our free 5-day email course below and get instant access to our most popular download: the Top 50 PowerPoint for Consultants cheat sheet.

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When building a presentation, regardless of who the audience is, you have one primary goal: to make it as easy as possible for the audience to understand what you’re trying to tell them. And this can be difficult – business presentations tend to have a lot of data and information, and it can be hard for the audience to grasp the key insights right away. Especially if they’re trying to also listen to the speaker and think about what they’re gonna say in response.

So when building your deck, it’s especially important to make sure it’s structured in a way that makes it clear, insightful, and engaging. It’s something top consulting firms do really well, thanks in part to two important concepts: the SCQA framework and the Pyramid Principle .

Table of Contents

SCQA Framework

In simple terms, SCQA is just a framework for presentations that allows you to craft a story around the information you’re trying to present. It stands for Situation, Complication, Question, and Answer.

Every presentation is an answer to some question, such as “should we acquire this company?” or “How did this marketing campaign perform?” or even “What did you find in your research?” – and the SCQA framework just allows you to provide context for that answer.

SCQA framework

Practically speaking this means that your main deck is used to show your answer, and the situation, complication, and question are how you provide context for that answer.

Lets consider an example…

Disney Case Study

Let’s say you’re on a consulting case for Disney and the executives have asked you to make a recommendation for where they should build their next theme park. 

The main part of your presentation will be the actual recommendation and all the supporting details. But then the situation, complication, and question will form your introduction slide. 

The situation is how things are right now. The complication represents a change in that situation and is the reason why the presentation is needed. The question is what gets raised by the complication (and what needs to be solved). Then the answer is the resolution. 

So here, the situation might be something like, “Disney is looking to grow revenue by opening a new park”. The complication could be, “they need to decide where to open this park”. Which then leads to the implicit question which is, “where should Disney open its next theme park?”

Then the main part of your deck answers this question. 

SCQA framework disney example

And notice how this brings the presentation to life. It puts the presentation in context, and it tells the audience why they should care. Instead of just dropping them in the middle of your data, you’re leading them along and creating a narrative. Remember, your goal is to make it as easy as possible for the audience to understand what it is you’re trying to tell them.

SCQA framework is the introduction for your deck

Now, an important rule here is you don’t want your introduction to have anything new or controversial. It should all be something your audience already agrees with, so you can focus on the answer. All you’re doing is establishing relevance, and making sure you and the audience are on the same page.

BCG Example

Here is a great SCQA example from BCG .  

The presentation is for a non-profit organization that invests in open education resources (or OER) – which are basically education resources that are made available to everyone. 

BCG presentation "The Open Education Resources Ecosystem"

“The Open Education Resources ecosystem” BCG, June 2013

They’ve titled the introduction slide “context of the work”, because ultimately that’s what it is. They’re just giving context before diving into the presentation. 

The first line says, “Since the William and Flora Hewlett Foundation began investing in open education resources in 2002, the field has grown significantly: the past decade has seen an influx of OER and increased awareness and adoption”.

And notice how this just clearly and plainly explains a steady-state situation. How things are right now. This is the situation.

BCG introduction slide with situation highlighted

Then the next line says, “However, more work remains to push the OER movement from the sidelines of mainstream education into the center of the classroom”. This line essentially tells us that things are looking good for OER, but more work remains. This is the complication.

BCG introduction slide with complication  highlighted

And already you can see how this is setting up the presentation. The situation leads to the complication, and the complication very naturally leads to the question, which is the next line:

“The Foundation engaged the Boston Consulting Group in late 2012 to evaluate the state of the current ecosystem in the United States and to help understand how to measure the movement’s progress towards a sustainable, mainstream end-state”.

Now although they don’t state the question explicitly, you can see it in the text. The question is “What is the state of the current ecosystem in the US, and how can we measure the movement’s progress?”

BCG introduction slide with question highlighted

And now we have the right setup for the presentation, and we’re ready to hear the answer. Everyone is on the same page, and the audience is ready to go. 

It might seem like a small piece of the presentation, but all the major consulting firms use this PowerPoint storytelling technique to turn what otherwise might be a dry presentation into a persuasive story with a clear narrative. 

Pyramid Principle

If you’ve watched our other videos, or taken some of our advanced courses , you’ll know that we talk about the Pyramid Principle a lot – especially as it relates to slide structure. But here I’m going to focus on how it applies to storyboarding and the presentation as a whole. 

Put simply, the Pyramid Principle is just a method of communicating information where you start with the main idea, and then provide the supporting details and data of that idea. Going back to our Disney example, the main idea would be on top, then the two supporting points would be below that. 

If you recall, the question is, where should Disney build a new theme park? 

Let’s say that your answer is that Disney should build a new theme park in Rio de Janeiro, Brazil. Two supporting reasons for that answer might be that Rio is a major tourist destination, and that the Disney brand is strong in Brazil. And if you wanted, you could continue creating additional layers to your pyramid with more supporting details and data. 

pyramid principle disney example

In a presentation, the way you would communicate this is from top to bottom. And the reason why that approach is so effective is because you provide the audience with context first, before giving them more granular detail. Plus it helps the audience know exactly what you’re trying to tell them, and how you’ve reached each of your conclusions. Remember, your main goal is to make it as easily as possible for the audience. 

If you were to turn each of these ideas into its own slide, you would rearrange them with the highest level ideas coming first, then the supporting details following each idea. Then throw your introduction slide up front, and voila! you’ve got yourself a story.

pyramid principle turns into a storyboard disney example

And this is the exact PowerPoint storytelling technique they use at every major consulting firm to build client presentations that are incredibly clear, compelling, and persuasive. 

Final Thoughts

Unfortunately, PowerPoint storytelling doesn’t always happen this smoothly. In practice, there are lots of factors that can influence the final version of deck. Not to mention other slides that I didn’t mention like an executive summary slide, next steps slide, or the appendix. But generally speaking, this approach works really well.

In fact, did you notice it’s the same approach I used for this article. I started by stating the situation: I said that when you build a presentation you want to make it as easy as possible for the audience. Then I introduced a complication: business presentations tend to have a lot of data and information, so making it clear can be difficult. The implicit question then became, how can you make data heavy presentations easy to understand. 

Then I moved on to my answer, which was to provide a clear structure to your presentation, using two key concepts: the SCQA framework, and the Pyramid Principle. And I used this structure to then build out and explain my answer. 

The end result is an article that’s clear, easy to follow, and insightful (I hope!).

You can watch a video version of this article on  YouTube .

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Home Blog Business A Guide for Case Study Interview Presentations

A Guide for Case Study Interview Presentations

You’ve been called for an interview at your dream firm and spent the entire night rote learning policies, laws, and theories to impress the panel of interviewers with your ability to retain knowledge. However, when the interview presentation begins, contrary to your expectations of being asked to recall the information you’ve memorized, you are handed a piece of paper, which entails details about a financial embezzlement scandal. You are instructed to analyze the document and provide solutions to the problems mentioned at the end of the document.

The above-mentioned hypothetical situation is an example of a case study interview, often used by professional services firms to assess and hire applicants.

case study interview cover slide for powerpoint

Table of Contents

What is a case study interview?

Why a case study interview, format of a case study interview, non-profitability cases, startup and early stage ventures, market sizing framework, profitability framework, market study framework, merger & acquisition cases framework.

  • Example Scenario 1

Example Scenario 2

A case study interview is one in which the candidate is interviewed about a scenario-based business organizational challenge that the company may have experienced. The case interview allows candidates interested in a career in consulting to exhibit their analytical, communication, and reasoning abilities. The case study interviews are constructed in such a way that they aid in identifying key issues in order to develop effective solutions. ( LSE )

To gauge a potential employee’s ability to apply theoretical knowledge to real-world situations and develop workable answers in a constrained amount of time, interviewers use the case study interview method. Big market players, like McKinsey, Deloitte, or Bain and company, use case studies in their job interviews . The interviewer may measure a candidate’s ability not just to grasp technical elements of a real-life problem, but also to come up with creative solutions, by asking case study questions.

Candidate led an interviewer led case study interview formats

Case study interviews are often carried out in one of two ways, depending on the goals and specifications of the company conducting the interview.

  • Interviewer-led interview
  • Candidate led Interview

Interviewer led

During a case study interview, the interviewer is the one who sets the tone, pace, and overall structure. It is a highly structured interview where the candidate should be prepared for a sudden change of style depending on the interviewer. The interviewer continues asking questions they’ve already prepared regardless of the candidate’s answers.

Candidate led

In contrast to an interviewer-led, a candidate-led is less regimented, and the candidate takes the wheel. They are expected to shape the Interview from start to finish. In this case, the candidate’s answers determine the line of questions. It is convenient for a firm to assess if an individual can handle situations independently by conducting a candidate-led interview.

In the final section, we’ve provided candidate- and interviewer-led interview cases in our examples.

Archetypes of Case Study Interviews

Case study interview classification infographic

Not every case study interview is centered on profit or revenue-generating scenarios. The interviewer may begin with a case of Non-Profitability. The analyzed organization might face a challenge to reach an objective. It requires a situation analysis in order to provide a diagnosis. The candidate will run the analysis, provide a diagnosis, and based on it will define a strategy to overcome the challenge and reach the objective. 

During the case interview, the focus is on strategic issues and recommendations for developing an industry’s environment while dealing with challenges. Regulations, consumer preferences, and more might all fall under this umbrella. Here, a SWOT analysis is useful in identifying the competitive landscape.

Taking into account the emerging Industrial Revolution 4.0 startup boom. The interviewer will most likely use this as an example in your case study interview. Market entry cases are comparable to startup, and early venture case studies, except the company, is smaller and employs fewer people. One must have a strong product or service in order to have a foothold in the market with significant profit margins.

The case study discussion should focus on the following three areas: the right people, the right problem, and the right solution. A minimum viable product and a well-thought-out business strategy are necessary. Startups are more likely to be agile and successful when these three characteristics are present.

In a market sizing question, commonly known as ‘guesstimate,’ the candidate is asked to estimate the size of a market randomly selected by the interviewer with little or no data available. Market size questions should be approached by segmenting data and adapting the MECE technique. In a case study interview, you may also solve market sizing problems by using the issue decision tree .

 Case study interview questions can be the following:

  • Estimate the market size of frozen foods in a suburban area of Melbourne.
  • How many individuals are currently consuming vitamin water in China?

Every firm’s ultimate goal is to earn profits; therefore, the profitability framework seeks to identify whether the candidate can correctly assess the cause of decreased profitability or ways of increasing profitability. Candidates are usually provided with names, figures, and facts to answer questions pertaining to different aspects of profitability.

A market study framework generally aids in determining an individual’s ability to assess market factors like market entry potential, revenue growth, and market share.

In order to construct a framework for a market study in a case interview, the candidate must focus on five components. The market, rivals, customers, your firm, and your product/service are all included. This market analysis methodology necessitates the candidate to ask further clarifying questions on the financial and profitability impact on the company in discussion.

The merger and acquisition cases framework is considered one of the most accurate judges of the candidate’s potential as it deals with all major components of market analysis, including but not limited to market sizing, profitability, and market study factors. These case study interview questions usually deal with whether or not two or more companies should opt for a merger/acquisition.

When addressing an M&A case, three components should be taken into account: the synergies between the two organizations, the integration of talent, technology, and so on, and regulatory approvals.

Case Study Interview Example Scenario 1

Objective: Country X is situated in Asia and has a population of 20 million. It is developing a national action plan to transform its education system. It wants to improve the quality and quantity of children’s education. The objective is to advise the client on transforming their education system.

Description: Country X is a developing nation of 20 million residents and has emerged as a free market economy after spending decades under communism. The Country aspires to have an economic action plan for transforming education. The schooling system in Country X is completely public (state managed) and has government-run schools spread throughout the Country. Children are admitted from age 5 to 18. The objective is to evaluate the current state of the education system and how it can meet the aspirations of the Government. 

This type of scenario mostly follows an interviewer-led approach. This falls under the Non-Profitability case study example. The primary purpose is to examine the issue from the top-down approach to get a higher-level view. Initially, qualitative analysis is performed.

  • The interviewer will first ask how you intend to analyze and evaluate the problem’s underlying issues.

An approach is to structure the response into three sections. A PowerPoint slide with a clear bifurcation of these three sections can be presented under a separate heading.

The initial section should emphasize some quantitative metrics of education. This encompasses observations such as how age, gender, and geography affect access to education. How many teachers are working in schools around the region? How much is spent on healthcare?

Education access infographic for case study interview

The second component is the quality of education, including the curriculum, teaching methods, etc. The second question is quantitative and requires analysis of a table containing distinct informational values relative to competitor nations.

A third element of the analysis could be to understand the effect of education in Country X’s economics objectives.

You will be provided with a table with figures for the number of pupils and teachers, health care expenditure, student-to-teacher ratio, etc. You will be expected to evaluate competitor values in comparison to Country X. Among the observations that can be made are how Country X compared to other nations regarding health care spending and the student-to-teacher ratio. The table values can be interpreted as, e.g., Country X has the highest education expenditure but has the lowest student-to-pupil ratios. All this information can be presented using SlideModel PowerPoint templates .

Comparing the observation to international standards is another way of acquiring a deeper understanding of the provided data. Because only 15 percent of Country X’s population is enrolled in school, the question is how many schools should be opened given that Country Y surpasses Country X in an international comparison. To solve such a puzzle, you will use comparable data to compute the number of schools utilizing population and school information from the provided data. This will assist you in determining a solid number to present in the Interview. The final number can be presented as a percentage or an absolute number in a much larger font on the ppt slide. SlideModel has a variety of case study templates you can choose from to showcase your result in a much more engaging manner.

These two approaches for the qualitative and quantitative aspects of the case Interview enable us to cover the fundamentals of a case study interview. 

Objective: Client Y is about to launch a new phone and desires to determine the size of the Apple product market. The objective is to determine how many iPhones Apple sells in the United States annually.

Description: Client X seeks an analysis of the current market size of the iPhone, its primary rival in the mobile phone industry. The current population of the United States is 320 million, and iPhone has a very large client base in the Country. The client requests that you calculate a number that provides a reliable estimate of the size of the iPhone market in the United States.

We will use a Three-step technique for a market size example to tackle this problem.

Step 1: Formulate the right question

To define market size, asking appropriate clarifying questions is a must. It is useful to define what the market size is and how to give a proper estimate for the market segment based on the given information.

For example:

Are we concentrating on a single iPhone model or the entire lineup?

Is it simply applicable to the United States, or do we also need to estimate worldwide iPhone sales through the US outlet?

After asking the appropriate clarifying questions, you can formulate a coherent strategy.

Step 2: Building a Framework

There are two sorts of problem-solving strategies for gauging the market questions. The top-down method and the bottom-up method.

The appropriate and easy way to solve this is to utilize top-down methodology and show it via an Issue tree. Using the MECE (Mutually conclusive and Collectively exhaustive) technique , an issue tree is a logical tree that may be depicted graphically to address difficult business challenges. It is quite common in market size questions. On the SlideModel website, you will discover a choice of templates for creating an excellent visual tool, i.e., The Issue/Logic tree.

You might convey it by beginning with the United States 320 million people.

Determine what proportion of phones are iPhones.

Identifying the frequency with which an individual purchases an iPhone each year.

And determine the number of iPhones sold based on the frequency and quantity of iPhone owners.

Step 3: Estimating and making assumptions

The estimated population of the United States is 320 million. Assuming that 75 percent of the United States population possesses a mobile phone and 30% are iPhone users because the number of smartphone users has multiplied in the digital era, we obtain: 

75 % x 320 million = 240 million Mobile Phone users.

30 % x 240 million = 72 million iPhone users.

Again, we suppose that each of these 72 million people buys an iPhone every two years. A single client will acquire one iPhone 0.5 times in a year.

Therefore, 0.5 times 72 million is 36 million iPhone sales.

To estimate the size of the iPhone market in the United States, we might assume the average iPhone price is $100.

By calculating the cost by the number of units sold a year, we get:

$100 x 36,000,000 = $3.6 billion USD.

Therefore, the annual market size for apple goods is $3.6 billion.

Calculations and estimations utilizing the said frameworks require practice and findings. SlideModel will assist you in organizing your framework and offer you visual tools to successfully convey your findings to the interviewer.

ppt framework case study

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    Disney Case Study. Let's say you're on a consulting case for Disney and the executives have asked you to make a recommendation for where they should build their next theme park. The main part of your presentation will be the actual recommendation and all the supporting details.

  21. The People, Process, Technology (PPT) Framework

    The PPT framework is based on the idea that all three elements—people, process, and technology—need to work in harmony for successful business operations or change management. If one aspect is weak or not aligned with the others, it can impact the overall efficiency and effectiveness. The objective is to create synergy where each component ...

  22. What Is a Case Study?

    Revised on November 20, 2023. A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research. A case study research design usually involves qualitative methods, but quantitative methods are ...

  23. A Guide for Case Study Interview Presentations

    Step 2: Building a Framework. There are two sorts of problem-solving strategies for gauging the market questions. The top-down method and the bottom-up method. The appropriate and easy way to solve this is to utilize top-down methodology and show it via an Issue tree.