Case Study Template
Client
Who is the client?
What type of industry?
Any background information you may know?
Is this typical work a client of this type uses?
How does client’s of this nature normally handle this work?
Who were our competitors that bid on this project?
How long did it take the client to make a decision?
Are they public or private?
Total Annual volume?
Total Number of employees?
How many employees were terminated following the activation of our services?
Please provide any other information that may seem relevant…
Any other comments?
Situation
How did the client find Company?
What type of work are we doing for them?
Who did the work before Company?
What competitors do this same work (name 4-5)?
Work performed in India? Other location? (please explain)
Please provide any other information that may seem relevant…
Any other comments?
Business Needs
Please explain what the client’s goals were with this project?
Is this a typical service available from any provider?
Is there anything unique about this service? If yes please explain…
What were the client’s expectations?
What were their concerns?
What fears did the client have about using Company services?
What are of this industry originated the original work request? (specifically….Finance, accounts payable, customer service, etc.)
Please provide any other information that may seem relevant…
Any other comments?
Solution Approach & Delivery
What did we offer/propose to do?
Tell us about the delivery, How we did it, the end results?
How did Company overcome those fears? Specifically what did we provide the client that convinced the client that Company was the right choice?
What kind of evidence does a client like this need to help facilitate their decision?
Do we have evidence that supports Company as the clear choice above our competitors?
Is there a different between Company approach to this project and the approach our competitors would have used? If so can you identify the difference in detail?
Please provide any other information that may seem relevant…
Any other comments?
Systems & Tools Used
What helped us to do it?
Was anything developed specifically for them? (Proprietary tools, processes, procedures, etc.)
Special connectivity/communication requirements if any?
Please provide any other information that may seem relevant…
Any other comments?
Service Overview
List all the facts (anything quantifiable…numbers, figures!!)
Project start date?
How many transactions on average were performed?
How many Companyians involved?
Increase in team size?
Provide some specific reports that quantify the data?
Please provide any other information that may seem relevant…
Any other comments?
Key Challenges
How does the rest of the industry solve this problem? Or do this work?
What was difficult for them?
What was difficult for us?
Anything that had to be overcome?
Problems or issues that occurred? How we resolved the issue or problem?
Please provide any other information that may seem relevant…
Any other comments?
Benefit
How did our services benefit the client? (Financially, organizationally, resources)
Did we help eliminate/overcome any fears/concerns?
Did we reduce their operating expense?
Did we exceed their cost reductions?
Did we provide any value add? If so what and how and the benefit ($)?
Please provide any other information that may seem relevant…
Any other comments?
Testimonials
Specific thanks, appreciation or recognition for anything anyone did well.
Testimonials from the client available?
Has the client offered to validate our performance?
Who is our contact with the client?