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The Case for the Case Study

It’s easy to tell people how great you are. You just say “Hey! I’m great! This is what I do. It’s awesome.” But, that’s pretty ineffective, not to mention a little bit arrogant. It’s time to put on your fancy lawyer hat and corroborate your argument.

With a case study.

“Case study” is a vague term that means different things to different people. You might call them white papers or reports or analyses, but the name doesn’t matter. The goal of a case study is to powerfully convey the effectiveness of your company, and this requires specific elements.

  1. Face the facts. These are the opposite of opinions. It sounds simple, but when you’re looking at your own fantastic accomplishments, the lines can be easily blurred. And, If you work in marketing, it can be difficult to lose your persuasive flair. Cut the clutter and use real numbers, data and figures. The more specific you can be about your results, the better.
  2. Be quantitative AND qualitative. As we mentioned above, numbers are key – but they aren’t everything. What do the numbers mean and what indication do they have on the success of your company? Qualitative reporting explains the ‘how” and “why” to the more quantitative “what,” and gives the people reading your case study a clearer picture of your business’ strengths.
  3. Go off the charts. Reading numbers and figures in paragraph form is boring, and in a world where everything can be represented in a clean and shiny infographic, it’s important to put some time into how you display your information. Something as simple as a pie chart can go a long way in simply displaying your data, so don’t underestimate the power of a picture.

  1. Tell a story. Everything is better when there’s a cohesive narrative. Define a problem, explain how you addressed it and give thorough results. It doesn’t need to be fancy or lengthy – but it should be interesting and detailed. Feel free to break it up into small paragraphs with headings or subtitles.
  2. Avoid jargon.The people reading your case study aren’t necessarily the people in your industry. Don’t speak a language they can’t understand. If you need to use words that others might not be familiar with, be sure to define them.

Once you’ve put your case study together, don’t hide it in a file cabinet. Post it on your website, share it in business meetings and make sure your employees have copies. The more you and the people you work with know what you can do, the more your company or organization will prosper.

Case studies may sound kind of boring, but they’re one of the best sales tools you can find. And you know what they say… case studies are only as boring as you make them. Trust us, they say that.

@ShearCreativity: