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How To Prepare and Deliver a Business Case Presentation

No matter how junior or senior an individual is in an organization, there will always be times when they need to convince others why they should fund them, choose them, or do anything else they want them to do. Sometimes an informal, but convincing, argument is enough. Often, it isn’t. Those are the times you’ll need to prepare a business case in order to change their mind.

What is a Business Case?

A business case is a document that presents the costs, risks, and benefits of a particular initiative, justifies the investment , and pitches why decision-makers should approve of the recommendation. Students pursuing an  MBA with a specialization in marketing  are often asked to prepare different business case studies to improve their business forecasting and analytics skills.

Depending on your organization and endeavor, this will be anything from an informal document to a formal presentation before stakeholders. Regardless of the format, a business case aims to convince people if a project or initiative is worth investing in and why one particular approach is better than others.

A Business Case Is Not a Project Proposal or a Project Plan

Don’t get a business case mixed up with a project proposal . While they have similar goals and will cover some of the same topics, they’re not quite the same thing. A project proposal focuses on what a project is, delving into many of the details like deliverables and timelines. They are also different from project plans , which explain how a project will be executed and have much more detail. A business case, on the other hand, is about why people should invest in your initiative.

When You Should Create a Business Case Presentation?

You should create a business case presentation any time you need to convince a manager or stakeholder to make a decision, where an informal conversation is not appropriate or enough.

Common reasons to create a business case presentation:

• Asking for new funding, more funding, or a continuation of funding
• Changing the scope of a project
• Starting a new project
• Requesting a policy change
• Asking for an exception to a rule
• Adding resources to a project or team

How to Create a Business Case Presentation?

While you might be eager to jump in and share the initiative you believe in, it’s a good idea to step back and make sure you prepare a solid case. The more concrete details, facts, and figures you have, the stronger your business case will be. The main sections of a business case will be the context of the situation, problem statement, opportunities, financial analysis, and solution description.

If you’ve never made a business case presentation before, consider using a business case template or try our AI presentation maker to help guide you through each step. Here’s a short summary of each of the parts of a convincing business case presentation.

Step 1. Establish Context about the Current Situation

Not all audience members will immediately know what the current situation is leading up to your initiative. Briefly lay out the background of the idea. Note that this isn’t the problem statement, which will follow.

Step 2. State the Problems

This slide is where you can impress upon your audience the importance of the problem, and therefore, why the solution you’ll soon present is necessary.

When describing the problems, think about the direct and indirect effects of the situation, as well as the internal and external implications. Include statistical analysis if you’re already seeing negative effects because of the situation.

Step 3. Evaluate Opportunities

Your solution needs to be directly related to the stated problem. Here you can list, side-by-side, the opportunities you foresee to address problems. This section is a segway from your problem to your solution.

Another way to present this section is to analyze potential causes of the previously stated problem. This would then be the step to introduce the possible approaches, before settling on the one you’ve chosen to pitch.

Step 4. Analyze Finances

The numbers are probably the most important thing on stakeholder’s minds. They can make or break your business case. Present the current financial situation and compare it to the numbers you could be achieving if they choose to fund your initiative. Additionally, emphasize the potential for increased revenue through the implementation of a recurring payment system , which can provide a steady stream of income for your business.

Step 5. Describe Solution

Now that you’ve impressed the need for a change on your audience, it’s time to propose your solution. The format of your solution description will depend on what kind of decision you’re promoting. Generally speaking, you’ll want to briefly outline what needs to be done, how it will be done, who will do it, and when it will be done. Let’s look at sample solution formats for each of the examples from the introduction:

• Convincing the project manager to add you to a team: List the skills you have, how they relate to the needs of the project, and what you’ll be able to achieve once part of that team.
• Convincing your boss to commit time to fixing a product issue: List how you can fix the issue, how much time it will take, how many resources it will take, and how much it will cost, especially when compared to the alternative.
• Convincing HR to give an employee a raise: List how much of a raise your employee will need, any other non-monetary benefits that could work, and the advantages of retaining that talent.
• Convincing the board to open a new office: This initiative is clearly much more complex than the previous examples, which means it will require a much more in-depth business case document. However, in the business case presentation, you can list the costs, forecasted ROI, resources needed, and potential benefits of opening up the satellite office.

10 Tips for Presenting Effective Business Cases

• Use unique and attention-grabbing visuals. Chances are a board of directors or management team has seen a lot of business cases. Make sure yours doesn’t look just like everyone else’s.
• Clearly state your recommendation and required investment.
• Don’t shy away from costs and risks.
• Evaluate various scenarios when presenting your solution.
• Don’t forget to practice presenting your business case when preparing the documentation.
• Use an appropriate story alongside facts and figures to hook your audience, as recommended by the Harvard Business Review . 
• Don’t add too much data to your PPT slides. Remember that the rest of your details will be in the business case document.
• Involve your audience by making eye contact, mentioning specific examples they may have heard about or been involved in, and even making appropriate jokes.
• Brainstorm potential questions your audience may ask and incorporate them into your presentation. 
• Prepare both a long version and a short version of your business case presentation. You might be expecting an hour to pitch your idea to stakeholders, but you might just get a few minutes while walking down the hall to an emergency meeting.

Conclusion: Do Your Initiative Justice

You have a good idea. Maybe it’s a project you really believe in, a decision that just has to be made, or a strategy that will change the game for your organization. Whatever the case, your initiative won’t get approval if you communicate it ineffectively. Create a convincing business case and present it effectively and you’ll see decisions going your way in no time.

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[Updated 2023] Top 10 Templates to Propose a Winning Business Case

Nawsheen Muzamil

What is more important for you as a business owner; staying afloat and amassing regular profits or becoming competitive and aiming for higher company turnovers?

If you are searching for a context to state the right answer, then congratulations, you have the correct business etiquette.

In the business world, sometimes growth implies thriving while the mediocre lose stamina and become a memory. Yet, at other times, hustle is the rule of time, and a hint of passiveness can become the downfall of the century. In such scenarios, it is the intuition that guides ventures to be known for their campaigns, product launches or ambitions as quirky as inhabiting Mars.

Pertinently, your goals are the visions that make you prioritize some projects over others. A current state assessment will thus help you align projects in the order of their domination. But how do you propose such an idea to your team, your seniors, and most importantly, the stakeholders? That’s where a business case assumes importance. A business case is a document encompassing the details of your well-researched project proposal comprising:

• The risk and the perks 
• The budget and the ROIs.
• The main proposition.

Once all this information is set straight, it must then be passed on to the relevant audience to acquire their nods and awareness. Upon their agreement, your project plan will be put into action or prioritized (if other functional projects or campaigns are in order.) 

Apropos, we present the top choice of business case templates that will help you deliver professionally and guide you in pursuing your well-planned growth strategy. The following section comprises complete decks, single slides, and one pager with which you can create an impressive presentation. Read on to discover them!

Template 1: Business Case Study PPT Template

Are you tired of struggling to create an effective business case study presentation? Look no further! Our Business Case Study PPT Template is here to help you make a strong case for your business and showcase the value you bring to the table. Our template addresses a major problem that your business can solve and helps you highlight the benefits your business provides. With our template, you can showcase your increased efficiency, improved customer engagement, better decision-making, and financial savings, all in a visually stunning and engaging presentation. Our PPT Presentation saves you time and effort and impresses your audience with its professional design and compelling content. Whether you're presenting to investors, stakeholders, or your team, our template will help you communicate your message with clarity and confidence. Get it now.

Download this template

Template 2: Business Case Study Summary Highlighting Problem and Solution PPT Design

Take your business to the next level and showcase your success as a leader in your industry with the help of our Business Case Study Summary PPT Template! It helps you present a powerful case study summary highlighting the significant problem your business addressed, your approach, the action plan you followed with step-by-step solutions, and real customer testimonials. With our template, you can demonstrate your expertise and leadership in your industry and set your business apart from the competition. Download now.

Template 3: Business Case Evaluation PPT Deck

Presenting the first choice of business case deck to help you convey your proposal effectively and thoroughly. A compilation of 12 slides with models, scorecards, risk evaluation sheets, and graphs, this is a great template to impart factual and visual comprehension to your project proposal. Download this template to help your audience explore all the dimensions of your project.

Template 4: Business Case Outline PowerPoint Example

This is an introductory slide to encase your full-fledged business case. It comprises the executive summary, the market overview, industry position and competition, sales, financial forecast, etc. Use this slide as a base to then elaborate on these headings to create an independent, customized business case.

Template 5: One-Page Business Case Template 

This is a one-page business case template to showcase your project's crucial details. Use a combination of facts, graphs, and infographics to create an impressive awareness of your proposal. Elucidate your business goals, expenses forecasted, business strategies, acquisition, and retention in this one-slider PPT template.

Template 6: Project Management Business Case Template

This is another business case example from the category of one-pagers to gain a nod from your stakeholders. Comprising facts, graphs, and infographics it helps create an impressive awareness of your proposal. Share details about your key objectives, factor analysis, action plan, potential risks, cost projections, etc, in this one-slider PPT template. Download this PPT template now.

Template 7: Business Case Summary PPT Slide 

This is an example of a colorful single-slide presentation to record your business case. Justify the viability of your project plan that takes into account the resources, risks, and ROIs involved by utilizing this slide. State your business goals and specify the timeline for achieving them with your project.

Template 8: Business Case For Hiring New Staff PPT

If your business is revamping and needs to address all its previous projects and policies, here is a business case template that you can use. Propose your fresh-out-of-the-oven idea to increase hiring efficiency and make it smoother. Use this single slide template to deliberate on the eight-core facts, including the timescale, costs, and risks.

Template 9: Product Business Case PPT Template 

This is another example of a complete deck presentation rich in infographics and tables to convey a picturesque product business case. Use the thematic findings of this complete deck to get appraised. Demonstrate the estimation of finances, resources, and workforce required in your proposal using vivid graphics. Deploy this PPT presentation and start delivering engaging presentations.

Template 10: Executive Business Case Summary PPT  

This executive business case summary template will help you effectively propose a project to your team and stakeholders. Highlight the key takeaways from your proposal using this concise PPT template. Share your proposed project's business objective, business model, market, and financial standing using this single slide template.

We have served the best business case examples in the form of templates to help you dominate the meeting room like a boss and acquire admiration for your project idea! Let us know your comments on this guide and also your favorite template design! 

P.S: We also feel the need to share a guide on current state assessment with you to help you make better decisions when it comes to your company's growth and success. Read on to know more.

Related read: Why Current State Assessment Matters for Your Organization (Best PPT Templates Included) !

FAQs on Business Case Studies

What is a business case.

A business case is a formal document that outlines the justification for an investment in a specific business initiative or project. It provides a comprehensive analysis of the costs, benefits, risks, and expected returns associated with the proposed initiative or project. The purpose of a business case is to enable decision-makers to evaluate the proposed initiative or project objectively and determine whether it is worth pursuing or not.

How to write a business case?

Here are some general steps to follow when writing a business case:

• Identify the problem or opportunity:  The first step in writing a business case is to identify the problem or opportunity the proposed initiative or project aims to address.
• Define the objectives:  Once the problem or opportunity has been identified, define the objectives the proposed initiative or project aims to achieve.
• Conduct a feasibility study:  Conduct a feasibility study to determine whether the proposed initiative or project is viable and identify potential risks or challenges.
• Analyze the costs and benefits:  Analyze the costs and benefits associated with the proposed initiative or project, including financial and non-financial aspects. This analysis should be based on thorough research and data gathering.
• Develop an implementation plan:  Develop a detailed implementation plan, including timelines, resource requirements, risk mitigation strategies, and evaluation metrics.
• Write the business case document:  Write the business case document, including an executive summary, background, objectives, analysis, recommendations, and implementation plan.
• Review and finalize:  Review the business case document with key stakeholders to ensure it is accurate, complete, and persuasive. Make necessary revisions and finalize the document.
• Present and defend the business case:  Present and defend the business case to decision-makers, stakeholders, and any other relevant parties.
• Implement the initiative or project: If the business case is approved, implement the proposed initiative or project according to the plan outlined in the document.  

What are the four key elements that a business case should contain?

The four key elements that a business case should contain are:

• Background and justification:  This section should clearly explain the background of the proposed initiative or project and why it is necessary. It should also provide a brief overview of the current situation or problem that the proposed initiative or project aims to address.
• Business benefits:  This section should outline the potential benefits of the proposed initiative or project, both tangible and intangible. It should also include an analysis of the expected return on investment (ROI) and the time frame for achieving those benefits.
• Risks and challenges:  This section should identify the potential risks and challenges associated with the proposed initiative or project and describe how they will be mitigated or managed. It should also include a contingency plan if any risks materialize.
• Financial analysis:  This section should provide a detailed financial analysis of the proposed initiative or project, including the costs, benefits, and ROI. It should also include a comparison with alternative options to show why the proposed initiative or project is the best option.

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The Right Way to Present Your Business Case

• Carolyn O’Hara

Get key stakeholders on board with one effective presentation.

You’ve already put a great deal of work into preparing a solid business case for your project or idea. But when it comes to the critical presentation phase, how do you earn the support of decision makers in the room? How do you present your case so that it’s clear and straightforward while also persuasive?

• Carolyn O’Hara is a writer and editor based in New York City. She’s worked at The Week, PBS NewsHour, and Foreign Policy. carolynohara1

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10 Free Business Case Templates in PowerPoint & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Every great project kicks off with a solid plan. But before diving into that plan, you need a clear and concise business case to back it up.

Here’s some good news—we’ve got you covered with top-tier business case templates you can use in ClickUp and Word.

What is a Business Case Template?

What makes a good business case template, 1. clickup business case analysis template, 2. clickup business plan template, 3. clickup business plan document template, 4. clickup lean business plan template, 5. clickup case study template, 6. clickup case study design template, 7. clickup business analysis project plan template, 8. clickup business development plan template, 9. powerpoint business case template by slidemodel, 10. business case presentation template by 24slides.

Think of a business case template as your project’s passport. A business case template details the “why’s” and “how’s” of a project or proposed business change—its benefits, cost, risks, objectives, and more.

Whether pitching an idea or seeking approval, a business case template provides the structure you need.

A compelling business case template isn’t just about numbers; it paints a clear picture. It showcases benefits, draws attention to potential risks, and defines clear objectives.

Moreover, a solid business case template is versatile, user-friendly, and adaptable to various business needs. In fact, several business case templates use a similar structure to answer or address these areas:

• Executive Summary : It gives a brief overview of the project, the overall objectives, and expected outcomes
• Problem Statement : Clearly defines the problem you’re facing and what needs to be solved
• Proposed Solution : This outlines your proposed solution in detail and includes how it will solve the problem
• Cost Benefit Analysis : This provides a detailed breakdown of the associated costs with the solution and the potential financial benefits
• Project Timeline : Outline the timeline for implementing the solution, including key milestones—basically anything that will help the project manager keep things on track
• Risk Analysis : Identify potential risks and how they will be mitigated
• Conclusion : Summarize why the proposed solution is the best choice for the business

10 Business Case Templates to Use in 2024:

Below are our favorite business case templates on the market today.

Diving into a new project demands a solid foundation. And what better way to lay it than with a well-structured business case? But crafting such a document can be challenging. Enter ClickUp’s Business Case Analysis Template : your ultimate solution!

This business case template is your assistant to visualizing and comparing different approaches to a business problem swiftly, determining the viability of your project with a cost-benefit analysis, and pinpointing key factors to the success of your business case.

Use our business case template’s custom statuses to monitor the progress of your business case analysis, and create custom fields so you can approach that business case analysis systematically. You can view different facets of the business case analysis as a Doc View, a Gantt chart, a Calendar View, or simply a list of tasks.

Bring ClickUp’s full suite of project management tools to bear as you map task dependencies to feasible due dates, then track business case progress automatically using AI-powered automations. These features are part of what makes ClickUp some of the best operations management software available.

This business case template allows you to identify your business problem and outline your business objective in ClickUp Tasks. Then, brainstorm together in ClickUp Docs to identify potential solutions for your business case.

Finally, design your roadmap and assign tasks to the team. You can automatically monitor the progress on your business case with your custom statuses and set up regular check-ins on the project calendar.

Are you embarking on a new business case? Navigate seamlessly with ClickUp’s Business Case Analysis Template.

Every flourishing venture begins with a robust business plan. It’s not just about having an idea but charting a clear course to bring it to fruition. ClickUp’s Business Plan Template simplifies this journey, providing you an efficient route to outline:

• Crystal clear goals and mission
• Comprehensive strategy, along with an execution timeline
• Performance checkpoints, risk alerts, and success metrics

Envision it, and ClickUp’s template will guide you to actualize it!

Why is a Business Plan Template essential? With ClickUp’s Business Plan Template, you can:

• Zero in on your precise objectives and aspirations
• Profile your target audience and their sectors
• Highlight your edge over competitors
• Craft a strategy aimed at exponential growth
• Write an executive summary to give investors a high-level overview of all your research

This meticulously designed business case document uses custom statuses so you can navigate from in progress through the revisions stage and finally mark each task as “complete!”

Organize your tasks with custom fields, and switch between views to emphasize different information based on your priorities.

ClickUp’s robust project management package lets you tag multiple teammates, nest subtasks in larger tasks, and set priority indicators.

This business plan template is set up so you can brainstorm your objectives with your team in ClickUp Docs and then itemize your product’s unique selling point in ClickUp Tasks. Execute your objectives on time and budget with the help of ClickUp’s Gantt charts. At the end of your proposed project, revisit your accomplishments with ClickUp Goals to see where you hit the target and where you may need to revise your approach.

If business success is your destination, ClickUp’s Business Plan Template is your map.

Crafting an impeccable business plan can be an intricate journey, given its importance in rallying investors and stakeholders. But what if there was a tool to simplify and enrich this journey?

Meet ClickUp’s Business Plan Document Template , your ally in:

• Unifying your team towards a shared vision
• Amassing all critical data for an in-depth blueprint
• Centralizing materials for seamless accessibility

Embark on fresh undertakings or rejuvenate current ones; this free business case template molds your aspirations into executable steps. Begin your ascent towards achievement today!

This ClickUp template equips you with:

• Your project scope and a charted path laden with quantifiable goals
• Resource management tools to accomplish tasks for task accomplishment
• Proactive risk anticipation and mitigation strategies
• Instant, precise data retrieval and modification

Naturally, this template includes a Doc View, but as a project manager, you have options like Gantt charts, Workload Views, and Calendar Views to help you see at a glance the information that matters most to you.

Keep a tight grip on your project with advanced comment tracking and AI automations that make your workflow run smoothly in the background while you get more work done.

To get the most out of this template, start by gathering your business objectives, audience research, product offerings, and financial picture. You can use research management software to help with this stage. Then, you can use ClickUp’s Table View to lay out a clean, easy-to-read executive summary and your market assessment and financial appraisal for investors.

Aspiring to propel your business idea into reality but are hindered by the extensive demands of traditional planning? ClickUp’s Lean Business Plan Template is your savior.

Forge an efficient, succinct business strategy, offering:

• A bird’s-eye view of your enterprise
• Intuitive blueprints for devising a cogent business plan
• Incremental assistance for fleshing out each plan segment

Elevate your business cases quickly and affordably with ClickUp’s streamlined approach.

The template allows you to define your business, describe your target market, set budgets, and create goals.

Once that’s done, use custom statuses to monitor your progress toward achieving your goals. You can set reminders to check in on different areas of your business and use different views to check on your priorities, brainstorm additions to your business plan, or see a timeline of the tasks to be completed.

With ClickUp, turning your vision into a viable venture has never been more accessible. Simplify, strategize, and succeed.

Crafting an influential case study is an art of strategic organization and detailed execution. Enter ClickUp’s Case Study Template , your ultimate companion to orchestrate, frame, and present your research seamlessly.

Use this simple business case template to gather and consolidate data to support your case study and extract meaningful conclusions and takeaways from that information.

This approach to case studies gives you space to weave a real-world, impactful narrative that resonates with your audience. These stories are an important way to validate your sales propositions with concrete results. Telling others about your clients’ successes also builds trust with prospects.

You can brainstorm potential stories with ClickUp Whiteboards, then put your plan to paper with ClickUp Docs. After that, organize your writing process with an actionable task list.

The ClickUp AI writing assistant can help you turn your ideas into a cohesive story. Then, use ClickUp’s integrated email and collaborative editing tools to get final approval from the client.

A great case study stands tall in the realm of effective enterprise marketing tools . Let ClickUp be the wind beneath its wings.

Harness the power of compelling narratives with ClickUp’s Case Study Design Template , tailored for businesses keen on weaving success tales—a well-crafted case study not only shares successes but bolsters your brand credibility.

With this template, you can:

• Demonstrate problems your customer encountered and how your offerings emerged as the proposed solution
• Showcase tangible results, affirming the prowess of your product/service to potential clients
• Ensure an organized, standardized business process , ensuring brand-consistent design and presentation across all case studies
• Save precious time with streamlined research, design, and publication processes

Use this template to track the progress of your case study, seamlessly manage and visualize the data that will inform the case study, and incorporate ClickUp’s project management features like nested subtasks, multiple assignees, and priority labeling to make case study creation a breeze.

This template has space for you to define the goal for the case study, choose and describe your subject, collect all your data in a Table View, draft the narrative in ClickUp Docs, and then create a task list for marketing and promoting your case study. A communication plan template can also be a helpful tool for this stage.

With ClickUp’s innovative design template, crafting impactful case studies becomes an organized, efficient endeavor, enhancing your brand’s narrative prowess.

Embarking on a business analysis project requires meticulous planning, resource utilization , and clear objectives. ClickUp’s Business Analysis Project Plan Template is a tailored solution to navigate these complexities seamlessly.

This template is for you if you need to:

• Craft a bespoke business analysis plan aligning with your organizational goals
• Perform a risk assessment and create mitigation strategies
• Effortlessly adapt to changing scenarios and ensure timely project delivery
• Equip your project team to dive deep into business nuances, ensuring a holistic understanding of products, clientele, and operational facets

The ClickUp Business Analysis Project Plan Template lets you lay out the scope and objectives of your plan, identify key personnel and their roles, build an action plan, and then assign the necessary resources to achieve your goals on time and on budget.

Use ClickUp to assemble your team and assign them roles. You can document deliverables in ClickUp Docs along the way and tag significant milestones with ClickUp Tasks.

With ClickUp’s template, business analysis project planning is simplified and supercharged for optimal outcomes.

Crafting a robust business plan is the cornerstone of entrepreneurial achievement. With myriad tasks to manage and objectives to meet, a streamlined tool becomes imperative. That tool is ClickUp’s Business Development Plan Template —your ultimate companion in carving out a successful business trajectory.

With this template, you can set precise, achievable targets and track your progress toward achieving them. Document clear blueprints to meet your business aspirations, but use ClickUp’s collaborative tools to edit and iterate on those plans along the way.

The beauty of this template is it ensures all stakeholders are synchronized and aligned because you have defined actionable steps to use your resources effectively.

With ClickUp’s Business Development Plan Template, chart a course toward unparalleled entrepreneurial success!

Elevate your business presentations with SlideModel’s Free Business Case PowerPoint Template . Tailored for modern professionals, this dynamic template facilitates a comprehensive discourse on new business initiatives, elucidating their relevance, objectives, and potential returns.

This template is ideal for consultants, budding entrepreneurs, and SMEs aiming to pitch their project description or corporate strategy to stakeholders or investors.

It includes an engaging title slide, slides for introduction, problem statement, solution proposal, benefits, implementation, and key takeaways. You’ll enjoy the eye-catching human character vector graphics for sharp visuals, versatile infographic icons, and a wavy timeline chart to illustrate milestones.

The template has full editability across color palettes, backgrounds, and fonts. The template’s adaptability ensures its seamless integration into diverse presentations.

Although optimized for PowerPoint, you can also download versions that cater to Google Slides and Keynote.

In search of an impressive medium to present your business case? SlideModel’s template is a click away. For alternative designs, explore their featured Business Case PowerPoint Template collection. Secure your copy today!

Introducing the Business Case Presentation Template by 24Slides —a comprehensive toolkit for innovators and visionaries ready to revolutionize their organization. Every groundbreaking idea warrants a robust presentation that encapsulates its essence, both financially and technically.

Crafted with precision, this template offers an array of instrumental slides tailored to articulate your idea seamlessly:

• Clearly define your vision and the strategic goals you aim to achieve
• Delve deep into potential challenges, ensuring stakeholders are well informed and prepared
• Offer a lucid timeline, pinpointing milestones and mapping out your project’s trajectory

Every slide has been meticulously designed to foster clarity, conviction, and comprehensibility. With the 24Slides template, you are empowered to present a holistic overview of your idea, bolstering its feasibility and implementation potential.

For those committed to driving value and championing transformative ideas, this Business Case Presentation Template serves as the ultimate companion. Express, elucidate, and execute your vision with unparalleled finesse.

Why ClickUp Stands Out in the Business Tool Realm

Templates are great, but when combined with an intuitive platform offering robust project management features? It’s a game-changer.

ClickUp isn’t just a library of versatile business templates. It’s a comprehensive tool designed to streamline your projects, optimize communication, and enhance productivity.

From setting up workflows to collaborating with your team in real-time, ClickUp seamlessly integrates every aspect of project management.

So whether you’re drafting a business case, planning a project, or managing day-to-day tasks, ClickUp is your one-stop hub, combining utility with unparalleled efficiency. Dive into ClickUp today and experience the future of business management.

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Complete Business Case Presentation Template

Number of slides: 20

Whenever you have an idea that can improve your organization or deliver value in some sort of way, you need to put forward a business case. This type of documentation outlines your idea from all perspectives, including financial and technical. This slide deck has been designed to offer you templates to build a convincing case that can be easily implemented. There are multiple tools included in this presentation template, including the Business Objective Slide, the Risk Assessment Slide and the Delivery Timeline Slide, all which can help you express your ideas better.

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Free Business Case Presentation Template

Business objective slide.

This slide acts as the summary or introduction to your Business Case presentation. It needs to be both precise and concise, clearly stating the end-goal of your proposed project and the reasoning behind it. The following slides need to develop on the idea presented here, expanding on technical details and financial details.

Risk Assessment Slide

One of the most important slides when making a business case proposal is the risk assessment section. This slide presents risks and dependencies identified by you that show senior stakeholders the veracity of your project. Rather than having stakeholders identify and point out risks which you haven’t taken into consideration and jeopardise your credibility, do the work beforehand and propose solutions.

Delivery Timeline Slide

This slide showcases a proposed timeline for implementing the changes outlined in your business case. It needs to cover the affected business units and relevant stakeholders. The delivery needs to be split into individual milestones which are clearly laid out and can be easily tracked.

Articulate your ideas clearly

To build a convincing case, you must use appropriate language that denotes authority.

Do your research

Demonstrate your knowledge by showcasing how this business case can benefit the organization

Business cases need to focus on value added

Always keep in mind the end-goal of a business case

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Business case template.

• Created by ex-McKinsey & BCG consultants
• 300 PowerPoint slides & 3 Excel models
• 3 full-length, real Fortune500 case examples
• Business case for a new project, product, business unit or stand-alone venture

Trusted by thousands of teams

What you get in this template

• A comprehensive, end-to-end business case presentation based on proven frameworks created by ex-McKinsey and BCG consultants
• 300 PowerPoint slides organized in a complete storyline with best-practice slide-layouts, titles, and graphics
• 3 real-life full-length examples from Fortune500 companies so you can see how a business case is presented in other organizations
• Helpful checklist used in top-tier consulting firms
• Excel model and examples to support your business case

Our Business Case template is based on a proven framework

Our Business Case framework is built around the classic 3-step approach used by top tier management consultants in thousands of organizations across the world.

This template includes 300 slides based on proven frameworks, complete storyline with best-practice slide-layouts

“These templates have been a life saver for me and my team! We used to waste so much time trying to build slides based on old decks or PDFs. This is so much easier and looks much more professional.”

What can you use the Business Case template for?

The Business Case template includes a fully structured storyline complete with ready-to-use slides, as well as frameworks, tools, tutorials, real-life examples, and best practices to help you:

• Create and present a full business case for a new product line, business unit, innovation area or completely stand-alone business.
• Analyze and describe all necessary areas with associated hypotheses for what this new product/business/innovation should look like including value proposition, customer segments, business model and price point, IT setup, brand, team structure etc.
• Discuss all necessary areas with associated hypotheses related to how this new product/business/innovation should interface and integrate with the Group or main business(es) including positioning, data system integrations, governance etc.
• Analyze potential risks and possible mitigation tactics related to building and launching this new product/business/innovation including cannibalization, brand value etc.
• Present timelines and roadmaps for the new product/business/innovation.
• Analyze financials and create a detailed Excel business case with strategic KPIs and other important metrics.

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Our PowerPoint and Excel templates are 100% customizable, meaning you can change everything from colors to fonts to layouts to footnotes. Match templates to your company format and color schemes with just a few easy clicks and give it your own personal style.

Created by top-tier consultants

We’re a team of ex-consultants from McKinsey and BCG. Between us we have created thousands of presentations for every purpose and organizational level. Here we have distilled this experience into these templates for you so you can create similar best-practice, tried-and-tested presentations with none of the hassle.

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Free Business Case Templates for IT, Project Management, and More

By Kate Eby | June 25, 2018

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A business case helps stakeholders understand what you want to do, how your plan will benefit the organization, and if that plan is possible. A business case template provides a structure for researching and presenting a clear and comprehensive document.

In this article, you’ll learn what to include when you create your own business case , and find the ready-made, downloadable business case templates in Word and PowerPoint formats, like a one-page business case template , a construction business case template , and more.

One-Page Business Case Template

‌   Download Template in Word

Try Smartsheet Template   ‌

If you have a straightforward but costly proposal, use this short business case template to make a concise list of what you want to do, why you want to do it, how you want to do it, who benefits from the project, and anything that could hinder the project’s success. This template can also help form the basis of your project charter .

Project Business Case Template

Sometimes, it’s not easy to quantify benefits and disadvantages of a project. This project business case template includes a weighting scheme to create a score for each proposed option, and allows you to score risks.

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Construction Business Case Template

‌ ‌Download Construction Business Case Template - Word

This construction business case template includes sections for the many types of information and analysis a large construction project may require. It lists the types of documents needed to prepare for construction and includes detailed information on stakeholders and their interests. It also includes tables to help visually compare analyses. The project delivery or implementation details can form the basis for your project plan.

Simple Business Case Template

‌ Download Simple Business Case Template

This simple business case template in Word addresses all the essential areas needed in a business case. Add as much information to each section as is necessary, or include other sections to reflect your own organization’s requirements.

PowerPoint Business Case Presentation Template

‌ Download Business Case Presentation Template - PowerPoint

A simple Word document may provide a good way to document the reasons for, requirements of, and costs included in your business case. But visual representations can communicate vital facts quickly and may be necessary if you present your business case in a meeting. Use this template to visually communicate information.

IT Business Case Template

Download IT Business Case Template

For enterprise-level changes, a business case may be necessary to justify costs, resources, and effort. This IT business case template provides space to discuss why you require the change, how you will source the new solution, and how you will manage the migration and implementation.

Life Sciences Business Case Template

‌ Download Life Sciences Business Case Template - Word

In addition to the usual content sections in a business case, this life sciences business case template includes blocks for version control and revision tracking.

What Is a Business Case?

A  business case  (also known as a  business need ) defines a problem or opportunity, measures the effect of a project that solves a problem or exploits an opportunity, and clarifies the costs and benefits of a proposed plan.

You need a business case when you have to justify a resource or expenditure on a project. Through a well-considered business plan, stakeholders and investors can determine whether the enterprise should invest resources in the project. A business plan also provides a structure for presenting findings and recommendations. Moreover, it offers a way to determine if the project aligns with an organization’s strategic objectives. 

Although preparing a business case may seem like yet another document in a long chain of project management tasks, this front-loaded preparation is essential to the eventual success of any undertaking. When started before a project begins, a business case shows stakeholders — and even you — if the project is worth starting. It can reveal problems that could potentially waste time and other resources without yielding benefits. Without business cases, you have no way to prioritize projects. If you don’t clearly articulate the desired results before the project begins, investors and stakeholders can easily be dissatisfied or frustrated with the outcome. And, as the project progresses and ultimately concludes, you have no reference point for measuring achievement.

Inputs for a business case include such things as regulatory and legal requirements, changes in the market, and customer demand.

You can use a business case template as a guide so you remember to include all the necessary content. A template also offers formatting, so you don’t have to worry about layout and design. 

The Business Case and Business Case Template Writing Process

Poor preparation and a lack of senior management involvement often contribute to eventual project failure. A good case study can help you avoid these pitfalls.

Start by consulting key people, such as the finance department, to get accurate estimates and details of the current situation and an idea of what improvements would look like. In addition, remember to follow any pertinent company policies and procedures while preparing the business case and elaborating on the proposed project.

When writing the business case, consider these pointers for success:

• Write in the voice of your readers and stakeholders, but avoid jargon as much as possible.
• Communicate concisely regarding the essential content.
• Be interesting, even entertaining.
• Be clear about your goals and how they can benefit the organization.
• Limit the number of authors to keep the voice and style consistent.

The Main Elements of a Business Case Template

Your business case is intended to provide sponsors, stakeholders, and investors with a clear picture of the outcomes and benefits of your project. In general, a business case contains the following particulars about a project:

• A high-level summary
• Financial information about the costs and benefits
• Details of the scope
• Benefits and risks
• Information about how the project will be managed
• Measurements for success

A sample business case template is available here for the management certification guidelines used in the UK, Australia, and other countries. The number of sections and detail of your business case will vary with the complexity and scope of your intended project. Typical elements include most or all of the following:

• An Executive Summary: Particularly in government or formal business situations, the executive summary may be the only part of the document that stakeholders, investors, the media, and other interested parties read. An executive summary must convey what will be done, who will do it, how much it will cost, and how and who it will benefit — in one page or less. Another gauge for length is that it should take no longer than five minutes to read.
• Purpose: The purpose of the project describes the background of the business problem or opportunity. It details how the change envisioned (by completing the project) will improve the situation.
• Alternatives: Researching and describing viable alternative options to the recommended project will help provide a more vivid context for the recommended solution. Presenting alternatives will also demonstrate to stakeholders that you’ve given your project healthy consideration and that it was not chosen arbitrarily.
• Strategic Alignment: Explaining how your plan fits into and advances the overall strategic direction of the organization is crucial. Stating project goals and objectives in this context can strengthen your case.
• Organizational Impact: Discuss how the proposed project will change the organization. Consider any relevant departments, equipment, processes, or roles. Stakeholder analysis (i.e., understanding the current situation and the requirements of each stakeholder) can contribute to this picture.
• Assumptions and Constraints: Be clear about any anticipated resources or limitations. For example, if funding from one agency is certain, note that. If success depends upon implementing a new platform, note that. The list of assumptions may grow and change as the project progresses. You may also consider any interdependencies that might affect the plan.
• Benefits: Articulate the anticipated outcomes to show how the entire organization gains and improves from your project. Examples of benefits are more customers served, less eye strain for service reps at workstations, or a roof patch ahead of storm season.
• Schedule and Costs: Outline the plan with a brief timeline for project development and completion, including major milestones. For technology projects, provide an overview of the migration plan, if required. On the timeline, add a cost benefit analysis and budget, possibly even with ongoing maintenance costs.
• Risks and Opportunities: Risks describe what could happen to delay or prevent the completion of the project or raise the costs of the project. Depending on the scope of your project, complete your business case analysis by studying PESTLE factors (political, economic, social, technological, legal, and environmental). For each risk you identify, include a mitigation plan.
• Recommendation and Justification: State the preferred option and summarize its risks and costs as well as the justifying factors that recommend it.
• Governance and Progress Tracking: Describe who is responsible for managing the project and who is accountable for supporting it. Indicate how progress will be measured and reported.

You may also want to include signature blocks for approvers, a table with the sponsor name, the names of anyone providing support or expertise to the document, a table of contents hyperlinked to first- and second-level headings, an appendix for attached worksheets and other supporting documents, and a glossary of terms. To title the document, follow the naming conventions of your organization and provide a version number, especially if the project is complicated and the business case is likely to go through revisions.

Who Is Involved in a Business Case?

The project sponsor prepares the business case in cooperation with team members and subject matter experts from the applicable areas, such as IT or finance.

Some companies may have dedicated project management offices. In that case, the project management office prepares the business case. If an outside organization requests support, that entity prepares the business case. The project sponsor and interested parties review the business case. Based on the business case, the project may be approved, rejected, altered, or postponed.

Tips for Creating a Compelling Business Case and Business Case Template

A business case may seem to require a lot of information, but you can keep it simple if you keep a few things in mind:

• Define the strategic role and goals of the project early in the case study.
• Create context for the project by discussing its history and background.
• Show similarities between the proposed project and previous successful projects. Also, discuss important differences.
• Don’t just show fixes to problems. Find opportunities where possible and highlight them in your case study.
• State the benefits that will occur once the project is completed.

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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

helped business professionals at:

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:

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 .

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:

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?

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:

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. You can upload your own interactive elements or check stock image sites like Shutterstock, Adobe Stock, iStock, and many more. For example, Icons8, one of the largest hubs for icons, illustrations, and photos, offers both static and animated options for almost all its graphics, whether you need profile icons to represent different user personas or data report illustrations to show your findings.

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:

Streamline the design process

Creating a case study presentation usually involves wrestling with an AI 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.

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.

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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How to Write a Business Case (Template Included)

Table of Contents

What is a business case, business case template, how to write a business case, key elements of a business case, how projectmanager helps with your business case, watch our business case training video.

A business case is a project management document that explains how the benefits of a project overweigh its costs and why it should be executed. Business cases are prepared during the project initiation phase and their purpose is to include all the project’s objectives, costs and benefits to convince stakeholders of its value.

A business case is an important project document to prove to your client, customer or stakeholder that the project proposal you’re pitching is a sound investment. Below, we illustrate the steps to writing one that will sway them.

The need for a business case is that it collects the financial appraisal, proposal, strategy and marketing plan in one document and offers a full look at how the project will benefit the organization. Once your business case is approved by the project stakeholders, you can begin the project planning phase.

Our business case template for Word is the perfect tool to start writing a business case. It has 9 key business case areas you can customize as needed. Download the template for free and follow the steps below to create a great business case for all your projects.

Projects fail without having a solid business case to rest on, as this project document is the base for the project charter and project plan. But if a project business case is not anchored to reality, and doesn’t address a need that aligns with the larger business objectives of the organization, then it is irrelevant.

The research you’ll need to create a strong business case is the why, what, how and who of your project. This must be clearly communicated. The elements of your business case will address the why but in greater detail. Think of the business case as a document that is created during the project initiation phase but will be used as a reference throughout the project life cycle.

Whether you’re starting a new project or mid-way through one, take time to write up a business case to justify the project expenditure by identifying the business benefits your project will deliver and that your stakeholders are most interested in reaping from the work. The following four steps will show you how to write a business case.

Step 1: Identify the Business Problem

Projects aren’t created for projects’ sake. They should always be aligned with business goals . Usually, they’re initiated to solve a specific business problem or create a business opportunity.

You should “Lead with the need.” Your first job is to figure out what that problem or opportunity is, describe it, find out where it comes from and then address the time frame needed to deal with it.

This can be a simple statement but is best articulated with some research into the economic climate and the competitive landscape to justify the timing of the project.

Step 2: Identify the Alternative Solutions

How do you know whether the project you’re undertaking is the best possible solution to the problem defined above? Naturally, prioritizing projects is hard, and the path to success is not paved with unfounded assumptions.

One way to narrow down the focus to make the right solution clear is to follow these six steps (after the relevant research, of course):

• Note the alternative solutions.
• For each solution, quantify its benefits.
• Also, forecast the costs involved in each solution.
• Then figure out its feasibility .
• Discern the risks and issues associated with each solution.
• Finally, document all this in your business case.

Get your free

Use this free Business Case Template for Word to manage your projects better.

Step 3: Recommend a Preferred Solution

You’ll next need to rank the solutions, but before doing that it’s best to set up criteria, maybe have a scoring mechanism such as a decision matrix to help you prioritize the solutions to best choose the right one.

Some methodologies you can apply include:

• Depending on the solution’s cost and benefit , give it a score of 1-10.
• Base your score on what’s important to you.
• Add more complexity to your ranking to cover all bases.

Regardless of your approach, once you’ve added up your numbers, the best solution to your problem will become evident. Again, you’ll want to have this process also documented in your business case.

Step 4: Describe the Implementation Approach

So, you’ve identified your business problem or opportunity and how to reach it, now you have to convince your stakeholders that you’re right and have the best way to implement a process to achieve your goals. That’s why documentation is so important; it offers a practical path to solve the core problem you identified.

Now, it’s not just an exercise to appease senior leadership. Who knows what you might uncover in the research you put into exploring the underlying problem and determining alternative solutions? You might save the organization millions with an alternate solution than the one initially proposed. When you put in the work on a strong business case, you’re able to get your sponsors or organizational leadership on board with you and have a clear vision as to how to ensure the delivery of the business benefits they expect.

One of the key steps to starting a business case is to have a business case checklist. The following is a detailed outline to follow when developing your business case. You can choose which of these elements are the most relevant to your project stakeholders and add them to our business case template. Then once your business case is approved, start managing your projects with a robust project management software such as ProjectManager.

1. Executive Summary

The executive summary is a short version of each section of your business case. It’s used to give stakeholders a quick overview of your project.

2. Project Definition

This section is meant to provide general information about your projects, such as the business objectives that will be achieved and the project plan outline.

3. Vision, Goals and Objectives

First, you have to figure out what you’re trying to do and what is the problem you want to solve. You’ll need to define your project vision, goals and objectives. This will help you shape your project scope and identify project deliverables.

4. Project Scope

The project scope determines all the tasks and deliverables that will be executed in your project to reach your business objectives.

5. Background Information

Here you can provide a context for your project, explaining the problem that it’s meant to solve, and how it aligns with your organization’s vision and strategic plan.

6. Success Criteria and Stakeholder Requirements

Depending on what kind of project you’re working on, the quality requirements will differ, but they are critical to the project’s success. Collect all of them, figure out what determines if you’ve successfully met them and report on the results .

7. Project Plan

It’s time to create the project plan. Figure out the tasks you’ll have to take to get the project done. You can use a work breakdown structure template  to make sure you are through. Once you have all the tasks collected, estimate how long it will take to complete each one.

Project management software makes creating a project plan significantly easier. ProjectManager can upload your work breakdown structure template and all your tasks are populated in our tool. You can organize them according to your production cycle with our kanban board view, or use our Gantt chart view to create a project schedule.

8. Project Budget

Your budget is an estimate of everything in your project plan and what it will cost to complete the project over the scheduled time allotted.

9. Project Schedule

Make a timeline for the project by estimating how long it will take to get each task completed. For a more impactful project schedule , use a tool to make a Gantt chart, and print it out. This will provide that extra flourish of data visualization and skill that Excel sheets lack.

10. Project Governance

Project governance refers to all the project management rules and procedures that apply to your project. For example, it defines the roles and responsibilities of the project team members and the framework for decision-making.

11. Communication Plan

Have milestones for check-ins and status updates, as well as determine how stakeholders will stay aware of the progress over the project life cycle.

12. Progress Reports

Have a plan in place to monitor and track your progress during the project to compare planned to actual progress. There are project tracking tools that can help you monitor progress and performance.

Again, using a project management tool improves your ability to see what’s happening in your project. ProjectManager has tracking tools like dashboards and status reports that give you a high-level view and more detail, respectively. Unlike light-weight apps that make you set up a dashboard, ours is embedded in the tool. Better still, our cloud-based software gives you real-time data for more insightful decision-making. Also, get reports on more than just status updates, but timesheets, workload, portfolio status and much more, all with just one click. Then filter the reports and share them with stakeholders to keep them updated.

13. Financial Appraisal

This is a very important section of your business case because this is where you explain how the financial benefits outweigh the project costs . Compare the financial costs and benefits of your project. You can do this by doing a sensitivity analysis and a cost-benefit analysis.

14. Market Assessment

Research your market, competitors and industry, to find opportunities and threats

15. Competitor Analysis

Identify direct and indirect competitors and do an assessment of their products, strengths, competitive advantages and their business strategy.

16. SWOT Analysis

A SWOT analysis helps you identify your organization’s strengths, weaknesses, opportunities and threats. The strengths and weaknesses are internal, while the opportunities and threats are external.

17. Marketing Strategy

Describe your product, distribution channels, pricing, target customers among other aspects of your marketing plan or strategy.

18. Risk Assessment

There are many risk categories that can impact your project. The first step to mitigating them is to identify and analyze the risks associated with your project activities.

ProjectManager , an award-winning project management software, can collect and assemble all the various data you’ll be collecting, and then easily share it both with your team and project sponsors.

Once you have a spreadsheet with all your tasks listed, you can import it into our software. Then it’s instantly populated into a Gantt chart . Simply set the duration for each of the tasks, add any dependencies, and your project is now spread across a timeline. You can set milestones, but there is so much more you can do.

You have a project plan now, and from the online Gantt chart, you can assign team members to tasks. Then they can comment directly on the tasks they’re working on, adding as many documents and images as needed, fostering a collaborative environment. You can track their progress and change task durations as needed by dragging and dropping the start and end dates.

But that’s only a taste of what ProjectManager offers. We have kanban boards that visualize your workflow and a real-time dashboard that tracks six project metrics for the most accurate view of your project possible.

Try ProjectManager and see for yourself with this 30-day free trial .

If you want more business case advice, take a moment to watch Jennifer Bridges, PMP, in this short training video. She explains the steps you have to take in order to write a good business case.

Here’s a screenshot for your reference.

Transcription:

Today we’re talking about how to write a business case. Well, over the past few years, we’ve seen the market, or maybe organizations, companies or even projects, move away from doing business cases. But, these days, companies, organizations, and those same projects are scrutinizing the investments and they’re really seeking a rate of return.

So now, think of the business case as your opportunity to package your project, your idea, your opportunity, and show what it means and what the benefits are and how other people can benefit.

We want to take a look today to see what’s in the business case and how to write one. I want to be clear that when you look for information on a business case, it’s not a briefcase.

Someone called the other day and they were confused because they were looking for something, and they kept pulling up briefcases. That’s not what we’re talking about today. What we’re talking about are business cases, and they include information about your strategies, about your goals. It is your business proposal. It has your business outline, your business strategy, and even your marketing plan.

Why Do You Need a Business Case?

And so, why is that so important today? Again, companies are seeking not only their project managers but their team members to have a better understanding of business and more of an idea business acumen. So this business case provides the justification for the proposed business change or plan. It outlines the allocation of capital that you may be seeking and the resources required to implement it. Then, it can be an action plan . It may just serve as a unified vision. And then it also provides the decision-makers with different options.

So let’s look more at the steps required to put these business cases together. There are four main steps. One, you want to research your market. Really look at what’s out there, where are the needs, where are the gaps that you can serve? Look at your competition. How are they approaching this, and how can you maybe provide some other alternatives?

You want to compare and finalize different approaches that you can use to go to market. Then you compile that data and you present strategies, your goals and other options to be considered.

And then you literally document it.

So what does the document look like? Well, there are templates out there today. The components vary, but these are the common ones. And then these are what I consider essential. So there’s the executive summary. This is just a summary of your company, what your management team may look like, a summary of your product and service and your market.

The business description gives a little bit more history about your company and the mission statement and really what your company is about and how this product or service fits in.

Then, you outline the details of the product or service that you’re looking to either expand or roll out or implement. You may even include in their patents may be that you have pending or other trademarks.

Then, you want to identify and lay out your marketing strategy. Like, how are you gonna take this to your customers? Are you going to have a brick-and-mortar store? Are you gonna do this online? And, what are your plans to take it to market?

You also want to include detailed information about your competitor analysis. How are they doing things? And, how are you planning on, I guess, beating your competition?

You also want to look at and identify your SWOT. And the SWOT is your strength. What are the strengths that you have in going to market? And where are the weaknesses? Maybe some of your gaps. And further, where are your opportunities and maybe threats that you need to plan for? Then the overview of the operation includes operational information like your production, even human resources, information about the day-to-day operations of your company.

And then, your financial plan includes your profit statement, your profit and loss, any of your financials, any collateral that you may have, and any kind of investments that you may be seeking.

So these are the components of your business case. This is why it’s so important. And if you need a tool that can help you manage and track this process, then sign up for our software now at ProjectManager .

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How to Create a Business Case Presentation [Templates and Examples]

As an executive in an organization, there may come a time when you need to convince others to take certain actions – and you may have to do it formally, even if you have a very convincing verbal argument to present. In such a situation, what you need is a  business case presentation , which can be made easily using a business case PowerPoint template, some of which we’re going to mention here.

What is a Business Case?

A business case is a document containing all details of a specific initiative – the costs, benefits, and associated risks, and the ‘Why’. Why should the initiative be undertaken; why invest in it? MBA students are often assigned to prepare business case studies and present them, as it can help them in their marketing skills, improve their forecasting, and get better analytical skills.

There is no hard and fast rule for creating business case studies; it could be a simple, informal document, to a formal  business case template PPT  presentation in front of all the stakeholders. Whatever the format, the purpose is the same: convincing the audience about the feasibility and worth of a particular project and why a certain approach is preferred over others.

A Business Case Vs. Project Proposal Or Project Plan

A business case is not the same as a project proposal; true, both have almost the same goals and will cover roughly the same topics. However, they are not the same thing. A project proposal discusses several project details, mentioning budgets, milestones, deliverables, timelines, etc. Project plans contain even more details, explaining how someone will implement a particular project. A business case is for getting people to invest in your initiative. If your business case is accepted, you can draft the project proposal and plan.

When Do You Need a Business Case Presentation?

Presenting a business case  can be undertaken whenever you have to persuade management, customers, or other stakeholders to back your initiative and where an informal conversation simply will not do the job.

Here are some of the most common reasons that you may need to present a business case:

• When you need funding for a new project, you need extra funding for an ongoing project, or you need the funding to continue  
• The project scope has to be changed
• When you want to begin a new project
• To change the policy in an organization
• Asking for additional resources for a specific project or team
• Requesting to be granted an exception to a rule.

The Business Case Template

While the template will differ according to the purpose behind your presentation, there are some logical elements that your  business case template PowerPoint  needs, and can be broadly divided into:

• Executive Summary – read what this means here .
• Financials – how much will be required
• Defining the project – the background, benefits, limitations, objective, scope, assessment of risk, project approach, and more
• Organization of the project – the governance and reporting

How Do you Create a Business Case Presentation?

You can use a PowerPoint business case template if you have not prepared such a document before .  Doing this will simplify your job, guiding you through all the steps. To prepare a business case properly, first and foremost, you need to evaluate the following:

• A business opportunity or problem
• The risks and benefits associated with it
• Expenses, including an appraisal of investment
• How will your operations be affected
• Technical solutions required
• Does your organization possess the capabilities to successfully deliver the project’s desired outcomes?

Getting carried away with one’s idea, especially that which one is enthusiastic about and firmly believes in, is easy. It makes sense, therefore, to take a step back, view it dispassionately, and consider it from all angles. This will help you prepare a watertight case. You can make a strong case when you can work out or collect and present as many details as possible – including numbers. The problem statement, situational context, financial study, opportunities, and description of the solution form the bulk of the document. 

Let us now take a quick look at what you need to include in your  business case slide  to make it a convincing presentation:

1. Establishing the Context

Every person attending your presentation is not likely to know what the background is. Therefore, as the first step, explain what made you feel that such an initiative was required in the first place. This is why you should establish the context and explain the background as the very first slide of your business case presentation.

2. Problem Statement

This is the slide where you have to make your audience realize that there is a problem and stress the significance and magnitude of the problem. You must also explain the necessity of the solution you are about to present. Finally, you need to consider the ramifications the situation has – both direct and indirect, while you are talking about the problem, along with what they imply, internally and externally. If it is possible to do so, include statistics and analysis if you foresee negative consequences that the situation could cause.

3. Evaluating Opportunities

Your solution must be related to the problem you spelled out earlier. Along with it, you can mention the potential opportunities available that can help you resolve these issues. This slide or section is a transition area – from the problem, progressing toward the solution. You could also approach it in another way: assess the possible reasons which caused the problem you presented to the audience earlier; then you could introduce them to possible approaches and solutions, and finally, stress your chosen solution.

4. Financial Analysis

This is the most important thing occupying the minds of stakeholders for any business case or project. If you don’t do a thorough job here, your presentation may not have the impact you desire. Therefore, it is a good idea to first talk about the financial situation as it is at present and compare it to the possible outcome you can achieve if you receive funding from them for your solution or initiative.

5. Describing the Solution

This is the moment you’ve been waiting for; you have convinced the audience that there is a pressing need for change. This is where you talk to the audience about your solution. How you lay it out depends on the action you want the audience to take. You have to outline what has to be done, when it should be done, and who has to do it.

• If you’re trying to get the project manager to add you to a particular team, tell them about your skills, how they are relevant and even necessary for the project, and how you can contribute to the team’s success.
• If you want your manager to give you time to resolve issues with a product, you need to talk about the skills you possess that will help you fix the problem, the time and resources it will require, and of course, the expenditure that it will incur. It’s also good to detail the (not so favorable) alternative.
• Suppose you want to impress HR that an employee working for you needs a raise. In that case, you have to be specific about the amount of salary increase you think the employee requires, and any other benefits that could be given, like training, flexi-hours, etc.; you have to stress why that particular employee needs to be retained – their skills, experience, and more.
• If you want the management to start a new outlet or office at a different location, you have a lot of work to do. You need a detailed case document. You can look online for a suitable  business case PowerPoint template  to help you prepare for such a case. List things like the expected financial outlay, the forecasted returns, the resources you require, and the benefits your organization will enjoy from opening up the new outlet or office.

Tips for Presenting Effective Business Cases

Here are some tips that can help you present your business cases successfully.

• Make sure that the visuals you use are not run-of-the-mill ones. They should be unique and instantly catch the viewer’s attention. It is quite likely that your audience has already seen many business case presentations in their careers – don’t make them feel like they are seeing a business case presentation for the second time.
• Be clear about the financial requirement, the risks, and your recommendation. Be confident, and don’t falter or get flustered.
• It is important to be concise – don’t ramble; also, ensure you use a consistent style throughout your presentation.
• Make sure that when you’re presenting your solution, you assess different scenarios.
• You must practice presenting your case in front of an audience when preparing the documentation. Use a couple of trusted colleagues – or the mirror.
• It’s a good idea to narrate the entire thing as a story together with hard facts and numbers. After all, human beings, regardless of age and profession, love a good story.
• The document containing your business case will have all the minutest details. Therefore, avoid overloading your PPT slides with data. It will become monotonous and confusing for your audience. Check out these  business case PPT templates  to get a better idea.
• Connecting with your audience and engaging with them is crucial. Make eye contact, and try to include real-life scenarios they may have been part of or at least heard about. Narrate a few amusing anecdotes, if possible, to keep them interested.
• Consider what questions your audience will likely have for you, and be sure to include them in your presentation.
• Create a brief version and a lengthy version of your presentation. You may have to present the same case to different audiences, and the time available may vary – from a few minutes to about an hour. It’s a good idea to be prepared for both.

There you go – all set to deliver a killer of a business case presentation! We have done our best to include everything possible to help. Do you have any more tips for creating the perfect presentation for your business case? Let us know!

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How to Write a Business Case (with Examples & Template to Help)

You have a great idea. Now, you want to gather an expert team and show stakeholders that your project is viable.

But how exactly do you do that?

Before your idea is approved, you need to cover how you will finance and sustain your project. That’s where a business case comes in.

A business case shows key stakeholders exactly how you will execute your idea. It’s important because research shows that ineffective business cases can cause projects to fail .

In this post, we’ll break down everything you need to build a business case that will impress your stakeholders and help your project succeed. We’ll even provide a few examples and give you a template to help.

What is a Business Case?

Business cases often accompany or follow a project proposal and help show why your project is worth the company’s or client’s time, money, and resources.

When writing a business case, always define the scope and include an executive summary, detailed info about finances, and an overview of the project’s structure. Each member of the project team should contribute to the business case.

Overall, the business case should be concise and only include relevant information. It should cover the benefits, costs, potential risks, and an assessment of how the team will handle any setbacks.

The Most Important Components of a Business Case

A business case should convince key stakeholders of the importance and viability of your project. Be sure to include these things to create an effective business case:

An executive summary, which is a concise overview of your project’s definition and goals. Use this section to briefly explain the problem and how you’ll solve it.

The problem statement. Although you already addressed it in the executive summary, take some time to dive deeper into the problem. Share any relevant research that helps frame the problem as a story, and make sure you draw a strong connection to the company’s goals or mission.

Share any relevant research that helps frame the problem as a story, and make sure you draw a strong connection to the company’s goals or mission

An analysis supported by research and data to show the project is necessary. This is also a good place to include information about the team members involved in the project.

A projection of financial needs. Explain how much money you need and exactly how it will be used. This is one of the most important parts of the business case.

A strong recommendation. Explain the project you’ve chosen to pursue and why you think this is the best solution. You should also address the risks for this recommendation.

Discussion of other possible options. Offer multiple solutions to the problem. The key stakeholders will review your data and business case to help decide the best course of action.

Business Case Examples

Before you write your own business case, let’s look at a few examples.

This example from Expert Program Management is a concise and effective business case. It includes an executive summary, financial information, analysis, and risks. It could be used for a business case in any industry. This quick overview is a great option to send to key stakeholders before meeting to discuss the project further.

In some cases, you need a longer document to present your business case. This sustainability business case from the National Environmental Education Foundation offers an in-depth look at the project. It includes detailed research and examples from other sustainability projects.

Making an Effective Business Case

A business case is an important part of a successful project. By creating a business case, you show key stakeholders exactly how you plan to solve a problem.

Download the template above as a guide for a business case for your next project. As you work on your business case, focus on explaining your solutions and how you will work toward the goal throughout the entire project.

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

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

Written by: Danesh Ramuthi Sep 07, 2023

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

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

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

Click to jump ahead: 

What is a case study presentation?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Let’s get into it. 

Open with an introductory overview 

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

Explain the problem in question

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

Detail the solutions to solve the problem

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

Key stakeholders Involved

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

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

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

Discuss the key results & outcomes

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

Include visuals to support your analysis

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

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

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

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

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

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

Recommendations and next steps

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

Acknowledgments and references

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

Feedback & Q&A session

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

Closing remarks

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

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

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

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

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

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

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

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

1 . Lab report case study template

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

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

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

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

2. Product case study template

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

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

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

3. Content marketing case study template

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

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

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

4. Case study psychology template

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

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

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

5. Lead generation case study template

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

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

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

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

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

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

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

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

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

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

Overloading with information

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

Lack of structure

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

Ignoring the audience

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

Poor visual elements

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

Not focusing on results

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

How to start a case study presentation?

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

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

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

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

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

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

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

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

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

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

How do I conclude a case study presentation effectively?

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

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

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

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

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

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

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

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

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

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

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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20+ Best Free Business Case Study PowerPoint PPT Templates Downloads

Are you struggling to present your business case studies in a PowerPoint presentation? Are you having a hard time creating a professional design that catches your audience's attention?

Detail your case study in great detail with premium case study PowerPoint templates. A case study template for PPT will help you quickly create a case study presentation. 

We'll share case study PowerPoint template free designs. You'll also see top-selling case study templates for PPT available on Envato Elements.

Grab a case study template today and take your presentations to the next level!

5 Best-Selling Premium Case Study Templates PPT on Envato Elements (For 2023)

There are tons of amazing-looking case PowerPoint templates on Envato Elements. When you turn to a business case template PPT, you’ll enjoy pro styling and designs. It’s your best bet in 2023!

To help you get started, we’ve showcased five of the top PPT of case study designs on Elements:

1. Case Study PowerPoint Presentation

This is one creative case study PowerPoint. It's got a beautiful overlay of elements on all the slides and even has infographic slides. There are also tons of icons that you can choose from to add to any one of the slides. 

Here are the main features for this case study template for PPT:

• 5 color variations
• 125+ total slides
• free fonts used
• animations and transitions implemented

2. Business Case Study Slides PowerPoint Template

This is a minimalist and modern-looking case study PPT template. It's got a red color scheme with many drag-and-drop image placeholders. The font used in this theme looks incredible and will translate well for your case studies. If you need a fully editable and simple template, this one's for you.

Top PPT of case study designs like this are loaded with features. Here's what you can expect from this case study template for PPT:

• 26 premade slides
• fully editable
• resizable and editable graphics
• 16:9 aspect ratio

3. Case Study Google Slides

This is one stunning-looking case study PowerPoint template. It features a blue color scheme and a modern design. There are many abstract shapes on various slides that give the template a more modern look and feel. There are even slides that contain charts and graphs. 

Here are the main features for this PPT of case study design:

• 20 unique slides
• free fonts & Icon fonts

 4. Business Strategy Presentation Template

Here's a stunning case study template PPT with your project needs in mind. This one focuses on a strategic case study for your business. It's built to share imagery, charts, and graphics that give audiences the key details they need. 

With this business case template PPT, you’ll enjoy:

• 26 animated slides with custom layouts
• easy-to-use image placeholders for your favorite photos
• resizable illustrations and graphics
• free fonts used throughout 

5. Brand Proposal Presentation Template

Your brand can benefit from case studies to demonstrate its impact to an audience. This template is purpose-built, with 20 brand-focused slides inside. A case study PowerPoint template like this is targeted towards creative industries to share how they market to the world. 

Launch the business case template PPT and you’ll get these key features:

• widescreen 16:9 slides
• overview, intro, and timeline designs to share milestones
• ample room for portfolio images
• elegant, modern colors
• fully editable data infographics on many slides 

20 Top Free Business Case Study PowerPoint PPT Templates to Download (2023)

Are you trying to find a business case study template for PPT free? While free templates might seem like a good deal, they often don't have the same flexibility as professionally designed case study PPT designs.

There's another choice for PPT of case study options. Here's the deal:

Every month Envato Elements offers 12 different hand-selected files, (fonts, presentations, videos, and more). Create a free account to download this month's free premium files now.

Are you still looking for a low-budget case study template for PPT? Here are the best business case study PowerPoint templates free downloads we could find:

1. Free Company Meeting PowerPoint Template

Free Company Meeting PowerPoint Template has an image of a businessman checking time and meeting schedule and arrangements for trade deals. This business case study template PPT for free is 892 Kb has a 4:3 aspect ratio.

2. National Business PowerPoint Templates

National Business PowerPoint template is a free case study template for PPT with a world image and a zoom design focusing on Europe. The file size is 1.6 MB.

3. Free Development PowerPoint Template

Free Development PowerPoint Template is a business case study PowerPoint template free download with a tag cloud illustration and gears in the background of the slide. The file size is 724 Kb.

4. Cooperation Process PowerPoint Templates

This free case study template for PPT has a handshaking image. The presentation contains twenty-five slides.

5.  Free Go-To-Market Strategy PowerPoint Template

This business case study template PPT for free has a blue background with a few colorful abstract shapes. There's an image of many hands coming together to show teamwork on the cover. 

6. Formal Slides PowerPoint Templates

This free case study template for PPT has green shaded geometric shapes. There are twenty-one slides in this business case template PowerPoint.

7. Free Plan PowerPoint Business Template

This is a very basic free case study PPT. It's got a gray background with a pencil and blueprint graphic on the bottom left corner. 

8. Analysis Consultant PowerPoint Templates

This case study presentation template for free has three master slides. The page size is 1024px x 768px and is 451 Kb download size.

9. Free Consultation PowerPoint Template

This template has business men and women graphics in the background. The template has a wood graphic background.

10. Business Work PowerPoint Templates

 This case study presentation template for free has a world globe image with an arrow shape to show a business background. Included are three master slides.

11. Free Corporate Presentation with Curves PowerPoint Template

This is a very basic presentation template. It's got abstract curve graphics in the background. The template was downloaded 178k times. 

12. Dark Blue Stripes

Included are twenty-five different slides in this template. The template is fully editable. 

13. Free Conference Room PowerPoint Template

The template features a conference room image on the main slide. The download size is 443Kb.

14. Upward Arrows

Included are thirty-five slides in this business case study template PPT for free. The business case template PowerPoint slides feature a pattern of upward arrows and green tones.

15. Free Consensus PowerPoint Template

This template is a very basic PowerPoint. It's got a 3D cube in the background. 

16. Geometric Corporate

This is a corporate style free case study template for PPT. This template features twenty-five different slides.

17. Industry 4.0 Revolution PowerPoint Templates

There are drag-and-drop image placeholders in this case study PowerPoint template (free.) The aspect ratio of the slides is 16:9. 

18. Double Exposure Business PowerPoint Templates

This  free case study template PPT contains vector graphics that are fully resizable. There are one hundred and thirty-five icons in this business case template PPT.

19. Premium Business

There are twenty-five slides in this free case study template PPT. All the slides are fully editable. 

20. City Buildings Business PowerPoint Template

This case study PowerPoint template free contains many charts. The aspect ratio of the slides is 16:9.

Still not sure how to make a great case study PowerPoint? We'll now go over a few tips that'll help you get the most out of your templates.

Best Case Study PowerPoint Templates on Envato Elements (With Unlimited Use)

Explore the hundreds of high-quality case study PowerPoint templates on Envato Elements. For one low monthly fee, download as many case study PPTs as you want.  

Case Study PPT Templates

You can also download all the other resources available on Envato Elements such as:

• presentation templates

All Elements design templates available come ready to use. They feature stylish designs and are fully customizable to help you make the best possible case study template in PPT.

Let's look at a few premium case study templates for PPT.

How to Make a Case Study PowerPoint Presentation Quickly

Sure, you can find a case study PowerPoint template free around the web. But to ensure a winning impression, you need to go premium. With a design from Envato Elements, you’ll enjoy unmatched styling. 

Premium templates shine because of their ease of use. In fact, you can customize them in just five quick steps! In no time, you’ll have your own business case template PPT ready to share with the world. Let’s learn how.

Want to follow along? Download the premium Ombar Creative Brief template from Envato Elements today.

1. Add Case Study PowerPoint Text

With a case study PowerPoint template open, it’s time to add custom text. Notice that on premium slides, you’ll see words already in place. These are placeholder text boxes, and they’re meant to save you a ton of time.

All you've got to do is remove the existing text and drop in your own words. 

To do this, click into a text box. Then, drag your cursor to select the contents. Finally, start typing. Your own words appear.

Simply repeat these easy steps across other slides to fill out your own case study in PPT for 2023. 

2. Customize Font Designs

When you’ve added text to your business case template PowerPoint, it’s time to style your font designs. It’s easy to forget that text is really a key part of your design aesthetic. But PPT makes it easy to adapt to your own tastes and project needs.

Begin by selecting text on a slide. Then, find the Home tab on PowerPoint’s ribbon. In the Font group, you’ll see an array of options.

For example, you can click on the drop-down menus to change the font size and style. Then, using the buttons, add cool font effects like italics, highlights, and more. 

3. Edit Shape Colors

A premium case study PowerPoint template like this includes a beautiful color palette. It’s an elegant design that fits any project well. But you don’t have to use it!

Thanks to premium templates and PPT features, you can easily edit shape colors to meet your needs.

To edit shape colors, begin by clicking on a shape or object to select it. You’ll see a tab appear on the ribbon: Shape Format . Click there, then choose Shape Fill.

From the color chooser, select a new shade to apply. Click on its thumbnail and watch the shape you've selected transform. It’s a powerful, fast way to bring your own sense of style to your favorite case study template PPT. 

4. Insert Photos and Images

No case study template PPT is complete without plenty of images. Photos let you show off the results your projects have achieved. And they add context to your goals and future plans. They’re an essential part of every top case study presentation in 2023 and beyond. 

Find a slide like #2 in the Ombar template deck. In the upper left, you’ll see an image placeholder. To add a photo, browse to a stored image file on your computer. Click on it, then drag and drop it onto the placeholder in PPT. 

PowerPoint instantly imports the photo, sized and scaled to be a perfect fit. It’s amazingly easy, and you can repeat on other slides as needed. 

5. Save Slides for Sharing

When you’ve finished editing your business case template PPT, it’s time to share it with the world. The goal here is to make your presentation accessible for your audience. You've got two options:

• saving your slides in PowerPoint format
• saving your slides as a PDF file.

Let’s look at both.

Begin by clicking File > Save As . Choose Browse , then give your file a name. Now, you can choose your format by clicking on the Save As Type drop-down. When you save a PowerPoint Presentation (.pptx) file, you’ll be saving and sharing a fully featured copy of your presentation.

You can also choose PDF from the dropdown. This keeps a static copy of your slides. But they’ll be more widely shareable, since a PDF file is viewable on almost any device. Consider your audience and project needs as you decide! 

Finally, click Save . In just five easy steps, you’ve learned how to customize a business case template PPT from scratch. Get started now!  

5 Quick Tips To Make Great Business Case Study Presentations in 2023

In this next section, we'll go over five tips to help you create your business case study presentation:

1. Give Background Information

Before you go into your case study, it's important to detail the current situation. Not all of your audience will understand the context of your case study, so you need to outline it first.

2. Include Charts & Graphs

The statistics that you provide for your case study are one of the most important parts of the presentation. Charts and graphs help you visually display your researched facts. Be sure to include these throughout the business case template PPT.

3. Evaluate From All Angles

A case study PowerPoint template isn't just about detailing your point of view. Detail other points of view and compare it with yours. This shows the audience that you've taken into consideration other points of view.

4. Collect Testimonials

Testimonials in your case study provide extra social proof and credibility to all the claims that you're making. Include these testimonials on their own slides in your case study template PPT.

5. Focus on the Story

Creating an engaging story from your case study helps your presentation. It'll give the audience more of an emotional connection to the case study. Be sure to use images in your presentation to help tell your case studies story. 

So far, we've covered many premium and free case study PowerPoint templates that you can download. If these templates don't fit your presentation, then check out the next section.  

Discover More Top Premium PowerPoint PPT Template Designs

Looking for even more case study PowerPoint templates? Check out the articles below to get access to even more best-selling PowerPoint templates. 

Still now sure how to get the most out of a case study PowerPoint template? Check out the resources in the next section. They show you how to leverage business case template PPT's.

Learn More About Making Great PowerPoint Presentations in 2023

Microsoft PowerPoint is a fully featured software. To help you get the most out of PowerPoint, be sure to take a look at the articles below. 

Get Your Case Study PowerPoint Template Today!

Making great case study PowerPoints couldn't be easier. If you start with a high-quality case study PowerPoint template, you're sure to get amazing results. 

If you need a regular supply of case study PowerPoint templates  and other design assets, then sign up for Envato Elements. It’s the best creative value in 2023. And it’s the top source for premium case study PowerPoint template designs.

What are you waiting for? Download your case study PowerPoint template now! Use your case study template PPT to tell a story that needs to be shared.

Editorial Note: This post has been updated with contributions from Andrew Childress . Andrew  is a freelance instructor for Envato Tuts+.

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Featured Reads

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• The beginner’s guide to writing an effe ...

The beginner’s guide to writing an effective business case

Nearly every project needs to be approved—whether that means getting the simple go-ahead from your team or gaining the support of an executive stakeholder. You may be familiar with using a project plan or project charter to propose a new initiative and get the green light for a project. But if your proposed project represents a significant business investment, you may need to build a business case.

If you’ve never written a business case, we’re here to help. With a few resources and a little planning, you can write a business case that will help you get the resources and support you need to manage a successful project.

What is a business case?

A business case is a document that explains the value or benefits your company will gain if you pursue a significant business investment or initiative. This initiative can be anything from the messaging for a new product or feature launch, a proposal to increase spend on a current initiative, or a significant investment with a new agency or contractor—to name a few. A compelling business case will outline the expected benefits of this significant investment decision. Key stakeholders will use the business case you provide to determine whether or not to move forward with an initiative.

If you’ve never created a business case, it may sound similar to other early project planning documentation. Here’s how it stacks up:

The difference between a business case and business plan

A  business case  is a proposal for a new strategy or large initiative. It should outline the business needs and benefits your company will receive from pursuing this opportunity.

A  business plan , on the other hand, is an outline for a totally new business. Typically, you’d draft a business plan to map out your business strategy, your mission and vision statements, and how you’re planning on getting there. There may be a case where you create a business plan for an already-existing business, but you’d only do so if you’re trying to take your business in a significantly new direction.

Business case vs. executive summary

Business case vs. project charter.

If you need to create an elevator pitch for your project but you don’t quite need the full business case treatment, you might need a project charter. Much like a business case, a project charter outlines key details of an initiative. Specifically, a project charter will cover three main elements of your project: project objectives, project scope, and key project stakeholders. Your management team will then use the project charter to approve further project development.

Do you need a business case?

Not every project needs a business case—or even a project charter. Plan to build a business case only for initiatives or investments that will require significant business resources. If you’re working on a smaller initiative, consider creating a project charter to pitch your project idea to relevant stakeholders.

Even if you don’t need to pitch your project to any stakeholders, you should be ready to answer basic questions about your proposed project, like:

What is this project’s purpose?

Why are we working on this project?

How does this project connect to organizational goals and objectives?

Which metrics will we use to measure the success of the project ?

Who is working on this project?

When is this project going to be completed?

5 steps for creating and pitching a business case

Your business case shouldn’t just include key facts and figures—it should also tell a story of why pursuing a particular investment or initiative is a good idea for your business. When in doubt, avoid jargon and be brief—but always focus on communicating the value of the project. If this is your first time creating a business case, don’t worry. Follow these five steps to create a solid one.

1. Gather input

You don’t have to write a business case on your own. Instead, make sure appropriate team members and stakeholders are contributing to the relevant sections. For example, the IT team should be involved in any tooling and timeline decisions, while the finance team should review any budget and risk management sections. If you’re creating a business case to propose a new initiative, product line, or customer persona, make sure you also consult subject matter experts.

2. Plan to write your business case out of order

Some of the first things that appear in your business case—like your executive summary—should actually be drafted last, when you have all of the resources and information to make an informed suggestion. Your executive summary will present all of your findings and make a recommendation for the business based on a variety of factors. By gathering all of those details first—like project purpose, financial information, and project risk—you can ensure your executive summary has all of the relevant information.

3. Build your business case incrementally

A business case describes a significant investment for your company. Similarly, simply writing a business case is a significant investment of your time. Not every initiative is right for your business—so make sure you’re checking your work with stakeholders as you go. You don’t want to sink hours and weeks into this document only for it to be rejected by executive stakeholders right off the bat.

Consider doing a “soft launch” with an outline of your business case to your project sponsor or an executive stakeholder you have a good relationship with to confirm this initiative is something you should pursue. Then, as you build the different sections of your business case, check back in with your key stakeholders to confirm there are no deal-breakers.

4. Refine the document

As you create sections of your business case, you may need to go back and refine other sections. For example, once you’ve finished doing a cost-benefit analysis with your financial team, make sure you update any budget-related project risks.

Before presenting your business case, do a final read through with key stakeholders to look for any sections that can be further refined. At this stage, you’ll also want to write the executive summary that goes at the top of the document. Depending on the length of your business case, your executive summary should be one to two pages long.

5. Present the business case

The final step is to actually present your business case. Start with a quick elevator pitch that answers the what, why, and how of your proposal. Think of this presentation as your chance to explain the current business need, how your proposal addresses the need, and what the business benefits are. Make sure to address any risks or concerns you think your audience would have.

Don’t go through your business case page by page. Instead, share the document with stakeholders before the presentation so they have a chance to read through it ahead of time. Then, after your presentation, share the document again so stakeholders can dig into details.

A business case checklist

Start with the why.

The first section of the business case is your chance to make a compelling argument about the new project. Make sure you draft an argument that appeals to your audience’s interests and needs. Despite being the first section in your business case, this should be the last section you write. In addition to including the  traditional elements of an executive summary , make sure you answer:

What business problem is your project solving?  This is your chance to explain why your project is important and why executive stakeholders should consider pursuing this opportunity.

What is your business objective ?  What happens at the end of a successful project? How will you measure success—and what does a successful project mean for your business?

How does this business case fit into your overall company business strategy plan?  Make sure your proposed business case is connected to important  company goals . The initiative proposed in your business case should move the needle towards your company's  vision statement .

Outline financials and the return on investment

At this point in your business case, you should outline the project finance fundamentals. Don’t expect to create this section on your own—you should draft this in partnership with your company’s finance team. In particular, this section should answer:

How much will this project cost?  Even if the initiative is completely new to your company, do some research to estimate the project costs.

What does each individual component of the project cost?  In addition to estimating the total overall cost, break down the different project costs. For example, you might have project costs for new tools and resources, competitive intelligence resourcing, agency costs, etc.

What is the expected return on investment (ROI)?  You’ve talked about the costs—now talk about how your company will benefit from this initiative. Make sure to explain how you calculated the ROI, too.

How will this project impact cash flow?  Cash flow is the amount of money being transferred into and out of your business. Significant investments are going to cost a lot of money, so they’ll negatively impact cash flow—but you should also expect a high ROI, which will positively impact cash flow.

What is the sensitivity analysis?  Sensitivity analysis is a summary of how uncertain your numbers are. There will be a variety of variables that impact your business case. Make sure to explain what those variables are, and how that could impact your projections.

Preview project details

Your business case is proposing a new initiative. In addition to the financial risks, take some time to preview project details. For example, your business case should include:

Your  project objectives  and  key project deliverables .  What will happen at the end of the project? What are you expecting to create or deliver once the project is over?

Your  project plan .  A project plan is a blueprint of the key elements your team needs to accomplish in order to successfully achieve your project goals.

The  project scope .  What are the boundaries of your project? What exact goals, deliverables, and deadlines will you be working towards?

A list of relevant  project stakeholders .  Who are the important project stakeholders and key decision makers for this work? This can include the members of the project team that would be working on this initiative, executive stakeholders who would sponsor the project, and any external stakeholders who might be involved.

A general  project roadmap  in a Gantt-chart like view.  At this stage in the process, you don’t need to provide a detailed project timeline, but you should outline a general sense of when each project stage will happen in relation to the others. To do this, create a project roadmap in  Gantt-chart like software . Make sure to include any important  project milestones  in your roadmap as well.

Any important project dependencies.  Is there anything that would get in the way of this project getting started? Does this work rely on any other work that’s currently in flight?

Discuss project risks

Once you’ve outlined the financial impact and important project details, make sure you include any potential project risks. If you haven’t already, create a  project risk management plan  for your business case. Project risk management isn’t the process of eliminating risk—instead, it’s about identifying, analyzing, and proactively responding to any potential project risks. Clearly defining each project risk and how that risk might impact your project can best equip you and the project team to manage and avoid those risks.

In the risk section of your business case, include:

A risk analysis of any potential project risks.  What is the risk? How likely is it to happen? What is the priority level of this risk?

What, if any, assumptions you are making.  In project risk management, assumptions are anything you think will be true about the project, without those details being guaranteed facts. Basing project decisions around an assumption can open your project up to risk. Make sure you ratify every project assumption to avoid jeopardizing project success.

Any comparable alternatives in the market.  If you’re writing a business case to pitch a new product or angle in the market, evaluate anything that already exists. Could the alternative impact your financial assessment or project success?

Develop an action plan

In the final section of your business case, outline how you will turn this business case into an actionable project. This section should answer questions like:

How will decisions be made?  Who is responsible for the project? Who is the project sponsor? If you haven’t already, consider creating a  RACI chart  to outline project responsibilities.

How will progress be measured and reported?  Not every project stakeholder needs to be notified of every project change. Outline key parts of your project communication plan , as well as how you’ll communicate  project status updates .

What is the next course of action?  If the management team ratifies this business case, what next steps will you take to put this into action?

Bring your business case to life

You’ve built a solid business case and it’s been ratified—congratulations! The next step is to bring your business case to life. It can be intimidating to  initiate large-scale change , and implementing your business case is no exception.

If you haven’t already, make sure you have a  project management tool  in place to manage and organize your new initiative. With a central source of truth to track who’s doing what by when, share status updates, and keep project stakeholders in the loop, you can turn a great business case into a successful project.

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Business case presentation template

Presenting a business case can be a demanding task, often involving the need to convey complex information succinctly and persuasively to key stakeholders. A well-crafted presentation is essential for articulating the potential benefits, risks, and strategic value of your proposal.

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Template Utilization

Opt for a Prezent PowerPoint template to effectively structure your business case presentation. Prezent offers a range of customizable templates tailored for 2024, ensuring your presentation covers all essential elements, including the executive summary and financial analysis, in a visually appealing manner.

Concise Content

Ensure your content is concise and clearly articulated. Use graphs, charts, and infographics within your PowerPoint deck to elucidate key data points and the financial viability of your project. An attention-grabbing PowerPoint template with well-chosen fonts and a concise layout can significantly enhance the clarity and impact of your business case. Remember, each slide should serve a purpose and contribute to the overarching narrative of your proposed business change or new project.

Case Studies

Strengthen your presentation with relevant case studies and real data. This approach adds credibility and demonstrates the feasibility and potential ROI (return on investment) of your proposed project. Incorporate these elements into your business case study ppt, using the template’s features to present them in an engaging manner. Real-life examples and data are vital in convincing decision-makers of the project’s merits.

Action Planning

Outline a clear action plan and project management strategy within your business case document. This should include the project plan, timeline, milestones, deliverables, potential risks, dependencies, and an appraisal of alternative options. A well-thought-out plan, presented in a business case ppt, shows decision-makers that you have considered the project in much more detail, including financial aspects and different project scenarios.

Effective Summary

Conclude with an executive summary that captures the essence of your business case. This should be a single slide in your PowerPoint deck that provides a brief overview of the problem or opportunity, the proposed solution, its feasibility, and the forecasted return on investment. This summary is crucial as it provides key takeaways for the decision-maker, often determining the success of your business case presentation.

Unlock the secrets of creating impactful business cases with our Business Case Presentation Guide . This extensive resource covers the essentials of crafting a persuasive business case, from choosing the right PowerPoint template to presenting financial analyses and action plans effectively. Our guide delves into the art of structuring your presentation, using data and case studies to your advantage, and ensuring that every aspect of your proposal is clear and compelling. Additionally, it addresses common questions and outlines the dos and don'ts of business case presentations. With this guide, gain the skills and confidence needed to present a well-rounded and convincing business case, essential for decision-making in any professional setting.

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Related slides, frequently asked questions.

Absolutely! Our business case presentation templates on Prezent are designed for easy customization. Adjust the text, language, and tone to reflect your specific business objectives and align with your company's culture. Use our user-friendly interface to add or remove slides, making your business case ppt template perfectly match your project proposal or study presentation. Our templates help you effectively present your business strategy, problem statement, and identify potential opportunities with a few simple clicks.

Yes, you have the flexibility to edit our business case templates using both Google Slides and PowerPoint. These platforms ensure that our templates are versatile, catering to your preference whether it's the collaborative ease of Google Slides or the advanced functionalities of PowerPoint. This makes it easier than ever to tailor the template to help convey the purpose of your business case, be it for a new business project or a robust business plan.

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Indeed, Prezent boasts a wide array of pre-designed storylines specifically for creating successful and effective business cases. Our templates are not just visually appealing but are also structured to help you create a compelling narrative for your business plan or project proposal. From establishing the current situation to outlining a robust strategy, our templates guide you through every step of writing a business case.

Our business case ppt template collection is a valuable resource for project managers and business professionals. These templates are designed to make the process of creating a business case document both effective and efficient. They provide a structured way to present key information, from the business strategy to the specific business needs. With Prezent, creating a business case or project proposal is now more accessible and impactful, ensuring that your key objectives are clearly communicated and understood.

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15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

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

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

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

Let’s dive in!

Table of Contents

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Why Does This Case Study Work?

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

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

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

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

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

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2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Who wouldn't want that?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

6. How Workato Converts 75% of Their Qualified Leads

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Take a look at this product case study template below.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Visme creatively incorporates testimonials In this case study example.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

How to Write a Case Study?

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

What Are the Stages of a Case Study?

The stages of a case study are;

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

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

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

Disadvantages of a case study:

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

What Are the Types of Case Studies?

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

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

How Long Should a Case Study Be?

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

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

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

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

Where Can I Find Case Study Examples?

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

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

Get More Out Of Your Case Studies With Visme

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

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

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

Easily create beautiful case studies and more with Visme

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What are some effective examples of business development presentations?

June 4, 2024 /

Some effective examples of business development presentations include case studies showcasing successful client projects, pitch decks highlighting unique value propositions and market opportunities, and investor presentations outlining financial projections and growth strategies. These presentations are designed to engage and persuade stakeholders, showcasing the company’s expertise, potential, and ability to deliver results.

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