Photo: Matthew Osborn / Unsplash
A case study does not need a dramatic percentage to be convincing. A clear account of the problem, the decisions and the finished work can help a prospective customer assess fit. The evidence should match what the business can actually document and what the customer has permitted it to share.
Begin with the original situation. Describe the practical constraint, such as unclear navigation, difficult product comparison or an unwieldy publishing process. Keep private commercial details out unless their publication is approved. Explain what the project covered and what it did not cover so the reader can judge the example fairly.
Show a small number of decisions with supporting images or descriptions. Instead of saying the redesign transformed everything, explain why a service menu was reorganized or why form fields were removed. If results are included, record the source, period and limitations. A change observed after launch is not automatically caused by the design.
Ask the customer to approve any attributed quotation and any identifiable project material before publication. End with what another business can learn from the example, rather than implying that every project will produce the same result. A modest, well-supported case study is stronger than an impressive claim that the team cannot explain when asked.
A practical review
Consider a business that dispatches standard products quickly but prepares personalized items separately. A single banner saying order by Friday leaves the personalized buyer without a useful answer. The supporting page should identify which product group the message covers and point the other buyer to the correct preparation information. The same distinction should appear in the cart or another appropriate decision point. Ask the fulfillment team to read the message as though they had to explain it to a customer who missed the deadline. If the wording would require a series of qualifications afterward, bring the most important qualification into the page now. Maintain a small record of who approved the message and when the underlying arrangements were last checked.
Before you finish
- Describe a documented problem and the actual project scope.
- Explain decisions rather than filling the page with broad praise.
- Label the source and limits of any measured result.
- Obtain approval for identifiable work and attributed quotations.
Quick check
How much did you catch? Tap a question to see the answer.
1. Does a case study need a dramatic percentage?
Answer: No. A clear account of the problem, the decisions and the finished work can show fit.
2. What must you record if you include results?
Answer: The source, the time period and the limitations.
3. What needs the customer’s approval?
Answer: Any attributed quote and any identifiable project material.
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