Building a Mini Case Study

July 14, 2011 at 5:46 am Leave a comment

Case studies are an extremely effective marketing tool because they not only serve as a customer testimonial, but also demonstrate how your product or service has benefited a customer. A case study illustrates how to solve a problem and what the benefits were from using your company. Yet, in-depth case studies can take weeks to develop and oftentimes require a professional writer.

An effective alternative is a mini case study. A mini case study is a less detailed overview of the problem-solution story. To be effective it should include:

  • A positive customer statement
  • The customer’s business situation (business pain)
    Includes a brief profile of the customer (so similar customers can relate)
  • The solution your company provided
  • The benefits of the solution (cost savings, time savings, ROI, etc.)
  • Product or services utilized
  • A visual aid (if applicable)
  • A brief overview of your company

Before writing your case study, ask yourself what would be most compelling to your customers. Your case study should flow like a story, easy to read and easy to understand. It should reinforce the solution and show it in action.

Here is a sample of a mini case study:

“Our employees were wasting valuable time sorting through paper trails to get daily requests fulfilled. Y Company, was able to create an intuitive, user-friendly solution that streamlined this process. We have been very satisfied with not only the results of the implementation, but also the high level of service and professional Y Company, has demonstrated throughout the process.” [Positive customer statement]

Joe Somebody, Chief Technology Officer
X Institute

X Institute is a nonprofit research organization with a staff of approximately 230 that supports advanced research in cancer and Parkinson’s disease, K-12 Science Education and a graduate program in molecular and cellular biology. [Brief customer profile]

X Institute used time-consuming, paper-based forms for lab project requests and employee expenses. Lab project requests required several manual steps before work could begin. Paper-based forms slowed employee expense processing, which required receipts, documentation, and signatures. X Institute also lacked an automated employee tracking system to expedite new hires, transfers, and terminations. To improve their enterprise content management), X Institute required a solution that enabled electronic forms and a well-defined, automated workflow.

Working with Y Company, a solution was deployed based on the 2010 Microsoft Office system. Y Company created an electronic lab project request form using Microsoft InfoPath and an automated workflow with Microsoft SharePoint Server 2010. The form can be accessed by internal and external users alike, completed online, and signed digitally. SharePoint Server 2010 also provides centralized, searchable storage—not only for the request form but for all associated data and images. In addition to the lab project request form, a new electronic employee expense form was also created and can be easily filled out online and signed digitally. An automatic workflow routes the completed form to the appropriate manager.


Online forms have improved X Institute’s data tracking by expediting information gathering and enabling digital signatures. The well-defined automated workflow and centralized storage saves time and improves productivity. And, the employee tracking system ensures efficient processing of new, transferred or terminated
X Institute’s employees.


Microsoft Office 2010 System

  • Microsoft Office Forms Server
  • Microsoft Office Communicator
  • Microsoft Office InfoPath
  • Microsoft SharePoint Server 2010

Microsoft SQL Server 2008 R2

About Us:
Incorporated in 1996, Y Company is an innovative technology and creative solutions company that provides innovative solutions, projects, services, systems and products. As one of only eight Microsoft Gold managed partners in Michigan, Y Company has significant expertise and experience in Microsoft-based business solutions and focuses on emerging technology to create business solutions that exceed customers’ needs and expectations.

Once the case study is written, you can format it in Microsoft Word and save it as a pdf you can send to your customers.

Please note – you must obtain your customer’s permission before distributing the case study to the public.


Entry filed under: General Marketing, Office 2010, Sales Tools. Tags: , , , , , , , , , .

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