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Business Analyst Case Study | Free Case Study Template

Business analyst case studies blog describes an actual business analyst case study. This provides real-world exposure to new business analysts.

In this blog, we will be discussing what is business analysis case study, why develop them, when to develop them and how to develop them. We will provide a real business case analysis case study for better understanding.

Let’s start with understanding what is business analysis before we go to analyst case studies.

Topics Below

What is a business analysis case study

Why prepare business analysis case study

When to prepare business analysis case study

How to prepare business analysis case study

Example Business Analysis Case Studies

What is Business Analysis Case Study?

Before we try to understand, Business Analysis Case Study, let's understand the term case study and business analysis.

As per Wikipedia, a case study is:

"A case study is an in-depth, detailed examination of a particular case (or cases) within a real-world context."

For example, case studies in medicine may focus on an individual patient or ailment; case studies in business might cover a particular firm's strategy or a broader market; similarly, case studies in politics can range from a narrow happening over time like the operations of a specific political campaign, to an enormous undertaking like, world war, or more often the policy analysis of real-world problems affecting multiple stakeholders.

So, we can define Business Analysis Case Study as

"A Business Analysis case study is an in-depth, detailed examination of a particular business analysis initiative."

What is Business Analysis?

The BABOK guide defines Business Analysis as the “Practice of enabling change in an enterprise by defining needs and recommending solutions that deliver value to stakeholders”. Business Analysis helps in finding and implementing changes needed to address key business needs, which are essentially problems and opportunities in front of the organization.

Business analysis can be performed at multiple levels, such as at:

The enterprise level, analyzing the complete business, and understanding which aspects of the business require changes.
The organization level, analyzing a part of the business, and understanding which aspects of the organization require changes.
The process level, analyzing a specific process, understanding which aspects of the process require changes.
The product level, analyzing a specific product, and understanding which aspects of the product require changes.

Why Develop Business Analyst Case Study

Business analysis case studies can be useful for multiple purposes. One of the purpose can be to document business analysis project experiences which can be used in future by other business analysts.

This also can be used to showcase an organizations capabilities in the area of business analysis. For example, as Adaptive is a business analysis consulting organization, it develops multiple business analysis case studies which show cases the work done by Adaptive business analysts for the client. You can read one such case study for a manufacturing client .

When To Develop Business Analyst Case Study

Business analysis case studies are typically prepared after a project or initiative is completed. It is good to give a little time gap before we develop the case study because the impact of a change may take a little while after the change is implemented.

Most professionals prepare business analysis case studies for projects which are successful. But it is also important to remember that not all changes are going to be successful. There are definitely failures in an organizations project history.

It is also important to document the failure case studies because the failures can teach us about what not to do in future so that risks of failures are minimized.

How To Develop A Business Analyst Case Study

Document business problem / opportunity.

In this section of the business analyst case studies, we discuss the actual problem of the business case analysis example.

ABC Technologies has grown rapidly from being a tiny organization with less than 5 projects to one running 200 projects at the same time. The number of customer escalations has gone up significantly. Profitability is getting eroded over a period of time. Significant management time is spent in fire-fighting than improving the business.

Top management estimated a loss of 10% profitability due to poor management of projects which is estimated at about 10 Million USD per annum.

Document Problem / Opportunity Analysis

For our above business problem, we captured the following analysis details.

Discussions with key stakeholders revealed the following challenges in front of ABCT management:

There is very little visibility of project performances to top management
Non-standard project reporting by various projects makes it harder for top management to assess the correct health of the project
Practically there is no practice of identifying risks and mitigating them
Project practices are largely non-standardized. Few project managers do run their projects quite well because of their personal abilities, but most struggle to do so.
Due to rapid growth, management has no option but to assign project management responsibilities to staff with little or no project management experience.

Document Identified Solutions

Based on root cause analysis, management decided to initiate a project to standardize management reporting. This required the organization to implement a project management system. The organization initially short-listed 10 project management tools. After comparing the business needs, tools, their costs, management decided to go with a specific tool.

Document Implementation Plan

The purchased tool lacked integration into the organizations existing systems. The vendor and organization’s IT team developed a project plan to integrate the new system with the existing systems.

Document Performance Improvements

After a year, the effectiveness of the project was assessed. Projects showed remarkable improvement wrt reduced customer escalations, better on-time billing, and better risk management. The system also allowed the organization to bid for larger contracts as the prospective customers demanded such a system from their suppliers. The application was further enhanced to cater to the needs of other businesses in the enterprise as they were different legal entities, and their policies were different.

Document lessons learnt

Some of the key lessons learnt during this business analysis initiative were:

1. Stakeholder buy-in in extremely important to the success of the project

2. It is always better to go with iterative approach achieve smaller milestones and then go for larger milestones

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15 Business Analytics Case Studies [2024]

In today’s data-driven world, the strategic application of business analytics stands as a cornerstone for enterprise success across various industries. From retail giants optimizing inventory through predictive algorithms to healthcare systems enhancing patient care with personalized treatments, the transformative power of business analytics is undeniable. This compilation of 15 business analytics case studies showcases how leading companies leverage data to drive decision-making, streamline operations, and deliver unprecedented value to customers. Each case study reveals unique insights into the practical challenges and innovative solutions that define cutting-edge business strategy, offering a window into the profound impact of data analytics in shaping global business landscapes.

Related: Business Analytics Vs. Data Analytics

Case Study 1: Walmart’s Inventory Management

Predictive Analytics for Inventory Efficiency

Walmart employs sophisticated predictive analytics to manage and optimize inventory across its extensive network of stores globally. This system uses historical sales data, weather predictions, and trending consumer behavior to forecast demand accurately. Walmart’s approach allows for dynamic adjustment of stock levels, ensuring that each store has just the right amount of inventory. This reduces the cost associated with excess inventory and minimizes instances of stockouts, thereby enhancing customer satisfaction.

Real-Time Data Integration for Strategic Decisions

The integration of real-time data from various sources, including point-of-sale systems, online transactions, and external market dynamics, enables Walmart to respond swiftly to changing market conditions. This commitment to security helps reduce risks and strengthens consumer confidence and trust in the brand, which is essential for retaining customers and ensuring satisfaction in the competitive financial services market. By leveraging this data, Walmart can launch targeted promotions and adjust pricing strategically to maximize sales and profitability, showcasing the power of real-time analytics in retail operations.

Case Study 2: UnitedHealth Group’s Predictive Analytics in Healthcare

Enhancing Patient Outcomes with Predictive Models

UnitedHealth Group utilizes predictive analytics to improve patient care within its network significantly. The healthcare provider can identify patients at risk of developing chronic diseases or those likely to experience rehospitalization by analyzing extensive datasets that include patient medical histories, treatment outcomes, and lifestyle choices. This proactive approach allows for early intervention through customized care plans, which enhances patient outcomes and optimizes resource allocation within the healthcare system.

Data-Driven Healthcare Management

UnitedHealth’s analytics capabilities extend to managing healthcare costs and improving service delivery. They can better manage staffing and resource needs by leveraging data to predict patient admission rates and peak times for different treatments. Furthermore, predictive analytics aids in developing new health services and programs that target the specific requirements of their patient population, leading to more efficient healthcare delivery and reduced operational costs. This strategic use of data ensures that patients receive the right care at the right time, enhancing overall patient satisfaction and loyalty.

Case Study 3: American Express Fraud Detection

Machine Learning for Advanced Fraud Prevention

American Express harnesses machine learning algorithms to enhance its fraud detection capabilities. By analyzing patterns in transaction data across millions of accounts, these algorithms can detect unusual behavior that may indicate fraud. Real-time processing of transactions allows American Express to quickly flag suspicious activities and prevent unauthorized transactions, protecting both the consumer and the institution from potential losses.

Building Consumer Trust Through Robust Security Measures

Advanced analytics helps American Express refine its customer verification processes and risk assessments. By continuously updating and training its models on new fraud tactics and scenarios, American Express stays ahead of fraudsters, ensuring robust security measures are in place. This robust emphasis on security reduces risks and enhances consumer confidence and trust in the organization, which is essential for maintaining client loyalty and satisfaction in the competitive financial services market.

Case Study 4: Zara’s Supply Chain Optimization

Responsive Supply Chain to Meet Fast Fashion Demands

Zara utilizes advanced analytics to create a highly responsive supply chain that keeps pace with the fast-changing fashion industry. Zara can quickly adjust production plans and inventory distribution by analyzing real-time sales data and customer feedback. This agility ensures that popular items are swiftly restocked and production of less popular items is curtailed, minimizing waste and maximizing profitability.

Streamlined Operations for Market Responsiveness

Zara’s analytics-driven approach extends to logistics and distribution strategies. Data analytics helps Zara optimize shipping routes and warehouse operations, reducing lead times from design to store shelves. This streamlined process meets consumer demand more efficiently and strengthens Zara’s position in the market by enabling rapid response to the latest fashion trends. This capability is a key differentiator in the competitive fast fashion market, where speed and responsiveness are critical to success.

Case Study 5: Netflix’s Recommendation Engine

Enhancing User Experience Through Personalized Recommendations

Netflix’s advanced machine learning algorithms are the powerhouse behind its highly acclaimed recommendation engine. This system delves deep into individual viewing histories, preferences, and interactive behaviors, such as pausing or rewinding, to customize content suggestions for each user. By tailoring viewing experiences to personal tastes, Netflix significantly enhances user engagement and satisfaction. This personalization makes it easier for subscribers to discover content that resonates with them, increasing their time on the platform and fostering a deeper connection to the Netflix brand.

Data-Driven Insights for Content Strategy

Beyond simply personalizing user experiences, Netflix employs a strategic content development and acquisition approach. Utilizing comprehensive data analytics, Netflix identifies trends and preferences in viewer behavior, such as popular genres or series, to inform its decisions on what new content to create or purchase. This systematic use of viewer data ensures that Netflix’s content library continuously evolves to match the preferences of its audience, maximizing viewer satisfaction and engagement. Moreover, this data-driven strategy enables Netflix to allocate its budget more effectively, investing in projects more likely to succeed and appeal to its user base, optimizing its return on investment.

Through these sophisticated analytics and machine learning applications, Netflix retains its position as a leader in the streaming industry. It sets the standard for media companies leveraging data to revolutionize user experience and drive business success.

Related: How to use Business Analytics to Improve Customer Retention?

Case Study 6: Coca-Cola’s Marketing Optimization

Leveraging Big Data for Targeted Marketing

Coca-Cola effectively utilizes big data analytics to refine its global marketing strategies. Coca-Cola gains deep insights into consumer behavior and preferences by analyzing diverse data sources, including social media interactions, point-of-sale transactions, and extensive market research. This valuable information enables the company to craft marketing campaigns tailored to various demographics and geographic regions. As a result, Coca-Cola enhances its advertisements’ relevance and appeal, significantly boosting its promotional activities’ effectiveness. This targeted approach increases consumer engagement and strengthens brand loyalty and market presence.

Optimizing Marketing Spend and ROI

Beyond enhancing customer engagement, Coca-Cola applies analytics to optimize its marketing expenditures. By meticulously analyzing the performance of different marketing channels and campaigns, Coca-Cola identifies which initiatives yield the highest return on investment. This strategic use of analytics allows the company to allocate its budget more effectively, concentrating resources on the most profitable activities. This efficiency not only reduces wasted expenditure but also maximizes the impact of each marketing dollar. Consequently, Coca-Cola maintains its competitive edge in the fiercely contested beverage industry, continually adapting to changing market dynamics and consumer trends.

Through these strategic big data applications, Coca-Cola sustains and amplifies its leadership in the global beverage market. The company’s adept use of analytics to drive marketing decisions exemplifies how traditional businesses can leverage modern technology to stay ahead in an evolving industry landscape, ensuring continued growth and success.

Case Study 7: Barclays’ Risk Management

Advanced Analytics for Credit Risk Assessment

Barclays uses predictive analytics to enhance its risk management practices, particularly in assessing credit and loan applications. By analyzing a comprehensive set of data, including applicants’ financial histories, transaction behaviors, and economic trends, Barclays can accurately predict the risk associated with each loan. This reduces the likelihood of defaults, protecting the bank’s assets and financial health.

Strategic Decision-Making to Minimize Financial Risks

The insights gained from analytics also aid Barclays in making strategic decisions about product offerings and market expansions. By understanding risk profiles across different demographics and regions, Barclays can tailor its financial products to meet the needs of its customers while managing risk effectively. This careful balance of risk and opportunity is crucial for sustainable growth in the competitive banking sector.

Case Study 8: Starbucks’ Strategic Use of Data for Expansion and Localization

Data-Driven Site Selection for Maximum Market Penetration

Starbucks uses advanced geographic information systems (GIS) and analytics to strategically pinpoint the optimal locations for new stores. By evaluating extensive demographic data, performance metrics of existing stores, and competitive landscapes, Starbucks is able to identify sites with the maximum success potential. This systematic approach helps maintain dense market coverage and ensures customer convenience, vital for driving consistent growth. The precision in site selection allows Starbucks to expand its global footprint strategically, optimizing market penetration and maximizing investment returns.

Enhancing Local Market Strategies Through Analytics

Beyond the strategic site selection, Starbucks extensively uses data analytics to tailor each store to its local context. This involves adapting store layouts, product offerings, and marketing strategies to match local consumer preferences and cultural nuances. By deeply analyzing customer behavior data and feedback within specific locales, Starbucks fine-tunes its offerings to resonate more strongly with local tastes and preferences. This localization strategy not only improves the customer experience but also increases customer loyalty and enhances the strength of the Starbucks brand in diverse markets.

These strategic data analytics applications underscore Starbucks’ ability to consistently align its business practices with customer expectations across various regions. By leveraging data-driven insights for macro decisions on new store locations and micro-level adjustments to store-specific offerings, Starbucks ensures its brand remains relevant and preferred worldwide. This comprehensive approach to using data solidifies Starbucks’ position as a leader in the global coffeehouse market, renowned for its forward-thinking and customer-centric business model.

Case Study 9: Nike’s Supply Chain Management

Dynamic Supply Chain Optimization Using Predictive Analytics

Nike employs advanced analytics to manage its global supply chain, ensuring efficient operation and timely delivery of products. Nike’s predictive models optimize manufacturing workflows and inventory distribution by analyzing data from production, distribution, and retail channels. This agile approach enables Nike to quickly adapt to shifting market demands and trends, ensuring that popular products are readily accessible while keeping surplus inventory to a minimum.

Sustainability Integration in Operations

Nike also leverages analytics to enhance the sustainability of its operations. Using data to monitor and optimize energy use, waste production, and material sourcing, Nike aims to reduce its environmental footprint while maintaining production efficiency. This focus on sustainable supply chain practices helps Nike meet its corporate responsibility goals and appeals to increasingly eco-conscious consumers.

Case Study 10: Google’s Data-Driven Decision Making

Harnessing Big Data for Strategic Insights

Google expertly leverages big data to inform its decision-making across its vast services. By analyzing extensive data collected from user interactions, market trends, and technological developments, Google identifies key opportunities for innovation and enhancements. This robust data analysis supports Google’s ability to maintain a leadership position in the tech industry, continually evolving its products to meet the dynamic needs of users globally. Insights derived from big data guide the development of cutting-edge technologies and refine existing services, ensuring Google sustains a competitive advantage.

Enhancing User Experience Through Personalization

Google utilizes advanced analytics to personalize the user experience across all its platforms comprehensively. By understanding detailed user preferences, behaviors, and engagement patterns, Google tailors its services to improve relevance and usability. This dedication to personalization is showcased in customized search results, targeted advertising, and tailored app recommendations to boost user satisfaction and engagement. Based on deep data insights, these adjustments ensure that Google’s services are intuitive and responsive, integral to users’ daily digital interactions.

Optimizing Marketing and Operations with Predictive Analytics

Beyond product refinement, Google applies its data-driven approach to optimize marketing strategies and operational efficiencies. Using predictive analytics, Google forecasts future trends and user behaviors, enabling proactive responses to market demands. This strategic foresight enhances overall user experiences and drives operational efficiency, minimizing waste and maximizing the effectiveness of its initiatives. By consistently integrating data-driven insights into its operations, Google meets current market needs and shapes future trends, reinforcing its dominance in the global technology landscape. This strategic use of big data is crucial to Google’s enduring success and expansive influence in the digital world.

Related: Implementing Business Analytics in Healthcare

Case Study 11: Siemens’ Energy Efficiency Improvements

AI-Driven Optimization in Industrial Operations

Siemens utilizes advanced analytics and machine learning to enhance energy efficiency across its industrial operations. By embedding sensors and IoT devices in its equipment and machinery, Siemens gathers real-time data on energy usage, operational efficiency, and maintenance needs. This data is easily analyzed utilizing AI algorithms to predict optimal operating conditions that minimize energy consumption without compromising productivity. Siemens’ approach reduces energy costs and significantly lowers the environmental impact of industrial activities.

Strategic Sustainability and Cost Reduction

The insights provided by data analytics enable Siemens to make informed decisions about management of energy and process optimization. This includes scheduling equipment operation during off-peak energy hours and implementing predictive maintenance to prevent costly breakdowns. Siemens’ commitment to sustainability is reinforced by its use of analytics to support the transition to greener energy sources in its operations. This strategic focus on energy efficiency and sustainability helps Siemens reduce operational costs and enhances its reputation as a leader in industrial sustainability. Through these innovations, Siemens demonstrates business analytics’ powerful role in achieving economic and environmental objectives in the manufacturing sector.

Case Study 12: Adobe’s Customer Experience Enhancement

Real-Time Personalization with Adobe Experience Cloud

Adobe leverages its own Adobe Experience Cloud to provide personalized digital experiences at scale. Adobe uses machine learning and artificial intelligence to analyze user behavior data across various touchpoints to deliver real-time content and product recommendations. This approach enables Adobe to tailor marketing messages and digital experiences dynamically to individual preferences, significantly improving user engagement and conversion rates.

Enhanced Decision-Making with Analytics

Beyond personalization, Adobe uses advanced analytics to gain insights into customer journey patterns, identifying which strategies effectively convert prospects into loyal customers. By continuously analyzing the performance of different content types, marketing channels, and user interactions, Adobe refines its customer acquisition and retention strategies. This data-driven approach maximizes ROI in marketing campaigns and enhances customer satisfaction by ensuring users receive the most relevant and engaging content. Adobe’s strategic use of analytics exemplifies how companies can utilize business intelligence to innovate user experience and sustain competitive benefit in the digital economy.

Case Study 13: Toyota’s Predictive Maintenance and Quality Control

Enhancing Manufacturing Precision with IoT and AI

Toyota integrates Internet of Things (IoT) technology and artificial intelligence within its manufacturing processes to enhance vehicle quality and operational reliability. Toyota collects vast data on machine performance and component quality by deploying sensors in its production lines. This data is analyzed in real time using AI algorithms, allowing for immediate adjustments in manufacturing processes to ensure optimal quality control and efficiency.

Predictive Maintenance to Minimize Downtime

Using predictive analytics, Toyota can foresee potential issues in machinery before they lead to breakdowns, significantly reducing unplanned downtime. This proactive approach saves costs associated with repairs and enhances productivity by keeping the production line running smoothly. Moreover, the data-driven insights help Toyota continuously improve its manufacturing techniques and product quality, maintaining its reliability and customer satisfaction reputation. Toyota’s use of advanced analytics demonstrates a commitment to leveraging cutting-edge technology to enhance automotive manufacturing and uphold high standards of quality and efficiency.

Case Study 14: HSBC’s Enhanced Risk Management and Customer Segmentation

Advanced Analytics for Robust Risk Assessment

HSBC employs advanced analytics to refine its risk management strategies, particularly in credit and market risk assessment. By integrating data from customer transactions, market trends, and economic indicators, HSBC develops predictive models that help assess and mitigate potential risks. This approach allows HSBC to make more informed lending decisions and manage financial exposure more effectively, safeguarding both the institution’s and customers’ interests.

Strategic Customer Segmentation for Tailored Financial Services

Using data analytics, HSBC segments its customer base into distinct groups based on financial behaviors, preferences, and needs. This segmentation enables HSBC to tailor its financial products and marketing efforts more precisely, enhancing customer satisfaction and loyalty. For example, by identifying high-net-worth individuals or customers with specific investment interests, HSBC can offer customized financial advice and products suited to their unique requirements. This targeted approach improves customer engagement and optimizes resource allocation, contributing to HSBC’s overall business efficiency and growth. Through these sophisticated analytics applications, HSBC demonstrates how data-driven insights can transform traditional banking services into personalized and risk-averse financial solutions.

Case Study 15: Patagonia’s Sustainability-Driven Supply Chain Optimization

Data Analytics for Eco-Friendly Supply Chain Management

Patagonia uses data analytics to enhance the sustainability of its supply chain. Patagonia identifies areas where it can reduce environmental impact by analyzing material sourcing, production processes, and distribution logistics data. This includes optimizing transport routes to lower carbon emissions, choosing suppliers who adhere to sustainable practices, and implementing waste-reduction techniques in manufacturing.

Strategic Decision-Making for Environmental Impact Reduction

The insights from this comprehensive data analysis enable Patagonia to make strategic decisions aligning with its environmental conservation commitment. For example, the company has introduced initiatives such as using recycled materials in its company products and vesting in renewable energy sources for its operations. By integrating sustainability into every aspect of its supply chain, Patagonia reduces its ecological footprint and strengthens its brand loyalty among consumers who value environmental responsibility. Through these initiatives, Patagonia showcases how business analytics can be leveraged to support operational efficiency and corporate social responsibility, reinforcing its reputation as a leader in sustainable business practices.

Related: Role of Business Analytics in Digital Transformation

The diverse business analytics applications illustrated in these case studies underscore their vital role in modern business strategy. Through the intelligent analysis of data, companies not only solve complex problems but also gain competitive advantages, driving growth and innovation. From improving customer satisfaction to optimizing logistical operations and managing risk, the case studies highlight how data-driven decisions are integral to achieving business objectives. As companies maneuver through the complexities of the digital era, the strategic use of analytics will continue to be a crucial factor in driving success, converting challenges into opportunities, and leading the way toward a smarter, more efficient future.

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Business Analyst Case Study

A business analyst case stud y is used to give near-world exposure to a business analyst. So, in this post, we will be discussing what is business analysis, what is business analysis, and what are the requirements and strategies of an analyst. Plus, a business case analysis example for better understanding. Let’s start with understanding what is business analysis before we go to analyst case studies.

What is business analysis?

Business Analysis is a search for identifying the business needs, threats, and problems and finding and implementing the solutions and changes which are required for the business.

It has three different roles which define the discipline

Analysing the whole business, and its elements to identify any process or elements and identifying the spots which require changes.
To find every possible solution for any business problem and to implement the most suited solution.
And, therefore, to evaluate the new process of working.

Who is a Business Analyst?

A business analyst also known as BA analyses the business process, systems, documentation, business model, and technologies to identify the problems and to guide the business towards a better process, structure, product, and technology.

In business analysis, there are many more roles than just business analysis like business systems, systems, processes, product analysis, data scientist etc.

And to understand, what is business analyst, now understand the business analyst roles.

Business Analyst Role

Before we understand the business analyst case study, let’s understand the business analyst’s role in an organization. To get a better understanding of the job and their roles and responsibilities.

Understand Business Requirements

The very first thing of an analyst is to understand the needs and requirements of the business and what requirements the business is lacking.

Finding Solutions

The business analyst’s role is to find the solutions for problems which are gathered in the business process, requirements systems, technologies etc.

Project Implementation

A business analyst not only has to create a solution plan plus they have to design and implement the solution in an organization.

Requirements For Function

It is important to analyze what is required to complete the project. As a result, to understand the business analyst’s case study an analyst identifies the requirements needed and fulfils those requirements.

Another business analyst’s role is to test their processes, solutions, and techniques before implementing and making them perfect for the organization.

Decision Making & Problem-Solving

It is one of the roles which is spread all of their jobs because of making a decision and solving problems. For every problem in business, a business analyst is to find and implement the solution.

Maintenance of System and Operations

A business analyst also says that they have to provide maintenance, system validation reports, and deactivation plans. Plus, the analyst is also involved in evaluating the replacement or deactivation is needed.

Moreover, for a better understanding of the business analyst role and these business analyst case studies, here are the business analysis requirements and business analysis techniques. Therefore, it explains how a business analyst works.

Business analysis requirements

Business analysis requirements are divided into different categories. It is a piece of documentation which includes their needs, things which need updations changes etc.

So business analysis requirements are classified into:

STAKEHOLDER REQUIREMENTS

Firstly, it’s important to understand who are the stakeholders , to understand a business analyst case study the related stakeholders play an important role in understanding their needs and requirements and understanding how business decisions will impact them.

Documenting and fulfilling the stakeholder’s requirements fulfils their requirements and later they fulfil the business requirements.

BUSINESS REQUIREMENTS

Secondly, to create a systematic business plan which includes all the requirements, a working map of the business, and a structure of responsibilities of each person.

SOLUTION REQUIREMENTS

Solution requirements are said to the process or quality improvement i.e. changes that are made in the business process or in quality that will fulfil the stakeholder’s requirements. Such a problem will be discussed later in the business analyst case study. As a result, solution requirements in business analysis requirements are classified into:

Functional Requirments
Non Functional Requirments

TRANSITION REQUIREMENTS

These requirements refer to the changes that which business wanted in its process. Therefore, in simple terms, it is a process of a transaction from the current state to the target state.

A transition can be about any process or domain which might be misunderstood, so it’s important to document before starting work on the project.

business analysis techniques

Business analysis techniques are some of the ways through which business analysts use to determine the environment of the business. These techniques are used later in the business analyst case studies.

Also, these techniques determine which business decisions can be most effective and from which decisions the firm has to face consequences

Here are the 4 most common business analysis techniques:

MOST refers to Mission, Objectives, and Strategies. It helps in evaluating the internal analysis of the mission statement. Furthermore, it formulates strategies to tackle hurdles in achieving organisational objectives

It helps in analysing the external environment of the organization. PESTLE stands for:

Political: changes in political parties in their ideology, and their policy can affect business decisions.
Economical: the economic conditions, economic growth and other economic factors.
Social: environment of social society and analysing how the business will be impacted by society culture
Technology: latest technology, and upcoming changes to keep business decisions accurate.
Legal: Law, rules, and regulations which are related to the business environment.
Environmental: analysing how the business decision will impact the environment.

In a business analyst case study, a business is divided into four parts. An organization can make four different decisions for each segment. Also, SWOT analysis has four different segments:

Opportunities

Organization analysis of each aspect of business and each business aspect goes to one of these segments.

So, the organization knows which segments need improvements and what are their USPs

MoSCoW stands for Must or Should, Could or Would. This technique requires analyses of every requirement and marks its level of prioritization.

Afterwards, requirements with the highest prioritization get priority attention.

To understand an analyst job, a business analyst case study will give a real example. So, here is the problem followed by the solution of how a business analysis example will solve the problem:

In the problem section of the business analyst case study, we discuss the actual problem of the business case analysis example. Furthermore, it is a problem for the consumer goods companies (food industry) that are targeting to expand their business. Therefore, here is the problem for business analysis example:

The target for a business analyst is to find the insights of quality measurement systems’ best practices which are required to create better products and the tools and the process which will be required to do so.

Solution

The solution for these business analyst case studies is divided into subparts. Moreover, the process for finding quality improvement is to find the benchmarking, creating tools, continuous feedback and finalization.

Information gathering

The very first step of any business problem is to gather information as possible related to that business analysis example. However, gather all the background information related to background i:e information related to the department, and the history of the problem in the organization.

Afterwards, it’s important to understand the various elements which can affect the business analysis strategy. Two models for information gathering:

PESTEL Analysis: This method analyzes the external environment of the business. The impacts of different environments on your business or your business decisions .
Porter’s Five Force Model : In the analysis of the business environment or impact on business decisions by evaluating Industry competitors, new entrants, substitutes, buyers and suppliers.

Identify Related Stakeholders

As we are moving further in our business analyst case study, an analyst needs to identify all the stakeholders who are associated with the decision. It’s important to understand how different groups can be affected by the decision.

So it’s, important to make a decision which suits each group of the business. Different groups in business are:

Shareholders
Competitors

Discover Business Objectives

As the business case study examples say after the background information and understanding of the stake behind the decision. Also, it’s important to understand that the decision will reflect the company’s objective. Moreover, every business case analysis example shows that the decision of the business reflects the business objectives, vision and mission.

Analysis & Benchmarking

Moving further in the business analyst case study and according to our problem of improving product quality improvement.

Analysing the recent process of setting up benchmarks. To create high-quality food products, here is the process:

Firstly measure the old process and benchmarks
Compare the organization’s benchmark with competitors’ benchmarks and standards.
Research for standards and benchmarks needed for improving the quality.
In-depth interviews and a survey frame the conduction by the production head, researchers, and experts, to identify small sports to improve.

Tool Creation

After all the findings and research work , the next step in the business analysis example is to create tools and fill the loopholes in the existing process to create a more suitable method.

Note: The process of tool creation and mapping is theoretical.

Afterwards, a final document which includes the findings, and research. Plus, the most suitable process will get on documents.

Requirements for new process added to the document.

As the name suggests in this business analyst case study the designed plan gets trial runs. The goal is to achieve the perfect quality of food. Moreover, it creates more than one process in theory with different variations.

Finalization

After continuous trials and feedback, it is essential to determine the best alternative in the next step of the business analyst case study. As a result, the organization select the best alternative which is most suited and effective. Calculation of process effectiveness:

Quality of product

Evaluate Value Added By Project

In the final stage of our business analyst case study, it is important to determine how effective and how the process of improving quality added to the profit levels of the business.

So, it was one of the business analyst case studies to explain real-world working and their requirements and strategies.

What is a case study for a business analyst?

Business case studies, either involve an ongoing issue or a company’s success, and analysts have communicative tools to determine the right decisions for business. Plus they demonstrate higher value & competence.

How do you write a case study for a business analyst?

Steps to writing a case study analysis

Step 1: Investigate the Company’s History and Growth
Step 2: Identify Strengths and Weaknesses
Step 3: Examine the External Environment.
Step 4: Analyze Your Findings.
Step 5: Identify Corporate-Level Strategy.
Step 6: Identify Business-Level Strategy.
Step 7: Analyze Implementations.

What Does a Business Analyst Do?

Business analysts go by many other job titles, including:

Business Architect
Business Intelligence Analyst
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Data Scientist
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Management Consultant
Process Analyst
Product Manager
Product Owner
Requirements Engineer
Systems Analyst

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Business Analyst Interview Preparation

Free Courses

Business analysis case studies.

Want to prepare for interview and learn a business analysis skill? Every Business Analyst case study is created to help you with interview preparation and learning new skills.

Case study for Interview prep
Case study for learning BA skills
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Business Analyst Case studies Overview

Key features.

Every case focuses on Business Analysis skills. Case studies have been prepared by experience Business Analysts. The key features are:

	Every case study focuses on key Business Analysis skills or techniques.
	Use of a tool in the case studies Case study solution using the technique and a tool (if needed)
	Business Analysis techniques basics also included

These case studies are designed to help you:

	To help you learn how does a business analyst work in real-life situations
	To get a hands-on exposure to a real-life project
	To help you understand the basics of a technique
	How business analysis activities are conducted in real-life projects

Business Analyst Case studies

We have created multiple case studies projects for business analysts. Each project focuses on a specific skill like documenting SRS and BRD, Prototyping, Process Modelling, Use case modelling and User Stories.

You can buy one of the case studies or can buy multiple case studies.

Case Study list

Creating SRS and BRD – Case Study

A real-life case study has been used to help you learn the documentation practically.

Process Modelling (Free Tool) case study

Process modelling is one of the most important techniques used by Business Analysts along with prototyping. In this course, we are going to use a case study to help you learn everything about Process modelling and get hands-on experience.

Process Modelling (MS Visio) Case Study

Prototyping Case Study

This prototyping course is a hands-on course using a case study based approach to help you master creating prototypes for a software project. Prototyping is one of the most important techniques for business analysts to help reach an agreement on software application with the stakeholders.

Case Study on Writing User Stories

Writing good user stories is one of the key skills for every Business Analyst. In this course, everything about user stories is covered. We will look at a case study and understand how to arrive at the user stories and how to write these correctly

Use Case Modelling Case Study

This course is a hands-on project based course to help you understand and create use case model. The course helps you use a free tool, called draw.io to work on the use case model.

Mastering Use Case Modelling – Case Study

Use Cases helps in understanding the interaction between the systems and actors.

A real-life case study has been used to help you learn the documentation practically. Know More

Process Modelling (Free Tool) Case Study

Use Case modelling Case Study

This course is a hands-on project based course to help you understand and create use case model. The course helps you use a free tool, called draw.io to work on the use case model. Know More

Use Cases helps in understanding the interaction between the systems and actors. Know More

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Interview Prep pack (2 mock interview) Resume review, 150+ BA interview Q&A, 2 mock interview

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47 case interview examples (from McKinsey, BCG, Bain, etc.)

Case interview examples - McKinsey, BCG, Bain, etc.

One of the best ways to prepare for case interviews at firms like McKinsey, BCG, or Bain, is by studying case interview examples.

There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.

The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.

McKinsey examples
BCG examples
Bain examples
Deloitte examples
Other firms' examples
Case books from consulting clubs
Case interview preparation

Click here to practise 1-on-1 with MBB ex-interviewers

1. mckinsey case interview examples.

Beautify case interview (McKinsey website)
Diconsa case interview (McKinsey website)
Electro-light case interview (McKinsey website)
GlobaPharm case interview (McKinsey website)
National Education case interview (McKinsey website)
Talbot Trucks case interview (McKinsey website)
Shops Corporation case interview (McKinsey website)
Conservation Forever case interview (McKinsey website)
McKinsey case interview guide (by IGotAnOffer)
McKinsey live case interview extract (by IGotAnOffer) - See below

2. BCG case interview examples

Foods Inc and GenCo case samples (BCG website)
Chateau Boomerang written case interview (BCG website)
BCG case interview guide (by IGotAnOffer)
Written cases guide (by IGotAnOffer)
BCG live case interview with notes (by IGotAnOffer)
BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below

3. Bain case interview examples

CoffeeCo practice case (Bain website)
FashionCo practice case (Bain website)
Associate Consultant mock interview video (Bain website)
Consultant mock interview video (Bain website)
Written case interview tips (Bain website)
Bain case interview guide (by IGotAnOffer)
Digital transformation case with ex-Bain consultant
Bain case mock interview with ex-Bain manager (below)

4. Deloitte case interview examples

Engagement Strategy practice case (Deloitte website)
Recreation Unlimited practice case (Deloitte website)
Strategic Vision practice case (Deloitte website)
Retail Strategy practice case (Deloitte website)
Finance Strategy practice case (Deloitte website)
Talent Management practice case (Deloitte website)
Enterprise Resource Management practice case (Deloitte website)
Footloose written case (by Deloitte)
Deloitte case interview guide (by IGotAnOffer)

5. Accenture case interview examples

Case interview workbook (by Accenture)
Accenture case interview guide (by IGotAnOffer)

6. OC&C case interview examples

Leisure Club case example (by OC&C)
Imported Spirits case example (by OC&C)

7. Oliver Wyman case interview examples

Wumbleworld case sample (Oliver Wyman website)
Aqualine case sample (Oliver Wyman website)
Oliver Wyman case interview guide (by IGotAnOffer)

8. A.T. Kearney case interview examples

Promotion planning case question (A.T. Kearney website)
Consulting case book and examples (by A.T. Kearney)
AT Kearney case interview guide (by IGotAnOffer)

9. Strategy& / PWC case interview examples

Presentation overview with sample questions (by Strategy& / PWC)
Strategy& / PWC case interview guide (by IGotAnOffer)

10. L.E.K. Consulting case interview examples

Case interview example video walkthrough (L.E.K. website)
Market sizing case example video walkthrough (L.E.K. website)

11. Roland Berger case interview examples

Transit oriented development case webinar part 1 (Roland Berger website)
Transit oriented development case webinar part 2 (Roland Berger website)
3D printed hip implants case webinar part 1 (Roland Berger website)
3D printed hip implants case webinar part 2 (Roland Berger website)
Roland Berger case interview guide (by IGotAnOffer)

12. Capital One case interview examples

Case interview example video walkthrough (Capital One website)
Capital One case interview guide (by IGotAnOffer)

12. EY Parthenon case interview examples

Candidate-led case example with feedback (by IGotAnOffer)

14. Consulting clubs case interview examples

Berkeley case book (2006)
Columbia case book (2006)
Darden case book (2012)
Darden case book (2018)
Duke case book (2010)
Duke case book (2014)
ESADE case book (2011)
Goizueta case book (2006)
Illinois case book (2015)
LBS case book (2006)
MIT case book (2001)
Notre Dame case book (2017)
Ross case book (2010)
Wharton case book (2010)

Practice with experts

Using case interview examples is a key part of your interview preparation, but it isn’t enough.

At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!

Top 12 Business Intelligence Case Studies (2024)

Business intelligence case studies are generally scenario-based questions that ask you to work through a solution to a proposed business problem.

For example, in a business intelligence case interview, you might be asked: How would you de-duplicate product listings that don’t have the same title, SKU, or description?

Your job is to ask the interviewer for more information, make assumptions about the case, propose a solution, and finally, consider the trade-offs of your solution. For business intelligence engineering roles, business case studies tend to fall into two broad categories:

Analytics - Analytics questions test your understanding of metrics and how they relate to business goals. Your job is to ask the interviewer for more information, make assumptions about the case, propose a solution, and finally, consider the trade-offs of your solution.

Database Design - Database/ technology questions ask you to design or discuss a tech solution to a given business problem.

Generally, business intelligence case studies are the most difficult part of business intelligence interviews, but using frameworks and understanding how they are graded can help you to prepare for your next BI case study interview.

What Does a Business Intelligence Engineer Do?

Business intelligence (BI) engineers are technology specialists who ensure that analysts and data scientists have access to the right data and technologies. A key responsibility is ensuring that the company’s data is organized and accessible. BI engineer case interviews mirror the type of work that candidates will perform on the job.

Specific tasks business intelligence engineers do include:

Creating reports, developing dashboards, and implementing analytics applications such as DataMiner or Tableau Desktop

Designing, developing, and maintaining data warehouses to store large volumes of structured, semi-structured, and unstructured data

Selecting hardware, software, and database management systems for data warehousing projects in line with organizational goals

Training and onboarding users to use business intelligence software

What Is a Business Intelligence Case Study?

Case studies are a common business intelligence interview question that present the interviewee with a specific business problem. The interviewee must then talk the interviewer through a potential solution for that problem.

Most business intelligence case studies cover designing dashboards or creating databases to function for business needs. Therefore, most problems are general business case studies or technical SQL case studies, and the interviewee must solve a problem relating to how data is being presented or stored.

A typical framework for solving business intelligence case questions includes four steps:

1. Clarify - Your first step should be to gather more information from the interviewer. Case studies tend to be vague and lack information. You’re responsible for digging in and finding out exactly what the question is asking.

2. Make Assumptions - Start forming a hypothesis and talk through your reasoning. Your goal should be to land on one hypothesis/solution for the problem, which you will analyze further.

3. Propose a Solution - State your solution, and talk the interviewer through your processes for building the solution.

4. Conduct Further Analysis - For analytics case studies, you’ll want to narrow your investigation to one key metric and support your hypothesis with data. For database design case studies, you’ll walk the interviewer through the schema for a database.

How Are Business Intelligence Case Interviews Graded?

There is not a set grading rubric for business intelligence case studies, as it’s often at the discretion of the interviewer. However, there are some areas you should focus on that will make your response stronger:

Curiosity- Clarifying questions helps you narrow your response. An Amazon business intelligence engineer told us: “If you don’t ask questions, the interviewer could fail you, because they wanted to give you some information to steer the discussion down a particular path.”

Ability to take direction - Our source said: “The interviewer decides where the candidate needs to end up in their solution.” Therefore, it’s important to take hints and coaching during the interview.

Thoroughness - Case questions assess the depth of your problem-solving approach. You can show this by asking clarifying questions, providing multiple data points for analysis, and making assumptions (and checking that those assumptions are correct).

Ability to adapt - Inevitably, something unexpected will come up in a case study question, like your preferred method isn’t feasible, and you will have to adapt. Take the cues the interviewer provides, and always be willing to change courses if needed.

Communication - BI cases assess your ability to summarize your solution and clearly explain your thought processes and assumptions. One tip: Ask the interviewer if they have any questions throughout your response. This can help you clarify your answer at the moment.

There’s no right or wrong answer to case study questions. Rather, candidates are graded on the quality of their responses. Using a framework will help you structure your response more clearly.

Business Intelligence Case Study: Mock Interview

Let’s take a look at an in-depth mock interview solution to a business intelligence case question asked at Amazon:

1. You want to de-duplicate products from multiple sellers in a large eCommerce database. How would you approach this?

More context. Products are listed under different seller names. So for the same product, we might see many variations, e.g., iPhone X and Apple iPhone 10. However, let’s say this example shows up for a lot of different products in various categories.

See a full mock interview solution to this question on YouTube .

Example Solution:

Here’s an edited solution from the mock interview:

Interviewee: “If it’s an established e-commerce company, I would assume that they would have some kind of an ID for every product in their inventory. So something like an SKU or an ID. And if it’s Amazon, then that’s pretty unique, and you know that even if the description is different under different sellers, I would assume that they would have the same SKU.”

“So if you just look at the list of all the SKUs and different sellers and then do a distinct GROUP BY on SKU across all sellers, you’ll find out which SKUs are replicated. And then, once you have that, you can go to the business team saying what you want to do with them.”

Follow-Up Question 2: Let’s say you don’t have an SKU. People create their product titles, along with an image and descriptions.

How would we then do the mapping to the SKU, or would you think of a different approach towards solving the problem?

Identifying Similar Images

“If we have images for these products that we think may be duplicated, we could try to use an algorithm to identify similar images. Then once you have that list of similar images, you look at the descriptions and build a string similarity algorithm that outputs which descriptions sound similar or are close to each other. Now you would have at least two data points that you know these two products are similar. Then it’s probably going to be a little bit of manual intervention to identify if they really are similar or not.”

Mock Interview Feedback

The example response provided some solid jumping-off points to solve the problem. However, there were missing factors that could have made the response stronger:

Consider the Scope

The response focused primarily on the example provided in the problem statement, e.g., iPhone X vs. Apple iPhone 10. However, in business case studies, it’s important to consider the broader context and incorporate that into your answer. In this case, considering a wider variety of products would have made the response stronger.

Having Multiple Data Points

In the example, there was just one type of product proposed. Having more data points to explain these concepts would have made the response more thorough and would have provided more examples to illustrate the proposed solution.

Considering Limitations

This particular response would have benefited from considering trade-offs to the proposed solution. In particular, the response didn’t address limitations like threshold error rates and automation. How accurate can we get with an automated word-matching solution, and would we be satisfied with the threshold?

Ultimately, the response could have benefited from a dialogue about implementation and business impact, as well as the technical details.

Additional BI Case Study Questions

Practice for the business intelligence interview with these sample database design and analytics case study questions:

5. Your company is launching a software product. Would you hire a customer success manager or use a free trial to grow the product?

The hypothesis you want to test is: Does a free trial result in cheaper engagement and acquisition costs, compared to using a CS manager?

Since this is a business intelligence role, you’ll want to frame the question in terms of metrics. Some of the metrics to consider include:

Costs of hiring the CSM (continuous) vs cost of free trial implementation (fixed)
Conversion rate from free to paid
Total revenue gained
Future product value

Each one of these metrics can be segmented additionally into new vs existing users. And if we apply weighting to each of these metrics we can ultimately come up with an equation that can maximize our goals.

6. What do you think are the most important metrics for WhatsApp?

An easy BI case study question like this assesses your data sense and the depth of your analytics knowledge. You might start with a clarifying question: Are we interested in revenue statistics (e.g. WhatsApp for Business) or more general user metrics?

For more general user engagement metrics, you could propose something like:

Daily active users (how would you define this?)
Average time spent on the platform by DAU
Average number of messages sent per user
Year-over-year or month-over-month increase in the average number of messages by users in different percentiles
Churn rate and retention curve

As you propose metrics, be sure to tie them back to the business. Answer this question: Why does this metric matter to WhatsApp?

7. What metrics would you look at to determine the demand for rides on a ride-sharing app? What metrics would tell you there is high demand and low supply?

First, define some of the metrics. Demand would be the number of ride requests, while supply would be the number of available drivers. How would you further analyze ride requests to measure demand?

See a full mock interview solution for this question on YouTube:

business intelligence case study mock interview video

8. In an insurance database, the marriage attribute column is marked TRUE for all customers. How would you debug what happened?

Follow-up question: What data would you look into and how would you find out who is actually married and who is not?

With this question, you’d want to start with some clarifying questions like:

What’s the table structure like?
How long has the bug existed?
Where is the insurance company located?

One first step would be to look at what went wrong. You could look at UPDATE and INSERT queries to identify what might have caused the problem initially.

Next, you might look for an easy solution. Are there dimensions or columns related to marriage? If there was a column spouse.name, for example, this would provide insights into whether a client is married or not. You could also look to see if reverting the data would show the correct marriage status before the bug existed.

A more complex approach might be to GROUP clients by the last name and then see if entries with the same last name share an address, insurance plan ID, etc.

9. You work for a SAAS business. To catch up to end-of-quarter revenue goals, would you send an email blast to your entire customer list?

Broadly speaking, sending a mass email blast to a list of customers is generally not a good idea, especially when the objective of the email is to increase sales.

A better solution is to segment the audience and personalize the messaging by the audience. For example, if a customer was about to reach their licensing limit, we could send a personalized offer to add more licenses, while a win-back campaign could be used for recently churned users.

10. You work for a 14-month-old SAAS company. You’re asked to calculate the average customer lifetime value. How would you do it?

More context: We know that the product costs $100, an average 10% monthly churn, and the average customer sticks around for 3.5 months.

Average lifetime value is defined by the prediction of the net revenue attributed to the entire future relationship with all customers averaged. Given that we don’t know the future net revenue, we can estimate it by taking the total amount of revenue generated divided by the total number of customers acquired over the same period of time.

However, there’s a catch: it’s only a 14-month-old company. As a result, the average customer length is biased , because the company hasn’t existed long enough to correctly measure a sample average that is indicative of the mean.

How would you calculate this? Try to find the expected value of the customer at each month as a multiplier of retention times the product cost.

11. Write a query to get the number of customers that were upsold, or the number of users who bought additional products after their first purchase.

More context: If the customer purchased two things on the same day, that does not count as an upsell, as they were purchased within a similar timeframe.

This question tests a candidate’s ability to analyze and interpret transaction data to uncover valuable business insights. It requires proficiency in SQL to group and filter data accurately, ensuring that the upsell condition is correctly identified.

To find the number of customers who were upsold, we analyze transaction data to identify users with multiple purchase dates. Initially, we group transactions by user ID and date to find unique purchase events. If a user has purchases on multiple dates, they are considered upsold. The optimized query uses a HAVING clause to filter users with more than one distinct purchase date, providing an efficient way to determine upsold customers.

12. You’re given two tables: employees and managers. Find the names of all employees who joined before their manager.

This question tests your ability to write queries that extract and manipulate data, particularly in hierarchical structures like employees and managers. The task demonstrates your attention to detail in comparing dates and ensuring accurate results.

To solve the problem of finding employees who joined before their manager, we need to compare the join dates from two related tables: employees and managers. By linking these tables using a LEFT JOIN on the manager_id, we can access both the employee’s and manager’s join dates. We then filter the results to include only those employees whose join date is earlier than their manager’s.

More Business Intelligence Resources

Prepare with these business intelligence interview questions , which are 29 commonly asked BI questions in areas like SQL, generic scenario-based cases, Python, and database design. Also, see our guide to Amazon business intelligence interviews and Google business intelligence interviews for more BI interview prep help.

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Real-Life Business Analysis Examples

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BCS Practitioner Certificate in Requirements Engineering
BCS Foundation Certificate in Business Analysis
BCS Foundation Certificate in Architecture Concepts and Domains
BCS International Diploma in Business Analysis

The primary goal of Business Analysis is to help organisations improve their efficiency and effectiveness, increase profitability, and achieve their strategic objectives. Business Analysts use various Business Analysis Tools and techniques, including data analysis, process modelling, stakeholder analysis and risk assessment, to accomplish their goals.

According to an analysis by the International Institute of Business Analysis (IIBA), individuals with the Certified Business Analysis Professional (CBAP) designation earn an average of 19% higher salary than non-certified Business Analysts. Further, in this blog, we will discuss real-world examples of Business Analysis in action, successful across various industries and domains.

Table of Contents

1) Understanding Business Analysis

2) Business Analysis Examples

3) Importance of Business Analysis

4) Roles and Responsibilities of a Business Analysis

5) Conclusion

Understanding Business Analysis

Business Analysis involves identifying business needs and recommending solutions to address them. It involves a systematic approach to understanding business processes, identifying problems or opportunities for improvement, and recommending changes to enhance the organisation's performance.

Business Analysis Examples

Now, let us discuss and analyse the Business Analysis Examples in two contexts: Common Examples and Real-life Examples.

Common Examples

Dive into the Detailed Case Study of Business Analysis .

Real-life Examples

Let us take a few real-life Business Analysis examples of a few renowned organisations:

Amazon :

Amazon’s online store can prove to be a fantastic example because it has used Business Analytics amazingly. It analyses the client database using the business model and statistical methods and then provides customised product suggestions to its audience.

Also, in-depth data analysis is done to create profitable company plans that enable supply chain management to run smoothly.

Get ready for your interview with our top Business Analyst Interview Questions .

Microsoft :

Microsoft discovered in 2015 that more in-person communication with its employees was necessary to improve the organisation's performance. Hence, the MS Workplace Analytics team decreased the number of offices from 5 to 4 to minimise the travel time required for meetings. Each week, this method saved around 100 hours of labour. Finally, Microsoft saved about 520,000 USD in net employee time every year.

Uber :

Uber used Business Analytics in 2018 to enhance Customer Obsession Ticket Assistant (COTA), a tool built on machine learning and a natural language processing platform for customer assistance. It enables agents to respond to support tickets more accurately and swiftly. After the initial iteration, they saw a 10% reduction in ticket resolution time. Uber eventually created COTA v2. As a result, the deep learning architecture garnered more attention.

Obtain a BCS Certificate in Business Analysis Practice to improve your understanding of Business Analysis techniques and skills. Register today!

Importance of Business Analysis

Business Analysis plays a crucial role in businesses because it supports decision-making and helps to pinpoint and resolve business issues, improving processes. The following are some key reasons to understand the significance of Business Analysis:

Identifying and solving business problems : Business Analysis helps identify business problems and determine the root causes, enabling organisations to develop effective solutions to address these problems.

Improving processes : Business Analysis can help organisations to identify inefficient processes and develop more effective ones. This can result in enhanced productivity, reduced costs, and increased customer satisfaction.

Supporting decision-making : Business Analysis provides valuable insights into business performance, enabling organisations to make informed decisions. It includes identifying trends, forecasting future performance, and assessing the impact of different options.

Facilitating communication and collaboration : Business Analysis helps communicate between different organisational stakeholders. It incorporates business leaders, IT professionals, and other departments, ensuring everyone is aligned and working towards common goals.

Enhancing project success : Business Analysis plays a critical role in ensuring the success of projects. By identifying requirements, managing stakeholder expectations, and ensuring that solutions are aligned with business objectives, Business Analysis helps to deliver projects that meet the organisation's needs.

Are you committed to enhancing your career in Business Analysis? Then, acquiring a BCS International Diploma in Business Analysis certification will boost your career prospects. Sign up now!

Roles and Responsibilities of a Business Analysis

Business Analyst roles and responsibilities can vary depending on the organisation and the specific project they are working on. However, here are some responsibilities that a Business Analyst may have:

Gathering and documenting requirements : Business Analysts are responsible for identifying and documenting business requirements, ensuring that they are clear, complete, and accurately reflect the organisation's needs.

Analysing business processes : Business Process Analysis, analyse and identify improvement areas, and make recommendations for process optimisation. Moreover, Business Process Analysis involves collaborating with stakeholders, including employees, managers, and other relevant parties, to gather valuable input and perspectives. This collaborative approach ensures a comprehensive understanding of the operational domain and facilitates the development of well-informed recommendations.

Developing business cases : These analysts develop business cases, assess proposed solutions' feasibility and present recommendations to stakeholders.

Managing stakeholders : They manage stakeholders, building relationships and ensuring they are engaged throughout the project lifecycle.

Facilitating communication : They facilitate communication between stakeholders, ensuring everyone is aligned and working towards common goals.

Testing and validating solutions : Business Analysts are responsible for testing and validating solutions to ensure they meet the organisation's needs and are aligned with business objectives.

Supporting project management : They provide input on project planning, risk management, and other project-related activities.

Continuous improvement : Business Analysts play a critical role in continuous improvement, identifying opportunities for improvement and making recommendations for process optimisation.

Explore the Key Roles and Responsibilities of a Business Analyst Today!

Conclusion

Reading this blog, we get introduced to several Business Analysis Examples. This helps us understand that by leveraging Business Analysis, organisations can achieve their goals, improve their performance, and gain a competitive advantage in their industries.

Are you interested in improving your skills and techniques relevant to your business operations? Then, register now with our Business Analysis Training courses to enhance your skill set.

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Top 20 Analytics Case Studies in 2024

Although the potential of Big Data and business intelligence are recognized by organizations, Gartner analyst Nick Heudecker says that the failure rate of analytics projects is close to 85%. Uncovering the power of analytics improves business operations, reduces costs, enhances decision-making , and enables the launching of more personalized products.

In this article, our research covers:

How to measure analytics success?

What are some analytics case studies.

According to Gartner CDO Survey, the top 3 critical success factors of analytics projects are:

Creation of a data-driven culture within the organization,
Data integration and data skills training across the organization,
And implementation of a data management and analytics strategy.

The success of the process of analytics depends on asking the right question. It requires an understanding of the appropriate data required for each goal to be achieved. We’ve listed 20 successful analytics applications/case studies from different industries.

During our research, we examined that partnering with an analytics consultant helps organizations boost their success if organizations’ tech team lacks certain data skills.

Enterprise	Industry of End User	Business Function	Type of Analytics	Description	Results	Analytics Vendor or Consultant
Fitbit	Health/ Fitness	Consumer Products	IoT Analytics		Better lifestyle choices for users.	Bernard Marr&Co.
Dominos	Food	Marketing	Marketing Analytics		Increased monthly revenue by 6%. Reduced ad spending cost by 80% y-o-y.	Google Analytics 360 and DBI
Brian Gravin Diamond	Luxury/ Jewelry	Sales	Sales Analytics	Improving their online sales by understanding user pre-purchase behaviour.	New line of designs in the website contributed to 6% boost in sales. 60% increase in checkout to the payment page.	Google Analytics Enhanced Ecommerce
*	Marketing Automation	Marketing	Marketing Analytics		Conversions improved by the rate of 10x	Google Analytics and Marketo
Build.com	Home Improvement Retail	Sales	Retail Analytics	Providing dynamic online pricing analysis and intelligence	Increased sales & profitability Better, faster pricing decisions	Numerator Pricing Intel and Numerator
Ace Hardware	Hardware Retail	Sales	Pricing Analytics		Increased exact and ‘like’ matches by 200% across regional markets.	Numerator Pricing Intel and Numerator
SHOP.COM	Online Comparison in Retail	Supply Chain	Retail Analytics	increased supply chain and onboarding process efficiencies.	57% growth in drop ship orders $89K customer serving support savings Improved customer loyalty	SPS Commerce Analytics and SPS Commerce
Bayer Crop Science	Agriculture	Operations	Edge Analytics/IoT Analytics		Faster decision making to help farmers optimize growing conditions	AWS IoT Analytics AWS Greengrass
Farmers Edge	Agriculture	Operations	Edge Analytics	Collecting data from edge in real-time	Better farm management decisions that maximize productivity and profitability.	Microsoft Azure IoT Edge
Lufthansa	Transportation	Operations	Augmented Analytics/Self-service reporting		Increase in the company’s efficiency by 30% as data preparation and report generation time has reduced.	Tableau
Walmart	Retail	Operations	Graph Analytics		Increased revenue by improving customer experience	Neo4j
Cerved	Risk Analysis	Operations	Graph Analytics			Neo4j
Nextplus	Communication	Sales/ Marketing	Application Analytics	With Flurry, they analyzed every action users perform in-app.	Boosted conversion rate 5% in one month	Flurry
Telenor	Telco	Maintenance	Application Analytics		Improved customer experience	AppDynamics
Cepheid	Molecular diagnostics	Maintenance	Application Analytics		Eliminating the need for manual SAP monitoring.	AppDynamics
*	Telco	HR	Workforce Analytics	Finding out what technical talent finds most and least important.	Improved employee value proposition Increased job offer acceptance rate Increased employee engagement	Crunchr
Hostelworld	Vacation	Customer experience	Marketing Analytics		500% higher engagement across websites and social 20% Reduction in cost per booking	Adobe Analytics
Phillips	Retail	Marketing	Marketing Analytics		Testing ‘Buy’ buttons increased clicks by 20%. Encouraging a data-driven, test-and-learn culture	Adobe
*	Insurance	Security	Behavioral Analytics/Security Analytics	Identifying anomalous events such as privileged account logins from a machine for the first time, rare time of day logins, and rare/suspicious process runs.		Securonix
Under Armour	Retail	Operations	Retail Analytics			IBM Watson

*Vendors have not shared the client name

For more on analytics

If your organization is willing to implement an analytics solution but doesn’t know where to start, here are some of the articles we’ve written before that can help you learn more:

AI in analytics: How AI is shaping analytics
Edge Analytics in 2022: What it is, Why it matters & Use Cases
Application Analytics: Tracking KPIs that lead to success

Finally, if you believe that your business would benefit from adopting an analytics solution, we have data-driven lists of vendors on our analytics hub and analytics platforms

We will help you choose the best solution tailored to your needs:

Next to Read

14 case studies of manufacturing analytics in 2024, iot analytics: benefits, challenges, use cases & vendors [2024].

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Mastering Case Study Interview Questions for Business Analysts: Strategies for Success

Case study interview questions are a type of job interview where candidates are presented with a real or simulated business scenario or problem and are asked to analyze, assess, and propose solutions to the situation. These interviews are commonly used to evaluate a candidate’s problem-solving skills, critical thinking abilities, domain knowledge, communication skills, and how well they can apply their skills to real-world business challenges.

Case study interviews are a common component of the hiring process for business analysts. They aim to assess a candidate’s analytical thinking, problem-solving abilities, and decision-making skills in a real-world context.

Case studies for business analysts are scenarios or real-world problems that candidates are presented with during interviews to assess their analytical thinking, problem-solving skills, and ability to make informed decisions. These case studies are designed to simulate the types of challenges and situations that business analysts may encounter in their roles. Case study interviews are important for business analysts for several reasons:

1. Realistic Simulation: Case study interviews provide a realistic simulation of the kind of complex and multifaceted problems that business analysts encounter in their roles. They offer candidates a chance to demonstrate their ability to analyse, think critically, and make informed decisions based on incomplete or ambiguous information.

2. Problem-Solving Skills: Case studies test a candidate’s problem-solving skills. Business analysts often need to analyse various aspects of a problem, break it down into manageable components, identify root causes, and propose effective solutions. Case study interviews assess a candidate’s approach to tackling such challenges.

3. Analytical Thinking: Business analysts need strong analytical thinking skills to dissect problems, gather relevant information, and draw logical conclusions. Case study interviews assess a candidate’s ability to analyse data, identify trends, and make data-driven decisions.

4. Decision-Making: Business analysts often need to make decisions that impact an organization’s strategies, operations, and outcomes. Case study interviews evaluate a candidate’s decision-making skills under pressure and their ability to make well-reasoned choices.

5. Domain Knowledge: Case studies allow candidates to apply their domain knowledge to practical scenarios. This is particularly important for business analysts who work in specialized industries where understanding industry-specific nuances is critical.

6. Prioritization and Time Management: Business analysts must manage multiple tasks and prioritize their workload. Case study interviews can assess a candidate’s ability to manage time effectively and prioritize tasks based on their significance and urgency.

Overall, case study interviews provide a comprehensive and practical assessment of a candidate’s capabilities as a business analyst, offering valuable insights into their analytical thinking, problem-solving skills, domain expertise, and ability to thrive in challenging work environments.

Sample Case Study Interview Questions

Candidates must use their creativity, analytical thinking, data interpretation, and industry expertise in order to succeed in these interviews. It is crucial for candidates to explain the rationale behind their decisions in addition to how they arrived at their recommendations. Success in case study interviews for business analysts depends on thorough understanding of business principles, effective communication, and structured problem-solving. Following are few sample case studies to help candidates understand the nature of these interviews as well as how to approach such questions.

Case 1: Market Entry Strategy

Company X, a technology firm, is considering entering a new international market. They want to tap into a growing economy with a strong demand for their products. You have been asked to recommend the most suitable market entry strategy. Consider factors like market size, competition, and regulatory environment.

Question 1: What is the primary factor that Company X should consider when selecting a market entry strategy for the new international market?

A) Company’s financial resources

B) Cultural diversity of the target market

C) Strong demand for products in the market

D) Political stability of the target country

Answer: C) Strong demand for products in the market

Explanation: The key consideration for entering a new market is whether there’s a demand for the company’s products. While other factors are important, such as financial resources and political stability, the fact that the market has a strong demand for the products makes it a primary factor in the decision-making process.

Question 2: Company X wants to minimize its risk exposure in the new market while still capitalizing on the strong demand. Which market entry strategy is most suitable for this scenario?

A) Exporting

B) Joint Venture

C) Direct Investment

D) Franchising

Answer: A) Exporting

Explanation: Exporting allows Company X to enter the market with relatively lower risk and investment. It involves selling products from the home country to the target market, which minimizes the need for significant upfront investments like direct investments or joint ventures.

Question 3: Company X values local expertise and distribution network in the new market. Which market entry strategy aligns with this preference?

B) Licensing

C) Joint Venture

D) Direct Investment

Answer: C) Joint Venture

Explanation: Joint Venture involves partnering with a local company, which brings local expertise and an established distribution network. This strategy allows Company X to leverage the partner’s knowledge of the market while sharing the risks and rewards.

Question 4: In terms of regulatory environment, which market entry strategy provides Company X with the most control over its operations in the new market?

A) Franchising

C) Exporting

Answer: D) Direct Investment

Explanation: Direct Investment, such as setting up subsidiaries or wholly-owned subsidiaries, provides Company X with the highest level of control over its operations in the new market. This strategy allows them to make decisions independently and tailor their operations to local conditions.

Question 5: Company X has limited financial resources. Which market entry strategy is the most cost-effective way to tap into the strong demand in the new market?

A) Direct Investment

D) Joint Venture

Answer: C) Exporting

Explanation: Exporting typically requires lower upfront investment compared to strategies like direct investment or joint venture. It allows Company X to leverage its existing resources to reach the new market and capitalize on the demand without significant financial risk.

Case 2: Process Optimization

Company Y, a manufacturing company, is experiencing delays in its production process. These delays are impacting customer satisfaction and profitability. Your task is to identify the bottlenecks in the process, suggest improvements, and estimate potential cost savings.

Question 1: Which of the following best defines a bottleneck in a manufacturing process?

A) A point in the process with excess capacity

B) A step that operates at maximum efficiency

C) A point in the process that slows down overall production

D) A step that requires minimal resources

Answer: C) A point in the process that slows down overall production

Explanation: A bottleneck is a point in the process that restricts the flow of production and slows down the overall process. It is the part of the process that has the lowest capacity or efficiency, causing delays.

Question 2: Company Y identifies a bottleneck in the assembly line where workers are frequently waiting for parts. What improvement strategy should they focus on?

A) Increasing the number of workers in the assembly line

B) Streamlining the production process to eliminate non-value-added steps

C) Reducing the number of parts used in assembly

D) Increasing the amount of inventory for parts

Answer: B) Streamlining the production process to eliminate non-value-added steps

Explanation: Eliminating non-value-added steps and improving the flow of materials can help reduce wait times and alleviate the bottleneck. Increasing the number of workers or increasing inventory might not address the root cause of the issue.

Question 3: What is the purpose of conducting a root cause analysis in process optimization?

A) To identify all steps in the process

B) To assign blame for process delays

C) To identify underlying causes of process inefficiencies

D) To increase the number of process steps

Answer: C) To identify underlying causes of process inefficiencies

Explanation: Root cause analysis is conducted to identify the underlying factors that contribute to process inefficiencies or delays. It helps to pinpoint the true causes of problems rather than just addressing symptoms.

Question 4: In the context of process optimization, what is the “Theory of Constraints” (TOC)?

A) A method for increasing the number of process steps

B) A strategy to eliminate all bottlenecks in a process

C) An approach to identifying and managing constraints that limit process performance

D) A technique to maximize inventory levels

Answer: C) An approach to identifying and managing constraints that limit process performance

Explanation: The Theory of Constraints (TOC) is a management philosophy that focuses on identifying and managing constraints or bottlenecks in a process to improve overall performance. It aims to optimize the flow of work through the entire system.

Question 5: Company Y implements process improvements that reduce production time per unit by 20%. If they produce 1,000 units per month and each unit generates $50 in profit, what is the estimated monthly cost savings?

Answer: C) $10,000

Explanation: If each unit generates $50 in profit, a 20% reduction in production time per unit would result in a savings of 20% * $50 = $10 per unit. With 1,000 units produced per month, the total estimated monthly cost savings would be 1,000 units * $10 = $10,000.

Case 3: Customer Segmentation and Marketing

Company Z, an e-commerce retailer, wants to improve its marketing strategies. They have a diverse customer base and want to tailor their campaigns to different segments. Your job is to analyze customer data, identify distinct segments, and recommend marketing approaches for each segment.

Question 1: What is the primary goal of customer segmentation in marketing?

A) To increase the total number of customers

B) To target all customers with the same marketing messages

C) To identify and group customers with similar characteristics and preferences

D) To eliminate certain customer segments to focus on others

Answer: C) To identify and group customers with similar characteristics and preferences

Explanation: Customer segmentation involves grouping customers based on shared characteristics and preferences. This allows the company to create targeted marketing strategies that resonate with each group.

Question 2: What data sources are most valuable for conducting customer segmentation?

A) Random demographic data

B) Purchase history, behavioural data, and survey responses

C) Social media followers’ profiles

D) General industry trends

Answer: B) Purchase history, behavioural data, and survey responses

Explanation: Purchase history, behavioural data, and survey responses provide insights into customer preferences, habits, and interests. These data sources are crucial for creating meaningful customer segments.

Question 3: Company Z identifies two customer segments: price-sensitive shoppers and brand-conscious shoppers. What marketing approach is suitable for the price-sensitive segment?

A) Premium pricing and exclusive offers

B) Targeted ads focusing on brand value

C) Discounts and promotions

D) Social media influencer collaborations

Answer: C) Discounts and promotions

Explanation: Price-sensitive shoppers are likely to respond well to discounts and promotions. This approach aligns with their preference for cost-saving opportunities.

Question 4: How does personalized marketing content benefit customer segmentation efforts?

A) It reduces the need for customer segmentation

B) It ensures that all customers receive the same messages

C) It increases customer loyalty and engagement

D) It decreases the need for analysing customer data

Answer: C) It increases customer loyalty and engagement

Explanation: Personalized marketing content resonates with individual customers, enhancing their engagement and loyalty. It reinforces the effectiveness of customer segmentation by addressing specific needs and preferences.

Question 5: Company Z wants to target high-value customers who make frequent purchases. Which marketing approach is most suitable for this segment?

A) Broad, general advertisements

B) Limited-time offers for new customers

C) Loyalty programs and exclusive rewards

D) Social media engagement campaigns

Answer: C) Loyalty programs and exclusive rewards

Explanation: High-value customers who make frequent purchases are likely to respond positively to loyalty programs and exclusive rewards. These strategies incentivize their continued engagement and purchases.

Case 4: Product Pricing Strategy

Company A, a consumer goods manufacturer, is launching a new product. They need help determining the optimal pricing strategy. Analyze market research, competitor pricing, and cost data to recommend a pricing strategy that maximizes revenue and market share.

Question 1: What is the primary goal of a product pricing strategy?

A) To set the highest possible price to maximize profit

B) To match competitors’ prices exactly

C) To attract customers with the lowest price possible

D) To balance maximizing revenue with market share objectives

Answer: D) To balance maximizing revenue with market share objectives

Explanation: The primary goal of a pricing strategy is to strike a balance between generating maximum revenue and gaining a competitive market share. It involves considering both the price customers are willing to pay and the company’s profitability goals.

Question 2: What role does competitor pricing play in determining a pricing strategy?

A) Competitor pricing should always be matched or undercut

B) Competitor pricing has no impact on the company’s pricing decisions

C) Competitor pricing provides insights into market benchmarks and customer perceptions

D) Competitor pricing is the sole factor in setting the product’s prices

Answer: C) Competitor pricing provides insights into market benchmarks and customer perceptions

Explanation: Competitor pricing helps a company understand how its prices compare to market norms and competitors. It also provides insights into how customers perceive the product’s value in relation to alternatives.

Question 3: What pricing strategy involves initially setting a lower price to quickly gain market share and attract customers?

A) Skimming pricing

B) Cost-plus pricing

C) Penetration pricing

D) Premium pricing

Answer: C) Penetration pricing

Explanation: Penetration pricing involves setting a lower initial price to attract customers quickly and gain market share. This strategy aims to stimulate demand and establish the product in the market.

Question 4: Company A is introducing a luxury product with premium features. What pricing strategy is suitable for this scenario?

D) Competitive pricing

Answer: A) Skimming pricing

Explanation: Skimming pricing involves setting a high initial price for a product with unique or premium features. This strategy targets early adopters willing to pay a premium, and the price may be gradually lowered as demand grows.

Question 5: How does value-based pricing differ from cost-plus pricing?

A) Value-based pricing focuses solely on costs

B) Cost-plus pricing considers customer perceptions of value

C) Value-based pricing is unrelated to customer preferences

D) Cost-plus pricing relies on competitor pricing data

Answer: B) Cost-plus pricing considers customer perceptions of value

Explanation: Value-based pricing considers what customers are willing to pay based on the perceived value of the product. Cost-plus pricing, while considering costs, also factors in customer perceptions of value to determine a fair price.

Case 5: Financial Performance Analysis in Case Study Interview Questions

Company B, a financial services provider, is experiencing declining profitability. You’re tasked with analysing the company’s financial statements, identifying key drivers of the decline, and suggesting strategies to improve profitability.

Question 1: Which financial statement provides an overview of a company’s financial performance over a specific period, including revenues, expenses, and net income?

A) Balance Sheet

B) Statement of Cash Flows

C) Income Statement

D) Statement of Retained Earnings

Answer: C) Income Statement

Explanation: The Income Statement, also known as the Profit and Loss Statement, summarizes a company’s revenues, expenses, and net income for a given period, indicating its profitability.

Question 2: Company B’s declining profitability is indicated by a decreasing net income. What could be a potential reason for this decline?

A) Increasing revenues

B) Decreasing expenses

C) Rising costs

D) Growing customer base

Answer: C) Rising costs

Explanation: Declining profitability could result from rising costs that outpace any increase in revenues. If expenses, such as production or operating costs, are increasing without a proportional increase in revenue, it can lead to lower net income.

Question 3: Which financial ratio measures a company’s ability to meet its short-term obligations using its most liquid assets?

A) Debt-to-Equity Ratio

B) Current Ratio

C) Return on Equity (ROE)

D) Gross Margin Ratio

Answer: B) Current Ratio

Explanation: The Current Ratio measures a company’s ability to cover its short-term liabilities with its short-term assets, providing insight into its liquidity and short-term solvency.

Question 4: Company B’s Gross Margin Ratio has been decreasing. What does this decrease signify?

A) Increasing profitability

B) Decreasing efficiency in cost control

C) Improving sales revenue

D) Lowering operating expenses

Answer: B) Decreasing efficiency in cost control

Explanation: A decreasing Gross Margin Ratio suggests that the company’s cost of goods sold is increasing faster than its sales revenue. This indicates potential inefficiencies in cost management.

Question 5: What is one strategy Company B could implement to improve profitability based on financial analysis?

A) Increase advertising expenditure

B) Lower product prices

C) Reduce operating expenses

D) Expand production without analysing demand

Answer: C) Reduce operating expenses

Explanation: Reducing operating expenses is a common strategy to improve profitability. It can involve cost-cutting measures that do not compromise the quality of products or services.

Case 6: Supply Chain Optimization in Case Study Interview Questions

Company C, a retail chain, is facing challenges with its supply chain. There are issues related to inventory management, transportation, and supplier relationships. Your role is to identify inefficiencies and propose solutions to optimize the supply chain.

Question 1: What is the primary goal of supply chain optimization?

A) Maximizing inventory levels

B) Minimizing supplier relationships

C) Reducing transportation costs

D) Enhancing overall efficiency and effectiveness

Answer: D) Enhancing overall efficiency and effectiveness

Explanation: The primary goal of supply chain optimization is to improve the efficiency and effectiveness of the entire supply chain, from procurement to distribution, to achieve cost savings and better service.

Question 2: Company C is experiencing stockouts due to inefficient inventory management. What strategy can help address this issue?

A) Increasing order quantities to maintain higher inventory levels

B) Implementing a Just-In-Time (JIT) inventory system

C) Expanding the number of suppliers

D) Centralizing the distribution network

Answer: B) Implementing a Just-In-Time (JIT) inventory system

Explanation: A JIT inventory system involves maintaining minimal inventory levels and receiving goods only as needed. This strategy can help prevent stockouts while reducing excess inventory costs.

Question 3: What does the term “bullwhip effect” refer to in supply chain management?

A) A sudden increase in transportation costs

B) An unexpected drop in demand

C) The amplification of demand fluctuations as they move up the supply chain

D) A decrease in supplier responsiveness

Answer: C) The amplification of demand fluctuations as they move up the supply chain

Explanation: The bullwhip effect describes the phenomenon where small fluctuations in demand are amplified as they move up the supply chain. It can result in inventory imbalances and inefficient resource allocation.

Question 4: Company C has multiple suppliers for the same product. What benefit does this strategy offer?

A) It simplifies supplier relationships

B) It ensures redundancy in case of supply chain disruptions

C) It minimizes transportation costs

D) It leads to lower product quality

Answer: B) It ensures redundancy in case of supply chain disruptions

Explanation: Having multiple suppliers for the same product provides redundancy, reducing the risk of disruptions caused by issues with a single supplier. This strategy enhances supply chain resilience.

Question 5: What role does data analytics play in supply chain optimization?

A) It increases transportation costs

B) It eliminates the need for supplier relationships

C) It improves demand forecasting and inventory management

D) It leads to overstocking of inventory

Answer: C) It improves demand forecasting and inventory management

Explanation: Data analytics can help analyse historical data to forecast demand accurately, leading to improved inventory management. It helps avoid both stockouts and overstocking.

Case 7: Mergers and Acquisitions in Case Study Interview Questions

Company D is considering acquiring a competitor to strengthen its market position. You are responsible for evaluating the potential acquisition, analysing the financial health of the target company, and assessing the strategic fit between the two entities.

Question 1: What is the primary goal of a merger or acquisition?

A) To eliminate competition

B) To reduce the size of the acquiring company

C) To increase market share and strengthen competitive position

D) To replace the leadership of the acquiring company

Answer: C) To increase market share and strengthen competitive position

Explanation: The primary goal of a merger or acquisition is often to increase market share, enhance competitiveness, and achieve synergies that benefit both the acquiring and target companies.

Question 2: What is the due diligence process in the context of mergers and acquisitions?

A) A legal requirement for completing the acquisition

B) The final stage of negotiations between the two companies

C) The process of evaluating the target company’s financial health, operations, and risks

D) A process to dissolve the target company’s existing contracts

Answer: C) The process of evaluating the target company’s financial health, operations, and risks

Explanation: Due diligence involves a thorough assessment of the target company’s financials, operations, legal matters, and other aspects to ensure that the acquiring company has a clear understanding of what it is acquiring.

Question 3: What financial ratio helps evaluate the ability of the acquiring company to cover its debt obligations after the acquisition?

A) Return on Investment (ROI)

B) Price-to-Earnings (P/E) Ratio

C) Debt-to-Equity Ratio

D) Current Ratio

Answer: D) Current Ratio

Explanation: The Current Ratio measures a company’s ability to meet short-term obligations using short-term assets. It helps assess the company’s liquidity and ability to cover debt payments post-acquisition.

Question 4: What is a key consideration when assessing the strategic fit between the acquiring company and the target company?

A) Redundant products and services

B) Identical corporate cultures

C) Shared customer base

D) Complementary strengths and weaknesses

Answer: D) Complementary strengths and weaknesses

Explanation: Assessing the strategic fit involves evaluating how the strengths of the acquiring and target companies complement each other. This synergy can lead to enhanced competitiveness and value creation.

Question 5: What is a potential downside of a poorly executed merger or acquisition?

A) Enhanced market position

B) Decreased competition

C) Loss of key talent

D) Elimination of operational challenges

Answer: C) Loss of key talent

Explanation: A poorly executed merger or acquisition can result in cultural clashes, uncertainty, and loss of key talent from both the acquiring and target companies.

Case 8: Customer Satisfaction Enhancement in Case Study Interview Questions

Company E, a telecom provider, is receiving a high number of customer complaints. Your task is to analyse customer feedback, identify the root causes of dissatisfaction, and propose strategies to enhance customer satisfaction and retention.

Question 1: What is the primary goal of analysing customer feedback in this scenario?

A) To identify the most profitable customer segments

B) To determine the best marketing strategy

C) To improve customer satisfaction and retention

D) To reduce the number of customer complaints

Answer: C) To improve customer satisfaction and retention

Explanation: Analysing customer feedback helps identify areas of dissatisfaction and allows the company to implement strategies to enhance customer satisfaction and ultimately retain more customers.

Question 2: Company E finds that most customer complaints are related to call wait times and technical support. What action can be taken to address this issue?

A) Reduce the number of customer service representatives

B) Outsource customer support to a third-party provider

C) Invest in improving call centre efficiency and technical support quality

D) Discontinue customer support services

Answer: C) Invest in improving call centre efficiency and technical support quality

Explanation: To address complaints related to call wait times and technical support, Company E should invest in improving call centre efficiency and enhancing technical support quality to provide better customer experiences.

Question 3: What is the significance of identifying root causes of customer dissatisfaction rather than just addressing surface-level complaints?

A) Root causes are often too complex to address effectively

B) Surface-level complaints are typically more important to customers

C) Identifying root causes requires excessive resources

D) Addressing root causes leads to sustainable improvements

Answer: D) Addressing root causes leads to sustainable improvements

Explanation: Addressing root causes of dissatisfaction leads to more sustainable improvements, as it prevents the recurrence of similar issues and ensures a better overall customer experience.

Question 4: In terms of customer satisfaction, why is proactive communication important for Company E?

A) Proactive communication can replace the need for customer support

B) Proactive communication reduces customer expectations

C) Proactive communication demonstrates responsiveness and care

D) Proactive communication is more cost-effective than traditional advertising

Answer: C) Proactive communication demonstrates responsiveness and care

Explanation: Proactively communicating with customers demonstrates that the company is attentive to their needs and is actively working to address concerns. This builds customer trust and enhances satisfaction.

Question 5: What strategy can Company E use to incentivize loyal customers and encourage retention?

A) Increasing prices for existing customers

B) Offering discounts and special promotions to new customers only

C) Implementing a customer loyalty program with exclusive rewards

D) Reducing the quality of service to reduce costs

Answer: C) Implementing a customer loyalty program with exclusive rewards

Explanation: Implementing a customer loyalty program with exclusive rewards, discounts, and special benefits incentivizes loyal customers to stay with the company and builds stronger relationships.

Case 9: New Product Development in Case Study Interview Questions

Company F, a pharmaceutical company, is researching a new drug. You are tasked with conducting a feasibility analysis, including market demand, regulatory considerations, and potential risks, to guide the decision on whether to proceed with development.

Question 1: What is the purpose of conducting a feasibility analysis for a new pharmaceutical product?

A) To determine the cost of manufacturing the product

B) To forecast the revenue potential of the product

C) To assess the market demand, regulatory requirements, and potential risks

D) To develop the marketing strategy for the product

Answer: C) To assess the market demand, regulatory requirements, and potential risks

Explanation: Conducting a feasibility analysis for a new pharmaceutical product involves evaluating factors such as market demand, regulatory compliance, potential risks, and the overall viability of the product in the market.

Question 2: Why is understanding market demand crucial in the feasibility analysis of a new pharmaceutical product?

A) Market demand directly affects manufacturing costs

B) Market demand determines the revenue potential of the product

C) Market demand indicates the level of competition in the industry

D) Market demand influences regulatory approval

Answer: B) Market demand determines the revenue potential of the product

Explanation: Understanding market demand helps assess the potential sales and revenue of the new pharmaceutical product. It provides insights into the product’s attractiveness in the market and its potential success.

Question 3: What role do regulatory considerations play in the feasibility analysis of a new pharmaceutical product?

A) Regulatory considerations are irrelevant in the early stages of product development

B) Regulatory considerations determine the manufacturing process of the product

C) Regulatory considerations impact the product’s approval and market entry

D) Regulatory considerations solely affect the marketing strategy

Answer: C) Regulatory considerations impact the product’s approval and market entry

Explanation: Regulatory considerations are crucial in the pharmaceutical industry as they determine whether the product can gain approval for sale in the market. Compliance with regulations is essential for product success.

Question 4: What is a potential risk that should be evaluated in the feasibility analysis of a new pharmaceutical product?

A) Competitor market share

B) Manufacturing cost projections

C) Potential adverse effects on patients

D) Regulatory approval timelines

Answer: C) Potential adverse effects on patients

Explanation: Evaluating potential adverse effects on patients is an important risk consideration in pharmaceutical product development. Ensuring product safety is essential to regulatory approval and market success.

Question 5: What factor might influence the decision to proceed with the development of a new pharmaceutical product even if the feasibility analysis reveals potential risks?

A) Manufacturing costs

B) Market demand

C) Competitor strategies

D) Marketing budget

Answer: B) Market demand

Explanation: If the feasibility analysis indicates strong market demand and the potential for significant revenue, the company might still decide to proceed with development, taking necessary measures to mitigate the identified risks.

Case 10: Risk Management in Case Study Interview Questions

Company G operates in a highly regulated industry. They are concerned about compliance risks and data security. Your role is to assess the company’s risk exposure, identify potential risks, and recommend risk mitigation strategies.

Question 1: What is the primary goal of risk management in a highly regulated industry like Company G’s?

A) To eliminate all risks completely

B) To transfer all risks to external parties

C) To identify and mitigate risks to an acceptable level

D) To ignore risks that are unlikely to occur

Answer: C) To identify and mitigate risks to an acceptable level

Explanation: In a highly regulated industry, the goal of risk management is to identify potential risks, assess their impact, and implement strategies to mitigate or manage those risks to a level that is acceptable to the company.

Question 2: What is a compliance risk that Company G might face in its highly regulated industry?

A) Violation of industry regulations

B) High employee turnover

C) Lack of innovation

D) Strong competition

Answer: A) Violation of industry regulations

Explanation: Compliance risk refers to the potential of violating industry regulations or legal requirements. This risk can lead to legal consequences, fines, and reputational damage.

Question 3: Why is data security a significant concern for Company G in its risk management efforts?

A) Data security is not relevant in risk management

B) Data security is a competitive advantage

C) Data breaches can lead to financial losses and reputation damage

D) Data security only affects employees, not customers

Answer: C) Data breaches can lead to financial losses and reputation damage

Explanation: Data breaches can result in significant financial losses due to legal liabilities, regulatory fines, and reputation damage. Protecting sensitive data is crucial in risk management.

Question 4: What is the purpose of conducting a risk assessment in risk management?

A) To ignore potential risks

B) To transfer all risks to insurance providers

C) To prioritize risks based on their potential impact and likelihood

D) To eliminate all risks completely

Answer: C) To prioritize risks based on their potential impact and likelihood

Explanation: Risk assessment involves identifying, evaluating, and prioritizing risks based on their potential impact and likelihood. This helps allocate resources effectively to manage the most significant risks.

Question 5: What is a risk mitigation strategy that Company G can implement to address compliance risks?

A) Ignoring compliance regulations

B) Increasing employee turnover

C) Conducting regular compliance training and audits

D) Decreasing competition

Answer: C) Conducting regular compliance training and audits

Explanation: Conducting regular compliance training and audits helps ensure that employees understand and adhere to regulations, reducing the likelihood of compliance violations and associated risks.

Acing the Case Study Interview Questions

-Define the Scope: Clearly define the scope of the problem. What are the key variables, stakeholders, and constraints involved? This step helps you narrow down the problem and focus your analysis.

-Gather Information: Gather relevant information from the case study materials provided. This might include financial data, market trends, customer feedback, etc. Take notes to keep track of important details.

-Analyse the Data: Apply your analytical skills to dissect the information you’ve gathered. Use frameworks or models relevant to the problem, such as SWOT analysis, Porter’s Five Forces, or a decision tree.

-Generate Hypotheses: Develop hypotheses about the potential causes of the problem. Consider multiple perspectives and explore various scenarios.

-Prioritize Solutions: Propose a range of solutions based on your analysis. Prioritize these solutions by weighing their pros and cons. Consider short-term vs. long-term impacts and the feasibility of implementation.

-Communication Skills: Effective communication is crucial. Present your findings and recommendations in a clear, structured manner. Use visual aids like charts or graphs to convey complex information.

-Justify Recommendations: Back up your recommendations with logical reasoning and evidence from the case study data. Explain why you believe your proposed solutions are the best course of action.

In conclusion, case study interviews serve as a pivotal component in evaluating the readiness and aptitude of business analysts for the dynamic challenges they will encounter in their roles. These interviews offer candidates the opportunity to showcase their problem-solving prowess, analytical thinking, domain expertise, and effective communication skills. By immersing candidates in realistic scenarios that mirror the complexities of real-world business challenges, case study interviews provide insights into how well candidates can navigate ambiguity, prioritize solutions, and make informed decisions. Ultimately, case study interviews play a crucial role in identifying candidates who possess the acumen and adaptability required to excel as business analysts, contributing to the success and growth of organizations across various industries.

Top 50 Case Study Interview Questions for Business Analysts

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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!

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.

Simplify content creation and brand management for your team

Collaborate on designs , mockups and wireframes with your non-design colleagues
Lock down your branding to maintain brand consistency throughout your designs
Why start from scratch? Save time with 1000s of professional branded templates

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.

Fuji Xerox Australia Business Equipment Case Study

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.

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35 Case Interviews Examples from MBB / Big Four Firms

Studying case interview examples is one of the first steps in preparing for the management consulting recruitment process. If you don’t want to spend hours searching the web, this article presents a comprehensive and convenient list for you – with 35 example cases, 16 case books, along with a case video accompanied by detailed feedback on tips and techniques.

A clear understanding of “what is a case interview” is essential for effective use of these examples. I suggest reading our Case Interview 101 guide, if you haven’t done so.

McKinsey case interview examples

Mckinsey practice cases.

Diconsa Case
Electro-Light Case
GlobaPharm Case
National Education Case

What should I know about McKinsey Case interviews?

At McKinsey, case interviews often follow the interviewer-led format , where the interviewer asks you multiple questions for you to answer with short pitches.

How do you nail these cases? Since the questions can be grouped into predictable types, an efficient approach is to master each question type. However, do that after you’ve mastered the case interview fundamentals!

For a detailed guide on interviewer-led cases, check out our article on McKinsey Case Interview .

BCG & Bain case interview examples

Bcg practice cases.

BCG – Written Case – Chateau Boomerang

Bain practice cases

Bain – Coffee Shop Co.
Bain – Fashion Co.
Bain – Mock Interview – Associate Consultant
Bain – Mock Interview – Consultant

What should I know about BCG & Bain case interviews?

Unlike McKinsey, BCG and Bain case interviews typically follow the candidate-led format – which is the opposite of interviewer-led, with the candidate driving the case progress by actively breaking down problems in their own way.

The key to acing candidate-led cases is to master the case interview fundamental concepts as well as the frameworks.

Some BCG and Bain offices also utilize written case interviews – you have to go through a pile of data slides, select the most relevant ones to answer a set of interviewer questions, then deliver those answers in a presentation.

For a detailed guide on candidate-led cases, check out our article on BCG & Bain Case Interview .

Deloitte case interview examples

Deloitte practice cases.

Undergrad Cases

Human Capital – Technology Institute
Human Capital – Agency V
Strategy – Federal Benefits Provider
Strategy – Extreme Athletes
Technology – Green Apron
Technology – Big Bucks Bank
Technology – Top Engine
Technology – Finance Agency

Advanced Cases

Human Capital – Civil Cargo Bureau
Human Capital – Capital Airlines
Strategy – Club Co
Strategy – Health Agency
Technology – Waste Management
Technology – Bank of Zurich
Technology – Galaxy Fitness

What should I know about Deloitte case interviews?

Case interviews at Deloitte also lean towards the candidate-led format like BCG and Bain.

The Deloitte consultant recruitment process also features group case interviews , which not only test analytical skills but also place a great deal on interpersonal handling.

Accenture case interview examples

Accenture divides its cases into three types with very cool-sounding names.

Sorted in descending order of popularity, they are:

These are similar to candidate-led cases at Bain and BCG. albeit shorter – the key is to develop a suitable framework and ask the right questions to extract data from the interviewer.

These are similar to the market-sizing and guesstimate questions asked in interviewer-led cases – demonstrate your calculations in structured, clear-cut, logical steps and you’ll nail the case.

These cases have you sort through a deluge of data to draw solutions; however, this type of case is rare.

Capital One case interview examples

Capital One is the odd one on this list – it is a bank-holding company. Nonetheless, this being one of the biggest banks in America, it’s interesting to see how its cases differ from the consulting ones.

Having gone through Capital One’s guide to its cases, I can’t help but notice the less-MECE structure of the sample answers. Additionally, there seems to be a greater focus on the numbers.

Nonetheless, having a solid knowledge of the basics of case interviews will not hurt you – if anything, your presentation will be much more in-depth, comprehensive, and understandable!

See Capital One Business Analyst Case Interview for an example case and answers.

Other firms case interview examples

Besides the leading ones, we have some examples from other major consulting firms as well.

Oliver Wyman – Wumbleworld
Oliver Wyman – Aqualine
LEK – Cinema
LEK – Market Sizing
Kearney – Promotional Planning
OC&C – Imported Spirits
OC&C – Leisure Clubs

Consulting clubs case books

In addition to official cases, here are a few case books you can use as learning materials.

Do keep in mind: don’t base your study on frameworks and individual case types, but master the fundamentals so you can tackle any kind of case.

Wharton Consulting Club Case Book
Tuck Consulting Club Case Book
MIT Sloan Consulting Club Case Book
LBS Consulting Club Case Book
Kellogg Consulting Club Case Book
INSEAD Consulting Club Case Book
Harvard Consulting Club Case Book
ESADE Consulting Club Case Book
Darden Consulting Club Case Book
Berkeley Consulting Club Case Book
Notre-Dame Consulting Club Case Book
Illinois Consulting Club Case Book
Columbia Consulting Club Case Book
Duke Consulting Club Case Book
Ross Consulting Club Case Book
Kearney Case Book

Case interview example – Case video

The limitation of most official case interview examples is that they are either too short and vague, or in text format, or both.

To solve that problem for you, we’ve extracted a 30-minute-long, feedback-rich case sample from our Case Interview End-to-End Secrets Program .

This is a candidate-led, profitability case on an internet music broadcasting company called Pandora.

In 30 minutes, this candidate demonstrates the exact kind of shortcoming that most candidates suffer during real case interviews – they come in with sharp business senses, then hurt their own chances with inadequate techniques.

Here are seven notable areas where the candidate (and you) can improve:

Thanking Throughout the case, as especially in the opening, he should have shown more appreciation for the time the interviewer spent with him.

Structured opening The candidate’s opening of the case feels unstructured. He could have improved it by not mixing the playback and clarification parts. You can learn to nail the case in a 3-minute start through this video on How to Open Any Case Perfectly .

Explicitness A lot of the candidate’s thought process remains in his head; in a case interview, it’s better to be as explicit as possible – draw your issue tree out and point to it as you speak; state your hypothesis when you move into a branch; when you receive data, acknowledge it out loud.

Avoiding silence The silence in his case performance is too long, including his timeout and various gaps in his speech; either ask for timeout (and keep it as short as possible) or think out loud to fill those gaps.

Proactivity The candidate relies too much on the interviewer (e.g: asking for data when it can easily be calculated); you don’t want to appear lazy before your interviewer, so avoid this.

Avoiding repeating mistakes Making one mistake twice is a big no-no in consulting interviews; one key part of the consulting skill set is the ability to learn, and repeating your mistakes (especially if the interviewer has pointed it out) makes you look like someone who doesn’t learn.

Note-taking Given the mistakes this candidate makes, he’s probably not taking his notes well. I can show you how to get it right if you watch this video on Case Interview Note-Taking .

Nonetheless, there are three good points you can learn from the candidate:

The candidate sums up what he’s covered and announces his upcoming approach at the start and at key points in the case – this is a very good habit that gives you a sense of direction and shows that you’re an organized person.

The candidate performs a “reality check” on whether his actions match the issue tree; in a case interview it’s easy to lose track of what you’re doing, so remember to do this every once in a while.

The candidate prompts the interviewer to give out more data than he asked for; if anything, this actually matches a habit of real consultants, and if you’re lucky, your interviewer may actually give out important pieces you haven’t thought of.

These are only part of the “ninja tips” taught In our Case Interview E2E Secrets Program – besides the math and business intuition for long-term development, a key feature is the instant-result tips and techniques for case interviews.

Once you’ve mastered them, you can nail any case they throw at you!

For more “quality” practice, let’s have a mock case interview with former consultants from McKinsey, BCG, Bain, Oliver Wyman, Strategy& and many other consulting firms. They will help you identify your problem areas and give you actionable feedback, making your preparation much easier and faster.

Hi! This is Kim and welcome to another performance in the Tips & Techniques part of our amazing End-to-end program. You are about to hear a really interesting performance.

There is a common Myth that Profitability cases are easier. Well, for beginners, that’s may make sense, but I would argue that Profitability cases can be really tricky and candidates without good foundation will make about the same level of mistakes regardless of type of cases given.

The profitability case we are about to watch will show that. It’s a very unconventional

Profitability. It started out like a typical one but getting more and more tricky toward the end.

The candidate is fairly good in term of business intuition, but the Tips & Techniques aspect needs a lot of fine tune! Now let’s go ahead and get started!

It’s actually a little better to playback the case information and ask clarifications. The candidate does not distinguish between the two and do both at a same time. Also, the candidate was asking these clarifications in an unorganized and unstructured fashion. This is not something terrible, but could have been better, especially when this is the very first part of the case, where the crucial first impression is being formed.

My pitch would sound like this:

“That’s a very interesting problem and I am happy to get the chance to solve it. First of all let me tell you my understanding of the case context and key objectives. Then I would like to ask a few clarifying questions regarding a few terminology and concepts. Both of these are to make sure that I will be solving the right problem.

So here is my understanding of the case: The client is ABC. Here are some DEF facts about the situation we just talked about. And the key case question is XYZ.

Does that correctly and adequately summarize the case?”

Once the interviewer confirms, I would move to the clarification part as follows: “Now I would like to ask a few clarification questions. There are three of them: No 1, … No 2, … and No 3, …”

You may see above pitch as obvious but that’s a perfect example of how you should open any cases. Every details matters. We will point out those details in just a second. But before we do that, it’s actually very helpful if you can go back, listen carefully to the above pitch, and try to point out the great components yourselves. Only after that, go back to this point and learn it all together.

Alright, let’s break down the perfect opening.

First of all, you hear me say: “That’s a very interesting problem and I am happy to get a chance to solve it”. This seems trivial but very beneficial in multiple ways:

1. I bought myself a couple of seconds to calm down and get focused. 2. By nature, we as human unconsciously like those who give us compliments. Nothing better than opening the case with a modest compliment to the interviewer.

And (c) I showed my great attitude towards the case, which the interviewer would assume is the same for real future consulting business problems.

You should do that in your interviews too. Say it and accompany it with the best smile you can give. It shows that you are not afraid of any problems. In fact, you love them and you are always ready for them.

Secondly, I did what I refer to as the “map habit”, which is to always say what you are about to do and then do it. Just like somebody in the car showing the drivers the route before cruising on the road. The driver would love it. This is where I said: “Let me tell you my understanding of the case context and key objectives. Then ABC…”.

Third, right at the beginning of the case, I try to be crystal clear and easy to follow. I don’t let the interviewer confused between playing the case vs. asking clarification questions. I distinguish between the two really carefully. This habit probably doesn’t change the outcome of how the case goes that much, but it certainly significantly changes the impression the interviewer has of me.

Fourth, in playing back the case, each person would have a different way to re-phrase. But there are three buckets to always include:

1. Who is the client 2. The facts regarding the client and the situation and (c) The key question and the objective of the case.

Fifth, after playing the case context and objectives, I pause for a second and ALIGN with the interviewer: “Does it correctly and adequately summarize the case?”. This is a habit that every consulting manager loves for young consultants to do. Nobody wants first-year folks to spend weeks of passion and hard-work building an excel model that the team can’t use. This habit is extensively taught at McKinsey, Bain and BCG, so therefore interviewers would love somebody that exhibits this habit often in case interview.

Lastly, when asking clarification questions, you hear me number them very carefully to create the strong impression that I am very organized and structured. I said I have three clarifying questions. Then I number them as I go through each. No.1, No.2, and No.3.

Sometimes, during interviews it’s hard to know exactly how many items you are going to get. One way is to take timeout often to carefully plan your pitch. If this is not possible in certain situations, you may skip telling how many items you have; but you should definitely still number your question: No.1, No.2; and so on.

Just a moment ago, the candidate actually exhibited a good habit. After going through his clarification questions, the candidate ended by asking the “is there anything else” question. In this case, I actually give out an important piece of data.

Though this is not very common as not every interviewer is that generous in giving out data. But this is a habit management consultants have to have every day when talking to experts, clients, or key stakeholders. The key is to get the most data and insights out of every interview and this is the type of open-ended question every consultant asks several times a day.

To show of this habit in a case interview is very good!

There are three things I would like you to pay attention to:

First, it took the candidate up to 72 seconds to “gather his thoughts”. This is a little too long in a case interview. I intentionally leave the 72 seconds of silence in the recording so you get an idea of how long that is in real situations. But it’s worth-noting here is not only that. While in some very complicated and weird cases, it’s ok to take that long to really think and gather ideas. In this case, the approach as proposed by the candidate is very simple. For this very approach, I think no more than 15 to 20 seconds should be used.

No.2, with that said, I have told I really like the fact that this candidate exhibits the “map” habit. Before going straight to the approach he draws the overall approach first.

No.3. You also see here that the candidate tried to align the approach with me by asking my thoughts on it. As I just said on the previous comment, this is a great habit to have. Not only does it help reduce chance of going into the wrong direction in case interviews, but it also creates a good impression. Consulting interviewers love people doing it often!

Here we see a not-really-bad response that for sure could be much better. The candidate was going into the first branch of the analysis which is Revenue. I would fix this in 3 aspects:

First, even though we just talked about the overall approach, it’s still better to briefly set up the issue tree first then clearly note that you are going into one branch.

Second, this is not a must, but I always try to make my hypothesis as explicitly clear as possible. Here the candidate just implicitly made a hypothesis that the problem is on the revenue side. The best way to show our hypothesis-driven mindset is to explicitly say it.

Third, you hear this a ton of times in our End-to-End program but I am going to repeat it again and again. It is better to show the habit of aligning here too. Don’t just go into revenue, before doing that, give the interviewer a chance to agree or to actually guide you to Cost.

So, summarizing the above insights, my pitch would sound something like this:

“So as we just discussed, a profit problem is either caused by revenue or by cost. Unless you would like to go into cost first, let’s hypothesize that the problem is on revenue side. I would like to look deeper into Revenue. Do we have any data on the revenue?”

And while saying this, you should literally draw an issue tree and point to each as you speak.

There is an interesting case interview tip I want to point out here. Notice how the candidate responds after receiving two data points from me. He went straight into the next question without at least acknowledging the data received and also without briefly analyzing it.

I am glad that the candidate makes this mistakes… well, not glad for him but for the greater audience of this program. I would like to introduce to you the perfect habit of what you should react and do every time you have any piece of data during case interviews. So three things you need to do:

Step 1: Say … that’s an interesting piece of data. This helps the interviewer acknowledge that you have received and understand the data. This also buys you a little time. And furthermore, it’s always a good thing to give out modest compliments to the interviewer.

Step 2: Describe the data, how it looks, is there any special noteworthy trend? In this case, we should point out that revenue actually grew by more than 50%.

Also notice here that I immediately quantified the difference in specific quantitative measurement (in this case, percentage). Saying revenue went up is good, but it’s great to be able to say revenue went up by more than 50%.

Step 3: Link the trend identified back to the original case question and the hypothesis you have. Does it prove, disprove, or open up new investigation to really test the hypothesis? In this case, this data piece actually opened up new investigating areas to test the hypothesis that the bottleneck is within revenue.

My sample pitch for this step 3 would sound like this: “It’s interesting that revenue went up quite a bit. However, to be able to fully reject our hypothesis on the revenue, I would like to compare our revenue to that of the competitors as well.”

Then only at this point, after going through 3 steps above, I ask for the competitors’ revenue like the candidate did.

Notice here that I ended up asking the same question the candidate did. This shows that the candidate does have a good intuition and thought process. It’s just that he did all of these implicitly on his head.

In consulting case interview, it’s always good to do everything as explicitly as possible. Not only is it easier to follow but it helps show your great thought process.

… the rest of the transcript is available in our End To End Case Interview

Learn the Secrets to Case Interview!

Join countless other successful candidates around the world with our Case Interview End-to-End Secrets Program ! 10 example cases with 100+ real-time feedbacks on tips and techniques, 50+ exercises on business intuition and 1300+ questions for math practice!

Scoring in the McKinsey PSG/Digital Assessment

The scoring mechanism in the McKinsey Digital Assessment

Case Interview End-to-End Secrets Program

Elevate your case interview skills with a well-rounded preparation package

Preparing for case interviews is a hard task when you only have 1 week, so the first part you need to learn during this time is fundamentals of case interview

Case interview in consulting is difficult with the passing rate is around 10%. This is because big consulting firms keep an extremely high recruitment standard

A case interview is where candidates is asked to solve a business problem. They are used by consulting firms to evaluate problem-solving skill & soft skills

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IMAGES

Business Analyst Case Study: A Complete Overview
What is a Business Case Study and How to Write with Examples?
Business Analyst Case Study With Its Role & Techniques
Business Analyst Case Study Interview
⭐ Business case study examples. How to Write a Business Case (with
Business Analyst Case Study With Its Role & Techniques

COMMENTS

Business Analyst Case Study: A Complete Overview
1) An overview of the Business Analysis Case Study. 2) Step 1: Understanding the company and its objectives. 3) Step 2: Gathering relevant data. 4) Step 3: Conducting SWOT analysis. 5) Step 4: Identifying key issues and prioritising. 6) Step 5: Analysing the root causes. 7) Step 6: Proposing solutions and developing an action plan.
Business Analyst Case Study
by LN Mishra, CBAP, CBDA, AAC & CCA. 5 min read. 5/3/22 12:00 AM. Business analyst case studies blog describes an actual business analyst case study. This provides real-world exposure to new business analysts. In this blog, we will be discussing what is business analysis case study, why develop them, when to develop them and how to develop them.
Business Analysis Case Study Examples and Solutions
Business analysis case study examples correspond to the various aspects of business like management, marketing, competition, or research and development. ... Glenn has been a business analyst for over 15 years, working primarily in the highly regulated pharmaceutical industry. He enjoys the variability of his role, building relationships ...
15 Business Analytics Case Studies [2024]
Each case study reveals unique insights into the practical challenges and innovative solutions that define cutting-edge business strategy, offering a window into the profound impact of data analytics in shaping global business landscapes. Related: Business Analytics Vs. Data Analytics . 15 Business Analytics Case Studies [2024]
Business Analyst Case Study With Its Role & Techniques
So, it was one of the business analyst case studies to explain real-world working and their requirements and strategies. FAQs What is a case study for a business analyst? Business case studies, either involve an ongoing issue or a company's success, and analysts have communicative tools to determine the right decisions for business.
Case studies in business analytics with ACCENTURE
Case studies in business analytics with ACCENTURE. This course is part of Strategic Business Analytics Specialization. Taught in English. 22 languages available. Some content may not be translated. Instructor: Nicolas Glady. Enroll for Free. Starts Aug 19. Financial aid available.
Business Analyst Case studies
Project Certificate. Recorded Sessions available. ₹ 6,750 ₹ 7,500 10% Off. Business Analyst case study is a great way to prepare for interviews and learn specific skills and tools. We have created a number of case studies for you. Know more..
Where to find Business Analyst Case Studies?
In today's Business Analyst Training we are talking about the business analyst case studies you'll need to practice being a BA. See where you can find real w...
Business Analyst Case Study Interview
Hi Everyone! This is a case study typically required for Business Analyst interviews. This video covers step-by-step things that business analysts do in the...
Capital One Case Interview (Questions, Process, Prep)
This guide is primarily written for business analyst candidates, but most of what we say here is applicable for anyone with a case interview at Capital One, including senior data anlaysts and strategy analysts. The application process includes 4 main stages: Resume & cover letter submission. Pre-interview online assessment tests.
47 case interview examples (from McKinsey, BCG, Bain, etc.)
Using case interview examples is a key part of your interview preparation, but it isn't enough. At some point you'll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience ...
Business Case Study Assignments For Entry Level Data Analysts
Advantages of Using Case Studies for Data Analysts. Problem-solving (PS) - PS plays an important role for DS ( data scientists )/DA (data analyst)/BA (business analyst). The magnitude of efforts used on PS can vary across organizations and projects, with some teams working mainly on PS about 80% of the time, while others work 20% of the time.
Top 12 Business Intelligence Case Studies (2024)
A typical framework for solving business intelligence case questions includes four steps: 1. Clarify - Your first step should be to gather more information from the interviewer. Case studies tend to be vague and lack information. You're responsible for digging in and finding out exactly what the question is asking. 2.
17+ Business Analysis Examples in Real Life
However, some common responsibilities of a Business Analyst include gathering and documenting requirements, analysing business processes, developing business cases, managing stakeholders, facilitating communication, testing and validating solutions, supporting project management, and continuous improvement. ... Dive into the Detailed Case Study ...
Top 20 Analytics Case Studies in 2024
Sales Analytics. Improving their online sales by understanding user pre-purchase behaviour. New line of designs in the website contributed to 6% boost in sales. 60% increase in checkout to the payment page. Google Analytics. Enhanced Ecommerce. *. Marketing Automation. Marketing.
How to Ace the Case Study Interview as an Analyst
Most of the time, you will be given a 30-45 min interview with a single data scientist or a hiring manager in which you'll answer a multifaceted business problem that's likely related to the organization's daily work. When I first started to prepare for the case study interview, I didn't know there are different types of case studies.
Business Analysis Scenarios
Business Analysis Scenario's: Stories about business analysis practitioners for business analysis practitioners. Business analysis case study examples and solutions correspond to the various aspects of business like management, marketing, competition, or research and development.
Interesting case studies in business analytics
Case studies that demonstrate how artificial intelligence (AI) and machine learning (ML) technologies are being employed across sectors to aid in the creation of more wiser business decisions. Businesses often invest in new technologies to generate value for their stakeholders and consumers and make wise long-term investments.
Mastering Case Study Interview Questions for Business Analysts
Overall, case study interviews provide a comprehensive and practical assessment of a candidate's capabilities as a business analyst, offering valuable insights into their analytical thinking, problem-solving skills, domain expertise, and ability to thrive in challenging work environments. Sample Case Study Interview Questions
Business Case Analysis
It is aimed at applying the written and spoken skills that you have gained to an authentic business situation. You will be able to choose a business case provided by HKUST, or use an example from your own work experience and: (1) prepare an online video presentation (approx. ½ hour) that analyses the case and provides recommendations, and (2 ...
15 Real-Life Case Study Examples & Best Practices
Business Case Study Examples 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 ...
35 Case Interviews Examples from MBB / Big Four Firms
10 example cases with 100+ real-time feedbacks on tips and techniques, 50+ exercises on business intuition and 1300+ questions for math practice! Learning 35 case interview examples, 16 casebooks, and a feedback-rich case video help you to best preparing for the management consulting recruitment process.
Case Study 2
CASE STUDY 2 MBA6150 Proposal Analysis As the newly hired analyst for the corporate offices of Illuminated Electronics Corporation (IEC), you must prepare an analysis of a capital budgeting proposal. Proposal 1 - PPD IEC has just developed a new electronic device (called the PPD) and it believes it will have broad market appeal. The company has performed marketing and cost studies that ...