Documenting work you did.
WHAT A CASE STUDY IS FOR
Evidence that you solve a particular problem.
WHAT STRUCTURE WORKS
The customer's situation The problem What you did What resulted What the customer says
WHAT MAKES ONE CREDIBLE
Specifics Numbers Named customers, with permission Acknowledgement of difficulty
WHY ACKNOWLEDGING DIFFICULTY HELPS
Accounts with no obstacles read as fabricated.
WHAT TO QUANTIFY
Whatever changed: time, cost, volume, errors.
WHAT TO DO IF YOU CANNOT DISCLOSE THE CUSTOMER
Describe them by sector and size.
WHAT PERMISSION TO OBTAIN
Written, before publishing anything.
WHAT TO CHECK
Whether your contract permits naming them.
WHY
Many contracts prohibit it without consent.
WHAT TO ASK THE CUSTOMER FOR
A short statement, in their words.
HOW TO MAKE THAT EASY
Draft something for them to amend.
WHY
It is far more likely to happen.
HOW LONG SHOULD A CASE STUDY BE
A page.
WHAT TO LEAD WITH
The result.
WHAT TO AVOID
Describing your process at length Claims the customer would not endorse
WHAT TO DO ANNUALLY
Ask satisfied customers for one.
