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Case studies in partnerships.

Case studies in partnerships

Here you will find a series of case studies of partnerships in action within a range of Cochrane Groups. These talk about the background to the partnership, its development, the benefit to both sides and tips for Groups. 

If you have examples of partnership work that you would like to share, please contact Cochrane KT Department .

Cancer Review Group Network identifies potential stakeholders across the network in a mapping exercise

short case study on partnership

Cochrane Airways and a UK based charity, Asthma UK

Cochrane oral health and their global alliance of partners, cochrane rehabilitation and various national societies of rehabilitation medicine, cochrane rehabilitation and the international society of physical and rehabilitation medicine, cochrane child health and trekk (translating emergency knowledge for kids).

Partner(s): TREKK, a Canadian organisation committed to improving emergency care for children and families across Canada.  Partnership activities: identification of high quality evidence and development of KT tools for healthcare practitioners and parents, made available through the TREKK website.  Type of partnership agreement: formal Date: 2018 Read more 

Further examples

Here you can find links to a range of further examples of partnerships taking place across Cochrane.

Partnership for priority setting

  • Neuro-Oncology Group Priority Setting Partnership
  • Developing a research agenda for ENT, Hearing and Balance Care

Partnership for review dissemination

  • BMJ partners with Cochrane Clinical Answers to boost knowledge at the point of care 
  • Cochrane UK partnership with Mediwikis
  • Cochrane Airways working with Sense about Science

Partnership for guideline development

  • Cochrane Eyes and Vision partnering with American Academy of Ophthalmology
  • South African Guidelines Excellence project
  • Cochrane Incontinence: working with guideline developers

Partnership for consumer engagement

  • Consumers United for Evidence-Based Healthcare (CUE)
  • PartecipaSalute : Involving patients, citizens and their association in research 
  • Consumer/patient engagement Cochrane Child Health

Standout Traits for a Great Partner Case Study (With Examples)

It’s no surprise that partner case studies are a wee bit of a struggle to produce. Getting your customers to agree to a case study is one thing; getting your customer and your partner to agree to a case study is a miracle. On top of the fact that the partnerships world is still such a gray area for partner managers everywhere (let alone their leadership), partner case studies in SaaS are a rare sighting in the wild (think: the bat-eared fox. Do you even know what that is? 😝) . 

So, think of this roundup as snapshots of the elusive partner case studies that lurk in the depths of the SaaS ecosystem — a co-marketing material still so new that, just maybe, by producing one of your own, you’ll be ahead of the curve already. 

Below, we offer some partner case study standout traits, followed by a collection of examples located in (butler voice) the gallery , and a checklist for rolling out your own case study program.

1. Wow your readers by placing the results in the title.

While the rest of your case study should give the reader context, the results are what matter most to your potential buyers and their leadership teams. So, put the results at the top! SugarCRM kicks off its case study with Kyloe Partners and Bullhorn by sharing how they doubled lead-gen campaigns while cutting 60% of their customer’s workload.

Our suggestion: if someone were to ask you “What is the most impressive part of this case study?”, what is the first thing you’d say? That’s your headline.

2. Make the metrics obvious. 

If your customer has observed more than one area of growth, that’s awesome. Draw the reader’s eyes right to the numbers. In Facebook’s case study with Zapier and Wicked Good Cupcakes , they placed their metrics in a standalone box that makes the numbers the most important information on the page.

Meanwhile, Acquia’s case study with Third and Grove and King Arthur Baking Company features their results point-blank in a standalone line that reads “Results.” (Say what?)

3. Define the customer’s use case or challenge. 

It’s likely that your customers can use your integration for multiple use cases, so be clear about what this particular customer’s use case is from the start. In Microsoft Azure’s case study with Sourced Group and a Canadian bank , they clearly list out the challenge, the solution, and the result in three brief columns.

They also dive deeper into the bank’s challenges with a numbered list.

4. Define the audience or market. 

Your customers will want to know how you’ve solved challenges they’re facing internally or that their customers may be facing. Make an easy connection for them by pointing out the specific audience or market the case study applies to. 

Greenlight Guru’s case study with Rook Quality Systems explicitly describes how RQS’s clientele of medical professionals informs RQS’s product investments. 

5. Get customer quotes.

Tableau’s case study with AWS and ride-hailing app FREE NOW includes quotes from FREE NOW’s Head of Analytics showing how indispensable Tableau has been, in tandem with AWS, for their team’s daily operations. 

Tip: Repurpose your customer quotes by including them on your website, in press releases, and even in your outbound sales outreach. 

6. Put the results in perspective: Include a timeframe. 

Growth metrics don’t mean anything if they’re not tied to a before and after. Include the exact timeframe your analysis fits into.

And yes, Facebook’s case study with Zapier and Wicked Good Cupcakes is, indeed, cupcake-themed!

7. Get partner quotes.

You have quotes from your shared customer, why not also include a quote from your partner? Partner quotes can be especially useful for agencies who want to prove the value of their services to their customers and software vendors.

Cisco’s case study with Matternet and Stratus Information Systems includes quotes from individuals from Stratus Information Systems and Matternet — each of whom found the other to be invaluable while implementing Cisco’s software. 

8. Add personal stories.

Including brief personal stories can give extra life to an otherwise data-heavy document (think: the people behind the products and, more specifically, the customer service that makes working with a SaaS company so customer-friendly).

SugarCRM’s case study with Kyloe Partners and Bullhorn shares a meet-cute-ish story detailing how Kyloe Partners’ co-founder and director and Bullhorn’s co-founder met back in the day (Can’t you just see it in a movie?). 

9. Show them the people behind the product. 

Did I mention a big part of SaaS is that last “S”? It’s all about the service.

Greenlight Guru’s  case study with Rook Quality Systems talks about how much RQS values the company because of its relationship with GG employees. 

10. Avoid the “wall of text” effect. 

Grab your designer (Hi, Nick !), and develop a creative way to organize the benefits or data you’re showcasing in the case study.

Braze’s case study with Segment, Amplitude, and IBM includes a graphic displaying their in-platform activities. 

And Acquia’s case study with Third and Grove and King Arthur Baking Company includes the stakeholders, situation, challenge, solution, and results neatly laid out — bringing the good stuff front and center. 

11. Create video content.

For an extra special case study, and if your customer’s on board for the extra time commitment, consider creating a video. 

ActiveCampaign’s case study with Salesforce and the Museum of Science and Industry, Chicago , includes a video at the top that dives into what the MSI team’s work days look like, the challenges they experience, and how the ActiveCampaign-Salesforce integration has helped them. 

If you’re curious, we picked apart ActiveCampaign’s entire co-marketing playbook for getting to #1 in Salesforce’s marketing automation AppExchange .

From ActiveCampaign’s case study with Salesforce and the Museum of Science and Industry, Chicago 

Sensyne includes a case study video on their website , existing outside of their official case study with Microsoft and Cognizant , explaining how they’ve deployed patient monitoring capabilities during COVID-19. 

From Cognizant’s case study with Microsoft and Sensyne Health (video case study on Sensyne Health’s website) 

12. Talk up your partners.

Include context about your partners, and talk them up. This case study should make you and your partner shine! 

Tip: Include your partner case studies on the customer success section of your website and your partner page . It’s not just your potential customers reading these case studies, it’s also your potential partners. 

Amazon Web Services’ case study with Deluxe Entertainment Services and Capgemini features a description of Deluxe Entertainment Services in a standalone section on the right.

13. Include a CTA.

‘Nuff said.

14. Create ancillary content that promotes your case studies. 

Braze’s article in their Perspectives magazine links directly to their case study with Segment , Amplitude , and IBM .

If you’re developing partner case studies for the first time, or if you want to give your existing case studies a second life, check out our partner case study gallery below to gander everything we’ve mentioned thus far in a big picture view .

Partner Case Study Gallery: 

And now, a collection of examples to help inspire your own work.

1. Facebook, Zapier, and Wicked Good Cupcakes

Read the case study .

2. Braze, Segment, Amplitude, and IBM

3. greenlight guru and rook quality systems, 4. sugarcrm, kyloe partners, and bullhorn.

Read the case study . 

5. WPengine, BCF Agency, and Orangetheory Fitness 

6. activecampaign, salesforce, and the museum of science and industry, chicago, 7. microsoft azure, sourced group, and a canadian bank, 8. cisco, matternet, and stratus information systems, 9. aws, deluxe entertainment services, and capgemini , 10. boomi and workiva.

This case study is a little different. In Dell Boomi’s case study with Workiva , they talk about how Workiva’s developers use Boomi to develop integrations for a variety of customers. 

11. Tableau Software, AWS, and FREE NOW 

12. acquia, third and grove, king arthur baking company, 13. cognizant, microsoft, and sensyne health, your partner case study checklist.

Great, you have the fundamentals. But what now? To rollout successful case studies you’ll need to make a few decisions: Considerations for planning your partner case study strategy: 

  • Will you develop joint case studies with some of your early adopters before going live with a given integration? (hint: case studies like this can help strengthen your press release and make the case for other customers interested in adopting) 
  • Which customers do you have the best relationship with, who may be interested in participating in a case study?
  • Is it okay to reach out to the above customers, or will it cause friction in their relationship with your sales or marketing team? (e.g. your team has already sent that customer a number of asks in the past month. Enough is enough!) 
  • Are there specific use cases you’re looking to amplify through the case study? (e.g. an increase in revenue vs. a better leads to opportunities rate) 
  • Will your case studies be more like a blog post-like or a fact-sheet-like? (note: Braze publishes case studies in their magazine, Perspectives ) 
  • Will you create video case studies in addition to written case studies (like Cognizant’s case study with Microsoft and Sensyne Health )? 
  • How long will your case studies be? ( ActiveCampaign and Salesforce’s case study with Museum of Science and Industry is quite extensive while Acquia, Third and Grove, and King Arthur Baking Company’s case study spans a single page.

Considerations for distributing your partner case studies:

  • Where will your case studies live? Will they be gated with the goal of lead-gen? Or will they be available to the public? (Tip: If you make your case studies publicly available, you may want to consider a “Download PDF” button anyway so readers can pass the case study along to their team, just like Microsoft Azure does) 
  • Will your case studies exist as standalone, downloadable documents, as dedicated pages on your site, or another format entirely?
  • Will you pull quotes or pieces of analysis from your case studies as previews for a case study homepage — or for elsewhere on your site/marketing materials? (You’ll want to let your customer know your plans ahead of time)
  • Will you use your case studies in nurture sequences to drive engagement with your leads?
  • Will your case studies be part of a bigger campaign with the participating partner ?

What makes a partner case study great? We called out the best attributes and developed a checklist for planning your case study strategy.

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Business growth

Marketing tips

16 case study examples (+ 3 templates to make your own)

Hero image with an icon representing a case study

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

On top of a background of coffee beans, a block of text with percentage growth statistics for how AdRoll nitro-fueled Volcanica coffee.

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

2. Taylor Guitars and Airtable

Screenshot of the Taylor Guitars and Airtable case study, with the title: Taylor Guitars brings more music into the world with Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

3. EndeavourX and Figma

Screenshot of the Endeavour and Figma case study, showing a bulleted list about why EndeavourX chose Figma followed by an image of EndeavourX's workspace on Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

4. ActiveCampaign and Zapier

Screenshot of Zapier's case study with ActiveCampaign, showing three data visualizations on purple backgrounds

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

5. Ironclad and OpenAI

Screenshot of a video from the Ironclad and OpenAI case study showing the Ironclad AI Assist feature

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

6. Shopify and GitHub

Screenshot of the Shopify and GitHub case study, with the title "Shopify keeps pushing ecommerce forward with help from GitHub tools," followed by a photo of a plant and a Shopify bag on a table on a dark background

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . Audible and Contentful

Screenshot of the Audible and Contentful case study showing images of titles on Audible

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

8 . Zoom and Asana

Screenshot of Zoom and Asana's case study on a navy blue background and an image of someone sitting on a Zoom call at a desk with the title "Zoom saves 133 work weeks per year with Asana"

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . Hickies and Mailchimp

Screenshot of the Hickies and Mailchimp case study with the title in a fun orange font, followed by a paragraph of text and a photo of a couple sitting on a couch looking at each other and smiling

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. NVIDIA and Workday

Screenshot of NVIDIA and Workday's case study with a photo of a group of people standing around a tall desk and smiling and the title "NVIDIA hires game changers"

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

11. KFC and Contentful

Screenshot of KFC and Contentful's case study showing the outcome of the study, showing two stats: 43% increase in YoY digital sales and 50%+ increase in AU digital sales YoY

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. Intuit and Twilio

Screenshot of the Intuit and Twilio case study on a dark background with three small, light green icons illustrating three important data points

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

13. Spotify and Salesforce

Screenshot of Spotify and Salesforce's case study showing a still of a video with the title "Automation keeps Spotify's ad business growing year over year"

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

Takeaway: Invest in videos that capture and promote your partnership with your case study subject. Video content plays a promotional role that extends beyond the case study in social media and marketing initiatives .

14. Benchling and Airtable

Screenshot of the Benchling and Airtable case study with the title: How Benchling achieves scientific breakthroughs via efficiency

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

15. Chipotle and Hubble

Screenshot of the Chipotle and Hubble case study with the title "Mexican food chain replaces Discoverer with Hubble and sees major efficiency improvements," followed by a photo of the outside of a Chipotle restaurant

The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

16. Hudl and Zapier

Screenshot of Hudl and Zapier's case study, showing data visualizations at the bottom, two photos of people playing sports on the top right , and a quote from the Hudl team on the topleft

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The Zapier format provides nuggets of high-level insights, milestones, and achievements, as well as the challenge, solution, and results. My favorite part of this case study is how it's supplemented with a blog post detailing how Hudl uses Zapier automation to build a seamless user experience.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

Screenshot of Zapier's first case study template, with the title and three spots for data callouts at the top on a light peach-colored background, followed by a place to write the main success of the case study on a dark green background

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

Screenshot of Zapier's second case study template, with the title, objectives, and overview on a dark blue background with an orange strip in the middle with a place to write the main success of the case study

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Screenshot of Zapier's third case study template, with the places for title, objectives, and about the business on a dark green background followed by three spots for data callouts in orange boxes

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Writing a good case study comes down to a mix of creativity, branding, and the capacity to invest in the project. With those details in mind, here are some case study tips to follow:

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

In fact, with the right technology, it can be refined to work better . Explore how Zapier's automation features can help drive results for your case study by making your case study a part of a developed workflow that creates a user journey through your website, your case studies, and into the pipeline.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

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Case Studies: Lessons from Public-Private Partnerships

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07 Apr Case Studies: Lessons from Public-Private Partnerships

America must address its infrastructure needs—transportation, water, power and energy, and civic structures—to meet the demands of the next generation.

The task is daunting, especially in an era of fiscal constraint, and to accomplish it public officials must think creatively about how to deliver infrastructure more efficiently and cost-effectively. One promising approach is to partner with the private sector in financing and delivering infrastructure projects.

In order to increase understanding and consideration of private-public partnerships (P3s) among public sector leaders, the Bipartisan Policy Center analyzed a number of P3 projects. We have laid out important lessons learned from these projects for public officials considering a P3 approach as well as a few core principles for success, drawing from the experiences of public and private partners across the country.

Explore the case studies below or download the full set of projects . To view the map legend, simply select the icon in the top-left corner.

Bridging the Gap Together: A New Model to Modernize U.S. Infrastructure

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With $3 trillion needed for this infrastructure over the next decade, states, cities, counties and other public and private providers of these critical services must continue their important role, and the federal commitment to infrastructure must be restored. Further, with respect to broadband, federal decision-makers should continue to work in partnership with the private sector and states to foster infrastructure deployment in remaining unserved areas.


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Partnership Marketing: Definition, Case Studies & Impact

With partnership marketing , two or more companies team up to create marketing campaigns that help them grow organically with a mutual agreement, thus making it possible to reach shared business goals. Partnership marketing leverages the time and resources of partners that help them expand their market.

Table of Contents

Why and when partnership marketing makes sense

Partnership marketing can be a great way to grow a business in several circumstances. As financial resources might be scarce and a company wants to grow more organically, partnership marketing can help in forming long-term relationships to expand overnight the market of your company.

In short, partnership marketing can be the most effective organic growth strategy as an alternative to other paid channels.

The Pinterest Shopify’s app case study

Announcing our new channel partnership with our friends at @Pinterest ! Get @Shopify products in front of 350m+ Pinners for free with shoppable Pins and shop profile tabs, plus buy shopping ads all from one app. 📍 https://t.co/IHmw7xN8yi — Satish Kanwar (@skanwar) May 7, 2020

The Pinterest app on Shopify is a great example of how partnerships can be used as a win-win-win.

Both companies (Shopify and Pinterest) can gain from the partnership. And as effect also its main partners (e-commerce websites on Shopify, users on Pinterest).

Indeed, Shopify makes it even easier for its e-commerce websites to directly post their product listing on Pinterest, thus expanding each of its products.

At the same time, Pinterest benefits by gaining more active users and by enabling more curated images on the platform, which makes it more valuable for Pinterest users. And in turn, the company would be able to sell more advertising.

As specified on the Pinterest blog:

The  Pinterest app on Shopify  includes a suite of shopping features like tag installation, catalog ingestion, automatic daily updating of products, and an ads buying interface.

Pinterest app on Shopify merchant page

As further explained on the Pinterest blog:

By uploading their catalog feed, merchants make it possible for people to discover and save their products and buy directly from their website. People come to Pinterest with an intent to plan and purchase.


In a well-executed Partnership Marketing agreement, everyone wins

As we saw, partnership marketing can be a great way to organically growt a business while simultaneously expanding its boundaries, as partners can draw from each other’s markets to add more value to their existing audience.

A well-executed partnership marketing plan then adds value for everyone!

The Pinterest-Shopify Partnership Two Years Later

It’s always interesting to look at how partnerships evolve.

Building effective partnerships is not a simple task.

So how did eventually go the partnership between Pinterest and Shopify?

After two years after its launch, the partnership expanded across many other countries.

As of June 2022, Pinterest and Shopify expanded the discoverability feature to 29 markets and 450+ million users!

Key Highlights

  • Partnership Marketing Overview : Partnership marketing involves collaboration between two or more companies to create marketing campaigns that leverage each other’s resources and reach to achieve shared business goals. It’s a strategy for organic growth and expanding markets.
  • Benefits and Scenarios : Partnership marketing is effective in situations where a company wants to grow organically with limited financial resources. It forms long-term relationships and allows businesses to tap into each other’s markets, providing an alternative to paid advertising channels.
  • Pinterest Shopify App Case Study : The partnership between Pinterest and Shopify is highlighted as an example of successful partnership marketing . Both companies benefit, as do their primary users (e-commerce websites on Shopify and users on Pinterest). The app allows Shopify sellers to easily showcase products on Pinterest, expanding their reach, while Pinterest gains more active users and valuable content.
  • Shopify’s Pinterest App : The Pinterest app on Shopify facilitates shopping features, including product tagging, catalog integration, daily updates of products, and an ad buying interface. Merchants uploading their catalog feed can benefit from Pinterest’s user intent to plan and purchase.
  • Win-Win-Win Situation : Partnership marketing , when executed well, benefits all parties involved. Partners can tap into each other’s markets, adding value to their audiences and expanding their boundaries, resulting in mutual growth.
  • Pinterest-Shopify Partnership’s Progress : The partnership between Pinterest and Shopify evolved positively. After two years, it expanded to many other countries and markets, reaching over 450 million users in 29 markets by June 2022.

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Partnership Case Study

Niagara adapts case study: an interview with dr. jessica blythe, what qualities or ingredients are most important for collaboration to succeed.

Inclusion, trust, and mutual respect are critical for successful interdisciplinary collaboration (Blythe & Cvitanovic, 2020). Research is showing that these feelings are essential for building effective interdisciplinary research teams and organizations (Ledford et al., 2015). Critically, qualities of trust and respect are vital for nurturing innovative solutions (Blythe et al., 2017). In general, people do not feel safe sharing innovative ideas unless they are among trusted colleagues.

Strong leadership is another essential quality of successful collaboration. This quality can be closely linked to the first. For example, in reflecting on more than a decade of collaborative water research, Brown et al. (2015) attribute successful collaboration to leaders who nurtured empathy and respect between team members. Female leaders may be particularly well suited to fostering collaborative environments built on inclusion, trust, and mutual respect. For example, Nielsen et al. (2018) recently found that gender diversity can drive scientific discovery. They attribute the boost in innovation to the cognitive diversity associated with gender balanced teams. They describe cognitive diversity as the varied ways in which women frame problems, which can drive creative solutions for complex challenges (Nielsen et al., 2018).

Finally, clear and shared goals are essential for successful collaboration. Joint framing of the purpose and objectives of a partnerships enables a successful process (Lang et al. 2012). This phase can consist of the co-identification and description of the real-world problem, the joint formulation of research objectives, the co-design of a conceptual and/or methodological frameworks, and the building of a collaborative research team (Lang et al., 2012).

What qualities or ingredients cause collaboration to go horribly wrong?

Managing expectations is very important. Without clear and shared expectations or expected outcomes, partnerships may be set up for disappointment. You can mitigate these risks by transparent about all aspects of the partnership. For example, clear memorandums of understanding (MOUs) can be a useful tool to manage expectations. Before beginning a partnership, conducting a survey with partnerships about expectations can be another useful way to understand what each partner is hoping to achieve. Plummer et al. (2021) identify four essential inputs for partnerships: financial resources, human resources, motivations for partnership, and transparency. These attributes are a useful touch point for avoiding miscommunications or conflict associated with poorly managed expectations.

Building Sustainable Communities: Collaboration Copyright © 2022 by Ryan Plummer; Amanda Smits; Samantha Witkowski; Bridget McGlynn; Derek Armitage; Ella-Kari Muhl; and Jodi Johnston is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

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Team-Building Strategies: Building a Winning Team for Your Organization

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Discover how to build a winning team and boost your business negotiation results in this free special report, Team Building Strategies for Your Organization, from Harvard Law School.

Conflict and Negotiation Case Study: Long-Term Business Partnerships and Negotiated Agreements

Business negotiations: the signing of the contract is only the beginning of the negotiation relationship..

By PON Staff — on September 26th, 2019 / Conflict Resolution

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To protect the future interests of their organization, negotiators sometimes must accept fewer benefits or absorb greater burdens in the short run to maximize the value to all relevant parties during negotiation – including future employees and shareholders – over time.

Suppose that the operations VPs of two subsidiaries of an energy company are preparing to negotiate the location of a new energy source within the company. Beta , the energy source, is limited in supply, but it is inexpensive and efficient to use in the present and grows in potency over time.

One subsidiary would reap short-term gains by using Beta immediately, while the other is generating a technology that would make even greater use of Beta in the future.

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Retaining Beta for future use would create more long-term value for the company overall.

But because the future consequences of our decisions often appear remote, it could be difficult for the executives involved to negotiate this wise decision.

In negotiations , a temporal delay often exists between our decisions and their consequences, a situation that becomes complicated when ‘others’ – rather than ourselves – will be affected by our decisions.

In negotiations concerning long-term concerns, a strong symmetry exists between powerful present organizational actors and powerless future generations. Because those with control over the decision process have less at stake, the dependency of future generations on the present generation intensifies.

How do you maximize value in negotiations? Leave a comment.

Related Conflict Resolution Article:  The Deal is Done, Now What?  –  After a long round of business negotiations with a partner from Silicon Valley in a joint venture to manufacture devices using your tech and their know-how. The contract is unambiguous and its terms exact – all contingencies are covered and strong enforcement mechanisms are in place to insure compliance with the negotiated agreement. The foundation for the new partnership is solid and the dealmaking negotiation to arrive at this day is what helped build that foundation. But now what? As any experienced business negotiator knows, it takes more than a perfect contract to have a successful agreement. To work together with a partner and others, you need an effective working relationship based upon trust and mutual respect. In reality, business negotiators know that the signing of the contract is only the beginning of business negotiations between the two parties and that the building of a successful relationship between the two firms relies upon those same communication skills and negotiation skills that developed the foundational contract in the first place. A successful relationship with a partner, whether a domestic negotiator or an international negotiator, is, in many cases, the difference between success and failure. In this article, the Program on Negotiation (PON) at Harvard Law School takes negotiation strategies first published in the Negotiation Briefings   newsletter to show you how to transform a contract into a successful, win-win relationship.

Dealmaking – Relationship Rules and Business Negotiations  –  Here are some concrete guidelines for fostering a productive, value-creating relationship with your negotiating counterpart – in business and in daily life. These negotiation strategies and negotiation tips come from  The Global Negotiator: Making, Managing, and Mending Deals Around the World in the 21st Century   by Program on Negotiation faculty member Jeswald Salacuse .

Originally posted in May 2013.

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Guhan Subramanian is the Professor of Law and Business at the Harvard Law School and Professor of Business Law at the Harvard Business School.

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Social Capital in Higher Education Partnerships: A Case Study of the Canada–Cuba University Partnership

  • Original Article
  • Published: 03 July 2018
  • Volume 33 , pages 89–109, ( 2020 )

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  • Marianne A. Larsen   ORCID: orcid.org/0000-0002-4945-6434 1 &
  • Clara I. Tascón 1  

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This article reports on the findings of a case study about the Canada–Cuba University Partnership (CCUP), a teaching, research, and service partnership between individuals associated with a Canadian and Cuban University. The research question guiding the study was: “How do the relationships among individuals in the CCUP shape the partnership?” Our review of the existing literature on higher education partnerships reveals the lack of literature focusing on the relationships among individual partnership members. Our study is framed by social capital as our theoretical approach and social network analysis as our methodological approach. These approaches enable us to map out the connections between and among individuals and show the importance of their relationships. We analyze the partnership focusing on social capital, highlighting the mutually beneficial activities and the role of central actors in the network who contributed to the formation of the partnership and the long-lasting relationships among academics in both countries. Relationships in the CCUP are characterized by mutuality, solidarity, and strong and thick ties. The argument we advance is that understanding the collaborative relationships among members of higher education partnerships and the productive capacities of those relationships through the enactment of social capital provides insights into how sustainable and successful partnerships work.

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The Role of Social Capital/Guanxi in Students’ Decision-Making about Postgraduate Education in China: An Explorative Case Study

Abbasi, A., Wigand, R.T. and Hossain, L. (2014) ‘Measuring social capital through network analysis and its influence on individual performance’, Library and Information Science Research 36 (1): 66–73.

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Larsen, M.A., Tascón, C.I. Social Capital in Higher Education Partnerships: A Case Study of the Canada–Cuba University Partnership. High Educ Policy 33 , 89–109 (2020). https://doi.org/10.1057/s41307-018-0100-1

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Cases on the Law of Partnership

Cases on the Law of Partnership

Floyd R. Mechem , University of Michigan Law School Follow

Download Full Text (60.4 MB)

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Download Table of Cases (2.7 MB)

Download I: What is a Partnership (21.6 MB)

Download II: For What Purpose Organized (14.8 MB)

Download III: Who May Be Partners (18.4 MB)

Download IV: What Contracts and Acts Create Partnership (11.7 MB)

Download V: Nature of Partner's Interest in Property (30.8 MB)

Download VI: The Firm Name and Good Will (4.6 MB)

Download VII: Rights and Duties of Partners Toward Each Other (29.0 MB)

Download VIII: Actions Between Partners (35.2 MB)

Download IX: Powers of Partners (5.0 MB)

Download X: Who is Liable for the Acts of a Partner (29.5 MB)

Download XI: Of the Nature and Extent of a Partner's Liability (10.9 MB)

Download XII: Of Dissolution and Notice (35.3 MB)

Download XIII: Of the Consequences of Dissolution (5.9 MB)

Download XIV: Agreements Between Partners at Dissolution Respecting Payment of Debts (10.4 MB)

Download XV: Application of Assets to Claims of Creditors (63.4 MB)

Download XVI: Distribution of Assets Between Partners (7.5 MB)

Download Index (10.1 MB)


A casebook with selected cases to aid the teaching of partnership law. First edition. Missing front matter.

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Partnerships, Property, Property interests, Firms, Liability, Dissolution, Notice, Debts, Claims, Assets, Limited partnerships

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