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Project management has become an essential skill for organizations to achieve their goals efficiently. By effectively managing projects, businesses can streamline processes, improve productivity, and ultimately drive success. To understand the intricacies of project management, it is crucial to explore various case studies that offer real-life insights into successful project management practices. This comprehensive guide aims to provide a deep dive into project management, highlighting key principles, methodologies, and the role of a project manager.
Project management is a crucial discipline that involves the application of knowledge, skills, tools, and techniques to project activities. Its primary goal is to meet specific project requirements by carefully planning, executing, controlling, and closing projects within defined constraints. These constraints typically include factors such as time, cost, and scope. By effectively managing these elements, project managers aim to achieve predetermined objectives while ensuring efficient resource utilization.
At its core, project management is a multifaceted process that requires a comprehensive understanding of various project elements. It encompasses the coordination of tasks, resources, and stakeholders to achieve project goals. By employing proven methodologies and strategies , project managers can effectively navigate the complexities of project execution.
Successful project management involves breaking down complex projects into manageable tasks, establishing clear project objectives, and developing a well-defined project plan . This plan serves as a roadmap for the project, outlining the necessary steps, timelines, and deliverables. By having a solid plan in place, project managers can effectively allocate resources, manage risks, and monitor progress throughout the project lifecycle.
Project management is guided by a set of key principles that serve as the foundation for successful project execution. These principles include:
A project manager plays a pivotal role in the success of any project. They are responsible for planning, organizing, and overseeing all project activities. Key responsibilities of a project manager include:
By fulfilling these roles and responsibilities, project managers act as leaders, decision-makers, and facilitators. They work closely with stakeholders to ensure that project goals are met, deliverables are achieved, and project outcomes align with organizational objectives.
Project management plays a crucial role in the success of organizations. It is a discipline that involves planning, organizing, and controlling resources to achieve specific goals and objectives. Effective project management ensures that projects are executed efficiently, meeting the desired outcomes while staying within the allocated budget and time frame.
Effective project management offers numerous benefits to organizations. Firstly, it enhances collaboration among team members. By establishing clear roles and responsibilities, project managers facilitate effective communication and coordination, ensuring that everyone is working towards a common goal. This collaboration fosters innovation, creativity, and synergy among team members, leading to higher productivity and better outcomes.
Furthermore, effective project management promotes efficient resource allocation . Project managers carefully analyze the project requirements and allocate resources, such as manpower, equipment, and materials, in the most optimal way. This ensures that resources are utilized effectively, minimizing waste and maximizing productivity. By efficiently managing resources, organizations can achieve cost savings and improve their overall operational efficiency.
In addition, effective project management minimizes risks. Project managers identify potential risks and develop strategies to mitigate them. They create contingency plans and establish risk management processes to address any unforeseen events or challenges that may arise during the project. By proactively managing risks, organizations can minimize disruptions, avoid costly mistakes, and ensure the successful completion of projects.
Moreover, effective project management enables effective decision-making. Project managers gather relevant data, analyze information, and make informed decisions based on the project’s objectives and constraints. They consider various factors, such as cost, quality, and time, to make decisions that align with the organization’s overall strategy. This ensures that projects are executed in a way that maximizes value and achieves the desired outcomes.
Lastly, effective project management ensures projects are completed on time and within budget. Project managers develop detailed project plans, set realistic timelines, and monitor progress to ensure that projects stay on track . They closely monitor project costs and implement cost control measures to prevent budget overruns. By delivering projects on time and within budget, organizations can enhance customer satisfaction, build trust, and maintain a competitive edge in the market.
Scope creep.
On the other hand, poor project management can have severe consequences for organizations. When project management is not effectively implemented, it can result in scope creep. Scope creep refers to the continuous expansion of project requirements beyond the initial scope, leading to increased costs, delays, and a loss of focus. This can strain relationships with stakeholders, as their expectations may not be met, and can ultimately lead to project failure.
Poor project management can also result in budget overruns. Without proper planning and control, projects can exceed their allocated budgets, causing financial strain on the organization. This can lead to reduced profitability, cash flow issues, and potential financial losses. Additionally, budget overruns can negatively impact the organization’s reputation, as stakeholders may view the organization as inefficient or unreliable.
Missed deadlines are another consequence of poor project management. When projects are not effectively managed, timelines may not be realistic or properly monitored. This can lead to delays in project completion, causing frustration among stakeholders and potentially impacting the organization’s ability to deliver products or services on time. Missed deadlines can also result in missed business opportunities, as competitors may gain an advantage by delivering similar projects more efficiently.
Furthermore, poor project management can strain relationships with stakeholders. When projects are not effectively communicated or managed, stakeholders may feel excluded or uninformed. This can lead to misunderstandings, conflicts, and a lack of trust in the organization’s ability to execute projects successfully. Strained relationships can have long-term consequences, as stakeholders may choose to disengage from future projects or seek alternative partnerships.
Ultimately, failed projects can damage a company’s reputation. When projects fail to meet their objectives, it can erode customer confidence and trust in the organization’s ability to deliver on its promises. This can result in a loss of business opportunities, as potential customers may choose to work with competitors who have a track record of successful project execution. Additionally, failed projects can demoralize employees and create a negative work environment, impacting overall organizational performance.
In conclusion, effective project management is vital for organizations to achieve their goals and objectives. It offers numerous benefits, including enhanced collaboration, efficient resource allocation, risk mitigation, effective decision-making, and timely project completion. On the other hand, poor project management can have severe consequences, such as scope creep, budget overruns, missed deadlines, strained relationships, and damage to the organization’s reputation. Therefore, organizations should prioritize investing in project management practices and ensure they have skilled project managers who can effectively lead and execute projects.
Initiation phase.
In the initiation phase, project managers work closely with stakeholders to define project objectives and analyze feasibility. This phase involves identifying the project scope, clarifying deliverables, and assembling the project team. It sets the stage for the successful execution of the project.
The planning phase is a critical stage where project managers develop a detailed roadmap for project execution. It involves defining project activities, estimating resources and timelines, identifying risks, and developing contingency plans. Effective planning ensures all project stakeholders have a clear understanding of project requirements and paves the way for seamless execution.
In the execution phase, project plans are put into action. Project managers coordinate and oversee the project team, allocate resources, and monitor progress. Effective communication and collaboration are crucial during this phase to address any issues that may arise and keep the project on track.
The closure phase signifies the completion of the project. Project managers conduct a final review to ensure all deliverables have been met, obtain stakeholder feedback, and document lessons learned. This phase allows organizations to celebrate successes, evaluate performance, and gather valuable insights for future projects.
Waterfall methodology.
The waterfall methodology is a linear approach to project management, where tasks are completed sequentially. It involves distinct phases, with one phase starting only after the previous one is finished. This methodology is ideal for projects with well-defined requirements and limited changes expected throughout the project lifecycle.
The agile methodology is an iterative and flexible approach to project management. It emphasizes adaptability, collaboration, and continuous improvement. Agile projects are divided into short iterations called sprints, with frequent feedback loops, allowing for rapid adjustments and enhancements as the project progresses.
The hybrid methodology combines elements of both waterfall and agile methodologies. It allows project managers to tailor their approach based on project requirements and complexity. A hybrid approach offers the flexibility of agile methodologies while still incorporating structured planning and control from the waterfall model.
By delving into project management case studies, we can uncover valuable insights and lessons from successful projects. Understanding the basics of project management, recognizing its importance, and following established processes and methodologies sets the stage for achieving project goals efficiently. Whether you choose a traditional waterfall approach, an agile methodology, or a hybrid model, the key to project management success lies in effective leadership, collaboration, and adaptability.
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Relevant, detailed case studies from PMs solving real-world project challenges.
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This page provides an overview of the various case studies available from Scrum.org. These case studies demonstrate successful transforming organizations, uses of Scrum, Nexus, Evidence-Based Management and more. Read them to understand where people and teams have struggled and how they have overcome their struggles.
Scaling scrum, successfully implementing scrum, scrum outside of software.
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Ai generator.
Who wouldn’t want to bask in the glory of success and sit at the top of one’s chosen trade? We can put too much emphasis on the results that we tend to neglect the arduous process that comes with the glitz and glitters. Overnight success will not stand the rigors of long term subsistence. Stories of toils and triumph against adversity are what make our achievement motivating and noteworthy to the rest of the industry. That is why a project case study showing how you overcame ordeals from day zero tells more than the product will of your competency in your chosen field.
Case studies provide in-depth treatment of a subject matter because of the extensive reporting and comprehensive writing style they entail. They put the spotlight on how a team made a project a success despite the challenges and how it is making strides in the industry. Project case studies are a useful project management apparatus for documenting initiatives, programs, and strategy for future reference of the company and concerned entities. Instead of using hard-sell strategies on marketing your craft, let project case studies make the case for you.
We don’t just tune in to the recognition of the Olympic gold medalists, Nobel Prize winners, and Pulitzer Prize awardees for their crowning moments. We listen to their backstories, their journey of getting to where they are now. It could be that we find comfort in knowing that the prominent personalities in different world arenas are also humans, that they, too, face adversities. We may be seeking motivation in our own lives in knowing that others made it to greatness so we can, also. Success stories sell for many reasons, but not all generate the same effect in us.
“Powerball” Success
The problem with instant success is that it skips the phenomenon of delayed gratification. When it bypasses the hard work that is equivalent to working for an equivalent prize, people tend to put less value on the amount. In other words, money is worth less when earned with a lottery ticket. This isn’t meant to poke fun on lottery winners nor devaluate what they have done to win. The point is that, in general, it is easier to spend money when you didn’t shed blood and tears to earn every penny.
On Reporting the Process
Although the end product is the biggest tell-tale of the success of a project, it doesn’t paint a complete picture. There is a chasm between the start to finish of a project. When you keep the two detached from each other, you lose valuable information that you can use for future ventures. You also keep up this erroneous image that success comes easy. One, that misleads an audience that you might not even know you have. Forget about inspiring a new batch of leaders, world changers, and entrepreneurs. Two, it is difficult to sustain a pristine and perfect image. It will always crumble sooner than convenient.
Where Pragmatism Fails
On the other hand, veiling the work that came with your success is counterintuitive in making your mark in the field. Achievement is not handed out on a silver platter. Case studies show the rest of the industry how you accomplished a project. It shows your capability in marketing project strategy and management. It tells of your expertise and your work ethic in handling the tasks and meeting strict deadlines. It boasts of your prowess in getting the job done. For a company, project case studies tell the clients how professional you are in meeting their expectations and demands. It tells of your command of the trade and skill in the craft.
It’s time to take off the end game goggles and gain a new perspective on how you should measure success.
The success of an endeavor takes a stroke of brilliance, perseverance, and hard work. Illustrate for your and the rest of the world’s benefit how you made a project successful against the odds through publishing case studies. Because each study is a detailed accomplishment and performance report on how you went above and beyond what’s good enough for clients, your portfolio and business library will certainly benefit from these documents. With the world becoming aware of the usefulness of case studies, be at the top of your game and tell your success story differently. Look into the following case study templates and samples from different fields and improve your storytelling.
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Success stories are not made equal. Revamp your or your business’s portfolio with project management case study that shows why you are trustworthy and reliable in a competitive industry. Keeping case studies in your library will also guide your next decisions. This is how you design your success story that converts audience into clients.
Of the projects that you have worked on, which ones would you consider your best? List your top contenders and indicate a summary why you think it so. Perhaps you can ask a colleague to help you identify which of these are your best. Make each study caption concise, detailed, and interesting.
Make the format easier to understand on the first reading. Include the description of the client and their problem, the project’s objectives, how you came about the case, and the results. Indicate the challenges and your solutions, and how the project was received by the clients. You should explain how you made the project a success. Remember, even if it was successful, there is a lot going in the background that will put off any interested client, may that be internal team tension or terrible work ethic.
Most likely, you worked with a team for the project. Therefore, you have to give them credit for what they have accomplished. You should also explain your role in the project and how you contributed to its success. When your client knows how you are involved instead of just your work title in the project, it will help you gain their trust.
Although case studies are about the process of success, don’t forget to make it clear how the project wasn’t just a money-making scheme. It helps your image if you communicate that you also care for your clients. Write about how the project made or will make a significant difference in the community. Describe how it affected the people involved and its benefactors. Show your heart by including societal and environmental responsibility in your business ventures.
How the work is done is part of the success and should be given a huge chunk of the performance indicator pie. The glorious end of any successful endeavor is only half the picture. Build a respectable career on stable and dependable work that gives importance to the laborious grind as it does the trophy at the end.
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10 Examples of Public speaking
20 Examples of Gas lighting
Real cases are the concrete material for those who want to go into professions. The ten real-world project management case studies with examples look into successful project management strategies and emphasize the need for proper planning, communication, and problem solutions. They show us different sectors of the economy, from technology, construction, health, and many others. The case studies will help you develop a deeper knowledge of how project management tools are implemented in different situations. It doesn’t matter whether you are a project manager or aim to get certified as a PMP ; the case studies will be instrumental in that. Through this analysis, high project management significance is demonstrated and the strategies as well as means of achieving project success become clearer.
Process management involves scheduling, execution, and completion of tasks in a planned and interconnected way to achieve desired goals in a timely. Practical application: utilizing knowledge, resources, and processes to achieve project objectives efficiently. Moreover, project management aims to deliver customized outcomes within specified constraints like scope, time, cost, quality, and risk.
Lastly, the matter fact that effective project management needs good leadership skills, excellent communication, risk management, and the ability to change according to the circumstances becomes vital. Therefore, various project management methodologies , such as Agile, Scrum, and Waterfall, provide frameworks for guiding through their project life cycles.
The following are the summaries of ten project management case studies and examples that highlight various aspects of successful project execution and lessons learned:
The renowned Sydney Opera House is one of the world’s iconic symbols for architecture. This particular place is situated in Sydney, Australia. The project took off in the middle of the 1950s to produce a world-class entertainment facility towering the city skyline. The competition for the structure design was won by the Danish architect, Jørn Utzon with him becoming the lead of the building team, and the construction commenced immediately the following year.
Also, the design of the Opera House returns its shell-like constructions that are quite problematic both esthetic and engineering. It intended to produce a space that would be home to a diverse range of performing arts activities and become a symbol of Sydney, achieving this goal through a combination of its function and transformative design.
Subsequently, the Sydney Opera House case study is regarded as an important source of experience for project managers and they continue to underline the necessity of developing a holistic approach that involves leading practicians, highly efficient teamwork, and powerful project governance to be able to manage this kind of project successfully.
NASA farms the Mars Rover mission to discover and gain insight into the surface of the planet. Within these tracked roving vehicles are two-wheeled Sojourner, Spirit, Opportunity, and Curiosity alongside the most recent one Perseverance. All rovers had these instruments on board for Martian surface analysis, looking for traces of space biology, and studying the core history of the planets.
In addition, the program involves all-encompassing planning, impeccable calculations, and sophisticated technology to deliver impeccable results. For the discovery of the Moon’s geological dynamics, each rover was a testament to space exploration as well as robotics in scientific investigations.
Astronauts aboard Mars Rover involve the use of effective project management , risk identification, and adaptability, which are the keys to space exploration. This is another example of how such missions provide a learning and also development opportunity for future space exploration endeavors.
Its aim was an uncomplicated worship of the Summer Olympic and Paralympic Games which accepted athletes and spectators from the whole world as the participants. These world-changing constructions revolutionized and greatly influenced the everyday life of Londoners, shaping their way of life significantly.
Nevertheless, the London Olympics set a legacy beyond the lasting success of the event. Furthermore, authorities converted and repurposed the infrastructure surrounding Olympic Park for public use, stimulating urban regeneration efforts. The project management best practices for event planning are centered around environmental conservation measures, economic impact, and community intervention.
Apple inc.; making the iPhone is the epitome of complex product development. There was no such thing as the iPhone in 2007, just a phone that was much more than that magical device that incorporated a phone, iPod, and internet communication appliance into a single thing.
Designing a quality product involves integrating high-tech hardware, software, intuitive user interfaces, and various technologies seamlessly.
Apple’s iPhone exemplifies agile innovation, quality-speed balance, and lasting market impact, driving unparalleled business success.
The 2016 announcement of the Panama Canal Extension addressed the need for accommodating larger vessels amid global seaborne trade growth. The first canal built, finished in 1914, could not have been a passageway for the size and capacity of these days’ ships. Additionally, the extension project targeted these inadequacies and intended to uplift the channel’s performance in terms of time-saving and upgrading the global shipping sector.
To conclude, the Panama Canal is an excellent example of how much infrastructure developments are needed as the world is rapidly changing. The project that stands behind the success of global collaboration and project risk management became the vehicle of a plan that influenced the way of doing international trade, and the Panamanian economy.
The Crossrail London project, also called the Elizabeth Line, improves transportation connections in London through extensive rail network construction. The main goal is to design a straight east-west railway, spanning key city districts and neighboring territories.
Moreover, the London Crossrail line confronting the delays and overflows of funds, at last, created a disruptive shift in London public transport. In that respect, the positive results and public benefits show the role of major projects that focus on green transit infrastructure in creating urban connectivity and driving ecological and social development.
The Big Dig, of the Boston, Massachusetts, Central Artery/Tunnel Project was this outstanding public works effort. The project aimed to enhance urban transportation by replacing the Central Artery with tunnels, bridges, and interchanges to expedite traffic.
The project required innovative engineering to tackle tunnel construction, soil conditions, and water management challenges. Moreover, effective public and political expectations management was critical, necessitating extensive public engagement, transparent communication, and collaboration across government entities.
Despite facing delays and cost overruns, completing the Big Dig in 2007 marked a transformative moment for Boston. The project achieved its goals of improving traffic, revitalizing urban areas, and driving economic growth through new developments. Therefore, the success of the Big Dig serves as a case study in adaptive project management, overcoming technical complexities, and achieving positive urban and economic outcomes in large-scale infrastructure projects.
Planners began the Hoover Dam project in 1936, aiming to meet water and electricity needs in the southwestern USA. Additionally, technologically innovative, the dam featured an arch-gravity design and introduced advanced concrete construction methods. Engineers overcame desert conditions using continuous pouring and refrigeration to counter high temperatures during construction.
Moreover, the Hoover Dam’s enduring impact includes water supply management by creating Lake Mead, one of the largest U.S. reservoirs. The power plant at Hoover Dam generates electricity for the regional grid, serving as a reliable and ongoing energy source. The dam has gained significance beyond its strict utilitarian role. The dam symbolizes America’s resilience and cleverness, drawing millions of visitors to appreciate its cultural, historical, and engineering significance.
The Airbus A380 holds this exceptional record and thereby symbolizes a development breakthrough in the aviation industry in 2007 respectively. The designers created the twin-deck, wide-body aircraft for maximum capacity and comfort, making it ideal for long-distance travel.
Also, it serves the global collaboration in aerospace engineering evidenced by the contributions of different countries as the project was taken as a whole. Moreover, the Airbus A380 project portrays the complexities of global collaboration, overcoming technical difficulties, and embedding oneself in the competition of the aerospace industry as well. The A380’s impact on aviation underscores lessons in adaptation and environmental consciousness for shaping tomorrow’s airline transportation.
The HST Mission repaired the telescope’s optical issues, unleashing its full astronomical potential and overcoming initial obstacles. Starting in 1990, Hubble had a manufacturing problem in one of the primary mirrors, which caused blurred images. As a consequence of that day, NASA carried out the first mission of servicing (STS-61) in 1993. Astronauts conducted a complex EVA to install WFPC-2 optics on Space Shuttle Endeavour, addressing Hubble’s optical issues.
However, this repair mission showcased the collaborative efforts of NASA and astronauts, emphasizing meticulous training, communication, and problem-solving skills. The success of the mission marked a turning point for Hubble, transforming it into a premier astronomical observatory. Subsequent servicing missions further upgraded instruments, extending Hubble’s lifespan and contributing to groundbreaking scientific discoveries.
These top 10 project management scenarios showcase real-world industry challenges in action. Thus, from the dissertation of the given cases, you can be more capable of leading your projects appropriately. Would you like to elevate your expertise? Join our project management course package now, which covers everything from detailed instructions to hands-on experience.
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Find out more about projects in various sectors and industries, from lessons learnt, to award winning projects and a look into the future of project management. (🔒) Indicates member only content. Not a member? Join today
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APM have been celebrating excellence in the profession for over 20 years with the APM Project Management Awards . These award winner case studies provide insight into the achievements of projects -
2019 - Case study - Maternity Information System, NHS Foundation Trust
2015 - Case study - Creating Change, Adam Smith International
2015 - Case study - Heathrow Terminal 3 Integrated Baggage Facility, Heathrow Airport Ltd
2015 - Case study - Mass transformation, BAE Systems Munitions
2015 - Case study - National Trust
2014 - Case Study – Innovation in Projects
2013 - Case Study – The Village School
2013 - Case study - W1 Programme, BBC
2012 - Case study - Construction Programme for the London 2012 Olympic and Paralympic Games, Olympic Delivery Authority
2010 - Case study - King Shaka International Airport, Turner & Townsend
With a presence in 15 countries and on 5 continents, RATP Group is the world’s third-largest urban transport operator and has been a historic operator in the Parisian transportation sector for over 70 years.
If you’ve ever ridden the famous red double-decker buses in London, commuted in Paris by subway, or toured Tuscany by railway, then you’re already familiar with some of their work.
But building and maintaining a global portfolio of projects means that the RATP Group’s Operations and Maintenance team of experts (ADO-IE) is always on the go. In between international flights and new client meetings, managers required an accessible solution to scheduling.
Find out how the team has taken on the challenge of meeting the demands of modern infrastructure and transportation systems with Ganttic’s resource planner.
RATP Group is France’s state-owned enterprise that operates the country’s public transport systems. But for expert engineering consulting and support outside of France, look to ADO-IE, RATP Group’s Office for Operations and Maintenance.
Working closely with RATP Group specialists, the ADO-IE team is deployed regularly to design projects, consult on bids, and train specialists in more than a dozen countries. Providing technical assistance and maintenance engineering for railways, metro lines, and bus networks.
While each tender expanded the organization’s portfolio, with this growth came unforeseen challenges.
As Fred Lavenaire, the Head of Bus and Light railway at RATP Group’s Development agency told us on our visit to their Paris HQ:
“Before using Ganttic, we were using RATP homemade planning software (it does the job when you work 100% in France, but doesn’t fit our team’s needs) or sharing an Excel sheet.”
Coordinating team members embarking on these international projects was a complex job that required accessibility and live updates. And although they had company software as well as office staples like Excel and PowerPoint, these options were not viable when checking in from a hotel or airport lounge.
Fred explained the solution they were looking for:
“We were looking for a “light” software , easy to handle, allowing us to replace our old-fashioned Excel sheet. We had multiple options, including company software, but they were either outdated or too heavy (requiring company VPN to get access or not accessible online)”
Not only was accessibility important, but usability was also a necessity.
Up until 2023, work was done exclusively via Excel, for activity tracking, and PowerPoint, for reporting. As the company’s range of projects grew, so did the complexity of managing activity and workload tracking. It was important to see where people were, what they were doing, and until when.
Fred continues:
“At some point, we needed software allowing us to be more accurate, and to assign resources faster and accessible online. After some research on the web, Ganttic seemed to cover our needs.”
For the team at the ADO-IE office, Ganttic provided a complementary high-level view of project resources, focusing on different time periods and perspectives. The cloud-based software also fit their specific needs, offering the simplicity, accessibility, and functionality the team was looking for.
An additional selling point was that the tool was easy to handle, without requiring extensive training. Although the Support team was there whenever they needed it.
Since the implementation, Ganttic has been used in the organization’s daily operations. Its primary function is managing resources across different projects. To do this, business managers are responsible for updating the software after coordinating with their teams. Ensuring that resource allocation is always current and accurate.
As Fred explained:
“Within our organization, the main purpose of Ganttic is to have a high-level view of who does what from a short, medium and long-term perspective.”
The team also holds bi-monthly “workload planning meetings” to review and adjust resource assignments as needed. Fred explained the purpose of these meetings:
“This allows the management team to review the assignment, to identify any gap or specific need and potentially to re-assign resources when needed. We also remind everyone to input their vacation period so we can anticipate and adjust the workload accordingly.”
Ganttic has proven to be an invaluable tool for the team at RATP’s ADO-IE office, transforming their project and resource management processes. Its ease of use, customization capabilities, and time-saving features have enabled their office to operate more efficiently and effectively. Namely:
“The drag and drop is number one without a doubt.”
Fast and easy scheduling or rescheduling is a necessity for all engineering organizations . Especially since plans can change on a dime. This capability simplifies resource allocation and adjustments, saving significant time and reducing manual input.
Ganttic’s multiple features and customization options enable the ADO-IE office to tailor the software to their specific needs. This flexibility is crucial for a company constantly on-the-go with diverse and dynamic project requirements. As Fred told us:
“First of all, it’s secure and easy to administrate. We are all very busy, flying away pretty often and Ganttic is a smooth software. Second, the multiple features allow us to customize it. Also, it doesn’t require any specific training for new users, very intuitive and easy to handle.”
The fact that the platform compliments the company’s internal software, means that it can provide a high-level view of resource deployment until more precise data is available from the company’s systems.
Additionally, Task utilization provides valuable insights for reporting and resource management. This is due to the nature of their business where “some people may be 100% dedicated to one project or sharing their time on different businesses.”
As we learned from Fred:
“The % of utilization in the Task window is also very appreciated. From a reporting point of view, regardless of our very specific need, this feature allows us to use the available data in almost all possible ways.”
Ganttic has significantly reduced the time spent on manual inputs and email communications. Fred estimates that the software saves approximately 1 hour per person per month, amounting to about 80 hours per month for their office.
The ADO-IE office has numerous upcoming projects, some of which may involve deeper integration with Ganttic. As the company continues to grow and take on new challenges, Ganttic is poised to remain a key component of their strategic toolkit, supporting their mission to deliver world-class transportation solutions globally.
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Home Blog Agile Agile Case Studies: Examples Across Various Industires
Agile methodologies have gained significant popularity in project management and product development. Various industries have successfully applied Agile principles, showcasing experiences, challenges, and benefits. Case studies demonstrate Agile's versatility in software development, manufacturing, and service sectors. These real-world examples offer practical insights into Agile implementation, challenges faced, and strategies to overcome them. Agile case studies provide valuable inspiration for implementing these methodologies in any project, regardless of the organization's size or industry.
Agile methodology is used by a wide variety of organizations, including:
1. moving towards agile: managing loxon solutions.
Following is an Agile case study in banking:
Loxon Solutions, a Hungarian technology startup in the banking software industry, faced several challenges in its journey towards becoming an agile organization. As the company experienced rapid growth, it struggled with its hiring strategy, organizational development, and successful implementation of agile practices.
How was it solved:
Loxon Solutions implemented a structured recruitment process with targeted job postings and rigorous interviews to attract skilled candidates. They restructured the company into cross-functional teams, promoting better collaboration. Agile management training and coaching were provided to all employees, with online courses playing a crucial role. Agile teams with trained Scrum Masters and Product Owners were established, and agile ceremonies like daily stand-ups were introduced to enhance collaboration and transparency.
This Agile project management case study aims to analyze the degree of contribution of entrepreneurial orientation (EO) in the use of agile methods (AM) in project management. The study focuses on understanding how EO influences the adoption and effectiveness of agile methods within organizations. Through a detailed case study, we explore the relationship between entrepreneurial orientation and Agile methods, shedding light on the impact of entrepreneurial behaviors on project management practices.
A technology consulting firm faced multiple challenges in project management efficiency and responsiveness to changing client requirements. This specific problem was identified because of the limited use of Agile methods in project management, which hindered the company's ability to adapt quickly and deliver optimal outcomes.
Entrepreneurial orientation (EO) is a multidimensional construct that describes the extent to which an organization engages in entrepreneurial behaviors. The technology firm acknowledged the significance of entrepreneurial orientation in promoting agility and innovation in project management.
The five dimensions of Entreprenurial orientation were applied across the organization.
How do you ensure your team performs efficiently without compromising on quality? Agile is a way of working that focuses on value to the customer and continuous improvement. Integrating Agile in your work will not only make the team efficient but will also ensure quality work. Below is a case study that finds how agile practices can help teams perform better.
The problem addressed in this case study is the need to understand the relationship between the Agile way of working and improving team performance and engagement. We see that teams often face challenges in their daily work. It could be a slow turnover due to bad time management, compromised quality due to lack of resources, or in general lack of collaboration. In the case study below, we will understand how adopting agile practices makes teams work collaboratively, improve quality and have a customer-focused approach to work.
How it was Solved:
A number of factors mediated the relationship between agile working and team performance and engagement.
It was concluded that agile ways of working can have a positive impact on employee engagement and team performance. Teams that used agile methods were more likely to report high levels of performance and engagement.
Xcel Energy faced a significant challenge in meeting the Reliability Need required by the Southwest Power Pool in New Mexico. The company had committed to constructing a new 34-mile, 345-kilovolt transmission line within a strict budget of $65 million and a specific timeline. Additionally, the project had to adhere to Bureau of Land Management (BLM) environmental requirements. These constraints posed a challenge to Xcel Energy in terms of project management and resource allocation.
A PM Solutions consultant with project management and utility industry experience was deployed to Xcel Energy.
The PM Solutions consultant deployed to Xcel adapted to the organization's structure and processes, integrating into the Project Management functional organization. He utilized years of project management and utility industry experience to provide valuable insights and guidance.
The project was completed eleven days ahead of schedule and approximately $4 million under budget. The management team recognized the project as a success since it went as planned, meeting all technical and quality requirements.
The construction industry, specifically during the design stage, has not widely embraced Lean Project Delivery (LPD) and Agile Project Management (APM) practices. This limited adoption delays the industry's progress in enhancing efficiency, productivity, and collaboration in design.
An organization in the software development industry aims to enhance their understanding of the tensions between exploitation (continuity) and exploration (change) within Agile software development (ASD) project teams. They seek to identify and implement ambidextrous strategies to effectively balance these two aspects.
How it was solved:
Problem: The consumer finance company faced challenges due to changing state and federal regulatory compliance requirements, resulting in the need to reinvent their custom-built storefront and home office systems. The IT and PMO teams were not equipped to handle the complexities of developing new systems, leading to schedule overruns, turnover of staff and technologies, and the need to restart projects multiple times.
How it was Solved:
To address these challenges, the company implemented several solutions with the help of PM Solutions:
In this Agile Scrum case study, the insurance company successfully implemented Agile Scrum methodology for their software development projects, resulting in significant improvements in project delivery and overall team performance.
The insurance company faced challenges with long project cycles, slow decision-making processes, and lack of flexibility in adapting to changing customer demands. These issues resulted in higher costs, delayed project deliveries, and lower customer satisfaction levels.
Problem:
In this Agile transformation case study, the problem identified is the lack of effective communication and alignment within an IT firm unit during the transformation towards an agile work culture. The employees from different cultural backgrounds had different perceptions and understanding of what it means to be agile, leading to clashes in behaviors and limited team communication. This situation undermined morale, trust, and the sense of working well together.
The study suggests that the cultural background of IT employees and managers, influenced by different national values and norms, can impact the adoption and interpretation of agile work values.
Case studies provide several benefits for professionals in various fields:
Examine the top trending Agile Category Courses
In conclusion, agile methodology case studies are valuable tools for professionals in various fields. The real-world examples and insights into specific problems and solutions, allow professionals to learn from others' experiences and apply those learning their own work. Case studies offer a deeper understanding of complex situations, highlighting the challenges faced, the strategies employed, and the outcomes achieved.
The benefits of case studies for professionals are numerous. They offer an opportunity to analyze and evaluate different approaches, methodologies, and best practices. Case studies also help professionals develop critical thinking skills, problem-solving abilities, and decision-making capabilities through practical scenarios and dilemmas to navigate.
Overall, agile case study examples offer professionals the opportunity to gain practical wisdom and enhance their professional development. Studying real-life examples helps professionals acquire valuable insights, expand their knowledge base, and improve their problem-solving abilities.
Three examples of Agile methodologies are:
Scrum: Scrum is one of the most widely used Agile frameworks. It emphasizes iterative and incremental development, with a focus on delivering value to the customer in short, time-boxed iterations called sprints.
Kanban: Kanban is a visual Agile framework that aims to optimize workflow efficiency and promote continuous delivery.
Lean: Lean is a philosophy and Agile approach focused on maximizing value while minimizing waste.
The six phases in Agile are:
Lindy Quick, SPCT, is a dynamic Transformation Architect and Senior Business Agility Consultant with a proven track record of success in driving agile transformations. With expertise in multiple agile frameworks, including SAFe, Scrum, and Kanban, Lindy has led impactful transformations across diverse industries such as manufacturing, defense, insurance/financial, and federal government. Lindy's exceptional communication, leadership, and problem-solving skills have earned her a reputation as a trusted advisor. Currently associated with KnowledgeHut and upGrad, Lindy fosters Lean-Agile principles and mindset through coaching, training, and successful execution of transformations. With a passion for effective value delivery, Lindy is a sought-after expert in the field.
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Written by: Brian Nuckols
When it comes to high impact marketing content, case studies are at the top of the list for helping show off your brand’s stuff.
In this post, I’ve put together a few high-level case study design tips as well as 14 professionally designed case study templates that you can use to start designing beautiful case studies today.
Let’s begin!
Here’s a short selection of 12 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below:
A case study is a way for you to demonstrate the success you’ve already had with existing clients. When you create a case study, you explore how previous clients have used your product or service to reach their goals.
In particular, a case study highlights a specific challenge or goal one of your clients was struggling with before they discovered your product.
It then demonstrates how your work has assisted them on the journey towards overcoming the challenge or accomplishing the goal.
A case study’s outcome is typically to share the story of a company’s growth or highlight the increase of metrics the company tracks to understand success.
The case study includes an analysis of a campaign or project that goes through a few steps from identifying the problem to how you implemented the solution.
When it comes to adding irresistible design to your content from the start, using a helpful tool is a great start. Sign up for a free Visme account and start highlighting your own client success stories using one of our case study templates today.
Also, while you’re beginning to transition your case study workflow to include a professional design tool, it’s helpful to review some high level principles you can incorporate into your case study.
We’ll start by reviewing some of the critical style tips and structural elements to include in your case study before progressing to a more detailed design section.
When designing an impactful case study, it’s essential to stay clear on the metrics that you’re highlighting. The process of overcoming business challenges is a dynamic process with many moving parts.
If you do not stay focused on what matters in your case study, you risk obscuring the big win your client experienced by using your product or service.
This is why you need to focus on a single message or metric. This is often called the north star metric .
The north star metric is the single most crucial rate, count or ratio that helped your client move closer towards their goals or overcame an obstacle.
While north star metrics are context dependent, a useful heuristic you can utilize is to figure out the most predictive metric of your client’s long term success.
In the template I’ll highlight below, cost per lead was the north star metric that The College for Adult Learning needed to optimize.
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Recently researchers at Presado did an interesting study to understand the types of language that help readers take action. They broke the content included in marketing assets into several categories, including functional, emotional and descriptive.
In the most successful pieces of content, the researchers found that emotionally coded words were present in 61% of the content’s total volume.
This research shows the benefit of using emotionally engaging content in your case study. While it’s essential to focus on the concrete evidence of how you helped your client get from where they started to a successful outcome, do not forget to highlight the emotional journey.
Once you’ve decided on the north star metric to highlight and you choose the emotional response you want to reinforce in your case study, it’s important to use actual data from the project to share the concrete results your product helped to achieve.
To make sure your audience can follow your line of thinking, make sure the data in your case study is precise. If you track data across time, your readers must know whether you chose to track by month or years.
If there are any apparent trends, you can use color to highlight specific areas in a chart.
If you want to dig deeper into using data to tell compelling stories, check out our video data storytelling tips to improve your charts and graphs.
In the template below, The College for Adult Learning case study is an excellent example of how these elements can work together.
Cost per lead was a critical north star metric, so we chose to emphasize the increase in revenue and a decrease in cost per lead.
Additionally, the background section uses emotionally rich language by highlighting how the school helps students get ahead with their career goals. Also, the factual data is the centerpiece of this page in the case study.
If you’re ready to share how you impacted a client, use the College for Adult Learning case study template right now!
After you’ve interviewed your client and you’re getting ready to start writing, it’s important to remember each piece you need to cover.
All good case studies consist of five parts: Introduction, Challenge, Solution, Benefit and Result.
While you don’t necessarily need to label each section like that, be sure that the flow makes sense and covers each section fully to give your audience the full scope of your case study.
Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme.
Use the Fuji Xerox case study template to showcase the concrete results you achieved for your clients. It has sections where you can explain the goals you started with and the results you achieved.
As we’ve explored already, the College for Adult Learning template has sections where you can embrace a data driven storytelling approach while also connecting with your audience using emotionally rich language.
Utilize the professionally designed business case study to connect with your audience.
The Intel case study has beautiful visual elements and gives you space to share the project’s context and the goals you set out to achieve. It also allows you to get concrete with the results you achieved.
You can always use the Visme Brand Kit to incorporate your unique brand colors into this stunning design.
Bit.ly is a marketing product that helps brands track how they are doing with campaign results. The bit.ly business case study template showcases how they drove impressive results for an eCommerce business.
You can modify the professionally designed case study template to illustrate the key results you drive for your clients.
The NVISIONCenters case study template is an excellent example of how powerful it is to pair beautiful designs with the results you generate for your clients. In this case study, we see how you can transform your past accomplishments into a powerful marketing asset.
The Adobe case study is an exciting example of a business case study because it does a great job illustrating how you can use a specific result to create a powerful marketing asset.
Adobe had a particular goal of branding to position itself as a leader for the future of digital marketing. LinkedIn sponsored messages was an effective tactic to drive the outcome Adobe needed.
You can use the Adobe case study template to demonstrate the success of your most effective tactics.
The Inkjet wholesale case study template is an excellent choice if you want to experiment with your case study’s visual element. The roadmap to objectives diagram is a powerful graphic that illustrates the journey of a successful campaign.
If you have a strong visual brand to tell your case study’s story with visuals, the Neutrogena template is a great choice. It is already designed with plenty of space to highlight your visuals.
When it is all said and done, you have the results section to complete a successful client partnership story.
The Weebly case study template is your choice if you want to add visual flair to your case study. The beautiful layout is a testament to the power of pairing minimal design with an exciting statistic.
The Patagonia case study is a perfect example of how crucial it is to make design choices based on your brand’s unique personality.
It is a fantastic choice if you have a project to showcase featuring a brand with a distinct brand aesthetic.
The Think With Google case study template tells the story of a mobile game that needed to create more engagement on their app.
It is a visually impactful case study design template that you can use to tell a compelling story about your results.
This case study template is the perfect way to show off search marketing results for a client or other highly specific KPIs that you managed to accomplish.
Insert the initial challenge followed by your company’s solution and adjust the included data visualization tools to showcase your specific results.
The presentation case study template is an excellent choice for blending beautiful visual elements with the ability to give detailed information about the results you generated, as well as showcasing that data in a unique format.
If you are ready to show how the unique features of your product or service drove real world business results then it is a good choice for your case study.
One small business saw incredible results when using Visme to optimize their webinar workflow. They saved 100 hours of their precious time by incorporating our collaborative design tools.
We designed the small business template using those results as an example. When you have an eye catching effect to showcase to your audience, you can use this template as a starting point.
Now that we’ve explored the 14 templates you can use with Visme to create your case study, let’s take a look at some practical design tips that will take your content to the next level.
In discussions about writing with style, brevity is a common topic. However, it’s also an important design principle.
Brevity in design is when you find the best way to perform your intended objective in as few steps as possible.
When designing your case study, make sure you do not add extraneous visual elements where they are not needed. Instead, think of the effect you want to have on your reader and try to do it simply.
Earlier in this article, I wrote about the north star metric, your case study’s emotional effect and using data to make the case study concrete. Your design choices should serve to reinforce these primary goals.
Clarity in design is when all of the visual elements add up to a whole.
A great example of this is in the small business case study template where the shapes, typography and color scheme all emphasize the main idea that Visme helps the reader save time.
Visual consistency is a fundamental design principle that you can not afford to ignore in your case study. It will help you increase readability and make sure your audience does not get frustrated with jarring visual elements.
In short, a consistent style is when you use a uniform color scheme, typography and the same kinds of visual elements throughout the case study.
Readability is a crucial element of design, especially for case studies that are experienced on mobile devices. Contrast is an impactful readability principle.
Make sure any contrasting colors you chose are easy on the eye and your reader does not have to strain to read your case study.
Alignment is one of the principles of design that sets professionally designed business case study templates apart. Great designers have an intuitive eye for the mathematically based ratios of proximity invisible in sound design and an eyesore in lousy design.
The good news is that you do not have to be a mathematician nor a professional designer to have a perfect alignment for your case study. Visme utilizes an easy to use drag and drop design tool that helps you achieve proper alignment in your case study.
When we make intentional design decisions, we want to create a positive emotional experience for our audience. One of the best ways to do that is to make decisions that showcase your brand’s unique personality .
Is the case study you are creating like a well dressed business person who is serious, trustworthy and capable of doing a great job? Is it more like an extravert at a party bouncing from person to person lighting up the room?
There is no right answer, but you need to infuse your viewpoint into the case study you create if you want to create a unique design.
A professionally designed case study template will help you create a stunning case study. While reviewing some high level design strategies is an important step, a tool like Visme will help you make a real impact on your audience.
If you’re ready to create your next case study, get started with Visme today .
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Brian Nuckols is a writer working in Pittsburgh, Pennsylvania. He enjoys communicating visionary ideas in clear, action oriented language. When he’s not working on content for a transformative company you can find him analyzing dreams, creating music, and writing poetry.
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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.
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."
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Related reading:
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Hachem Ramki
Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.
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Applications for case study research, what is a good case study, process of case study design, benefits and limitations of case studies.
Case studies are essential to qualitative research , offering a lens through which researchers can investigate complex phenomena within their real-life contexts. This chapter explores the concept, purpose, applications, examples, and types of case studies and provides guidance on how to conduct case study research effectively.
Whereas quantitative methods look at phenomena at scale, case study research looks at a concept or phenomenon in considerable detail. While analyzing a single case can help understand one perspective regarding the object of research inquiry, analyzing multiple cases can help obtain a more holistic sense of the topic or issue. Let's provide a basic definition of a case study, then explore its characteristics and role in the qualitative research process.
A case study in qualitative research is a strategy of inquiry that involves an in-depth investigation of a phenomenon within its real-world context. It provides researchers with the opportunity to acquire an in-depth understanding of intricate details that might not be as apparent or accessible through other methods of research. The specific case or cases being studied can be a single person, group, or organization – demarcating what constitutes a relevant case worth studying depends on the researcher and their research question .
Among qualitative research methods , a case study relies on multiple sources of evidence, such as documents, artifacts, interviews , or observations , to present a complete and nuanced understanding of the phenomenon under investigation. The objective is to illuminate the readers' understanding of the phenomenon beyond its abstract statistical or theoretical explanations.
Case studies typically possess a number of distinct characteristics that set them apart from other research methods. These characteristics include a focus on holistic description and explanation, flexibility in the design and data collection methods, reliance on multiple sources of evidence, and emphasis on the context in which the phenomenon occurs.
Furthermore, case studies can often involve a longitudinal examination of the case, meaning they study the case over a period of time. These characteristics allow case studies to yield comprehensive, in-depth, and richly contextualized insights about the phenomenon of interest.
Case studies hold a unique position in the broader landscape of research methods aimed at theory development. They are instrumental when the primary research interest is to gain an intensive, detailed understanding of a phenomenon in its real-life context.
In addition, case studies can serve different purposes within research - they can be used for exploratory, descriptive, or explanatory purposes, depending on the research question and objectives. This flexibility and depth make case studies a valuable tool in the toolkit of qualitative researchers.
Remember, a well-conducted case study can offer a rich, insightful contribution to both academic and practical knowledge through theory development or theory verification, thus enhancing our understanding of complex phenomena in their real-world contexts.
Case study research aims for a more comprehensive understanding of phenomena, requiring various research methods to gather information for qualitative analysis . Ultimately, a case study can allow the researcher to gain insight into a particular object of inquiry and develop a theoretical framework relevant to the research inquiry.
Using case studies as a research strategy depends mainly on the nature of the research question and the researcher's access to the data.
Conducting case study research provides a level of detail and contextual richness that other research methods might not offer. They are beneficial when there's a need to understand complex social phenomena within their natural contexts.
Case studies can take on various roles depending on the research objectives. They can be exploratory when the research aims to discover new phenomena or define new research questions; they are descriptive when the objective is to depict a phenomenon within its context in a detailed manner; and they can be explanatory if the goal is to understand specific relationships within the studied context. Thus, the versatility of case studies allows researchers to approach their topic from different angles, offering multiple ways to uncover and interpret the data .
Case studies play a significant role in knowledge development across various disciplines. Analysis of cases provides an avenue for researchers to explore phenomena within their context based on the collected data.
This can result in the production of rich, practical insights that can be instrumental in both theory-building and practice. Case studies allow researchers to delve into the intricacies and complexities of real-life situations, uncovering insights that might otherwise remain hidden.
In qualitative research , a case study is not a one-size-fits-all approach. Depending on the nature of the research question and the specific objectives of the study, researchers might choose to use different types of case studies. These types differ in their focus, methodology, and the level of detail they provide about the phenomenon under investigation.
Understanding these types is crucial for selecting the most appropriate approach for your research project and effectively achieving your research goals. Let's briefly look at the main types of case studies.
Exploratory case studies are typically conducted to develop a theory or framework around an understudied phenomenon. They can also serve as a precursor to a larger-scale research project. Exploratory case studies are useful when a researcher wants to identify the key issues or questions which can spur more extensive study or be used to develop propositions for further research. These case studies are characterized by flexibility, allowing researchers to explore various aspects of a phenomenon as they emerge, which can also form the foundation for subsequent studies.
Descriptive case studies aim to provide a complete and accurate representation of a phenomenon or event within its context. These case studies are often based on an established theoretical framework, which guides how data is collected and analyzed. The researcher is concerned with describing the phenomenon in detail, as it occurs naturally, without trying to influence or manipulate it.
Explanatory case studies are focused on explanation - they seek to clarify how or why certain phenomena occur. Often used in complex, real-life situations, they can be particularly valuable in clarifying causal relationships among concepts and understanding the interplay between different factors within a specific context.
These three categories of case studies focus on the nature and purpose of the study. An intrinsic case study is conducted when a researcher has an inherent interest in the case itself. Instrumental case studies are employed when the case is used to provide insight into a particular issue or phenomenon. A collective case study, on the other hand, involves studying multiple cases simultaneously to investigate some general phenomena.
Each type of case study serves a different purpose and has its own strengths and challenges. The selection of the type should be guided by the research question and objectives, as well as the context and constraints of the research.
The flexibility, depth, and contextual richness offered by case studies make this approach an excellent research method for various fields of study. They enable researchers to investigate real-world phenomena within their specific contexts, capturing nuances that other research methods might miss. Across numerous fields, case studies provide valuable insights into complex issues.
Case studies provide a detailed understanding of the role and impact of information systems in different contexts. They offer a platform to explore how information systems are designed, implemented, and used and how they interact with various social, economic, and political factors. Case studies in this field often focus on examining the intricate relationship between technology, organizational processes, and user behavior, helping to uncover insights that can inform better system design and implementation.
Health research is another field where case studies are highly valuable. They offer a way to explore patient experiences, healthcare delivery processes, and the impact of various interventions in a real-world context.
Case studies can provide a deep understanding of a patient's journey, giving insights into the intricacies of disease progression, treatment effects, and the psychosocial aspects of health and illness.
Specifically within medical research, studies on asthma often employ case studies to explore the individual and environmental factors that influence asthma development, management, and outcomes. A case study can provide rich, detailed data about individual patients' experiences, from the triggers and symptoms they experience to the effectiveness of various management strategies. This can be crucial for developing patient-centered asthma care approaches.
Apart from the fields mentioned, case studies are also extensively used in business and management research, education research, and political sciences, among many others. They provide an opportunity to delve into the intricacies of real-world situations, allowing for a comprehensive understanding of various phenomena.
Case studies, with their depth and contextual focus, offer unique insights across these varied fields. They allow researchers to illuminate the complexities of real-life situations, contributing to both theory and practice.
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Understanding the key elements of case study design is crucial for conducting rigorous and impactful case study research. A well-structured design guides the researcher through the process, ensuring that the study is methodologically sound and its findings are reliable and valid. The main elements of case study design include the research question , propositions, units of analysis, and the logic linking the data to the propositions.
The research question is the foundation of any research study. A good research question guides the direction of the study and informs the selection of the case, the methods of collecting data, and the analysis techniques. A well-formulated research question in case study research is typically clear, focused, and complex enough to merit further detailed examination of the relevant case(s).
Propositions, though not necessary in every case study, provide a direction by stating what we might expect to find in the data collected. They guide how data is collected and analyzed by helping researchers focus on specific aspects of the case. They are particularly important in explanatory case studies, which seek to understand the relationships among concepts within the studied phenomenon.
The unit of analysis refers to the case, or the main entity or entities that are being analyzed in the study. In case study research, the unit of analysis can be an individual, a group, an organization, a decision, an event, or even a time period. It's crucial to clearly define the unit of analysis, as it shapes the qualitative data analysis process by allowing the researcher to analyze a particular case and synthesize analysis across multiple case studies to draw conclusions.
This refers to the inferential model that allows researchers to draw conclusions from the data. The researcher needs to ensure that there is a clear link between the data, the propositions (if any), and the conclusions drawn. This argumentation is what enables the researcher to make valid and credible inferences about the phenomenon under study.
Understanding and carefully considering these elements in the design phase of a case study can significantly enhance the quality of the research. It can help ensure that the study is methodologically sound and its findings contribute meaningful insights about the case.
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Conducting a case study involves several steps, from defining the research question and selecting the case to collecting and analyzing data . This section outlines these key stages, providing a practical guide on how to conduct case study research.
The first step in case study research is defining a clear, focused research question. This question should guide the entire research process, from case selection to analysis. It's crucial to ensure that the research question is suitable for a case study approach. Typically, such questions are exploratory or descriptive in nature and focus on understanding a phenomenon within its real-life context.
The selection of the case should be based on the research question and the objectives of the study. It involves choosing a unique example or a set of examples that provide rich, in-depth data about the phenomenon under investigation. After selecting the case, it's crucial to define it clearly, setting the boundaries of the case, including the time period and the specific context.
Previous research can help guide the case study design. When considering a case study, an example of a case could be taken from previous case study research and used to define cases in a new research inquiry. Considering recently published examples can help understand how to select and define cases effectively.
A case study protocol outlines the procedures and general rules to be followed during the case study. This includes the data collection methods to be used, the sources of data, and the procedures for analysis. Having a detailed case study protocol ensures consistency and reliability in the study.
The protocol should also consider how to work with the people involved in the research context to grant the research team access to collecting data. As mentioned in previous sections of this guide, establishing rapport is an essential component of qualitative research as it shapes the overall potential for collecting and analyzing data.
Gathering data in case study research often involves multiple sources of evidence, including documents, archival records, interviews, observations, and physical artifacts. This allows for a comprehensive understanding of the case. The process for gathering data should be systematic and carefully documented to ensure the reliability and validity of the study.
The next step is analyzing the data. This involves organizing the data , categorizing it into themes or patterns , and interpreting these patterns to answer the research question. The analysis might also involve comparing the findings with prior research or theoretical propositions.
The final step is writing the case study report . This should provide a detailed description of the case, the data, the analysis process, and the findings. The report should be clear, organized, and carefully written to ensure that the reader can understand the case and the conclusions drawn from it.
Each of these steps is crucial in ensuring that the case study research is rigorous, reliable, and provides valuable insights about the case.
The type, depth, and quality of data in your study can significantly influence the validity and utility of the study. In case study research, data is usually collected from multiple sources to provide a comprehensive and nuanced understanding of the case. This section will outline the various methods of collecting data used in case study research and discuss considerations for ensuring the quality of the data.
Interviews are a common method of gathering data in case study research. They can provide rich, in-depth data about the perspectives, experiences, and interpretations of the individuals involved in the case. Interviews can be structured , semi-structured , or unstructured , depending on the research question and the degree of flexibility needed.
Observations involve the researcher observing the case in its natural setting, providing first-hand information about the case and its context. Observations can provide data that might not be revealed in interviews or documents, such as non-verbal cues or contextual information.
Documents and archival records provide a valuable source of data in case study research. They can include reports, letters, memos, meeting minutes, email correspondence, and various public and private documents related to the case.
These records can provide historical context, corroborate evidence from other sources, and offer insights into the case that might not be apparent from interviews or observations.
Physical artifacts refer to any physical evidence related to the case, such as tools, products, or physical environments. These artifacts can provide tangible insights into the case, complementing the data gathered from other sources.
Determining the quality of data in case study research requires careful planning and execution. It's crucial to ensure that the data is reliable, accurate, and relevant to the research question. This involves selecting appropriate methods of collecting data, properly training interviewers or observers, and systematically recording and storing the data. It also includes considering ethical issues related to collecting and handling data, such as obtaining informed consent and ensuring the privacy and confidentiality of the participants.
Analyzing case study research involves making sense of the rich, detailed data to answer the research question. This process can be challenging due to the volume and complexity of case study data. However, a systematic and rigorous approach to analysis can ensure that the findings are credible and meaningful. This section outlines the main steps and considerations in analyzing data in case study research.
The first step in the analysis is organizing the data. This involves sorting the data into manageable sections, often according to the data source or the theme. This step can also involve transcribing interviews, digitizing physical artifacts, or organizing observational data.
Once the data is organized, the next step is to categorize or code the data. This involves identifying common themes, patterns, or concepts in the data and assigning codes to relevant data segments. Coding can be done manually or with the help of software tools, and in either case, qualitative analysis software can greatly facilitate the entire coding process. Coding helps to reduce the data to a set of themes or categories that can be more easily analyzed.
After coding the data, the researcher looks for patterns or themes in the coded data. This involves comparing and contrasting the codes and looking for relationships or patterns among them. The identified patterns and themes should help answer the research question.
Once patterns and themes have been identified, the next step is to interpret these findings. This involves explaining what the patterns or themes mean in the context of the research question and the case. This interpretation should be grounded in the data, but it can also involve drawing on theoretical concepts or prior research.
The last step in the analysis is verification. This involves checking the accuracy and consistency of the analysis process and confirming that the findings are supported by the data. This can involve re-checking the original data, checking the consistency of codes, or seeking feedback from research participants or peers.
Like any research method , case study research has its strengths and limitations. Researchers must be aware of these, as they can influence the design, conduct, and interpretation of the study.
Understanding the strengths and limitations of case study research can also guide researchers in deciding whether this approach is suitable for their research question . This section outlines some of the key strengths and limitations of case study research.
Benefits include the following:
On the other hand, researchers should consider the following limitations:
Being aware of these strengths and limitations can help researchers design and conduct case study research effectively and interpret and report the findings appropriately.
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If you’re leading your team through big changes, this episode is for you.
In early 2015, Microsoft’s senior leaders were facing a set of difficult decisions. The firm had been struggling to innovate and grow as fast as its competitors. Now they were considering new opportunities that would yield higher growth but lower margins — like shifting away from perpetual licensing to focus on subscription sales.
Harvard Business School professor Fritz Foley studied this period of transformative change at Microsoft for a business case study he wrote. In this episode, he shares how Microsoft’s leaders analyzed different options and worked to get both investors and employees on board with new ideas about growth. He also explains how the company’s risk-averse culture evolved in order to execute such a huge transformation.
Key episode topics include: strategy, growth strategy, business models, corporate governance.
HBR On Strategy curates the best case studies and conversations with the world’s top business and management experts, to help you unlock new ways of doing business. New episodes every week.
HANNAH BATES: Welcome to HBR On Strategy , case studies and conversations with the world’s top business and management experts, hand selected to help you unlock new ways of doing business.
In early 2015, Microsoft’s senior leadership team was facing a set of difficult decisions. The firm had been struggling to innovate and grow as fast as its competitors. Now, they were considering new opportunities that would yield higher growth, but lower margins like shifting away from perpetual licensing to focus on subscription sales.
Today, we bring you a conversation with Harvard Business School professor Fritz Foley, who studied this period of transformative change at Microsoft for a business case study he wrote. In this episode, you’ll get a window into how Microsoft’s leaders analyzed different options and got both investors and employees on board with a different idea of growth. You’ll also learn how the company’s risk-averse culture had to evolve in order to execute such a huge transformation.
This episode originally aired on Cold Call in July 2018. Here it is.
BRIAN KENNY: Electronics enthusiasts in the 1970s looked forward to it every year: the January issue of Popular Electronics . That is because that issue was known for featuring the coolest up-and-coming products in the world of electronics. And when the January 1975 issue hit newsstands, it did not disappoint. The cover was adorned with the first available image of the Altair 8,800, the world’s first mini-computer kit. It may not have been the shot heard around the world, but many say that it was the spark that ignited the home computer revolution. That very magazine inspired a young Paul Allen and Bill Gates to turn their passion for computers into a business that subsequently became an empire.
Today, Microsoft Corporation is the third most valuable company in the world and the world’s largest software company. But after four decades of buffeting the headwinds of the very industry it helped to create, Microsoft is at a turning point and the way forward is not entirely clear. Today we’ll hear from Professor Fritz Foley about his case entitled “The Transformation of Microsoft.” I’m your host, Brian Kenny, and you’re listening to Cold Call .
SPEAKER 1: So, we’re all sitting there in the classroom.
SPEAKER 2: Professor walks in.
SPEAKER 3: And they look up and you know it’s coming. The dreaded cold call.
BRIAN KENNY: Professor Fritz Foley’s Research focuses on corporate finance. He’s an expert on investment capital structure, working capital management, and a range of related topics, all of which probably factor into the case today. Fritz, thanks for joining us.
FRITZ FOLEY: Thanks so much for having me.
BRIAN KENNY: So, everybody pretty much knows who Microsoft is, and I think people will be really interested in getting a glimpse into where they were at this turning point in the company’s history. Still a very, very important company in the landscape of the technology industry and beyond. So, I think people will relate right away to this, but let me ask you, if you could start just by setting the stage for us. How does the case begin? Who’s the protagonist and what’s on her mind?
FRITZ FOLEY: Yeah, so the protagonist is Amy Hood, who is Microsoft’s CFO. She also was a student here at HBS at the time that I was in the PhD program. So, I’ve known her for some time and she’s facing a set of choices that really revolve around whether or not Microsoft should try to pursue increased margin or increased growth.
BRIAN KENNY: Okay. What prompted you to write the case? Your connection with Amy obviously is part of that, but why Microsoft and why now?
FRITZ FOLEY: I think I have been struck by the transformation that they are in the midst of. This is a company that… I mean, it’s hard to remember this. In the early two thousands, the stock price was stuck in the 20 to $30 a share range. And there was a group of people who were calling for the firm to be managed essentially for cash distributions and for increased margins. And then there were some growth opportunities that the company faced simultaneously. So, there was a real choice as to what direction to head. And I think this is a compelling choice that many other companies face. So, it’s a powerful example for me to highlight in course I teach about chief financial officers.
BRIAN KENNY: Microsoft was the first player on this stage really, but then Apple came along and I think many people look at these two as fierce competitors. But can you just talk about the difference between these two companies in terms of how they manage their financial strategy?
FRITZ FOLEY: Yeah, I can say a bit about that. So, at one level, they certainly are similar. They’re in tech space and in fact, many things that Microsoft was attracted to phones in particular, is something that Apple has excelled at. And I think that at the time of the case, they were quite different in the eyes of investors, I would say. I would say that investors still viewed Apple as having a lot of a growth emphasis of a commitment to innovating new products and solving problems that people weren’t even sure they had. Whereas Microsoft was the older, more established tech firm that I think, in the eyes of some, had become not a relic of the past, but less relevant when thinking about future innovations. And in some sense, the cases about how Microsoft tried to shed that view and become a relevant growth-oriented entity again.
BRIAN KENNY: And they’d certainly been criticized over the decades for not moving quickly enough to innovate and getting caught up in their own. And you think about IBM maybe as a company that faced similar criticisms getting caught up in just their size and the bureaucracy of the place. What did Microsoft’s business look like in 2012? Because that seemed to be the beginning of the turning point?
FRITZ FOLEY: Yeah. I mean, it was one where there was varying performance across divisions. There was interest by value activist investors given the large cash holdings that the firm had. Obviously, their market share when it came to the office suite of products and windows, those were quite high. And they were obviously very successful in continuing to provide versions of that to a whole variety of users. They had emerging cloud business, but it wasn’t clear that they would win in that space and had really struggled in other spaces.
In search, Bing never got traction relative to Google. In phones, they were really struggling in 2012 right before they tried to make more headway in phones by buying Nokia, which also subsequently didn’t work out as well as they had hoped. So, I think along a series of dimensions, they were really trying to get some traction, trying to get footing in new spaces. And there were a group of investors that actually felt like that wasn’t what they should do. That they should just focus on Office, focus on Windows, enjoy the high margins that came with their on-premises server and tool business offerings. So, they faced some really hard choices.
BRIAN KENNY: And they were also, in terms of just the organization itself up against some issues, what were some of the things they were encountering culturally at the time?
FRITZ FOLEY: Yeah. I mean, it’s a fascinating story from a cultural standpoint. It was an environment where there were high returns to showing that you were the smartest person in the room. Some of the stories that I have heard are a little jarring. I am not sure I would’ve survived in this environment. There were these very long mid-year reviews that took place and were incredibly demanding. It was an environment that was beginning to really emphasize the desire to be efficient, to be right, and in fairness to them, and Microsoft was coming from a culture or their culture came from a place where they were selling a product that couldn’t really fail. People had very high expectations for the performance of everything Microsoft provided them. And unlike today where there’s more room to update things through online updates, a lot of the software, it shipped and it had to be close to perfect when it shipped.
BRIAN KENNY: Actually, I can remember a time when the launch of a new Windows system was similar to the launch of a new iPhone. People were really excited to get the new system, but inevitably there were bugs and those were highly publicized, and so they fell under a lot of criticism. They were really operating under a microscope for a long time.
FRITZ FOLEY: For sure. And we’re keenly aware that time to fail in their products, which is a measure of how long it took for some product or process to break down, had to be very long. Otherwise, they would meet with a lot of customer dissatisfaction.
BRIAN KENNY: Yeah. Okay. So, let’s move into the transformation phase for them. What was the fundamental shift they made in terms of changing or restructuring the organization?
FRITZ FOLEY: In my view, I think that they did a variety of things to adopt more of a growth orientation. And some of this dealt with their metrics. Some of it dealt with very explicit changes to the culture, and I think some of it also dealt with a realization that pursuing growth would enhance value much more than trying to increase margins and have large dividend payouts or larger dividend payouts to shareholders. So this was, I would say in the 2012, 2013 timeframe, we began to see pieces of this. And they also faced significant managerial changes at that time. That’s when Steve Ballmer retired and they needed to pick a new CEO and could have gone a variety of directions there. And by picking Satya Nadella, effectively we’re committing to more of a growth path.
BRIAN KENNY: Can you think of an example of a company that chose the margins path? And I mean, these are both potentially successful choices, but I would guess.
FRITZ FOLEY: For sure. And it’s a very hard trade-off to make. In teaching my MBA students and executive education students I’m always struck, when I ask them, “Would you sacrifice some margin for growth,” how hard that question can be and how many people don’t have much intuition for it. So, other companies did go the margin route.
BRIAN KENNY: Yeah. Is it a situation where the margin choice is one that’s probably more comfortable and the returns are going to come sooner and the growth choice is a little riskier, and for a risk-averse culture probably harder to implement and you’re betting on the future? Is that fundamentally what the choice is?
FRITZ FOLEY: Yeah. I think that’s a really good way of putting it. Many people find it easier to see the benefits that come with cutting costs and looking for efficiencies and worry that what may come with growth could be elusive. And in some regards, I have heard senior finance managers say that they had to earn the permission to go after growth. They have to get the buy-in from a group of investors who feel as if the senior leadership team has credibility in pursuing growth.
BRIAN KENNY: So, here we have Microsoft, an enormous company, 130,000 or so employees, something like that, large by any measure about to pursue an option that is in many ways counter to the culture of the organization. How do you do that? How do you cascade this kind of a change through an organization of that size?
FRITZ FOLEY: On the cultural side, one thing that they did was very explicitly dropped a growth mindset culture. And Satya Nadella writes about this in his recent book, Refresh. The story is, for me, very compelling. It’s incredibly hard to get any organization to change its culture. Whenever I’ve been a part of an organization that tried to engage in a cultural shift, whatever the tagline was, quickly became the punchline for a set of office jokes.
BRIAN KENNY: I’ve been on the other side of that. I’m the guy who writes the punchlines most often.
FRITZ FOLEY: Yeah. So, you know how hard this is. And I think that they were very wise in picking Kathleen Hogan who had led one of the divisions of Microsoft to head up the charge to describe and roll out this cultural change. They brought senior leaders on board, and ultimately, I think there was a lot of demand for it that many people who were working at Microsoft were innovative engineers and a very creative set of employees who wanted to pursue growth. And when given the choice to move away from review processes and given the opportunity to go to meetings where they didn’t feel like they had to be exactly right in making a point, but could stimulate the beginning of a discussion set of ideas that could lead to something that was new, people embraced that.
BRIAN KENNY: And here we are in the age of the millennial worker. Millennials don’t want to work for the old Microsoft for sure. And Microsoft is competing with the likes of Google and Apple and other firms that are definitely perceived as open and innovative, and they want people with energy and ideas. So, they have to adopt that same personality, I guess.
FRITZ FOLEY: Yeah, I agree with that. I think there’s a new buzz about Microsoft, at least among my students, they’re much more intrigued by what it would mean to work there and what opportunities exist to do some things that would be truly novel and have a big impact on how people get work done.
BRIAN KENNY: So, let’s go back to our protagonists. Amy Hood in the case actually delves into her mindset a little bit. She’s getting ready to communicate these changes to the financial community. What are the kinds of things a CFO would have to think about? Because I can imagine the financial probably is more comfortable with the margin choice than the growth choice
FRITZ FOLEY: Yeah, for sure. It’s fun for me to imagine her faced with this choice really of, okay, I can go this path of growth, but if I do this, I am going to have to go to my investors and say, our margins are going to go down for some period of time, and you’re not going to like that. But there’s going to be some upside and it will take some time for that upside to show up. So, I think she needed to find ways to communicate or signal what that upside would be and how big it might be to the investors so that she wouldn’t lose credibility with them and would have the permission essentially to pursue growth.
BRIAN KENNY: Yeah. Now we hear it all the time about the emphasis on the short-term, short-termism in the financial community, and people want returns and they want them right away. In your experience, are you seeing a shift in the financial community, or are the analysts getting a little more comfortable with this notion of you can’t always go for the margins, you’ve got to find some sustainable growth in the long term?
FRITZ FOLEY: Yeah. It’s a great question. It’s one that troubles me or is something I think about our financial system generally. I happen to be probably more optimistic relative to many when it comes to how short-term-oriented, or really how financial markets aren’t as, as some might worry, or that concern about short-termism doesn’t resonate as much with me. I do think there is a big burden on senior finance teams to explain how value is created by thinking long-term and embracing growth opportunities. And in some sense, when I look at what Amy has been doing at Microsoft, I applaud her and her team for taking on that challenge. They quite explicitly set a target of a $20 billion run rate for their commercial cloud business, and once analysts had that number, they could begin to build off of it and get a feel for how much value could be created if Microsoft succeeded at pulling this off.
So, by having the courage to commit to that path and help analysts understand what the path meant, I think that they have been effective in pursuing it. More generally, I do worry that there are some analysts that simply take an earnings-per-share number and apply some current multiple and don’t think much about what the future will look like. I am hopeful that finance teams and organizations will play a role in educating analysts as to how they should think about the future, when growth opportunities do exist and are attractive.
BRIAN KENNY: Yeah. You mentioned earlier that you’ve talked about this in class, and I’m just curious, do the MBA students come at this differently than the executive education students who have been in fiduciary roles and organizations already?
FRITZ FOLEY: Yeah. That’s an interesting question. Let me reflect on that for a moment. I think the approach is fairly similar. I would say that some MBA students are probably less aware of the constraints that capital markets may put on senior management teams to pursue growth. They’re less aware of what an activist who wants cash now might push management to do, whereas executive education students tend to be keenly aware of those pressures. If anything, I find that MBA students, it’s a little bit harder for them to articulate what is the case for pursuing margin for Microsoft in 2012, 2013. Many executive education students are quick to come up with lists of things that could be done strategically financially in picking leadership.
BRIAN KENNY: Yeah, it’s interesting. And anybody who’s worked in an organization for any period of time, going back to that whole notion of how hard it is to change a culture, it’s pretty easy to think of reasons why not to pursue that path. So, I thought maybe some of the exec ed students might come at with those constraints already wrapped around themselves.
FRITZ FOLEY: Yeah, I agree.
BRIAN KENNY: Yeah. Fritz, thanks for joining us today.
FRITZ FOLEY: Thanks very much for having me.
HANNAH BATES: That was Harvard Business School Professor Fritz Foley in conversation with Brian Kenny on Cold Call . We’ll be back next Wednesday with another handpicked conversation about business strategy from Harvard Business Review.
If you found this episode helpful, share it with your friends and colleagues and follow our show on Apple Podcasts, Spotify, or wherever you get your podcasts. While you’re there, be sure to leave us a review. And when you’re ready for more podcasts, articles, case studies, books, and videos with the world’s top business and management experts, find it all at HBR.org.
This episode was produced by Ann Saini and me, Hannah Bates. Ian Fox is our editor. Special thanks to Maureen Hoch, Adi Ignatius, Erica Truxler, Ramsey Khabbaz, Nicole Smith, Anne Bartholomew, and you, our listener. See you next week.
This article is about growth strategy.
Photography by Edward Bishop
Adaptavate is a world leader in developing and industrialising low-carbon and carbon-negative construction materials. In this case study we highlight the use of Breathaplasta Universal in Sustainable Workspaces, Europe’s leading hub for sustainable companies.
This project serves as a demonstrator for sustainable materials and methods in commercial retrofitting, merging sustainability and functionality in modern workspace design. Material Works conducted a carbon calculation, revealing a saving of 1,150tn compared to typical fit-outs. The adoption of Breathaplasta , a natural lime-based plaster, contributes to enhanced air quality and reduced carbon footprint.
Image from Adaptavate
A rare chance to transform a landmark historical structure into an inspiring new home for a community of up-and-coming climate tech companies was presented by Sustainable Workspaces at County Hall.
By using a low impact design philosophy that minimises embodied energy, the design served as a testing ground for cutting edge materials and methods that offer an alternative approach for workstation retrofit.
Sustainable Workspaces is a branch of Sustainable Ventures – a full service ecosystem for sustainable start-ups that provides investment, community, innovation and workspace. Having out-grown their previous location, Sustainable Ventures acquired 3,600 sqm within part of the 5th floor of County Hall – a grade II* listed building and former home of the Greater London Council. Material Works were commissioned to work up designs that articulated the space through a series of interventions to enable the new use. These included the creation of private offices, event spaces, innovation labs, cafés and break-out areas. The existing space had been untouched since the Greater London Council vacated in the 1980s, providing a unique context of historic finishes as the backdrop for the new works.
Comparing the design choices to a standard workplace fit-out, embodied carbon was drastically reduced. In comparison to a normal office fit-out, Material Works’ carbon calculation for the works indicates a total save of 1,150 tonnes of carbon.
Five guiding principles were considered during the design process:
Let’s dig deeper into each.
At the start of the design process, existing fabric and fittings that might be reused were identified, and plans were then created around retaining as much of these as possible. Only damaged portions needed to be repaired, and the finished product celebrated the “as found” character rather than seeking for a uniform appearance. There was a significant decrease in the amount of materials used and the embodied energy as a result of challenging the notion of what defines a finished surface. The existing flooring, plaster, doors, and windows were also retained, with new décor restricted to high-traffic areas and parts that were expected to wear out.
Only those additions to the area that are necessary for its intended purpose and occupants’ comfort are considered new structures and interventions. Partition walls and joinery were designed using durable materials and arranged into modular, demountable systems to provide lifespan and decrease waste at the end of use. This facilitates the easy adaptation, relocation, and complete disassembly of components into reusable base materials. As part of a long-term collaboration with Sustainable Workspaces to develop a fully demountable system, U-build produced modular furniture and partitions. The ply-wood design has minimal mechanical fittings and can easily be re-configured to different layouts, moved to new locations or completely disassembled into reusable timber. A large portion of the wall modules used at County Hall were successfully de-mounted and moved from Sustainable Workspace’s previous home on a lower floor, with adaptations and reconfigurations ongoing to meet the changing requirements of occupiers.
Throughout the space, reclaimed fittings and furniture were sourced either from site demolition or external reclamation yards. These included reclaimed WCs and cisterns, light fittings, doors and furniture.
When new materials were needed, they were selected to minimise the significant carbon output that comes with using conventional building materials. Focus was given to materials that utilise agricultural or industrial by-products, exploit existing waste streams or are derived from carbon sequestering forestry. Examples include joinery finishes created from waste coffee and vegetables, carpentry using composite boards formed from agricultural waste, cork flooring, mycelium acoustic baffles, and a countertop formed from reclaimed building rubble. Degradable bonding agents and processes received more attention in order to guarantee that particular materials might be readily recycled after usage.
Wherever possible natural materials have been chosen that are biodegradable and free from toxins and VOCs that can cause health issues. The use of natural lime plasters and lime based paints improves air quality as well as significantly reducing the project’s carbon footprint due to their low energy production methods. Accompanying this is the inclusion of extensive integrated planting that further benefits air quality and psychological well-being.
2050 Materials partnered up with Adaptavate to encourage carbon change in the construction industry and help support the preservation of our planet.
Discover the full properties of Breathaplasta Universal on app.2050-materials.com here and reach out to us on [email protected] for more information.
Adaptavate – Case Study, Sustainable Workspaces
2050 Materials – Breathaplasta Universal
The goal of the Howard Building Science project is to showcase Structural Insulation Panel Systems optimized single-family production homes and help the industry better understand market growth opportunities that align well with climate targets.
Natural Building Systems was commissioned to design and manufacture the wall and roof elements for a new building for the Green Light Trust (GLT) in an under-used car park adjoining woodland near Martlesham, owned by Suffolk County Council.
Quinn Evans - Washington DC uses Gilasi Glass stone which includes a high percentage of recycled content, aligning with LEED's Material Ingredient Credit.
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July 3rd, 2024 0 1
Today we’re thrilled to feature the preezie team on the Semantic Kernel blog. The preezie team will discuss their AI journey, how they’ve integrated the Semantic Kernel SDK to build out their AI solutions and advice they’d give to other customers getting started on their AI journeys. We’ve broken each question for the preezie team into short interview clips below. Let’s dive into the questions we have for the preezie team!
The below video series will feature the following individuals:
preezie’s journey into AI started through a collaboration opportunity with Microsoft. Michael Tutek, highlighted that their engagement began when preezie was invited to the Retail Research Hub in Sydney, where they were captivated by AI and technological advancements being integrated into retail. This encounter spurred preezie to adopt elements of Generative AI technology, supported by Microsoft’s robust technical and commercial resources. The partnership has advanced as preezie’s Head of Technology, Danny Wang, spearheaded their exploration into AI about a year ago, when they visited the Microsoft Retail Research Center. Danny also noted how fast AI has evolved in the past year. preezie’s involvement with AI continued by attending Microsoft Build Australia, where they learned more about Copilot and its possibilities.
https://learn.microsoft.com/video/media/bdfde117-7e6c-4a72-8edd-3f6ad3aab3e3/Prezzie%201b%20Your%20AI%20Journey_17199_1920x1080_AACAudio_6775.mp4
preezie’s vision for AI is to create a next generation shopping assistant while utilizing Microsoft. They are building out a shopping assistant that aims to bridge the gap between in-store and online shopping by recommending products, answering customer questions, providing advice and providing sizing recommendations to enhance online shopping and provide an experience traditionally found in physical stores.
https://learn.microsoft.com/video/media/5dbe49f3-9193-4e62-b047-fc7e863f9b48/Prezzie%202%20-%20what%20are%20you%20buildin_1920x1080_AACAudio_6793.mp4
Danny Wang highlighted that Semantic Kernel has been instrumental and helped preezie keep up with all of the new AI models and practices. Semantic Kernel ensures that their project remains up to date with the latest advancements in AI technology. They’ve also found tremendous value from the development community and getting responds promptly to queries posted on platforms like GitHub, providing valuable feedback and enhancing their development process. Danilo Santos da Silva highlighted how Semantic Kernel has simplified the development process and allowed the team to write minimal code to obtain results. Semantic Kernel has simplified the complexity of connecting to AI Models, plugins and agents.
https://learn.microsoft.com/video/media/75132bb8-d778-4613-abf5-0c2ca4b33df1/Prezzie%20Ai%203b%20AI%20with%20Semantic%20K_1920x1080_AACAudio_6793.mp4
The preezie team highlighted the complexity of AI and how fast it’s changed as they’ve looked to implement it within their organization. Danny Wang highlighted the lack of knowledge in the beginning and how the team’s assumptions about AI didn’t align with the application of it as this was a solution the team had never worked on before. The constant evolution of models being released made it difficult to keep up. The team faces the daunting task of adapting their processes and codebases to stay current. This necessitates a flexible approach where previous solutions might become obsolete or need substantial modification. Danilo Santos da Silva highlighted timeboxing his experimental time to download new project and see if he could get it working to implement in their project. Brandon McLean highlighted how Semantic Kernel was the solution to the knowledge gap as it provided a framework to drop in and only provide a few inputs to get responses back and prompts working and was great to dive into.
https://learn.microsoft.com/video/media/7409afcb-8f76-430d-8b05-7237835daff5/Prezzie%203a_1720017360247_1920x1080_AACAudio_6819.mp4
Brandon McLean highlights staying on top of AI learnings as it’s a hot topic, with Microsoft offering excellent tutorials and examples that facilitate getting started. Danilo Santos da Silva highlighted how he was skeptical at first but quickly realized AI’s capability to handle complexity and deliver results efficiently was limited compared to often traditional programming methods. Vic Perdana recommended to start small with experimenting and understand use cases of AI that are applicable to you and then you can implement it for your business.
https://learn.microsoft.com/video/media/9017dbab-7d66-4232-82ee-67c2fde06c9e/Prezzie%204_1720027926010_1920x1080_AACAudio_6788.mp4
For more information about preezie, visit the following links below:
From the Semantic Kernel team, we want to thank the entire preezie team for their time. We’re always interested in hearing from you. If you have feedback, questions or want to discuss further, feel free to reach out to us and the community on the Semantic Kernel GitHub Discussion Channel ! We would also love your support, if you’ve enjoyed using Semantic Kernel, give us a star on GitHub .
Thanks again to the preezie team for their amazing work and partnership!
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IOE - Faculty of Education and Society
8 July 2024
The Making Spaces project, based at UCL, has launched a set of new, free resources for the makerspace and informal STEM education sector, as part of a four-year international research and development collaboration.
The UCL-led Making Spaces project worked with practitioners and young people from makerspaces in five countries to identify, develop and share equitable approaches that can support diverse young people to engage meaningfully with STEM (science, technology, engineering and mathematics).
Makerspaces are collaborative facilities where people can work together to create or invent projects. They are exciting places with huge potential to support STEM-rich innovation and foster the skills needed to address key societal challenges. However, relatively few makerspaces work in sustained ways with young people from under-represented and marginalised communities. This is a lost opportunity, because equitable and inclusive makerspaces can benefit everyone.
The 3-STEP (3 Steps Towards Equitable Practice) Approach helps informal STEM learning practitioners to make equity a reality. It builds on extensive research and development work, conducted over four years with makerspaces from five countries, in which makerspace practitioners, youth co-researchers and UCL academics worked together to co-produce the new approach and resources.
The 3-STEP Guidebook builds understanding of the issues and explains the three steps (Prepare-Do-Evaluate) that practitioners can take to develop more equitable and inclusive practice, providing practical case studies and exercises to help practitioners to put the ideas into practice. The team have also launched a free, online, professional development course to help enhance understanding and application of equitable practice.
Over four years, the team iteratively developed and trialled the approach, collecting extensive qualitative and quantitative data to understand its impact on youth and makerspace practitioner outcomes. Pre- and post- data showed positive outcomes for all involved, with practitioners, organisations and most importantly – young people all reporting significant benefits as a result of participating in programmes that used the approach.
For example, 93% of young people reported increased confidence in their job skills and felt more prepared for their future, whilst 96% of practitioners felt more confident to design equitable youth programmes.
At an organisational level, 83% of practitioners reported that their makerspaces had improved the inclusion of diverse staff and 72% reported an increase in the number of diverse young participants taking part in their courses and programmes.
The new 3-STEP resources were launched in London on 18 June 2024, at an event attended by key figures across the makerspace and STEM sector.
The team are hosting a free webinar on 25 July 2024 - Making a difference: the 3-STEP approach for equitable makerspaces - which will provide practical tips on how to best utilise the resources, plus a Q&A with the research team.
Top: The Making Spaces project team at the 18 June 2024 launch event.
Bottom: The 3-STEP approach poster resource at the launch event.
Both photos by Yolanda Hadjidemetriou.
Related events, related case studies, related research projects, press and media enquiries.
UCL Media Relations +44 (0)7747 565 056
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Today we're thrilled to feature the preezie team on the Semantic Kernel blog. The preezie team will discuss their AI journey, how they've integrated the Semantic Kernel SDK to build out their AI solutions and advice they'd give to other customers getting started on their AI journeys.
The Making Spaces project, based at UCL, has launched a set of new, free resources for the makerspace and informal STEM education sector, as part of a four-year international research and development collaboration.