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Case Study

by Mara Calvello
A case study is an in-depth evaluation of a group, person, or event. Discover types, basic elements, best practices, and the industries using case studies.

What is a case study?

A case study is a detailed analysis or report that examines a specific project, initiative, or problem-solving scenario to showcase its success, challenges, and lessons learned. It typically includes background information, methodologies, results, and insights gained from real-world experiences. Case studies are commonly used in various fields, including business, academia, and research, to illustrate best practices, inform decision-making, and provide valuable insights to professionals or stakeholders facing similar challenges.

Related Glossary Terms

Mara Calvello
MC

Mara Calvello

Mara Calvello is a Content and Communications Manager at G2. She received her Bachelor of Arts degree from Elmhurst College (now Elmhurst University). Mara writes content highlighting G2 newsroom events and customer marketing case studies, while also focusing on social media and communications for G2. She previously wrote content to support our G2 Tea newsletter, as well as categories on artificial intelligence, natural language understanding (NLU), AI code generation, synthetic data, and more. In her spare time, she's out exploring with her rescue dog Zeke or enjoying a good book.

Case Study Software

This list shows the top software that mention case study most on G2.

Case Study Buddy is a specialized team that helps B2B clients capture, share, and scale their customer storytelling by taking care of the process from end to end. We help brands create a full campaign's worth of content from one solid customer interview, including written case studies in multiple written formats (longform, one-sheets, slide decks, social media collateral) as well as video testimonials (both remote and on-location).

SuccessKit helps B2B Sales & Marketing teams to generate & deliver the content that Sales Reps need in order to be successful.

Corporate Finance Institute (CFI) is the practical learning and development resource for finance and banking professionals at every level, giving them real-world skills and tools they need to excel in today’s ever-changing corporate finance world.

Influitive helps B2B marketers capture customer enthusiasm and use it to turbocharge marketing and sales efforts.

Behance is a platform for creative professionals across all industries. Members create multi-media portfolios that showcase their work within the Network, as well as throughout partner sites and organizations, and the industry-specific Served Sites.

UiPath enables business users with no coding skills to design and run robotic process automation

SISTRIX toolbox is an SEO tool for professionals helping reputable companies to constantly improve their websites.

SurveyMonkey is a leading survey and feedback management solution, trusted by millions of users across more than 300,000 organizations around the world. SurveyMonkey and its AI-powered tools empower organizations of all sizes to deliver world-class experiences for their employees, customers, and stakeholders.

Asana is a leading work management platform for human + AI coordination. Over 170,000 customers like Accenture, Amazon, Anthropic, Morningstar, and Suzuki rely on Asana to align teams and accelerate organizational impact. Whether it's managing strategic initiatives, cross-functional programs, or company-wide goals, Asana helps organizations bring clarity to complexity—turning plans into action with AI working alongside teams every step of the way.

Miro is an Innovation Workspace built to accelerate product development from insight to execution. Designed for teams operating in fast-moving, cross-functional environments, Miro brings together research, planning, prototyping, and strategy into one visual, collaborative space. Miro supports every phase of the product development lifecycle — from early discovery and journey mapping to sprint planning, design reviews, and scaled Agile workshops. And with AI features like clustering, summarization, and Sidekicks embedded directly into the canvas, teams can synthesize feedback, generate product briefs, and align on roadmaps in a fraction of the time. Two-way Jira integration and customizable Agile templates make it easy to manage end-to-end workflows, while supporting rituals like sprint planning, daily standups, and retrospectives. Whether you’re mapping product strategy or testing early prototypes, Miro helps teams collapse planning steps and drive innovation faster — all within a secure, flexible workspace.

Seismic’s leading sales enablement solution allows marketing teams to personalize content at scale and equips large sales teams with the right content for every interaction, dramatically improving time spent selling and win rates.

Frustrated with how expensive and time-consuming it is to feature customer testimonials and stories on video? Here are our most common full-service packages with pricing.

Marketing automation software to help you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns at scale — all on one powerful, easy-to-use CRM platform.

Kaddi equips your sales team with what they need to maximise every step in the sales process. Kaddi is trained on your sales process and your deals so it is able to create buyer ready assets that move deals forwards.

Product Marketing Alliance is the largest global collective of product marketing managers committed to driving demand, adoption and the overall success of their products.

Collect Data, Leads And Customer Feedback , With Easy-To-Use Online Forms. Create your own form or choose from our library of more than 175+ form templates, Customize them to collect exactly the data needed. Share your forms and analyze reports in one click. 180+ Pre-designed Industry-Specific Form Templates Each industry necessitates different forms depending on your use cases. We designed forms for each industry's use cases and created industry-specific form templates that are so simple to use that you don't have to do anything but fill them out. Choose from over 180+ pre-designed forms, modify the questions, and get started. Customize Themes Matching your Brand Theme library with hundreds of premade themes or you can create your own themes using your brand colors, editing the font, or adding background images. Once you're happy with the designs, save it as your new theme and use them for future brand surveys and questionnaires. Smart Surveys - Skip Logics Conditional logic allows you to ask the relevant follow-up questions while ignoring the rest. For example, there is a set of questions for dog lovers and cat lovers, and if the respondent selects that he loves dogs, only questions about dogs will be displayed, while questions about cats will be eliminated Share Surveys Seamlessly Easily generate forms and surveys and share them effortlessly you can easily embed them on your site as a popup or inline or by simply sharing the link on your social media.

Turn your PDFs into interactive visual experiences.

Uberflip is a platform for marketers to create, manage and optimize content experiences, so that content can be fully leveraged by all company stakeholders at every stage of the buyer journey.

Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.

At Skrapp.io, we've rolled up our sleeves to simplify and streamline the prospecting game for businesses. We're covering all aspects of B2B prospecting so that your pipeline-building efforts start (and progress) in the right direction, with relevant and verified prospect data at hand 🙌.