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Outline and Questions for Case Study Research

Canright Communication’s comprehensive Case Study Research questionnaire and outline gives a framework for researching product and service case studies that interest and educate. Most case studies do not need this much detail, but the more you have the better you can show how your product or solution helps clients achieve their business goals.

These are the typical sections included in a good case study:

Background

  • Client’s name.
  • Purpose and mission of organization.
  • What is the essence of the solution?
  • How does the company stand out in its market?
  • What makes it unique or interesting?
  • Annual revenue.
  • Publicly traded / private / not-for-profit / government / individual.
  • Locations.

Challenges

  • What problem was the client trying to solve?
  • What were its goals for the program?
  • What Product-Service elements did you use?

Solutions

  • What did Product-Service do?
  • How did you use the Product-Service?
  • How did implementation work? What was required from you and what did your client do?
  • What problems did Product-Service overcome?
  • What was the process and time to implement solutions and bring online?

Costs

  • How much did the solution cost?
  • What components go into determining solution cost?
  • What cost options did the client consider?
  • How did the client justify the cost?

Benefits

  • What benefits did Product-Service in general and Product-Service in particular offer?
  • How much were cost reduced?
  • What process efficiencies resulted?
  • How much did the solution save?
  • How easy was it to use the services?

Results

  • Enhancement of market position, customer retention, customer satisfaction, internal attitudes, cost savings, etc?
  • What services worked best and why?
  • What were unexpected surprises? Any “good news” surprises?
  • Data on results, preferably data that can be charted into a visual.
  • How has your institution changed in the eyes of your customers?
  • Learns, such as, “Are online billing customers more profitable?”
  • Growth, grounded in data such as change in number of customers or accounts, revenue, profit, market ranking, changes in product line, customer retention rates, etc.
  • What did the client learn?
  • How did Product-Service enhance overall marketing performance?
  • How did client’s products or services change case study organization’s rankings?
  • Have your services helped attract new customers?
  • How are retention rates?
  • Movement toward ideal state. What’s next?

It’s important to note that benefits refer to the actual benefits of the products and services. Results are the outcome(s) of those benefits.

Empowering New Hires with Focused Onboarding

Random Notes on Technology and Marketing

In this week’s Canright newsletter, we take a look at different ways to present information to new hires during the onboarding phase. With focused and digestible onboarding, we can avoid overwhelming new hires with information.

Focused and Digestible Onboarding

New hires face an overwhelming amount of information when they start out. From logging into email to understanding a full proprietary product suite, it’s an undertaking to absorb all the information you need and hit the ground running. To give new employees the best start, it’s best to focus on key areas, give the employee the resources they need, and provide information in digestible bites.

Why

  • Empowering the new hire without overwhelming them will promote a good employee experience.

Use Cases

  • New hire briefings and demos
  • Reference resources

Method

  • Use in-person demos as an opportunity to connect the new hire with key contacts in the organization. But keep it light! Keep in-person demos and overviews short and targeted.  Follow up with recordings and other resources so that the new hire can review at their own pace and reference when needed.
  • Gather helpful resources tailored to the new hire’s responsibilities. Group them by areas. For example: HR, Organization Background, Product Overviews, Team Resources, Day-to-Day References.
  • Link directly to topics of interest in knowledge bases and other organizational resources. This will help them get used to the layout, contents, and user experience without making them search for an unfamiliar system.

Onboarding Knowledge Base

In highly technical businesses, having a clear, concise way of presenting information internally is often a struggle. It can lead to slower onboarding and overall less clarity in exactly which practices make your business run well.  A strong knowledge base collects all of the data and documentation needed to make a business run and presents it in an easy-to-follow format.  

Why

  • Lends internal transparency to how onboarding processes and procedures work.

Use Cases

  • Onboarding documents to let new hires know how processes really work and how to use tools and software.
  • Clarity on what the day-to-day looks like from an outside or executive perspective.
  • Identifying areas in which new documentation is needed, or where current practices may not make sense.

Method

An ideal knowledge base isn’t that hard to set up — wiki software allows for a well-organized, fully searchable archive of all relevant information, split by topics that pinpoint exact areas of focus throughout your business. For the best results, aiming for a holistic view of what a business does, in a process-oriented way, can make a huge difference in shining a light on exactly how your business really operates and what’s being accomplished.

Communications Conversations is a weekly recap of the solutions and themes we’ve been working on. At Canright Communications, we’ve spent decades helping clients market and sell their ideas, innovations, products, and solutions through clear technical communications and marketing writing.  

Contact us if you’re interested in our services at collin@canrightcommunications.com

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