With my permission, the company will provide me with a document modeling tool (a software program) to use as a model case study template. They are thrilled with the use of their application, they are able to quickly generate and track cases by sub-level, by customer, by stage, by risk, etc. Now you can learn how to duplicate their model to make your own case study template.
Let’s get started! Here is an example of a template.
All companies require standard documents that clearly explain what the company does, why it does it, and how it does it. Common documents include newsletters, presentations, annual reports, and training materials. But a company can go even further by providing standard documentation that is easy to read and keep updated. A business that offers research services can add training guides and case studies to its standard documentation.
When working with multiple companies and/or different kinds of customers, it is important to create documentation to indicate what type of response your company receives. Most companies will have three main categories: people (those that visit or contact your company), processes (the set of procedures used to support these people), and resources (things such as computers, gas, phone lines, etc. ).
Other steps include setting up the division and explaining how your company’s separate policies and procedures work together to produce the best service for your clients. It is important to include clearly defined roles and responsibilities that match your company’s structure.
As a matter of fact, there is a wide variety of documents. For example, I have been asked to document sales calls, case studies, talks with other organizations, meetings with technical experts, etc. as well as documents that include incident reports, photos, interview transcripts, etc. A simple example might be a conference call to highlight a specific process that leads to a win.
You should also make sure you write concise and clear. When describing the process, describe each step, then the goal for that step. Make sure the steps and goals clearly explain how the process works. Be careful to not over-describe, as it can be misunderstood or misinterpreted.
Also consider including the proper figures. Make sure the figure totals are correct and provide the appropriate margins for the figure to be considered accurate. If there are estimates, then add them in. Do not ask “what is the price per unit?”
Finally, come up with a case study solution that will address the business needs. This means you need to create a document that has a question at the top, followed by a description of the steps involved in the project, the quality of the solutions being created, and the time needed for the task to be completed. Then you need to describe the data needed to answer this question, which includes the completion of the project, the time required, the quality of the solutions, and the risk factors involved. This will be in a question and answer format.
Finally, I would submit that the only reason for this template is to illustrate some of the key points about using a case study template. There are a lot of great ways to format this document.
This case study solution is just one example of many. Be creative and seek help from your case study template from someone who knows what works best for your industry.