How to Write a Business Case Study

How to Write a Business Case Study
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  • 0:02 What's a Business Case Study?
  • 0:45 Researching Your Case Study
  • 1:57 Organizing Your Case Study
  • 3:00 Lesson Summary
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Lesson Transcript
Instructor: Greg Hanichak

Greg has a Bachelor of Business Administration degree from the University of Scranton and is an operations manager with a leading logistics provider.

This lesson discusses the best methods for researching and organizing your business case study to produce an effective and easy to understand narrative to best present the case to your reader.

What's a Business Case Study?

Business case studies are papers that present a real-life situation faced by a company over a period of time. They often present the challenges faced by the company's leadership, the course of action taken by the company, and an analysis of the eventual results. An effective case study will, essentially, tell a story about an issue or initiative faced by a company and challenge the reader to put themselves in the place of company leadership and decide how they would have proceeded. Case studies could explore an issue from a multidisciplinary point of view, exploring impacts on finance, marketing, operations, etc., or a narrower view, such as the effects of a human resource initiative on employee morale.

Researching Your Case Study

As is the case with most academic writing, your business case study should be thoroughly researched using reputable sources. Scholarly journals are a great resource for researching information for your case study and are easily accessible online. Another easily accessible yet reliable source would be the company's financial reports. A great source of financial data as well as narrative explanations of managerial policy would be a company's SEC 10-K and 10-Q filings. These documents, while cumbersome, contain detailed information on company performance and current initiatives, giving you an in-depth look at the company you are researching.

Moving away from online sources, reliable information could also be obtained by interviewing company personnel. While it may be difficult to reach upper-level management for comment, you can still gather some information by simply calling the listed number for a company and interviewing the person who answers the phone.

Once you have compiled all of your research, be sure it is properly cited using either MLA or APA format, depending on which is preferred by your school or organization. Be sure any firsthand information gathered through interviews or observations can be proven or confirmed.

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