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What Is a Case Report?
There is a widespread misconception in business that a case report is a thick, corporate jargon-filled manuscript that experts and professional consultants can only develop. A case report is created for an organization to provide documented justification for the progress of a project or whether it should be undertaken. Generally, based on the anticipated cost of task development and implementation, it seeks to anticipate risks. It supports the anticipated takeaway or benefits and how much will be gained versus how much will be lost. Additionally, it considers and analyzes the overall change, which may be much larger than the project’s projected development costs. Many organizations think the concept of a case to be equivalent to a project brief or an advanced project/business plan. Whatever other names it may have, the purpose remains the same: to justify initiating a task. Case reports rank low in the hierarchy of evidence and are rarely mentioned, according to research. Because they reflect the clinical conditions of a single patient, they are seldom published in high-impact medical journals. On the other hand, case reports are of substantial educational value because they increase medical knowledge and evidence for EBM. Statistics show that case reports are published at a rate of 6%; however, they do not reveal the number of papers submitted but rejected, nor do they state whether any reported cases were submitted to open-access journals.
Benefits of a Case Report
A case report is a detailed investigation into a specific situation. The research could focus on a single person, a company, an event, or a group. The study entails gathering detailed information about the individual entity using a variety of ways. Two of the most prevalent methods of data analysis are interviews and observation. In the field of clinical medicine, the case study method was first devised. Since then, it has expanded to various industries, examining significant positive and negative results obtained from a given set of decisions. This allows for an extensive investigation into the subject, allowing others to learn from the material offered. The following are the benefits of using a case report.
Components of a Case Report
As previously indicated, a justification can be used only within the business to secure permission for simple budget or money requests, duties, or specific projects, as well as loans. Explanations usually have the same basic features regardless of the need. Because flexibility is the key to putting together a convincing case report, there are no hard and fast rules for articulating your argument and documenting it as a report. You can’t just treat it like one of those government papers where you have to tick boxes to answer a hundred questions. Now, let’s look at the parts of it.
Executive Summary
An executive summary is the first thing your reader will see and provides an overview of a longer work or research. Executive summaries are frequently the only place decision-makers will see if a specific action or idea is warranted. Executive summaries will assess a situation, draw conclusions, and recommend an action plan in a detailed yet quick description. Remember that the people reading the executive summary don’t always have a lot of time, so your executive summary needs to grab their attention and entice them to read the rest of the paperwork.
Plan for Implimentation
Although it is not required, presenting some ideas about the actions necessary to make the proposed solutions possible is usually appropriate. If only to demonstrate to everyone that what you are offering is realistic and that you are not there to sell them dreams but a well-thought-out, dependable solution. It does not have to be exhaustive and detailed to the point of losing your argument unless you, as the decision-makers, are required to do so.
Appendices
Make a list of all the data that supports the case, such as cost-benefit analysis, sources and references, pie charts, calculations, and any other materials you feel are necessary to include.
How To Create a Case Study Report
To assist you in arming your prospects with credible information, we’ve created a step-by-step guide on how to develop adequate case studies for your business — as well as free case study templates for you to use. If you’re interested in making one, here are the steps.
Step 1: Begin by downloading case study templates.
Telling your customer’s account is a delicate process — you must emphasize their accomplishments while seamlessly incorporating your business into their narrative. If you’re new to case studies and would like to get started, we recommend downloading Case Study Templates. Three plain-text and three designed templates are included to demonstrate how your customers benefited from your product or service.
Step 2: Determine the purpose of the case study.
While all business case studies aim to demonstrate the value of your services, they can be customized to address a variety of client objectives. When writing a case study, the first step is to ascertain the subject’s purpose or goal. In other words, what will the client accomplish by the conclusion of the piece? The client objective you choose will depend on what you hope to demonstrate to potential customers by publishing this case study. Your case study can be centered on one of the following client goals:
- Adherence to government regulations
- Cost savings for businesses
- Profitability
- Increasing lead generation
- Additional customer closures
Step 3: Establish a medium for case studies.
Following that, you’ll choose the medium through which you’ll create the case study. In other words, how are you going to tell this tale? Case studies do not have to be brief, one-page documents. Utilizing a variety of media in your case study enables you to promote your final piece via a variety of channels. Consider the following case study mediums:
- Written Case Study– Consider creating this case study as an ebook and converting it to a PDF that can be downloaded. Then, before readers can download the material, ask them to fill out a form on a landing page, allowing this case study to generate leads for your company.
- Infographic Case Study- Use an infographic’s long, vertical structure to tell your success story from top to bottom. As you proceed along with the infographic, use larger text and Gantt charts to underline significant KPIs that demonstrate your client’s performance while working with you.
- Podcast Case Study- Podcasts allow you to have an open and honest conversation with your client. This form of a case study will appear more authentic and personable to your audience, as they will understand that your cooperation with your client was a true success.
- Video Case Study- Make arrangements to meet with the client and conduct an interview. From your potential client’s perspective, seeing the subject speak about the service you offered them in person can go a long way.
Step 4: Locate a suitable candidate for a case study.
It takes more than identifying a client and telling a tale to write about your previous projects. Permission, quotes, and a strategy are all required. Here are a few elements to look for in possible applicants:
- Product Expertise- It’s preferable to choose a consumer who is familiar with the logistics of your product or service. That way, they will effectively communicate the value of what you have to offer to potential clients.
- Exceptional Results- Clients who have seen the best results will provide the most compelling case studies. If they’ve seen an exceptional return on investment from your product or service, they’re more likely to convey the enthusiasm you want prospects to feel as well. This step includes selecting clients who have achieved unexpected success with your product or service. When you’ve delivered positive results to non-traditional customers — in industries with which you’re not typically associated, for example — it can help dispel prospects’ doubts.
- Recognizable Names- While small businesses can have compelling stories, more prominent or well-known brands lend credibility to yours. Indeed, 89% of consumers prefer to purchase from a brand they recognize over a competitor, especially if they follow the brand on social media.
Step 5: Request permission to write about your candidate from them.
It would help create a clear and open communication environment to get the case study candidate to participate. That involves establishing clear expectations and a timeframe from early – failing to do so is one of the leading causes of case study delays. The most crucial thing at this point is to acquire your subject’s approval. When you initially contact your case study candidate, give them the study’s aim and format, which you should have figured out in the last two steps. Put yourself in your subject’s shoes to gain this initial consent – what would they want out of this case study? Even though you’re writing for the advantage of your firm, your subject is significantly more interested in the benefit to them.
FAQs
What constitutes a case report?
A case report is a research design in which an unexpected or unusual event is recounted in a complete account of a single patient’s findings, clinical course, and prognosis, which may or may not be accompanied by a literature analysis of previously known occurrences.
Are case studies useful?
Case reports are excellent sources of unexpected information that could lead to new research and clinical advancements. Case reports have long been recognized as a valuable source of fresh ideas and information in clinical care, and many publications and medical databases recognize this.
Are case reports supported by evidence?
Case reports are the simplest form of evidence, but they are also the first line of defense because new issues and ideas develop. That’s why they’re at the bottom of our pyramid. The significance of the observation being reported will be evident in a robust case report.
Any project manager should have a case documented since it explains their work and the benchmark by which a project should be defined, assessed, and graded. Making the proper, if not the greatest, business decisions, avoiding horrible waste of resources along the road, and rescuing many people in an organization from career-limiting actions or decisions are all goals of a successful business case.