What are the best ways you've seen case studies organized?

I've organized case studies with two components: (1) a Google Spreadsheet to help search for relevant customer stories and (2) a deck with customer-facing slides organized alphabetically to highlight the full customer story and specific product use cases, when applicable. The Google Spreadsheet lists (by the column): vertical customer link to the customer-facing slide(s) link to the full customer story on the website the solution and/or product(s) it relates to (via a checkbox) key metrics and/o ...Read More

Love the matrix idea!  I've also done just a simple google sheet that's shared with the team and updated regularly as new customer stories are added (or if a customer leaves, updating that info as well). Some of the things we included on the spreadsheet were company name, link to the case study article/video/etc., titles of the people involved in using the product, summary of the use case, features used, challenges they faced before using our product, main success metrics, company size, and indu ...Read More

While I like the spreadsheet idea, I don't think it is practical and scalabe. It may help marketing keep track of where you have coverage and where there are gaps to filled in but expecting sales team to open a spreadsheet to look for Case Studies is going to result in lack of engagement and email requests for case studies.  One of the key challenges of a sales enablement program is not the lack of processes and tools but the behavioral inertia that you need to overcome. And in today's world of ...Read More

I’d suggest compiling video case studies (60-90 seconds each) and post them on your Youtube channel as well as a section on your web site for a couple reasons. Video enhances a site’s Google search rankings if the videos are described and tagged properly, especially videos from Youtube, which is owned by Google. Group your video case studies into playlists. You could also create playlists for verticals. If you only have one case study for a vertical, instead of segmenting out its own playlist, k ...Read More