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Jul 5th, 2018. 4 min read
Creating and managing Case Studies
This template is shared with our salespeople, customer service, C-suite and marketing departments (actually I think everyone has access). We work it on an honour system that anyone suggesting a new case study only adds to the Upcoming / Ideas pool pulse group.

Once a case study is completed, all the individual portions are available from the infoboxes in the pulse, meaning that we have everything in one place, and people can be safe knowing the artwork, wording, and data is confirmed with the clients before sharing with prospects.

It also serves as a mini-learning portal - enabling our new starters to up their company knowledge without trawling through our server folders.
Getting started tips
The Groups - Completed = completed case studies. Scheduled = approved case studies with a due date, and assigned to a PM. Upcoming / idea pools = case studies in the mix, but yet to be started; also it's the place colleagues can suggest new case studies.

The columns:

Acc. Mngr = The salesman / account manager for the client. This means everyone in the company knows who to approach if they have a question about the case study, or want to know more about the client.

Category = As a group of companies, we sell a lot of products, so this serves as a quick guide to what the case study focuses on - making sure people only share relevant information with prospects. We may have more than one case study for a project.

Writer/PM = the person responsible for collating and writing the case study, making sure it's completed by its due date.

Facts = We send the sales/account teams a bullet-pointed list of questions to ensure our case studies follow the same format and making it easier to garner quick facts to write out the long copy version (the next column).

Long copy / short copy / infographic = these are checklists of sorts to ensure we have the same case study materials for each case study, and we maximise the data.

Client approval = we ask for client approval once we are happy with our long copy (that's why it's in between the long copy and short copy columns). 9 times out of 10 if clients are happy with the long copy, they are happy with the short copy and the infographic.

I hope due date & complete columns are self-explanatory.

Most colours are used as a traffic light system, so at a glance it's easy to see how completed the case studies are. The only column that uses different colours is the category column.
"It's pretty fool proof and it stops the sales / account team from being impatient for their case studies. Basically it makes my life easier, and manages their expectations."
Sophie Goodall
Why we love this template
If you need to have a multitude of case studies that span multiple products this template helps with idea collation, workflow scheduling, and also serves as a central internal case study file system.

It holds individuals responsible, gives the sales / account teams control over what's important, and serves as a new starter learning cloud.
Without this template I would
Be harrased a lot more!
Sophie Goodall
Hi I'm Sophie Goodall from Colyer and this was my story
Sophie Goodall
Hi I'm Sophie Goodall from Colyer and this is my story, check it out
Case Studies