Create a case study

Case studies with rich details provide compelling evidence of your expertise.

Case studies are a powerful tool for bolstering your credibility and showcasing your capabilities in client proposals. They can be attached to client proposals to provide real-life evidence of your success, helping potential clients understand how your solutions can benefit them.

Adding a case study to a proposal can:

• Demonstrate how your services have addressed specific client challenges.
• Highlight the results and outcomes achieved through your solutions.
• Build trust with potential clients by showcasing successful past projects.
• Provide valuable insights into your problem-solving approach and methodology.

Follow these steps to create a case study:

1. Navigate to the case studies module under the content category of the main menu
2. Click on the +add button in the menu at the top of the screen to create a new case study.

1. Name the case study.
2. Select the client the case study relates to from the dropdown menu.
3. Describe the case study. advaise.app can use this description to generate content from the organization's knowledge base.

3. Use the generate button to have advaise.app create the case study from documents in your organization's knowledge base.

Keep in mind the following guidance to review and edit the generated content to create impactful case studies for your client proposals:

1. Summarise the situation - What did the client want to achieve? Provide an overview of the client's objectives and desired outcomes. Clearly state what they wanted to achieve through your services. This sets the stage for the challenges they faced and the solutions you offered.
2. Identify the issue - Why did the client need help? Highlight the specific challenges or issues that the client encountered. Explain why they sought assistance and how these hurdles were impacting their goals. This helps your potential clients relate to the situation and understand the context of your case study.
3. Summarise our approach - What was the solution and the result? Present the approach taken to address the client's challenges. Detail the strategies, methods, and solutions we implemented to overcome the identified issues. Finally, outline the results achieved through our efforts, emphasizing the positive impact on the client's objectives.
4. Add an exhibit - Enhance the case study with supporting evidence. Upload a relevant file or document that validates our success. Give the exhibit a clear and meaningful name to provide context and make it easily accessible to readers.

4. Review the details and update if required.
5. Mark the case study as approved.

The case study will now be available to add to proposals.