Financial solutions vendor

Project 2 - Multiple case studies

Background

The company had recently formed to provide a flexible, low cost, compete banking solution for financial institutions. It intended to acquire smart technologies from innovative Australian technology companies and integrate them into a single, competitive offering. The company had acquired its first major technology, and wanted to leverage its benefits by highlighting customer success stories. 

In a previous project we had created :

• A process to screen products and customers for potential as case study candidates
• Used the process to survey 6 potential customers
• Wrote a compelling case study which differentiated our client, the acquired company and the technology.

Challenge

To research, write and manage approvals of 3 case studies in one week.

Solution

Our client had a conference in one week and needed 3 new case studies to be written and approved by the customer, the acquired company and themselves, and printed to be taken to the conference. To meet the deadline we:

• Interviewed technical staff of the acquired company for technical insights
• Used the protocol developed previously to identify the highest potential case study candidates quickly
• Interviewed the 3 case study candidates quickly yet in depth
• Drafted the case studies overnight and forwarded them simultaneously to the customer, acquired company and our client
• Managed multiple edits of each by each person over several days.
• Forwarded the final case studies in corporate format with customer approval and logo, to our client on time.

Results

• 3 case studies were completed in one week
• The client’s printing deadline was met and the printed case studies were presented to the conference.

Feedback

“Thanks for all your help with the case studies.  The event was a success and we found we attracted a lot of interest.”
Marketing Manager, Financial solutions provider

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