IT Strategy Case Studies

IT Strategy is a comprehensive plan that outlines how technology should be utilized to meet IT and business goals. An IT Strategy is crafted to guide the deployment and use of technology that aligns with business objectives, ensuring that IT initiatives align with organizational missions and visions. A case study of an IT Strategy, such as implementing cloud computing in a financial services firm, provides a real-world example of how these strategic principles are applied and executed to achieve specific organizational goals like enhanced data security and operational efficiency.

Simply put, an IT Strategy case study provides an in-depth exploration of how a specific organization or sector approached their IT strategic planning to address unique challenges and achieve their goals. Through real-world scenarios, challenges faced, solutions adopted, and the outcomes achieved, these case studies offer valuable insights and lessons for other organizations navigating their IT strategic planning journey.

How do organizations across the industry use technology to create value?

Illustrative IT Strategy Case Study

IT Strategy case study of a leading healthcare provider showcases how they leveraged technology to improve patient care, streamline operations, and enhance data security. This study delves into the initial challenges the organization faced, such as fragmented patient records, outdated IT infrastructure, and a lack of unified communication among departments. By implementing a robust IT strategy, the healthcare provider introduced telemedicine solutions, integrated health records, and employed AI-driven predictive analytics to foresee patient needs. The results were transformative: reduced operational costs, improved patient outcomes, and significantly boosted staff productivity. This case study serves as an exemplary model for other healthcare institutions aiming to optimize their IT frameworks in alignment with their overarching organizational goals.

Illustrative IT Strategy Case Studies Across Industry

The following case studies demonstrate how various industries have implemented information technology to solve business problems and achieve business goals and objectives:

Industry Business Goal IT Strategy Case Study
Enhance Patient Care used telehealth platforms to extend its reach and provide medical consultations, especially during the pandemic, improving accessibility and quality of care for patients.
Improve Diagnosis Accuracy employs AI to analyze medical data and assist healthcare professionals in diagnosing diseases with more accuracy and in a shorter amount of time.
Reduce Operational Costs deployed RPA to automate various administrative and billing processes, significantly reducing operational costs and improving efficiency.
Enhance Research Capabilities utilized high-performance computing and data analytics to accelerate genomic research and the development of personalized medicines.
Improve Patient Experience developed an online patient portal allowing easy access to health records, appointment scheduling, and enhanced communication between patients and providers.
Enhance Data Security invested in advanced cybersecurity technologies, including encryption and threat detection mechanisms, to safeguard customer data and financial information.
Improve Customer Service deployed Erica, an AI-driven virtual assistant, providing personalized and immediate assistance to millions of its customers.
Optimize Risk Management leverages predictive analytics and real-time data processing to manage and mitigate various financial risks effectively.
Increase Product Innovation explored blockchain technology to develop innovative financial products such as instant international money transfers with transparency and security.
Enhance Regulatory Compliance implemented AI-driven compliance management systems ensuring real-time adherence to evolving financial regulations and reducing compliance risks.
Optimize Supply Chain adopted IoT and analytics to optimize its Just-In-Time production, leading to efficient and lean supply chain operations.
Improve Production Efficiency deployed advanced automation and industrial IoT as part of their Brilliant Manufacturing suite to improve production efficiency and reduce downtime.
Enhance Product Quality integrated real-time monitoring and quality management software in its production lines to maintain high product standards and compliance.
Increase Operational Safety utilized advanced sensors and predictive maintenance tools to monitor equipment health and enhance safety in its plants and offshore rigs.
Reduce Environmental Impact implemented sustainable manufacturing practices and energy management systems, supported by analytics, to reduce its environmental footprint.
Enhance Customer Experience utilizes advanced machine learning algorithms to provide personalized product recommendations, enhancing user experience and boosting sales.
Optimize Inventory Management employs advanced analytics and forecasting tools to optimize inventory levels across its stores, reducing overstock and stockouts.
Improve Sales and Marketing Efficiency uses data-driven marketing automation tools to offer personalized promotions, enhancing customer engagement and driving sales.
Increase Online Presence leveraged SEO strategies and developed user-friendly e-commerce platforms to dominate the online retail market in China.
Strengthen Brand Loyalty leveraged its CRM to create personalized customer experiences and engagement strategies, fostering brand loyalty and customer retention.
Enhance Learning Experience deployed a Learning Management System (LMS) with interactive content to facilitate online learning and enhance the student learning experience.
Improve Administrative Efficiency adopted automation tools for efficient handling of administrative tasks like enrollment and scheduling.
Increase Accessibility developed online platforms and mobile applications to democratize education, making learning resources accessible to a global audience.
Enhance Research Capabilities leverages big data and analytics tools to conduct groundbreaking research across various disciplines.
Strengthen Community Engagement employs social media management tools to foster community engagement and communication among its diverse stakeholders.

These cases illustrate the tangible benefits that accrue when organizations in different industries align their IT strategies with business goals, creating significant value and enhancing competitive advantage.

This collection of IT Strategy Case Studies is a valuable resource for CIOs, IT executives, and technology professionals seeking to learn from the experiences of their peers and gain insights into the development, implementation, and outcomes of real-world IT strategies. This repository offers case studies showcasing the challenges, successes, and lessons learned by IT leaders who have navigated complex technology initiatives and transformations.

This comprehensive repository provides in-depth case studies detailing the situation, complications, actions, and results in real-world IT Strategies. These Case Studies will help you gain insights into:

  • The diverse range of IT strategies, projects, and initiatives undertaken by organizations across industries and sectors and the outcomes they have achieved
  • The challenges and obstacles faced by IT leaders in the development and implementation of IT strategies and the strategies they have employed to overcome them
  • The critical success factors, best practices, and lessons learned have contributed to the success of various IT strategies and initiatives in multiple organizations.
  • The role of IT governance, investment management, performance measurement, and other critical elements in the successful execution of IT strategies
  • The impact of emerging technologies, industry trends, and changing business landscapes on the development and implementation of IT strategies
  • The importance of aligning IT strategies with business objectives, fostering collaboration among IT and business stakeholders, and promoting a culture of innovation and continuous improvement

By staying up-to-date with the latest IT Strategy Case Studies, CIOs, IT leaders, and aspiring professionals can gain valuable insights, practical guidance, and information on how to excel in their roles and advance their careers. Visit this category regularly to discover new case studies that will help you stay current with industry trends, learn from the experiences of your peers, and succeed in the dynamic world of IT leadership.

Here are case studies of IT Strategies used by organizations across the industry. They demonstrate real-world situations and how IT was used to achieve business goals and objectives.

Optimizing IT Strategic Planning: A Case Study in Risk and Maturity Frameworks

This case study presents a novel approach to IT strategic planning, demonstrating how risk and maturity assessments can revolutionize planning and management across sectors.

IT Strategy Case Study: A Holistic Framework for Managing Information Technology in a Competitive Environment - featured image

IT Strategy Case Study: A Holistic Framework for Managing Information Technology in a Competitive Environment

IT Strategy Case Study of a large corporation that created a framework to manage information technology as a competitive differentiator.

IT Strategy Case Study: The Role of IT in Business Success

Discover how IT can become a strategic business partner with this IT Strategy Case Study, highlighting key steps and outcomes in IT-business alignment.

IT Strategy Case Study: How are CIOs aligning business with IT?

How does the CIO role affect business IT alignment? Read this case study!

IT Strategy Case Study of The Connection Between Business IT Alignment, Enterprise Architecture, and IT Governance

This IT strategy case study unveils a unique framework, intertwining business-IT alignment with enterprise architecture and IT Governance, and tests its efficacy in real-world scenarios. Discover actionable insights to refine your IT strategy today! Excellent Read! (125+ pgs)

Case Study of IT Transformation in a Large, Multi-National High Tech Company

Explore this in-depth IT Transformation Case Study that uncovers the steps, challenges, and strategies employed by a top-tier company. A must-read for CIOs and IT professionals looking to drive impactful digital transformation in their organizations.

IT Strategy Case Study of Using ITIL for Business IT Alignment

In this insightful IT Strategy Case Study, delve into a leading bank’s transformative journey, spotlighting their strategies in leveraging ITIL best practices to ensure seamless alignment between IT initiatives and business objectives.

e-Book: Aligning Business and IT Strategy Example

An excellent example of business IT alignment with a bonus discussion on governance of the strategic planning process.

IT Strategic Plan Sample: Adapting IT Strategy to Changes in the Business Environment

This document set details IT strategy created in support of the organization’s business strategy. CIOs can learn how to create a strategic plan for IT that evolves over time with changes in business strategy. (150+ pages)

IT Strategic Planning Example (4)

This presentation describes the results of a strategic planning initiative for IT. It makes a case for IT Strategy, describes the process followed, and the deliverables produced. CIOs can use this example to create an IT Strategy for their own organizations.

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How to Write a Case Study for an IT Company

Sep 30, 2023

case study on it sector

Introduction

A case study is what can set you apart from the competitors. It’s a chance to show off your portfolio and demonstrate your expertise and problem-solving skills to potential clients. Writing a case study on your work is a chance to present what your company can achieve. What challenges have you faced, and how did your team overcame them.

In an increasingly competitive business landscape, where choices abound, the stories of success and innovation resonate most with discerning consumers. Your portfolio, meticulously displayed within a case study, is a testament to your track record of delivering results, offering tangible evidence of your capabilities.

Let’s see how you can make it shine with B2B case study examples .

What Makes a Good Case Study?

First things first, let’s get our definitions straight. What is a case study exactly?

In IT, a case study is an in-depth examination of a specific real-world situation, project, problem, or success story within the field. It is a research of your project, so to you, where you demonstrate your results to prospects that can potentially become your buyers. These studies are used to showcase how solutions and technologies have been applied to address particular challenges or achieve specific goals. Case studies provide detailed insights into the projects' and initiatives' strategies, processes, and outcomes.

Points to include

  • Introduction and background information.

This section provides relevant background information to set the stage for the case study. It includes details about the industry, company, or organization in question and any relevant historical or contextual information.

  • Problem statement and main goals.

The problem statement is critical to any case study as it sets the stage for the entire analysis. It succinctly defines the issue or challenges the case study addresses. In this section, the main goals of the project or initiative are also outlined. For instance, a company may face declining website traffic and set the goal of increasing user engagement and conversions. These objectives guide the entire case study and provide a clear focus for the reader.

  • Challenges and solutions.

Every IT case study involves challenges that need to be overcome. This section delves into the specific hurdles encountered during the project. These challenges could be technical, financial, or organizational in nature. The subsequent part of this section discusses the solutions or strategies employed to tackle these challenges. This is where you explain how the IT team or organization devised and implemented innovative solutions to address the identified issues.

  • Methodology and tech stack.

The methodology and tech stack section provides insights into how the case study was conducted. It details the research methods, data collection techniques, and analytical approaches used. The tech stack is crucial in IT case studies as it outlines the specific technologies, tools, and platforms utilized to implement solutions. This part ensures transparency in the research process and helps readers understand the technical aspects of the project.

  • Descriptions and analysis.

The case description section provides a comprehensive narrative of the project or situation. It outlines the context, key individuals, organizations, and events. Following the description, the analysis section is where the real depth of the case study comes into play. You apply relevant theories, models, or frameworks to interpret the data and findings. This analysis should be objective and data-driven, allowing readers to draw their own conclusions based on the presented information.

  • Results and conclusions.

In this critical section, the outcomes of the project are discussed. Quantitative and qualitative results should be presented, showcasing the impact of the IT solutions. Did the project meet its goals? Were the challenges successfully addressed? This section also summarizes the key findings and their implications. The conclusions drawn from the analysis should be supported by the evidence presented throughout the case study.

  • Reviews and feedbacks.

Including a section on reviews and feedback is beneficial to provide a well-rounded view of the case study. This can include feedback from stakeholders, end-users, or clients who were involved in or impacted by the project. Positive reviews can validate the success of the IT solutions, while any constructive criticism can offer insights into areas for improvement. This feedback loop is valuable for continuous improvement in IT projects.

Each of these components contributes to a comprehensive and informative case study.

Benefits of Case Studies

You get plenty of benefits from providing case studies to your clients, whether on your corporate website or in your portfolio on a commonly used platform like Upwork. Case studies are versatile tools that offer valuable insights and have many applications in research and business. They enable a deeper understanding of complex issues and provide actionable information for decision-making and problem-solving.

Present your expertise

Showcase your specialized knowledge, skills, and achievements in a tangible and persuasive manner. By detailing a real-world scenario where you applied your expertise to solve a specific problem or achieve notable results, you demonstrate your competence and provide evidence of your capability to potential clients, employers, or collaborators. Case studies offer a platform for you to narrate your success stories, highlighting the value you bring to the table. Moreover, they can serve as valuable marketing tools, helping you establish credibility in your field, attract new opportunities, and build trust with your audience, ultimately fostering professional growth and recognition.

Show your trustworthiness

Establishing credibility and building strong relationships with clients, partners, and stakeholders is something you can’t ignore. Case studies provide a transparent and concrete account of how you've successfully addressed challenges or met objectives in real-world scenarios. By openly sharing the details of your approach, methodologies, and outcomes, you demonstrate integrity and a commitment to accountability. This transparency instills trust and enables others to make informed decisions about collaborating with you or your organization. A well-documented case study is a testament to your reliability and competence, reinforcing your reputation as a trustworthy expert in your field.

Communicate valuable insights

Case studies encapsulate real-world experiences and data-driven analysis, allowing for the presentation of actionable insights in a clear and comprehensible manner. These insights, often derived from problem-solving scenarios, research endeavors, or practical applications, offer practical guidance and inform decision-making. By utilizing case studies, individuals and organizations can leverage these insights to drive informed choices, innovate, and tackle complex challenges with a deeper understanding, ultimately facilitating meaningful and positive outcomes.

10 Tips on How to Choose the Right Project

It’s not enough to know how to write a good case. Choosing the right project to introduce to your prospects is also essential. Here are several major suggestions to help you approach this topic best.

  • Define objectives. Clarifying your objectives is essential before choosing a project for your case study. Are you aiming to showcase expertise, demonstrate problem-solving skills, or highlight industry-specific achievements? Defining your goals will serve as a compass to guide your project selection.
  • Identify relevant topics . Consider themes and topics that align with your case study's objectives. Consider areas where your organization or expertise excels, whether in a particular industry, technology, or solving specific types of problems. A relevant topic ensures your case study remains focused and purposeful.
  • Evaluate successful projects. Reflect on past projects or initiatives that have stood out due to their success, innovation, or substantial impact. These projects are prime candidates for case studies as they demonstrate your track record of delivering positive outcomes.
  • Consider challenges and solutions. A compelling case study often involves projects with notable challenges and the creative solutions used to overcome them. Such projects provide a rich narrative, showcasing your ability to tackle complex problems effectively.
  • Assess client satisfaction. If applicable, consider projects that have received positive feedback from clients, stakeholders, or end-users. Client testimonials and satisfaction metrics can enhance the credibility of your case study and underscore your commitment to delivering value.
  • Collect data and evidence. Ensure you access relevant data, metrics, and evidence to substantiate your case study's claims and findings. Data-driven insights add depth and credibility to your narrative.
  • Get permission. When selecting a project, it's vital to be mindful of any ethical or confidentiality considerations. Some projects may involve sensitive information that cannot be publicly shared, so ensure you have the necessary permissions and safeguards.
  • Diversity and variety. Over time, aim to create a diverse portfolio of case studies. Select projects that represent different industries, challenges, and solutions. This diversity demonstrates the breadth and versatility of your expertise.
  • Audience relevance. Tailor your project choice to your target audience. Consider a projects will resonate most with your readers, whether they are potential clients, peers, or students. A relatable case study will more likely engage and inform your audience effectively.
  • Feasibility . Assess the practicality of developing a comprehensive case study for the chosen project. Ensure you have the necessary resources, documentation, and team members available to support the case study development process. Feasibility is essential for delivering a well-rounded and informative case study.

Information to Include

When creating a case study, you'll want to include a variety of resources to support your analysis and provide evidence for your claims.

Remember to request the necessary permissions and discuss the case with your client before you make it public. Meanwhile, here is some common info you should consider including.

Relevant data

This includes data collected directly from your case study subject, such as requirements, client inquiries, and observations during the project. Primary data adds depth and authenticity to your study. Don’t forget to provide any reports you can get after the project completion: let your readers know how the whole thing played out. Financial figures, SEO updates, and anything that is relevant. It provides context and additional information related to your case.

Enhancing visuals

include charts, graphs, tables, photographs, and diagrams to illustrate key points, trends, or findings. Visuals make your case study more engaging and easier to understand. Consider using storytelling techniques like timelines, infographics, or flowcharts to help convey complex information and the progression of events.

Testimonials and reports

Incorporate quotes from interviews or statements from individuals involved in the case. Testimonials can provide firsthand perspectives and add credibility to your study. This helps to show the impact of decisions or actions through someone else's lens. Attach relevant documents, such as project reports, emails, memos, or contracts, to provide concrete evidence and context for your case.

Frameworks and tech stack

Utilize relevant theoretical frameworks, models, or concepts to analyze and interpret the data. This demonstrates a strong theoretical foundation for your case study. Including a diverse range of resources ensures that your case study is well-supported and credible and provides a thorough understanding of the subject matter. It also enhances the overall quality and depth of your analysis.

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Write to Engage

Creating an engaging narrative is crucial to writing a compelling text. It helps capture the reader's attention and makes the information more accessible and memorable. Here are some strategies to create an engaging narrative.

Compelling start

Begin your case study with a captivating introduction that immediately draws readers in. This could involve opening with a surprising statistic related to the IT industry's challenges or successes. Alternatively, you can use a powerful quote from a key figure in the project or an illustrative scenario setting the IT project's stage. The goal is to pique the reader's curiosity and make them eager to delve into the rest of the case study.

Narrative structure

Structure your case study like a story to create an engaging narrative. Start with the initial problem or challenge your IT project aims to address. Provide context by explaining why this problem was significant. Then, guide the reader through the project's journey, detailing the steps taken to resolve the issue. Highlight key milestones and turning points. Finally, conclude by showcasing the positive outcomes achieved as a result of the project's successful implementation. This narrative structure helps readers follow a logical progression and keeps them engaged by offering a sense of anticipation and resolution.

Human elements

Inject humanity into your IT case study by focusing on the people involved. Introduce key individuals, such as project managers, team members, clients, or stakeholders, and provide insights into their roles and contributions. Share anecdotes or personal experiences to bring these individuals to life. By showcasing the human aspect of the project, you make it relatable and relatable, helping readers connect with the story on a personal level. This adds authenticity and fosters a deeper understanding of the project's impact.

Dynamics of problem-solution

Make the problem-solving aspect of your IT project a central theme in your narrative. Start by clearly outlining the specific challenges or issues that the project aimed to address. Describe the complexity or urgency of these challenges to underscore their significance. As you progress through the narrative, delve into the strategies, methods, and innovative solutions that were deployed to overcome these challenges. By emphasizing the dynamic between problems and solutions, you create a narrative arc that keeps readers engaged. They become invested in understanding how each obstacle was tackled and how the project ultimately succeeded.

Visual enhancements

To enhance reader engagement and comprehension, incorporate visual elements strategically throughout your case study. Utilize charts, graphs, images, diagrams, and other visuals at relevant points in the narrative. Visuals serve as visual aids, making it easier for readers to grasp complex concepts, data, or project processes. They also help break up lengthy text sections, making the case study more visually appealing and accessible. When used effectively, visuals can reinforce key points and improve overall reader engagement.

By implementing these expanded strategies, you can create a narrative that informs and captivates your audience in your IT case study, making it more compelling and memorable.

Promote your Cases

Sharing your studies effectively ensures it reach the right audience and maximizes its impact. Here's how to approach the promotion and sharing of your case study:

Understand your audience

Begin by clearly defining the specific audiences you aim to reach with your IT case study. Consider factors such as their interests, needs, and preferences. For instance, if your case study demonstrates a groundbreaking IT solution, your primary audience might include CTOs and IT managers. Tailor your content to address their pain points and interests.

Once you've identified your target audiences, determine the most effective communication channels to reach them. This might involve a mix of online and offline platforms. For an online presence, utilize your company's website as a central hub for your case studies. Leverage social media platforms like LinkedIn, Twitter, and Facebook to engage a broader online audience. Consider email newsletters to reach your existing client base or subscribers. For more specialized audiences, explore industry-specific publications, webinars, or conferences.

Content repurposing

Promote your IT case study actively on various platforms. Create engaging social media posts that highlight key takeaways and encourage sharing. In email marketing campaigns, segment your email list to target recipients who are most likely to find the case study relevant. Host webinars or presentations where you discuss the case study's insights, providing opportunities for direct interaction and questions. Actively respond to comments and feedback on social media or your website to foster discussions and enhance the study's visibility.

Extend the life and reach of your case study by repurposing its content. Consider breaking it down into smaller, more digestible pieces. Create blog posts that explore specific aspects or findings in more detail. Develop eye-catching infographics to visualize key data points. Craft short videos that offer concise summaries or highlight real-world applications of the study's insights. These repurposed elements can be shared across various channels and appeal to different segments of your audience.

Continuous monitoring

Use analytics tools to track the performance of your case study's distribution efforts. Pay attention to essential metrics such as the number of views, downloads, shares, and click-through rates. Analyze the data to understand how your case study resonates with your audience. Identify which channels are most effective in reaching your goals.

Continuous monitoring and data analysis are key to refining your promotion strategy. Make informed adjustments to your approach based on the data and feedback received. If you find that a particular social media platform is driving significant engagement, allocate more resources to it. If your webinars are highly attended, consider hosting them regularly. By being agile and responsive, you can ensure that your IT case study reaches its intended audience and achieves its objectives effectively.

By expanding on these points, you can develop a comprehensive strategy for promoting and sharing your IT case study that reaches your target audience, engages them effectively, and maximizes the impact of your work.

Real-world Examples

As a company that provides Webflow development services and has been on the market for several years, we’ve compiled plenty of successfully delivered projects. We’ve put our knowledge and expertise into practice to walk our clients through our process: we started introducing case studies on our own. If you are interested in seeing practical examples of how to write case studies that drive engagement, check out our work:

  • Ray Studios

marketing case studies b2b case study b2b case studies b2b marketing case studies b2b marketing case study

In conclusion, crafting a compelling case study for the IT industry is about presenting facts and figures and telling a story of innovation, problem-solving, and expertise.

In the fast-paced world of technology, where innovative advancements occur rapidly, a well-prepared project study can set you apart from the competition. It showcases your ability to adapt and deliver tangible results. Remember that a successful case isn't just a document; it's a testament to your skills and a valuable tool for attracting clients, collaborators, and opportunities.

Every detail matters. From defining your objectives to presenting your conclusions, your project should be presented compellingly and informative to showcase your achievements in the industry.

So, embrace the challenge, and let your case studies become your success story.

It’s an in-depth analysis of a specific project, problem, or scenario related to technology implementation, innovation, or management. It provides a detailed account of real-world situations, often highlighting challenges, solutions, and the outcomes achieved. IT case studies showcase how organizations or professionals leverage technology to address issues, make improvements, or achieve business objectives. These studies serve as valuable learning tools, offering insights into best practices, lessons learned, and innovative approaches within the IT field. They also demonstrate the expertise and capabilities of individuals, teams, or organizations operating in the IT sector.

The length of a case study can vary, but it typically ranges from a few pages for shorter, so about 1500-2000 words, with more focused studies, to several dozen pages for more extensive and detailed analyses. The specific length depends on the complexity of the subject, the depth of information provided, and the intended audience and purpose of the case study. It’s better to avoid short-form studies that don’t go further than 500 words and combine those into one cohesive case.

Choose a relevant and compelling technology sector topic to write a case study. Define your objectives clearly, outlining your aim with the case study. Next, gather comprehensive information about the project or scenario, including details on the technology used, challenges faced, and the solution implemented. Organize this information in a structured format, including an introduction, background, problem statement, solution, results, and conclusion. Use visuals like charts and diagrams to illustrate key points. Ensure that the case study is well-researched, data-driven, and focused on providing valuable insights to your target audience, whether it's professionals, peers, or students. Finally, proofread and edit your case study to ensure clarity and coherence before sharing it with your intended readers.

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Home / Resources / ISACA Journal / Issues / 2021 / Volume 5 / Technology Modernization Digital Transformation Readiness and IT Cost Savings

Case study: technology modernization, digital transformation readiness and it cost savings.

j21v5-Technology-Modernization

“Digital Distinction” is a major trend for growing, medium-sized organizations, with growth requiring a well-executed digital platform enabled by foresight, leadership and accountability that helps ensure that societal needs are addressed with limited input resources. 1

This digital distinction story was performed with limited resources in a multiservice urban Aboriginal agency (the Agency) providing holistic, culture-based programs and services for Aboriginal children and families. The Agency strives to provide a life of quality, well-being, healing, and self-determination for children and families in the Toronto, Ontario, Canada, urban Aboriginal community by implementing a service model that is culture based and respects the values of Aboriginal people, the extended family and the right to self-determination.

The Agency faced considerable technology challenges at the start of the pandemic-induced lockdowns. The mandatory move to a remote service model stressed the existing IT infrastructure to such an extent that it exposed issues such as network bottlenecks, Wi-Fi interruptions and landline unreliability, all of which compromised the ability of social workers to perform their duties. It had become evident to management that the Agency needed significant digital transformation as part of the journey toward the increasing virtualization of social services and a much-needed modernization of its base IT infrastructure.

To be effective, however, digital transformation must build on an IT foundation that ensures reliable and sustainable outcomes. While IT modernization is a necessary condition for digital transformation readiness, 2 it is not a sufficient condition. Readiness must identify and address all IT operating model gaps 3 before innovation; unfortunately, many organizations undertaking transformation are not ready for innovation. 4

An unprepared organization is likely to see its digital transformations flounder;

…barely one in eight are successful. Even worse, only 3 percent of … 1,733 business executives … report any success at sustaining the change required for successful digital transformation…. 5

Thus, the Agency needed improved digital capabilities to support its growth and to increase its agility in response to the pandemic, so it engaged an experienced digital transformation consultancy with one executive from the group serving in the role of interim chief information officer (CIO).

The CIO title of the 1980s 6 has evolved to become one of vision as part of enterprise strategy, of managing risk as part of enterprise risk and of managing a governed high-performance team to sustain today’s ever more complex IT ecosystems. The modern CIO creates new operating models and helps the organization become data-driven. 7 The CIO takes the organization forward “… in ways that extract the maximum value from the information on hand…to make better decisions, faster” 8 as articulated in the new data strategy.

This case study articulates all the listed requirements of the modern CIO from vision to risk management to creating high performance teams as part of IT operating model modernization. Furthermore, down the road, there will be sufficient material for a future case study to document the path of the organization to achieving fit-for-purpose data for data-driven decision-making and improved reporting efficiency.

THE AGENCY’S INTERIM CIO’S FIRST STEP WAS…TO ESTABLISH THE ORGANIZATION’S CURRENT STATE TO DETERMINE ITS STATE OF READINESS FOR THE REQUIRED DIGITAL TRANSFORMATION.

The challenge: assessing the current state.

One cannot create a strategy without knowing the current state. The Agency’s interim CIO’s first step was, therefore, to establish the organization’s current state to determine its state of readiness for the required digital transformation. While tools facilitating readiness include staff surveys, 9 benchmarking and determining the business case for IT change, a survey was selected as the right tool to learn about the organization’s IT challenges (what the users experience), its IT priorities (what the users want fixed first) and its IT value chain performance (how IT creates value for the organization) through the lens of four different levels of stakeholders. The survey was distributed to staff at all levels; the output presented an end-user view of the organization’s current state.

The four key findings from the survey across these categories were:

  • The organization’s executives had different perceptions of the frequency of the top IT challenges compared to the rest of the staff complement ( figure 1 ). This could be given that they were more aware of the negative impact of various IT failures on their mandate.
  • The frontline staff were the most supportive of prioritizing all of the top items compared to management, who saw the priorities differently ( figure 2 ). This highlights the importance of engaging with people most actively using technology and not to depend only on management feedback for insights in this respect.
  • The supervisor level experienced the severity of most of the shortcomings along the IT value chain ( figure 3 ).
  • One of the major challenges experienced by end users was that it took too long for IT to fix IT issues, with users perceiving that it was getting worse. The same held for the network; network reliability was decreasing ( figure 4 ).

Figure 1

The fact that the survey highlighted IT challenges such as poor service request and incident management (the service desk item in figure 1 ) is more important than it may seem at first glance. As part of the journey to making IT more approachable and customer-centric, it is important that the service desk works flawlessly, as it is a major driver of staff (customer) satisfaction, which, incidentally, should be a key IT metric for any CIO.

Figure 4

A comparison of the actual ratio with the benchmark ratios above confirmed a historical underinvestment in IT. Reducing underinvestment in IT and addressing the associated risk areas while building future IT capabilities should be high, not only on the CIO’s agenda via IT governance, but on the board’s agenda, given the implications for enterprise governance.

The Solution: Addressing the Priority Current State Shortcomings

As a result of the current state findings, the CIO reconsidered improvements and developments that may impact the entire IT operating model. A restitution strategy was developed to address as many of the identified priority shortcomings as possible in the shortest possible time.

ADDRESSING THE NETWORK SHORTCOMINGS REQUIRED SIGNIFICANT PLANNING AND ACTIVITY, GIVEN THAT THE NETWORK WOULD NEED TO BE MODERNIZED WHILE THE AGENCY WAS STILL PERFORMING ITS MANDATE.

Restitution is about partnerships, though, another modern CIO imperative. Non-IT senior leaders are just as accountable for decisions and the delivery of ongoing IT services. 12 In other words, restitution is an organizational challenge rather than only an IT challenge, a fact that impacted the nature of the stakeholders identified to oversee the initiative. The more a CIO engages in stakeholder relationships with the goal of forging partnerships, the more effective the broad diversity of IT initiatives within the CIO’s portfolio must almost automatically become.

In this case, restitution was performed in 1) a technology stream and 2) an IT governance stream. (A data governance stream was also recently introduced but will not be explored further here.) The relationship between the CIO and IT governance took a major leap forward a decade ago when it was explicitly considered in South Africa’s King III code for corporate governance. 13 However, more than five years later, the focus still tended to be on the use of IT in regulation and compliance, 14 rather than being about the organizational performance and value creation mechanism it is meant to be.

Aligned with digital transformation principles, specifically around the operating model readiness, 15 restitution was not only about technology, but also about other important components of the organization’s operating model, such as people, process and governance.

Technology Stream

From the current state analysis, the Agency’s legacy technology landscape suffered extended maintenance, support, integration, security, and agility risk and constraints. Technology modernization projects ( figure 5 ) were identified for the Agency to address these issues while also addressing most of the user-defined IT priorities identified in the survey.

Figure 5

One of the CIO’s primary objectives was to measure the benefits of each IT intervention, whether they be through enhanced activity, cost savings, risk mitigation or potentially even revenue generation. Cost and activity benefits, where the interventions are complete, are highlighted for the various interventions the Agency undertook.

Network Remediation The annual operating cost of the Agency’s new network is 48 percent of the cost of the old network—savings driven largely by deploying a modern network technology with standardizing network devices using a modern network protocol.

The old network had nonstandard devices that were unmaintained, outdated with no active support, not configured according to industry best practices and had no redundancy. Furthermore, it suffered bottlenecks, single points of failure and cybersecurity vulnerabilities, with costly management implications.

Addressing the network shortcomings required significant planning and activity, given that the network would need to be modernized while the Agency was still performing its mandate. It involved an initial network discovery process that, for example, identified Internet Protocol (IP) addresses, the devices linked to the IP addresses, the functions and roles of various servers, the portfolio of critical applications, and network-based processes that needed to be mapped out and well understood. Backout plans and vendor escalation processes were created. Replacing more than 50 switches and several firewalls within a 36-hour window was challenging, especially for a new network topology in an overall process that took up to a year when including the planning and vendor identification/selection processes.

Network remediation addressed technical cybersecurity vulnerabilities, fault tolerance and failover readiness with redundancy. It also provided greater bandwidth, scalability and manageability, with Software-Defined Wide Area Network (SD-WAN) technology proving to be more secure and providing higher performance compared to the Multiprotocol Label Switching (MPLS) technology it replaced. While bandwidth demand tripled during the pandemic, it was all reliably and seamlessly accommodated within the new network architecture.

Strategically, the organization seeks to share its IT environment with smaller social services agencies that might be insufficiently funded to develop appropriately functional IT platforms. The Platform as a Service (PaaS) aspiration required a network architecture designed to handle traffic at scale and the recognition that an additional network engineer would be needed to bring this aspiration to life.

Human Productivity Tools The annual operating cost of the Agency’s new human productivity tools (HPTs) is 39 percent of the cost of the old HPTs.

The old portfolio of HPTs was a disparate set of vendor solutions that were difficult to support, offered relatively little functionality, challenged the implementation of integrated security, and were costly to manage.

A key consideration was to ensure that all data stayed within Canada. A hybrid approach was followed leveraging Active Directory Federation Services (AD FS) with Azure that allowed for failover from on-premises to the cloud, while moving all users’ mailboxes and enabling the additional functionality into production. This parallel process took six months from planning and vendor identification to deployment.

The Agency’s new Software as a Service (SaaS) HPT offered vast improvements in functionality across multiple end-user devices, such as facilitating engagement and teamwork; application interoperability; and facilitating a single approach to cybersecurity by means of integrated identity and access management. This deployment is a critical lever for successful digital transformation given benefits such as performance, scalability, security, and reliable and integrated support from the vendor. 16

Case Management A single case management system to integrate the agency’s two case management systems was identified ( figure 5 ). Two systems were deployed as a means to address the data collection shortcomings in each. To address this, a thorough business requirements document (BRD) will be created to facilitate a request for proposal (RFP) process to identify whether an integrated case management tool is available. (This will not be discussed further as it is a separate, significantly larger project that has only recently been instantiated.)

Document Management A document and content management system— coupled with appropriate workflows and governance—was needed to manage the intranet; perform as a repository for digitized, historical paper-based case files; perform document management; and provide a basis for operational metadata management and the organization’s data dictionary. A feasible tool and functionality was included in the software package provided for the HPT stream, coming in as a cost saving relative to the next best alternative. A decision was taken to use this tool given this cost benefit. A configuration and deployment plan was not yet in place at the time of writing.

Incident Management An incident management tool had been deployed at the Agency but without supporting processes or governance. There was no ticket escalation process, no ticket auto-allocation process and no feedback loop to the requester that a ticket had been received. The following were established as part of the Agency’s IT department’s emerging ITIL- alignment aspirations to improve incident management performance:

  • Defined incident management processes
  • Defined incident management responsibilities
  • Feedback loops with workflows
  • Service-level agreement (SLA)-driven ticket auto-escalation

The operational impact of these changes is evident in figure 6 . Within seven months after implementation and as the subject of continuous improvement during that time and beyond, the average ticket closing time had decreased from 34 days to three days according to the system logs, and the average ticket assignment time had decreased from 140 minutes to nine minutes according to the same logs. There are further initiatives to use more of the functionality of the selected tool in the future.

Figure 6

Additional service desk functionality deployed at the Agency includes IT asset management and a configuration management database.

THE ANNUAL OPERATING COST OF THE AGENCY’S NEW MONITORING AND PATCHING SYSTEM IS 30 PERCENT OF THE COST OF THE OLD VENDOR SOLUTION.

Monitoring and Patching System The annual operating cost of the Agency’s new monitoring and patching system is 30 percent of the cost of the old vendor solution.

Driven by continuity risk factors such as poor outage monitoring and alerting, poor device monitoring, and poor vendor responsiveness, as well as cybersecurity risk factors such as poor patching, the Agency sought and deployed a tool to fulfill these requirements with remote management capability.

The technology was selected based on a review of this specific technology landscape according to various IT research organizations. Then, deploying the monitoring tool required making changes to the firewall to allow agents to communicate. Furthermore, a cache server was set up to reduce the bandwidth implications of all the computers in the Agency requiring similar updates, thereby reducing the possibility of network congestion. Planning, vendor identification and deployment took less than three months.

Cloud The annual operating cost of the Agency’s new cloud data center is 45 percent of the cost of the on-premises data center, driven by the higher support and equipment costs of maintaining an on-premises environment.

THE ANNUAL OPERATING COST OF THE AGENCY’S NEW CLOUD DATA CENTER IS 45 PERCENT OF THE COST OF THE ON-PREMISES DATA CENTER.

The Agency had historically entered into a five-year contract for its data center, with further expenditure required for power to eight servers, hosting facilities and equipment, an uninterruptible power supply, and management time for maintenance and management. The risk of the data center being an operational bottleneck was considerable. The real push for a work-in-progress cloud migration was driven by the pandemic.

The selection of the cloud vendor was based on a review of the findings by various IT research organizations and the need to ensure interoperability between the various tools that were about to be deployed in the cloud. For the software tools, a primary driver was the effectiveness of the solution to serve well in a Software as a Service (SaaS) paradigm, which will be the foundation for the type of incremental transformational functionality envisaged as a strategic driver of future IT at the Agency.

Configuring a cloud infrastructure requires configuration activities such as subscribing to the services, creating virtual machine(s), the virtual private network (VPN) and the VPN gateway. Additional services that were migrated to the cloud or deployed to the cloud include the HPTs, the monitoring and patching services, and the mail system. The planning, vendor identification and deployment was performed within four months.

The operational, scale and cost advantages of the cloud at a stated availability of 99.999 percent were implemented as a desirable alternative to on-premises services, given that the modern CIO’s role is to create an environment that facilitates on-demand technology and related services. 17 The potential of this migration for future Platform as a Service (PaaS) services, virtual computing, storage and on-demand functionality positions the organization well for an enhanced digital future.

Telephony Telephony depends on a stable network, and the organization is now ready to address its telephony shortcomings. An architecture and plan to migrate between the current state and the proposed state for telephony is being developed, with the major goals being scalability as part of the PaaS vision for the organization and redundancy, given, the always- on requirement of child welfare services.

Financial Summary IT underinvestment introduces significant risk and inefficiencies into an organization. The technology modernization stream not only addressed technology risk at the Agency, it also eliminated architectural inefficiencies and high-cost structures, as demonstrated by the annual cost savings achieved ( figure 7 ).

Figure 7

While cost savings of up to 13 percent are expected in technology modernization, 18 savings of 18 percent were realized.

IT Governance Stream

IT governance ensures that IT produces the value expected of it. While IT governance was introduced as a mechanism for CIO oversight of the technology deployments, less tangible activities were also established by means of the IT governance stream to help establish a vision for IT, to reduce IT risk and to extend the people capabilities of the IT department.

The following sections detail the measures taken to help ensure reduced-risk value delivery from IT.

Policies and Processes Procedural and cybersecurity-related updates were made to the Agency’s IT policy. Processes were also co-created with human resources (HR) (e.g., onboarding, offboarding) and with operations (e.g., IT-facilitated process design for the handling of all possibilities of incoming telephone calls) to ensure that handovers to IT and back to HR and operations were clear, and that people had been identified in the process to accept handovers.

If an operational process needs engagement with IT, operations must co-design the process with IT to manage expectations and to reduce operational risk. Failing to do this will result in failed processes, given no awareness or clarity of IT’s role in the process.

AS A RISK CONTROL, A PASSWORD VAULT WAS CREATED FOR ALL APPLICATION AND SYSTEM PASSWORDS, SUPPORTED BY A PROCESS THAT COULD BE ACCESSED BY THE EXECUTIVE TEAM IN AN EMERGENCY.

Risk Management Risk management is a key pillar of effective IT governance. Together with policies and procedures as a critical part of effective risk management, 19 IT implemented a risk management process—Identify, Assess, Respond, Control, Monitor—with a living risk register as a monitoring and communication tool as a means to help minimize potentially negative differences between expected IT outcomes and the actual IT outcomes. The process emphasized assigning responsibility for a risk control at the point where risk is realized. Periodic IT governance meetings were established as a means to monitor changes in IT environment risk and to monitor the effectiveness of the risk controls.

Key administrator passwords held in people’s heads was a major operational and sustainability risk. As a risk control, a password vault was created for all application and system passwords, supported by a process that could be accessed by the executive team in an emergency.

Structure and People People are the most critical part of IT because they determine whether something is done well. To effect and to sustain digital transformation, IT staff must have digital mindsets; 20 be inclined to testing and learning, innovation, and agility; 21 have diverse technology knowledge, deep data skills, rich process skills, and end-to-end mindsets that includes teamwork, courage, and change management. 22

Sustainable digital transformation, thus, requires “t- shaped” people—staff with deep knowledge of their areas of expertise and broad knowledge that they can apply to solve the types of new problems that emerge under transformation. 23 T-shaped people are especially important in small IT teams, where broad knowledge overlap mitigates the continuity risk of a small staff complement.

Digital transformation demands agility—people fluidly structuring around problems or challenges in cross-functional teams 24, 25 rather than constrained within traditional organizational structures. Compromising on IT competence has been described as a subtle and even a dangerous issue in digital transformation. 26

“Build the organization,” “run the organization” and “transform the organization” 27 was adopted as the IT structure paradigm. Bespoke definitions for “run the organization” and “build the organization” were developed to define their purpose and scope for the organization ( figure 8 ).

Figure 8

While the Agency’s IT organization managed day-to-day operations (run) and performed technology modernization projects (build) like those in figure 8 , it had unsustainable transformation. Given the organization’s growth and expansion aspirations, “transform the organization” was established as a full-time role, and an experienced leader was recruited to focus on strategy and architecture to help define the organization’s broader digital capabilities.

Strategy and Architecture The current state of the Agency was such that it had no clear IT strategy and no clear IT architecture. Many different applications had been acquired from a wide variety of vendors over time to serve specific point purposes but with no consideration for aspects such as architectural fit, integrated cybersecurity management and interoperability. The historical approach to IT tended to be tactical, with no consideration of how the tactical deployments would impact the Agency’s overall IT risk profile.

While this worked reasonably well in a low-stress IT environment, the diverse flaws in the approach quickly became apparent at the start of the pandemic—especially to end users who suffered service interruptions—when network volumes escalated significantly under work-from-home orders.

All interventions documented in the Technology Stream section were part of a significantly more architected approach—specifically around cybersecurity and interoperability—that included business cases as part of the supporting documentation and a comparison with next-best technology alternatives.

THE HISTORICAL APPROACH TO IT TENDED TO BE TACTICAL, WITH NO CONSIDERATION OF HOW THE TACTICAL DEPLOYMENTS WOULD IMPACT THE AGENCY’S OVERALL IT RISK PROFILE.

It is useful to note that unarchitected IT is a primary driver of technology debt; 28 an unwelcome gift to current IT management from former IT management as experienced in the Agency’s current IT state. While appropriate IT vendor diversity should be supported in the interest of good IT risk management, this should occur within a strategically architected framework. IT strategy and IT architecture can sustainably reduce IT risk and improve business continuity.

Data Governance Stream Digital transformation consumes data and produces more data that not only serves general reporting and decision-making, but also potentially serves government policy direction. While data were not initially identified as a problem at the Agency, a data strategy has been developed in response to some data issues identified ( figure 9 ), and in line with a vision for data for the organization. (The data strategy will not be covered further in this case study beyond the limited discussion that follows.)

Figure 9

CIOs strive for data consistency, data availability, information resource control and information flow visibility. 29 Not addressing data challenges results in delayed and/or incorrect data-driven decision- making and productivity compromises, and incurs unnecessary IT effort to resolve issues arising from bad data.

As a first step toward addressing data challenges, the Agency articulated its unique perspective of the drivers of a data culture as an output of a facilitated workshop series. Some of the behavioral considerations include:

  • Mistrust about what data could communicate; could they show performance levels that are lower than perceived?
  • That data have not been seen as something that can add value
  • That data are removed from the people whose lives they represent
  • That data capture is only seen as a necessary part of getting the job done, rather than as a vital part of the data value chain
  • That data are not seen as distinct from IT, with operational and strategic best practices distinct from those applicable to data

It is important that ways to address these behavioral considerations are included in the organization’s data strategy. The implementation of the cultural aspect is an overarching workstream for the data work that needs to be performed over the upcoming years to create an environment rich in fit- for-purpose data. Overall, IT culture is the single greatest risk—and, therefore, critical success factor (CSF)—not only for IT governance, 30 but possibly for data governance, too.

Key Results and Benefits

As outlined, successful digital transformation requires the barriers to an effective digital strategy—processes, technology, people and governance, in that order 31 —to be addressed. Without a sound IT operating model foundation, digital transformation will exacerbate IT operating model shortcomings with predictable consequences. Figure 10 summarizes the major IT outcomes achieved. Note that the column “Technology and/or Governance Intervention” in the figure refers to the relevant item in the Technology Stream section or the Governance Stream section.

Figure 10

Figure 10 item 10 refers to technical cybersecurity vulnerabilities. However, the Desjardins breach in Canada 32, 33 is a shocking reminder of the scale of breach possible in the presence of even the best technological responses. People vulnerabilities are, thus, addressed through the newly established SOC at the Agency, mandated to address people matters such as cybersecurity training and to perform vendor due diligence. This closes the loop on the cybersecurity vulnerabilities identified as part of the network remediation workstream.

Other noteworthy outcomes include digital forms with workflows for efficient forms processing compared to paper forms, and improved secure video conferencing.

What Is Next?

With many of the primary activities in figure 10 having been achieved in six months across nearly 20 regional sites, there is still more work to do, with some of the major considerations being:

  • Telephony, as discussed
  • Case management, as discussed
  • Laptop standardization, all staff
  • Addressing stable and reliable power
  • Modernizing the data infrastructure as the foundation required for the implementation of an organizationwide data strategy

DIGITAL DISTINCTION’ AND COST SAVINGS WERE ACHIEVED WITH LIMITED RESOURCES IN A LIMITED TIMEFRAME, AN UNUSUAL ACHIEVEMENT IRRESPECTIVE OF ORGANIZATION SIZE OR RESOURCES.

Of these, the data infrastructure will likely be the highest cost future intervention. This will require not only technology, but a full data operating model to support the growing day-to-day requirements for data and reporting in the organization. From a CIO perspective, formally aligned organizational strategy and IT strategy interventions ultimately help minimize digital strategy execution gaps, 34 the difference between what an organization aspires to achieve strategically, and what it actually achieves.

Organizations trust the CIO to ensure that the technology ecosystem is a functional and reliable enabler of the organization’s operations. 35 This means that the role has significant fiduciary responsibilities requiring high performing, t-shaped people. Digital transformation needs executive support and visibility, and credit is due to the head of the organization, the head of finance and administration, and the head of human resources (HR) for their encouragement during some of the darkest hours of this process. Thanks are due also to the extraordinary performance of a small, but mighty and highly motivated IT team willing to go so significantly beyond the extra mile for months on end.

This case study details the types of CIO leadership needed for digital transformation readiness and technology modernization, aligned with an approach published in ISACA ® Journal . 36 “Digital distinction” and cost savings were achieved with limited resources in a limited timeframe, an unusual achievement irrespective of organization size or resources. The organization is now positioned to increasingly redirect IT spend from operations to digital innovation 37 as reward for its courageous efforts.

1 El Tarabishy, A.; “The Top 10 Micro, Small, and Medium Enterprises Trends for 2021,” International Council for Small Business, 6 July 2020, https://icsb.org/toptrends2021 2 Avanade, “IT Modernization: Critical to Digital Transformation,” March 2017, https://www.avanade.com/-/media/asset/white-paper/avanade-it-modernization-whitepaper.pdf 3 Pearce, G.; “Digital Transformation Governance: What Boards Must Know,” Governance Institute of Australia, vol. 72, no. 5, 2020, https://www.governanceinstitute.com.au/resources/governance-directions/volume-72-number-5/digital-transformation-governance-what-boards-must-know/ 4 Bendor-Samuel, P.; “Four Guidelines for Success in Innovation in Digital Transformation,” Forbes , 23 July 2019, https://www.forbes.com/sites/peterbendorsamuel/2019/07/23/four-guidelines-for-success-in-innovation-in-digital-transformation/#61401a511aa9 5 Pearce, G.; “Attaining Digital Transformation Readiness,” ISACA ® Journal , vol. 1, 2020, https://www.isaca.org/archives 6 Rivier University Nashua, New Hampshire, USA, “The Growing Importance of a CIO in Today’s Evolving Business World,” Boston Business Journal , 16 March 2020, https://www.bizjournals.com/boston/news/2020/03/16/the-growing-importance-of-a-cio-in-today-s.html 7 Op cit McLaughlin 8 Op cit Rivier University 9 Ibid. 10 Morley, L.; “How Much Should a Company Spend on IT?,” Techvera, https://blog.techvera.com/company-it-spend 11 Avasant Research; “IT Spending as a Percentage of Revenue by Industry, Company Size, and Region,” Computer Economics , https://www.computereconomics.com/article.cfm?id=2626 12 CIO Journal , “The Role of Senior Leaders in IT Governance,” The Wall Street Journal , 22 June 2015, https://deloitte.wsj.com/articles/the-role-of-senior-leaders-in-it-governance-1434945783?tesla=y 13 IT Governance Network; “The CIO and IT Governance,” https://www.itgovernance.co.za/3/index.php/general-articles/176-the-cio-and-it-governance 14 De Haes, S.; A. Joshi; T. Huygh; S. Jansen; Board Level IT Governance Research Project , Antwerp Management School, Belgium, September 2016, https://assets.kpmg/content/dam/kpmg/be/pdf/2018/05/Corporate_Governance_Codes_and_Digital_leadership.pdf 15 Op cit Pearce, “Attaining Digital Transformation Readiness” 16 Sharma, A.; “Application Modernization: One of the Critical Levers of Digital Transformation,” CIO , 30 July 2020, https://cio.economictimes.indiatimes.com/news/strategy-and-management/application-modernization-one-of-the-critical-levers-of-digital-transformation/77253867 17 Dogan, C.; From the Basement to the Cloud: The Role of the CIO Over Four Decades , Deloitte Consulting, USA, 2018, https://www2.deloitte.com/content/dam/Deloitte/ar/Documents/technology/THE-ROLE-OF-THE-CIO-OVERF-OUR-DECADES.pdf 18 Op cit Avanade 19 Amadei, L.; “Why Policies and Procedures Matter,” Risk Management , 1 November 2016, http://www.rmmagazine.com/2016/11/01/why-policies-and-procedures-matter/ 20 Op cit Dogan 21 Annacone, A.; “The Four Types of Digital Transformation,” TechNexus on Linkedin, 19 June 2019, https://www.linkedin.com/pulse/4-types-digital-transformation-andrew-annacone/ 22 Davenport, T. H.; T. C. Redman; “Digital Transformation Comes Down to Talent in Four Key Areas,” Harvard Business Review , 21 May 2020, https://hbr.org/2020/05/digital-transformation-comes-down-to-talent-in-4-key-areas 23 Rowles, D.; T. Brown; Building Digital Culture , Kogan Page, United Kingdom, 2017 24 Ghosh, A.; “Digital Transformation of the Workplace,” India Inc., 19 November 2020, https://indiaincgroup.com/digital-transformation-of-the-workplace/ 25 Penfold, P.; “HR Strategies That Help Digital Transformation Succeed,” People Matters, 22 November 2019, https://www.peoplemattersglobal.com/article/hr-technology/hr-strategies-that-help-digital-transformation-succeed-23829 26 Op cit Rowles and Brown 27 Apptio, IT Financial Metrics Primer , USA, https://dsimg.ubm-us.net/envelope/151893/296392/1390318118_WP_-_Apptio_IT_Financial_Metrics_Primer.pdf 28 Dalal, V.; R. Patenge; K. Krishnakanthan; “Tech Debt: Reclaiming Tech Equity,” McKinsey Digital, 6 October 2020, https://www.mckinsey.com/business-functions/mckinsey-digital/our-insights/tech-debt-reclaiming-tech-equity# 29 Op cit Dogan 30 Pearce, G.; “The Sheer Gravity of Underestimating Culture as an IT Governance Risk,” ISACA Journal , vol. 3, 2019, https://www.isaca.org/archives 31 Op cit Pearce, “Attaining Digital Transformation Readiness” 32 The Canadian Press, “Desjardins Says Employee Who Stole Personal Data Also Accessed Credit Card Info,” BNN Bloomberg, 10 December 2019, https://www.bnnbloomberg.ca/desjardins-says-employee-who-stole-personal-data-also-accessed-credit-card-info-1.1360652 33 The Canadian Press, “Series of Gaps Allowed Massive Desjardins Data Breach, Privacy Watchdog Says,” CTV News, 14 December 2020, https://www.ctvnews.ca/business/series-of-gaps-allowed-massive-desjardins-data-breach-privacy-watchdog-says-1.5230179 34 Pearce, G.; “Digital Governance: Closing the Digital Strategy Execution Gap,” ISACA Journal , vol. 2, 2020, https://www.isaca.org/archives 35 Edelman, D. J.; “CIO in Focus: A Global Study,” USA, 2020, https://www.edelman.com/expertise/technology/cio-in-focus 36 Op cit Pearce, “Attaining Digital Transformation Readiness” 37 Halfteck, D.; “Six Steps to Ensure IT Readiness to Drive Digital Transformation,” Access IT Automation, 16 May 2019

Guy Pearce, CGEIT, CDPSE

Has served on governance boards in banking, financial services and a not-for-profit, and as chief executive officer (CEO) of a financial services organization. He has taken an active role in digital transformation since 1999, experiences that led him to create a digital transformation course for the University of Toronto School of Continuing Studies (Ontario, Canada) in 2019. Consulting in digital transformation and governance, Pearce shares more than a decade of experience in data governance and IT governance as an author and as a speaker. He was awarded the ISACA® 2019 Michael Cangemi Best Author award for contributions to IT governance, and he is chief digital officer and chief data officer at Convergence.Tech.

Richard Fullerton, AWS CSA, ITIL, MCAAA, VCP-DCV

Is the IT manager at Native Child and Family Services of Toronto, Ontario, Canada. He is a solutions-oriented IT professional with more than 20 years of experience in the organization and delivery of end-to-end IT projects involving data migrations, server upgrades and configurations, and enterprise-scale software and hardware installations. His areas of expertise include cloud (AWS, Azure, Office 365), virtualization (VMware, Hyper-V, Citrix), and identity and access management. Fullerton is an experienced technical team leader in matrix organizations. He is the recipient of multiple Distinguished Service and Project Leadership awards, and the recipient of a Service Excellence award.

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Infosys Case Study 2021 – Industry, SWOT, Financials & Shareholding

by Jitendra Singh | Mar 3, 2021 | Case Study , Stocks | 0 comments

Infosys Case Study 2021 - Industry, SWOT, Financials & Shareholding

Infosys Case Study and analysis 2021: In this article, we will look into the fundamentals of Infosys, focusing on both qualitative and quantitative aspects. Here, we will perform the SWOT Analysis of Infosys, Michael Porter’s 5 Force Analysis, followed by looking into Infosys key financials. We hope you will find the Infosys case study helpful.

Disclaimer: This article is only for informational purposes and should not be considered any kind of advisory/advice.  Please perform your independent analysis before investing in stocks, or take the help of your investment advisor. The data is collected from  Trade Brains Portal .

Table of Contents

About Infosys and its Business Model

In 1981, Narayana Murthy with a team of six members incorporated Infosys in Pune with an initial capital of just $250 and within the very first year itself, they locked in the deal with Data Basics Corporation of New York.

The theme of the organization is “Sustainable and Resilient” and since its inception, the company has been delivering sustainable solutions. Currently, the company is heavily investing in digital platforms like Data Analysis, Agile Technology, Artificial Technology, Cloud Infrastructure, etc. 

Infosys primarily provides the following products and services :

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  • IT Services (Application Services, IMS, SOA Services, Infrastructure Services, etc.)
  • Engineering Services (Product Engineering, Manufacturing Process, IT Strategies, etc.)
  • BPO Services (Business Platforms, Human Resource Outsourcing, Order Management, etc.)
  • Product and Platforms (Finacle, Infosys ActiveDesk, Infosys Mconnect)

As of FY20, the company has a client base of 1411, which has shown a growth of CAGR 6.62% in the last 4 years. Infosys BPO, Infosys Consulting, Infosys Australia, Infosys China and Infosys Mexico are the subsidiary companies of Infosys. It also has its offices in the top cities of the world like Singapore, New York, Tokyo, Shanghai, etc.

Infosys Case Study – Industry Analysis

As of FY20, the IT-BPM industry of India is worth USD 191 billion, which has been growing 7.7% y-o-y and by 2025, it is estimated to reach USD 350 billion. The Digital Segment has seen rapid growth in recent years and is expected to cover around 38% revenue of the entire industry.  As of FY20, 147 billion USD was contributed by the export revenue and the domestic revenue was at US$40 billion. Indian IT industry exports to more than 80 countries across the world with over 1000 global delivery centres. IT sector of India attracts the second largest FDI inflows as per the report by the Department for Promotion of Industry and Internal Trade.  Currently, India leads the world in sourcing destinations with 75% of global digital talent present in the nation. As per NITI Aayog, by 2035, Artificial Intelligence can boost the nation’s annual growth rate by 1.3%. Currently, the IT industry of India contributes 7.7% to the country’s GDP and is expected to increase its contribution to 10% by 2025. With the growth of AI, Data Analytics and IoT, the demand of India’s cloud market is expected to reach USD 7.1 billion by the end of 2022, signifying a triple fold jump.

Michael Porter’s 5 Force Analysis of Infosys

1. rivalry amongst competitors.

  • IT Industry is a very competitive one with every leading company providing almost similar solutions. Moreover, the competition is not only limited to the nation itself but beyond the boundaries, too as many countries like China are working briskly to provide technologically advanced services at a cheaper cost.

2. A Threat by Substitutes

  • With the world getting greatly dependent on technology, there is almost no substitute for it. In the case of ITeS and BPO segments, the companies can still develop their IT department. However, this trend has witnessed a continuous fall as companies feel that it is better to outsource and focus on their core business rather than investing in the IT department.

3. Barriers to Entry

  • As the IT industry is hugely capital intensive and with rich talent in the digital space, the barriers to entry in the IT Industry are not very high. With the government also extending its help to new tech startups, the competition in this industry is increasing.
  • As technology is changing every second, new companies have to focus on innovation because outdated technology gets no importance, which requires a regular flow of skill and cash. However, some focused niche-based startups can eat up a huge market share of the existing companies. For example, AI, IoT, etc.

4. Bargaining Power of Suppliers

  • India is rich in skilled IT labor, having more than 75% of the global digital talent, that too at a very cheap cost. Moreover, the business is not concentrated on a limited group and the work is distributed over many divisions, which decreases the bargaining power of suppliers.

5. Bargaining Power of Customers

  • Bargaining power in the case of customers is a two-way variable. At first, customers enjoy a very high bargaining power as there are various companies providing quality solutions but when they get installed with the products, the increasing switching costs result in a fall in bargaining power for them. As the company gets dependent on the IT partner for all future updates and technological developments, the bargaining power of customers decreases.

Infosys Case Study – SWOT Analysis

Now, moving forward in our Infosys case study, we will perform the SWOT analysis.

1. Strengths

  • The company has a wonderful brand value and is one of the pioneers in the IT sector as it has been providing end-to-end world-class business solutions consistently. The company enjoys a huge cash reserve with one of the finest corporate governances.
  • Since its inception, the company has been highly focusing on innovation and strengthening its roots in the new technologies especially AI, IoT, etc.

2. Weaknesses

  • Even though the company has made a strong presence worldwide, it still lags in making its dominance within the boundaries of the nation.
  • Nearly 85% of the business is concentrated in North America and few countries of Europe, which makes the business prone to unwanted volatilities and uneven growth.
  • The company is not efficiently focusing on growing economies that are seeing a massive development into technology.
  • As the company is one of the biggest mass recruiters of the nation, it faces a high rate of attrition. This means a lot of employees leave the company for better pay and job, which deteriorates the company’s image.

3. Opportunities

  • Infosys can focus on the emerging economies of the world as the demand for technology will rise hugely there and it can acquire a big market share in those countries coming out as their market leader in the future.
  • As the company has a huge pile of cash in its reserve, it can use it in R&D for the latest technologies, developing world-class products and entering new segments. For example, cloud-based solutions.
  • With the government’s major focus on the digitalization of its undertakings, Infosys can play an important role in the same. Especially in the BFSI sector where Infosys has done a terrific job in the past.
  • As most of the company’s revenue is earned in dollars and euros, it imposes a currency risk on the earnings of the company.
  • Infosys faces stiff competition from its competitors. Well-established companies like TCS, Accenture, etc. eat up the market share. Moreover, intense competition leads to a contraction in margins and a force to invest in the latest technologies.

case study on it sector

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Infosys Management

Nandan Nilekani, who co-founded the company with Narayana Murthy, is the current chairman of the board for Infosys. IITian by degree, he was awarded Padma Bhusan in 2006 and held numerous awards in the corporate world.

Salil Parekh is the Chief Executive Officer and Managing Director of the company, who has more than three decades of experience in the IT services industry. In Jan 2014, Mr Pravin Rao joined the board of the company and he is the COO and Whole-time Director of the same.

Kiran Mazumdar-Shaw, who is also the chairperson and MD of Biocon Limited, is the Lead Independent Director of the company. There are a total of 4 Independent Directors on the board.

Financial Analysis of Infosys

  • Financial Services contribute the maximum for the company (32%), followed by Retail (16.4%). Both Energy Utilities and Communication contribute 12.6% in the total revenue of the company, 9.9% by Manufacturing. Life Sciences and Hi-Tech contribute 6.3% and 7.5% respectively.
  • 60.5% of the company’s business is from North America, followed by Europe which contributes 24.1%. Only 2.5% of the total business is based in India and 12.9% comes from the rest of the world.
  • The company has a 4% software testing services segment market share.
  • As of Mar’20, the company spends 0.91% on R&D as a % of total sales which is falling with every quarter. In Dec’20, Constant Currency Growth in the BFSI sector almost doubled to 12% from the level of 6.2% in the same period the previous year.
  • As of FY20, the Net Profit Margin for the company is 18.33%, which has been continuously falling for the last few years, especially from the level of 22.83% in FY18. However, the 3-year average stands at 19.93%.

case study on it sector

  • 3 Year CAGR Revenue Growth for the company is 9.85% which is almost the same as the last year’s data (9.82%). However, Net Profit Growth has shown a great rise, as in FY20, it was at 7.73% and 3 Yrs CAGR for the same is 4.95%.
  • The company has one of the finest cash flow statements. Cash Flow from Operating Activities has been rising tremendously year after year and so is the outflow in cash flow in financial services; hence, the company pays a good dividend every year from the cash they receive.

case study on it sector

Infosys Financial Ratios

1. profitability ratios.

  • In FY 2016, EBITA Margin for the company was 27.28% and from this level, it has fallen continuously year by year. As of FY20, EBITDA Margin  is at 23.96%
  • Return on Equity for the company has shown a rise in the recent few financial years. As of FY17, RoE for the company was 22.03% which has shown a rise to the level of 25.62% in FY20. The 3 Yr. average RoE for the company is 24.50%.
 EBITA MarginRoE
RoCERoA
26.8337.650.0228.17
23.9625.6234.0119.08
18.9218.9221.4411.26
24.4523.8728.4216.18
20.1917.5520.0511.98
  • An almost similar trend can also be noticed in RoCE, it has risen from the level of 30.57% in FY17 to 34.01% in FY20. The 3 Yr. average RoCE for the company is 32.26%.

case study on it sector

2. Leverage Ratios

  • Quick Ratio and Current Ratio for the company is far above the threshold levels of 2.62% each, which is a very positive sign for the company’s liquidity position.
  • Infosys enjoys a debt-free status and has an Interest Coverage Ratio of 130.45.

case study on it sector

 Quick RatioCurrent RatioInterest Coverage RatioD/E
3.333.3346.720
2.622.62130.450
2.122.1227.390.012
1.621.6228.680.1
2.392.417.720.14

3. Efficiency Ratios

  • The Asset Turnover Ratio for the company is 1.04 as of FY20, which showed an improvement from the level of 0.87 in FY17. This can also be deduced from the increased RoE in the same period as NPM growth is muted for that period.
  • Receivable days for Infosys have increased from the level of 61.74% in FY19 to 66.96% in FY20, indicating the buyers’ bargaining power. Payable days for the company have also increased from the level of 8.9% in FY19 to 15.03% in FY20, which shows the company’s bargaining power over the suppliers.
 Asset Turnover RatioReceivable DaysPayable Days
1.3667.325.8
1.0466.9684.46
1.0671.9547.63
1.0366.7211
0.7561.1861.49

Infosys Case Study – Shareholding Pattern

  • 12.95% shares are owned by the promoters of the company without any pledging of shares, which has been more or less constant from the previous few quarters.
  • FIIs have slightly increased their shareholding from the level of 30.47 in June 2020 Q to 32.26% in the latest quarter. 
  • As of Dec 2020 quarter, DIIs own 23.75% of the company, which has come down from the level of 25.42% in June 2020 Q.
  • 13.78% shareholding is by the public, which has been almost constant for the last few quarters. Also, 17.26% of owners are others who have shown a similar trend.

Closing Thoughts

In this article, we tried to perform a quick Infosys case study. Although there are still many other prospects to look into, however, this guide would have given you a basic idea about Infosys .

What do you think about Infosys fundamentals from the long-term investment point of view? Do let us know in the comment section below. Take care and happy investing!

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  • Globalization
  • The Mouse Charmers: A Case Study of the Indian Information Technology Industry

From Snake Charmers to Mouse Charmers: The Changing Perceptions about Indian IT

It would not be an exaggeration to say that India is an IT (Information Technology) powerhouse. Indeed, the Indian IT Industry is globally recognized for its ability to get quality work done at competitive rates and for its efficiency in churning out Millions of Lines of Code within no time.

Further, the Indian IT Professionals have made a name for themselves worldwide with many of them migrating to the United States, Europe, and Australia to work in the software industries there.

Moreover, the fact that India, which was long associated with poverty and backwardness now boasts of a world class cutting edge IT Industry means that there has been a change in perceptions among Westerners as far as how they view India and Indians are concerned.

Indeed, for much of the last century and half, India was seen as a land of Snake Charmers and other exotic aspects and it was only during the 1980s and the 1990s wherein the accelerated development of the Indian IT Industry changed many views about the country and its people.

Thus, the title of this case study is a play on the old and the new perceptions about India which has now emerged as a leading destination for outsourced work related to IT and software.

Transformation of the Indian IT Industry through the Decades

This remarkable transformation has mainly come about due to the dedicated effort of Millions of young professionals and the pioneers of the Indian IT Industry such as NR Narayana Murthy and Nandan Nilekani of Infosys, Azim Premji of Wipro, and the stalwarts in TCS or Tata Consultancy Services and other leading IT firms.

Indeed, these and other pioneers of IT Industry were instrumental in spearheading the software revolution at a time when the global headwinds were favorable as far as the willingness of Western firms to outsource their IT and Software requirements were concerned as well as due to the readily available pool of talented and skilled as well as qualified base of Engineers.

While the former was related to the globalization of the world economy and the concomitant willingness of the power elite in the West to look Eastward, the latter was mainly due to the deep base of educated Indians who, thanks to the efforts of leaders such as Nehru who setup the IITs (Indian Institutes of Technology) and the RECs (Regional Engineering Colleges) were able to be trained in world class educational institutes.

Further, the Indian IT Industry also benefited from the convergence of globalization and the opening up of the Indian Economy so much so that it can be said that the pioneers of the Indian IT Industry were “in the right place at the right time” to take advantage of the global winds of change.

Storm Clouds on the Horizon and Turbulence Ahead: The Need for a Quantum Leap

Having said that, in recent years, the Indian IT Industry is being hit with turbulence mainly on account of the changing global economic and political landscape as well as to the very real aspect of the Industry reaching a saturation point in its business models and the nature of its work.

Moreover, the Indian IT Industry is yet to take the next “Quantum Leap” into higher value adding work in areas such as AI or Artificial Intelligence, Cloud Computing, and Robotics and this is the reason why there are some worries about the future directions of the industry.

As the United States under President Trump and the United Kingdom after Brexit, begin to look inward, chances are that Indian IT firms would have to rethink their business model of Onsite and offshore work since the former requires Visas for their employees which are becoming hard to come by.

Moreover, with the global economy yet to recover fully from the Global Financial Crisis of 2008, it is also the case that Western firms would prefer to not outsource their projects. Adding to this is the real competition from other low wage countries such as Philippines and China which are attempting to replicate the low cost, lower value adding work that many Indian IT firms specialize in.

The Need for Moving Up the Value Chain

This means that Indian IT firms need to move up the value chain and not get stuck in the past. Apart from this, world over, many firms are turning to cloud and Agile methodologies to manage their applications and this reduces the need for extensive work by large teams of coders and maintenance and support experts and instead, what is needed are a small and flexible as well as highly agile pool of experts who can be fungible in their skill sets and modes of working.

Thus, Digital and the new modes of work mean that Indian IT Firms are transitioning to the New Paradigm, though, not as smoothly or frictionless as envisaged and this is the reason for the layoffs and the staff redundancies in the leading Indian IT companies.

Impact of Cultural Factors and the Way Ahead

As the preceding discussion highlighted, the time for change is now and despite the odds, many experts believe that Indian IT Firms have “what it takes within them” to undertake this Paradigm Shift.

However, there is another worrying trend that has manifested itself in recent years and this is the very real aspect of Cultural Factors playing an outsize role as far as Indian IT Firms are concerned. Indeed, the Indian IT Industry has long been cosmopolitan and liberal in its cultural orientation and it is only recently, that some experts have noticed the increasing localization taking over from the hitherto global outlook of the sector.

While the bread and butter of the Indian IT Industry would continue to be globalized work, the same cannot be said of the internal outlook which can be purely local in orientation. Though this is a global trend as explained earlier, one must be cautious about mimicking it in India as any work that is done for a global clientele must also be done with such orientation.

To conclude, the Indian IT Industry has come a long way from the initial years of its inception and it is hoped that it would also meet the new challenges head on and emerge as a trailblazer again.

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40 Detailed Artificial Intelligence Case Studies [2024]

In this dynamic era of technological advancements, Artificial Intelligence (AI) emerges as a pivotal force, reshaping the way industries operate and charting new courses for business innovation. This article presents an in-depth exploration of 40 diverse and compelling AI case studies from across the globe. Each case study offers a deep dive into the challenges faced by companies, the AI-driven solutions implemented, their substantial impacts, and the valuable lessons learned. From healthcare and finance to transportation and retail, these stories highlight AI’s transformative power in solving complex problems, optimizing processes, and driving growth, offering insightful glimpses into the potential and versatility of AI in shaping our world.

Related: How to Become an AI Thought Leader?

1. IBM Watson Health: Revolutionizing Patient Care with AI

Task/Conflict: The healthcare industry faces challenges in handling vast amounts of patient data, accurately diagnosing diseases, and creating effective treatment plans. IBM Watson Health aimed to address these issues by harnessing AI to process and analyze complex medical information, thus improving the accuracy and efficiency of patient care.

Solution: Utilizing the cognitive computing capabilities of IBM Watson, this solution involves analyzing large volumes of medical records, research papers, and clinical trial data. The system uses natural language processing to understand and process medical jargon, making sense of unstructured data to aid medical professionals in diagnosing and treating patients.

Overall Impact:

  • Enhanced accuracy in patient diagnosis and treatment recommendations.
  • Significant improvement in personalized healthcare services.

Key Learnings:

  • AI can complement medical professionals’ expertise, leading to better healthcare outcomes.
  • The integration of AI in healthcare can lead to significant advancements in personalized medicine.

2. Google DeepMind’s AlphaFold: Unraveling the Mysteries of Protein Folding

Task/Conflict: The scientific community has long grappled with the protein folding problem – understanding how a protein’s amino acid sequence determines its 3D structure. Solving this problem is crucial for drug discovery and understanding diseases at a molecular level, yet it remained a formidable challenge due to the complexity of biological structures.

Solution: AlphaFold, developed by Google DeepMind, is an AI model trained on vast datasets of known protein structures. It assesses the distances and angles between amino acids to predict how a protein folds, outperforming existing methods in terms of speed and accuracy. This breakthrough represents a major advancement in computational biology.

  • Significant acceleration in drug discovery and disease understanding.
  • Set a new benchmark for computational methods in biology.
  • AI’s predictive power can solve complex biological problems.
  • The application of AI in scientific research can lead to groundbreaking discoveries.

3. Amazon: Transforming Supply Chain Management through AI

Task/Conflict: Managing a global supply chain involves complex challenges like predicting product demand, optimizing inventory levels, and streamlining logistics. Amazon faced the task of efficiently managing its massive inventory while minimizing costs and meeting customer demands promptly.

Solution: Amazon employs sophisticated AI algorithms for predictive inventory management, which forecast product demand based on various factors like buying trends, seasonality, and market changes. This system allows for real-time adjustments, adapting swiftly to changing market dynamics.

  • Reduced operational costs through efficient inventory management.
  • Improved customer satisfaction with timely deliveries and availability.
  • AI can significantly enhance supply chain efficiency and responsiveness.
  • Predictive analytics in inventory management leads to reduced waste and cost savings.

4. Tesla’s Autonomous Vehicles: Driving the Future of Transportation

Task/Conflict: The development of autonomous vehicles represents a major technological and safety challenge. Tesla aimed to create self-driving cars that are not only reliable and safe but also capable of navigating complex traffic conditions without human intervention.

Solution: Tesla’s solution involves advanced AI and machine learning algorithms that process data from various sensors and cameras to understand and navigate the driving environment. Continuous learning from real-world driving data allows the system to improve over time, making autonomous driving safer and more efficient.

  • Leadership in the autonomous vehicle sector, enhancing road safety.
  • Continuous improvements in self-driving technology through AI-driven data analysis.
  • Continuous data analysis is key to advancing autonomous driving technologies.
  • AI can significantly improve road safety and driving efficiency.

Related: High-Paying AI Career Options

5. Zara: Fashioning the Future with AI in Retail

Task/Conflict: In the fast-paced fashion industry, predicting trends and managing inventory efficiently are critical for success. Zara faced the challenge of quickly adapting to changing fashion trends while avoiding overstock and meeting consumer demand.

Solution: Zara employs AI algorithms to analyze fashion trends, customer preferences, and sales data. The AI system also assists in managing inventory, ensuring that popular items are restocked promptly and that stores are not overburdened with unsold products. This approach optimizes both production and distribution.

  • Increased sales and profitability through optimized inventory.
  • Enhanced customer satisfaction by aligning products with current trends.
  • AI can accurately predict consumer behavior and trends.
  • Effective inventory management through AI can significantly impact business success.

6. Netflix: Personalizing Entertainment with AI

Task/Conflict: In the competitive streaming industry, providing a personalized user experience is key to retaining subscribers. Netflix needed to recommend relevant content to each user from its vast library, ensuring that users remained engaged and satisfied.

Solution: Netflix developed an advanced AI-driven recommendation engine that analyzes individual viewing habits, ratings, and preferences. This personalized approach keeps users engaged, as they are more likely to find content that interests them, enhancing their overall viewing experience.

  • Increased viewer engagement and longer watch times.
  • Higher subscription retention rates due to personalized content.
  • Personalized recommendations significantly enhance user experience.
  • AI-driven content curation is essential for success in digital entertainment.

7. Airbus: Elevating Aircraft Maintenance with AI

Task/Conflict: Aircraft maintenance is crucial for ensuring flight safety and operational efficiency. Airbus faced the challenge of predicting maintenance needs to prevent equipment failures and reduce downtime, which is critical in the aviation industry.

Solution: Airbus implemented AI algorithms for predictive maintenance, analyzing data from aircraft sensors to identify potential issues before they lead to failures. This system assesses the condition of various components, predicting when maintenance is needed. The solution not only enhances safety but also optimizes maintenance schedules, reducing unnecessary inspections and downtime.

  • Decreased maintenance costs and reduced aircraft downtime.
  • Improved safety with proactive maintenance measures.
  • AI can predict and prevent potential equipment failures.
  • Predictive maintenance is essential for operational efficiency and safety in aviation.

8. American Express: Securing Transactions with AI

Task/Conflict: Credit card fraud is a significant issue in the financial sector, leading to substantial losses and undermining customer trust. American Express needed an efficient way to detect and prevent fraudulent transactions in real-time.

Solution: American Express utilizes machine learning models to analyze transaction data. These models identify unusual patterns and behaviors indicative of fraud. By constant learning from refined data, the system becomes increasingly accurate in detecting fraudulent activities, providing real-time alerts and preventing unauthorized transactions.

  • Minimized financial losses due to reduced fraudulent activities.
  • Enhanced customer trust and security in financial transactions.
  • Machine learning is highly effective in fraud detection.
  • Real-time data analysis is crucial for preventing financial fraud.

Related: Is AI a Good Career Option for Women?

9. Stitch Fix: Tailoring the Future of Fashion Retail

Task/Conflict: In the competitive fashion retail industry, providing a personalized shopping experience is key to customer satisfaction and business growth. Stitch Fix aimed to offer customized clothing selections to each customer, based on their unique preferences and style.

Solution: Stitch Fix uses AI and algorithms analyze customer feedback, style preferences, and purchase history to recommend clothing items. This personalized approach is complemented by human stylists, ensuring that each customer receives a tailored selection that aligns with their individual style.

  • Increased customer satisfaction through personalized styling services.
  • Business growth driven by a unique, AI-enhanced shopping experience.
  • AI combined with human judgment can create highly effective personalization.
  • Tailoring customer experiences using AI leads to increased loyalty and business success.

10. Baidu: Breaking Language Barriers with Voice Recognition

Task/Conflict: Voice recognition technology faces the challenge of accurately understanding and processing speech in various languages and accents. Baidu aimed to enhance its voice recognition capabilities to provide more accurate and user-friendly interactions in multiple languages.

Solution: Baidu employs deep learning algorithms for voice and speech recognition, training its system on a diverse range of languages and dialects. This approach allows for more accurate recognition of speech patterns, enabling the technology to understand and respond to voice commands more effectively. The system continuously improves as it processes more voice data, making technology more accessible to users worldwide.

  • Enhanced user interaction with technology in multiple languages.
  • Reduced language barriers in voice-activated services and devices.
  • AI can effectively bridge language gaps in technology.
  • Continuous learning from diverse data sets is key to improving voice recognition.

11. JP Morgan: Revolutionizing Legal Document Analysis with AI

Task/Conflict: Analyzing legal documents, such as contracts, is a time-consuming and error-prone process. JP Morgan sought to streamline this process, reducing the time and effort required while increasing accuracy.

Solution: JP Morgan implemented an AI-powered tool, COIN (Contract Intelligence), to analyze legal documents quickly and accurately. COIN uses NLP to interpret and extract relevant information from contracts, significantly reducing the time required for document review.

  • Dramatic reduction in time required for legal document analysis.
  • Increased accuracy and reduced human error in contract interpretation.
  • AI can efficiently handle large volumes of data, offering speed and accuracy.
  • Automation in legal processes can significantly enhance operational efficiency.

12. Microsoft: AI for Accessibility

Task/Conflict: People with disabilities often face challenges in accessing technology. Microsoft aimed to create AI-driven tools to enhance accessibility, especially for individuals with visual, hearing, or cognitive impairments.

Solution: Microsoft developed a range of AI-powered tools including applications for voice recognition, visual assistance, and cognitive support, making technology more accessible and user-friendly. For instance, Seeing AI, an app developed by Microsoft, helps visually impaired users to understand their surroundings by describing people, texts, and objects.

  • Improved accessibility and independence for people with disabilities.
  • Creation of more inclusive technology solutions.
  • AI can significantly contribute to making technology accessible for all.
  • Developing inclusive technology is essential for societal progress.

Related: How to get an Internship in AI?

13. Alibaba’s City Brain: Revolutionizing Urban Traffic Management

Task/Conflict: Urban traffic congestion is a major challenge in many cities, leading to inefficiencies and environmental concerns. Alibaba’s City Brain project aimed to address this issue by using AI to optimize traffic flow and improve public transportation in urban areas.

Solution: City Brain uses AI to analyze real-time data from traffic cameras, sensors, and GPS systems. It processes this information to predict traffic patterns and optimize traffic light timing, reducing congestion. The system also provides data-driven insights for urban planning and emergency response coordination, enhancing overall city management.

  • Significant reduction in traffic congestion and improved urban transportation.
  • Enhanced efficiency in city management and emergency response.
  • AI can effectively manage complex urban systems.
  • Data-driven solutions are key to improving urban living conditions.

14. Deep 6 AI: Accelerating Clinical Trials with Artificial Intelligence

Task/Conflict: Recruiting suitable patients for clinical trials is often a slow and cumbersome process, hindering medical research. Deep 6 AI sought to accelerate this process by quickly identifying eligible participants from a vast pool of patient data.

Solution: Deep 6 AI employs AI to sift through extensive medical records, identifying potential trial participants based on specific criteria. The system analyzes structured and unstructured data, including doctor’s notes and diagnostic reports, to find matches for clinical trials. This approach significantly speeds up the recruitment process, enabling faster trial completions and advancements in medical research.

  • Quicker recruitment for clinical trials, leading to faster research progress.
  • Enhanced efficiency in medical research and development.
  • AI can streamline the patient selection process for clinical trials.
  • Efficient recruitment is crucial for the advancement of medical research.

15. NVIDIA: Revolutionizing Gaming Graphics with AI

Task/Conflict: Enhancing the realism and performance of gaming graphics is a continuous challenge in the gaming industry. NVIDIA aimed to revolutionize gaming visuals by leveraging AI to create more realistic and immersive gaming experiences.

Solution: NVIDIA’s AI-driven graphic processing technologies, such as ray tracing and deep learning super sampling (DLSS), provide highly realistic and detailed graphics. These technologies use AI to render images more efficiently, improving game performance without compromising on visual quality. This innovation sets new standards in gaming graphics, making games more lifelike and engaging.

  • Elevated gaming experiences with state-of-the-art graphics.
  • Set new industry standards for graphic realism and performance.
  • AI can significantly enhance creative industries, like gaming.
  • Balancing performance and visual quality is key to gaming innovation.

16. Palantir: Mastering Data Integration and Analysis with AI

Task/Conflict: Integrating and analyzing large-scale, diverse datasets is a complex task, essential for informed decision-making in various sectors. Palantir Technologies faced the challenge of making sense of vast amounts of data to provide actionable insights for businesses and governments.

Solution: Palantir developed AI-powered platforms that integrate data from multiple sources, providing a comprehensive view of complex systems. These platforms use machine learning to analyze data, uncover patterns, and predict outcomes, assisting in strategic decision-making. This solution enables users to make informed decisions in real-time, based on a holistic understanding of their data.

  • Enhanced decision-making capabilities in complex environments.
  • Greater insights and efficiency in data analysis across sectors.
  • Effective data integration is crucial for comprehensive analysis.
  • AI-driven insights are essential for strategic decision-making.

Related: Surprising AI Facts & Statistics

17. Blue River Technology: Sowing the Seeds of AI in Agriculture

Task/Conflict: The agriculture industry faces challenges in increasing efficiency and sustainability while minimizing environmental impact. Blue River Technology aimed to enhance agricultural practices by using AI to make farming more precise and efficient.

Solution: Blue River Technology developed AI-driven agricultural robots that perform tasks like precise planting and weed control. These robots use ML to identify plants and make real-time decisions, such as applying herbicides only to weeds. This targeted approach reduces chemical usage and promotes sustainable farming practices, leading to better crop yields and environmental conservation.

  • Significant reduction in chemical usage in farming.
  • Increased crop yields through precision agriculture.
  • AI can contribute significantly to sustainable agricultural practices.
  • Precision farming is key to balancing productivity and environmental conservation.

18. Salesforce: Enhancing Customer Relationship Management with AI

Task/Conflict: In the realm of customer relationship management (CRM), personalizing interactions and gaining insights into customer behavior are crucial for business success. Salesforce aimed to enhance CRM capabilities by integrating AI to provide personalized customer experiences and actionable insights.

Solution: Salesforce incorporates AI-powered tools into its CRM platform, enabling businesses to personalize customer interactions, automate responses, and predict customer needs. These tools analyze customer data, providing insights that help businesses tailor their strategies and communications. The AI integration not only improves customer engagement but also streamlines sales and marketing efforts.

  • Improved customer engagement and satisfaction.
  • Increased business growth through tailored marketing and sales strategies.
  • AI-driven personalization is key to successful customer relationship management.
  • Leveraging AI for data insights can significantly impact business growth.

19. OpenAI: Transforming Natural Language Processing

Task/Conflict: OpenAI aimed to advance NLP by developing models capable of generating coherent and contextually relevant text, opening new possibilities in AI-human interaction.

Solution: OpenAI developed the Generative Pre-trained Transformer (GPT) models, which use deep learning to generate text that closely mimics human language. These models are trained on vast datasets, enabling them to understand context and generate responses in a conversational and coherent manner.

  • Pioneered advancements in natural language understanding and generation.
  • Expanded the possibilities for AI applications in communication.
  • AI’s ability to mimic human language has vast potential applications.
  • Advancements in NLP are crucial for improving AI-human interactions.

20. Siemens: Pioneering Industrial Automation with AI

Task/Conflict: Industrial automation seeks to improve productivity and efficiency in manufacturing processes. Siemens faced the challenge of optimizing these processes using AI to reduce downtime and enhance output quality.

Solution: Siemens employs AI-driven solutions for predictive maintenance and process optimization to reduce downtime in industrial settings. Additionally, AI optimizes manufacturing processes, ensuring quality and efficiency.

  • Increased productivity and reduced downtime in industrial operations.
  • Enhanced quality and efficiency in manufacturing processes.
  • AI is a key driver in the advancement of industrial automation.
  • Predictive analytics are crucial for maintaining efficiency in manufacturing.

Related: Top Books for Learning AI

21. Ford: Driving Safety Innovation with AI

Task/Conflict: Enhancing automotive safety and providing effective driver assistance systems are critical challenges in the auto industry. Ford aimed to leverage AI to improve vehicle safety features and assist drivers in real-time decision-making.

Solution: Ford integrated AI into its advanced driver assistance systems (ADAS) to provide features like adaptive cruise control, lane-keeping assistance, and collision avoidance. These systems use sensors and cameras to gather data, which AI processes to make split-second decisions that enhance driver safety and vehicle performance.

  • Improved safety features in vehicles, minimizing accidents and improving driver confidence.
  • Enhanced driving experience with intelligent assistance features.
  • AI can highly enhance safety in the automotive industry.
  • Real-time data processing and decision-making are essential for effective driver assistance systems.

22. HSBC: Enhancing Banking Security with AI

Task/Conflict: As financial transactions increasingly move online, banks face heightened risks of fraud and cybersecurity threats. HSBC needed to bolster its protective measures to secure user data and prevent scam.

Solution: HSBC employed AI-driven security systems to observe transactions and identify suspicious activities. The AI models analyze patterns in customer behavior and flag anomalies that could indicate fraudulent actions, allowing for immediate intervention. This helps in minimizing the risk of financial losses and protects customer trust.

  • Strengthened security measures and reduced incidence of fraud.
  • Maintained high levels of customer trust and satisfaction.
  • AI is critical in enhancing security in the banking sector.
  • Proactive fraud detection can prevent significant financial losses.

23. Unilever: Optimizing Supply Chain with AI

Task/Conflict: Managing a global supply chain involves complexities related to logistics, demand forecasting, and sustainability practices. Unilever sought to enhance its supply chain efficiency while promoting sustainability.

Solution: Unilever implemented AI to optimize its supply chain operations, from raw material sourcing to distribution. AI algorithms analyze data to forecast demand, improve inventory levels, and minimize waste. Additionally, AI helps in selecting sustainable practices and suppliers, aligning with Unilever’s commitment to environmental responsibility.

  • Enhanced efficiency and reduced costs in supply chain operations.
  • Better sustainability practices, reducing environmental impact.
  • AI can highly optimize supply chain management.
  • Integrating AI with sustainability initiatives can lead to environmentally responsible operations.

24. Spotify: Personalizing Music Experience with AI

Task/Conflict: In the competitive music streaming industry, providing a personalized listening experience is crucial for user engagement and retention. Spotify needed to tailor music recommendations to individual tastes and preferences.

Solution: Spotify utilizes AI-driven algorithms to analyze user listening habits, preferences, and contextual data to recommend music tracks and playlists. This personalization ensures that users are continually engaged and discover new music that aligns with their tastes, enhancing their overall listening experience.

  • Increased customer engagement and time spent on the platform.
  • Higher user satisfaction and subscription retention rates.
  • Personalized content delivery is key to user retention in digital entertainment.
  • AI-driven recommendations significantly enhance user experience.

Related: How can AI be used in Instagram Marketing?

25. Walmart: Revolutionizing Retail with AI

Task/Conflict: Retail giants like Walmart face challenges in inventory management and providing a high-quality customer service experience. Walmart aimed to use AI to optimize these areas and enhance overall operational efficacy.

Solution: Walmart deployed AI technologies across its stores to manage inventory levels effectively and enhance customer service. AI systems predict product demand to optimize stock levels, while AI-driven robots assist in inventory management and customer service, such as guiding customers in stores and handling queries.

  • Improved inventory management, reducing overstock and shortages.
  • Enhanced customer service experience in stores.
  • AI can streamline retail operations significantly.
  • Enhanced customer service through AI leads to better customer satisfaction.

26. Roche: Innovating Drug Discovery with AI

Task/Conflict: The pharmaceutical industry faces significant challenges in drug discovery, requiring vast investments of time and resources. Roche aimed to utilize AI to streamline the drug development process and enhance the discovery of new therapeutics.

Solution: Roche implemented AI to analyze medical data and simulate drug interactions, speeding up the drug discovery process. AI models predict the effectiveness of compounds and identify potential candidates for further testing, significantly minimizing the time and cost related with traditional drug development procedures.

  • Accelerated drug discovery processes, bringing new treatments to market faster.
  • Reduced costs and increased efficiency in pharmaceutical research.
  • AI can greatly accelerate the drug discovery process.
  • Cost-effective and efficient drug development is possible with AI integration.

27. IKEA: Enhancing Customer Experience with AI

Task/Conflict: In the competitive home furnishings market, enhancing the customer shopping experience is crucial for success. IKEA aimed to use AI to provide innovative design tools and improve customer interaction.

Solution: IKEA introduced AI-powered tools such as virtual reality apps that allow consumers to visualize furniture before buying. These tools help customers make more informed decisions and enhance their shopping experience. Additionally, AI chatbots assist with customer service inquiries, providing timely and effective support.

  • Improved customer decision-making and satisfaction with interactive tools.
  • Enhanced efficiency in customer service.
  • AI can transform the retail experience by providing innovative customer interaction tools.
  • Effective customer support through AI can enhance brand loyalty and satisfaction.

28. General Electric: Optimizing Energy Production with AI

Task/Conflict: Managing energy production efficiently while predicting and mitigating potential issues is crucial for energy companies. General Electric (GE) aimed to improve the efficiency and reliability of its energy production facilities using AI.

Solution: GE integrated AI into its energy management systems to enhance power generation and distribution. AI algorithms predict maintenance needs and optimize energy production, ensuring efficient operation and reducing downtime. This predictive maintenance approach saves costs and enhances the reliability of energy production.

  • Increased efficiency in energy production and distribution.
  • Reduced operational costs and enhanced system reliability.
  • Predictive maintenance is crucial for cost-effective and efficient energy management.
  • AI can significantly improve the predictability and efficiency of energy production.

Related: Use of AI in Sales

29. L’Oréal: Transforming Beauty with AI

Task/Conflict: Personalization in the beauty industry enhances customer satisfaction and brand loyalty. L’Oréal aimed to personalize beauty products and experiences for its diverse customer base using AI.

Solution: L’Oréal leverages AI to assess consumer data and provide personalized product suggestions. AI-driven tools assess skin types and preferences to recommend the best skincare and makeup products. Additionally, virtual try-on apps powered by AI allow customers to see how products would look before making a purchase.

  • Enhanced personalization of beauty products and experiences.
  • Increased customer engagement and satisfaction.
  • AI can provide highly personalized experiences in the beauty industry.
  • Data-driven personalization enhances customer satisfaction and brand loyalty.

30. The Weather Company: AI-Predicting Weather Patterns

Task/Conflict: Accurate weather prediction is vital for planning and safety in various sectors. The Weather Company aimed to enhance the accuracy of weather forecasts and provide timely weather-related information using AI.

Solution: The Weather Company employs AI to analyze data from weather sensors, satellites, and historical weather patterns. AI models improve the accuracy of weather predictions by identifying trends and anomalies. These enhanced forecasts help in better planning and preparedness for weather events, benefiting industries like agriculture, transportation, and public safety.

  • Improved accuracy in weather forecasting.
  • Better preparedness and planning for adverse weather conditions.
  • AI can enhance the precision of meteorological predictions.
  • Accurate weather forecasting is crucial for safety and operational planning in multiple sectors.

31. Cisco: Securing Networks with AI

Task/Conflict: As cyber threats evolve and become more sophisticated, maintaining robust network security is crucial for businesses. Cisco aimed to leverage AI to enhance its cybersecurity measures, detecting and responding to threats more efficiently.

Solution: Cisco integrated AI into its cybersecurity framework to analyze network traffic and identify unusual patterns indicative of cyber threats. This AI-driven approach allows for real-time threat detection and automated responses, thus improving the speed and efficacy of security measures.

  • Strengthened network security with faster threat detection.
  • Reduced manual intervention by automating threat responses.
  • AI is essential in modern cybersecurity for real-time threat detection.
  • Automating responses can significantly enhance network security protocols.

32. Adidas: AI in Sports Apparel Manufacturing

Task/Conflict: To maintain competitive advantage in the fast-paced sports apparel market, Adidas sought to innovate its manufacturing processes by incorporating AI to improve efficiency and product quality.

Solution: Adidas employed AI-driven robotics and automation technologies in its factories to streamline the production process. These AI systems optimize manufacturing workflows, enhance quality control, and reduce waste by precisely cutting fabrics and assembling materials according to exact specifications.

  • Increased production efficacy and reduced waste.
  • Enhanced consistency and quality of sports apparel.
  • AI-driven automation can revolutionize manufacturing processes.
  • Precision and efficiency in production lead to higher product quality and sustainability.

Related: How can AI be used in Disaster Management?

33. KLM Royal Dutch Airlines: AI-Enhanced Customer Service

Task/Conflict: Enhancing the customer service experience in the airline industry is crucial for customer satisfaction and loyalty. KLM aimed to provide immediate and effective assistance to its customers by integrating AI into their service channels.

Solution: KLM introduced an AI-powered chatbot, which provides 24/7 customer service across multiple languages. The chatbot handles inquiries about flight statuses, bookings, and baggage policies, offering quick and accurate responses. This AI solution helps manage customer interactions efficiently, especially during high-volume periods.

  • Improved customer service efficiency and responsiveness.
  • Increased customer satisfaction through accessible and timely support.
  • AI chatbots can highly improve user service in high-demand industries.
  • Effective communication through AI leads to better customer engagement and loyalty.

34. Novartis: AI in Drug Formulation

Task/Conflict: The pharmaceutical industry requires rapid development and formulation of new drugs to address emerging health challenges. Novartis aimed to use AI to expedite the drug formulation process, making it faster and more efficient.

Solution: Novartis applied AI to simulate and predict how different formulations might behave, speeding up the lab testing phase. AI algorithms analyze vast amounts of data to predict the stability and efficacy of drug formulations, allowing researchers to focus on the most promising candidates.

  • Accelerated drug formulation and reduced time to market.
  • Improved efficacy and stability of pharmaceutical products.
  • AI can significantly shorten the drug development lifecycle.
  • Predictive analytics in pharmaceutical research can lead to more effective treatments.

35. Shell: Optimizing Energy Resources with AI

Task/Conflict: In the energy sector, optimizing exploration and production processes for efficiency and sustainability is crucial. Shell sought to harness AI to enhance its oil and gas operations, making them more efficient and less environmentally impactful.

Solution: Shell implemented AI to analyze geological data and predict drilling outcomes, optimizing resource extraction. AI algorithms also adjust production processes in real time, improving operational proficiency and minimizing waste.

  • Improved efficiency and sustainability in energy production.
  • Reduced environmental impact through optimized resource management.
  • Automation can enhance the effectiveness and sustainability of energy production.
  • Real-time data analysis is crucial for optimizing exploration and production.

36. Procter & Gamble: AI in Consumer Goods Production

Task/Conflict: Maintaining operational efficiency and innovating product development are key challenges in the consumer goods industry. Procter & Gamble (P&G) aimed to integrate AI into their operations to enhance these aspects.

Solution: P&G employs AI to optimize its manufacturing processes and predict market trends for product development. AI-driven data analysis helps in managing supply chains and production lines efficiently, while AI in market research informs new product development, aligning with consumer needs.

  • Enhanced operational efficacy and minimized production charges.
  • Improved product innovation based on consumer data analysis.
  • AI is crucial for optimizing manufacturing and supply chain processes.
  • Data-driven product development leads to more successful market introductions.

Related: Use of AI in the Navy

37. Disney: Creating Magical Experiences with AI

Task/Conflict: Enhancing visitor experiences in theme parks and resorts is a priority for Disney. They aimed to use AI to create personalized and magical experiences for guests, improving satisfaction and engagement.

Solution: Disney utilizes AI to manage park operations, personalize guest interactions, and enhance entertainment offerings. AI algorithms predict visitor traffic and optimize attractions and staff deployment. Personalized recommendations for rides, shows, and dining options enhance the guest experience by leveraging data from past visits and preferences.

  • Enhanced guest satisfaction through personalized experiences.
  • Improved operational efficiency in park management.
  • AI can transform the entertainment and hospitality businesses by personalizing consumer experiences.
  • Efficient management of operations using AI leads to improved customer satisfaction.

38. BMW: Reinventing Mobility with Autonomous Driving

Task/Conflict: The future of mobility heavily relies on the development of safe and efficient autonomous driving technologies. BMW aimed to dominate in this field by incorporating AI into their vehicles.

Solution: BMW is advancing its autonomous driving capabilities through AI, using sophisticated machine learning models to process data from vehicle sensors and external environments. This technology enables vehicles to make intelligent driving decisions, improving safety and passenger experiences.

  • Pioneering advancements in autonomous vehicle technology.
  • Enhanced safety and user experience in mobility.
  • AI is crucial for the development of autonomous driving technologies.
  • Safety and reliability are paramount in developing AI-driven vehicles.

39. Mastercard: Innovating Payment Solutions with AI

Task/Conflict: In the digital age, securing online transactions and enhancing payment processing efficiency are critical challenges. Mastercard aimed to leverage AI to address these issues, ensuring secure and seamless payment experiences for users.

Solution: Mastercard integrates AI to monitor transactions in real time, detect fraudulent activities, and enhance the efficiency of payment processing. AI algorithms analyze spending patterns and flag anomalies, while also optimizing authorization processes to reduce false declines and improve user satisfaction.

  • Strengthened security and reduced fraud in transactions.
  • Improved efficiency and user experience in payment processing.
  • AI is necessary for securing and streamlining expense systems.
  • Enhanced transaction processing efficiency leads to higher customer satisfaction.

40. AstraZeneca: Revolutionizing Oncology with AI

Task/Conflict: Advancing cancer research and developing effective treatments is a pressing challenge in healthcare. AstraZeneca aimed to utilize AI to revolutionize oncology research, enhancing the development and personalization of cancer treatments.

Solution: AstraZeneca employs AI to analyze genetic data and clinical trial results, identifying potential treatment pathways and personalizing therapies based on individual genetic profiles. This approach accelerates the development of targeted treatments and improves the efficacy of cancer therapies.

  • Accelerated innovation and personalized treatment in oncology.
  • Better survival chances for cancer patients.
  • AI can significantly advance personalized medicine in oncology.
  • Data-driven approaches in healthcare lead to better treatment outcomes and innovations.

Related: How can AI be used in Tennis?

Closing Thoughts

These 40 case studies illustrate the transformative power of AI across various industries. By addressing specific challenges and leveraging AI solutions, companies have achieved remarkable outcomes, from enhancing customer experiences to solving complex scientific problems. The key learnings from these cases underscore AI’s potential to revolutionize industries, improve efficiencies, and open up new possibilities for innovation and growth.

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15 Real-Life Case Study Examples & Best Practices

15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Real-Life Case Study Examples

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

  • A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
  • Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
  • Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
  • Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

  • Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
  • Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
  • Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
  • Solution: Explain how your product or service specifically addressed your customer's challenges.
  • Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
  • Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
  • Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
  • Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Parts of a Case Study Infographic

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Case Study Examples

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

  • Collaborate on designs , mockups and wireframes with your non-design colleagues
  • Lock down your branding to maintain brand consistency throughout your designs
  • Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

Simplify content creation and brand management for your team

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

Case Study Examples

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Case Study Examples

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

Financial Case Study

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

UX Case Study

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

Case Study Examples

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

Ecommerce One Pager Case Study

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Case Study Examples

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Case Study Examples

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

Fuji Xerox Australia Business Equipment Case Study

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

Case Study Examples

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

Search Marketing Case Study

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

Case Study Examples

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

Satisfied Client Testimonial Ad Square

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Case Study Examples

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

Patagonia Case Study

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Case Study Examples

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Case Study Examples

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Case Study Examples

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

case study on it sector

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Case Study Examples

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

  • Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
  • Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
  • Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
  • Craft a compelling headline: Include figures or percentages that draw attention to your case study.
  • Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
  • Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
  • Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

  • Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
  • Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
  • Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
  • Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
  • Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

  • Case studies showcase a specific solution and outcome for specific customer challenges.
  • It attracts potential customers with similar challenges.
  • It builds trust and credibility with potential customers.
  • It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

  • Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
  • It relies heavily on customer cooperation and willingness to share information.
  • It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

  • Illustrative case study.
  • Instrumental case study.
  • Intrinsic case study.
  • Descriptive case study.
  • Explanatory case study.
  • Exploratory case study.
  • Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

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CLIENT IT SOLUTION CASE STUDIES

A look at what’s working.

We base our success on the success of our customers. Whether they’ve come to us for a software recommendation or a holistic shift in the way they handle their IT, we’re proud to say that for over 50 years we’ve helped organizations in many different industries build IT systems that propel their business forward.

Here are a few examples:

Unposed group of creative business people in an open concept office brainstorming their next project.-4

Complete Network & IT Support Transition

Non-profit organization   |   100 employees.

This non-profit organization was looking to move their IT support away from a larger hospital organization. DP Solutions established a transition plan to assist them in gaining their technological independence and managed IT support.

View More >

Healthcare Managed Services-min

Healthcare Managed Services & Cloud IT

Healthcare organization   |   80 employees.

With no technical staff in the business, this   medical organization   teamed up with DP Solutions to manage their technology in 2010. When the organization came on as a client, only a handful of employees had email, and those that did were using personal email accounts for the business. This caused a lot of security, efficiency, and   compliance   challenges for the organization.  

Microsoft Azure-min

Microsoft Azure Cloud Server Migration

Insurance company   |   15 employees.

With only 15 employees, this long-standing Baltimore-based insurance company might have a small staff, but their technology footprint is significant. They needed to refresh their very large existing systems. DPS helped them consolidate their system and migrate to the Cloud.

Managed IT services - cloud hosting-min

Managed IT Services & Cloud Hosting

Association   |   22 employees.

This Northern Virginia-based transportation association was looking to move their infrastructure to the cloud, and their existing IT provider was unable to support these needs. The organization needed a managed services provider (MSP) that was organized, stable, experienced, and could get them spun up in the cloud quickly. 

Virtual desktop infrastructure-min

Virtual Desktop Infrastructure

Non-profit organization  |   100 employees.

This Baltimore-based non-profit organization was outgrowing their existing shared remote desktop environment, which was limiting user productivity and causing administrators to spend a lot of valuable time on support issues. The lack of suitable resources was leading to employee dissatisfaction, as technical difficulties kept the staff from performing their duties effectively. Essentially, the organization’s existing environment was no longer working for them. That's when DP Solutions  brought the idea of Virtual Desktop Infrastructure (VDI) to the table.

Managed IT Services - Cloud Migration - nonprofit-min

Managed IT Services and Cloud Migration

Non-profit organization   |   52 employees.

With offices throughout the U.S., remote access is essential for this large  non-profit organization to maintain its operations. DPS took over the management of the organization’s technology and immediately helped develop a strategic plan to consolidate their system and migrate it to the “Cloud”. 

Disaster recovery - Auto-min

Automobile Insurance   |   100 Employees

After a negative experience with their prior disaster recovery provider, this Baltimore-based automobile insurance company sought a new disaster recovery provider who would give them the time and attention they needed. With a high-volume of sensitive data processed on their server, the security of their data was a focal concern. The company wanted to secure their in-house code so that it not only allowed for easy and consistent data transmission, but also managed their data through a protected outlet. The company also requested frequent tests of their disaster recovery plan. 

Disaster recovery - home-min

Homeowner's Insurance Company    |   15 Employees

DP Solutions has worked with this Baltimore-based insurance company for over a decade, with our staff and data center acting as their IT department. DP Solutions provides content filtering, hardware, servers and workstations for the company’s computer systems and our technicians visit the business on a weekly basis to make sure that their system is running smoothly. More recently, the company approached DP Solutions to create and implement a disaster recovery plan. As a home insurance provider, it is essential that saff be able to quickly access the most up-to-date data in case of an emergency.

Managed IT services - employment industry-min

Employment Services Industry    |   25 Employees

When this employment services firm began its partnership with DP Solutions, they were looking to eliminate their dependence on in-house IT personnel. They also wanted a reliable infrastructure that would allow them to consolidate the time and resources spent on managing their data, as well as a scalable, cost-effective data protection plan.

Managed backup services-min

Managed Backup Services

Non-profit organization    |   100 employees.

When this Baltimore-based non-profit organization began its partnership with DP Solutions, significant troubleshooting was needed for an on-site server. Remote users were encountering connection issues and as a result, configuration support became a high priority. Additionally, the organization wanted to improve the reliability and security of their database while still maintaining primary control of its internal infrastructure. “Our selection of DP Solutions was in part a result of their approach to solutions having an appropriate return in investment,” said the organization’s CFO. “They approached the project like a business partner (rather than sales) and engaged us in conversation to get to the best solution.”

Managed IT Services - nonprofit-min

Non-Profit Organization    |   45 Employees

With aging and worn out hardware, slow servers, and inconsistent IT support, this Baltimore-based non-profit organization was in need of DP Solutions’ assistance. They were concerned about the security of their data and wanted to incorporate reliable servers, network protection and disaster recovery into their IT infrastructure.

Workspace cloud business-min

WorkSpace Cloud Business Services

Accounting firm   |   20 employees.

As a new company stemming from an established accounting firm, the client initially sought out DP Solutions for help implementing an IT infrastructure for the new business. The president and co-owner explained that he, “engaged a few firms to do this role, each with various levels of experience, but there was no one who even came close to DP Solutions.” As the firm grew, so did the amount of files and accounts. That’s when they engaged DP Solutions for a more manageable cloud IT solution.

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Hertz CEO Kathryn Marinello with CFO Jamere Jackson and other members of the executive team in 2017

Top 40 Most Popular Case Studies of 2021

Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies

Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT’s (Case Research and Development Team) 2021 top 40 review of cases.

Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT’s list, describes the company’s struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy. 

The success of the Hertz cases was unprecedented for the top 40 list. Usually, cases take a number of years to gain popularity, but the Hertz cases claimed top spots in their first year of release. Hertz (A) also became the first ‘cooked’ case to top the annual review, as all of the other winners had been web-based ‘raw’ cases.

Besides introducing students to the complicated financing required to maintain an enormous fleet of cars, the Hertz cases also expanded the diversity of case protagonists. Kathyrn Marinello was the CEO of Hertz during this period and the CFO, Jamere Jackson is black.

Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. “Glory, Glory, Man United!” a case about an English football team’s IPO made a surprise move to number four.  Cases on search fund boards, the future of malls,  Norway’s Sovereign Wealth fund, Prodigy Finance, the Mayo Clinic, and Cadbury rounded out the top ten.

Other year-end data for 2021 showed:

  • Online “raw” case usage remained steady as compared to 2020 with over 35K users from 170 countries and all 50 U.S. states interacting with 196 cases.
  • Fifty four percent of raw case users came from outside the U.S..
  • The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines.
  • Twenty-six of the cases in the list are raw cases.
  • A third of the cases feature a woman protagonist.
  • Orders for Yale SOM case studies increased by almost 50% compared to 2020.
  • The top 40 cases were supervised by 19 different Yale SOM faculty members, several supervising multiple cases.

CRDT compiled the Top 40 list by combining data from its case store, Google Analytics, and other measures of interest and adoption.

All of this year’s Top 40 cases are available for purchase from the Yale Management Media store .

And the Top 40 cases studies of 2021 are:

1.   Hertz Global Holdings (A): Uses of Debt and Equity

2.   Coffee 2016

3.   Hertz Global Holdings (B): Uses of Debt and Equity 2020

4.   Glory, Glory Man United!

5.   Search Fund Company Boards: How CEOs Can Build Boards to Help Them Thrive

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

27. What's Next? Search Fund Entrepreneurs Reflect on Life After Exit

28. Searching for a Search Fund Structure: A Student Takes a Tour of Various Options

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

The green IT revolution: A blueprint for CIOs to combat climate change

Companies and governments looking to combat climate change are turning to tech for help. AI, new technologies, and some promising tech-driven business models have raised hopes for dramatic progress.

About the authors

This article is a collaborative effort by Gerrit Becker, Luca Bennici, Anamika Bhargava, Andrea Del Miglio , Jeffrey Lewis , and Pankaj Sachdeva, representing views from McKinsey Technology.

While many organizations’ climate goals are lofty, enterprise technology leaders—CIOs, chief digital innovation officers (CDIOs), and chief technology officers (CTOs), among others—have not always succeeded at turning climate ambitions into reality. One of the biggest reasons is that hard facts and clear paths of action are scarce. Misconceptions and misinformation have clouded the picture of what CIOs and tech leaders should do.

We have done extensive analysis of where technology can have the biggest impact on reducing emissions. To start, we divided technology’s role into two primary types of activities:

  • offense—the use of technology and analytics to cut emissions by reducing (improving operational efficiency), replacing (shifting emission-generating activities to cleaner alternatives), and reusing (recycling material)
  • defense—the actions IT can take to reduce emissions from the enterprise’s technology estate

Scope of the McKinsey analysis

McKinsey’s emissions analysis for this report focuses on enterprise technology emissions, which are the business IT emissions from the hardware, software, IT services, enterprise communications equipment, mobile devices, fixed and mobile network services, and internal technology teams that a company uses for its own operations and that a CIO has control over. These include the emissions related to the full life cycles of the products and services that an enterprise IT function uses, including their development, delivery, usage, and end of life (exhibit). Our internal services emissions' analysis assumes around 40 percent of IT workers are working from home.

The analysis does not include the emissions from the technology products and services that a company is selling (such as data center capacity sold by hyperscalers), operational technology devices (such as sensors and point-of-sale systems), and cryptocurrency mining.

The defense activities are where the CIO, as the head of IT, can act independently and quickly. This article focuses on defense, specifically the IT elements over which a CIO has direct control. We examined emissions from use of electricity for owned enterprise IT operations, such as the running of on-premises data centers and devices (classified as scope 2 by the Greenhouse Gas Protocol 1 Greenhouse Gas Protocol: Technical Guidance for Calculating Scope 3 Emissions: Supplement to the Corporate Value Chain (Scope 3) Accounting & Reporting Standard , World Resources Institute & World Business Council for Sustainable Development, 2013. Scope 1 emissions are direct emissions from the activities of an organization or under their control, including fuel combustion on site such as gas boilers, fleet vehicles, and air-conditioning leaks; scope 2 emissions are from electricity purchased and used by the organization; and scope 3 emissions are all indirect emissions not included in scope 2 that occur in the value chain of the reporting company, including both upstream and downstream emissions. ), and indirect emissions from technology devices that the CIO buys and disposes of (scope 3). 2 These calculations do not include emissions from technology-driven services sold, such as cloud capacity. (See sidebar, “Scope of the McKinsey analysis.”)

What the facts say

Our analysis has uncovered several facts that contravene some commonly held views about enterprise technology emissions. These facts involve the significant amount of tech-related emissions, the share of emissions from end-user devices, the variety of mitigation options available, and the favorable impact of shifting to cloud computing.

Enterprise technology generates significant emissions

Enterprise technology is responsible for emitting about 350 to 400 megatons of carbon dioxide equivalent gases (CO 2 e), accounting for about 1 percent of total global greenhouse gas (GHG) emissions. At first blush, this might not seem like a lot, but it equals about half of the emissions from aviation or shipping and is the equivalent of the total carbon emitted by the United Kingdom.

The industry sector that contributes the largest share of technology-related scope 2 and scope 3 GHG emissions is communications, media, and services (Exhibit 1). Enterprise technology’s contribution to total emissions is especially high for insurance (45 percent of total scope 2 emissions) and for banking and investment services (36 percent).

This amount of carbon dioxide and equivalent gases is a significant prize for companies under increasing pressure to cut emissions. Progress on climate change requires action on many fronts, and enterprise technology offers an important option that CIOs and companies can act on quickly.

Taking a photo of bamboo forest - stock photo

You’re invited

To a McKinsey Technology webinar on the critical role of technology in building a sustainable enterprise on October 25, 9:30–10:30am ET.

The biggest carbon culprit is end-user devices, not on-premises data centers

End-user devices—laptops, tablets, smartphones, and printers—generate 1.5 to 2.0 times more carbon globally than data centers (Exhibit 2). 3 On-premises and co-located data centers used by enterprises, not including data center capacity sold by hyperscalers. One reason is that companies have significantly more end-user devices than servers in on-premises data centers. In addition, the devices typically are replaced much more often: smartphones have an average refresh cycle of two years, laptops four years, and printers five years. On average, servers are replaced every five years, though 19 percent of organizations wait longer. 4 Rhona Ascierto and Andy Lawrence, Uptime Institute global data center survey 2020 , Uptime Institute, July 2020.

More worrisome, emissions from end-user devices are on track to increase at a CAGR of 12.8 percent per year. 5 End-user computing market: Growth, trends, COVID-19 impact, and forecasts (2022–2027) , Mordor Intelligence, January 2022. Efforts to address this could target the major causes of emissions from these devices. About three-fourths of the emissions comes from manufacturing, upstream transportation, and disposal. A significant source of these emissions is the semiconductors that power the devices.

Plenty of low-cost/high-impact options exist, starting with improved sourcing

We have found that when it comes to going green, many CIOs think in terms of investments needed to replace items or upgrade facilities. Our analysis, however, finds that CIOs can capture significant carbon benefits without making a significant investment—and in some cases can even save money (Exhibit 3).

Overall, for example, 50 to 60 percent of emissions related to end-user devices can be addressed through sourcing changes, primarily by procuring fewer devices per person and extending the life cycle of each device through recycling. These options will not require any investment and will lower costs, though companies may want to evaluate the impact on employee experience.

In addition, companies can more aggressively recycle their devices; 89 percent of organizations recycle less than 10 percent of their hardware overall. 6 Sustainable IT: Why it’s time for a green revolution for your organization’s IT , Capgemini Research Institute, 2021. CIOs can put pressure on suppliers to use greener devices, especially as companies in the semiconductor sector are already increasing their commitments to emission reduction. Further low-cost, high-impact actions include optimizing business travel and data center computing needs, as well as increasing the use of cloud to manage workloads.

Moving to cloud has more impact than optimizing data centers

Optimizing an on-premises data center’s power usage effectiveness (PUE) 7 PUE describes how efficiently a computer data center uses energy, expressed as the ratio of total facility energy to IT equipment energy. is expensive and results in limited carbon abatement. If a company were to double what it spends on infrastructure and cloud to reduce PUE, it would cut carbon emissions by only 15 to 20 percent. Structural improvements in data centers and optimized layout can help, but the impact is limited, and many companies have already implemented them. More aggressive measures, such as moving data centers to cooler locations or investing in new cooling tech, are prohibitively expensive.

A more effective approach is to migrate workloads to the cloud. Hyperscalers (also known as cloud service providers) and co-locators are investing significantly to become greener through measures such as buying green energy themselves and investing in ultra-efficient data centers with a PUE equal to or less than 1.10, compared with the average PUE of 1.57 for an on-premises data center. 8 “Uptime Institute 11th annual Global Data Center Survey shows sustainability, outage, and efficiency challenges amid capacity growth,” Uptime Institute, September 14, 2021. (We estimate that companies could achieve just a 1.3 PUE score for their data center if they invested nearly 250 percent more, on average, over what they currently spend for their data centers and cloud presence.)

With thoughtful migration to and optimized usage of the cloud, companies could reduce the carbon emissions from their data centers by more than 55 percent—about 40 megatons of CO 2 e worldwide, the equivalent of the total carbon emissions from Switzerland.

Three steps to take now

With companies and governments under intensifying pressure to cut carbon emissions and with technology playing a key role in delivering on those goals, CIOs will find themselves on the front lines. The challenge will be to reduce IT’s carbon footprint while delivering high-quality, low-cost technology services to customers and employees.

On average, completion of the defensive steps might take three to four years. However, CIOs who act decisively and precisely can achieve 15 to 20 percent of carbon reduction potential in the first year with minimal investment.

CIOs can choose from among a wide array responses, particularly in conjunction with the CEO and the board. However, three measures they can take right now will prepare the organization for longer-term efforts. These measures involve sourcing strategies, key metrics, and a performance management system.

Map of the world designed in flowers

The net-zero transition: What it would cost, what it could bring

Move now on sourcing strategies.

Far and away the fastest and most effective defensive measure for reducing IT carbon emissions is to revise policies for technology sourcing. Optimizing the number of devices in line with standards followed by companies in the top quartile 9 Top quartile in terms of the ratio of devices to people is derived from the number of devices per person. Our analysis uses McKinsey Digital’s Ignite solutions and 2020 data. would reduce about 30 percent of end-user-device emissions, the amount of carbon emitted by Hong Kong. For example, top-quartile companies have one printer for every 16 people in the workplace; the overall average is one printer per eight people.

This sourcing shift does not necessarily lead to a degradation in user experience, because the rollout of 5G and increasingly advanced processing and compute power allow the main processing function to happen at the server. Therefore, devices can be less powerful and consume much less energy. Essentially, this is a software-as-a-service (SaaS) model where high-end and user-friendly experiences happen on the server, not the device. The effectiveness of this approach will depend on having stable networks, less resource-intensive coding at the device level, edge computing capabilities, and shifts of offerings to more efficient platforms (for example, cloud).

As part of this effort, the CIO and the business’s head of procurement will need to collaborate on reviewing and adjusting device refresh timelines and device-to-person ratios, as well as adjusting the basis for purchasing decisions. Procurement generally relies on cost/benefit calculations, and rightly so. That approach will need to expand to account for carbon dioxide emissions. The spirit of collaboration should extend to suppliers as well, with the parties working together to formulate plans that provide the greatest benefits for all.

A more thoughtful sourcing strategy extends beyond end-user devices. CIOs, for example, should look for green sources of the electricity IT uses. When these sources are unavailable, CIOs can direct procurement to power purchase agreements to offset carbon use. CIOs can also set green standards for their vendors and suppliers, requiring GHG emissions disclosures and incorporating them into their criteria for purchase decisions.

Establish a green ROI metric for technology costs

Any real progress on green technology can happen only when companies measure their “green returns.” But today, most green metrics omit cost and savings, which ultimately makes them impractical. A better metric focuses on cost per ton of carbon saved (accounting for costs saved as well). Sophisticated models calculate emissions throughout the full life cycle, including production, transportation, and disposal.

CIOs can further assess suppliers, manufacturers, and service providers based on how advanced they are in recycling and refurbishing electronics; designing circular components; extending product life cycles with better design, higher-quality manufacturing, and more robust materials; offering repair services; and reselling to consumers.

Decisions about IT spending need to consider a range of factors, including technical debt abatement and business strategy. Along with these factors, companies should institutionalize a green ROI metric that is transparent to everybody in the business as an element in IT decision making, including in requests for proposals (RFPs). Doing so will enable companies to better understand the true impact their technology is having on carbon emissions.

Put in place green measurement systems

Establishing a green ROI metric is only a start. CIOs need to establish a baseline of performance, measure progress against the baseline, and track impact in near real time, much as companies track real-time computer and network usage for applications in the cloud. This kind of measuring system ensures that CIOs know what’s working and what isn’t, so they can adjust quickly.

In practice, implementing green measurement can be challenging. Some companies have spent a year measuring their carbon footprint, ending up with an outdated analysis. This tends to happen when companies are determined to measure every bit of carbon emitted, a praiseworthy but time-consuming effort. CIOs can make substantial progress by instead prioritizing measurement where the impact is highest, such as tracking the number of end-user devices purchased and in use, the current duration of use for each device, and the ratio of devices per user. Another way CIOs can make quick progress is to embed emissions- and power-monitoring capabilities into large technology assets and work with external providers, such as electricity companies, to track usage in real time.

Effectively combating climate change won’t happen through one or two big wins; those don’t exist yet. To have real impact, companies and governments will need to act in many areas. Technology has a huge role to play in many of these areas, but CIOs and tech leaders need to act quickly and decisively.

This article is the first in a series about how CIOs can reduce emissions. The next article will explore how CIOs can drive the business’s sustainability agenda by playing offense and implementing reduce, replace, and reuse levers to decarbonize.

Gerrit Becker is an associate partner in McKinsey’s Frankfurt office, Luca Bennici is an associate partner in the Dubai office, Anamika Bhargava is a consultant in the Toronto office, Andrea Del Miglio is a senior partner in the Milan office, Jeffrey Lewis is a senior partner in the New Jersey office, and Pankaj Sachdeva is a partner in the Philadelphia office.

The authors wish to thank Bernardo Betley, Arjita Bhan, Raghuvar Choppakatla, Sebastian Hoffmann, Abdelrahman Mahfouz, Tom Pütz, Jürgen Sailer, Tim Vroman, Alice Yu, and Gisella Zapata for their contributions to this article.

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Case studies

How to become winners

In automotive manufacturing, on the shop floor of food processing plants, or at airports - the potential applications for Rittal solutions are many and varied. We understand your requirements are specific. With our comprehensive industry know-how, we can offer you the best and most suitable solutions and services. Find out from the following case studies how you too can benefit and become a winner.

Automotive manufacturing

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AWC Inc. expanded their solutions by partnering with Rittal to integrate flexible IT enclosures into their industrial offerings, opening customer opportunities.

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The future belongs to automation

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No fear of a blackout

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Energy costs reduced by 70 per cent

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Transcending the Dualities in Digital Education: A Case Study of Singapore

  • Review Article
  • Published: 29 August 2024
  • Volume 1 , pages 121–131, ( 2024 )

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case study on it sector

  • Yancy Toh 1 &
  • Chee-Kit Looi 1 , 2  

This study explores the complex dualities in digital education, focusing on the case study of Singapore. It highlights the ethical issues surrounding the integration of information and communication technology (ICT), especially artificial intelligence, in the education sector. The paper presents a theoretical framework to explore these dualities, examining how they have been navigated in Singapore’s policy reforms to enhance digital education. These dualities include centralisation vs. decentralisation of resource orientation; customisation vs. standardisation of curriculum, formal vs. informal learning with respect to pedagogical approaches; human agency vs. technological automation for data interpretation; and peaks of excellence vs. equity in achievement outcomes. These aspects significantly impact the outcomes of ICT-enabled reforms. The study draws upon Singapore’s longitudinal trajectory of integrating ICT in education, illustrating its efforts in reconciling these dualities. The findings underscore the importance of careful consideration and balance in integrating ICT in education, emphasising the need to transcend these dualities to build a more inclusive digital learning environment.

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Toh, Y., Looi, CK. Transcending the Dualities in Digital Education: A Case Study of Singapore. Front. Digit. Educ. 1 , 121–131 (2024). https://doi.org/10.1007/s44366-024-0002-2

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Hybrid governance in the global south: A case study of collusion within the South African construction industry

dc.contributor.advisorJulie Berg, Annette Hübschle, Clifford D. Shearing and Dee Smythe
Kasipo, Mafaro
2024-08-30T10:23:44Z
2024-08-30T10:23:44Z
2020
2024-08-30T10:22:39Z
What is the nature of hybrid governance in the Global South? In the African context, a state- centric conceptualisation of governance fails to capture the nuances and realities of governance where non-state actors often fulfil duties that are traditionally the responsibility of the Weberian state. It is against this background that this dissertation seeks to contribute to hybridity literature by exploring the relationships between the state and the construction industry through a case study of collusion in the South African construction industry to build the 2010 FIFA World Cup stadiums. The research goes beyond arguing for a plurality of governance actors and draws on the concept of hybridity to highlight the contestations that characterise the relationship between the different governance actors. The original contribution to hybridity literature made by this research lies in examining how the state and the construction industry enact authority in a setting of hybrid governance. To analyse the process of hybridisation I draw on the concepts of corruption, authority and governmentality as lenses through which to analyse the rationalities, strategies and practices used in the enactment of authority. The research findings reveal that the process of hybridisation as the state and construction industry articulate authority is characterised by contradictions, blurring and boundary-making. The findings suggest that the manifestations of these characteristics during hybridisation is context specific and should be empirically determined
Kasipo, M. (2020). <i>Hybrid governance in the global south: A case study of collusion within the South African construction industry</i>. (). ,Faculty of Law ,Department of Public Law. Retrieved from http://hdl.handle.net/11427/40537en_ZA
Kasipo, Mafaro. <i>"Hybrid governance in the global south: A case study of collusion within the South African construction industry."</i> ., ,Faculty of Law ,Department of Public Law, 2020. http://hdl.handle.net/11427/40537en_ZA
Kasipo, M. 2020. Hybrid governance in the global south: A case study of collusion within the South African construction industry. . ,Faculty of Law ,Department of Public Law. http://hdl.handle.net/11427/40537en_ZA
TY - Thesis / Dissertation AU - Kasipo, Mafaro AB - What is the nature of hybrid governance in the Global South? In the African context, a state- centric conceptualisation of governance fails to capture the nuances and realities of governance where non-state actors often fulfil duties that are traditionally the responsibility of the Weberian state. It is against this background that this dissertation seeks to contribute to hybridity literature by exploring the relationships between the state and the construction industry through a case study of collusion in the South African construction industry to build the 2010 FIFA World Cup stadiums. The research goes beyond arguing for a plurality of governance actors and draws on the concept of hybridity to highlight the contestations that characterise the relationship between the different governance actors. The original contribution to hybridity literature made by this research lies in examining how the state and the construction industry enact authority in a setting of hybrid governance. To analyse the process of hybridisation I draw on the concepts of corruption, authority and governmentality as lenses through which to analyse the rationalities, strategies and practices used in the enactment of authority. The research findings reveal that the process of hybridisation as the state and construction industry articulate authority is characterised by contradictions, blurring and boundary-making. The findings suggest that the manifestations of these characteristics during hybridisation is context specific and should be empirically determined DA - 2020 DB - OpenUCT DP - University of Cape Town KW - Law LK - https://open.uct.ac.za PY - 2020 T1 - Hybrid governance in the global south: A case study of collusion within the South African construction industry TI - Hybrid governance in the global south: A case study of collusion within the South African construction industry UR - http://hdl.handle.net/11427/40537 ER - en_ZA
http://hdl.handle.net/11427/40537
Kasipo M. Hybrid governance in the global south: A case study of collusion within the South African construction industry. []. ,Faculty of Law ,Department of Public Law, 2020 [cited yyyy month dd]. Available from: http://hdl.handle.net/11427/40537en_ZA
eng
Department of Public Law
Faculty of Law
Law
Hybrid governance in the global south: A case study of collusion within the South African construction industry
Thesis / Dissertation
Doctoral
dc.type.qualificationlevelPHD

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Produced water from the oil and gas industry as a resource—south kuwait as a case study.

case study on it sector

1. Introduction

2. characteristics of pw from south kuwaiti oilfields and possible treatment methods for pw, 3. waste reclamation from oilfield pw, optimum utilization of pw and potential economic gains.

  • All PW, separated from oil and gas, is gathered at one large gathering center for storage in the form of mega tanks.
  • The distance between the large gathering center water storage tanks and the proposed site for the facility is 1 km. The chosen distance is similar to that in the plant design of the SK oilfield).
  • PW is transferred entirely through pipelines.
  • Pipelines are made from carbon steel.
  • Water treatment, facility maintenance, facility operations, electricity, and disposal operations are included in the model operational cost.
  • Water treatment costs include chemical additives and filtration costs.
  • Pipelines and trucks are included in the model transportation cost, where the lease value of the trucks is embedded.
  • Reinjection operations include all the costs associated with treatment operations, including chemical additives and filtration costs (for scenarios 1 and 3)
  • Fifty percent of the treated water is sent to reinjection wells by pipeline and the rest is sold as treated water at the tipping value (scenario 3)
  • There is a 15-percent oil production increase in the oilfield after water injection.
  • The water cut in the produced liquid increases by 3 percent every year over the next 5 years. This estimate is based on the witnessed trend of an annual increase in the water cut in the SK oilfield [ 22 ]. Only 50 percent of the PW is to be reinjected (see also point 9).
  • The oil output is steady after the initial increase.
  • The new facility is an expansion to the current water management system.
  • Treated water transportation costs by pipeline are USD 0.50 per barrel [ 58 ]. The costs of water transportation include all shipping of treated PW within the oilfield facilities up to the border of the oilfield area.
  • The cost of injection for one barrel of water is USD 1–3 [ 59 ] (scenarios 1 and 3).
  • We assume that no more disposal wells need to be drilled in the next 5 years.
  • The treated-water tipping fee is constant throughout the 5-year period (scenarios 2 and 3).
  • The cost of water transportation outside the oilfield is handled by the government authorities (scenarios 2 and 3).

4. Materials and Methods

5. results and discussion, expected impact of enhanced oil-recovery operations on kuwait’s economy, 6. conclusions and recommendations, supplementary materials, author contributions, data availability statement, conflicts of interest.

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Click here to enlarge figure

ComponentsKuwait Produced Water
Raw Sample 1 (mg/L)
Kuwait Produced Water
Raw Sample 2 (mg/L)
<5 306
1195
1036
132,780193,350
3N/A*
6.886.02
35,60051,500
15201800
767011,200
17303050
2.32.4
255460
1.36N/D**
0.44<0.01
75,660110,090
18355
140300
12.3N/D**
AbbreviationDescription
TC (n) with n = 0–3Total Production Costs for scenarios 0–3
VC (n) with n = 0–3Variable Costs for scenarios 0–3
XNumber of Units
FC (n) with n = 0–3Fixed Costs for scenarios 0–3
TR (n) with n = 0–3Total Revenue for scenarios 0–3
NO (n) with n = 0–3Net outcome for scenarios 0–3
OSROil Sales Revenue under the current scenario
SSRSalt Sales Revenue
WSRWater Sales Revenue
IRRInternal Rate of Return
Future Value
Present Value
Future Sale Value of Treated Water
PWTProduced Water Treatment
Present Treatment Cost
Present Extraction Cost
Future Sale Value of Gained Barrels of Oil
APIAmerican Petroleum Institute
IRRInternal rate of return
PWIProduced Water Injection
ItemSales Value (USD) per Unit
Sodium chloride (industrial salt)260/ton [ ]
Chlorine250/ton [ ]
Hydrogen7220/ton [ ]
Purified PW0.79/barrel * [ ]
Recovered crude oil65.73/barrel *
Calcium carbonate50–350/ton [ ]
Process or ItemCost per Unit (USD)
Disposal well operational costs (a)0.5/barrel * [ ]
Disposal well operational costs (b)2.5/barrel * [ ]
Cost of gravity-based oil–water separation0.08/barrel * [ ]
Disposal well construction cost100/barrel *
Ceramic membrane treatment cost0.51/barrel * [ ]
Cost of ceramic membrane-treatment facility 48.543/barrel * [ ]
EOR water injection costs (a)1/barrel * [ ]
EOR water injection costs (b)3/barrel * [ ]
Walnut-shell filtration system cost23.256/barrel * [ ]
Walnut-shell filtration operational cost0.003/barrel * [ ]
Carbon dioxide purchases215/ton [ ]
33w% aq. Hydrochloric acid purchases89/ton [ ]
Solar distillation cost (a)1.113/barrel * [ ]
Solar distillation cost (b)5.4/barrel * [ ]
Sodium carbonate purchases200/ton [ ]
Sodium hydroxide purchases260/ton [ ]
Sodium hydroxide production costs1.4/ton [ ]
CharacteristicsWafra Eocene Crude [ ]SK Oilfield Recovered oil Minagish Oilfield
[ ]
API gravity18.5°16.02°28° to 33.4°
Sulfur content3.32%5.42%2.6%
5-year average selling price (USD)69.05 *65.73 **69.20
Classification of oils according to API. Light oil: higher than 31.1° API, medium oil: 31.1–22.3° API, heavy oil: less than 22.3° [ ]
ScenarioMinimum Net Outcome (USD)Maximum Net Outcome (USD)
Scenario 2-I129,000,000616,000,000
Scenario 2-II−243,000,000−730,000,000
Scenario 2-III−95,000,000−583,000,000
Methane (CH )65.0%Propane (C H )5.0%CO 12.0%H O1.0%
Ethane (C H )10.0%Butane (C H )2.5%H S4.0%N 0.5%
ScenarioCost (USD)Revenue (USD)Net Outcome (USD)
2-I864,000,000677,000,000−186,000,000
2-II1,201,000,000771,000,000−429,000,000
2-III1,053,000,000771,000,000−282,000,000
Scenario 0Scenario 1Scenario 2-IScenario 2-IIScenario 2-III
FC + VCFC + VCFC + VCFC + VCFC + VC
332,000,000665,000,000864,000,0001,200,000,0001,053,000,000
01,200,000,000677,000,000772,000,000772,000,000
−332,000,000534,000,000−187,000,000−428,000,000−281,000,000
Scenario 1 with Regulatory Changes with Regard to the Use of Disposal Wells
YearInitial Fixed Cost (USD)Operational Cost (a)Operational Cost (b)Median Total CostExpected RevenueAnnual Outcome IRR
1178,000,0001,367,000,0001,825,000,0001,775,000,0001,200,000,000−576,000,000−32.42
201,410,00,0001,880,000,0001,645,000,0001,236,000,000−409,000,000−24.88
301,452,000,0001,936,000,0001,694,000,0001,273,000,000−421,000,000−24.88
401,496,000,0001,994,000,0001,745,000,0001,311,000,000−434,000,000−24.88
501,541,000,0002,054,000,0001,797,000,0001,350,000,000−447,000,000−24.88
Total178,000,0007,267,000,0009,689,000,0008,656,000,0006,369,000,000−2,288,000,000−26.43
Net Outcome
−2,288,000,000
Scenario 0-(B)Scenario 2-I
FC + VCFC + VC
1,489,000,000864,000,000
0677,000,000
−1,489,000,000−187,000,000
Proposed Hybrid Process (Lower Injection Costs)
YearInitial Fixed Cost (USD) Operational Costs 3aExpected RevenueAnnual Outcome IRR
146,000,000680,000,000938,000,000112,000,00013.60%
0700,000,000966,000,000266,000,00038.00%
0721,000,000995,000,000274,000,00038.00%
0743,000,0001,025,000,000282,000,00038.00%
0765,000,0001,056,000,000291,000,00038.00%
146,000,000 1,226,000,000
Proposed Hybrid Process (Higher Injection and Distillation Costs and Product Sale Value)
YearInitial Fixed Cost (USD)Operational Costs 3bExpected RevenueAnnual Outcome IRR
146,000,0001,827,000,0001,201,000,000−773,000,000−39.15%
01,882,000,0001,237,000,000−645,000,000−34.29%
01,938,000,0001,274,000,000−665,000,000−34.29%
01,997,000,0001,312,000,000−685,000,000−34.29%
02,057,000,0001,351,000,000−705,000,000−34.29%
146,000,0009,701,000,0006,375,000,000−3,472,000,000
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Alsalem, F.; Thiemann, T. Produced Water from the Oil and Gas Industry as a Resource—South Kuwait as a Case Study. Resources 2024 , 13 , 118. https://doi.org/10.3390/resources13090118

Alsalem F, Thiemann T. Produced Water from the Oil and Gas Industry as a Resource—South Kuwait as a Case Study. Resources . 2024; 13(9):118. https://doi.org/10.3390/resources13090118

Alsalem, Feras, and Thies Thiemann. 2024. "Produced Water from the Oil and Gas Industry as a Resource—South Kuwait as a Case Study" Resources 13, no. 9: 118. https://doi.org/10.3390/resources13090118

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    2.1 Triggering the Development of the Industry. The seeds of the Indian electronics industry were sown by the Electronics Committee set up in 1963. The Committee, better known as the "Bhabha Committee", Footnote 4 gave a 10-year (1966-1975) roadmap for building domestic capacities for the manufacture of computers and components. Its recommendations for the components sub-sector were that ...

  16. IT Solutions Client Case Studies

    CLIENT IT SOLUTION CASE STUDIES A look at what's working. We base our success on the success of our customers. Whether they've come to us for a software recommendation or a holistic shift in the way they handle their IT, we're proud to say that for over 50 years we've helped organizations in many different industries build IT systems that propel their business forward.

  17. Investigating India's competitive edge in the IT-ITeS sector

    Abstract. The paper investigates the factors instrumental in imparting a competitive edge to the Indian IT-ITeS sector using Porter's diamond model. The paper ascertains the relative superiority of the model in explaining India's prominence in the IT-ITeS sector. The study carries out a "complex" application of the model that is ...

  18. IT and Systems Case Studies

    Representing a broad range of management subjects, the ICMR Case Collection provides teachers, corporate trainers, and management professionals with a variety of teaching and reference material. The collection consists of IT and Systems case studies and research reports on a wide range of companies and industries - both Indian and international, cases won awards in varies competitions, EFMD ...

  19. Top 40 Most Popular Case Studies of 2021

    Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT's (Case Research and Development Team) 2021 top 40 review of cases. Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT's list, describes the company's ...

  20. The green IT revolution: A blueprint for CIOs

    The industry sector that contributes the largest share of technology-related scope 2 and scope 3 GHG emissions is communications, media, and services (Exhibit 1). Enterprise technology's contribution to total emissions is especially high for insurance (45 percent of total scope 2 emissions) and for banking and investment services (36 percent

  21. A Study of HRM Practices prevailing in IT-ITES Industry

    Among all secto rs in India IT-ITES sector has been one of the sector remaining in the lime light in last 30 years. With abundant intellectual capital in India, the sector has better possibilities ...

  22. PDF Navigating Layoffs: A Case Study on IT Companies' Workforce Reduction

    case study can provide valuable insights and lessons for other companies facing similar challenges. Moreover, it ... The companies were selected based on their size, industry reputation, and their willingness to participate in the study. Data collection was conducted through semi-structured interviews with key personnel in each company ...

  23. (PDF) A Review of the Strategies Used in the IT sector for Employee

    The main objective of training and development is to gain more knowledge, skills, practises, and. approaches. Since it can enhance performance at the individual, interrelation, and or ganisational ...

  24. Case studies

    In automotive manufacturing, on the shop floor of food processing plants, or at airports - the potential applications for Rittal solutions are many and varied. We understand your requirements are specific. With our comprehensive industry know-how, we can offer you the best and most suitable solutions and services. Find out from the following case studies how you too can benefit and become a ...

  25. Transcending the Dualities in Digital Education: A Case Study of

    This study explores the complex dualities in digital education, focusing on the case study of Singapore. It highlights the ethical issues surrounding the integration of information and communication technology (ICT), especially artificial intelligence, in the education sector. The paper presents a theoretical framework to explore these dualities, examining how they have been navigated in ...

  26. REAA

    FNSCUS511 Develop and maintain professional relationships in financial services industry (Case Study - Business Practices) A recently arrived migrant to Australia approached you as he was looking for a mortgage broker with a view to purchasing a property that included a number of structures that had been built on crown land. After completing the loan application together, you referred the ...

  27. Green innovative procurement in the municipality sector: A dual case

    The case study data were data obtained from the National Programme for Supplier Development (LUP) in Norway, which was established in 2010. It is a collaborative programme initiative own by the Confederation of Norwegian Enterprise (NHO), the Norwegian Association of Local and Regional Authorities (KS), Innovation Norway, and the Research ...

  28. Hybrid governance in the global south: A case study of collusion within

    The findings suggest that the manifestations of these characteristics during hybridisation is context specific and should be empirically determined DA - 2020 DB - OpenUCT DP - University of Cape Town KW - Law LK - https://open.uct.ac.za PY - 2020 T1 - Hybrid governance in the global south: A case study of collusion within the South African ...

  29. Produced Water from the Oil and Gas Industry as a Resource ...

    Produced water (PW) is the most significant waste stream by volume in the oil and gas industry [].Kuwaiti oilfields are reported to produce an average of two million barrels of PW per day, together with three million barrels of oil [].Kuwait sits on a substantial oil reserve, exceeding 100 billion barrels [], and it is expected that its oil production will continue well into the next century ...