How To Write a Case Study Analysis

Step-By-Step Instructions for Case Analysis

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Reading the Case 

When writing a  business case study analysis, you must first have a good understanding of the case study. Before you begin the steps below, read the business case carefully, taking notes all the while. It may be necessary to read the case several times to get all of the details and fully grasp the issues facing the group, company, or industry. As you are reading, do your best to identify key issues, key players, and the most pertinent facts.

Once you are comfortable with the information, use the following step-by-step instructions to write a case study analysis.

Step One: Investigate and Analyze the Company’s History and Growth

A company’s past can greatly affect the present and future state of the organization. To begin your case study analysis, investigate the company’s founding, critical incidents, structure, and growth. Create a timeline of events, issues, and achievements. This timeline will come in handy for the next step in your case study analysis. 

Step Two: Identify Strengths and Weaknesses Within the Company

Using the information you gathered in step one, continue your case study analysis by examining and making a list of the value creation functions of the company. For example, the company may be weak in product development, but strong in marketing. Make a list of problems that have occurred and note the effects they have had on the company.

You should also make a list of things or places where the company has excelled. Note the effects of these incidents as well. You're essentially conducting a partial SWOT analysis to get a better understanding of the company's strengths and weaknesses.

Step Three: Gather Information on the External Environment

The third step in a case study analysis involves identifying opportunities and threats within the company’s external environment.

This is where the second part of the SWOT analysis comes into play. Special items to note include competition within the industry, bargaining powers, and the threat of substitute products. See a list of questions to ask while conducting a SWOT analysis. 

Step Four: Analyze Your Findings

Using the information in steps two and three, you will need to create an evaluation for this portion of your case study analysis. Compare the strengths and weaknesses within the company to the external threats and opportunities. Determine if the company is in a strong competitive position and decide if it can continue at its current pace successfully.

Step Five: Identify Corporate Level Strategy

To identify a company’s corporate level strategy for your case study analysis, you will need to identify and evaluate the company’s mission, goals, and corporate strategy. Analyze the company’s line of business and its subsidiaries and acquisitions. You will also want to debate the pros and cons of the company strategy.

Step Six: Identify Business Level Strategy

Thus far, your case study analysis has identified the company’s corporate level strategy. To perform a complete analysis, you will need to identify the company’s business level strategy.

(Note: if it is a single business, the corporate strategy and the business level strategy will be the same.) For this part of the case study analysis, you should identify and analyze each company’s competitive strategy, marketing strategy, costs, and general focus.

Step Seven: Analyze Implementations

This portion of the case study analysis requires that you identify and analyze the structure and control systems that the company is using to implement its business strategies. Evaluate organizational change, levels of hierarchy, employee rewards, conflicts, and other issues that are important to the company you are analyzing.

Step Eight: Make Recommendations

The final part of your case study analysis should include your recommendations for the company. Every recommendation you make should be based on and supported by the context of your case study analysis.

Never share hunches or make a baseless recommendation. You also want to make sure that your suggested solutions is actually realistic. Finally, consider some of the alternative solutions that you considered and rejected. Write down the reasons why these solutions were rejected. . 

Step Nine: Review Your Case Study Analysis

Look over your analysis when you have finished writing. Critique your work to make sure every step has been covered. Look for grammatical errors, poor sentence structure, or other things that can be improved.

Business Case Study Analysis Tips

  • Know the case backwards and forwards before you begin your case study analysis.
  • Give yourself enough time to write the case study analysis. You don't want to rush through it.
  • Be honest in your evaluations. Don't let personal issues and opinions cloud your judgement.
  • Be analytical, not descriptive.
  • Proofread your work!