Prospects and their finance sponsors need to see proof from a customer like them before they agree a budget, so a case study has to show numbers, a baseline and a time frame. This template sets out the story in three pages: the headline figures at a glance, the goals against measured results, and a guide page for replacing the sample text. It keeps the customer's own words near the top, where a champion will look first.

The sample follows Corran Logistics, a fictional customer with 140 staff in four warehouses. Its figures are sample data: $1.2M in verified annual savings, invoicing 38 percent faster and cost per order down 22 percent between Q1 and Q4. Replace the customer, the numbers and the quote with approved details, and keep a baseline and a date range under every result.