Prospects in evaluation want a story from a customer like them, with numbers they can check and a quote they can forward to a sceptical finance lead. This case study template sets out the customer's starting point, the rollout, the measured results and the customer's own words, with the baseline and time frame under each figure. It keeps the story about the customer's problem, not the product's feature list.

The sample tells the story of Bramley Grain Supply, a fictional grain distributor with 320 staff, which cut its month-end close from nine days to five. Replace the customer, the figures, the quote and the rollout with approved details, and confirm every number with the customer before publishing. Delete the quote if approval is still pending.