The decision
A case-study interview should uncover the starting problem, constraints, decisions, delivery work, and supported result. Ask for concrete events and records rather than collecting praise alone. A useful case study explains how the work mattered in its actual context.
In practice
A website project may have succeeded by simplifying staff updates even before lead volume changed. Ask who used the new process and what evidence supports the improvement. Keep the client's contribution and the provider's role clear.
- Prepare questions around before, decision, implementation, and after.
- Request supporting materials and confirm publication permission.
- Let the relevant reviewer check factual claims before release and preserve any limitations that affect interpretation.
When to take the next step
Conduct the interview while project decisions and records are still available. Include people who can explain both the delivery work and the resulting operational change.
Questions clients ask
Does every case study need a revenue figure?
No. Use the meaningful outcome the project can support without inventing a financial impact.
Who approves the final story?
The business and any client or partner whose permission is required should review relevant claims.

