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Case Studies Module ​

The Case Studies module allows you to create detailed case studies showcasing your work, client success stories, and project results. This guide covers all case study management features including structure, client information, and metrics.

Table of Contents ​

  1. Overview
  2. Accessing Case Studies
  3. Creating a Case Study
  4. Case Study Structure
  5. Client Information
  6. Results and Metrics
  7. Managing Case Studies
  8. Frontend Display
  9. Best Practices

Overview ​

Features ​

  • ✅ Create detailed case studies
  • ✅ Case study categories
  • ✅ Client information management
  • ✅ Results and metrics tracking
  • ✅ Case study status (planning, in progress, completed)
  • ✅ Featured case studies
  • ✅ Image galleries
  • ✅ SEO settings
  • ✅ Frontend case study pages

Admin Routes ​

  • Case Study List: /admin/case-studies
  • Create Case Study: /admin/case-studies/create
  • Edit Case Study: /admin/case-studies/{id}/edit
  • Case Study Categories: /admin/case-study-categories

Frontend Routes ​

  • Case Studies Page: /case-studies
  • Case Study Detail: /case-studies/{slug}
  • Category Filter: /case-studies/category/{category}

Accessing Case Studies ​

From Admin Panel ​

  1. Log in to admin panel
  2. Navigate to Projects → Case Studies
  3. Or go directly to: /admin/case-studies

Permissions Required ​

  • View Case Studies: view case studies permission
  • Create Case Studies: create case studies permission
  • Edit Case Studies: edit case studies permission
  • Delete Case Studies: delete case studies permission
  • Manage Case Studies: manage case studies permission

Creating a Case Study ​

Step 1: Access Create Page ​

  1. Go to Case Studies → Create New Case Study
  2. Or navigate to: /admin/case-studies/create

Step 2: Basic Information ​

Case Study Title ​

  • Name of the case study
  • Required field
  • Make it descriptive
  • Example: Digital Transformation for Retail Chain

Slug ​

  • Auto-generated from title
  • Can be edited manually
  • Must be unique
  • Used in case study URL
  • Example: digital-transformation-retail-chain

Summary ​

  • Brief case study overview
  • Shown in case study listings
  • Recommended: 150-250 characters
  • Example: How we helped a retail chain increase online sales by 300% through digital transformation

Step 3: Case Study Content ​

Full Content ​

Use rich text editor for detailed case study:

Recommended Structure:

  1. Introduction:

    • Client background
    • Industry context
    • Initial situation

  2. Challenge:

    • Problems faced
    • Pain points
    • Business needs
    • Goals and objectives

  3. Solution:

    • Approach taken
    • Methodology
    • Technologies used
    • Implementation process
    • Key features

  4. Results:

    • Outcomes achieved
    • Metrics and KPIs
    • Business impact
    • Client feedback
    • Success stories

  5. Conclusion:

    • Lessons learned
    • Future plans
    • Takeaways

Step 4: Case Study Details ​

Project Status ​

Options:

  • Planning: Project in planning phase
  • In Progress: Currently being executed
  • Completed: Project finished

Project Duration ​

  • Start Date: Project start
  • End Date: Project completion
  • Duration: Auto-calculated

Project Type ​

  • Web Development
  • Mobile App
  • Digital Marketing
  • E-Commerce
  • System Integration
  • Consulting
  • Other

Step 5: Client Information ​

Client Details ​

Client Name:

  • Company or organization name
  • Required field
  • Example: RetailCorp Inc.

Client Industry:

  • Industry sector
  • Example: Retail & E-Commerce

Client Location:

  • City, Country
  • Example: New York, USA

Client Website:

  • Company website URL
  • Optional field
  • Example: https://retailcorp.com

Client Logo:

  • Upload client logo
  • Used in case study display
  • Recommended: Transparent PNG

Client Testimonial ​

Testimonial Quote:

  • Client feedback quote
  • Highlight key points
  • Make it compelling

Testimonial Author:

  • Name and title
  • Example: John Smith, CEO

Testimonial Image:

  • Author photo (optional)
  • Adds credibility

Step 6: Results and Metrics ​

Key Metrics ​

Add Metrics:

  1. Click Add Metric
  2. Enter:
    • Metric Name: What was measured
    • Value: Numerical result
    • Unit: Percentage, number, etc.
    • Description: Context

Example Metrics:

  • Sales Increase: 300%
  • User Engagement: +250%
  • Page Load Time: -60%
  • Conversion Rate: +45%
  • Cost Reduction: $500K/year

Results Summary ​

  • Brief results overview
  • Key achievements
  • Business impact
  • ROI information

Step 7: Case Study Media ​

  1. Click Set Featured Image
  2. Upload or select image
  3. Recommended size: 1200x675px
  4. Used in:
    • Case study listings
    • Case study detail page
    • Social sharing
  1. Click Add to Gallery
  2. Upload multiple images
  3. Showcase:
    • Before/after screenshots
    • Process documentation
    • Results visualization
    • Team photos
    • Client events
  4. Reorder by dragging
  5. Add captions

Step 8: Category Assignment ​

Select Category ​

  1. Choose existing category
  2. Or create new category
  3. Can assign to multiple categories
  4. First category is primary

Common Categories:

  • Web Development
  • Digital Marketing
  • E-Commerce
  • Mobile Apps
  • System Integration
  • Consulting

Step 9: Additional Settings ​

Status ​

  • Published: Visible on website
  • Draft: Saved but not published
  • Archived: Hidden from display
  • Toggle: Mark as featured
  • Featured case studies highlighted
  • Shown prominently
  • Use for best examples

Step 10: SEO Settings ​

Meta Information ​

  • Meta Title: Search engine title
  • Meta Description: Search result description
  • Keywords: Relevant keywords

Step 11: Save Case Study ​

  • Save Draft: Save without publishing
  • Publish: Make case study live
  • Toggle Status: Quick status change
  • Toggle Featured: Quick featured toggle

Case Study Structure ​

  1. Executive Summary

    • Brief overview
    • Key highlights
    • Quick wins

  2. The Challenge

    • Problem statement
    • Business context
    • Pain points

  3. The Solution

    • Approach
    • Implementation
    • Technologies

  4. The Results

    • Metrics
    • Outcomes
    • Impact

  5. Client Testimonial

    • Feedback
    • Quote
    • Author

  6. Conclusion

    • Summary
    • Lessons
    • Future

Client Information ​

Adding Client Details ​

Required Information:

  • Client name
  • Industry
  • Location

Optional Information:

  • Website
  • Logo
  • Contact person
  • Company size
  • Description

Client Testimonials ​

Best Practices:

  • Use real testimonials
  • Get permission
  • Include full name and title
  • Add photo if available
  • Make it specific

Results and Metrics ​

Adding Metrics ​

Metric Types:

  • Percentage: Growth, increase, decrease
  • Number: Count, amount, quantity
  • Time: Duration, speed, efficiency
  • Financial: Revenue, cost, ROI
  • Custom: Any measurable value

Displaying Results ​

Visualization:

  • Use charts/graphs (if supported)
  • Highlight key numbers
  • Show comparisons
  • Include context

Best Practices:

  • Use real data
  • Be specific
  • Show before/after
  • Include timeframes
  • Add context

Managing Case Studies ​

Case Study List View ​

Access at: /admin/case-studies

List Features ​

Search:

  • Search by title
  • Search by summary
  • Search by content
  • Search by client name
  • Real-time results

Filters:

  • Category: Filter by category
  • Status: Published/Draft/Archived
  • Featured: Featured/Not Featured
  • Project Status: Planning/In Progress/Completed

Sorting:

  • By Title (A-Z, Z-A)
  • By Date (Newest/Oldest)
  • By Category
  • By Status

Displayed Information ​

  • Case Study Title: Case study name
  • Client: Client name
  • Category: Assigned category
  • Status: Published/Draft
  • Featured: Featured badge
  • Project Status: Planning/In Progress/Completed

Editing Case Studies ​

  1. Click Edit on case study
  2. Make changes
  3. Click Update
  4. Changes saved

Deleting Case Studies ​

  1. Click Delete on case study
  2. Confirm deletion
  3. Warning: Cannot be undone
  4. Case study removed
  5. Gallery images deleted

Bulk Operations ​

Bulk Delete ​

  1. Select multiple case studies
  2. Click Bulk Actions → Delete
  3. Confirm deletion
  4. All selected case studies deleted

Frontend Display ​

Case Studies Page ​

URL: /case-studies

Features:

  • All published case studies
  • Category filtering
  • Search functionality
  • Case study cards showing:
    • Featured image
    • Title and summary
    • Client name
    • Category
    • Key metrics (if shown)
    • Read more button

Case Study Detail Page ​

URL: /case-studies/{slug}

Features:

  • Full case study content
  • Client information
  • Client testimonial
  • Results and metrics
  • Case study gallery
  • Related case studies
  • Social sharing

Category Filtering ​

URL: /case-studies/category/{category}

Features:

  • Case studies in specific category
  • Category name displayed
  • All case study features available
  • Filtered results

Best Practices ​

Case Study Creation ​

  1. Tell a Story:

    • Start with challenge
    • Show the journey
    • Highlight results
    • Include client voice

  2. Use Data:

    • Include real metrics
    • Show before/after
    • Quantify results
    • Add context

  3. Visual Content:

    • High-quality images
    • Screenshots
    • Charts/graphs
    • Client photos

Content Quality ​

  1. Be Specific:

    • Use real numbers
    • Include details
    • Show process
    • Explain methodology

  2. Show Impact:

    • Business outcomes
    • Client benefits
    • Long-term results
    • ROI information

  3. Client Voice:

    • Include testimonials
    • Use quotes
    • Show satisfaction
    • Add credibility

Troubleshooting ​

Case Study Not Displaying ​

Solutions:

  1. Check status (must be Published)
  2. Verify category is published
  3. Clear cache
  4. Check frontend settings

Metrics Not Showing ​

Solutions:

  1. Verify metrics are added
  2. Check metric format
  3. Clear cache
  4. Verify template

Images Not Uploading ​

Solutions:

  1. Check file size limits
  2. Verify file formats
  3. Check storage permissions
  4. Review error messages

Last Updated: [Date will be updated during final review]

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