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Business Analysis Case Study: Unlocking Growth Potential for a Company 

Have you ever wondered what are the necessary steps for conducting a Business Analyst Case Study? This blog will take you through the steps for conducting it.

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Table of Contents  

1) An overview of the Business Analysis Case Study 

2) Step 1: Understanding the company and its objectives 

3) Step 2: Gathering relevant data 

4) Step 3: Conducting SWOT analysis 

5) Step 4: Identifying key issues and prioritising 

6) Step 5: Analysing the root causes 

7) Step 6: Proposing solutions and developing an action plan 

8) Step 7: Monitoring and evaluation 

9) Conclusion 

An overview of the Business Analysis Case Study  

To kickstart our analysis, we will gain a deep understanding of the company's background, industry, and specific objectives. By examining the hypothetical company's objectives and aligning our analysis with its goals, we can lay the groundwork for a focused and targeted approach. This Business Analysis Case Study will demonstrate how the analysis process is pivotal in driving growth and overcoming obstacles that hinder success. 

Moving forward, we will navigate through various steps involved in the case study, including gathering relevant data, conducting a SWOT analysis, identifying key issues, analysing root causes, proposing solutions, and developing an action plan. By following this step-by-step approach, we can address the core challenges and devise actionable strategies that align with the company's objectives. 

The primary focus of this Business Analysis Case Study is to highlight the significance of Business Analysis in identifying key issues, evaluating potential growth opportunities, and developing effective solutions. Through a comprehensive examination of the hypothetical company's strengths, weaknesses, opportunities, and threats, we will gain valuable insights that drive informed decision-making. 

By the end of this Business Analysis Case Study, we aim to provide a holistic view of the analysis process, its benefits, and the transformative impact it can have on unlocking growth potential. Through real-world examples and practical solutions, we will showcase the power of Business Analysis in driving success and propelling companies towards achieving their goals. So, let's dive into the fascinating journey of this Business Analysis Case Study and explore the path to unlocking growth potential for our hypothetical company. 

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Step 1: Understanding the company and its objectives  

In this initial step, we need to gain a thorough understanding of the hypothetical company's background, industry, and specific objectives. Our hypothetical company, TechSolutions Ltd., is a software development firm aiming to expand its customer base and increase revenue by 20% within the next year. 

TechSolutions Ltd. operates in the dynamic software solutions market, catering to various industries such as finance, healthcare, and manufacturing. The company's primary objective is to leverage its technical expertise and establish itself as a leading provider of innovative software solutions. This objective sets the foundation for our analysis, enabling us to align our efforts with the company's goals. 

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Step 2: Gathering relevant data  

To conduct a comprehensive analysis, we need to gather relevant data pertaining to the company's operations, market trends, competitors, customer preferences, and financial performance. This data serves as a valuable resource to gain insights into the company's current position and identify growth opportunities. 

For our case study, TechSolutions Ltd. collects data on various aspects, including customer satisfaction levels, market penetration rates, and financial metrics such as revenue, costs, and profitability. Additionally, industry reports, market research, and competitor analysis provide insights into market trends, emerging technologies, and the competitive landscape. This data-driven approach ensures that our analysis is well-informed and grounded in reality. 

DATA Analysis Insights

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Step 3: Conducting SWOT analysis  

A SWOT analysis is a powerful tool to assess the company's internal strengths and weaknesses, as well as external opportunities and threats. By conducting a thorough SWOT analysis, we can gain valuable insights into the company's strategic position and identify factors that impact its growth potential. 

Conducting SWOT analysis

Step 4: Identifying key issues and prioritising  

Outdated Technology Infrastructure

In the case of TechSolutions Ltd., the analysis reveals two primary issues: an outdated technology infrastructure and limited marketing efforts. These issues are prioritised as they directly impact the company's ability to meet its growth objectives. By addressing these key issues, TechSolutions Ltd. can position itself for sustainable growth. 

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Step 5: Analysing the root causes  

To develop effective solutions, we must analyse the root causes behind the identified issues. This involves a detailed examination of internal processes, conducting interviews with key stakeholders, and exploring market dynamics. By identifying the underlying factors contributing to the issues, we can tailor our solutions to address them at their core. 

In the case of TechSolutions Ltd., the analysis reveals that the outdated technology infrastructure is primarily due to budget constraints and a lack of awareness about the latest software solutions. Limited marketing efforts arise from a shortage of skilled personnel and inadequate allocation of resources. 

Understanding these root causes provides valuable insights for developing targeted and impactful solutions. 

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Step 6: Proposing solutions and developing an action plan  

Action Plan

For TechSolutions Ltd., the following solutions are proposed: 

a) Allocate a portion of the budget for technology upgrades and training: TechSolutions Ltd. should allocate a dedicated portion of its budget to upgrade its technology infrastructure and invest in training its employees on the latest software tools and technologies. This will ensure that the company remains competitive and can deliver cutting-edge solutions to its customers. 

b) Hire a dedicated marketing team and allocate resources for targeted campaigns: To overcome the limited marketing efforts, TechSolutions Ltd. should invest in building a skilled and dedicated marketing team. This team will focus on developing comprehensive marketing strategies, leveraging digital platforms, and conducting targeted campaigns to reach potential customers effectively. 

c) Strengthen partnerships with industry influencers: Collaborating with industry influencers can significantly enhance TechSolutions Ltd.'s brand visibility and credibility. By identifying key industry influencers and forming strategic partnerships, the company can tap into their existing networks and gain access to a wider customer base. 

d) Implement a customer feedback system: To enhance product quality and meet customer expectations, TechSolutions Ltd. should establish a robust customer feedback system. This system will enable the company to gather valuable insights, identify areas for improvement, and promptly address any customer concerns or suggestions. Regular feedback loops will foster customer loyalty and drive business growth. 

The proposed solutions are outlined in a detailed action plan, specifying the timeline, responsible individuals, and measurable milestones for each solution. Regular progress updates and performance evaluations ensure that the solutions are effectively implemented and deliver the desired outcomes. 

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Step 7: Monitoring and evaluation  

Monitoring and evaluation

Conclusion  

In this detailed Business Analysis Case Study, we explored the challenges faced by a hypothetical company, TechSolutions Ltd., and proposed comprehensive solutions to unlock its growth potential. By following a systematic analysis process, which includes understanding the company's objectives, conducting a SWOT analysis, identifying key issues, analysing root causes, proposing solutions, and monitoring progress, businesses can effectively address their challenges and drive success. 

Business Analysis plays a vital role in identifying areas for improvement and implementing strategic initiatives. By leveraging data-driven insights and taking proactive measures, companies can navigate competitive landscapes, overcome obstacles, and achieve their growth objectives. With careful analysis and targeted solutions, TechSolutions Ltd. is poised to unlock its growth potential and establish itself as a leading software development firm in the industry. By implementing the proposed solutions and continuously monitoring their progress, the company will be well-positioned for long-term success and sustainable growth. 

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Business Analyst Case Study

A business analyst case stud y is used to give near-world exposure to a business analyst. So, in this post, we will be discussing what is business analysis, what is business analysis, and what are the requirements and strategies of an analyst. Plus, a business case analysis example for better understanding. Let’s start with understanding what is business analysis before we go to analyst case studies.

What is business analysis?

Business Analysis is a search for identifying the business needs, threats, and problems and finding and implementing the solutions and changes which are required for the business.

It has three different roles which define the discipline

  • Analysing the whole business, and its elements to identify any process or elements and identifying the spots which require changes.
  • To find every possible solution for any business problem and to implement the most suited solution.
  • And, therefore, to evaluate the new process of working.

Business Analyst Case Study

Who is a Business Analyst?

A business analyst also known as BA analyses the business process, systems, documentation, business model, and technologies to identify the problems and to guide the business towards a better process, structure, product, and technology.

In business analysis, there are many more roles than just business analysis like business systems, systems, processes, product analysis, data scientist etc.

And to understand, what is business analyst, now understand the business analyst roles.  

Business Analyst Role

Before we understand the business analyst case study, let’s understand the business analyst’s role in an organization. To get a better understanding of the job and their roles and responsibilities.

Business Analyst Role

Understand Business Requirements 

The very first thing of an analyst is to understand the needs and requirements of the business and what requirements the business is lacking.

Finding Solutions

The business analyst’s role is to find the solutions for problems which are gathered in the business process, requirements systems, technologies etc.

Project Implementation

A business analyst not only has to create a solution plan plus they have to design and implement the solution in an organization. 

Requirements For Function

It is important to analyze what is required to complete the project. As a result, to understand the business analyst’s case study an analyst identifies the requirements needed and fulfils those requirements.

Another business analyst’s role is to test their processes, solutions, and techniques before implementing and making them perfect for the organization. 

Decision Making & Problem-Solving

It is one of the roles which is spread all of their jobs because of making a decision and solving problems. For every problem in business, a business analyst is to find and implement the solution. 

Maintenance of System and Operations

A  business analyst also says that they have to provide maintenance, system validation reports, and deactivation plans. Plus, the analyst is also involved in evaluating the replacement or deactivation is needed.

Moreover, for a better understanding of the business analyst role and these business analyst case studies, here are the business analysis requirements and business analysis techniques. Therefore, it explains how a business analyst works.  

Business analysis requirements

Business analysis requirements are divided into different categories. It is a piece of documentation which includes their needs, things which need updations changes etc.

Business Analysis Requirements

So business analysis requirements are classified into:

STAKEHOLDER REQUIREMENTS

Firstly, it’s important to understand who are the stakeholders , to understand a business analyst case study the related stakeholders play an important role in understanding their needs and requirements and understanding how business decisions will impact them.

Documenting and fulfilling the stakeholder’s requirements fulfils their requirements and later they fulfil the business requirements.

BUSINESS REQUIREMENTS

Secondly, to create a systematic business plan which includes all the requirements, a working map of the business, and a structure of responsibilities of each person.

SOLUTION REQUIREMENTS

Solution requirements are said to the process or quality improvement i.e. changes that are made in the business process or in quality that will fulfil the stakeholder’s requirements. Such a problem will be discussed later in the business analyst case study. As a result, solution requirements in business analysis requirements are classified into:

  • Functional Requirments
  • Non Functional Requirments

TRANSITION REQUIREMENTS

These requirements refer to the changes that which business wanted in its process. Therefore, in simple terms, it is a process of a transaction from the current state to the target state.

A transition can be about any process or domain which might be misunderstood, so it’s important to document before starting work on the project. 

business analysis techniques

Business analysis techniques are some of the ways through which business analysts use to determine the environment of the business. These techniques are used later in the business analyst case studies.

Also, these techniques determine which business decisions can be most effective and from which decisions the firm has to face consequences

Business Analysis Techniques

Here are the 4 most common business analysis techniques:

MOST refers to Mission, Objectives, and Strategies. It helps in evaluating the internal analysis of the mission statement. Furthermore, it formulates strategies to tackle hurdles in achieving organisational objectives

It helps in analysing the external environment of the organization. PESTLE stands for:

  • Political: changes in political parties in their ideology, and their policy can affect business decisions.
  • Economical: the economic conditions, economic growth and other economic factors.
  • Social: environment of social society and analysing how the business will be impacted by society culture  
  • Technology: latest technology, and upcoming changes to keep business decisions accurate.
  • Legal: Law, rules, and regulations which are related to the business environment.
  • Environmental: analysing how the business decision will impact the environment.

In a business analyst case study, a business is divided into four parts. An organization can make four different decisions for each segment. Also, SWOT analysis has four different segments:

  • Opportunities

Organization analysis of each aspect of business and each business aspect goes to one of these segments.

So, the organization knows which segments need improvements and what are their USPs   

MoSCoW stands for Must or Should, Could or Would. This technique requires analyses of every requirement and marks its level of prioritization.

Afterwards, requirements with the highest prioritization get priority attention.

To understand an analyst job, a business analyst case study will give a real example. So, here is the problem followed by the solution of how a business analysis example will solve the problem:

In the problem section of the business analyst case study, we discuss the actual problem of the business case analysis example. Furthermore, it is a problem for the consumer goods companies (food industry) that are targeting to expand their business. Therefore, here is the problem for business analysis example:

The target for a business analyst is to find the insights of quality measurement systems’ best practices which are required to create better products and the tools and the process which will be required to do so.

Solution 

The solution for these business analyst case studies is divided into subparts. Moreover, the process for finding quality improvement is to find the benchmarking, creating tools, continuous feedback and finalization.

Business Analyst Function Flow

Information gathering

The very first step of any business problem is to gather information as possible related to that business analysis example. However, gather all the background information related to background i:e information related to the department, and the history of the problem in the organization.

Afterwards, it’s important to understand the various elements which can affect the business analysis strategy. Two models for information gathering:

  • PESTEL Analysis: This method analyzes the external environment of the business. The impacts of different environments on your business or your business decisions .
  • Porter’s Five Force Model : In the analysis of the business environment or impact on business decisions by evaluating Industry competitors, new entrants, substitutes, buyers and suppliers.

  Identify Related Stakeholders

As we are moving further in our business analyst case study, an analyst needs to identify all the stakeholders who are associated with the decision. It’s important to understand how different groups can be affected by the decision.

So it’s, important to make a decision which suits each group of the business. Different groups in business are:

  • Shareholders
  • Competitors

Discover Business Objectives

As the business case study examples say after the background information and understanding of the stake behind the decision. Also, it’s important to understand that the decision will reflect the company’s objective. Moreover, every business case analysis example shows that the decision of the business reflects the business objectives, vision and mission.

Analysis & Benchmarking

Moving further in the business analyst case study and according to our problem of improving product quality improvement.

Analysing the recent process of setting up benchmarks. To create high-quality food products, here is the process:

  • Firstly measure the old process and benchmarks
  • Compare the organization’s benchmark with competitors’ benchmarks and standards.
  • Research for standards and benchmarks needed for improving the quality.
  • In-depth interviews and a survey frame the conduction by the production head, researchers, and experts, to identify small sports to improve.

Tool Creation

After all the findings and research work , the next step in the business analysis example is to create tools and fill the loopholes in the existing process to create a more suitable method.

Note: The process of tool creation and mapping is theoretical.

Afterwards, a final document which includes the findings, and research. Plus, the most suitable process will get on documents.

Requirements for new process added to the document.

As the name suggests in this business analyst case study the designed plan gets trial runs. The goal is to achieve the perfect quality of food. Moreover, it creates more than one process in theory with different variations.

Finalization

After continuous trials and feedback, it is essential to determine the best alternative in the next step of the business analyst case study. As a result, the organization select the best alternative which is most suited and effective. Calculation of process effectiveness:

  • Quality of product

Evaluate Value Added By Project

In the final stage of our business analyst case study, it is important to determine how effective and how the process of improving quality added to the profit levels of the business.

So, it was one of the business analyst case studies to explain real-world working and their requirements and strategies.

What is a case study for a business analyst?

Business case studies, either involve an ongoing issue or a company’s success, and analysts have communicative tools to determine the right decisions for business. Plus they demonstrate higher value & competence.

How do you write a case study for a business analyst?

Steps to writing a case study analysis

  • Step 1: Investigate the Company’s History and Growth
  • Step 2: Identify Strengths and Weaknesses
  • Step 3: Examine the External Environment.
  • Step 4: Analyze Your Findings.
  • Step 5: Identify Corporate-Level Strategy.
  • Step 6: Identify Business-Level Strategy.
  • Step 7: Analyze Implementations.

What Does a Business Analyst Do?

Business analysts go by many other job titles, including:

  • Business Architect
  • Business Intelligence Analyst
  • Business Systems Analyst
  • Data Scientist
  • Enterprise Analyst
  • Management Consultant
  • Process Analyst
  • Product Manager
  • Product Owner
  • Requirements Engineer
  • Systems Analyst

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47 case interview examples (from McKinsey, BCG, Bain, etc.)

Case interview examples - McKinsey, BCG, Bain, etc.

One of the best ways to prepare for   case interviews  at firms like McKinsey, BCG, or Bain, is by studying case interview examples. 

There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.

The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.

  • McKinsey examples
  • BCG examples
  • Bain examples
  • Deloitte examples
  • Other firms' examples
  • Case books from consulting clubs
  • Case interview preparation

Click here to practise 1-on-1 with MBB ex-interviewers

1. mckinsey case interview examples.

  • Beautify case interview (McKinsey website)
  • Diconsa case interview (McKinsey website)
  • Electro-light case interview (McKinsey website)
  • GlobaPharm case interview (McKinsey website)
  • National Education case interview (McKinsey website)
  • Talbot Trucks case interview (McKinsey website)
  • Shops Corporation case interview (McKinsey website)
  • Conservation Forever case interview (McKinsey website)
  • McKinsey case interview guide (by IGotAnOffer)
  • McKinsey live case interview extract (by IGotAnOffer) - See below

2. BCG case interview examples

  • Foods Inc and GenCo case samples  (BCG website)
  • Chateau Boomerang written case interview  (BCG website)
  • BCG case interview guide (by IGotAnOffer)
  • Written cases guide (by IGotAnOffer)
  • BCG live case interview with notes (by IGotAnOffer)
  • BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
  • BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below

3. Bain case interview examples

  • CoffeeCo practice case (Bain website)
  • FashionCo practice case (Bain website)
  • Associate Consultant mock interview video (Bain website)
  • Consultant mock interview video (Bain website)
  • Written case interview tips (Bain website)
  • Bain case interview guide   (by IGotAnOffer)
  • Digital transformation case with ex-Bain consultant
  • Bain case mock interview with ex-Bain manager (below)

4. Deloitte case interview examples

  • Engagement Strategy practice case (Deloitte website)
  • Recreation Unlimited practice case (Deloitte website)
  • Strategic Vision practice case (Deloitte website)
  • Retail Strategy practice case  (Deloitte website)
  • Finance Strategy practice case  (Deloitte website)
  • Talent Management practice case (Deloitte website)
  • Enterprise Resource Management practice case (Deloitte website)
  • Footloose written case  (by Deloitte)
  • Deloitte case interview guide (by IGotAnOffer)

5. Accenture case interview examples

  • Case interview workbook (by Accenture)
  • Accenture case interview guide (by IGotAnOffer)

6. OC&C case interview examples

  • Leisure Club case example (by OC&C)
  • Imported Spirits case example (by OC&C)

7. Oliver Wyman case interview examples

  • Wumbleworld case sample (Oliver Wyman website)
  • Aqualine case sample (Oliver Wyman website)
  • Oliver Wyman case interview guide (by IGotAnOffer)

8. A.T. Kearney case interview examples

  • Promotion planning case question (A.T. Kearney website)
  • Consulting case book and examples (by A.T. Kearney)
  • AT Kearney case interview guide (by IGotAnOffer)

9. Strategy& / PWC case interview examples

  • Presentation overview with sample questions (by Strategy& / PWC)
  • Strategy& / PWC case interview guide (by IGotAnOffer)

10. L.E.K. Consulting case interview examples

  • Case interview example video walkthrough   (L.E.K. website)
  • Market sizing case example video walkthrough  (L.E.K. website)

11. Roland Berger case interview examples

  • Transit oriented development case webinar part 1  (Roland Berger website)
  • Transit oriented development case webinar part 2   (Roland Berger website)
  • 3D printed hip implants case webinar part 1   (Roland Berger website)
  • 3D printed hip implants case webinar part 2   (Roland Berger website)
  • Roland Berger case interview guide   (by IGotAnOffer)

12. Capital One case interview examples

  • Case interview example video walkthrough  (Capital One website)
  • Capital One case interview guide (by IGotAnOffer)

12. EY Parthenon case interview examples

  • Candidate-led case example with feedback (by IGotAnOffer)

14. Consulting clubs case interview examples

  • Berkeley case book (2006)
  • Columbia case book (2006)
  • Darden case book (2012)
  • Darden case book (2018)
  • Duke case book (2010)
  • Duke case book (2014)
  • ESADE case book (2011)
  • Goizueta case book (2006)
  • Illinois case book (2015)
  • LBS case book (2006)
  • MIT case book (2001)
  • Notre Dame case book (2017)
  • Ross case book (2010)
  • Wharton case book (2010)

Practice with experts

Using case interview examples is a key part of your interview preparation, but it isn’t enough.

At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!

The IGotAnOffer team

Related articles:

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Data Analytics Case Study: Complete Guide in 2024

Data Analytics Case Study: Complete Guide in 2024

What are data analytics case study interviews.

When you’re trying to land a data analyst job, the last thing to stand in your way is the data analytics case study interview.

One reason they’re so challenging is that case studies don’t typically have a right or wrong answer.

Instead, case study interviews require you to come up with a hypothesis for an analytics question and then produce data to support or validate your hypothesis. In other words, it’s not just about your technical skills; you’re also being tested on creative problem-solving and your ability to communicate with stakeholders.

This article provides an overview of how to answer data analytics case study interview questions. You can find an in-depth course in the data analytics learning path .

How to Solve Data Analytics Case Questions

Check out our video below on How to solve a Data Analytics case study problem:

Data Analytics Case Study Vide Guide

With data analyst case questions, you will need to answer two key questions:

  • What metrics should I propose?
  • How do I write a SQL query to get the metrics I need?

In short, to ace a data analytics case interview, you not only need to brush up on case questions, but you also should be adept at writing all types of SQL queries and have strong data sense.

These questions are especially challenging to answer if you don’t have a framework or know how to answer them. To help you prepare, we created this step-by-step guide to answering data analytics case questions.

We show you how to use a framework to answer case questions, provide example analytics questions, and help you understand the difference between analytics case studies and product metrics case studies .

Data Analytics Cases vs Product Metrics Questions

Product case questions sometimes get lumped in with data analytics cases.

Ultimately, the type of case question you are asked will depend on the role. For example, product analysts will likely face more product-oriented questions.

Product metrics cases tend to focus on a hypothetical situation. You might be asked to:

Investigate Metrics - One of the most common types will ask you to investigate a metric, usually one that’s going up or down. For example, “Why are Facebook friend requests falling by 10 percent?”

Measure Product/Feature Success - A lot of analytics cases revolve around the measurement of product success and feature changes. For example, “We want to add X feature to product Y. What metrics would you track to make sure that’s a good idea?”

With product data cases, the key difference is that you may or may not be required to write the SQL query to find the metric.

Instead, these interviews are more theoretical and are designed to assess your product sense and ability to think about analytics problems from a product perspective. Product metrics questions may also show up in the data analyst interview , but likely only for product data analyst roles.

how to solve business analyst case study

TRY CHECKING: Marketing Analytics Case Study Guide

Data Analytics Case Study Question: Sample Solution

Data Analytics Case Study Sample Solution

Let’s start with an example data analytics case question :

You’re given a table that represents search results from searches on Facebook. The query column is the search term, the position column represents each position the search result came in, and the rating column represents the human rating from 1 to 5, where 5 is high relevance, and 1 is low relevance.

Each row in the search_events table represents a single search, with the has_clicked column representing if a user clicked on a result or not. We have a hypothesis that the CTR is dependent on the search result rating.

Write a query to return data to support or disprove this hypothesis.

search_results table:

search_events table

Step 1: With Data Analytics Case Studies, Start by Making Assumptions

Hint: Start by making assumptions and thinking out loud. With this question, focus on coming up with a metric to support the hypothesis. If the question is unclear or if you think you need more information, be sure to ask.

Answer. The hypothesis is that CTR is dependent on search result rating. Therefore, we want to focus on the CTR metric, and we can assume:

  • If CTR is high when search result ratings are high, and CTR is low when the search result ratings are low, then the hypothesis is correct.
  • If CTR is low when the search ratings are high, or there is no proven correlation between the two, then our hypothesis is not proven.

Step 2: Provide a Solution for the Case Question

Hint: Walk the interviewer through your reasoning. Talking about the decisions you make and why you’re making them shows off your problem-solving approach.

Answer. One way we can investigate the hypothesis is to look at the results split into different search rating buckets. For example, if we measure the CTR for results rated at 1, then those rated at 2, and so on, we can identify if an increase in rating is correlated with an increase in CTR.

First, I’d write a query to get the number of results for each query in each bucket. We want to look at the distribution of results that are less than a rating threshold, which will help us see the relationship between search rating and CTR.

This CTE aggregates the number of results that are less than a certain rating threshold. Later, we can use this to see the percentage that are in each bucket. If we re-join to the search_events table, we can calculate the CTR by then grouping by each bucket.

Step 3: Use Analysis to Backup Your Solution

Hint: Be prepared to justify your solution. Interviewers will follow up with questions about your reasoning, and ask why you make certain assumptions.

Answer. By using the CASE WHEN statement, I calculated each ratings bucket by checking to see if all the search results were less than 1, 2, or 3 by subtracting the total from the number within the bucket and seeing if it equates to 0.

I did that to get away from averages in our bucketing system. Outliers would make it more difficult to measure the effect of bad ratings. For example, if a query had a 1 rating and another had a 5 rating, that would equate to an average of 3. Whereas in my solution, a query with all of the results under 1, 2, or 3 lets us know that it actually has bad ratings.

Product Data Case Question: Sample Solution

product analytics on screen

In product metrics interviews, you’ll likely be asked about analytics, but the discussion will be more theoretical. You’ll propose a solution to a problem, and supply the metrics you’ll use to investigate or solve it. You may or may not be required to write a SQL query to get those metrics.

We’ll start with an example product metrics case study question :

Let’s say you work for a social media company that has just done a launch in a new city. Looking at weekly metrics, you see a slow decrease in the average number of comments per user from January to March in this city.

The company has been consistently growing new users in the city from January to March.

What are some reasons why the average number of comments per user would be decreasing and what metrics would you look into?

Step 1: Ask Clarifying Questions Specific to the Case

Hint: This question is very vague. It’s all hypothetical, so we don’t know very much about users, what the product is, and how people might be interacting. Be sure you ask questions upfront about the product.

Answer: Before I jump into an answer, I’d like to ask a few questions:

  • Who uses this social network? How do they interact with each other?
  • Has there been any performance issues that might be causing the problem?
  • What are the goals of this particular launch?
  • Has there been any changes to the comment features in recent weeks?

For the sake of this example, let’s say we learn that it’s a social network similar to Facebook with a young audience, and the goals of the launch are to grow the user base. Also, there have been no performance issues and the commenting feature hasn’t been changed since launch.

Step 2: Use the Case Question to Make Assumptions

Hint: Look for clues in the question. For example, this case gives you a metric, “average number of comments per user.” Consider if the clue might be helpful in your solution. But be careful, sometimes questions are designed to throw you off track.

Answer: From the question, we can hypothesize a little bit. For example, we know that user count is increasing linearly. That means two things:

  • The decreasing comments issue isn’t a result of a declining user base.
  • The cause isn’t loss of platform.

We can also model out the data to help us get a better picture of the average number of comments per user metric:

  • January: 10000 users, 30000 comments, 3 comments/user
  • February: 20000 users, 50000 comments, 2.5 comments/user
  • March: 30000 users, 60000 comments, 2 comments/user

One thing to note: Although this is an interesting metric, I’m not sure if it will help us solve this question. For one, average comments per user doesn’t account for churn. We might assume that during the three-month period users are churning off the platform. Let’s say the churn rate is 25% in January, 20% in February and 15% in March.

Step 3: Make a Hypothesis About the Data

Hint: Don’t worry too much about making a correct hypothesis. Instead, interviewers want to get a sense of your product initiation and that you’re on the right track. Also, be prepared to measure your hypothesis.

Answer. I would say that average comments per user isn’t a great metric to use, because it doesn’t reveal insights into what’s really causing this issue.

That’s because it doesn’t account for active users, which are the users who are actually commenting. A better metric to investigate would be retained users and monthly active users.

What I suspect is causing the issue is that active users are commenting frequently and are responsible for the increase in comments month-to-month. New users, on the other hand, aren’t as engaged and aren’t commenting as often.

Step 4: Provide Metrics and Data Analysis

Hint: Within your solution, include key metrics that you’d like to investigate that will help you measure success.

Answer: I’d say there are a few ways we could investigate the cause of this problem, but the one I’d be most interested in would be the engagement of monthly active users.

If the growth in comments is coming from active users, that would help us understand how we’re doing at retaining users. Plus, it will also show if new users are less engaged and commenting less frequently.

One way that we could dig into this would be to segment users by their onboarding date, which would help us to visualize engagement and see how engaged some of our longest-retained users are.

If engagement of new users is the issue, that will give us some options in terms of strategies for addressing the problem. For example, we could test new onboarding or commenting features designed to generate engagement.

Step 5: Propose a Solution for the Case Question

Hint: In the majority of cases, your initial assumptions might be incorrect, or the interviewer might throw you a curveball. Be prepared to make new hypotheses or discuss the pitfalls of your analysis.

Answer. If the cause wasn’t due to a lack of engagement among new users, then I’d want to investigate active users. One potential cause would be active users commenting less. In that case, we’d know that our earliest users were churning out, and that engagement among new users was potentially growing.

Again, I think we’d want to focus on user engagement since the onboarding date. That would help us understand if we were seeing higher levels of churn among active users, and we could start to identify some solutions there.

Tip: Use a Framework to Solve Data Analytics Case Questions

Analytics case questions can be challenging, but they’re much more challenging if you don’t use a framework. Without a framework, it’s easier to get lost in your answer, to get stuck, and really lose the confidence of your interviewer. Find helpful frameworks for data analytics questions in our data analytics learning path and our product metrics learning path .

Once you have the framework down, what’s the best way to practice? Mock interviews with our coaches are very effective, as you’ll get feedback and helpful tips as you answer. You can also learn a lot by practicing P2P mock interviews with other Interview Query students. No data analytics background? Check out how to become a data analyst without a degree .

Finally, if you’re looking for sample data analytics case questions and other types of interview questions, see our guide on the top data analyst interview questions .

  • Case Interview: A comprehensive guide
  • Pyramid Principle
  • Hypothesis driven structure
  • Fit Interview
  • Consulting math
  • The key to landing your consulting job
  • What is a case interview?
  • Types of case interview
  • How to solve cases with the Problem-Driven Structure?
  • What to remember in case interviews
  • Case examples or building blocks?
  • How do I prepare for case interviews
  • Interview day tips
  • How we can help

1. The key to landing your consulting job.

Case interviews - where you are asked to solve a business case study under scrutiny - are the core of the selection process right across McKinsey, Bain and BCG (the “MBB” firms). This interview format is also used pretty much universally across other high-end consultancies; including LEK, Kearney, Oliver Wyman and the consulting wings of the “Big Four”.

If you want to land a job at any of these firms, you will have to ace multiple case interviews.

It is increasingly likely that you will also have to solve online cases given by chatbots. You might need to pass these either before making it to interview or be asked to sit them alongside first round interviews.

Importantly, case studies aren’t something you can just wing . Firms explicitly expect you to have thoroughly prepared and many of your competitors on interview day will have been prepping for months.

Don’t worry though - MCC is here to help!

This article will take you through a full overview of everything you’ll need to know to do well, linking to more detailed articles and resources at each stage to let you really drill down into the details.

As well as traditional case interviews, we’ll also attend to the new formats in which cases are being delivered and otherwise make sure you’re up to speed with recent trends in this overall part of consulting recruitment.

Before we can figure out how to prepare for a case interview, though, we will first have to properly understand in detail what exactly you are up against. What format does a standard consulting case interview take? What is expected of you? How will you be assessed?

Let's dive right in and find out!

Professional help

Before going further, if this sounds like a lot to get your head around on your own, don't worry - help is available!

Our Case Academy course gives you everything you need to know to crack cases like a pro:

Case Academy Course

To put what you learn into practice (and secure some savings in the process) you can add mock interview coaching sessions with expereinced MBB consultants:

Coaching options

And, if you just want an experienced consultant to take charge of the whole selection process for you, you can check out our comprehensive mentoring programmes:

Explore mentoring

Now, back to the article!

2. What is a case interview?

Before we can hope to tackle a case interview, we have to understand what one is.

In short, a case interview simulates real consulting work by having you solve a business case study in conversation with your interviewer.

This case study will be a business problem where you have to advise a client - that is, an imaginary business or similar organisation in need of guidance.

You must help this client solve a problem and/or make a decision. This requires you to analyse the information you are given about that client organisation and figure out a final recommendation for what they should do next.

Business problems in general obviously vary in difficulty. Some are quite straightforward and can be addressed with fairly standard solutions. However, consulting firms exist precisely to solve the tough issues that businesses have failed to deal with internally - and so consultants will typically work on complex, idiosyncratic problems requiring novel solutions.

Some examples of case study questions might be:

  • How much would you pay for a banking licence in Ghana?
  • Estimate the potential value of the electric vehicle market in Germany
  • How much gas storage capacity should a UK domestic energy supplier build?

Consulting firms need the brightest minds they can find to put to work on these important, difficult projects. You can expect the case studies you have to solve in interview, then, to echo the unique, complicated problems consultancies deal with every day. As we’ll explain here, this means that you need to be ready to think outside the box to figure out genuinely novel solutions.

2.1. Where are case interviews in the consulting selection process?

Not everyone who applies to a consulting firm will have a case interview - far from it!

In fact, case interviews are pretty expensive and inconvenient for firms to host, requiring them to take consultants off active projects and even fly them back to the office from location for in-person interviews (although this happens less frequently now). Ideally, firms want to cut costs and save time by narrowing down the candidate pool as much as possible before any live interviews.

As such, there are some hoops to jump through before you make it to interview rounds.

Firms will typically eliminate as much as 80% of the applicant pool before interviews start . For most firms, 50%+ of applicants might be cut based on resumes, before a similar cut is made on those remaining based on aptitude tests. McKinsey currently gives their Solve assessment to most applicants, but will use their resulting test scores alongside resumes to cut 70%+ of the candidate pool before interviews.

You'll need to be on top of your game to get as far as an interview with a top firm. Getting through the resume screen and any aptitude tests is an achievement in itself! Also we need to note that the general timeline of an application can differ depending on a series of factors, including which position you apply, your background, and the office you are applying to. For example, an undergraduate applying for a Business Analyst position (the entry level job at McKinsey) will most likely be part of a recruitment cycle and as such have pretty fixed dates when they need to sit the pre-screening test, and have the first and second round interviews (see more on those below). Conversely, an experienced hire will most likely have a much greater choice of test and interview dates as well as more time at their disposal to prepare.

For readers not yet embroiled in the selection process themselves, let’s put case interviews in context and take a quick look at each stage in turn. Importantly, note that you might also be asked to solve case studies outside interviews as well…

2.1.1. Application screen

It’s sometimes easy to forget that such a large cut is made at the application stage. At larger firms, this will mean your resume and cover letter is looked at by some combination of AI tools, recruitment staff and junior consulting staff (often someone from your own university).

Only the best applications will be passed to later stages, so make sure to check out our free resume and cover letter guides, and potentially get help with editing , to give yourself the best chance possible.

2.1.2. Aptitude tests and online cases

This part of the selection process has been changing quickly in recent years and is increasingly beginning to blur into the traditionally separate case interview rounds.

In the past, GMAT or PST style tests were the norm. Firms then used increasingly sophisticated and often gamified aptitude tests, like the Pymetrics test currently used by several firms, including BCG and Bain, and the original version of McKinsey’s Solve assessment (then branded as the Problem Solving Game).

Now, though, there is a move towards delivering relatively sophisticated case studies online. For example, McKinsey has replaced half the old Solve assessment with an online case. BCG’s Casey chatbot case now directly replaces a live first round case interview, and in the new era of AI chatbots, we expect these online cases to quickly become more realistic and increasingly start to relieve firms of some of the costs of live interviews.

Our consultants collectively reckon that, over time, 50% of case interviews are likely to be replaced with these kinds of cases . We give some specific advice for online cases in section six. However, the important thing to note is that these are still just simulations of traditional case interviews - you still need to learn how to solve cases in precisely the same way, and your prep will largely remain the same.

2.1.3. Rounds of Interviews

Now, let’s not go overboard with talk of AI. Even in the long term, the client facing nature of consulting means that firms will have live case interviews for as long as they are hiring anyone. And in the immediate term, case interviews are still absolutely the core of consulting selection.

Before landing an offer at McKinsey, Bain, BCG or any similar firm, you won’t just have one case interview, but will have to complete four to six case interviews, usually divided into two rounds, with each interview lasting approximately 50-60 minutes .

Being invited to first round usually means two or three case interviews. As noted above, you might also be asked to complete an online case or similar alongside your first round interviews.

If you ace first round, you will be invited to second round to face the same again, but more gruelling. Only then - after up to six case interviews in total, can you hope to receive an offer.

2.2. Differences between first and second round interviews

Despite interviews in the first and second round following the same format, second/final round interviews will be significantly more intense . The seniority of the interviewer, time pressure (with up to three interviews back-to-back), and the sheer value of the job at stake will likely make a second round consulting case interview one of the most challenging moments of your professional life.

There are three key differences between the two rounds:

  • Time Pressure : Final round case interviews test your ability to perform under pressure, with as many as three interviews in a row and often only very small breaks between them.
  • Focus : Since second round interviewers tend to be more senior (usually partners with 12+ years experience) and will be more interested in your personality and ability to handle challenges independently. Some partners will drill down into your experiences and achievements to the extreme. They want to understand how you react to challenges and your ability to identify and learn from past mistakes.
  • Psychological Pressure: While case interviews in the first round are usually more focused on you simply cracking the case, second round interviewers often employ a "bad cop" strategy to test the way you react to challenges and uncertainty.

2.3. What skills do case interviews assess?

Reliably impressing your interviewers means knowing what they are looking for. This means understanding the skills you are being assessed against in some detail.

Overall, it’s important always to remember that, with case studies, there are no strict right or wrong answers. What really matters is how you think problems through, how confident you are with your conclusions and how quick you are with the back of the envelope arithmetic.

The objective of this kind of interview isn’t to get to one particular solution, but to assess your skillset. This is even true of modern online cases, where sophisticated AI algorithms score how you work as well as the solutions you generate.

If you visit McKinsey , Bain and BCG web pages on case interviews, you will find that the three firms look for very similar traits, and the same will be true of other top consultancies.

Broadly speaking, your interviewer will be evaluating you across five key areas:

2.1.1.One: Probing mind

Showing intellectual curiosity by asking relevant and insightful questions that demonstrate critical thinking and a proactive nature. For instance, if we are told that revenues for a leading supermarket chain have been declining over the last ten years, a successful candidate would ask:

“ We know revenues have declined. This could be due to price or volume. Do we know how they changed over the same period? ”

This is as opposed to a laundry list of questions like:

  • Did customers change their preferences?
  • Which segment has shown the decline in volume?
  • Is there a price war in the industry?

2.1.2. Structure

Structure in this context means structuring a problem. This, in turn, means creating a framework - that is, a series of clear, sequential steps in order to get to a solution.

As with the case interview in general, the focus with case study structures isn’t on reaching a solution, but on how you get there.

This is the trickiest part of the case interview and the single most common reason candidates fail.

We discuss how to properly structure a case in more detail in section three. In terms of what your interviewer is looking for at high level, though, key pieces of your structure should be:

  • Proper understanding of the objective of the case - Ask yourself: "What is the single crucial piece of advice that the client absolutely needs?"
  • Identification of the drivers - Ask yourself: "What are the key forces that play a role in defining the outcome?"

Our Problem Driven Structure method, discussed in section three, bakes this approach in at a fundamental level. This is as opposed to the framework-based approach you will find in older case-solving

Focus on going through memorised sequences of steps too-often means failing to develop a full understanding of the case and the real key drivers.

At this link, we run through a case to illustrate the difference between a standard framework-based approach and our Problem Driven Structure method.

2.1.3. Problem Solving

You’ll be tested on your ability to identify problems and drivers, isolate causes and effects, demonstrate creativity and prioritise issues. In particular, the interviewer will look for the following skills:

  • Prioritisation - Can you distinguish relevant and irrelevant facts?
  • Connecting the dots - Can you connect new facts and evidence to the big picture?
  • Establishing conclusions - Can you establish correct conclusions without rushing to inferences not supported by evidence?

2.1.4. Numerical Agility

In case interviews, you are expected to be quick and confident with both precise and approximated numbers. This translates to:

  • Performing simple calculations quickly - Essential to solve cases quickly and impress clients with quick estimates and preliminary conclusions.
  • Analysing data - Extract data from graphs and charts, elaborate and draw insightful conclusions.
  • Solving business problems - Translate a real world case to a mathematical problem and solve it.

Our article on consulting math is a great resource here, though the extensive math content in our MCC Academy is the best and most comprehensive material available.

2.1.5. Communication

Real consulting work isn’t just about the raw analysis to come up with a recommendation - this then needs to be sold to the client as the right course of action.

Similarly, in a case interview, you must be able to turn your answer into a compelling recommendation. This is just as essential to impressing your interviewer as your structure and analysis.

Consultants already comment on how difficult it is to find candidates with the right communication skills. Add to this the current direction of travel, where AI will be able to automate more and more of the routine analytic side of consulting, and communication becomes a bigger and bigger part of what consultants are being paid for.

So, how do you make sure that your recommendations are relevant, smart, and engaging? The answer is to master what is known as CEO-level communication .

This art of speaking like a CEO can be quite challenging, as it often involves presenting information in effectively the opposite way to how you might normally.

To get it right, there are three key areas to focus on in your communications:

  • Top down : A CEO wants to hear the key message first. They will only ask for more details if they think that will actually be useful. Always consider what is absolutely critical for the CEO to know, and start with that. You can read more in our article on the Pyramid Principle .
  • Concise : This is not the time for "boiling the ocean" or listing an endless number possible solutions. CEOs, and thus consultants, want a structured, quick and concise recommendation for their business problem, that they can implement immediately.
  • Fact-based : Consultants share CEOs' hatred of opinions based on gut feel rather than facts. They want recommendations based on facts to make sure they are actually in control. Always go on to back up your conclusions with the relevant facts.

Being concise and to the point is key in many areas, networking being one for them. For more detail on all this, check out our full article on delivering recommendations .

Prep the right way

3. types of case interview.

While most case interviews share a similar structure, firms will have some differences in the particular ways they like to do things in terms of both the case study and the fit component.

As we’ll see, these differences aren’t hugely impactful in terms of how you prepare. That said, it's always good to know as much as possible about what you will be going up against.

3.1. Different case objectives

A guiding thread throughout this article and our approach in general will be to treat each case as a self-contained problem and not try to pigeonhole it into a certain category. Having said that, there are of course similarities between cases and we can identify certain parameters and objectives.

Broadly speaking, cases can be divided into issue-based cases and strategic decision cases. In the former you will be asked to solve a certain issue, such as declining profits, or low productivity whereas in the latter you will be ask whether your client should or should not do something, such as enter a specific market or acquire another company. The chart below is a good breakdown of these different objectives:

Case Focus

3.2. How do interviewers craft cases

While interviewers will very likely be given a case bank to choose from by their company, a good number of them will also choose to adapt the cases they would currently be working on to an interview setting. The difference is that the latter cases will be harder to pigeonhole and apply standard frameworks to, so a tailored approach will be paramount.

If you’ve applied for a specific practice or type of consulting - such as operational consulting, for example - it’s very likely that you will receive a case geared towards that particular area alongside a ‘generalist’ consulting case (however, if that’s the case, you will generally be notified). The other main distinction when it comes to case interviews is between interviewer-led and candidate-led.

3.3. Candidate-led cases

Most consulting case interview questions test your ability to crack a broad problem, with a case prompt often going something like:

" How much would you pay to secure the rights to run a restaurant in the British Museum? "

You, as a candidate, are then expected to identify your path to solve the case (that is, provide a structure), leveraging your interviewer to collect the data and test your assumptions.

This is known as a “candidate-led” case interview and is used by Bain, BCG and other firms. From a structuring perspective, it’s easier to lose direction in a candidate-led case as there are no sign-posts along the way. As such, you need to come up with an approach that is both broad enough to cover all of the potential drivers in a case but also tailored enough to the problem you are asked to solve. It’s also up to you to figure out when you need to delve deeper into a certain branch of the case, brainstorm or ask for data. The following case from Bain is an excellent example on how to navigate a candidate-led case.

3.4. Interviewer-led cases

This type of case - employed most famously by McKinsey - is slightly different, with the interviewer controlling the pace and direction of the conversation much more than with other case interviews.

At McKinsey, your interviewer will ask you a set of pre-determined questions, regardless of your initial structure. For each question, you will have to understand the problem, come up with a mini structure, ask for additional data (if necessary) and come to the conclusion that answers the question. This more structured format of case also shows up in online cases by other firms - notably including BCG’s Casey chatbot (with the amusing result that practising McKinsey-style cases can be a great addition when prepping for BCG).

Essentially, these interviewer-led case studies are large cases made up of lots of mini-cases. You still use basically the same method as you would for standard (or candidate-led) cases - the main difference is simply that, instead of using that method to solve one big case, you are solving several mini-cases sequentially. These cases are easier to follow as the interviewer will guide you in the right direction. However, this doesn’t mean you should pay less attention to structure and deliver a generic framework! Also, usually (but not always!) the first question will ask you to map your approach and is the equivalent of the structuring question in candidate-led cases. Sometimes, if you’re missing key elements, the interviewer might prompt you in the right direction - so make sure to take those prompts seriously as they are there to help you get back on track (ask for 30 seconds to think on the prompt and structure your approach). Other times - and this is a less fortunate scenario - the interviewer might say nothing and simply move on to the next question. This is why you should put just as much thought (if not more) into the framework you build for interviewer-led cases , as you may be penalized if you produce something too generic or that doesn’t encompass all the issues of the case.

3.5. Case and fit

The standard case interview can be thought of as splitting into two standalone sub-interviews. Thus “case interviews” can be divided into the case study itself and a “fit interview” section, where culture fit questions are asked.

This can lead to a bit of confusion, as the actual case interview component might take up as little as half of your scheduled “case interview”. You need to make sure you are ready for both aspects.

To illustrate, here is the typical case interview timeline:

Case interview breakdown

  • First 15-30 minutes: Fit Interview - with questions assessing your motivation to be a consultant in that specific firm and your traits around leadership and teamwork. Learn more about the fit interview in our in-depth article here .
  • Next 30-40 minutes: Case Interview - solving a case study
  • Last 5 minutes: Fit Interview again - this time focussing on your questions for your interviewer.

Both the Case and Fit interviews play crucial roles in the finial hiring decision. There is no “average” taken between case and fit interviews: if your performance is not up to scratch in either of the two, you will not be able to move on to the next interview round or get an offer.

NB: No case without fit

Note that, even if you have only been told you are having a case interview or otherwise are just doing a case study, always be prepared to answer fit questions. At most firms, it is standard practice to include some fit questions in all case interviews, even if there are also separate explicit fit interviews, and interviewers will almost invariably include some of these questions around your case. This is perfectly natural - imagine how odd and artificial it would be to show up to an interview, simply do a case and leave again, without talking about anything else with the interviewer before or after.

3.5.1 Differences between firms

For the most part, a case interview is a case interview. However, firms will have some differences in the particular ways they like to do things in terms of both the case study and the fit component.

3.5.2. The McKinsey PEI

McKinsey brands its fit aspect of interviews as the Personal Experience Interview or PEI. Despite the different name, this is really much the same interview you will be going up against in Bain, BCG and any similar firms.

McKinsey does have a reputation for pushing candidates a little harder with fit or PEI questions , focusing on one story per interview and drilling down further into the specific details each time. We discuss this tendency more in our fit interview article . However, no top end firm is going to go easy on you and you should absolutely be ready for the same level of grilling at Bain, BCG and others. Thus any difference isn’t hugely salient in terms of prep.

3.6. What is different in 2023?

For the foreseeable future, you are going to have to go through multiple live case interviews to secure any decent consulting job. These might increasingly happen via Zoom rather than in person, but they should remain largely the same otherwise.

However, things are changing and the rise of AI in recent months seems pretty much guaranteed to accelerate existing trends.

Even before the explosive development of AI chatbots like ChatGPT we have seen in recent months, automation was already starting to change the recruitment process.

As we mentioned, case interviews are expensive and inconvenient for firms to run . Ideally, then, firms will try to reduce the number of interviews required for recruitment as far as possible. For many years, tests of various kinds served to cut down the applicant pool and thus the number of interviews. However, these tests had a limited capacity to assess candidates against the full consulting skillset in the way that case interviews do so well.

More recently, though, the development of online testing has allowed for more and more advanced assessments. Top consulting firms have been leveraging screening tests that better and better capture the same skillset as case interviews. Eventually this is converging on automated case studies. We see this very clearly with the addition of the Redrock case to McKinsey’s Solve assessment.

As these digital cases become closer to the real thing, the line between test and interview blurs. Online cases don’t just reduce the number of candidates to interview, but start directly replacing interviews.

Case in point here is BCG’s Casey chatbot . Previously, BCG had deployed less advanced online cases and similar tests to weed out some candidates before live case interviews began. Now, though, Casey actually replaces one first round case interview.

Casey, at time of writing, is still a relatively “basic” chatbot, basically running through a pre-set script. The Whatsapp-like interface does a lot of work to make it feel like one is chatting to a “real person” - the chatbot itself, though, cannot provide feedback or nudges to candidates as would a human interviewer.

We fully expect that, as soon as BCG and other firms can train a truer AI, these online cases will become more widespread and start replacing more live interviews.

We discuss the likely impacts of advanced AI on consulting recruitment and the industry more broadly in our blog.

Here, though, the real message is that you should expect to run into digital cases as well as traditional case interviews.

Luckily, despite any changes in specific format, you will still need to master the same fundamental skills and prepare in much the same way.

We’ll cover a few ways to help prepare for chatbot cases in section four. Ultimately, though, firms are looking for the same problem solving ability and mindset as a real interviewer. Especially as chatbots get better at mimicking a real interviewer, candidates who are well prepared for case cracking in general should have no problem with AI administered cases.

3.6.1. Automated fit interviews

Analogous to online cases, in recent years there has been a trend towards automated, “one way” fit interviews, with these typically being administered for consultancies by specialist contractors like HireVue or SparkHire.

These are kind of like Zoom interviews, but if the interviewer didn’t show up. Instead you will be given fit questions to answer and must record your answer in your computer webcam. Your response will then go on to be assessed by an algorithm, scoring both what you say and how you say it.

Again, with advances in AI, it is easy to imagine these automated interviews going from fully scripted interactions, where all candidates are asked the same list of questions, to a more interactive experience. Thus, we might soon arrive at a point where you are being grilled on the details of your stories - McKinsey PEI style - but by a bot rather than a human.

We include some tips on this kind of “one way” fit interview in section six here.

4. How to solve cases with the Problem-Driven Structure?

If you look around online for material on how to solve case studies, a lot of what you find will set out framework-based approaches. However, as we have mentioned, these frameworks tend to break down with more complex, unique cases - with these being exactly the kind of tough case studies you can expect to be given in your interviews.

To address this problem, the MyConsultingCoach team has synthesized a new approach to case cracking that replicates how top management consultants approach actual engagements.

MyConsultingCoach’s Problem Driven Structure approach is a universal problem solving method that can be applied to any business problem , irrespective of its nature.

As opposed to just selecting a generic framework for each case, the Problem Driven Structure approach works by generating a bespoke structure for each individual question and is a simplified version of the roadmap McKinsey consultants use when working on engagements.

The canonical seven steps from McKinsey on real projects are simplified to four for case interview questions, as the analysis required for a six-month engagement is somewhat less than that needed for a 45-minute case study. However, the underlying flow is the same (see the method in action in the video below)

Let's zoom in to see how our method actually works in more detail:

4.1. Identify the problem

Identifying the problem means properly understanding the prompt/question you are given, so you get to the actual point of the case.

This might sound simple, but cases are often very tricky, and many candidates irretrievably mess things up within the first few minutes of starting. Often, they won’t notice this has happened until they are getting to the end of their analysis. Then, they suddenly realise that they have misunderstood the case prompt - and have effectively been answering the wrong question all along!

With no time to go back and start again, there is nothing to do. Even if there were time, making such a silly mistake early on will make a terrible impression on their interviewer, who might well have written them off already. The interview is scuppered and all the candidate’s preparation has been for nothing.

This error is so galling as it is so readily avoidable.

Our method prevents this problem by placing huge emphasis on a full understanding of the case prompt. This lays the foundations for success as, once we have identified the fundamental, underlying problem our client is facing, we focus our whole analysis around finding solutions to this specific issue.

Now, some case interview prompts are easy to digest. For example, “Our client, a supermarket, has seen a decline in profits. How can we bring them up?”. However, many of the prompts given in interviews for top firms are much more difficult and might refer to unfamiliar business areas or industries. For example, “How much would you pay for a banking license in Ghana?” or “What would be your key areas of concern be when setting up an NGO?”

Don’t worry if you have no idea how you might go about tackling some of these prompts!

In our article on identifying the problem and in our full lesson on the subject in our MCC Academy course, we teach a systematic, four step approach to identifying the problem , as well as running through common errors to ensure you start off on the right foot every time!

This is summarised here:

Four Steps to Identify the Problem

Following this method lets you excel where your competitors mess up and get off to a great start in impressing your interviewer!

4.2. Build your problem driven structure

After you have properly understood the problem, the next step is to successfully crack a case is to draw up a bespoke structure that captures all the unique features of the case.

This is what will guide your analysis through the rest of the case study and is precisely the same method used by real consultants working on real engagements.

Of course, it might be easier here to simply roll out one an old-fashioned framework, and a lot of candidates will do so. This is likely to be faster at this stage and requires a lot less thought than our problem-driven structure approach.

However, whilst our problem driven structure approach requires more work from you, our method has the advantage of actually working in the kind of complex case studies where generic frameworks fail - that is exactly the kind of cases you can expect at an MBB interview .

Since we effectively start from first principles every time, we can tackle any case with the same overarching method. Simple or complex, every case is the same to you and you don’t have to gamble a job on whether a framework will actually work

4.2.1 Issue trees

Issue trees break down the overall problem into a set of smaller problems that you can then solve individually. Representing this on a diagram also makes it easy for both you and your interviewer to keep track of your analysis.

To see how this is done, let’s look at the issue tree below breaking down the revenues of an airline:

Frame the Airline Case Study

These revenues can be segmented as the number of customers multiplied by the average ticket price. The number of customers can be further broken down into a number of flights multiplied by the number of seats, times average occupancy rate. The node corresponding to the average ticket price can then be segmented further.

4.2.2 Hypothesis trees

Hypothesis trees are similar, the only difference being that rather than just trying to break up the issue into smaller issues you are assuming that the problem can be solved and you are formulating solutions.

In the example above, you would assume revenues can be increased by either increasing the average ticket price or the number of customers . You can then hypothesize that you can increase the average occupancy rate in three ways: align the schedule of short and long haul flights, run a promotion to boost occupancy in off-peak times, or offer early bird discounts.

Frame the Airline Case Study Hypothesis

4.2.3 Other structures:structured lists

Structured lists are simply subcategories of a problem into which you can fit similar elements. This McKinsey case answer starts off by identifying several buckets such as retailer response, competitor response, current capabilities and brand image and then proceeds to consider what could fit into these categories.

Buckets can be a good way to start the structure of a complex case but when using them it can be very difficult to be MECE and consistent, so you should always aim to then re-organize them into either an issue or a hypothesis tree.

It is worth noting that the same problem can be structured in multiple valid ways by choosing different means to segment the key issues. Ultimately all these lists are methods to set out a logical hierachy among elements.

4.2.4 Structures in practice

That said, not all valid structures are equally useful in solving the underlying problem. A good structure fulfils several requirements - including MECE-ness , level consistency, materiality, simplicity, and actionability. It’s important to put in the time to master segmentation, so you can choose a scheme isn’t only valid, but actually useful in addressing the problem.

After taking the effort to identify the problem properly, an advantage of our method is that it will help ensure you stay focused on that same fundamental problem throughout. This might not sound like much, but many candidates end up getting lost in their own analysis, veering off on huge tangents and returning with an answer to a question they weren’t asked.

Another frequent issue - particularly with certain frameworks - is that candidates finish their analysis and, even if they have successfully stuck to the initial question, they have not actually reached a definite solution. Instead, they might simply have generated a laundry list of pros and cons, with no clear single recommendation for action.

Clients employ consultants for actionable answers, and this is what is expected in the case interview. The problem driven structure excels in ensuring that everything you do is clearly related back to the key question in a way that will generate a definitive answer. Thus, the problem driven structure builds in the hypothesis driven approach so characteristic of real consulting practice.

You can learn how to set out your own problem driven structures in our article here and in our full lesson in the MCC Academy course.

4.2. Lead the analysis

A problem driven structure might ensure we reach a proper solution eventually, but how do we actually get there?

We call this step " leading the analysis ", and it is the process whereby you systematically navigate through your structure, identifying the key factors driving the issue you are addressing.

Generally, this will mean continuing to grow your tree diagram, further segmenting what you identify as the most salient end nodes and thus drilling down into the most crucial factors causing the client’s central problem.

Once you have gotten right down into the detail of what is actually causing the company’s issues, solutions can then be generated quite straightforwardly.

To see this process in action, we can return to our airline revenue example:

Lead the analysis for the Airline Case Study

Let’s say we discover the average ticket price to be a key issue in the airline’s problems. Looking closer at the drivers of average ticket price, we find that the problem lies with economy class ticket prices. We can then further segment that price into the base fare and additional items such as food.

Having broken down the issue to such a fine-grained level and considering the 80/20 rule(see below), solutions occur quite naturally. In this case, we can suggest incentivising the crew to increase onboard sales, improving assortment in the plane, or offering discounts for online purchases.

Our article on leading the analysis is a great primer on the subject, with our video lesson in the MCC Academy providing the most comprehensive guide available.

4.4. Provide recommendations

So you have a solution - but you aren’t finished yet!

Now, you need to deliver your solution as a final recommendation.

This should be done as if you are briefing a busy CEO and thus should be a one minute, top-down, concise, structured, clear, and fact-based account of your findings.

The brevity of the final recommendation belies its importance. In real life consulting, the recommendation is what the client has potentially paid millions for - from their point of view, it is the only thing that matters.

In an interview, your performance in this final summing up of your case is going to significantly colour your interviewer’s parting impression of you - and thus your chances of getting hired!

So, how do we do it right?

Barbara Minto's Pyramid Principle elegantly sums up almost everything required for a perfect recommendation. The answer comes first , as this is what is most important. This is then supported by a few key arguments , which are in turn buttressed by supporting facts .

Across the whole recommendation, the goal isn’t to just summarise what you have done. Instead, you are aiming to synthesize your findings to extract the key "so what?" insight that is useful to the client going forward.

All this might seem like common sense, but it is actually the opposite of how we relay results in academia and other fields. There, we typically move from data, through arguments and eventually to conclusions. As such, making good recommendations is a skill that takes practice to master.

We can see the Pyramid Principle illustrated in the diagram below:

The Pyramid principle often used in consulting

To supplement the basic Pyramid Principle scheme, we suggest candidates add a few brief remarks on potential risks and suggested next steps . This helps demonstrate the ability for critical self-reflection and lets your interviewer see you going the extra mile.

The combination of logical rigour and communication skills that is so definitive of consulting is particularly on display in the final recommendation.

Despite it only lasting 60 seconds, you will need to leverage a full set of key consulting skills to deliver a really excellent recommendation and leave your interviewer with a good final impression of your case solving abilities.

Our specific article on final recommendations and the specific video lesson on the same topic within our MCC Academy are great, comprehensive resources. Beyond those, our lesson on consulting thinking and our articles on MECE and the Pyramid Principle are also very useful.

4.5. What if I get stuck?

Naturally with case interviews being difficult problems there may be times where you’re unsure what to do or which direction to take. The most common scenario is that you will get stuck midway through the case and there are essentially two things that you should do:

  • 1. Go back to your structure
  • 2. Ask the interviewer for clarification

Your structure should always be your best friend - after all, this is why you put so much thought and effort into it: if it’s MECE it will point you in the right direction. This may seem abstract but let’s take the very simple example of a profitability issue: if you’ve started your analysis by segmenting profit into revenue minus costs and you’ve seen that the cost side of the analysis is leading you nowhere, you can be certain that the declining profit is due to a decline in revenue.

Similarly, when you’re stuck on the quantitative section, make sure that your framework for calculations is set up correctly (you can confirm this with the interviewer) and see what it is you’re trying to solve for: for example if you’re trying to find what price the client should sell their new t-shirt in order to break even on their investment, you should realize that what you’re trying to find is the break even point, so you can start by calculating either the costs or the revenues. You have all the data for the costs side and you know they’re trying to sell 10.000 pairs so you can simply set up the equation with x being the price.

As we’ve emphasised on several occasions, your consulting interview will be a dialogue. As such, if you don’t know what to do next or don’t understand something, make sure to ask the interviewer (and as a general rule always follow their prompts as they are trying to help, not trick you). This is especially true for the quantitative questions, where you should really understand what data you’re looking at before you jump into any calculations. Ideally you should ask your questions before you take time to formulate your approach but don’t be afraid to ask for further clarification if you really can’t make sense of what’s going on. It’s always good to walk your interviewer through your approach before you start doing the calculations and it’s no mistake to make sure that you both have the same understanding of the data. For example when confronted with the chart below, you might ask what GW (in this case gigawatt) means from the get-go and ask to confirm the different metrics (i.e. whether 1 GW = 1000 megawatts). You will never be penalised for asking a question like that.

Getting stuck

5. What to remember in case interviews

If you’re new to case cracking you might feel a bit hopeless when you see a difficult case question, not having any idea where to start.

In fact though, cracking cases is much like playing chess. The rules you need to know to get started are actually pretty simple. What will make you really proficient is time and practice.

In this section, we’ll run through a high level overview of everything you need to know, linking to more detailed resources at every step.

5.1. An overall clear structure

You will probably hear this more than you care for but it is the most important thing to keep in mind as you start solving cases, as not only it is a key evaluation criterion but the greatest tool you will have at your disposal. The ability to build a clear structure in all aspects of the case will be the difference between breezing through a complicated case and struggling at its every step. Let’s look a bit closer at the key areas where you should be structured!

5.1.1 Structured notes

Every case interview starts with a prompt, usually verbal, and as such you will have to take some notes. And here is where your foray into structure begins, as the notes you take should be clear, concise and structured in a way that will allow you to repeat the case back to the interviewer without writing down any unnecessary information.

This may sound very basic but you should absolutely not be dismissive about it: taking clear and organized notes will allow you to navigate a case just like you would a powerpoint! While you should obviously adopt a system that you are comfortable with, what we found helps is to have separate sections for:

  • The case brief
  • Follow-up questions and answers
  • Numerical data
  • Case structure (the most crucial part when solving the case)
  • Any scrap work during the case (usually calculations)

When solving the case - or, as we call it here, in the Lead the analysis step, it is highly recommended to keep on feeding and integrating your structure, so that you never get lost. Maintaining a clear high level view is one of the most critical skills in consulting: by constantly keeping track of where you are following your structure, you’ll never lose your focus on the end goal.

In the case of an interviewer-led case, you can also have separate sheets for each question (e.g. Question 1. What factors can we look at that drive profitability?). If you develop a system like this you’ll know exactly where to look for each point of data rather than rummage around in untidy notes. There are a couple more sections that you may have, depending on preference - we’ll get to these in the next sections.

5.1.2 Structured communication

There will be three main types of communication in cases:

  • 1. Asking and answering questions
  • 2. Walking the interviewer through your structure (either the case or calculation framework - we’ll get to that in a bit!)
  • 3. Delivering your recommendation

Asking and answering questions will be the most common of these and the key thing to do before you speak is ask for some time to collect your thoughts and get organised. What you want to avoid is a ‘laundry list’ of questions or anything that sounds too much like a stream of consciousness.

Different systems work for different candidates but a sure-fire way of being organised is numbering your questions and answers. So rather than saying something like ‘I would like to ask about the business model, operational capacity and customer personas’ it’s much better to break it down and say something along the lines of ‘I’ve got three key questions. Firstly I would like to inquire into the business model of our client. Secondly I would like to ask about their operational capacity. Thirdly I would like to know more about the different customer personas they are serving’.

A similar principle should be applied when walking the interview through your structure, and this is especially true of online interviews (more and more frequent now) when the interviewer can’t see your notes. Even if you have your branches or buckets clearly defined, you should still use a numbering system to make it obvious to the interviewer. So, for example, when asked to identify whether a company should make an acquisition, you might say ‘I would like to examine the following key areas. Firstly the financial aspects of this issue, secondly the synergies and thirdly the client’s expertise’

The recommendation should be delivered top-down (see section 4.4 for specifics) and should employ the same numbering principle. To do so in a speedy manner, you should circle or mark the key facts that you encounter throughout the case so you can easily pull them out at the end.

5.1.3 Structured framework

It’s very important that you have a systematic approach - or framework - for every case. Let’s get one thing straight: there is a difference between having a problem-solving framework for your case and trying to force a case into a predetermined framework. Doing the former is an absolute must , whilst doing the latter will most likely have you unceremoniously dismissed.

We have seen there are several ways of building a framework, from identifying several categories of issues (or ‘buckets’) to building an issue or hypothesis tree (which is the most efficient type of framework). For the purpose of organization, we recommend having a separate sheet for the framework of the case, or, if it’s too much to manage, you can have it on the same sheet as the initial case prompt. That way you’ll have all the details as well as your proposed solution in one place.

5.1.4 Structured calculations

Whether it’s interviewer or candidate-led, at some point in the case you will get a bunch of numerical data and you will have to perform some calculations (for the specifics of the math you’ll need on consulting interviews, have a look at our Consulting Math Guide ). Here’s where we urge you to take your time and not dive straight into calculating! And here’s why: while your numerical agility is sure to impress interviewers, what they’re actually looking for is your logic and the calculations you need to perform in order to solve the problem . So it’s ok if you make a small mistake, as long as you’re solving for the right thing.

As such, make it easy for them - and yourself. Before you start, write down in steps the calculations you need to perform. Here’s an example: let’s say you need to find out by how much profits will change if variable costs are reduced by 10%. Your approach should look something like:

  • 1. Calculate current profits: Profits = Revenues - (Variable costs + Fixed costs)
  • 2. Calculate the reduction in variable costs: Variable costs x 0.9
  • 3. Calculate new profits: New profits = Revenues - (New variable costs + Fixed costs)

Of course, there may be more efficient ways to do that calculation, but what’s important - much like in the framework section - is to show your interviewer that you have a plan, in the form of a structured approach. You can write your plan on the sheet containing the data, then perform the calculations on a scrap sheet and fill in the results afterward.

5.2. Common business knowledge and formulas

Although some consulting firms claim they don’t evaluate candidates based on their business knowledge, familiarity with basic business concepts and formulae is very useful in terms of understanding the case studies you are given in the first instance and drawing inspiration for structuring and brainstorming.

If you are coming from a business undergrad, an MBA or are an experienced hire, you might well have this covered already. For those coming from a different background, it may be useful to cover some.

Luckily, you don’t need a degree-level understanding of business to crack interview cases , and a lot of the information you will pick up by osmosis as you read through articles like this and go through cases.

However, some things you will just need to sit down and learn. We cover everything you need to know in some detail in our Case Academy Course course. However, some examples here of things you need to learn are:

  • Basic accounting (particularly how to understand all the elements of a balance sheet)
  • Basic economics
  • Basic marketing
  • Basic strategy

Below we include a few elementary concepts and formulae so you can hit the ground running in solving cases. We should note that you should not memorise these and indeed a good portion of them can be worked out logically, but you should have at least some idea of what to expect as this will make you faster and will free up much of your mental computing power. In what follows we’ll tackle concepts that you will encounter in the private business sector as well as some situations that come up in cases that feature clients from the NGO or governmental sector.

5.2.1 Business sector concepts

These concepts are the bread and butter of almost any business case so you need to make sure you have them down. Naturally, there will be specificities and differences between cases but for the most part here is a breakdown of each of them.

5.2.1.1. Revenue

The revenue is the money that the company brings in and is usually equal to the number of products they sell multiplied to the price per item and can be expressed with the following equation:

Revenue = Volume x Price

Companies may have various sources of revenue or indeed multiple types of products, all priced differently which is something you will need to account for. Let’s consider some situations. A clothing company such as Nike will derive most of their revenue from the number of products they sell times the average price per item. Conversely, for a retail bank revenue is measured as the volume of loans multiplied by the interest rate at which the loans are given out. As we’ll see below, we might consider primary revenues and ancillary revenues: in the case of a football club, we might calculate primary revenues by multiplying the number of tickets sold by the average ticket price, and ancillary revenues those coming from sales of merchandise (similarly, let’s say average t-shirt price times the number of t-shirts sold), tv rights and sponsorships.

These are but a few examples and another reminder that you should always aim to ask questions and understand the precise revenue structure of the companies you encounter in cases.

5.2.1.2. Costs

The costs are the expenses that a company incurs during its operations. Generally, they can be broken down into fixed and variable costs :

Costs = Fixed Costs + Variable Costs

As their name implies, fixed costs do not change based on the number of units produced or sold. For example, if you produce shoes and are renting the space for your factory, you will have to pay the rent regardless of whether you produce one pair or 100. On the other hand, variable costs depend on the level of activity, so in our shoe factory example they would be equivalent to the materials used to produce each pair of shoes and would increase the more we produce.

These concepts are of course guidelines used in order to simplify the analysis in cases, and you should be aware that in reality often the situation can be more complicated. Costs can also be quasi-fixed, in that they increase marginally with volume. Take the example of a restaurant which has a regular staff, incurring a fixed cost but during very busy hours or periods they also employ some part-time workers. This cost is not exactly variable (as it doesn’t increase with the quantity of food produced) but also not entirely fixed, as the number of extra hands will depend on how busy the restaurant is. Fixed costs can also be non-linear in nature. Let’s consider the rent in the same restaurant: we would normally pay a fixed amount every month, but if the restaurant becomes very popular we might need to rent out some extra space so the cost will increase.

5.2.1.3. Profit and profit margin

The profit is the amount of money a company is left with after it has paid all of its expenses and can be expressed as follows:

Profit = Revenue - Costs

It’s very likely that you will encounter a profitability issue in one of your cases, namely you will be asked to increase a company’s profit. There are two main ways of doing this: increasing revenues and reducing costs , so these will be the two main areas you will have to investigate. This may seem simple but what you will really need to understand in a case are the key drivers of a business (and this should be done through clarifying questions to the interviewer - just as a real consultant would question their client).

For example, if your client is an airline you can assume that the main source of revenue is sales of tickets, but you should inquire how many types of ticket the specific airline sells. You may naturally consider economy and business class tickets, but you may find out that there is a more premium option - such as first class - and several in-between options. Similarly to our football club example, there may be ancillary revenues from selling of food and beverage as well as advertising certain products or services on flights.

You may also come across the profit margin in cases. This is simply the percentage of profit compared to the revenue and can be expressed as follows:

Profit margin = Profit/Revenue x 100

5.2.1.4. Break-even point

An ancillary concept to profit, the break-even point is the moment where revenues equal costs making the profit zero and can be expressed as the following equation:

Revenues = Costs (Fixed costs + Variable costs)

This formula will be useful when you are asked questions such as ‘What is the minimum price I should sell product X?’ or ‘What quantity do I need to sell in order to recoup my investment?’. Let’s say an owner of a sandwich store asks us to figure out how many salami and cheese salami sandwiches she needs to sell in order to break even. She’s spending $4 on salami and $2 for cheese and lettuce per sandwich, and believes she can sell the sandwiches at around $7. The cost of utilities and personnel is around $5000 per month. We could lay this all out in the break-even equation:

7 x Q ( quantity ) = (4+2) x Q + 5000 ( variable + fixed costs )

In a different scenario, we may be asked to calculate the break-even price . Let’s consider our sandwich example and say our owner knows she has enough ingredients for about 5000 sandwiches per month but is not sure how much to sell them for. In that case, if we know our break-even equation, we can simply make the following changes:

P ( price ) x 5000 = (4+2) x 5000 + 5000

By solving the equation we get to the price of $7 per sandwich.

5.2.1.5. Market share and market size

We can also consider the market closely with profit, as in fact the company’s performance in the market is what drives profits. The market size is the total number of potential customers for a certain business or product, whereas the market share is the percentage of that market that your business controls (or could control, depending on the case).

There is a good chance you will have to estimate the market size in one of your case interviews and we get into more details on how to do that below. You may be asked to estimate this in either number of potential customers or total value . The latter simply refers to the number of customers multiplied by the average value of the product or service.

To calculate the market share you will have to divide the company’s share by the total market size and multiply by 100:

Note, though, that learning the very basics of business is the beginning rather than the end of your journey. Once you are able to “speak business” at a rudimentary level, you should try to “become fluent” and immerse yourself in reading/viewing/listening to as wide a variety of business material as possible, getting a feel for all kinds of companies and industries - and especially the kinds of problems that can come up in each context and how they are solved. The material put out by the consulting firms themselves is a great place to start, but you should also follow the business news and find out about different companies and sectors as much as possible between now and interviews. Remember, if you’re going to be a consultant, this should be fun rather than a chore!

5.3 Public sector and NGO concepts

As we mentioned, there will be some cases (see section 6.6 for a more detailed example) where the key performance indicators (or KPIs in short) will not be connected to profit. The most common ones will involve the government of a country or an NGO, but they can be way more diverse and require more thought and application of first principles. We have laid out a couple of the key concepts or KPIs that come up below

5.3.1 Quantifiability

In many such scenarios you will be asked to make an important strategic decision of some kind or to optimise a process. Of course these are not restricted to non-private sector cases but this is where they really come into their own as there can be great variation in the type of decision and the types of field.

While there may be no familiar business concepts to anchor yourself onto, a concept that is essential is quantifiability . This means, however qualitative the decision might seem, consultants rely on data so you should always aim to have aspects of a decision that can be quantified, even if the data doesn’t present itself in a straightforward manner.

Let’s take a practical example. Your younger sibling asks you to help them decide which university they should choose if they want to study engineering. One way to structure your approach would be to segment the problem into factors affecting your sibling’s experience at university and experience post-university. Within the ‘at uni’ category you might think about the following:

  • Financials : How much are tuition costs and accommodation costs?
  • Quality of teaching and research : How are possible universities ranked in the QS guide based on teaching and research?
  • Quality of resources : How well stocked is their library, are the labs well equipped etc.?
  • Subject ranking : How is engineering at different unis ranked?
  • Life on campus and the city : What are the living costs in the city where the university is based? What are the extracurricular opportunities and would your sibling like to live in that specific city based on them?

Within the ‘out of uni’ category you might think about:

  • Exit options : What are the fields in which your sibling could be employed and how long does it take the average student of that university to find a job?
  • Alumni network : What percentage of alumni are employed by major companies?
  • Signal : What percentage of applicants from the university get an interview in major engineering companies and related technical fields?

You will perhaps notice that all the buckets discussed pose quantifiable questions meant to provide us with data necessary to make a decision. It’s no point to ask ‘Which university has the nicest teaching staff?’ as that can be a very subjective metric.

5.3.1 Impact

Another key concept to consider when dealing with sectors other than the private one is how impactful a decision or a line of inquiry is on the overarching issue , or whether all our branches in our issue tree have a similar impact. This can often come in the form of impact on lives, such as in McKinsey’s conservation case discussed below, namely how many species can we save with our choice of habitat.

5.4 Common consulting concepts

Consultants use basic business concepts on an every day basis, as they help them articulate their frameworks to problems. However, they also use some consulting specific tools to quality check their analysis and perform in the most efficient way possible. These principles can be applied to all aspects of a consultant’s work, but for brevity we can say they mostly impact a consultant’s systematic approach and communication - two very important things that are also tested in case interviews. Therefore, it’s imperative that you not only get to know them, but learn how and when to use them as they are at the very core of good casing. They are MECE-ness, the Pareto Principle and the Pyramid principle and are explained briefly below - you should, however, go on to study them in-depth in their respective articles.

Perhaps the central pillar of all consulting work and an invaluable tool to solve cases, MECE stands for Mutually Exclusive and Collectively Exhaustive . It can refer to any and every aspect in a case but is most often used when talking about structure. We have a detailed article explaining the concept here , but the short version is that MECE-ness ensures that there is no overlap between elements of a structure (i.e. the Mutually Exclusive component) and that it covers all the drivers or areas of a problem (Collectively Exhaustive). It is a concept that can be applied to any segmentation when dividing a set into subsets that include it wholly but do not overlap.

Let’s take a simple example and then a case framework example. In simple terms, when we are asked to break down the set ‘cars’ into subsets, dividing cars into ‘red cars’ and ‘sports cars’ is neither mutually exclusive (as there are indeed red sports cars) nor exhaustive of the whole set (i.e. there are also yellow non-sports cars that are not covered by this segmentation). A MECE way to segment would be ‘cars produced before 2000’ and ‘cars produced after 2000’ as this segmentation allows for no overlap and covers all the cars in existence.

Dividing cars can be simple, but how can we ensure MECEness in a case-interview a.k.a. a business situation. While the same principles apply, a good tip to ensure that your structure is MECE is to think about all the stakeholders - i.e. those whom a specific venture involves.

Let’s consider that our client is a soda manufacturer who wants to move from a business-to-business strategy, i.e. selling to large chains of stores and supermarkets, to a business-to-consumer strategy where it sells directly to consumers. In doing so they would like to retrain part of their account managers as direct salespeople and need to know what factors to consider.

A stakeholder-driven approach would be to consider the workforce and customers and move further down the issue tree, thinking about individual issues that might affect them. In the case of the workforce, we might consider how the shift would affect their workload and whether it takes their skillset into account. As for the customers, we might wonder whether existing customers would be satisfied with this move: will the remaining B2B account managers be able to provide for the needs of all their clients and will the fact that the company is selling directly to consumers now not cannibalise their businesses? We see how by taking a stakeholder-centred approach we can ensure that every single perspective and potential issue arising from it is fully covered.

5.4.2 The Pareto Principle

Also known as the 80/20 rule, this principle is important when gauging the impact of a decision or a factor in your analysis. It simply states that in business (but not only) 80% of outcomes come from 20% of causes. What this means is you can make a few significant changes that will impact most of your business organisation, sales model, cost structure etc.

Let’s have a look at 3 quick examples to illustrate this:

  • 80% of all accidents are caused by 20% of drivers
  • 20% of a company’s products account for 80% of the sales
  • 80% of all results in a company are driven by 20% of its employees

The 80/20 rule will be a very good guide line in real engagements as well as case interviews, as it will essentially point to the easiest and most straightforward way of doing things. Let’s say one of the questions in a case is asking you to come up with an approach to understand the appeal of a new beard trimmer. Obviously you can’t interview the whole male population so you might think about setting up a webpage and asking people to comment their thoughts. But what you would get would be a laundry list of difficult to sift through data.

Using an 80/20 approach you would segment the population based on critical factors (age groups, grooming habits etc.) and then approach a significant sample size of each (e.g. 20), analysing the data and reaching a conclusion.

5.4.3 The Pyramid Principle

This principle refers to organising your communication in a top-down , efficient manner. While this is generally applicable, the pyramid principle will most often be employed when delivering the final recommendation to your client. This means - as is implicit in the name - that you would organise your recommendation (and communication in general) as a pyramid, stating the conclusion or most important element at the top then go down the pyramid listing 3 supporting arguments and then further (ideally also 3) supporting arguments for those supporting arguments.

Let’s look at this in practice: your client is a German air-conditioning unit manufacturer who was looking to expand into the French market. However, after your analysis you’ve determined that the market share they were looking to capture would not be feasible. A final recommendation using the Pyramid Principle would sound something like this: ‘I recommend that we do not enter the German market for the following three reasons. Firstly, the market is too small for our ambitions of $50 million. Secondly the market is heavily concentrated, being controlled by three major players and our 5 year goal would amount to controlling 25% of the market, a share larger than that of any of the players. Thirdly, the alternative of going into the corporate market would not be feasible, as it has high barriers to entry.Then, if needed, we could delve deeper into each of our categories

6. Case examples or building blocks?

As we mentioned before, in your preparation you will undoubtedly find preparation resources that claim that there are several standard types of cases and that there is a general framework that can be applied to each type of case. While there are indeed cases that are straightforward at least in appearance and seemingly invite the application of such frameworks, the reality is never that simple and cases often involve multiple or more complicated components that cannot be fitted into a simple framework.

At MCC we don’t want you to get into the habit of trying to identify which case type you’re dealing with and pull out a framework, but we do recognize that there are recurring elements in frameworks that are useful - such as the profitability of a venture (with its revenues and costs), the valuation of a business, estimating and segmenting a market and pricing a product.

We call these building blocks because they can be used to build case frameworks but are not a framework in and of themselves, and they can be shuffled around and rearranged in any way necessary to be tailored to our case. Hence, our approach is not to make you think in terms of case types but work from first principles and use these building blocks to build your own framework. Let’s take two case prompts to illustrate our point.

The first is from the Bain website, where the candidate is asked whether they think it’s a good idea for their friend to open a coffee shop in Cambridge UK (see the case here ). The answer framework provided here is a very straightforward profitability analysis framework, examining the potential revenues and potential costs of the venture:

Profitability framework

While this is a good point to start (especially taken together with the clarifying questions), we will notice that this approach will need more tailoring to the case - for example the quantity of coffee will be determined by the market for coffee drinkers in Cambridge, which we have to determine based on preference. We are in England so a lot of people will be drinking tea but we are in a university town so perhaps more people than average are drinking coffee as it provides a better boost when studying. All these are some much needed case-tailored hypotheses that we can make based on the initial approach.

Just by looking at this case we might be tempted to say that we can just take a profitability case and apply it without any issues. However, this generic framework is just a starting point and in reality we would need to tailor it much further in the way we had started to do in order to get to a satisfactory answer. For example, the framework itself doesn’t cover aspects such as the customer’s expertise: does the friend have any knowledge of the coffee business, such as where to source coffee and how to prepare it? Also, we could argue there may be some legal factors to consider here, such as any approvals that they might need from the city council to run a coffee shop on site, or some specific trade licences that are not really covered in the basic profitability framework.

Let’s take a different case , however, from the McKinsey website. In this scenario, the candidate is being asked to identify some factors in order to choose where to focus the client’s conservation efforts. Immediately we can realise that this case doesn’t lend itself to any pre-packaged framework and we will need to come up with something from scratch - and take a look at McKinsey’s answer of the areas to focus on:

Conservation case

We notice immediately that this framework is 100% tailored to the case - of course there are elements which we encounter in other cases, such as costs and risks but again these are applied in an organic way. It’s pretty clear that while no standard framework would work in this case, the aforementioned concepts - costs and risks - and the way to approach them (a.k.a building blocks ) are fundamentally similar throughout cases (with the obvious specificities of each case).

In what follows, we’ll give a brief description of each building block starting from the Bain example discussed previously, in order to give you a general idea of what they are and their adaptability, but you should make sure to follow the link to the in-depth articles to learn all their ins and outs.

6.1 Estimates and segmentation

This building block will come into play mostly when you’re thinking about the market for a certain product (but make sure to read the full article for more details). Let’s take our Bain Cambridge coffee example. As we mentioned under the quantity bucket we need to understand what the market size for coffee in Cambridge would be - so we can make an estimation based on segmentation .

The key to a good estimation is the ability to logically break down the problem into more manageable pieces. This will generally mean segmenting a wider population to find a particular target group. We can start off with the population of Cambridge - which we estimate at 100.000. In reality the population is closer to 150.000 but that doesn’t matter - the estimation has to be reasonable and not accurate , so unless the interviewer gives you a reason to reconsider you can follow your instinct. We can divide that into people who do and don’t drink coffee. Given our arguments before, we can conclude that 80% of those, so 80.000 drink coffee. Then we can further segment into those who drink regularly - let’s say every day - and those who drink occasionally - let’s say once a week. Based on the assumptions before about the student population needing coffee to function, and with Cambridge having a high student population, we can assume that 80% of those drinking coffee are regular drinkers, so that would be 64.000 regular drinkers and 16.000 occasional drinkers. We can then decide whom we want to target what our strategy needs to be:

Coffee segmentation

This type of estimation and segmentation can be applied to any case specifics - hence why it is a building block.

6.2 Profitability

We had several looks at this building block so far (see an in-depth look here ) as it will show up in most scenarios, since profit is a key element in any company’s strategy. As we have seen, the starting point to this analysis is to consider both the costs and revenues of a company, and try to determine whether revenues need to be improved or whether costs need to be lowered. In the coffee example, the revenues are dictated by the average price per coffe x the number of coffees sold , whereas costs can be split into fixed and variable .

Some examples of fixed costs would be the rent for the stores and the cost of the personnel and utilities, while the most obvious variable costs would be the coffee beans used and the takeaway containers (when needed). We may further split revenues in this case into Main revenues - i.e. the sales of coffee - and Ancillary revenues , which can be divided into Sales of food products (sales of pastries, sandwiches etc., each with the same price x quantity schema) and Revenues from events - i.e renting out the coffee shop to events and catering for the events themselves. Bear in mind that revenues will be heavily influenced by the penetration rate , i.e. the share of the market which we can capture.

6.3 Pricing

Helping a company determine how much they should charge for their goods or services is another theme that comes up frequently in cases. While it may seem less complicated than the other building blocks, we assure you it’s not - you will have to understand and consider several factors, such as the costs a company is incurring, their general strategic positioning, availability, market trends as well as the customers’ willingness to pay (or WTP in short) - so make sure to check out our in-depth guide here .

Pricing Basics

In our example, we may determine that the cost per cup (coffee beans, staff, rent) is £1. We want to be student friendly so we should consider how much students would want to pay for a coffee as well as how much are competitors are charging. Based on those factors, it would be reasonable to charge on average £2 per cup of coffee. It’s true that our competitors are charging £3 but they are targeting mostly the adult market, whose willingness to pay is higher, so their pricing model takes that into account as well as the lower volume of customers in that demographic.

6.4. Valuation

A variant of the pricing building block, a valuation problem generally asks the candidate to determine how much a client should pay for a specific company (the target of an acquisition) as well as what other factors to consider. The two most important factors (but not the only ones - for a comprehensive review see our Valuation article ) to consider are the net present value (in consulting interviews usually in perpetuity) and the synergies .

In short, the net present value of a company is how much profit it currently brings in, divided by how much that cash flow will depreciate in the future and can be represented with the equation below:

Net Present Value

The synergies refer to what could be achieved should the companies operate as one, and can be divided into cost and revenue synergies .

Let’s expand our coffee example a bit to understand these. Imagine that our friend manages to open a chain of coffee shops in Cambridge and in the future considers acquiring a chain of take-out restaurants. The most straightforward example of revenue synergies would be cross-selling, in this case selling coffee in the restaurants as well as in the dedicated stores, and thus getting an immediate boost in market share by using the existing customers of the restaurant chain. A cost synergy would be merging the delivery services of the two businesses to deliver both food and coffee, thus avoiding redundancies and reducing costs associated with twice the number of drivers and vehicles.

6.5. Competitive interaction

This component of cases deals with situations where the market in which a company is operating changes and the company must decide what to do. These changes often have to do with a new player entering the market (again for more details make sure to dive into the Competitive Interaction article ).

Let’s assume that our Cambridge coffee shop has now become a chain and has flagged up to other competitors that Cambridge is a blooming market for coffee. As such, Starbucks has decided to open a few stores in Cambridge themselves, to test this market. The question which might be posed to a candidate is what should our coffee chain do. One way (and a MECE one) to approach the problem is to decide between doing something and doing nothing . We might consider merging with another coffee chain and pooling our resources or playing to our strengths and repositioning ourselves as ‘your student-friendly, shop around the corner’. Just as easily we may just wait the situation out and see whether indeed Starbucks is cutting into our market share - after all, the advantages of our product and services might speak for themselves and Starbucks might end up tanking. Both of these are viable options if argued right and depending on the further specifics of the case.

Competitive Interaction Structure

6.6. Special cases

Most cases deal with private sectors, where the overarching objective entails profit in some form. However, as hinted before, there are cases which deal with other sectors where there are other KPIs in place . The former will usually contain one or several of these building blocks whereas the latter will very likely have neither. This latter category is arguably the one that will stretch your analytical and organisational skills to the limit, since there will be very little familiarity that you can fall back on (McKinsey famously employs such cases in their interview process).

So how do we tackle the structure for such cases? The short answer would be starting from first principles and using the problem driven structure outlined above, but let’s look at a quick example in the form of a McKinsey case :

McKinsey Diconsa Case

The first question addressed to the candidate is the following:

McKinsey Diconsa Case

This is in fact asking us to build a structure for the case. So what should we have in mind here? Most importantly, we should start with a structure that is MECE and we should remember to do that by considering all the stakeholders . They are on the one hand the government and affiliated institutions and on the other the population. We might then consider which issues might arise for each shareholder and what the benefits for them would be, as well as the risks. This approach is illustrated in the answer McKinsey provides as well:

McKinsey Framework

More than anything, this type of case shows us how important it is to practise and build different types of structures, and think about MECE ways of segmenting the problem.

7. How Do I prepare for case interviews

In consulting fashion, the overall preparation can be structured into theoretical preparation and practical preparation , with each category then being subdivided into individual prep and prep with a partner .

As a general rule, the level and intensity of the preparation will differ based on your background - naturally if you have a business background (and have been part of a consulting club or something similar) your preparation will be less intensive than if you’re starting from scratch. The way we suggest you go about it is to start with theoretical preparation , which means learning about case interviews, business and basic consulting concepts (you can do this using free resources - such as the ones we provide - or if you want a more through preparation you can consider joining our Case Academy as well).

You can then move on to the practical preparation which should start with doing solo cases and focusing on areas of improvement, and then move on to preparation with a partner , which should be another candidate or - ideally - an ex-consultant.

Let’s go into more details with respect to each type of preparation.

7.1. Solo practice

The two most important areas of focus in sole preparation are:

  • Mental math

As we mentioned briefly, the best use of your time is to focus on solving cases. You can start with cases listed on MBB sites since they are clearly stated and have worked solutions as well (e.g. Bain is a good place to start) and then move to more complex cases (our Case Library also offers a range of cases of different complexities). To build your confidence, start out on easier case questions, work through with the solutions, and don't worry about time. As you get better, you can move on to more difficult cases and try to get through them more quickly. You should practice around eight case studies on your own to build your confidence.

Another important area of practice is your mental mathematics as this skill will considerably increase your confidence and is neglected by many applicants - much to their immediate regret in the case interview. Find our mental math tool here or in our course, and practice at least ten minutes per day, from day one until the day before the interview.

7.2. Preparation with a partner

There are aspects of an interview - such as asking clarifying questions - which you cannot do alone and this is why, after you feel comfortable, you should move on to practice with another person. There are two options here:

  • Practicing with a peer
  • Practicing with an ex-consultant

In theory they can be complementary - especially if you’re peer is also preparing for consulting interviews - and each have advantages and disadvantages. A peer is likely to practice with you for free for longer, however you may end up reinforcing some bad habits or unable to get actionable feedback. A consultant will be able to provide you the latter but having their help for the same number of hours as a peer will come at a higher cost. Let’s look at each option in more detail.

7.2.1. Peer preparation

Once you have worked through eight cases solo, you should be ready to simulate the interview more closely and start working with another person.

Here, many candidates turn to peer practice - that is, doing mock case interviews with friends, classmates or others also applying to consulting. If you’re in university, and especially in business school, there will very likely be a consulting club for you to join and do lots of case practice with. If you don’t have anyone to practice, though, or if you just want to get a bit more volume in with others, our free meeting board lets you find fellow applicants from around the world with whom to practice. We recommend practicing around 10 to 15 ‘live’ cases to really get to a point where you feel comfortable.

7.2.2. Preparation with a consultant

You can do a lot practising by yourself and with peers. However, nothing will bring up your skills so quickly and profoundly as working with a real consultant.

Perhaps think about it like boxing. You can practice drills and work on punch bags all you want, but at some point you need to get into the ring and do some actual sparring if you ever want to be ready to fight.

Practicing with an ex consultant is essentialy a simulation of an interview. Of course, it isn’t possible to secure the time of experienced top-tier consultants for free. However, when considering whether you should invest to boost your chances of success, it is worth considering the difference in your salary over even just a few years between getting into a top-tier firm versus a second-tier one. In the light of thousands in increased annual earnings (easily accumulating into millions over multiple years), it becomes clear that getting expert interview help really is one of the best investments you can make in your own future.

Should you decide to make this step, MyConsultingCoach can help, offering bespoke mentoring programmes , where you are paired with a 5+ year experienced, ex-MBB mentor of your choosing, who will then oversee your whole case interview preparation from start to finish - giving you your best possible chance of landing a job!

7.3. Practice for online interviews

Standard preparation for interview case studies will carry directly over to online cases.

However, if you want to do some more specific prep, you can work through cases solo to a timer and using a calculator and/or Excel (online cases generally allow calculators and second computers to help you, whilst these are banned in live case interviews).

Older PST-style questions also make great prep, but a particularly good simulation is the self-assessment tests included in our Case Academy course . These multiple choice business questions conducted with a strict time limit are great preparation for the current crop of online cases.

7.4. Fit interviews

As we’ve noted, even something billed as a case interview is very likely to contain a fit interview as a subset.

We have an article on fit interviews and also include a full set of lessons on how to answer fit questions properly as a subset of our comprehensive Case Academy course .

Here though, the important thing to convey is that you take preparing for fit questions every bit as seriously as you do case prep.

Since they sound the same as you might encounter when interviewing for other industries, the temptation is to regard these as “just normal interview questions”.

However, consulting firms take your answers to these questions a good deal more seriously than elsewhere.

This isn’t just for fluffy “corporate culture” reasons. The long hours and close teamwork, as well as the client-facing nature of management consulting, mean that your personality and ability to get on with others is going to be a big part of making you a tolerable and effective co-worker.

If you know you’ll have to spend 14+ hour working days with someone you hire and that your annual bonus depends on them not alienating clients, you better believe you’ll pay attention to their character in interview.

There are also hard-nosed financial reasons for the likes of McKinsey, Bain and BCG to drill down so hard on your answers.

In particular, top consultancies have huge issues with staff retention. The average management consultant only stays with these firms for around two years before they have moved on to a new industry.

In some cases, consultants bail out because they can’t keep up with the arduous consulting lifestyle of long hours and endless travel. In many instances, though, departing consultants are lured away by exit opportunities - such as the well trodden paths towards internal strategy roles, private equity or becoming a start-up founder.

Indeed, many individuals will intentionally use a two year stint in consulting as something like an MBA they are getting paid for - giving them accelerated exposure to the business world and letting them pivot into something new.

Consulting firms want to get a decent return on investment for training new recruits. Thus, they want hires who not only intend to stick with consulting longer-term, but also have a temperament that makes this feasible and an overall career trajectory where it just makes sense for them to stay put.

This should hammer home the point that, if you want to get an offer, you need to be fully prepared to answer fit questions - and to do so excellently - any time you have a case interview.

8. Interview day - what to expect, with tips

Of course, all this theory is well and good, but a lot of readers might be concerned about what exactly to expect in real life . It’s perfectly reasonable to want to get as clear a picture as possible here - we all want to know what we are going up against when we face a new challenge!

Indeed, it is important to think about your interview in more holistic terms, rather than just focusing on small aspects of analysis. Getting everything exactly correct is less important than the overall approach you take to reasoning and how you communicate - and candidates often lose sight of this fact.

In this section, then, we’ll run through the case interview experience from start to finish, directing you to resources with more details where appropriate. As a supplement to this, the following video from Bain is excellent. It portrays an abridged version of a case interview, but is very useful as a guide to what to expect - not just from Bain, but from McKinsey, BCG and any other high-level consulting firm.

8.1. Getting started

Though you might be shown through to the office by a staff member, usually your interviewer will come and collect you from a waiting area. Either way, when you first encounter them, you should greet your interviewer with a warm smile and a handshake (unless they do not offer their hand). Be confident without verging into arrogance. You will be asked to take a seat in the interviewer’s office, where the interview can then begin.

8.1.1. First impressions

In reality, your assessment begins before you even sit down at your interviewer’s desk. Whether at a conscious level or not, the impression you make within the first few seconds of meeting your interviewer is likely to significantly inform the final hiring decision (again, whether consciously or not).

Your presentation and how you hold yourself and behave are all important . If this seems strange, consider that, if hired, you will be personally responsible for many clients’ impressions of the firm. These things are part of the job! Much of material on the fit interview is useful here, whilst we also cover first impressions and presentation generally in our article on what to wear to interview .

As we have noted above, your interview might start with a fit segment - that is, with the interviewer asking questions about your experiences, your soft skills, and motivation to want to join consulting generally and that firm in particular. In short, the kinds of things a case study can’t tell them about you. We have a fit interview article and course to get you up to speed here.

8.1.2. Down to business

Following an initial conversation, your interviewer will introduce your case study , providing a prompt for the question you have to answer. You will have a pen and paper in front of you and should (neatly) note down the salient pieces of information (keep this up throughout the interview).

It is crucial here that you don’t delve into analysis or calculations straight away . Case prompts can be tricky and easy to misunderstand, especially when you are under pressure. Rather, ask any questions you need to fully understand the case question and then validate that understanding with the interviewer before you kick off any analysis. Better to eliminate mistakes now than experience that sinking feeling of realising you have gotten the whole thing wrong halfway through your case!

This process is covered in our article on identifying the problem and in greater detail in our Case Academy lesson on that subject.

8.1.3. Analysis

Once you understand the problem, you should take a few seconds to set your thoughts in order and draw up an initial structure for how you want to proceed. You might benefit from utilising one or more of our building blocks here to make a strong start. Present this to your interviewer and get their approval before you get into the nuts and bolts of analysis.

We cover the mechanics of how to structure your problem and lead the analysis in our articles here and here and more thoroughly in the MCC Case Academy . What it is important to convey here, though, is that your case interview is supposed to be a conversation rather than a written exam . Your interviewer takes a role closer to a co-worker than an invigilator and you should be conversing with them throughout.

Indeed, how you communicate with your interviewer and explain your rationale is a crucial element of how you will be assessed. Case questions in general, are not posed to see if you can produce the correct answer, but rather to see how you think . Your interviewer wants to see you approach the case in a structured, rational fashion. The only way they are going to know your thought processes, though, is if you tell them!

To demonstrate this point, here is another excellent video from Bain, where candidates are compared.

Note that multiple different answers to each question are considered acceptable and that Bain is primarily concerned with the thought processes of the candidate’s exhibit .

Another reason why communication is absolutely essential to case interview success is the simple reason that you will not have all the facts you need to complete your analysis at the outset. Rather, you will usually have to ask the interviewer for additional data throughout the case to allow you to proceed .

NB: Don't be let down by your math!

Your ability to quickly and accurately interpret these charts and other figures under pressure is one of the skills that is being assessed. You will also need to make any calculations with the same speed and accuracy (without a calculator!). As such, be sure that you are up to speed on your consulting math .

8.1.4. Recommendation

Finally, you will be asked to present a recommendation. This should be delivered in a brief, top-down "elevator pitch" format , as if you are speaking to a time-pressured CEO. Again here, how you communicate will be just as important as the details of what you say, and you should aim to speak clearly and with confidence.

For more detail on how to give the perfect recommendation, take a look at our articles on the Pyramid Principle and providing recommendations , as well the relevant lesson within MCC Academy .

8.1.5. Wrapping up

After your case is complete, there might be a few more fit questions - including a chance for you to ask some questions of the interviewer . This is your opportunity to make a good parting impression.

We deal with the details in our fit interview resources. However, it is always worth bearing in mind just how many candidates your interviewers are going to see giving similar answers to the same questions in the same office. A pretty obvious pre-requisite to being considered for a job is that your interviewer remembers you in the first place. Whilst you shouldn't do something stupid just to be noticed, asking interesting parting questions is a good way to be remembered.

Now, with the interview wrapped up, it’s time to shake hands, thank the interviewer for their time and leave the room .

You might have other interviews or tests that day or you might be heading home. Either way, if know that you did all you could to prepare, you can leave content in the knowledge that you have the best possible chance of receiving an email with a job offer. This is our mission at MCC - to provide all the resources you need to realise your full potential and land your dream consulting job!

8.2. Remote and one-way interview tips

Zoom case interviews and “one-way” automated fit interviews are becoming more common as selection processes are increasingly remote, with these new formats being accompanied by their own unique challenges.

Obviously you won’t have to worry about lobbies and shaking hands for a video interview. However, a lot remains the same. You still need to do the same prep in terms of getting good at case cracking and expressing your fit answers. The specific considerations around remote interviews are, in effect, around making sure you come across as effectively as you would in person.

8.2.1. Connection

It sounds trivial, but a successful video interview of any kind presupposes a functioning computer with a stable and sufficient internet connection.

Absolutely don’t forget to have your laptop plugged in, as your battery will definitely let you down mid-interview. Similarly, make sure any housemates or family know not to use the microwave, vacuum cleaner or anything else that makes wifi cut out (or makes a lot of noise, obviously)

If you have to connect on a platform you don’t use much (for example, if it’s on Teams and you’re used to Zoom), make sure you have the up to date version of the app in advance, rather than having to wait for an obligatory download and end up late to join. Whilst you’re at it, make sure you’re familiar with the controls etc. At the risk of being made fun of, don’t be afraid to have a practice call with a friend.

8.2.2. Dress

You might get guidance on a slightly more relaxed dress code for a Zoom interview. However, if in doubt, dress as you would for the real thing (see our article here ).

Either way, always remember that presentation is part of what you are being assessed on - the firm needs to know you can be presentable for clients. Taking this stuff seriously also shows respect for your interviewer and their time in interviewing you.

8.2.3. Lighting

An aspect of presentation that you have to devote some thought to for a Zoom interview is your lighting.

Hopefully, you long ago nailed a lighting set-up during the Covid lockdowns. However, make sure to check your lighting in advance with your webcam - bearing in mind what time if day your interview actually is. If your interview is late afternoon, don’t just check in the morning. Make sure you aren’t going to be blinded from light coming in a window behind your screen, or that you end up with the weird shadow stripes from blinds all over your face.

Natural light is always best, but if there won’t be much of that during your interview, you’ll likely want to experiment with moving some lamps around.

8.2.4. Clarity

The actual stories you tell in an automated “one-way” fit interview will be the same as for a live equivalent. If anything, things should be easier, as you can rattle off a practised monologue without an interviewer interrupting you to ask for clarifications.

You can probably also assume that the algorithm assessing your performance is sufficiently capable that it will be observing you at much the same level as a human interviewer. However, it is probably still worth speaking as clearly as possible with these kinds of interviews and paying extra attention to your lighting to ensure that your face is clearly visible.

No doubt the AIs scoring these interviews are improving all the time, but you still want to make their job as easy as possible. Just think about the same things as you would with a live Zoom interview, but more so.

9. How we can help

There are lots of great free resources on this site to get you started with preparation, from all our articles on case solving and consulting skills to our free case library and peer practice meeting board .

To step your preparation up a notch, though, our Case Academy course will give you everything you need to know to solve the most complex of cases - whether those are in live interviews, with chatbots, written tests or any other format.

Whatever kind of case you end up facing, nothing will bring up your skillset faster than the kind of acute, actionable feedback you can get from a mock case interview a real, MBB consultant. Whilst it's possible to get by without this kind of coaching, it does tend to be the biggest single difference maker for successful candidates.

You can find out more on our coaching page:

Explore Coaching

Of course, for those looking for a truly comprehensive programme, with a 5+ year experienced MBB consultant overseeing their entire prep personally, from networking and applications right through to your offer, we have our mentoring programmes.

You can read more here:

Comprehensive Mentoring

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Business Analyst Case Study | Free Case Study Template

LN Mishra, CBAP, CBDA, AAC & CCA

Business analyst case studies blog describes an actual business analyst case study. This provides real-world exposure to new business analysts.

In this blog, we will be discussing what is business analysis case study, why develop them, when to develop them and how to develop them. We will provide a real business case analysis case study for better understanding.

Let’s start with understanding what is business analysis before we go to analyst case studies.

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What is a business analysis case study 

Why prepare business analysis case study 

When to prepare business analysis case study

How to prepare business analysis case study

Example Business Analysis Case Studies

What is Business Analysis Case Study?

Before we try to understand, Business Analysis Case Study, let's understand the term case study and business analysis.

As per Wikipedia, a case study is:

"A case study is an in-depth, detailed examination of a particular case (or cases) within a real-world context."

For example, case studies in medicine may focus on an individual patient or ailment; case studies in business might cover a particular firm's strategy or a broader market; similarly, case studies in politics can range from a narrow happening over time like the operations of a specific political campaign, to an enormous undertaking like, world war, or more often the policy analysis of real-world problems affecting multiple stakeholders.

So, we can define Business Analysis Case Study as

"A Business Analysis case study is an in-depth, detailed examination of a particular business analysis initiative."

What is Business Analysis?

The BABOK guide defines Business Analysis as the “Practice of enabling change in an enterprise by defining needs and recommending solutions that deliver value to stakeholders”. Business Analysis helps in finding and implementing changes needed to address key business needs, which are essentially problems and opportunities in front of the organization.

Business analysis can be performed at multiple levels, such as at:

  • The enterprise level, analyzing the complete business, and understanding which aspects of the business require changes.
  • The organization level, analyzing a part of the business, and understanding which aspects of the organization require changes.
  • The process level, analyzing a specific process, understanding which aspects of the process require changes.
  • The product level, analyzing a specific product, and understanding which aspects of the product require changes.  

Why Develop Business Analyst Case Study

Business analysis case studies can be useful for multiple purposes. One of the purpose can be to document business analysis project experiences which can be used in future by other business analysts.

This also can be used to showcase an organizations capabilities in the area of business analysis. For example, as Adaptive is a business analysis consulting organization, it develops multiple business analysis case studies which show cases the work done by Adaptive business analysts for the client. You can read one such case study for a manufacturing client .

When To Develop Business Analyst Case Study

Business analysis case studies are typically prepared after a project or initiative is completed. It is good to give a little time gap before we develop the case study because the impact of a change may take a little while after the change is implemented.

Most professionals prepare business analysis case studies for projects which are successful. But it is also important to remember that not all changes are going to be successful. There are definitely failures in an organizations project history.

It is also important to document the failure case studies because the failures can teach us about what not to do in future so that risks of failures are minimized.

How To Develop A Business Analyst Case Study

Document business problem / opportunity.

In this section of the business analyst case studies, we discuss the actual problem of the business case analysis example.

ABC Technologies has grown rapidly from being a tiny organization with less than 5 projects to one running 200 projects at the same time. The number of customer escalations has gone up significantly. Profitability is getting eroded over a period of time. Significant management time is spent in fire-fighting than improving the business.

Top management estimated a loss of 10% profitability due to poor management of projects which is estimated at about 10 Million USD per annum.

Document Problem / Opportunity Analysis

For our above business problem, we captured the following analysis details.

Discussions with key stakeholders revealed the following challenges in front of ABCT management:

  • There is very little visibility of project performances to top management
  • Non-standard project reporting by various projects makes it harder for top management to assess the correct health of the project
  • Practically there is no practice of identifying risks and mitigating them
  • Project practices are largely non-standardized. Few project managers do run their projects quite well because of their personal abilities, but most struggle to do so.
  • Due to rapid growth, management has no option but to assign project management responsibilities to staff with little or no project management experience.

Document Identified Solutions 

Based on root cause analysis, management decided to initiate a project to standardize management reporting. This required the organization to implement a project management system. The organization initially short-listed 10 project management tools. After comparing the business needs, tools, their costs, management decided to go with a specific tool.

Document Implementation Plan

The purchased tool lacked integration into the organizations existing systems. The vendor and organization’s IT team developed a project plan to integrate the new system with the existing systems.

Document Performance Improvements 

After a year, the effectiveness of the project was assessed. Projects showed remarkable improvement wrt reduced customer escalations, better on-time billing, and better risk management. The system also allowed the organization to bid for larger contracts as the prospective customers demanded such a system from their suppliers. The application was further enhanced to cater to the needs of other businesses in the enterprise as they were different legal entities, and their policies were different.

Document lessons learnt

Some of the key lessons learnt during this business analysis initiative were:

1. Stakeholder buy-in in extremely important to the success of the project

2. It is always better to go with iterative approach achieve smaller milestones and then go for larger milestones

BA Case Study template

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How to Analyse a Case Study

Last Updated: April 13, 2024 Fact Checked

This article was co-authored by Sarah Evans . Sarah Evans is a Public Relations & Social Media Expert based in Las Vegas, Nevada. With over 14 years of industry experience, Sarah is the Founder & CEO of Sevans PR. Her team offers strategic communications services to help clients across industries including tech, finance, medical, real estate, law, and startups. The agency is renowned for its development of the "reputation+" methodology, a data-driven and AI-powered approach designed to elevate brand credibility, trust, awareness, and authority in a competitive marketplace. Sarah’s thought leadership has led to regular appearances on The Doctors TV show, CBS Las Vegas Now, and as an Adobe influencer. She is a respected contributor at Entrepreneur magazine, Hackernoon, Grit Daily, and KLAS Las Vegas. Sarah has been featured in PR Daily and PR Newswire and is a member of the Forbes Agency Council. She received her B.A. in Communications and Public Relations from Millikin University. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 411,822 times.

Case studies are used in many professional education programs, primarily in business school, to present real-world situations to students and to assess their ability to parse out the important aspects of a given dilemma. In general, a case study should include, in order: background on the business environment, description of the given business, identification of a key problem or issue, steps taken to address the issue, your assessment of that response, and suggestions for better business strategy. The steps below will guide you through the process of analyzing a business case study in this way.

Step 1 Examine and describe the business environment relevant to the case study.

  • Describe the nature of the organization under consideration and its competitors. Provide general information about the market and customer base. Indicate any significant changes in the business environment or any new endeavors upon which the business is embarking.

Step 2 Describe the structure and size of the main business under consideration.

  • Analyze its management structure, employee base, and financial history. Describe annual revenues and profit. Provide figures on employment. Include details about private ownership, public ownership, and investment holdings. Provide a brief overview of the business's leaders and command chain.

Step 3 Identify the key issue or problem in the case study.

  • In all likelihood, there will be several different factors at play. Decide which is the main concern of the case study by examining what most of the data talks about, the main problems facing the business, and the conclusions at the end of the study. Examples might include expansion into a new market, response to a competitor's marketing campaign, or a changing customer base. [3] X Research source

Step 4 Describe how the business responds to these issues or problems.

  • Draw on the information you gathered and trace a chronological progression of steps taken (or not taken). Cite data included in the case study, such as increased marketing spending, purchasing of new property, changed revenue streams, etc.

Step 5 Identify the successful aspects of this response as well as its failures.

  • Indicate whether or not each aspect of the response met its goal and whether the response overall was well-crafted. Use numerical benchmarks, like a desired customer share, to show whether goals were met; analyze broader issues, like employee management policies, to talk about the response as a whole. [4] X Research source

Step 6 Point to successes, failures, unforeseen results, and inadequate measures.

  • Suggest alternative or improved measures that could have been taken by the business, using specific examples and backing up your suggestions with data and calculations.

Step 7 Describe what changes...

Community Q&A

Community Answer

  • Always read a case study several times. At first, you should read just for the basic details. On each subsequent reading, look for details about a specific topic: competitors, business strategy, management structure, financial loss. Highlight phrases and sections relating to these topics and take notes. Thanks Helpful 0 Not Helpful 0
  • In the preliminary stages of analyzing a case study, no detail is insignificant. The biggest numbers can often be misleading, and the point of an analysis is often to dig deeper and find otherwise unnoticed variables that drive a situation. Thanks Helpful 0 Not Helpful 0
  • If you are analyzing a case study for a consulting company interview, be sure to direct your comments towards the matters handled by the company. For example, if the company deals with marketing strategy, focus on the business's successes and failures in marketing; if you are interviewing for a financial consulting job, analyze how well the business keeps their books and their investment strategy. Thanks Helpful 0 Not Helpful 0

how to solve business analyst case study

  • Do not use impassioned or emphatic language in your analysis. Business case studies are a tool for gauging your business acumen, not your personal beliefs. When assigning blame or identifying flaws in strategy, use a detached, disinterested tone. Thanks Helpful 16 Not Helpful 4

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Thanks for reading our article! If you’d like to learn more about business writing, check out our in-depth interview with Sarah Evans .

  • ↑ https://www.gvsu.edu/cms4/asset/CC3BFEEB-C364-E1A1-A5390F221AC0FD2D/business_case_analysis_gg_final.pdf
  • ↑ https://bizfluent.com/12741914/how-to-analyze-a-business-case-study
  • ↑ http://www.business-fundas.com/2009/how-to-analyze-business-case-studies/
  • ↑ https://writingcenter.uagc.edu/writing-case-study-analysis
  • http://college.cengage.com/business/resources/casestudies/students/analyzing.htm

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Strategy Analyst - Case Study Guide

Written by: Capital One

What is a case interview?

There are many different types of case interviews common in financial services. At Capital One, our case interviews are conversations focused on real business problems from a variety of industries.

What does a case interview assess?

Case interviews give us an opportunity to gauge how you solve problems, and give you a chance to test drive the type of work you'll be doing as an associate. We are looking for you to demonstrate:

  • Communication skills
  • Conceptual problem solving skills
  • Quantitative analytical skills

How do you prepare for a case interview?

The best way to prepare for a case interview is to practice! We've included a sample case and video to help you prepare. Candidates from all different educational and professional backgrounds can be successful with practice.

As you prepare, remember to:

  • LEARN: Get exposure to cases; while our cases are unique, the more you learn how cases work generally, the more comfortable you will be in your interview. Often university departments, business schools, and career services will have resources for case interview prep.
  • DO: Master the details by actually working through the numbers and questions in the cases you review. Do NOT memorize a list of industry terms, instead, be prepared for terms you don't know, and ask your caser about them.
  • ENGAGE: Leverage as many additional resources as you can. Attend any case workshops you are invited to, and ask your recruiter about additional case prep events or practice case opportunities.

Download the case study practice guide

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The HBS Case Method

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  • Harvard Business School

How the HBS Case Method Works

how to solve business analyst case study

How the Case Method Works

how to solve business analyst case study

  • Read and analyze the case. Each case is a 10-20 page document written from the viewpoint of a real person leading a real organization. In addition to background information on the situation, each case ends in a key decision to be made. Your job is to sift through the information, incomplete by design, and decide what you would do.
  • Discuss the case. Each morning, you’ll bring your ideas to a small team of classmates from diverse professional backgrounds, your discussion group, to share your findings and listen to theirs. Together, you begin to see the case from different perspectives, better preparing you for class.
  • Engage in class. Be prepared to change the way you think as you debate with classmates the best path forward for this organization. The highly engaged conversation is facilitated by the faculty member, but it’s driven by your classmates’ comments and experiences. HBS brings together amazingly talented people from diverse backgrounds and puts that experience front and center. Students do the majority of the talking (and lots of active listening), and your job is to better understand the decision at hand, what you would do in the case protagonist’s shoes, and why. You will not leave a class thinking about the case the same way you thought about it coming in! In addition to learning more about many businesses, in the case method you will develop communication, listening, analysis, and leadership skills. It is a truly dynamic and immersive learning environment.
  • Reflect. The case method prepares you to be in leadership positions where you will face time-sensitive decisions with limited information. Reflecting on each class discussion will prepare you to face these situations in your future roles.

Student Perspectives

how to solve business analyst case study

“I’ve been so touched by how dedicated other people have been to my learning and my success.”

Faculty Perspectives

how to solve business analyst case study

“The world desperately needs better leadership. It’s actually one of the great gifts of teaching here, you can do something about it.”

Alumni Perspectives

how to solve business analyst case study

“You walk into work every morning and it's like a fire hose of decisions that need to be made, often without enough information. Just like an HBS case.”

Celebrating the Inaugural HBS Case

how to solve business analyst case study

“How do you go into an ambiguous situation and get to the bottom of it? That skill – the skill of figuring out a course of inquiry, to choose a course of action – that skill is as relevant today as it was in 1921.”

How to Write a Great Business Case

Explore more.

  • Case Teaching

C ase studies are powerful teaching tools. “When you have a good case, and students who are well prepared to learn and to teach each other, you get some magical moments that students will never forget,” says James L. Heskett, UPS Foundation Professor of Business Logistics, emeritus, at Harvard Business School (HBS). “They will remember the lessons they learn in that class discussion and apply them 20 years later.”

Yet, for many educators who want to pen their own case, the act of writing a great business case seldom comes easily or naturally. For starters, it’s time consuming. Case writers can spend substantial time visiting companies, securing a willing site, conducting interviews, observing operations, collecting data, reviewing notes, writing the case, revising the narrative, ensuring that teaching points come through, and then getting executives to approve the finished product.

The question, then, becomes: Where do you begin? How do you approach case writing? How do you decide which company to use as the subject of the case? And what distinguishes a well-written case from a mediocre one?

We asked three expert HBS case writers—who collectively have written and supported hundreds of cases—to share their insights on how to write a great business case study that will inspire passionate classroom discussion and transmit key educational concepts.

Insights from James L. Heskett

UPS Foundation Professor of Business Logistics, Emeritus, Harvard Business School

Keep your eyes open for a great business issue.

“I’m always on the prowl for new case material. Whenever I’m reading or consulting, I look for interesting people doing interesting things and facing interesting challenges. For instance, I was reading a magazine and came across a story about how Shouldice Hospital treated patients undergoing surgery to fix inguinal hernias—how patients would get up from the operating table and walk away on the arm of the surgeon.

6 QUALITIES OF GREAT CASE WRITERS

Comfort with ambiguity, since cases may have more than one “right” answer

Command of the topic or subject at hand

Ability to relate to the case protagonists

Enthusiasm for the case teaching method

Capacity for finding the drama in a business situation and making it feel personal to students

Build relationships with executives.

“When writing a case, it’s helpful to start as high in the organization as possible. It helps assure mid-level managers that they can share the information you need with an outsider. It also helps when it comes to getting the case cleared for use. Serving on corporate boards can help in building relationships with senior executives, but there are other ways to make those connections. For instance, you can approach speakers at business conferences if you think their presentations could form the basis for a good business case. If you want to write about a company where you don’t have any personal connections, you can always check with your colleagues to see if any of them have a personal relationship with the CEO or sit on a board where they could introduce you to the right person who would be able to facilitate the case. My colleagues and I make a lot of these introductions for each other.”

“If you make the case into a crossword puzzle that takes five hours to solve, it’s not really fair to the students and will most likely cause them to lose focus.” James L. Heskett

Skip the curveballs and focus on key issues.

“Cases don’t have to be obvious. As a pedagogical objective, you might want students to look beyond a superficial issue to say this is the underlying topic that we need to address, and these are the questions we need to pose. Still, I think it’s unhelpful if cases contain real curveballs where ‘unlocking’ the case depends on finding some small piece of information hidden in an exhibit. Give students a break! They may have to read and digest three cases per day, so they probably won’t be able to devote more than a couple of hours to each one. If you make the case into a crossword puzzle that takes five hours to solve, it’s not really fair to the students and will most likely cause them to lose focus.”

Build a discussion plan while writing the case.

“In case method teaching, the teacher is not in complete control. Students teach each other and learn from each other. On any given day, there will likely be somebody in the room who knows more about the company featured in the case than the professor does. So a professor can’t walk into the classroom and expect to impose a lesson plan that goes in a strict linear way from A to B to C to D. The case ought to be written to allow students to jump from A to D and then come back later to B if that’s how the discussion plays out. At the same time, the case should be structured so that the instructor can collect student comments on a board, organizing them as a coherent set of related ideas, and then deliver a 5-to-10-minute summary that communicates whatever essential concepts the case has covered. This summation can be a very powerful teaching and learning experience.”

Focus on quality over quantity.

“Cases don’t have to be too long. Some good cases are only two or three pages. Students may give more scrutiny to these brief cases than they would a 20-page case.”

Advice from Benson P. Shapiro

Malcolm P. McNair Professor of Marketing, Emeritus, Harvard Business School

Take out the chaff in advance.

“You don’t want students to spend too much time separating the wheat from the chaff. If a case has 12 pages of text and 10 pages of exhibits, even the smartest MBA students will likely lose interest. Writers who try to capture a situation from every angle and in every detail end up with sprawling narratives that usually do not make a good case. When writing cases, you need to set good, strong boundaries. Avoid superfluous, flowery, or poetic material that may contain interesting anecdotes or factoids, but that could distract readers from the case’s core topics. Include only those important and useful details that can help students make decisions and understand key issues that the case explores.”

Work in layers and metaphors—subtly.

“The best cases work on multiple levels. A case should focus on a specific situation—for example, whether or not to introduce a certain product. But it should also serve as a metaphor for broader issues in the background: How do we think about introducing new products? Are we introducing enough products? Are new product introductions a source of competitive advantage in our industry? How should we organize and manage new product development? You want the case to encourage students to think broadly about the various cultural, financial, and strategic impacts that managerial decisions have on a company.”

“Writers who try to capture a situation from every angle and in every detail end up with sprawling narratives that usually do not make a good case.” Benson P. Shapiro

Encourage emotional engagement.

“Case writing is an interesting literary form—it needs to be very engaging, but also educational. Great cases revolve around points of contention on which intelligent people can hold different points of view: What should you do? Why? How do you get it done? Ideally, students should have to choose between two very attractive alternatives or two terrible alternatives. The best cases involve questions that get students emotionally engaged so that they really care about choices and outcomes. When you see students physically leaning forward and following what their peers are saying, you know that they have a visceral feel for the importance of the subject. When you hear them debating after class— You were out in left field! You missed what was really important here! —that’s how you can tell you succeeded in developing a great case.”

Lessons from Carin-Isabel Knoop

Executive Director of the Case Research & Writing Group, Harvard Business School

Don’t forget the classroom component.

“Cases are deliberately incomplete documents. What a case writer leaves out of a case is often just as important as what he or she puts into it. Cases are designed to be completed through classroom instruction and discussion. While drafting the case, try to develop the classroom process in parallel. Work on the assignment questions and classroom content. Keep in mind that the case should be able to adapt to your classroom and course needs.”

Hone your elevator pitch.

“Before getting started, always have clear, succinct learning objectives in mind. Don’t start developing the case until you are able to summarize these objectives in less than five minutes.”

Case writing is a relationship, not a transaction.

When choosing a case site, be clear with executives that you are developing a teaching tool and that you will require their time and candor—and eventually their data. Put them at ease, and manage the authorization process, right from the start. Indicate that quotes will be cleared before publication and there will be time for individual review. During the creation process, ask their advice. This creates a process of engagement and helps bring home that this is a pedagogical tool, not gotcha journalism. At HBS, we oftentimes invite someone from the company to attend class. Finally, once the case is done, stay in touch with your case protagonists. They will move to other organizations and spread the good word about their experience with case writing.

Invite disagreement in case discussions.

“The case study method is based on participant-centered learning. The students all start from the same base of 11 (or however many) pages in the case, but they bring different knowledge and experiences into the classroom. So they can take the same facts and disagree about what course of action to pursue. We want students to behave like decision makers, and it can be painful to make decisions. Some critics deride the case teaching method as being unrealistic, but someone who just lectures about marketing doesn’t help students realize how difficult it is to choose between two plausible options to meet the same marketing objectives. For students, a big part of the education process is learning from discussions with classmates who think differently and advocate for different solutions. Witnessing a robust case discussion reminds us of the potential for collective learning to emerge from contrasting views.”

“Faculty don’t just write cases for teaching purposes, they write them to learn.” Carin-Isabel Knoop

The Case Writing Process Is a Worthy Effort

Researching, writing, and publishing cases is well worth the time and effort. “The case research and writing process is important for faculty development,” Knoop adds. “While developing field cases, faculty go to site visits and meet with decision makers. The case writing process helps connect scholars to practitioners and practitioners to the academic world. Faculty case writers get to explore and test how their academic theories work in practice. So faculty don’t just write cases for teaching purposes, they write them to learn. The case method is an integral part of faculty development.”

There’s another big bonus to becoming a case writer, especially for younger educators. “Young business instructors face a credibility gap with their students,” says Heskett. “It’s not uncommon to have MBA students in a class who have more experience than the instructor on a particular subject. Once you go into the field and write a case, you will know more about that subject than anyone else in the class. A primary way for professors to establish their credibility on a topic is to have written the case the class is discussing that day.”

how to solve business analyst case study

James L. Heskett is UPS Foundation Professor of Business Logistics, emeritus, at Harvard Business School. He completed his Ph.D. at the Graduate School of Business, Stanford University, and has been a faculty member at The Ohio State University as well as president of Logistics Systems, Inc. Since 2000, he has authored a blog on Harvard Business School’s Working Knowledge website .

how to solve business analyst case study

Benson P. Shapiro is the Malcolm P. McNair Professor of Marketing, emeritus, at Harvard Business School where he taught full time from 1970 to 1997. Since 1997, Shapiro has concentrated his professional time on consulting, giving speeches, serving on boards, and writing. He continues to teach at Harvard and has taught in many executive programs and has chaired the Sustainable Marketing Leadership for Mid-Sized Firms Program.

how to solve business analyst case study

Carin-Isabel Knoop is the executive director of the Case Research & Writing Group at Harvard Business School. She is also coauthor of Compassionate Management of Mental Health in the Modern Workplace .

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IMAGES

  1. Business Case Analysis: Example, Definition, & Format

    how to solve business analyst case study

  2. What is a Business Case Study and How to Write with Examples

    how to solve business analyst case study

  3. how to solve case study ppt

    how to solve business analyst case study

  4. How to Write a Business Case Study: Tips, Steps, Mistakes

    how to solve business analyst case study

  5. SOLUTION: Business Case Study Example

    how to solve business analyst case study

  6. Pin on Excel Project Management Templates For Business Tracking

    how to solve business analyst case study

VIDEO

  1. BUSINESS ANALYST CASE STUDY 3

  2. 20 Best Business Case Studies

  3. From nothing to ₹50,000 Crores...BUSINESS EMPIRE

  4. Business Analyst ROADMAP 2024

  5. Unlock the Secret to Professional Documents: Business Analyst, Scrum Master and Project Managers II

  6. Business Consulting Case Interview

COMMENTS

  1. Business Analyst Case Study: A Complete Overview

    1) An overview of the Business Analysis Case Study. 2) Step 1: Understanding the company and its objectives. 3) Step 2: Gathering relevant data. 4) Step 3: Conducting SWOT analysis. 5) Step 4: Identifying key issues and prioritising. 6) Step 5: Analysing the root causes. 7) Step 6: Proposing solutions and developing an action plan.

  2. Business Analysis Case Study Examples and Solutions

    For the most part, people like to work together successfully. Remembering to integrate an element of fun into the process contributes to a healthy team culture too. Glenn has facilitated improvements to team engagement and demonstrated leadership in his role as the business analyst. In Scenario 2, we'll see what happens next….

  3. How to Ace the Case Study Interview as an Analyst

    Most of the time, you will be given a 30-45 min interview with a single data scientist or a hiring manager in which you'll answer a multifaceted business problem that's likely related to the organization's daily work. When I first started to prepare for the case study interview, I didn't know there are different types of case studies.

  4. Business Analyst Case Study With Its Role & Techniques

    Business Analyst Case Study describes business analysts, their roles, business requirements, strategies, functions and their workflow. ... So, here is the problem followed by the solution of how a business analysis example will solve the problem: Problem.

  5. 47 case interview examples (from McKinsey, BCG, Bain, etc.)

    BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer) BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below. 3. Bain case interview examples. CoffeeCo practice case (Bain website) FashionCo practice case (Bain website)

  6. Data Analytics Case Study: Complete Guide in 2024

    Step 1: With Data Analytics Case Studies, Start by Making Assumptions. Hint: Start by making assumptions and thinking out loud. With this question, focus on coming up with a metric to support the hypothesis. If the question is unclear or if you think you need more information, be sure to ask.

  7. Cracking the Analytics Interview: A Beginner's Guide to Case Study

    Case studies in analytics interviews typically involve a business problem that requires data analysis and interpretation to derive insights and recommendations. A typical case study can be broken ...

  8. Case Interview: all you need to know (and how to prepare)

    1. The key to landing your consulting job. Case interviews - where you are asked to solve a business case study under scrutiny - are the core of the selection process right across McKinsey, Bain and BCG (the "MBB" firms). This interview format is also used pretty much universally across other high-end consultancies; including LEK, Kearney ...

  9. Business Analyst Case Study

    How To Develop A Business Analyst Case Study Document Business Problem / Opportunity. In this section of the business analyst case studies, we discuss the actual problem of the business case analysis example. ABC Technologies has grown rapidly from being a tiny organization with less than 5 projects to one running 200 projects at the same time.

  10. How to Analyse a Case Study: 8 Steps (with Pictures)

    Steps. Download Article. 1. Examine and describe the business environment relevant to the case study. Describe the nature of the organization under consideration and its competitors. Provide general information about the market and customer base.

  11. How to solve Case Study?

    Boost Your Career with a Top Business Analyst Certification: https://www.simplilearn.com/business-analyst-certification-training-course?utm_campaign=India-Hr...

  12. REAL-LIFE Business Analyst Case Study (I Build a COMPLETE ...

    In this video we will have a REAL-LIFE Business Analyst Case Study where we build an executable Application/Prototype in 15 mins.=====Comp...

  13. Case studies in business analytics with ACCENTURE

    Introduction to case studies in business analytics with Accenture. In this introductory module, Fabrice Marque, Managing Director Customer Strategy Practice Lead for France, Belgium and the Netherlands, also in charge of the ESSEC-Accenture Strategic Business Analytics Chair, will first introduce the MOOC in general.

  14. How to Write a Business Case Study in 2024

    Share a brief explanation of your company and the products or services you provide. 7. Call-to-action (CTA) Add a call to action with the appropriate contact information (or a contact button, if this is a web-based case study) so that users can get in touch for additional information after reading the case study.

  15. How to Analyze a Business Case Study

    I present several frameworks you can use for analyzing a business case study. I hope you find it helpful. You can download the presentation here: https://dri...

  16. The Ultimate Guide to Cracking Business Case Interviews for Data

    Photo by You X Ventures on Unsplash. Before diving more deeply into business case interview specifics, we make a few quick remarks about the product development process. During such a process, data scientists play a critical role in decision making, alongside stakeholders such as engineers, product managers, designers, user experience researchers, etc.

  17. Strategy Analyst

    As you prepare, remember to: LEARN: Get exposure to cases; while our cases are unique, the more you learn how cases work generally, the more comfortable you will be in your interview. Often university departments, business schools, and career services will have resources for case interview prep. DO: Master the details by actually working ...

  18. The HBS Case Method

    Celebrating the Inaugural HBS Case. "How do you go into an ambiguous situation and get to the bottom of it? That skill - the skill of figuring out a course of inquiry, to choose a course of action - that skill is as relevant today as it was in 1921.". Jan Rivkin.

  19. Business Case Analysis

    There are 7 modules in this course. The Capstone project is the culmination of your journey through the Business English for Non-Native Speakers specialization. It is aimed at applying the written and spoken skills that you have gained to an authentic business situation. You will be able to choose a business case provided by HKUST, or use an ...

  20. Part 1

    In today's Business Analyst Training we are talking about how to write a business requirements document (BRD). This video goes into intricate details about ...

  21. How to Write a Great Business Case

    6 QUALITIES OF GREAT CASE WRITERS. Curiosity. Comfort with ambiguity, since cases may have more than one "right" answer. Command of the topic or subject at hand. Ability to relate to the case protagonists. Enthusiasm for the case teaching method. Capacity for finding the drama in a business situation and making it feel personal to students.

  22. Support

    Check the current status of services and components for Cisco's cloud-based Webex, Security and IoT offerings. Cisco Support Assistant. The Cisco Support Assistant (formerly TAC Connect Bot) provides a self-service experience for common case inquiries and basic transactions without waiting in a queue.

  23. BA Case Study Tutorial

    BA Case Study Tutorial | Business Analyst Training with Real Time Case Study & Interview based#BACaseStudy #BusinessAnalystCaseStudy

  24. Big Data: Latest Articles, News & Trends

    Big Data Big Data 8 Best Data Science Tools and Software . Apache Spark and Hadoop, Microsoft Power BI, Jupyter Notebook and Alteryx are among the top data science tools for finding business insights.

  25. LIVE: Baylor Commencement, May 2024 (Friday morning)

    There are over 25, 000 studies on the Bible, Marriage, Parenting, and more. Right now, also has an extensive catalog of professional development courses on leadership, team building, community, diversity, and conflict resolution. In fact, Baylor has made the full library, the video library available to all of our faculty and staff.