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Methodology November 14, 2026 11 min read

# Case Study Research: Types, Examples and How to Do One

A case study looks at one thing, or a few, in enough depth to explain how and why something happens there. Done well it is one of the most convincing designs a student can use; done loosely it reads as a long description with no argument.

J

Jonas Berger _· M. Sc._

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Case studies are everywhere in business, education, health, policy and engineering theses, partly because they fit a student timeline and partly because organisations are often willing to be studied. The difference between a strong and a weak case study is almost always in the design decisions made before any data is collected.

This post covers what counts as a case study, the main types, how to select and bound a case, which data to collect, how to analyse it, and how to structure the write-up.

## What a Case Study Is

A case study is an in-depth investigation of a contemporary phenomenon within its real-life context, especially when the boundary between phenomenon and context is not clear (Yin, 2018). The "case" can be a person, an organisation, a project, a policy, an event or a community. What makes it a case study is not the size of the sample but the depth, the use of several sources of evidence, and the attention to context.

## Types of Case Study

Type| Purpose| Example question  
---|---|---  
**Exploratory**|  Investigate something little understood, often before a larger study| How do small farms decide whether to adopt drone monitoring?  
**Descriptive**|  Give a detailed account of a phenomenon in context| How is a hospital's new triage system used on night shifts?  
**Explanatory**|  Explain how and why an outcome occurred| Why did the merger of two regional banks fail to deliver its savings?  
**Intrinsic**|  The case itself is of interest| How did one city achieve zero homelessness?  
**Instrumental**|  The case illuminates a wider issue| What does one firm's four-day week reveal about productivity measurement?  
**Multiple / comparative**|  Compare several cases to find patterns| How do three universities implement the same AI policy differently?  
  
### Write the case study chapter from your sources

ThesisAI drafts complete academic documents with methodology, findings and discussion, and checks every citation against the paper it came from.

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## Selecting the Case

The case must be chosen for a reason that supports the claim you want to make. "My employer agreed" is how you gained access, not why the case is informative.

  * **Typical case:** representative of many others, so findings are likely to apply more widely.
  * **Extreme or unusual case:** shows a phenomenon in its clearest form.
  * **Critical case:** if a theory fails here, where conditions are most favourable, it will fail elsewhere.
  * **Deviant case:** an exception to an established pattern, useful for refining theory.
  * **Revelatory case:** a situation previously inaccessible to researchers.

## Bounding the Case

State what is inside the case and what is context, in time, place and scope. "The digital transformation of Company X" is unbounded. "The rollout of a new CRM system in Company X's sales department between January and December 2025" is a case. Drift beyond the boundary is the most common reason case studies grow unmanageable.

A case study generalises to theory, not to a population. Say so explicitly, and say which theory, and the weakest-sounding objection to your design disappears. Analytic, not statistical, generalisation

## Data Sources

Triangulation across sources is what gives a case study its strength. Aim for at least three of the following:

  * **Interviews** with people in different roles.
  * **Documents:** reports, minutes, emails, policies, strategy papers.
  * **Archival records:** performance data, budgets, service records.
  * **Direct observation** of meetings, work or events.
  * **Surveys** of a wider group within the case.
  * **Physical artefacts** such as products, tools or software.

Our guide to [data collection methods](https://www.thesisai.io/hu/blog/data-collection-methods/) covers each in detail.

## Analysing Case Study Data

  1. **Build a case database.** Keep all notes, transcripts and documents organised and dated, so a reader could trace any claim to its evidence.
  2. **Code the data.** [Thematic analysis](https://www.thesisai.io/hu/blog/how-to-do-a-thematic-analysis/) is the usual starting point for qualitative material.
  3. **Match patterns.** Compare what you found with what your theory predicted.
  4. **Build an explanation.** For explanatory cases, assemble a causal story and test it against rival explanations.
  5. **Construct a timeline** where sequence matters.
  6. **Compare across cases** in multiple-case designs: analyse each case on its own first, then look for patterns across them.

## Structure of the Write-up

  1. Introduction and problem
  2. Literature review and theoretical lens
  3. Methodology: why a case study, case selection, boundary, sources, analysis, ethics
  4. Case description: the context a reader needs, kept short
  5. Findings, organised by theme or research question, not by source
  6. Discussion against the theory
  7. Conclusion, with the limits on generalisation stated

## FAQs About Case Study Research

### Is a case study qualitative or quantitative?

Usually qualitative, but it can use quantitative data or both. The design is defined by depth and context, not by the kind of data. See [qualitative vs quantitative research](https://www.thesisai.io/hu/blog/qualitative-vs-quantitative-research/).

### How many cases do I need?

One is enough if it is well chosen and justified. Multiple-case designs typically use two to four cases in a thesis. More than that and depth suffers.

### Can you generalise from a case study?

Not statistically, to a population. You can generalise analytically, to a theory, and you can describe the conditions under which your findings are likely to hold elsewhere.

### Do I need to anonymise the organisation?

Usually yes, unless the organisation has agreed in writing to be named. Even then, protect individual participants. Our post on [ethical considerations in research](https://www.thesisai.io/hu/blog/ethical-considerations-in-research/) covers this.

Pick a case for what it can teach you, draw a firm boundary around it, collect evidence from several sources and analyse it against a theory. That combination is what turns a case description into a case study an examiner will credit.

§ End · November 14, 2026 

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#case-study #qualitative #research-design

J

Jonas Berger _· M. Sc._

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