Client Case Study/Citations Template
1
Privileged and Confidential Information <<Client Name or Alias>> - Project How we solved it • Explain how we solved the problem in 50 words or less. Be specific about types of activities, technologies or techniques – Ex: LERNER brought a multi-discipline team skilled in Agile and Microsoft product development – Ex: We conducted facilitated workshops and lead the client’s IT executives/team leaders through a structured methodology. This methodology allowed our client to learn from our practices across other companies and internally developed processes – Ex: LERNER used our frameworks to prioritize feature rollout 1 Problem Statement • State who the client is, industry/domain/major sub-division – Ex: Client is a premier manufacturer of personal healthcare products • Specific but high-level need/issue/challenge • Ex: Client had begun a complete re- structuring of their IT division after outsourcing key services • Describe the needs after we understood or defined the problem statement – Ex: A complete process re-engineering effort of all internal processes was required – Ex: Redefinition of IT organizational structures, roles and responsibilities What the client achieved • This must be written from the client’s point-of-view not ours. The prose should read (figuratively not literally) “I am glad we hired LERNER because we achieved…” • Be specific and statistical (when possible) about successes/improvements/changes/savings/value additions. Attempt to quantify everything. Don’t exaggerate the success – Ex: Saved 20% year-on-year in software development costs – Ex: Re-factored our existing ERP system to interface with new claims system acquired as part of a merger – Ex: Enabled the new IT to operate at 8% lower costs with improved time to deliver projects
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Standardized template for creating a description of the work a consultancy has done for client work. Often consultants write the case study from their perspective ("Here's what I achieved"). This is meant to address what the client achieved through this effort.
Transcript of Client Case Study/Citations Template
Privileged and Confidential Information 1
<<Client Name or Alias>> - ProjectHow we solved it
• Explain how we solved the problem in 50 words or less. Be specific about types of activities, technologies or techniques– Ex: LERNER brought a multi-discipline team
skilled in Agile and Microsoft product development
– Ex: We conducted facilitated workshops and lead the client’s IT executives/team leaders through a structured methodology. This methodology allowed our client to learn from our practices across other companies and internally developed processes
– Ex: LERNER used our frameworks to prioritize feature rollout
Problem Statement
• State who the client is, industry/domain/major sub-division– Ex: Client is a premier manufacturer of personal
healthcare products
• Specific but high-level need/issue/challenge
• Ex: Client had begun a complete re-structuring of their IT division after outsourcing key services
• Describe the needs after we understood or defined the problem statement– Ex: A complete process re-engineering effort of
all internal processes was required
– Ex: Redefinition of IT organizational structures, roles and responsibilities
What the client achieved
• This must be written from the client’s point-of-view not ours. The prose should read (figuratively not literally) “I am glad we hired LERNER because we achieved…”
• Be specific and statistical (when possible) about successes/improvements/changes/savings/value additions. Attempt to quantify everything. Don’t exaggerate the success – Ex: Saved 20% year-on-year in software development costs
– Ex: Re-factored our existing ERP system to interface with new claims system acquired as part of a merger
– Ex: Enabled the new IT to operate at 8% lower costs with improved time to deliver projects
