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Case study template

A fill-in template for an Exponential case study, with guidance for each section, a fact sheet, an approval record and examples of good and weak sentences.

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Case study template

This page is for whoever writes the case study. Copy the template, fill it in, then follow Writing a case study for consent, checking and approval.

The template

Title: <Customer> <does what> with Exponential
(e.g. "<Customer> publishes in four languages from one Exponential installation")

Summary (2–3 sentences)
<Who the customer is, what they needed, what changed.>

The customer
<Sector, size in the customer's own words, audience. Only what they approved.>

The challenge
<The problem before the project, in the customer's words. Constraints: budget, time, legacy system, languages,
accessibility, hosting.>

Why Exponential
<The reasons that decided it, each linked to a fact: open license, content model, multilingual, multisite,
databases, self-hosting ...>

The solution
<What was built: content model, designs, layouts, extensions, integrations, hosting, engine.
Exponential version: 6.0.x. Database: ... Engine: ...>

The result
<Measurable where the customer confirms the numbers. Otherwise qualitative, quoted.>

In their words
"<Quote>" — <name and role, as approved>

The partner
<Your company, profile and level, link.>

Approved by <customer role> on <date>.  License: <e.g. CC BY-SA 4.0 or GFDL 1.3>

Fact sheet (keep with the draft)

FactValueSource / confirmed by
Exponential version
Go-live date
Languages
Sites / siteaccesses
Database and engine
Extensions used
Each number in the text

Good and weak sentences

WeakGood
"The site is now much faster.""Median page time fell from [x] s to [y] s in the customer's own monitoring (confirmed by the customer, [month year])."
"Exponential is the best CMS.""The customer chose Exponential because it could self-host on PostgreSQL and publish in four languages."
"Thousands of users love it.""[n] editors in [n] countries publish daily." (with the customer's confirmation)

Approval record

Case study: <title>
Draft sent: <date>   Approved by: <role> <date>   Channel: <e-mail/letter>
Permission to: name customer yes/no · use logo yes/no · quote yes/no · reuse by 7x/Foundation yes/no
Withdrawal contact: <role e-mail>

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Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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