Case Study Template (Buyer-Grade)
Use this template to build credible outcome proof without inflated claims. Designed to match how procurement and auditors evaluate impact.
1) Snapshot
- Industry: (NDIS / aged care / healthcare / other)
- Size: (sites, staff, clients/participants)
- Frameworks/regulators: (NDIS, ISO, SOC 2, internal)
- Time to first proof: (buyer-validated range based on scope)
2) Before
- Audit prep was manual: evidence spread across folders/spreadsheets
- Control ownership unclear, tasks duplicated, due dates missed
- Incidents and training registers were hard to evidence consistently
3) After
- Evidence mapped to controls with approvals and timestamps
- Governance cadence: monthly pack + audit-ready bundle on demand
- Reduced expired credentials and faster incident closure cycles
4) Mechanism (What Changed Operationally)
- Operational workflows captured and tied to compliance controls
- Evidence captured as a byproduct of work and verified
- Audit trail + exports used as procurement and auditor proof
5) Metrics (Measured, Not Marketed)
- Audit prep hours saved per month: (___ hours)
- Evidence retrieval time reduction: (___% / ___ hours)
- Expired credential rate reduction: (___% / ___ fewer expiries)
- Incident time-to-close improvement: (___ days)
6) ROI Model Inputs (Optional)
- Fully loaded hourly wage assumptions (low/median/high)
- Audit cycle frequency (quarterly / annual)
- Staff count involved in evidence collection and reviews
Tip: Keep a single spreadsheet of raw inputs (hours, wages, audit cycle frequency) and reuse it across case studies to keep ROI claims consistent and defensible.