A case study should help a prospective client judge whether the firm has relevant experience. Explain the project context, the firm’s contracted role, the services delivered, and the constraints that shaped the work. For example, a firm might describe providing roadway drainage design under a defined contract while noting that construction was performed by others. That distinction gives a buyer useful information and avoids implying responsibility for work outside the firm’s role.
Build each statement from reliable records. Check the project agreement, approved reports, correspondence, and closeout materials for names, dates, scope, and results. Ask the project manager to identify which claims the firm can support and which details need client approval. Keep written permission for client names, quotes, photographs, and other materials, along with the source for each factual claim.
Separate the firm’s work from the roles of the owner, contractor, and other consultants. Avoid unsupported claims about savings, schedule gains, safety, or project performance. If the firm can document a result, explain the basis and any assumptions. If the outcome depended on construction decisions, client funding, permitting, or other factors outside the firm’s control, say so in clear terms.
Use client quotations accurately and obtain approval before publication. Do not turn a favorable comment into a broader performance claim. Remove confidential information and details that could create security or privacy concerns. Have a technical reviewer check the final draft for engineering accuracy, while someone familiar with the contract checks permissions and scope.
A case study is marketing content, not a promise that another project will achieve the same result. State the project conditions that matter, such as site constraints, review requirements, or the client’s defined objectives. Revisit the page if the client changes its permission or the published description no longer reflects the firm’s role.
This is general education, not legal or engineering advice; contracts, permissions, licensed PE judgment, and local codes govern.
