20 Questions for Every Case Study Interview

1. Please generally describe your role at the company. How long have you been there? Where were you before?
2. In general, what does the company make or do? What is its mission?
3. Can you provide as many standard sizing metrics as possible, such as annual revenue, number of employees, number of customers or locations, etc?
4. Other than obvious goals, such as revenue growth and profitability, what strategic goals does the company have?
5. What particular challenges does the company face?
6. Did the strategic goals or challenges play a role in why you selected the ________ solution?
7. Why did you select the solution?
8. Did you compare it to the competition? If so, which competitors? Why did you select ________?
9. How much time was required to handle this function before choosing _____________?
10. Aside from the time required, were there particular deficiencies as a result of the previous system that led you to look for a new solution?
11. Do you have any hard figures to illustrate benefits the ________system has provided (man-hours saved, other cost savings, summaries/analyses that weren’t available before, etc.)?
12. Do you have any anecdotal feedback, such as comments from employees, customers, partners or your own particular views?
13. Are there other modules or components within the existing package that have not been implemented yet?  If so, do you plan to implement them at a later date?  And what benefit do you expect to derive from their implementation?
14. Do you have plans for expanding or adding to the system?  If so, what issues will you be addressing through the expansion?
15. Did implementation go as planned? What did you think of the professional services team or account management team at _______________?
16. How did staff members handle/react to the new system?  Was it easy for them to get up and running?
17. Are you using __________to integrate with any other applications?  If so, how smoothly has that integration occurred?  Has it produced the desired results?
18. Have you realized any unexpected benefits from using ________?
19. Other than issues you have already addressed, can you describe any specific business advantage(s) the ____________system has made possible?
20. Is there anything else that we did not include in this questionnaire that you would like to add?