Make readers want to keep reading to find out how you got to that point. Practically speaking, a full-width banner image with bold colors and appropriate branding, as well as a mockup or two (mirroring your homepage thumbnail) is the most effective. Follow this with a short paragraph of what the project is about and its background. You should also include a list of details such as the project duration, how big the team was, tools used, and most importantly, what your specific role in the project was.

Following this, make your problem statement bold and clear. It doesn’t have to be too formal. Juxtapose this with your solution. This could be a parallel statement, or a combination of words and graphics once again showing your final product, but more specifically highlighting sections or screens that demonstrate how it solves the problem you just stated.

Everything you’ve written up to this point should be enough to give the casual reader a good idea of the project background and what the final product looks like. They’d probably be fine moving on to another page on your portfolio. But for people who want to read more on this case study, make sure to clearly but concisely tell everything that relates to the work that you did. Structure the rest of your case study after the introduction like this: Research — E.g. competitive analysis, interview and survey results, and personas (if any). User flow(s) — Important to give an idea of how the app is meant to be used. Ideation — E.g. information architecture/site map, sketches, low-progressing-to-high fidelity wireframes, usability testing feedback, annotated iterations, and before/after examples. Final design — Complete prototype containing your highest fidelity wireframes. You could walk through a specific user flow, or just showcase different screens. Here is where gifs, an embedded prototype (more on this later), and demonstration videos should be placed. Conclusion — All good pieces of writing need a conclusion to stick the landing. Talk about next steps first, because readers’ minds are still on the prototype. Then, if applicable, mention direct impacts of the work you did, such as specific growth or revenue metrics. Then, give it a personal touch by talking about what you thought of the project, and the lessons learned.

we introduced something new—a concept no one had tried before: We abandoned volume-based pricing, offering unlimited forms and responses for free We created a modern form-building experience—no drag-and-drop, just a beautifully simple interface that works like a text document

people mix up two very different types of pivots and that it’s important to differentiate which path you’re on: Ideation pivots: This is when an early-stage startup changes its idea before having a fully formed product or meaningful traction. These pivots are easy to make, normally happen quickly after launch, and the new idea is often completely unrelated to the previous one. For example, Brex went from VR headsets to business banking, Retool went from Venmo for the U.K. to a no-code internal tools app, and Okta went from reliability monitoring to identity management all in under three months. YouTube changed direction from a dating site to a video streaming platform in less than a week. Hard pivots: This is when a company with a live product and real users/customers changes direction. In these cases, you are truly “pivoting”—keeping one element of the previous idea and doubling down on it. For example, Instagram stripped down its check-in app and went all in on its photo-sharing feature, Slack on its internal chat tool, and Loom on its screen recording feature. Occasionally a pivot is a mix of the two (i.e. you’re pivoting multiple times over 1+ years), but generally, when you’re following the advice below, make sure you’re clear on which category you’re in.

When looking at the data, a few interesting trends emerged: Ideation pivots generally happen within three months of launching your original idea. Note, a launch at this stage is typically just telling a bunch of your friends and colleagues about it. Hard pivots generally happen within two years after launch, and most around the one-year mark. I suspect the small number of companies that took longer regret not changing course earlier.

ou should have a hard conversation with your co-founder around the three-month mark, and depending on how it’s going (see below), either re-commit or change the idea. Then schedule a yearly check-in. If things are clicking, full speed ahead. If things feel meh, at least spend a few days talking about other potential directions.

Brex: “We applied to YC with this VR idea, which, looking back, it was pretty bad, but at the time we thought it was great. And within YC, we were like, ‘Yeah, we don’t even know where to start to build this.’” —Henrique Dubugras, co-founder and CEO

Many case studies read to me like school homework: they knew what the answer and the process were “supposed to be” according to the textbook, so made up the story to fit. In reality, as you point out, it’s never smooth and linear. It’s messy and loopish. If you’re doing a good job, you rarely end up with anything remotely like you anticipated when you started out.

abandon your dogmatic and idealistic view of the design process, and keep learning about how flexible, messy, and beautiful it is.

I don’t speak about the “ideal” design process for a simple reason: it doesn’t exist. Design is never linear, and all projects are unique. The point is to show and explain your path from the kick-off to the final result in the portfolio.

If you tell a story, include the details and the things that didn’t work and how you adapted to overcome the problem, the design manager will empathise with you. For the five minutes it takes to read your case study, they’ll be in your shoes. It’ll remind them of all the times when they had similar problems and it’ll make them appreciate you and your struggles as a designer.