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Can We Write A Case Study When Our Customer Has an NDA?

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A B2B industrial business owner signs an NDA, making it tricky to make a case st

Can We Write A Case Study When Our Customer Has an NDA?

Your customer's NDA means you need to be discreet, not silent. "How can this company solve my problem? How has this company served my industry? What innovations does this company have to offer?" These are questions that a potential customer might have when he or she lands on your site.

Effective Case Studies Demonstrate Your Work

You can answer all of these questions in vivid detail by writing case studies. A case study, for those who don't know, is an article that focuses on the work you did for one of your customers. For example, if you came up with a great innovation for a customer in the medical device industry, you could write a case study about it. The great thing about case studies is that they give you an opportunity to show rather than tell. Showing is far more effective than telling.

Here's an example:
  • Telling: "We have made great innovations on behalf of the medical device industry."
  • Showing: "Using highly traceable materials from a world-class source, we developed biomedical textiles that are ideal for use with medical devices because they protect soft tissues." 
With a case study, you can not only show what you've done for your customers, you can go in depth and give potential customers a glimpse into your problem-solving process.

Can I Write a Case Study if I Signed an NDA?

But if your customer asked you to sign a non-disclosure agreement, you can't publish their name on your website. Does that mean you can't use them as an example in your case studies? Technically, yes. But there's a way around it.

If your customer is Company X and you signed an NDA, you cannot write a case study entitled "Case Study: Company X." However, you can write something like: "Case Study: Leading Biomedical Manufacturer." You can write about what you did for the company so long as you don't mention the company by name.

Additionally, you need to avoid mentioning anything that might give the company's identity away, such as any brand names they use for their products. Stick to more generic terms, such as "top-of-the-line medical devices" or "innovative textiles."

Another option is to focus your case study on an industry or industry segment you have served. By using a broader lens, you can show off your innovations without naming any one customer in particular.

Qualified Copywriters Can Help Craft Case Studies

Still need help? Give us a call. Our digital marketing experts and team of in-house copywriters are ready to help create a case study that doesn't put you in conflict with your customer's NDA.