Twitter is Not a Case Study

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photo credit: David Jacobs

Twitter is a social platform and tool, not a solution for a brand’s struggling customer service model. It’s an entity, not the entirety. Call center volume, awareness studies, impressions, communication strategy and much more also  play  into that model. It’s a strategy component (and very important) that enhances the traditional way a brand can communicate with customers and effectively get the message out.

So why all the case studies on the wonders of Twitter? ‘Here’s how such and such brand used Twitter’ does not go as much in-depth as it should. Many position it as the one hit wonder of the customer service model. Guess what? Even crap products need multiple components for customer service relations.

We all know we need to use additional platforms to communicate and engage. It’s a no brainer. Can it be a part of the case study? Absolutely. Do we need to back it up with research and strategic components (with qualitative and quantitative goals – how/if they were achieved, etc.?) You bet.

Here’s what you need to show:

1.) Measurable objectives with 2-4 strategy points behind it

No plan is executable if you don’t have benchmarks to monitor it. Every approach needs a process, and you also need to be able to re-evaluate if it isn’t been met or it doesn’t work. Create objectives that have proof points behind it, backed up by research. If a person can’t prove why it’s viable, you’ll never have buy-in and the project fails before it starts.

2.) How you planned to measure

Are you using a social media monitoring tool? Do you have a statistical approach to measuring percentage growth, percentage to goal and hard/soft metrics? Those are all questions that need to be asked and addressed. If you don’t understand basic statistics? Start learning now – or refresh.

3.) The creative process (including consumer immersion and brainstorming techniques)

Try new things. Ever heard of bodystorming? (hat tip to Len Kendall for that gem) Detail out how the process occurred – big picture to nitty gritty details/strategy – and how the team came to that conclusion. Was it an integrated approach? What specific steps did advertising handle, what did PR handle, and what was a team approach? Another part of this component is consumer immersion and how the target demographic will react to the approach.

4.) Execution process

Great. You made a plan, with strategy, measurable objectives and goals. Now what? Is it practical? How did the consumer react? How was it received? The number 5 point will detail out how the execution process met the benchmarks you set before starting.

5.) Awareness, Volume, Impressions

Excel will probably be your best friend. Decide if you want a weekly report, bi-weekly or monthly. Decide how information will be presented, if formulas are needed and what type of information needs to be presented to C-level. The more, the better at first – you can always scale back as the brand requests. Track awareness (brand reports, focus groups, consumer polls) what type of volume is received on each platform and the quantity of impressions.

5.) Crisis Communications and Contingency

Guess what? Crisis can happen. Your great idea can be perceived poorly by the consumer, and you need to be prepared. Outline a crisis communications plan and be prepared to execute as needed. Why does it need to be in the case study? It’s a pertinent part of any brand plan.

6.) Results and Learnings

If you can’t prove that you achieved results, the case study isn’t worth anything. It could be negative or positive results, but you need to demonstrate an astute understanding of what happened and how you reached those results. What did you learn? What were the takeaways? What can be improved on next time – and what worked?

So, what would you add?

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  • jasonpkeith
    Lauren,

    While I admire you fighting for case studies that encompass all of these things, I think that the harsh reality is that you'll probably never really see one. The reason being that once a company or agency has "figured it out" and done a campaign well on Twitter (or elsewhere), they certainly don't want to expose that success to competitors. Even if it's something that very easily could be duplicated with very little effort and resources, management would always pull back rather than be 100% transparent. The pros don't outweigh the cons, at least not usually.

    Sure you can share details about what you're doing and how you're doing it, but you'll never "give the keys to the car" so to speak. I think that sometimes we would all be better off and it would actually foster MORE great ideas, but I can't see that changing. No matter what the purpose of the case study, it seems obvious that there will always be something important left out for competitive or proprietary reasons.

    Sad, but true. Nice post.
  • laurenfernandez
    A bit whimsical, possibly. But I still think you can share just enough (selective transparency) and then you have solid evidence that the idea was yours before another business.

    Internal case studies v. external is always an interesting topic - but I think most need to realize that a sales person can give it to a potential candidate, and they can turn around and hand it to the competition. Does it happen? Probably not that often, but it could.

    I don't think you should be 100 percent transparent when it comes to external case studies. It's not smart business practice. However, you can give enough information without giving away trade secrets.
  • Danny Prager
    Great post Lauren. Posting discounts on Twitter, and then writing about the results, may technically be a referred to a "case study", but instead is more of a press release. A valuable case study, in my eyes at least, offers an in depth look at an entire marketing process, from start to finish.

    Unfortunately, most companies, agencies, and the like view case studies as sales pitches and press releases more than actual objective studies of their internal processes.

    While I can't blame them, part of me wonders if honest case studies that both highlight successes and failures might do more for business than "we made x company x number of dollars on Twitter, see how we did it".

    What do you think?
  • laurenfernandez
    Thanks, D.

    Honestly? I think those that view case studies as sales pitches are incorrect. Yes, you can use case studies to drive sales leads - and you should. But the crafting and presenting of information shouldn't be focused on that. The information will sell itself - the sale will happen with how the salesperson actually presents it.

    Unfortunately, many keep case studies internal as to not leak secrets and approaches. However, you can use selective transparency to showcase instead of the opposite.
  • kmskala
    Agree with all points, Lauren. We've voiced are frustration with using Twitter as a stand-alone, so we're on the same page here. One thing I have been thinking about lately though, is how will case studies evolve with the likes of Best Buy & Dell? As more brands figure out how to use Twitter as a seperate sales channel, we'll be forced to modify our traditional case study template.

    While social is simply one part of an overall goal, do we separate it a bit to show it's value and worth? Again, agree and I would assume BBY & Dell would go in depth and show how social platforms increased sales, etc. But yes, Twitter by itself, not a case study.
  • laurenfernandez
    The case study template should always be ready to evolve and incorporate new channels, no? I think as approaches vary, it should always be unique to the actual case. Sure, the general components can be the same, but you have to have a solid vision and understanding of how to present.
  • Jackie Adkins
    Some very good points, Lauren. One thing I may add, and I'm not quite sure if it fits in one of these categories or what the new category would be, is how you plan on integrating it with existing processes and ensuring that people who aren't directly involved in the execution are still kept in the loop.

    For example, say you create a sales lead in some social media channel. What process do you have in place to transfer them to someone on your sales team or someone who may be better able to help them than you. For some organizations, whoever is on the SM front lines may be the person to do this, but for many, you need to have processes set in place to deal with these different situations most efficiently and effectively.

    I'm thinking this may fit under the execution area of what you've laid out here?
  • laurenfernandez
    What I've always said: just because you aren't executing doesn't mean you aren't at the strategy table when it comes to SM. Too many components are needed for the building process and behind the scenes area.

    I wonder if a strategy section more in depth is needed.
  • Sacre Bleu Wine
    Spot on and insightful.

  • laurenfernandez
    Thanks! :D
  • Scott Hale
    Solid post, Lauren. More and more, I'm seeing lists of case studies with a company name and the word "Twitter" next to it. That's it? Your case study is that you had a Twitter account? Last I checked, case studies had strategic plans, goals, analytics, results, etc.

    After writing a few case studies, I've realized that a case study isn't an afterthought. How many plans actually stay together all the way through the implementation period? That process needs to be documented to help people and prove your own worth. Hopefully you are documenting strategy through results in all of your work, but a case study can't exist without a complete view of the process.

    Having Twitter might have been viewed as a success for awhile, but that time has passed. Same goes for Facebook. I need to know what happened and how it got that way.
  • laurenfernandez
    I wonder if it gives it more automatic clout if it has case study attached to it - is it a buzz word that marketers just throw around? It shouldn't be. Case studies are pages and pages long, and take awhile to craft. If you give any type of in depth analysis, you know what kind of time goes into it.

    Youre right, many plans change course. We should focus on why it did.

    It was easier to just focus on platform success when no one was questioning it. Now C-level and Pr/mktg types are - so its time to step up.
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