Reference texts are evolving into Case Studies to help you present your organisation's experience in a more structured and engaging way. Existing /projects/references links continue to work, so any bookmarks or shared links you have saved still take you to the right place.
Case Studies help you showcase completed projects by describing the customer's challenge, your solution, and the value delivered. They are designed to make it easier to present your company's experience to prospects, customers, and colleagues.
To use Case Studies, you need the Manager role.
What are Case Studies?
Case Studies let you document the outcome of a project in a structured and reusable format, primarily designed to support proposal and bid work, making it faster to find and reuse relevant references when responding to tenders or building client presentations.
Why it matters
Cinode already holds two types of valuable organisational knowledge: what your consultants have done (in CVs and profiles), and what projects your organisation has delivered. Case Studies make that second window actionable, turning existing project data into searchable, reusable references.
Each Case Study is connected to a specific project and can be managed individually. Over time, it will become more integrated with project data, making it easier to build comprehensive project presentations.
Note: This image shows a prototype. The final user interface may differ before release.
Create a Case Study
To create a new Case Study:
Go to the projects
Open the Case Studies tab.
Click + , Add Case.
Complete the following fields in the side drawer:
Find the project by search in the list.
Title – A short, descriptive title.
Language – Select the language of the content. You can create multiple versions of the same Case Study in different languages.
Description – Describe the project, including the customer's challenge, your solution, and the outcome.
Status – Set a status for the Case Study, for example to indicate whether it is a draft, ready for use, or archived.
Members – Select one or more colleagues to credit for their work on the case. Each person can be given their own title to reflect their specific role or contribution.
Reference persons and contacts – Select one or more reference persons and contacts.
Start and end date
Images – Upload images, add captions, reorder them, or delete images you no longer need. The first image becomes the cover on Case Study cards.
Save the Case Study.
To create additional Case Studies for the same project, click the + button.
View Case Studies within a project
The Case Studies tab on a project shows every Case Study created for that project in a card grid, matching the layout used on the company-wide Case Studies page described below.
Click a card to open its read-only detail view, where you can review the full Case Study content without the risk of changing it by mistake. To make changes, use the three-dot menu on the card to open the side drawer described above.
The detail view no longer shows a Status field, since it could not be edited from there. This keeps the view focused on the Case Study content itself.
View all Case Studies
You can access all Case Studies across your organisation from:
Projects → Case Studies
This view provides a central overview of every Case Study, displayed in a card grid. From here you can:
Browse all Case Studies.
Search by free text or filter by customer, project, customer tags, custom fields etc.
Open the related project.
Manage existing Case Studies.
Find projects with Case Studies
To find projects that already contain Case Studies:
Go to Projects → List.
Open the Filter panel.
Filter for projects that have Case Studies.
This makes it easy to identify projects with reusable customer references.
Looking ahead
As the feature evolves, Case Studies will become a more integrated part of project packaging. Instead of relying solely on manually written text, they will be able to incorporate project information, custom fields, and other related data to create richer, more consistent project presentations for proposals, customer meetings, and other business material.
Categorising Case Studies with custom fields will also unlock powerful filtering for proposal work. By tagging cases with project-specific attributes such as office area in square metres, industry, or region your team can quickly surface the most relevant references for each bid, improving both efficiency and win rate.