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Cases Collection

The Cases collection powers your /cases portfolio page and case study detail pages.

Fields

Basic Information

FieldTypeNotes
Featured CaseBooleanMark to display in the featured section on the Cases page
Company LogoImageLogo used in cards and case headers
Case TitleStringMain headline displayed on the case page and case card
Short DescriptionStringShort summary shown on the case card below the title

Visual Content

FieldTypeNotes
Terminal SnapshotRich TextTerminal component preview with company info (see setup below)

Metrics Section (KPIs)

FieldTypeNotes
KPI 1 LabelStringDescription of first metric (e.g., "Hours reclaimed/week")
KPI 1 ValueStringNumeric value (e.g., "26")
KPI 2 LabelStringDescription of second metric (e.g., "Automations live")
KPI 2 ValueStringNumeric value (e.g., "9")
KPI 3 LabelStringDescription of third metric (e.g., "Cost saved/year")
KPI 3 ValueStringNumeric value with optional currency (e.g., "$31.5K")
KPI 4 LabelStringDescription of fourth metric (e.g., "Success rate")
KPI 4 ValueStringNumeric value with optional percentage (e.g., "99.5 %")

Testimonial Section

FieldTypeNotes
Testimonial PhotoImagePortrait photo of the client representative
Testimonial HeadlineStringShort quote headline shown above testimonial text
Testimonial MessageRich TextFull testimonial quote from the client
Person NameStringName of the testimonial author
Person RoleStringJob title of the testimonial author

Case Content

FieldTypeNotes
ChallengeRich TextDescribe the business problem before automation
SolutionRich TextExplain how the company solved the problem
Case StoryRich TextFull editorial case narrative with structured headings

Metadata

FieldTypeNotes
SlugStringURL path — auto-generated from case title

Terminal Snapshot Setup

The Terminal Snapshot field displays a branded terminal component showing company info.

To add a terminal snapshot:

  1. Click the +Insert button in the Terminal Snapshot rich text field

Add TerminalCase

  1. In the popup window, navigate to Terminal > TerminalCases and select the component

Add TerminalCase

  1. Once added to the editor, click on the terminal component
  2. In the popup menu, select the company variant (e.g., "AcmeCorpCase", "LuckycharmCase")

Add TerminalCase

  1. The variant displays with pre-configured company info, metrics, and branding

TIP

Before adding a terminal snapshot: Make sure you've created a company variant in the TerminalCases component. See TerminalCases Component for detailed setup instructions.

Example Case Study

Featured Case: Yes

Company Logo: [ACME Corp logo image]

Case Title: "How reporting automation cut manual work by 78%"

Short Description: "Unified disconnected reporting systems into one automated workflow across 4 teams."

Terminal Snapshot: [Select ACME Corp variant]

KPI 1 Label: "Hours reclaimed/week" | Value: "26"

KPI 2 Label: "Automations live" | Value: "9"

KPI 3 Label: "Cost saved/year" | Value: "$31.5K"

KPI 4 Label: "Success rate" | Value: "99.5 %"

Challenge: "Before automation, Acme's reporting depended on manual exports from CRM, billing, finance, and internal dashboards. Teams spent hours every week consolidating spreadsheets, reconciling mismatched figures, and validating reports before they could be shared with leadership..."

Solution: "Synthexa connected every reporting source into a centralized automation flow that runs continuously in the background. Data is now synced automatically, validation checks happen in real time, and exceptions are flagged before they reach final reports..."

Case Overview: "Acme Corp replaced fragmented manual reporting with one automated workflow, turning a slow weekly process into a reliable real-time system used across four departments. As Acme expanded across multiple departments, reporting complexity increased faster than internal processes could handle..."

Testimonial Photo: [Jennifer Wu portrait]

Testimonial Headline: "Synthexa turned reporting from a weekly bottleneck into a fully automated workflow"

Testimonial Message: "Before Synthexa, our finance and operations teams were spending hours every week manually collecting data from disconnected systems. Reporting cycles were slow, fragmented, and prone to costly errors. As our company scaled, these inefficiencies became impossible to ignore. With Synthexa, reporting now runs automatically in the background across all departments. What used to require multiple people and manual validation now happens reliably without intervention. Our team can finally focus on decisions instead of spreadsheet maintenance."

Person Name: "Jennifer Wu"

Person Role: "VP Sales Operations"

Slug: how-reporting-automation-cut-manual-work-by-78 (auto-generated)

Auto-Generated Pages

Once saved, a new case study page is created at /cases/:slug with:

  • Full case story and metrics
  • Company logo and testimonial
  • KPI dashboard
  • Terminal snapshot preview

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