How Asana (Morningstar) Reduced Workflow Timelines by 2 Weeks and Improved Staff Efficiency by 95%

By: GoBeyond Team
July 27, 2025
3 min read
AI case study for Asana – 2-week faster workflows and 95% efficiency

Quick Overview

Asana built AI Studio workflows to automate work intake processes for financial reporting, reducing manual handoffs and improving cross-team visibility and collaboration.

Asana (Morningstar)
Asana (Morningstar)
Company Size
~1,000 employees (estimated)
Revenue Range
$200M+ annual revenue (estimated)
Primary Challenge
Inefficient manual workflows causing delays and poor visibility
Key Metrics

- 2-week reduction per workflow timeline
- 95% staff efficiency improvement

The Problem

Manual handoffs and fragmented processes slowed financial reporting and increased errors.

The Solution

Developed AI Studio workflows to automate intake, routing, and tracking of work requests, improving transparency and collaboration.

Results

- Shortened workflow timelines by 2 weeks
- Increased staff efficiency by 95%
- Improved cross-team communication and reporting accuracy

“AI Studio workflows have transformed how we manage financial reporting processes.”

Details

Industry
Finance & Banking
Departments
Project & Task Management
Use Cases
Workflow Automation
Resource Allocation
Tags
Predictive Modeling
AI Tools Used
Asana Intelligence
Sources
https://asana.com/case-study/morningstar

More Case Studies

See All
How CME Group Boosted Developer Productivity Using Gemini Code Assist
Finance & Banking
How ZBrain AI Streamlines Quote Management with Automation and Predictive Analytics
Professional Services & Consulting
How a Healthcare Staffing Agency Used AI to Accelerate Placements and Improve Satisfaction
Healthcare & Medical
How Axios HQ Uses AI to Deliver Clear, Concise, and Consistent Internal Communications that Boost Employee Engagement
Healthcare & Medical
How DBS Bank Leverages AI and Cloud to Enhance Credit Risk Management, Customer Engagement, and Operational Efficiency
Finance & Banking
How Toshiba Saved 5.6 Hours Per Employee Monthly Using Microsoft 365 Copilot and Viva Insights
Technology & SaaS

🤖 Chat with AI

Type...