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 Docugami Automates Insurance Certificates of Insurance (COIs) and Loss Run Data Extraction for a Top-20 Insurance Company
Finance & Banking
How Zapier Boosted Remote Team Collaboration with AI-Driven Internal Chat System
Technology & SaaS
How Synthesia Studio Enables Rapid AI Video Creation with Avatars and Voices for Global Enterprises
Technology & SaaS
How Uber Uses Advanced Data Visualization to Clarify Pricing and Support Decision-Making
Technology & SaaS
How Docugami’s AI Document Engineering Accelerates Data Extraction Across Multiple Industries
Real Estate
How Mindstrong Health Uses AI Behavioral Analytics for Early Detection and Intervention in Mental Health
Mental Health

🤖 Chat with AI

Type...