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

By: GoBeyond Team
August 10, 2026
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 H&M Uses AI Agents to Optimize Customer Engagement and Drive Sales Performance
Retail & E-commerce
How Quantzig Built an AI-Powered Decision Dashboard to Streamline Insights and Improve Executive Decision-Making for a Leading Pharma Giant
Healthcare & Medical
How BMW and Accenture Use Generative AI to Accelerate Decision-Making and Optimize Operations
Finance & Banking
How Ford Uses Machine Learning to Optimize Campaign Targeting and Double Conversions
Manufacturing
How Slaughter and May Uses Luminance AI to Accelerate Due Diligence and M&A Transactions
Legal
How Bella Santé Uses Tidio’s Lyro AI Agent to Automate Support and Boost Sales and Leads
Healthcare & Medical

🤖 Chat with AI

Type...