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 Ubisoft Uses AI for Game Character Behavior and Procedural Content Generation
Media & Entertainment
How Affectiva Uses AI-Driven Emotion Recognition to Enhance Mental Health Diagnostics and Therapy Personalization
Mental Health
How Warner Bros. Uses Cinelytic AI to Forecast Movie Success and Optimize Greenlighting
Media & Entertainment
How Smartling Scaled Personalized Email Outreach 10× Using Apollo’s AI Power-Ups
Technology & SaaS
How Otto Achieved 90% Accuracy in Predicting Consumer Purchases with AI
Retail & E-commerce
How IndiGo Improved Customer Satisfaction to 87% with Yellow.AI Chatbots Handling 42M Messages Quarterly
Hospitality & Tourism

🤖 Chat with AI

Type...