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 Tettra’s AI Knowledge Base Enables Instant Answers and Efficient Knowledge Management
Technology & SaaS
How Adobe Marketo Engage Automates Lead Nurturing and Personalizes Marketing with AI
Technology & SaaS
How SciPlay Optimized Retargeting Campaigns Using Pecan’s AI-Powered Predictive Analytics
Media & Entertainment
How Abra Improved Customer Experience and Support Efficiency with Forethought AI Chat Widget
Finance & Banking
How Achievers Achieved 93% First Contact Resolution and 44% Deflection Rate with Forethought AI
Recruitment
How Unilever Uses AI-Powered Video Interview Platform to Streamline Recruitment and Increase Diversity
Manufacturing

🤖 Chat with AI

Type...