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 JP Morgan Uses COIN AI to Automate Contract Analysis and Revolutionize Legal Document Processing
Legal
How a Global Software Development Project Used an AI-Powered Chatbot to Enhance Communication and Delivery
Technology & SaaS
How Bloomreach Streamlined Content Creation and Improved Campaign Performance with AI
Professional Services & Consulting
How Snowdrop Uses Google Cloud AI and Geospatial Data to Improve Financial Transaction Data Accuracy and Matching
Finance & Banking
How E-Commerce Retailers Use AI to Increase Average Order Value and Conversion Rates with Personalized Recommendations
Retail & E-commerce
How Zillow Uses AI and Machine Learning to Deliver Highly Accurate Real-Time Home Valuations
Real Estate

🤖 Chat with AI

Type...