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 Cosabella Boosted Email Revenue by 60% Using Emarsys AI-Powered Marketing Automation
Retail & E-commerce
How Warner Bros. Uses Cinelytic AI to Forecast Movie Success and Optimize Greenlighting
Media & Entertainment
How iZotope RX Uses AI for Professional Audio Repair and Enhancement
Media & Entertainment
How DLA Piper Uses Lex Machina AI for Predictive Litigation Analytics and Client Advisory
Legal
How SERVPRO of Medford Halved Response Times with ZyraTalk’s AI Live Chat
Professional Services & Consulting
How Walmart Uses Predictive Analytics to Optimize Inventory, Reduce Waste, and Improve Customer Satisfaction
Retail & E-commerce

🤖 Chat with AI

Type...