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)
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 International Rescue Committee Implements AI Chatbot to Streamline Refugee Claim Processing
Nonprofit & NGO
How American Eagle Reduced Live Chat Volume by 20% and Improved Customer Satisfaction with AI Chatbot
Retail & E-commerce
How Salesloft Uses AI for Deal Risk Analysis and Forecasting to Improve Close Rates
Professional Services & Consulting
How SciPlay Optimized Retargeting Campaigns Using Pecan’s AI-Powered Predictive Analytics
Media & Entertainment
How Skanska’s Project HALO Uses AI-Powered Robotics to Automate Labor-Intensive Construction Tasks
Construction
How Infosys Implemented an IAM Solution to Improve Governance, Compliance, and Business Agility for a Multinational Consumer Goods Company
Retail & E-commerce