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 a Multinational E-commerce Platform Doubled Developer Productivity with GitHub Copilot
Retail & E-commerce
How Buzz Radar Built a Cognitive Command Center Using IBM Watson for Real-Time Marketing Insights
Technology & SaaS
How Compass Integrates AI to Streamline Real Estate Transactions and Improve Client Experience
Real Estate
How FinSecure Bank Reduced Fraudulent Activities by 60% with AI-Driven Fraud Detection
Finance & Banking
How Etsy Uses AI Chatbots to Streamline Customer Service and Support Its Seller Community
Retail & E-commerce
How MSCI Uses Machine Learning and Google Cloud AI to Enrich Asset Data and Manage Climate Risks
Finance & Banking