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Case Study: Morningstar's Central Technology team saves 1,972 work days a year with Asana

Morningstar Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
Morningstar
Industry
Financial Services
Challenge
Manual, reactive processes at scale
Headline result
1,972 work days saved per year

Key results

1,972 days
Work days saved per year
Central Technology team
$758,600
Estimated annual cost savings
Central Technology team
14,976 hours
Saved annually
Research content pipeline
$600,000
Estimated annual savings
Research team AI pipeline

The challenge

Morningstar, with 11,000+ employees across 29 countries, ran reactive and manual roadmapping and research workflows. Coordinating research content and technology requests across cross-functional teams required significant back-and-forth.

The solution

Teams standardized intake and content pipelines in Asana and added Asana AI to the research content workflow used by roughly 300 stakeholders. The Retirement team rebuilt its request review process to reduce manual coordination.

Asana helps us drive efficiencies that scale and foster the growth that's needed. We've broken down barriers for collaboration.

LK
Laura Kohl
Chief Information Officer, Morningstar

The results, in context

The Central Technology team saves an estimated 1,972 work days annually — about $758,600 in cost savings. The Research team's AI-powered content pipeline saves roughly 14,976 hours a year, an estimated $600,000, and the Retirement team eliminated two weeks from request review timelines.

Products used

Asana Asana AIAsana Forms