Case Study: Morningstar achieves $600,000 in annual savings with Asana AI Studio

Morningstar saves an estimated $758,600 annually with Asana

Morningstar, a global investment research and financial services firm, needed a better way to manage rapid growth, scattered tools, and unclear visibility across teams. Using Asana and Asana AI Studio, the company set out to standardize work intake, resource planning, research content management, and project tracking while reducing manual effort and overcommitted teams.

Asana implemented centralized, AI-powered workflows to automate request intake, triage, routing, and content production across Morningstar’s core functions. The results included about 14,976 hours saved annually and roughly $600,000 in savings for the Research team, a two-week reduction in Retirement request review timelines, and 1,972 work days saved annually for the Central Technology team, equal to an estimated $758,600 in cost savings.

Morningstar

Laura Kohl

Chief Information Officer