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How Morningstar uses Asana

ConfirmedVendor case study · Checked Nov 13, 2026
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The use case: how Morningstar deploys Asana

Morningstar's business functions use Asana to centralize work intake, project tracking, roadmapping and resource planning, replacing ad hoc tools and documents. Select teams use Asana AI Studio to automate request intake and triage and to run a research content production pipeline.

More reported results

Figures published in Asana’s case study. They are not independently measured by usedby.

14,976 hours

The Research team’s AI-powered content pipeline saves approximately 14,976 hours annually, translating to an additional $600,000 in savings.

two weeks

The Retirement team eliminated two weeks from request review timelines through automated intake and triage with Asana AI Studio.

1,972 work days

Morningstar’s Central Technology team saves 1,972 work days annually by streamlining workflows and scaling efficiencies with Asana—an estimated $758,600 in cost savings.

In the customer’s words

Asana helps us drive efficiencies that scale and foster the growth that’s needed. We’ve broken down barriers for collaboration across the organization.
Laura Kohl, Chief Information Officer, Morningstar — Source

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More stories

Go straight to the source

Based on Asana’s published case study. We check the public evidence; the results are reported by the vendor.

asana.com
Last checked
Nov 13, 2026
asana.comCaptured Asana case study about MorningstarOpen source capture
What the story claims, and what we checked

What we compared with the page.

  • The figure: $600,000Checked

    Printed word for word on the page, near the name of Morningstar.

  • The passage quoted aboveChecked

    Copied word for word from the page, near the name of Morningstar.

  • Morningstar uses AsanaChecked

    Confirmed line.

  • The result itselfNot checked

    We quote it; we did not measure it.

The Research team’s AI-powered content pipeline saves approximately 14,976 hours annually, translating to an additional $600,000 in savings.
From the page. asana.com