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monday.com@Morningstar

Morningstar Modernizes Distributed Meetings with monday.com

Morningstar, a financials organization in the United States, uses monday work management from monday.com to support hybrid collaboration for employees and partners.

monday work management became the place Morningstar uses to run reliable video and chat for people who are rarely in the same room.

“From the United States, financials teams still had to serve customers and internal partners who expected a straight answer.”
“com is a Work OS used to build workflows for projects, CRM, development, and service on a visual board model.”
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Independent write-up. Figures come from public sources or are illustrative.

Value results

CategoryValue result
ProductivityFewer stalled items because distributed meetings has a clear owner
ProductivityHandoffs in hybrid collaboration sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how hybrid collaboration actually runs

Story

Morningstar grew distributed meetings faster than the local tools around it. From the United States, financials teams still had to serve customers and internal partners who expected a straight answer. Employees and partners were the ones stitching the picture together by hand.

Rolling out monday work management put hybrid collaboration on monday.com. monday.com is a Work OS used to build workflows for projects, CRM, development, and service on a visual board model. Morningstar keeps the product in the path where work already happens, so employees and partners do not context-switch into a graveyard system used only for audits.

The visible result is steadier hybrid collaboration. Distributed meetings is easier to inspect, and adjacent groups can join employees and partners without a guided tour of someone's desktop.

Value Graph

Morningstar uses monday.com, Fiserv, Datadog, Oracle, GitLab, HashiCorp, Microsoft Azure, Anaplan, Qualtrics, Guidewire, SS&C, New Relic. Shared with Airbus, Amgen, Anthropic, AtkinsRealis, Blue Cord. Industry: Financials. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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