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Case StudyFinancial Services · Global Data Management60 People · 6 Weeks

Governance at scale.
Zero audit breaches.

A 60-person data management division inside a Tier 1 global bank. Governance reviews were invisible, SLA breaches were recurring, and audit readiness was a manual effort every quarter. Here is how Asana AI changed that.

Industry context: global data management teams in regulated banking operate under strict data governance frameworks (BCBS 239, GDPR, internal model risk policies). Every data asset classification, lineage change, and third-party data transfer requires a documented review process. This team had never successfully systemised that requirement.

0

Governance SLA breaches post-implementation

−89%

Intake to assignment time (3.8d to 0.4d)

87%

Team adoption rate at day 15

98%

Audit trail completeness (from 34%)

The Problem

They were running
four tracking systems.

No governance visibility

Data governance reviews were managed via Outlook email threads. No SLA, no owner field, no escalation path. Average 8 SLA breaches per quarter with no root cause analysis.

Incomplete work requests as default

51% of all data management requests were rejected on first submission due to missing classification fields. Teams submitted incomplete requests and chased answers manually.

Four parallel tracking systems

Asana existed but had less than 30% adoption. Real tracking occurred across SharePoint, Outlook, Slack, and a shared Excel workbook. No single source of truth. Audit readiness required a full manual reconstruction each quarter.

SLA compliance deteriorating

Average 3.8 days from request submission to work assignment. Governance review SLA was 10 days but routinely breached with no automated escalation or visibility.

Before — A familiar Monday morning

#creative-ops — Monday 9:04am
P
Priya (Data Ops Lead)9:04am

Does anyone know the current status on the Q3 regulatory data lineage review? Audit committee call in 30 minutes.

M
Marcus (PM)9:08am

Checking now. The tracker sheet was last updated Tuesday. I need to ping three different people to confirm where we are.

A
Anika (Governance)9:12am

The data classification task is done on our side but it is waiting on the risk team to sign off on the taxonomy changes. No visibility into their queue.

P
Priya (Data Ops Lead)9:14am

So we may be in breach of the 10-day SLA for the second quarter in a row?

M
Marcus (PM)9:15am

Likely yes. We have no way to know until I get responses. Nothing is logged centrally.

This conversation happened every week, sometimes twice. Nothing was logged and nothing was actioned until someone asked.

The Solution

The AI-governed
data governance workflow.

Every data management request now passes through an AI-governed workflow inside Asana. Classification-based routing, SLA monitoring, field locking, and audit trail generation. No exceptions. No workarounds.

1

Work request submitted

AI validates submission completeness against data governance intake checklist: data classification, regulatory scope, owner, and priority tier all required before routing

AI automated
2

Governance review triggered

Asana AI routes task to the correct review team based on data classification field. GDPR-scoped requests route to Privacy; financial data routes to Risk

AI automated
3

SLA timer initialised

AI monitors review SLA per request tier (Tier 1: 48h, Tier 2: 5 days). Auto-escalates to governance lead at 80% of SLA window with full context summary

AI automated
4

Approval fields locked

Data classification and regulatory scope fields are locked post-approval. Any edit triggers a new review task automatically. Audit trail timestamped.

Controlled
5

Downstream work unblocked

Dependent tasks (data pipeline build, reporting, publishing) are unblocked in Asana only after governance approval. No manual chasing.

AI automated
6

Audit-ready summary generated

AI drafts a governance decision summary on task completion: decision, reviewer, timestamp, and rationale. Stored in Asana for inspection.

AI automated

6-Week Timeline

What happened.
Week by week.

Week 1–2

What we found

The team was operating across 4 systems: Asana (used by 30% of the team), a shared SharePoint tracker, Outlook email threads for approvals, and Slack for status chasing

Governance reviews had no SLA, no assigned owner, and no audit trail. Breaches were discovered retrospectively

Work request intake averaged 5.1 missing data fields per submission. Routing was manual and inconsistent

Zero capacity visibility. Leads estimated workload in weekly standups with no supporting data

Baseline metrics established: 8 SLA breaches in the prior quarter, 51% request rejection rate, 3.8-day average intake-to-assignment time

The Numbers

Before and after.
Measured data.

Data governance review SLA breaches

Before

8 per quarter

After

0 per quarter

−100%

Status reporting time per project lead

Before

4.2 hrs / week

After

38 min / week

−85%

Work request rejection rate (incomplete submissions)

Before

51%

After

12%

−76%

Avg. days from request intake to work assignment

Before

3.8 days

After

0.4 days

−89%

Audit trail completeness score

Before

34%

After

98%

+64pp

What the team said

Three voices.
Same result.

"Before this implementation, governance was a process we managed through email and hope. Now every request has a visible status, a logged decision, and a timestamp. We went from 8 SLA breaches in a quarter to zero. That is not a small thing in our regulatory environment."

Head of Data Governance

Global Data Management Division, Tier 1 Bank

"I had low expectations for Asana in a regulated financial services context. What changed my mind was the configuration depth. The AI routing rules are not generic. They were built around our exact classification taxonomy. The methodology was rigorous without being slow."

VP of Data Operations

Programme sponsor, responsible for the rollout

"The audit trail is what matters most to us. Every routing decision is logged with a timestamp. Every field lock is traceable. When the audit committee asked us to demonstrate governance control of our data management pipeline, we could show them directly inside Asana. That was not possible before."

Senior Risk and Compliance Analyst

Governance review team lead

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