EduFund - Design Audit
Strategic Design Audit | Business Model Innovation
This live project for Edu Fund, a wealth-tech firm, evaluates the alignment between the organization and its offerings with the company's vision, pinpointing areas for potential improvement and growth opportunities.

Team
3 Designers (Shruthi Siva, Gouri Jayasurya, Nived Devadas)
Timeframe
7 Weeks (September, October 2023)
01
Background
About EduFund


Project Outline
The project includes 2 phases:
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Design Audit:
It centers on assessing the company's alignment with its vision, pinpointing areas requiring improvement.
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Organization Design:
It involves reimagining the structure, crafting a disruptive business model, and developing a strategic roadmap for implementation.
02
Outcome
Reimagining EduFund
Following an exhaustive blend of secondary and primary research involving all stakeholders, it became evident that despite EduFund's intention to specialize in education-specific investment management, its current approach presents offerings in a way that makes it appear similar to other general wealth management platforms in the market.
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To address this discrepancy, the proposed recommendations emphasize the importance of capturing additional educational touchpoints. The strategy involves catering specifically to the immediate needs of the target customers, ensuring EduFund remains an expert in wealth management while forging a distinctive niche within the market.
03
Process

Phase 1

















