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Designing a decision framework for immersive learning investment

Learning Case Study

Context

The Challenge

The Challenge

 An energy distribution organisation with ~2,000 lineworkers across 60 depots needed to continuously train and upskill its workforce in a safe and compliant way.

 

The organisation was exploring immersive technologies (AR/VR) as a potential solution — but lacked clarity on:

  • where these technologies would create real value
  • how to prioritise use cases
  • how to justify investment
     

The Challenge

The Challenge

The Challenge

  •  Learning approaches were not keeping pace with emerging technologies
  • Many high-risk scenarios were difficult (or impossible) to replicate safely in training
  • Investment decisions were complex because:
    • benefits were not directly commercial
    • value needed to be assessed across safety, capability, and risk
       

Without a structured way to evaluate options, the organisation risked either underinvesting — or investing in the wrong areas.

My Role

The Challenge

My Role

 I led the proposal and delivery of a 6-week strategic engagement, working with a team of specialist consultants.


I was responsible for:

  • Structuring the problem and engagement approach 
  • Designing the prioritisation and validation framework
  • Leading stakeholder engagement across the business
  • Translating insights into a practical roadmap
     

Approach

1. Understanding the technology landscape

Conducted deep-dive research into immersive technologies, including:

  • capabilities and limitations 
  • implementation requirements
  • relevant use cases in similar environments
     

This established a grounded view of what was feasible and valuable.

2. Defining value beyond commercial return

Since traditional ROI did not apply, I designed a multi-dimensional value model, incorporating:

  • safety impact 
  • risk reduction
  • learning effectiveness
  • operational relevance
     

This reframed how investment decisions could be made.

3. Co-designing a prioritisation framework

Engaged SMEs across multiple divisions to:

  • capture diverse training needs 
  • align on evaluation criteria
  • ensure transparency in decision-making
     

The resulting framework allowed use cases to be consistently assessed and compared.

4. Identifying and validating use cases

Shortlisted immersive learning opportunities across:

  • work practices
  • safety scenarios
  • compliance training
     

Each use case was assessed for:

  • value
  • feasibility
  • implementation effort
     

5. Translating into a roadmap

Developed a 2-year implementation plan, sequencing initiatives based on:

  • priority
  • readiness
  • organisational impact

     

Key Insight

Key Insight

Key Insight

 The core challenge was not the technology —

it was the absence of a clear, shared way to define and prioritise value in a non-commercial context.

Solution

Key Insight

Key Insight

  •  Prioritisation and validation framework for immersive learning
  • Shortlisted and assessed use cases
  • High-level cost and benefit estimates
  • 2-year implementation roadmap
     

Impact

Key Insight

Impact

  • Enabled confident decision-making around immersive technology investment 
  • Created alignment across business units with differing training needs
  • Shifted the organisation from ad-hoc exploration to structured innovation
  • Established a repeatable process for continuously evolving learning approaches  

This project highlighted that when value is not purely financial, organisations need new ways of making decisions — and that designing those decision systems is often more important than the solutions themselves.


Reflection

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