Add strategic planning frameworks: BCG Matrix, Three Horizons, customer journey mapping

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UBML lacked support for standard consulting frameworks used by McKinsey, BCG, and Bain. Consultants couldn't classify portfolio items, plan investments across time horizons, or map customer experiences—core activities in strategy engagements.

Schema Changes

Three Horizons Strategic Classification

Added strategicHorizon enum to Capability, Product, Service:

capabilities:
  CP00001:
    name: "Process Orders"
    strategicHorizon: h1  # Core business - maintain and defend
  CP00002:
    name: "AI Personalization"
    strategicHorizon: h3  # Future option - explore

BCG Growth-Share Matrix

Added portfolio fields to Product and Service:

products:
  PD00001:
    name: "Cloud Platform"
    portfolioClassification: star      # High growth, high share
    marketGrowthRate: high
    relativeMarketShare: high
    strategicAction: invest            # Invest heavily
  
  PD00002:
    name: "Legacy Tool"
    portfolioClassification: dog       # Low growth, low share
    strategicAction: divest            # Exit business

Customer Journey Mapping

Extended ValueStream.stages with CX metadata:

valueStreams:
  VS00001:
    stages:
      - name: "Order Capture"
        customerTouchpoints:
          - "E-commerce website"
          - "Sales phone call"
        customerEmotionalState: curious
        painPoints:
          - "Unclear pricing"
          - "Long callback wait"
        momentsOfTruth:
          - "First quote received - makes or breaks deal"

Documentation

• Research: 20KB analysis of McKinsey/BCG/Bain frameworks, gap identification, phased roadmap
• Design decisions: DD-009 (Three Horizons), DD-010 (BCG Matrix), DD-011 (Customer Journey)
• Example: Complete strategy workspace demonstrating portfolio classification, horizon planning, and journey mapping

Impact

Consultants can now model portfolio strategy using industry-standard frameworks. Value streams capture both operational flow and customer experience. All fields optional—backward compatible.

Future phases (documented but not implemented): issue trees, options analysis, RAPID decisions, implementation roadmaps.

Warning

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Original prompt

do a research on how managed consultants work. which frameworks the likes of McKinsey, BCG, Bain use. which general principles apply. then review ubml schema and identify problems and design suggestions for improving ubml.

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