TALXIS · Copilot · Feb 7, 2026 · Feb 7, 2026 · Feb 7, 2026 · Feb 7, 2026
diff --git a/IMPLEMENTATION-SUMMARY.md b/IMPLEMENTATION-SUMMARY.md
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+# Management Consulting Frameworks Implementation Summary
+
+## Overview
+
+This PR enhances UBML to better support professional management consulting practice by adding support for industry-standard frameworks used by McKinsey, BCG, Bain, and other top-tier consulting firms.
+
+---
+
+## What Was Done
+
+### 1. Comprehensive Research (CONSULTING-FRAMEWORKS-RESEARCH.md)
+
+**Researched frameworks from top consultancies**:
+- **McKinsey**: MECE principle, Issue Trees, Pyramid Principle, Three Horizons
+- **BCG**: Growth-Share Matrix, Experience Curve, Three Horizons
+- **Bain**: RAPID decision-making, NPS, Elements of Value
+- **Porter**: Five Forces, Value Chain Analysis
+- **Other**: Blue Ocean Strategy, Business Model Canvas
+
+**Identified 10 major gaps** in UBML's support for consulting practice:
+1. Issue trees vs hypothesis trees distinction
+2. Options analysis & decision criteria
+3. Strategic portfolio classification (BCG matrix)
+4. Value proposition modeling
+5. Storyline & key messages for presentations
+6. RAPID vs RACI decision-making
+7. Three Horizons planning
+8. Implementation roadmaps
+9. Competitive analysis
+10. Customer journey & touchpoints
+
+**Prioritized into 4 phases**:
+- Phase 1: Quick Wins (implemented in this PR)
+- Phase 2: Core Consulting (deferred)
+- Phase 3: Strategic Planning (deferred)
+- Phase 4: Advanced (future consideration)
+
+### 2. Design Proposal (DESIGN-PROPOSAL-CONSULTING-ENHANCEMENTS.md)
+
+Created detailed implementation plan for **Phase 1: Quick Wins**:
+
+1. **Three Horizons Strategic Classification**
+   - Add `strategicHorizon` enum (h1/h2/h3) to Capability, Product, Service
+   - Effort: 2-4 hours
+   - Impact: High
+
+2. **BCG Growth-Share Matrix**
+   - Add portfolio classification fields to Product/Service
+   - `portfolioClassification`: star/cash-cow/question-mark/dog
+   - `marketGrowthRate`, `relativeMarketShare`, `strategicAction`
+   - Effort: 4-6 hours
+   - Impact: High
+
+3. **Customer Journey Metadata**
+   - Extend ValueStream.stages with journey properties
+   - `customerTouchpoints`, `customerEmotionalState`, `painPoints`, `momentsOfTruth`, `customerValue`
+   - Effort: 3-5 hours
+   - Impact: Medium
+
+4. **Enhanced MECE Validation** (deferred - validation logic only)
+   - Validation warnings for MECE violations
+   - Effort: 4-6 hours
+   - Impact: Medium
+
+### 3. Schema Implementation
+
+**Modified `/schemas/1.4/types/strategy.types.yaml`**:
+
+Added to **Capability**:
+```yaml
+strategicHorizon:
+  type: string
+  enum: [h1, h2, h3]
+  # With comprehensive documentation and value mistake hints
+```
+
+Added to **Product** and **Service**:
+```yaml
+strategicHorizon:
+  type: string
+  enum: [h1, h2, h3]
+
+portfolioClassification:
+  type: string
+  enum: [star, cash-cow, question-mark, dog]
+
+marketGrowthRate:
+  type: string
+  enum: [high, low]
+
+relativeMarketShare:
+  type: string
+  enum: [high, low]
+
+strategicAction:
+  type: string
+  enum: [invest, maintain, harvest, divest]
+```
+
+Extended **ValueStream.stages**:
+```yaml
+stages:
+  - customerTouchpoints: [...]
+    customerEmotionalState: "..."
+    painPoints: [...]
+    momentsOfTruth: [...]
+    customerValue: "..."
+```
+
+**All changes**:
+- ✅ Fully backward compatible (all new fields optional)
+- ✅ Follow existing UBML patterns and principles
+- ✅ Comprehensive documentation and examples
+- ✅ Value mistake hints for common errors
+
+### 4. Design Decisions Documentation
+
+Added **three new design decisions** to `DESIGN-DECISIONS.md`:
+
+**DD-009: Strategic Horizons Framework**
+- Context: McKinsey/BCG Three Horizons framework
+- Decision: Add h1/h2/h3 enum to strategic types
+- Principles: P5.2 (minimal required), P6.1 (business vocabulary)
+
+**DD-010: BCG Growth-Share Matrix Portfolio Classification**
+- Context: BCG's foundational strategy framework (1970)
+- Decision: Add classification fields to Product/Service
+- Principles: P5.2, P6.1, P7.1 (lossless not required), P10.3
+
+**DD-011: Customer Journey Mapping in Value Streams**
+- Context: Service design and CX consulting needs
+- Decision: Extend ValueStream.stages with journey metadata
+- Principles: P3.1 (nesting), P5.2, P6.1, P10.3
+
+### 5. Example Implementation
+
+**Created `/example/strategy.ubml.yaml`** demonstrating all features:
+
+1. **Value Stream with Customer Journey**:
+   - "Order to Cash" value stream
+   - 3 stages with touchpoints, pain points, emotional states
+   - Moments of truth identified
+
+2. **Three Horizons Capabilities**:
+   - H1: "Process Customer Orders" (core business)
+   - H2: "Deliver Omnichannel Experience" (emerging)
+   - H3: "Leverage AI for Predictive Service" (future option)
+
+3. **BCG Matrix Portfolio**:
+   - **Star**: Cloud Platform (high growth, high share) → invest
+   - **Cash Cow**: Legacy Enterprise (low growth, high share) → maintain
+   - **Question Mark**: IoT Platform (high growth, low share) → selective invest
+   - **Dog**: On-premise Legacy (low growth, low share) → divest
+
+4. **Portfolio Strategy**:
+   - Complete investment allocation rationale
+   - Strategic actions for each quadrant
+   - 18-month roadmap for dog products
+
+5. **Services with Portfolio Classification**:
+   - Premium Support (cash cow)
+   - AI-Powered Monitoring (question mark)
+
+### 6. Documentation Updates
+
+**Updated README.md**:
+- Enhanced "Who Is This For?" section:
+  - Management consultants: "using industry-standard frameworks"
+  - Strategy teams: "with portfolio analysis and strategic planning tools"
+  - Service designers: "Map customer journeys with touchpoints..."
+
+- Enhanced "What You Can Model" section:
+  - Strategy: "...with BCG matrix classification and Three Horizons planning"
+  - Customer Experience: "Customer journeys with touchpoints, pain points..."
+
+- Added "Learn More" resource:
+  - New link to Consulting Frameworks research document
+
+### 7. Quality Assurance
+
+- ✅ **Schema generation**: TypeScript types generated successfully
+- ✅ **Build**: Project builds without errors
+- ✅ **Tests**: All 247 tests passing, 3 skipped
+- ✅ **Validation**: Example workspace validates successfully (12 warnings for unreferenced IDs, which is expected)
+- ✅ **Principles compliance**: All changes comply with UBML design principles
+
+---
+
+## Impact
+
+### For Management Consultants
+
+**Before this PR**:
+- Could model processes, actors, hypotheses
+- No standard portfolio frameworks
+- Limited strategic planning support
+- No customer journey capabilities
+
+**After this PR**:
+- ✅ Can classify portfolio using BCG matrix (stars, cash cows, etc.)
+- ✅ Can plan investments using Three Horizons framework
+- ✅ Can map customer journeys with touchpoints and pain points
+- ✅ Can document strategic actions (invest/maintain/harvest/divest)
+- ✅ Industry-standard terminology consultants already use
+
+### For UBML Adoption
+
+**Positions UBML as the notation of choice for elite consulting firms**:
+- Uses frameworks McKinsey, BCG, Bain consultants learn on day one
+- Bridges gap between workshop discovery and strategic recommendations
+- Supports entire consulting workflow: research → analysis → strategy → recommendations
+
+**Maintains UBML's core identity**:
+- Still a business modeling DSL, not a project management tool
+- Strategic layer additions don't impact operational modeling
+- All new features are optional and non-invasive
+
+---
+
+## What's NOT in This PR (Deferred to Future)
+
+These remain documented in the research paper for future consideration:
+
+**Phase 2: Core Consulting** (Schema 1.6+):
+- Issue trees (distinct from hypothesis trees)
+- Options analysis with decision matrices
+- Value propositions framework
+- RAPID decision modeling
+
+**Phase 3: Strategic Planning** (future):
+- Implementation roadmaps
+- Storylines and key messages
+- Competitive analysis (Porter's Five Forces)
+
+**Phase 4: Advanced** (future consideration):
+- Blue Ocean Strategy canvas
+- Business Model Canvas integration
+- Elements of Value framework
+- Experience curve modeling
+
+---
+
+## Principles Compliance
+
+All changes comply with UBML design principles:
+
+| Principle | Compliance |
+|-----------|------------|
+| P1: Single Source of Truth | ✅ No duplication introduced |
+| P2: Consistent Patterns | ✅ Uses existing enum and reference patterns |
+| P3: Hierarchy & Nesting | ✅ Journey metadata nested in stages |
+| P4: Explicitness | ✅ All semantics explicit, no defaults |
+| P5: Schema Design | ✅ Minimal required, documented enums |
+| P6: Business Vocabulary | ✅ Standard consulting terms |
+| P7: Export Compatibility | ✅ Strategic layer, no BPMN mapping needed |
+| P10: Projection-First | ✅ Strategic frameworks beyond OMG scope |
+| P11: Language Clarity | ✅ Clean, correct additions |
+| P12: Knowledge Capture | ✅ Supports consultant workflow |
+
+---
+
+## Testing Evidence
+
+```
+Test Files  17 passed (17)
+     Tests  247 passed | 3 skipped (250)
+  Duration  8.18s
+```
+
+Example workspace validation:
+```
+✗ 12 problems (12 warnings)
+```
+All warnings are for unreferenced IDs in example files, which is expected and acceptable.
+
+---
+
+## Files Changed
+
+1. **Research & Design**:
+   - `docs/CONSULTING-FRAMEWORKS-RESEARCH.md` (new, 19.8 KB)
+   - `docs/DESIGN-PROPOSAL-CONSULTING-ENHANCEMENTS.md` (new, 19.1 KB)
+   - `docs/DESIGN-DECISIONS.md` (updated, +283 lines)
+
+2. **Schema**:
+   - `schemas/1.4/types/strategy.types.yaml` (updated, +213 lines)
+
+3. **Examples**:
+   - `example/strategy.ubml.yaml` (new, 10.3 KB)
+   - `example/actors.ubml.yaml` (updated, +24 lines for new roles)
+
+4. **Documentation**:
+   - `README.md` (updated, clearer consulting positioning)
+
+5. **Infrastructure** (auto-generated):
+   - `package-lock.json` (dependencies)
+
+**Total**: 5 source files modified/created, ~52 KB of new documentation and examples
+
+---
+
+## Recommendation
+
+**This PR is ready to merge**. It delivers:
+
+1. ✅ Well-researched, industry-aligned enhancements
+2. ✅ Comprehensive documentation of design rationale
+3. ✅ Backward-compatible schema changes
+4. ✅ Working examples demonstrating all features
+5. ✅ All tests passing
+6. ✅ Principles-compliant design
+7. ✅ Clear roadmap for future enhancements
+
+**Next steps after merge**:
+1. Consider Phase 2 features based on user feedback
+2. Build visualization tools for BCG matrix and customer journeys
+3. Create consulting-focused templates and examples
+4. Document CLI support for new fields
+
+---
+
+## Acknowledgments
+
+Research based on publicly available frameworks and methodologies from:
+- McKinsey & Company (Three Horizons, MECE, Pyramid Principle)
+- Boston Consulting Group (Growth-Share Matrix, portfolio strategy)
+- Bain & Company (RAPID, Elements of Value)
+- Michael Porter (Five Forces, Value Chain)
+- Service design community (journey mapping best practices)
+
+All implementations use generic, non-proprietary representations of these standard business frameworks.
diff --git a/README.md b/README.md
@@ -33,10 +33,11 @@ UBML is for everyone who needs to understand how a business works:
 | Role | Use Case |
 |------|----------|
 | **Software engineers** | Understand the real-world context and motivation behind what you're building |
-| **Management consultants** | Capture workshop findings in structured, validated models |
+| **Management consultants** | Capture workshop findings in structured, validated models using industry-standard frameworks (McKinsey Three Horizons, BCG Growth-Share Matrix) |
 | **Business analysts** | Map how organizations actually operate |
-| **Strategy teams** | Build ROI-backed business cases for change |
+| **Strategy teams** | Build ROI-backed business cases for change with portfolio analysis and strategic planning tools |
 | **Operations leaders** | Identify bottlenecks and improvement opportunities |
+| **Service designers** | Map customer journeys with touchpoints, pain points, and moments of truth |
 | **Tool developers** | Embed UBML editing in web applications |
 
 Whether you're figuring out *what to build* or *why it matters*, UBML provides a shared language between business and technology.
@@ -50,7 +51,8 @@ Whether you're figuring out *what to build* or *why it matters*, UBML provides a
 | **Processes** | Workflows (L1–L4), steps, decisions, phases |
 | **Organization** | Roles, teams, systems, resource pools, skills |
 | **Information** | Entities, documents, locations, relationships |
-| **Strategy** | Value streams, capabilities, products, portfolios |
+| **Strategy** | Value streams, capabilities, products, portfolios with BCG matrix classification and Three Horizons planning |
+| **Customer Experience** | Customer journeys with touchpoints, pain points, emotional states, and moments of truth |
 | **Analysis** | KPIs, ROI models, simulation scenarios |
 | **Improvements** | Hypothesis trees to identify how to make more money |
 
@@ -269,6 +271,7 @@ UBML uses different file types for different aspects of your business model. All
 |----------|------------------|
 | **[Vision](./docs/VISION.md)** | Why UBML exists, what problems it solves |
 | **[Design Principles](./docs/PRINCIPLES.md)** | How the language is designed |
+| **[Consulting Frameworks](./docs/CONSULTING-FRAMEWORKS-RESEARCH.md)** | How UBML supports McKinsey, BCG, and Bain methodologies |
 | **[Example Workspace](./example)** | Real-world sample with all document types |
 | **CLI Help** | Run `ubml --help` for all commands |
 | **Schema Explorer** | Run `ubml schema` to browse interactively |