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BCG Growth-Share Matrix

Audience: CEO, Strategy Manager, Product Manager
Page Type: How-To Guide
Phase: PHASE 2 (Reality Filter)
Duration: 30-45 minutes

What This Module Does​

BCG in COS is an analysis workspace where you create:

  • A BCG analysis per strategic cycle and org unit
  • BCG entries grouped by quadrant
  • BCG KPIs linked from KPI Library or Current State (As-Is)

It is not a separate portfolio system. You manually enter the strategic records you want to track.

Entry Model (Actual)​

Each BCG entry uses this structure:

  • Category: STAR, CASH_COW, QUESTION_MARK, DOG
  • Summary: required short statement
  • Detail: optional explanation
  • Market Growth Rate: optional numeric value
  • Relative Market Share: optional numeric value
  • Product: optional product link (productId)

Step-by-Step​

Step 1: Create BCG Analysis​

  1. Go to Strategy → BCG Matrix
  2. Click Start Analysis
  3. Fill:
    • Name
    • Strategic cycle (from global cycle filter)
    • Org unit
    • Description (optional)
  4. Create

Step 2: Add BCG Entries​

  1. Open the analysis detail page
  2. Select a quadrant (STAR, CASH_COW, QUESTION_MARK, DOG)
  3. Add record:
    • Summary (required)
    • Detail (optional)
    • Market Growth Rate / Relative Market Share (optional)
    • Product link (optional)
  4. Save

Step 3: Add KPIs​

You can add KPI records in two ways:

  1. From Library (KPI Library item)
  2. From As-Is (Current State KPI, if feature enabled)

For each KPI, COS keeps betterDirection as:

  • HIGHER_IS_BETTER
  • LOWER_IS_BETTER

Step 4: Track Measurements​

For each KPI, add periodic measurements:

  • periodStart, periodEnd, periodicity
  • target, actual, forecast (optional)
  • statusNote (optional)

Workflow Status​

BCG analysis lifecycle:

  • DRAFT
  • PUBLISHED
  • ARCHIVED

Notes:

  • Same-state publish/archive is blocked.
  • Archived analysis cannot be re-published directly.

Tips​

  • Keep entries concise; use summary for decision language, detail for evidence
  • Use optional numeric fields only when data quality is high
  • Attach KPIs only when they are decision-relevant, not just available