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business

business-baseline

Maps and diagnoses business operations with Business Maps, Bow-Tie Funnels, and Process Swimlanes.

Map, diagnose, and optimize business operations through progressive visual analysis.

When to run
"Map the business operations for client Acme Corp"
Time saved
~20 hrs consulting → ~30 min automated (40× faster)
How often
Per new client · annual refresh
Compounds
Session state enables resume — each session deepens the map without re-interviewing

How it runs

  1. Progressive business interview
  2. Generating Business Map
  3. Building Bow-Tie Funnel
  4. Scoring 24 Digital Assets
  5. Creating Implementation Plan

Why it matters

  • 26× faster
  • Gets smarter each session
  • No re-interviewing
Difficulty
beginner
Input
conversation
Output
document
Needs
none
Used by
CEO / Founder, Operations Manager

What it needs

  • client-id — Client folder name under
  • business-type — Business archetype for inference patterns (auto-detected if omitted)
  • profile — Company or client profile — identity and stage.
  • icp — ICP — target customer the strategy is for.
  • offerings — Offerings catalogue — what is being strategised.
  • marketing-context — Positioning, narrative, and competitive frame.
  • process — Process name to expand (e.g. 'Lead Gen', 'Onboarding', 'Fulfillment')
  • process-note — Path to the `type: process` source note (client or company scope)
  • orientation — Layout direction (default horizontal, unchanged behavior). horizontal = lanes are rows, steps flow left→right. vertical = lanes are columns with a top label, steps flow top→bottom — use for LONG processes (e.g. 16 steps) that run off the right edge horizontally; the canvas gets tall (expected). Two-way arrow binding holds identically in both. Vertical writes a distinct {process-id}-swimlane-vertical.excalidraw.md so it never clobbers the horizontal diagram.
  • no-archive — Skip archiving an existing diagram before regeneration (default false — archive first)
  • no-bands — Suppress stage bands (default false). When steps carry a `stage:` field and orientation is vertical, consecutive same-stage steps are grouped into labelled full-width bands behind the lanes; --no-bands renders the plain sequence. Bands are vertical-only — horizontal ignores stage regardless.
  • business-type — One of the 15 archetype slugs (auto-detected from baseline if a session exists)
  • scope — 'company' (default — this vault's own business) or a client-id for a client-scoped registry

What you get

  • (Action Roadmap page)
  • (client scope, horizontal) or (company scope, horizontal); vertical orientation appends -vertical before the extension ({process-id}-swimlane-vertical.excalidraw.md)
  • (company scope) or (client scope)
  • (new page)
  • Each swimlane migrated into a structured `type: process` note — the source of truth (drawio-only baselines liberated into queryable data)
  • Excalidraw swimlane rendered from the process note — derived view, not the source of truth; prior version archived to diagrams/_archive/. Horizontal and vertical are separate files that can coexist for the same process.
  • Optional swimlane render of the process note
  • Optional visual export rendered from the process notes — not the source of truth
  • Registry with domain tables + Value-Chain Mapping section, same contract as the company registry (parsed by list_value_chains.py and consumed by owner-priority-system kpi_refresh.py/kpi_verify.py)
  • Source-of-truth process note with steps[], owners, state, and opportunity flags
  • Structured `type: process` note(s) — the source of truth (steps, owners, state, flags)
  • continued_baseline (drawio)
  • roadmap_page (drawio-page)
  • scan_summary (markdown)
  • session_state (yaml)

Ask it like this

  • Run a business baseline on my operations" · "Map my business and identify bottlenecks" · "Create a bow-tie funnel for my SaaS product" · "Give me an Excalidraw swimlane I can drag around