Beta Operational Systems

5 clients: Onyx Associates, Helix Institute, Lion Education Consortium +2 more · USLI

Open Pipeline

$10.0M

6 open

Expected Value

$652K

P(Pursue)×P(Win)×Value

Win Rate

33%

3W / 3L

Won Revenue

3 deals won

Avg P(Pursue)

57%

Avg Pwin A

17%

Avg Pwin B

Service Lines

Pipeline by Stage

Value by Service Line

SaT

Consulting

Key People

Carter AmitCox YongYang FrancesGray FengMorgan KarenMitchell RyanNguyen Charles

All Opportunities (15)

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Enhanced Process Improvement Workshop Onyx Associates	ClosingWon	$344K	100%	--	--	--	Assurance	Carter Amit	Oct 25, 2024
Scalable Internal Audit Deployment - FY26 Helix Institute	ClosingWon	$155K	100%	--	--	--	Assurance	Cox Yong	May 17, 2024
Foundational Digital Transformation Roadmap - Extension Helix Institute	ClosingWon	$0	100%	--	--	--	Assurance	Cox Yong	May 17, 2024
Scalable Legacy System Blueprint Lion Education Consortium	IdentifyDeclined	$1.0M	50%	--	--	--	SaT	Gray Feng	Jul 11, 2025
Enhanced Risk Management Phase II (Revised) Lion Education Consortium	IdentifyDeclined	$2.0M	40%	--	--	--	Consulting	Mitchell Ryan	Oct 2, 2024
Modernized Sustainability Renewal (Amended) Bridgepoint Aerospace Development	IdentifyLost	$0	10%	--	--	--	Tax	Nguyen Charles	Jun 9, 2025
High-Impact Finance Scale-Up - Phase 3 Bridgepoint Aerospace Development	IdentifyLost	$238K	10%	--	--	--	Assurance	Nguyen Charles	Jun 9, 2025
Innovative Cost Optimization Assessment Bridgepoint Aerospace Development	IdentifyLost	$348K	10%	--	--	--	SaT	Nguyen Charles	Jun 9, 2025
Advanced Cybersecurity Platform Matrix Public Industries	ClosingDeclined	$155K	100%	--	--	--	Assurance	Cox Yong	May 22, 2025
Multi-Phase Change Management Program (Amended) Lion Education Consortium	Identify	$75K	10%	45%	31%	10%	Consulting	Yang Frances	Feb 5, 2026
Resilient Performance Management Modernization Lion Education Consortium	Identify	$4.5M	10%	50%	8%	3%	SaT	Morgan Karen	Jan 29, 2026
Modernized Asset Management Advisory - FY26 Lion Education Consortium	Identify	$500K	10%	52%	22%	4%	SaT	Morgan Karen	Sep 23, 2025
End-to-End Cloud Migration Modernization - Extension Lion Education Consortium	Identify	$2.7M	10%	60%	15%	5%	Consulting	Yang Frances	Feb 5, 2026
Enterprise Regulatory Reporting Scale-Up Lion Education Consortium	Identify	$425K	10%	61%	18%	5%	SaT	Yang Frances	Feb 5, 2026
Holistic Legacy System Program - Phase 2 Lion Education Consortium	Identify	$1.8M	10%	77%	9%	3%	SaT	Yang Frances	Feb 5, 2026

GPS Sales and Pipeline

Beta Operational Systems

Key People

All Opportunities (15)