Harbor Insurance Foundation

Beta Regulatory Holdings · USLI

Open Pipeline

$105.3M

6 open

Expected Value

$95.1M

P(Pursue)×P(Win)×Value

Win Rate

50%

6W / 1L

Won Revenue

$158.2M

6 deals won

Avg P(Pursue)

87%

Avg Pwin A

84%

Avg Pwin B

74%

Service Lines

Pipeline by Stage

Value by Service Line

Assurance

Consulting

Key People

Allen MiguelPerry RebeccaPhillips LauraYoung JeanYang JosephNelson JudithBrooks Brittany

All Opportunities (18)

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
High-Impact Legacy System Strategy Beta Regulatory Holdings	IdentifyDeclined	$500K	10%	--	--	--	Consulting	Allen Miguel	Aug 26, 2022
Core Governance Modernization Beta Regulatory Holdings	ClosingWon	$24.5M	100%	--	--	--	Assurance	Phillips Laura	Dec 31, 2024
Unified Talent Strategy Phase I - Phase 3 Beta Regulatory Holdings	IdentifyDeclined	$250K	15%	--	--	--	Consulting	Young Jean	Feb 18, 2025
Regional Regulatory Reporting Review (Amended) Beta Regulatory Holdings	ClosingWon	$2.6M	90%	--	--	--	Assurance	Yang Joseph	Jun 24, 2025
Automated Internal Audit Program Beta Regulatory Holdings	ClosingDeclined	$1	90%	--	--	--	Assurance	Phillips Laura	Nov 28, 2023
Critical Cloud Migration Phase I Beta Regulatory Holdings	ClosingWon	$350K	100%	--	--	--	Assurance	Phillips Laura	Dec 11, 2025
Core Inclusion & Diversity Extension - Phase 2 Beta Regulatory Holdings	ClosingWon	$4.6M	100%	--	--	--	Assurance	Nelson Judith	Apr 17, 2025
End-to-End Change Management Phase II (Amended) Beta Regulatory Holdings	ClosingWon	$0	100%	--	--	--	Consulting	Brooks Brittany	Apr 11, 2025
Optimized Legacy System Migration Beta Regulatory Holdings	IdentifyDeclined	$550K	15%	--	--	--	Consulting	Young Jean	Feb 18, 2025
Extended Business Intelligence Integration Beta Regulatory Holdings	ClosingLost	$500K	50%	--	--	--	Consulting	Perry Rebecca	Sep 16, 2025
Next-Gen Technology Modernization Scale-Up Beta Regulatory Holdings	ClosingWon	$2.0M	100%	--	--	--	Assurance	Brooks Brittany	Apr 11, 2025
Next-Gen Change Management Diagnostic - FY25 Beta Regulatory Holdings	ClosingDeclined	$0	90%	--	--	--	Assurance	Phillips Laura	Nov 28, 2023
Strategic Quality Assurance Program (Amended) Beta Regulatory Holdings	Identify	$500K	10%	35%	30%	21%	Consulting	Perry Rebecca	Aug 26, 2022
Scalable Change Management Integration - Phase 3 Beta Regulatory Holdings	Identify	$87K	10%	96%	99%	90%	Assurance	Phillips Laura	Dec 16, 2025
Core Service Delivery Optimization Beta Regulatory Holdings	Pursue	$25.9M	90%	97%	92%	83%	Assurance	Phillips Laura	Dec 16, 2025
Multi-Phase Stakeholder Engagement Phase II - Extension Beta Regulatory Holdings	Pursue	$26.6M	90%	97%	92%	83%	Assurance	Phillips Laura	Dec 16, 2025
Modernized Process Improvement Engagement Beta Regulatory Holdings	Pursue	$26.9M	90%	97%	92%	83%	Assurance	Phillips Laura	Dec 16, 2025
Adaptive Program Management Review - Phase 2 Beta Regulatory Holdings	Pursue	$25.4M	90%	97%	98%	83%	Assurance	Phillips Laura	Dec 16, 2025

GPS Sales and Pipeline

Harbor Insurance Foundation

Key People

All Opportunities (18)