Orion Institute

5 clients: Coastal Banking Foundation, Prime Advisors, Vanguard Associates +2 more · MENA, Europe Central, Africa India, Europe West

Open Pipeline

$955K

9 open

Expected Value

$420K

P(Pursue)×P(Win)×Value

Win Rate

68%

13W / 5L

Won Revenue

13 deals won

Avg P(Pursue)

84%

Avg Pwin A

85%

Avg Pwin B

70%

Service Lines

Pipeline by Stage

Value by Service Line

SaT

Assurance

Tax

Key People

Bell KellyJones PhilippeAllen LisaJoshi HeatherMoreau TheresaAnderson HelmutParker KaylaEvans Kathryn

All Opportunities (28)

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Advanced Governance Renewal - Phase 2 Prime Advisors	PursueLost	$15K	75%	--	--	--	Tax	Jones Philippe	Feb 3, 2025
Unified Inclusion & Diversity Initiative Prime Advisors	PursueLost	$20K	75%	--	--	--	Tax	Jones Philippe	Feb 3, 2025
Transformative Market Entry Extension Prime Advisors	PursueLost	$15K	75%	--	--	--	Tax	Jones Philippe	Feb 3, 2025
Accelerated Finance Engagement - Phase 2 Vanguard Associates	ClosingWon	$80K	100%	--	--	--	Assurance	Allen Lisa	Jan 14, 2025
Comprehensive Legacy System Implementation - Pilot Prime Advisors	PursueLost	$-15K	75%	--	--	--	CBS & Elim	Jones Philippe	Feb 3, 2025
Multi-Phase Cloud Migration Integration - FY26 Coastal Banking Foundation	PursueDeclined	$8K	60%	--	--	--	Tax	Joshi Heather	Oct 10, 2023
Modernized Asset Management Review Prime Advisors	PursueLost	$15K	75%	--	--	--	SaT	Jones Philippe	Feb 3, 2025
Proactive Supply Chain Phase II Summit Maritime Commission	ClosingWon	$1K	50%	--	--	--	Tax	Moreau Theresa	Mar 26, 2025
Resilient Supply Chain Transformation Summit Maritime Commission	ClosingWon	$-4K	50%	--	--	--	CBS & Elim	Moreau Theresa	Mar 26, 2025
High-Impact Compliance Blueprint (Amended) Summit Maritime Commission	ClosingWon	$0	50%	--	--	--	Tax	Moreau Theresa	Mar 26, 2025
Intelligent Tax Reform Enhancement (Revised) Summit Maritime Commission	ClosingWon	$4K	50%	--	--	--	Tax	Moreau Theresa	Mar 26, 2025
Multi-Phase Quality Assurance Migration Summit Maritime Commission	ClosingWon	$4K	50%	--	--	--	SaT	Moreau Theresa	Mar 26, 2025
Next-Gen Regulatory Reporting Engagement - FY26 Summit Maritime Commission	ClosingWon	$900	50%	--	--	--	Tax	Moreau Theresa	Mar 26, 2025
Automated Stakeholder Engagement Migration Pine Aerospace Alliance	ClosingWon	$141	100%	--	--	--	Tax	Anderson Helmut	Oct 3, 2025
Regional Regulatory Reporting Deployment - Renewal Pine Aerospace Alliance	ClosingWon	$189	100%	--	--	--	Tax	Anderson Helmut	Oct 3, 2025
Extended Internal Audit Deployment - Phase 2 Pine Aerospace Alliance	ClosingWon	$33	100%	--	--	--	Tax	Anderson Helmut	Oct 3, 2025
Regional Cost Optimization Phase II Pine Aerospace Alliance	ClosingWon	$299	100%	--	--	--	Tax	Anderson Helmut	Oct 3, 2025
Cross-Functional Market Entry Strategy Pine Aerospace Alliance	ClosingWon	$157	100%	--	--	--	Tax	Anderson Helmut	Oct 3, 2025
Adaptive ERP Implementation Proof of Concept - Phase 3 Coastal Banking Foundation	ClosingWon	$270K	40%	--	--	--	SaT	Parker Kayla	Aug 4, 2025
Adaptive Regulatory Reporting Implementation (Revised) Coastal Banking Foundation	Qualify	$700K	10%	72%	55%	27%	SaT	Evans Kathryn	Nov 23, 2025
Innovative Service Delivery Strategy - Extension Coastal Banking Foundation	Qualify	$100K	10%	72%	69%	46%	SaT	Evans Kathryn	Nov 23, 2025
Optimized Regulatory Reporting Implementation - FY26 Coastal Banking Foundation	Qualify	$120K	10%	73%	74%	49%	SaT	Evans Kathryn	Nov 23, 2025
Unified Technology Modernization Solution (Amended) Coastal Banking Foundation	Identify	$33K	40%	83%	95%	74%	Assurance	Bell Kelly	Jan 30, 2024
Responsive Regulatory Reporting Phase I - FY25 Pine Aerospace Alliance	Closing	$471	100%	91%	95%	86%	Tax	Anderson Helmut	Dec 31, 2024
Core Risk Management Workshop - FY25 Pine Aerospace Alliance	Closing	$566	100%	91%	95%	86%	Tax	Anderson Helmut	Dec 31, 2024
Optimized Business Intelligence Enhancement - Renewal Pine Aerospace Alliance	Closing	$739	100%	91%	95%	85%	Tax	Anderson Helmut	Dec 31, 2024
Proactive Cloud Migration Phase III - Extension Pine Aerospace Alliance	Closing	$424	100%	91%	95%	85%	Tax	Anderson Helmut	Dec 31, 2024
Strategic Process Improvement Engagement Pine Aerospace Alliance	Closing	$99	100%	92%	95%	91%	Tax	Anderson Helmut	Dec 31, 2024

GPS Sales and Pipeline

Orion Institute

Key People

All Opportunities (28)