Summit Financial Group

Azure Agency · USLI

Open Pipeline

$176.5M

106 open

Expected Value

$36.7M

P(Pursue)×P(Win)×Value

Win Rate

15%

11W / 8L

Won Revenue

$21.9M

11 deals won

Avg P(Pursue)

48%

Avg Pwin A

48%

Avg Pwin B

33%

Service Lines

Pipeline by Stage

Value by Service Line

Consulting

Assurance

Tax

SaT

Key People

Liu LarryLarsen KatherinePerry WeiWilson MiguelMyers PaulDavis BeverlyVan der Berg DorisSchäfer GloriaSmith BrittanyFernandez RuthReed AndréYang AkiraTorres FritzWeber YukiBennett MatthewWright BenjaminLi AnnDubois KatherineRichardson Helen

All Opportunities (177)

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Adaptive Legacy System Modernization Azure Agency	ClosingLost	$6.4M	25%	--	--	--	Consulting	Larsen Katherine	Dec 19, 2023
Regional Risk Management Blueprint Azure Agency	PursueDeclined	$1	75%	--	--	--	Consulting	Liu Larry	Mar 24, 2025
Global Market Entry Extension - Renewal Azure Agency	Pursue	$657K	75%	--	--	--	Consulting	Wilson Miguel	Apr 7, 2025
Integrated Cost Optimization Roadmap - Phase 3 Azure Agency	IdentifyDeclined	$1	50%	--	--	--	Consulting	Larsen Katherine	Sep 26, 2025
Optimized Inclusion & Diversity Integration - Renewal Azure Agency	IdentifyDeclined	$1.5M	50%	--	--	--	Consulting	Liu Larry	Oct 15, 2025
Enhanced Procurement Deployment Azure Agency	IdentifyDeclined	$900K	25%	--	--	--	Consulting	Wilson Miguel	May 21, 2025
Holistic Legacy System Extension (Revised) Azure Agency	IdentifyDeclined	$1.0M	50%	--	--	--	Consulting	Davis Beverly	Jan 16, 2026
Adaptive Revenue Assurance Assessment - Phase 2 Azure Agency	IdentifyDeclined	$1.0M	25%	--	--	--	Consulting	Liu Larry	Nov 4, 2024
Intelligent Internal Audit Workshop Azure Agency	QualifyDeclined	$0	50%	--	--	--	Consulting	Van der Berg Doris	May 28, 2024
Modernized Sustainability Framework - Phase 2 Azure Agency	ClosingLost	$300K	25%	--	--	--	Consulting	Davis Beverly	Jun 18, 2025
Optimized Finance Migration - Renewal Azure Agency	IdentifyDeclined	$150K	25%	--	--	--	Consulting	Van der Berg Doris	Jan 23, 2024
Core Legacy System Pilot Azure Agency	PursueDeclined	$1	75%	--	--	--	Consulting	Liu Larry	May 28, 2025
Automated Technology Modernization Review - FY25 Azure Agency	ClosingDeclined	$200K	75%	--	--	--	Consulting	Liu Larry	Feb 26, 2025
Cross-Functional ERP Implementation Migration Azure Agency	IdentifyDeclined	$100K	50%	--	--	--	Assurance	Liu Larry	Mar 12, 2024
Proactive IT Infrastructure Renewal Azure Agency	ClosingLost	$894K	25%	--	--	--	Assurance	Smith Brittany	Jun 13, 2025
Foundational Procurement Workshop Azure Agency	ClosingWon	$400K	90%	--	--	--	Assurance	Myers Paul	Nov 4, 2024
Modernized Asset Management Framework (Amended) Azure Agency	Qualify	$1.2M	10%	--	--	--	Consulting	Larsen Katherine	Mar 4, 2025
Enterprise Performance Management Automation - FY25 Azure Agency	IdentifyDeclined	$150K	25%	--	--	--	Consulting	Van der Berg Doris	Jan 23, 2024
Resilient Talent Strategy Roadmap - Extension Azure Agency	IdentifyDeclined	$500K	10%	--	--	--	Consulting	Liu Larry	Mar 7, 2025
Multi-Phase IT Infrastructure Automation - Extension Azure Agency	PursueDeclined	$1.5M	70%	--	--	--	Consulting	Wilson Miguel	Sep 4, 2025
Enterprise Data Analytics Assessment - FY25 Azure Agency	ClosingWon	$1.7M	75%	--	--	--	Consulting	Reed André	Oct 15, 2025
Intelligent Asset Management Transformation Azure Agency	PursueDeclined	$840K	70%	--	--	--	Consulting	Larsen Katherine	Mar 4, 2025
Transformative Tax Reform Roadmap - Pilot Azure Agency	Identify	$5.0M	25%	--	--	--	Consulting	Liu Larry	Apr 17, 2024
Agile Legacy System Program - Pilot Azure Agency	IdentifyDeclined	$1	50%	--	--	--	Consulting	Davis Beverly	Sep 2, 2025
Innovative Regulatory Reporting Framework - Extension Azure Agency	IdentifyDeclined	$1	10%	--	--	--	Consulting	Yang Akira	Oct 4, 2024
Foundational Regulatory Reporting Engagement - Renewal Azure Agency	QualifyDeclined	$250K	50%	--	--	--	Consulting	Larsen Katherine	Dec 19, 2024
Accelerated Program Management Roadmap Azure Agency	ClosingWon	$1.2M	75%	--	--	--	Consulting	Wilson Miguel	Aug 22, 2023
Foundational Stakeholder Engagement Migration - Phase 3 Azure Agency	ClosingWon	$149K	50%	--	--	--	Consulting	Larsen Katherine	Oct 1, 2025
Holistic Governance Assessment Azure Agency	IdentifyDeclined	$1.0M	50%	--	--	--	Consulting	Liu Larry	Dec 19, 2024
Modernized Revenue Assurance Phase I - Phase 3 Azure Agency	Qualify	$1.5M	25%	--	--	--	Consulting	Liu Larry	Sep 5, 2024
Innovative Process Improvement Redesign (Revised) Azure Agency	PursueDeclined	$1	25%	--	--	--	SaT	Torres Fritz	Aug 20, 2025
Scalable Talent Strategy Enhancement Azure Agency	Qualify	$1	20%	--	--	--	SaT	Weber Yuki	Dec 12, 2025
Cross-Functional Digital Transformation Phase I - Phase 2 Azure Agency	IdentifyDeclined	$1	10%	--	--	--	Consulting	Larsen Katherine	Dec 13, 2024
Resilient Inclusion & Diversity Automation - Extension Azure Agency	QualifyDeclined	$325K	50%	--	--	--	Consulting	Liu Larry	Sep 6, 2024
Agile Regulatory Reporting Blueprint (Amended) Azure Agency	ClosingDeclined	$1	10%	--	--	--	Consulting	Wilson Miguel	Aug 25, 2025
Accelerated Talent Strategy Pilot Azure Agency	QualifyDeclined	$300K	50%	--	--	--	Consulting	Liu Larry	Dec 11, 2024
Regional Program Management Scale-Up (Revised) Azure Agency	QualifyDeclined	$1.0M	50%	--	--	--	Consulting	Li Ann	Jun 25, 2024
Strategic Governance Redesign (Revised) Azure Agency	ClosingDeclined	$1.5M	25%	--	--	--	Consulting	Wright Benjamin	Apr 1, 2025
Enhanced Revenue Assurance Enhancement Azure Agency	ClosingLost	$3.0M	25%	--	--	--	Consulting	Davis Beverly	Jun 18, 2025
Transformative Governance Migration - Extension Azure Agency	QualifyDeclined	$390K	10%	--	--	--	Consulting	Davis Beverly	Oct 6, 2025
Comprehensive Regulatory Reporting Phase III - Phase 2 Azure Agency	IdentifyDeclined	$799K	10%	--	--	--	Consulting	Liu Larry	May 12, 2025
Multi-Phase Procurement Phase II - Extension Azure Agency	QualifyDeclined	$500K	50%	--	--	--	Consulting	Van der Berg Doris	May 28, 2024
Agile Performance Management Strategy Azure Agency	QualifyDeclined	$0	50%	--	--	--	Consulting	Liu Larry	Sep 6, 2024
Unified Regulatory Reporting Solution - FY26 Azure Agency	IdentifyDeclined	$1	35%	--	--	--	Consulting	Perry Wei	Aug 14, 2025
Cross-Functional Governance Strategy - Pilot Azure Agency	ClosingLost	$4.9M	25%	--	--	--	Consulting	Liu Larry	May 12, 2025
Scalable Data Analytics Phase III - FY25 Azure Agency	IdentifyDeclined	$4.0M	25%	--	--	--	Consulting	Larsen Katherine	Oct 31, 2024
Optimized Compliance Advisory - FY25 Azure Agency	QualifyDeclined	$0	50%	--	--	--	Consulting	Li Ann	Jun 25, 2024
Responsive Process Improvement Advisory Azure Agency	PursueLost	$710K	75%	--	--	--	Consulting	Wilson Miguel	Apr 7, 2025
Integrated Platform Integration Consolidation Azure Agency	ClosingWon	$798K	75%	--	--	--	Consulting	Davis Beverly	Sep 2, 2025
Next-Gen Talent Strategy Phase II Azure Agency	ClosingWon	$389K	75%	--	--	--	Consulting	Wilson Miguel	Jul 18, 2025
Next-Gen Regulatory Reporting Platform - Phase 3 Azure Agency	ClosingWon	$1.6M	75%	--	--	--	Consulting	Wilson Miguel	Jul 18, 2025
Regional Governance Program (Revised) Azure Agency	ClosingWon	$666K	90%	--	--	--	Consulting	Wilson Miguel	Sep 10, 2025
Modernized Asset Management Enhancement Azure Agency	Qualify	$1.5M	75%	--	--	--	Consulting	Wilson Miguel	Feb 17, 2026
Transformative Market Entry Optimization (Revised) Azure Agency	Identify	$398K	10%	--	--	--	Consulting	Liu Larry	May 12, 2025
Resilient Change Management Assessment - Pilot Azure Agency	QualifyDeclined	$1.2M	10%	--	--	--	Consulting	Davis Beverly	Jan 9, 2025
Scalable Service Delivery Integration - Renewal Azure Agency	QualifyDeclined	$1.0M	10%	--	--	--	Consulting	Larsen Katherine	Nov 11, 2024
Dynamic Revenue Assurance Enhancement - Phase 2 Azure Agency	QualifyDeclined	$500K	50%	--	--	--	Consulting	Van der Berg Doris	May 28, 2024
Comprehensive Legacy System Engagement - FY26 Azure Agency	ClosingWon	$147K	75%	--	--	--	Consulting	Wilson Miguel	Jul 18, 2025
Strategic Stakeholder Engagement Deployment - FY26 Azure Agency	IdentifyDeclined	$1	10%	--	--	--	Consulting	Liu Larry	Mar 17, 2025
Next-Gen Legacy System Phase III Azure Agency	ClosingLost	$11.7M	25%	--	--	--	Consulting	Larsen Katherine	Apr 18, 2025
Foundational Cloud Migration Strategy (Amended) Azure Agency	IdentifyDeclined	$1	10%	--	--	--	Consulting	Larsen Katherine	Jun 20, 2025
Digital Data Analytics Blueprint - Pilot Azure Agency	Closing	$160K	95%	--	--	--	Consulting	Larsen Katherine	Jan 27, 2026
Advanced Program Management Deployment - Extension Azure Agency	Closing	$0	95%	--	--	--	Consulting	Larsen Katherine	Jan 27, 2026
End-to-End Business Intelligence Program Azure Agency	IdentifyDeclined	$500K	10%	--	--	--	Consulting	Larsen Katherine	Dec 19, 2023
Dynamic Workforce Planning Phase III Azure Agency	Qualify	$1.5M	25%	--	--	--	Consulting	Wilson Miguel	Nov 29, 2025
Enhanced Finance Advisory - Phase 3 Azure Agency	IdentifyDeclined	$200K	10%	--	--	--	Consulting	Myers Paul	Jul 25, 2025
Unified Operations Pilot - FY26 Azure Agency	Identify	$1.2M	10%	--	--	--	Consulting	Liu Larry	Sep 6, 2024
Strategic Digital Transformation Platform - Extension Azure Agency	IdentifyDeclined	$500K	10%	--	--	--	SaT	Richardson Helen	Sep 23, 2025
Modernized Operations Extension Azure Agency	IdentifyDeclined	$0	25%	--	--	--	SaT	Liu Larry	Jun 25, 2025
Innovative Process Improvement Program Azure Agency	PursueDeclined	$798K	75%	--	--	--	Consulting	Larsen Katherine	Mar 4, 2025
Agile Digital Transformation Assessment Azure Agency	QualifyDeclined	$325K	50%	--	--	--	Consulting	Liu Larry	Sep 6, 2024
Unified Business Intelligence Scale-Up Azure Agency	Qualify	$2.0M	25%	--	--	--	Consulting	Liu Larry	Jan 30, 2025
Foundational Platform Integration Implementation Azure Agency	QualifyDeclined	$0	50%	--	--	--	Consulting	Larsen Katherine	Dec 19, 2024
Extended Procurement Renewal (Amended) Azure Agency	Qualify	$1	20%	--	--	--	SaT	Weber Yuki	Dec 12, 2025
Enterprise Tax Reform Solution Azure Agency	ClosingLost	$800K	70%	--	--	--	Consulting	Perry Wei	Jan 6, 2025
Modernized Data Analytics Extension - Pilot Azure Agency	PursueDeclined	$342K	50%	--	--	--	Consulting	Liu Larry	Oct 28, 2024
Extended Workforce Planning Workshop (Amended) Azure Agency	ClosingDeclined	$1.5M	25%	--	--	--	Consulting	Wright Benjamin	Apr 1, 2025
Unified Process Improvement Scale-Up - Phase 2 Azure Agency	ClosingWon	$1.0M	75%	--	--	--	Consulting	Wilson Miguel	Jul 18, 2025
Optimized Risk Management Proof of Concept - Phase 3 Azure Agency	IdentifyDeclined	$450K	25%	--	--	--	SaT	Liu Larry	Jun 25, 2025
Critical Regulatory Reporting Enhancement - Extension Azure Agency	IdentifyDeclined	$300K	10%	--	--	--	Assurance	Myers Paul	Jul 25, 2025
Advanced Asset Management Advisory Azure Agency	PursueDeclined	$821K	70%	--	--	--	Consulting	Larsen Katherine	Mar 4, 2025
Dynamic Performance Management Workshop Azure Agency	ClosingWon	$2.1M	75%	--	--	--	Consulting	Liu Larry	Apr 17, 2024
Automated IT Infrastructure Phase III Azure Agency	IdentifyDeclined	$300K	10%	--	--	--	Consulting	Liu Larry	Jan 15, 2025
Integrated Supply Chain Redesign - FY25 Azure Agency	IdentifyDeclined	$1	50%	--	--	--	Consulting	Davis Beverly	Sep 2, 2025
Adaptive Market Entry Blueprint Azure Agency	Identify	$1	10%	7%	27%	13%	Consulting	Liu Larry	Aug 9, 2024
Innovative Governance Modernization - Phase 2 Azure Agency	Identify	$1	10%	7%	27%	13%	Consulting	Liu Larry	Aug 9, 2024
High-Impact Data Analytics Architecture (Revised) Azure Agency	Identify	$1	10%	8%	21%	11%	Consulting	Liu Larry	Feb 17, 2026
Enterprise Platform Integration Transformation - FY26 Azure Agency	Identify	$1	10%	11%	33%	15%	Consulting	Liu Larry	Aug 9, 2024
Enhanced Revenue Assurance Diagnostic (Amended) Azure Agency	Qualify	$500K	50%	14%	61%	32%	Consulting	Van der Berg Doris	Dec 4, 2023
Unified Business Intelligence Proof of Concept Azure Agency	Qualify	$1.0M	25%	16%	66%	41%	Consulting	Wilson Miguel	Apr 29, 2025
Optimized Workforce Planning Assessment Azure Agency	Pursue	$1.5M	25%	18%	52%	7%	Consulting	Davis Beverly	Aug 15, 2025
Innovative Risk Management Engagement Azure Agency	Identify	$1.5M	10%	19%	18%	6%	Consulting	Liu Larry	Feb 12, 2026
Next-Gen Tax Reform Redesign - Extension Azure Agency	Pursue	$100K	25%	21%	57%	34%	Consulting	Myers Paul	Jan 21, 2026
Extended Operations Transformation - Pilot Azure Agency	Identify	$4.5M	25%	23%	15%	3%	Consulting	Liu Larry	Sep 22, 2025
Scalable Stakeholder Engagement Redesign - Extension Azure Agency	Qualify	$5.0M	10%	23%	14%	3%	Consulting	Liu Larry	Jan 17, 2025
Adaptive Legacy System Advisory - FY26 Azure Agency	Identify	$2.0M	25%	23%	20%	6%	Consulting	Van der Berg Doris	Sep 22, 2025
Global Risk Management Automation - Phase 2 Azure Agency	Identify	$500K	10%	24%	20%	8%	Consulting	Liu Larry	May 12, 2025
Adaptive Digital Transformation Roadmap (Revised) Azure Agency	Pursue	$0	50%	24%	74%	59%	Consulting	Larsen Katherine	Mar 28, 2025
Holistic Quality Assurance Assessment Azure Agency	Qualify	$500K	25%	25%	24%	9%	Consulting	Liu Larry	Nov 15, 2024
Enhanced Legacy System Initiative - Extension Azure Agency	Pursue	$0	50%	27%	26%	14%	Consulting	Larsen Katherine	Oct 6, 2022
Unified Process Improvement Platform - Phase 3 Azure Agency	Pursue	$0	50%	27%	26%	14%	Consulting	Larsen Katherine	Oct 6, 2022
Modernized Service Delivery Transformation Azure Agency	Pursue	$0	50%	27%	27%	14%	Consulting	Perry Wei	Oct 27, 2025
Holistic Finance Integration - Phase 2 Azure Agency	Identify	$0	25%	28%	17%	11%	Consulting	Liu Larry	Sep 22, 2025
Core ERP Implementation Deployment - Extension Azure Agency	Identify	$3.2M	10%	28%	4%	3%	Consulting	Perry Wei	Jan 27, 2026
Strategic Process Improvement Consolidation Azure Agency	Qualify	$15.0M	10%	28%	19%	4%	Consulting	Perry Wei	Oct 21, 2025
Integrated Stakeholder Engagement Migration Azure Agency	Pursue	$1.0M	25%	28%	19%	4%	Consulting	Davis Beverly	Dec 2, 2025
Global Internal Audit Proof of Concept - Renewal Azure Agency	Pursue	$250K	50%	29%	74%	38%	Consulting	Larsen Katherine	Mar 28, 2025
Sustainable Governance Optimization - FY26 Azure Agency	Qualify	$800K	15%	29%	16%	4%	Consulting	Liu Larry	Jun 19, 2025
Automated Data Analytics Strategy Azure Agency	Identify	$2.0M	10%	30%	29%	8%	Consulting	Liu Larry	Sep 5, 2024
Integrated Stakeholder Engagement Pilot - Phase 3 Azure Agency	Identify	$600K	10%	30%	16%	6%	Consulting	Liu Larry	Dec 19, 2024
Digital Quality Assurance Integration Azure Agency	Qualify	$800K	15%	30%	18%	4%	Consulting	Liu Larry	Jun 19, 2025
Automated Tax Reform Phase III - Phase 3 Azure Agency	Qualify	$800K	10%	30%	19%	4%	Consulting	Fernandez Ruth	Dec 17, 2025
Integrated Service Delivery Program - Phase 2 Azure Agency	Identify	$250K	25%	30%	51%	10%	Consulting	Liu Larry	Aug 8, 2024
Agile Workforce Planning Enhancement Azure Agency	Identify	$500K	10%	30%	63%	10%	Consulting	Van der Berg Doris	Feb 5, 2024
Integrated Stakeholder Engagement Framework - Extension Azure Agency	Identify	$1.0M	25%	30%	12%	3%	Consulting	Van der Berg Doris	Sep 22, 2025
Critical Technology Modernization Automation Azure Agency	Pursue	$7.0M	50%	30%	23%	14%	Consulting	Larsen Katherine	Oct 6, 2022
Next-Gen Tax Reform Review (Amended) Azure Agency	Pursue	$1.3M	50%	31%	29%	6%	Consulting	Davis Beverly	Dec 2, 2025
High-Impact Business Intelligence Proof of Concept Azure Agency	Qualify	$300K	50%	31%	48%	13%	Consulting	Wright Benjamin	Jan 17, 2023
Foundational Process Improvement Platform - FY26 Azure Agency	Qualify	$1.0M	50%	32%	24%	5%	Consulting	Wilson Miguel	Dec 7, 2023
Proactive Legacy System Platform - FY26 Azure Agency	Qualify	$1.0M	10%	32%	16%	4%	Consulting	Liu Larry	Jan 17, 2025
Enhanced Customer Experience Blueprint Azure Agency	Identify	$250K	25%	34%	54%	12%	Consulting	Liu Larry	Aug 8, 2024
Enhanced Technology Modernization Migration - Phase 3 Azure Agency	Qualify	$200K	25%	34%	27%	11%	Consulting	Liu Larry	Dec 1, 2021
Predictive Cloud Migration Strategy (Amended) Azure Agency	Qualify	$200K	20%	34%	16%	11%	Consulting	Dubois Katherine	Jan 13, 2026
Critical Revenue Assurance Phase I - Phase 2 Azure Agency	Pursue	$245K	50%	34%	22%	12%	Consulting	Perry Wei	Oct 27, 2025
Advanced Talent Strategy Consolidation Azure Agency	Qualify	$250K	15%	35%	27%	11%	Consulting	Liu Larry	Jun 19, 2025
Innovative Technology Modernization Blueprint - FY26 Azure Agency	Qualify	$0	25%	35%	22%	17%	Consulting	Liu Larry	Jul 10, 2025
Comprehensive Compliance Pilot - FY26 Azure Agency	Identify	$1	10%	35%	29%	8%	Consulting	Liu Larry	Sep 5, 2024
Resilient Internal Audit Modernization Azure Agency	Qualify	$786K	10%	37%	50%	5%	Consulting	Liu Larry	Apr 17, 2024
Extended Business Intelligence Implementation - Phase 2 Azure Agency	Identify	$15.0M	25%	37%	8%	4%	Consulting	Perry Wei	Oct 22, 2025
Intelligent Market Entry Framework Azure Agency	Pursue	$15.0M	50%	37%	13%	4%	Consulting	Perry Wei	Dec 19, 2024
Holistic Legacy System Program - Extension Azure Agency	Pursue	$1.5M	50%	37%	38%	8%	Consulting	Liu Larry	Sep 8, 2025
Comprehensive Performance Management Integration - Phase 3 Azure Agency	Identify	$626K	10%	38%	27%	7%	Consulting	Liu Larry	Sep 6, 2024
Core Sustainability Modernization Azure Agency	Identify	$619K	10%	38%	21%	8%	Consulting	Liu Larry	May 12, 2025
Core Platform Integration Extension Azure Agency	Identify	$600K	10%	38%	18%	5%	SaT	Schäfer Gloria	Mar 13, 2025
Automated Market Entry Engagement - Phase 2 Azure Agency	Pursue	$7.5M	50%	38%	17%	2%	Consulting	Larsen Katherine	Oct 6, 2022
Foundational Talent Strategy Redesign Azure Agency	Pursue	$0	50%	39%	24%	18%	Consulting	Perry Wei	Aug 30, 2025
Comprehensive Tax Reform Implementation Azure Agency	Identify	$9.0M	25%	39%	12%	3%	Consulting	Liu Larry	Sep 22, 2025
Cross-Functional Internal Audit Optimization (Amended) Azure Agency	Identify	$3.4M	50%	41%	17%	4%	Consulting	Liu Larry	Sep 5, 2024
Modernized Sustainability Advisory Azure Agency	Identify	$500K	10%	43%	15%	3%	Assurance	Myers Paul	Dec 2, 2025
Automated Compliance Advisory Azure Agency	Pursue	$1.0M	25%	44%	17%	9%	Assurance	Myers Paul	Jan 21, 2026
Automated Business Intelligence Strategy Azure Agency	Identify	$1.5M	25%	46%	12%	6%	Assurance	Myers Paul	Jan 21, 2026
Scalable Finance Integration - Pilot Azure Agency	Identify	$1.5M	25%	46%	13%	6%	Assurance	Myers Paul	Jan 21, 2026
Innovative Stakeholder Engagement Strategy - Phase 3 Azure Agency	Pursue	$0	25%	50%	23%	13%	Assurance	Myers Paul	Jan 21, 2026
Critical ERP Implementation Review Azure Agency	Identify	$2.0M	50%	52%	93%	74%	Consulting	Davis Beverly	Oct 16, 2025
Core Sustainability Redesign - FY26 Azure Agency	Identify	$1.5M	25%	54%	77%	66%	Consulting	Liu Larry	May 12, 2025
Dynamic Cost Optimization Phase I (Amended) Azure Agency	Identify	$6.0M	35%	59%	12%	3%	Assurance	Liu Larry	Sep 22, 2025
High-Impact Procurement Pilot - FY26 Azure Agency	Pursue	$150K	50%	62%	76%	51%	Consulting	Larsen Katherine	Mar 28, 2025
Comprehensive Business Intelligence Framework Azure Agency	Identify	$799K	50%	64%	73%	58%	Consulting	Liu Larry	Jun 9, 2025
High-Impact Supply Chain Blueprint - FY26 Azure Agency	Identify	$1.2M	50%	65%	82%	66%	Consulting	Liu Larry	Sep 5, 2024
Resilient Cost Optimization Scale-Up - FY25 Azure Agency	Pursue	$195K	90%	66%	93%	63%	Consulting	Liu Larry	Aug 15, 2025
Agile Governance Blueprint Azure Agency	Pursue	$1.4M	70%	67%	90%	77%	Consulting	Liu Larry	Aug 16, 2023
Scalable Operations Platform Azure Agency	Pursue	$375K	70%	67%	89%	76%	Consulting	Liu Larry	Aug 13, 2025
Core Compliance Automation Azure Agency	Pursue	$1.8M	70%	68%	89%	77%	Consulting	Liu Larry	Aug 13, 2025
Accelerated Regulatory Reporting Modernization - Phase 3 Azure Agency	Qualify	$400K	75%	69%	93%	68%	Consulting	Larsen Katherine	Feb 5, 2026
End-to-End Procurement Enhancement Azure Agency	Pursue	$600K	50%	70%	82%	66%	Consulting	Larsen Katherine	Mar 28, 2025
Global Talent Strategy Integration Azure Agency	Qualify	$780K	50%	70%	85%	53%	Consulting	Liu Larry	Oct 8, 2025
Cross-Functional Asset Management Migration - FY25 Azure Agency	Pursue	$730K	75%	70%	80%	54%	Consulting	Liu Larry	Aug 15, 2025
Accelerated Risk Management Advisory (Revised) Azure Agency	Pursue	$6.0M	75%	71%	69%	53%	Consulting	Liu Larry	Jan 29, 2025
Dynamic Business Intelligence Diagnostic - FY26 Azure Agency	Qualify	$100K	10%	77%	21%	3%	Tax	Fernandez Ruth	Dec 17, 2025
Automated Platform Integration Optimization (Amended) Azure Agency	Identify	$600K	10%	79%	17%	4%	Tax	Schäfer Gloria	Mar 13, 2025
End-to-End Platform Integration Migration - Renewal Azure Agency	Identify	$250K	50%	81%	94%	94%	Consulting	Wilson Miguel	Oct 17, 2025
Resilient Tax Reform Integration (Revised) Azure Agency	Pursue	$200K	50%	84%	91%	93%	Consulting	Liu Larry	Feb 26, 2025
Innovative Governance Program Azure Agency	Pursue	$1.6M	75%	88%	99%	90%	Consulting	Van der Berg Doris	Jun 19, 2025
Agile Legacy System Engagement Azure Agency	Pursue	$1.6M	75%	88%	92%	90%	Consulting	Van der Berg Doris	Jun 19, 2025
Foundational IT Infrastructure Automation - Phase 3 Azure Agency	Pursue	$840K	70%	90%	87%	89%	Consulting	Davis Beverly	Oct 6, 2025
Modernized Regulatory Reporting Diagnostic - FY25 Azure Agency	Pursue	$1.8M	75%	90%	92%	90%	Consulting	Van der Berg Doris	Jun 19, 2025
Foundational Business Intelligence Transformation - Phase 2 Azure Agency	Pursue	$1.7M	75%	91%	92%	90%	Consulting	Van der Berg Doris	Jun 19, 2025
Foundational Cloud Migration Pilot Azure Agency	Pursue	$821K	70%	91%	94%	82%	Consulting	Davis Beverly	Oct 6, 2025
Responsive Quality Assurance Analysis Azure Agency	Pursue	$1.2M	75%	95%	94%	90%	Consulting	Wilson Miguel	Aug 22, 2023
Scalable Digital Transformation Engagement Azure Agency	Pursue	$1.2M	75%	95%	97%	92%	Consulting	Wilson Miguel	Aug 22, 2023
Extended Talent Strategy Automation Azure Agency	Identify	$1.9M	10%	95%	97%	92%	Consulting	Liu Larry	Sep 5, 2024
Cross-Functional Compliance Strategy - Renewal Azure Agency	Pursue	$1.7M	75%	95%	99%	92%	Consulting	Bennett Matthew	May 9, 2025
Extended Procurement Framework - Extension Azure Agency	Pursue	$1.7M	75%	95%	92%	92%	Consulting	Bennett Matthew	May 9, 2025
Core Workforce Planning Phase II (Revised) Azure Agency	Identify	$1,000K	10%	96%	97%	94%	Consulting	Liu Larry	Sep 5, 2024
Predictive Program Management Initiative Azure Agency	Identify	$955K	10%	96%	88%	82%	Consulting	Liu Larry	Sep 5, 2024
Extended Digital Transformation Engagement Azure Agency	Pursue	$2.5M	75%	97%	99%	91%	Assurance	Bennett Matthew	May 9, 2025
Next-Gen Procurement Roadmap - FY25 Azure Agency	Pursue	$2.5M	75%	97%	92%	91%	Assurance	Bennett Matthew	May 9, 2025

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