Terra Associates

24 clients: Legacy Information Network, Milestone Enterprises, Maple Worldwide +21 more · USLI

Open Pipeline

$66.4M

56 open

Expected Value

$12.2M

P(Pursue)×P(Win)×Value

Win Rate

33%

24W / 15L

Won Revenue

$9.2M

24 deals won

Avg P(Pursue)

50%

Avg Pwin A

56%

Avg Pwin B

34%

Service Lines

Pipeline by Stage

Value by Service Line

Consulting

SaT

Assurance

Tax

Key People

Van der Berg JudyCastillo KaylaOrtiz JustinTakahashi DebraJimenez MagnusAguilar Jean-PaulSingh DianaWatson CherylHill FrançoisCollins CatherineGupta SusanMendoza CharlotteJoshi CarolynYoung JeanAlvarez AndreaPrice KellyRomero DieterSchäfer ScottDe Vries LauraWilliams JeffreyMorgan KarenRichardson HelenWatson KathrynVargas LisaEvans JulieHall FengJohnson MiguelLiu BarbaraCampbell EmilyGray MariaDubois JosephFischer OlivierRamirez KevinSmith JasonNguyen Charles

All Opportunities (129)

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Adaptive ERP Implementation Solution - FY26 Legacy Information Network	IdentifyDeclined	$550K	10%	--	--	--	Assurance	Van der Berg Judy	Dec 13, 2023
Advanced IT Infrastructure Blueprint - Pilot Legacy Information Network	IdentifyDeclined	$300K	10%	--	--	--	Assurance	Van der Berg Judy	Dec 13, 2023
Optimized Service Delivery Proof of Concept - FY26 Maple Worldwide	ClosingWon	$384K	80%	--	--	--	Consulting	Takahashi Debra	Nov 3, 2025
Transformative Operations Modernization - FY26 Maple Worldwide	IdentifyDeclined	$75K	10%	--	--	--	Tax	Takahashi Debra	Jul 30, 2025
Comprehensive Technology Modernization Extension Maple Worldwide	QualifyDeclined	$65K	50%	--	--	--	Consulting	Takahashi Debra	Dec 12, 2024
Extended Cybersecurity Framework Maple Worldwide	ClosingWon	$40K	80%	--	--	--	Consulting	Takahashi Debra	Jan 12, 2026
Core Program Management Strategy Maple Worldwide	ClosingWon	$550K	50%	--	--	--	Consulting	Takahashi Debra	May 28, 2025
Foundational Regulatory Reporting Proof of Concept (Amended) Maple Worldwide	ClosingWon	$800K	80%	--	--	--	Consulting	Takahashi Debra	Feb 17, 2025
Extended Program Management Framework Maple Worldwide	IdentifyLost	$98K	10%	--	--	--	Consulting	Takahashi Debra	Oct 10, 2025
Holistic IT Infrastructure Consolidation - Extension Maple Worldwide	QualifyDeclined	$845K	50%	--	--	--	Consulting	Jimenez Magnus	Jul 30, 2025
Innovative Cloud Migration Implementation - Extension Gamma Defense Associates	ClosingDeclined	$1	50%	--	--	--	SaT	Aguilar Jean-Paul	Jun 26, 2024
Accelerated Workforce Planning Renewal (Revised) Gamma Defense Associates	ClosingWon	$50K	10%	--	--	--	Consulting	Singh Diana	Feb 25, 2025
Accelerated Legacy System Pilot - Phase 2 Maple Worldwide	ClosingWon	$700K	80%	--	--	--	Consulting	Takahashi Debra	Apr 25, 2025
Extended Technology Modernization Migration Gamma Defense Associates	ClosingWon	$85K	60%	--	--	--	Assurance	Hill François	Dec 3, 2025
Enhanced Performance Management Transformation (Revised) Gamma Defense Associates	ClosingWon	$15K	60%	--	--	--	Consulting	Hill François	Dec 3, 2025
Global Operations Engagement Gamma Defense Associates	IdentifyDeclined	$3.0M	10%	--	--	--	Consulting	Collins Catherine	Apr 1, 2024
Intelligent Procurement Strategy Maple Worldwide	ClosingWon	$65K	80%	--	--	--	Consulting	Takahashi Debra	Sep 4, 2025
Critical Cloud Migration Extension Gamma Defense Associates	Identify	$500K	10%	--	--	--	Consulting	Gupta Susan	Mar 4, 2025
Cross-Functional Change Management Integration Gamma Defense Associates	PursueDeclined	$249K	70%	--	--	--	Consulting	Mendoza Charlotte	Oct 8, 2025
Transformative Stakeholder Engagement Workshop - Renewal Gamma Defense Associates	Identify	$60K	10%	--	--	--	Consulting	Singh Diana	Aug 15, 2025
Critical Cybersecurity Phase II Gamma Defense Associates	ClosingWon	$1.4M	85%	--	--	--	SaT	Aguilar Jean-Paul	May 29, 2025
Sustainable Revenue Assurance Workshop Gamma Defense Associates	ClosingWon	$1.5M	85%	--	--	--	SaT	Aguilar Jean-Paul	Dec 12, 2024
Cross-Functional Cloud Migration Analysis - FY26 Gamma Defense Associates	IdentifyDeclined	$2.0M	10%	--	--	--	Consulting	Singh Diana	Apr 28, 2025
Resilient Compliance Program Gamma Defense Associates	IdentifyDeclined	$200K	10%	--	--	--	Consulting	Joshi Carolyn	Jun 24, 2025
Cross-Functional Procurement Architecture (Revised) Gamma Defense Associates	Qualify	$200K	40%	--	--	--	Consulting	Gupta Susan	Mar 4, 2025
Comprehensive Sustainability Modernization - FY25 Gamma Defense Associates	ClosingWon	$3.8M	75%	--	--	--	Consulting	Singh Diana	Apr 28, 2025
Sustainable Platform Integration Diagnostic Gamma Defense Associates	IdentifyDeclined	$2.0M	10%	--	--	--	Consulting	Singh Diana	Apr 28, 2025
Transformative Program Management Extension (Revised) Gamma Defense Associates	ClosingWon	$50K	70%	--	--	--	Consulting	Singh Diana	Aug 15, 2025
Intelligent Data Analytics Scale-Up Foundation Compliance Capital	QualifyDeclined	$50K	50%	--	--	--	Consulting	Young Jean	Feb 26, 2024
Enhanced Cloud Migration Integration Marble Aerospace Resources	Closing	$1	10%	--	--	--	Consulting	Takahashi Debra	Sep 30, 2025
Scalable Tax Reform Diagnostic (Amended) Marble Aerospace Resources	PursueLost	$190K	25%	--	--	--	SaT	Alvarez Andrea	Jul 9, 2025
High-Impact ERP Implementation Diagnostic - Phase 3 Milestone Enterprises	PursueDeclined	$250K	50%	--	--	--	Consulting	Price Kelly	May 13, 2025
Enhanced Asset Management Phase II - FY25 Milestone Enterprises	ClosingWon	$500K	75%	--	--	--	Consulting	Collins Catherine	Jun 26, 2025
Agile Regulatory Reporting Automation - Extension Milestone Enterprises	PursueDeclined	$250K	50%	--	--	--	Consulting	Price Kelly	May 13, 2025
Transformative Data Analytics Modernization - Renewal Milestone Enterprises	IdentifyDeclined	$300K	95%	--	--	--	Consulting	Collins Catherine	Jun 26, 2025
Strategic Finance Redesign Milestone Enterprises	IdentifyDeclined	$250K	30%	--	--	--	Consulting	Joshi Carolyn	Nov 1, 2025
Unified Platform Integration Diagnostic (Revised) Milestone Enterprises	IdentifyLost	$1	10%	--	--	--	Consulting	Collins Catherine	Nov 24, 2025
End-to-End Sustainability Strategy Milestone Enterprises	ClosingWon	$500K	75%	--	--	--	Consulting	Collins Catherine	Jun 26, 2025
Multi-Phase Stakeholder Engagement Assessment - Phase 3 Milestone Enterprises	Closing	$1.8M	75%	--	--	--	Consulting	Joshi Carolyn	Aug 7, 2025
Multi-Phase Procurement Phase I (Amended) Milestone Enterprises	ClosingWon	$1.5M	75%	--	--	--	Consulting	Collins Catherine	Jun 26, 2025
Critical Supply Chain Modernization Legacy Information Network	Closing	$1	75%	--	--	--	Consulting	De Vries Laura	Feb 18, 2026
Modernized Governance Framework Legacy Information Network	Closing	$1	75%	--	--	--	Consulting	De Vries Laura	Feb 18, 2026
Core Change Management Diagnostic - Renewal Lake Worldwide	QualifyDeclined	$25K	50%	--	--	--	Tax	Williams Jeffrey	Oct 30, 2025
Intelligent Operations Review Lake Worldwide	ClosingWon	$25K	85%	--	--	--	Tax	Williams Jeffrey	Jan 27, 2026
Comprehensive Performance Management Platform Electra Technical Federation	IdentifyDeclined	$450K	30%	--	--	--	Consulting	Morgan Karen	Apr 8, 2025
Optimized Platform Integration Initiative (Revised) Electra Technical Federation	IdentifyDeclined	$400K	30%	--	--	--	Consulting	Morgan Karen	Apr 8, 2025
Strategic Change Management Consolidation - Phase 2 Bridgepoint Authority	ClosingLost	$500K	35%	--	--	--	SaT	Richardson Helen	Jun 10, 2025
Automated Compliance Deployment (Amended) Bridgepoint Authority	ClosingLost	$0	35%	--	--	--	Tax	Richardson Helen	Jun 10, 2025
Automated Program Management Workshop Bridgepoint Authority	ClosingLost	$1.2M	35%	--	--	--	SaT	Richardson Helen	Jun 10, 2025
Proactive Workforce Planning Implementation - FY26 Catalyst Information Consortium	ClosingWon	$1.6M	85%	--	--	--	Consulting	Watson Kathryn	Oct 28, 2025
Innovative Asset Management Scale-Up - Extension Catalyst Information Consortium	Closing	$44K	60%	--	--	--	Consulting	Watson Kathryn	Nov 15, 2025
Modernized Procurement Consolidation - Renewal Catalyst Information Consortium	ClosingDeclined	$1.6M	85%	--	--	--	Consulting	Watson Kathryn	May 6, 2025
Extended Cloud Migration Advisory Prism Operational Worldwide	Identify	$500K	10%	--	--	--	Consulting	Takahashi Debra	Feb 10, 2026
Sustainable Governance Engagement - Pilot Pyro Digital Ventures	Identify	$320K	10%	--	--	--	Consulting	Vargas Lisa	Feb 6, 2026
Core Stakeholder Engagement Renewal - FY26 Cornerstone Operational Enterprises	Qualify	$500K	20%	--	--	--	Consulting	Evans Julie	May 2, 2024
Intelligent Tax Reform Workshop Cornerstone Operational Enterprises	ClosingWon	$325K	70%	--	--	--	Consulting	Evans Julie	Sep 17, 2025
Unified Program Management Extension - Extension Beta Foundation	PursueLost	$770K	10%	--	--	--	Consulting	Joshi Carolyn	Sep 8, 2025
Optimized Asset Management Optimization - Phase 3 Milestone Regional Commission	IdentifyDeclined	$150K	10%	--	--	--	Consulting	Takahashi Debra	Sep 16, 2025
Digital Customer Experience Workshop - FY25 Legacy Information Network	PursueDeclined	$1.6M	40%	--	--	--	Consulting	Young Jean	Feb 10, 2025
Automated Data Analytics Workshop (Revised) Milestone Regional Commission	PursueLost	$400K	50%	--	--	--	Consulting	Takahashi Debra	Jul 21, 2025
Optimized Change Management Blueprint - Extension Legacy Information Network	Identify	$750K	10%	--	--	--	SaT	Liu Barbara	Oct 22, 2025
Enhanced Talent Strategy Migration Legacy Information Network	IdentifyLost	$10K	25%	--	--	--	Tax	Liu Barbara	Feb 28, 2025
Adaptive Compliance Implementation Legacy Information Network	QualifyDeclined	$1	75%	--	--	--	Consulting	De Vries Laura	Oct 13, 2025
Enterprise ERP Implementation Roadmap - FY26 Legacy Information Network	IdentifyLost	$220K	25%	--	--	--	SaT	Liu Barbara	Feb 28, 2025
Scalable Digital Transformation Renewal - Phase 3 Legacy Information Network	IdentifyLost	$300K	10%	--	--	--	Consulting	Takahashi Debra	Apr 21, 2025
Intelligent Supply Chain Initiative Legacy Information Network	QualifyDeclined	$1	10%	--	--	--	Consulting	De Vries Laura	Jun 18, 2025
Resilient Compliance Workshop Legacy Information Network	ClosingWon	$150K	90%	--	--	--	Tax	Campbell Emily	Jun 13, 2025
Optimized Risk Management Proof of Concept Milestone Regional Commission	Identify	$183K	10%	--	--	--	Assurance	Hill François	Dec 9, 2025
Integrated Performance Management Workshop - Extension Milestone Regional Commission	Identify	$183K	10%	--	--	--	Assurance	Hill François	Dec 9, 2025
Predictive Business Intelligence Blueprint - Renewal Legacy Information Network	QualifyDeclined	$1	75%	--	--	--	Consulting	De Vries Laura	Oct 13, 2025
Unified Quality Assurance Renewal Legacy Information Network	IdentifyLost	$10K	25%	--	--	--	Tax	Liu Barbara	Feb 28, 2025
Transformative Platform Integration Program - FY26 Legacy Information Network	IdentifyLost	$10K	25%	--	--	--	Tax	Liu Barbara	Feb 28, 2025
Accelerated Service Delivery Scale-Up - Phase 2 Legacy Information Network	ClosingWon	$10K	90%	--	--	--	Tax	Campbell Emily	Jun 13, 2025
Global Performance Management Scale-Up - Renewal Legacy Information Network	IdentifyDeclined	$5.0M	10%	--	--	--	Consulting	Takahashi Debra	Feb 2, 2026
Unified Quality Assurance Transformation - Renewal Legacy Information Network	IdentifyDeclined	$25K	25%	--	--	--	Tax	Gray Maria	Aug 4, 2025
Sustainable Cloud Migration Transformation - Extension Legacy Information Network	Identify	$1.5M	10%	--	--	--	Tax	Dubois Joseph	Feb 3, 2026
Advanced Cybersecurity Enhancement (Revised) Legacy Information Network	IdentifyDeclined	$1	10%	--	--	--	Consulting	Takahashi Debra	Oct 21, 2025
High-Impact Business Intelligence Consolidation - FY26 Legacy Information Network	IdentifyDeclined	$500K	10%	--	--	--	Consulting	Takahashi Debra	Nov 5, 2025
Agile Talent Strategy Integration - Phase 2 Cedar Banking Group	PursueLost	$725K	25%	--	--	--	Consulting	Joshi Carolyn	Sep 8, 2025
Adaptive Inclusion & Diversity Pilot Cedar Banking Group	IdentifyDeclined	$1	10%	--	--	--	Consulting	De Vries Laura	Sep 30, 2025
Advanced Internal Audit Phase I - FY26 Cedar Banking Group	IdentifyDeclined	$2.0M	10%	--	--	--	Consulting	De Vries Laura	Aug 29, 2024
Global Platform Integration Program Cedar Banking Group	IdentifyDeclined	$3.0M	10%	--	--	--	Consulting	Ramirez Kevin	May 6, 2025
Holistic Technology Modernization Phase III - Pilot Cedar Banking Group	QualifyDeclined	$1	10%	--	--	--	Consulting	De Vries Laura	Sep 30, 2025
Adaptive Sustainability Implementation Prime Innovations	Closing	$579K	10%	--	--	--	Tax	Smith Jason	Dec 13, 2025
Cross-Functional Risk Management Initiative (Amended) Prime Innovations	QualifyLost	$1	25%	--	--	--	Consulting	De Vries Laura	Feb 18, 2025
Multi-Phase IT Infrastructure Consolidation - Extension Horizon Capital	ClosingWon	$68K	90%	--	--	--	Tax	Gray Maria	Nov 25, 2025
Digital Operations Pilot Horizon Capital	ClosingWon	$25K	90%	--	--	--	Tax	Gray Maria	Nov 25, 2025
Strategic Data Analytics Phase III - FY26 Prime Innovations	Closing	$431K	10%	--	--	--	Assurance	Smith Jason	Dec 13, 2025
Critical Workforce Planning Implementation (Amended) Horizon Capital	Identify	$500K	25%	--	--	--	SaT	Liu Barbara	Dec 17, 2025
Foundational Change Management Redesign - Pilot Frontier Ventures	IdentifyDeclined	$175K	10%	--	--	--	Tax	Williams Jeffrey	Aug 13, 2025
Accelerated Data Analytics Analysis Horizon Capital	ClosingWon	$25K	100%	--	--	--	Tax	Gray Maria	Aug 15, 2025
Enhanced Market Entry Integration - Phase 3 Horizon Capital	Pursue	$380K	90%	--	--	--	SaT	Nguyen Charles	Jan 30, 2026
Strategic Inclusion & Diversity Redesign (Revised) Milestone Enterprises	Identify	$1	10%	15%	26%	17%	Consulting	Schäfer Scott	Feb 27, 2025
High-Impact Sustainability Initiative Milestone Regional Commission	Identify	$1.5M	10%	18%	88%	71%	Consulting	Takahashi Debra	Aug 5, 2025
Foundational Compliance Automation (Amended) Milestone Enterprises	Identify	$7.5M	10%	20%	45%	5%	Consulting	Castillo Kayla	Mar 28, 2023
Agile Governance Framework - FY26 Milestone Regional Commission	Pursue	$500K	30%	25%	32%	11%	Consulting	Takahashi Debra	Nov 19, 2025
Critical Stakeholder Engagement Architecture (Amended) Golden Regulatory Systems	Identify	$425K	10%	25%	92%	66%	Consulting	Takahashi Debra	Feb 16, 2026
Advanced Performance Management Pilot - Extension Catalyst Information Consortium	Identify	$100K	10%	25%	93%	60%	Consulting	Takahashi Debra	Feb 3, 2026
Accelerated Program Management Phase II Milestone Regional Commission	Identify	$100K	10%	28%	58%	9%	Consulting	Takahashi Debra	Aug 26, 2025
High-Impact Market Entry Phase I - Renewal Catalyst Information Consortium	Identify	$1.6M	20%	30%	78%	71%	Consulting	Watson Kathryn	Jan 12, 2026
Adaptive Finance Deployment Beta Foundation	Identify	$250K	10%	30%	25%	9%	Consulting	Takahashi Debra	Jan 23, 2026
Core Market Entry Review - Extension Milestone Enterprises	Identify	$1.0M	10%	32%	46%	5%	Consulting	Castillo Kayla	Mar 28, 2023
Integrated Talent Strategy Scale-Up - FY25 Milestone Regional Commission	Identify	$1.3M	10%	34%	22%	9%	Consulting	Takahashi Debra	Jan 5, 2026
Holistic Operations Framework - Phase 2 Matrix Logistics	Pursue	$1.8M	10%	35%	62%	10%	Consulting	Takahashi Debra	Aug 26, 2025
Integrated Inclusion & Diversity Modernization National Energy Alliance	Closing	$75K	10%	40%	35%	17%	Consulting	Singh Diana	Feb 19, 2026
Strategic IT Infrastructure Review - FY25 Legacy Information Network	Identify	$10.0M	10%	40%	43%	3%	Consulting	Ortiz Justin	Jan 26, 2024
Integrated Cybersecurity Platform Cedar Banking Group	Identify	$10.0M	10%	40%	23%	3%	Consulting	Fischer Olivier	Dec 18, 2025
Transformative Procurement Enhancement Maple Worldwide	Identify	$50K	20%	42%	87%	47%	Assurance	Watson Cheryl	Feb 6, 2025
Global Customer Experience Framework Milestone Enterprises	Identify	$7.5M	10%	43%	60%	19%	Consulting	Castillo Kayla	Mar 28, 2023
Predictive Risk Management Transformation - Pilot Prism Operational Worldwide	Identify	$1	10%	43%	38%	19%	Consulting	Jimenez Magnus	Oct 13, 2025
Dynamic Finance Optimization - FY25 Milestone Regional Commission	Identify	$50K	10%	47%	23%	10%	SaT	Johnson Miguel	Feb 4, 2025
Holistic Cybersecurity Blueprint - Phase 3 Cornerstone Operational Enterprises	Identify	$225K	10%	48%	68%	9%	Assurance	Hill François	Feb 29, 2024
Automated Compliance Consolidation Pinnacle Regional Consortium	Identify	$100K	10%	51%	23%	7%	Assurance	Hill François	May 6, 2025
Innovative Market Entry Pilot - Phase 2 Milestone Enterprises	Identify	$0	10%	51%	39%	24%	Consulting	Schäfer Scott	Feb 27, 2025
Core Cloud Migration Program Milestone Regional Commission	Identify	$4.0M	10%	52%	37%	4%	SaT	Hall Feng	May 15, 2024
Proactive Digital Transformation Program Cornerstone Operational Enterprises	Identify	$175K	10%	54%	68%	9%	Assurance	Hill François	Feb 29, 2024
Multi-Phase Internal Audit Transformation Cedar Banking Group	Identify	$5.0M	10%	59%	20%	3%	Assurance	Fischer Olivier	Dec 18, 2025
Extended Service Delivery Blueprint - Phase 3 Cedar Banking Group	Qualify	$1	10%	60%	24%	19%	Consulting	De Vries Laura	Jan 27, 2026
Global Tax Reform Transformation (Revised) Coastal Inc	Identify	$15K	25%	61%	51%	27%	SaT	Hall Feng	Jan 8, 2026
Foundational Internal Audit Redesign Legacy Information Network	Qualify	$1	10%	63%	33%	21%	Consulting	Takahashi Debra	Dec 8, 2025
Automated Tax Reform Phase II Milestone Enterprises	Identify	$250K	10%	64%	22%	6%	Tax	Romero Dieter	Jan 28, 2026
Responsive Customer Experience Consolidation (Revised) Milestone Regional Commission	Identify	$0	10%	66%	33%	18%	SaT	Johnson Miguel	Feb 4, 2025
Modernized Data Analytics Initiative - Pilot Gamma Defense Associates	Qualify	$300K	10%	87%	99%	94%	Consulting	Singh Diana	Mar 21, 2025
Agile Finance Renewal - Phase 3 Maple Worldwide	Identify	$54K	10%	87%	98%	89%	Consulting	Takahashi Debra	Feb 6, 2026
Enhanced Operations Phase III - Extension Maple Worldwide	Identify	$800K	10%	87%	90%	80%	Consulting	Takahashi Debra	Feb 11, 2026
High-Impact Cybersecurity Transformation (Amended) Milestone Enterprises	Identify	$50K	40%	87%	99%	92%	Consulting	Collins Catherine	Jan 28, 2026
Cross-Functional Performance Management Deployment Milestone Enterprises	Identify	$500K	70%	89%	99%	91%	Consulting	Collins Catherine	Jan 28, 2026
Modernized Change Management Solution - Phase 2 Gamma Defense Associates	Qualify	$1.5M	70%	92%	98%	94%	SaT	Aguilar Jean-Paul	Dec 12, 2024
Integrated Platform Integration Solution - Pilot Gamma Defense Associates	Identify	$1.3M	25%	95%	94%	94%	SaT	Aguilar Jean-Paul	Dec 12, 2024

GPS Sales and Pipeline

Terra Associates

Key People

All Opportunities (129)