ClosingPast Due

Modernized Finance Pilot

ID: 6630075-50

Potential Value

$0

Deal Value

$0

Stated Probability

90%

Days in Pipeline

342

Client & Account

Client

Summit Technical Dynamics

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Strategy & Transformation

Competency

Enterprise Transformation

Global Service Code

Process Reengineering (74403)

People & Dates

Partner

Becker Priya

Pursuit Leader

Joshi Susan

Open Date

Jun 5, 2025

Anticipated Win Date

Mar 31, 2026

Close Date

N/A

Details

Description

Modernized Finance Pilot

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

83.2%

Expected Value (EV = P(Pursue) × P(Win) × Value)

$0

Key Triage Drivers

Work type
+0.750
Non-recurring work
+0.747
Service sub-line track record
-0.336

Win Probability Models

P(Pursue)

83.2%

Model A: Planning

27.0%

Model B: Early Signal

15.0%

Stated Probability

90%

Model A: Planning

Includes deal age and timeline factors. Best for active pipeline management.

Win Probability

27.0%

Key Drivers

Time in current pipeline stage
-1.231
Brand new pursuit (vs renewal)
-1.191
Lead sales credit %
-0.725

Plain English

The model a: planning estimates a low probability of winning (27%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

15.0%

Key Drivers

Brand new pursuit (vs renewal)
-0.652
Sub-sector track record
-0.428
Service sub-line track record
-0.422

Plain English

The model b: early signal estimates a low probability of winning (15%). Factors working against: brand new pursuit (vs renewal), sub-sector track record, service sub-line track record.