PursueOver 90 Days

Unified Workforce Planning Phase I - Phase 2

ID: 6072055-30

Potential Value

$378,000

Deal Value

$378,000

Stated Probability

25%

Days in Pipeline

404

Client & Account

Client

Wolf Financial Systems

City

Denver

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

Ramirez Kevin

Pursuit Leader

Chavez Heather

Open Date

Apr 4, 2025

Anticipated Win Date

Jul 15, 2026

Close Date

N/A

Details

Description

Unified Workforce Planning Phase I - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

36.5%

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

$41,010

Key Triage Drivers

Work type
+0.624
Service sub-line track record
-0.472
Consulting service line indicator
-0.215

Win Probability Models

P(Pursue)

36.5%

Model A: Planning

29.7%

Model B: Early Signal

9.2%

Stated Probability

25%

Model A: Planning

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

Win Probability

29.7%

Key Drivers

Time in current pipeline stage
-1.750
Brand new pursuit (vs renewal)
-1.133
Lead sales credit %
-0.704

Plain English

The model a: planning estimates a low probability of winning (30%). 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

9.2%

Key Drivers

Brand new pursuit (vs renewal)
-0.778
Service sub-line track record
-0.613
Deal size
-0.455

Plain English

The model b: early signal estimates a low probability of winning (9%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.