Closing30-60 Days

Foundational Digital Transformation Roadmap - Phase 3

ID: 8681556-40

Potential Value

$42,920

Deal Value

$0

Stated Probability

100%

Days in Pipeline

356

Client & Account

Client

Gamma Financial Trust

City

Boston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Audit & Governance

Opportunity Sub-SL

Audit

Competency

Audit (CORE)

Global Service Code

Trade Compliance (46686)

People & Dates

Partner

Martin Kenneth

Pursuit Leader

Anderson Laura

Open Date

May 22, 2025

Anticipated Win Date

May 22, 2026

Close Date

N/A

Details

Description

Foundational Digital Transformation Roadmap - Phase 3

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

98.3%

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

$41,574

Key Triage Drivers

Work type
+0.841
Non-recurring work
+0.718
Service sub-line track record
+0.511

Win Probability Models

P(Pursue)

98.3%

Model A: Planning

98.5%

Model B: Early Signal

86.0%

Stated Probability

100%

Model A: Planning

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

Win Probability

98.5%

Key Drivers

Brand new pursuit (vs renewal)
+1.610
Lead sales credit %
-0.930
Market segment
-0.606

Plain English

The model a: planning estimates a high probability of winning (99%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: lead sales credit %, market segment.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

86.0%

Key Drivers

Brand new pursuit (vs renewal)
+0.971
Market segment
-0.609
Account business unit
-0.609

Plain English

The model b: early signal estimates a high probability of winning (86%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, account business unit.