IdentifyPast Due

Proactive Asset Management Optimization - Phase 2

ID: 9255634-20

Potential Value

$1,500,000

Deal Value

$0

Stated Probability

20%

Days in Pipeline

369

Client & Account

Client

Momentum Capital

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Technology

Opportunity Sub-SL

Technology

Competency

AI and Data Transformation

Global Service Code

TEC-Intelligent Analytics Platform (20383)

People & Dates

Partner

Roberts Andrea

Pursuit Leader

Ortiz Grace

Open Date

May 9, 2025

Anticipated Win Date

Mar 31, 2026

Close Date

N/A

Details

Description

Proactive Asset Management Optimization - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

24.7%

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

$139,417

Key Triage Drivers

Work type
+0.655
Service sub-line track record
-0.468
Deal size
-0.390

Win Probability Models

P(Pursue)

24.7%

Model A: Planning

37.7%

Model B: Early Signal

7.1%

Stated Probability

20%

Model A: Planning

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

Win Probability

37.7%

Key Drivers

Brand new pursuit (vs renewal)
-1.112
Time in current pipeline stage
-1.058
Lead sales credit %
-0.719

Plain English

The model a: planning estimates a low probability of winning (38%). Factors working against: brand new pursuit (vs renewal), time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

7.1%

Key Drivers

Brand new pursuit (vs renewal)
-0.833
Service sub-line track record
-0.587
Market segment
-0.418

Plain English

The model b: early signal estimates a low probability of winning (7%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, market segment.