IdentifyPast Due

Innovative Regulatory Reporting Optimization

ID: 3083681-20

Potential Value

$500,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

232

Client & Account

Client

Momentum Capital

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

SaT

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Strategy and Execution

Competency

S&E - Reimagine Reshape & Grow

Global Service Code

Vendor Management (81707)

People & Dates

Partner

Morgan Karen

Pursuit Leader

Morgan Hannah

Open Date

Sep 23, 2025

Anticipated Win Date

Mar 27, 2026

Close Date

N/A

Details

Description

Innovative Regulatory Reporting Optimization

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

42.5%

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

$61,370

Key Triage Drivers

Work type
+0.612
Service sub-line track record
-0.488
Opportunity business unit
+0.425

Win Probability Models

P(Pursue)

42.5%

Model A: Planning

28.9%

Model B: Early Signal

4.3%

Stated Probability

10%

Model A: Planning

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

Win Probability

28.9%

Key Drivers

Brand new pursuit (vs renewal)
-1.138
Lead sales credit %
-0.702
Deal size
-0.570

Plain English

The model a: planning estimates a low probability of winning (29%). Factors working against: brand new pursuit (vs renewal), lead sales credit %, deal size.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

4.3%

Key Drivers

Brand new pursuit (vs renewal)
-0.857
Service sub-line track record
-0.564
Deal size
-0.538

Plain English

The model b: early signal estimates a low probability of winning (4%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.