IdentifyOver 90 Days

Next-Gen Technology Modernization Deployment - Pilot

ID: 2557910-40

Potential Value

$300,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

99

Client & Account

Client

Golden Financial International

City

Boston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Sustainability

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Data Analytics - Review (64993)

People & Dates

Partner

Lewis Sharon

Pursuit Leader

Russell Frances

Open Date

Feb 3, 2026

Anticipated Win Date

Dec 31, 2026

Close Date

N/A

Details

Description

Next-Gen Technology Modernization Deployment - Pilot

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

61.3%

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

$32,235

Key Triage Drivers

Work type
+0.623
Opportunity business unit
+0.538
Deal size
-0.294

Win Probability Models

P(Pursue)

61.3%

Model A: Planning

17.5%

Model B: Early Signal

3.6%

Stated Probability

10%

Model A: Planning

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

Win Probability

17.5%

Key Drivers

Brand new pursuit (vs renewal)
-1.227
Deal age (days since open)
-0.672
Time in current pipeline stage
-0.659

Plain English

The model a: planning estimates a low probability of winning (18%). Factors working against: brand new pursuit (vs renewal), deal age (days since open), time in current pipeline stage.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.6%

Key Drivers

Brand new pursuit (vs renewal)
-0.788
Service sub-line track record
-0.686
Deal size
-0.430

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.