IdentifyWithin 30 Days

Unified Platform Integration Review - Phase 2

ID: 8644291-50

Potential Value

$75,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

394

Client & Account

Client

Nexus Holdings

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Quantitative Services

Global Service Code

Market Analysis - Compliance (85164)

People & Dates

Partner

Perry Catherine

Pursuit Leader

Watanabe Maria

Open Date

Apr 14, 2025

Anticipated Win Date

Apr 30, 2026

Close Date

N/A

Details

Description

Unified Platform Integration Review - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

72.7%

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

$41,467

Key Triage Drivers

Work type
+0.606
Opportunity business unit
+0.572
Market segment
-0.454

Win Probability Models

P(Pursue)

72.7%

Model A: Planning

76.0%

Model B: Early Signal

35.3%

Stated Probability

10%

Model A: Planning

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

Win Probability

76.0%

Key Drivers

Lead sales credit %
-0.863
Brand new pursuit (vs renewal)
-0.847
Time in current pipeline stage
-0.698

Plain English

The model a: planning estimates a high probability of winning (76%). Factors working against: lead sales credit %, brand new pursuit (vs renewal), time in current pipeline stage.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

35.3%

Key Drivers

Brand new pursuit (vs renewal)
-0.586
Market segment
-0.537
Account business unit
-0.477

Plain English

The model b: early signal estimates a low probability of winning (35%). Factors working against: brand new pursuit (vs renewal), market segment, account business unit.