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Advanced Process Improvement Workshop

ID: 7891839-10

Potential Value

$250,000

Deal Value

$0

Stated Probability

51%

Days in Pipeline

252

Client & Account

Client

Zeta Technologies

City

Washington

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Contract Management - Transformation (54498)

People & Dates

Partner

Schulz Doris

Pursuit Leader

Verma Daniel

Open Date

Sep 3, 2025

Anticipated Win Date

Mar 31, 2026

Close Date

N/A

Details

Description

Advanced Process Improvement Workshop

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

64.6%

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

$55,232

Key Triage Drivers

Work type
+0.595
Opportunity business unit
+0.582
Deal size
-0.239

Win Probability Models

P(Pursue)

64.6%

Model A: Planning

34.2%

Model B: Early Signal

3.5%

Stated Probability

51%

Model A: Planning

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

Win Probability

34.2%

Key Drivers

Brand new pursuit (vs renewal)
-1.151
Lead sales credit %
-0.726
Service sub-line track record
-0.674

Plain English

The model a: planning estimates a low probability of winning (34%). Factors working against: brand new pursuit (vs renewal), lead sales credit %, service sub-line track record.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.5%

Key Drivers

Brand new pursuit (vs renewal)
-0.889
Service sub-line track record
-0.768
Deal size
-0.579

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.