Core Finance Automation (Revised)
ID: 9501352-20
Potential Value
$75,000
Deal Value
$0
Stated Probability
50%
Days in Pipeline
385
Client
Allied Regional Enterprises
City
Denver
Region
USLI
Sub-Sector
SLED
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
International Tax Transaction Services
Competency
ITTS - Advisory
Global Service Code
Vendor Management (75003)
Partner
Sanchez Philippe
Pursuit Leader
King Julie
Open Date
Apr 23, 2025
Anticipated Win Date
Mar 31, 2026
Close Date
N/A
Description
Core Finance Automation (Revised)
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
73.9%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$32,886
Key Triage Drivers
Win Probability Models
P(Pursue)
73.9%
Model A: Planning
59.4%
Model B: Early Signal
51.8%
Stated Probability
50%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
59.4%
Key Drivers
Plain English
The model a: planning estimates a moderate probability of winning (59%). Factors working against: time in current pipeline stage, market segment, brand new pursuit (vs renewal).
Excludes timeline factors. Better for early-stage assessment.
Win Probability
51.8%
Key Drivers
Plain English
The model b: early signal estimates a moderate probability of winning (52%). Factors working in favor: sub-sector track record. Factors working against: account business unit, market segment.