IdentifyOver 90 Days

Automated Asset Management Automation

ID: 1850720-50

Potential Value

$3,250,000

Deal Value

$0

Stated Probability

25%

Days in Pipeline

104

Client & Account

Client

Pinnacle Compliance Alliance

City

Boston

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

Larsen Victoria

Pursuit Leader

Morgan Hannah

Open Date

Jan 29, 2026

Anticipated Win Date

Jun 30, 2027

Close Date

N/A

Details

Description

Automated Asset Management Automation

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

61.6%

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

$53,871

Key Triage Drivers

Work type
+0.665
Service sub-line track record
-0.406
Opportunity business unit
+0.355

Win Probability Models

P(Pursue)

61.6%

Model A: Planning

2.7%

Model B: Early Signal

1.6%

Stated Probability

25%

Model A: Planning

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

Win Probability

2.7%

Key Drivers

Time in current pipeline stage
-1.463
Brand new pursuit (vs renewal)
-1.288
Deal size vs service line median
-1.174

Plain English

The model a: planning estimates a low probability of winning (3%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), deal size vs service line median.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

1.6%

Key Drivers

Deal size vs service line median
-1.113
Brand new pursuit (vs renewal)
-0.898
Service sub-line track record
-0.645

Plain English

The model b: early signal estimates a low probability of winning (2%). Factors working against: deal size vs service line median, brand new pursuit (vs renewal), service sub-line track record.