Qualify60-90 Days

Multi-Phase Asset Management Modernization - Renewal

ID: 8753229-40

Potential Value

$46,776

Deal Value

$0

Stated Probability

10%

Days in Pipeline

328

Client & Account

Client

Phoenix Worldwide

City

Atlanta

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Finance

Opportunity Sub-SL

PAS - Tax

Competency

PAS - Global Payroll

Global Service Code

Security Assessment - CorpFin (75043)

People & Dates

Partner

Medina Heather

Pursuit Leader

Rogers Kevin

Open Date

Jun 19, 2025

Anticipated Win Date

Jun 30, 2026

Close Date

N/A

Details

Description

Multi-Phase Asset Management Modernization - Renewal

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

96.3%

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

$42,676

Key Triage Drivers

Work type
+0.772
Non-recurring work
+0.765
Opportunity business unit
+0.473

Win Probability Models

P(Pursue)

96.3%

Model A: Planning

94.8%

Model B: Early Signal

89.7%

Stated Probability

10%

Model A: Planning

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

Win Probability

94.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.538
Lead sales credit %
-0.774
Market segment
-0.585

Plain English

The model a: planning estimates a high probability of winning (95%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: lead sales credit %, market segment.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

89.7%

Key Drivers

Brand new pursuit (vs renewal)
+0.931
Market segment
-0.458
Recurring/additional sale
+0.437

Plain English

The model b: early signal estimates a high probability of winning (90%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: market segment.