ClosingPast Due

Automated Risk Management Automation - Phase 2

ID: 3499151-50

Potential Value

$145,000

Deal Value

$145,000

Stated Probability

30%

Days in Pipeline

492

Client & Account

Client

Synergy Industries

City

San Francisco

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Finance

Opportunity Sub-SL

FAAS

Competency

FAAS - Financial applications, processes and analytics

Global Service Code

Talent Analytics - CorpFin (71068)

People & Dates

Partner

Nakamura Joseph

Pursuit Leader

Butler Judy

Open Date

Jan 6, 2025

Anticipated Win Date

Mar 31, 2026

Close Date

N/A

Details

Description

Automated Risk Management Automation - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

58.3%

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

$31,858

Key Triage Drivers

Work type
+0.645
Service sub-line track record
-0.498
Opportunity business unit
+0.450

Win Probability Models

P(Pursue)

58.3%

Model A: Planning

37.7%

Model B: Early Signal

9.5%

Stated Probability

30%

Model A: Planning

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

Win Probability

37.7%

Key Drivers

Time in current pipeline stage
-1.565
Brand new pursuit (vs renewal)
-1.003
Lead sales credit %
-0.743

Plain English

The model a: planning estimates a low probability of winning (38%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

9.5%

Key Drivers

Brand new pursuit (vs renewal)
-0.721
Service sub-line track record
-0.653
Currency (USD vs other)
-0.549

Plain English

The model b: early signal estimates a low probability of winning (9%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, currency (usd vs other).