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Proactive Tax Reform Modernization - Renewal

ID: 8461371-40

Potential Value

$1,000,000

Deal Value

$5,000,000

Stated Probability

10%

Days in Pipeline

82

Client & Account

Client

Beacon Agency

City

San Francisco

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Strategy & Transformation

Competency

Enterprise Transformation

Global Service Code

Process Reengineering (74403)

People & Dates

Partner

Hoffmann Lori

Pursuit Leader

Chavez Heather

Open Date

Feb 20, 2026

Anticipated Win Date

May 1, 2026

Close Date

N/A

Details

Description

Proactive Tax Reform Modernization - Renewal

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

19.9%

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

$174,770

Key Triage Drivers

Work type
+0.604
Service sub-line track record
-0.488
Non-recurring work
-0.301

Win Probability Models

P(Pursue)

19.9%

Model A: Planning

87.8%

Model B: Early Signal

40.2%

Stated Probability

10%

Model A: Planning

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

Win Probability

87.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.818
Lead sales credit %
-0.677
Market segment
-0.556

Plain English

The model a: planning estimates a high probability of winning (88%). 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

40.2%

Key Drivers

Brand new pursuit (vs renewal)
+1.100
Service sub-line track record
-0.520
Deal size vs service line median
-0.481

Plain English

The model b: early signal estimates a moderate probability of winning (40%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: service sub-line track record, deal size vs service line median.