Qualify30-60 Days

Regional Asset Management Framework - FY26

ID: 1631884-20

Potential Value

$250,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

425

Client & Account

Client

Pinnacle Compliance Alliance

City

Boston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Technology

Opportunity Sub-SL

Technology

Competency

AI and Data Transformation

Global Service Code

TEC-Intelligent Analytics Platform (20383)

People & Dates

Partner

Fischer Olivier

Pursuit Leader

Chavez Mark

Open Date

Mar 14, 2025

Anticipated Win Date

May 15, 2026

Close Date

N/A

Details

Description

Regional Asset Management Framework - FY26

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

30.9%

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

$63,427

Key Triage Drivers

Work type
+0.611
Service sub-line track record
-0.455
Opportunity business unit
+0.319

Win Probability Models

P(Pursue)

30.9%

Model A: Planning

82.1%

Model B: Early Signal

61.0%

Stated Probability

50%

Model A: Planning

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

Win Probability

82.1%

Key Drivers

Brand new pursuit (vs renewal)
+1.407
Lead sales credit %
-0.805
Time in current pipeline stage
-0.668

Plain English

The model a: planning estimates a high probability of winning (82%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: lead sales credit %, time in current pipeline stage.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

61.0%

Key Drivers

Brand new pursuit (vs renewal)
+1.005
Service sub-line track record
-0.607
Account business unit
-0.357

Plain English

The model b: early signal estimates a moderate probability of winning (61%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: service sub-line track record, account business unit.