ClosingPast Due

Cross-Functional Tax Reform Roadmap

ID: 2254545-20

Potential Value

$16,250,000

Deal Value

$16,250,000

Stated Probability

90%

Days in Pipeline

299

Client & Account

Client

Synergy Corporation

City

Dallas

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

Fernandez Barbara

Pursuit Leader

Anderson Ronald

Open Date

Jul 18, 2025

Anticipated Win Date

Mar 27, 2026

Close Date

N/A

Details

Description

Cross-Functional Tax Reform Roadmap

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

38.5%

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

$2,724,215

Key Triage Drivers

Work type
+0.650
Service sub-line track record
-0.384
Market segment
-0.261

Win Probability Models

P(Pursue)

38.5%

Model A: Planning

43.5%

Model B: Early Signal

3.1%

Stated Probability

90%

Model A: Planning

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

Win Probability

43.5%

Key Drivers

Brand new pursuit (vs renewal)
-1.107
Lead sales credit %
-0.674
Deal size vs service line median
-0.650

Plain English

The model a: planning estimates a moderate probability of winning (44%). Factors working against: brand new pursuit (vs renewal), lead sales credit %, deal size vs service line median.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.1%

Key Drivers

Brand new pursuit (vs renewal)
-0.846
Deal size vs service line median
-0.666
Service sub-line track record
-0.540

Plain English

The model b: early signal estimates a low probability of winning (3%). Factors working against: brand new pursuit (vs renewal), deal size vs service line median, service sub-line track record.