Multi-Phase ERP Implementation Enhancement (Revised)
ID: 9285327-20
Potential Value
$125,261
Deal Value
$0
Stated Probability
10%
Days in Pipeline
302
Service Line
Tax
Field of Play
Tax
Opportunity Sub-SL
BTS
Competency
BTS - Private Tax
Global Service Code
Fund Administration - Advisory (32210)
Partner
Bernard Samuel
Pursuit Leader
Moore Lori
Open Date
Jul 15, 2025
Anticipated Win Date
Jan 31, 2028
Close Date
N/A
Description
Multi-Phase ERP Implementation Enhancement (Revised)
Triage & Expected Value
Predicts likelihood of pursuit vs. decline
P(Pursue)
86.9%
Expected Value (EV = P(Pursue) × P(Win) × Value)
$95,343
Key Triage Drivers
Win Probability Models
P(Pursue)
86.9%
Model A: Planning
87.6%
Model B: Early Signal
86.8%
Stated Probability
10%
Includes deal age and timeline factors. Best for active pipeline management.
Win Probability
87.6%
Key Drivers
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: time in current pipeline stage, deal age (days since open).
Excludes timeline factors. Better for early-stage assessment.
Win Probability
86.8%
Key Drivers
Plain English
The model b: early signal estimates a high probability of winning (87%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: market segment, account business unit.