IdentifyOver 90 Days

Cross-Functional IT Infrastructure Strategy - FY26

ID: 9340498-40

Potential Value

$115,982

Deal Value

$0

Stated Probability

75%

Days in Pipeline

681

Client & Account

Client

Nordic Regional Systems

City

Boston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Fund Administration - Advisory (32210)

People & Dates

Partner

Bernard Samuel

Pursuit Leader

Moore Lori

Open Date

Jul 1, 2024

Anticipated Win Date

Jan 31, 2027

Close Date

N/A

Details

Description

Cross-Functional IT Infrastructure Strategy - FY26

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

87.9%

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

$93,528

Key Triage Drivers

Work type
+0.677
Service sub-line track record
+0.412
Opportunity business unit
+0.397

Win Probability Models

P(Pursue)

87.9%

Model A: Planning

91.7%

Model B: Early Signal

87.3%

Stated Probability

75%

Model A: Planning

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

Win Probability

91.7%

Key Drivers

Brand new pursuit (vs renewal)
+1.112
Time in current pipeline stage
-1.110
Lead sales credit %
-0.932

Plain English

The model a: planning estimates a high probability of winning (92%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

87.3%

Key Drivers

Brand new pursuit (vs renewal)
+0.893
Market segment
-0.596
Account business unit
-0.475

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.