IdentifyPast Due

Regional ERP Implementation Renewal

ID: 9512819-30

Potential Value

$950,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

721

Client & Account

Client

Compass Institute

City

Houston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Risk

Opportunity Sub-SL

Forensics

Competency

Incident Response & Resilience

Global Service Code

Mediation Services (94774)

People & Dates

Partner

Taylor Marcel

Pursuit Leader

Zhang Daniel

Open Date

May 22, 2024

Anticipated Win Date

Mar 23, 2026

Close Date

N/A

Details

Description

Regional ERP Implementation Renewal

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

56.8%

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

$315,882

Key Triage Drivers

Work type
+0.670
Service sub-line track record
-0.450
Opportunity business unit
+0.424

Win Probability Models

P(Pursue)

56.8%

Model A: Planning

58.5%

Model B: Early Signal

4.9%

Stated Probability

10%

Model A: Planning

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

Win Probability

58.5%

Key Drivers

Time in current pipeline stage
-1.183
Deal age (days since open)
+1.078
Brand new pursuit (vs renewal)
-0.842

Plain English

The model a: planning estimates a moderate probability of winning (59%). Factors working in favor: deal age (days since open). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

4.9%

Key Drivers

Service sub-line track record
-0.803
Brand new pursuit (vs renewal)
-0.781
Market segment
-0.454

Plain English

The model b: early signal estimates a low probability of winning (5%). Factors working against: service sub-line track record, brand new pursuit (vs renewal), market segment.