IdentifyOver 90 Days

High-Impact Sustainability Renewal - Pilot

ID: 2593120-10

Potential Value

$207,937

Deal Value

$0

Stated Probability

10%

Days in Pipeline

302

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 15, 2025

Anticipated Win Date

Jan 31, 2028

Close Date

N/A

Details

Description

High-Impact Sustainability Renewal - Pilot

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

81.9%

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

$149,178

Key Triage Drivers

Work type
+0.626
Opportunity business unit
+0.413
Service sub-line track record
+0.392

Win Probability Models

P(Pursue)

81.9%

Model A: Planning

87.6%

Model B: Early Signal

83.2%

Stated Probability

10%

Model A: Planning

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

Win Probability

87.6%

Key Drivers

Brand new pursuit (vs renewal)
+1.313
Time in current pipeline stage
-1.175
Deal age (days since open)
-0.959

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).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

83.2%

Key Drivers

Brand new pursuit (vs renewal)
+1.036
Market segment
-0.600
Renewal pursuit
+0.487

Plain English

The model b: early signal estimates a high probability of winning (83%). Factors working in favor: brand new pursuit (vs renewal), renewal pursuit. Factors working against: market segment.