IdentifyOver 90 Days

Automated Asset Management Advisory - Renewal

ID: 1858576-20

Potential Value

$8,000,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

190

Client & Account

Client

Granite Banking Advisors

City

Dallas

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Consulting

Field of Play

Customer & Growth

Opportunity Sub-SL

Customer & Growth

Competency

Service Transformation

Global Service Code

Transformation Planning - Advisory (47191)

People & Dates

Partner

Reddy Feng

Pursuit Leader

Martin Angela

Open Date

Nov 4, 2025

Anticipated Win Date

Mar 21, 2031

Close Date

N/A

Details

Description

Automated Asset Management Advisory - Renewal

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

67.8%

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

$3,242,723

Key Triage Drivers

Work type
+0.677
Renewal pursuit
+0.542
Service sub-line track record
-0.387

Win Probability Models

P(Pursue)

67.8%

Model A: Planning

59.8%

Model B: Early Signal

69.2%

Stated Probability

10%

Model A: Planning

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

Win Probability

59.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.699
Time in current pipeline stage
-1.539
Deal age (days since open)
-0.779

Plain English

The model a: planning estimates a moderate probability of winning (60%). 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

69.2%

Key Drivers

Brand new pursuit (vs renewal)
+1.153
Renewal pursuit
+0.624
Service sub-line track record
-0.535

Plain English

The model b: early signal estimates a moderate probability of winning (69%). Factors working in favor: brand new pursuit (vs renewal), renewal pursuit. Factors working against: service sub-line track record.