IdentifyWithin 30 Days

Holistic Customer Experience Blueprint

ID: 3165129-40

Potential Value

$3,000,000

Deal Value

$10,000,000

Stated Probability

25%

Days in Pipeline

83

Client & Account

Client

Helix Federation

City

Dallas

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

SaT

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Strategy and Execution

Competency

S&E - Reimagine Reshape & Grow

Global Service Code

Resource Planning - ReResGrw (60424)

People & Dates

Partner

Ross Kenji

Pursuit Leader

Morgan Hannah

Open Date

Feb 19, 2026

Anticipated Win Date

Apr 30, 2026

Close Date

N/A

Details

Description

Holistic Customer Experience Blueprint

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

44.3%

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

$155,024

Key Triage Drivers

Service sub-line track record
-0.563
Work type
+0.538
Opportunity business unit
+0.379

Win Probability Models

P(Pursue)

44.3%

Model A: Planning

11.7%

Model B: Early Signal

2.1%

Stated Probability

25%

Model A: Planning

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

Win Probability

11.7%

Key Drivers

Brand new pursuit (vs renewal)
-1.437
Deal size vs service line median
-0.890
Service sub-line track record
-0.723

Plain English

The model a: planning estimates a low probability of winning (12%). Factors working against: brand new pursuit (vs renewal), deal size vs service line median, service sub-line track record.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

2.1%

Key Drivers

Deal size vs service line median
-1.064
Brand new pursuit (vs renewal)
-0.967
Service sub-line track record
-0.550

Plain English

The model b: early signal estimates a low probability of winning (2%). Factors working against: deal size vs service line median, brand new pursuit (vs renewal), service sub-line track record.