Qualify30-60 Days

Enterprise Risk Management Phase I - Phase 3

ID: 8465839-50

Potential Value

$5,000,000

Deal Value

$0

Stated Probability

25%

Days in Pipeline

238

Client & Account

Client

Helix Federation

City

Dallas

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Consulting

Field of Play

Technology

Opportunity Sub-SL

Technology

Competency

AI and Data Transformation

Global Service Code

TEC-Intelligent Analytics Platform (20383)

People & Dates

Partner

Bell Hans

Pursuit Leader

Ruiz Samuel

Open Date

Sep 17, 2025

Anticipated Win Date

May 30, 2026

Close Date

N/A

Details

Description

Enterprise Risk Management Phase I - Phase 3

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

10.3%

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

$222,294

Key Triage Drivers

Service sub-line track record
-0.724
Work type
+0.512
Account track record
-0.454

Win Probability Models

P(Pursue)

10.3%

Model A: Planning

43.3%

Model B: Early Signal

4.2%

Stated Probability

25%

Model A: Planning

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

Win Probability

43.3%

Key Drivers

Brand new pursuit (vs renewal)
-1.337
Lead sales credit %
-0.690
Service sub-line track record
-0.603

Plain English

The model a: planning estimates a moderate probability of winning (43%). Factors working against: brand new pursuit (vs renewal), lead sales credit %, service sub-line track record.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

4.2%

Key Drivers

Brand new pursuit (vs renewal)
-0.978
Service sub-line track record
-0.535
Deal size vs service line median
-0.477

Plain English

The model b: early signal estimates a low probability of winning (4%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size vs service line median.