Qualify30-60 Days

Transformative Process Improvement Migration - FY26

ID: 6734840-40

Potential Value

$1,500,000

Deal Value

$1,500,000

Stated Probability

20%

Days in Pipeline

97

Client & Account

Client

Vanguard Banking Worldwide

City

San Francisco

Region

USLI

Sub-Sector

FED

Service Classification

Service Line

Consulting

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Strategy & Transformation

Competency

Enterprise Transformation

Global Service Code

Process Reengineering (74403)

People & Dates

Partner

Schmidt Marilyn

Pursuit Leader

Müller Jacob

Open Date

Feb 5, 2026

Anticipated Win Date

May 29, 2026

Close Date

N/A

Details

Description

Transformative Process Improvement Migration - FY26

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

16.6%

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

$59,508

Key Triage Drivers

Service sub-line track record
-0.509
Work type
+0.447
Account track record
-0.361

Win Probability Models

P(Pursue)

16.6%

Model A: Planning

23.9%

Model B: Early Signal

9.2%

Stated Probability

20%

Model A: Planning

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

Win Probability

23.9%

Key Drivers

Brand new pursuit (vs renewal)
-1.298
Service sub-line track record
-0.698
Lead sales credit %
-0.636

Plain English

The model a: planning estimates a low probability of winning (24%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

9.2%

Key Drivers

Brand new pursuit (vs renewal)
-0.928
Service sub-line track record
-0.478
Market segment
-0.451

Plain English

The model b: early signal estimates a low probability of winning (9%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, market segment.