Qualify30-60 Days

Responsive Process Improvement Review

ID: 7249404-30

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

Responsive Process Improvement Review

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)

-$46,868

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

18.8%

Model B: Early Signal

4.8%

Stated Probability

20%

Model A: Planning

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

Win Probability

18.8%

Key Drivers

Brand new pursuit (vs renewal)
-1.205
Deal size vs service line median
-0.840
Service sub-line track record
-0.735

Plain English

The model a: planning estimates a low probability of winning (19%). 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

4.8%

Key Drivers

Deal size vs service line median
-1.155
Brand new pursuit (vs renewal)
-0.781
Service sub-line track record
-0.488

Plain English

The model b: early signal estimates a low probability of winning (5%). Factors working against: deal size vs service line median, brand new pursuit (vs renewal), service sub-line track record.