PursueOver 90 Days

Integrated Legacy System Deployment

ID: 2144320-10

Potential Value

$296,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

244

Client & Account

Client

Copper Compliance Authority

City

Atlanta

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Fund Administration - Advisory (32210)

People & Dates

Partner

Gonzalez Yong

Pursuit Leader

Murphy Jean

Open Date

Sep 11, 2025

Anticipated Win Date

Feb 28, 2028

Close Date

N/A

Details

Description

Integrated Legacy System Deployment

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

81.9%

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

$211,244

Key Triage Drivers

Work type
+0.641
Service sub-line track record
+0.433
Opportunity business unit
+0.398

Win Probability Models

P(Pursue)

81.9%

Model A: Planning

87.2%

Model B: Early Signal

76.6%

Stated Probability

10%

Model A: Planning

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

Win Probability

87.2%

Key Drivers

Brand new pursuit (vs renewal)
+1.447
Time in current pipeline stage
-1.340
Lead sales credit %
-0.825

Plain English

The model a: planning estimates a high probability of winning (87%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

76.6%

Key Drivers

Brand new pursuit (vs renewal)
+1.067
Market segment
-0.559
Renewal pursuit
+0.484

Plain English

The model b: early signal estimates a high probability of winning (77%). Factors working in favor: brand new pursuit (vs renewal), renewal pursuit. Factors working against: market segment.