PursueOver 90 Days

Adaptive Program Management Consolidation

ID: 9691348-10

Potential Value

$274,000

Deal Value

$0

Stated Probability

70%

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, 2027

Close Date

N/A

Details

Description

Adaptive Program Management Consolidation

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

84.6%

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

$212,703

Key Triage Drivers

Work type
+0.657
Service sub-line track record
+0.447
Opportunity business unit
+0.395

Win Probability Models

P(Pursue)

84.6%

Model A: Planning

91.8%

Model B: Early Signal

83.3%

Stated Probability

70%

Model A: Planning

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

Win Probability

91.8%

Key Drivers

Brand new pursuit (vs renewal)
+1.373
Time in current pipeline stage
-1.185
Deal age (days since open)
-0.849

Plain English

The model a: planning estimates a high probability of winning (92%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, deal age (days since open).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

83.3%

Key Drivers

Brand new pursuit (vs renewal)
+1.037
Market segment
-0.559
Renewal pursuit
+0.460

Plain English

The model b: early signal estimates a high probability of winning (83%). Factors working in favor: brand new pursuit (vs renewal), renewal pursuit. Factors working against: market segment.