Identify60-90 Days

End-to-End Operations Migration - Phase 2

ID: 3498161-30

Potential Value

$1,000,000

Deal Value

$5,000,000

Stated Probability

25%

Days in Pipeline

117

Client & Account

Client

Orion Financial Foundation

City

New York

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

SaT

Field of Play

Strategy & Transformation

Opportunity Sub-SL

Transactions & Corporate Finance

Competency

TCF - Reimagine Reshape & Grow

Global Service Code

Regulatory Compliance (61122)

People & Dates

Partner

Hall Feng

Pursuit Leader

Leroy Andrew

Open Date

Jan 16, 2026

Anticipated Win Date

Jun 26, 2026

Close Date

N/A

Details

Description

End-to-End Operations Migration - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

54.9%

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

$69,221

Key Triage Drivers

Work type
+0.632
Opportunity business unit
+0.436
Deal size
-0.328

Win Probability Models

P(Pursue)

54.9%

Model A: Planning

12.6%

Model B: Early Signal

4.0%

Stated Probability

25%

Model A: Planning

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

Win Probability

12.6%

Key Drivers

Brand new pursuit (vs renewal)
-1.348
Deal age (days since open)
-0.925
Deal size vs service line median
-0.745

Plain English

The model a: planning estimates a low probability of winning (13%). Factors working against: brand new pursuit (vs renewal), deal age (days since open), deal size vs service line median.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

4.0%

Key Drivers

Brand new pursuit (vs renewal)
-0.862
Deal size vs service line median
-0.580
Service sub-line track record
-0.520

Plain English

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