Identify60-90 Days

Adaptive Performance Management Strategy - Phase 2

ID: 9359172-30

Potential Value

$1

Deal Value

$1

Stated Probability

50%

Days in Pipeline

243

Client & Account

Client

Orion Financial Foundation

City

New York

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Consulting

Field of Play

Technology

Opportunity Sub-SL

Technology

Competency

Enterprise IT Transformation

Global Service Code

TEC-Digital Systems Evolution (20232)

People & Dates

Partner

Thomas Kevin

Pursuit Leader

Coleman Scott

Open Date

Sep 12, 2025

Anticipated Win Date

Jun 12, 2026

Close Date

N/A

Details

Description

Adaptive Performance Management Strategy - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

59.1%

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

$0

Key Triage Drivers

Work type
+0.712
Non-recurring work
+0.692
Service sub-line track record
-0.468

Win Probability Models

P(Pursue)

59.1%

Model A: Planning

18.8%

Model B: Early Signal

23.4%

Stated Probability

50%

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)
-1.263
Time in current pipeline stage
-0.772
Lead sales credit %
-0.692

Plain English

The model a: planning estimates a low probability of winning (19%). Factors working against: brand new pursuit (vs renewal), time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

23.4%

Key Drivers

Brand new pursuit (vs renewal)
-0.673
Service sub-line track record
-0.583
Market segment
-0.390

Plain English

The model b: early signal estimates a low probability of winning (23%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, market segment.