Qualify60-90 Days

Accelerated Tax Reform Optimization (Amended)

ID: 6852297-30

Potential Value

$0

Deal Value

$0

Stated Probability

25%

Days in Pipeline

203

Client & Account

Client

Orion Financial Foundation

City

New York

Region

USLI

Sub-Sector

SLED

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

Romero Susan

Pursuit Leader

Leroy Andrew

Open Date

Oct 22, 2025

Anticipated Win Date

Jun 12, 2026

Close Date

N/A

Details

Description

Accelerated Tax Reform Optimization (Amended)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

50.9%

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

$0

Key Triage Drivers

Work type
+0.667
Service sub-line track record
-0.428
Deal size
+0.285

Win Probability Models

P(Pursue)

50.9%

Model A: Planning

39.3%

Model B: Early Signal

18.5%

Stated Probability

25%

Model A: Planning

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

Win Probability

39.3%

Key Drivers

Brand new pursuit (vs renewal)
-1.076
Deal age (days since open)
-0.825
Service sub-line track record
-0.737

Plain English

The model a: planning estimates a low probability of winning (39%). Factors working against: brand new pursuit (vs renewal), deal age (days since open), service sub-line track record.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

18.5%

Key Drivers

Brand new pursuit (vs renewal)
-0.637
Service sub-line track record
-0.531
Market segment
-0.357

Plain English

The model b: early signal estimates a low probability of winning (18%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, market segment.