Identify30-60 Days

Proactive ERP Implementation Phase I - Extension

ID: 6356823-50

Potential Value

$1,000,000

Deal Value

$0

Stated Probability

25%

Days in Pipeline

371

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

AI and Data Transformation

Global Service Code

TEC-Intelligent Analytics Platform (20383)

People & Dates

Partner

Müller Sara

Pursuit Leader

Coleman Scott

Open Date

May 7, 2025

Anticipated Win Date

May 29, 2026

Close Date

N/A

Details

Description

Proactive ERP Implementation Phase I - Extension

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

35.0%

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

$66,338

Key Triage Drivers

Work type
+0.650
Service sub-line track record
-0.481
Deal size
-0.318

Win Probability Models

P(Pursue)

35.0%

Model A: Planning

19.0%

Model B: Early Signal

10.2%

Stated Probability

25%

Model A: Planning

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

Win Probability

19.0%

Key Drivers

Time in current pipeline stage
-1.574
Brand new pursuit (vs renewal)
-1.141
Lead sales credit %
-0.696

Plain English

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

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

10.2%

Key Drivers

Brand new pursuit (vs renewal)
-0.794
Service sub-line track record
-0.631
Deal size
-0.574

Plain English

The model b: early signal estimates a low probability of winning (10%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, deal size.