PursueOver 90 Days

Integrated Finance Transformation

ID: 8063098-40

Potential Value

$500,000

Deal Value

$0

Stated Probability

20%

Days in Pipeline

1018

Client & Account

Client

Raven Insurance Systems

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Automation Advisory (58347)

People & Dates

Partner

Walker Kayla

Pursuit Leader

Nguyen Sara

Open Date

Jul 30, 2023

Anticipated Win Date

Jul 31, 2026

Close Date

N/A

Details

Description

Integrated Finance Transformation

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

66.3%

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

$80,814

Key Triage Drivers

Work type
+0.614
Opportunity business unit
+0.509
Deal size
-0.462

Win Probability Models

P(Pursue)

66.3%

Model A: Planning

24.4%

Model B: Early Signal

3.5%

Stated Probability

20%

Model A: Planning

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

Win Probability

24.4%

Key Drivers

Time in current pipeline stage
-1.274
Brand new pursuit (vs renewal)
-1.131
Deal size
-0.874

Plain English

The model a: planning estimates a low probability of winning (24%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), deal size.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

3.5%

Key Drivers

Brand new pursuit (vs renewal)
-0.942
Service sub-line track record
-0.708
Deal size
-0.685

Plain English

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