Identify60-90 Days

Multi-Phase Asset Management Roadmap (Amended)

ID: 5270065-30

Potential Value

$100,000

Deal Value

$0

Stated Probability

25%

Days in Pipeline

1108

Client & Account

Client

Nexus Holdings

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Quantitative Services

Global Service Code

Business Continuity (63925)

People & Dates

Partner

Jimenez Ryan

Pursuit Leader

Morris Andrew

Open Date

May 1, 2023

Anticipated Win Date

Jun 30, 2026

Close Date

N/A

Details

Description

Multi-Phase Asset Management Roadmap (Amended)

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

74.4%

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

$48,794

Key Triage Drivers

Work type
+0.604
Opportunity business unit
+0.561
Market segment
-0.465

Win Probability Models

P(Pursue)

74.4%

Model A: Planning

65.6%

Model B: Early Signal

19.6%

Stated Probability

25%

Model A: Planning

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

Win Probability

65.6%

Key Drivers

Time in current pipeline stage
-1.122
Brand new pursuit (vs renewal)
-0.897
Lead sales credit %
-0.755

Plain English

The model a: planning estimates a moderate probability of winning (66%). 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

19.6%

Key Drivers

Brand new pursuit (vs renewal)
-0.701
Market segment
-0.566
Deal size vs service line median
-0.499

Plain English

The model b: early signal estimates a low probability of winning (20%). Factors working against: brand new pursuit (vs renewal), market segment, deal size vs service line median.