IdentifyOver 90 Days

Strategic Process Improvement Framework - Phase 2

ID: 6014888-50

Potential Value

$19,570

Deal Value

$0

Stated Probability

10%

Days in Pipeline

905

Client & Account

Client

Momentum Capital

City

Chicago

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - BTA

Global Service Code

Internal Controls (50733)

People & Dates

Partner

Ward Feng

Pursuit Leader

Chen James

Open Date

Nov 20, 2023

Anticipated Win Date

Nov 15, 2026

Close Date

N/A

Details

Description

Strategic Process Improvement Framework - Phase 2

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

83.9%

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

$13,339

Key Triage Drivers

Work type
+0.696
Service sub-line track record
+0.577
Opportunity business unit
+0.531

Win Probability Models

P(Pursue)

83.9%

Model A: Planning

81.2%

Model B: Early Signal

61.2%

Stated Probability

10%

Model A: Planning

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

Win Probability

81.2%

Key Drivers

Time in current pipeline stage
-1.234
Brand new pursuit (vs renewal)
+1.048
Lead sales credit %
-0.775

Plain English

The model a: planning estimates a high probability of winning (81%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

61.2%

Key Drivers

Brand new pursuit (vs renewal)
+0.666
Account business unit
-0.533
Market segment
-0.501

Plain English

The model b: early signal estimates a moderate probability of winning (61%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: account business unit, market segment.