Winning with Intelligence

22b96fa9-38ff-41ce-96b5-c6666c01796e

Pursuit workspace

Horizon Bank · Risk operating model redesign · $3.1M

Pursuit lifecycle

SubmittedLow risk

Manage this pursuit from qualification through capture planning, proposal execution, pricing, reviews, submission, and learning.

Score

Deadline

TBD

Owner

Avery Brooks

Progress

100%

Step 1

Qualify

Fit, eligibility, risk, and bid governance.

Step 2

Capture Plan

Buyer context, strategy, partners, risks, and milestones.

Step 3

Proposal Build

Requirements, team, response sections, and evidence.

Step 4

Pricing & Reviews

Commercial approvals and color-team gates.

Step 5

Submission

Package readiness, export, portal notes, and confirmation.

Step 6

Learning

Outcome, debrief, reusable evidence, and lessons learned.

Qualification

Fit, eligibility, risk, and bid governance.

Pursuit status

Update the pursuit lifecycle here. Terminal decisions require a reason and are captured in the audit trail.

Submitted

Go/No-Go decision

Score the reviewed pursuit before assigning people or generating proposal content.

Medium confidenceGo

Go score

Fit, personnel coverage, and compliance indicators support pursuing this bid.

Requirement fit

Based on pass, review, and gap statuses from parsing review.

Personnel coverage

4/4 requirements covered by candidate matches.

Compliance fit

NAICS 541611 matches company profile.

Pricing confidence

Based on pricing requirement status and margin approval readiness.

Deadline risk

NaN days until submission.

Risk flags

No material risk flags detected.

Evidence pack

Requirement evidence

requirement

Grounded

2 pass, 2 review, and 0 gap requirements in the current parse review.

Personnel coverage

personnel

Grounded

4/4 requirements covered with 74 average match score.

Company eligibility

company

Grounded

Opportunity NAICS 541611 is present in the company profile.

Pricing readiness

pricing

Grounded

Based on pricing requirement status and margin approval readiness.

Submission timing

timing

Needs Review

NaN days until submission.

Decision guardrails

Mandatory requirements

Pass

No mandatory gaps detected in reviewed requirements.

Company eligibility

Pass

NAICS 541611 matches the company profile.

Deadline feasibility

Block

NaN days until submission.

Pricing approval

Review

Based on pricing requirement status and margin approval readiness.

Executive risk threshold

Pass

0 high-severity risk flags detected.

Missing information

Onsite workshops in Denver during discoveryFixed-fee implementation with 22% target marginPricing and margin approval evidence

Decision rationale

Capture intelligence

Eligibility, people, partners, and winning evidence before the team commits.

Executive Review69

NAICS fit

No SAM.gov or intake NAICS code is mapped to this opportunity yet.

Review

Unknown

Company identifiers

EIN, DUNS, UEI, CAGE, owner, and proposal contact are captured.

Ready

Personnel fit

83% match

Dr. Samira Chen

Technical SME

89%

Financial Services sector experience · Requirement match: Minimum 3 healthcare PMO transformations in last 5 years · Section fit: SOC 2 controls, Protected data workflows, Risk governance

Noah Grant

Pricing lead

82%

Requirement match: Minimum 3 healthcare PMO transformations in last 5 years · Section fit: Fixed-fee pricing, Margin modeling, Delivery economics · Past performance: Lakeside Care Network, MetroGrid Utilities

ViciIQ AI

Relevant experience SME

79%

Financial Services sector experience · Requirement match: Minimum 3 healthcare PMO transformations in last 5 years · Section fit: Healthcare

Partner strategy

34% coverage

Fieldstone Advisory

Prime · Lakeside Care Network

Past Partner

Clinical operations, Provider network strategy

Outcome learning evidence

68% evidence

Horizon Bank

Cut risk committee prep effort by 35% and improved evidence traceability.

Regulatory credibility · Operating cadence · 18 citations

Lakeside Care Network

Consolidated 5 intake models into a single governed delivery playbook.

Clinical operations empathy · Measurable adoption · 22 citations

Evidence graph

15 links

requirement

Minimum 3 healthcare PMO transformations in last 5 years

Open

ViciIQ confidence 92%

requirement

SOC 2 controls experience for protected health data

Open

ViciIQ confidence 92%

requirement

Onsite workshops in Denver during discovery

Open

ViciIQ confidence 74%

requirement

Fixed-fee implementation with 22% target margin

Open

ViciIQ confidence 74%

project

Horizon Bank

Open

Cut risk committee prep effort by 35% and improved evidence traceability. 18 citations. Source: source/horizon-risk-transformation.pdf. Final proposal: proposals/horizon-bank-risk-final.pdf.

project

Lakeside Care Network

Open

Consolidated 5 intake models into a single governed delivery playbook. 22 citations. Source: source/lakeside-care-network-playbook.pdf. Final proposal: proposals/lakeside-operating-model-final.pdf.

personnel

Dr. Samira Chen

Open

Financial Services sector experience Requirement match: Minimum 3 healthcare PMO transformations in last 5 years

personnel

Noah Grant

Open

Requirement match: Minimum 3 healthcare PMO transformations in last 5 years Section fit: Fixed-fee pricing, Margin modeling, Delivery economics

requirement:0 supported by project:PRJ-2018

requirement:0 supported by project:PRJ-2077

requirement:1 supported by project:PRJ-2018

requirement:1 supported by project:PRJ-2077

requirement:2 supported by project:PRJ-2018

requirement:2 supported by project:PRJ-2077

Capture risks

Atlas Systems conflict from Horizon Bank

Next actions

Attach outcome evidence to the proposal strategy so win/loss learning can trace back to source proof.