Winning with Intelligence

56359921-7d6b-4505-b2f0-615264d4f347

Pursuit workspace

Northstar Health · Enterprise PMO transformation · $2.8M

Pursuit lifecycle

In ProgressLow risk

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

Score

Deadline

May 14

Owner

Avery Brooks

Progress

64%

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.

In Progress

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 77 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.

Pursue94

NAICS fit

Company profile includes NAICS 541611.

Match

541611

Company identifiers

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

Ready

Personnel fit

85% match

Noah Grant

Pricing lead

100%

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

Dr. Samira Chen

Technical SME

89%

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

Avery Brooks

Solution lead

86%

Healthcare sector experience · Requirement match: Minimum 3 healthcare PMO transformations in last 5 years · Section fit: PMO, Operating model, Executive governance

Partner strategy

100% coverage

Davis & Partners LLC

Sub · Northwell PMO

Past Partner

Change management, Training rollout

ShieldPoint Cyber

Teaming Partner · Veridian Health

Confirmed

Cyber controls, Evidence testing

Fieldstone Advisory

Prime · Lakeside Care Network

Past Partner

Clinical operations, Provider network strategy

Outcome learning evidence

100% evidence

Northwell PMO

Reduced portfolio reporting cycle time by 42% across 11 workstreams.

Healthcare delivery credibility · Executive operating rhythm · 31 citations

Veridian Health

Implemented SOC 2-aligned controls for protected data workflows.

Controls depth · Low-disruption implementation · 27 citations

Lakeside Care Network

Consolidated 5 intake models into a single governed delivery playbook.

Clinical operations empathy · Measurable adoption · 22 citations

Evidence graph

21 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

Northwell PMO

Open

Reduced portfolio reporting cycle time by 42% across 11 workstreams. 31 citations. Source: source/northwell-pmo-case-study.pdf. Final proposal: proposals/northwell-pmo-final.pdf.

project

Veridian Health

Open

Implemented SOC 2-aligned controls for protected data workflows. 27 citations. Source: source/veridian-data-governance.pdf. Final proposal: proposals/veridian-health-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

Noah Grant

Open

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

requirement:0 supported by project:PRJ-2201

requirement:0 supported by project:PRJ-2194

requirement:0 supported by project:PRJ-2077

requirement:1 supported by project:PRJ-2201

requirement:1 supported by project:PRJ-2194

requirement:1 supported by project:PRJ-2077

Next actions

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