Predictika · Managed workplace and Device as a Service

An AI sales agent's Managed Workplace quote, checked before it goes out

An AI sales agent prepares a Managed Workplace quote built on Device as a Service: the package, the device class, the number of devices, the term, the options for monitoring, VIP support and client engineering, SMART Workplace licences, on-site days, the discount and the monthly total the quote states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how those choices fit together and returns a verdict, every reason and the totals it computed.

Scope: One Managed Workplace quote: package, device class and count, term, options, licences, on-site days, discount and the stated monthly total. See everything this validator covers

This validator models Managed Workplace quotes, not just the scenarios shown below.

  • Packages and options — proactive monitoring and VIP support, which belong to the Operations package, client engineering, which is not offered with Basic, and VIP users, who need VIP support and no more than the devices.
  • Devices and term — a minimum of 10 devices, lifecycle terms of 24, 36 or 48 months, workstations only up to 36 months, and a logistics review for a rollout over 500 devices.
  • Licences and on-site services — a SMART Workplace licence for every managed device, and on-site days of 1 to 20 a month per site, only when on-site services are chosen.
  • Commercial terms — a discount above 10 percent that goes to sales management and above 20 percent that is blocked, workstations without the Operations package, and the stated monthly total against the one computed.

Any Managed Workplace quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Bechtle Clouds, Managed Data Centre and the resale of vendor hardware. Package and service names follow the public Bechtle Managed Workplace and Device as a Service pages; the minimum device count, terms, option rules, discount thresholds and every price are modeled from comparable managed-workplace offerings and are illustrative, not published by Bechtle.

The AI sales agentBuilds the quote from the conversation with the customer and says it is ready to send.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 2 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Options that exist only in some packagesOnly with care
Proactive monitoring and VIP support belong to Operations and client engineering is missing from Basic, so each option needs its own rule against the package, and a new package means new rules.		The package is one choice and every option is checked against it in the same pass.
Counts that must agree with each otherOnly with workarounds
Licences must cover the devices, VIP users must not exceed them, and on-site days scale with the number of sites, so the rules compare one count with another.		The counts are compared inside the model in the same call.
Limits that depend on the device classOnly with workarounds
Workstations are limited to a 36-month term and normally come with Operations, which means a separate rule for the device class and the package.		The device class, the term and the package are checked together.
A stated monthly total that must match the computed oneOnly with workarounds
The total depends on the device class, package, term, options, licences and on-site days, so a separate rule has to compute it and compare it with the total the quote states.		The total is computed inside the model and compared with the stated one.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, so the agent can fix them in a single pass.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1Client engineering (for example operating system image setup) is an option of the Rollout and Operations packages, not Basic.
2Device as a Service is modeled from 10 devices; the quote has 9.
3The lifecycle term is 24, 36 or 48 months in this model; the quote has 30 months.
4Workstations are modeled for terms up to 36 months; the quote has 48 months.
5Workstations are normally quoted with the Operations package; a service manager should confirm the Basic package.
6Proactive monitoring is an Operations package option; the quote has the Rollout package.
7VIP support is an Operations package option; the quote has the Basic package.
8VIP support needs at least 1 VIP user and no more than the 25 devices, and VIP users need VIP support; the quote has 0 VIP users.
9SMART Workplace manages devices through Microsoft Intune and needs a cloud licence per managed device; the quote has 10 licences for 25 devices.
10On-site services need 1 to 20 days a month per site, and days need on-site services; the quote has 2 days for 1 site(s).
11A discount of 25 percent is above the 20 percent maximum in this model.
12A discount of 15 percent is above 10 percent and needs sales-management approval.
13The quote states EUR 1,000 per month; the quoted devices and services add up to EUR 1,125.
14A rollout of 600 devices needs a logistics review of staging and on-site capacity.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Basic package order: An eight-workstation order on the Basic package that asks for proactive monitoring, VIP support with no VIP users, client engineering, a 48-month term, too few licences, too many on-site days, a 25 percent discount and a wrong monthly total

    
The agent's request. Please quote 8 workstations on the Basic package for a 48-month term. Options: proactive monitoring, VIP support for 0 users, client engineering, SMART Workplace with 5 licences, on-site services for 25 days a month across 1 site. The discount is 25 percent. The quote states a monthly total of EUR 1,500. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Fewer than 10 devices. Device as a Service is modeled from 10 devices; the quote has 8.
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  • Workstation term over 36 months. Workstations are modeled for terms up to 36 months; the quote has 48 months.
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  • Proactive monitoring needs Operations. Proactive monitoring is an Operations package option; the quote has the Basic package.
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  • VIP support needs Operations. VIP support is an Operations package option; the quote has the Basic package.
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  • VIP users inconsistent. VIP support needs at least 1 VIP user and no more than the 8 devices, and VIP users need VIP support; the quote has 0 VIP users.
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  • Client engineering needs Rollout or Operations. Client engineering (for example operating system image setup) is an option of the Rollout and Operations packages, not Basic.
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  • SMART Workplace needs licences. SMART Workplace manages devices through Microsoft Intune and needs a cloud licence per managed device; the quote has 5 licences for 8 devices.
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  • On-site days inconsistent. On-site services need 1 to 20 days a month per site, and days need on-site services; the quote has 25 days for 1 site(s).
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  • Discount over 20 percent. A discount of 25 percent is above the 20 percent maximum in this model.
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  • Stated monthly total does not match. The quote states EUR 1,500 per month; the quoted devices and services add up to EUR 14,221.
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  • Workstation fleet without Operations. Workstations are normally quoted with the Operations package; a service manager should confirm the Basic package.
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2. Basic package order: The agent resubmits after fixing the errors

    
The agent's request. Please quote 25 workstations on the Operations package for a 48-month term. Options: proactive monitoring, VIP support for 3 users, client engineering, SMART Workplace with 10 licences, on-site services for 25 days a month across 1 site. The discount is 15 percent. The quote states a monthly total of EUR 16,005. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Workstation term over 36 months. Workstations are modeled for terms up to 36 months; the quote has 48 months.
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  • SMART Workplace needs licences. SMART Workplace manages devices through Microsoft Intune and needs a cloud licence per managed device; the quote has 10 licences for 25 devices.
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  • On-site days inconsistent. On-site services need 1 to 20 days a month per site, and days need on-site services; the quote has 25 days for 1 site(s).
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  • Discount needs approval. A discount of 15 percent is above 10 percent and needs sales-management approval.
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3. Basic package order: The agent resubmits after fixing the errors

    
The agent's request. Please quote 25 workstations on the Operations package for a 36-month term. Options: proactive monitoring, VIP support for 3 users, client engineering, SMART Workplace with 25 licences, on-site services for 15 days a month across 1 site. The discount is 10 percent. The quote states a monthly total of EUR 10,850. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 25 devices on the Operations package for 36 months; monthly total EUR 10,850 (illustrative prices).
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4. 600-desktop rollout: A 600-desktop rollout over three sites with a 30-month term, too few licences, too many on-site days, a 12 percent discount and a wrong monthly total

    
The agent's request. Please quote 600 desktops on the Rollout package for a 30-month term. Options: client engineering, SMART Workplace with 500 licences, on-site services for 70 days a month across 3 sites. The discount is 12 percent. The quote states a monthly total of EUR 20,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Term not offered. The lifecycle term is 24, 36 or 48 months in this model; the quote has 30 months.
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  • SMART Workplace needs licences. SMART Workplace manages devices through Microsoft Intune and needs a cloud licence per managed device; the quote has 500 licences for 600 devices.
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  • On-site days inconsistent. On-site services need 1 to 20 days a month per site, and days need on-site services; the quote has 70 days for 3 site(s).
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  • Stated monthly total does not match. The quote states EUR 20,000 per month; the quoted devices and services add up to EUR 67,700.
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  • Discount needs approval. A discount of 12 percent is above 10 percent and needs sales-management approval.
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  • Large rollout. A rollout of 600 devices needs a logistics review of staging and on-site capacity.
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5. 600-desktop rollout: The agent resubmits after fixing the errors

    
The agent's request. Please quote 600 desktops on the Rollout package for a 36-month term. Options: client engineering, SMART Workplace with 600 licences, on-site services for 45 days a month across 3 sites. The discount is 12 percent. The quote states a monthly total of EUR 55,500. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A discount of 12 percent is above 10 percent and needs sales-management approval.
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  • Large rollout. A rollout of 600 devices needs a logistics review of staging and on-site capacity.
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  • Quote summary. 600 devices on the Rollout package for 36 months; monthly total EUR 55,500 (illustrative prices).
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6. 600-desktop rollout: The agent resubmits after fixing the errors

    
The agent's request. Please quote 480 desktops on the Rollout package for a 36-month term. Options: client engineering, SMART Workplace with 480 licences, on-site services for 45 days a month across 3 sites. The discount is 8 percent. The quote states a monthly total of EUR 49,260. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 480 devices on the Rollout package for 36 months; monthly total EUR 49,260 (illustrative prices).
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a Managed Workplace quote built on Device as a Service: the package, the device class, the number of devices, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how those choices fit together and returns a verdict, every reason and the totals it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote 8 workstations on the Basic package for a 48-month term. Options: proactive monitoring, VIP support for 0 users, client engineering, SMART Workplace with 5 licences, on-site services for 25 days a month across 1 site. The rest of the request is on screen. The quote states a monthly total of EUR 1,500.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with ten findings and one approval, all in one answer. Device as a Service is modeled from 10 devices; the quote has 8. Workstations are modeled for terms up to 36 months; the quote has 48 months. Proactive monitoring is an Operations package option; the quote has the Basic package. The other seven are on screen.
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  6. The validator returned ten blocking findings and one approval in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other and against the stated total.
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  7. What this shows: for a stated monthly total that must match the computed one, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the package to operations, the devices to 25, the VIP users to 3, the licences to 10, the discount to 15 percent and the monthly total stated on the quote to 16,005.
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  10. It calls the validator again.
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  11. Still blocked, with three findings and one approval, all in one answer. Workstations are modeled for terms up to 36 months; the quote has 48 months. SMART Workplace manages devices through Microsoft Intune and needs a cloud licence per managed device; the quote has 10 licences for 25 devices. On-site services need 1 to 20 days a month per site, and days need on-site services; the quote has 25 days for 1 site(s).
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  12. Eight findings cleared. Still blocking: workstation term over 36 months, SMART Workplace needs licences and on-site days inconsistent. A new approval needs a person: discount needs approval.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the term to 36 months, the licences to 25, the on-site days per month to 15, the discount to 10 percent and the monthly total stated on the quote to 10,850.
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  15. It calls the validator once more.
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  16. This time the validator clears it.
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  17. All four earlier findings are cleared.
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  18. Eleven problems caught in one call, fixed in two passes, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    19.