Predictika · Facilities management proposals

An AI sales agent's integrated facilities management proposal, checked before it goes out

An AI sales agent prepares a proposal for an occupier's portfolio: the site type, the number of sites, the area, hard and soft services, the service level, the 24/7 helpdesk, planned maintenance, energy management, wellness certification, supplier management, the contract model, the term, and the monthly fee the proposal states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how these choices fit together, and returns a verdict, every reason and the monthly fee it computed.

Scope: One integrated facilities management proposal: site type, portfolio size, services, service level, add-on services, contract model, term and the stated monthly fee. See everything this validator covers

This validator models proposals for five site types and three contract models, not just the scenarios shown below.

  • Services and their dependencies — hard and soft services, the 24/7 helpdesk, planned and preventative maintenance, energy management, wellness certification and supplier management, and what each one needs in place first, such as an asset register or access to the building management system.
  • Site type and portfolio — office, industrial warehouse, data center, healthcare and retail sites, the minimum portfolio size and the minimum area per site, and the extra review for healthcare sites and for very large portfolios.
  • Service level, contract model and term — Essential, Standard and Premium levels, fixed fee, cost plus and management fee contracts, the 1 to 10 year term, and the approval needed for a long term or an uncapped cost-plus arrangement.
  • The stated monthly fee — the fee on the proposal is compared with the one computed from the services, level, contract model and term.

Any integrated facilities management proposal that touches these rules is in scope — not only the scenarios pictured here. Not covered: Cushman & Wakefield's other service lines. The service line names come from public Cushman & Wakefield pages; the contract models, service levels, scope dependencies, rates, fees and review thresholds are modeled from comparable products and are not published by Cushman & Wakefield. All fees are illustrative.

The AI sales agentBuilds the proposal 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.

7 scenarios in 3 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
Services that depend on other servicesOnly with workarounds
Planned maintenance needs an asset register and hard services, energy management needs hard services and building system access, and a data center needs critical environment engineering and the helpdesk, so each dependency needs its own rule.		The services are fields of one proposal, so each dependency is checked together with the rest on every call.
Add-ons that do not apply to every site typeOnly with care
Wellness certification is not offered for warehouses or data centers, and supplier management does not apply when all services are self-performed.		Site type, delivery and the add-ons are checked together, so an add-on that does not fit is named.
Contract terms tied to the contract modelOnly with workarounds
A fixed fee needs a term of 3 years or more, every contract needs 1 to 10 years, and a long term or an uncapped cost-plus arrangement needs approval.		Model, term and fee cap are fields of one proposal and are checked together on every call.
Approvals that stack on top of blocksOnly with workarounds
A very large portfolio, a long term and an uncapped cost-plus arrangement all need a person while a term outside the range stops the proposal outright, and a person should see them all at once.		Blocks and approvals are all reported together, so one problem never hides another.
A stated monthly fee that must match the computed oneOnly with workarounds
The fee comes from area, rate, service level, add-ons, contract model and term discount, so a separate rule must recompute it and compare it with the stated figure.		The stated fee is a field of the proposal and is compared with the computed one on every call.

  

  

    
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 proposal; approval findings need a person to sign off; everything else is computed.

    
1The proposal has neither hard services (engineering and maintenance) nor soft services (cleaning, security and similar); an integrated facilities management proposal needs at least one.
2The portfolio is 40 thousand square feet; this model starts integrated facilities management at 50 thousand.
320 sites in 150 thousand square feet averages under 10 thousand square feet a site; reduce the site count or add area.
4The Premium service level includes the 24/7 customer helpdesk; add it to the proposal.
5Planned and preventative maintenance is scheduled from an asset register; the site has none yet. Add an asset survey first.
6Planned and preventative maintenance is an engineering service and needs hard services in the proposal.
7Energy management needs hard services and access to the building management system.
8WELL certification support is offered in this model for office, healthcare and retail buildings only.
9A data center needs critical environment engineering and the 24/7 helpdesk in the proposal.
10Supplier management coordinates third-party vendors; it does not apply when all services are self-performed.
11A fixed fee is offered for terms of 3 years or more; the proposal shows 2.
12The term is 11 years; this model offers 1 to 10 years.
13A term of 11 years is longer than 7; commercial approval is needed.
14The proposal states a monthly fee of 1,000 dollars; the pricing gives 120,750 dollars.
15The portfolio is 2,500 thousand square feet; large portfolios need a commercial review.
16Healthcare sites need a compliance and infection-control scope review.
17A cost-plus arrangement without a not-to-exceed fee cap needs commercial approval.
1830 sites is a multi-site rollout; a program manager should review mobilization.

  

  

    
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. Data center proposal: A data center with wellness certification, energy management without system access, and self-performed supplier management

    
The agent's request. Please quote integrated facilities management for a data center of 120 thousand square feet across 1 site, with hard services, soft services, the 24/7 helpdesk, energy management, WELL certification support, and supplier management, at the Standard service level, with the assets already registered. The services are self-performed, on a fixed fee contract for 3 years. The proposal states a monthly fee of $145,550. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Energy management needs building system access. Energy management needs hard services and access to the building management system.
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  • Wellness certification only for occupied buildings. WELL certification support is offered in this model for office, healthcare and retail buildings only.
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  • Data center needs critical environment engineering. A data center needs critical environment engineering and the 24/7 helpdesk in the proposal.
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  • Supplier management needs managed vendors. Supplier management coordinates third-party vendors; it does not apply when all services are self-performed.
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  • Stated monthly fee does not match. The proposal states a monthly fee of 145,550 dollars; the pricing gives 148,050 dollars.
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2. Data center proposal: The agent resubmits after fixing the errors

    
The agent's request. Please quote integrated facilities management for a data center of 120 thousand square feet across 1 site, with hard services, soft services, the 24/7 helpdesk, energy management, supplier management, and critical environment engineering, at the Standard service level, with the assets already registered. The services are delivered through managed vendors, on a fixed fee contract for 3 years. The proposal states a monthly fee of $152,775. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Energy management needs building system access. Energy management needs hard services and access to the building management system.
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3. Data center proposal: The agent resubmits after fixing the errors

    
The agent's request. Please quote integrated facilities management for a data center of 120 thousand square feet across 1 site, with hard services, soft services, the 24/7 helpdesk, energy management, supplier management, and critical environment engineering, at the Standard service level, with the assets already registered. The services are delivered through managed vendors, on a fixed fee contract for 3 years. The proposal states a monthly fee of $152,775. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Fee summary. 132,000 dollars a month for services, 13,500 dollars a month for add-on services, 8 percent contract model adjustment, 3 percent term discount, 152,775 dollars a month net (illustrative pricing).
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4. Office portfolio proposal: A 30-site office portfolio with premium planned maintenance

    
The agent's request. Please quote integrated facilities management for an office portfolio of 250 thousand square feet across 30 sites, with hard services, soft services, and planned maintenance, at the Premium service level, with no asset register yet. The services are delivered through managed vendors, on a fixed fee contract for 2 years. The proposal states a monthly fee of $145,800. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Sites too small. 30 sites in 250 thousand square feet averages under 10 thousand square feet a site; reduce the site count or add area.
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  • Helpdesk needs a service to dispatch. The Premium service level includes the 24/7 customer helpdesk; add it to the proposal.
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  • Planned maintenance needs an asset register. Planned and preventative maintenance is scheduled from an asset register; the site has none yet. Add an asset survey first.
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  • Fixed fee needs a term of 3 years. A fixed fee is offered for terms of 3 years or more; the proposal shows 2.
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  • More than 25 sites. 30 sites is a multi-site rollout; a program manager should review mobilization.
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5. Office portfolio proposal: The agent resubmits after fixing the errors

    
The agent's request. Please quote integrated facilities management for an office portfolio of 400 thousand square feet across 20 sites, with hard services, soft services, the 24/7 helpdesk, and planned maintenance, at the Premium service level, with the assets already registered. The services are delivered through managed vendors, on a fixed fee contract for 3 years. The proposal states a monthly fee of $229,425. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Fee summary. 180,000 dollars a month for services, 2,500 dollars a month for add-on services, 8 percent contract model adjustment, 3 percent term discount, 229,425 dollars a month net (illustrative pricing).
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6. Large portfolio proposal: A cost-plus portfolio of 2.5 million square feet on an 11-year term

    
The agent's request. Please quote integrated facilities management for an office portfolio of 2,500 thousand square feet across 1 site, with hard services, soft services, and the 24/7 helpdesk, at the Standard service level, with the assets already registered. The services are delivered through managed vendors, on a cost plus contract for 11 years, without a fee cap. The proposal states a monthly fee of $1,071,125. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Term outside 1 to 10 years. The term is 11 years; this model offers 1 to 10 years.
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  • Portfolio above 2 million square feet. The portfolio is 2,500 thousand square feet; large portfolios need a commercial review.
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  • Term over 7 years. A term of 11 years is longer than 7; commercial approval is needed.
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  • Cost plus without fee cap. A cost-plus arrangement without a not-to-exceed fee cap needs commercial approval.
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7. Large portfolio proposal: The agent resubmits after fixing the errors

    
The agent's request. Please quote integrated facilities management for an office portfolio of 1,800 thousand square feet across 1 site, with hard services, soft services, and the 24/7 helpdesk, at the Standard service level, with the assets already registered. The services are delivered through managed vendors, on a cost plus contract for 6 years, with a not-to-exceed fee cap. The proposal states a monthly fee of $771,875. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Fee summary. 810,000 dollars a month for services, 2,500 dollars a month for add-on services, 0 percent contract model adjustment, 5 percent term discount, 771,875 dollars a month net (illustrative pricing).
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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 proposal for an occupier's portfolio: the site type, the number of sites, the area, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how these choices fit together, and returns a verdict, every reason and the monthly fee it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote integrated facilities management for a data center of 120 thousand square feet across 1 site, with hard services, soft services, the 24/7 helpdesk, and more. The services are self-performed, on a fixed fee contract for 3 years. The rest of the request is on screen. The proposal states a monthly fee of $145,550.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with five findings, all in one answer. Energy management needs hard services and access to the building management system. WELL certification support is offered in this model for office, healthcare and retail buildings only. A data center needs critical environment engineering and the 24/7 helpdesk in the proposal. The other two are on screen.
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  6. The validator returned five blocking findings 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 proposal are checked against each other.
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  7. What this shows: for a stated monthly fee 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 WELL certification to no, the critical environment engineering to yes, the delivery to managed vendors and the monthly fee stated on the proposal to 152,775.
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  10. It calls the validator again.
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  11. Still blocked, with one finding, all in one answer. Energy management needs hard services and access to the building management system.
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  12. Four findings cleared. Still blocking: energy management needs building system access.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the building system access to yes.
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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. The earlier finding is cleared.
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  18. Five problems caught in one call, fixed in two passes, and a clean proposal. That is the value of Predictika's validator: catching mistakes before they reach the merchant. Now you can try the other scenarios yourself.
    19.