Predictika · Managed cloud, backup and disaster recovery quotes

An AI sales agent's managed cloud and data protection quote, checked before it goes out

An AI sales agent prepares a quote for OTAVA: Private Cloud as a dedicated or virtual private cloud, Disaster Recovery as a Service, managed cloud backup, Cloud Connect, Backup for Microsoft 365 and Veeam backup for edge sites, with compliance-ready hosting for HIPAA, PCI DSS, ISO 27001 or HITRUST. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the services and how they depend on each other and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: OTAVA Private Cloud (dedicated and virtual), DRaaS, managed cloud backup, Cloud Connect, Backup for Microsoft 365, Veeam backup for edge, and compliance-ready hosting: sizing, recovery tiers, immutability, compliance prerequisites, the term and the stated total. See everything this validator covers

This validator models managed cloud and data protection quotes for OTAVA, not just the scenarios shown below. The service names, the dedicated and virtual private cloud options, the recovery platforms and the compliance frameworks come from OTAVA's public pages; OTAVA publishes no prices and no ordering rules, so every price and most rules on this page are illustrations set to be typical for a managed cloud provider.

  • Private Cloud — a virtual private cloud (multi-tenant, sized in vCPUs and memory) or a dedicated private cloud (single-tenant, sized in dedicated hosts), with storage, self-managed or managed by OTAVA.
  • Disaster Recovery as a Service — protected VMs on a recovery tier from near-zero to 24 hours, on Veeam, Zerto or VMware, recovering to the OTAVA cloud or to a public cloud.
  • Backup — managed cloud backup (Veeam-powered) per VM and per terabyte with optional immutable storage, Cloud Connect for customers who run Veeam themselves, Backup for Microsoft 365 per user, and Veeam backup for edge sites on SC//Platform, Hyper-V or VMware.
  • Compliance and checks — HIPAA (with a Business Associate Agreement), PCI DSS, ISO 27001 and HITRUST hosting; sizing that must fit the cloud model, protected VMs against the VMs in the environment, a term of at least 12 months and the stated total. Large environments, near-zero recovery for over 50 VMs, public cloud recovery and terms over 36 months go to a person.

Any OTAVA quote that touches these services and rules is in scope — not only the scenarios pictured here. Not covered: colocation, Broadcom VMware Cloud Foundation licensing, Managed Public Cloud, workload migration services, public cloud pass-through charges, taxes and negotiated discounts. Prices, minimums and most dependencies are illustrative, not OTAVA's.

The AI sales agentBuilds the OTAVA quote from the conversation and says it is ready.
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
Sizing that depends on the cloud modelOnly with care
A virtual private cloud is sized in vCPUs and memory and a dedicated private cloud in hosts; the product rules must stop the wrong unit being used for the chosen model and keep the minimum host count in step with the catalog.
The cloud model and every quantity are in one request and the sizing is checked against the model together.
A recovery tier that only works on one platformOnly with care
The near-zero tier needs continuous replication and so a particular platform, while slower tiers run on any of three; each pairing is a rule that must be written and tested.
The tier, the platform and the number of protected VMs are checked together on every call.
Compliance that reaches into other productsOnly with workarounds
HIPAA needs a Business Associate Agreement and immutable backups, and PCI DSS and HITRUST need a dedicated cloud; a validation rule must look across the framework, the backup quantities and the cloud model.
The framework is a field of the quote and every prerequisite is checked against the services actually quoted.
Protected VMs that must not exceed the VMs in the environmentOnly with workarounds
The disaster recovery and backup quantities have to be compared with a VM count held in another part of the quote, which a rep may leave empty or forget to update.
The VM count is a field of the quote and both services are compared with it on every call.
A stated total that must equal the list-price totalOnly with workarounds
The stated figure is free text; a rule can compare it with a computed total only after cloud, management, recovery, backup, edge and compliance charges have been summed over the term.
The total is computed and compared in the same pass as the other rules.
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, whatever order the choices arrived in.

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.

1A virtual private cloud is sized in vCPUs and gigabytes of memory, and the quote gives 0 vCPUs and 256 gigabytes of memory.
2The sizing does not match the cloud model; a virtual private cloud is sized in vCPUs and memory, a dedicated private cloud in dedicated hosts, and neither can be sized without a cloud.
3A dedicated private cloud is single-tenant infrastructure quoted in dedicated hosts, at least 2 for failover, and the quote has 1.
4The quote sizes the cloud above 12 dedicated hosts, 400 vCPUs or 200 terabytes of storage; capacity must be reserved, so a person should confirm.
5The quote has 8 terabytes of cloud storage but no private cloud to attach it to.
6The quote asks for a managed cloud service but includes no private cloud.
7The near-zero recovery tier is quoted on a platform other than Zerto; near-zero recovery depends on continuous replication.
8Near-zero recovery is quoted for 51 VMs; above 50 VMs the recovery design and capacity need a person to confirm.
9Disaster recovery needs protected VMs, a recovery tier and a platform (Veeam, Zerto or VMware) together, and the quote sets only some of them.
10The quote has no OTAVA service with a quantity above zero.
11The quote protects 61 VMs with disaster recovery but the environment has 60 VMs.
12Disaster recovery is quoted to a public cloud chosen by the customer; public cloud charges are passed through and not in this quote, so a person should confirm.
13The quote backs up 51 VMs but the environment has 50 VMs.
14Backup for Microsoft 365 is quoted for 24 users; it is sold for at least 25 users.
15Cloud Connect is client-managed and replicates Veeam backups to OTAVA, and the customer does not run Veeam.
16Backup for edge computing works with SC//Platform, Hyper-V or VMware, and the quote names another hypervisor for its 6 edge sites.
17HIPAA compliance is quoted without a Business Associate Agreement.
18A compliance framework is quoted with backup storage that is not immutable; compliance-ready backup requires immutable storage.
19PCI DSS and HITRUST scopes are hosted on a dedicated private cloud, and the quote puts them on a multi-tenant virtual private cloud.
20The quote has a term of 11 months; the shortest term is 12 months.
21The quote has a term of 37 months; terms over 36 months need a person to confirm price protection.
22The quote states a total of $165,887.99 for the term; the list prices give $165,888.00.

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. Manufacturer, edge sites: A quote for a manufacturer with 14 edge sites: Cloud Connect, edge backup and Microsoft 365 backup

The agent's request. Please quote OTAVA for a 24-month term, with a virtual private cloud with 160 vCPUs and 640 gigabytes of memory, 30 terabytes of cloud storage, Cloud Connect with 120 terabytes, Backup for Microsoft 365 for 450 users and Veeam backup for 14 edge sites on the existing hypervisor. The environment has 70 VMs. The quote states a total of $360,480.00 for 24 months. It is ready to send.

Verdict: Blocked.

  • Cloud Connect needs Veeam on site. Cloud Connect is client-managed and replicates Veeam backups to OTAVA, and the customer does not run Veeam.
  • Edge backup needs a supported hypervisor. Backup for edge computing works with SC//Platform, Hyper-V or VMware, and the quote names another hypervisor for its 14 edge sites.
  • Stated total does not match. The quote states a total of $360,480.00 for the term; the list prices give $501,600.00.

2. Manufacturer, edge sites: The agent resubmits after fixing the errors

The agent's request. Please quote OTAVA for a 24-month term, with a virtual private cloud with 160 vCPUs and 640 gigabytes of memory, 30 terabytes of cloud storage, Cloud Connect with 120 terabytes, Backup for Microsoft 365 for 450 users and Veeam backup for 14 edge sites on SC//Platform. The environment has 70 VMs. The company runs Veeam on site. The quote states a total of $501,600.00 for 24 months. It is ready to send.

Verdict: Allowed.

  • Quote summary. Monthly charge of $20,900.00 and a term total of $501,600.00 at list prices.

3. Regional health network, HIPAA: A quote for a regional health network: dedicated private cloud, DRaaS, backup and HIPAA hosting

The agent's request. Please quote OTAVA for a 36-month term, with a managed dedicated private cloud with 4 dedicated hosts, 60 terabytes of cloud storage, Disaster Recovery as a Service for 60 VMs on the four-hour tier with Veeam, recovering to the OTAVA cloud, managed cloud backup for 140 VMs with 80 terabytes of backup storage, Backup for Microsoft 365 for 900 users and HIPAA compliance-ready hosting. The environment has 140 VMs. The quote states a total of $1,337,040.00 for 36 months. It is ready to send.

Verdict: Blocked.

  • Compliance needs immutable backups. A compliance framework is quoted with backup storage that is not immutable; compliance-ready backup requires immutable storage.
  • HIPAA needs a signed BAA. HIPAA compliance is quoted without a Business Associate Agreement.

4. Regional health network, HIPAA: The agent resubmits after fixing the errors

The agent's request. Please quote OTAVA for a 36-month term, with a managed dedicated private cloud with 4 dedicated hosts, 60 terabytes of cloud storage, Disaster Recovery as a Service for 60 VMs on the four-hour tier with Veeam, recovering to the OTAVA cloud, managed cloud backup for 140 VMs with 80 terabytes of backup storage on immutable storage, Backup for Microsoft 365 for 900 users and HIPAA compliance-ready hosting with a signed Business Associate Agreement. The environment has 140 VMs. The quote states a total of $1,354,320.00 for 36 months. It is ready to send.

Verdict: Allowed.

  • Quote summary. Monthly charge of $37,620.00 and a term total of $1,354,320.00 at list prices.

5. Payment processor, PCI DSS: A quote for a payment processor: virtual private cloud, near-zero recovery and PCI DSS hosting

The agent's request. Please quote OTAVA for a 36-month term, with a managed virtual private cloud with 320 vCPUs and 1,280 gigabytes of memory, 90 terabytes of cloud storage, Disaster Recovery as a Service for 70 VMs on the near-zero tier with Veeam, recovering to a public cloud, managed cloud backup for 96 VMs with 60 terabytes of backup storage on immutable storage and PCI DSS compliance-ready hosting. The environment has 96 VMs. The quote states a total of $1,354,392.00 for 36 months. It is ready to send.

Verdict: Blocked.

  • Near-zero recovery needs Zerto. The near-zero recovery tier is quoted on a platform other than Zerto; near-zero recovery depends on continuous replication.
  • PCI DSS and HITRUST need a dedicated cloud. PCI DSS and HITRUST scopes are hosted on a dedicated private cloud, and the quote puts them on a multi-tenant virtual private cloud.
  • Near-zero recovery for over 50 VMs. Near-zero recovery is quoted for 70 VMs; above 50 VMs the recovery design and capacity need a person to confirm.
  • Recovery to a public cloud. Disaster recovery is quoted to a public cloud chosen by the customer; public cloud charges are passed through and not in this quote, so a person should confirm.

6. Payment processor, PCI DSS: The agent resubmits after fixing the errors

The agent's request. Please quote OTAVA for a 36-month term, with a managed dedicated private cloud with 6 dedicated hosts, 90 terabytes of cloud storage, Disaster Recovery as a Service for 70 VMs on the near-zero tier with Zerto, recovering to a public cloud, managed cloud backup for 96 VMs with 60 terabytes of backup storage on immutable storage and PCI DSS compliance-ready hosting. The environment has 96 VMs. The quote states a total of $1,628,352.00 for 36 months. It is ready to send.

Verdict: Needs approval.

  • Near-zero recovery for over 50 VMs. Near-zero recovery is quoted for 70 VMs; above 50 VMs the recovery design and capacity need a person to confirm.
  • Recovery to a public cloud. Disaster recovery is quoted to a public cloud chosen by the customer; public cloud charges are passed through and not in this quote, so a person should confirm.
  • Quote summary. Monthly charge of $45,232.00 and a term total of $1,628,352.00 at list prices.

7. Payment processor, PCI DSS: The agent resubmits after fixing the errors

The agent's request. Please quote OTAVA for a 36-month term, with a managed dedicated private cloud with 6 dedicated hosts, 90 terabytes of cloud storage, Disaster Recovery as a Service for 48 VMs on the near-zero tier with Zerto, recovering to the OTAVA cloud, managed cloud backup for 96 VMs with 60 terabytes of backup storage on immutable storage and PCI DSS compliance-ready hosting. The environment has 96 VMs. The quote states a total of $1,541,232.00 for 36 months. It is ready to send.

Verdict: Allowed.

  • Quote summary. Monthly charge of $42,812.00 and a term total of $1,541,232.00 at list prices.

Narration transcript

Click to expand

The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for OTAVA: Private Cloud as a dedicated or virtual private cloud, Disaster Recovery as a Service, managed cloud backup, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the services and how they depend on each other and returns a verdict, every reason, a line-item quote and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote OTAVA for a 24-month term, with a virtual private cloud with 160 vCPUs and 640 gigabytes of memory. The environment has 70 VMs. The rest of the request is on screen. The quote states a total of $360,480.00 for 24 months.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with three findings, all in one answer. Cloud Connect is client-managed and replicates Veeam backups to OTAVA, and the customer does not run Veeam. Backup for edge computing works with SC//Platform, Hyper-V or VMware, and the quote names another hypervisor for its 14 edge sites. The quote states a total of $360,480.00 for the term; the list prices give $501,600.00.
  6. The validator returned three 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 quote are checked against each other and against the stated total.
  7. What this shows: for a stated total that must equal the list-price total, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the customer runs Veeam to yes, the edge hypervisor to SC//Platform and the stated total to $501,600.00.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The validator also returns the line-item quote. It starts with Virtual private cloud vCPUs per vCPU and Virtual private cloud memory per gigabyte; the other four lines are on screen.
  13. All three earlier findings are cleared, and the validator's total, $501,600.00, matches the quote.
  14. Three problems caught in one call, fixed in one pass, and a clean $501,600.00 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.