Predictika · Managed cloud service quotes

An AI sales agent's Presidio managed cloud quote, checked before it goes out

An AI sales agent prepares a monthly managed cloud quote for the Presidio service line: Adaptive Cloud Services on AWS at Cloud Essential, Cloud Optimize or Cloud Accelerate, or Operate Managed Service on Azure or Google Cloud, with an engagement model, a number of cloud accounts, technical advisory hours, Observability as a Service, 24x7 security operations, a 24x7 service desk, a contract term, a negotiated discount and a stated monthly total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the service line and returns a verdict and every reason.

Scope: Presidio Adaptive Cloud Services (AWS) and Operate Managed Service (Azure, Google Cloud) for a monthly quote, with tier and engagement fit, account and advisory-hour limits, add-ons, service desk size, term, discount and the stated total (modeled rules and prices). See everything this validator covers

This validator models Presidio managed cloud quotes, not just the scenarios shown below.

  • Tier, platform and engagement — Cloud Essential is a self-service tier on AWS, Azure and Google Cloud are quoted as Operate Managed Service at Optimize or Accelerate, and a fully managed engagement comes with Accelerate.
  • Accounts, hours and add-ons — the cloud accounts each tier covers, the technical advisory hours it includes and allows, and which add-ons (Observability as a Service, security operations, the service desk and its seat count) each tier can carry.
  • Spend, term and price — the minimum monthly cloud spend, the term, the discount limit with sign-off, very large estates, and the stated total against the computed monthly total.

Any Presidio managed cloud quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Presidio's other services, hardware and licensing resale. The service names, tier names and the AWS, Azure and Google Cloud split follow public descriptions; the account and hour limits, the pairing rules, the approvals and all prices are modeled, are not published by Presidio and are explained in the note at the foot of the page.

The AI sales agentBuilds the managed cloud 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.

6 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
Limits that depend on the tierOnly with care
Accounts, advisory hours, add-ons and engagement models all change with the tier, so every rule is keyed to the tier and another field at once.		The tier and every option are fields of one quote and are checked together on every call.
Platform and engagement pairingsOnly with workarounds
Azure and Google Cloud are not offered at Cloud Essential and a fully managed engagement needs Accelerate, which means comparing platform, tier and engagement together.		Platform, tier and engagement are compared on every call.
Discount, term and the stated totalOnly with workarounds
The agent states a monthly total that a rules engine has to rebuild from spend, accounts, hours, add-ons, term and discount to catch a mismatch.		The total is computed from the quote and compared with the stated figure on every call.
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.

    
19 thousand dollars of monthly cloud spend is below the 10 thousand minimum for a managed engagement.
226 cloud accounts is outside the 1 to 25 accounts this tier covers.
3101 cloud accounts is outside the 1 to 100 accounts this tier covers.
4501 cloud accounts is outside the 1 to 500 accounts this tier covers.
50 cloud accounts is outside the 1 to 100 accounts this tier covers.
6Cloud Essential is an Adaptive Cloud Services tier on AWS; Azure and GCP are quoted as Operate Managed Service at Optimize or Accelerate.
7Full operational ownership comes with Cloud Accelerate; choose co-managed or augmented for this tier.
8Cloud Essential is a self-service experience; an augmented engagement needs Optimize or Accelerate.
9Cloud Essential has no technical advisory hours; 5 were requested.
10Observability as a Service is added to Cloud Optimize or Cloud Accelerate, not Cloud Essential.
1124x7 security operations are added to Cloud Optimize or Cloud Accelerate, not Cloud Essential.
1281 advisory hours a month needs a staffing check; a person should confirm.
13160 advisory hours a month needs a staffing check; a person should confirm.
14161 technical advisory hours a month is above the 160 hour limit.
15161 advisory hours a month needs a staffing check; a person should confirm.
16The 24x7 service desk needs at least 25 users, and users are listed only when the service desk is added; the quote has 24 users.
17The 24x7 service desk needs at least 25 users, and users are listed only when the service desk is added; the quote has 40 users.
18A negotiated discount of 11 percent is above 10 percent; a person should approve it.
19A negotiated discount of 20 percent is above 10 percent; a person should approve it.
20A negotiated discount of 21 percent is above the 20 percent limit.
21A negotiated discount of 21 percent is above 10 percent; a person should approve it.
22500 thousand dollars of monthly cloud spend needs a delivery sizing review; a person should confirm.
23An augmented engagement at Cloud Accelerate needs a delivery lead to confirm named staff; a person should confirm.
24The quote states 699,900 cents a month; the tier, options, term and discount give 700,000 cents.
25The quote states 700,001 cents a month; the tier, options, term and discount give 700,000 cents.
26The quote states 1 cents a month; the tier, options, term and discount give 595,000 cents.
27A negotiated discount of 15 percent is above 10 percent; a person should approve it.
285 thousand dollars of monthly cloud spend is below the 10 thousand minimum for a managed engagement.

  

  

    
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. Platform, tier and engagement fit: A Google Cloud quote at Cloud Essential, fully managed, with advisory hours, add-ons, 30 accounts, a 22 percent discount and a wrong total

    
The agent's request. Please quote Operate Managed Service on Google Cloud at Cloud Essential, fully managed, for 8 thousand dollars of monthly cloud spend across 30 cloud accounts, with 5 technical advisory hours a month, with Observability as a Service, 24x7 security operations and a 24x7 service desk for 12 users, on a 24-month term and a 22 percent discount. The monthly total is 10,000 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Cloud spend below the minimum. 8 thousand dollars of monthly cloud spend is below the 10 thousand minimum for a managed engagement.
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  • Accounts outside the tier limit. 30 cloud accounts is outside the 1 to 25 accounts this tier covers.
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  • Operate Managed Service not at Cloud Essential. Cloud Essential is an Adaptive Cloud Services tier on AWS; Azure and GCP are quoted as Operate Managed Service at Optimize or Accelerate.
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  • Fully managed needs Accelerate. Full operational ownership comes with Cloud Accelerate; choose co-managed or augmented for this tier.
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  • No advisory hours on Essential. Cloud Essential has no technical advisory hours; 5 were requested.
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  • Observability needs Optimize or Accelerate. Observability as a Service is added to Cloud Optimize or Cloud Accelerate, not Cloud Essential.
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  • Security operations need Optimize or Accelerate. 24x7 security operations are added to Cloud Optimize or Cloud Accelerate, not Cloud Essential.
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  • Service desk seat count. The 24x7 service desk needs at least 25 users, and users are listed only when the service desk is added; the quote has 12 users.
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  • Discount above 20 percent. A negotiated discount of 22 percent is above the 20 percent limit.
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  • Stated total does not match. The quote states 1,000,000 cents a month; the tier, options, term and discount give 1,116,389 cents.
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  • Discount above 10 percent. A negotiated discount of 22 percent is above 10 percent; a person should approve it.
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2. Platform, tier and engagement fit: The agent resubmits after fixing the errors

    
The agent's request. Please quote Operate Managed Service on Azure at Cloud Accelerate, fully managed, for 80 thousand dollars of monthly cloud spend across 30 cloud accounts, with 40 technical advisory hours a month, with Observability as a Service, 24x7 security operations and a 24x7 service desk for 60 users, on a 24-month term and a 8 percent discount. The monthly total is 24,655.80 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary (modeled prices). 80 thousand dollars a month of cloud spend managed, 2,465,580 cents a month after term and discount.
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3. Account and advisory-hour limits: A Cloud Optimize quote with 130 accounts, 170 advisory hours and a 12 percent discount

    
The agent's request. Please quote Adaptive Cloud Services on AWS at Cloud Optimize, co-managed, for 150 thousand dollars of monthly cloud spend across 130 cloud accounts, with 170 technical advisory hours a month, with no add-ons, on a 36-month term and a 12 percent discount. The monthly total is 51,600 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Accounts outside the tier limit. 130 cloud accounts is outside the 1 to 100 accounts this tier covers.
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  • Advisory hours above 160. 170 technical advisory hours a month is above the 160 hour limit.
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  • Discount above 10 percent. A negotiated discount of 12 percent is above 10 percent; a person should approve it.
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  • Large advisory block. 170 advisory hours a month needs a staffing check; a person should confirm.
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4. Account and advisory-hour limits: The agent resubmits after fixing the errors

    
The agent's request. Please quote Adaptive Cloud Services on AWS at Cloud Accelerate, co-managed, for 150 thousand dollars of monthly cloud spend across 130 cloud accounts, with 70 technical advisory hours a month, with no add-ons, on a 36-month term and a 8 percent discount. The monthly total is 34,650 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary (modeled prices). 150 thousand dollars a month of cloud spend managed, 3,465,000 cents a month after term and discount.
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5. Service desk, discount and stated total: A Cloud Optimize quote with an 18 user service desk, an 11 percent discount and a wrong total

    
The agent's request. Please quote Adaptive Cloud Services on AWS at Cloud Optimize, co-managed, for 300 thousand dollars of monthly cloud spend across 90 cloud accounts, with 60 technical advisory hours a month, with a 24x7 service desk for 18 users, on a 36-month term and a 11 percent discount. The monthly total is 35,996.62 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Service desk seat count. The 24x7 service desk needs at least 25 users, and users are listed only when the service desk is added; the quote has 18 users.
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  • Stated total does not match. The quote states 3,599,662 cents a month; the tier, options, term and discount give 3,604,662 cents.
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  • Discount above 10 percent. A negotiated discount of 11 percent is above 10 percent; a person should approve it.
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6. Service desk, discount and stated total: The agent resubmits after fixing the errors

    
The agent's request. Please quote Adaptive Cloud Services on AWS at Cloud Optimize, co-managed, for 300 thousand dollars of monthly cloud spend across 90 cloud accounts, with 60 technical advisory hours a month, with a 24x7 service desk for 40 users, on a 36-month term and a 9 percent discount. The monthly total is 37,192.30 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary (modeled prices). 300 thousand dollars a month of cloud spend managed, 3,719,230 cents a month after term and discount.
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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 monthly managed cloud quote for the Presidio service line: Adaptive Cloud Services on AWS at Cloud Essential, Cloud Optimize or Cloud Accelerate, Operate Managed Service on Azure or Google Cloud. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the service line and returns a verdict and every reason.
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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 Operate Managed Service on Google Cloud at Cloud Essential, fully managed, for 8 thousand dollars of monthly cloud spend across 30 cloud accounts. The monthly total is 10,000 dollars. The rest of the request is on screen.
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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. 8 thousand dollars of monthly cloud spend is below the 10 thousand minimum for a managed engagement. 30 cloud accounts is outside the 1 to 25 accounts this tier covers. Cloud Essential is an Adaptive Cloud Services tier on AWS; Azure and GCP are quoted as Operate Managed Service at Optimize or Accelerate. 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 discount, term and the stated total, 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 platform to Operate Managed Service on Azure, the tier to Cloud Accelerate, the monthly cloud spend to 80 thousand dollars, the advisory hours a month to 40 and the stated monthly total to 24,655.80. Two more changes are on screen.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All eleven earlier findings are cleared.
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  13. Eleven problems caught in one call, fixed in one pass, 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.
    14.