Predictika · FinOps services quotes

An AI sales agent's SoftwareOne FinOps quote, checked before it goes out

An AI sales agent prepares a quote for SoftwareOne FinOps services: the FinOps Maturity Assessment, the professional services FinOps Discovery and FinOps Accelerate, and the managed services FinOps Essentials and FinOps Advanced, run on SoftwareOne's Cloud Cost Control platform or on the customer's own tool, across Azure, AWS, Google Cloud and Microsoft 365. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how those services fit together and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: SoftwareOne FinOps services quotes: FinOps Maturity Assessment, FinOps Discovery, FinOps Accelerate, FinOps Essentials and FinOps Advanced, with the Cloud Cost Control platform, for any mix of Azure, AWS, Google Cloud and Microsoft 365. See everything this validator covers

This validator models SoftwareOne FinOps services quotes as the services are publicly described, not just the scenarios shown below.

  • Services — FinOps Maturity Assessment (advisory), FinOps Discovery and FinOps Accelerate (professional services, priced by the week) and FinOps Essentials and FinOps Advanced (managed services, priced from annual cloud spend for 12, 24 or 36 months).
  • Scope — Azure, AWS, Google Cloud and Microsoft 365; the Cloud Cost Control platform or the customer's own FinOps tool; advanced topics (chargeback, forecasting, automation, AI and sustainability) and business units for chargeback.
  • What the validator checks — that something is in scope, that Discovery and Accelerate lengths are in range, that the managed term is 12, 24 or 36 months and runs on a cost platform, that Microsoft 365 is on Cloud Cost Control, that advanced topics are only quoted on Accelerate and not again on Advanced, that chargeback has two business units, that annual spend meets the managed service minimum, that a separate assessment is not added to a service that includes one, and that the stated total matches the computed one.
  • Approvals — a total above $900,000, a three-cloud scope with very large spend on FinOps Advanced, an Accelerate engagement of 20 weeks or more, and four or more advanced topics go to a person.

Any SoftwareOne FinOps services quote that touches these services, platform and scope is in scope — not only the scenarios pictured here. Not covered: ITAM and SaaS management services, the Marketplace Platform, cloud resale and licensing, taxes and negotiated discounts. SoftwareOne publishes no FinOps prices, so every price on this page is illustrative.

The AI sales agentBuilds the FinOps services quote from the conversation with the customer 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
Services that include each otherOnly with workarounds
Discovery already includes a maturity assessment and Advanced already covers every topic; keeping a rep from quoting them again means exclusion rules between line items and someone to keep them in step.
The services and topics are facts in the request and the overlap is checked in the same pass.
Length ranges that depend on the serviceOnly with care
Discovery runs 4 to 8 weeks and Accelerate 12 to 26; a validation rule per service works, but each new service needs its own copy.
The range is chosen from the service and compared with the weeks quoted.
Microsoft 365 needs the right platformOnly with workarounds
A scope choice that forces a platform choice is a cross-field dependency, usually a product rule plus a validation rule that a rep sees only after saving.
The platform is checked against the scope on every call.
Managed fee from spend, with a floor and a term rateOnly with workarounds
The fee is a rate on annual cloud spend, with a minimum, and both change with the 12-, 24- or 36-month term; that is a price table per term plus a floor, kept in step by hand.
The rate and the floor are chosen from the term and the larger one is used, then compared with the stated total.
Chargeback needs business unitsOnly with care
A topic that depends on a count in another field is one more validation rule, easy to leave out.
Business units are an input and are checked whenever chargeback is quoted.
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.

1The quote has a FinOps Discovery of 3 weeks; Discovery is quoted for 4 to 8 weeks.
2The quote has no cloud and no Microsoft 365 in scope, so there is nothing to analyze.
3Microsoft 365 is in scope, and the cost platform is not Cloud Cost Control, which is the SoftwareOne platform that covers M365 as well as multi-cloud.
4The quote adds 1 advanced FinOps topics to a service that does not include them; chargeback, forecasting, automation, AI and sustainability belong to FinOps Accelerate and FinOps Advanced.
5A separate FinOps Maturity Assessment is quoted with a service that already includes a maturity assessment.
6The quote has a FinOps Accelerate of 11 weeks; Accelerate is quoted for 12 to 26 weeks.
7The FinOps Accelerate engagement runs 26 weeks, so a person should confirm consultant availability.
8The quote adds chargeback to FinOps Accelerate for 1 business unit; chargeback needs at least two business units to charge.
9The quote adds 4 advanced topics to FinOps Accelerate, so a person should confirm the scope.
10The quote has a managed service term of 18 months; managed FinOps is quoted for 12, 24 or 36 months.
11Annual cloud spend is $249,000; FinOps Essentials is quoted from $250,000 of annual cloud spend.
12The managed FinOps service is quoted with no cost platform; it runs on Cloud Cost Control or on a tool the customer already has.
13Annual cloud spend is $999,000; FinOps Advanced is quoted from 1 million dollars of annual cloud spend.
14The quote adds 1 advanced FinOps topics as separate lines on FinOps Advanced, which already covers all of them.
15The quote total is $1,611,000, above $900,000, so a person should confirm.
16FinOps Advanced covers three clouds with $25,000,000 of annual spend; delivery capacity should be confirmed by a person.
17The quote states a total of $596,999; the prices give $597,000.

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. Global retailer, FinOps Advanced: A quote for a global retailer's managed FinOps across three clouds and Microsoft 365

The agent's request. Please quote FinOps Advanced for Azure, AWS, Google Cloud and Microsoft 365, with $9,000,000 of annual cloud spend, on a 36-month term on the customer's own FinOps tool, with chargeback, forecasting and AI as advanced topics. The quote states $717,000 in total. It is ready to send.

Verdict: Blocked.

  • Microsoft 365 needs Cloud Cost Control. Microsoft 365 is in scope, and the cost platform is not Cloud Cost Control, which is the SoftwareOne platform that covers M365 as well as multi-cloud.
  • Topics quoted separately on Advanced. The quote adds 3 advanced FinOps topics as separate lines on FinOps Advanced, which already covers all of them.
  • Stated total does not match. The quote states a total of $717,000; the prices give $567,000.

2. Global retailer, FinOps Advanced: The agent resubmits after fixing the errors

The agent's request. Please quote FinOps Advanced for Azure, AWS, Google Cloud and Microsoft 365, with $9,000,000 of annual cloud spend, on a 36-month term on Cloud Cost Control. The quote states $609,000 in total. It is ready to send.

Verdict: Allowed.

  • Quote summary. A quote total of $609,000.

3. Insurer, FinOps Accelerate: A quote for an insurer's FinOps Accelerate engagement with five advanced topics

The agent's request. Please quote FinOps Accelerate for Azure and AWS, as an 8-week engagement, with chargeback, forecasting, automation, AI and sustainability as advanced topics, and a separate FinOps Maturity Assessment. The quote states $122,000 in total. It is ready to send.

Verdict: Blocked.

  • Accelerate length outside 12 to 26 weeks. The quote has a FinOps Accelerate of 8 weeks; Accelerate is quoted for 12 to 26 weeks.
  • Chargeback needs two business units. The quote adds chargeback to FinOps Accelerate for 1 business unit; chargeback needs at least two business units to charge.
  • Assessment already included. A separate FinOps Maturity Assessment is quoted with a service that already includes a maturity assessment.
  • Stated total does not match. The quote states a total of $122,000; the prices give $140,000.
  • Four or more topics. The quote adds 5 advanced topics to FinOps Accelerate, so a person should confirm the scope.

4. Insurer, FinOps Accelerate: The agent resubmits after fixing the errors

The agent's request. Please quote FinOps Accelerate for Azure and AWS, as a 16-week engagement across 4 business units, with chargeback, forecasting, automation, AI and sustainability as advanced topics. The quote states $210,000 in total. It is ready to send.

Verdict: Needs approval.

  • Four or more topics. The quote adds 5 advanced topics to FinOps Accelerate, so a person should confirm the scope.
  • Quote summary. A quote total of $210,000.

5. Insurer, FinOps Accelerate: The agent resubmits after fixing the errors

The agent's request. Please quote FinOps Accelerate for Azure and AWS, as a 16-week engagement across 4 business units, with chargeback, forecasting and AI as advanced topics. The quote states $198,000 in total. It is ready to send.

Verdict: Allowed.

  • Quote summary. A quote total of $198,000.

6. Regional bank, FinOps Essentials: A quote for a regional bank's managed FinOps Essentials with Microsoft 365

The agent's request. Please quote FinOps Essentials for Azure, AWS and Microsoft 365, with $1,200,000 of annual cloud spend, on an 18-month term on the customer's own FinOps tool. The quote states $96,000 in total. It is ready to send.

Verdict: Blocked.

  • Managed term is not 12, 24 or 36 months. The quote has a managed service term of 18 months; managed FinOps is quoted for 12, 24 or 36 months.
  • Microsoft 365 needs Cloud Cost Control. Microsoft 365 is in scope, and the cost platform is not Cloud Cost Control, which is the SoftwareOne platform that covers M365 as well as multi-cloud.
  • Stated total does not match. The quote states a total of $96,000; the prices give $48,000.

7. Regional bank, FinOps Essentials: The agent resubmits after fixing the errors

The agent's request. Please quote FinOps Essentials for Azure, AWS and Microsoft 365, with $1,200,000 of annual cloud spend, on a 24-month term on Cloud Cost Control. The quote states $115,200 in total. It is ready to send.

Verdict: Allowed.

  • Quote summary. A quote total of $115,200.

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 quote for SoftwareOne FinOps services: the FinOps Maturity Assessment, the professional services FinOps Discovery and FinOps Accelerate, the managed services FinOps Essentials and FinOps Advanced, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how those services fit together 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 FinOps Accelerate for Azure and AWS, as an 8-week engagement, with chargeback, forecasting, automation, AI and sustainability as advanced topics, and a separate FinOps Maturity Assessment. The quote states $122,000 in total. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with four findings and one approval, all in one answer. The quote has a FinOps Accelerate of 8 weeks; Accelerate is quoted for 12 to 26 weeks. The quote adds chargeback to FinOps Accelerate for 1 business unit; chargeback needs at least two business units to charge. A separate FinOps Maturity Assessment is quoted with a service that already includes a maturity assessment. The other one is on screen.
  6. The validator returned four 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.
  7. What this shows: for chargeback needs business units, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the weeks to 16, the business units to 4 and the stated total to $210,000. It removes the separate maturity assessment.
  10. It calls the validator again.
  11. Not blocked, but held for a person.
  12. The validator also returns the line-item quote. It starts with FinOps Accelerate engagement and Each cloud beyond the first; the other line is on screen.
  13. The four blocking findings are cleared; one approval remains for a person: four or more topics.
  14. The agent resubmits once more.
  15. The revised request. It changes the stated total to $198,000. It removes the automation topic and sustainability topic.
  16. It calls the validator once more.
  17. This time the validator clears it.
  18. The validator also returns the line-item quote. It starts with FinOps Accelerate engagement and Each cloud beyond the first; the other line is on screen.
  19. The earlier finding is cleared, and the validator's total, $198,000, matches the quote.
  20. Five problems caught in one call, fixed in two passes, and a clean $198,000 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.