Predictika · EHS, operational risk and sustainability quotes

An AI sales agent's EHS and sustainability modules quote, checked before it goes out

An AI sales agent prepares a quote for Sphera: Health and Safety modules such as Incident Management, Audits, Management of Change and Risk Assessment, Operational Risk modules such as Permit to Work, Isolation Management and Process Safety Management, Environmental Accounting, Product Stewardship (Safety Data Sheet Management and Chemical Management) and the LCA products, delivered on SpheraCloud or on-premise. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the modules and how they depend on each other and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Sphera quotes for SpheraCloud Health and Safety, Operational Risk, Environmental Accounting, Product Stewardship and LCA modules: module dependencies, sites and named users, the LCA for Experts limit, the term and the stated total. See everything this validator covers

This validator models module quotes for Sphera, not just the scenarios shown below. The module names and the product families come from Sphera's public product pages; Sphera publishes no prices and no dependency rules, so every price and most rules on this page are illustrations set to be typical for enterprise EHS software.

  • Health and Safety — Incident Management, Audits, Management of Change, Risk Assessment, Training Management, Contractor Safety and Analytics, priced per site per year.
  • Operational Risk and Environmental — Permit to Work, Isolation Management, Interactive P&ID and Process Safety Management, plus Air/GHG Emissions Management and Waste Management, priced per site per year.
  • Product Stewardship and LCA — Safety Data Sheet Management, Chemical Inventory Management and Chemical Risk Assessment, and LCA for Experts (up to 25 LCAs), the LCA Calculator (cloud-based), LCA BOM Import and Managed LCA Content in the Standard and Premium bundles, priced per year.
  • Platform and checks — SpheraCloud or on-premise; a SpheraCloud platform fee and named users; modules that need other modules, a 3-year term for Operational Risk modules, and the stated total. Over 50 sites, over 2,000 users, terms over five years and on-premise deployments go to a person.

Any Sphera module quote that touches these modules and rules is in scope — not only the scenarios pictured here. Not covered: LCA Automation, LCA for Packaging, BOMcheck, Supply Chain Risk Management, services and training, taxes and negotiated discounts. Prices, minimums and most dependencies are illustrative, not Sphera's.

The AI sales agentBuilds the Sphera module 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

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
Modules that only work with other modulesOnly with care
Management of Change needs Risk Assessment, Permit to Work and Interactive P&ID need Isolation Management and Contractor Safety needs Training Management; each pairing is a product rule that must be written, kept in step with the catalog and tested.		Every module and its prerequisites are in one request and each dependency is checked together.
A chain of chemical modulesOnly with care
Chemical Risk Assessment needs Chemical Inventory, which needs Safety Data Sheet Management; a chain is easy to cut at one link when a rep edits the quote.		The whole chain is checked on every call and each missing link is its own finding.
A limit on one tool and a cloud-only toolOnly with workarounds
LCA for Experts is scoped to 25 assessments and the LCA Calculator is cloud-based; the first is a count the quote must carry and the second a rule that joins a product to the deployment choice.		The assessment count and the deployment are fields of the quote and both limits are checked in the same pass.
A minimum term that depends on which modules are chosenOnly with workarounds
Operational Risk modules need a longer term than the rest; a validation rule must look across four modules and the term, and a new module must be added to it by hand.		The term is compared with the modules actually quoted 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 the platform fee, the user fee, every per-site module and every flat module 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.

    
1The quote has 24 named users for the site-priced modules; a SpheraCloud subscription needs at least 25 named users.
2The quote has Health and Safety, Operational Risk or Environmental modules, which are priced per site, but gives no number of sites; at least 1 site is needed.
3The quote covers 51 sites; programs of more than 50 sites are priced as an enterprise program, so a person should confirm.
4The quote has 2,001 named users; above 2,000 users Sphera offers volume pricing, so a person should confirm.
5Management of Change is quoted without Risk Assessment; changes are assessed for risk, so the two are sold together.
6Contractor Safety is quoted without Training Management; contractor competence is tracked in Training Management.
7Permit to Work is quoted without Isolation Management; permits that involve isolating equipment need Isolation Management.
8Interactive P&ID is quoted without Isolation Management; the diagram is used to plan isolations.
9The quote has Operational Risk modules on a term of 2 years; they are sold on a term of at least 3 years.
10The quote has a term of 0 years; the shortest term is 1 year.
11The quote has a term of 6 years; terms over 5 years need a person to confirm price protection.
12Chemical Inventory Management is quoted without Safety Data Sheet Management; the inventory is built on the safety data sheets.
13Chemical Risk Assessment is quoted without Chemical Inventory Management; it assesses the chemicals held in the inventory.
14LCA for Experts is quoted for 26 assessments; it is meant for up to 25 LCAs, and larger programs need LCA Automation.
15The LCA Calculator is a cloud-based tool and cannot be quoted for an on-premise deployment.
16The quote is for an on-premise deployment; Sphera offers on-premise as well as SpheraCloud but its pricing is set separately, so a person should confirm.
17A Managed LCA Content bundle is quoted without LCA for Experts or the LCA Calculator to use it.
18LCA BOM Import is quoted without LCA for Experts, which it feeds.
19The quote has no Sphera module.
20The quote states a total of $257,999 for the term; the list prices give $258,000.

  

  

    
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 Sphera: Health and Safety modules such as Incident Management, Audits, Management of Change and Risk Assessment, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the modules and how they depend on each other and returns a verdict, every reason, a line-item quote and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Sphera on SpheraCloud for a 3-year term, covering 8 sites and 240 named users, with Incident Management, Audits. The quote states a total of $1,207,200 for 3 years. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with three findings, all in one answer. Management of Change is quoted without Risk Assessment; changes are assessed for risk, so the two are sold together. Permit to Work is quoted without Isolation Management; permits that involve isolating equipment need Isolation Management. Interactive P&ID is quoted without Isolation Management; the diagram is used to plan isolations.
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  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.
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  7. What this shows: for modules that only work with other modules, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the stated total to $1,495,200. It sets the Risk Assessment to quoted and the Isolation Management to quoted.
    10. 
      
  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. The validator also returns the line-item quote. It starts with SpheraCloud platform subscription and Named users; the other nine lines are on screen.
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  13. All three earlier findings are cleared, and the validator's total, $1,495,200, matches the quote.
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  14. Three problems caught in one call, fixed in one pass, and a clean $1,495,200 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.
    15.