Help your team move from scattered information to checked quotes, reviewed follow-up, and explainable revenue records.
For U.S. telecom channel partners that quote multi-vendor hardware and carrier services: resellers, carrier partners, WCPs, MVNOs, ISPs, and the MSPs that sell connectivity.
AI handles ambiguity. Software handles rules. People own consequential decisions.
Prefer to write it down first? Start the 2-minute fit check
Sharing this internally? Download the services overview (PDF, 3 pages)
The Quote & Solution Engine connects structured discovery, approved product selection, pricing rules, and review. Your team gets a draft configuration, bill of materials, scope, and customer quote with missing information and exceptions still visible.
Focused first scope typically live in 3–6 weeks after source access and scope approval.
Each engagement has a defined scope and a clear acceptance process. Every price below is a USD planning range, confirmed in a written proposal. A focused build typically runs 3–6 weeks after source access and scope approval.
For one well-defined workflow: confirm the sources, rules, and data fit before a build is committed. The fee is credited in full to the build if it is signed within 60 days of the assessment readout.
Book a 30-minute fit call →Inventory AI use, map manual work, identify duplication, establish current time and error baselines, and leave with a ranked build or no-build roadmap.
Read the service brief (PDF) →Bring catalogs, product documents, lifecycle information, and approved price sources into a searchable internal system with traceable answers.
Read the service brief (PDF) →Connect intake, approved product selection, pricing rules, verification, and customer output in one internal quoting workflow.
See how it works →Service brief (PDF)Fix the highest-cost revenue handoff first — meeting-to-pipeline, prospect-to-research, or pipeline-to-follow-up — then connect transcripts, research, CRM updates, and follow-up work around that workflow.
Read the service brief (PDF) →Reconcile carrier commission and billing statements against your own records — expected-versus-paid, missing activations, SPIFFs and residuals, duplicate credits, chargebacks, and vendor invoice variances.
See how it works →Service brief (PDF)Planning ranges in USD; scope and fees are confirmed in a written proposal. Assessment, implementation, and ongoing care are priced separately unless combined. Third-party software, model usage, hosting, data feeds, travel, and applicable taxes are additional unless included.
One approved catalog, one pricing source, one intake flow, one output format, and one approval path.
Several solution branches, lifecycle and dependency rules, multiple user roles and permissions, and read access to CRM data.
Multiple vendors and pricing structures, record write-back to connected systems, and several output formats. Complex multi-system builds may reach $75,000–$150,000+ after discovery.
Maintain the systems in scope through source refreshes, checks, issue review, model and tool updates, and a defined queue of smaller changes.
The care agreement names the systems covered, update cadence, support hours, response targets, and monthly change allowance. Scope determines the monthly fee; additional systems or material feature work require an agreed change.
Read the care brief (PDF) →Combine knowledge, quoting, revenue workflows, and assurance modules into a phased internal system built around the company’s priorities.
Discovery identifies the modules included and their sequence. A first phase may establish shared knowledge and quoting; later phases can connect account workflows or assurance. It is a scoped program, not every menu service at once — and included ongoing work replaces equivalent standalone care rather than being charged twice.
Read the program brief (PDF) →Teach practical research, analysis, drafting, and verification workflows using telecom and channel examples, approved tools, and role-specific playbooks. Available at any stage, often alongside a first build.
Every service brief covers deliverables, a focused starting scope, delivery, inputs, acceptance, boundaries, and investment.
Start with a free 30-minute fit call. Discovery and implementation are separately scoped.
Map the workflow, sources, and cost of errors: a Scoping & Data-Fit Assessment for one workflow ($2,500–$5,000, credited to the build), or the AI Workflow & Operations Audit for several.
Ship the selected workflow with agreed rules, review points, and acceptance examples.
Maintain the approved sources and behavior under a defined care agreement.
Each workflow defines which sources the system may use, which rules govern the result, and who approves the next action. When the evidence is incomplete, the workflow names the missing input and routes it for review.
Answers point to approved sources; missing or conflicting evidence stays visible.
Prices, totals, selections, and financial rules use agreed software logic, not model guesses.
Roles determine access to customer records and internal commercial information.
Named reviewers approve consequential AI-drafted outputs and changes before they move forward.
Representative examples, failure cases, and review records support each release decision.
PD Insights keeps client environments, client-specific code, source data, credentials, and commercial information segregated and does not share them between clients. Ownership and any case-study disclosure are agreed in writing.
Led by Pete Dunn, PD Insights brings telecom revenue operations and hands-on software development into the same engagement. The work starts with the process your team needs to improve and ends with an internal system, operating documentation, and a defined handoff.
Relevant work includes controlled quote drafting, catalog and lifecycle research, and meeting-to-pipeline workflows. These examples inform the delivery approach; your scope and acceptance measures are defined for your business.
PD Insights works best as a senior, hands-on partner on one workflow that matters. Some projects are better served elsewhere.
Not always. One well-defined workflow starts with a Scoping & Data-Fit Assessment ($2,500–$5,000), credited in full to the build if it is signed within 60 days of the assessment readout. The full AI Workflow & Operations Audit is for teams choosing among several workflows.
No. A Quote & Solution Engine includes the sources and rules needed for its own quoting workflow. A separate Knowledge & Pricing Intelligence System is for sharing that information across research, sales, support, or lifecycle work.
The number of workflows and systems, source quality, calculation rules, access requirements, output formats, and acceptance criteria. These are confirmed before the build is committed.
Third-party subscriptions, model usage, hosting, data feeds, and ongoing care are separate unless the proposal explicitly includes them. Each care agreement defines its coverage and change allowance.
Only where an authorized source supports that refresh. Otherwise, the system displays the latest accepted source update and identifies stale or missing information for review.
These are integration candidates. Discovery confirms the required functions, platform edition, permissions, and API access before a connection is included in scope.
The workflow identifies the missing source or input and routes the issue for review. Prices and product facts must come from approved evidence; calculations follow agreed software rules.
Your named reviewers approve AI-drafted quotes, external messages, consequential record changes, and finance exceptions at the points defined in the workflow.
A focused build typically runs 3–6 weeks after source access and scope approval. The exact schedule depends on access, source readiness, and reviewer availability; larger multi-workflow programs are phased so a focused workflow goes into use first.
Client-hosted, in your own cloud tenant or servers; in a cloud environment PD Insights manages for your company; or on local models when data can't leave your environment. The proposal sets hosting, access, and ownership.
No. Client information is not used to train public or third-party models without written authorization.
Share what starts it, who handles it, and what happens when it is late or wrong. I'll use the fit call to identify a practical next step.