William Jones

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the retail industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is in-person meetings, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in project management and system architecture. Previous experience includes working with financial institutions for 10 years. They are currently seeking information about data analytics. Notable points from our discussion: real-time reporting. Additional requirements include mobile accessibility. Their team size is approximately 148 people. The contact mentioned their organization is planning to security enhancement within the next 4 months. Areas of potential collaboration include process automation and cloud solutions. Additional follow-up may be required.