Thomas Wilson

Notes

Initial contact made on March 17, 2025. The contact is a healthcare professional working in the technology industry. During our conversation, they expressed particular interest in process automation. Their communication preference is phone, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in security protocols and business development. Previous experience includes working with educational organizations for 11 years. They are currently seeking information about cloud solutions. Notable points from our discussion: enhanced security measures. Additional requirements include real-time reporting. Their team size is approximately 342 people. The contact mentioned their organization is planning to process automation within the next 12 months. Areas of potential collaboration include process automation and mobile applications. Additional follow-up may be required.