Joseph Lewis

Notes

Initial contact made on March 17, 2025. The contact is a education professional working in the finance industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is email, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in data analysis and cloud infrastructure. Previous experience includes working with healthcare providers for 9 years. They are currently seeking information about security improvements. Notable points from our discussion: automated workflows. Additional requirements include mobile accessibility. Their team size is approximately 110 people. The contact mentioned their organization is planning to security enhancement within the next 14 months. Areas of potential collaboration include digital transformation and security improvements. Additional follow-up may be required.