Joseph Thomas

Notes

Initial contact made on March 10, 2025. The contact is a education professional working in the healthcare industry. During our conversation, they expressed particular interest in data analytics. Their communication preference is video calls, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in project management and cloud infrastructure. Previous experience includes working with financial institutions for 5 years. They are currently seeking information about security improvements. Notable points from our discussion: enhanced security measures. Additional requirements include automated workflows. Their team size is approximately 455 people. The contact mentioned their organization is planning to process automation within the next 15 months. Areas of potential collaboration include digital transformation and process automation. Additional follow-up may be required.