Joshua Garcia

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the education industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is email, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in project management and project management. Previous experience includes working with financial institutions for 14 years. They are currently seeking information about cloud solutions. Notable points from our discussion: real-time reporting. Additional requirements include real-time reporting. Their team size is approximately 401 people. The contact mentioned their organization is planning to system upgrade within the next 3 months. Areas of potential collaboration include digital transformation and data analytics. Additional follow-up may be required.