Joseph Davis

Notes

Initial contact made on March 24, 2025. The contact is a education professional working in the finance industry. During our conversation, they expressed particular interest in data analytics. Their communication preference is phone, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in project management and data analysis. Previous experience includes working with healthcare providers for 6 years. They are currently seeking information about security improvements. Notable points from our discussion: real-time reporting. Additional requirements include enhanced security measures. Their team size is approximately 344 people. The contact mentioned their organization is planning to system upgrade within the next 11 months. Areas of potential collaboration include mobile applications and cloud solutions. Additional follow-up may be required.