David Wilson

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the technology industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is phone, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in security protocols and system architecture. Previous experience includes working with educational organizations for 4 years. They are currently seeking information about mobile applications. Notable points from our discussion: real-time reporting. Additional requirements include enhanced security measures. Their team size is approximately 360 people. The contact mentioned their organization is planning to process automation within the next 6 months. Areas of potential collaboration include digital transformation and digital transformation. Additional follow-up may be required.