Thomas Anderson

Notes

Initial contact made on March 17, 2025. The contact is a healthcare professional working in the finance industry. During our conversation, they expressed particular interest in cloud solutions. 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 14, 2025. They has expertise in system architecture and business development. Previous experience includes working with educational organizations for 5 years. They are currently seeking information about cloud solutions. Notable points from our discussion: enhanced security measures. Additional requirements include automated workflows. Their team size is approximately 353 people. The contact mentioned their organization is planning to process automation within the next 8 months. Areas of potential collaboration include process automation and cloud solutions. Additional follow-up may be required.