Lisa Harris

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 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 April 21, 2025. They has expertise in business development and project management. Previous experience includes working with educational organizations for 3 years. They are currently seeking information about security improvements. Notable points from our discussion: automated workflows. Additional requirements include enhanced security measures. Their team size is approximately 273 people. The contact mentioned their organization is planning to system upgrade within the next 11 months. Areas of potential collaboration include security improvements and digital transformation. Additional follow-up may be required.