Benjamin Jackson

Notes

Initial contact made on March 17, 2025. The contact is a healthcare professional working in the education industry. During our conversation, they expressed particular interest in process automation. Their communication preference is in-person meetings, 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 security protocols and data analysis. Previous experience includes working with financial institutions for 5 years. They are currently seeking information about digital transformation. Notable points from our discussion: automated workflows. Additional requirements include enhanced security measures. Their team size is approximately 24 people. The contact mentioned their organization is planning to cloud migration within the next 3 months. Areas of potential collaboration include digital transformation and digital transformation. Additional follow-up may be required.