Jane Smith

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the consulting industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is in-person meetings, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in system architecture 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: enhanced security measures. Additional requirements include integration capabilities. Their team size is approximately 51 people. The contact mentioned their organization is planning to system upgrade within the next 11 months. Areas of potential collaboration include data analytics and security improvements. Additional follow-up may be required.