Ava Garcia

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the healthcare industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is phone, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in cloud infrastructure and project management. Previous experience includes working with educational organizations for 6 years. They are currently seeking information about digital transformation. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 262 people. The contact mentioned their organization is planning to process automation within the next 17 months. Areas of potential collaboration include mobile applications and security improvements. Additional follow-up may be required.