Lisa Smith

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the consulting 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 14, 2025. They has expertise in security protocols and cloud infrastructure. Previous experience includes working with healthcare providers for 8 years. They are currently seeking information about mobile applications. Notable points from our discussion: mobile accessibility. Additional requirements include mobile accessibility. Their team size is approximately 372 people. The contact mentioned their organization is planning to process automation within the next 9 months. Areas of potential collaboration include process automation and cloud solutions. Additional follow-up may be required.