David Jackson

Notes

Initial contact made on March 17, 2025. The contact is a education professional working in the finance industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is phone, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in project management and security protocols. Previous experience includes working with healthcare providers for 2 years. They are currently seeking information about digital transformation. Notable points from our discussion: real-time reporting. Additional requirements include enhanced security measures. Their team size is approximately 252 people. The contact mentioned their organization is planning to process automation within the next 13 months. Areas of potential collaboration include mobile applications and data analytics. Additional follow-up may be required.