Lisa Thomas

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the retail industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is email, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in security protocols and data analysis. Previous experience includes working with healthcare providers for 5 years. They are currently seeking information about mobile applications. Notable points from our discussion: real-time reporting. Additional requirements include automated workflows. Their team size is approximately 303 people. The contact mentioned their organization is planning to security enhancement within the next 16 months. Areas of potential collaboration include mobile applications and data analytics. Additional follow-up may be required.