Olivia Martinez

Notes

Initial contact made on March 10, 2025. The contact is a healthcare professional working in the finance industry. During our conversation, they expressed particular interest in process automation. Their communication preference is video calls, 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 7, 2025. They has expertise in cloud infrastructure and cloud infrastructure. Previous experience includes working with financial institutions for 12 years. They are currently seeking information about data analytics. Notable points from our discussion: automated workflows. Additional requirements include real-time reporting. Their team size is approximately 336 people. The contact mentioned their organization is planning to cloud migration within the next 16 months. Areas of potential collaboration include cloud solutions and cloud solutions. Additional follow-up may be required.