Olivia Wright

Notes

Initial contact made on March 24, 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 morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in cloud infrastructure and security protocols. Previous experience includes working with educational organizations for 7 years. They are currently seeking information about security improvements. Notable points from our discussion: real-time reporting. Additional requirements include mobile accessibility. Their team size is approximately 432 people. The contact mentioned their organization is planning to process automation within the next 5 months. Areas of potential collaboration include cloud solutions and process automation. Additional follow-up may be required.