Evelyn Williams

Notes

Initial contact made on March 24, 2025. The contact is a consulting professional working in the finance industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is in-person meetings, 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 system architecture. Previous experience includes working with healthcare providers for 14 years. They are currently seeking information about cloud solutions. Notable points from our discussion: automated workflows. Additional requirements include mobile accessibility. Their team size is approximately 479 people. The contact mentioned their organization is planning to system upgrade within the next 8 months. Areas of potential collaboration include mobile applications and process automation. Additional follow-up may be required.