James Lewis

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 digital transformation. 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 project management and project management. Previous experience includes working with tech startups for 8 years. They are currently seeking information about mobile applications. Notable points from our discussion: enhanced security measures. Additional requirements include real-time reporting. Their team size is approximately 43 people. The contact mentioned their organization is planning to system upgrade within the next 11 months. Areas of potential collaboration include data analytics and cloud solutions. Additional follow-up may be required.