Lisa Smith

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the education industry. During our conversation, they expressed particular interest in data analytics. 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 April 14, 2025. They has expertise in system architecture and system architecture. Previous experience includes working with Fortune 500 companies for 13 years. They are currently seeking information about process automation. Notable points from our discussion: mobile accessibility. Additional requirements include enhanced security measures. Their team size is approximately 11 people. The contact mentioned their organization is planning to security enhancement within the next 15 months. Areas of potential collaboration include mobile applications and digital transformation. Additional follow-up may be required.