Jane Williams

Notes

Initial contact made on March 17, 2025. The contact is a healthcare professional working in the consulting industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is phone, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in system architecture and cloud infrastructure. Previous experience includes working with financial institutions for 13 years. They are currently seeking information about digital transformation. Notable points from our discussion: integration capabilities. Additional requirements include automated workflows. Their team size is approximately 355 people. The contact mentioned their organization is planning to process automation within the next 13 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.