Jane White

Notes

Initial contact made on March 24, 2025. The contact is a healthcare professional working in the manufacturing industry. During our conversation, they expressed particular interest in process automation. Their communication preference is in-person meetings, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in security protocols and cloud infrastructure. Previous experience includes working with financial institutions for 9 years. They are currently seeking information about process automation. Notable points from our discussion: integration capabilities. Additional requirements include automated workflows. Their team size is approximately 39 people. The contact mentioned their organization is planning to system upgrade within the next 9 months. Areas of potential collaboration include cloud solutions and data analytics. Additional follow-up may be required.