Olivia Smith

Notes

Initial contact made on March 24, 2025. The contact is a healthcare professional working in the education industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is in-person meetings, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in business development and security protocols. Previous experience includes working with educational organizations for 7 years. They are currently seeking information about security improvements. Notable points from our discussion: enhanced security measures. Additional requirements include real-time reporting. Their team size is approximately 80 people. The contact mentioned their organization is planning to process automation within the next 15 months. Areas of potential collaboration include mobile applications and mobile applications. Additional follow-up may be required.