Joseph White

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the finance industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is phone, 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 data analysis and business development. Previous experience includes working with educational organizations for 7 years. They are currently seeking information about digital transformation. Notable points from our discussion: automated workflows. Additional requirements include integration capabilities. Their team size is approximately 323 people. The contact mentioned their organization is planning to process automation within the next 5 months. Areas of potential collaboration include mobile applications and mobile applications. Additional follow-up may be required.