James Garcia

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the healthcare 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 project management and data analysis. Previous experience includes working with financial institutions for 11 years. They are currently seeking information about process automation. Notable points from our discussion: automated workflows. Additional requirements include real-time reporting. Their team size is approximately 148 people. The contact mentioned their organization is planning to security enhancement within the next 17 months. Areas of potential collaboration include data analytics and security improvements. Additional follow-up may be required.