Thomas Lewis

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the healthcare industry. During our conversation, they expressed particular interest in data analytics. 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 April 7, 2025. They has expertise in business development and project management. Previous experience includes working with tech startups for 7 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include mobile accessibility. Their team size is approximately 191 people. The contact mentioned their organization is planning to security enhancement within the next 3 months. Areas of potential collaboration include cloud solutions and data analytics. Additional follow-up may be required.