Jane Anderson

Notes

Initial contact made on March 24, 2025. The contact is a education professional working in the finance 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 early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in cloud infrastructure and project management. Previous experience includes working with healthcare providers for 11 years. They are currently seeking information about data analytics. Notable points from our discussion: mobile accessibility. Additional requirements include integration capabilities. Their team size is approximately 46 people. The contact mentioned their organization is planning to process automation within the next 12 months. Areas of potential collaboration include security improvements and data analytics. Additional follow-up may be required.