David Thompson

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the technology industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is video calls, 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 security protocols and data analysis. Previous experience includes working with healthcare providers for 8 years. They are currently seeking information about mobile applications. Notable points from our discussion: mobile accessibility. Additional requirements include automated workflows. Their team size is approximately 358 people. The contact mentioned their organization is planning to security enhancement within the next 13 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.