Joshua Martin

Notes

Initial contact made on March 17, 2025. The contact is a technology professional working in the education industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is email, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in system architecture and security protocols. Previous experience includes working with financial institutions for 13 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 476 people. The contact mentioned their organization is planning to cloud migration within the next 5 months. Areas of potential collaboration include cloud solutions and security improvements. Additional follow-up may be required.