Joshua Garcia

Notes

Initial contact made on March 10, 2025. The contact is a consulting professional working in the retail industry. During our conversation, they expressed particular interest in process automation. Their communication preference is phone, 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 security protocols. Previous experience includes working with financial institutions for 7 years. They are currently seeking information about digital transformation. Notable points from our discussion: mobile accessibility. Additional requirements include real-time reporting. Their team size is approximately 218 people. The contact mentioned their organization is planning to security enhancement within the next 16 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.