David Wilson

Notes

Initial contact made on March 24, 2025. The contact is a retail professional working in the consulting industry. During our conversation, they expressed particular interest in process automation. Their communication preference is email, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in business development and business development. Previous experience includes working with healthcare providers for 3 years. They are currently seeking information about digital transformation. Notable points from our discussion: real-time reporting. Additional requirements include integration capabilities. Their team size is approximately 413 people. The contact mentioned their organization is planning to security enhancement within the next 10 months. Areas of potential collaboration include security improvements and mobile applications. Additional follow-up may be required.