David Taylor

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the finance industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is in-person meetings, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in security protocols and cloud infrastructure. Previous experience includes working with Fortune 500 companies for 13 years. They are currently seeking information about cloud solutions. Notable points from our discussion: mobile accessibility. Additional requirements include mobile accessibility. Their team size is approximately 103 people. The contact mentioned their organization is planning to cloud migration within the next 4 months. Areas of potential collaboration include process automation and data analytics. Additional follow-up may be required.