Jane Thompson

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the manufacturing industry. During our conversation, they expressed particular interest in mobile applications. Their communication preference is email, and best time to reach them is morning hours. 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 educational organizations for 5 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 384 people. The contact mentioned their organization is planning to process automation within the next 6 months. Areas of potential collaboration include data analytics and cloud solutions. Additional follow-up may be required.