Jane Hall

Notes

Initial contact made on March 24, 2025. The contact is a manufacturing professional working in the education industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is phone, 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 security protocols and project management. Previous experience includes working with financial institutions for 3 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 21 people. The contact mentioned their organization is planning to system upgrade within the next 7 months. Areas of potential collaboration include security improvements and digital transformation. Additional follow-up may be required.