James Davis

Notes

Initial contact made on March 24, 2025. The contact is a healthcare professional working in the finance industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is phone, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in system architecture and security protocols. Previous experience includes working with educational organizations for 15 years. They are currently seeking information about process automation. Notable points from our discussion: automated workflows. Additional requirements include enhanced security measures. Their team size is approximately 353 people. The contact mentioned their organization is planning to security enhancement within the next 15 months. Areas of potential collaboration include digital transformation and data analytics. Additional follow-up may be required.