Joseph Moore

Notes

Initial contact made on March 10, 2025. The contact is a technology professional working in the consulting industry. During our conversation, they expressed particular interest in process automation. 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 21, 2025. They has expertise in cloud infrastructure and data analysis. Previous experience includes working with Fortune 500 companies for 9 years. They are currently seeking information about process automation. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 10 people. The contact mentioned their organization is planning to system upgrade within the next 5 months. Areas of potential collaboration include data analytics and data analytics. Additional follow-up may be required.