Lisa Wilson

Notes

Initial contact made on March 17, 2025. The contact is a manufacturing professional working in the technology industry. During our conversation, they expressed particular interest in data analytics. Their communication preference is in-person meetings, 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 project management and data analysis. Previous experience includes working with financial institutions for 15 years. They are currently seeking information about data analytics. Notable points from our discussion: mobile accessibility. Additional requirements include enhanced security measures. Their team size is approximately 222 people. The contact mentioned their organization is planning to system upgrade within the next 18 months. Areas of potential collaboration include cloud solutions and security improvements. Additional follow-up may be required.