Olivia Smith

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 in-person meetings, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in security protocols and security protocols. Previous experience includes working with healthcare providers for 12 years. They are currently seeking information about digital transformation. Notable points from our discussion: mobile accessibility. Additional requirements include real-time reporting. Their team size is approximately 127 people. The contact mentioned their organization is planning to security enhancement within the next 10 months. Areas of potential collaboration include process automation and data analytics. Additional follow-up may be required.