Thomas Thomas

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the healthcare industry. During our conversation, they expressed particular interest in mobile applications. Their communication preference is in-person meetings, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in cloud infrastructure and business development. Previous experience includes working with financial institutions for 15 years. They are currently seeking information about process automation. Notable points from our discussion: enhanced security measures. Additional requirements include automated workflows. Their team size is approximately 162 people. The contact mentioned their organization is planning to system upgrade within the next 3 months. Areas of potential collaboration include digital transformation and digital transformation. Additional follow-up may be required.