Jane Smith

Notes

Initial contact made on March 10, 2025. The contact is a consulting professional working in the technology industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is video calls, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in cloud infrastructure and system architecture. Previous experience includes working with financial institutions for 10 years. They are currently seeking information about security improvements. Notable points from our discussion: automated workflows. Additional requirements include integration capabilities. Their team size is approximately 229 people. The contact mentioned their organization is planning to security enhancement within the next 13 months. Areas of potential collaboration include process automation and security improvements. Additional follow-up may be required.