Robert Davis

Notes

Initial contact made on March 17, 2025. The contact is a healthcare professional working in the consulting 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 morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in project management and project management. Previous experience includes working with educational organizations for 14 years. They are currently seeking information about digital transformation. Notable points from our discussion: enhanced security measures. Additional requirements include automated workflows. Their team size is approximately 417 people. The contact mentioned their organization is planning to security enhancement within the next 15 months. Areas of potential collaboration include process automation and security improvements. Additional follow-up may be required.