Jane Davis

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the technology industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is video calls, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in system architecture and project management. Previous experience includes working with financial institutions for 9 years. They are currently seeking information about data analytics. Notable points from our discussion: real-time reporting. Additional requirements include automated workflows. Their team size is approximately 408 people. The contact mentioned their organization is planning to process automation within the next 13 months. Areas of potential collaboration include security improvements and cloud solutions. Additional follow-up may be required.