Actividades

Legal review is the last step. Their counsel flagged liability cap and IP ownership clauses. Our legal team is preparing revisions.

David Okonkwo confirmed budget review is scheduled for January. Decision expected by mid-February. We are their top choice but need to address security audit requirements.

Discussed customer data platform integration for personalized marketing across channels.

Account health check: Strong relationship with CTO. CEO engaged but cautious on budget. Need to demonstrate ROI from Phase 1 before Phase 2 approval.

Presented portal demo to full leadership team including CMO and VP Ops. Positive reception overall.

Walked through technical sections of the proposal. He had questions about data encryption and audit trails.

Deep dive into integration requirements with Nova's CTO. Discussed API compatibility and data migration.

Demonstrated platform capabilities to Michael Torres and his e-commerce team. Focus on inventory sync and order management.

Sent initial scope document outlining the expansion plan for departments 3 and 4.

Sent comprehensive proposal including technical architecture, timeline, and pricing for the risk management platform.

Discussed Nova Dynamics' automation needs and current pain points. She is interested in expanding to new departments.

Sent interactive wireframes and user flow diagrams for the patient portal. Requested feedback by end of week.

In-person meeting to finalize contract terms. Engineering director Tony Espinoza joined for technical sign-off.

Discussed specific clinical workflow requirements for the patient portal. She emphasized mobile access for patients.

Submitted formal RFP response for the omnichannel platform including case studies from similar retailers.

Workshop with clinical and IT teams to define portal requirements. Discussed HIPAA compliance needs.

Submitted proposal covering hardware, software, and implementation services for fleet tracking system.

Full-day workshop mapping current risk processes and identifying automation opportunities.

Sent updated pricing with volume discounts and multi-year commitment options.

Met with Victoria Hayes and team to map out all retail channels and integration points.

Visited Memphis distribution center. Observed current dispatch operations and identified GPS tracking needs.

Reviewed vendor terms and SLA requirements. She needs 99.9% uptime guarantee.

Catherine Brooks outlined the need for a comprehensive risk assessment tool. Current system is Excel-based.

Initial discovery call about fleet management challenges. Currently using paper-based tracking for 200+ vehicles.

Presented comprehensive supply chain solution to Steven Blackwell and executive team.