op: upsert

titles_roles__c:
IT / Data (Primary Champion)

Procurement / Purchasing (Gatekeeper &amp; Co‑Owner)

Finance / Operations (Economic Buyer)

Risk / Compliance / Security (Approver &amp; Influencer)

seniority__c: Dir+ perferred, Manager+ is accepted

sales_notes__c:
Core Search Themes (Intent Signals)

● AWS + GenAI enablement (Bedrock, SageMaker, Textract); chatbots; RAG + vector

search; Intelligent Document Processing (IDP)

● Cooperative purchasing / pre‑vetted vendor / equal pricing / 1.5% admin fee included /

multi‑year price protection

● Readiness assessments; proof‑of‑concept (PoC) funding/credits; compliance &amp;

governance (SOC‑aligned, ADA/WCAG, FERPA)

● Public‑sector use cases: student or citizen services portals, 311/helpdesk deflection,

forms/PDF automation, records search, knowledge search

2) Universal Keyword Bank (mix &amp; match)

Cloud/AI tech: AWS, Amazon Web Services, Bedrock, SageMaker, Textract, GenAI, LLM,

RAG, vector database, embeddings, fine‑tuning, prompt engineering, sandbox

Use cases: chatbot, virtual assistant, knowledge base, search, call center, 311, helpdesk, ticket

deflection, public records, FOIA, student services, enrollment, registration, financial aid, forms

automation, PDF extraction, OCR, classification, routing

Compliance &amp; governance: SOC 2, governance, risk, compliance, audit trail, data privacy,

FERPA, ADA, WCAG, HIPAA‑adjacent, CJIS, FedRAMP‑aligned, Well‑Architected

Public‑sector ops: backlog, staffing shortage, service level, SLA, cost per ticket, budget

optimization, efficiency, modernization, legacy systems, technical debt, ROI

job_titles__c:
TECHNICAL/IT LEADERSHIP TITLES:

Chief Information Officer

Chief Technology Officer

Chief Digital Officer

Chief Information Security Officer

Chief Technology & Information Officer

Chief Digital Information Officer

Director of Information Technology

Director of Technology

IT Director

Director of Software Development

Director of Application Development

Director of Software Engineering

Director of Technical Architecture

Director of DevOps

Director of Digital Transformation

Director of IT Infrastructure

Director of Innovation

Director of Educational Technology

Director of Technology Services

IT Manager

Technology Manager

Software Development Manager

Application Development Manager

Engineering Manager

IT Operations Manager

Systems Manager

Infrastructure Manager

Technology Services Manager

Senior IT Manager

Senior Engineering Manager

Technology Coordinator

Vice President of Information Technology

Vice President of Engineering

Vice President of Technology

VP of IT

VP of Engineering

VP of Technology

EXECUTIVE LEADERSHIP TITLES:

Superintendent

Assistant Superintendent

Associate Superintendent

Deputy Superintendent

Chief Financial Officer

Chief Academic Officer

Chief Operations Officer

Executive Director

Chancellor

President

Vice Chancellor

Vice President

Director of Curriculum & Instruction

Director of Operations

Director of Finance

Director of Business Services

Business Manager

Assistant Superintendent for Curriculum

Assistant Superintendent for Operations

City Manager

Town Manager

Chief Administrative Officer

Assistant City Manager

Deputy City Manager

City Administrator

Town Administrator

Finance Director

Budget Director

Chief Procurement Officer

Procurement Director

Director of Administration

Director of Public Works

City Clerk

Assistant City Manager for Operations

General Manager

Chief Executive Officer

County Administrator

County Manager

Operations Manager

Assistant General Manager

District Manager

industries__c:
EPIC6 member organizations only (K‑12 districts, ESCs, public higher‑ed,

municipalities, and state/regional agencies in Texas).

geo__c: US

company_size__c: ABM

pricing_model__c: CPL

layers__c: ABM;Nurturing: Deep Media;Nurturing: Inbox Plus;Custom Questions - Qualifying

custom_questions_qualifying__c: Modified BANT