David Rodriguez

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the manufacturing industry. During our conversation, they expressed particular interest in process automation. 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 April 7, 2025. They has expertise in business development and cloud infrastructure. Previous experience includes working with financial institutions for 13 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include automated workflows. Their team size is approximately 235 people. The contact mentioned their organization is planning to process automation within the next 11 months. Areas of potential collaboration include data analytics and digital transformation. Additional follow-up may be required.