Sophia Smith

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the manufacturing industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is phone, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in business development and cloud infrastructure. Previous experience includes working with financial institutions for 12 years. They are currently seeking information about digital transformation. Notable points from our discussion: real-time reporting. Additional requirements include real-time reporting. Their team size is approximately 374 people. The contact mentioned their organization is planning to process automation within the next 16 months. Areas of potential collaboration include data analytics and process automation. Additional follow-up may be required.