Charlotte Allen

Notes

Initial contact made on March 24, 2025. The contact is a education professional working in the healthcare industry. During our conversation, they expressed particular interest in process automation. Their communication preference is phone, and best time to reach them is morning hours. 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 healthcare providers for 15 years. They are currently seeking information about mobile applications. Notable points from our discussion: automated workflows. Additional requirements include real-time reporting. Their team size is approximately 442 people. The contact mentioned their organization is planning to security enhancement within the next 9 months. Areas of potential collaboration include process automation and mobile applications. Additional follow-up may be required.