William Allen

Notes

Initial contact made on March 10, 2025. The contact is a manufacturing professional working in the finance industry. During our conversation, they expressed particular interest in data analytics. 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 security protocols and data analysis. Previous experience includes working with healthcare providers for 14 years. They are currently seeking information about data analytics. Notable points from our discussion: automated workflows. Additional requirements include mobile accessibility. Their team size is approximately 61 people. The contact mentioned their organization is planning to process automation within the next 6 months. Areas of potential collaboration include cloud solutions and digital transformation. Additional follow-up may be required.