Emily Allen

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the education industry. During our conversation, they expressed particular interest in process automation. Their communication preference is video calls, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in security protocols and cloud infrastructure. Previous experience includes working with healthcare providers for 14 years. They are currently seeking information about data analytics. Notable points from our discussion: mobile accessibility. Additional requirements include integration capabilities. Their team size is approximately 160 people. The contact mentioned their organization is planning to security enhancement within the next 13 months. Areas of potential collaboration include mobile applications and data analytics. Additional follow-up may be required.