Harper White

Notes

Initial contact made on March 10, 2025. The contact is a technology professional working in the retail industry. During our conversation, they expressed particular interest in process automation. Their communication preference is in-person meetings, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in data analysis and project management. Previous experience includes working with financial institutions for 10 years. They are currently seeking information about cloud solutions. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 361 people. The contact mentioned their organization is planning to process automation within the next 6 months. Areas of potential collaboration include cloud solutions and data analytics. Additional follow-up may be required.