Emily Lewis

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the finance industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is video calls, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in cloud infrastructure and cloud infrastructure. Previous experience includes working with healthcare providers for 9 years. They are currently seeking information about process automation. Notable points from our discussion: mobile accessibility. Additional requirements include enhanced security measures. Their team size is approximately 379 people. The contact mentioned their organization is planning to process automation within the next 8 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.