Daniel Brown

Notes

Initial contact made on March 17, 2025. The contact is a consulting professional working in the education industry. During our conversation, they expressed particular interest in process automation. Their communication preference is email, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in security protocols and data analysis. Previous experience includes working with financial institutions for 3 years. They are currently seeking information about digital transformation. Notable points from our discussion: real-time reporting. Additional requirements include automated workflows. Their team size is approximately 350 people. The contact mentioned their organization is planning to security enhancement within the next 8 months. Areas of potential collaboration include digital transformation and security improvements. Additional follow-up may be required.