Sarah Wilson

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the technology industry. During our conversation, they expressed particular interest in process automation. Their communication preference is video calls, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in system architecture and business development. Previous experience includes working with healthcare providers for 10 years. They are currently seeking information about security improvements. Notable points from our discussion: automated workflows. Additional requirements include integration capabilities. Their team size is approximately 420 people. The contact mentioned their organization is planning to security enhancement within the next 13 months. Areas of potential collaboration include cloud solutions and process automation. Additional follow-up may be required.