Lisa White

Notes

Initial contact made on March 17, 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 email, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in business development and cloud infrastructure. Previous experience includes working with Fortune 500 companies for 15 years. They are currently seeking information about security improvements. Notable points from our discussion: automated workflows. Additional requirements include enhanced security measures. Their team size is approximately 39 people. The contact mentioned their organization is planning to cloud migration within the next 18 months. Areas of potential collaboration include process automation and data analytics. Additional follow-up may be required.