Charlotte Hall

Notes

Initial contact made on March 10, 2025. The contact is a consulting professional working in the retail 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 14, 2025. They has expertise in project management and data analysis. Previous experience includes working with financial institutions for 3 years. They are currently seeking information about data analytics. Notable points from our discussion: automated workflows. Additional requirements include enhanced security measures. Their team size is approximately 317 people. The contact mentioned their organization is planning to cloud migration within the next 8 months. Areas of potential collaboration include digital transformation and cloud solutions. Additional follow-up may be required.