Lisa Allen

Notes

Initial contact made on March 10, 2025. The contact is a consulting professional working in the consulting industry. During our conversation, they expressed particular interest in process automation. Their communication preference is email, 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 data analysis and system architecture. Previous experience includes working with tech startups for 13 years. They are currently seeking information about mobile applications. Notable points from our discussion: automated workflows. Additional requirements include real-time reporting. Their team size is approximately 471 people. The contact mentioned their organization is planning to cloud migration within the next 13 months. Areas of potential collaboration include security improvements and mobile applications. Additional follow-up may be required.