Michael Lewis

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the consulting industry. During our conversation, they expressed particular interest in process automation. Their communication preference is phone, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in cloud infrastructure and security protocols. Previous experience includes working with educational organizations for 8 years. They are currently seeking information about security improvements. Notable points from our discussion: enhanced security measures. Additional requirements include automated workflows. Their team size is approximately 161 people. The contact mentioned their organization is planning to cloud migration within the next 16 months. Areas of potential collaboration include process automation and security improvements. Additional follow-up may be required.