Charlotte Thomas

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the education industry. During our conversation, they expressed particular interest in mobile applications. 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 project management and system architecture. Previous experience includes working with financial institutions for 14 years. They are currently seeking information about mobile applications. Notable points from our discussion: mobile accessibility. Additional requirements include integration capabilities. Their team size is approximately 473 people. The contact mentioned their organization is planning to process automation within the next 12 months. Areas of potential collaboration include cloud solutions and cloud solutions. Additional follow-up may be required.