Charlotte Martinez

Notes

Initial contact made on March 17, 2025. The contact is a consulting professional working in the technology industry. During our conversation, they expressed particular interest in process automation. Their communication preference is in-person meetings, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in project management and system architecture. Previous experience includes working with financial institutions for 4 years. They are currently seeking information about digital transformation. Notable points from our discussion: real-time reporting. Additional requirements include real-time reporting. Their team size is approximately 240 people. The contact mentioned their organization is planning to security enhancement within the next 5 months. Areas of potential collaboration include mobile applications and cloud solutions. Additional follow-up may be required.