Richard Thomas

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the technology industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is video calls, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in project management and business development. Previous experience includes working with educational organizations for 8 years. They are currently seeking information about security improvements. Notable points from our discussion: mobile accessibility. Additional requirements include mobile accessibility. Their team size is approximately 82 people. The contact mentioned their organization is planning to system upgrade within the next 18 months. Areas of potential collaboration include process automation and digital transformation. Additional follow-up may be required.