Michael Young

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the retail 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 14, 2025. They has expertise in system architecture and security protocols. Previous experience includes working with healthcare providers for 7 years. They are currently seeking information about digital transformation. Notable points from our discussion: integration capabilities. Additional requirements include mobile accessibility. Their team size is approximately 53 people. The contact mentioned their organization is planning to security enhancement within the next 5 months. Areas of potential collaboration include cloud solutions and mobile applications. Additional follow-up may be required.