Matthew Allen

Notes

Initial contact made on March 17, 2025. The contact is a consulting professional working in the finance industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is email, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in system architecture and project management. Previous experience includes working with tech startups for 4 years. They are currently seeking information about cloud solutions. Notable points from our discussion: real-time reporting. Additional requirements include enhanced security measures. Their team size is approximately 479 people. The contact mentioned their organization is planning to process automation within the next 11 months. Areas of potential collaboration include digital transformation and security improvements. Additional follow-up may be required.