William Williams

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the finance industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is email, 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 system architecture and project management. Previous experience includes working with tech startups for 12 years. They are currently seeking information about data analytics. Notable points from our discussion: automated workflows. Additional requirements include mobile accessibility. Their team size is approximately 373 people. The contact mentioned their organization is planning to system upgrade within the next 4 months. Areas of potential collaboration include security improvements and security improvements. Additional follow-up may be required.