Joseph Allen

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the education industry. During our conversation, they expressed particular interest in security improvements. 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 cloud infrastructure. Previous experience includes working with tech startups for 5 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include integration capabilities. Their team size is approximately 483 people. The contact mentioned their organization is planning to process automation within the next 4 months. Areas of potential collaboration include mobile applications and mobile applications. Additional follow-up may be required.