Amelia Brown

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the consulting industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is in-person meetings, 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 project management and business development. Previous experience includes working with financial institutions for 7 years. They are currently seeking information about process automation. Notable points from our discussion: automated workflows. Additional requirements include real-time reporting. Their team size is approximately 29 people. The contact mentioned their organization is planning to cloud migration within the next 5 months. Areas of potential collaboration include process automation and process automation. Additional follow-up may be required.