Richard Miller

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the consulting industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is phone, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in security protocols and data analysis. Previous experience includes working with tech startups for 2 years. They are currently seeking information about digital transformation. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 310 people. The contact mentioned their organization is planning to process automation within the next 10 months. Areas of potential collaboration include digital transformation and process automation. Additional follow-up may be required.