Matthew Allen

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the manufacturing industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is video calls, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in business development and project management. Previous experience includes working with financial institutions for 7 years. They are currently seeking information about digital transformation. Notable points from our discussion: automated workflows. Additional requirements include mobile accessibility. Their team size is approximately 161 people. The contact mentioned their organization is planning to process automation within the next 9 months. Areas of potential collaboration include cloud solutions and digital transformation. Additional follow-up may be required.