Thomas White

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the finance industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is video calls, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in security protocols and business development. Previous experience includes working with educational organizations for 4 years. They are currently seeking information about process automation. Notable points from our discussion: mobile accessibility. Additional requirements include automated workflows. Their team size is approximately 58 people. The contact mentioned their organization is planning to cloud migration within the next 14 months. Areas of potential collaboration include cloud solutions and data analytics. Additional follow-up may be required.