Mia Rodriguez

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the education industry. During our conversation, they expressed particular interest in process automation. Their communication preference is in-person meetings, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in business development and business development. Previous experience includes working with financial institutions for 12 years. They are currently seeking information about security improvements. Notable points from our discussion: automated workflows. Additional requirements include real-time reporting. Their team size is approximately 492 people. The contact mentioned their organization is planning to process automation within the next 5 months. Areas of potential collaboration include digital transformation and security improvements. Additional follow-up may be required.