Emma Harris

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the education industry. During our conversation, they expressed particular interest in cloud solutions. 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 April 7, 2025. They has expertise in data analysis and system architecture. Previous experience includes working with financial institutions for 6 years. They are currently seeking information about cloud solutions. Notable points from our discussion: integration capabilities. Additional requirements include mobile accessibility. Their team size is approximately 206 people. The contact mentioned their organization is planning to system upgrade within the next 9 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.