Emily Miller

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the retail industry. During our conversation, they expressed particular interest in process automation. 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 data analysis and project management. Previous experience includes working with financial institutions for 15 years. They are currently seeking information about mobile applications. Notable points from our discussion: enhanced security measures. Additional requirements include enhanced security measures. Their team size is approximately 80 people. The contact mentioned their organization is planning to system upgrade within the next 12 months. Areas of potential collaboration include data analytics and mobile applications. Additional follow-up may be required.