Sophia Harris

Notes

Initial contact made on March 17, 2025. The contact is a manufacturing 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 early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in business development and security protocols. Previous experience includes working with financial institutions for 8 years. They are currently seeking information about cloud solutions. Notable points from our discussion: integration capabilities. Additional requirements include automated workflows. Their team size is approximately 139 people. The contact mentioned their organization is planning to system upgrade within the next 16 months. Areas of potential collaboration include data analytics and process automation. Additional follow-up may be required.