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Duration 20 hours
Course Outline
1. Integration Diagnostics & Foundational Concepts
- Digital Ecosystems & Operational Automation
- Architectural benefits of unified systems.
- Categorizing integrations: native solutions, connectors, and API-based.
- Overview of common tools: Zapier, Make, API Connector, and Power Automate.
- Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for enhancement.
- Setting clear objectives and defining efficiency metrics.
- Documenting current state (“as is”) versus desired state (“to be”) processes.
- Practical Application: Basic Gmail automation routing to Trello (converting incoming emails into tasks).
2. Trello and Google Workspace Integrations
- Trello in synergy with Google Sheets and Drive
- Connecting dashboards for real-time control sheets.
- Automating reporting and file uploads.
- Managing Drive integration and version control.
- Trello in synergy with Gmail and Calendar
- Automating the distribution of reminders and notifications.
- Aligning task timelines with calendar delivery dates.
- Case Study: Implementing collaborative project management in Trello with automated dashboards in Google Sheets.
3. QuickBooks Integrations & Automated Communication
- QuickBooks combined with Google Workspace
- Automated generation and export of financial reports.
- Integrating budget controls and reconciliation via Sheets.
- QuickBooks combined with Trello
- Linking project tasks to cost centers for financial tracking.
- Automating task status updates based on budget consumption.
- WhatsApp Business API / Twilio / WATI Overview
- Core concepts and available integration pathways.
- Practical use cases: task alerts, invoice reminders, and client follow-ups.
- Workflow example: Triggering automatic WhatsApp messages from events in Trello or QuickBooks.
- Integrated Case Study: Tracing a project through accounting records to an automatic client notification via WhatsApp.
4. Security, Governance & Deployment
- Security & Access Management
- Implementing secure authentication methods (OAuth, tokens).
- Defining roles, permissions, and data protection strategies.
- Monitoring & Maintenance
- Supervising active integration flows.
- Managing errors and system alerts.
- Ensuring scalability for growing integration needs.
- Documentation & Continuous Improvement
- Maintaining an integration registry and adhering to best practices.
- Evaluating impact through efficiency KPIs.
- Capstone Project: Designing a comprehensive integrated workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications.
Requirements
- Familiarity with the core features of Trello, QuickBooks, and Google Workspace.
- Active access to these platforms to facilitate hands-on exercises.
Target Audience
- Operations coordinators and senior managers.
- Administrative and finance professionals.
- Project leads and specialists driving innovation or digital transformation initiatives.
Testimonials (3)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
The final day which is the Machine Learning Topic
