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Duration 20 hours
Course Outline
1. Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architectural considerations of unified systems
- Categorization of integrations: native, connector-based, and API-driven
- Overview of common tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying existing workflows and pinpointing opportunities for enhancement
- Setting clear objectives and defining efficiency metrics
- Documenting current state ("as is") flows and designing future state ("to be") models
- Practical Application: Basic Gmail automation linking to Trello (converting incoming emails into tasks)
2. Connecting Trello with Google Workspace
- Trello + Google Sheets and Drive
- Synchronizing dashboards with control sheets
- Automating report generation and file uploads
- Integrating Drive for streamlined version control
- Trello + Gmail and Calendar
- Automating the dispatch of reminders and notifications
- Synchronizing task due dates with calendar events
- Case Study Application: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automated export of financial reports
- Monitoring budgets and reconciling data with Sheets
- QuickBooks + Trello
- Associating projects with cost centers for financial tracking
- Triggering automatic task status updates based on budget progress
- Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Applicable use cases: task alerts, invoice reminders, customer follow-ups
- Practical workflow example: "Event in Trello or QuickBooks triggering an automatic WhatsApp message."
- Integrated Case Study: Workflow from Project tracking to accounting entry, culminating in an automatic client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Implementing secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data privacy
- Monitoring and Maintenance
- Tracking the health of active flows
- Handling errors and managing alerts
- Ensuring the scalability of integration solutions
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Evaluating impact through efficiency KPIs
- Final Capstone Project: Architecting a comprehensive integrated workflow that leverages Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with the fundamentals of Trello, QuickBooks, and Google Workspace
- Active access to these platforms to participate in practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders and specialists focused on innovation or digital transformation
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
