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Duration 20 hours
Course Outline
1. Assessing Current State and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Understanding the benefits and structural design of integrated systems.
- Exploring integration types: native features, connector-based solutions, and API interactions.
- Reviewing common automation tools: Zapier, Make, API Connector, and Power Automate.
- Mapping Internal Processes
- Identifying existing workflows and pinpointing opportunities for optimization.
- Setting clear objectives and defining efficiency metrics.
- Documenting current (“as is”) workflows and designing future (“to be”) states.
- Practical Demonstration: Creating a basic Gmail automation to Trello (triggering task creation from incoming emails).
2. Bridging Trello and Google Workspace
- Trello with Google Sheets and Drive
- Connecting dashboards to management sheets.
- Automating reporting tasks and file uploads.
- Integrating with Drive for streamlined version control.
- Trello with Gmail and Calendar
- Setting up automatic reminders and notification dispatch.
- Synchronizing task deadlines with calendar events.
- Case Study in Practice: Collaborative project management in Trello supported by automated Google Sheets dashboards.
3. QuickBooks Integration and Automated Communications
- QuickBooks with Google Workspace
- Automating the export of financial reports.
- Enhancing budget control and reconciliation processes via Sheets.
- QuickBooks with Trello
- Aligning projects with cost centers for better financial monitoring.
- Updating task statuses automatically based on budget progress.
- Introduction to WhatsApp Business API / Twilio / WATI
- Overview of core concepts and integration pathways.
- Applying use cases: task alerts, billing reminders, and client follow-ups.
- Practical workflow design: “Trigger event in Trello or QuickBooks → Send automatic WhatsApp message.”
- Integrated Case Study: Tracing the flow from Project initiation → Accounting entry → Automatic client notification via WhatsApp.
4. Security, Governance, and Deployment
- Security and Access Governance
- Implementing secure authentication methods (OAuth, tokens).
- Managing roles, permissions, and data privacy safeguards.
- Monitoring and Maintenance
- Tracking active integration flows.
- Handling error logs and managing alerts.
- Ensuring scalability for future integration needs.
- Documentation and Continuous Improvement
- Maintaining an integration registry and adopting best practices.
- Conducting impact assessments using efficiency KPIs.
- Capstone Project: Designing a comprehensive integrated workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications.
Requirements
- Familiarity with the fundamentals of Trello, QuickBooks, and Google Workspace.
- Active access credentials to these platforms for practical application.
Target Audience
- Operations coordinators and management teams.
- Administrative and financial department staff.
- Project leads and professionals 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
