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Duration 20 hours
Course Outline
1. Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and structural design of unified systems
- Integration methodologies: native connections, third-party connectors, and API usage
- Common utilities: Zapier, Make, API Connector, Power Automate
- Process Mapping
- Identifying existing workflows and opportunities for enhancement
- Setting clear objectives and efficiency indicators
- Documenting current state ("as is") and designing future state ("to be") workflows
- Practical Demonstration: Basic Gmail automation linked to Trello (incoming email triggering task creation)
2. Linking Trello with Google Workspace
- Trello with Google Sheets and Drive
- Connecting dashboards to tracking spreadsheets
- Automated reporting and file synchronization
- Drive integration and version management
- Trello with Gmail and Calendar
- Automatic delivery of reminders and alerts
- Synchronizing deadlines and task assignments
- Applied Scenario: Collaborative project management in Trello supported by automated dashboards in Google Sheets
3. QuickBooks Integration and Automated Communications
- QuickBooks with Google Workspace
- Automated generation of financial reports
- Budget oversight and reconciliation using Sheets
- QuickBooks with Trello
- Associating projects with cost centers and financial tracking
- Automatic task status updates based on budget consumption
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Application examples: task alerts, invoice reminders, and client follow-ups
- Practical flow: "Trigger in Trello or QuickBooks \u2192 automated WhatsApp message."
- Comprehensive Scenario: Project update \u2192 accounting entry \u2192 automated client notification via WhatsApp
4. Security, Governance, and Implementation
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Role definition, permissions, and data safeguarding
- Monitoring and Upkeep
- Observing active integration flows
- Handling errors and managing alerts
- Scalability considerations for integrations
- Documentation and Continuous Enhancement
- Maintaining an integration registry and adhering to best practices
- Assessing impact on efficiency KPIs
- Capstone Project: Designing a unified workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with the basic interfaces of Trello, QuickBooks, and Google Workspace
- Active access credentials to these platforms for practical sessions
Target Audience
- Operations coordinators and management teams
- Administrative and financial personnel
- 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
