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Duration 20 hours
Course Outline
1. Integration Diagnostics and Core Principles
- Digital Ecosystems and Operational Automation
- Advantages and structural design of connected systems
- Categorization of integration methods: native features, connector-based solutions, and API
- Precursor tools: Zapier, Make, API Connector, Power Automate
- Mapping of Internal Processes
- Assessment of existing workflows and identification of optimization opportunities
- Establishment of goals and key performance indicators (KPIs) for efficiency
- Documentation of current state ('as-is') processes and future state ('to-be') architecture
- Practical Demonstration: Basic Gmail automation linking to Trello (triggering task creation upon receiving email)
2. Connecting Trello and Google Workspace
- Trello integration with Google Sheets and Drive
- Synchronizing project dashboards with operational tracking sheets
- Automated report generation and file uploads
- File storage integration and version management
- Trello integration with Gmail and Calendar
- Automated dispatch of reminders and notifications
- Synchronization of deadlines and task assignments
- Applied Case Study: Collaborative project management in Trello with auto-updating dashboards in Google Sheets
3. QuickBooks Integration and Automated Communications
- QuickBooks integration with Google Workspace
- Automated export of financial statements
- Budget tracking and reconciliation via Google Sheets
- QuickBooks integration with Trello
- Association of projects with cost centers for financial oversight
- Automated update of task statuses based on budget consumption
- Overview of WhatsApp Business API, Twilio, and WATI
- Foundational concepts and integration pathways
- Application scenarios: task alerts, invoice reminders, and client follow-ups
- Practical workflow example: Triggering automatic WhatsApp messages from events in Trello or QuickBooks
- Comprehensive Case Study: End-to-end flow from project management to accounting records, concluding with automated client notifications via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication protocols (OAuth, tokens)
- Role-based access control and data protection strategies
- Monitoring and Maintenance
- Real-time monitoring of active integration flows
- Error handling and alert management systems
- Scalability considerations for integration frameworks
- Documentation and Continuous Improvement
- Maintenance of an integration registry and adoption of best practices
- Performance impact assessment using efficiency KPIs
- Final Capstone Project: Designing a holistic workflow integrating Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with the basics of Trello, QuickBooks, and Google Workspace
- Active access to these platforms to participate in practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance professionals
- Project leads and specialists in 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
