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Duration 20 hours
Course Outline
1. Integration Diagnostics and Foundational Architecture
- Digital Ecosystems and Operational Automation
- Strategic advantages and structural components of integrated systems
- Integration methodologies: native connections, connector-based, and API-driven
- Standard automation stack: Zapier, Make, API Connector, and Power Automate
- Internal Process Mapping and Optimization
- Auditing existing workflows to identify bottlenecks and improvement opportunities
- Setting clear objectives and defining efficiency metrics
- Documenting current ('as is') processes and designing future ('to be') states
- Practical Application: Automating basic Gmail tasks to Trello (triggering task creation from incoming emails)
2. Synchronizing Trello with Google Workspace
- Trello + Google Sheets and Drive
- Connecting project dashboards to control spreadsheets
- Automating report generation and file uploads
- Managing file storage and version control via Drive
- Trello + Gmail and Calendar
- Automating reminders and real-time notifications
- Syncing task deadlines with calendar events
- Applied Case Study: Enhancing collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integration and Automated Communications
- QuickBooks + Google Workspace
- Automating the export of financial reports
- Controlling budgets and reconciling data with Sheets
- QuickBooks + Trello
- Associating project tasks with cost centers for financial monitoring
- Updating task statuses automatically based on budget consumption
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration architectures
- Key use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: Triggering automatic WhatsApp messages based on events in Trello or QuickBooks
- Combined Case Study: Executing a full cycle from project update to accounting record to 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
- Monitoring and Maintenance
- Tracking the status of active integration flows
- Handling errors and managing system alerts
- Ensuring scalability of integrated solutions
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Conducting impact assessments using efficiency KPIs
- Capstone Project: Designing a comprehensive workflow that unifies Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Familiarity with the core functionalities of Trello, QuickBooks, and Google Workspace
- Active access to these platforms required for practical application exercises
Target Audience
- Operations coordinators and senior managers
- Administrative and finance teams
- 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
