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 Duration 20 hours

Course Outline

1. Assessment and Fundamental Principles of System Integration

  • Digital Ecosystems and Operational Automation
    • Advantages and architectural considerations of unified systems
    • Categorization of integration methods: native, connector-based, and API-driven
    • Standard tools: Zapier, Make, API Connector, Power Automate
  • Internal Process Mapping
    • Identification of existing workflows and opportunities for process improvement
    • Establishment of strategic objectives and efficiency performance indicators
    • Documentation of current state processes and future state architecture
  • Practical Example: Fundamental Gmail automation → Trello (Incoming correspondence → Task generation)

2. Integration of Trello with Google Workspace

  • Trello + Google Sheets and Drive
    • Alignment of dashboards with regulatory or control spreadsheets
    • Automated reporting and document archiving
    • Drive synchronization and version management
  • Trello + Gmail and Calendar
    • Automated distribution of reminders and notifications
    • Synchronization of deadlines and operational tasks
  • Applied Case Study: Collaborative project management in Trello with automated reporting dashboards in Google Sheets

3. QuickBooks Integration and Automated Communications

  • QuickBooks + Google Workspace
    • Automated extraction of financial reports
    • Budget oversight and reconciliation via Sheets
  • QuickBooks + Trello
    • Association of projects with cost centers and financial tracking
    • Automated task status updates based on budget execution
  • Introduction to WhatsApp Business API / Twilio / WATI
    • Foundational concepts and integration pathways
    • Operational applications: task alerts, billing notifications, constituent follow-up
    • Practical workflows: “Event in Trello or QuickBooks → automated message via WhatsApp.”
  • Combined Case Study: Project execution → accounting entry → automated notification to stakeholder via WhatsApp

4. Security, Governance, and Deployment

  • Security and Access Governance
    • Secure authentication protocols (OAuth, tokens)
    • Role-based access control and data safeguarding
  • Monitoring and Maintenance
    • Oversight of active automation flows
    • Error handling and alert management
    • Scalability of integration frameworks
  • Documentation and Continuous Improvement
    • Integration registry and adherence to best practices
    • Impact analysis (efficiency KPIs)
  • Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp

Requirements

  • Basic knowledge of Trello, QuickBooks, and Google Workspace
  • Access to these platforms for practical exercises

Target Audience

  • Operations coordinators and managers
  • Administrative and financial staff
  • Project leaders and professionals responsible for innovation or digital transformation

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