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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
Testimonials (4)
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
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.