Course Outline
1. Diagnosis and Foundations of Integration
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Digital Ecosystems and Operational Automation
- Benefits and architecture of integrated systems for government operations
- Types of integrations: native, via connectors, and API-based
- Common tools: Zapier, Make, API Connector, Power Automate
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Internal Process Mapping
- Identification of current workflows and areas for improvement in government processes
- Definition of objectives and efficiency metrics for government operations
- Documentation of “as is” flows and “to be” design for government workflows
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation) for government use
2. Integrations between Trello and Google Workspace
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Trello + Google Sheets and Drive
- Linking dashboards to control sheets for enhanced government oversight
- Automatic reporting and file uploading for streamlined government operations
- Drive integration and version control for secure document management in government
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Trello + Gmail and Calendar
- Automatic sending of reminders and notifications to improve government efficiency
- Synchronization of delivery dates and tasks for better project management in government
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets, tailored for government use
3. QuickBooks Integrations and Automated Communication
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QuickBooks + Google Workspace
- Automatic export of financial reports for enhanced transparency in government
- Budget control and reconciliation with Sheets to ensure fiscal responsibility in government
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QuickBooks + Trello
- Linking projects with cost centers and financial monitoring for improved accountability in government
- Automatic task status updates according to budget progress to enhance project management in government
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Introduction to WhatsApp Business API / Twilio / WATI
- Basic concepts and integration options for government communications
- Use cases: task notifications, billing reminders, customer follow-up in government services
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp” for efficient government operations
- Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp, designed for government use
4. Security, Control, and Deployment
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Security and Access Control
- Secure authentication (OAuth, tokens) to protect government data
- Roles, permissions, and data protection for government systems
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Monitoring and Maintenance
- Monitoring active flows in government integrations
- Error and alert management to ensure continuous government operations
- Scalability of integrations for growing government needs
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Documentation and Continuous Improvement
- Integration registry and best practices for government use
- Impact assessment (efficiency KPIs) to measure government performance
- Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp for government operations
Requirements
- Fundamental understanding of Trello, QuickBooks, and Google Workspace
- Access to these platforms for hands-on exercises
Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders and professionals overseeing innovation or digital transformation initiatives for government
Testimonials (5)
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
i like that it was easy to understand - not too technical
Kirthanya Pillay - Woolworths Financial Services
Course - FinOps Certified Practitioner (FOCP) Preparation
he was informative, shared a lot of material to reference
Siphokazi Mnyebeleza
Course - FinOps For Engineers
Personal service and orientated to my needs
ANN - New Vitality Clinic
Course - GnuCash for Business Accounting
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.