Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
1. Assessment and Framework for Integration
-
Digital Ecosystems and Operational Automation
- Advantages and architectural principles of interconnected systems for government operations
- Integration methodologies: native solutions, connector-based approaches, and API-driven connections
- Standardized automation tools: Zapier, Make, API Connector, and Power Automate
-
Internal Process Mapping
- Identification of existing workflows and opportunities for optimization
- Establishment of objectives and efficiency metrics aligned with public sector goals
- Documentation of current-state processes ("as is") and target-state designs ("to be")
- Practical Example: Basic Gmail automation for task creation in Trello (incoming email → workflow initiation)
2. Integrations between Trello and Google Workspace
-
Trello + Google Sheets and Drive
- Linking dashboards to management sheets for enhanced visibility
- Automated reporting mechanisms and secure file uploading procedures
- Drive integration for centralized document management and version control
-
Trello + Gmail and Calendar
- Automated dissemination of reminders and official notifications
- Synchronization of deadlines and assignment status across platforms
- Applied Case Study: Collaborative project management in Trello with automated reporting dashboards in Google Sheets for government use cases
3. QuickBooks Integrations and Automated Communication
-
QuickBooks + Google Workspace
- Automated exportation of financial reports for auditing and compliance
- Budget monitoring and reconciliation processes integrated with Sheets
-
QuickBooks + Trello
- Alignment of project activities with cost centers and financial tracking
- Automated updates to task status based on budgetary progress indicators
-
Introduction to WhatsApp Business API / Twilio / WATI for Official Communications
- Foundational concepts and available integration options for government communication channels
- Use cases: task assignment notifications, billing alerts, and constituent follow-up
- Practical workflows: triggering automatic messages via WhatsApp from Trello or QuickBooks events.
- Combined Case Study: End-to-end workflow connecting project management → accounting records → automated client notification via WhatsApp
4. Security, Control, and Deployment
-
Security and Access Control
- Implementation of secure authentication protocols (OAuth, API tokens) to protect government data
- Management of user roles, permissions, and adherence to data protection standards
-
Monitoring and Maintenance
- Oversight of active automation flows for operational integrity
- Procedures for error handling and alert management
- Strategies for scaling integrations to meet growing government needs
-
Documentation and Continuous Improvement
- Maintenance of integration registries and adherence to best practices
- Impact assessment through efficiency Key Performance Indicators (KPIs)
- Final Practical Project: Design of a comprehensive integrated workflow combining Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications for government applications
Requirements
- Foundational proficiency in Trello, QuickBooks, and Google Workspace
- Necessary credentials to access these platforms for applied learning activities
Target Participants
- Operations coordinators and managers responsible for workflow optimization
- Administrative personnel and financial support staff
- Project leads and professionals overseeing innovation initiatives or digital transformation for government entities
20 Hours
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.