Takk for at du sendte din henvendelse! En av våre teammedlemmer vil kontakte deg straks.        
        
        
            Takk for at du sendte din bestilling! En av våre teammedlemmer vil kontakte deg straks.        
    Kursplan
1. Diagnosis and Foundations of Integration
- 
        Digital Ecosystems and Operational Automation
        - Benefits and architecture of integrated systems
- Types of integrations: native, via connectors, and API
- Common tools: Zapier, Make, API Connector, Power Automate
 
- 
        Internal Process Mapping
        - Identification of current workflows and areas for improvement
- Definition of objectives and efficiency metrics
- Documentation of “as is” flows and “to be” design
 
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Integrations between Trello and Google Workspace
- 
        Trello + Google Sheets and Drive
        - Linking dashboards to control sheets
- Automatic reporting and file uploading
- Drive integration and version control
 
- 
        Trello + Gmail and Calendar
        - Automatic sending of reminders and notifications
- Synchronization of delivery dates and tasks
 
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- 
        QuickBooks + Google Workspace
        - Automatic export of financial reports
- Budget control and reconciliation with Sheets
 
- 
        QuickBooks + Trello
        - Linking projects with cost centers and financial monitoring
- Automatic task status updates according to budget progress
 
- 
        Introduction to WhatsApp Business API / Twilio / WATI
        - Basic concepts and integration options
- Use cases: task notifications, billing reminders, customer follow-up
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
 
- Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp
4. Security, Control, and Deployment
- 
        Security and Access Control
        - Secure authentication (OAuth, tokens)
- Roles, permissions, and data protection
 
- 
        Monitoring and Maintenance
        - Monitoring active flows
- Error and alert management
- Scalability of integrations
 
- 
        Documentation and Continuous Improvement
        - Integration registry and best practices
- Impact assessment (efficiency KPIs)
 
- Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp
Krav
- Basic knowledge of Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leaders and professionals responsible for innovation or digital transformation
             20 timer
        
        
Referanser (4)
Erfaringen til treneren og måten han formidler innholdet på
Roggli Marc - Bechtle Schweiz AG
Kurs - FinOps
Maskinoversatt
Personlig service og orientert etter mine behov
ANN - New Vitality Clinic
Kurs - GnuCash for Business Accounting
Maskinoversatt
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.
Harry Estipona
Kurs - Financial Markets
I was benefit from the interesting and clear ideas and suggestions.
 
                     
                    