Business Automation & QuickBooks

Duration
8 Weeks
Fees
Kshs. 14,000 Per Month

8

Comprehensive Modules

1

Real-World Automation Project

80+

Core Content Hours

Curriculum Deep Dive

Streamline Your Business Finances and Operations

Explore how to master QuickBooks and automate key business processes for efficiency.

Introduction to Business Automation
Duration: Approx. 1 Week

Learning Objectives

  • Understand the principles of business process automation (BPA).
  • Identify processes suitable for automation within a business.
  • Explore common no-code/low-code automation tools.

Topics Covered

  • What is BPA?

    Definition, Benefits (efficiency, cost savings, accuracy) / Automation types (RPA, Workflow automation)

  • Process Identification

    Mapping current workflows / Spotting bottlenecks and manual tasks / Prioritizing automation opportunities

  • No-Code/Low-Code Tools

    Zapier, Make (formerly Integromat) / Microsoft Power Automate (overview) / CRM automation basics

  • Automation Design Principles

    Triggers, Actions, Filters, Paths

  • Integrations Overview

    How different apps connect and share data

Introduction to Workflow Automation
Duration: Approx. 1 Week

Learning Objectives

  • Explain what process mapping is and why it matters
  • Recognize standard process map symbols
  • Differentiate between high-level and detailed process maps
  • Begin identifying processes in their own businesses to map

Topics Covered

  • Keyword Research

    Tools, Types of keywords / Search intent

  • On-Page SEO

    Content optimization, Meta tags, Headings / Image optimization

  • Off-Page SEO

    Link building strategies / Local SEO

  • Technical SEO (Basics)

    Site structure, Crawlability, Indexability / Core Web Vitals (overview)

  • SEO Tools

    Google Search Console, SEMrush/Ahrefs (overview)

Workflow Design & Best Practices
Duration: Approx. 1 Week

Learning Objectives

  • Differentiate between a process map and a workflow
  • Use swimlanes to show responsibilities
  • Apply best practices for clarity and simplicity
  • Identify bottlenecks and inefficiencies
  • Draft a workflow diagram for their business

Topics Covered

  • Introduction to PPC

    Google Ads platform / Campaign structure (Account, Campaign, Ad Group)

  • Keyword Targeting

    Match types, Negative keywords

  • Ad Creation

    Ad copy, Extensions / Landing page optimization

  • Bidding Strategies

    Automated vs. Manual bidding

  • Campaign Management & Optimization

    Quality Score, A/B testing ads / Performance monitoring

Social Media Marketing
Duration: Approx. 1 Week

Learning Objectives

  • Develop and execute effective social media strategies across platforms.
  • Create engaging content and manage online communities.
  • Run successful social media advertising campaigns.

Topics Covered

  • Social Media Strategy

    Platform selection (Facebook, Instagram, LinkedIn, X, TikTok) / Audience analysis / Content calendars

  • Community Management

    Engagement, Listening, Crisis management

  • Content Creation for Social

    Visuals, Videos, Stories / Platform-specific best practices

  • Social Media Advertising

    Targeting options, Ad formats / Campaign setup & optimization

  • Influencer Marketing (Intro)

    Collaboration strategies

Content Marketing & Email Marketing
Duration: Approx. 1 Week

Learning Objectives

  • Create high-quality, valuable content to attract and retain customers.
  • Design and execute effective email marketing campaigns.
  • Understand content distribution and measurement.

Topics Covered

  • Content Strategy

    Content types (blogs, videos, infographics) / Content calendar / Buyer personas

  • Content Creation

    Copywriting for the web / Storytelling / Visual content basics

  • Email Marketing

    Building email lists / Email platforms (Mailchimp, HubSpot, SendGrid) / Campaign types (newsletters, automation)

  • Email Deliverability & Metrics

    Open rates, Click-through rates, Conversion rates / A/B testing emails

  • Content Distribution

    Organic, Paid, Earned media

Analytics & Data-Driven Marketing
Duration: Approx. 1 Week

Learning Objectives

  • Measure and analyze digital marketing performance using Google Analytics and other tools.
  • Identify key metrics and set up tracking.
  • Make data-driven decisions to optimize campaigns.

Topics Covered

  • Google Analytics 4 (GA4)

    Setup, Data model (events, parameters) / Reports (Acquisition, Engagement, Monetization)

  • Key Performance Indicators (KPIs)

    Traffic, Conversion rates, CPA, ROI

  • Tracking & Tagging

    Google Tag Manager (GTM) basics / UTM parameters

  • Data Analysis & Reporting

    Identifying trends, segments / Creating actionable insights / Dashboarding (conceptual)

  • A/B Testing & Optimization

    Testing methodologies / Conversion Rate Optimization (CRO) basics

E-commerce Platforms & Strategy
Duration: Approx. 2 Weeks

Learning Objectives

  • Understand key e-commerce business models and platforms.
  • Develop strategies for setting up and growing an online store.
  • Learn about payment gateways and fulfillment.

Topics Covered

  • E-commerce Business Models

    B2C, B2B, D2C, Dropshipping (overview)

  • E-commerce Platforms

    Shopify, WooCommerce, Magento (overview) / Features and selection criteria

  • Setting Up an Online Store

    Product listing, Categories, Inventory management

  • Payment Gateways & Security

    Stripe, PayPal, M-Pesa integrations / PCI DSS compliance basics

  • Order Fulfillment & Logistics

    Shipping, Inventory, Returns

Digital Marketing Strategy & Planning
Duration: Approx. 1 Week

Learning Objectives

  • Develop a comprehensive digital marketing strategy for a business.
  • Integrate various digital marketing channels effectively.
  • Create a measurement framework for ongoing optimization.

Topics Covered

  • Strategic Planning Process

    Situation analysis (SWOT, PESTEL) / Goal setting (SMART objectives)

  • Audience Segmentation & Targeting

    Developing ideal customer profiles

  • Channel Integration

    Synergies between SEO, SEM, Social, Email, Content

  • Budgeting & Resource Allocation

    Estimating costs, ROI calculation

  • Measurement & Reporting Frameworks

    KPI dashboards / Regular performance reviews

Career Opportunities

This course provides essential skills for roles focused on financial management and operational efficiency, preparing you for careers such as:
  • Bookkeeper / Accountant (QuickBooks Pro)
  • Business Operations (BOPs) Specialist
  • Financial Analyst
  • Efficient Business Owner / Manager
  • Process Improvement Consultant 

Skill Validation & Practical Application

This course emphasizes hands-on application and practical automation to build demonstrable skills for real-world business needs.

Workflow Automation Design

Learn to identify and automate repetitive business tasks.

Business Process Optimization

Develop a mindset for improving efficiency and reducing manual effort.

QuickBooks Proficiency

Master the leading accounting software for small and medium businesses.

Take the first step towards achieving your academic, career, and life goals.

Whether you're preparing for global opportunities or reskilling for the digital economy, Oval Training Institute is your trusted partner.
Contact Us: 0741518500 / 0741 426 603
Visit: www.oti.co.ke
Location: Zion Mall, 2nd Floor, Uganda Road, Eldoret

Contact Us

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.