The Assette Certified Expert (ACE) training program is a structured experience designed to equip client teams (or consultants) with the knowledge and skills needed to implement and use Assette.
ACE training is delivered over 8–10 weeks, with two or three 90-minute sessions per week. Sessions combine live instruction with hands-on, client-specific implementation work and are conducted virtually.
This table outlines the typical learning flow, including which roles should attend each session. Depending on the client’s scope, staffing, and readiness, sessions may be adjusted, combined, or expanded as needed.
PRE-TRAINING #
Before ACE sessions begin, we complete 2–3 focused working sessions to establish secure access and prepare your development environment.
| Session | Description | Who’s Needed |
| Single Sign On (SSO) and Access to Data Sources | Configure Single Sign-On (SSO) to enable secure authentication, including mapping AD roles to Assette user roles. Also, set up access to your data sources. | IT Team |
| Development Environment Set Up | Set up VSCode and supporting tools for efficient development and testing. | Data Engineers |
| System Data Set Up | Access and synchronize the core datasets required for Assette (accounts, product master, organization master, attributes master). | Data Engineers |
ACE TRAINING #
| Lesson | Description | Who’s Needed | Week |
|---|---|---|---|
| 1 | ANALYSIS OVERVIEW We Show: Review Assette examples, intro to “analyze backward”, identify visuals, data, qualitative info, disclosures | BA, DE | 1 |
| 2 | CONTENT ANALYSIS You Do: Analyze your content to identify data, qualitative info and disclosures; also branding and formatting. | BA, DE | 1 |
| 3 | INTRO TO DATA BLOCKS FOR CONTENT We Show: Intro interfacing and transforming content data. | DE, BA | 2 |
| 4 | BUILDING DATA BLOCKS FOR CONTENT You Do: interfacing and transforming content data. | DE, BA | 2 |
| 5 | ADVANCED DATA BLOCKS (if applicable) We Show: Transformations and Calculations | DE | 3 |
| 6 | ADVANCED DATA BLOCKS (if applicable) You Do: Develop transformations and calculations | DE | 3 |
| 7 | INTRO TO DATA OBJECTS We Show: Data flow – Data Block → Data Object → Shells; Content Classifications and footnotes disclosures | BA | 4 |
| 8 | BUILDING DATA OBJECTS You Do: Client builds basic DOs with Assette guidance | BA | 4 |
| 9 | DATA OBJECTS: FOCUS ON FLEXIBILITY We Show: Special cases and flexibility – performance, characteristics and Firm AUM | BA | 5 |
| 10 | ADVANCED DATA OBJECTS We Show: Advanced concepts – internal variables, filters, color styles, etc. | BA | 5 |
| 11 | BUILDING ADVANCED DATA OBJECTS You Do: Advanced concepts – internal variables, filters, color styles, etc. | DE | 6 |
| 12 | QUALITATIVE INFO & DISCLOSURES We show: Begin qualitative information and disclosure entry including index descriptions. We also touch on Data Objects that show qualitative data. | Author | 6 |
| 13 | INTRO TO AUTHORING We Show: Basics of Authoring – Brand Themes, simple output and disclosures and qualitative info | Author | 7 |
| 14 | BASIC AUTHORING You Do: Authoring 1 – basic content types | Author | 7 |
| 15 | ADVANCED AUTHORING AND CUSTOMIZATION You Do: Authoring 2 – advanced layouts, dynamic content including Smart Docs | Author | 8 |
| 16 | CONTENT TYPES MASTER, WORKFLOWS AND WORKBOX We Show: How to think about content types, configuring approval workflows and reviewing | Author | 8 |
| 17 | CONTENT DELIVERY We Show: Generating content, finding content and delivering (ad hoc) as well as scheduling/batching. We also cover tracking engagement. | Author and UAT Representatives from sales and client service | 9 |
| 18 | ADMIN TOOLS AND TENANT MANAGEMENT We Show: User administration and general configurations, including testing batch email delivery (with Email Override). Tenant Manager and moving artifacts from one tenant to another (if applicable). | Author, DE | 9 |
POST-TRAINING #
Following the ACE program, your firm’s Assette Expert Team will conduct training for the broader user base. Assette will participate in 1–2 sessions to support the transition.