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.
Training is delivered over 8 weeks, with two 90-minute sessions per week, combining live instruction and hands-on client-specific work. Training is conducted virtually.
This table outlines the typical learning flow, including which roles should attend each session and what client-side action items are expected between sessions. Depending on the client’s scope, staffing, and readiness, sessions may be adjusted, combined, or expanded as needed. Some workstreams—such as qualitative entry and content authoring—may run in parallel to data development.
Note: The plan assumes two 90-minute sessions per week. Additional time is needed between sessions for clients to do work on their own. Assette trainers will adjust pacing based on progress.
| Lesson | Description | Who’s Needed | Client Action Items | Week |
| 1 | ANALYSIS OVERVIEW We Show: Review Assette examples; intro to “analyze backward”; identify visuals, data, qualitative info, disclosures | BA, DE | Start CDD (Content Data Document) | 1 |
| 2 | CONTENT ANALYSIS You Do: Analyze your content to identify data, qualitative info and disclosures; also branding and formatting. | BA, DE | Finalize CDD | 1 |
| 3 | INTRO TO INTERFACE BLOCKS We show: Intro Developer Tools + overview of Interface Data Blocks; may begin system data work. | DE, BA | Begin Interface Block setup | 2 |
| 4 | SYSTEM DATA We Show & You Do: Map system data fields (System Data Blocks); populate Product Master. | DE | 2 | |
| 5 ♦ | DEVELOPMENT ENVIRONMENT We Show & You Do: (Optional) Local development environment setup: Python, VS Code, unit testing, data block execution. Required if doing complex data preparation in Assette. | DE | Complete setup if preparing data in Assette | 3 |
| 6 | INTRO TO DATA OBJECTS We Show: Data flow – Data Block → Data Object → Shells; Content Classifications and footnotes disclosures | BA | Observe and document structure | 3 |
| 7 | BUILDING DATA COMPONENTS You Do: Client builds basic DOs with Assette guidance | BA | Build other simple DOs | 4 |
| 8 | FOCUS ON FLEXIBILITY We Show: Special cases and flexibility – performance, characteristics and Firm AUM | BA | Build related DOs | 4 |
| 9 ♣ | ADVANCED DATA COMPONENTS We Show: Advanced concepts – internal variables, filters, color styles, etc. | BA | Build with advanced concepts | 5 |
| 10 ♠ | QUALITATIVE INFO & DISCLOSURES We show: Begin qualitative and disclosure entry. You may start this lesson any time after Lesson 2. Input information in parallel to lessons 3-10. | Author | Input information for initial outputs | 5 |
| 11 | INTRO TO AUTHORING We Show: Basics of Authoring – Brand Themes, simple output and disclosures and qualitative info | Author | Author on your own | 6 |
| 12 | BASIC AUTHORING You Do: Authoring 1 – basic content types | Author | Author on your own | 6 |
| 13 ♣ | ADVANCED AUTHORING You Do: Authoring 2 – advanced layouts, dynamic content | Author | Author on your own | 7 |
| 14 | CUSTOMIZING YOUR CONTENT We Show: Content Customization & general app administration | Author | Customize on our own, especially scheduling content generation | 7 |
| 15 | INTRO TO TENANT MANAGEMENT We Show: Tenant Manager and moving artifacts from DEV/UAT to Live tenant (if using multiple tenants) | Author, DE | Move artifacts on your own | 8 |
| 16 | CONTENT DELIVERY Generating content, finding content and delivering. | Author and UAT representatives from sales and client service | Test and prep for roll-out to broader team. Assette Experts team spends time solidifying overall system use. | 8 |
The Assette Expert team will provide training for the broader user team. Assette will participate in 1-2 user training sessions.
♦ Optional – only applies if client is preparing data in Assette
♣ Flexible/Dev Support – may repeat, extend, or shift depending on client progress
♠ Parallel Track – runs alongside another session (often not strictly sequential)
Note: Prior to starting formal training and implementation, Assette will work with your IT to setup single sign-on and other “plumbing” work such as VPNs to access your data sources.