---
title: The Assette Implementation Approach
description: "*This article is part of the **“Assette Implementation”** series, providing a high-level overview to get you started. To continue reading, please see*[**What Data is Required to Start?**](https://learn.assette.com/docs/what-data-is-required-to-start/) Implementing Assette effectively requires a structured approach to ensure seamless integration and optimal utilization of…"
url: "https://learn.assette.com/docs/assette-implementation-approach/"
updated: "2024-12-04"
category: Developers / Getting Started / Implementation Overview
---

# The Assette Implementation Approach

*This article is part of the **“Assette Implementation”** series, providing a high-level overview to get you started. To continue reading, please see*[**What Data is Required to Start?**](https://learn.assette.com/docs/what-data-is-required-to-start/)

Implementing Assette effectively requires a structured approach to ensure seamless integration and optimal utilization of the platform's capabilities. Assette is a cloud-native software platform hosted on Microsoft Azure, designed to streamline data automation and enhance reporting for investment management firms. The platform consists of core components and a modular architecture that accommodates varied business needs.

This article outlines the implementation approach for Assette, detailing the key steps, best practices, and roles involved in the process.

## Implementation Process

The implementation follows structured steps to ensure seamless integration and operational readiness:

### 1. Gather a Team

- **Assign Roles**: Identify key team members with specific roles such as Project Manager, Business/Data Analyst, Developer/Data Engineer, Authors, and Testers.
- **Collaboration**: Ensure clear communication and responsibilities among team members.

### 2. Train Developers and Analysts

- **Objective**: Educate the technical team on Assette's data flow and architecture.
- **Focus**: Understanding how to prepare and integrate data for content creation.

### 3. Conduct Business and Data Analysis

- **Activities**:
  - Define the scope and modules to be implemented.
  - Identify unique content requirements.
  - Plan data mappings and integrations.
- **Outcome**: Establish a clear roadmap aligning business needs with technical implementation.

### 4. Develop and Test Data Components

- **Develop Data Blocks and Objects**: Configure data retrieval and processing mechanisms.
- **Testing**: Validate data accuracy and integrity within Assette.

### 5. Train Authors

- **Objective**: Equip marketing and content teams with the skills to create and manage templates.
- **Tools**: Utilize Assette's Authoring Tools for template development.

### 6. Author Templates and Test Outputs

- **Process**:
  - Create templates for reports and presentations.
  - Iteratively test and refine outputs to ensure quality and compliance.
- **Collaboration**: Work closely with the technical team to address any data-related issues.

### 7. Train Sales and Client Service Users

- **Purpose**: Enable end-users to access and utilize generated content effectively.
- **Training**: Cover how to customize and share content with clients.

### 8. User Acceptance Testing (UAT) and Go Live

- **UAT**: Involve end-users in testing to validate the system meets their needs.
- **Go Live**: Resolve any outstanding issues and deploy Assette for daily operations.

## Best Practices for Implementation

- **Phased Implementation**: Focus on one module or asset class at a time, starting with the most data-ready areas.
- **Agile Methodologies**: Use iterative approaches like Scrum or Kanban to adapt to changes and deliver value incrementally.
- **Consolidate Templates**: Minimize redundancies by standardizing templates and shells where possible.
- **User-Friendly Configurations**: Prioritize configurations that enhance usability for marketers and end-users.

## Key Roles in Implementation

- **Project Manager**: Oversees the implementation process, coordinates activities, and resolves roadblocks.
- **Business/Data Analyst**: Aligns data requirements with business objectives and content needs.
- **Developer/Data Engineer**: Builds and configures data integrations, Data Blocks, and Data Objects.
- **Authors**: Create and manage content templates using the Authoring Tools.
- **Tester**: Validates the accuracy and reliability of generated content.
- **Sales/Client Service Users**: Utilize the platform to customize and deliver content to clients.
- **System Administrator**: Manages system settings, user permissions, and overall configuration.

## Tools and Methodologies

- **Project Management Tools**: Utilize software like Jira or Microsoft Project to track progress and manage tasks.
- **Documentation Tools**: Use internal wikis or spreadsheets for maintaining documentation and knowledge sharing.
- **Implementation Methodology**: Employ a hybrid approach, using Waterfall methods for initial analysis and Agile practices for development and testing phases.

## Support from Assette

Assette provides comprehensive support services to ensure a smooth implementation:

- **Developer Training**: Offers educational resources and training sessions for technical team members.
- **User Training**: Provides guidance for end-users to effectively utilize the platform.
- **Client Consultants**: Assigns dedicated consultants to assist with onboarding, answer questions, and offer ongoing assistance.