Assette Certified Expert (ACE) program
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ACE Training Syllabus
Training for Business/Data Analysts & Developers
(Introduction, business/data analysis and data artifact development)
LESSON #: 1 | Assette Application Overview
TRACK & STYLE: Developer (Classroom)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 1
TRACK & STYLE: Developer (Classroom)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 1
PREREQUISITE SKILLS: None
DESCRIPTION:
- Assette Application
- Data Engine Overview
- Data Preparation and best practices
DEPENDENT LESSONS: N/A
LESSON #: 2 | Data Block Editor
TRACK & STYLE: Developer (Classroom)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 1.5
TRACK & STYLE: Developer (Classroom)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 1.5
PREREQUISITE SKILLS:
- Python
- SQL, if you plan to use it
- API interfacing, if you plan to use it
DESCRIPTION:
- Analysing Reporting/Data Requirements
- Using the Data Block Editor
- Connecting to Data Sources
- Data Block Types
- Qualitative and Quantitative Data
DEPENDENT LESSONS: Lesson 1
LESSON #: 3 | Data Object Editor
TRACK & STYLE: Developer (Classroom)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 1
TRACK & STYLE: Developer (Classroom)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 1
PREREQUISITE SKILLS: None
DESCRIPTION:
- Using the Data Object Editor
- Data Object Output Types
- Report Generation via Assette Editor
- Testing the Generated Output
DEPENDENT LESSONS: Lesson 2
LESSON #: 4 | Using the Data Block Editor
TRACK & STYLE: Developer (Lab)
ROLE: Developers
DURATION (HRS): 2
TRACK & STYLE: Developer (Lab)
ROLE: Developers
DURATION (HRS): 2
PREREQUISITE SKILLS:
- Python
- SQL, if you plan to use it
- API interfacing, if you plan to use it
DESCRIPTION:
- Setting up the local Python Environment
- Writing Unit Tests in Python
- System Data Blocks vs Custom Data Blocks
- Creating your first Data Block (Holdings)
DEPENDENT LESSONS: Lesson 2
LESSON #: 5 | Developing Data Blocks, Data Objects and Fabricating Reports
TRACK & STYLE: Developer (Lab)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 2
TRACK & STYLE: Developer (Lab)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 2
PREREQUISITE SKILLS: None
DESCRIPTION:
- Developing the Holdings Data Block, Holdings Data Object, and Testing Report Output
- Developing the Sector Allocation Chart
DEPENDENT LESSONS: Lesson 3
LESSON #: 6 | Advanced examples of End-to-End Data Artifact Generation
TRACK & STYLE: Developer (Lab)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 2
TRACK & STYLE: Developer (Lab)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 2
PREREQUISITE SKILLS:
- Python
- SQL, if you plan to use it
- API interfacing, if you plan to use it
DESCRIPTION:
- Developing the Holdings Detail Report (Data Block, Data Object and Report Fabrication)
- Developing the Attribution Report
DEPENDENT LESSONS: Lessons 4, 5
LESSON #: 7 | Advanced examples of End-to-End Data Artifact Generation
TRACK & STYLE: Developer (Lab)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 2
TRACK & STYLE: Developer (Lab)
ROLE: Developers, Business/Data Analysts, Testers
DURATION (HRS): 2
PREREQUISITE SKILLS: None
DESCRIPTION:
- Developing the Performance Report
DEPENDENT LESSONS: N/A
LESSON #: 8 | Setting up System Data Blocks, Sync Blocks and Handling Qualitative Data
TRACK & STYLE: Developer (Lab)
ROLE: Developers
DURATION (HRS): 2
TRACK & STYLE: Developer (Lab)
ROLE: Developers
DURATION (HRS): 2
PREREQUISITE SKILLS: None
DESCRIPTION:
- Implementing key System Data Blocks (AccountMaster, ProductMaster, AttributeMaster)
- Sync Data Blocks
- Handling Qualitative Data
DEPENDENT LESSONS: N/A
Training for System Admins and Qualitative Data Managers
(Introduction, Configuring the Application, Handling Qualitative Data and Defining Workflows)
LESSON #: 9 | Introduction to Assette Application and Role/Task Management
TRACK & STYLE: User (Classroom)
ROLE: System Admin Users, Qualitative Data Managers
DURATION (HRS): 1
TRACK & STYLE: User (Classroom)
ROLE: System Admin Users, Qualitative Data Managers
DURATION (HRS): 1
PREREQUISITE SKILLS: N/A
DESCRIPTION:
- Overview of personas/user roles in Assette Tour of Assette Application (through the lens of the user roles/personas)
DEPENDENT LESSONS: N/A
LESSON #: 10 | Admin Center - User Creation (via Application and SSO), Configurations, Key System Data Blocks / Workflow Center - Setting Up Workflows and Workbox
TRACK & STYLE: User (Classroom)
ROLE: System Admin users
DURATION (HRS): 1
TRACK & STYLE: User (Classroom)
ROLE: System Admin users
DURATION (HRS): 1
PREREQUISITE SKILLS: N/A
DESCRIPTION:
- Admin: User Creation
- Admin: Configurations
- Admin: Product Master
- Admin: Attribute Master
- Workflow: Default and Custom Workflows
- Workbox: Processing work items
DEPENDENT LESSONS: N/A
LESSON #: 11 | Assette Application - Input Center: Qualitative Data Management and Content Uploads
TRACK & STYLE: User (Classroom)
ROLE: Qualitative Data Managers
DURATION (HRS): 1
TRACK & STYLE: User (Classroom)
ROLE: Qualitative Data Managers
DURATION (HRS): 1
PREREQUISITE SKILLS: N/A
DESCRIPTION:
- Input: Recipients
- Input: Fixed Content
- Input: Data Puddles
- Input: Qualitative Data
- WF: Qualitative Data
- Enter: Disclosures
DEPENDENT LESSONS: N/A
Training for Authors
(Author Brand Themes, Templates and other Content Artifacts)
LESSON #: 12 | Assette Application - Introduction to Authoring
TRACK & STYLE: User (Classroom)
ROLE: Authors, Testers
DURATION (HRS): 1.5
TRACK & STYLE: User (Classroom)
ROLE: Authors, Testers
DURATION (HRS): 1.5
PREREQUISITE SKILLS: MS PPT, EXCEL, WORD
DESCRIPTION:
- Define your Authoring Style
- Authoring Best Practices
- Authoring: Brand Themes
- WF: Brand Themes
DEPENDENT LESSONS: N/A
LESSON #: 13 | Assette Application - Smart Components Layers
TRACK & STYLE: User (Classroom)
ROLE: Authors, Testers
DURATION (HRS): 1.5
TRACK & STYLE: User (Classroom)
ROLE: Authors, Testers
DURATION (HRS): 1.5
PREREQUISITE SKILLS: MS PPT, EXCEL, WORD
DESCRIPTION:
- Authoring: Smart Pages
- Authoring: Smart Shells
- Authoring: Introduction to Attribute Master
- Authoring: Smart Shell Settings
- WF: Smart Shells
DEPENDENT LESSONS: N/A
LESSON #: 14 | Authoring Center
TRACK & STYLE: User (Lab)
ROLE: Authors, Testers
DURATION (HRS): 2
TRACK & STYLE: User (Lab)
ROLE: Authors, Testers
DURATION (HRS): 2
PREREQUISITE SKILLS: MS PPT, EXCEL, WORD
DESCRIPTION:
- Creating smart shell and saving it to the library
- WF: Smart Pages
- Creating multiple smart pages
DEPENDENT LESSONS: Lessons 12, 13
LESSON #: 15 | Assette Application - From Template to Generation
TRACK & STYLE: User (Classroom)
ROLE: Authors, Testers
DURATION (HRS): 1
TRACK & STYLE: User (Classroom)
ROLE: Authors, Testers
DURATION (HRS): 1
PREREQUISITE SKILLS: N/A
DESCRIPTION:
- Authoring: Smart Docs
- Output: Batch Generation (existing)
- Output: Ad Hoc Generation
- Authoring: Email Templates
- Authoring: Data Docs
- Authoring Center: Dashboards
DEPENDENT LESSONS: N/A
LESSON #: 16 | Authoring Center
TRACK & STYLE: User (Lab)
ROLE: Authors
DURATION (HRS): 4
TRACK & STYLE: User (Lab)
ROLE: Authors
DURATION (HRS): 4
PREREQUISITE SKILLS: MS PPT, EXCEL, WORD
DESCRIPTION:
- Implement Assette Capital Client Report or Factsheet
DEPENDENT LESSONS: Lessons 8, 14, 15
Training for End Users
(Sales and Client Service Users)
LESSON #: 17
TRACK & STYLE: User (Classroom)
ROLE: Sales, Client Service users
DURATION (HRS): 2
TRACK & STYLE: User (Classroom)
ROLE: Sales, Client Service users
DURATION (HRS): 2
PREREQUISITE SKILLS: MS PPT, EXCEL, WORD
DESCRIPTION:
- Assette Library, Content Generation and Customization, WF and Workbox
DEPENDENT LESSONS: N/A
NOTE: When implementing a client, we recommend taking a pause between training blocks shown above. For example, Lessons#12-16 could start two to three weeks prior to Developers finishing the first set of data objects (i.e. this way, authors have actual artifacts to start authoring once user training is completed). Lesson#17 could start one to two weeks prior to UAT. Lessons# 9 -11 could happen back to back with BA/DA and Developer training. Assette recommends above user roles to make a client implementation effective. Yet, it will be at a client’s discretion to combine/exclude some of these roles as they see fit.