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    ACE Training Syllabus
        Contents

        ACE Training Syllabus

            Article summary

            Lesson #

            Track and Style

            Training Topic

            Role

            Duration (hrs) 

            Prerequisite Skills

            Description 

            Dependent Lessons 

            Training for Business/Data Analysts & Developers (Introduction, business/data analysis and data artifact development)

            1

            Developer

            (Classroom)

             

            Assette Application Overview 

            Developers, Business/Data Analysts, Testers

            1

            None 

            Assette Application

            Data Engine Overview

            Data Preparation and best practices

            N/A 

            2

            Developer

            (Classroom)

            Data Block Editor 

            Developers, Business/Data Analysts, Testers

            1.5

            Python

            SQL, if you plan to use it

            API interfacing, if you plan to use it

             

             

            Analysing Reporting/Data Requirements

            Using the Data Block Editor

            Connecting to Data Sources

            Data Block Types

            Qualitative and Quantitative Data

            Lesson 1

            3

            Developer

            (Classroom)

             

             

            Data Object Editor 

            Developers, Business/Data Analysts, Testers

            1

            None 

            Using the Data Object Editor

            Data Object Output Types

            Report Generation via Assette Editor

            Testing the Generated Output

            Lesson 2

            4

            Developer

            (Lab)

             

             

            Using the Data Block Editor 

            Developers

            2

            Python

            SQL, if you plan to use it

             

            API interfacing, if you plan to use it

            Setting up the local Python Environment

            Writing Unit Tests in Python

            System Data Blocks vs Custom Data Blocks

            Creating your first Data Block (Holdings)

            Lesson 2

            5

            Developer

            (Lab)

            Developing Data Blocks, Data Obects and Fabricating Reports

            Developers, Business/Data Analysts, Testers

            2

            None 

            Developing the Holdings Data Block, Holdings Data Object and Testing Report Output

            Developing the Sector Allocation Chart

            Lesson 3

            6

            Developer

            (Lab)

             

            Advanced examples of End-to-End Data Artifact Generation 

            Developers, Business/Data Analysts, Testers

            2

            Python

            SQL, if you plan to use it

            API interfacing, if you plan to use it

            Developing the Holdings Detail Report (Data Block, Data Object and Report Fabrication) Developing the Attribution Report

            Lessons 4, 5

            7

            Developer

            (Lab)

            Advanced examples of End-to-End Data Artifact Generation 

            Developers, Business/Data Analysts, Testers

            2

            None 

            Developing the Performance Report

             

            8

            Developer

            (Lab)

            Setting up System Data Blocks, Sync Blocks and Handling Qualitative Data

            Developers

            2

            None 

            Implementing key System Data Blocks (AccountMaster, ProductMaster, AttributeMaster) 

            Sync Data Blocks

            Handling Qualitative Data

             

            Training for System Admins and Qualitative Data Managers (Introduction, Configuring the Application, Handling Qualitative Data and Defining Workflows)

            9

            User

            (Classroom)

            Introduction to Assette Application and Role/Task Management 

            System Admin Users, Qualitative Data Managers

            1

            N/A

            Overview of personas/user roles in Assette Tour of Assette Application (through the lens of the user roles/personas)

            N/A

            10

            User

            (Classroom)

             

             

             

            Admin Center - User Creation (via Application and SSO), Configurations, Key System Data Blocks

            System Admin users

            1

            N/A

            Admin: User Creation

            Admin: Configurations

            Admin: Product Master

            Admin: Attribute Master

            Workflow: Default and Custom Workflows Workbox: Processing work items

            N/A

            Workflow Center - Setting Up Workflows and Workbox

            11

            User

            (Classroom)

             

             

             

             

            Assette Application - Input Center: Qualitative Data Management and Content Uploads

            Qualitative Data Managers

            1

            N/A

            Input: Recipients

            Input: Fixed Content

            Input: Data Puddles

            Input: Qualitative Data

            WF: Qualitative Data

            Enter: Disclosures

            N/A

            Training for Authors (Author Brand Themes, Templates and other Content Artifacts)

            12

            User

            (Classroom)

             

             

            Assette Application - Introduction to Authoring

            Authors, Testers

            1.5

            MS PPT, EXCEL, WORD

            Define your Authoring Style

            Authoring Best Practices

            Authoring: Brand Themes

            WF: Brand Themes

             

             

             

             

            13

            User

            (Classroom)

             

            Assette Application - Smart Components Layers

            Authors, Testers

            1.5

            MS PPT, EXCEL, WORD

            Authoring: Smart Pages

            Authoring: Smart Shells

            Authoring: Introduction to Attribute Master

            Authoring: Smart Shell Settings

            WF: Smart Shells

            N/A

            14

            User

            (Lab)

            Authoring Center

            Authors, Testers

            2

            MS PPT, EXCEL, WORD

            Creating smart shell and saving it to the library

            WF: Smart Pages

            Creating multiple smart pages

            Lessons 12, 13

            15

            User

            (Classroom)

             

            Assette Application - From Template to Generation

            Authors, Testers

            1

            N/A

            Authoring: Smart Docs

            Output: Batch Generation (existing)

            Output: Ad Hoc Generation

            Authoring: Email Templates

            Authoring: Data Docs

            Authoring Center: Dashboards

             

             

            N/A

             

             

             

            16

            User

            (Lab)

            Authoring Center

            Authors

            4

            MS PPT, EXCEL, WORD

            Implement Assette Capital Client Report or Factsheet

            Lessons 8, 14, 15

            Training for End Users (Sales and Client Service Users)

            17

            User

            (Classroom)

             

            Sales, Client Service users

            2

            MS PPT, EXCEL, WORD

            Assette Library, Content Generation and Customization, WF and Workbox

             

            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.

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