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Tools and Systems

Source: New Employee Back-Office Orientation (2025-08)

Core Principle

“If it isn’t in Jira, it doesn’t exist.”

All work must be tracked in Jira. This is the primary communication and tracking tool for the development teams.

Collaborative Tools

Preferred: Google Workspace

While Microsoft Office products may be required when interacting with clients and partners, all employees should use Google Suite for internal work.

Why Google Suite?

  • Better collaboration features
  • Enhanced security
  • Real-time co-editing
ToolPurpose
DocsDocuments, proposals, specifications
SheetsSpreadsheets, data analysis, tracking
SlidesPresentations
DriveFile storage and sharing
GMailEmail communication
MeetVideo conferencing

Communication

ToolPurpose
SlackReal-time team communication
ConfluenceDocumentation wiki

Business Systems

ToolPurpose
SalesforceCRM and sales pipeline
QuickBooksFinancial management
ADPHR and payroll

Security Tools

ToolPurpose
LastPassPassword management
JumpCloudIdentity and access management
SophosEndpoint security

Development Tools

Project Management

ToolPurpose
JiraIssue tracking, sprint management, backlog
ConfluenceTechnical documentation

Source Control

ToolPurpose
GitVersion control
BitbucketGit repository hosting

Path2Response Internal Systems

BERT (Base Environment for Re-tooled Technology)

BERT is Path2Response’s unified backend application platform, consolidating internal tools into a single application with a common codebase. Named in August 2023 (submitted by Wells) after Albert Einstein’s pursuit of a unified field theory.

Design Goals:

  • Common codebase across applications
  • Serverless architecture
  • Faster development and migration

Modules within BERT:

ModuleFunctionMigration Status
Order AppOrder entry and campaign management✅ Migrated (Shipment in progress)
Data ToolsData processing utilitiesPlanned
DashboardsReporting and analyticsPlanned
Response AnalysisCampaign response measurementPlanned

Note: The legacy orders deployment (“Orders Legacy”) remains operational until Shipment functionality is fully ported to BERT.

Naming Convention: Sesame Street theme enables naming related tools (Ernie, Big Bird, Oscar, etc.)

See BERT Overview for complete documentation.

DRAX

DRAX is Path2Response’s reporting system that replaced the legacy Shiny Reports application. Part of the Sesame Street naming convention.

Processing Infrastructure

ComponentTechnology
Spark ProcessingAWS EMR (formerly Databricks)
File StorageAWS S3, EFS
DatabaseMongoDB Atlas

Data Partners

PartnerFunction
BIGDBMExternal data enrichment
LiveRampDigital audience onboarding

Security & Privacy

Security

  • The CTO is Path2Response’s Security Officer
  • Strong security across the organization
  • Weakest link is you! - Don’t click on suspicious links

Privacy Compliance

TermDefinition
PIIPersonally Identifiable Information - limited usage
SPIISensitive PII (SSN, credit card, passwords) - NOT allowed
CCPACalifornia Consumer Privacy Act
CPRACalifornia Privacy Rights Act - current standard

Path2Response is CPRA compliant.

Agile/Scrum Process

Sprint Cadence

  • Duration: 2 weeks
  • Start: Friday ~3:00 PM MT
  • End: Friday ~2:00 PM MT (two weeks later)

Sprint Cycle

Product Backlog → Sprint Planning → Sprint Backlog → Daily Scrum (1 day)
                                                           ↓
                                              Sprint (2 weeks) → Review → Retrospective
                                                           ↓
                                                        Release

Key Ceremonies

CeremonyPurpose
Sprint PlanningSelect work for upcoming sprint
Daily ScrumDaily standup - status and blockers
Sprint ReviewDemo completed work to stakeholders
RetrospectiveReflect and improve process

Key Concepts

  • Backlog management
  • Sprint execution
  • Automation
  • Processes
  • Releases
  • SCM (Source Code Management)