A RES-Q™ Whitepaper Protecting Your Business A Winning Strategy by: Tim Seguy, Executive Director of Solutions Engineering A RES-QTM Disaster Recovery Whitepaper Protecting Your Business - A Winning Strategy Businesses are depending on information systems more heavily than ever before to operate efficiently and competitively. At the same time, increasingly stringent and quickly evolving regulatory requirements underscore the importance of a formal disaster recovery and business continuity strategy. Interestingly, most businesses are at risk - in many instances, having no plans or provisions in place to safeguard business operations in the event of an unexpected incident. Not too long ago, reverting to manual processes was an acceptable practice and part of a service interruption plan. For instance, in a hospital setting, caregivers kept paper charts in parallel with emerging electronic records to treat patients. In today’s environment, caregivers rely almost entirely on electronic records to treat patients and have all but forgotten how to revert to the manual ways of providing care. Healthcare is not the only business that is seeing this transformation as the next generation of knowledge workers leave colleges and universities specifically trained to leverage IT systems to perform their trade. Procrastinating on a business continuity/disaster recovery strategy is no longer a viable option as the speed of business continues to intensify and the dependency on the systems that allow us to run efficient organizations increases. Factor in a regulatory engine that is seeking to hold entities accountable for data privacy, accessibility, and sustainability and we have a perfect storm. This whitepaper explores an approach for companies that are seeking to improve their position relative to the protection of their business functions and the systems that support them. Procrastinating on a business continuity strategy is no longer a viable option as the speed of business continues to intensify. afford a big bang approach to DR often fail in execution due to the scope and magnitude of the project. Consider setting forth the expectation that DR is a way of life that requires care and feeding to continuously grow the capability. Software development and process improvement methodologies have for years adopted an approach of continuous improvement and capability maturity. These methodologies lay a foundation that supports continually evolving capability as the maturity and institutionalization of processes grab hold while at the same time spreading the cost of a major initiative into digestible phases. The same philosophies can be leveraged when contemplating a BC/DR strategy. In many cases, embarking on a BC/DR strategy is a result of a specific event – news of a recent natural disaster, exposure as a result of an audit, the prospect of man-made threats, etc... We often tend to treat the symptom rather than seek to understand the underlying root cause of WHY we are doing this and WHAT requirements will satisfy the business needs – in the case of BC/DR, a bit of planning and strategy goes a long way. I. Build a Governance Structure TOP EXECUTIVES PUBLIC RELATIONS EXECUTIVE INTERFACE COMMAND Let’s face it – Business continuity and disaster recovery is often viewed as insurance and most BC/DR proposals are left riddled with holes on the boardroom table due to the sticker shock that accompanies them. The reality is that even companies that can 02 II. Partner Selection Selecting the right partner to help mediate internal discussions and walk through a proven outcome driven methodology is paramount. An external perspective often helps take an objective view when debating the importance and classification of a system, business process, or function. Furthermore, having external participation and someone who holds no perceived biases to disseminate the findings often helps with the internal approval process. Seek partners who have a vendor agnostic view of technology and can also adapt to the unique nature of your business. Finding a partner that is specialized in the BC/DR business is also critical given that a broad experience base in the field will provide perspective on how similar companies have implemented various solutions. A Business Impact Analysis (BIA) will not only help your entire organization better understand the interdependencies of various systems and processes, it will also define Recovery Time Objective (RTO) and Recovery Point Objective (RPO) goals that you can measure your program against. These are the fundamental metrics that will help derive a BC/DR strategy that accurately matches business requirements. In many cases, this exercise pays for itself in the savings it brings to a business in terms of alternatives that become available based on a complete knowledge of application prioritization and recovery tolerances. The BIA should serve as a foundation for your BC/DR program as well as a navigational chart to reach your ultimate destination. An ancillary benefit is that the discovery process provides your business owners an opportunity to interact with their peers and work together to prioritize elements that are truly critical to keep the business operating in the worse possible situation. The BIA should serve as a foundation for your BC/DR program as well as a navigational chart to reach your ultimate destination. BCP LOGISTICS/ SUPPORT SAFETY/ SECURITY KEY STAFF PLANNING OPERATIONS III. Establishing a Plan and Strategy BR FINANCIAL/ ADMIN. FACILITIES BR TRANS. BR HR, ETC. BR L.T. SUPPORT L.T. RECOVERY Figure 1: The Incident Command System Model Adopting a Maturity Model Approach governing committee with the goal of keeping them informed as to the evolution of the program and to help mitigate significant issues that are keeping the project from moving forward. Depending on the size of your organization, the numbers of stakeholders will vary, but having a core team will send a clear message that this initiative is important to the business. If you are serious about embarking on a DR strategy, make sure you have the right team in place to support your success. Typically, this involves a working committee and an oversight committee. For the working committee, identify key stakeholders that can answer detailed business and technical questions relative to your business. In addition, select a few senior leaders to serve as your Businesses have their unique nuances and complexities - they vary in size (revenue), number of employees, types of customers they serve, sensitivity of information they handle, regulatory and political climate that they operate within, and level of risk they are willing to absorb. These nuances are all factors that need to be evaluated when approaching how to adequately protect the business against unsuspecting threats. Many businesses avoid this step due to fear of cost and time only to realize that this step is critical in making sound business decisions. How will you know if you have successfully achieved your BC/DR goals? It is tough to manage what you can’t measure. www.resqdr.com 03 A RES-QTM Disaster Recovery Whitepaper Choosing the Right Strategy As an IT industry we have created our own worst nightmares in terms of complexities. Heterogeneous technologies abound that require different solutions to protect information and facilitate the flow of information. This condition has resulted in astronomical costs to deliver marginal RTO/RPOs. Part of the planning exercise should include evaluations of the cost/benefits of consolidation at various layers of the IT stack (application, compute, storage, and networking). Trimming the fat on the front end will pay dividends when rolling out a solution - why would you need to account for a system that you can make obsolete by consolidating? This approach will also inevitably streamline the process and people requirements associated with the delicate ecosystem of applications that need to be restored in any given tier. This should also be where your DR partner comes in to help differentiate myth from reality and provide a vendor agnostic view of the various options available given the circumstance, business requirements, and technology outlook. Cold Site, Warm Site, Hot Site, Cloud, Hybrid? Everyone likes options, but which one is right for you? HIGH DISASTER RECOVERY SERVICES Parallel Operations or Load Balancing Mirroring Journaling COMPLEXITY Vaulting Co-location Traditional Hotsite Quick Ship Mobile Many factors come into play when determining an ideal BC/DR strategy and the associated technologies that facilitate your desired RTO/RPO. These include prioritizing applications, financial considerations, and risk tolerance. The good news is that a “one shoe fits all” approach is not required nor advisable. In fact, a hybrid approach typically provides for an ideal balance between cost and time and a solution that addresses all the requirements identified in the business impact analysis. Some aspects of your business may be good candidates for cloud services, while others are better candidates for on-site or managed service options. Applications requiring aggressive RTO/ RPO requirements may require “hot” or “warm” technology solutions, while applications with more relaxed requirements might offer more cost effective technology options. The introduction of virtualization technologies, which offers abstractions from physical equipment, has opened many exciting and cost effective alternatives to traditional disaster recovery offerings. The introduction of virtualization technologies, which offers abstractions from physical equipment, has opened many exciting and cost effective alternatives to traditional disaster recovery offerings. Virtualization not only allows for consolidation of hardware resources, but provides for improved methods of backup and streamlined recovery processes. Recovery of a virtual environment can also be automated and orchestrated to significantly reducing the time and resources required to recover an environment. Consider how virtualization plays into your BC/ DR strategy and the benefits it can bring to both your production and recovery environments. React HIGH AVAILABILITY SERVICES LOW MINUTES HIGH HOURS DAYS DISASTER TOLERANCE WEEKS LOW Figure 2: Recovery Option Analysis and its Relation to Cost – The faster the time necessary to recover from a disaster, the greater the solution cost will be to the business. 04 longer able to keep up with the demands of big data and associated recovery objectives. Analyzing the way we generate and consume data leads to exciting new ways to manage the data without sacrificing our ability to recover quickly from a disaster. Not all data is created equally, nor does it have the same value to the business. For instance, sensitive medical or financial data carries a different value than a document containing the company’s holiday schedule. To that end, these documents need to be handled, stored, and protected differently. In addition, removing inactive data from the traditional backup stream enables us to reduce backup windows while significantly reducing the costs associated with managing backups. A knowledgeable partner with a broad technology background can help you navigate the various options available given today’s technology while also helping you define an approach that helps your organization along the BC/DR maturity continuum. Executing and Maintaining The best laid plans will do you no good without proper execution. While this may seem obvious and goes without saying, we see all too often where backups are not validated, recovery plans are not kept updated, and DR strategies not exercised and measured against goals (remember those RTO/RPO objectives?). Table top exercises do wonders to identify people and process issues in an abbreviated timeframe without having to go through a formal exercise. This is a cost effective way to perform a “spot check” of your preparedness levels. A formal annual test of your DR strategy should be completed in order to rehearse and improve the maturity of your program. Large environments may elect to adopt a round robin approach to testing whereby a subset of applications are rehearsed until the entire environment has been completely tested, repeating the cycle from the beginning based on the desired cadence. The point of the matter is that there are many options for testing, so there should be no excuses on why not to validate your level of preparedness. Not all data is created equally, nor does it have the same value to the business. With the exponential growth of electronic data we must examine new approaches to managing and protecting large volumes of data in order to align with aggressive recovery time and recovery point objectives. Traditional tape based backup solutions are no Figure 3: Best Practices Methodolgy Summary Building a successful, lasting, and cost effective DR strategy is not a trivial undertaking; however, taking a building block approach and finding the right partner are critical milestones in the journey. The right partner will enter into discussions that really seek to understand your business needs and constraints in order to develop a solution that addresses all your requirements. Consider the rapidly changing technological landscape and alternative means of achieving your goals while also simplifying your overall IT environment. Finally, focus on execution and make the commitment to rehearse your plan at least annually. Technology has given rise to many cost effective and simple options that open the door for many organizations that thought a BC/DR strategy was unattainable – this is no longer the case! Building a successful, lasting, and cost effective DR strategy is not a trivial undertaking; however, taking a building block approach and finding the right partner are critical milestones in the journey. www.resqdr.com 05 A RES-QTM Disaster Recovery Whitepaper Corus360 delivers infrastructure solutions, recovery and professional services that help organizations reduce costs, increase efficiencies and maximize productivity. Seamlessly recover and restore the functionality of your infrastructure following a disaster. Efficiently traverse the complexities of today’s dynamic business environments. • Server Solutions • Storage Solutions • RES-Q™ High Availability Solutions • Virtualization Technology • RES-Q™ Consulting • Networking Solutions • RES-Q™ Recovery Solutions • Data Protection 01 Infrastructure Solutions 02 Recovery Architectural Design and Planning Services 04 Professional 03 Managed Services Services • Systems Management • Managed Security • Storage Services • Monitoring Services • Network Services • Replication Services Outsource your infrastructure and its services. Gain efficiencies and reduce costs. 06 Services • • • • • • • ABOUT CORUS360 Corus360 is a technology consulting and solutions company with over 10 years of success helping clients better leverage technology investments to satisfy strategic and tactical business requirements. Our team of consultants and engineers hail from all major industries and average over fifteen years of experience in performance improvement and sustainability, IT operations and enterprise technologies. Corus360 helps organizations solve business problems, reduce costs and enhance efficiency by devising, recommending and deploying business-aligned technology solutions. Corus360 applies proven methodologies that, in aggregate, help organizations reduce risk, respond more quickly to business challenges and better utilize assets through the full technology lifecycle. ABOUT RES-Q™ RES-Q™ Disaster Recovery Services is a full service provider of disaster recovery and business continuity solutions. RES-Q™ specializes in helping businesses recover and restore IT infrastructure functionality following a disaster, offering a range of affordable and tailored program options. RES-Q™ solution offerings include; on-site Data Recovery Testing, Data Vaulting and Managed Services. RES-Q™ Disaster Recovery specialists carry extensive experience and knowledge in disaster recovery, making them an accountable and trusted partner. With access to a vast inventory, RES-Q™ is able to deliver solutions quickly, minimizing disaster-related business interruptions. The combination of affordable pricing, flexible agreement terms and experience make RES-Q™ a one-stop shop for all disaster recovery needs. Microsoft Consulting Services Mobility Remote360 IBM Solutions IT Strategy Project Management Staff Augmentation Meet and exceed your business goals by leveraging our consulting services. www.resqdr.com 07 RES-Q TM | A Corus360 Company | 130 Technology Pkwy | Norcross, GA 30092 | 770-300-4700 | www.resqdr.com
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