V4 Optimize the DRP for Business-Critical Analytics As analytics become more critical to business processes, whether it's big data or “small” data, your DRP needs to keep up. Info-Tech Research Group, Inc. is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2016 Info-Tech Research Group Inc. Info-Tech Research Group 1 ANALYST PERSPECTIVE The future is here! Is your data architecture practice ready? Organizations are becoming more reliant on their analytics programs to drive competitive advantage. That is driving more aggressive availability requirements, and your DRP must keep up. Just-in-time inventory management is one example – downtime for analytics immediately impacts supply management and sales. However, analytics present difficult challenges for DR planning. Source data continues to grow, increasing backup and restore costs, and the criticality of analytics is often not clearly defined. This blueprint will enable IT leaders to understand which data sets are critical (e.g. source and/or analytics), and how that data is used, to design an appropriate, cost-effective DR strategy. David (Da) Xu, Senior Consulting Analyst, Infrastructure Info-Tech Research Group Info-Tech Research Group 2 Our understanding of the problem This Research is Is Designed For: This Research Will Help You: IT infrastructure managers who are Identify when and how analytics are being responsible for data warehouses and analytics engines. Organizations that are using analytics to drive business decisions. Organizations that are reviewing their disaster recovery plan (DRP) to ensure it meets business requirements. used, and potential DR requirements. Evaluate the criticality of source data and generated analytics to determine appropriate recovery time and recovery point objectives. Adapt your existing DRP and DR solution to meet the storage, velocity, and compute requirements for critical analytics. This Research Will Also Assist: Assist: This Research Will Help You: Them: IT managers and business executives seeking Evaluate all corporate data (in addition to to define DR requirements for all critical data (not just analytics). Optimize backup and DR strategy in the face of growing availability and reliability demands from the business. analytics) to define appropriate DR requirements. Align current backup strategy with expectations from the business. Info-Tech Research Group 3 Executive summary Situation • Analytics criticality is often not clearly defined, as it evolves from simply collecting data to generating insights that drive business decisions. • As analytics and its source data continues to grow, it’s also too costly to simply apply the same backup and DR strategy to all of your data. Complication • Business users who depend on analytics are not thinking about DR. IT needs to be proactive to understand when analytics evolve from “nice-tohave” to critical, before a disaster occurs. • Not all source data and/or generated analytics requires the same DR strategy (e.g. depending on to what extent historical data is used to drive analytics, and how long it takes to regenerate analytics). Info-Tech Insight 1. Organizations are becoming more reliant on analytics to drive competitive advantage. That is driving more aggressive availability requirements, and your DRP must keep up. 2. IT leaders need to understand which data sets are critical (e.g. source and/or analytics), and how that data is used, to design an appropriate costeffective DR strategy. 3. Using decommissioned servers and storage for DR for analytics engines might not be good enough. Resolution • Start by defining business process workflows to identify when and how analytics are being used, and whether analytics can simply be regenerated or deferred. • Evaluate the criticality of source data and generated analytics, based on business requirements, to determine appropriate recovery time and recovery point objectives. • Adapt your existing DRP and DR solution to meet the storage, velocity, and compute requirements for critical analytics. Info-Tech Research Group 4 Do not wait for big data to become critical – engage the business and start assessing the criticality of analytics data There is a common assumption that analytics data is not critical. This assumption is fueled by IT’s lack of visibility into how business users are leveraging data. Most common justification for why analytics data is not important: • Forecasting and trending analysis can be down for extended periods of time. There is no immediate impact if analytics is down. • Big data appliances are not operational systems such as ERP, payroll, or payment. Applications that have immediate impact need to take priority. • Big data is too big; the volume of data to support big data makes it too difficult to include in the DRP. Regardless of challenges, if the business is using the data in a way that makes the data critical, then IT teams are responsible for providing a solution. The worst case scenario is when downtime occurs and business leaders assume that their big data application is protected when it isn’t. Do not wait for big data to become critical, be proactive and start assessing it now as part of the existing DR planning process. Proactive DR planning process requires input from the business: • Understand how data is used in business processes. • Assess current criticality based on current use cases. • Work with the business to forecast changes in business needs for data. • Design an agile DR solution that can scale up/down to address changing data requirements. Info-Tech Research Group 5 Growth in the big data and business intelligence market point to maturation and cemented criticality of analytics capabilities The growth pattern of big data is very similar to other disruptive technologies. In the midst of product and service maturation it is time for the early adopters and the early majority to start considering how to protect and optimize their investment. Big Data Market Growth Rate: 2013: 60% 2014: 40% 2015: 24% While the big data market continue to grow faster than other IT enterprise markets, the slowing growth rates points to maturation of the market. This is the perfect time for organizations that have implemented big data/analytics capabilities to reflect on the results of the implementation. Organizations need to evaluate how analytics have permeated throughout the business process and consider methods to protect and safeguard their most critical data assets. Source: Big Data Vendor Revenue and Market Forecast, 2011-2026, Jeff Kelly, Wikibon, March 2015 Big data continues to drive strong business value: Eighty-nine percent of business leaders believe big data will revolutionize business operations in the same way the internet did. Eighty-five percent believe that big data will dramatically change the way they do business. Eighty-three percent have pursued big data projects in order to seize a competitive edge. All trends indicate that big data applications/capabilities have or will become business critical. Make sure the IT team is aware of the criticality of your analytics data and implement the necessary protocols to protect critical data. Source: Big Success with Big Data Survey, Accenture, April 2014 Specific use cases naturally propel the criticality of big data: Big Data Usage By Industry: Big Data Use Case: 1. 2. 3. 4. 1. 2. 3. 4. Financial Services (22%) Technology (16%) Telecommunications (14%) Retail (9%) Customer Analytics (48%) Operational Analytics (21%) Fraud & Compliance (12%) Product & Service Innovation (10%) Adequate support for critical analytics data can only be implemented if the IT team is aware of how the data is being used by the business. Source: Big Data: A Competitive Weapon for the Enterprise, Datameer Source: “Roundup Of Analytics, Big Data & Business Intelligence Forecasts And Market Estimates, 2015,” Louis Columbus, 25 May 2015 Info-Tech Research Group 6 Analytics has evolved from simply collecting and reporting data to identifying trends and driving critical business decisions CASE STUDY As analytics becomes more critical, as illustrated below, tolerance for downtime and data loss decreases. DR strategies must keep up. Wal-Mart and semantic data The mega-retailer leverages semantic data (text analysis, machine learning, synonym mining) to produce more relevant search results for customers. Semantic search has improved online shoppers completing a purchase by 10-15%. Fast food provider and drive-through cameras A fast food provider leverages cameras on drive-through lanes to determine what to display on its menu board. When lines are longer the menu features quick-serve products; when the lines are shorter the menu features higher-margin items. Red Roof Inn and bad weather Based on real-time weather information, Red Roof Inn leverages mobile communications to send targeted/personalized messages to stranded customers. This strategy has contributed to a 10% year-over-year growth of digital bookings. Los Angeles/Santa Cruz Police and earthquakes Police departments repurposed an algorithm used to predict earthquakes and fed it crime data. The software can predict where crimes are likely to occur down to 500 sq. ft. Where used, the software reduces violent crimes by 21%. Each of the above case studies illustrate a situation where big data analytics become mission critical. In these scenarios, downtime or data loss will cause significant financial, goodwill, and health/safety impacts. If the velocity of data is a factor for your organization then availability and reliability of the data becomes critical. Sources: “16 Case Studies of Companies Proving ROI of Big Data” and “Ten big data case studies in a nutshell” Info-Tech Research Group 7 The criticality of analytics data will evolve, and your DRP needs to evolve with it Data criticality will evolve based on how business users are leveraging the data. IT teams need to establish a process that can recognize and update DR plans based on changing business needs. Sample Big Data Project Progression 1 Company implements big data solution. 2 Business analysts and users begin querying data and leveraging the insights. Insights prove to be valuable and relevant, so analysts flood the application. 3 Certain queries provide “actionable” information, allowing decision makers to improve client engagement, reduce costs, set competitive prices, etc. 4 As more queries produce actionable results, management incorporates big data analytics into day-to-day operations. 5 Queries that were initially running once a week are now run daily. The valuable queries are distributed firm wide. 6 As the number of valuable queries increase, the dependency that business users have on analytics data increases. Eventually management designates the big data solution as business critical. Info-Tech Insight Big data or business intelligence projects typically start as a pilot or lower-priority project. However, as the project matures, the dependency that the organization has on being able to process and leverage analytics insights becomes higher and higher. At a certain point, your BI or big data analytics capabilities will become more than just a reporting tool and become a business-critical function that drives business value. When this transformation occurs, make sure your analytics capabilities are covered under the DRP. Once analytics become business critical, reliability and availability become top-ofmind concerns. Info-Tech Research Group 8 The process for incorporating analytics data and big data into the DRP can be applied to all critical data The technological requirements to protect and recover big data is often more complex. However, big data does not change how you determine data criticality or the requirements gathering process. It’s the same – but more difficult Volume, variety, velocity, and veracity is used to describe big data. These four Vs characterize the exponential growth of data and the complexity of analyzing big data. While there are people, process, and technology adjustments necessary to support big data, the process that organizations should use to evaluate ways to protect big data is no different. Regardless of the type of data that you are trying to protect, IT teams should go through the following: 1. Define and prioritize critical business processes. 2. Identify critical applications based on business impact. Volume Velocity Variety Veracity 3. Map out business processes and identify specific IT dependencies. 4. Determine and document analytics data criticality. 5. Define best-fit data protection strategy based on data criticality. Changes to your current IT environment (bandwidth, process, storage) may be necessary when incorporating big data into the DRP. However, the difficulty of protecting big data should not conflict with its criticality. If the BIA deems analytics data to be critical, then the IT team to find a way of ensuring availability of big data. Info-Tech Research Group 9 Acquire executive support for incorporating data analytics into the disaster recovery plan Like any investment, upper management must understand and care about protecting critical data to consider making it a priority. Number one DR planning mistake: considering DR planning as a technology issue. Reality: Ensuring availability and reliability for applications and data is an issue for the business. While proactive DRP exercises are often carried out by the IT team, both the application importance and level of investment (dollars or time) must be decided by the business. If the IT team is solely responsible for establishing the DRP program, it will lead to a dysfunctional program, meeting significant resistance from business users and adoption will be severely limited. Bottom line: The key to success is the support of the management and users who will be expected to operate under the DRP. Without data criticality analysis, an organization treats all information the same. Critical data may have too little protection. Less critical data may have too much protection. Why should management care about data criticality? Clarification of which data sets are the most critical. Guide investment decisions to support the most critical data. Increased reliability and availability as a result of proper investments. Provide reporting insights for where each critical data set resides based on department and repository. Strategically classifying data will allow an organization to effectively allocate spending for appropriate data protection. Info-Tech Research Group 10 Use Info-Tech’s methodology to craft a plan to address data analytics in your DR strategy 1 2 3 Identify critical analytics in your business processes Determine DR requirements for critical analytics Update your DR solution to meet analytics DR requirements Define critical business processes Document current data criticality and location Optimize current DR solution Map out data-driven business processes Analyze data criticality Create an executive presentation Analyze data criticality based on business process Define the desired data protection strategy Create a project plan to outline required tasks Business Process Mapping Data Criticality Assessment Tool Executive Communication Project Roadmap Info-Tech Research Group 11 Info-Tech delivers: Use our tools and templates to accelerate your project to completion Phase 1: Deliverables Identify critical data through business process mapping. Phase 2: Deliverables Determine DR requirements for critical analytics through the Data Criticality Inventory Tool. Phase 3: Deliverables Use the Executive Presentation deck and Project Planning and Prioritization Tool to update your DR solution Info-Tech Research Group 12 Measured value for Guided Implementations (GIs) Engaging in GIs doesn’t just offer valuable project advice, it also results in significant cost savings. GI Measured Value Phase 1: Identify critical analytics in your business processes • • • Phase 2: Determine DR requirements for critical analytics Phase 3: Update your DR solution to meet analytics DR requirements Total Savings • • • Time, value, and resources saved by leveraging Info-Tech’s methodology to identify critical analytics within key business processes. For example, 6 FTEs * 5 days * $80,000/year = $9,600 Time, value, and resources saved by using Info-Tech’s Data Criticality Inventory Tool to determine DR requirements for critical analytics. For example, 4 FTEs * 5 days * $80,000/year = $6,400 Time, value, and resources saved by following Info-Tech’s methodology to update current DR solutions to meet analytics DR requirements. For example, 2 FTEs * 5 days * $80,000/year = $3,200 $19,200 Info-Tech Research Group 13 Use these icons to help direct you as you navigate this research Use these icons to help guide you through each step of the blueprint and direct you to content related to the recommended activities. This icon denotes a slide where a supporting Info-Tech tool or template will help you perform the activity or step associated with the slide. Refer to the supporting tool or template to get the best results and proceed to the next step of the project. This icon denotes a slide with an associated activity. The activity can be performed either as part of your project or with the support of Info-Tech team members, who will come onsite to facilitate a workshop for your organization. Info-Tech Research Group 14 Info-Tech offers various levels of support to best suit your needs DIY Toolkit “Our team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful.” Guided Implementation Workshop Consulting “Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track.” “We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place.” “Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project.” Diagnostics and consistent frameworks used throughout all four options Info-Tech Research Group 15 Optimize the DRP for Business-Critical Analytics – project overview 1. Identify critical analytics in business processes 1.1 Define critical business processes. 1.2 Map out data-driven business processes. 1.3 Analyze data criticality based on business processes. 2. Determine critical analytics DR requirements 2.1 Document current data location and criticality. 2.2 Analyze data criticality. 2.3 Define the desired data protection strategy. 3. Update the DR solution 3.1 Optimize current DR solution. 3.2 Create an executive presentation. 3.3 Map out future projects in a project planning and prioritization tool. Best-Practice Toolkit Evaluate the criticality of each business process as it relates to business impact. Leverage the Data Criticality Inventory Tool to determine current data criticality and location. Leverage tabletop planning exercises to map out business processes. Review the results of the data criticality assessment. Determine where the critical business process requires analytics data. Interpret the results of the data criticality assessment and compare against current DR solution. Guided Implementations Leverage the Evaluate Cloud, Co-lo, and In-House DR Deployment Models blueprint to optimize current DR solution. Craft an executive presentation plan to keep executives engaged. Use the Project Planning and Prioritization Tool to document next steps. Module 1: Define critical analytics through business process mapping Module 2: Determine DR requirements for critical analytics Module 3: Update your DR solution to meet analytics DR requirements Phase 1 Outcome: • Identify where critical data resides within key business processes through business process mapping. Phase 2 Outcome: • Determine data criticality through a data criticality inventory tool. Phase 3 Outcome: • Leverage an executive presentation and project planning and prioritization tool to keep the DR solution relevant. Onsite Workshop Info-Tech Research Group 16 Workshop overview Contact your account representative or email [email protected] for more information. Pre-Workshop Workshop Day 1 Workshop Day 2 Workshop Day 3 Workshop Day 4 Gather key stakeholders and prerequisites Map out key business processes Initiate the Data Criticality Assessment Complete the Data Criticality Assessment Optimize the Disaster Recovery Plan 1.1 Document critical business processes. 1.2 Map out data-driven business processes. 1.3 Determine where analytics data becomes critical in the business process. 2.1 Create the data criticality inventory scheme. 2.2 Identify data repositories. 2.3 Document and describe each data repository. 2.4 Initiate data criticality inventory. 3.1 Compete the data criticality inventory. 3.2 Assign RTO and RPO requirements based on business impact. 3.3 Assess the recommended recovery solutions based on DR requirements. 4.1 Review the DR solution selection methodology. 4.2 Craft the Executive Presentation Deck. 4.3 Complete the Project Planning and Prioritization Tool. 1. Business Process Mapping 1. Business Process Mapping 2. Data Criticality Inventory Tool 1. Data Criticality Inventory Tool 2. DRP Business Impact Analysis 1. Data Criticality Inventory Tool 2. Executive Presentation Template 3. Project Planning and Prioritization Tool Deliverables Activities • • • Review current DRP documents. Brief key stakeholders on workshop requirements (e.g. availability). Clarify goals and objectives . Info-Tech Research Group 17
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