Optimize Backup with a Recovery Services Plan

Refine processes and procedures to win backup success.


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A lack of clear backup procedures and policies can lead to the following challenges:

  • Data is not actually recoverable
  • Overprotection of some data sets, and under-protection of others, leading to a misalignment of resources
  • Increased risk in the event of an external audit, either because data that should not be stored is being kept for too long or data that needs to be stored is not readily available
  • Potential for a data loss event that can have a significant financial impact on the organization

Optimized backup policies and procedures can help your organization

  • Ensure that your data is recoverable when you need it
  • Reduce the risk that comes with leaving your data insufficiently protected
  • Save time and money by bringing backup and recoverability in line with actual requirements
  • Reduce risk of significant, unrecoverable data loss
  • Improve organizational resiliency

Book Your Workshop

Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

Module 1: Communicate the Value of Backup Optimization

The Purpose

  • Identification of backup and recovery challenges faced by most organizations
  • Identification of resources that require backup and recovery services
  • Identification of issues in the present backup and recovery workflows

Key Benefits Achieved

  • Defined value of backup and recovery that justifies expenditures
  • More developed sense of what is at risk with a mis-provisioned backup environment
  • Strategies for communicating the value of backup and recovery to stakeholders

Activities: Outputs:
1.1 Inventory critical systems and data that are being backed up
  • List of data assets
1.2 Map current backup procedures
  • Risk assessment
1.3 Determine what’s at stake with a risk matrix

Module 2: Determine Recovery Requirements

The Purpose

Determine recovery requirements

Key Benefits Achieved

  • Development of recovery requirements for core data sets
  • A better understanding of the value of a tiered approach to backup
  • A plan for tiered backups that better aligns costs and required quality of service

Activities: Outputs:
2.1 Identify mission critical business activities
  • Documented list of core business activities and related systems
2.2 Identify critical applications that support business activities
  • List of system dependencies
2.3 Identify dependencies
  • Documented recovery service tiers
2.4 Rank recovery needs of core applications and determine service tiers

Module 3: Evaluate the Impact of Technology on Backup Procedures

The Purpose

Determine how technology will affect backup operations

Key Benefits Achieved

  • Assessment of capabilities and shortcomings of the present backup solution
  • A developed sense of how storage and backup technology can be used to enhance recovery capabilities
  • Avoid domain disputes by clearly assigning ownership of backup and recovery roles

Activities: Outputs:
3.1 Assess recovery capabilities with a gap analysis
  • Recovery capabilities gap analysis
3.2 Build a backup schedule from the RPO up
  • RPO-driven backup schedule
3.3 Assess risk and reward of data being protected
  • Documentation of domain ownership
3.4 Clarify ownership of backup tasks
  • Risk and reward assessment for backed up data

Module 4: Turn Backup into Recovery Services with SLAs and SOPs

The Purpose

Create service level agreements and standard operating procedures that optimize recovery service capabilities

Key Benefits Achieved

  • A strategy to better communicate the value of backup and recovery to stakeholders and users
  • A standardized approach to backup and recovery that can help improve confidence in the solution
  • An agreement that outlines end user’s role in ensuring recoverability

Activities: Outputs:
4.1 Document the present service level agreement for data recovery
  • Backup and recovery SOPs
4.2 Plan the recovery response workflow
  • Recovery SLAs
  • Recovery response workflow
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