elements of business continuity

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We facilitate technology transformations that drive & support business success. www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada Elements of Business Continuity How to Protect your Firm from Disaster Courtney Rosebush Marketing Co-ordinator, Triella [email protected] Charles Bennett Principal Consultant, Triella [email protected]

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We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

Elements of Business ContinuityHow to Protect your Firm from Disaster

Courtney Rosebush

Marketing Co-ordinator, Triella

[email protected]

Charles Bennett

Principal Consultant, Triella

[email protected]

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Agenda:

• What is Business Continuity?

• What is Disaster Recovery?

• Framework for Business Continuity Planning

• Technologies to Consider

• Demonstration of Becon Backup™

Business Continuity Planning 2November 29, 2016

= Informal Survey!

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

What is business continuity?

• A set of procedures and guidelines oriented around ensuring that the critical business functions can be recovered quickly.

– Resilience

– Recovery

– Contingency

Business Continuity Planning 3November 29, 2016

BCP

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Business Continuity Planning 4November 29, 2016

What is disaster recovery?

• A subset of business continuity

– Focused on technology recovery

– What happens after a human or natural disaster

DRP

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

There are two classes of disasters:

• Natural Disasters • Man Made Disasters

Business Continuity Planning 5November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

What are the risks for downtime?

Business Continuity Planning 6November 29, 2016

CloudEndure 2016 Survey

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

The numbers are compelling.

• 75% of companies have no DRP

• 90% of businesses who lose their data through a disaster close within 2 years

• 20% of companies will suffer a disaster

– 80% who experience significant data loss will be out of business in one month

– 43% of businesses who are unable to resume operations in 10 days will never reopen

Business Continuity Planning 7November 29, 2016

From www.drbenchmark.org

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

What are the trends?

• Reduced use of physical servers

– Virtualization is now the standard

• Greater adoption of Private Cloud

– Get the hardware off site

• Without planning, there are unrealistic expectations for uptime and recovery

Business Continuity Planning 8November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

A framework is needed to start the BCP process.

• Identify Risks• Protect• Prioritize Recovery• Identify Key Staff• Testing• Recovery • Partner• Helpful Technologies

Business Continuity Planning 9November 29, 2016

Planning

Execution

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

Ask questions of the business to ascertain the risks.

Identify Risks

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Are You Prepared?

• Can the firm recover data?

• Are systems documented?

• Can the firm recover applications and settings?

• Are application interactions understood?

• Are people designated to run the business?

• Is there a way to communicate?

• Can clients reach you?Business Continuity Planning 11November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Are You Prepared?• Can staff get access to

computing resources?

• Do staff have access to what they need to work?

• Do staff have current contact lists? Clients? Internal Staff?

• Do their mobile devices work?

Business Continuity Planning 12November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Are You Prepared?

• How often do you test backups?

• What is the financial cost of downtime to your business?

• Is there a fallback plan if on site backups are not working?

Business Continuity Planning 13November 29, 2016

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

Does the firm have adequate protection in order to recover systems, applications and data?

Protect

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Find the protection solution that is right for you.

• Backup to tape and send off site

• Backup to disk and send off site

• Replicate data off site in real time

• Backup servers to disk and have standby facilities off site

• Duplicate systems with continuous replication and two data centres

Business Continuity Planning 15November 29, 2016

Increa

sing

cost

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Plan for the recovery you need.

Business Continuity Planning 16November 29, 2016

Seconds Minutes Hours Days WeeksSecondsMinutesHoursDaysWeeks

$

$$$$ $$$$

$

Disaster Happens

Disaster DeclaredWait time

can be hours

Recovery Point Objective

How much data can you lose?Recovery Time ObjectiveHow fast can you be up?

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

RPO expectations (data loss)

Business Continuity Planning 17November 29, 2016

25%

Cloud Endure 2016 Survey

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

RTO expectations (system back up and running)

Business Continuity Planning 18November 29, 2016

19%

Cloud Endure 2016 Survey

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Invest in robust solutions.

• Get hardware with built in redundancy

• Then duplicate that hardware!

• Use virtualization to maximize use and facilitate recovery

• Ensure no single point of failure

– Dual ISPs

– Dual firewalls

• Take advantage of external resources

Business Continuity Planning 19November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Typical backup solutions for SMB include:

• Backup Exec

• Veeam

• AppAssure

• Veritas

• Challenges are:

– Recovery

– Time spent on backup

Business Continuity Planning 20November 29, 2016

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

What is most important in the recovery process? How long can you be without it? Repeat the questions iteratively!

Prioritize

Business Continuity Planning 21November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

How long can the business function without?

• Email

• Document processing

• Accounting

• Printing

• Phone system

• Mobile devices

• Practice specific applicationsBusiness Continuity Planning 22November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

How long can the business function without?

• Remote access

• Office space and other offices

• People management

• Revenue collection

• Vendor involvement

Business Continuity Planning 23November 29, 2016

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

Identify the right people to safeguard the DRP and protect the firm during a disaster.

Identify Key People

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Key characteristics of DRP managers

• Attention to detail, methodical

• Understands the firm’s culture and decision processes

• Excellent communication skills

• Understanding of the firm’s infrastructure

• Authority to make decisions in a disaster

• Access to the firm’s decision makers

Business Continuity Planning 25November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Assign people to manage the plan.

• People will need to be assigned to:

– Build the plan

– Manage and update the plan

– Test the plan

– Be able to declare a disaster

– Be key contacts and communicators during a disaster

– Monitor the recovery process with IT

Business Continuity Planning 26November 29, 2016

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

Your DRP Plan must be tested regularly to ensure that it works.

Testing

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Assume that testing will fail.

• The point behind testing is to discover the failure points

• Test often and then update the plan

• Small scale testing is useful too!

• Change strategies if the test dictates

Business Continuity Planning 28November 29, 2016

Structured Walkthrough

Checklist Testing

Parallel Testing

Full Implementation

Testing

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

Once the disaster occurs, you need to recover quickly.

Recovery

Business Continuity Planning 29November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Returning the business to normal.

• From a data perspective, this can be as big as the disaster itself

– Data is out of sync with the office

– Equipment may be new, different version

– Very expensive to test full recovery

– Partial recoveries can be tested cost effectively.

Business Continuity Planning 30November 29, 2016

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

Partner with a vendor to help you put systems in place to protect the firm in the event of a disaster.

Partner

Business Continuity Planning 31November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Take advantage of the expertise of partners.

• You don’t have to do it all yourself

• Find experts in the area of recovery

– They do it more often

– They know what to do when the issue strikes

– Reduces your stress

• Look for off site and on site recovery

Business Continuity Planning 32November 29, 2016

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

A selection of technologies used by Triella and its clients to assist with recovery.

Helpful Technologies

Business Continuity Planning 33November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

BCP: Backup and Recovery

• We partner with Datto for a Hybrid Cloud solution we call Becon Backup™

Business Continuity Planning 34November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Case Studies

• CryptoLocker Virus

– 110 Users, 19 Servers, 2TB data

– Recovery time 4 days

• Dual Drive Failure on SAN

– 50 users, 12 Servers, 4TB data

– Recovery time 1.5 days

• Server Failure in Halifax

– 33 users, 2 servers, 1.5TB data

– Recovery time 4 hoursBusiness Continuity Planning 35November 29, 2016

Old School

Backup

Becon

Backup™

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Comparing typical backup systems.Traditional

• Recovery can take days or weeks.

• Manual intervention is required.

• Backup not typically tested.

• Data typically either local or in the Cloud.

• Typically run once a day.

Becon Backup™

• Recovery can take minutes to hours.

• No manual intervention required. Less errors.

• Backup verified and tested every time.

• Data is local AND in the Cloud.

• Can run many times a day.

Business Continuity Planning 36November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Traditional

• Backups need to be adjusted to be bootable.

• Data may not be encrypted on site or in the Cloud.

• Recovery may or may not work due to lack of testing.

• Potential for loss of media in transit.

Becon Backup™

• Backups are boot ready for immediate use.

• Data can optionally be AES 256 encrypted on site and off site.

• Since each backup is tested, recovery has very low risk of failure.

• No media used so it’s not possible to lose it.

Business Continuity Planning 37November 29, 2016

Comparing typical backup systems.

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

BCP: Email Continuity

• We partner with Mimecast using their Ireland data centres

• Email continuity takes over if your email goes down

– Supports Exchange servers

– Supports Office 365

• Provides spam and virus protection

Business Continuity Planning 38November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

BCP: Antimalware

• We are considering partnering with Webroot for Cloud based malware endpoint protection

– Runs with existing antivirus solutions

– No need to reimage on infection; can roll back

– Cloud based management protects machine inside and outside the network

– Behaviour monitoring, not signature files

Business Continuity Planning 39November 29, 2016

We facilitate technology transformations

that drive & support business success.

www.triella.com | 647.426.1004 | [email protected] | 1 Richmond Street West, Suite 700, Toronto, Ontario M5H 3W4 Canada

Demonstration of Becon Backup™Powered by Datto

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Recap of the BeconBackup™ benefits.

• Hands off

• Multiple backups a day minimizes data loss

• Backup notification and monitoring

• Backs up physical and virtual servers

• Entire server backed up

• Backups are tested each time

• Recovery is fast

• Recover onto device

• Recover servers in the Canadian Cloud

Business Continuity Planning 41November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Business Continuity Planning 42November 29, 2016

Experience Becon Backup™real time, on your system

30 day evaluation availableto all attendees

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Resources

• www.drbenchmark.org– Disaster Recovery Preparedness Benchmark Survey

(2014)

• http://www.drj.com/resources/forrester-surveys.html– The state of business continuity preparedness (2015)

• http://info.cloudendure.com/rs/094-DCS-290/images/2016%20Disaster%20Recovery%20Survey.pdf– Disaster Recovery Survey (2016)

Business Continuity Planning 43November 29, 2016

WE FACILITATE TECHNOLOGY TRANSFORMATIONS THAT DRIVE & SUPPORT BUSINESS SUCCESS.

Questions?

• Thank you for your time

• Presentation is available on the TLOMA and Triella web sites

• Contact us at 647.426.1004 x 222 or [email protected]

Business Continuity Planning 44November 29, 2016