Hidden Prizes of BC/DR Projects

Transcription

1 March 28, 2011 Hidden Prizes of BC/DR Projects David Halford, Forsythe Peter Laz, MBCP, Forsythe Objectives Why is this important? Identify the hidden value in BC/DR Projects Discuss how to utilize and communicate the prize inside 2

2 Do these remind you of your BC/DR Program? 3 BC/DR Goals Why do BC/DR? 4

3 Strategic Value of BC/DR Projects BC/DR projects (such as BIA's, Recovery Strategies, Plan Development, Program Assessments, etc.): produce output useful for resuming business after a disruption have strategic value that is often overlooked The real prize is leveraging knowledge gained from your BC/DR initiatives to: improve daily business operations help obtain valuable funding 5 BC/DR Evolution Disaster Recovery enables the IT organization to function again after a business interruption or disaster. Resiliency introduces the concept of business continuity BC/DR for IT and the business, allowing both to remain up and running during a crisis or recover quickly afterward (within the prescribed level of operation and time as necessitated by the business). Adaptability evokes the idea of a learning environment in which both IT and the business proactively anticipate, manage and incorporate ever-changing technologies, business requirements, potential risks, data dispersion, growth opportunities, best practices and more. 6

4 BC/DR Planning Approach Phase I (BIA, BC/DR Assessment, Functional Requirements, & Gap Assessment) 1. Identify current capabilities & current application infrastructure 2. Quantify application usage, data volumes, cost/outage, & interdependencies. 3. Capability Gap Assessment 4. Define Target Service Levels Phase II (Strategy t Development) 1. BCP Strategy(s) 2. DR Strategy (s) 3. Stake holder validation & budget approval 4. Strategy Implementation Roadmap Phase III (Implementation & Management) 1. IT DR Design(s) & Implementation Project Plans 2. IT DR Design Implementation 3. BC Plan Development 4. DR Plan Development 5. Recovery Exercises 6. BCP & IT DR Plan Maintenance program Phase I: BIA, BC/DR Assessment, & Requirements Phase II: BC/DR Strategy Design & Validation 7 Phase III: BC/DR Design, Implementation, Plan Development, & Recovery Exercises Areas to Examine: BIA Strategy Software 8

5 Hidden Prizes Business Impact Analysis (BIA) 9 BIA Linking Three Tiers Business Process Understanding of key business processes Application Comprehensive mapping of Dependencies Stratified into recovery tiers Technology Underlying IT infrastructure identified Formalized service levels in support of recovery objectives Business Processes Applications Technology 10 10

6 BIA Approach 11 BIA: Business Profile (sample extract) Business Unit Business Function Description Criticality (E/H/M/L) Underwriting (Private Passenger Auto; Commercial Auto; Assigned Risk; Homeowners) New Business Renewals Application processing Validate and issue policies Generates approx $1.4 million per day Review system-rejected renewals and determine appropriate rates Generates approx $4.6 million per day High Incremental revenue High & steady transaction volume Time-intensive per transaction High Recurring & incremental revenue High & steady transaction volume Location Type Occupancy Floor Space Business Unit Head Count Business Functions Business Volume New Business 298/day Florida Branches (full service) Leased 215 empl. 28,200 sq.ft sq. ft. (storage) Underwriting Total: 71 Claims Total: 118 Renewals Endorsements Processing Medical Review 499/day 691/day 16,800/year 24,500/year 12

7 BIA: Process Analysis (sample extract) Input Output Suppliers Input Method Process Output Method Customers IT Contracts, Updated Great Printed Invoice, Manual Entry into Customers, Purchase Accounts Receivable Plains, Remit. Electronic Invoice Great Plains Vendors Orders Advice Files Mailroom, IT, Invoices, Auth. Form Manual Entry into Form Great Plains Great Plains IT, SalesForce Sales staff OrderPro IT, Employees IT, Insurance Providers Lawson, PerfMan, IntraNet Lawson, IntraNet, Insurance Providers Data Entry to SF.com & OrderPro Data entry into EXCEL file extracted from Lawson HRIS Data entry via Intranet Accounts Payable Sales Management Performance Management Benefits Administration Checks, Updated Great Plains Updated sales opportunities & entered orders updated performace reviews for employees Updated Benefits records and information to Insurance Providers Printed Checks for stuffing/mailing, Online Viewing Printed Evaluation Forms manual FTP to various Insurance providers Vendors Sales staff, Sales Mgmt. Employees Employees, Insurance providers 13 BIA Hidden Prizes Business Unit profile and descriptions of processes and inputs are necessary to develop recovery requirements and prioritization outputs of the BIA. BIA Prizes 14

8 Hidden Prizes Disaster Recovery Strategy 15 Strategy Framework Strategic Determinants Network Location Data Protection Provisioning Strategic Alternatives WAN provisioning Capacity provisioning i i Routing & switchover method Security, access control & authentication (Sample Strategies) Internal Co-location Commercial Hot Site Hybrid Distributed Operations Internal Co-location (Sample Strategies) Vaulted tape backups Data Replication DB log Server volume SAN volume Storage Filesystem (Sample Strategies) Dedicated hot standby Repurpose cold standby Shared UAT/Test Dev DR Vendor Quickship (Sample Strategies) 16

9 DR Strategy High Level Approach Assess Current Capability Current Capabilities & Infrastructure Confirm RTO & RPO requirements IT Resource Inventory Application Inventory IT Infrastructure by Application IT DR Strategy Design Design Technology recovery solution Optimized based on RTO & RPO requirements 17 DR Strategy Hidden Prizes A detailed Disaster Recovery Strategy provides an opportunity to confirm current capabilities and implement a technology recovery solution sufficient to meet defined service levels Disaster Recovery Strategy Prizes 18

10 Hidden Prizes BC/DR Software tools 19 BC/DR Software Tools 20

11 BC/DR Software Tools Emergency Response Crisis/Incident Management Technology Recovery Business Recovery Pandemic Response 21 BC/DR Software Tools Hidden Prizes High quality BC/DR software products offer a flexible environment where the tool methodology and capabilities are easily repeatable BC/DR Software Prizes o o o 22

12 Conclusion - Elevate your Program Align your approach and initiatives with executive priorities Connect with other key initiatives Amplify program with improved communication & awareness activities Take Advantage of the Hidden Prizes!! 23 David Halford dhalford@forsythe.com Peter Laz plaz@forsythe.com 24

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