BuildingaBusinessCaseforDisasterRecovery

KeithTownsendTwitter:@CTOAdvisor

Blog/Podcast:thectoadvisor.com

• PrincipleTheCTOAdvisor –www.theCTOadvisor.com• Twitter:@CTOAdvisor• Email:keith@theCTOAdvisor.com

• Career• ITcareerbeganinthemid90’s• 2yearsasaProgramChiefArchitectatLockheedMartin• 2yearsasManagementConsultantwithPricewaterhouseCoopers(PwC)

• Content• Virtualizedgeek.com• TechRepublic.com• TheCTOAdvisor.com• TechTarget.com

BusinessCasevs.UseCase

• ITisnormallyfocusedontheusecasePollQuestion:Isthefollowingabusinesscaseorausecase?”Useancloudstorageservicetobackuplaptopstopreventdataloss.”

Agenda

• Understandingprojectportfoliomanagement

• DRisapartofbusinesscontinuality(BC)but…

• DetailsrequiredspecifictobuildingaDRbusinesscase

• Keymeasurements

• Presentingthecase

BusinessContinualityandDisasterRecovery• Technologyrecoveryisjustasubsetofbusinesscontinuality• People• Process

• Technology

UnderstandProjectGovernance

• Howdoyourepresentvaluevs.tangibleassets• Aformalportfoliomanagementprocess• Ainformalconversation

CollectCriticalDetails

• Identifymissioncriticalbusinessprocesses• Identifysupportingbusinesscriticaltechnology• Applications• Systems• Data

• Understandthesolution• RecoveryTimeObjective(RTO)• RecoveryPointObjective(RPO)• Costoftechnicalsolution

Identifytheperformance

indicator

• Risk• Regulatory• MonetaryReturn

Risk

• Whatistherisk• Temporaryorpermanentstopinoperations• CanyoupayvendorsandemployeesincaseofDR• Canyoushipproductandacceptcash

• Whatistheimpactoftherisk• Damagetoreputation• Lossofrevenue• Abilitytocontinueasagoingconcern

Regulatory

• LegalrequirementtohaveaDR• PCI• HIPPA• SOX• FDA

• Costofbeingoutofcompliance• Penalties&Fines• Reputation• Halttooperations

MonetaryReturn

• WillarefreshofDRsavemoney• Howisreturnmeasured

• Returnoninvestment• HowisROImeasured• OpEx vs.CapEx• NetPresentValue• InternalRateofReturn

PresentingYourCase

• Knowyouraudience• ProjectPortfoliosystem/committee• FormalDeck• Wellwordede-mail• WrittenonaPost-It

• Piggybackonabusinessinitiative• Lookbacktoyourobjectives• IsthereanexistingmajorprojectwithaDRrequirement

Appendix:BusinessCaseOutline

CurrentState

• DocumentthecurrentstateofyourDR• Thinkofthisastheproblemstatement.Whatisityouwanttofix?• IE“Existinginfrastructuredesignedforbusinessenvironmentfrom2005.Sinceimplementationbusinessdataandcomplexityhasgrown…..”• Somecostmeasurementshouldbeincluded• AgoodplacetoputcurrentRTO/RPO

ProposedState

• Howareyouproposingtoresolvethechallengespresented?• Whatarethehighlevelkeyperformanceindicatorsofyoursolution?• IEcurrentDRsolutioncostsY.ThenewsolutionwillreducecostbyX.• Thereisnocurrentsolutionandregulatoryrequirementssayweneedthisproposedsolution.

Cost

• Detailoutthecostsoftheexistingsolutioncomparedtothenewsolution• What’sthepayback(ROI)ifany• What’stheincrease/decreaseinongoingcosts• Whataretheone-timecosts

Risks

• Whenpresentingtoleadership,youmustalwayshaveariskregister• Whatareriskstoandoftheprojectandwhatareyourmitigations

Risk Mitigation Severity(H/M/L)

Installing newreplicationmayresultinperformanceissuesonWAN

UpgradeWANlinktoaccommodate1.5timestheexpectedtrafficflow

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Restoring legacybackupsmaynotbepossibleduetoincompatibilitywithnewsolution

Contract witha3rd partytoprovidelegacyrestorationcapability

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