Gartner Research

Best Practices for IT Disaster Recovery: Reducing Risks On-Site and in the Cloud

Published: 29 December 2014

ID: G00271605

Analyst(s): Werner Zurcher


Technology advancements are transforming IT DR and ITSCM practices. Leveraging people, processes and technology best practices is critical to success, whether recovering on-premises or in a cloud. Focus on proper DR management, planning and testing to succeed.

Table Of Contents

Problem Statement

The Gartner Approach

The Guidance Framework

  • Prework
    • Get Attention and Resources From Executive Management
    • Form Separate BCM and IT DRM Teams
    • Engage the Business Units and Key Partners
  • Step 1: Analyze Business Requirements and Threats; Plan Accordingly
    • Perform a Business Impact Analysis Involving Business Units and Leaders
    • Perform Risk Assessments
    • Define IT Service and Infrastructure Criticality Tiers
    • Define an ITSCM and DR Strategy
    • Develop or Update DR Plans
  • Step 2: Design and Implement IT Service Continuity and DR Measures
    • Overall: Build More Resilient Organizational and IT Capabilities
    • Overall: Pay Attention to People, Processes, Facilities and Service Vendors, Not Just Technology
    • Design and Implement Resilient Locales for IT Service Continuity and DR
    • Design and Implement Resilient IT Infrastructure and Applications
    • Leverage Virtualization and IT DR Orchestration Automation
    • Design and Implement Data Protection Methods
  • Step 3: Exercise to Improve and Build Confidence in IT Service Continuity and DR Plans and Procedures
    • Focus Effort and Resources on Critical IT Infrastructure and Services Continuity and DR
    • Perform Evolutionary IT Service Continuity and DR Exercises
    • Perform DR Exercises That Involve More People
    • Test Failback, Not Just Failover, for at Least Mission-Critical Applications
    • Follow Up DR Exercises With Improvements
  • Step 4: Enable Continuous Improvement
    • Report Gaps to Senior Management; Track and Escalate Their Resolution
    • Refresh ITSCM and DR Plans for IT Infrastructure and Application Changes
    • Improve BCM, ITSCM and IT DRM Process Maturity, Capabilities and Expertise

Risks and Pitfalls


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