Crafting a Data Recovery Plan – Six Tips for Businesses of Any Size

Corporate data loss can be caused by anything from rising hurricane floodwaters seeping into the server room to an employee that introduces corrupting malware to the network or even human error. Crafting a data recovery plan is vital for companies in order to quickly recover any lost data so the business can continue with minimal interruption.

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Here are some of the best practices for creating a complete recovery plan suggested in the article:

1. Identify the Existing (and future) Data Sources.

The plan should detail the type and “location” of all current data sources, whether they are coming from the BI platform, CRM, sales data, financials, or customer survey inputs. You can only protect the data that is known and readily available, so conduct a full accounting of all data sources. The plan should include a breakdown of all of these sources, including how/when the data is generated, how frequently it’s updated, and where it is currently stored.

2. Detail data responsibilities.

A recovery plan should denote the role each employee has in terms of protecting the company’s data. Some staff members will of course have a more involved role than others. For example, the IT director will oversee all of the data and its storage, while a marketing associate will need to watch how they disseminate and store company data. Each person’s role should be detailed in the recovery plan, along with what steps will be taken if that person leaves the position.

3. Access the Risks and Plan Accordingly

The risks for data loss or corruption should be examined and put into the recovery plan. How at risk is your company for accidental deletion of files or website data? Review any electrical, hardware, or software risks, or the chances of fire or other natural disasters. It’s impossible to eliminate all risks, but they can be substantially mitigated in order to greatly reduce the need for future data recovery. Look at each type of risk and determine how your company would handle downtime, how it would currently recover any lost files, and most importantly how you can plan to improve the situation.

4. Determine the Routes of Recovery

The recovery plan should naturally detail how you will recover any lost or corrupted data. Start at the current day baseline, and then see what best practices you can put in place to improve recovery time or even the chances of successful recovery. Perhaps the company’s backup procedures are lacking, and the recovery plan should include a guide for using redundant cloud storage. Recovery of mission critical data is easy through the cloud, so consider creating “backups of the backups” by using multiple reputable cloud providers to backup all data sources.

5. Put in Place Access Controls

IT should set access controls and access monitoring across the organization to manage data’s usage among staff and any third-party vendors. Firms can avoid time-consuming and costly recovery measures if they practice access control and real-time monitoring that can spot and stop any unauthorized or ill-advised data usage. Setting an access control policy correctly means ensuring staff can use the data needed for their role, but not have access beyond that point. For example, the individual running email campaigns will need email and name data, but they don’t need to access customers’ financial records. Monitoring solutions can detect instances where previously terminated employees try to use their login credentials, or cases where staff try to copy or share restricted data.

6. Use Specialized Recovery Tools

If a single machine contains data and is damaged or corrupted, then you need to bring in expert recovery help. Your recovery plan should contain the name and contact information of a data recovery company that specializes in multiple types of hardware and software recovery scenarios. Do the leg work on the front end to find a company with a stellar reputation, a clean-room environment, and the personnel expertise to work on everything from a corrupted SD card to a hard drive exposed to flood waters.

Taken together, these six tips and best practices can provide companies with a data recovery roadmap. By acting proactively, companies can safeguard their data with access controls and cloud backups in order to reduce the need for recovery.