Showing posts with label Disaster Recovery. Show all posts
Showing posts with label Disaster Recovery. Show all posts

Tuesday, March 17, 2020

Disrupted: Now what?

Whether or not you’re all in on the news reports about the Coronavirus (COVID-19), it will affect you. Whether it’s simply not being able to buy toilet paper or that there are school closings and cancellations, it will impact all our daily lives in some form or fashion for a while. As business owners and leaders, we have an obligation not only to our customers that we serve but to our employees as well whenever there is a significant disruption.

Today's disruption is this current pandemic but living in the mid-Atlantic we also endure the risks of hurricanes, tornadoes, heavy snows, torrential rain and on a rare occasion, earthquakes. All of which could severely disrupt an organization's operations which could start a ripple effect on our economies and communities.

You may be thinking, well, "my company doesn’t really meet much with the public so we’re probably okay." And you might be until external forces make decisions that directly impact your employees. Many school systems are preemptively closing schools for weeks at a time. If you’ve got high schoolers, it's not much of an issue except for the mess you’ll probably come home to every night. But if you or your employees have younger children, there may not be any place to take them. This means an office full of kiddos or some employees may just have to take time off. Assuming, every employee brings some benefit to the organization, that loss of productivity will hurt.

And now you have been disrupted...

Almost every organization we work with has some sort of Disaster Recovery plan, even if it’s just in someone’s head that will get their servers and data recovered in an acceptable amount of time. Some of these customers think this is also their business continuity plan. It’s not. What do you do when a significant number of your employees, or simply one critical employee, cannot do their work for an extended duration? This is just one of many business continuity scenarios that need consideration but seems to be one of the most relevant.

Remote work is the answer for those not in a position that requires direct hands-on work at a specific location. For example, factory line workers, hairdressers, any of the trades (plumbing, electrical, etc.), retail, and other professions where remote work is impossible. But for the rest, being able to work remotely is incredibly beneficial not just to the organization but to the individual as well. Unfortunately, it’s not just buying a bunch of laptops and waving to the employee as they head home.

Processes, processes, processes
To be successful in a work from the home scenario you must first design your internal processes and workflows to enable a near seamless and uninterrupted transition to the at-home worker. Every process starts with some sort of inputs that must be acted on and completed. Assuming it’s not the last step of the overall process, this then needs to be handed off to the next department who does their thing and passes it to the next. Here at CTG, our support process starts with a call or email that generates a ticket, that ticket gets assigned to a technician and then gets scheduled for work. The ticket then gets worked, documented, closed, and then heads over to finance to get billed or applied to a contract. There are at a minimum three distinct functional areas in that flow, our dispatch takes the call and works it through getting it scheduled. Our technicians work the ticket until it’s resolved and can be closed, then finance bills the customer and receive in the funds when paid. As such, we need coordination, notifications to the relevant tech or departments, and acknowledgments of those various hands-off. As you can imagine, this is all electronic. We’re not shuffling papers from one person or department to the next. 

Ditch the paper everywhere possible
While an environmental nicety, that’s not the point here. If you must move physical documents from one step to the next you are already doing things inefficiently. It’s time to review those processes from the section above and figure out how to perform those actions electronically. Added benefits to moving to an electronic-based system include; savings over time in buying paper, the ability to have all the records backed up to an off-site location, and the new flexibility you’ll gain in your workforce. For your paper people, how much would it cripple your organization if an environmental disaster (hurricane, tornado) destroyed or scattered your documents across the city or county? Do you have a way to recover those documents? Now imagine that the disaster really didn’t matter to your business because your employees can still perform their job from anywhere.

Get off-site
Do all your services (email, CRM, accounting package, resource planning, phones, etc.) reside on-premise? Remote work capabilities improve dramatically when some or all your business services reside in the cloud. First, you eliminate the need to invest in infrastructure to allow remote workers to get into your on-premise systems. Second, it will reduce your Capital Expenses (and the long depreciation cycle). It will convert a portion of those checks you stroke for bigger hardware, new operating systems and versions of your key applications (and the service charges by your IT provider for performing all of those upgrades) into an operational expense that you get to claim in the same year it was incurred. Third, everything in the cloud is usually at the latest and greatest version that you would otherwise have to go back to the second item and stroke those checks. At CTG we’ve built our own IT in this way, which quite honestly, we could close our physical office and continue to operate as we do now.

Get off-site part Deux: But Jeff, I just can’t.
Let’s go with the assumption that for regulatory or other reasons you just can’t move application X to a Software-as-a-Service provider or host it yourself in the cloud. We see this a lot, especially in healthcare. In those cases, there are options. Starting with getting remote access to your network environment via a Virtual Private Network. This is generally a piece of hardware at your location (often a firewall with this capability) and piece of software on your employee’s PC/Laptop (or tablet even) that will connect your employee to your network securely. Another fantastic option incorporates a hardware device that automatically connects back to the network and some (such as the one we sell) even includes extending your corporate wireless network into the employee’s home, provides Ethernet connections (and power-over-Ethernet connections for IP phone handsets) so that it's EXACTLY like being in the office. These devices are fully manageable remotely and you can push down the same network access policies that you have on-premise. This option is VERY good if you’ve got the right recovery plan for your servers and infrastructure. All the VPN in the world will do you no good if the hardware or software you’re trying to remote into is down.

Management and Oversight
It is incredibly important to put some sort of metrics tracking in place so you can be confident that the work is getting done. If your management style is watching people look busy, then this will be a pretty dramatic change. While it may make you feel better that Mary or Joe always look like they're overwhelmed or appear to always be heads down, you just may be fooling yourself. So, whether you decide to make it possible for employees to work from home or not, it’s probably a good idea to figure out these metrics and measures anyway. I would say the best point of entry for beginning this is during the first two sections above: Processes & and Ditching Paper. Once you understand what they’re doing, how they’re doing it and how long it takes to do it, you can put the digital process in place, and inherently have it keep track. Then you’ll know if Joe processes 50 purchase orders a day on average with a backlog of 10 and that average suddenly drops to 10 but the backlog is 50 when he’s working from home. Well, at that point it's time to have a conversation with Joe. Please notice I referred to averages. Everyone has a bad day, some people take a little longer to adapt to working at home, and some people (like I did) have family members that take a little longer to adapt to my work from home occasions. So, dropping the hammer on Joe right away is probably not the best approach. Consider it a good coaching opportunity to help Joe get up on plane even at home.

Practice makes perfect
We all know this idiom and it’s true here as well. Consider letting your employees work from home on a semi-regular basis. They’d probably consider it a benefit and it doesn’t cost you a thing if their productivity doesn’t drop. There’s some "getting used to it" for the new work-from-home person. If they can overcome that productivity hurdle before an event requires them to work-from-home, your organization will be all the better for it.

Collaboration
Whether you end up with your whole office working remotely or just a few people, being able to communicate effectively is critical to your operational success. Not to mention, it totally can get lonely working from home when you’re used to an office community. There are plenty of tools out there to satisfy this need. Many are free or come packaged with some of the services you may have moved to in the "Get off-site" section. We use Office 365 and Microsoft Teams. They offer chat, voice, and video as well as integrations into SharePoint and many other Office 365 features. Teams also has a full-blown phone system option that we’ve recently adopted. Your extension can follow you wherever your Teams client is. Working from home (or wherever) is completely transparent to the customers that call you. Video calling is also an important option to consider in your solutions. You’d think that video calls are an extravagance, but in work-from-home scenarios, it’s a fantastic way to stay in touch. First, it maintains a more community-like feel when you see your coworker and they aren’t just a disembodied voice. Next, you get to read body language. You know when you thought you could practically hear someone’s eye-roll on the other end of a phone call? Or wondered if they were paying attention? Now you’d know. Also, being able to review or work on documents, spreadsheets, presentations together or simply share your screen with the other person is invaluable. As I mentioned, our office uses Office 365 and Teams, but these same options are available with Google Apps and others as well. 
By Jeff Garell, VP of Services 

Finally, there are some additional things to consider in enabling a remote-capable workforce that is generally industry related. It’s not too late to get started, so give us a call.

At CTG we’ve been helping to develop and design solutions like this and many more for 15 years. Even more significant is that we use all these processes and technologies to run our own business. In other words, we practice what we preach.  

Wednesday, January 18, 2017

CTG Expands into North Carolina

By Caylor Feeley


Convergent Technologies Group is proud of our growth over the last decade and our customer-focused culture. And now, we’re moving ahead in a new direction, with our recent expansion into North Carolina. 

Expanding beyond our Central Virginia headquarters will allow us to strengthen our already existing relationships, and will also enhance our ability to effectively serve a new set of clients. Convergent Technologies Group has a tradition of growing businesses in Virginia, Washington D.C. and Maryland with our IT solutions that fit our customer’s precise needs. Our expansion into North Carolina will not only grow our clientele and market reach but will provide full-service technology solutions to our customers in the region. North Carolina's economy grew from tobacco farming and textiles into a leader in modern industries, such as aerospace, biotechnology, banking and energy. The fast-growing economy and the state's thriving technology-based industries create a strong fit for CTG's presence.

Convergent Technologies Group is dedicated to cultivating positive business relationships in North Carolina and providing organizations with targeted information technology solutions, particularly in the ever-changing digital economy. Technology allows us to connect with clients wherever they are. As we have developed new relationships, we want to ensure that our clients have a local account manager who can better understand their business and market they operate in. With solutions including cloud, collaboration, data center, disaster recovery, managed services and more, we analyze our clients’ specific wants and needs to create a tailored approach that will deliver against company objectives. 

Representing us in the North Carolina region is Bailey Mountcastle, who has joined CTG as a territory account manager. A Virginia Tech business management graduate, Bailey is highly motivated and dedicated, and looks to provide every business with the most effective keys to transform its IT department into a revenue-building department. Whether you need products, services or a mix of both Bailey can recommend and deliver solutions that will benefit both your current and future technology needs. Reach out to Bailey here

Caylor Feeley is a junior marketing specialist at CTG.

Thursday, October 1, 2015

The Best Disaster Planning Happens Before a Disaster Strikes


 By Jeff Garell

While the best disaster planning should always take place in advance, we recognize that the looming potential damage from heavy rains and Hurricane Joaquin in the coming days is a good time to make sure your business has every base covered.

First and foremost is not just checking that you have backups, but verifying that they are good and you can restore from them. You'd be surprised the number of times someone diligently verifies that the backup software claims it's successful but has never tested a restore - even if it's just restoring a few random files.  

Just as important as having good backups is verifying that you've been backing up the right stuff. Again, we've come across problems where the backup solution was set up years ago, while processes/applications/critical data have changed and the backups have not been adjusted accordingly.

Next would be to figure out how to continue operations if your location is out of power/flooded/generally inaccessible. Depending on your business, this might not be possible or necessary. For instance, a high-end clothing store would be less interested in trying to sell fancy clothes and more interested in protecting its inventory from looters or floodwaters until the emergency passes. To stay with retail examples, a grocery store or home improvement store will be very interested in maintaining its operations to help those affected (and make a few bucks). 

The majority of businesses will want to somehow continue to operate and keep the revenue flowing.  This is generally referred to as business continuity, and, depending on the business, might involve having a paper process as the backup to today’s more automated solutions.

Prior to leaving the office for the last time before a predicted storm hits, consider shutting down and unplugging all your IT/Telephone/electronic assets, making sure they're off the floor, and, as an added precaution covering them with plastic sheeting. DO NOT cover with plastic sheeting if you don't turn everything off or your assets will overheat, possibly melt the plastic and be a fire hazard. Be sure you know how to put everything back in place - or arrange with your service provider to do it - once the storm passes. 

If you don't already have a Business Continuity Plan (BCP) or Continuity of Operations Plan (ConOP), it's probably too late to start with the current storm bearing down on the Mid-Atlantic. Once things calm down, however, start that that planning process. A solid and practiced BCP answers the questions of what and how to do your recovery before you're in panic mode. Showing you have one might reduce your insurance costs, and if you show you followed your plan, then the insurance companies will often expedite your claim with fewer questions about why you made X decision.

One final and important note: When facing widespread problems (regional power outages from ice storms or hurricanes, for example), every business owner or manager must remember this affects your employees’ families just as much as it affects your business operations. You'll be hard pressed to get everyone in to try and save the business when your employees’ families also are going through considerable hardship. You must keep this in mind in any contingency planning you put together.

Jeff Garell is co-founder of Convergent Technologies Group.