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Case study · Managed IT
An advisory firm moved from untested backups to a recovery plan it has actually rehearsed.
The challenge
The firm kept client files on a few aging servers in the office. Backups ran each night to a single device in the same room. Nobody could say whether a file could really be restored, or who would do it after a fire, a theft or a ransomware attack.
Client work is time sensitive and confidential. A lost week of files would mean missed deadlines and hard conversations with clients. The firm also could not tell its insurers or clients how quickly it could recover, because it had never measured it.
Our approach
We listed every system and file share, then asked partners which ones the business cannot work without. That gave us a clear order of recovery.
We planned local copies for quick restores and a separate offsite copy that attackers cannot reach from the office network. Each system got its own schedule.
We restored real files and whole servers into a test space and wrote down what broke. We fixed those gaps and repeated the test until it worked cleanly.
We wrote a short runbook anyone on the team can follow. We now run regular restore checks and report any backup that failed or went quiet.
What we built
Fast local copies plus a protected offsite copy for every key system.
Plain step-by-step instructions, ordered by what the firm needs first.
Scheduled test restores prove the backups work before a crisis does.
The support team is told the same day if a backup fails or stops running.
What changed
The firm now knows its files can be brought back because the team has done it, not assumed it.
Everyone knows which systems return first and who is responsible for each step.
Partners can explain their recovery plan when clients and insurers ask about it.
Technology
Keep reading
Production lines stop waiting on IT
Crews hear about faults before customers do
Orders reach dispatch without re-keying
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