Preparing for Winter Weather (A Guide for Hedge Funds & Investment Firms)
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Preparing for Winter Weather (A Guide for Hedge Funds & Investment Firms)



Eze Castle Integration's presenta

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Preparing for Winter Weather (A Guide for Hedge Funds & Investment Firms) Preparing for Winter Weather (A Guide for Hedge Funds & Investment Firms) Presentation Transcript

  • Preparing for Winter Weather
  • Agenda Overview of Business Continuity Strategies – Potential Scenarios – Communication Tactics Remote Access Technologies & Instructions – Technologies & Licensing – Security Considerations – Planning & Testing Disaster Recovery
  • What Should We Expect This Winter?
  • Potential Disaster Scenarios #1: Your firm’s building is still standing but closed to tenants. #2: Your firm’s building has been damaged and/or lost power. #3: There is a regional impact to your firm’s primary office location.
  • BCP Communication Tactics & Resources Who needs to be notified? – Internal: Employees & Families – External: Investors, Prime Brokers, Administrators, Vendors, etc. How best to communicate information? – Automated messaging system – Wallet cards • Include alternate work location & instructions – Calling Tree • Who is responsible for notifying who?
  • Educating Employees on BCP Procedures Employee Information Sessions – Distribute employee recovery procedures, quick reference cards, wallet cards – Identify employee responsibilities – Overview of BCP and DR procedures Tabletop Exercises – Use scenarios to guide discussion & planning – Informal brainstorming session – Walk-through of processes & procedures
  • Remote Access Overview VPN Citrix Outlook Web Access
  • Remote Access Planning & Testing Validate successful communication to internal and external dependencies Confirm full functionality of required applications Perform all business functions Confirm access to vital records Redirect phones to home/mobile phone
  • Disaster Recovery Overview
  • Disaster Recovery Testing: FAQs Why should we test our DR system? What should we test? How often should we test? What happens if we don’t test? Will testing disrupt production?
  • Eze Castle Integration OverviewFounded 1995Headquarters BostonAdditional Chicago, Dallas, Geneva, London, Los Angeles, Minneapolis, New York, San Francisco, Singapore, and StamfordOfficesContact Us 1.800.752.1382/sales@eci.comWebsite & Blog Services • Strategic IT Consulting • Business Continuity Planning • Outsourced IT & Help Desk • Disaster Recovery • Private Cloud Services • E-Mail & IM Archiving • Professional Services • Storage Solutions • Project & Tech Management • Colocation Services • Communications Solutions • Internet Service • Network Design & Management • Voice Solutions
  • 260 Franklin Street, 12th floor Boston, MA 02110 617-217-3000