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Meetup #35: SMB Disaster Planning -
What's Realistic?
www.siliconhalton.com
linkedin/siliconhalton
@siliconhalton
• Welcome
         • Announcements

Agenda   • Keynote:
             SMB Disaster Planning
             Presentation + Panel Q&A
         • G2KYM
           – Open. You?
         • Open Floor
Show of Hands
Announcements
Silicon Halton & HalTech Demo Night
• Held Aug 22/12 in Milton
• Demo’s from 6 companies
• Need volunteer to run for 1-year. You?
•   Professionally Developed Silicon Halton promo
•   Produced my member @ClickRyan
•   http://vimeo.com/45332409
•   Sponsor a promo video?
Technology Shared Office Space
•   555 Industrial Drive, Milton
•   14,000 sqft ground floor space
•   Shared boardrooms, meeting rooms, kitchen, more..
•   Jan 2013 Occupancy
•   $5B company previously started here
•   Contact Rick Stomphorst
•   Aug blog: http://bit.ly/MH02K2
• Related, “Find a workspace”: bit.ly/Ig8ieB
AngleOne 12-month report
SMB Disaster Planning
Incident Management

  • Situational Awareness and Performance
Our Assets
Plans to Protect
Incident Management Structure
                   Situational Awareness


Executives



Managers




Supervisor/Staff




                                           13
Designated Worriers

                      Incident / Big picture




                                          14
Incident Level Communication




Critical – Fatality                Activation – Action required
Major – EMS                        Notification – FYI, no action required
Minor – Treat and return to work   All Clear – Incident resolved


                                                                            15
IMS Response

Stage Three Incident
    Executives




Stage Two Incident
    Mangers




Stage One Incident
    Supervisors/ staff

                          16
Job Action Sheets (JAS)

Emergency Code
Responder Level and Stage

Phase 1

Phase 2

Phase 3


Phase 4
Contact Lists
Required Documents

                                    17
Performance
 Situational Awareness
 Competence
 Confidence




       Scott Ashley
       www.get-ready.ca
       scott.ashley@get-ready.ca
Emergency Continuum

 Inconvenience   Problem   Emergency   Crisis   Disaster   Cataclysm




• Degree of impact on
     –   Organization
     –   Staff
     –   Community
     –   Government
     –   Infrastructure




                               19
Business Continuity
• Controlled degradation
   – Like a body going into shock
• What functions are really critical?
   – You may be surprised
   – Criticality is tied to how long the function is not available
• Reallocate resources, build-in redundancy




                            20
Mitigate & Prepare

• Reality check:
   – People will forget to prepare
   – Readiness processes will fade away
   – Plans won’t be tested and will get obsolete
• Best hope:
   –   Leverage existing processes
   –   Get your information close to the source
   –   Use “emergency” processes routinely
   –   Create a 1-page Emergency Plan




                             21
Pandemic Planning Extras
• Planning assumptions
   – 15% to 35% of workforce is affected
   – First 8 weeks are bad, then it really hits you
   – Ubiquitous: you’re on your own
• Well defined phases to pace response
• Ethical & business considerations
   – e.g. pay for antivirals? for whole family?
• Pandemic fatigue




                           22
Typical ICS/IMS Organization




• MaHIM




             23
PINpoint
  automatically
 generates and
  distributes a
Mobile Emergency
     Manual




    Carlos Paz-Soldan,
    Tenet ComputerGroup Inc.
    @Tenet_com
Silicon Halton
                                                               Meetup #35 – SMB
                                                               Business Disaster
                                                                   Planning


© 2012 Modular Data Protection Services Inc. All rights reserved. Confidential.
What is realistic preparation for
Small & Medium businesses?
What Other Threats is Your Business
 Exposed to?
Meth lab building remains closed to workers –   Three killed in Via Rail train derailment in
Mississauga News 05/05/2008                     Burlington, Ont. – National Post 02/26/2012




 Starting over after a cyberattack shuts down
 the business –The New York Times –
 08/29/2012
Business Risk Impact Assessment

 Consider Rationally & Honestly:
 • Business (AR/AP, Access to clients, Staff, & Suppliers)

 • Corporate & Professional Reputation (Internal/External)

 • Intellectual Property and Intangible Assets (Loss of
    Competitive Advantage)

 • Personal Investment (Retirement, Succession Planning)


 Determine which risks you can control and mitigate and those you
 cannot!
Drive ROI from Your Readiness Plan


 • Leverage to Drive New Business , Competitive Advantage &
   Enhanced Reputation

 • Share Your Plan with Insurance Providers, Lenders, and Potential
   Shareholders for Improved Terms and Market Access

 • Cloud Technologies Presents a Unique SWOT

 • Improve Operational Understanding & Efficiency - Best Practices

 • Embrace New Technologies but Extend Your Preparations Beyond
   the Server Room
What Choices Do You Have To Get
Ready?

You   can   find templates on the Internet   $0 to $1,000
You   can   buy a software package           Starting at $30,000
You   can   hire someone                     Starting at $100,000/year
You   can   hire expensive consultants       Starting at $50,000




                                                                   30
About Modular DPS

Who We Partner With?


   Modular DPS has carefully chosen to work with industry leading organizations
   who bring innovative and dynamic services and solutions to market.

   The ReadySmith Advisers Limited. organization has been a long standing
   partnership spanning more than 6 years and several organizations. They bring
   unparalleled capabilities and experience to address this critical business
   planning requirement.




                                                                                  31
 Email: danny.deganis@modulardps.com

 Skype: danny.deganis1

 Office: (905) 813-7777

 Check out our web site at www.modulardps.com




                           Thank You

                                                 32
Scott Ashley, BCP/EM practitioner at Get Ready Emergency
Training Inc. Twenty-five years experience in emergency
management in Canada & US.
get-ready.ca

Carlos Paz-Soldan, Founder & CEO at Tenet ComputerGroup Inc.
Emergency Planning , BCP and DR planning
@Tenet_com


Danny Deganis, Co-founder & COO at Modular Data Protection
Services Inc. Enables organizations to Plug in Cloud Services.
modulardps.com


Mauro Lollo, is a recognized technology business leader and
technical futurist. Former cofounder and CTO of Unis Lumin.
@maurolollo

Sylvain Rollin – President, ERMS Corporation
Provider of a comprehensive and enterprise-class emergency and
incident mass notification system.
@ERMSCorporation
G2KYM
Meetup 30

Javelin Reality


http://www.youtube.com/watch?v=h_fKj7Lyx4o




                                             Meetup 31

                                             Events on Hand

                                             http://www.youtube.com/watch?v=v5K3BYvPZqE




Meetup 32

ERMScorporation.com

http://www.youtube.com/watch?v=cqa0C1Yxues
Mark Your Calendars
Next Meetup – Oct 9

                    Windows 8

Bit.ly/shmeetup36
November Meetup – Nov 13

                    Pitch Night
                       with
              Preceding HalTech
            Pitch Camp Workshops
                   in October

Bit.ly/shmeetup37
Open Floor

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Silicon Halton Meetup #35 Slide Deck

  • 1. Meetup #35: SMB Disaster Planning - What's Realistic? www.siliconhalton.com linkedin/siliconhalton @siliconhalton
  • 2. • Welcome • Announcements Agenda • Keynote: SMB Disaster Planning Presentation + Panel Q&A • G2KYM – Open. You? • Open Floor
  • 5. Silicon Halton & HalTech Demo Night • Held Aug 22/12 in Milton • Demo’s from 6 companies • Need volunteer to run for 1-year. You?
  • 6. Professionally Developed Silicon Halton promo • Produced my member @ClickRyan • http://vimeo.com/45332409 • Sponsor a promo video?
  • 7. Technology Shared Office Space • 555 Industrial Drive, Milton • 14,000 sqft ground floor space • Shared boardrooms, meeting rooms, kitchen, more.. • Jan 2013 Occupancy • $5B company previously started here • Contact Rick Stomphorst • Aug blog: http://bit.ly/MH02K2 • Related, “Find a workspace”: bit.ly/Ig8ieB
  • 10. Incident Management • Situational Awareness and Performance
  • 13. Incident Management Structure Situational Awareness Executives Managers Supervisor/Staff 13
  • 14. Designated Worriers Incident / Big picture 14
  • 15. Incident Level Communication Critical – Fatality Activation – Action required Major – EMS Notification – FYI, no action required Minor – Treat and return to work All Clear – Incident resolved 15
  • 16. IMS Response Stage Three Incident  Executives Stage Two Incident  Mangers Stage One Incident  Supervisors/ staff 16
  • 17. Job Action Sheets (JAS) Emergency Code Responder Level and Stage Phase 1 Phase 2 Phase 3 Phase 4 Contact Lists Required Documents 17
  • 18. Performance  Situational Awareness  Competence  Confidence Scott Ashley www.get-ready.ca scott.ashley@get-ready.ca
  • 19. Emergency Continuum Inconvenience Problem Emergency Crisis Disaster Cataclysm • Degree of impact on – Organization – Staff – Community – Government – Infrastructure 19
  • 20. Business Continuity • Controlled degradation – Like a body going into shock • What functions are really critical? – You may be surprised – Criticality is tied to how long the function is not available • Reallocate resources, build-in redundancy 20
  • 21. Mitigate & Prepare • Reality check: – People will forget to prepare – Readiness processes will fade away – Plans won’t be tested and will get obsolete • Best hope: – Leverage existing processes – Get your information close to the source – Use “emergency” processes routinely – Create a 1-page Emergency Plan 21
  • 22. Pandemic Planning Extras • Planning assumptions – 15% to 35% of workforce is affected – First 8 weeks are bad, then it really hits you – Ubiquitous: you’re on your own • Well defined phases to pace response • Ethical & business considerations – e.g. pay for antivirals? for whole family? • Pandemic fatigue 22
  • 24. PINpoint automatically generates and distributes a Mobile Emergency Manual Carlos Paz-Soldan, Tenet ComputerGroup Inc. @Tenet_com
  • 25. Silicon Halton Meetup #35 – SMB Business Disaster Planning © 2012 Modular Data Protection Services Inc. All rights reserved. Confidential.
  • 26. What is realistic preparation for Small & Medium businesses?
  • 27. What Other Threats is Your Business Exposed to? Meth lab building remains closed to workers – Three killed in Via Rail train derailment in Mississauga News 05/05/2008 Burlington, Ont. – National Post 02/26/2012 Starting over after a cyberattack shuts down the business –The New York Times – 08/29/2012
  • 28. Business Risk Impact Assessment Consider Rationally & Honestly: • Business (AR/AP, Access to clients, Staff, & Suppliers) • Corporate & Professional Reputation (Internal/External) • Intellectual Property and Intangible Assets (Loss of Competitive Advantage) • Personal Investment (Retirement, Succession Planning) Determine which risks you can control and mitigate and those you cannot!
  • 29. Drive ROI from Your Readiness Plan • Leverage to Drive New Business , Competitive Advantage & Enhanced Reputation • Share Your Plan with Insurance Providers, Lenders, and Potential Shareholders for Improved Terms and Market Access • Cloud Technologies Presents a Unique SWOT • Improve Operational Understanding & Efficiency - Best Practices • Embrace New Technologies but Extend Your Preparations Beyond the Server Room
  • 30. What Choices Do You Have To Get Ready? You can find templates on the Internet $0 to $1,000 You can buy a software package Starting at $30,000 You can hire someone Starting at $100,000/year You can hire expensive consultants Starting at $50,000 30
  • 31. About Modular DPS Who We Partner With? Modular DPS has carefully chosen to work with industry leading organizations who bring innovative and dynamic services and solutions to market. The ReadySmith Advisers Limited. organization has been a long standing partnership spanning more than 6 years and several organizations. They bring unparalleled capabilities and experience to address this critical business planning requirement. 31
  • 32.  Email: danny.deganis@modulardps.com  Skype: danny.deganis1  Office: (905) 813-7777  Check out our web site at www.modulardps.com Thank You 32
  • 33. Scott Ashley, BCP/EM practitioner at Get Ready Emergency Training Inc. Twenty-five years experience in emergency management in Canada & US. get-ready.ca Carlos Paz-Soldan, Founder & CEO at Tenet ComputerGroup Inc. Emergency Planning , BCP and DR planning @Tenet_com Danny Deganis, Co-founder & COO at Modular Data Protection Services Inc. Enables organizations to Plug in Cloud Services. modulardps.com Mauro Lollo, is a recognized technology business leader and technical futurist. Former cofounder and CTO of Unis Lumin. @maurolollo Sylvain Rollin – President, ERMS Corporation Provider of a comprehensive and enterprise-class emergency and incident mass notification system. @ERMSCorporation
  • 34. G2KYM
  • 35. Meetup 30 Javelin Reality http://www.youtube.com/watch?v=h_fKj7Lyx4o Meetup 31 Events on Hand http://www.youtube.com/watch?v=v5K3BYvPZqE Meetup 32 ERMScorporation.com http://www.youtube.com/watch?v=cqa0C1Yxues
  • 37. Next Meetup – Oct 9 Windows 8 Bit.ly/shmeetup36
  • 38. November Meetup – Nov 13 Pitch Night with Preceding HalTech Pitch Camp Workshops in October Bit.ly/shmeetup37

Editor's Notes

  1. Point people to blog to hear full story.
  2. Our most important assets are our People, Business and Data.
  3. To Protect our People we have an ERP, BCP for Business and DRP for Data.
  4. This structure has three levels Tactical , Operational and Strategic. The Tactical level is yellow and represents the tactical level or front line response teams and include the emergency response teams, business recovery teams and disaster or data recovery teams. These groups manage all the Stage One incidents.The Operational or Orange level represents the Incident Management Team that will oversee and direct all stage two and three incidents.The Strategic is red and represents our strategic or executive level. The executive team will assist in some key decisions in terms of approvals on spending, operational issues as required and communications with internal and external groups.
  5. I always like to put in this slide known as the designated worrier slide. This is to point to the person who is responsible for worrying about the fact that these issues are getting handled in a timely and effective manner. When we have an incident it is our tactical level teams that spend 90% of their time worrying about how manage or clean-up the incident and 10% on maintainingoperations. The incident Management team spends 50% of their time worrying about the incident and the other half worrying about restoring and maintaining operations. The Executive team knows the incident is being managed and therefore spends 90% of their time thinking about is how to meeting operations, reputation, communications and how these may impact the organization.
  6. Once the incident stage level has been determined, switchboard will then know what teams or individuals will need to be activated and who needs to be notified. An activation is an alert to someone who is going to participate directly in the event.A notification is really just FYI and someone who needs to be aware of the incident but not have any direct participation or actions. You can see on this scale a stage one incident with activate the ERT and only notify the IMT. At stage two both the ERT in the IMT of the would be activated in the executive on-call would be notified. For a stage three incident, all levels of our incident management structure would be to activated.
  7. This structure has three levels Tactical , Operational and Strategic. The Tactical level is yellow and represents the tactical level or front line response teams and include the emergency response teams, business recovery teams and disaster or data recovery teams. These groups manage all the Stage One incidents.The Operational or Orange level represents the Incident Management Team that will oversee and direct all stage two and three incidents.The Strategic is red and represents our strategic or executive level. The executive team will assist in some key decisions in terms of approvals on spending, operational issues as required and communications with internal and external groups.
  8. Decision #1 :determine your “level of paranoia”, i.e. how much can you really afford to worry about and prepare for.
  9. Decision #2: decide what really matters
  10. Regardless of organization size, what’s urgent takes precedence over what’s important.Preparedness has to be built-into routine processes, or it will be forgotten until September 12.
  11. Influenza ‘A’ Pandemics are to humans what fires are to forests: just a part of life.
  12. Large organizations and emergency responders can afford to have sophisticated Incident Management processes.
  13. Tenet’s mobile app
  14. Source: Data Leakage Worldwide: Common Risks and MistakesEmployeesMake - Cisco 2008• Unauthorized application use: 70 percent of IT professionals believe the use of unauthorized programs resulted in as many as half of their companies' data loss incidents.• Misuse of corporate computers: 44 percent of employees share work devices with others without supervision.• Unauthorized physical and network access: 39 percent of IT professionals said they have dealt with an employee accessing unauthorized parts of a company's network or facility.• Remote worker security: 46 percent of employees admitted to transferring files between work and personal computers when working from home.• Misuse of passwords: 18 percent of employees share passwords with co-workers. That rate jumps to 25 percent in China, India, and ItalyHttp://boss.blogs.nytimes.com/2012/08/29/starting-over-after-a-cyberattack-shuts-down-the-business/Train Derailments: http://news.nationalpost.com/2012/02/26/burlington-train-derailed/Meth Labs: http://www.mississauga.com/article/17484 http://www.rkiinstruments.com/pages/application_briefs/Methamphetamine_Laboratories_Gas_Detection.htmData leakage: http://www.cisco.com/en/US/solutions/collateral/ns170/ns896/ns895/white_paper_c11-499060.html http://humanresources.about.com/od/whenemploymentends/a/end_employment.htm
  15. What are the risks to your critical business processes and procedures? What would happen in you could not access your clients, issues invoices, pay employees and suppliers. How long would they wait while you figured things out? What is your process to resume communications & coordinate notifications and recovery procedures?What if an ex-employee accessed one or more of your social media accounts and posted obscene or embarrassing information about you or your company? Do you have an employee exit policy and checklist in place to protect your critical communication and social media properties, client and staff lists? Are you subject to government or industry governance & compliance requirements? What are the penalties and publicity risks associated with non compliance?Do you have just in time inventory or response sensitive SLA’s in place with any of your customer’s and clients?You’ve invested time, money, heart & soul into building your business. If your business is generating a 6 figure income for you, is it not worth investing in the protection of that income and asset stream?How much you spend on promotional items, gift baskets, and staff events relative to the ongoing resiliency of your business?
  16. Panelists