INSPIRE case study
                                                                               a consulting


       Preventive IT Capacity Review
              helping our client to build preventive maintenance and disaster recovery capacity


 As    organizations grow, capacities in                              had also failed     was sent the next day; and when it was
 IT management and risk management                                    and        the      approved, BMG’s consulting team was
 tend to be left behind. When it comes                                backup      data    on the way to Northern Ontario.
 to IT, “If it ain’t broke, don’t fix it”                             was not us-
                                                                      able. With its      Originally, we had been requested to
 attitude can certainly save you a few
                                                                      system inop-        conduct an IT infrastructure audit.
 dollars now; but it is really like playing
                                                                      erative, IT staff   However, as we became more involved
 Russian roulette.        Insufficient IT
                                                                      scrambled to        in this project, the root cause became
                      Capacity and Risk
                                                                      recover data,       apparent: A lack of strategic manage-
                      Management can
                                                                      caseworkers         ment led to insufficient IT capacity to
                      caus e       ser vice
                                              were forced to perform manual docu-         keep up with growth. We are driven to
                      disruptions, if you
                                              ment entry and senior management            building our client’s
                      are lucky; worse,
                                              looked for ways to cover the cost.          capacity, to em-
                      your organization
                                              Shortly after contacting vendors, the       power our clients
 can be incapacitated for weeks or
                                              recovery cost of this disaster began to     with      key     skills
 months if mission critical data/system
                                              be glaringly apparent. Data recovery        critical     to    their
 becomes completely unusable. Such
                                              alone would cost over $50,000 and           missions.       There-
 was the situation our client faced
                                              the cost of service interruption was        fore, it was essen-
 when Barnes Management Group
                                              estimated to be well over $5,000/per        tial that we investi-
 (BMG) received a call from them one
                                              day, intangible impact notwithstand-        gate areas beyond
 morning.
                                              ing.                                        IT      infrastructure.
                                                                                          These were:
                                                                                           Existing IT infrastructure setup and
 Client Situation                             Our Involvement                                 IT systems. Potential points of
                                                                                              failures, system bottlenecks and
 Our    client, located in Northern On-       At   BMG, we aspire to create a posi-
                                                                                              limitations.
 tario and funded by Ontario Provincial                                                    IT staff’s roles, responsibilities and
                                              tive impact on society through our
 government, is a provider of child                                                           level of work load.
                                              consulting services. Driven by this
 welfare and children’s mental health         value, we have established long              System users’ usage patterns and
 services in several communities in           lasting partnerships with many not-for-         challenges they face when dealing
 Northern Ontario. In attempt to keep         profit organizations, including this            with stress from casework, traveling
 up with the demand for children’s            particular client. So when their Ex-            to case locations, adhering to Pro-
 social and mental health services in         ecutive Director called BMG that                vincial policies or using the systems
 the region, our client has now over          morning, we were sincerely regretful            in general.
 100 full time staff and the growth is        for their situation and felt truly hon-      Organizational objectives, recent
 expected to continue at a fast pace.         oured to be the one they looked to for          and anticipated growth, IT financial
                                              assistance.                                     planning process and the objectives
 Our client depends on various infor-                                                         of this audit.
 mation systems (e.g., tracking case          Right away, we assigned a project lead
 progress, HR management and etc).            with from BMG’s core team and in-
 But Risk Management and Disaster             stantly carried out a rigorous evaluation
 Prevention were not a major part of its      process to select the most fitting and
 management process. And over one             knowledgeable consultant from our
 weekend in August 2011, a server             pool of associates. Understanding the
 hosting its critical system unexpect-        urgency of the situation, a proposal
 edly went down. Critical data storage



Barnes Management Group | 1 Yonge Street, Suite 911 | Toronto | Ontario | M5E 1E5 | Canada | 416 977 3811
approval on developing much needed
                                           Results                                      plans, procedures and policies to
  Key Success Factors:                                                                  ensure service continuity .
                                           BMG      delivered beyond what was
                                                                                        Closing
   Thorough knowledge of                  asked of us, our genuine intention was
    existing IT operations                 to ensure our client has the capacity to
                                           proactively and strategically manage its     BMG     managed to successfully re-
    and needs                              IT operations to prevent disasters and       spond to our client’s urgent needs. It
   Identification of the                  to quickly recover if an unforeseen          was only possible by conducting
    client’s IT growth plan                disaster does occur. This approach           comprehensive investigation on our
                                           was instrumental to the success of the       client’s management process, IT
   Keen awareness of the
                                           report in that it provided a comprehen-      infrastructure, organizational capacity
    client’s financial                                                                  and operations.       Our consultation
                                           sive coverage of all issues surrounding
    capabilities                           IT capacity. Even with all critical data     process was engaging, friendly,
   Solutions to address                   eventually recovered, our client was         respectful and inquisitive. Further-
                                           remarkably fortunate; it could easily        more, success of this project would
    current and future                                                                  not have been possible without the
                                           have faced the worst case scenario.
    requirements                           Nevertheless, the system was out for 2       warm hospitality, cooperation and
                                           weeks and cost well-over $100,000.           dedication of our client.
                                           So once again, this case proves an
                                           age-old truth: prevention is less costly
In the end, we delivered a comprehen-      than recovery. With a strong financial
sive audit report with recommendations     impact analysis outlined in BMG’s audit
on organizational policies, operational    report, our client intends to present this
procedures and IT infrastructure set-      report to the Ministry for approval to
ups that our client would need, to         improve its IT operations and risk
ensure service continuity and prevent      management.
future disasters. We identified the root
cause to be the organizational capacity
of the IT department and suggested         Since this audit report, there is now an
actions to strategically manage that.      incredible momentum to ensure its
Not stopping there, we also planned        service continuity and to enhance IT
our recommendations in phases such         capacity in our client’s organization.
that IT staff would be coached by          Changes to current IT infrastructure in
consultants in initial phases and could    protecting critical system/data are
carry out similar tasks independently in   already in progress. Backup data
the future. With this unconventional       centre is approved to be constructed.
approach, overall implementation cost      IT recruiting efforts are now in place.
would be dramatically reduced AND it       The IT department now has a much
would be a remarkable opportunity to       more important role in senior manage-         Contact
improve IT staff’s capacity.               ment practices. For example, and
                                           most importantly, IT staff are no             Clare Bonnell
                                           longer treated as just “Computer-Fixer        Senior Associate
  Recommendations                          -Upper” but rather an integral part of        Phone: +1 416 977 3811 x105
                                           our client’s growth strategy. And the         Email:
  include:
                                           agency is waiting for the government          cbonell@barnesmanagementgroup.ca

   Service Continuity
   Organizational Capacity
   General Policies and
    Procedures
   Service Enhancement &
    Cost Saving Measures




Barnes Management Group | 1 Yonge Street, Suite 911 | Toronto | Ontario | M5E 1E5 | Canada | 416 977 3811

Preventive IT Audit Case Study

  • 1.
    INSPIRE case study a consulting Preventive IT Capacity Review helping our client to build preventive maintenance and disaster recovery capacity As organizations grow, capacities in had also failed was sent the next day; and when it was IT management and risk management and the approved, BMG’s consulting team was tend to be left behind. When it comes backup data on the way to Northern Ontario. to IT, “If it ain’t broke, don’t fix it” was not us- able. With its Originally, we had been requested to attitude can certainly save you a few system inop- conduct an IT infrastructure audit. dollars now; but it is really like playing erative, IT staff However, as we became more involved Russian roulette. Insufficient IT scrambled to in this project, the root cause became Capacity and Risk recover data, apparent: A lack of strategic manage- Management can caseworkers ment led to insufficient IT capacity to caus e ser vice were forced to perform manual docu- keep up with growth. We are driven to disruptions, if you ment entry and senior management building our client’s are lucky; worse, looked for ways to cover the cost. capacity, to em- your organization Shortly after contacting vendors, the power our clients can be incapacitated for weeks or recovery cost of this disaster began to with key skills months if mission critical data/system be glaringly apparent. Data recovery critical to their becomes completely unusable. Such alone would cost over $50,000 and missions. There- was the situation our client faced the cost of service interruption was fore, it was essen- when Barnes Management Group estimated to be well over $5,000/per tial that we investi- (BMG) received a call from them one day, intangible impact notwithstand- gate areas beyond morning. ing. IT infrastructure. These were:  Existing IT infrastructure setup and Client Situation Our Involvement IT systems. Potential points of failures, system bottlenecks and Our client, located in Northern On- At BMG, we aspire to create a posi- limitations. tario and funded by Ontario Provincial  IT staff’s roles, responsibilities and tive impact on society through our government, is a provider of child level of work load. consulting services. Driven by this welfare and children’s mental health value, we have established long  System users’ usage patterns and services in several communities in lasting partnerships with many not-for- challenges they face when dealing Northern Ontario. In attempt to keep profit organizations, including this with stress from casework, traveling up with the demand for children’s particular client. So when their Ex- to case locations, adhering to Pro- social and mental health services in ecutive Director called BMG that vincial policies or using the systems the region, our client has now over morning, we were sincerely regretful in general. 100 full time staff and the growth is for their situation and felt truly hon-  Organizational objectives, recent expected to continue at a fast pace. oured to be the one they looked to for and anticipated growth, IT financial assistance. planning process and the objectives Our client depends on various infor- of this audit. mation systems (e.g., tracking case Right away, we assigned a project lead progress, HR management and etc). with from BMG’s core team and in- But Risk Management and Disaster stantly carried out a rigorous evaluation Prevention were not a major part of its process to select the most fitting and management process. And over one knowledgeable consultant from our weekend in August 2011, a server pool of associates. Understanding the hosting its critical system unexpect- urgency of the situation, a proposal edly went down. Critical data storage Barnes Management Group | 1 Yonge Street, Suite 911 | Toronto | Ontario | M5E 1E5 | Canada | 416 977 3811
  • 2.
    approval on developingmuch needed Results plans, procedures and policies to Key Success Factors: ensure service continuity . BMG delivered beyond what was Closing  Thorough knowledge of asked of us, our genuine intention was existing IT operations to ensure our client has the capacity to proactively and strategically manage its BMG managed to successfully re- and needs IT operations to prevent disasters and spond to our client’s urgent needs. It  Identification of the to quickly recover if an unforeseen was only possible by conducting client’s IT growth plan disaster does occur. This approach comprehensive investigation on our was instrumental to the success of the client’s management process, IT  Keen awareness of the report in that it provided a comprehen- infrastructure, organizational capacity client’s financial and operations. Our consultation sive coverage of all issues surrounding capabilities IT capacity. Even with all critical data process was engaging, friendly,  Solutions to address eventually recovered, our client was respectful and inquisitive. Further- remarkably fortunate; it could easily more, success of this project would current and future not have been possible without the have faced the worst case scenario. requirements Nevertheless, the system was out for 2 warm hospitality, cooperation and weeks and cost well-over $100,000. dedication of our client. So once again, this case proves an age-old truth: prevention is less costly In the end, we delivered a comprehen- than recovery. With a strong financial sive audit report with recommendations impact analysis outlined in BMG’s audit on organizational policies, operational report, our client intends to present this procedures and IT infrastructure set- report to the Ministry for approval to ups that our client would need, to improve its IT operations and risk ensure service continuity and prevent management. future disasters. We identified the root cause to be the organizational capacity of the IT department and suggested Since this audit report, there is now an actions to strategically manage that. incredible momentum to ensure its Not stopping there, we also planned service continuity and to enhance IT our recommendations in phases such capacity in our client’s organization. that IT staff would be coached by Changes to current IT infrastructure in consultants in initial phases and could protecting critical system/data are carry out similar tasks independently in already in progress. Backup data the future. With this unconventional centre is approved to be constructed. approach, overall implementation cost IT recruiting efforts are now in place. would be dramatically reduced AND it The IT department now has a much would be a remarkable opportunity to more important role in senior manage- Contact improve IT staff’s capacity. ment practices. For example, and most importantly, IT staff are no Clare Bonnell longer treated as just “Computer-Fixer Senior Associate Recommendations -Upper” but rather an integral part of Phone: +1 416 977 3811 x105 our client’s growth strategy. And the Email: include: agency is waiting for the government cbonell@barnesmanagementgroup.ca  Service Continuity  Organizational Capacity  General Policies and Procedures  Service Enhancement & Cost Saving Measures Barnes Management Group | 1 Yonge Street, Suite 911 | Toronto | Ontario | M5E 1E5 | Canada | 416 977 3811