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Move Over Plans – BC Gets Real-time
January 29, 2014

www.sungardas.com
Welcome!

Bob Arnold
Moderator

How to interact today
• Go-to-Meeting Platform
• Slides available after the presentation

© 2014 SunGard. | www.sungardas.com

2
Speakers
Seema Sheth-Voss
Director Product Marketing
SunGard Availability Services

Tracey Forbes
Vice President Business Development
SunGard Availability Services

© 2014 SunGard. | www.sungardas.com

3
Overview
 BC Planning isn’t keeping up

 The “production world”: Real time and Predictive
 Shift from “planning” to modeling incidents
 Key attributes needed in plan data and BC programs
 Getting started

© 2014 SunGard. | www.sungardas.com

4
Let’s examine and challenge classic BCM Models
Start
Analyze risk and
business impact

Assess readiness and
continuity strategies
(employees, suppliers)

Plan and
execute

Your Continuity Program
Report and learn

Manage incidents and
resume business

Test and model
What-if scenarios

Finish
Even if this is reality, is it effective??

© 2014 SunGard. | www.sungardas.com

5
Does the model still work?
Poll..

How many of you have used your BC Plans "as-is" at time
of incident or disaster
• Yes. Our plans are already accurate and quite simple.
• No. Still confusion in finding correct information ATOD

© 2014 SunGard. | www.sungardas.com

6
Progress: ISO22301 calls out PDCA Model with emphasis
on monitoring, review and continual improvement

© 2014 SunGard. | www.sungardas.com

7
Reality – Our organizations are in a hyper-dynamic state
Cloud

Mobility and employee
consumption of services

What is
the plan
of
record?

Human error and
malicious acts

© 2014 SunGard. | www.sungardas.com

8
Static plans worked in different era but no longer..

We can’t be effective if we are out of synch

© 2014 SunGard. | www.sungardas.com

9
We actually know more than we give ourselves credit for..

Internal

External

© 2014 SunGard. | www.sungardas.com

10
Predictive and Proactive IT
Example: Fast Fashion
Business Environment
 Millennial generation is fickle
 Traditional cycles under attack
 Recession pressures
 Supply unpredictability
Real-time data to help IT and
business respond
 Early headlights on both demand
and supply side
 Make on the fly changes to store
merchandise, prices
 Shift SKUs, sources literally in
minute

© 2014 SunGard. | www.sungardas.com

11
Data attributes of aware and responsive systems

What is
happening

Did our
actions
work?

What is
likely?

What to
do next?

Current BC practices work okay or great

© 2014 SunGard. | www.sungardas.com

12
Let’s shift from static planning to “response modeling”

Accessible

Relevant and
Contextual

Real-time

Key attributes of Plan Data

© 2014 SunGard. | www.sungardas.com

13
Accessibility of Plan Data
 Data Sourcing and Governance

• Identify and leverage other data sources
 Engaging users, managing culture change
• Anytime, anyplace, anywhere
• Usability
• Getting buy-in
• Engaging subject matter experts, capture unique insights
Experts

Records

HRIS
Engagement
IT
Assets

© 2014 SunGard. | www.sungardas.com

ERP

14
Plan Data – Contextual and Relevant to Actual Possibilities
 Plan for what, exactly?
• Plan scope, assumptions, scenarios
• Impact of situation is what matters!
• Moving targets

 Response Modeling
• Extract the data that matters
• Slice and dice plan data on demand
• Make decisions and take actions based on real-time data

© 2014 SunGard. | www.sungardas.com

15
Develop the ‘response of the moment’ at time of incident
Consumer

Plans

Ad-hoc queries
Data extraction

Responder

Program
Managers

© 2014 SunGard. | www.sungardas.com

16
Plan Data – Real-time and Integrated
Holy grail – Situational Awareness
 Convergence of BC and Incident Management
• Update plans with real-time streams
• External sources: social media, law-enforcement, weather
• Internal sources: SF chatter feeds, IT monitoring, cyber incidents

 Situational Awareness
• Bring it all together!
• Make informed decisions
• Trigger faster responses

© 2014 SunGard. | www.sungardas.com

17
Innovations from SunGard

© 2014 SunGard. | www.sungardas.com

18
The journey is underway..
 Few are implementing all aspects – Why?
 Challenges

• Management buy-in
• Process
• Time and resources


Tooling is fragmented

© 2014 SunGard. | www.sungardas.com

19
Get started now
• Change culture and build awareness

• Demonstrate success, even little wins
• Understand and leverage your most trusted sources of data
• Establish process to find and extract the right information

• Be leader – educate your peers on real risks

© 2014 SunGard. | www.sungardas.com

20
Let’s continue the discussion
 Visit www.sungardas.com/software

 SunGard AS at DRJ SpringWorld 2014

• Innovation showcase : AssuranceCM R3.0 at Booth 611
• General Session
 Tracey Forbes speaks: Resilience in a Risky World –
April 1st, 2014 ; 9:30- 10:30 AM

© 2014 SunGard. | www.sungardas.com

21
© 2014 SunGard. | www.sungardas.com

22
Confidentiality Statement
Copyright ©2012 by SunGard Availability Services (or its subsidiaries, “SunGard”). All rights reserved. No parts of this
document may be reproduced, transmitted or stored electronically without SunGard’s prior written permission.

This document contains SunGard's confidential or proprietary information. By accepting this document, you agree
that: (A)(1) if a pre-existing contract containing disclosure and use restrictions exists between your company and
SunGard, you and your company will use this information subject to the terms of the pre-existing contract; or (2) if no
such pre-existing contract exists, you and your Company agree to protect this information and not reproduce or disclose
the information in any way; and (B) SunGard makes no warranties, express or implied, in this document, and SunGard
shall not be liable for damages of any kind arising out of use of this document
Trademark Information: SunGard and the SunGard logo are trademarks or registered trademarks of SunGard Data
Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered
trademarks of their respective holders.

© 2014 SunGard. | www.sungardas.com

23

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Move Over Plans - Business Continuity Goes Real-time

  • 1. Move Over Plans – BC Gets Real-time January 29, 2014 www.sungardas.com
  • 2. Welcome! Bob Arnold Moderator How to interact today • Go-to-Meeting Platform • Slides available after the presentation © 2014 SunGard. | www.sungardas.com 2
  • 3. Speakers Seema Sheth-Voss Director Product Marketing SunGard Availability Services Tracey Forbes Vice President Business Development SunGard Availability Services © 2014 SunGard. | www.sungardas.com 3
  • 4. Overview  BC Planning isn’t keeping up  The “production world”: Real time and Predictive  Shift from “planning” to modeling incidents  Key attributes needed in plan data and BC programs  Getting started © 2014 SunGard. | www.sungardas.com 4
  • 5. Let’s examine and challenge classic BCM Models Start Analyze risk and business impact Assess readiness and continuity strategies (employees, suppliers) Plan and execute Your Continuity Program Report and learn Manage incidents and resume business Test and model What-if scenarios Finish Even if this is reality, is it effective?? © 2014 SunGard. | www.sungardas.com 5
  • 6. Does the model still work? Poll.. How many of you have used your BC Plans "as-is" at time of incident or disaster • Yes. Our plans are already accurate and quite simple. • No. Still confusion in finding correct information ATOD © 2014 SunGard. | www.sungardas.com 6
  • 7. Progress: ISO22301 calls out PDCA Model with emphasis on monitoring, review and continual improvement © 2014 SunGard. | www.sungardas.com 7
  • 8. Reality – Our organizations are in a hyper-dynamic state Cloud Mobility and employee consumption of services What is the plan of record? Human error and malicious acts © 2014 SunGard. | www.sungardas.com 8
  • 9. Static plans worked in different era but no longer.. We can’t be effective if we are out of synch © 2014 SunGard. | www.sungardas.com 9
  • 10. We actually know more than we give ourselves credit for.. Internal External © 2014 SunGard. | www.sungardas.com 10
  • 11. Predictive and Proactive IT Example: Fast Fashion Business Environment  Millennial generation is fickle  Traditional cycles under attack  Recession pressures  Supply unpredictability Real-time data to help IT and business respond  Early headlights on both demand and supply side  Make on the fly changes to store merchandise, prices  Shift SKUs, sources literally in minute © 2014 SunGard. | www.sungardas.com 11
  • 12. Data attributes of aware and responsive systems What is happening Did our actions work? What is likely? What to do next? Current BC practices work okay or great © 2014 SunGard. | www.sungardas.com 12
  • 13. Let’s shift from static planning to “response modeling” Accessible Relevant and Contextual Real-time Key attributes of Plan Data © 2014 SunGard. | www.sungardas.com 13
  • 14. Accessibility of Plan Data  Data Sourcing and Governance • Identify and leverage other data sources  Engaging users, managing culture change • Anytime, anyplace, anywhere • Usability • Getting buy-in • Engaging subject matter experts, capture unique insights Experts Records HRIS Engagement IT Assets © 2014 SunGard. | www.sungardas.com ERP 14
  • 15. Plan Data – Contextual and Relevant to Actual Possibilities  Plan for what, exactly? • Plan scope, assumptions, scenarios • Impact of situation is what matters! • Moving targets  Response Modeling • Extract the data that matters • Slice and dice plan data on demand • Make decisions and take actions based on real-time data © 2014 SunGard. | www.sungardas.com 15
  • 16. Develop the ‘response of the moment’ at time of incident Consumer Plans Ad-hoc queries Data extraction Responder Program Managers © 2014 SunGard. | www.sungardas.com 16
  • 17. Plan Data – Real-time and Integrated Holy grail – Situational Awareness  Convergence of BC and Incident Management • Update plans with real-time streams • External sources: social media, law-enforcement, weather • Internal sources: SF chatter feeds, IT monitoring, cyber incidents  Situational Awareness • Bring it all together! • Make informed decisions • Trigger faster responses © 2014 SunGard. | www.sungardas.com 17
  • 18. Innovations from SunGard © 2014 SunGard. | www.sungardas.com 18
  • 19. The journey is underway..  Few are implementing all aspects – Why?  Challenges • Management buy-in • Process • Time and resources  Tooling is fragmented © 2014 SunGard. | www.sungardas.com 19
  • 20. Get started now • Change culture and build awareness • Demonstrate success, even little wins • Understand and leverage your most trusted sources of data • Establish process to find and extract the right information • Be leader – educate your peers on real risks © 2014 SunGard. | www.sungardas.com 20
  • 21. Let’s continue the discussion  Visit www.sungardas.com/software  SunGard AS at DRJ SpringWorld 2014 • Innovation showcase : AssuranceCM R3.0 at Booth 611 • General Session  Tracey Forbes speaks: Resilience in a Risky World – April 1st, 2014 ; 9:30- 10:30 AM © 2014 SunGard. | www.sungardas.com 21
  • 22. © 2014 SunGard. | www.sungardas.com 22
  • 23. Confidentiality Statement Copyright ©2012 by SunGard Availability Services (or its subsidiaries, “SunGard”). All rights reserved. No parts of this document may be reproduced, transmitted or stored electronically without SunGard’s prior written permission. This document contains SunGard's confidential or proprietary information. By accepting this document, you agree that: (A)(1) if a pre-existing contract containing disclosure and use restrictions exists between your company and SunGard, you and your company will use this information subject to the terms of the pre-existing contract; or (2) if no such pre-existing contract exists, you and your Company agree to protect this information and not reproduce or disclose the information in any way; and (B) SunGard makes no warranties, express or implied, in this document, and SunGard shall not be liable for damages of any kind arising out of use of this document Trademark Information: SunGard and the SunGard logo are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. © 2014 SunGard. | www.sungardas.com 23