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Guide: Designing an Effective DRP/BCP Step by Step

Auteur n°16 – Martin

By Martin Moraz
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The implementation of a Disaster Recovery Plan (DRP) and a Business Continuity Plan (BCP) is a major priority for organizations whose IT underpins their value creation. An uncontrolled outage can cause immediate financial losses, damage customer relationships, and weaken reputation. Yet building a solid DRP/BCP requires combining technical expertise, an understanding of business processes, and anticipation of crisis scenarios. This guide details, step by step, the approach to design a resilience strategy tailored to each context, while highlighting key points of vigilance at each phase. By following these recommendations, you will have a methodological foundation to build a robust and scalable solution.

Understanding DRP and BCP: Definitions and Stakes

The DRP outlines the actions to take after an incident to restore your critical services. The BCP, meanwhile, aims to maintain essential operations continuously during and after a crisis.

What Is a Disaster Recovery Plan (DRP)?

The Disaster Recovery Plan (DRP) focuses on the rapid restoration of systems and data after a major outage or disaster. It defines the technical procedures, responsibilities, and tools needed to resume operations within a predetermined timeframe.

In its most complete form, a DRP covers backup processes, failover to standby infrastructure, and restoration verification. This roadmap often specifies, by scenario, the recovery steps from activation to restoration validation.

Beyond simple restoration, the DRP must ensure the security of restored data to prevent corruption or alteration during production resumption.

What Is a Business Continuity Plan (BCP)?

The BCP complements the DRP by focusing on the continuity of business processes even when primary systems are unavailable. It incorporates workarounds to guarantee a minimum service level, often called the “continuity threshold.”

These may include external services (recovery centers or cloud providers), temporary manual procedures, or alternative applications. The goal is to ensure that priority activities are never completely interrupted.

The BCP also defines operational responsibilities and communication channels during a crisis, to coordinate IT teams, business units, and senior management.

Why These Plans Are Crucial for Companies

In an environment where digital service delivery often drives significant revenue, every minute of downtime translates into direct financial impact and growing customer dissatisfaction.

Regulatory requirements—particularly in financial services and healthcare—also mandate formal mechanisms to ensure critical systems’ continuity and resilience.

Beyond compliance, these plans strengthen organizational resilience, limit operational risks, and demonstrate a proactive stance toward potential crises.

Example: A training center had planned a DRP relying solely on off-site backups without testing restorations. When an electrical failure struck, restoration took over 48 hours, causing critical delivery delays and contractual penalties. They reached out to us, and a full BCP overhaul—including a virtual recovery site and automated failover procedures—reduced the RTO to under two hours.

The Challenges of Implementing a DRP/BCP

Adapting a DRP/BCP to a complex hybrid architecture requires precise mapping of interdependencies between systems and applications. Regulatory and business requirements add further complexity.

Modern IT environments often span data centers, public cloud, and on-premises solutions. Each component has distinct recovery characteristics, making the technical dimension particularly demanding.

A high-level diagram is not enough: it’s essential to delve into data flows, interconnections, and security mechanisms to ensure plan consistency.

This technical complexity must be paired with a deep understanding of business processes in order to prioritize recovery in line with operational and financial stakes.

Complexity of Hybrid Architectures

Organizations combining internal data centers, cloud environments, and microservices must manage availability SLAs that vary widely. Replication and redundancy mechanisms differ depending on the hypervisor, cloud provider, or network topology.

Implementing a DRP requires a detailed vulnerability analysis: Which links are critical? Where should failover points be located? How can data consistency be guaranteed across systems?

Technical choices—such as cross-region replication or multi-zone clusters—must align with each application’s unique recovery requirements.

Regulatory and Business Constraints

Standards like ISO 22301, along with sector-specific regulations (Basel III for banking, cantonal directives for healthcare), often require periodic testing and proof of compliance. Associated documentation must remain up-to-date and comprehensive.

Highly regulated industries demand granular RTO/RPO definitions and restoration traceability to demonstrate the ability to resume operations within mandated timeframes.

These business requirements integrate with operational priorities: tolerated downtime, critical data volumes, and expected service levels.

Stakeholder Coordination

A DRP/BCP’s effectiveness depends on alignment among IT, business teams, operations, and executive management. Project governance should be clearly defined, with a multidisciplinary steering committee.

Every role—from the backup administrator to the business lead ensuring process continuity—must understand their responsibilities during an incident.

Internal and external communications—to clients and suppliers—are integral to the plan to avoid misunderstandings and maintain coherent crisis management.

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Key Steps to Plan and Prepare Your DRP/BCP

The design phase relies on a precise risk assessment, an inventory of critical assets, and the definition of recovery objectives. These foundations ensure a tailored plan.

The first step is identifying potential threats: hardware failures, cyberattacks, natural disasters, human error, or third-party service disruptions. Each scenario must be evaluated for likelihood and impact.

From this mapping, priorities are set based on business processes, distinguishing indispensable services from those whose recovery can wait.

This risk analysis enables the establishment of quantitative targets: RTO (Recovery Time Objective) and RPO (Recovery Point Objective), which will drive backup and replication strategy.

Risk and Impact Assessment

The initial assessment requires gathering data on past incidents, observed downtime, and each application’s criticality. Interviews with business stakeholders enrich the analysis with tangible feedback.

Identified risks are scored by occurrence probability and financial or operational impact. This scoring focuses efforts on the most critical vulnerabilities.

The resulting diagnosis also provides clarity on system dependencies, essential for conducting restoration tests without major surprises.

Inventory of Critical Assets

Cataloging all servers, databases, third-party applications, and cloud services covered by the plan is a methodical task that typically uses a CMDB tool or dedicated registry. Each asset is tagged with its criticality level.

It’s also necessary to specify data volumes, update frequency, and information sensitivity, particularly for personal or strategic data.

This asset repository directly informs redundancy architecture choices and restoration procedures: incremental backup, snapshot, synchronous or asynchronous replication.

Defining Target RTO and RPO

RTOs set the maximum acceptable downtime for each service. RPOs define the maximum age of restored data. Each RTO/RPO pairing determines the technical approach: daily backups, daily + continuous backups, or real-time replication.

Setting these objectives involves balancing cost, technical complexity, and business requirements. The tighter the RTO and RPO targets, the more sophisticated the recovery infrastructure and backup mechanisms must be.

A clear priority ranking helps allocate budget and resources, focusing first on the highest impacts to revenue and reputation.

Example: A Swiss retailer defined a 15-minute RPO for its online payment services and a two-hour RTO. This led to synchronous replication to a secondary data center, complemented by an automated failover process tested quarterly.

Deploying, Testing, and Maintaining Your DRP/BCP

The technical rollout integrates backups, redundancy, and automation. Frequent tests and ongoing monitoring ensure the plan’s effectiveness.

After selecting suitable backup and replication solutions, installation and configuration must follow security and modularity best practices. The goal is to evolve the system without a complete rebuild.

Failover (switch-over) and failback (return-to-production) procedures should be automated as much as possible to minimize human error.

Finally, technical documentation must remain up to date and easily accessible for operations and support teams.

Technical Implementation of Backups and Redundancy

Tool selection—whether open-source solutions like Bacula or native cloud services—should align with RTO/RPO targets while avoiding excessive costs or vendor lock-in.

Next, install backup agents or configure replication pipelines, accounting for network constraints, encryption, and secure storage.

A modular design allows replacing one component (e.g., object storage) without redesigning the entire recovery scheme.

Regular Testing and Simulation Exercises

Crisis simulations—including data center outages or database corruption—are scheduled regularly. The goal is to validate procedures and team coordination.

Each exercise ends with a formal report detailing gaps and corrective actions. These lessons feed the plan’s continuous improvement.

Tests also cover backup restoration and data integrity verification to avoid unwelcome surprises during a real incident.

Monitoring and Plan Updates

Key metrics (backup success rates, failover times, replication status) should be monitored automatically. Proactive alerts enable rapid correction of issues before they threaten the DRP/BCP.

An annual plan review, combined with updates to risk and asset registries, ensures the solution stays aligned with infrastructure changes and business requirements.

Maintaining the plan also involves ongoing team training and integrating new technologies to enhance performance and security.

Turn Your IT Infrastructure into a Sustainable Advantage

A well-designed DRP/BCP rests on rigorous risk analysis, accurate critical-asset mapping, and clear RTO/RPO objectives. Technical implementation, regular testing, and automated monitoring guarantee plan robustness.

Every organization has a unique context—business needs, regulatory constraints, existing architectures. It’s this contextualization that separates a theoretical plan from a truly operational strategy.

At Edana, our experts partner with you to adapt this approach to your environment, craft an evolving solution, and ensure your operations continue under any circumstances.

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By Martin

Enterprise Architect

PUBLISHED BY

Martin Moraz

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Martin is a senior enterprise architect. He designs robust and scalable technology architectures for your business software, SaaS products, mobile applications, websites, and digital ecosystems. With expertise in IT strategy and system integration, he ensures technical coherence aligned with your business goals.

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