The Test of a True Team: From a Disaster Recovery Plan

A leading global private Equity Firm spun off as a Registered Investment Adviser under the Advisers Act of 1940. Upon this major milestone, the Securities and Exchange Commission (SEC) viewed disaster recovery and business continuity as essential components of compliance and risk management. As a result, this major Equity Firm needed to quickly develop a disaster recovery and business continuity plan, which included an offsite facility where they could resume operations in the case of an unplanned outage. This firm turned to Blue Hill Data Services/CAPS for the service, capabilities and accommodations required to keep this leading organization operating during times of crisis.

Years later, as the number of employees at this Equity Firm grew substantially, the CFO realized that their disaster recovery and business continuity plan needed to expand as well. With the current plan in place, the company would be taking on too much risk in the event of an outage. To accommodate their ever-growing needs, this company once again turned to the team at Blue Hill/CAPS, described by this CFO as a “trusted business partner in our organization.” Blue Hill/CAPS worked closely with the company to establish a more intricate disaster recovery and business continuity plan, which included additional space for employees and many more provisions in their facility.

The clients of Blue Hill/CAPS have become increasingly interested in business continuity and disaster recovery, relying on the redundant infrastructure and on the functionality necessary to run their businesses in the event of an outage. Blue Hill/CAPS takes pride in building strong relationships with their customers and building trust.

Challenge(s)

• Growing number of employees and transactions
• Presented too much risk if there were an IT disaster or natural disaster.
• Needed an updated service package for Disaster recovery services.

Solution

• Delivered Disaster Recovery and Business Continuity services.
• Provided a dedicated account manager.
• Provided redundant, secure, and reliable solutions to the client.

Throughout the course of their partnership, this leading Equity Firm realized that they developed a trusted and valuable relationship with the team at Blue Hill/CAPS. Blue Hill/CAPS continues to provide this firm with personalized service and flexibility and is very proactive in cultivating a lasting relationship with them.

We have all dealt with service providers that drag their feet, don’t take the time to understand or don’t appreciate the urgency of the request,” said this CFO. “Blue Hill/CAPS understands what we need, responds quickly, and makes sure we are happy with it. They are very collaborative, in terms of thinking through situations in how we can make this process even better. They also give us flexibility for testing since this is very important to us. Little things like that add up over time in building our relationship.” The CFO continued, “This personalized service really does matter.