Omnicron
Business ITDifficulty: IntermediateEstimated time: 1–2 hoursUpdated

How to Create a Business Backup Strategy

Decide what to back up, how often and where, so your business can recover from ransomware, mistakes or hardware failure.

Why this matters

Backups are your last line of defence against ransomware, accidental deletion and hardware failure. A strategy goes beyond "we use the cloud" and makes sure you can actually get the business running again, quickly.

What you'll need

  • Your IT asset register
  • A list of critical data and systems
  • Your current backup arrangements

Step-by-step instructions

  1. Step 1

    Identify critical data

    List what the business needs to operate: email, files, accounting data, customer records, line-of-business databases and device configurations.

  2. Step 2

    Decide how much data you can afford to lose

    If systems failed today, could you re-enter one day of work? One hour? This sets how often backups must run.

  3. Step 3

    Decide how quickly you need to recover

    Work out how long the business can be offline. This determines the type of backup and restore process you need.

  4. Step 4

    Apply the 3-2-1 rule

    Three copies, on two types of storage, with one offsite. Include at least one copy that is offline or immutable so ransomware cannot alter it.

  5. Step 5

    Back up Microsoft 365 too

    Microsoft keeps your data available, but its recycle bins and retention are not a full backup. A third-party Microsoft 365 backup protects against long-term deletion and ransomware.

  6. Step 6

    Monitor and test

    Check backup reports for failures and test a restore at least every quarter.

  7. Step 7

    Document the restore process

    Write down where backups are, who can restore them and the order systems should come back online.

Summary

A documented, tested backup strategy turns a potential business-ending event into a manageable recovery.

Still Need Help?

Some IT problems are easier to solve with a professional. If you've followed the guide and still need help, the Omnicron team can assist.

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