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Security & Control

Plan how work resumes when something goes wrong.

Recovery matters when a record is lost, a change goes wrong or a service becomes unavailable. Pixie CRM's backup and recovery offering concerns operational visibility and the processes around restoring service. The details need to match the hosting arrangement and the value of the information being protected.

Define what recovery needs to achieve

Identify the customer, commercial and operational records your team relies on. Agree who owns the recovery process, what information is included and how long recovery points are retained. Clarify the acceptable interruption and potential data gap with the service provider. Those expectations should be documented for the actual deployment rather than inferred from the presence of a backup-status screen.

Treat a restore as a controlled change

A successful backup job is useful evidence, but the recovery procedure also needs validation. Decide how an authorised restore is requested, checked and communicated, including the effect on records changed after the recovery point. Protect access to backup material and avoid unnecessary copies of customer information. Any recovery test or production restoration should have a defined scope and owner. Record the checks needed before staff resume work, including any records or connected services that need reconciliation.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Does a backup indicator guarantee that every record can be restored?

No. Confirm the content, retention, access and tested recovery procedure for the hosting arrangement. A status indicator alone does not establish a complete recovery outcome.

Can we choose recovery requirements for our business?

Discuss the records, dependencies and interruption your operation can tolerate during discovery. Availability and recovery commitments must be confirmed in the relevant service agreement.

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

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