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A Disaster Recovery Plan That Saved Tens of Millions


A major well-known Financial Investment Services firm faced a daunting challenge: the tape version of data backups and restores had failed daily for more than two months. Worse, no network administrators had the experience with data backups to figure out the problem—or how to fix it.

The company needed a reliable disaster recovery plan to protect their critical data. They were concerned about the technical agility of their current systems, and they wanted to be confident that if something went wrong, they could recover all of their data.


MetaExpert took on the challenge by repairing the failed data tape backups and restoring the file server issues. He upgraded the data backup and restored the software, which successfully captured more data. After his initial success with the data backup and restoration issue, he assumed responsibility of supervising all cloud backups and disaster recovery operations.

In addition to fixing the Financial Investment Services firm's immediate problems, he saw opportunities down the line to modernize the organization’s infrastructure to make it even stronger than before.

He recommended long-term infrastructure special project upgrades (servers, EMC SAN, & firewalls) as part of a two-year modernization plan to replace their older domains and network backbones with something even better.


  • Increased their data storage by 725% over five years. They can store more than 2TB of data for 100+ Windows and Citrix servers.
  • Created a new infrastructure for the company’s data storage needs, allowing them to maintain compliance with all applicable laws and regulations.
  • Protected the organization from fines and penalties that could have cost them millions of dollars in potential penalties and fees.
  • Aided the business in providing investment and growth opportunities to its customers and investment bases.
  • Provided them with a way to further invest in IT Security, IT Infrastructure, Application Testing/Development, and Cybersecurity.

Return on Investment

Tens of millions of dollars over 13-years

3 professionals working on laptop for disaster recovery

Project Details

MetaExpert skills needed: Financial Knowledge, Leadership, communication, & technical (IT) skills; an expert in IT infrastructure, disaster recovery, asset management, and vendor management.

Contract Length:

We started on a 2–3-week contract and was extended to a one-year contract, then raised to 4-years.

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