Global Financial Services Organisation

Disaster Recovery Failover Process Automation and Orchestration.



The client had engaged in a DR assessment with PTS. One key element of the go-forward plan was the need to apply A&O capabilities to the current manual DR runbook processes. This was needed to cut the overall cumulative recovery time in the event of a disaster. The first challenge was to select the best A&O tool for the bank and then to work with the selected vendor on implementation planning.


PTS worked with the client to produce a comprehensive Proof-of-Concept (PoC) for multiple A&O software vendors. The PoC brought a team of client SME’s together, created requirements documents, managed the vendor workstreams, created a rating algorithm, and wrote all the evaluation documents. The team used the process to select a product and vendor. PTS then worked with the client to onboard the vendor with the correct technical discovery details for this very complex project. The client was able to select an A&O vendor with the assurance that proper due diligence had been followed. The A&O project thus became the first major effort to begin execution under the banks’ broader DR initiatives.


  • The bank was able to show proper due diligence in the selection of A&O software and vendor
  • The bank gained a clear understanding of its technical issues and roadmap items with the vendor that still need to be resolved
  • The bank was able to move forward with the execution phase of this critical piece of their broader DR initiative
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