Case Study

Enable Regular & Routine Failover Processes



Fortune 50 Financial Services Institution


Business Continuity, Technical Resiliency, Program Management, Change Management

Project Overview

Impacted by a new external regulatory requirement, the Client had one year to conduct a failover of mission critical applications to an alternate site, conduct production operations there for at least five business days, and failback the same applications to their primary location. Reference Point deployed a balanced team with domain expertise and largescale technology program management experience to help the Client craft the test plan, enhance foundational technology infrastructure and resiliency capabilities, and deploy an agile execution model to meet the regulatory requirement and achieve lower geographical risk.


  • Reference Point deployed a team to map current state operations, identify operational risks, determine root cause drivers, and develop a mitigation plan.
  • The team built and implemented standardized test criteria, objectives, and controls, providing the Client with the capabilities to repeat failover testing across other critical processes.
  • Test cases and results were validated to support successful failover & failback testing, meet external regulator requirements, and improve overall business resiliency.
  • Divisional change management processes were established for the business and the business technology office to promote clear traceability and transparency of change through time.


  • Identified several additional projects to leverage the failover and failback testing criteria and agile remediation approach across the enterprise.
  • Generated efficiency gains from using defined best practices and lessons learned to identify operational risks and effectively manage and mitigate these risks.
  • Implemented standard artifacts, frameworks, and policies, to enable regular and routine failover processes going forward, increasing overall business resiliency.
  • As an outcome of the project, the client has targeted a plan for geo-distribution and automation to reduce geographical risk.

End-to-End Services, Working Together.

Strategy. Risk. Data. Technology. Reference Point evaluates critical elements all together to build cohesive, lasting value for financial services clients.

See Services See More Cases