You’re ready to purchase a BDR. You’ve done all of the research, found a company you’re confident in and are excited to finally have peace of mind. But now you start thinking about exactly what you need to back up. Is all of your data necessary or should you salvage a little server room? All businesses want to back up everything, you never know when you’ll need it. It’s not always necessary to back up everything daily, but there are some you will want to consider.
Depending on what kind of BDR you purchased you will first need to delegate what data is stored, is not stored, and how often. Notice that there are three different kinds of backup in today’s tech world. Those are; straight to cloud services, software-based products, and a hybrid approach that combines on-site hardware and software. By segmenting the market, you can quickly assess which approach will work best. Ideally, you will want to spend money on a company that specialized in a backup. However, keep in mind that the faster the solution is and the more automated, the more expensive it will be.
Don’t feel bad if you went a little cheap in order to save money. You can still backup without automation or any third party, you will just need to remain diligent about it. If you are making sure to do a daily backup there are several business items you want to account for each day. First is credit card transactions or receipts. Your accounting software should keep an eye on this and automatically back this data up, but you can never be too sure. This also includes things like invoicing, receivables, payroll and just about anything that is financially related. All financials are incredibly important, even one lost invoice could really hurt your business.
Next, you will want to backup any client files. Anything with hackable data or items that could be compromised need to be backed up daily as well. Not only is it invaluable to keep this information safe, but it would certainly affect your client confidence if anything was lost or stolen. Finally, we must backup any project management software. Anything that your business uses to keep track of daily activities and work being done needs backup. Just like financial software, usually, project management software will also back up and recover items if lost. But once again, that’s a chance you don’t really want to take. Then, of course, it affects communications, so you don’t want to want to maintain a log of communication or “paper trail” as people day.
You want to keep all of these things intact. Not only your precious memories but also the really important stuff that your clients and customers trust from you. Keep these items in mind and you should never have to deal with business killing disaster.