Identify critical servers, file shares, databases, applications, Microsoft 365 data, cloud workloads, virtual machines, and business dependencies.
Review current backup jobs, failure alerts, administrative access, storage locations, retention settings, and existing restore evidence.
Define recovery priorities, recovery time objectives, recovery point objectives, acceptable data loss windows, and recovery sequencing.
Recommend a right-sized architecture that may include local recovery copies, encrypted offsite backups, cloud storage, immutable retention, isolated administration, and documented restore procedures.
Monitor the backup environment, investigate failures, validate restoration, and revisit the strategy as systems and business needs change.