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A selection of materials from DRI International is available here as an added benefit for DRI members. We hope you enjoy this informative collection of industry information and research.

Get Schooled! What We All Can Learn from Higher Education Continuity

Event: DRI2019

Author: Stephen Woods, Tara Brown

Fires, floods, blizzards, burst pipes. Sound familiar? Attend this session for a look at continuity from a higher education perspective. From the recent California wildfires to the East Coast arctic freeze, hear from resilience professionals from Yale University and UCLA about unique, and not-so-unique challenges faced by these two world renown universities. Explore actual case studies, talk about what worked and what didn’t, and share solutions that can be applied regardless of your industry. You’ll want to take notes, but no final exam…we promise.

Tags: DRI2019, Case Study, Higher Education

Workshop: Crisis Management at Penn State – An Insider’s View

Event: DRI2019

Author: Ted Brown

In 2011, the Jerry Sandusky scandal hit Penn State. This session, conducted as a workshop, will examine how the scandal was handled, what went right (very little) and what went wrong. The attendees will be asked to make decisions that the Penn State Board did. The session will also briefly discuss the view of Boards and Crisis Management, and actions the speaker has taken as a member of the PSU Board and founder and chair of the risk sub-committee.

Tags: DRI2019, Case Study

Case Study: How Goodyear’s Business Continuity and Risk Management Teams Took on Hurricane Harvey and Won!

Event: DRI2019

Author: Craig Melnick, Mike Janko

Attend this session for a true multidisciplinary presentation, as Goodyear’s business continuity and risk management experts explore how the two disciplines work together at this global manufacturing giant. Using Hurricane Harvey as a jumping off point, the presenters will detail Goodyear’s hurricane response, with a focus on how risk management is integral to overarching continuity and resilience efforts. Get ready for a eye-opening success story that does more than just tell you that business continuity and risk management should work together and instead shows you how to actually do it during events and every day.

Tags: Business Continuity Program, DRI2019, Risk Management, Case Study

Case Study: Bouncing Back Strong – Building the Merck Global Regulatory Affairs and Clinical Safety Business Continuity Plan

Event: DRI2019

Author: Colleen Merritt Severyn

In June 2017, Merck experienced a cybersecurity incident that identified the need to bolster preparedness for business disruptions. From the fall of 2017 through the present, the Global Regulatory Affairs and Clinical Safety (GRACS) organization prepared its first ever business continuity plan (BCP), including table top exercises and training. This was a massive undertaking for an organization of such breadth (regulatory science, clinical safety, labeling, licensing, operations, etc.) and large size (2200 employees globally), starting from scratch, and an illuminating experience regarding the risk susceptibility of our systems and processes. GRACS is in a much better place today with a completed BCP across the entire organization and connections with ongoing business continuity, risk management, and resiliency efforts across the company.

Tags: Business Continuity Program, DRI2019, Resiliency, Risk Management, Case Study

Continuity Coffee Talk- Leadership: Double-Shot of Strategy

Event: DRI2019

Author: Michele Turner

At the core of a successful BC program is leadership, support and engagement. Articulating the value from an employee safety, customer commitment,organizational resiliency, and potential risk and liability perspective is key. Once that support is received, how do we continue to “savor that flavor”? During this session, we will explore the inclusion of leadership as continuity is percolated throughout the organization. What information does leadership need to continue to validate/fund the brewing approach, based on change in strategy? What type of “in store training” is needed at their level, to confirm roles in the event of a business interruption or “bad pour.” We’ll review case studies of where things went well, and where some things were quite bitter in taste. Continuity when done right…great to the last drop!

Tags: Business Continuity Program, Case Study, DRI2019

Here's How it All Ties Together: A Case Study in Convergence

Event: Collegiate Conference - University of Kentucky

Author: Mike Epstein

Mike Epstein, Vice President, Risk Management & Business Continuity, The E. W. Scripps Company, discusses how his passion for business continuity has lead him to recognition as a leader in his field and a diversification of his skills into his current role. He shares lessons learned from some of the 800+ incidents he has managed over a 20 year career grounded in business continuity.

Tags: Collegiate Conference - University of Kentucky, Case Study

CASE STUDY: The Organizational Resilience Management System at the United Nations

Event: DRI2018

Author: Vic Bhatia

Streamlining business continuity management as an integral part of the emergency management framework, the Organizational Resilience Management System (ORMS) comprises crisis management, ICT disaster recovery, security, medical, staff support, crisis communications, records, facilities management and BCM. The ORMS at the UN provides an effective means to integrate and harmonize the emergency management activities. The ORMS provides a framework for cooperation across institutional silos and between the various actors responsible for the key components.

Tags: Organizational Resilience, Public Sector, Resiliency, UNISDR, Case Study

CASE STUDY: Rain, Rushing Water, and Recovery – Lessons from Ellicott City

Event: DRI2018

Author: Ryan Miller, Larry Twele

When six inches of rain got dumped on Ellicott City, MD, in under two hours, something perhaps even more rare than the resulting 1,000-year flood happened – a partnership between county emergency management and economic development officials rose to the top and really worked! Everyone talks about public private partnerships. Attend this session to hear about one that resulted in more than 95% of businesses surviving. Ryan Miller, Director of Emergency Management for Howard County, MD, and Lary Twele, CEO of the Howard County Economic Development Authority will give an overview of the plans in place before the flood, including how they incorporated economic development into the emergency operations plan and the community disaster recovery plan. They’ll take attendees through the response – a response was so large and complex that resources from as far away as Colorado were called in – to the devastating flood that gave almost no warning. They’ll cover short, medium and long term recovery. But most importantly, they’ll teach you how to apply their model in order to get your local emergency managers and economic development officials working together!

Tags: Case Study, Disaster Scenarios, DRI2018, Public-Private Partnership

CASE STUDY: Building a Winning Team!

Event: DRI2018

Author: Linda Chevalier

Attend this session to learn how Colorado Springs Utilities, the DRI 2017 Team of the Year award recipient, built a successful team and program. Strengthening a foundation through commitment, collaboration, and communication has brought the team to the forefront of the organization at times of utility disruptions and emergency incidents. Grab a tip or two, or three, from this session to enhance any program.

Tags: Business Continuity Program, DRI2018, Utilities, Case Study

CASE STUDY: A Hurricane Harvey Success Story at Zions Bancorporation

Event: DRI2018

Author: Ryan longman

Attend this session for a firsthand Hurricane Harvey case study! Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming, including Amegy Bank in Texas. Hard hit by Hurricane Harvey in the region served by Amegy, Zions committed to helping both customers and the greater Houston community. While Amegy was open for business throughout the storm with mobile, online, and telephonic banking access, some branches did close temporarily. Hear about the actions the Zions team took to ensure the safety of its employees and help ease the financial needs of its employees, customers, and the community.

Tags: DRI2018, Hurricanes, Case Study, Banking/Financial Sector

Case Study: Changing the Wheels of a Moving Car: How HCL Technologies Implemented Its BCM Program

Event: DRI2018

Author: Arunabh Mitra

What separates a “good” BCM program from a “great” one? How does an organization’s investment in BC risk mitigation systems and processes measure up against leading practices? At a time when risks are increasing, what are the building blocks upon which to build a world-class BC program that not only protects an organization from internal and external threats, but also enhances its brand and strengthens its relationships with all stakeholders? With that as the backdrop this session will explore the unique nuances and journey of building out a world class BC program at HCL Technologies. Founded in 1976 as one of India’s original IT garage start-ups, HCL is a pioneer of modern computing with many firsts to its credit, including the introduction of the 8-bit microprocessor-based computer in 1978 well before its global peers. Today, the HCL Enterprise has a presence across varied sectors that include technology, healthcare and talent management solutions and comprises three companies – HCL Infosystems, HCL Technologies and HCL Healthcare. The enterprise generates annual revenues of over US $7 billion with more than 115,000 employees from 140 nationalities operating across 32 countries, including over 500 points of presence in India. The session will include curated insights from HCL Technologies’ journey on its BCM roadmap on the following themes: Money Goes Where Strategy Goes: Connecting your BC program to the long term business strategy of the firm Never waste a Crisis: Tales of business opportunism to accelerate the BC program at the wake of incidents Culture is King: Fixing the balance of accountability and the three lines of defense The Three E’s: Exciting, equipping, and empowering a cross-generational workforce Modernization of a BCM program to keep pace with evolving times Creating a Differentiated Industry Offering Attendees will leave this session with a rich understanding of the complexities of excelling in BCM in a multi-client and multi industry environment like HCL Technologies and how we leveraged BCM to create value for the firm.

Tags: Business Continuity Program, Case Study, DRI2018, Risk Management

The Japanese Approach to BC/DR

Event: DRI2018

Author: Shinobu Sasaki

Japan is a country that continues to suffer serious natural disasters such as earthquakes, typhoons, and floods. In most cases, these are widespread incidents that impact a fairly large geographic region. In planning or such wide area disasters, the DR strategy may depend on the location where the incident occurred. Using real-lie case studies, this session will explain the unique approach the Japanese have to BC and DR.

Tags: Best Practices, Business Continuity Program, Global Strategy, Earthquakes, Asia, Case Study

Case Study: Navigating through an Unregulated Environment: The World of Asurion’s Global Business Resilience

Event: DRI2018

Author: Jerrick Croston, Michael Smith

Are you a government, healthcare, or financial organization? Then your business continuity and disaster recovery (BCDR) program is likely driven by regulatory requirements. The purpose of this presentation is to discuss BC/DR program management for private or non-traditional organizations. The goal of this session is to explore common challenges like: What if you don’t have regulatory drivers to guide your program? How do contractual requirements guide your program? What are some effective strategies to ensure that you are strengthening resiliency in your environments? We will review a case study on how Asurion’s Global Business Resilience Team managed the recent events of Hurricane Harvey and Irma, and Mexico City’s earthquake.

Tags: Business Continuity Program, DRI2018, Global Strategy, Resiliency, Resilient Enterprise, Case Study

Case Study: The Energy Authority and Hurricane Matthew

Event: DRI2017

Author: Pauline Williams-Banta

As Hurricane Matthew marched towards Florida, The Energy Authority (TEA) in Jacksonville was getting ready to respond. Attend this session to hear how TEA prepared for and weathered the storm — one that caused widespread flooding, damage, and power outages across the state. The Energy Authority (TEA) provides public power utilities with access to advanced resources and technology systems. TEA is a public power-owned, nonprofit corporation with offices in Jacksonville and Bellevue, WA. A national portfolio management company, TEA evaluates challenges, manages risks, and executes solutions to serve more than 50 public power clients.

Tags: Case Study, DRI2017, Hurricanes

Case Study: Tailoring a Risk-Based Approach to Mission Assurance

Event: DRI2017

Author: Jerry Vevon, Carol Grigg

Implementing a mission assurance program for a large government agency always has it challenges. Getting senior level support using a risk-based approach required adapting a traditional model to terms that resonated with both senior and middle managers. But how do you actually execute this formula in your program? A traditional risk formula or model looks at Threats, Vulnerably, and Intentions to determine risk. (T * V * I = R). We looked at Threat and Vulnerability in terms that were understandable and manageable to the MA practitioner and also the agency leadership. Our approach which resonated with upper management. focused on People, Process, Technology, and Facilities and looked at the agency by sectors.

Tags: Case Study, DRI2017

Case Study: Keep Pace with Business, BCM in a Fast-evolving Company

Event: DRI2017

Author: Beatrice Turrini

Imagine yourself as a fresh appointed BC Manager: you setup an ambitious program, plan your work in detail for the next years, analyze amounts of data, produce reports, plans, discuss processes, train people. From the best practices perspective, you have everything in order. Then one day, when you meet your management, you realize they are not interested in all that information. They ask you the very question you are not ready to answer... yet. You feel too slow in a fast company. In this session you will hear some lessons learned from first-person experience, and some suggestions on how to adapt your language, your role and re-think your BCM program objectives, to stay as close as possible to business speed and priorities.

Tags: DRI2017, Case Study

Case Study: Lessons Learned from the Chennai Disaster of 2015

Event: DRI2017

Author: Arunabh Mitra

Weeks of torrential rains in November of 2015 caused the worst flooding the southern India city of Chennai has seen in 100 years. More than 500 people were killed with the estimates of damage and losses ranging from US$ 3 billion — US$15 billion. The floods were amongst the costliest natural disasters of 2015 and left a significant impact on the city and its people. Chennai is the second largest exporter of software in India and is home to some of the world’s leading information technology companies including HCL. This session will detail HCL’s significant presence in Chennai and the speaker’s first-hand experience in managing this disaster. Key takeaways for attendees include real-world, frontline, actionable information gleaned during and after the incident. They are: Incident response and crisis management in action: The Top 5 Leadership Lessons on Crisis Management Business continuity in the context of globalization: The nuances of “recovery” in the paradigm of a globalized and outsourced environment. The human aspects of continuity and resilience

Tags: DRI2017, Asia, Case Study

Case Study: Riots, Relocation, & Resiliency: Exelon Corporation’s Response to & Recovery from the Baltimore Riots

Event: DRI2017

Author: Erin Holloway, Kathy Bosse

On April 12, 2015, Baltimore man Freddie Gray sustained injuries following his arrest by police and subsequently died one-week later of a spinal injury. In the afternoon of April 27, 2015, following Gray’s funeral, rioting erupted in West Baltimore, resulting in the Governor of Maryland declaring a state of emergency and implementing a city-wide curfew. This event impacted 11 Exelon facilities in its downtown Baltimore location. The protests and riots lasted for eight days and affected more than 4,000 Exelon employees within three critical operating companies. This presentation will discuss how Exelon’s Business Continuity & Crisis Management team managed the event through effective communication, coordination with Exelon Business Functions to ensure those impacted had the resources necessary to successfully recover, and the subsequent year to follow as six officers stood trial. This was the largest business disruption in Exelon’s history there were no employees injured, no Exelon property damaged and little to no loss of revenue. By providing appropriate guidance and collaborating efforts, Exelon’s Business Continuity team effectively prepared the company to continue maintaining the highest standards of safety and reliability for its people, customers, and communities.

Tags: Case Study, DRI2017, Resiliency

Case Study: How eBay Measures Resiliency Success and Quantifies the Qualitative

Event: DRI2017

Author: Scott Baldwin

As resiliency professionals, our goal is to achieve “readiness.” However, how well do we actually measure readiness, and what are the metrics that we use? Oftentimes, our KPIs include things like the number of BIAs/BCPs/DRPs, a score on a maturity model, or exercise results. While these can all be important indicators, they do not always provide an accurate measurement of actual readiness. In this presentation, we will hear how eBay developed ways to identify and measure true engagement and readiness — the ability to effectively respond to a disruption — and not just their ability to write plans or carry out exercises. Join us for the lessons learned on eBay’s journey to measure this essence and quantify the qualitative.

Tags: Case Study, DRI2017

Case Study: Exercise Innovations and Lessons Learned from Silicon Valley’s Applied Materials

Event: DRI2017

Author: Bobby Cook, Raeline Anderson

Applied Materials, a $9.7 billion technology giant, takes business continuity and emergency response seriously. Applied Materials is the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. At the center of the company’s overall program is a robust test and exercise strategy and schedule. Designed to protect 14,000+ employees, 10,200+ patents in 81 sites and 18 countries, it all starts at the company’s Silicon Valley headquarters. It is here that our commitment from top executives makes excellence and innovation possible. Attend this session for an in-depth case study detailing two massive recent exercises — from start to finish. The presenters spent decades in the public sector and have translated their experience, knowledge, and training into a world-class global program for use in any public or private organization.

Tags: DRI2017, Business Continuity Program, Case Study, Exercises

Beyond the War Story: NYU Langone Medical Center’s Business Continuity Case Study

Event: DRI Collegiate Conference, St. John's University - Sept. 12, 2016

Author: Mitchell Simon

On October 29, 2012, Hurricane Sandy barreled through the northeast, leaving unprecedented damage and a devastated NYU Langone Medical Center in her wake. Attend this session for more than just the "war story." You'll find out what happened (hundreds of faculty, staff, and students - in partnership with the FDNY, NYPD, Office of Emergency Management, and volunteers - evacuated 322 patients from a building that had no power, lights, or functioning elevators) as well as what has happened since the NYU Langone reopened and reimagined business continuity program. Find out about the critical success factors in making BCP work in a healthcare setting and learn about the challenges BC professionals face in transitioning into a healthcare environment at this informative session.

Tags: Business Continuity Program, Case Study, Collegiate Conference - St. John's University, Healthcare, Hurricanes

The Volkswagen Diesel Disaster 2015: A Case Study of Corporate Fraud

Event: DRI Collegiate Conference, St. John's University - Sept. 12, 2016

Author: Dr. Chelsea Binns, Ph.D.

Major frauds are an important, yet sometimes overlooked, aspect of business continuity planning. The recent case of major corporate fraud at Volkswagen exemplifies the risk that organizations face due to fraud. This session will examine the Volkswagen fraud, and explore how organizations may recover from such a disaster.

Tags: Case Study, Collegiate Conference - St. John's University

Casos Practicos en Data Center: Lecciones Aprendidas en Continuidad de los Servicios

Event: Conferencia Internacional de Continuidad de Negocio, Madrid, May 24, 2016

Author: Agustin Lopez

Presentation by Augustin Lopez, CBCP and DRI Espana representative, on data center best practices from the IX Conferencia Internacional de Continuidad de Negocio. (Spanish language)

Tags: Case Study, Spanish Language

The Tide Is High...and Rising: Exelon Corporation's Response & Recovery from Corporate Headquarters Flood

Event: DRI2016

Author: Erin Holloway

What is the likelihood that a crisis could happen at work? This question is posed often by exelon's Business Services Company, the leadership and support services of the entire enterprise. This session will cover Exelon's coordinated response to the incident, impacts and business unit recovery, and collective collaboration through use of a pre-established Incidence Response Team. Additionally, best practices and key lessons learned following the incident will be presented.

Tags: Case Study, DRI2016, Emergency response

NYU Langone Medical Center: A Case Study

Event: DRI2016

Author: Louis Wetwstein

Attend this session to hear how NYU Langone Medical Center's Real Estate and Facilities team led the massive effort to rebuild the Medical Center following the destructive aftermath of Hurricane Sandy.

Tags: Case Study, DRI2016, Resiliency

How to Determine Appropriate BCM Program Metrics for Your Executive Management Audience

Event: DRI2016

Author: Michael Kadar

This session is a continuation and expansion of the Business Continuity Management Risk Index (BCM-RI) concept introduced at DRI2012 and returning the next two years. Continued interest in program metrics for executive management has resulted in another return, expanding beyond risk and preparedness to include compliance and program maturity.

Tags: DRI2016, Executive Support, Case Study

Digging Deep: A Real-World Exploration of BCP and DR Audit

Event: DRI2016

Author: Silvio Pezzo

Attend this session for an in-depth business continuity audit case study of one of the largest global retailers. Discover what lessons were learned during that audit process, explore the benefits of audit, discuss real BC risks, examine control methods, and review examples of audit procedures.

Tags: Case Study, DRI2016, Audit, Business Continuity Program

Crisis Planning & Strategy: Using Earthquakes as a Case Study

Event: DRI Collegiate Conference, Dominican University of California, July 10

Author: Matt Bogaard

Earthquakes and numerous other passive threats to business continuity are challenging from a planning perspective because we can't predict when they might strike and how severe the impact will be. However, nearly all of the downstream, post-incident impacts can be anticipated and addressed pre-incident. A cutting-edge, comprehensive program at DreamWorks (the first of its kind in southern California) will provide attendees with tangible, specific examples of how to proactively prepare for crisis. Earthquakes provide a very topical and relevant foundation for this discussion, but the strategic framework put forth in this presentation can be overlaid onto virtually any crisis.

Tags: Business Continuity Program, Collegiate Conference - Dominican, Emergency preparedness, Emergency response, Earthquakes, Case Study

Addressing Gaps in Current Capabilities for Regional Integrated Risk to Enhance Resilience/Business and Operational Continuity

Event: DRI Collegiate Conference, Dominican University of California, July 10

Author: Paula Scalingi, PhD

This presentation looks at current gaps in defining resilience, using a case study of the aftermath of the 2014 Napa Valley earthquake as an example.

Tags: Business Continuity Program, Collegiate Conference - Dominican, Resiliency, Risk Management, Case Study, Earthquakes

Managing Crisis Situations as Part of Resiliency

Event: KL2014

Author: Kanryu Nagase

This presentation details Mr. Nagase's experience managing crises and the lessons learned for resiliency.

Tags: Case Study, Emergency response, Executive Support, Infrastructure, Asia, Resiliency

Training for Disasters in the Healthcare Industry: 6 Cases Prove Its Value

Author: --

This case study report looks at some of the most recent and devastating emergency situations to learn how healthcare facilities and staffers prepared for -- and reacted to -- catastrophes that put enormous strain on their facilities, their workforces, and their patients.

Tags: Case Study, Emergency preparedness, Emergency response, Healthcare, Training

Business Continuity Management At RSI: A Case Study

Event: DRI 2014

Author: Davide Barca

BCM is an important component of enterprise security for a media company, such as the Swiss National Television (RSI). The session is aimed to illustrate the RSI approach to business continuity and crisis management and more specifically the innovative exercising program designed by Barca. Crisis simulations are periodically performed taking in consideration even challenging scenarios, such as the AMOK one.

Tags: Case Study, Emergency preparedness, Resiliency

Recovery to Resilience: A Haiti Case Study

Event: DRI 2013

Author: Angela Devlen

Thanks to sponsorship from the DRI International Foundation, Mahila Partnership has expanded its project in Haiti to improve post-disaster economic and health outcomes for women and girls, as well as building long-term resiliency. This presentation discusses the overarching principles of effective recovery but in the context of an active post-disaster initiative. Attendees will understand how post-disaster relief and recovery programs must promote long-term risk reduction, as well as how investments rather than aid yields both short-term and long-term sustainable results.

Tags: Community Resilience, Emergency preparedness, Emergency response, Resiliency, Case Study, Earthquakes

Case Study: Responding to a Drug Shortage Crisis

Event: DRI 2013

Author: Robert Munro

This case study focuses on lessons learned from a national drug shortage due to a global supplier and just in time delivery failure. In February, 2012, Manitoba Health received a letter from SANDOZ Canada Inc. stating that effective immediately they would be scaling back production of approximately 239 critical injectable medications that would affect the health sector in Manitoba and across Canada. This session outlines how the Office of Disaster Management handled this incident to ensure the stability of the drug inventory for the Health System of Manitoba, and what would steps would be implemented to prevent such a situation from occurring in the future. The key lessons learned relate to global supplier dependence and just in time delivery.

Tags: BIA, Canada, Case Study, Process

Best Buy Does It Better!: A Case Study

Event: DRI 2012

Author: Ross Olson

What happened and what did Best Buy do about it? That's the question that will be answered during this informative session. Attendees will hear lessons learned from crises that have impacted Best Buy over the last few years. At Best Buy, disasters are addressed in the following priority order: people, community, and business. This session will identify successes as well as areas for improvement in each of the three areas for crisis response.

Tags: Case Study, Emergency response, Process