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Case Study

Backup Plan Setup for a Local Office

Implemented a local-to-cloud backup plan and verified recovery protocols.

Client: Medical Billing & Support Practice (Palmer)

The Challenge

The client was relying on external USB drives that staff had to manually plug in and take home. Backups were frequently missed, never encrypted, and had never been tested for actual file recovery, creating a huge compliance and operational risk.

Our Approach

We installed an automated Network Attached Storage (NAS) device in the office for hourly, encrypted local snapshots. We linked the NAS to an offsite cloud vault, ensuring backups were duplicated to a secure location (following the 3-2-1 backup rule) with immutable retention locks to block ransomware deletion.

Project Results

  • Completely automated backups, removing human dependency and missed schedules
  • Tested recovery of a complete database folder in under 20 minutes locally
  • Immutable cloud storage protecting archive history from ransomware sweeps
  • Hourly snapshot window reducing maximum potential data loss to under 60 minutes

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