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Business Case Development

A routine partner review became a €1.05M resilience business case

€508K–€1.05M
modelled expected annual loss, now quantified and phased out
< 4 hrs
designed recovery time, from no tested restore
8 → 1
systems dependent on one unprotected database
A two-by-two matrix of effort against value with scattered cold dots; the low-effort, high-value quadrant is washed violet and a single pink-ringed dot in it is labeled fund this.

Case file

Industry
Energy-efficiency funding intermediary
Region
Germany
Service
Resilience & Business Continuity
Team
Wayne ArendseDelivery & Transformation LeadYurii KotulaCEO & Engineering Leader
Systems
  • Eight interconnected systems
  • one self-hosted WordPress database as single source of truth
  • GDPR Art. 32 / NIS2 regulatory frame

Client context

A German intermediary for state energy-efficiency funding. Property owners hand over their grant and loan applications; the client navigates the process on their behalf — funding with hard government deadlines, strict documentation rules, and no tolerance for administrative failure.

The technology stack is sophisticated and well-built. The team is lean, around 24 people, and optimises relentlessly. The ask that started the engagement was modest: review the environment and recommend improvements to the service offering.

Business problem

The diagnostic found a structural constraint underneath. This lean operator was carrying the risk profile of a business twenty times its size — not because of what it built, but because of who its failures land on.

A technology failure here does not stay internal. It can cost a property owner their grant or loan — funding they may have already committed to a contractor. Third-party liability, not inconvenience. That single fact moves disaster recovery from optional to essential and overdue.

The stakes

  1. €508K–€1.05M in modelled expected annual loss from the DR/BCP gap, probability-weighted across three failure scenarios.
  2. One central database as the single source of truth for eight systems — no visible failover.
  3. Three regulatory frames triggered at once: GDPR Article 32, the NIS2 Directive, and an implicit fiduciary duty to the end clients whose funding depends on the platform.

What was broken

  • One central database as SPOF for eight interconnected systems — no redundancy visible
  • 90-day CRM recycle bin is not a backup; AI-agent corruption not natively recoverable
  • Silent document-loss path in the Power Automate correction flow
  • One named engineer owned the majority of open recovery items across all critical systems
  • No tested restore for the central system; recovery time likely measured in days

Diagnostic approach

We mapped every system and its specific recovery exposure, then priced it — grounded in documented incident patterns, not guesswork.

  • Strategy

    What is the exposure worth?

    The constraint was priced, not just named. Reliability had quietly become the product.

    • €508K–€1.05M modelled expected annual loss
    • Reliability reframed as a commercial differentiator, not a compliance cost
    • The clearest ROI sits in avoided loss, not saved time
  • Operations

    Where does the risk actually live?

    Eight systems mapped; recovery requires all of them restored, in the right order.

    • One central database as the single point of failure for the whole estate
    • Silent-loss paths in the document pipeline
    • One-person recovery dependency across all critical systems
  • Technology

    What makes it resilient without disruption?

    The architecture was well-designed. The gaps were in recovery, not delivery — so nothing that worked needed to be torn out.

    • Additions to the recovery layer, not replacements to the delivery layer
    • Independent backups outside every vendor tenant
    • Tested restoration, not assumed restoration

What changed

  • The risk was priced before a solution was proposed

    An actuarial expected-loss model — probability × cost across three failure scenarios — put €508K–€1.05M on paper. The board could now make a decision with numbers, not with fear.

  • Six practical fixes, none replacing what works

    Nightly encrypted backup to an independent German VPS, third-party CRM backup to independent storage, dead-letter monitoring on every Power Automate flow, M365 backup outside the tenant, Zapier configs version-controlled in Gitea, and a Developer Runbook any competent engineer can follow.

  • A runbook replaced the hero dependency

    Step-by-step recovery for all five critical systems, pair programming on critical flows. Recovery no longer depends on one person being reachable at 2am on a Friday.

Decisions

  • Price the risk, don't assert it

    An actuarial expected-loss model calibrated to the real architecture. Numbers, not fear.

  • Additions, not replacements

    Fix the recovery layer; leave the working delivery layer intact. The regulatory workflow stays; the exposure does not.

  • Independence over vendor trust

    Backups outside every vendor tenant. A recycle bin is an undo feature, not recovery.

  • Runbook over hero

    Recovery depends on a document any competent developer can follow — not on one person being reachable.

Results

MeasureBeforeAfter
Central-system recovery timeNo tested restore; likely days< 4 hrs (designed)
Annual risk exposure€508K–€1.05M unpriced and uncoveredPriced, phased, and being designed out
CRM / SaaS data restorationNot possible beyond the recycle binAny point in 30 days
Key-person recovery dependencyOne engineer requiredAny developer can restore any system
GDPR Art. 32 / NIS2 continuityNot demonstrable across 8 systemsDemonstrable across all 8 (designed)

Strike Team

Senior engineering leaders find the real constraint in a fixed-fee engineering diagnostic, then stay to fix it. Project rescue, fractional CTO, architecture and business cases.

About the Strike Team

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Yurii Kotula

CEO and Engineering Leader

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