How to build a mass
notification service for
disaster recovery
www.databarracks.com | 2www.databarracks.com | 2
INTRO &
AGENDA
Duration: 30 mins
(including Q&A)
Type questions on
the right
Q
• What do I need from a mass notification
service?
• Overview of the tools needed to build your own
• Step-by-step guide of how to build the service
• Further/custom development
*Slides will be made available and sent out following this session
www.databarracks.com | 3www.databarracks.com | 3
WHAT IS
MASS
NOTIFICATION
SERVICE?
Communicating
at Scale
Separate from
normal
communications
For staff, suppliers,
customers
www.databarracks.com | 4www.databarracks.com | 4
WHAT IS MASS NOTIFICATION SERVICE?
• Letter
• Email
• Group SMS, WhatsApp (or other
OTT messaging service)
• Reply-all
• Correct contact information
• Notifications enabled?
When you need to communicate with a
group, what method do you use?
What limitations do they have?
www.databarracks.com | 5www.databarracks.com | 5
WHAT IS MASS NOTIFICATION SERVICE?
What can small businesses use?
A call tree Contact card & recorded messages
www.databarracks.com | 6www.databarracks.com | 6
WHAT CAN I USE FOR A MASS
NOTIFICATION SERVICE?
An enterprise - standard Mass Notification tool:
Features include:
• Team management including department and GIS location
• Multiple communications channels
• Confirmed of delivery and receipt
http://www.cirmagazine.com/cir/reports/EMergencyandMassNotificationSoftwareReport2016-17.pdf
http://bciworld2017.com
What do big businesses need?
www.databarracks.com | 7www.databarracks.com | 7
WHAT DO I NEED FROM A MASS
NOTIFICATION SERVICE?
“Good” communication fulfils two basic
criteria:
• Relevancy
• Consistency
Considerations:
• How many different messages need to be
delivered?
• What kind of communication will be needed
throughout the incident?
• What is the consequence of failure?
What does my organisation need?
www.databarracks.com | 8www.databarracks.com | 8
WHAT DO I NEED FROM A MASS
NOTIFICATION SERVICE?
Scenario 1:
• You have a disaster and the recovery
process is effective, but you
communication with staff, customers
and suppliers is poor
Scenario 2:
• You have a disaster and the recovery
process isn’t smooth, but
communication with all parties
throughout is effective.
What would you prefer?
How to build your
own mass
notification service
www.databarracks.com | 10www.databarracks.com | 10
WHAT TOOLS DO I NEED?
A Twilio account from which
to push notifications via SMS
or voice.
Excel or Google Sheets to
manage and organise your
list of contacts.
A Zapier account to connect
your recipient list to your
Twilio account.
www.databarracks.com | 11www.databarracks.com | 11
STEP 1 - CREATING THE CONTACT LIST
• Give your spreadsheet a sensible
name
• Add your own contact details to
test
www.databarracks.com | 12www.databarracks.com | 12
STEP 1 - CREATE SUB-GROUPS
www.databarracks.com | 13www.databarracks.com | 13
STEP 1 - CREATE FULL LIST
www.databarracks.com | 14www.databarracks.com | 14
STEP 1 - PRE-PREPARE YOUR MESSAGES
www.databarracks.com | 15www.databarracks.com | 15
STEP 2 - SETUP A TWILIO ACCOUNT
https://www.twilio.com/
www.databarracks.com | 16www.databarracks.com | 16
STEP 3 – CREATE ZAPIER ACCOUNT TO
CONNECT CONTACT LIST TO TWILIO
https://zapier.com/
www.databarracks.com | 17www.databarracks.com | 17
STEP 3 – CREATE THE ‘ACTION’ IN TWILIO
www.databarracks.com | 18www.databarracks.com | 18
STEP 3 – CREATE THE MESSAGE
www.databarracks.com | 19www.databarracks.com | 19
STEP 3 – NAME THE ZAP
www.databarracks.com | 20www.databarracks.com | 20
STEP 3 – DONE
www.databarracks.com | 21www.databarracks.com | 21
DISASTER INVOCATION AND
NOTIFICATION PROCESS
Disaster
invocation
Open
spreadsheet for
pre-prepared
statement
Copy and update
statement into
Zapier
Copy contacts
into correct tab
Messages sent Users notified
www.databarracks.com | 22www.databarracks.com | 22
LIMITATIONS
• Free Zapier package (currently):
– Updates every 15 minutes. Paid plans reduce this to 5
mins.
– 5 Zaps
– 100 tasks per month
– Autoreplay of tasks not included
Free packages are subject to change!
www.databarracks.com | 23
FURTHER/CUSTOM DEVELOPMENT
• Connect to an internal CRM
• Fire off a webhook
• Send a message in Slack
• Add an email to personal email
address
• Use the Twilio API to connect with
internal applications
Use Zapier to connect to other apps Connect Twilio to internal systems
www.databarracks.com | 24www.databarracks.com | 24
SUMMARY
• Good communication is relevant and consistent
• Use a communication channel that will be received/checked
immediately
• Pre-prepare messages to save time during a disaster
• Build a solution that is fit for your needs
www.databarracks.com | 25
RESOURCES
• Using WhatsApp for mass
notifications:
– http://www.computerweekly.com/
news/450415007/CIO-interview-
Jon-Cheyne-IT-director-National-
Theatre
• Emergency and mass notification
software report 2016 – 2017
– http://www.cirmagazine.com/cir/r
eports/EMergencyandMassNotific
ationSoftwareReport2016-17.pdf
• BCI World
– http://bciworld2017.com
• The Business Continuity Podcast
– http://www.thebcpcast.com/
• The Cost of IT Downtime
– http://costofitdowntime.com/
www.databarracks.com | 26www.databarracks.com | 26
THE BCPCAST
http://www.thebcpcast.com/
Thank you

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Databarracks webinar how to build a mass notification service for disaster recovery

  • 1. How to build a mass notification service for disaster recovery
  • 2. www.databarracks.com | 2www.databarracks.com | 2 INTRO & AGENDA Duration: 30 mins (including Q&A) Type questions on the right Q • What do I need from a mass notification service? • Overview of the tools needed to build your own • Step-by-step guide of how to build the service • Further/custom development *Slides will be made available and sent out following this session
  • 3. www.databarracks.com | 3www.databarracks.com | 3 WHAT IS MASS NOTIFICATION SERVICE? Communicating at Scale Separate from normal communications For staff, suppliers, customers
  • 4. www.databarracks.com | 4www.databarracks.com | 4 WHAT IS MASS NOTIFICATION SERVICE? • Letter • Email • Group SMS, WhatsApp (or other OTT messaging service) • Reply-all • Correct contact information • Notifications enabled? When you need to communicate with a group, what method do you use? What limitations do they have?
  • 5. www.databarracks.com | 5www.databarracks.com | 5 WHAT IS MASS NOTIFICATION SERVICE? What can small businesses use? A call tree Contact card & recorded messages
  • 6. www.databarracks.com | 6www.databarracks.com | 6 WHAT CAN I USE FOR A MASS NOTIFICATION SERVICE? An enterprise - standard Mass Notification tool: Features include: • Team management including department and GIS location • Multiple communications channels • Confirmed of delivery and receipt http://www.cirmagazine.com/cir/reports/EMergencyandMassNotificationSoftwareReport2016-17.pdf http://bciworld2017.com What do big businesses need?
  • 7. www.databarracks.com | 7www.databarracks.com | 7 WHAT DO I NEED FROM A MASS NOTIFICATION SERVICE? “Good” communication fulfils two basic criteria: • Relevancy • Consistency Considerations: • How many different messages need to be delivered? • What kind of communication will be needed throughout the incident? • What is the consequence of failure? What does my organisation need?
  • 8. www.databarracks.com | 8www.databarracks.com | 8 WHAT DO I NEED FROM A MASS NOTIFICATION SERVICE? Scenario 1: • You have a disaster and the recovery process is effective, but you communication with staff, customers and suppliers is poor Scenario 2: • You have a disaster and the recovery process isn’t smooth, but communication with all parties throughout is effective. What would you prefer?
  • 9. How to build your own mass notification service
  • 10. www.databarracks.com | 10www.databarracks.com | 10 WHAT TOOLS DO I NEED? A Twilio account from which to push notifications via SMS or voice. Excel or Google Sheets to manage and organise your list of contacts. A Zapier account to connect your recipient list to your Twilio account.
  • 11. www.databarracks.com | 11www.databarracks.com | 11 STEP 1 - CREATING THE CONTACT LIST • Give your spreadsheet a sensible name • Add your own contact details to test
  • 12. www.databarracks.com | 12www.databarracks.com | 12 STEP 1 - CREATE SUB-GROUPS
  • 13. www.databarracks.com | 13www.databarracks.com | 13 STEP 1 - CREATE FULL LIST
  • 14. www.databarracks.com | 14www.databarracks.com | 14 STEP 1 - PRE-PREPARE YOUR MESSAGES
  • 15. www.databarracks.com | 15www.databarracks.com | 15 STEP 2 - SETUP A TWILIO ACCOUNT https://www.twilio.com/
  • 16. www.databarracks.com | 16www.databarracks.com | 16 STEP 3 – CREATE ZAPIER ACCOUNT TO CONNECT CONTACT LIST TO TWILIO https://zapier.com/
  • 17. www.databarracks.com | 17www.databarracks.com | 17 STEP 3 – CREATE THE ‘ACTION’ IN TWILIO
  • 18. www.databarracks.com | 18www.databarracks.com | 18 STEP 3 – CREATE THE MESSAGE
  • 19. www.databarracks.com | 19www.databarracks.com | 19 STEP 3 – NAME THE ZAP
  • 21. www.databarracks.com | 21www.databarracks.com | 21 DISASTER INVOCATION AND NOTIFICATION PROCESS Disaster invocation Open spreadsheet for pre-prepared statement Copy and update statement into Zapier Copy contacts into correct tab Messages sent Users notified
  • 22. www.databarracks.com | 22www.databarracks.com | 22 LIMITATIONS • Free Zapier package (currently): – Updates every 15 minutes. Paid plans reduce this to 5 mins. – 5 Zaps – 100 tasks per month – Autoreplay of tasks not included Free packages are subject to change!
  • 23. www.databarracks.com | 23 FURTHER/CUSTOM DEVELOPMENT • Connect to an internal CRM • Fire off a webhook • Send a message in Slack • Add an email to personal email address • Use the Twilio API to connect with internal applications Use Zapier to connect to other apps Connect Twilio to internal systems
  • 24. www.databarracks.com | 24www.databarracks.com | 24 SUMMARY • Good communication is relevant and consistent • Use a communication channel that will be received/checked immediately • Pre-prepare messages to save time during a disaster • Build a solution that is fit for your needs
  • 25. www.databarracks.com | 25 RESOURCES • Using WhatsApp for mass notifications: – http://www.computerweekly.com/ news/450415007/CIO-interview- Jon-Cheyne-IT-director-National- Theatre • Emergency and mass notification software report 2016 – 2017 – http://www.cirmagazine.com/cir/r eports/EMergencyandMassNotific ationSoftwareReport2016-17.pdf • BCI World – http://bciworld2017.com • The Business Continuity Podcast – http://www.thebcpcast.com/ • The Cost of IT Downtime – http://costofitdowntime.com/
  • 26. www.databarracks.com | 26www.databarracks.com | 26 THE BCPCAST http://www.thebcpcast.com/