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Case Study

How a Financial Institution Overcame Legacy DR Limitations with AWS

Clearscale implemented a Zerto-powered recovery solution integrated with AWS networking and security best practices.

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Client Profile

Industry Financial Services
Technology Networking Disaster Recovery
Microsoft Workloads Operational Optimization
Resilliance Financial Services

Overview

A financial institution faced growing concerns with its legacy disaster recovery (DR) setup. The existing solution was costly, difficult to manage, and not designed to meet modern compliance and recovery objectives. Clearscale designed and implemented a cloud-based disaster recovery solution on AWS, powered by Zerto and integrated with secure networking. The new system delivered greater resiliency, improved compliance, and faster recovery

Meet Our Hero

This financial institution is responsible for safeguarding sensitive data and ensuring seamless service continuity for customers. Its legacy disaster recovery environment was not keeping up with evolving compliance requirements and posed risks to business continuity.

Recovery processes were complex, time-consuming, and difficult to validate. The company recognized that its outdated approach left it vulnerable to disruptions and needed a modern cloud-based DR solution that could improve security, compliance, and recovery time.

The Challenge

Challenge 01

Legacy disaster recovery environment was expensive and difficult to manage

Challenge 02

Recovery processes were complex and error-prone

Challenge 03

Vertical scalability limits constrained growth

Challenge 04

Inefficient architecture slowed operations

Challenge 05

Modernization was needed to remain competitive

The Goal

  • Implement a modern, cloud-based disaster recovery solution
  • Replicate workloads to AWS for greater resiliency
  • Ensure compliance and improve security posture
  • Meet recovery time objectives and simplify testing
  • Reduce operational risk and overhead 

The Solution

ClearScale partnered with the financial institution to design and implement a Zerto-powered disaster recovery environment on AWS.

Step 01 | DR Environment Design and Network Implementation

  • DR Environment Design and Network Implementation
  • Built a dedicated AWS DR environment with Amazon VPC and Transit Gateway
  • Established secure connectivity with Site-to-Site VPN

Step 02 | Networking and Security Integration

  • Applied AWS IAM, Security Groups, and NACLs for granular access control
  • Ensured compliance with financial services regulations 

Step 03 | Zerto Replication Setup

  • Deployed Zerto for workload replication between on-premises and AWS
  • Enabled near-real-time replication and rapid failover 

Step 04 | Supporting Services Deployment

  • Configured Amazon EC2 instances to host DR workloads
  • Integrated supporting AWS services to complete the architecture

Step 05 | Collaboration and Knowledge Transfer

  • Worked closely with client’s internal teams to test and validate recovery
  • Transferred knowledge to internal teams to ensure self-sufficiency 

The Impact

Modern cloud-based DR environment built on AWS

Improved resiliency with near-real-time replication

Enhanced compliance and security posture through AWS best practices

Simplified recovery testing and validation processes

Reduced operational risk, safeguarding critical workloads

Turn Cloud Chaos Into Clear Results On AWS

Clearscale helps financial institutions break free from cloud chaos and experience clear results on AWS. Improving resiliency, compliance, and security while reducing cost and complexity. If your legacy DR environment is holding you back, let’s talk.

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