This document summarizes a webinar presented by Community IT Innovators on supporting remote workers. The webinar covered scenarios for remote work, benefits, solutions including end user tools and enterprise systems, prerequisites, risks and best practices. Solutions discussed included VPN, desktop sharing, and cloud-based options. Factors to consider when choosing a remote work solution included organizational fit, costs, needs analysis and implementing a pilot program.
Community IT Webinar Series - Supporting Remote Workers
1. Community IT Innovators
Webinar Series
Supporting Remote Workers
September 24, 2014 presented by…
Johanny Torrico
Abdul Musa
#RemoteWork
2. Webinar Tips
• Ask questions
Post questions via chat
• Interact
Engage with us on Twitter using #RemoteWork
• Focus
Avoid multitasking. You may just miss the best part of the
presentation
• Webinar PowerPoint & Recording
PowerPoint and recording links will be shared after the
webinar
3. About Community IT
Community IT Innovators partners with nonprofits to help them solve their
strategic & day-to-day IT challenges.
Strategic
Proactive approach so you can make IT decisions that support your mission and
grow with you
Collaborative
Team of over 30 staff who empower you to make informed IT choices
Invested
We are committed to supporting your mission, and take care of your IT network as if
it were our own
Nonprofit focus
Worked with over 900 nonprofits since 1993
4. About the Presenters
Johanny Torrico
Director of Ongoing Support
jtorrico@communityit.com
@communityit
Abdul Musa
Network Consultant
amusa@communityit.com
@communityit
5. Agenda
• Scenarios
• Benefits
• Solutions
• Prerequisites, Advantages and
Disadvantages
• Risks
• Best practices
• Solution selection
• Q & A
#remotewor
k
6. Remote work categories
• Someone working remotely…
– Full time
– Once, twice… a week
– Occasionally
• Field office staff
• Virtual teams
#remotework
7. Why remote work?
• Staff satisfaction
• Flexibility
– Staff can work in multiple geographic locations
– Accommodates different work schedules
• Work-life balance
– Allows for personal time, part-time work
– Eliminates commute time
– Enables work during inclement weather or minor
illness
#remotework
8. Why remote work? (2)
• Productivity gains
– Focus on projects without interruption
– Work when most productive
– Improved collaboration between field offices and
headquarters
• HR benefit
– Increase recruitment and retention
#remotework
9. Why remote work? (3)
• Competitive advantage:
– Start new programs and initiatives
• Cost benefit
– Reduce need for office space and equipment
– Reduce travel costs
• Environmental benefits
– Can reduce environmental impact
#remotework
10. What has made it possible?
• Internet evolution
– Reduced costs, faster bandwidth speeds
– Increased adoption
• 2000: 43.1% of the US population was using the internet
• 2012: 81% of the US population was using the internet
• Better remote access technology
• Evolving organizational acceptance of
remote work
#remotework
11. Remote work: Global statistics
• 4.6 billion global workforce
– 20% telecommutes
– 29% partial remote
– 10% full time remote
• Global remote work by
region
– Asia & Pacific 12%
– EMEA 7%
– Americas 5%
Infographic: http://web.esna.com/blog/remote-worker-collaboration-infographic-2014 #remotework
12. Remote work: US statistics
• 1 in 4 US workers work from
home at least some of the time
• 65% of US employees reported
being more productive when
working at home
• 64% of US employees said they
would sacrifice pay to work from
home
• Between 2005 and 2011, US
teleworking grew 73%
Infographic: http://web.esna.com/blog/remote-worker-collaboration-infographic-2014 #remotework
13. Solutions
• End User:
– Tools
• Enterprise systems
– Remote access
– Communication
– Remote support
14. Prerequisites: End user tools
• Hardware
• Software
• Connectivity: Internet and Telephony
• Remote access technology
#remotework
15. Prerequisites: End user tools (2)
Hardware Software Connectivity Remote
Access
technology
Workstation
- Laptop
- Desktops
External
peripherals
- Printer, scanner
- Phone headsets
- Monitors
- Video/audio
- Speakers
Office productivity
- MS Office etc.
Enterprise
applications
- Accounting
- Fundraising
- CRM
Security
- Antivirus
- Connection
software e.g. VPN
license
Internet
connection
- Wired
- Wireless
Telephony
- VOIP phone
- Mobile phone
VPN
Terminal server
Cloud
#remotework
16. Prerequisites: Enterprise systems
• Why allow for remote access?
– Facilitate communication
– Facilitate collaboration
– Provide seamless experience
#remotework
20. • Pros
– Secure
– Mature
– Scalable
VPN: Pros and Cons
– Relatively low
deployment cost
• Cons
– Setup can be complex
– Cost: Licensing costs for large
implementation
– Connection issues
• Blocked in some public locations
• Can slow down end-user internet
connection
#remotework
22. Desktop sharing (2)
• Native solutions
– Built into operating system platform e.g. Windows
Remote Desktop (Terminal Services), Apple
Screen sharing
• Third-party solutions
– CITRIX XenServer, VNC, TeamViewer,
PCAnywhere
#remotework
23. Desktop sharing (3)
• Virtual Desktop Infrastructure (VDI)
– Hosts desktop environments on remote servers
– Provides access to the same desktop from any
location
– Relatively expensive
– Often used in call centers and in sales teams
#remotework
24. Desktop sharing: Pros and Cons
• Pros
– Easy to use
– Mature
– Low
maintenance
• Cons
– Setup can be complex
– Costs: Hardware, licensing
and support costs
– Bandwidth intensive:
screen refresh eats up
bandwidth
#remotework
26. Cloud (2)
• Often browser-based and cross-platform
• Common cloud info Systems
– Email: Office 365, Google Apps
– Files: Box, Google Apps, Office 365
– CRM/Databases: Salesforce, Zoho
#remotework
27. • Pros
Cloud: Pros and Cons
– Easy to use
– Easy to setup
– Scalable
– Lower costs
• Low
deployment
costs
• No hardware
support costs
• Cons
– Evolving technology
– Recurring cost model
– Multiple credentials
– Connection challenges for
international staff
#remotework
28. Communication solutions
• Chat: Gchat, iChat, Lync
• Telephony
– Simple: Forward calls, remote voicemail retrieval
– Advanced: VOIP handsets, Voicemail to email transcription etc.
• Videoconferencing
– Desktop-based: Skype, Lync, Google hangouts
– Dedicated system: Polycom, Cisco, BlueJeans
• more expensive, require A/V hardware such as TV screens, cameras,
speakers, conference room speakerphones
• Cloud videoconferencing solutions such as WebEx and BlueJeans are
making dedicated videoconferencing more affordable
#remotework
29. Remote support tools
• Platforms that will require remote support
– Operating systems: Windows, OS X, Linux
– Mobile devices: iOS, Android, Windows Mobile
– Applications: Productivity apps, custom apps
• Remote support tools
– Native tools: Windows Remote Desktop Services, Windows
Remote Assistance, Apple Screen sharing
– Third-party tools: GoToAssist, TeamViewer
– Browser-based: Chrome remote desktop, LogMeIn, join.me
#remotework
30. Risks
• What are some of the remote work risks?
• How do we manage these risks?
31. Risks
• Data security risks
– Increased data loss risks
– Increased potential hacking targets
• Compliance and Privacy risks
• Increased costs:
– With massive adoption, support and ongoing
costs (hardware and licensing) also increase
#remotework
32. Managing Risks
• Security
– Two factor authentication
– Network access control systems
• Screen device for updated virus definitions and operating
system patches before allowing access to the network
– Password policy: length and expiration
– Prevent cached credentials
– Restrict access from multiple devices
– Monitor remote access
#remotework
33. Managing risks (2)
• Standardization
– Provide prerequisite equipment and software for
easier management and better control
– Automate patching and maintenance
• Remote management
– Wipe data off devices when necessary
– Set data to expire
#remotework
35. Best practices
• General
– Provide help/how-to documents for remote access
– Bandwidth management strategies
– Avoid caching credentials
– Use complex passwords and change them regularly
• VPN solutions
– Beware of DNS changes that can slow down end-user
web traffic
– Subnet configuration
#remotework
36. Best practices (2)
• Desktop sharing solutions
– Set remote session display settings for low bandwidth
environment
– Use wildcard SSL certificates
• Cloud and browser-based solutions
– Customize url for signing on to applications
– Use Single Sign-On systems to reduce multiple
credentials when possible
#remotework
38. How to choose a solution
• Organizational fit
– Does operating environment allow it?
– Policies:
• What are the current HR policies regarding remote work?
Will they need to change?
• How does it fit into your other IT policies such as
acceptable use and BYOD policies?
#remotework
39. How to choose a solution (2)
• Costs:
– Do you pay for the internal infrastructure only?
– End-user equipment
• Analyze needs: What systems need to be accessed
remotely?
– Access information systems from outside the office?
– Connect field offices?
– Facilitate collaboration?
– Provide new service or enable new programs/initiatives?
#remotework
40. How to choose a solution (3)
• Pick 3 potential solutions based on criteria
• Identified needs
• Budget
• Cost benefit analysis
#remotework
41. How to choose a solution (4)
• Present to decision makers
– Develop budget
• Deployment costs (year 1) as well ongoing costs for
licensing, subscriptions and support (years 2 to 5)
– Outline the benefits for the organization
• Competitive advantage
• Productivity boost
• Staff satisfaction
• Recruitment and retention tool:
– Outline risks: financial and IT security risks
#remotework
42. How to choose a solution (5)
• Implementation plan
– Beta test solution: vendor demo or trial
– How soon can it be implemented?
– When do you roll it out to reduce disruption?
• Schedule full deployment for a “slow” time of the year
• Re-evaluate solution after a couple of years
#remotework
44. Community IT Innovators
Webinar Series
IT Security
New and Emerging Best Practices
October 23, 2014
presented by…
Steve Longenecker
Matthew Eshleman
45. After the webinar
• Connect with us
• Provide feedback
Short survey after you exit the webinar. Be sure to
include any questions that were not answered.
• Missed anything?
Link to slides & recording will be emailed to you.
Editor's Notes
We will examine
- scenarios for remote work
- benefits
- Solutions including advantages and disadvantages
- Risks
- Best practices
We will wrap up with Q and A. We will touch on some of the telephony and videoconferencing solutions but not in great detail.
For the purposes of this meeting, we have broken down remote work into the following categories
Staff satisfaction: This is usually the most common reason for remote work use. According to a Survey by ESNA communications, 64% of US employees would sacrifice pay to work from home.
Flexibility:
reduces restriction on where and when one can work.
Allows personal time for family needs such as doctor visits etc.
Work life balance: flexibility afforded by remote work improves work-life balance
1. Increased Productivity: Remote work also allows employees to work when they are most productive.
2. HR:
More attractive for potential employees
staff can continue working for the same organization even if they move.
Competitive advantage:
- it could you an edge, for example you can provide a new service or start a new program or initiative that would not have been possible or that would have been cost-prohibitive.
Costs:
- you don’t need a large office space, you don’t have to purchase as much equipment in some instances
Environmental benefits: less pollution from reduced commuting, less power used in smaller office spaces.
Source for internet adoption statistic: http://www.itu.int/en/ITU-D/Statistics/Documents/statistics/2013/Individuals_Internet_2000-2012.xls
Statistics compiled from ESNA.com, a cloud communications and collaboration vendor.
We have seen the benefits of working remotely… what do we need to make it work??!!
We will review next:
What does the end user needs to connect remotely? what tools do they need??
What does your organization need to provide to facilitate this?? You will need to allow for remote access to your network
And we will review the 3 most common ones here, you will need to tools to allow your users to communicate easily with you, and be ready to support
Them.
Okay… Remote workers need the following tools in order to work remotely
Here are some examples of the end user tools that organizations might need to provide in order for end users to be able to access information resources remotely. This is not an exhaustive list but merely illustrates some common options
Now what about the organization? To allow for remote working is an important decision and there are a lot of moving pieces to make it happen… but
There are 3 key things you will need to keep in mind when implementing your solution.
You need to have a solution that helps facilitate communication among all Your staff regardless of location.
You need a solution that encourage and facilitates collaboration
And you need to make sure this solution provides a seamless experience to your user. What you want to achieve is for your user to have the same
Experience as if he or she is working on-site.
Here are some examples of the enterprise systems that organizations might need to provide in order for end users to be able to access information resources remotely. This is not an exhaustive list but merely illustrates some common options.
Let’s look at the different remote access solution.
We have categorized remote access solutions into 3 categories
What is a VPN??
VPN Stands for Virtual Private Network.
It provides private connectivity, through a public Internet connection and it is usually referred to as a tunnel
There are different types: hardware based meaning you create a VPN tunnel using your firewalls, software based, for example himachi VPN from Logmein is a
Software based example of a VPN and enhanced tunneling…
So how does it work??
- Uses two endpoints to encrypt/decrypt traffic
- The end points share a key or certificate which serves as the encryption algorithm
- Can be used to connect remote PCs to a central office (remote access VPN) or even whole networks (site to site VPN)
- Creates a secured connection over the public internet without the need for dedicated (expensive) point to point links
VPN Pros
Secure technology, uses encryption
Mature: has been around for a while
Low deployment
VPN Cons
initial setup can be difficult if you are deploying an advanced VPN solution.
It can also be expensive in terms of deployment costs and ongoing license and subscription costs for some advanced VPN solutions and for large user base.
Connection issues
VPN traffic is blocked in some public locations such as hotels and libraries to limit bandwidth usage by their patrons
If DNS setting is not correctly configured in VPN software, it can slow down the end-user’s internet connection
Desktop sharing solutions: provides remote access either to an end-user’s desktop. a remote desktop server or a published application. Also, allows you to print locally and copy/paste between local and remote computers.
For end user solutions: you can remotely access the user’s workstation
For server based-solutions: you connect to a remote desktop environment where you can access network resources as if you are in the office.
Native solutions are part of the operating system platform and can provide remote access either to an end-users physical desktop, a remote desktop server or a published application. A published application platform provides remote access to a single application rather than the entire remote desktop. For example, a timesheet application could be published to allow remote users to access it without viewing the entire desktop. This makes the application run faster.
3rd-party solutions such as CITRIX XenServer provide access
Another way to allow for remote work is to provide your users with a VDI a Virtual Desktop Infrastructure.
So how this work?
You will create virtual environment… you will have a server that will be host your virtual desktops. Vmware and Hyperv are examples of this virtual environments.
Your users will connect remotely to this virtual desktops
Expensive to setup
Often used in call ctrs….
Desktop sharing: CONS
initial setup can be difficult if you are deploying an advanced solution.
It can also be expensive depending again on the setup you choose
It can be bandwidth intensive:
Refreshing the screen can eat up bandwidth. This can limit the its usage in rural areas where the maximum available bandwidth isn’t very much.
It can also consume the bandwidth in the head office if there is heavy usage of the desktop sharing solution.
This makes less attractive if either the end users or the head office networks don’t have fast internet connections.
Nowadays you have…
People working anywhere…
From difference devices…
At different times…
This has made using the different cloud options and applications very appealing to the users.
Cloud
-- one of the key selling points of cloud infrastructure is that they can be used from anywhere.
These cloud applications can be launched from any browser… all you need is a device and internet connection
-- some of the common cloud systems are….
Cloud Cons:
Cloud technology continues to evolve… not as mature as established remote access technologies although big players like Office 365 have mature
in the past year or two….. Supporting now different platforms… for example…
There is a Recurring cost model and it can become expensive
There is the challenge of Multiple credentials for users
You have some Connection challenges: if the vendor does not have geographically-redundant servers overseas, access can be slow in countries where bandwidth speeds are low
These communication solutions are used to facilitate collaboration between offices and with remote staff
Chat: Some of these are free or built into the underlying platform while others are groupware tools that allow chat between members of the organization.
Telephony:
Simple PBX phone systems allow calls to be forwarded and voicemails to be retrieved.
Advanced telephony systems such as VOIP allow handsets to be plugged into any internet connection and also include voicemail to email transcription among other features.
Desktop-based solutions such as Skype, Lync use a webcam on a computer or mobile device. Dedicated solutions such as Cisco Telepresence platform and Polycom’s real presence solutions are more advanced and include more features
Once you have remote users who access your network, you may also have to provide technical support when they are outside the office. This section provides some options for providing technical support for remote staff.
You want to be ready to support different platforms. Different OS, different mobile devices, different applications…
You will need some remote support tools…
(read)
All of them allow you to connect to the users desktop and control it for easy troubleshooting
We have reviewed different solutions and their features… what are the risks of remote work and how do we manage them?
Risk is inherent in all IT systems. However, remote access increases some risks to an organizations resources.
Data loss: since data is cached on multiple devices, data loss risks are increased
Hacking risks: increases overall data security since data can be targeted at different locations
Compliance and privacy: Some industries such as healthcare restrict access to client data. Remote access increases the chances that compliance and privacy guidelines will be broken.
Costs: If the remote access solution becomes more successful than planned, there could be increased costs associated with supporting more remote users and providing them with tools for remote access
Some ways to mitigate these risks…
Around security:
Implement a 2 factor authentication. Cloud providers like Office 365 and Google apps allow for users to setup a 2 FA. This means when you sign in a PIN is sent to your phone and you will need to enter that PIN or code to log in
Establish some network access control systems. Screen devices regularly for updated virus definitions and patches before allowing access
Enforce password policy… that is complex
Prevent cached credentials
Restrict access from multiple devices
Monitor remote access regularly
Standardize your environment!
Provide equipment to your remote users if possible. This will allow for better control and management.
Have a remote management system in place. This will allow you to wipe data off devices if necessary
In this section, we review some of the best practices to consider for remote work solutions.
General
Bandwidth management: Consider using firewall policies to throttle traffic and segment traffic. For example, you can set the maximum bandwidth used by each remote connection or the maximum available for remote connections. If you have multiple internet connections, you can direct web browsing to a high latency, high bandwidth connection such as cable while the remote connections could use the Fibre or Ethernet over Copper connection which has a lower latency.
VPN:
- Subnet configuration: Do not use LAN subnets such as 192.168.0.x, 192.168.1.x or 10.1.10.x because those are the default for most home networking equipment
You sat in on the webinar and you are ready to drive the remote work initiative at your organization. What specific steps do you need to follow?
1. Organizational fit: Are there compliance policies that restrict access to certain information systems due to industry standards?
2. Policies
- HR: Do you make it available for all employees or specific employees based on their roles?
- IT policies: decision has to be made in context of other IT policies
End-user equipment: Do you pay for access devices such as hotspots, laptops (loaners), mobile phones, VOIP
Schedule full deployment for a slow period: not before annual conference, annual board meeting or other stressful event
Why re-evaluate: more funding, better solution, growth