A transitions team can tell you exactly what files they need.

A transitions team can tell you exactly what files they need. They cannot tell you which ones they have.

That gap, between the manifest and the reality of a file dump, is where transitions stall. A file arrives in Egnyte from the acquired firm. Someone on the team opens the folder, reads the contents, cross-references a list, and tries to figure out what is missing before the 75-day window closes. At six to eight transitions per year, that is weeks of senior ops time spent on a task that is entirely legible to a machine.

The problem compounds with document type. Custodial statements are one category. Trust documents are another. Government-issued IDs, investment policy statements, net worth certifications. Each one has a different format, a different source, and a different consequence if it is missing at exam time.

The teams doing this manually are not moving slowly because they lack process. They are moving slowly because the inventory problem has never been separated from the review problem. Someone has to open every folder before anyone can decide what to do next.

Automating the inventory step does not change what a transitions team does. It changes when they can start doing it. Instead of spending the first two weeks of a transition figuring out what exists, the team starts week one knowing exactly what is there, what is missing, and who needs a reminder before their corporate laptop gets returned.

The 75-day window is fixed. The question is how much of it you spend on archaeology.