The institution sees an adviser; operationally, it acquires another information system.
Where this breaks
Adviser staff, portals, working files and subcontractors can become the only place where decisions and context survive.
The operating move
Map each adviser’s records, authority and exit path; keep an institutional copy of material truth.
Value object — The operational card
- Authoritative records
- Instruction rights
- Support staff
- Exit evidence
The test
Replace one adviser in a simulation. The successor should operate without reconstructing the institution from the outgoing firm.