HR: Handoff without the scramble
See the actual tools, files, and people—so successors ramp faster.
RolePrint™ for Microsoft 365 — Patent-pending proprietary solution. A revolutionary approach.
See what they actually used. Tools, files, meetings, who they worked with.
RolePrint™ uses your existing Microsoft 365—SharePoint, OneDrive, Exchange, Teams—to show the real activity behind any role. For HR, Legal, and managers: one place to see the actual work, with evidence you can trust. Secure. No interviews. No guesswork.
RolePrint Exit™
What they used—and what Legal needs to know
See the tools, files, SharePoint sites, meetings, and collaborators the person actually used—plus objective evidence for Legal about what they did before they left. All from Microsoft 365, securely. Seven reports: for HR, managers, and Legal.
Learn moreRolePrint Transfer™
What the role actually did—so you inherit with clarity
The biggest benefit: see the tools, files, SharePoint sites, meetings, and collaborators for that role—the actual activity—so offshore, contractor, or captive teams know exactly what they're taking on. All from Microsoft 365, securely. Six reports ready for handoff.
Learn moreDiscover what's happening with RolePrint™
Reports and analysis in one place
Executive briefs, HR docs, governance evidence—from Microsoft 365.
Legal & managers see value fast
Legal gets evidence; managers get the actual activity—no technical background needed.
See the tools, files, meetings, and collaborators—from Microsoft 365
RolePrint™ is a patent-pending proprietary solution—a revolutionary approach. It uses your existing Microsoft 365—SharePoint, OneDrive, Exchange, Teams—to show the tools, files, SharePoint sites, meetings, and collaborators the person actually used. For HR: handoff without the scramble. For Legal: evidence about what they did before they left. For managers: the actual activity—no technical background needed. Secure. Easy to understand.
- → Tools, files, SharePoint sites, meetings, collaborators—from your M365
- → Post-exit only; built for handoff and Legal review
- → Reports by audience—HR, Legal, managers
Evidence-based handoff at a glance
Days
Role-to-handoff readiness
From departure to successor-ready briefs and transfer packages
Weeks
Faster successor ramp
Blueprints, dependencies, and handoff clarity
180
Days of evidence
Activity reconstruction from Microsoft 365
RolePrint™ reconstructs how work happened using Microsoft 365 evidence—not interviews or assumptions. You get role clarity, dependency visibility, and stakeholder-ready evidence for exits and transfers.
See the actual activity—not interviews
RolePrint™ reads activity from your Microsoft 365—tools, files, SharePoint sites, meetings, collaborators. You see what the person actually used. No guesswork. No technical background needed.
Post-exit only
Activated after formal departure. Built for handoff, succession, and transition—not employee monitoring.
Objective risk evidence
Surface patterns like unusual downloads, external sharing, or atypical contact. Reported in neutral, evidence-based language for governance review.
Data from your Microsoft 365—secure and familiar
RolePrint™ uses your existing Microsoft 365—SharePoint, OneDrive, Exchange, Teams—to provide the data. No new systems. Read-only. Built for Microsoft 365 E3/E5. HR, Legal, and managers get reports by audience—plain and easy to understand.
How it works
Create a case. RolePrint™ uses your Microsoft 365 to show the tools, files, meetings, and collaborators the person actually used. Get reports for HR, Legal, and managers. Five steps. Secure. Easy to understand.
Works like a Microsoft 365 app—see the actual activity
Create a case, run analysis, and get reports. RolePrint™ uses your existing Microsoft 365—SharePoint, OneDrive, Exchange, Teams—to show the tools, files, meetings, and collaborators the person actually used. HR, Legal, and managers get reports by audience. Secure. No interviews. No guesswork.
Get startedRolePrint™ — Like a Microsoft 365 app
Familiar interface. Data from your Microsoft 365. Secure.
1
Create a case
Enter the employee or engagement. HR confirms authorization. Simple, like creating a ticket.
2
Run analysis
RolePrint™ reads activity from your Microsoft 365—tools, files, SharePoint sites, meetings, collaborators. You see progress as it runs.
3
See the actual activity
View what they actually used: responsibilities, stakeholders, systems, documents, meetings. No technical background needed.
4
Generate reports
Get reports by audience—HR, Legal, managers. Each report ties back to Microsoft 365 evidence.
5
Share securely
Download PDFs by audience. Legal gets governance evidence; managers get the actual activity; HR gets handoff docs.
The difference
Why copilots can’t do this—
and why it matters.
A governed handoff system for post-transition. Evidence, auditability, stakeholder-ready documentation.
Capability
Generic AI Tools
Copilot, ChatGPT, etc.
RolePrint™
Handoff from evidence
Reconstructs 180 days of work
Requires manual extraction and ad-hoc prompting; coverage depends on what someone remembers to include.
Automated analysis of up to 180 days of Microsoft 365 activity to rebuild how work actually happened.
Defensible evidence trail
Outputs are not anchored to traceable provenance across systems, making decisions hard to defend.
Evidence-based reconstruction with traceable provenance designed for review and audit.
Post-exit governance
Not designed for post-exit controls, retention alignment, or time-bounded access.
Time-bounded access, RBAC, retention alignment, and complete audit logging built in.
Dependency mapping across workloads
Doesn’t automatically map the role’s real dependencies across M365 workloads and collaboration patterns.
Maps files, sites, tools, and stakeholders via deep Graph integration to show what the role depends on.
HR/Legal-ready transition documentation
Typically produces generic summaries and templates that are inconsistent and hard to standardize.
Produces transition-ready documentation designed for HR/Legal review—without prompt engineering.
High-volume activity intelligence
Struggles to connect patterns across large volumes of activity without heavy manual work.
Detects patterns and single points of failure across high-volume activity.
RolePrint™ isn’t “AI with access.” It’s a governed handoff system. Evidence, auditability, time-bounded access.
What makes it enterprise-grade
Microsoft 365 evidence layer
Unified logs and activity across workloads—handoff based on what happened, not what was remembered.
Governance first
Post-exit authorization, time-bounded access, retention alignment, and audit logging for HR, IT, and Compliance.
Transition intelligence
Dependencies, single points of failure, and handoff gaps from activity patterns—successors ramp faster.
Built for the moment that matters most
A handoff platform for exits and transitions—when institutional knowledge is most at risk.
Copilot asks:
“How can I help you be more productive?”
RolePrint™ delivers:
“Here’s what they did, what it depends on, and what the next person needs to succeed.”
See the tools, files, meetings, and collaborators—in one place
RolePrint™ works like a Microsoft 365 app. Create a case; it uses your M365 to show the actual activity—tools, files, SharePoint sites, meetings, collaborators. Reports for HR, Legal, and managers. Secure. Easy to understand.
Manage handoff and transitions in one place
Unified dashboard for exit cases and transfer projects. Automated analysis from Microsoft 365. Stakeholder-specific reports—executive summaries, HR documentation, compliance evidence. No manual customization.
Two products on one platform: RolePrint Exit™ and RolePrint Transfer™. View tabs for Overview, Responsibilities, Stakeholders, Systems, Documents, Meetings. Generate individual reports or the full set—every document traceable to evidence.
One place for cases
Track exit and transfer cases. See status and progress. Works like an app you already know.
Runs on your Microsoft 365
RolePrint™ reads activity from your M365—tools, files, SharePoint sites, meetings, collaborators. One click to run. Secure.
Reports by audience
HR gets handoff; Legal gets evidence; managers get the actual activity. Plain and easy to understand.
Exit and Transfer
RolePrint Exit™: what they used + Legal evidence. RolePrint Transfer™: what the role actually did. Same platform, same M365 data.
See the actual activity
View what they used: tools, files, meetings, collaborators. No technical background needed.
Generate reports
Get reports by audience. Every report ties back to Microsoft 365 evidence. Secure.
Built for Microsoft 365
Microsoft 365 E3/E5. Thirteen deliverable types. Multi-tenant with row-level security and audit logging.
Reports for HR, Legal, and managers—from the actual activity.
RolePrint™ uses your Microsoft 365 to show the tools, files, meetings, and collaborators the person actually used. RolePrint Exit™: what they used + Legal evidence. RolePrint Transfer™: what the role actually did. Reports by audience. Secure.
RolePrint Exit™
7 reports available
Executive Brief
For Leadership
- →Handoff risk at a glance
- →Critical dependencies & single points of failure
- →Governance posture and recommended next steps
Role Handoff Report
For HR & Managers
- →Responsibilities derived from evidence
- →Cadence, stakeholders, and collaboration context
- →Workflows mapped to where knowledge lives
Governance & Risk Report
For Legal & Compliance
- →Pre-exit download and sharing anomalies (for review)
- →Atypical external sharing or access patterns
- →Evidence-backed, neutrally worded findings
Tool & Dependency Report
For IT & Operations
- →High-impact sites, channels, and workspaces
- →Key files/folders and where they're used
- →Tooling and system touchpoints
Workflow Stability & AI Opportunity
For Operations
- →Fragile manual steps and bottlenecks
- →Standardization and automation candidates
- →AI-assist opportunities with guardrails
30-60-90 Successor Plan
For Managers
- →Day-one orientation and priorities
- →Phased handoffs by timeframe
- →Grounded in real workflow dependencies
Replacement-Ready Role Definition
For HR
- →Hiring-ready role narrative
- →Evidence-based skills, tools, and scope
- →Interview and onboarding prompts
RolePrint Transfer™
6 reports available
Transfer Playbook
Complete handoff guide
- →Day-one execution roadmap for incoming teams
- →Client role workflow reconstruction
- →Tool, file, and stakeholder dependency map
Statement of Work (SOW) Requirements
For vendor contracts
- →Contract-ready requirements documentation
- →Scope and deliverables clearly defined
- →Evidence-based role specifications
Training & Onboarding Plan
For new team
- →Structured onboarding timeline
- →Role-specific training requirements
- →Knowledge transfer milestones
Process Documentation Package
Step-by-step workflows
- →Standard operating procedures
- →Workflow diagrams and process flows
- →Operational documentation ready for execution
Tool & Access Requirements
Systems and permissions needed
- →Applications and systems inventory
- →Required permissions and access levels
- →Critical system dependencies
Stakeholder Handoff Guide
Who to work with and why
- →Key contacts and collaboration patterns
- →Relationship context and communication frequency
- →Internal and external stakeholder map
Data from your Microsoft 365—in a very secure way. RolePrint™ uses your existing M365—SharePoint, OneDrive, Exchange, Teams—to provide the data. Coverage varies by tenant configuration. Private 1:1 content may be excluded by organizational policy.
HR. Legal. Managers. Everyone sees the value—fast.
RolePrint™ shows the tools, files, SharePoint sites, meetings, and collaborators the person actually used—from your Microsoft 365. No technical background needed. One place for handoff, governance, and the actual activity.
HR
See the tools, files, SharePoint sites, meetings, and collaborators the person actually used—no scramble, no lost knowledge.
Give successors an operating blueprint: what mattered, where it lived, how work moved.
Hire with role definitions based on real activity from Microsoft 365—not guesswork.
Build a living library of “how work actually happens” so re-orgs, attrition, and growth don’t break handoff.
Data from Microsoft 365—in a very secure way
RolePrint™ is a patent-pending proprietary solution for the platform, RolePrint Exit™, and RolePrint Transfer™—a revolutionary approach. It uses your existing Microsoft 365—SharePoint, OneDrive, Exchange, Teams—to provide the data. No new systems. Read-only. Clear boundaries. Built so HR, Legal, and IT reviewers can sign off.
SOC 2 Type II Certification Roadmap Available
Post-exit only
Used only after a confirmed departure. RolePrint™ is for handoff and transition—not employee monitoring. HR and Legal can trust the boundaries.
Read-only by design
Analyzes evidence without modifying data. No editing, no writing. Read-only visibility.
Retention-aligned lifecycle
Time-bounded analysis and automatic expiration aligned to your policies. Sensitive transition data isn’t left to sprawl.
Reports by audience
HR gets handoff docs; managers get the actual activity; Legal gets governance evidence. Each audience sees what they need—plain and easy to understand.
Complete audit trail
Access, reports, and key actions logged for review. Traceability for security teams.
No impersonation
No “act as the user,” no spoofing, no masquerading. Analysis is performed through governed access paths.
Prove handoff in two weeks
RolePrint™ uses your Microsoft 365 to show the tools, files, meetings, and collaborators the person actually used. In two weeks: run three cases, get reports for HR, Legal, and managers—see the value. Secure. Easy to understand.
Take the next step with RolePrint™
Microsoft 365 E3/E5. Time-boxed pilot. Three reconstructions, stakeholder readouts, rollout plan. Don't let the playbook walk out the door.
Request a pilotWhat's included
Guided Microsoft 365 setup
Partner with your IT team to configure access and safeguards the right way—without disrupting operations.
Security and compliance review
Documentation and walkthroughs for your reviewers so approvals don’t stall the project late.
Three real reconstructions
Select three recent departures. Get role clarity, dependencies, and handoff readiness—based on evidence.
Stakeholder readouts
Structured readouts for HR, managers, and compliance. Your team learns how to operationalize the outputs.
2-week timeline
Days 1-3
Access and guardrails
Identity integration and review with your security team. Clear boundaries from day one.
Days 4-7
First reconstruction—see the actual activity
See the tools, files, SharePoint sites, meetings, and collaborators the person actually used—plus reports for HR, Legal, and managers. Like a Microsoft 365 app.
Days 8-12
Repeat and compare
Two more analyses. See patterns, fragility, and handoff risks across roles—not anecdotes.
Days 13-14
Executive decision
Results review, value summary, and rollout plan—or a clean exit if it’s not a fit.
Take the next step with RolePrint™. Don’t let it take the playbook.
Microsoft 365 E3/E5. Time-boxed pilot. Three reconstructions, stakeholder readouts, rollout plan.