RolePrint Exit™

When someone leaves — what did they actually do?

RolePrint Exit™ analyzes 180 days of Microsoft 365 activity and delivers seven evidence-based handoff reports within minutes.

No exit interviews. No guessing. Just facts from their M365 data.

Within minutesRead-only M365Patent-pending

M365 evidence + AI frameworks

Objective evidence from 180 days of activity. AI-generated frameworks (30-60-90 plan, job description, training) personalised to their role.

No exit interviews required

Mail headers, meetings, files, collaboration — factual M365 data. AI frameworks built from that evidence. Delivered within minutes.

Microsoft Graph & Purview native

Read-only access via Microsoft Graph. Metadata only — we never read email body, chat content, or file interiors.

Seven reports

Everything HR, Legal, and the successor need

Seven structured reports — M365 evidence and AI frameworks — ready for HR, Legal, and the new hire. Delivered within minutes.

30-60-90 Day Successor Plan
AI framework
Role Definition (Job Desc.)
AI framework
Role Handoff Guide
AI framework
Executive Brief
AI narrative
Key Collaborators Report
M365 evidence
Systems & Tools Report
M365 evidence
Security & Compliance
Legal evidence

All reports available as PDF, Word, and Excel exports

See What You Could Save

Don't know? Average is 10–15%.

(10.0% turnover)

Based on research from SHRM, Gallup, and the Center for American Progress

Sources

  • SHRM (2022): "The average cost to replace an employee is 6–9 months of their salary"
  • Gallup (2019): "U.S. businesses lose $1 trillion annually to voluntary turnover"
  • Center for American Progress (2012): "For highly skilled positions, replacement costs can be up to 213% of annual salary"

How it works

Works like a Microsoft 365 app

One click to run analysis. RolePrint™ collects evidence, builds frameworks, and delivers professional reports — no interviews, no guesswork, within minutes.

Familiar interface

Feels like software you already use

RolePrint™ is built for Microsoft 365 environments. Your IT admin approves read-only access; HR and managers get a clean, familiar interface. No training required.

Runs in your existing M365 tenant — no third-party data stores
Metadata only — mail headers, calendar, Teams activity signals
Audit trail on every analysis: who ran it, when, what was accessed
Explore the interface
RolePrint™ — familiar Microsoft 365 interface
Dashboard
Cases
Reports
Settings
Analysis complete
Reports ready
TCI computed
Wave plan drafted
01

Connect Microsoft 365

One-time setup — your IT admin approves read-only M365 access in about five minutes. RolePrint Transfer™ optionally adds Azure DevOps (repos, pipelines, work items) for engineering scope.

02

Select employee or program

Exit: enter their email and date range. Transfer: create a program, add roles by email. One minute. No forms, no interviews.

03

Click Analyze

RolePrint™ pulls 180 days of M365 activity — mail headers, calendar, Teams, SharePoint, OneDrive — and for Transfer, optional Azure DevOps data. AI builds frameworks from that evidence. No guesses.

04

Download your reports

Exit: 7 reports (successor plan, job description, handoff guide, executive brief, systems, security evidence). Transfer: 7 per-role + 7 program reports. Professional PDFs. Within minutes.

The difference

Why generic AI tools can't do this

Copilots and chat AI generate text — they don't analyze multi-person M365 activity, build evidence trails, or produce structured governance reports.

Generic AI tools

Copilot, ChatGPT, etc.
  • Can't analyze multiple people's M365 activity
  • Can't create cross-user collaboration reports
  • Can't audit permissions or surface security gaps
  • Not designed for structured handoff governance

Why it matters

  • Real data from M365 — handoffs that don't fail or miss critical context
  • HR and Legal need evidence they can point back to and verify
  • On-demand access before data is gone beats cleaning up after
  • Structured, traceable reports your team can act on the same day

Capability

Generic AI Tools

Copilot, ChatGPT, etc.

RolePrint™

Evidence from real M365 data

Analyze 180 days of real work

Copilots can't analyze multiple people's M365 activity across workloads—no cross-user evidence trail.

Activity analysis from M365 metadata—up to 180 days of activity to show how work actually happened.

Clear, traceable evidence

Copilots can't create cross-user reports (who worked with whom) or audit permissions for Legal.

Facts from M365 data — every finding ties back to what they actually did. Verify in one click.

Post-exit, on-demand only

Copilots are reactive, not proactive for transitions — not designed for limited, on-demand access.

You run analysis when you need it. Role-based access, retention settings, full audit log.

Dependency mapping across workloads

Copilots can't map M365 dependencies across users to identify security gaps or cluster analysis.

Exit: maps files, sites, tools, stakeholders. Transfer: cross-role dependencies, clusters, bridge nodes, wave sequencing.

Azure DevOps integration (Transfer)

Copilots can't pull Azure DevOps repos, pipelines, or work items into transition scope or risk.

Transfer™ connects to Azure DevOps: read-only. Repos, pipelines, work items enrich TCI and program reports.

Reports HR and Legal actually use

Copilots produce generic summaries — inconsistent, not structured for governance or handoff.

7 per-role + 7 program reports. Successor Plan, SOW, Wave Plan, Dependencies, Security Evidence. No prompt engineering.

180-day pattern detection

Copilots can't connect patterns across large activity volumes without heavy manual work.

180 days analyzed. Patterns and single points of failure surfaced. Delivered within minutes.

What you get: M365 activity + AI frameworks within minutes.

RolePrint Exit™ combines M365 activity (who they worked with, systems used, meeting commitments) with AI-generated frameworks (30-60-90 plan, job description, training). Reports for HR, Legal, and the new hire—within minutes. Customize for your organization.

RolePrint Exit™

5 reports available

Executive Brief

For Leadership
  • Handoff risk at a glance
  • Critical dependencies and single points of failure
  • Recommended next steps for HR and Legal

Stakeholder Handoff Guide

For HR & Managers
  • Who they worked with—complete contact list for handoffs
  • What to tell each stakeholder when the replacement starts
  • Collaboration patterns and communication frequency

IP & Security Review

For Legal & Compliance
  • Files accessed and modified in final 30 days
  • Document sharing status and collaboration patterns
  • System access inventory for offboarding

*Advanced risk detection available with Microsoft 365 E5 + Purview: bulk downloads, external sharing anomalies, access pattern analysis.

30-60-90 Successor Plan

For Managers
  • Day-one orientation and priorities
  • Phased handoffs by timeframe
  • Grounded in real workflow dependencies

Job Description

For HR
  • Based on real work, not the job posting
  • Skills, tools, and scope from actual activity
  • Interview and onboarding prompts

Data from your Microsoft 365—in a very secure way. RolePrint™ pulls activity details (who, when, where—never the content of emails or files) via Microsoft Graph and Purview from 16+ M365 apps: Exchange, Outlook Calendar, OneDrive, SharePoint, Teams, Planner, M365 Groups, Power BI, Power Automate, Power Apps, Yammer, Purview, Entra ID, Forms, Bookings, Lists. We do not access email body, chat content, or file interiors. Coverage varies by tenant and admin consent. Private 1:1 content may be excluded by organizational policy.

Data from Microsoft 365—in a very secure way

RolePrint Exit™ is a patent-pending proprietary solution—a revolutionary approach. It uses your existing Microsoft 365—SharePoint, OneDrive, Exchange, Teams—to show what they used and evidence for Legal. No new systems. Read-only. Clear boundaries.

SOC 2 Type II Certification Roadmap Available
Professional at desk—post-exit handoff and secure evidence from Microsoft 365

Post-exit only

Used only after a confirmed departure. RolePrint Exit™ is for handoff and Legal review—not employee monitoring.

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.

Dependency and single points of failure

Handoff gaps and fragile workflows surfaced from activity patterns—so successors ramp faster and nothing falls through the cracks.

No impersonation

No “act as the user,” no spoofing, no masquerading. We only read data to run analysis—we never pretend to be the user.

Two-week pilot

Prove handoff in two weeks

RolePrint Exit™ uses your Microsoft 365 to surface the tools, files, meetings, and collaborators the person actually used — plus evidence for Legal. Two weeks, three exit cases, reports within minutes.

What you'll receive

Guided M365 setup

Partner with your IT team to configure access and safeguards the right way — without disrupting operations.

Security & compliance review

Architecture docs, data flow maps, and permissions model for your security reviewers so approvals don't stall.

M365 evidence + AI frameworks

Evidence reports (systems, collaboration, meeting load) and AI-generated handoff frameworks — customizable for your organisation.

Stakeholder readouts

Structured readouts for HR, managers, and compliance. Your team learns how to operationalise the outputs.

2-week timeline

1

Days 1–3

Access and guardrails

Identity integration and security review with your IT team. Clear boundaries from day one.

2

Days 4–7

First case — reports within minutes

Run your first analysis. Get M365 evidence and AI-generated frameworks for HR, Legal, and the successor or offshore team.

3

Days 8–12

Repeat and compare

Two more analyses. See patterns, fragility, and handoff gaps across roles — not anecdotes.

4

Days 13–14

Executive decision

Results review, value summary, and rollout plan — or a clean exit if it's not a fit.

Don't let the playbook walk out the door.

Two weeks. Three exit cases. M365 evidence reports + AI-generated frameworks (30-60-90 plan, job description, training) — all delivered as professional PDFs within minutes.