RolePrint Exit™ for Microsoft 365 — Patent-pending proprietary solution. Revolutionary approach to post-exit role intelligence.

Post-exit role intelligence. Documented.

Reconstruct what departed employees did using up to 180 days of Microsoft 365 activity. Seven stakeholder-ready deliverables—executive briefs, successor plans, role definition, governance evidence.

Team meeting and handoff—post-exit succession

Seven deliverables

Executive briefs, HR docs, governance evidence—from one analysis.

180 days of evidence

Activity from Microsoft 365—no interviews, no guesswork.

Powered by Microsoft 365

Data comes from your existing M365—secure, familiar, no new systems.

Professional at desk—knowledge handoff and succession

Every departure creates hidden operational risk.

Without evidence, teams fall back on memory, scattered docs, and crisis-mode backfills.

RolePrint Exit™ shows 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 your Microsoft 365, in a secure way.

Tribal knowledge disappears in weeks—and the “how” never makes it into documentation.

Potentially risky downloads or sharing patterns surface only after Legal is pulled in.

Successors spend 60–90 days reverse-engineering a role that should have been clear on day one.

Hiring teams reuse generic job descriptions instead of what the role actually became.

Critical workflows fail because no one knew they existed—or where they lived.

Sensitive data moves to personal accounts or external parties without objective evidence for review.

IT inherits orphaned projects, access sprawl, and control gaps long after the handoff.

Exit interviews capture intent—not operational reality.

External contact patterns show up in investigations, not prevention and governance.

New hires realize the job posting didn’t match reality—after momentum is already lost.

RolePrint™ reconstructs the role from up to 180 days of Microsoft 365 evidence—and surfaces objective evidence that may warrant review—so knowledge doesn’t walk out the door.

Four insights that make transitions predictable.

Replace assumptions with evidence—so exits and backfills don’t become fire drills.

The Role, As It Was Actually Run

Not a template—reality. Responsibilities, cadence, and day-to-day scope reconstructed from Microsoft 365 evidence so you can hire and backfill with confidence.

Where the Knowledge Lives

The files, sites, channels, and collaborators that mattered most—so successors know where to start and what to protect.

Workflow Stability + Automation Targets

Identify fragile manual processes and repeatable patterns you can standardize or automate—turning turnover into an operational upgrade.

Governance Evidence for Review

Neutral, evidence-based indicators that may warrant follow-up—designed to support HR/Legal review without accusation or speculation.

From digital exhaust to handoff you can run.

Your Microsoft 365 environment already contains the story of how work gets done. RolePrint™ turns it into a clear blueprint for the next operator.

STEP 1

Data from your Microsoft 365

RolePrint™ reads activity from your M365—tools, files, SharePoint sites, meetings, collaborators—so you see the actual activity. Secure. No new systems.

SharePoint & OneDrive activity
Email and calendar patterns
Teams collaboration
Tools, files, meetings, collaborators
STEP 2

Reconstruct the Role

Evidence-based analysis reveals responsibilities, cadence, and dependencies—and surfaces objective evidence that may warrant review.

Work cadence mapping
Dependency identification
Collaboration network context
Governance evidence detection
STEP 3

Deliver Decision-Ready Outputs

Actionable reports and playbooks delivered in a format stakeholders can use immediately.

Role-specific briefings
Executive-ready summaries
Successor playbooks
Shareable, structured outputs
STEP 4

Governed Sharing

Role-based access ensures the right people see the right outputs—nothing more.

HR approval gates
Azure AD authentication
Audit logging
Time-bounded access

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 started
RolePrint™ — 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.”

Reports for HR, Legal, and managers—from the actual activity.

RolePrint Exit™ shows the tools, files, SharePoint sites, meetings, and collaborators the person actually used—plus evidence for Legal about what they did before they left. Seven reports from your Microsoft 365. Secure. Easy to understand.

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

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.

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™ 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 Exit™ uses your Microsoft 365 to show the tools, files, meetings, and collaborators the person actually used—plus evidence for Legal. In two weeks: run three exit cases, get reports for HR, Legal, and managers. Secure. Easy to understand.

Professional with laptop—RolePrint Exit™ pilot: see what they used and evidence for Legal

Take the next step with RolePrint™

Microsoft 365 E3/E5. Time-boxed pilot. Three exit reconstructions, stakeholder readouts, rollout plan. Don't let the playbook walk out the door.

Request a pilot

What'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.