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

RolePrint Exit™: M365 activity + AI frameworks when someone leaves. RolePrint Transfer™: real scope + AI frameworks for offshore handoffs. Both from your Microsoft 365. Delivered within minutes.

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

RolePrint Transfer™

7 reports available

Transfer Playbook

For Your Manager
  • →Step-by-step handoff guide for smooth transition
  • →Day-one execution roadmap for incoming teams
  • →Tool, file, and stakeholder dependency map

Job Description (Indeed-style)

For Recruitment & Procurement
  • →Evidence-based role definition from real M365 activity
  • →Recruiter-ready; same style as RolePrint Exit™
  • →Key responsibilities, tools, and stakeholders

SOW Considerations

For Procurement
  • →Scope based on actual work, not guesswork
  • →Contract-ready requirements documentation
  • →Deliverables clearly defined from real activity

Training Plan

For Procurement & Offshore Team
  • →What the offshore/contractor team needs to know
  • →Structured onboarding timeline
  • →Role-specific training requirements

Process Documentation

For the Offshore Team
  • →How the work actually gets done
  • →Step-by-step procedures and workflows
  • →Ready for execution—no guesswork

Tool & Access Requirements

Systems and permissions needed
  • →Applications and systems inventory
  • →Required permissions and access levels
  • →Critical system dependencies

Stakeholder Contact List

For the Offshore Team
  • →Who to work with and communication patterns
  • →Internal and external contacts
  • →Handoff context for smooth transition

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.

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