For SharePoint and Microsoft 365
Handover Pro runs the whole handover inside SharePoint. It maps what the person owns, finds what would be lost, interviews them, moves access through a plan someone approves, and seals a signed record anyone can check.
From Apps 365, the UK team behind GovernPoint, Image Maps, NavPilot and Short URL for SharePoint.
The problem
Nobody checks it against what exists. Access is rarely moved cleanly. And what only they knew, in their files, chats and memory, leaves with them.
70%
of IT professionals were hit by incomplete offboarding.
64%
of IT managers said their organisation lost knowledge when people left.
34%
of workers had accessed a former employer's accounts or data after leaving.
Before and after
The usual handover
With Handover Pro
Every kind of handover
The kind of handover sets the questions asked, the access decisions suggested, and what happens to the person's own access at the end.
Someone leaves the organisation.
Find what only they knew, move or remove their access, and keep a signed record after they have gone.
Read moreSomeone moves to a new role or team.
Hand the old role over, review the access they no longer need, and keep an overlap so nothing breaks.
Read moreSomeone hands over a project or a piece of work and stays.
Map the project, capture what only the owner knows, and share access with the person taking over.
Read moreSomeone hands a client or account to a colleague.
Pass on the contacts, commitments and dates, and move the client's files and sites to the new owner.
Read moreSomeone goes away for a while.
Give the people covering what they need while someone is away, then put access back when they return.
Read moreHow it works
Everyone opens the same page. Each person sees only their part, and the top of the Overview always says what to do next.
See it in action
The screens below are drawn from the real app, with made-up people.
Map and gaps
Choose the sites, lists and folders. Handover Pro reads names, owners, dates and permissions, never file contents, and lists every gap that needs a decision.
Interview
Each gap becomes a plain question about a real file or site, alongside questions for the kind of handover: who to call first, what is due next, what was agreed but never written down.
Cited document
The draft is built from the map and the answers. Every statement cites a file, a list item or an answer, and anything nobody could support is marked missing instead of being made up.
Access plan
Decisions become a plan you can read before anything changes. Access is always added for the people taking over before it is removed from anyone, and every change is checked afterwards.
Sealed package
The package holds the document, the answers, the access changes, the sign-offs and a PDF certificate. Every file is fingerprinted, so Check package shows straight away if anything has changed.
Security by design
Handover Pro has no server of its own. It runs in the browser with each person's own SharePoint permissions and keeps everything in your SharePoint site.
No handover data goes to Apps 365 or anyone else. Your records stay in your own SharePoint.
No admin consent, no Azure app registration and no Microsoft Graph permissions. People only see what SharePoint already lets them see.
Every audit entry carries a fingerprint of the one before it, so a changed or removed entry is found and listed.
Their answers are their own words. Nothing scores or rates them; the coverage score measures the record.
Evidence for audits
Each handover records who had which access, what was decided for each item and by whom, and when the changes were made and checked.
Control 5.18 on access rights when people move or leave, and 6.5 on responsibilities after a change of employment.
PS-5 on personnel transfer and AC-2 on account management.
Knowledge transfer and access removal when a contractor or supplier leaves, as exit plans under FCA SYSC 8 and DORA expect.
Handover Pro covers SharePoint permissions. Access in other systems still needs your usual leaver process.
Pricing
Buy one Exit Pack when you need it, or a plan by the year. Every plan includes every kind of handover.
Prices in pounds sterling, excluding VAT. See what each plan includes.
Founding pilots
We are looking for five founding organisations with a handover due in the next few months. You get the Team plan free for a year and our help setting it up. We ask for honest feedback, a short case study and a review.
Apply for a founding pilotQuestions
A SharePoint app that runs a handover as a tracked process. When someone leaves, changes role, hands over a project or a client, or goes away, it maps what they own and can open in the sites you choose, finds what would be lost, interviews them, drafts a cited handover document, moves or shares their access through an approved plan, collects sign-offs and seals a package that can be checked later.
Upload the package to your tenant app catalog, or to one site collection's app catalog, add the Handover Pro web part to a page and press Set up this site. It needs no admin consent, no Azure app registration and no Microsoft Graph permissions.
In your own SharePoint site. Handover Pro runs in the browser of the person using it, with their own permissions. It has no server and sends no handover data to Apps 365 or anyone else.
Only a small daily check-in about the installation: tenant ID, site address, app version and licence state, with no names or content. A site owner can switch it off under Settings in Handover Pro. Licence keys are checked in the browser and never call home.
No. Nothing changes until a reviewed plan is approved and someone applies it. Access is always added for the new owner before it is removed from anyone, every change is checked afterwards, and until sealing changes can be rolled back, except check-ins and discarded check-outs, which you confirm separately.
Yes. A 14-day trial runs up to three handovers at once with every feature. Choose Free Trial in the shop and check out (there is nothing to pay), then paste your SharePoint address and your trial key is issued straight away. Each organisation can start up to three trials in any 90 days.
See Handover Pro on a real SharePoint site in 30 minutes, or try it free for 14 days on your own.