How Newf Works
Advisory-led. Software-powered. Data-informed. Media-enabled. Five phases that transform compliance from chaos to competitive advantage.
Initial assessment and architecture design
Full deployment and team activation
Evidence-ready compliance maturity
Assess: We Map Your Compliance Landscape
Newf Advisory conducts a comprehensive risk and regulatory assessment. Gaps identified. Redundancies spotted. We analyze your current state: What tools do you use? Where are the manual bottlenecks? What evidence can't you produce on demand?
What We Deliver:
- •Compliance gap analysis (specific regulations mapped to your operations)
- •Current tool inventory and workflow documentation
- •Risk prioritization matrix (what to fix first and why)
- •Evidence readiness score (can you satisfy an audit today?)
Industry-Specific Context: Healthcare? We map HIPAA requirements and business associate risks. Insurance? COI and FROI obligations. Construction? ADA and OSHA needs. Government? FedRAMP or CMMC pathways. Every assessment customized to your regulatory reality.
Architect: We Design Your Integrated System
We architect a custom compliance setup using AlignSure modules, Newf Data feeds, and Microsoft 365 integration. Built for your specific regulatory obligations and existing workflows. No rip-and-replace. No platform adoption disruption.
Architecture Components:
- •Microsoft 365 mapping (SharePoint for documents, Outlook for tasks, Teams for workflows)
- •AlignSure module selection (FROI, COI, ADA, HIPAA BAA based on your needs)
- •Regulatory data feed configuration (automated policy updates from Newf Data)
- •User role design (who approves what, who sees what evidence)
- •Integration architecture diagram (how data flows between systems)
Example: Healthcare providers get BAA management integrated with SharePoint. Insurance agencies get COI tracking with Outlook reminders. Construction firms get contractor compliance workflows in Teams. Everything fits your organizational structure.
Activate: We Deploy Evidence-Ready Operations
Your team starts generating underwriter-ready documentation automatically. Policy update? Captured. Training completion? Logged. Control verification? Documented. All part of a defensible audit trail. This is where compliance shifts from checkbox exercise to operational reality.
Deployment Milestones:
- •Week 1: AlignSure deployed to Microsoft 365 tenant (minimal disruption)
- •Week 2: Team training on workflows (Outlook tasks, Teams approvals, SharePoint evidence)
- •Week 3: First compliance workflows go live (real documentation begins)
- •Week 4: Full operational rollout (all modules active, audit trails running)
Integration Example: Outlook calendars get compliance tasks. Teams channels handle approval workflows. SharePoint organizes evidence. OneDrive syncs for mobile access. Your team works in familiar tools—compliance just happens.
Advance: We Continuously Improve Your Posture
Through Newf Studios training and ongoing advisory support, your compliance maturity grows. Risk management shifts from reactive firefighting to proactive strategy. This is where compliance becomes competitive advantage.
Continuous Improvement Program:
- •Quarterly reviews with your advisor (identify optimization opportunities)
- •Regulatory change monitoring (Newf Data updates your AlignSure workflows automatically)
- •Team capability building (Newf Studios courses on HIPAA, SOX, FedRAMP, etc.)
- •Compliance maturity benchmarking (how do you compare to industry peers?)
Scaling Example: Organization grows? The system scales. New regulations? Workflows update automatically. Team turnover? Training content keeps institutional knowledge. This is sustainable compliance.
Adapt: We Evolve With Your Organization
As your business changes—new markets, acquisitions, expanded services, changing regulations—your compliance system adapts. Advisory guidance ensures your architecture stays aligned with business strategy. Software updates automatically. Data feeds reflect regulatory reality.
Adaptive Capabilities:
- •Business expansion support (new states, new services, new compliance obligations)
- •M&A integration (acquire a company? We integrate their compliance into your system)
- •Regulatory change response (new laws? We update workflows and train your team)
- •Technology evolution (Microsoft 365 updates? We ensure compatibility)
Long-Term Partnership: This isn't a one-time implementation. It's an ongoing relationship where your compliance system grows with your organization. Advisory strategy. Software automation. Regulatory intelligence. Team training. All integrated. All evolving.
Customer Success Stories
Multi-Specialty Practice Group
"Before Newf, we couldn't prove HIPAA compliance to our E&O carrier. Manual tracking, scattered documents, no audit trail. After 60 days with AlignSure, we exported underwriter-ready documentation showing every BAA, training completion, and policy update—with timestamps."
Result:
- • 22% reduction in E&O insurance premium
- • Zero findings in OCR audit
- • 85% faster BAA management
Workers' Comp Agency
"FROI reporting was killing us. Manual data entry, missed deadlines, compliance fines. Newf Advisory designed custom workflows in AlignSure that automated 80% of FROI documentation. Now we submit on time, every time."
Result:
- • $145K annual savings in labor costs
- • Zero compliance fines in 18 months
- • 92% reduction in FROI preparation time
Commercial General Contractor
"Subcontractor COI tracking was a nightmare. Expired certificates, missed renewals, contract delays. AlignSure automated COI validation—Outlook reminders 30 days before expiration, automated approval workflows in Teams."
Result:
- • 40% faster contract approvals
- • 95% COI compliance rate (up from 62%)
- • $280K avoided exposure from expired certificates
Regional Investment Advisor
"SOX 404 compliance documentation was manual hell. Newf Advisory architected evidence-ready workflows in AlignSure— every control test documented, every exception tracked, every remediation logged. Our external auditors had nothing to find."
Result:
- • 70% reduction in audit preparation time
- • Zero material weaknesses identified
- • $95K savings in external audit fees
How AlignSure Integrates With Microsoft 365
SharePoint: Evidence Repository
All compliance documentation (policies, BAAs, training records, audit trails) stored in SharePoint libraries. Version control, access permissions, search capabilities—all native to SharePoint.
Outlook: Task Management
Compliance tasks appear in Outlook calendars. BAA renewal due? Calendar reminder. Training required? Task notification. Control test scheduled? Calendar event. Your team stays on track without learning new tools.
Teams: Workflow Automation
Approval workflows run in Teams channels. New policy needs review? Teams notification. Vendor BAA requires signature? Teams approval request. Exception needs escalation? Teams workflow handles it.
OneDrive: Mobile Access
Compliance evidence syncs to OneDrive for mobile access. Auditor needs documentation? Export from phone. Executive needs risk dashboard? View on tablet. Evidence travels with your team.
Power BI: Analytics Dashboard
Compliance KPIs visualized in Power BI. BAA compliance rate. Training completion percentage. Control effectiveness scores. Risk trend analysis. Executive dashboards that tell the compliance story.
No rip-and-replace. No platform adoption disruption. AlignSure extends Microsoft 365—it doesn't replace it.
Implementation FAQ
How long does implementation typically take?
Most organizations are fully operational within 30-60 days. Week 1-2: Assessment and architecture. Week 3-4: AlignSure deployment and training. Week 5-8: Full rollout and optimization. Timeline varies based on organizational complexity and regulatory obligations.
Do we need to change our existing tools?
No. AlignSure integrates with Microsoft 365—the tools your team already uses. SharePoint, Outlook, Teams, OneDrive remain unchanged. We add compliance capabilities without platform disruption. Your team continues working in familiar environments.
What level of training is required?
Minimal. Because AlignSure works within Microsoft 365, your team already knows the interface. We provide 2-4 hours of role-based training on compliance workflows. Newf Studios offers optional deep-dive courses on specific frameworks (HIPAA, SOX, FedRAMP, etc.).
How do you handle regulatory changes?
Newf Data monitors regulatory changes and automatically updates AlignSure workflows. When HIPAA guidance changes, your BAA templates update. When SOX requirements evolve, control tests adjust. Advisory reviews ensure your system stays current without manual policy maintenance.
What if we're already using other compliance tools?
We assess your current tools during Phase 1 (Assess). If existing tools provide value, we integrate them. If they're redundant or ineffective, we replace them with AlignSure modules. The goal is optimal compliance architecture—not vendor lock-in.
Can we start with one module and expand later?
Absolutely. Many customers start with one critical compliance area (HIPAA BAAs, COI tracking, FROI reporting) and expand to additional modules as they see ROI. AlignSure architecture supports modular deployment. Add capabilities as compliance maturity grows.
What happens if we outgrow the system?
AlignSure scales with your organization. 50 employees or 5,000— the architecture adapts. New locations? Add them. New business units? Configure them. M&A activity? We integrate acquired companies. Advisory support ensures your compliance system evolves with business strategy.
How do you measure success?
Quantifiable business outcomes. Reduced insurance premiums. Faster deal cycles. Lower audit costs. Zero compliance fines. Improved audit findings. We track ROI metrics and provide quarterly reports showing compliance maturity improvement and financial impact.
Ready to Get Started?
Schedule a consultation. We'll show you how this process applies to your specific situation. Assessment is free. Architecture proposals are customized. Implementation timelines are realistic.
Talk to an Advisor