Building AI into the way the firm operates

Case study

Building AI into the way the firm operates

Organization
Cloud Nine Nonprofit Advisors
Sector
Nonprofit advisory
Place
Miami
Year
2026
Program
AI leadership advisory

A company-wide engagement supporting Cloud 9 as it integrated AI into its operations. The work included redesigning core workflows and establishing an operating model the firm could continue to develop internally. The engagement also helped create the foundation for a new AI service offering for its nonprofit clients.

Cloud Nine Nonprofit Advisors engaged Leaders of the Future to support the founder and executive leadership team as it moved from individual AI experimentation toward a more structured, company-wide approach.

The engagement began by understanding how work was being carried out across the firm and where AI could make a meaningful difference.

From there, priority workflows were redesigned and a practical operating model was established that Cloud Nine could own and continue developing internally.

The work also extended beyond internal adoption. As Cloud Nine developed its own experience and capabilities, the firm created a new AI service offering for the nonprofit organizations it serves.

The engagement resulted in

  • A company-wide approach for integrating AI into everyday work
  • Redesigned workflows supported by a practical operating model
  • The foundation for a new AI service offering for nonprofit clients

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