Our Journey to Insight: A Lookback

It’s hard to believe it’s been a whole year since we “JUST GOT STARTED” on our AI Journey by creating our guidelines, clarifying our stance on transparency and responsible AI use. As we look at the milestones, take stock of some of the fun we’ve had and share some lessons learned along the way.

Our AI Journey Timeline

At each stage of our journey, our momentum continued.  In the sections below, we share how our lessons learned and our vision for engineering these insights into our company and our services.

  • February 2024: Familiarize – Researching the infinite horizon.
  • April 2024: Experiment – Permission to play: Handing employees the keys to structured experimentation.

  • May 2024: Establish – Laying the groundwork by defining our core AI principles.
  • June 2024: Share & Learn – Company-wide knowledge sharing, Gemini roll-out, and weekly AI tips.

  • September 2024: Collaborate – Piloting Gemini-integrated products with Pepperdine University.

  • April 2025 and beyond: Improve – Ongoing AI journey as a Google Cloud and Workspace partner.

Click though our AI timeline below to learn more about our AI Journey

February 2024: Familiarize

Our journey into the world of Artificial Intelligence began in February 2024, when our youngest and brightest researched the AI tools and options available in today’s environment landscape and sought to Familiarize the broader company.

The AI hype was everywhere, with companies touting “outsized gains” and new tools constantly emerging. But the real challenge wasn’t the technology itself; it was integrating it effectively to boost our productivity. Standalone tools like ChatGPT existed outside our secure work environments, and the rapid evolution of AI made it difficult for a lean team like ours to choose the right solution. We needed a unified approach, not a collection of disparate apps.

That’s why we made a strategic decision to implement Gemini, Google’s AI assistant, for internal company use. Our position as a committed Google Workspace Partner made this a natural choice, building on the platform we’ve consistently leveraged to deliver forward-thinking work solutions and client support. This strategy was mirrored in our work as a Google Cloud Partner, where our weekly internal AI discovery sessions actively experimented with Gemini in Colab and BigQuery for our following pilot with Pepperdine University in September 2024. We ensured to harness AI’s practical power in our workflow, prioritizing real-world impact for our team and clients rather than chasing the hype of other GPT tools.

Google Gemini Intro Text

April 2024: Experiment

In April 2024, we flipped the switch and enabled Gemini in Google Workspace for a portion of our team. This wasn’t just a technical rollout; it was a deliberate Experiment to illuminate how AI could genuinely help us.

We actively sought feedback across the company, looking for pain points that Gemini could solve and opportunities for AI to transform our work. This invaluable process allowed leaders to hear directly from employees about their current AI usage and their visions for a more AI-powered future.

Behind the Scene: Our Experiment in Action

During our initial Gemini experiment, we saw firsthand how AI could supercharge our meetings. Gemini automatically generated notes, identified key takeaways, and summarized action items, freeing us to focus on collaboration and meaningful discussion. These successful trials are now guiding our broader company-wide deployment.

May 2024: Establish

As we deepened our understanding of AI’s potential, we also recognized the critical importance of ethical and responsible implementation. That’s why in May 2024, we Established a clear and comprehensive set of AI principles to guide our organization. These principles will help ensure a scalable and responsible rollout of AI tools to all employees.

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Behind the Scene: AI at Work

Seeking to learn from industry pioneers like Google, including their ‘Prompting 101’ guide and Google Cloud AI badge paths, we further developed our own comprehensive AI internal-use policy. Building on our established AI principles, this policy provides employees with clear, actionable guidelines for ethical and effective AI use, significantly mitigating enterprise risk.

June 2024: Share & Learn

The summer of 2024 was a pivotal period for our AI implementation. It began with an intensive Learning phase within our specialized tech team, which engaged deeply with the broader AI community to identify promising applications.

Through their dedicated experimentation, they uncovered significant insights into AI’s capabilities and, just as importantly, its practical limitations. This foundational work paved the way for a strategic, company-wide rollout. We then initiated an effort to share weekly AI tips, focusing this targeted approach on our Tax and CFOaaS divisions. This initiative consequently quickly fostered a pervasive culture of AI adoption and continuous learning across the organization.

Behind the Scene: AI at Work

Gemini is a game-changer for writing. We’re brainstorming, outlining, summarizing, and even drafting entire documents faster than ever before. Writer’s block? Not anymore!

September 2024: Collaborate

A significant milestone was reached in September 2024 through a meaningful Collaboration with Pepperdine University. Eager to extend the benefits of AI to others, we partnered with their Master of Science in Business Analytics graduate program. This collaboration involved piloting our AI-integrated, GCP-native big data analytics product, C9 Lens, which enabled us to share our practical AI knowledge and resources with the next generation of innovators.

Behind the Scene: AI at Work

April 2025: Improve

We understand that AI is a field of constant, rapid change, and we are committed to always keeping pace. As soon as our busiest tax season concluded in April 2025, C9 Digital immediately pivoted its attention to Improving and advancing our AI knowledge.

Looking ahead this summer, C9 plans to elevate our current Google Cloud partner level within the global solutions integrator program. This will further amplify our use of AI in our products and solidify our dedication to ongoing AI advancements and innovation.

Behind the Scene: Inside Next '25

It’s the proactive, continuous learning mindset that drove us to attend Google Cloud Next ’25 in Las Vegas, NV. Our colleague Chad personally invited Professor Alfonso Berumen, DBA, from Pepperdine University, a valued partner with whom we’ve collaborated for four years on enriching data science learning.

Are you ready to embark on your AI Journey?

Just like our AI journey at Cloud9, the possibilities are vast and the potential for transformation is immense. Whether you’re curious about integrating AI into your internal processes or exploring how it can revolutionize your products and services, we encourage you to take that first step. Reach out to our team to learn more about our experiences, our insights, and how we can help you navigate the exciting world of artificial intelligence. Let’s explore the “what ifs” together and turn them into your own “wow!” moments.

Cloud9 Advisory, Inc is a Google Workspace authorized reseller and deployment partner helping organizations at each phase of  their journey to the future of work. A future where work is more flexible, time is more precious, and collaboration is more inclusive.