Our Consultation Process Provides A Roadmap for Success

At the core of our consultation process is our trained product specialists who will work with you throughout the project. Convergent Solutions’ team is experienced, averaging 28 years of tenure with our organization so they have seen many business environments and solved many of the issues that arise.

Your communication system needs to work for your business’ specific goals. Our customer-focused process makes sure your system and implementation are aligned with your business needs.

Consult and Design

Discovery- Our consultation process begins with a discovery session. This step provides an opportunity for our team to learn about your business’s unique communication objectives including future needs, current challenges and your existing technology environment. The foundation of a communication solution is a proper understanding of how your business functions.

Design- Our staff will work to select and design a system that best meets the objectives outlined in the discovery session. A properly designed system should utilize the most appropriate technology for your business, existing or new.

Review and Hand-off

Solution Design Review – This step in the road map provides an opportunity to review project objectives and align them with our system designs. Our staff will work to educate you on the technologies that are available and which were selected in our design to meet your communications objectives.

Scope Review – We openly discuss the best installation options for you. Experience shows that successful projects are based on a clear understating of responsibilities and good communication. A project scope review provides an opportunity to discuss how you would like to define Convergent Solutions role in the project. Convergent Solutions can provide an entire project scope or supplement your internal staff. We take anything and everything into account – budget, business type, and size and goals so that we define a project scope and budget that fits.

Hand-off – When we meet your objectives, its time to move to project implementation. Our staff will transition the project to our operations group for implementation

Project Management

A Convergent Solutions Project Manager will coordinate all aspects of your project, assuring that all aspects executed will, on time and on budget.
In-Scope Vendor Management – We work with you to identify vendors that need to be involved in the process so that your communication system integrates well with other systems. Often aligning stakeholders in a project is one of the most challenging aspects of a successful implementation. This is where our staff experience helps!

Data Collection

Most companies do not manage their phone system database on a daily basis. Understanding what your current system does and what you want out of the new system is directly tied to proper data collection. Our data collection process is designed to build a proper database for your new system.

Complete System Integration

If you choose to take advantage of our implementation services the entire implementation process will be completed by Convergent Solutions staff. If we are interconnecting to other systems, we will work with the appropriate stakeholders to complete the process.

Onsite Tech

Our consultation process includes onsite implementation services. Although remote installation is available, having an onsite technical resource provides a high touch experience and typically provides a smoother transition.

Onsite Training

We provide a complete program of instruction on the use of your new communication system for your selected team. On-site training provides a high touch end-user experience that includes training on a fully functional non-production system prior to system conversion. We provide custom training on features that were selected during the database gathering process.

Flexible Support Plan

We understand that each business has different needs, so we design a support program to fit you. Manufacturer Compliance – All support plans are designed to include a customer commitment to maintaining the manufacturer’s required software levels.

Onsite Support

Ongoing system support can look very different based on customer needs. Onsite technical support provides a high touch local technician dispatched to support system maintenance, changes, additions, and troubleshooting.

Remote Support Available

Remote support allows Convergent Solutions technicians to respond remotely with a low touch technical response. Remote support is very popular for customers that use Convergent Solutions to perform simple system programming changes and maintenance.


    “As we landed in the Covid crisis the ability to create a distributed office with 100 people working from home was critical to maintaining our presence and relevance with the customer.”

    Chris Kliefoth | Owner | Nationwide Industries

    "Convergent Solutions is a great company to work with. They are on top of the latest technologies in business communication and help us get the most out of our technologies. Convergent Solutions is helping us transform the way we communicate with our remote sites and with our customers. They have exceptional personnel who go the extra mile to make sure everything is done correctly the first time."

    Matt Zignego | Zignego Ready Mix

    "FROM START TO FINISH YOU GUYS KNOCKED IT OUT

    You were at my door instantly to evaluate and offer the best solution for my business. My upgrade was unique and required many changes, but the communication and control of the whole process made me find comfort knowing it was handled. Your support, remote capabilities, employee knowledge, and ability to comprehend every aspect of this digital world really made this experience way better than I had anticipated."

    Ron Oetzel | IT & Network Admin | Morrison Auto Recyling Inc.

    "They checked all the boxes. Avaya and Convergent brought to the table a flexible, scalable solution for Accunet that may not have been possible with any other vendor. The response and servicing from our partners at Convergent has been extremely beneficial. As an authorized Avaya partner, Convergent Solutions utilized their relationships and expertise in a critical moment."

    Chuck Aumann | IT Manager | Accunet Mortgage, LLC

    "After a horrific experience with a previous vendor, Convergent stepped in and not only corrected many mistakes, they improved our connectivity and ease of use. Over the years they’ve recommended products which have made our office building work more efficiently with fantastic return on investment. We’d highly endorse Troy and Convergent for all your communication needs!"

    Marejo Ramsey | VIP Executive Center

    "I have been a telecommunication customer of Convergent Solutions for almost 20 years and during that time they have supported my company’s multiple needs. We have implemented call groups, multiple locations, upgrades as well as IP and Softphone technology. Great leaders in this every changing environment. Troy Thompson has also been my single point of contact over that entire period. We as a company have grown over the years and Convergent Solutions is an excellent partner to provide support, solutions, ideas and products to assist with that growth."

    David Guse | VP & Data Protection Officer | M&IW

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