
What Differentiates Converge
Connect vs. Engage. What 2020/2021 have taught us all is that simply connecting to stakeholders is not enough. Converge is a completely different approach—it is designed for simultaneous and anonymous response to critical questions around strategy, brand, culture, values, organizational purpose and market messages. It allows you to really engage participants to draw out critical experiences and insights that will be essential in your consulting. Most sessions are 25-75 participants, a mix of open qualitative questions and quantitative assessments, conducted in 60-90 minutes and guided by a facilitator.
Feature Highlights
Dynamic Language Translation
Run sessions in multiple languages...at the same time.
AI Text Analysis
Summarize text activities on the fly for immediate prioritization.
Easy User Interface
A key to engaging participants is having an easy, trouble free user interface and experience. Everyone wants to have their voice heard it’s just that most platforms create more noise than they do opportunity to be heard.
Wide Set of Tools
Simple brainstorming for fast idea generation. POV statements for more detail and emotional insight. The ability to summarize input and immediately prioritize it. Share media where you can show a video or ad for feedback. An integrated survey tool to mix in question types, assess different scenarios.
Built For Performance
Real engagement at the participant level means that the platform works at the speed of your mind…guided, of course, by your fingers on the keyboard. Time matters in high performance sessions, you get more from your participants both in quantity of ideas and quality of thought.
Ready for Analysis
You can immediately produce a Word/PDF deliverable as well as an Excel file for deeper analysis. Converge automatically consolidates the results of multiple common sessions. We know of no other platform that can do that.
Enterprise Security
Converge is SOC 2 Type 2 compliant -- having had an independent assessment of security safeguards covering five total trust service principles (TSPs): security, availability, processing integrity, confidentiality, and privacy. As part of the assessment, a cloud-based vendor hosts independent inspectors, provides them with documentation of controls, and allows their systems to be sampled and tested.

4 Simple Steps to a Converge Session
Create Your Session
Customize when the session will be, who will be invited and the context of the session.
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Upload a list of invitees and hit send. Converge will handle the emails, calendar invites, one-click secure login credentials and send out reminders the day of the session.
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Run the session against different groups of people to consolidate a common agenda across different geographies or demographics.
Add Your Agenda Activities
Customize the activities for your participants. The agenda becomes a roadmap to meet your clients' objectives.
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Core activities include open brainstorming, rate, select and survey. The combination of these activities creates a powerful experience for your participants.
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Session agendas can be saved as templates into your "library". Common examples include: product launch, strategic development, crisis management etc.
Let Everyone Be Heard!
At the time of your session sit back and watch the data come in. Listen to what 50 (or more) people speaking all at once sounds like.
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Participant responses are instantly seen in the results window. Open brainstorm lists, rate graphs, survey and select results all populate to paint a picture with words and data.
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Participants can join the conference call via their browser or traditional phone. Facilitators have fine tuned control over agenda flow, activity duration and overall session pace.
Analyze The Results
When the session has concluded export the data to any of the options available below:
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Once click formatted Word/PDF output.
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One click formatted Excel output in workable format.
Who is Using Converge?
Converge is being used by leading consultancies to support their client engagements across a wide set of disciplines: strategic planning, brand development and communications, organization core purpose, culture development and feedback, consumer research sessions, mission/vision/values, customer journey experiences. Take a look at some of our Converge customers and how they have even created a unique identity for the platform for their markets:
Ipsos is the 3rd largest global market research company and operates in 90 strategic markets. Ipsos is focused on research and thought leadership to provide a better understanding of relevant trends and data to better understand society, markets and people. Ipsos US Public Affairs is using Converge in its 'Ideation Exchange' offering to support key clients in strategy, stakeholder feedback and thought leadership.
Heart+Mind Strategies is based in Reston, Virginia, and is a leading consultancy in the areas of consumer insights, advocacy messaging, brand strategy, reputation management and customer journey/customer experience. Their team works with some of the largest and well known organizations in the country including Visit Las Vegas, Amazon, Google, AARP, Comcast, Intermountain Healthcare and the US Travel Association. Their implementation of the Converge platform is called the Illumination Lab (iLab) and is used with organization stakeholders (employees and executive teams), business partners, industry thought leaders and consumers and community members.
Vistra Communications is an award winning, integrated marketing, communications and consulting agency providing public relations, marketing and consulting solutions. Vistra has specific expertise in working with the unique regulatory and operational environment needs of government organizations at the Federal and State/Local levels. Government clients include the Department of Veteran Affairs, Department of Labor, US Department of Homeland Security, FEMA, the CDC and the US Department of Defense. Vistra also offers a wide range of services to corporate enterprises in brand, public relations and strategy. Their implementation of Converge is called the Vistra Virtual Lab (V-Lab).
Monigle is one of the nation’s largest independent brand consultancies and has been at the forefront of defining how brands are made and experienced since 1971. Their work spans the globe as they not only work with US based organizations but have worked in some 65 different countries and understand the unique value of a global brand. Monigle works across the spectrum of brand needs including brand architecture to journey mapping, cultural support, and brand strategy activation and management. Their client portfolio is a ‘who’s who’ of major organizations such as Synchrony Financial, Bank of America, Enterprise Rent-a-Car and the US Air Force. Their implementation of Converse is called the Monigle Co-Lab.
Paulsen helps brands reach nearly 46 million people who proudly call themselves rural Americans. Paulsen knows how to connect with the people who live and work in this part of the country, because Paulsen lives and works here. Paulsen's deep experience in agriculture, rural lifestyle, energy, education, manufacturing and other industries help brands reach rural Americans, too. Paulsen Focus.
The Advanced Strategy Center has been a leader in the facilitation of in-person and online collaboration sessions for over 25 years. Their clients range across all industries and are US as well as globally based. The Center has selected the Converge platform to be their collaboration platform of choice for a wide set of application uses in their consulting including strategic planning, development of mission/vision/values, feedback and enhancement of organizational culture and purpose, and the support of consumer market research sessions. Their implementation of Converge is called the Advanced Strategy Lab (ASL) and recent clients have included Arizona State University and Royal Caribbean.
The Purpose Institute was co-founded by Roy Spence and Haley Rushing who were originally at the GSD&M Agency in Austin, Texas and launched the Institute with the best-selling book ‘It’s Not What You Sell, It’s What You Stand For’ (subtitled ‘Why Every Extraordinary Business is Driven by Purpose’. The Institute works with major organizations—public and private—to develop a compelling and authentic Core Purpose that is based on the organization’s unique values, expertise and passion. Clients include Southwest Airlines, Walmart, Whole Foods, NBC Universal and GE Aviation. The implementation of Converge in their consulting process is call the Purpose Ideation Lab.
The Artemis Strategy Group is a market research firm focused on motivations as market drivers. They conduct market research to build effective messaging and communications programs for marketing and policy support. Artemis focuses or 4 key industry sectors: Associations and Non-Profits, Higher Education, Financial Services, and Health and Nutrition. Clients have included the US Treasury Department, North Carolina Public Education, The Georgetown University Alumni Association, the Eaton Vance Asset Management and the West Point Military Academy. Their Motivational Research approach helps clients understand the role of emotions/values. Their implementation of Converge is called the Artemis Accelerator.
Converge Use Cases
Converge is being used in the market by consultancies today to engage key stakeholders in the support of their projects and the acceleration of the impact of those projects. This is all about developing the insights to create meaningful change at the client level. Here are some recent use cases where the Converge platform has been hard at work:
Organizational Values
A large organization in the education sector used the Converge platform to help align its strategy, culture and values. Selected employees across the organization reviewed strategic opportunities, the role of the right culture to enable employee engagement, and then specifically focused on the identification and assessment of core values. Converge was used to assess the importance of the values at a personal level and also at an organizational level to achieve its strategic mission in aligning career pathways for students. 4 sessions were conducted over a one week period with exceptionally positive feedback from the participants and the executive sponsors. Participant comments: “The platform is great. Very easy to navigate and clear…I love the interactive work and seeing my colleagues’ feedback in real-time…engaging and thought provoking.”
Organizational Purpose
A major healthcare insurance provider conducted a series of Converge sessions with different stakeholders—insurance brokers, employers, current customers and prospective customers to understand what makes a company the best choice in the market today and what the company should stand for that would resonate to decision makers as well as consumers. Messages around the organization purpose were tested to determine what language and commitments would really differentiate the organization in a very crowded marketplace. Input was also gathered in a candid way on how the organization could improve in the future in terms of service delivery and support. Participant comments: “Super easy to interact. Fast. Loved the real-time results…it seems like my opinions mattered and were taken seriously…it felt like I could make my voice heard.”
Organizational Branding
A global advisory, risk management and solutions company used the Converge platform to gain insight from key organization leaders in multiple countries on the critical issue of a global rebranding. Participants described the current employee as well as client experience and then identified the current brand attributes of the organization. Participants then described the way the brand should be described in the future and provided feedback on a series of draft brand messages that had been developed. Finally, participants provided input on the implementation of the new brand and ‘telling our story’ to the market. Participants comments: “Really like the platform and format…easy to understand and collaborate…platform was a great way to run a workshop—impressed.”
Contentious Issue Feedback
A consumer session was conducted with Converge to look at how two sides of a somewhat contentious issue could find common ground and messaging. The issue was dealing with the interests of farmers in a Midwest state along with the interests of environmentalists. For the long term success of the agriculture industry in the state, there needed to be a way to understand the differences of the two groups in a respectful manner and find be able to communicate to the entire state that these two groups could support each other in a way that was beneficial to the farmers but still respect and sustain the environment. It turns out there was a great deal of interest in common and the findings will help advocate organizations communicate the common ideas. Participants also evaluated a message video to provide feedback. Participants comments: “I liked seeing all the different responses—it made me hopeful to see the level of concern and passion everyone showed…eye opening experience…quick pace and diverse participant responses.”
Market Strategy
A major oil company currently has a series of retail shops that provide a set of automotive services featuring their products. The company is interested in expanding the set of services offered. Consumers (a mix of current customers and non-customers) identified the factors that would most influence their selection of service providers as well as the range of service providers they use today. The sponsoring company was then revealed to get feedback on their brand and reputation in the market by our participants. Finally, participants then provided feedback on the idea of the company expanding their automotive services and assessed different names of the new service facility. Participant comments: “Straightforward, easy. Like the VOIP audio…it was simple and easy to get my point out there without feeling pressure…I thought it was a great wat to submit ideas.”
Readiness
One of the largest cruise lines in the industry conducted 4 converge sessions with its global HR team to assess its resource readiness and it was preparing for a full return to service after the global pandemic was subsiding. The session included an HR organization assessment of communications and processes, skills development, systems and workforce levels. Participants also focused on the current culture of the organization and envisioning an ideal workforce culture in the future. Team values were reviewed in terms of importance and execution. Finally, improvement areas for the organization were identified and assessed. The session included participants from several global regions and the results were aggregated into a final data set for analysis and actions. Participant comments: “This was a great session, I enjoyed the confidentiality of it…unique way to solicit feedback…easy, seamless process…love it!! Hope the company will do it next year.”
Request a Converge Demo
Don’t take our word for it. Experience Converge to see if it might have the impact you are looking for to support your consulting services. Schedule a 30 minute hands on demo with our team. It’s ideal to have a team of 3-5 colleagues so you do some real ideation and issue assessment and see how easy—and compelling—Converge is as a platform. Your demo will be conducted by an experienced facilitation team that can also answer the questions you may have about how to get started with Converge and how it can impact your work: