1. SYNERGIST USER STORY
JBP PR
Established in 1984, JBP PR has become one the UK’s leading
independent PR agencies. The award-winning agency employs 30
specialists in London, Bristol, Birmingham and Cardiff
The challenge The result
“I would certainly
recommend
Synergist to other
PR companies,
as it has a level
of flexibility and
capability that
is unmatched by
other systems on
the market.”
30-strong PR agency with stakeholder, planning consultation,
parliamentary affairs, B2B and B2C expertise
With a wide diversity of specialisms,
from reputation management,
parliamentary affairs and planning to
B2B, stakeholder communication and
consumer PR, JBP needed a management
system to ensure accuracy, work tracking,
scheduling, campaign progress and
reporting for the business and its many
clients.”
Liam Herbert is the Director in charge of
operations for the company. “When we
started the business it was reasonably
practical to rely on spreadsheet-
based reporting for time management
and accounting. “However, this soon
proved to be both time consuming and
complex to operate, with a great deal of
management time being taken to format
documents to get appropriate reports on
the business, and to generate
the necessary invoices and
progress documents
required.”
Liam said, “We made the decision to
invest in a full agency management
system and reviewed a number of
possible off-the-shelf solutions. Only one
package met all our requirements and
appeared to cater for the more specific
needs of the PR industry.
“Since installation we have been able
to pull together consistently accurate
information for job reporting, which has
resulted in far better control of both our
time and resources.
“Forecasting has become much
easier and the resultant management
information considerably more accurate
than ever before.
“Synergist has enabled us to identify
spending in areas where we previously
lacked information, such as new business
activity.”
“The system has highlighted and helped
prevent over-servicing on certain
accounts.”

2. SYNERGIST USER STORY (continued)
JBP PR
Results
Liam continued, “We have found that
management reports and invoicing are far more
consistent and simpler to generate at month end,
enabling more effective planning and resource
management.”
“Synergist has had another excellent benefit. It
has placed account administration control in the
hands of those people that directly manage the
business. This has had the highly beneficial effect
of raising commercial awareness among the client
management team.”
Liam summarised, “Good agency systems are
critical to ensure you maintain, control and create
consistent, comparable records, which can help
identify issues before they become problems.
“As with all systems Synergist relies on good
data entry. Fortunately the time management
and job control screens are easy to assimilate
and very practical to use on a daily basis, though
inevitably there were a few detractors at the
outset! However, even they soon saw the benefit
when job scheduling and resource management
became so much easier.
“I would certainly recommend Synergist to other
PR companies, as it has a level of flexibility and
capability that is unmatched by other systems on
the market.”
“This has had the highly
beneficial effect of raising
commercial awareness among
the client management team.”
www.synergist.co.uk
01625 572 690
Implementation and consultation by
www.theagencyworks.co.uk
01455 553 246