Established in 1984, JBP PR has become one the UK’s leading independent PR agencies. The award-winning agency employs 30 specialists in London, Birmingham, Bristol and Cardiff.
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.”
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.”
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