Mastering Easy Purchase Order Creation for Effective Procurement

Andy Mellor – The Truth About Fractional CFOs

In this episode, James Kennedy sits down with UK-based portfolio CFO Andy Mellor, founder of Summit17, to tackle a controversial question: what actually makes a “real” fractional CFO? Drawing on Andy’s journey from big corporate finance to PE-backed gym chains and nursery groups, through to running his own packed portfolio practice, they unpack how to separate serious CFOs from title-only pretenders, why great financial models should drive day-to-day decisions (not gather dust in Excel), and how fractional CFOs can build real equity instead of just selling hours. Along the way, Andy shares a live MBO case study where a retiring partner was bought out without private equity and how smart forecasting and cash planning made it possible.

Darren Cherry – The Exit Planning Blueprint

In this episode, James Kennedy talks with Darren Cherry, Partner at FocusCFO and leader of the firm’s Exit Planning practice, about building a business that thrives without the owner. Darren explains the three reasons companies bring in a fractional CFO, why exits take 12-18 months (minimum), and how to grow value (not just income) by reducing owner dependency, tightening approvals, and installing metrics that drive behavior. He also shares a turnaround story from industrial manufacturing and the mindset entrepreneurs need to scale and sell.

Keith Wright – 90% of Businesses Leave Money on the Table

In this episode, James Kennedy sits down with Keith Wright – procurement leader, author, and founder of K Wright Consultancy – to unpack how professional procurement creates durable profit, not just cheaper prices. They explore Keith’s ACE method (Analyze → Create → Execute), why execution failures destroy value, and practical ways SMEs can uncover 5–6% cost-of-goods savings in weeks. Keith also lifts the lid on his “Profit Booster” scorecard, supplier consolidation tactics, and how to manage cost-price inflation without eroding margin.

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SUPPLIER MANAGEMENT

Simple Purchase Order Creation

Team members can create a purchase request in minutes

The days of using a purchase order book or excel to manage purchasing are over.

Team members can easily create a purchase request in minutes.

Standardized POs

Every person looks at the form sees the same information, reducing the chances of mistakes and errors.

Record Keeping

Track the full history of individual POs and even add custom notes to reflect any updates or extra information, all from within our app.

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