Turning Vision into Action: Congruex’s AI Procurement Transformation

In a recent SIG webinar, David Hurtado, Interim Division President of Construction Services at Congruex, spoke with Taylor Gooding, Solutions Consultant at Levelpath, to discuss Congruex’s AI procurement transformation. The discussion highlighted how data discipline, cross-functional alignment, and partnership with Levelpath shaped a roadmap for them to turn their vision into measurable results. 

David shared how Congruex’s procurement evolution is grounded in fundamentals that matter most: visibility, spend control, and executive alignment. The conversation emphasized that transformation does not begin with technology. It begins with readiness, partnership, and a shared commitment to making procurement delightful. For leaders navigating procurement transformation, Congruex’s journey offers a clear roadmap for aligning data, process, and AI.

Congruex operates across multiple business units, including engineering, construction, and operations. Each unit had its own way of managing sourcing and spend. As the company grew, procurement processes became fragmented and difficult to track. Before working with Levelpath, teams lacked consistent visibility across requests and approvals.

David explained why Levelpath’s unified platform helped them to manage these different units. “We needed a way to connect the dots across all of our business units,” he said. “Levelpath gave us that visibility.”

With Levelpath, Congruex was able to unify its procurement operations within one modern platform. The results were faster cycle times, simplified approvals, and a more transparent view of spend. Procurement became an enabler of strategic growth rather than a reactive service function.

Taylor noted that Congruex’s journey reflects what many organizations experience when beginning their AI procurement transformation. The process starts with streamlining and modernization, but the long-term impact comes from empowering teams through connected workflows, clean data, and actionable insights.

David outlined what he considers the three pillars of successful transformation: data management, spend analytics, and executive alignment. He believes these elements are essential to unlocking procurement’s full strategic potential.

“In terms of strategic sourcing, there are two things that I would really like to talk about there,” he said. “And really, that is data management and spend analytics. You have to have data management and spend analytics in order to create the differentiation for your organization.”

David emphasized that data quality is at the center of AI procurement transformation. “AI uses data to learn. You really need to understand how your data is oriented, and whether or not it is clean and ready for consumption.”

He added that executive alignment is equally important. “It does not matter if you can process PRs in two days if you are just speeding things along that are not contributing to the company.”

By combining these three elements, Congruex created a foundation that enables intelligent sourcing decisions, accurate reporting, and measurable value. The company’s approach demonstrates that AI procurement transformation is not about automating existing processes. It is about redefining how procurement contributes to business success.

Throughout the discussion, both David and Taylor emphasized that Congruex’s success is rooted in collaboration. The partnership between Congruex and Levelpath extends beyond platform implementation to continuous improvement and innovation.

“What we have built with Levelpath is not only a platform. It is a relationship where we keep improving together,” David said.

Taylor added that the strength of this partnership reflects Levelpath’s commitment to obsessing over the customer. Customer relationships are central to Levelpath’s product evolution. By working closely with customers such as Congruex, Levelpath ensures that each capability supports real-world needs and contributes to long-term transformation.

This shared commitment to progress has helped Congruex strengthen operational efficiency, improve procurement visibility, and prepare its teams for the next phase of AI procurement transformation.

As the discussion concluded, the speakers reflected on the future of procurement when data, technology, and people align. AI is no longer an abstract concept. It is an essential driver of better decision-making, improved visibility, and proactive business management.

David noted that the differentiator for organizations pursuing AI procurement transformation is not technology alone, but the discipline behind it. Clean data, measurable insights, and executive commitment determine whether transformation creates value that lasts.

Congruex’s story captures what happens when vision becomes action. Through collaboration with Levelpath, the company established a data-driven procurement model designed for scale, visibility, and lasting impact.

As more organizations pursue AI procurement transformation, Congruex’s journey demonstrates the importance of clarity, alignment, and partnership in achieving sustainable results.

At Levelpath, we focus on improving procurement impact by making teams more efficient with AI-native tools so they can operate with clarity, speed, and flexibility. Request a demo today or join one of our monthly sessions to see how we can help make procurement a delight.

–Rose