How MX Holdings Stood Up Procurement From Scratch Across a 50 Year Old Business

Building Procurement From the Ground Up

MX Holdings is a 50-year-old business with multiple operating units across its portfolio. Despite five decades of operating history, the company had never built a centralized procurement function. There was no central contract repository, no standardized intake process, and no unified system for managing supplier relationships across the business units.

Andrew Dickerson, Senior Procurement Manager at MX Holdings, joined to change that. His mandate was to stand up procurement for the first time, design intake workflows that would route work to the right stakeholders, and get the business ahead of contract renewals that had previously been managed reactively. Rather than building infrastructure on top of legacy tooling, Dickerson selected Levelpath as the platform from day one.

The Challenge: A 50-Year-Old Business With No Procurement Foundation

The challenges MX Holdings faced were structural rather than tactical. Without a central contract repository, contract data lived where individual managers had stored it: drives, email folders, and sometimes paper. Renewals surfaced when they happened, not when they could be planned for. Without a procurement intake workflow, sourcing decisions happened locally, often without procurement involvement and sometimes without coordination across business units that might have benefited from joint negotiation.

For a holding company with multiple business units, the absence of procurement infrastructure meant that buying power was fragmented and contract risk was diffuse. Dickerson needed to build the function, not optimize an existing one, and he needed a platform that could deliver value while the function was being designed rather than after.

Why MX Holdings Chose Levelpath

Levelpath's flexibility made it the right choice for a company without an existing procurement system. The platform's intake experience could be configured to MX Holdings' specific workflow without forcing the team to inherit assumptions from a procurement playbook that did not match its operating model. The contract repository gave Dickerson a way to centralize agreements as they were located and migrated, building the system of record over time.

Most importantly, the AI-native architecture meant that a single procurement manager could deliver outcomes that would otherwise require a larger team. AI absorbs the analytical work of supplier evaluation and contract review, allowing Dickerson to operate as the function rather than as a team lead.

Custom Intake Workflows and Automated Routing

With Levelpath, MX Holdings built custom intake workflows that route work to the right stakeholders automatically. Each request triggers the appropriate approval path based on category, business unit, and spend threshold. What had been ad hoc communication is now systematic.

Dickerson described the impact on engagement across the business: "Levelpath is allowing us to engage with all of our users in a meaningful way to organize our work." The platform gives MX Holdings' business units a clear way to interact with the new procurement function, lowering the friction of engagement and increasing the volume of work that flows through procurement rather than around it.

Getting Ahead of Contract Renewals

One of the most valuable shifts has been in contract management. With contracts centralized in Levelpath, MX Holdings can now see renewal dates well in advance and plan negotiation strategies rather than reacting to expirations. The platform's automated alerts ensure that renewals are visible to procurement before they reach the auto-renewal trigger point, giving Dickerson the time to evaluate alternatives or renegotiate terms.

Looking Ahead

MX Holdings' procurement function is still early in its journey, but the foundation is in place. With Levelpath as the system of record, Dickerson can now expand into deeper category strategies, supplier consolidation across business units, and the kind of analytical work that returns disproportionate value once the basics are working.

For a 50-year-old business standing up procurement for the first time, the choice of platform matters more than it would for a more mature function. Levelpath gave MX Holdings the infrastructure of a much larger procurement organization, in a form designed for a single procurement leader to operate at scale.