Southern California Geotechnical’s Transformation from Manual Processes to Aldoa’s Cloud-Based Platform

Overview

Southern California Geotechnical (SoCalGeo) is a leading geotechnical engineering and testing firm operating across California. For decades, the team relied on manual processes including pen, paper, and spreadsheets to manage field data, reporting, and billing. Aldoa partnered closely with SoCalGeo to modernize these workflows, delivering a cloud-based solution tailored to their specific field and reporting needs.

The Challenge

SoCalGeo’s manual workflows created several operational challenges:

• Field Data Collection: Field data captured on clipboards and notebooks required time-intensive transcription back at the office and was prone to human error.
• Delayed Reporting: Office staff manually compiled technical reports from multiple data sources, slowing turnaround times and increasing the risk of inconsistencies.
• Time Tracking & Billing: Billing depended on hand-entered timesheets and disconnected systems, leading to delays, limited visibility, and potential inaccuracies.

SoCalGeo needed a modern, integrated system that could digitize these workflows while preserving their established engineering procedures.

The Solution

Aldoa implemented a cloud-based platform designed in close collaboration with the SoCalGeo team, replacing manual processes with a streamlined digital workflow.

1. Field Data Collection

Aldoa digitized SoCalGeo’s field workflows using mobile-friendly forms and intuitive interfaces. Field staff now capture site data directly on tablets, smartphones, or laptops, with information syncing in real time to the office. This eliminated manual transcription, reduced errors, and ensured complete, accurate records.

2. Automated Technical Report Generation

By connecting structured field data directly to Aldoa’s reporting engine, SoCalGeo can now generate technical reports automatically. Reports are created using consistent formats and approved data, saving hours of manual formatting and review time.

3. Integrated Time Tracking & Billing

By consolidating time tracking and billing into one platform:

• Engineers log hours directly in Aldoa.
• Billing is generated from project activity.
• Invoices align accurately with field work performed.

This improved transparency, reduced administrative effort, and increased billing accuracy.

“Aldoa really opened our eyes to the possibility of using a digital system for our daily field reports and plans.  We are grateful for their help in modernizing our reporting workflows.” - Gregory Mitchell, PE, GE., Principal Engineer

Results & Benefits

Additional tangible benefits include:

• Efficiency: Up to 70% time savings.
• Accuracy & Compliance: Improved data integrity and reporting reliability.
• Scalability: Growth-ready infrastructure with remote access and mobile support.
• Operational Agility: The ability to iterate workflows as projects evolve.

The Aldoa Collaboration

Aldoa’s success with SoCalGeo was driven by a close, collaborative partnership. The Aldoa team worked directly with principal engineers, field engineers, and technicians to ensure each digital tool reflected real-world workflows.

This hands-on, consultative approach resulted in a system that felt intuitive from day one and aligned with how SoCalGeo actually operates in the field and office.

With Aldoa, SoCalGeo successfully transitioned from manual processes to a modern, integrated digital solution. By streamlining field data collection, reporting, and billing, the firm has unlocked greater efficiency, accuracy, and readiness for future growth, while significantly reducing administrative overhead.