Success Stories - TAP Innovations

Dorothy Lane Market Migrates 15,987 Historical HR Documents

Imagine running a gourmet grocery chain where every detail matters from fresh produce to signature desserts yet behind the scenes, HR staff are stuck digging through decades of old employee files. That was the challenge for Dorothy Lane Market, a company known for excellence in food and customer service but slowed by a M.E.S.S (Manual Efforts & SpreadSheets) in their HR processes. Managing thousands of sensitive records like W2s, W4s, i9s, personnel files, and agreements created unnecessary risks and consumed staff time that could have been better spent supporting employees. They needed a way to securely move all their legacy documents from ADP into Paycor without manual hassles or compliance risks. TAP Innovations deployed its proprietary Historical Document Migration Solution™, ensuring a secure, automated transfer of 15,987 records. The solution delivered speed, accuracy, and peace of mind by safeguarding employee data throughout the migration process. “Great work! So happy to work with the team and looking forward to working together in the future again.” - Director of Human Resources, Dorothy Lane Market

Multi Location Automotive Retail Group Migrates 24,000+ Historical HR Documents

What happens when a rapidly expanding automotive retail organization needs to change HR systems without losing access to critical employee history? For a multi location automotive retail group operating dozens of dealerships across several states, the answer was pressure, urgency, and risk. More than 24,000 historical employee documents including W2s, W4s, I 9s, payroll records, and onboarding agreements were locked inside a legacy HCM platform that was being retired. Manual downloads would have taken months and introduced compliance concerns across sales, service, and corporate teams. TAP Innovations deployed its Historical Document Migration Solution™, powered by automation, to securely extract, stage, and migrate all employee documents into the organization’s new HCM environment without disrupting day to day dealership operations. ""- Director of Operations, multi location automotive retail group

Coastal Medical Integrates Paycor with ESO

Picture yourself trying to fix the same error again… Coastal Medical, a Massachusetts-based healthcare organization, offers a wide range of primary and specialty care services. With more than 250 employees and a mission rooted in accessible, patient-centered care, they needed their internal operations to match the efficiency they deliver to patients. Their teams were spending valuable hours correcting time-tracking and payroll inconsistencies. Manually moving data between systems led to errors in shift differentials, bonuses, and time punches, each one affecting employee pay and satisfaction. TAP Innovations stepped in. Through a two-part integration between ESO and Paycor, TAP automated time-data syncing and demographic updates with logic that handles shift rules, bonuses, and payroll codes, all with daily processing and smart error alerts. “We’ve never had time data flow this cleanly. TAP made a complicated process simple, and it’s made a real impact.” People Operations Specialist, Coastal Medical

Good Type Migrates 4,017 Historical HR Documents

Ever tried managing thousands of critical HR files while racing against a hard deadline? That was the reality for Good Type Inc., a Texas-based creative agency known for its innovative typography and design work. Facing the shutdown of their iSolved legacy system, the team had just weeks to secure 4,017 employee files before losing access. The challenge created a M.E.S.S (Manual Efforts & SpreadSheets) that no creative studio should have to handle alone. TAP Innovations delivered its secure Historical Document Migration Solution™, engaging a dedicated team to manually extract and organize every document. Files for both active employees and 2022 terminations were downloaded from iSolved, securely staged in Azure storage, and prepared for upload into Paycor. TAP’s structured process eliminated chaos, safeguarded compliance, and gave Good Type confidence in the accuracy of their HR history. “You guys are doing great, I give you a 5! I have been kept informed the whole way and I’m glad you are helping it would not have been fun doing it ourselves.”- Director of Operations, Good Type Inc.

Viyu Network Solutions Integrates MSP Billing Automation with Custom Systems

Billing delays can drain more than just revenue...they strain teams and stunt growth. For Viyu Network Solutions, a Texas-based provider of IT infrastructure and managed services, billing inefficiencies were slowing down their ability to serve clients and scale operations. As a trusted name in IT support, cybersecurity, and infrastructure management, they needed a solution that could simplify complex quoting and billing workflows. TAP Innovations tackled it. Through a discovery and design engagement, we evaluated their current processes and laid the foundation for automating billing operations using their existing systems. “TAP has been instrumental in transforming the way we manage billing. The automation has allowed us to serve clients faster and focus on growth without getting bogged down by administrative tasks.” – VP of Operations, Viyu Network Solutions

South Cord Management Migrates 1,200 Historical HR Documents

Imagine trying to manage properties without reliable access to your own employee records. That was the reality for South Cord Management as they prepared to transition from Paychex to Venture. With thousands of HR documents tied up in an outgoing system, their small team faced a M.E.S.S (Manual Efforts & SpreadSheets) that threatened compliance and wasted valuable time. TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the transfer of 1,200 employee files. From W2s and I-9s to personnel files and agreements, TAP eliminated the need for manual re-entry, ensuring every document landed safely in Venture accurate, secure, and on time. “TAP Innovations handled the heavy lifting, making the entire migration process smooth and worry-free.” – Authorized Representative, South Cord Management

Goldfarb Properties Integrates Paycor with Yardi

If time is money, Goldfarb Properties was spending too much of both. This real estate management firm, with 14 locations across New York, New Jersey, and Florida, faced a repetitive and time-consuming task every month. Two employees dedicated two full days to converting payroll journal data from their Paycor Human Resources platform into a format suitable for their financial system, Yardi. That kind of manual effort is all too familiar in real estate, where financial precision matters and data flows between systems are often anything but simple. TAP Innovations fixed that. By connecting Paycor to Yardi through automated integration, TAP turned a multiday process into a streamlined weekly task, saving valuable time and reducing error risk. “Now our payroll data flows into Yardi without the back-and-forth. It's a win for finance and operations.” – CFO, Goldfarb Properties

MLR Tribal Solutions Finds Healthcare Staffing Solution

In healthcare and tribal government work, every hour saved on back-office tasks means more time to focus on communities. For MLR Tribal Solutions, managing medical claims data entry across multiple tribal entities was a heavy lift that strained internal resources. The leadership team needed a staffing approach that could bring speed, scale, and skill without the burden of long onboarding cycles. MLR Tribal Solutions is based in Texas and serves tribal organizations nationwide. With projects spanning healthcare, government, and managed services, they faced growing pressure to process claims efficiently. The need for dedicated, secure, and skilled support was critical to maintaining compliance and service delivery. TAP’s Global 'Gig Economy' People Model™ stepped in with a people-first solution. By assigning skilled resources, setting up secure environments, and supporting real-time collaboration, TAP ensured the right talent was in place from day one. The combination of speed, trust, and expertise helped MLR clear bottlenecks while staying focused on strategic goals. "TAP gave us the flexibility and confidence we needed to keep projects moving without missing a beat.” - MLR Tribal Solutions, VP Sales

Hestia Home Services Advances with Automated Buildertrend Reporting & Analytics

In the home renovation and remodeling industry, every detail matters. For Hestia Home Services, a construction company serving the western United States with 24 locations and a talented team, reporting was becoming a daily roadblock. Their reliance on M.E.S.S (Manual Efforts & SpreadSheets) caused delays in pulling together sales and project performance data, which limited visibility and slowed leadership’s ability to respond quickly. Limited system reporting created a ripple effect across teams, impacting both decision-making and client engagement. Through a secure and phased partnership, TAP’s Reporting & Analytics Solution™ delivered streamlined automation, smart dashboards, and accurate insights in real time. The result was more time spent on driving client satisfaction rather than untangling spreadsheets. “The TAP team brought clarity and efficiency to our reporting. We now have the visibility we always needed to grow smarter and faster,” shared Hestia’s CEO.

Great Southern Homes Integrates Paychex with UBS

Homebuilding meets high-performance automation. Great Southern Homes, a residential construction company based in South Carolina, operates across four locations in the Southeastern United States. With 130 employees and two federal tax IDs, they were manually juggling updates between their Human Resources system, Paychex, and their benefits management platform, UBS (United Bank of Switzerland). This process, repeated across pay cycles, was inefficient and vulnerable to errors. Managing employee demographics and paystub data was time-consuming and slowed down critical operations. TAP fixed that. TAP Innovations developed an automated integration that transforms data from Paychex into UBS-friendly formats and keeps everything in sync, every hour. “TAP has done a great job in completing the project so far and accommodating enhancements promptly.” – Chief Administrative Officer, Great Southern Homes

Rolling Dough Enterprises Integrates Paycor with Panera Bread

When you run dozens of bakery cafés, consistency is not just about the food. It is about the data behind every shift. Rolling Dough Enterprises, a Panera Bread franchisee operating across Texas, manages hundreds of employees spread across multiple locations. As the organization implemented Paycor for HR, employee, time, and tip data also needed to stay aligned with Panera Bread’s internal systems. Without automation, staff updates became manual, time consuming, and increasingly risky as the business grew. TAP Innovations partnered with Rolling Dough Enterprises to automate employee data movement between Paycor and Panera Bread systems, ensuring accuracy, security, and reliable syncing every two hours. “This integration gave us the speed, accuracy, and trust we needed to run our cafes with confidence.” - CEO, Rolling Dough Enterprises

Trident Process Systems Automates Project Scheduling with Excel

In industrial fabrication, staying on schedule is just as critical as the engineering itself. Trident Process Systems designs and fabricates process solutions for oil and gas, petrochemical, and industrial customers. Managing hundreds of active projects across more than 100,000 square feet of fabrication space required precise workforce and production scheduling. That scheduling lived entirely in Excel. Multiple spreadsheets were updated manually each week, making it difficult to track capacity, timelines, and project progress with confidence. TAP Innovations partnered with Trident Process Systems to automate their Excel based scheduling process, bringing structure, logic, and efficiency to project planning. “Scheduling is no longer a guessing game, and our teams have much better visibility into project timelines.” - Operations Manager, Trident Process Systems

Manufacturing and Packaging Company Migrates 6,033 Historical HR Documents

Have you ever felt like your HR team spends more time managing paperwork than supporting people? That was the case for a multi-state manufacturing and packaging company serving customers across food, personal care, and industrial markets. With operations spread across several facilities, their HR teams were dealing with a M.E.S.S (Manual Efforts & SpreadSheets) while managing thousands of employee records split across multiple HCM systems. TAP Innovations stepped in with its secure Historical Document Migration Solution™, automating the transfer of more than 6,000 employee files. From W2s and W4s to I-9s, personnel files, and agreements, every document was migrated accurately and securely, restoring confidence in compliance and efficiency. "The migration process removed a huge burden from our HR team."- Security & Technology Manager, manufacturing and packaging company

National Healthcare Provider Automates Revenue Cycle Bank Reconciliation

Managing revenue cycle operations at scale is complex, especially for a nationwide healthcare provider operating more than 100 locations. After years of growth through acquisitions, the organization faced a growing challenge reconciling medical claims with insurer payments received across numerous bank lockboxes. The revenue cycle team was trapped in a M.E.S.S (Manual Efforts & SpreadSheets). Payment data arrived from multiple banks, claims lived in the practice management system, and reconciliation required daily spreadsheet manipulation. Errors were common, visibility was limited, and cash posting and revenue recognition were consistently delayed. TAP designed and delivered a secure custom Revenue Cycle Management Bank Reconciliation Solution. Using integration tooling, robotic process automation, and defined reconciliation logic, TAP automated the ingestion of claims and insurer payments, matched transactions at scale, and delivered actionable insight through a secure application. "We were spending far too much time trying to match transactions and still couldn’t report accurately or recognize revenue on time. We needed help." - Revenue Cycle Leader, national healthcare provider

4th Season Consulting Finds Analytics Staffing Solution

For technology consulting firms, turning complex data into clear insight is a core part of delivering value. For 4th Season Consulting, a Texas based IT services and consulting firm with a strong focus on healthcare and data driven solutions, scaling analytics capabilities became a growing challenge. Expanding Power BI dashboards, integrating multiple data sources, and supporting end users required specialized talent that could be deployed quickly without disrupting client engagements. 4th Season Consulting partnered with TAP through TAP’s Global 'Gig Economy' People Model™ to extend their analytics team on demand. TAP provided experienced professionals who designed interactive dashboards, optimized data models, and worked seamlessly alongside internal stakeholders. This flexible, people first approach allowed 4th Season Consulting to accelerate delivery, expand service offerings, and continue providing high value insights to their clients. “Partnering with TAP was a game changer. Their people delivered expertise fast and truly felt like an extension of our team.” - 4th Season Consulting, President and Founder

Ontario Refrigeration Integrates Paycor with Service Titan

In refrigeration and field services, keeping operations cool under pressure starts with clean data behind the scenes. Ontario Refrigeration supports commercial and industrial customers across five states, managing a distributed workforce and complex financial workflows. With Paycor handling HR and payroll and ServiceTitan supporting field operations, keeping employee and financial data aligned was critical. Disconnected systems created delays in onboarding, payroll processing, and financial reporting, requiring constant manual intervention. TAP Innovations partnered with Ontario Refrigeration to automate data sharing between Paycor, ServiceTitan, and Sage Intacct, eliminating duplicate entry and improving accuracy across departments. “The integrations improved our workflows more than expected. We’re seeing better accuracy and faster turnaround.” - Controller, Ontario Refrigeration

Neighborhood Legal Services Integrates LegalServer with Paycor

Imagine tracking time manually for dozens of attorneys across six locations, all while handling the complexities of payroll, billing, and compliance. That was the reality for Neighborhood Legal Services, a nonprofit law firm serving low-income families across Pennsylvania. With 68 employees and a strong mission to provide civil legal aid, their teams were spending too much time on back-end operations instead of client advocacy. They needed to streamline how time and leave data traveled from their Legal Case Management system, LegalServer, into Paycor for payroll. And they needed it fast. TAP Innovations took care of it. We automated the flow of punch data, approved leave, and time off directly from LegalServer to Paycor through a secure SFTP channel. “You guys have been great and you certainly been on top of things and kept us moving, which I really appreciate. So, thanks so much, definite 5.” – Executive Director, Neighborhood Legal Services

Tumble 22 Integrates Toast with Paycor

Ever felt buried in spreadsheets? That was the reality for Tumble 22 Hot Chicken, a Nashville-style concept with eight Texas locations and 56 employees. Their menu may be bold, but their payroll process lacked spice. Managers were hand-keying time punches, calculating tips, and juggling guaranteed-pay rules, which drained hours and invited mistakes. TAP Innovations delivered a fix. By automating the daily transfer of time, tips, and guaranteed pay between Toast and Paycor, TAP introduced custom logic for tip pooling and earnings categorization, removing the manual grind. “Finally, all data appears correct to run the first payroll in Paycor production. Thanks for all your work.” - Director of Finance, Tumble 22

Purchasing 411 Migrates 125 Historical HR Documents

Imagine running a supply chain business that serves over 15,000 customers nationwide, only to have your HR team slowed down by stacks of old employee documents stuck in an outgoing system. That was the challenge for Purchasing 411 (Royalty Distribution), where critical HR files risked being lost as they transitioned away from ADP. Their staff faced a M.E.S.S (Manual Efforts & SpreadSheets) just to stay compliant and organized. TAP Innovations stepped in with its secure Historical Document Migration Solution™, automating the extraction and migration of employee records from ADP into Paychex. Sensitive data stayed protected, manual errors were eliminated, and HR gained a faster, easier way to access the files they needed. “Thanks for all your good work. I really appreciate it.” - Vice President, Purchasing 411

Freddy's Frozen Custard & Steakburgers Integrates Paycor with Brink

Data headaches were on the menu, but TAP served the fix. Freddy's Frozen Custard & Steakburgers, with 513 locations across 30 states, was managing employee data across multiple platforms, including Paycor and Brink. Their restaurant teams rely on accurate payroll and scheduling, but manual data entry made it a risky, error-prone process. When duplicate work started draining productivity and causing delays in operations, Freddy’s needed more than just patchwork. They needed a better way to sync employee time punches and demographic data between their Human Resources platform and Point-of-Sale (POS) system. Well, TAP fixed that. TAP Innovations built real-time and scheduled integrations that now automatically connect Paycor and Brink. From punch-in to payroll, everything flows. “We owe your team and especially the devs BIG for this project.”CFO, Freddy's Frozen Custard & Steakburgers

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