Success Stories - TAP Innovations

Cain Management Migrates 9,988 Historical HR Documents

What if your restaurant business risked losing nearly 10,000 employee documents during a system transition? That was the challenge for Cain Management, a family-owned Dunkin’ franchise group based in Connecticut operating 53 locations across the US. Their HR team faced a M.E.S.S (Manual Efforts & SpreadSheets) with critical compliance records locked in ADP Workforce Now and the move to Paycor approaching fast. TAP Innovations stepped in with its secure Historical Document Migration Solution™. We automated the transfer of 9,988 files including W2s, W4s, I9s, contracts, paystubs, and personnel records from ADP into Paycor. By staging files securely in Azure storage and using automation, TAP ensured every employee document was uploaded into the correct profile, eliminating risk and saving valuable time. “This has been very valuable. You guys did an awesome job.” - Controller, Cain Management

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

Superior Industrial Maintenance Integrates Vista with Paycor

When precision matters, even your job codes should be in sync. Superior Industrial Maintenance, operating six facilities across North Carolina and South Carolina, provides preventive and emergency maintenance services to industrial and building materials sectors. To support ongoing growth, their leadership needed to ensure their Enterprise Resource Planning (ERP) and Human Resources (HR) systems communicated flawlessly. Before the project, job codes had to be entered manually into both Vista and Paycor. Sound familiar? That type of Manual Efforts & SpreadSheets (M.E.S.S.) meant delays, data mismatches, and wasted time that should have been spent on fieldwork or strategic planning. TAP Innovations solved that. The TAP team developed a time-triggered integration that automates the syncing of job code names, codes, and effective dates between Vista and Paycor. “We needed reliability and accuracy with our job data, and TAP delivered just that. The process is faster, cleaner, and far more dependable.” - CFO, Superior Industrial Maintenance

Rochester Friendly Home Migrates 56,741 Historical HR Documents

What happens when a senior living organization that prides itself on compassionate care gets weighed down by tens of thousands of outdated HR files? For Rochester Friendly Home, managing employee records across multiple facilities became a daunting task. Their team faced time-consuming data hunts, compliance risks, and what felt like a never-ending M.E.S.S (Manual Efforts & SpreadSheets). With thousands of W2s, W4s, I-9s, contracts, and personnel files to move from Paylocity to Paycor, the challenge was clear. TAP Innovations deployed its proprietary and secure Historical Document Migration Solution™, automating the migration of 56,741 employee records. The process was completed efficiently, securely, and without disruption to daily HR operations. “Excellent, I am very happy with TAP's progress. The regular updates and communication regarding access, as well as reaching out to me for clarification have been greatly appreciated.” - CIO, Rochester Friendly Home

WorkBright Ensures I-9 Compliance with Custom Audit Engine

Sometimes compliance can feel like a never-ending game of catch-up, especially in industries where speed and accuracy matter most. WorkBright, an HR onboarding software provider based in Colorado, knew that completing and reviewing I9 documents for high-volume seasonal and construction hiring created unnecessary delays. With their mission to simplify onboarding, they partnered with TAP Innovations for a technology-driven solution. WorkBright needed a reliable way to automate their document auditing and reduce costly errors. TAP’s Custom App™ delivered the right fit at the right time, combining automation with efficiency to ease compliance burdens. “We appreciated the teamwork and communication throughout the project, and the results have been excellent.” - WorkBright, CEO

Raken Migrates 8,699 Historical HR Documents

Imagine running a fast-growing construction software company but being slowed down by thousands of HR files stuck in an old system. That was the reality for Raken, who needed to migrate years of sensitive employee records from Zenefits into Paylocity. Compliance checks were tedious, HR teams wasted time hunting for files, and the process felt like a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the transfer of 8,699 employee documents with accuracy and speed. Every W2, W4, I-9, contract, and personnel file was securely migrated into Paylocity giving Raken the confidence and efficiency they needed. “TAP made it simple for us to move our HR files securely and quickly.” - CFO, Raken

AmbioPharm, Inc. Migrates 1,182 Historical HR Documents

What happens when a leading biopharmaceutical company is stuck with years of HR files buried in outdated systems? For AmbioPharm, Inc., that was the reality. Their team was tasked with managing thousands of employee documents while juggling compliance requirements and growing operations. The result? A M.E.S.S (Manual Efforts & SpreadSheets) that drained valuable time and left room for costly errors. TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the migration of W2s, W4s, I-9s, personnel files, and agreements from Paycom into Paycor. This smart workflow secured sensitive employee data, eliminated manual processing, and kept compliance on track. “TAP helped us streamline our HR records and gave our team confidence that our data was safe and accurate.” – Director of HR, AmbioPharm, Inc.

West Coast Fitness Integrates Career Plug with Paycor

West Coast Fitness, a premier franchisee of Orangetheory Fitness with 50+ studios across California, Ohio, and the western U.S., hit a recruiting roadblock. With 700 employees and dozens of locations hiring at any moment, the Talent Acquisition team was bogged down by one tedious task, manually re-entering every candidate’s details from CareerPlug into Paycor. The double data entry created delays, inconsistencies, and plenty of HR headaches. Enter TAP Innovations. By automating the flow of applicant data from CareerPlug straight into Paycor’s ATS, TAP eliminated the copy-and-paste grind and reclaimed hours of productivity each week. “Appreciate the communication handled by TAP independently with the vendor.” – Manager of Talent Acquisitions, West Coast Fitness

Legacy Healthcare Integrates Paycor with Sogolytics

Imagine wasting hours on a single task? That was the reality for Legacy Healthcare, headquartered in Skokie, Illinois, with 69 facilities across three states and hundreds of teammates throughout the Midwest. Collecting employee feedback during crucial moments (such as hiring and terminations) required manual survey distribution. The process was slow, unreliable, and left HR buried in spreadsheets, missing the chance to listen when it counted. TAP Innovations stepped in with a custom integration that links Paycor’s Human Resource platform to Sogolytics, automating every step of the survey workflow. “Appreciate the pro-active communication.” - Senior VP of Talent Acquisition, Legacy Healthcare

Sunlighten Migrates 9,469 Historical HR Documents

Imagine building innovative wellness products for global customers while your HR team scrambles to save thousands of employee files before losing access to your old system. That was the challenge for Sunlighten Inc., a Kansas-based leader in infrared saunas and wellness solutions. With employee documents trapped in Paycom and access expiring, their HR staff faced a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations delivered the relief they needed with its secure Historical Document Migration Solution™. We migrated 9,469 employee files including W2s, W4s, I9s, contracts, and personnel records from Paycom into Paycor. Using automated processes, TAP ensured urgent extraction, secure Azure cloud storage, and precise uploads to employee profiles in Paycor. The outcome was fast, accurate, and fully secured just what Sunlighten needed to stay on schedule and in compliance. “Because of the urgency, TAP set up an automated process and additional support to complete the project quickly and accurately. Everything was secure, timely, and seamless.” - Sales Director, Sunlighten Inc.

Eland Energy SQL Database Administration Discovery

When critical operations depend on legacy systems, the risk of downtime or data loss can keep leaders awake at night. That was the case for Eland Energy, a Texas-based independent oil and gas exploration and production company managing more than 7 million barrels of oil equivalent across 15 active wells. Their SQL 2000 database had accumulated over 260 gigabytes of data spanning two decades. But running queries on the outdated system risked crippling operations, leaving the company searching for a safe, modern path forward. TAP’s SQL Database Administration Discovery offered the expertise and secure framework to address these concerns. By restoring backup files in TAP’s secured environment and aligning data with pre-approved templates from their new host, W-Energy, TAP created a reliable foundation for the integration phase. This discovery engagement prioritized data accuracy, security, and long-term sustainability, ensuring Eland Energy could migrate with confidence. "TAP gave us confidence that our historical data would be safe, accurate, and ready for our future systems." – Eland Energy, IT Manager

United Building Maintenance Migrates 12,500 Historical HR Documents

What’s tougher keeping hundreds of properties spotless or sorting through thousands of employee files by hand? For United Building Maintenance (UBM), the HR paperwork was starting to feel like the bigger mess. Their HR team was caught in a M.E.S.S (Manual Efforts & SpreadSheets), managing 12,500 employee documents like W2s, W4s, I-9s, confidentiality agreements, and personnel files. Moving from Paycom to Paycor created a massive challenge of securely transferring files while maintaining compliance and accuracy. TAP Innovations stepped in with its proprietary Historical Document Migration Solution™. TAP automated the transfer of all employee files from Paycom into Paycor profiles, eliminating manual work, protecting sensitive employee data, and saving valuable HR hours. “TAP streamlined our transition and gave us confidence in our HR migration.”- Human Resources Manager, United Building Maintenance

CDM Fitness Holdings Migrates 19,029 Historical HR Documents

What happens when your fitness business has all the energy for customers but none left for manual HR paperwork? That was the challenge for CDM Fitness Holdings, a leading Planet Fitness franchisee managing thousands of employee records across multiple states. HR teams faced a M.E.S.S (Manual Efforts & SpreadSheets) while trying to manage historical documents from ADP to Paycor. TAP Innovations implemented its secure Historical Document Migration Solution™, automating the transfer of more than 19,000 employee files. From tax documents to signoffs, every artifact was extracted, migrated, and secured without the risk of manual errors ensuring compliance, accuracy, and peace of mind. “We appreciate the whole process and transparent communication.” - CFO, CDM Fitness Holdings

Robotics Company Improves UX with UI/UX Design for Warehouse System

You know the feeling when technology is meant to simplify the workday but ends up creating more friction instead? That was the challenge facing a Massachusetts-based robotics company. Their robotics solutions were already improving warehouse efficiency, but their pilot warehouse system needed a more intuitive interface to reduce errors and encourage adoption. TAP Innovations partnered with the team to design a clearer, more intuitive path forward. TAP’s Custom App™ introduced a structured approach to worker and robot assignments, guided by a refined UI/UX vision. Using Figma-based design and prototyping, the application came to life with user-friendly workflows and interactive features. The result was a modernized system that inspired confidence during deployment and beyond. “TAP helped us align technology with people, turning a complex process into a simple solution.” - Robotics Company Founder & CEO

SkyBridge Resources Integrates Bullhorn with Paycor

Speed is everything in staffing. For SkyBridge Resources, operating across six states with 100 employees, every moment spent re-entering candidate data was a moment lost. Their recruiting team relied on Bullhorn to track applicants and Paycor to manage HR functions, but the two systems weren’t talking to each other. Manually duplicating employee details created avoidable delays and left too much room for error. TAP Innovations fixed that. We delivered a powerful system integration that connected their applicant-tracking and Human Resources platforms, eliminating the busywork and syncing data automatically. “We couldn't wait to see the results of this project. TAP did not disappoint!” – President, SkyBridge Resources

Circle of Care Integrates Raintree with Paycor

Have you ever felt buried under spreadsheets just to run payroll? That was the challenge for Circle of Care, a healthcare provider focused on pediatrics, primary care, and mental health. They were spending too much time manually converting timesheet data into a payroll-ready format. With a growing team of speech therapists and an expanding patient base across Texas, the need for clean, automated payroll data became urgent. Their timesheets lived in Raintree. Their payroll system was Paycor. But there was no connection between them. That gap created hours of extra work and introduced risks for errors in pay and compliance reporting. TAP Innovations fixed that. By leveraging automation and data transformation tools, TAP created a custom workflow that takes Raintree timesheet data, processes it into Paycor’s payroll format, and includes ACA hours. “This solution gave us much-needed accuracy and saved us from the hours we used to spend prepping payroll files.” – Controller, Circle of Care

OC Bridges Migrates 6,000 Historical HR Documents

For organizations that provide care and opportunity, reliable data management is key. OC Bridges, an individualized Adult Day Program serving adults with developmental disabilities, helps participants build independence and purpose through training and vocational support. When preparing to migrate HR and payroll systems, OC Bridges faced a serious challenge: thousands of important employee documents were locked away in a legacy platform with no automated way to move them securely. TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the transfer of 6,000 employee files. From W2s and I9s to personnel documents and agreements, TAP ensured each record was transferred accurately and safely, eliminating compliance risks and reducing manual effort. “TAP made the transition seamless and gave us confidence in the accuracy of our records.”- Program Director, OC Bridges

Guardian Fleet Services Migrates 11,160 Historical HR Documents

Managing a towing and recovery operation that runs 24/7 is no small task but when your HR team is buried in thousands of legacy files, the road gets even bumpier. That was the challenge for Guardian Fleet Services, where historical employee records created a M.E.S.S (Manual Efforts & SpreadSheets). From W2s and W4s to i9s, personnel files, and agreements, Guardian’s HR team needed a secure, automated way to transfer more than 11,000 records from ADP into Paycor. Manual processing slowed productivity, created compliance risks, and pulled attention away from supporting employees across multiple states and subsidiaries like A Superior Towing, Ace Wrecker, and Sapp’s Wrecker Service. TAP Innovations brought in its proprietary Historical Document Migration Solution™, automating the extraction and migration of 11,160 documents. The process ensured security, speed, and accuracy delivering cleaner workflows and confidence that sensitive employee data was protected. “Y'all did some great work!”- CFO, Guardian Fleet Services

Inspire Brands Integrates Paycor with Health e(fx)

You know when your business is booming across 15 locations and multiple states, and the HR and payroll platforms just can't keep pace? That was Inspire Brands, a global restaurant leader with presence in Georgia, Oklahoma, Massachusetts, and Illinois. With thousands of employees across major names like Arby’s and Dunkin', keeping their employee data accurate and in sync between Paycor and Health e(fx) had become more than just a small task. Disconnected systems meant delays, duplication, and missed information, creating unnecessary effort for HR and operations teams. Every organization managing high employee volumes and frequent changes knows how easily these gaps can spiral. TAP Innovations fixed that. By integrating Paycor with Health e(fx) using secure APIs and custom field mapping, TAP ensured that employee changes and payroll data flowed cleanly and biweekly into both platforms without extra manual input. “We can now focus on supporting employees instead of chasing down mismatched files. This partnership has transformed how we operate.” – COO, Inspire Brands

Episcopal Retirement Homes Inc Integrates Paycor with Onshift

If you’ve ever tried managing HR and time-tracking data across multiple systems in senior-living facilities, you know how frustrating it can be. Episcopal Retirement Homes Inc, a nonprofit organization with 11 locations across Ohio, Indiana, and Kentucky, faced this exact situation. With more than 200 employees and responsibilities that span independent living, assisted care, and memory care, manual data entry and fragmented processes created daily challenges. They needed to eliminate human error and avoid wasting valuable time pulling and cleaning reports manually. Like many others, they were stuck in the swamp of what we call M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations fixed that. By integrating data from Paycor and transforming it for OnShift, TAP automated monthly reporting and simplified workflows across the board. “Great work and good coordination to deliver output file.” – Employee Health & Compliance Partner, Episcopal Retirement Homes Inc

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