Success Stories - TAP Innovations

Boys Electrical Contractors Integrates WorkMax with Paylocity and Vista Viewpoint

Running across two regions and 85 active locations, Boys Electrical Contractors knew something had to give. With complex project schedules, time tracking, and payroll data split across systems like WorkMax, Paylocity, and Vista Viewpoint, manual updates had become a daily chore. The bigger they grew, the harder it became to keep their data consistent and their teams focused. Keeping three different platforms aligned manually is a burden that most construction and trade companies know all too well. Duplicate entry, missed updates, and delayed reporting add unnecessary risk and slow down operations. Well, TAP Innovations fixed that. By delivering intelligent integrations across their HR and Enterprise Resource Planning (ERP) systems, TAP automated data syncing and eliminated error-prone processes. “The time we’ve gained back with this solution has helped us focus on our core work, not spreadsheets.” - President of Boys Electrical Contractors

Donatos Pizzeria Integrates Paycor with Aloha

With over 1,300 employees and nearly 340 locations across 21 states, Donatos Pizzeria is famous for its edge-to-edge toppings and signature quality. Yet behind the ovens, the leadership team lacked a clear, consistent way to access and analyze staffing data across the company. Manually pulling reports from Paycor to track associate headcount and store performance was time-consuming and error-prone. Donatos needed visibility into how each store stacked up against staffing goals and how to adjust those goals over time. TAP Innovations fixed that. We built a custom report integration that automatically pulls and transforms Paycor data, sending Donatos a weekly report that highlights real performance insights by store, title, and district. “I appreciate all of your work on this.” – Chief People Officer, Donatos Pizzeria

Peterson Management Group Migrates 83,000 Historical HR Documents

Imagine running a busy restaurant chain and trying to keep track of tens of thousands of employee documents at the same time. That was the challenge for Peterson Management Group, the team behind Dallas favorites Aw Shucks and Big Shucks. With 83,000 HR files stuck in sSolved and a new system transition underway, the weight of manual data work was creating a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the transfer of W2s, W4s, I-9s, confidentiality agreements, and personnel files from iSolved to Paycor. Sensitive records were handled securely, efficiently, and with zero disruption to operations. “Outstanding service from TAP on this project!”- Senior Vice President, Sales, Peterson Management Group

Biopharmaceutical Company Migrates 1,865 Historical HR Documents

In the fast moving world of biopharmaceutical research, where every detail matters, no one wants to be slowed down by stacks of old HR files. For a mid sized biopharmaceutical research organization, 1,865 historical employee records were locked away in legacy systems, creating a M.E.S.S (Manual Efforts & SpreadSheets) and consuming valuable staff time that could be better spent supporting innovation. TAP Innovations delivered its secure Historical Document Migration Solution™, automating the transfer of W2s, W4s, i9s, personnel files, and agreements from UKG and IPS into the target system. With TAP’s smart workflows, the process was accurate, efficient, and fully secure, ensuring sensitive data was handled with the same level of care applied to scientific research. "Consistent collaboration and seamless delivery." - Director of Operations, biopharmaceutical research organization

Investment Holdings Company Finds Flexible Staffing Solution

Rapid growth across multiple business lines creates opportunity, but it also creates pressure to staff specialized roles quickly and effectively. A southeast based investment holdings company managing a diverse portfolio of subsidiaries needed skilled professionals who could integrate fast and keep critical initiatives moving forward. With projects spanning financial strategy, operations, and technology, leadership needed a staffing approach that could deliver speed, flexibility, and trusted expertise without slowing momentum or increasing risk. TAP delivered its Global 'Gig Economy' People Model™, providing highly skilled professionals who embedded seamlessly into active teams. The model enabled fast onboarding, secure collaboration, and precise skill matching across multiple initiatives, allowing the organization to scale resources as business demands shifted. "TAP gave us the staffing flexibility and skilled professionals we needed to advance our initiatives without delay. Their people became an extension of our own team." - General Counsel, investment holdings company

Farmers Bank and Trust Migrates 15,940 Historical HR Documents

Ever felt like your HR department was drowning in a sea of files with no lifeboat in sight? That was the reality for Farmers Bank and Trust. With nearly 16,000 sensitive HR documents scattered across legacy systems, compliance checks became frustrating, and staff productivity took a hit. Their team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations introduced its secure Historical Document Migration Solution™, automating the upload of documents directly into the Paycor Perform Payroll/HR platform. Sensitive employee data such as W2s, W4s, i9s, and personnel files were handled with accuracy, speed, and airtight security. “It’s a 5 out of 5. TAP is great!” - Administrative Officer, Farmers Bank and Trust

Ballast Point Integrates Paycor with 7Shifts

Brewing great beer is an art. Running a brewery with multiple retail and hospitality locations is a science. Ballast Point, a well-known craft brewery in California, excels in both. But behind the taproom doors, their teams were bogged down by outdated processes and disconnected systems between Paycor and 7Shifts. With over 500 employees across 7 locations, managing employee schedules, time punches, and pay rates across platforms was manual and time-consuming. Payroll teams were buried in spreadsheets, trying to match hours and pay codes while ensuring compliance and accuracy. TAP Innovations fixed that. We delivered a custom integration that keeps employee records, earnings, and time punches in sync, automating critical payroll and scheduling workflows. “Appreciate all of your work on everything!” – VP Finance, Ballast Point

Federal Information Systems Migrates 7,500 Historical HR Documents

When you’re in the business of protecting government data, your own HR files can’t afford to be left vulnerable. That was the case for Federal Information Systems, Inc., where legacy HR documents stored in Zenefits created a M.E.S.S (Manual Efforts & SpreadSheets) that slowed operations and added risk. From W2s and W4s to i9s, personnel files, and agreements, the company needed a secure and automated way to transfer sensitive employee records into Paycor. Relying on manual processes wasn’t just time-consuming it also left too much room for human error. TAP Innovations stepped in with its proprietary Historical Document Migration Solution™, automating the secure extraction and migration of an estimated 7,500 files. The solution ensured speed, accuracy, and compliance, while eliminating the manual burden on staff. “TAP gave us confidence that our employee data was protected and moved as effortlessly as possible.”- CEO, Federal Information Systems

Herbert, Rowland & Grubic, Inc. Migrates 2,500 Historical HR Documents

Have you ever felt like your HR team was drowning in file cabinets, legacy systems, and outdated records? That was the reality for Herbert, Rowland & Grubic, Inc. (HRG), with thousands of historical HR files slowing compliance checks and draining valuable staff hours. Their team was facing a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations stepped in with its proprietary and secure Historical Document Migration Solution™. TAP automated the extraction and migration of employee files, moving them safely into Paycor while ensuring sensitive employee information remained fully protected. The result: accurate records, faster processes, and less stress for the HR team. “Happy with the project and everything seems to be in order. Thank you!” - Director of Human Resources, HRG

KMO Burger Integrates Paylocity with Xenial

Imagine chasing reports daily… KMO Burger (Whataburger franchise group), backed by NFL MVP Patrick Mahomes, is expanding rapidly across Kansas and Missouri. With 13 active locations and 600 employees, manual processes made it tough for leaders to track, manage, and pay staff accurately and efficiently. Manual entry and inconsistent time-punch data created costly delays and compliance risks. Payroll teams spent too much time correcting numbers instead of focusing on people. TAP Innovations fixed that. We built a secure, scalable integration between Xenial’s time-punch platform and KMO’s HR system, automating employee data flow for accurate payroll processing. “The team at TAP has been great to work with. Good communication, quick updates, and a great partnership. We appreciate everything you’ve done to move this project forward.” – Chief Operating Officer, KMO Burger

The Intersect Group Finds Project Management Staffing Solution

When growth accelerates and client demand increases, businesses often need more than incremental support. That was the case for The Intersect Group, a Georgia based staffing and consulting firm with operations across multiple states. Known for placing skilled professionals in technology, finance, and engineering roles, they help organizations manage complex projects with confidence. As client needs expanded, they required a staffing model that could deliver speed, precision, and flexibility. Using TAP’s Global 'Gig Economy' People Model™, The Intersect Group quickly secured an experienced project manager for a key client engagement. The solution enabled rapid onboarding, precise skill alignment, and seamless integration, while maintaining productivity and collaboration. TAP’s global reach and people-first approach ensured timelines stayed intact and project delivery remained on track, demonstrating the value of a scalable staffing partnership. "TAP helped us deliver faster, close staffing gaps, and keep our client work on track with confidence." - The Intersect Group, Recruiting Manager

Acadia Management Group Migrates 1,409 Historical HR Documents

What if your HR team could skip the endless hunt through file cabinets and digital folders for tax forms and employee signoffs? For Acadia Management Group, that struggle was all too real. Managing 1,409 sensitive HR documents meant time-consuming processes, frustrated staff, and growing compliance risks. Their team faced a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™. TAP automated the extraction and migration of employee artifacts, ensuring every W2, W4, i9, and personnel file made its way from Paychex to Paycor securely and without error. Sensitive data was protected every step of the way. “Good work and good collaboration.” - Sales Executive, Acadia Management Group

Karsten Advisors (KA) Modernizes CRM with Custom CRM System

Financial advisors juggle multiple systems every day, from tax software to investment tools, and the weight of disconnected platforms can hold back even the most experienced teams. Karsten Advisors, a Texas-based financial consulting firm managing over $500M in assets, faced exactly that situation. With offices across the country and ambitious growth plans, their leaders knew that siloed data and manual processes would limit future success. They turned to TAP’s Custom App™ to unify their systems and empower advisors with centralized, streamlined tools built for efficiency. “Working with TAP completely transformed how our teams operate. We now have one integrated system that supports collaboration, client care, and compliance, which gives us a real competitive edge.” - Karsten Advisors, President

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

The Dinex Group Migrates 45,000 Historical HR Documents

When your brand is built on delivering world-class dining experiences, the last thing you want is to be slowed down by thousands of old HR files. That was the challenge for The Dinex Group, founded by celebrity chef Daniel Boulud, where a back-office M.E.S.S (Manual Efforts & SpreadSheets) threatened to take valuable time away from people operations. Managing sensitive employee documents like W2s, W4s, i9s, personnel files, and agreements across ADP was time-consuming and risky. With restaurants across New York, Florida, and beyond, Dinex needed a secure and automated way to migrate over 45,000 records into Paycor. TAP Innovations stepped in with its proprietary Historical Document Migration Solution™, automating the secure extraction and migration of employee files. This eliminated manual processes, ensured compliance, and protected sensitive information giving Dinex staff peace of mind. “Happy with the communication and providing the update on time.”- RSD, The Dinex Group

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

PB&J Restaurants Inc Integrates Paycor with Aloha

Managing payroll, time tracking, and tip reporting across 15 busy restaurant locations is no small task. PB&J Restaurants Inc, known for beloved brands like Burnt End BBQ, Yaya's Euro Bistro, Starbucks, and more, operates across Kansas, Missouri, Florida, and Washington DC. With over 400 employees and multiple brands under one umbrella, they were spending too much time syncing employee data between Paycor, Aloha, and Paradox. This type of juggling act is common in the hospitality industry, where onboarding, pay rates, and tips are always moving. But without reliable system integration, the results are data entry bottlenecks and payroll delays. TAP Innovations cleared the table. We delivered multiple custom-built integrations that sync employee and time data from system to system, helping PB&J Restaurants Inc reduce complexity and refocus on what they do best: delivering unforgettable dining experiences. “We are so happy with the go live! Thanks, TAP.” – COO, PB&J Restaurants Inc

Control Solutions Migrates 1,000 Historical HR Documents

Ever feel like your HR department is drowning in stacks of historical files with no end in sight? That was the reality for Control Solutions, Inc., as they managed hundreds of sensitive employee records across multiple systems. Their team faced a M.E.S.S (Manual Efforts & SpreadSheets) that drained time and resources while putting compliance at risk. TAP Innovations brought relief with its proprietary and secure Historical Document Migration Solution™. By automating the migration of employee files from ADP into Paychex, TAP delivered a streamlined, efficient, and secure process that eliminated duplicate manual work and gave staff their time back. "We finally feel in control of our records again."- President, Control Solutions

Blue Sky Solutions Upgrades Website with TAP

You know when a company’s expertise and reputation are strong, but their website doesn’t reflect it? That was the reality for Blue Sky Solutions, a U.S.-based consulting firm specializing in Kronos (UKG) workforce management systems. They provide implementation, training, configuration, and support for clients across industries like healthcare, manufacturing, and finance. With a growing client base, they needed a professional platform to communicate their services clearly. TAP Innovations stepped in with WordPress design and SEO strategies that aligned with their brand identity. “TAP created a modern, user-friendly site that gave us confidence in presenting our company to new clients. They got it right the first time.” - Blue Sky Solutions, Owner

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

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