Success Stories - TAP Innovations

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 TAP Innovations introduced its secure Historical Document Migration Solution™, automating the upload of documents directly into the Paycor Perform Payroll/HR platform.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

Texas BioMed Migrates 42,742 Historical HR Documents

What if your cutting-edge research lab was slowed down not by experiments, but by paper trails? That was the case for Texas Biomedical Research Institute (Texas BioMed), where thousands of historical HR and training files created a back-office M.E.S.S (Manual Efforts & SpreadSheets). With sensitive employee documents like W2s, W4s, i9s, personnel files, and agreements scattered across Cornerstone, and vital LMS data in the same system, staff spent valuable time chasing records instead of focusing on compliance and efficiency. The need for security, speed, and accuracy was urgent. TAP Innovations delivered its proprietary Historical Document Migration Solution™, automating the secure extraction and migration of 42,742 records from Cornerstone into Paylocity, along with critical LMS data. This approach ensured timely access, airtight compliance, and peace of mind. “Appreciate all the effort the team is putting in and the flexibility to meet us. The proactive communication has been a huge help.”- EVP & CFO, Texas BioMed

AbleNet Integrates Braintree with Acumatica

Has your company outgrown the time-consuming process of managing medical payment data across multiple systems? That was the case for AbleNet Inc., a global provider of assistive technology based in Minnesota. Despite their leadership in healthcare and educational tools, they were facing the universal issue of excessive manual work and slow payment processing tied to bank files and claim data. The problem? Every week, financial teams were dedicating 35-40 hours to reconciling payments and manually posting them into their Enterprise Resource Planning (ERP) platform. This left less time for high-value strategic tasks and created unnecessary opportunities for human error. TAP Innovations fixed that. Our team delivered an automated payment reconciliation and posting system by integrating bank statement data and medical claim files directly with Acumatica through robust APIs and parsing tools. “Good questions are being asked and addressed and the weekly meetings are helpful for ensuring progress is being made timely.” – CEO, AbleNet Inc.

Medical Staffing Agency Migrates 6,627 Historical HR Documents

What if your HR team could stop chasing files and start focusing on supporting healthcare professionals? That was the challenge for a regional medical staffing agency serving facilities across the southeastern United States. Their staff faced a M.E.S.S (Manual Efforts & SpreadSheets) while trying to manage thousands of employee records spread across multiple systems. TAP Innovations delivered its secure Historical Document Migration Solution™, automating the movement of more than 6,600 files including W2s, W4s, I-9s, personnel files, and agreements from SharePoint and Stafferlink. Sensitive employee data was transferred accurately and securely without manual burden, giving HR teams confidence and clarity in their processes. " " - Security & Technology Manager, medical staffing agency

Texas Biomedical Research Institute Integrates Paycor with TIAA

Even the brightest minds need a break from spreadsheet chaos. Texas Biomedical Research Institute, a respected force in medical and scientific discovery, operates across five locations in Texas with a team of over 360 employees. Their groundbreaking work in infectious diseases, neuroscience, and cancer research is global in reach, but their HR and benefits workflows were stuck in a loop of manual updates and data entry. Handling 403(b) retirement plan data between Paycor and TIAA took valuable time away from finance and HR teams, and any mistake meant potential compliance issues. This story is familiar to many businesses juggling multiple systems and siloed processes. TAP Innovations solved it. Our team delivered a real-time data bridge between Paycor and TIAA, automating benefits data transfers and transforming how Texas BioMed manages retirement elections. “This project has significantly streamlined how we manage our employee benefit data. The automation has saved us time and provided peace of mind.” – EVP and CFO, Texas Biomedical Research Institute

New Horizons Baking Automates Overtime Calculations with Paycor

In commercial baking, timing, consistency, and accuracy are everything. New Horizons Baking produces high quality baked goods for retail and wholesale customers across multiple facilities in the Midwest. With a growing workforce and varied production schedules, accurately calculating overtime became increasingly complex. Manual processes and spreadsheet based calculations made overtime tracking time consuming and prone to error. TAP Innovations partnered with New Horizons Baking to automate overtime data transformation within Paycor, ensuring accurate payroll results without manual intervention. “Overtime calculations are now handled automatically, and payroll is far more consistent.” - Payroll Manager, New Horizons Baking

National Kidney Foundation of Michigan Advances with Automated Paychex Reporting & Analytics

You know when spreadsheets start taking more time than the mission itself? That was the challenge for the National Kidney Foundation of Michigan (NKFM), a nonprofit organization with 130 employees and a statewide presence. Their mission is to improve the lives of those affected by kidney disease, yet behind the scenes, they faced the frustration of M.E.S.S (Manual Efforts & SpreadSheets) that slowed payroll and grant tracking. TAP’s Reporting & Analytics Solution™ provided a phased and people-focused transformation. With automation, integrated workflows, and real-time dashboards, NKFM eliminated repetitive tasks, reduced errors, and gained confidence in their reporting. “I am very happy with TAP’s progress. The regular updates and quick communication for clarification have been greatly appreciated.” - NKFM V.P of Finance

Fireside Campaigns Migrates 2,000 Historical HR Documents

Ever felt like your HR documents were multiplying faster than you could organize them? That was the challenge for Fireside Campaigns, a fast-moving marketing and communications firm in Washington, DC. Their team was bogged down managing thousands of sensitive employee files scattered across multiple systems. The result? A M.E.S.S (Manual Efforts & SpreadSheets) that drained staff time and left compliance teams frustrated. TAP Innovations stepped in with its secure Historical Document Migration Solution™. Our team migrated files from ADP and Google Docs directly into Paycor, automating the process and ensuring each W2, W4, i9, contract, and personnel record landed in the right place. Sensitive employee information was fully secured, and Fireside Campaigns gained clarity and control over their data. “Thank you TAP for making our job that much easier.” - President, Fireside Campaigns

Honeygrow Integrates Paycor with Toast

Have you ever been scaling fast while your systems struggle to keep up? Honeygrow, a farm-to-table restaurant brand, operates across 29 locations in the Northeast and Southeast. As they expanded, their technology could not keep pace with a workforce of 500 employees. Using Paycor for HR and Toast for time tracking, the lack of integration forced teams to manually track employee changes and shift data, creating duplicate work and increasing payroll and compliance risks. TAP Innovations solved this by connecting Paycor and Toast through secure API automation, ensuring employee and time data flowed accurately between systems. “TAP Innovations gave us a connected solution that reduced effort and increased trust in our data.” - Director of Operations, Honeygrow

Evo Entertainment Integrates Paycor with Toast

Running movie theaters, arcades, bowling lanes, and full-service restaurants is already complex. Now imagine doing that across 16 regions, over 1,000 locations, and with more than 1,000 employees. That’s the scale Evo Entertainment Group handles every day from Texas to Virginia. But managing payroll and employee records between Paycor and Toast was slowing them down. Time-consuming manual data transfers, inconsistent employee information, and missed tip entries left the team juggling too many disconnected tasks. It wasn’t just inefficient. It was frustrating. TAP Innovations fixed that. We created powerful connections between Toast and Paycor so Evo could automate employee updates, punch data, and tips across both platforms. “Appreciated work so far!” – Chief People Officer, Evo Entertainment Group

Kitchen Social Integrates Paycor with Toast

Kitchen Social, a fast-growing restaurant group based in Ohio with five Midwest locations, was drowning in duplicate data entry and delayed payroll while trying to keep Paycor (HR/Payroll) and Toast (POS) in sync. TAP Innovations stepped in with a two-way integration that automatically pushes employee records from Paycor to Toast and pulls time-punch and tip data right back into Paycor. “Everything integrated perfectly on this current payroll, by the way! Thank you and the TAP team for all of your work to get us started so well. We have enjoyed working with you.” – Controller, Kitchen Social

Lori Knapp Inc Integrates Attendance Management with HCM Web Application

In healthcare and senior care, time is everything. From making sure caregivers are present when families count on them, to ensuring compliance in workforce management, organizations need reliable systems that work seamlessly. Lori Knapp Inc., a Wisconsin-based care provider serving individuals with disabilities, seniors, and people with mental health needs across 8 locations, wanted to improve how attendance tracking was handled across their operations. Their existing tools lacked automation, and supervisors often had to manually track employee violations, which created inefficiencies. They needed TAP’s Custom App™ to simplify processes, reduce errors, and provide accountability in real time. “TAP’s solutions made managing employee attendance smooth and reliable. Our supervisors gained control of daily operations and administrators finally had confidence in consistent reporting. This was a major win for us.” -Lori Knapp Inc., HR Director

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

Crown Equipment Finds Manufacturing Staffing Solution

What happens when a global leader in forklift and warehouse solutions faces a talent gap that threatens momentum? Crown Equipment, headquartered in Ohio, designs advanced material handling technology that drives productivity across warehouses and distribution centers worldwide. Supporting innovation at this scale requires specialized expertise, and when a critical Data Engineer role needed to be filled quickly, traditional hiring timelines were not an option. Maintaining project velocity and operational continuity became the priority. TAP’s Global 'Gig Economy' People Model™ delivered immediate staffing support built for speed and precision. By providing access to Amazing People with deep technical expertise and the ability to integrate quickly, TAP ensured Crown Equipment received a consultant who aligned seamlessly with internal teams. Rapid deployment, flexible engagement, and strong collaboration kept initiatives on track and delivered value without disruption. "TAP brought us the right talent at the right time and helped us maintain project continuity without disruption." - Crown Equipment, HR Representative

First Northern Bank Migrates 10,166 Historical HR Documents

What if your HR team could finally ditch the stacks of paperwork that never seem to end? That was the reality for First Northern Bank, where employees wrestled with thousands of sensitive files slowing audits, compliance, and day-to-day operations. Their team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations stepped in with its secure Historical Document Migration Solution™, automating the transfer of over 10,000 employee records into Proliant while keeping sensitive W2s, W4s, I-9s, agreements, and personnel files safe and organized. “We appreciate the clarity as well as proactiveness in communication.” VP, HR, First Northern Bank

Right at Home Integrates Apploi with Paycor

With 85 locations across 15 regions, Right at Home serves seniors and individuals with disabilities in the comfort of their homes. Their wide reach across states like Nebraska, Massachusetts, Texas, Florida, and New Jersey brought a new challenge: syncing applicant data from Apploi with payroll records in Paycor. As the company grew, so did the burden of duplicate entries, time-consuming tasks, and disconnected workflows. Manual updates and file handling introduced errors and delayed onboarding, which impacted caregiver availability and internal efficiency. TAP Innovations stepped in and streamlined the integration between Apploi and Paycor, automating data flow using tools like Python, C Sharp, and Azure Functions to eliminate the manual shuffle. “The integration TAP Innovations built removed a major headache and gave our teams time back for what matters most.” – Vice President of Technology, Right at Home

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

HealthStream Ensures Timely Data Migration for VIP Customer with TAP Innovations

Ever wondered how many hours your team spends chasing files across multiple systems? For HealthStream, a leading provider of workforce development and learning solutions in healthcare, that question became all too real. Their VIP customer needed sensitive user data migrated quickly and securely during a reorganization, but the process of downloading, collating, and transferring files across platforms created a massive M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations stepped in with its proprietary Historical Document Migration Solution™, leveraging secure workflows to download, collate, and package information for nearly 400 users. TAP named and organized each file according to HealthStream’s exact standards, delivering accuracy and peace of mind under strict deadlines. “We finally feel in control of our records again, with full confidence in both accuracy and security.”- Solution Engineer, HealthStream

Pexip Inc Integrates Paycor with Bamboo

Ever wonder how Pexip Inc, a global technology company operating across 12 regions with 300-plus employees, keeps its HR data squeaky-clean and always in sync? Their Human Resources team was juggling onboarding, updates, and offboarding in two siloed systems, Paycor and BambooHR. With no integration, they faced double data entry, inconsistent records, and mounting compliance risk. TAP Innovations solved the problem by engineering a real-time integration that pushes employee information seamlessly between Paycor and BambooHR. “Now our HR data is always in sync, and the time we save is redirected toward growth.” – HR Director, Americas, Pexip Inc

Superior Silica Sands Conducts ERP Integration Discovery with TAP Innovations

In industrial manufacturing, operational strength is built layer by layer, starting with the systems that run the business. Superior Silica Sands is a leading producer of high quality silica sand supporting energy, construction, and manufacturing operations across the United States. As the organization grew, so did the number of systems, spreadsheets, and manual processes supporting daily operations. Disconnected applications and spreadsheet driven workflows were creating inefficiencies and limiting visibility across departments. TAP Innovations partnered with Superior Silica Sands to conduct a comprehensive ERP and technology landscape discovery, identifying integration gaps and opportunities to eliminate manual effort. “You’re saving me a bunch of pain and time. I’m super happy.”- Operations Leader, Superior Silica Sands

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