Success Stories - TAP Innovations

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

Rolling Dough Enterprises Advances with Automated HR Reporting & Analytics

For Rolling Dough Enterprises (Panera), operating multiple Panera Bread bakery-cafés across Texas and the Southwest means balancing quality dining experiences with smooth internal operations. With more than 330 employees across 25 locations in the fast-paced food and beverage franchise industry, reporting accuracy and timeliness are critical. Yet, their payroll and time reporting processes were bogged down by M.E.S.S (Manual Efforts & SpreadSheets), creating inefficiencies and leaving supervisors with limited visibility. This slowed down payroll processing and made exception follow-ups unnecessarily complex. TAP partnered with Rolling Dough through a phased, people-first approach that delivered secure reporting, streamlined workflows, and actionable dashboards. By centralizing insights, Rolling Dough gained real-time visibility into payroll metrics and employee activity. A Rolling Dough executive shared: “TAP brought us clarity and efficiency in areas we struggled with for years. The improvement in decision-making and payroll accuracy has been outstanding.”

HCM Unlocked Finds HR Staffing Solution

For HCM Unlocked, delivering strong HR consulting services depends on accurate data and reliable reporting. Based in Florida and serving clients across the Southeast, the firm needed specialized analytics expertise to keep pace with a growing portfolio of projects without disrupting client engagements. TAP’s Global 'Gig Economy' People Model™ provided immediate access to professionals skilled in Power BI, Excel automation, and data integration. This flexible, collaborative approach allowed HCM Unlocked to scale analytics capabilities quickly, improve reporting accuracy, and maintain a client first focus. “The TAP team gave us access to skilled resources exactly when we needed them, and their people integrated seamlessly into our projects.” - HCM Unlocked, CEO

DLRogers Integrates Snagajob with Micros

Picture managing hundreds of restaurants across ten states while trying to sync new hire information from your hiring platform into your Point-of-Sale (POS) system every single week. That was daily life at D.L. Rogers Corp, a leading Sonic franchisee with over 240 locations throughout the Southwest, Southeast, Midwest, and Northeast. They needed a faster and more accurate way to get employee data from Snagajob into Micros without relying on manual entry. This problem is familiar to many businesses that operate in high-turnover environments. Errors, delays, and missed updates lead to frustrated staff and wasted time. Well, TAP Innovations fixed that. We built an integration that automates the transfer of employee demographic data directly from their Applicant Tracking System into Micros using APIs and custom logic. “I think everything looks really good! This has been an awesome learning experience.” – President, COO, D.L. Rogers Corp

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

Big Canoe POA Advances with Automated HR Reporting & Analytics

What happens when a thriving gated community relies on disconnected systems and endless spreadsheets just to understand how employees are scheduled or how budgets align with actuals? Big Canoe POA, a Georgia-based property owners association with 41 employees, manages essential services like safety, maintenance, and community resources. Yet behind the scenes, their reporting processes were tangled in M.E.S.S (Manual Efforts & SpreadSheets), making decision-making slow and error-prone. Reports were labor-intensive, and data wasn’t always consistent across platforms. With a phased partnership, TAP’s Reporting & Analytics Solution™ centralized Big Canoe’s key data and delivered dashboards that offered clarity and confidence. Leaders gained real-time insights, automation replaced manual inputs, and reporting became reliable and fast.“Excellent work. We appreciate the improvements and are excited to bring these reports to life.” - Big Canoe's Head of HR

ZaxNC Marketing Integrates Workstream with Paycor

You know when your company is growing fast, but the systems that should support that growth slow everything down? That was ZaxNC Marketing & Management Company, LLC. With 25 restaurant locations across North Carolina and 500 employees, their team was handling onboarding data manually between Workstream and Paycor. This created a ripple effect. New hires could not be set up in payroll quickly, and their HR platform felt more like a roadblock than a support system. For businesses juggling multiple locations, this kind of delay can mean lost time, unhappy employees, and missed opportunities. TAP Innovations fixed that. We connected the hiring and payroll systems to automate new employee onboarding using developer tools and scheduled processes that work around the clock. “Now our onboarding and payroll data transfers happen without us lifting a finger.” – Controller, ZaxNC Marketing & Management Company

Profire Energy Inc. Migrates 418 Historical HR Documents

What happens when a leading energy technology company risks losing access to years of HR files during a system change? That’s the situation Profire Energy Inc. faced when moving from ADP to Paycor. With hundreds of employee files at stake, their HR team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets), worried about accuracy, compliance, and wasted hours of manual work. TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the extraction and migration of W2s, W4s, I-9s, personnel files, and agreements. With optimized workflows, TAP ensured safe, accurate, and efficient delivery of sensitive employee information into Paycor. “The TAP team made the transition seamless and gave us confidence that nothing was lost along the way.” – People Operations Manager, Profire Energy Inc.

Monrovia Integrates Paycor with Oracle Fusion

You know when a horticulture leader like Monrovia, operating across four regions with 270 employees, wants their payroll and HR data to connect cleanly to financial systems? With Paycor, Oracle Fusion, and Microsoft Entra ID all in play, they needed a way to synchronize employee records and payroll details without constant manual updates. Manual entry was eating up time, causing data mismatches, and slowing down financial reporting. With multiple systems and workflows at stake, Monrovia needed precision and speed, something spreadsheets and back-and-forth emails could never provide. TAP Innovations fixed that. We delivered two strategic integrations that handle employee provisioning and financial data syncing, all with real-time automation through webhooks and APIs. “TAP has met every milestone. Thank you all for the solid work!” – CFO, Monrovia

Naventure Migrates 1,987 Historical HR Documents

Running campgrounds and outdoor recreation areas is no small feat, and Naventure knows this well. With locations across North Carolina and Florida, they bring thousands of visitors closer to nature every year. But behind the scenes, their HR team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets), juggling nearly 2,000 historical HR documents across iSolved and Paychex. TAP Innovations brought order to the chaos with its proprietary and secure Historical Document Migration Solution™. Automating the transfer of W2s, W4s, I-9s, confidentiality agreements, and personnel files, TAP ensured sensitive employee records were moved securely and efficiently from iSolved into Paychex freeing staff to focus on delivering memorable outdoor experiences. "Thanks for the work. 5 out of 5!" - HR Director, Naventure

American West Construction Migrates 7,666 Historical HR Documents

When your business is focused on building structures that last, the last thing you need is crumbling workflows for employee records. That was the case for American West Construction (AWC), a trusted construction and engineering firm. With thousands of HR documents stored in zip files and scattered across shared folders, their HR team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations provided a secure and reliable solution with its Historical Document Migration Solution™. Our team helped AWC move 7,666 files including W2s, W4s, I9s, contracts, paystubs, and personnel records into Paycor. Leveraging both automation and dedicated resources, TAP ensured secure handling, Azure cloud storage, and accurate uploads into employee profiles. The result was a clear, organized, and compliance-ready system. “TAP delivered a smooth and well-managed experience.” - CFO, American West Construction

Corporate Fitness Works Migrates 4,586 Historical HR Documents

What’s tougher than keeping a workforce motivated and fit? For Corporate Fitness Works (CFW), it was dealing with thousands of historical HR files across multiple systems. W2s, W4s, i9s, personnel files, and agreements were buried in Paycom, leaving their team tangled in a M.E.S.S (Manual Efforts & SpreadSheets). The result was wasted staff hours and unnecessary compliance risks. TAP Innovations came in with its proprietary and secure Historical Document Migration Solution™. TAP automated the movement of 4,586 employee records from Paycom into Paycor, eliminating manual processes and reducing errors. The solution safeguarded sensitive employee data, streamlined workflows, and kept the project on schedule all while giving CFW the confidence they needed to meet their critical go-live date. “Thanks for the hard work and for being on schedule.” - President, Corporate Fitness Works

Unleashed Brands Integrates Paycor with Wisetail

For Unleashed Brands, the parent company of Urban Air and five other youth enrichment brands including Snapology and The Little Gym, rapid expansion brought new challenges in keeping HR and Learning Management Systems connected. With hundreds of locations and thousands of employees, their Paycor platform and Wisetail LMS were not integrated, creating repetitive tasks, lost time, and reporting errors. TAP Innovations stepped in with automation tools and integration expertise to connect Paycor and Wisetail. TAP delivered structured file outputs, scrubbed for clean use, and built repeatable reporting processes that removed manual work and boosted efficiency. “We finally have a reliable way to get our team data from HR to our training system without extra work. The time saved is huge.”- CIO, Unleashed Brands

Jan’s Health Bar Migrates 920 Historical HR Documents

Imagine serving up fresh smoothies, salads, and wraps all day only to spend hours after closing digging through stacks of HR files. That was the situation for Jan’s Health Bar. With 920 employee records stuck in Paychex, their team faced a M.E.S.S (Manual Efforts & SpreadSheets) that slowed compliance and drained staff time. TAP Innovations deployed its proprietary and secure Historical Document & Data Migration Solution™, automating the movement of historical records and employee data from Paychex into Paycom. From W2s and W4s to personnel files and agreements, TAP ensured every document and data set was securely migrated, error-free, and delivered on time. “Helpful and easy to communicate. Glad to see the project success.”- Owner, Jan’s Health Bar

Biotechnology Procurement Company Migrates 7,500 Historical HR Documents

What if a company supporting life sciences innovation spent more time chasing HR files than enabling research? That was the challenge for a growing biotechnology procurement and accounts payable services provider. Their back office was buried in a M.E.S.S (Manual Efforts & SpreadSheets) of outdated HR records scattered across multiple systems. From W2s and W4s to I-9s, personnel files, and agreements, every document needed to be secure, accurate, and audit ready. Manual handling across Paycom and UKG slowed productivity and increased compliance risk. TAP Innovations deployed its proprietary Historical Document Migration Solution™, automating the extraction and transfer of approximately 7,500 files. The process ensured security, accuracy, and efficiency, giving the organization confidence that employee data was protected and always accessible. "TAP made this migration seamless, giving our HR team back the time they needed to support our business." - Security & Technology Manager, biotechnology services company

Global Communications Firm Migrates 2,500 Historical HR Documents

Operating across multiple regions and time zones requires precision and coordination, but a global communications firm found its HR operations slowed by thousands of historical employee documents scattered across systems. With 2,500 records stored between UKG and Paylocity, the HR team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets) that drained time and increased compliance risk. TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the transfer of W2s, W4s, I-9s, personnel files, and agreements into Paylocity. Smart workflows ensured every document was migrated accurately, securely, and without disrupting daily operations. "The migration was seamless and secure, giving our team confidence moving forward." - Director of Information Security & Compliance, communications firm

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

Peak Trailer Group Advances with Automated Karmak Reporting & Analytics

Anyone in the transportation and automotive industry knows how challenging it can be to keep operations running smoothly while juggling reporting demands. Peak Trailer Group, a leading provider of trailer sales, rentals, and services across Texas and the Southwest, employs over 20 locations with hundreds of team members serving diverse customer needs. Like many organizations, they were stuck in a M.E.S.S (Manual Efforts & SpreadSheets), requiring staff to dig into raw data and manually piece together critical daily reports. This slowed down productivity and prevented staff from accessing insights in the format they needed. TAP’s Reporting & Analytics Solution™ gave Peak Trailer Group a secure and phased approach that automated report generation and delivery. With daily PDF reports sent directly to staff, insights became timely, accessible, and accurate. Staff could make decisions faster, collaborate more effectively, and focus on customers instead of manual reporting. “Working with TAP was like gaining a partner who understood our daily frustrations. The solution simplified our processes, saved hours each day, and gave us confidence in our data.” — Finance Director, Peak Trailer Group

Military Produce Group Migrates 8,374 Historical HR Documents

What if your HR team could focus on serving employees instead of spending hours moving old files? That was the situation for Military Produce Group, a trusted provider of fresh produce to commissaries nationwide. Their HR staff faced a M.E.S.S (Manual Efforts & SpreadSheets) while trying to transition thousands of historical records from Paylocity to Paychex. TAP Innovations stepped in with its secure Historical Document & Data Migration Solution™, automating the transfer of more than 8,300 documents and employee data. From I-9s and W-4s to personnel files and payroll records, TAP ensured every artifact was extracted, delivered, and secured accurately and efficiently. “Appreciate the constant follow up and clarity in communication.” - Director, People and Culture, Military Produce Group

Local Favorite Restaurants Group Integrates Paycor with Wisetail

In a multi brand restaurant environment, keeping people trained and ready is just as important as what is happening on the menu. Local Favorite Restaurants Group operates a diverse portfolio of well known restaurant concepts across Texas and Tennessee. With frequent staffing changes across 32 locations, their teams needed employee data to stay aligned between Paycor, their HR system, and Wisetail, their learning management platform. Manually coordinating updates between systems quickly became overwhelming and slowed onboarding and training efforts. TAP Innovations partnered with Local Favorite Restaurants Group to automate employee data movement from Paycor into Wisetail, ensuring training access stayed accurate and up to date. “It’s a relief knowing employee data syncs automatically and training access is always current.”- HR Director, Local Favorite Restaurants Group

Solutions

Customer Successes

About