Success Stories - TAP Innovations

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

VitalCaring Group Enhances Information Access with Custom SharePoint App

For healthcare leaders, time is precious. When information lives in multiple systems or communication tools lack cohesion, teams face added stress that can pull focus from patient care. VitalCaring Group, a home health and hospice provider operating across 6 states and 57 locations, recognized this challenge. To continue serving families with dignity and compassion, their leadership needed a better way to connect teams and centralize information. TAP’s Custom App™ met that need by delivering a SharePoint intranet tailored to their workflows and processes, strengthening collaboration across offices and departments while improving efficiency. “The SharePoint presentation and demo looked great and matched all our requirements. Thank you for providing enhancements to the current features.” - VitalCaring Group, SVP IT Operations

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

JTSA Global LLC Builds Crypto App with TAP

Fast-moving industries like cryptocurrency and financial consulting demand clarity and precision in every project stage. Without the right foundation, companies risk delays, miscommunication, and missed opportunities. JTSA Global LLC, headquartered in Illinois, provides global consulting and advisory services to help businesses expand into new markets and optimize operations. With a new crypto arbitrage platform on the horizon, they required structure and alignment across multiple stakeholders. TAP’s Custom App™ delivered exactly that, equipping JTSA Global LLC with a clear Software Requirements Specification that kept teams aligned and expectations defined. This effort streamlined collaboration, improved planning, and helped JTSA Global LLC stay focused on innovation. “TAP provided expertise that gave us confidence in our project’s direction and ensured every step was understood,” - JTSA Global LLC

South Georgia Pecan Migrates 5,298 Historical HR Documents

What happens when a family of pecan growers faces more than just harvest deadlines they also risk losing access to years of employee records? That was the challenge for South Georgia Pecan, a leader in pecan cultivation, processing, and distribution. With thousands of HR files sitting in Paycom and access soon to be cut off, their HR team faced a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations stepped in with its secure Historical Document Migration Solution™. Our team automated the migration of 5,298 employee documents including W2s, W4s, I9s, contracts, and personnel files from Paycom into Paycor. Files were securely stored in Azure during processing, then uploaded to the correct employee profiles, with a safeguard process for failed imports. This ensured compliance, preserved critical records, and freed the HR team from time-consuming manual uploads. “TAP gave us confidence that our employee files were safe, accurate, and easy to access in Paycor. Their process kept everything secure and on track.”- Payroll & Benefits, South Georgia Pecan

Buddy's Pizza Integrates Paycor with Toast

When your business is famous for flavor, your systems should deliver with the same precision. Buddy’s Pizza, the Detroit-style pizza icon with 26 restaurant locations across Michigan, needed to keep up with growing workforce demands. With over 700 employees, they were manually updating employee time, tips, and demographic data between Paycor and Toast. This process led to slowdowns and inconsistent information between platforms. Payroll and scheduling required reliable connections, but the disconnect between their Human Resources and Point-of-Sale (POS) systems made daily operations more difficult than they needed to be. TAP Innovations fixed that. TAP connected Paycor and Toast, automating the flow of employee data with live and scheduled integrations to reduce error and speed up service delivery behind the scenes. “Our employee data finally moves where it needs to without the extra work. TAP delivered what we needed.” – CFO, Buddy’s Pizza

ABC Imaging Migrates 1,600 Historical HR Documents

What happens when a company known for managing millions of printed documents finds itself buried under its own HR files? That was the challenge for ABC Imaging. With thousands of employee records stuck in ADP, their team faced a M.E.S.S (Manual Efforts & SpreadSheets), making it difficult to maintain compliance and efficiency across locations nationwide. TAP Innovations introduced its proprietary and secure Historical Document & Data Migration Solution™. TAP automated the extraction and transfer of employee files W2s, W4s, i9s, personnel files, and agreements while also migrating employee wage history and job history into Paychex. Every record was moved accurately and securely, eliminating the risks of manual processes and freeing up staff for higher-value tasks. “Appreciate all of your assistance on this project.” Vice President of Operations, ABC Imaging

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

Open Arms Home Care Integrates Paycor with HHA

In home care, trust and accuracy matter just as much behind the scenes as they do at the bedside. Open Arms Home Care provides compassionate, personalized care to seniors and individuals with special needs across Pennsylvania. With caregivers tracking time in their Homecare EHR system and payroll processed in Paycor, keeping data aligned became increasingly challenging. Manual reconciliation of time entries created delays, errors, and unnecessary administrative burden for a growing care team. TAP Innovations partnered with Open Arms Home Care to automate time tracking and payroll integration between HHA and Paycor, applying business logic to ensure accurate regular pay, overtime, and vacation tracking. “We can finally trust our payroll data. Everything just flows.” - CFO, Open Arms Home Care

Wise Sons Deli Migrates 823 Historical HR Documents

Picture this: your team is trying to serve up world-class hospitality while juggling stacks of old HR paperwork. That was the reality for Wise Sons Deli, where employee files piled up across systems and slowed down HR operations. Their staff was stuck in a M.E.S.S (Manual Efforts & SpreadSheets), losing valuable time that could be spent supporting people and business growth. TAP Innovations stepped in with its proprietary and secure Historical Document Migration Solution™, seamlessly transferring employee records from Paycom into Paylocity. With automation, accuracy, and data security baked in, TAP gave Wise Sons a recipe for smoother HR workflows and faster compliance checks. “The project is going smoothly as planned, and I am happy with the development. Fantastic job by TAP! Looking forward to seeing the uploaded documents.” - VP People, Wise Sons Deli

Kiolbassa Provision Migrates 9,502 Historical HR Documents

What’s harder making the perfect smoked sausage or managing thousands of HR files by hand? For Kiolbassa Provision, a Texas-based leader in authentic, premium sausages, the paperwork was starting to feel like the bigger challenge. Their HR team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets), managing 9,502 employee documents that included W2s, W4s, I-9s, confidentiality agreements, and personnel files. Transitioning from ADP to Paycor required accurate migration of sensitive employee information, and the manual process risked being slow, costly, and error-prone. TAP Innovations delivered its secure Historical Document Migration Solution™, automating the upload of HR files from ADP into Paycor employee profiles. TAP’s smart workflows ensured data protection, eliminated manual workloads, and gave the HR team peace of mind. “This migration freed our HR team to focus on people, not paperwork.”- HR Manager, Kiolbassa Provision

Multi Brand Hospitality Company Migrates 35,644 Historical HR Documents

Creating memorable hospitality and entertainment experiences requires energy, creativity, and focus, but a multi brand hospitality company found its HR operations overwhelmed by tens of thousands of historical employee records. With 35,644 HR documents spread across systems, the HR team was buried in a M.E.S.S (Manual Efforts & SpreadSheets) that slowed compliance checks and consumed valuable staff time. Employee records including W2s, W4s, I-9s, personnel files, and agreements were difficult to locate and manage at scale, especially across multiple venues and brands. TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the migration of all historical HR files into the organization’s HCM platform. Secure workflows ensured accuracy, consistency, and protection of sensitive employee data across the entire portfolio. "Project is on track and completed from the TAP side. Waiting for final validation." - Director of Operations, hospitality company

Trout Unlimited Finds Nonprofit Staffing Solution

In conservation work, timing matters. From restoring streams to advocating sustainable fishing practices, Trout Unlimited knows the value of precision and expertise. Based in Virginia with operations across more than 10 states, this nonprofit supports 220 locations with a clear mission: protect and restore coldwater fisheries for generations to come. To carry this mission forward, their internal operations needed equally thoughtful support. As Trout Unlimited prepared for a Paylocity and NetSuite integration, the organization faced a bandwidth challenge. They required consulting expertise and a trusted advocate who could guide the process while freeing their teams to stay focused on conservation priorities. TAP’s Global 'Gig Economy' People Model™ provided that solution. With consulting resources deployed for a 17-week engagement, TAP supplied knowledgeable professionals who understood system integration and nonprofit staffing needs. The result was smooth collaboration, flexible expertise, and dependable delivery that ensured Trout Unlimited could keep moving forward. “TAP’s people made the difference, providing clarity, support, and partnership throughout our integration process.” - Trout Unlimited, VP, People & Culture

M Chest Pharmacy Advances with Automated HR Reporting & Analytics

Imagine running payroll with constant stress about whether the numbers will add up. That was the reality for M Chest Pharmacy, a Texas-based provider of pharmaceutical services with 3 regions, 120 locations, and a workforce of over 120 employees. With operations rooted in personalized care for their patients, the back-office reporting struggles caused unnecessary headaches. Manual Efforts & SpreadSheets, or M.E.S.S, created time-consuming bottlenecks and left leaders without reliable, timely insight into payroll variances. TAP’s Reporting & Analytics Solution™ stepped in with a secure and phased approach to streamline workflows. By replacing manual processes with automated dashboards and real-time insights, M Chest Pharmacy gained faster visibility into payroll trends and improved decision-making. Their Director of HR shared, “So happy with the work and providing updates on time to keep us on the same page. Great teamwork and accurate results every time.”

Avellino Consulting Finds Technology Staffing Solution

For consulting firms, speed and adaptability are essential. Avellino Consulting, a Pennsylvania based advisory firm, needed specialized expertise to establish best practices for a client’s JIRA projects without slowing critical initiatives. Avellino partnered with TAP through TAP’s Global 'Gig Economy' People Model™, gaining immediate access to an experienced JIRA administrator on a flexible, time and materials basis. TAP’s people integrated quickly, worked securely, and provided clear daily visibility through updated timesheets, helping Avellino maintain momentum and deliver with confidence. “TAP helped us move faster, with skilled professionals who felt like part of our own team. Their ability to align quickly with our needs was exactly what we required.” - Avellino Consulting, Principal

CADY Studios Integrates Lever with Paycor

Creativity and growth go hand in hand when managing a fast moving, people driven business. CADY Studios is redefining school and senior photography with magazine style imagery and a strong focus on customer experience. Operating across multiple states and studio locations, CADY relies on efficient hiring and onboarding processes to support seasonal and full time staffing needs. With Lever as their Applicant Tracking System and Paycor as their Human Capital Management platform, keeping candidate and new hire data aligned became increasingly important as the business expanded. TAP Innovations partnered with CADY Studios to automate the flow of recruiting and new hire data between Lever and Paycor, reducing manual work and improving data consistency. “New hire information now flows automatically, which has taken a lot of manual work off our team.” - Director of Human Resources

MGA Homecare Advances with Automated HR Reporting & Analytics

Every month, MGA Homecare and its affiliates faced the challenge of juggling thirty separate payroll reports while serving patients across AZ, CO, TX, and CA. With over 1000 employees providing healthcare, therapy, and behavioral services, these reporting inefficiencies created a M.E.S.S (Manual Efforts & SpreadSheets). Instead of enabling quick decisions, the reports slowed analysis and demanded time that could have been spent improving patient care. Through a secure and phased partnership, TAP’s Reporting & Analytics Solution™ brought MGA clarity and speed. By consolidating reports, automating updates, and providing real-time insights, leadership could finally focus on care delivery instead of data chaos. “TAP made a meaningful impact on our operations. We went from struggling with manual reports to having clear, consolidated dashboards that drive our decisions daily.” – CFO, MGA Homecare

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

Behavioral Health Nonprofit Migrates 7,500 Historical HR Documents

Providing behavioral health services to children and families requires focus, compassion, and consistency, but one community based behavioral health nonprofit found its HR team overwhelmed by years of historical employee records. With 7,500 HR documents stored in legacy systems, staff were slowed by a M.E.S.S (Manual Efforts & SpreadSheets) that made compliance reviews stressful and time consuming. Critical employee records including W2s, W4s, I-9s, personnel files, and agreements required secure handling and accurate migration, yet manual processes made progress slow and error prone. TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the extraction and migration of historical HR files into Paylocity. Smart workflows ensured accuracy, protected sensitive data, and eliminated manual effort. "We finally feel in control of our records again." - Security & Technology Manager, behavioral health nonprofit

Unleashed Brands Migrates 10,000 Historical HR Documents

What is more challenging, growing a portfolio of national franchises or managing thousands of legacy HR documents? For Unleashed Brands, the parent company of Urban Air and 5 other youth enrichment brands including Snapology and The Little Gym, the mountain of files was slowing their momentum. With 10,000 historical documents, including W2s, W4s, I9s, confidentiality agreements, and personnel files, their HR team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets). Transitioning from HR Alliance to Paycor meant endless uploads, compliance concerns, and potential errors. TAP Innovations delivered its secure Historical Document Migration Solution™, automating the transfer of records from HR Alliance into Paycor profiles for every Urban Air location. The result was accurate, secure migration and a massive reduction in HR workload. “TAP gave us exactly what we needed to ensure smooth migration across our locations."- HR Director, Unleashed Brands

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