Customer Successes
TAP offers amazing integrations, analytics, and custom app solutions and services to transform your business and build your ‘roads to efficiency’. These span HCM systems, Restaurant systems, and Custom Apps. Browse these categories to find the perfect solution for you and your team.
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
Worth Financial Group Automates OFAC Verification and Reporting
In financial services, compliance is non negotiable and accuracy is everything. Worth Financial Group provides financial planning and investment advisory services to individuals and businesses across Texas and New York. Like all financial institutions, Worth Financial Group is required to regularly verify clients against OFAC sanction lists to remain compliant. That verification process relied heavily on manual steps, downloaded lists, and spreadsheets, which consumed valuable time and introduced risk. TAP Innovations partnered with Worth Financial Group to replace manual OFAC checks with an automated, secure verification and reporting solution. “We eliminated hours of manual compliance work and gained confidence in the accuracy of our reporting.”- Compliance Manager, Worth Financial 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
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
Multi Location Storage Company Transforms Operations with Custom SaaS Management Platform
Managing dozens of self storage facilities efficiently requires more than spreadsheets and manual coordination. A multi location storage management company operating across Texas found that disconnected systems and manual processes were limiting growth, increasing errors, and creating friction for both staff and tenants. With more than 20 locations to oversee, leadership needed a unified platform to manage tenant data, billing, access control, and reporting. Manual tracking and siloed tools made it difficult to scale operations while maintaining security and a positive customer experience. TAP’s Custom App™ delivered a purpose built SaaS storage management platform. Over an extended development engagement, TAP partnered closely with the organization to design and deploy a centralized system that automated core workflows while introducing a modern digital experience for tenants and managers alike. "I give 5 out of 5 for the excellent work so far. Today’s demo was great, and I am happy with the progress." - Chief Executive Officer, storage management company
DigitalBlue Software Upgrades To Government Services Web Portal
Every organization reaches a point where outdated technology holds back progress. For DigitalBlue Software, the opportunity to innovate came with their partnership to support the Kickapoo Tribal Nation. DigitalBlue, based in Texas, has built its reputation on developing software solutions that drive operational efficiency and stronger customer engagement. Their mission aligned perfectly with the Nation’s goal to modernize its social services management. Replacing a legacy MS Access system required flexibility, scalability, and security that only a tailored solution could provide. TAP’s Custom App™ was implemented to elevate service delivery and access for Tribal Members. The collaboration delivered more than just technology, it restored confidence in how community members interact with essential resources. “This project gave us a powerful way to connect services and people effectively” - DigitalBlue Software, Founder & CEO
McNelly Services Streamlines Scheduling and Invoicing with Custom Time Tracking App
When property managers needed responsive service partners, McNelly Services always answered the call. Yet as their client base grew and requests poured in from commercial facilities, the volume of scheduling, invoicing, and time tracking reached a breaking point. McNelly Services, Inc., a trusted provider of property maintenance and construction services across Illinois and Wisconsin, had built its reputation on reliability and round-the-clock availability. What they lacked was a modern way to handle the pace of operations. A tailored solution was essential, and that solution came in the form of TAP’s Custom App™. The new platform streamlined workflows, connected systems, and gave leadership new insights into daily operations. “We really appreciated how efficient the team was with changes and were excited to roll out our enhanced solution.” - McNelly Services Inc., VP
Team Trident, LLC Modernizes Workforce Management with Custom App
Growth can be exciting, but it also brings pressure to keep operations lean and effective. As Team Trident prepared for a new phase of expansion, their leadership knew that doubling in size could not mean doubling the workload for their internal staff. Team Trident, LLC, based in Texas, provides project management, consulting, and business solutions across industries, with a focus on helping organizations reach their goals. They needed a way to simplify how they managed employees, projects, and payroll while ensuring accuracy and scalability. TAP’s Custom App™ became that bridge, integrating key business processes into a unified platform. “We are very happy with what we see and appreciate the proactive and transparent communication.” - Team Trident, LLC, President
MLR Tribal Solutions Streamlines Medical Claims Processing System
For many tribal organizations, accurate and secure management of healthcare data is not just an operational need, it is a lifeline for communities. MLR Tribal Solutions, based in Texas and serving multiple tribes across the United States, found themselves limited by outdated SharePoint systems and manual spreadsheets. With critical medical claims and patient data at risk of inefficiencies and errors, they knew it was time for a secure, cloud-based platform that could scale with their growing services. TAP’s Custom App™ provided the modernization they needed to streamline claims processing, strengthen compliance, and empower staff to focus on serving tribal members effectively. “TAP delivered a reliable and secure solution that gave us confidence in managing claims data. Our teams gained efficiency and our clients benefitted from a stronger system.” - MLR Tribal Solutions, VP Sales
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
CoLiant Solutions Tracks Time with Time Tracking Application
Imagine this: crews are on the job, hours are piling up, and yet the billing team struggles to keep everything accurate and timely. That scenario can create real headaches in construction, where every minute counts. CoLiant Solutions, a trusted IT consulting and managed services firm, recognized this issue firsthand. Operating across more than five states, they needed a way to capture time efficiently and ensure seamless integration with their Sage application. That is where TAP’s Custom App™ delivered results. By aligning technology to the realities of project work, TAP provided a streamlined system that improved tracking and job data flow. The impact was clear: billing became accurate, workflows ran smoother, and client confidence grew. “TAP’s team delivered a practical solution that brought measurable improvements to our invoicing and time management systems.” - CoLiant Solutions, CIO
MPI Products Integrates Time with Paycor
With operations spread across MI, WI, IN, CA, VT, and DC, MPI Products runs 11 regional locations and supports over 765 employees in the automotive, manufacturing, and parts industries. Like many growing manufacturers, MPI Products faced a bottleneck that slowed down employee time tracking and payroll operations. Manual processing of time data was prone to errors and consumed valuable hours each week. This gap left teams juggling data files, conversions, and uploads without a reliable system in place. Accuracy was critical, but human error was inevitable. Managing time data manually before uploading to Paycor was inefficient and risky. Well, TAP Innovations fixed that. TAP developed a custom application using Microsoft technologies that automatically converts MPI Products’ employee time data into Paycor’s accepted format. “Everything runs smoother now that the time file gets processed correctly every time. TAP really helped us get our weekends back.” – Director of Corporate Administration, MPI Products
One Holland Corporation Upgrades Data Collection with Custom Application
Running restaurants takes more than great food. It requires consistent, efficient operations across every location. For One Holland Corporation, managing dozens of restaurant brands and concepts meant facing a daily reporting challenge. Managers sent sales, labor, and food usage data through scattered emails, slowing visibility and decision making. They turned to TAP Innovations for a structured, secure solution. TAP’s Custom App™ delivered a centralized reporting platform that streamlined how data was entered, accessed, and shared, giving leadership real clarity across the organization. “This was a much needed upgrade. We can't thank TAP enough!”- One Holland Corp, President
Digital Engagement Platform Launches Secure E Business Card Application
Growing a digital engagement platform requires more than innovative ideas. It demands scalability, security, and seamless user experiences. A west coast based digital communication platform focused on simplifying how businesses connect with customers found that its existing systems were limiting growth and slowing momentum. As user adoption increased, challenges emerged around platform performance, secure data handling, and onboarding workflows. Managing digital business cards, customer interactions, and payments required a stronger technical foundation to support long term growth. TAP’s Custom App™ provided that foundation. TAP partnered closely with the organization to design and enhance a secure e business card application that strengthened onboarding, improved performance, and ensured scalability. The solution modernized digital interactions while positioning the platform for future expansion. "TAP delivered solutions that pushed our platform to the next level and positioned us for sustainable growth." - Founder, digital engagement platform
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