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.
Bandera Electric Cooperative Migrates 2,000 Historical HR Documents
What happens when a utility provider that powers entire communities risks losing access to its own HR foundation? That was the case for Bandera Electric Cooperative. With thousands of sensitive employee files locked in BambooHR and a move to Paycor underway, their HR team faced a M.E.S.S (Manual Efforts & SpreadSheets) that put compliance and accuracy at risk. TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the extraction and migration of 2,000 employee documents. From W2s and paystubs to personnel files and agreements, TAP’s smart workflows delivered a seamless transition, protecting sensitive data and removing the burden of manual effort. “The TAP team streamlined a complex process and gave us confidence that every file was secure and accounted for.” – Manager of Corporate Services, Bandera Electric Cooperative
HWV Hospitality Integrates Paychex Flex Time with Paychex Payroll
Calculating commissions, bonuses, and multi-state overtime manually is a full-time job, unless it’s automated. Highway West Vacations Hospitality, an award-winning hospitality management group, operates a portfolio of unique hotels and resorts across California and Oregon. With only 51 employees but multiple incentive pay structures and state-specific regulations, their team was buried in spreadsheets every payroll cycle. Bonus cycles varied, state rules conflicted, and incentive pay tracking was inconsistent. These manual processes were slowing down HR and finance teams, creating unnecessary stress and risking errors in payroll. TAP Innovations stepped in and automated the entire process. From overtime in New Hampshire to shift differentials in California, TAP connected Paychex Flex Time with Paychex Payroll using custom-built logic to calculate and deliver every category of additional pay. “Great work on running two live test payrolls without any issue. We’re happy to go live with it.” – CEO, HWV Hospitality
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
Universal Language Service Migrates 498 Historical HR Documents
Ever faced the risk of losing access to your company’s HR history overnight? That was the situation for Universal Language Service, a leader in translation and interpretation solutions across multiple states. With employee records locked inside ADP and a transition to Paycor underway, their HR team was suddenly stuck in a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations provided the answer with its secure Historical Document Migration Solution™. Our team helped pull nearly 500 W2s, W4s, I9s, contracts, and personnel files from ADP, secured them in Azure cloud storage, and uploaded them directly to employee profiles in Paycor. By automating the transition of sensitive data, TAP ensured legal compliance, accuracy, and peace of mind during the move. “TAP’s process gave us confidence that our employee documents were not only secure but also exactly where we needed them in Paycor.”- VP of HR, Universal Language Service
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
Consulting Firm Migrates 8,000 Historical HR Documents
What happens when a consulting firm known for strategy and innovation gets stuck in a sea of old HR files? That was the reality for a mid sized consulting firm, where thousands of employee records lived across multiple systems, complicating compliance and overwhelming staff with a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations implemented its secure Historical Document Migration Solution™, automating the movement of 8,000 employee files from Paycom into UKG. By streamlining this sensitive process, TAP ensured that compliance critical data like W2s, W4s, I-9s, confidentiality agreements, and personnel files were delivered with accuracy, timeliness, and security. "Thank you for all the help and support with the document migration." - Director of Information Security & Compliance, consulting firm
West Coast Fitness Integrates Career Plug with Paycor
West Coast Fitness, a premier franchisee of Orangetheory Fitness with 50+ studios across California, Ohio, and the western U.S., hit a recruiting roadblock. With 700 employees and dozens of locations hiring at any moment, the Talent Acquisition team was bogged down by one tedious task, manually re-entering every candidate’s details from CareerPlug into Paycor. The double data entry created delays, inconsistencies, and plenty of HR headaches. Enter TAP Innovations. By automating the flow of applicant data from CareerPlug straight into Paycor’s ATS, TAP eliminated the copy-and-paste grind and reclaimed hours of productivity each week. “Appreciate the communication handled by TAP independently with the vendor.” – Manager of Talent Acquisitions, West Coast Fitness
California Legal Services Firm Migrates 3,000 Historical HR Documents
Managing complex legal matters requires precision and focus, but a California based legal services firm found its HR operations slowed by thousands of historical employee records. With 3,000 HR documents spread across multiple platforms, the HR team was trapped in a M.E.S.S (Manual Efforts & SpreadSheets) that pulled attention away from client work. Sensitive employee records including W2s, W4s, I-9s, confidentiality agreements, and personnel files required careful handling, yet manual processes made the transition slow and risky. TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the migration of all historical HR files into the firm’s target HCM system. Smart workflows ensured accuracy, strengthened security, and eliminated manual effort. "Excellent work. You are doing the heavy lifting for us. Thanks!" - Director of Information Security & Compliance, legal services firm
Sequoia Consulting Group Integrates Paychex with Kantata
There’s a point when managing schedules and employee data across 24 different office locations gets too big for spreadsheets and copy-paste. That’s exactly where Sequoia Consulting Group found themselves. With nearly 900 employees across six states, this Human Resource Consulting and Business Services leader needed a better way to keep Paychex and Kantata in sync. The challenge was universal: multiple systems with overlapping data, delays from manual entry, and wasted time in operations. For a team focused on efficiency, that just didn’t work. TAP Innovations stepped in and built integrations that automatically sync employee demographic updates and schedule data from Paychex into Kantata, eliminating manual entry while improving data reliability. “I’m very happy with TAP’s progress. The regular updates and communication, especially the responsiveness in reaching out for clarification, have been greatly appreciated.” – CEO, Sequoia Consulting Group
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
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
Good Type Migrates 4,017 Historical HR Documents
Ever tried managing thousands of critical HR files while racing against a hard deadline? That was the reality for Good Type Inc., a Texas-based creative agency known for its innovative typography and design work. Facing the shutdown of their iSolved legacy system, the team had just weeks to secure 4,017 employee files before losing access. The challenge created a M.E.S.S (Manual Efforts & SpreadSheets) that no creative studio should have to handle alone. TAP Innovations delivered its secure Historical Document Migration Solution™, engaging a dedicated team to manually extract and organize every document. Files for both active employees and 2022 terminations were downloaded from iSolved, securely staged in Azure storage, and prepared for upload into Paycor. TAP’s structured process eliminated chaos, safeguarded compliance, and gave Good Type confidence in the accuracy of their HR history. “You guys are doing great, I give you a 5! I have been kept informed the whole way and I’m glad you are helping it would not have been fun doing it ourselves.”- Director of Operations, Good Type Inc.
Lifeline Ambulance Migrates 1,743 Historical HR Documents
When every second counts in emergency response, administrative bottlenecks shouldn’t slow things down. For Lifeline Ambulance, a healthcare provider with operations across Illinois, Michigan, and Tennessee, thousands of employee files were locked in Paylocity while their team transitioned into Paycor. Downloading and re-uploading every file by hand would have created a major M.E.S.S (Manual Efforts & SpreadSheets), pulling time and focus away from patient care. TAP Innovations deployed its secure Historical Document Migration Solution™, automating the transfer of 1,743 employee files including W2s, W4s, I9s, personnel files, and confidential agreements. Every document was downloaded in PDF format and pushed into the correct Paycor profile, ensuring compliance, accuracy, and timeliness all without burdening Lifeline’s internal team. “TAP has been amazing, and I would definitely give you a 5.” - Director of HR, Lifeline Ambulance
LineStar Integrity Services Integrates Paycor with Vista
What if your employee data lived in two places and neither one stayed updated? That was the challenge for LineStar Integrity Services, a leader in pipeline inspection and risk mitigation for the oil and gas industry. They needed to keep employee changes consistent between their HR platform, Paycor, and their primary business system, Vista. Without a direct connection between the two platforms, updates had to be made manually. This led to double data entry, delays in system updates, and a constant risk of inconsistencies. It was time-consuming and impacted operational accuracy. TAP Innovations fixed that. We delivered a smart solution that pulls data daily from Paycor using the Perform API, transforms it as needed, and pushes it directly into Vista through a secure file delivery process. “This solution gave us peace of mind and confidence in our employee data. TAP Innovations made our systems work together.” – Director of HR, LineStar Integrity Services
Capitol Concierge Migrates 5,250 Historical HR Documents
Even companies that thrive on providing high-touch, personalized services need their behind-the-scenes systems to run flawlessly. For Capitol Concierge, a leader in concierge and lifestyle management services, their HR team faced a big challenge. With over 5,000 employee files stored in APS and a move to Paycor underway, they risked drowning in a M.E.S.S (Manual Efforts & SpreadSheets) if the transition wasn’t handled properly. TAP Innovations implemented its secure Historical Document Migration Solution™, automating the migration of 5,250 HR documents. From W2s and I-9s to personnel files and agreements, TAP ensured accuracy, speed, and compliance while eliminating the risk of manual data transfer errors. “Happy to see the project finishing on time. Excellent progress this week, and the flexibility TAP provided was a huge help.” – Director, Human Resources, Capitol Concierge
Health Insurance Technology Company Migrates 11,127 Historical HR Documents
Ever feel like your HR team is drowning in forms and files instead of focusing on people? That was the reality for a health insurance technology company that supports large scale enrollment platforms. With more than 11,000 historical HR documents including W2s, W4s, I 9s, and personnel files, the manual workload created a constant drag on compliance and daily operations. The organization was stuck in a M.E.S.S (Manual Efforts & SpreadSheets), leaving sensitive employee data exposed to errors and audit risks. They needed a reliable way to protect records while reclaiming valuable staff time. TAP Innovations stepped in with its proprietary and secure Historical Document Migration Solution™. By leveraging smart workflows, TAP automated the migration of all employee artifacts directly within their HCM system, eliminating inefficiencies while strengthening data security. ""- Director of Information Security & Compliance, health insurance technology company
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
Community Bancshares of Mississippi Migrates 92,500 Historical HR Documents
Imagine managing operations across multiple locations while also overseeing nearly 100,000 employee HR documents scattered across aging systems. That was the challenge facing a regional financial services organization focused on maintaining strong community relationships. Its HR team was overwhelmed by a M.E.S.S (Manual Efforts & SpreadSheets), making it difficult to keep compliance-ready files organized across legacy HR tools and a newly adopted payroll platform. TAP Innovations delivered clarity through its proprietary Historical Document Migration Solution™. The team securely extracted and migrated more than 92,500 employee records, including tax forms, verification documents, contracts, and personnel files, into a modern payroll system. Each file was placed into a secure cloud environment and automatically mapped to the correct employee profile, ensuring accuracy while protecting sensitive employee and organizational information. “The migration of historical employee documents over multiple years was seamless. TAP’s process gave us full confidence in the security and accuracy of our records.” - Senior Leader, Regional Financial Services Organization
Civitas Learning Migrates 1,500 Historical HR Documents
When educational institutions depend on data to improve student outcomes, it’s no surprise that their own HR records must be just as precise. Civitas Learning, a leader in higher education analytics, faced a M.E.S.S (Manual Efforts & SpreadSheets) with employee data stored in Paylocity while transitioning to Paycor. They needed a fast, accurate, and secure way to bring 1,500 critical records into their new system. TAP Innovations delivered with its proprietary Historical Data Migration Solution™. Our team downloaded and mapped employee history, job titles, rates, and manager changes from Paylocity. We built clean import templates for Paycor, ensuring profiles for terminated employees were preserved, pay changes and promotions were updated, and compliance-critical records were securely transferred. “The process of aligning systems and preparing import-ready files was handled smoothly by TAP. Their structured approach saved us significant time and effort.” - General Counsel, Civitas Learning
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.”
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