Success Stories - TAP Innovations

Ballast Point Integrates Paycor with 7Shifts

Brewing great beer is an art. Running a brewery with multiple retail and hospitality locations is a science. Ballast Point, a well-known craft brewery in California, excels in both. But behind the taproom doors, their teams were bogged down by outdated processes and disconnected systems between Paycor and 7Shifts. With over 500 employees across 7 locations, managing employee schedules, time punches, and pay rates across platforms was manual and time-consuming. Payroll teams were buried in spreadsheets, trying to match hours and pay codes while ensuring compliance and accuracy. TAP Innovations fixed that. We delivered a custom integration that keeps employee records, earnings, and time punches in sync, automating critical payroll and scheduling workflows. “Appreciate all of your work on everything!” – VP Finance, Ballast Point

Peterson Management Group Migrates 83,000 Historical HR Documents

Imagine running a busy restaurant chain and trying to keep track of tens of thousands of employee documents at the same time. That was the challenge for Peterson Management Group, the team behind Dallas favorites Aw Shucks and Big Shucks. With 83,000 HR files stuck in sSolved and a new system transition underway, the weight of manual data work was creating a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the transfer of W2s, W4s, I-9s, confidentiality agreements, and personnel files from iSolved to Paycor. Sensitive records were handled securely, efficiently, and with zero disruption to operations. “Outstanding service from TAP on this project!”- Senior Vice President, Sales, Peterson Management Group

C2XCEL Leverages IT Expert for Data Summarization

Does your company feel like it is stuck in a spreadsheet maze with no clear way out? That was the reality for C2XCEL, a TX-based telecommunications and IT consulting provider supporting 11 locations across the Southwest. Their commission data, stored in Excel files dating back to 2017, made it nearly impossible to generate consistent and timely reports. The volume of data and lack of structure created a M.E.S.S (Manual Efforts & SpreadSheets) that frustrated teams and slowed decisions. TAP introduced a secure phased approach with TAP’s Reporting & Analytics Solution™ to streamline processes and create clarity. With automated summaries and real-time dashboards, the C2XCEL team gained access to actionable data that helped them serve clients and make informed decisions with confidence.“TAP helped us turn complex spreadsheets into actionable insights. Their team was responsive, thorough, and focused on making our lives easier.” - CEO/President, C2XCEL

CookNSolo Restaurants Integrates Toast with Paycor

In the restaurant world, timing and precision matter just as much behind the scenes as they do on the plate. CookNSolo Restaurants operates a portfolio of award winning dining concepts, each with its own staff, schedules, and point of sale activity. With Toast managing in restaurant operations and Paycor handling HR and payroll, keeping employee data aligned across systems became increasingly complex. Manual updates between POS and HR systems slowed processes and introduced unnecessary risk. TAP Innovations partnered with CookNSolo to automate employee and time data movement between Toast and Paycor, giving their operations team a cleaner and more reliable workflow. “The integration removed a lot of manual work and made our payroll process much easier to manage.” - Director of Operations. CookNSolo

Paulino Integrates Paycor with HHA

Ever felt buried in spreadsheets? Paulino Home Care, a trusted provider of compassionate care for the elderly and disabled, operates across 12 states with one primary location. Despite their strong commitment to delivering high-quality home-based services, managing time tracking and payroll across systems had become a major challenge. Manual data entry between their Home Health Application (HHA) and Paycor Payroll Software created slowdowns, inaccuracies, and unnecessary stress for staff already focused on critical care delivery. It was the kind of problem that hits operations, costs, and morale all at once. TAP Innovations fixed that. TAP connected HHA with Paycor by building a custom integration that automates time tracking, earnings calculations, and payroll mapping using a mix of Application Programming Interfaces (APIs), business logic, and real-time error detection. “We were looking for reliability and efficiency in our payroll processing, and TAP delivered both.” - Benefits Manager, Paulino Home Care

Human Interest Migrates 32,000 Historical HR Documents

Ever felt overwhelmed by endless employee files piling up across multiple platforms? That’s exactly where Human Interest found themselves. With thousands of HR documents sitting in Zenefits and ongoing hiring data in Greenhouse, their team faced a M.E.S.S (Manual Efforts & SpreadSheets). The risk of losing access to historical records during their move to Paycor was real, and the manual effort to manage it all was daunting. TAP Innovations implemented its proprietary and secure Historical Document & Data Migration Solution™, automating the extraction and migration of 32,000 employee documents. This included a one-time migration from Zenefits into Paycor and continuous monthly transfers of new hire files from Greenhouse. With automation, TAP ensured accuracy, security, and timeliness while removing the risk of human error. “The automation saved us countless hours and gave us confidence that our records were accurate and secure.” – Sr. Director, People, Human Interest

Pueblo Mechanical Integrates Paycor with COINS

Imagine outdated tools slowing growth across a business with 11 locations in the Southwest and West. Pueblo Mechanical, a trusted provider of heating, ventilation, and air conditioning solutions for both residential and commercial clients, was operating across multiple states with a rapidly growing workforce. But they faced a serious gap in how employee and benefits data moved between systems. As they adopted Paycor for payroll and human resources, Pueblo Mechanical still needed data to sync with their Enterprise Resource Planning (ERP) platform, COINS. That meant without integration, teams had to re-enter employee demographic and benefit information manually, which increased the risk of errors and wasted time. This bottleneck was costing more than hours. It put productivity, accuracy, and even benefits administration at risk. TAP Innovations fixed that. By building a robust solution using custom APIs, Python, and Azure Functions, we integrated the Paycor platform with the COINS Enterprise Resource Planning (ERP) system, enabling real-time sync of employee changes without requiring manual input. “The TAP team gave us exactly what we needed to keep our HR and ERP systems aligned. It’s been a huge improvement for our operations.” – IT Director, Pueblo Mechanical

Bells Employment Agency Migrates 1,250 Historical HR Documents

For a staffing agency, time is everything. But Bells Employment Agency found themselves stuck managing HR records in a home-grown ATS platform that couldn’t keep up. With over a thousand employee files at risk of being lost in the transition to Paychex, their team faced a M.E.S.S (Manual Efforts & SpreadSheets) that drained time and created compliance risks. TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the migration of 1,250 HR files, including W2s, W4s, I-9s, personnel records, paystubs, and agreements. By eliminating manual work and ensuring security, TAP enabled Bells Employment Agency to move forward with confidence. “TAP gave us exactly what we needed fast, accurate, and secure migration.” – Chief of Operations, Bells Employment Agency

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

Tarian Group Advances with Automated HR Reporting & Analytics

What if one small typo in a payroll spreadsheet could ripple across an entire organization, causing delays, errors, and frustrated employees? That was the reality for Tarian Group, a consulting and advisory leader in risk management and operational efficiency with offices across KY, FL, and the Southeast, serving clients from 9 regions and 16 locations. Their teams wrestled with M.E.S.S (Manual Efforts & SpreadSheets) every payroll cycle, creating stress, errors, and lost time. Reports took hours, if not days, to produce and lacked the accuracy needed for compliance and confidence. TAP partnered with Tarian through a phased, people-focused approach that replaced tedious manual reporting with automation, real-time insights, and seamless dashboards. With TAP’s Reporting & Analytics Solution™, payroll and demographic data now flow securely and consistently, empowering leadership to focus on clients rather than manual tasks. "All good! TAP made reporting so much smoother for us and helped eliminate the back-and-forth errors we used to deal with," shared Tarian’s Principal MMSE.

OnTarget Partners Advances with Automated Salesforce Reporting & Analytics

Can you relate to spending hours buried in outdated spreadsheets, unsure if your data is complete or up to date? That was the reality for OnTarget Partners, a Texas-based business consulting and advisory firm specializing in advertising, marketing, and strategic growth initiatives. With 46 employees serving clients across the Southwest, OnTarget faced mounting challenges caused by M.E.S.S (Manual Efforts & SpreadSheets). This meant slow decision-making, duplicated effort, and limited visibility into team performance. To break free from the M.E.S.S, OnTarget partnered with TAP Innovations. Together, we rolled out a phased and secure solution centered on automation, dashboards, and real-time insights through TAP’s Reporting & Analytics Solution™. By simplifying reporting and giving leadership clear visibility, OnTarget shifted focus from managing spreadsheets to engaging clients and driving results. “Working with TAP felt like adding an extension to our team. Their Reporting & Analytics Solution gave us confidence in our numbers and the ability to make faster, smarter decisions,” said the CEO of OnTarget Partners.

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

Global Cloud Xchange Migrates 48,317 Historical HR Documents

What if your HR, payroll, and training records were scattered across multiple platforms, each requiring hours of manual handling? That was the reality for Global Cloud Xchange (GCX). With thousands of employee files, payroll records, and training modules across systems like BambooHR, Paychex, Accuchex, and Litmos, their HR team was facing a serious M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations introduced its proprietary and secure Historical Document & Data Migration Solution™, automating the extraction and migration of 48,317 documents and historical payroll data into Paycor. TAP also migrated training courses, modules, and results into Paycor Litmos using API-driven smart workflows, ensuring accuracy, speed, and security at every step. “I’m happy to close the project! Thank you all for the amazing work.” - Vice President, Human Resources, Global Cloud Xchange

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

Herbert, Rowland & Grubic, Inc. Migrates 2,500 Historical HR Documents

Have you ever felt like your HR team was drowning in file cabinets, legacy systems, and outdated records? That was the reality for Herbert, Rowland & Grubic, Inc. (HRG), with thousands of historical HR files slowing compliance checks and draining valuable staff hours. Their team was facing a M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations stepped in with its proprietary and secure Historical Document Migration Solution™. TAP automated the extraction and migration of employee files, moving them safely into Paycor while ensuring sensitive employee information remained fully protected. The result: accurate records, faster processes, and less stress for the HR team. “Happy with the project and everything seems to be in order. Thank you!” - Director of Human Resources, HRG

Koniag Government Services Integrates Paycor with Microsoft Active Directory

Imagine trying to manage employee data across 17 government-focused business units, all while making sure each department has accurate user access. That was the reality for Koniag Government Services, a professional services company supporting federal clients with IT, cybersecurity, and consulting solutions. Operating in the Southeast and Northeast, their employee data needed to move cleanly from their HR platform to Microsoft Active Directory. But the constant manual syncing introduced delays, triggered false alerts, and created confusion between employee terminations and internal transfers. You can see where this gets messy. Well, TAP Innovations fixed that. We automated daily updates from Paycor to Azure Active Directory, eliminating manual errors and ensuring changes like job transfers or name updates no longer slow down operations or misfire alerts. “Our IT team can now stay focused on strategic support rather than being tangled in user access cleanups. This integration was a real game-changer.” – Chief Business Operations Officer, Koniag Government Services

Maven Companies Finds Real Estate Staffing Solution

Every organization faces the constant challenge of balancing growth with the right talent. In staffing, timing is everything. Maven Companies, a strategic consulting and business solutions provider in CO, needed a flexible approach to scale quickly while keeping focus on their core expertise in technology, finance, and operations. Their need was simple yet pressing: access to skilled professionals, ready to step in and deliver without lengthy onboarding delays. TAP’s Global 'Gig Economy' People Model™ addressed this by bringing together the right mix of speed, collaboration, and global sourcing. TAP ensured Maven Companies had access to highly skilled consultants who could integrate seamlessly into existing teams. The result was faster project launches, real-time productivity, and confidence in consistent delivery. Maven Companies found that TAP’s people-first approach turned challenges into opportunities for growth. "TAP’s staffing support gave us the agility we needed and helped us move projects forward without missing a beat." - Maven Companies, President

Regional Developmental Services Nonprofit Migrates 9,380 Historical HR Documents

Supporting individuals with developmental disabilities requires dedication, precision, and consistency, but a regional nonprofit providing community based services found its HR operations slowed by thousands of historical employee records. With 9,380 HR documents spread across Paylocity and UKG, the HR team was buried in a M.E.S.S (Manual Efforts & SpreadSheets) that drained time and increased compliance pressure. Critical records including W2s, W4s, I-9s, personnel files, and agreements were difficult to locate and manage efficiently, creating stress during audits and daily HR operations. TAP Innovations deployed its proprietary and secure Historical Document Migration Solution™, automating the extraction and migration of all historical HR files into UKG. Smart workflows ensured accuracy, strengthened data security, and eliminated manual effort. "Uploading documents is on track and proceeding according to the given timeline." - Director of Operations, regional developmental services nonprofit

DIVENERGY Advances with Automated HR Reporting & Analytics

Imagine managing hundreds of employee records across multiple states while relying on M.E.S.S (Manual Efforts & SpreadSheets). For Diversified Energy Company PLC (DIVENERGY), a leading energy producer with over 600 employees across Alabama, Ohio, and West Virginia, this was the reality. Reports were delayed, accuracy suffered, and HR teams spent more time fixing errors than focusing on people. The M.E.S.S slowed compliance tracking, payroll accuracy, and employee onboarding. That is when TAP’s Reporting & Analytics Solution™ made the difference. Through a secure and phased approach, TAP delivered automation, dashboards, and real-time insights to replace manual reporting. The partnership centered on people and outcomes, helping DIVENERGY improve efficiency and confidence in decision making. “So happy with the work quality and the timely delivery of every file. TAP was a true partner for us.” – Director, DIVENERGY

FlowIQ: THE Enterprise Integration Platform

For 7+ years, TAP Innovations has seen the same story unfold: companies relying on HR, Finance, POS, CRM, and Reporting systems that simply don’t talk to each other. Teams re-key data, build endless spreadsheets, and manage workarounds just to keep business moving, resulting in one big M.E.S.S. (Manual Efforts & SpreadSheets). So we got to work, refining THE Integrated Digital Toolbox™ and our Global “Gig Economy” People Model™, proven across 70 industries and 600+ customers with a 4.8/5 CSAT. Just like a Cajun chef cooking the perfect gumbo, we’ve combined every ingredient and added our lagniappe: 12+ months of AI innovation, that “something extra.” When you mix those amazing ingredients together, voila. You get FlowIQ, a breakthrough Integration Platform as a Service (iPaaS) built to help you Work Smarter. Connect Anything. Automate Everything.

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