Success Stories - TAP Innovations

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Every organization reaches a point where outdated technology holds back progress.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

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

Spinal Elements Migrates 15,672 Historical HR Documents

What’s more complex designing advanced spinal implants or moving thousands of HR files by hand? For Spinal Elements, a leading innovator in spinal surgery solutions, the latter was becoming an unmanageable burden. Their HR team faced a M.E.S.S (Manual Efforts & SpreadSheets), struggling with 15,672 employee documents including W2s, W4s, I-9s, confidentiality agreements, and personnel files. Transitioning from Paycom to Paycor would have meant hours of manual uploads, creating risks for accuracy, compliance, and data security. TAP Innovations solved this challenge with its secure Historical Document Migration Solution™. Using smart workflows, TAP automated the migration of all documents from Paycom into Paycor employee profiles saving time, protecting sensitive employee data, and ensuring accuracy from start to finish. “TAP handled our migration so we could stay focused on our people and our mission.” - Director of Human Resources, Spinal Elements

Fire Protection Services Company Completes Project Management System Discovery

Keeping people and property safe requires precision, reliability, and efficient execution. A regional fire protection services company specializing in system design, installation, and maintenance found its internal operations slowed by disconnected tools and manual workflows. With multiple systems supporting time tracking, accounting, and service management, teams were forced into repetitive data entry and workarounds that increased risk and reduced visibility. Leadership knew growth and compliance demanded a clearer operational foundation. TAP’s Project Management System Discovery provided that clarity. Through an on-site workshop using Lean and Six Sigma process improvement methods, TAP evaluated the organization’s current state across people, process, information, and technology. The collaborative engagement identified bottlenecks, surfaced quick wins, and delivered a structured roadmap to guide future system decisions. "TAP brought structure to our decision making. Their discovery gave us visibility into what was slowing us down and clarity on how to move forward." - Vice President, fire protection services company

Hamra Management Integrates Paycor with Panera Bread

Have you ever tried keeping seven thousand employee records updated across multiple brands and regions? Hamra Management, a franchise operator for brands like Panera Bread, Wendy's, and Noodles & Company, knows that challenge all too well. Operating across the Midwest, Southwest, and Southeast, Hamra needed Paycor to sync perfectly with their Panera Bread Point-of-Sale (POS) system. But with no built-in connection, employee updates required manual coordination between HR and store operations. The result? Delays, mismatches, and inefficiencies that slowed down both hiring and daily management. TAP Innovations fixed that. We created a high-frequency integration that securely extracts and validates employee data from Paycor every two hours, encrypts it, and delivers it to Panera Bread’s systems with precision and speed. “This solution let our team focus on hospitality and service, not spreadsheets. TAP Innovations helped us modernize how we work.” – President / CEO, Hamra Management

Lack Enterprises Integrates RTI with Paycor

In the quick service restaurant world, speed and consistency are everything, not just at the drive thru, but in payroll as well. Lack Enterprises, operating under the Checkers brand, supports thousands of employees across multiple locations and countries. With RTI managing point of sale operations and Paycor supporting HR and payroll, keeping employee and pay rate data aligned across systems became increasingly complex. Manual updates between POS and HR systems slowed payroll processing and increased the risk of errors. TAP Innovations partnered with Lack Enterprises to automate the flow of employee data between RTI and Paycor, creating a more efficient and scalable workforce data process. “Payroll runs are smoother, and we spend far less time fixing data issues.”- Payroll Manager, Lack Enterprises

Lotte Global Logistics Integrates Paycor with Microsoft Business Central

In logistics, speed and accuracy are only possible when systems move in sync. Lotte Global Logistics provides transportation, warehousing, and supply chain services across the Southwest, supporting a growing workforce spread across numerous locations. With Paycor managing HR data and Microsoft Business Central supporting ERP operations, keeping employee information aligned across platforms became increasingly difficult. Manual data entry between systems slowed processes and introduced unnecessary risk for payroll, accounting, and compliance teams. TAP Innovations partnered with Lotte Global Logistics to automate employee demographic data transfers from Paycor into Microsoft Business Central using secure APIs and SFTP methods. “The integration went smoothly and saved us a significant amount of time across teams.”- Human Resources Manager, Lotte Global Logistics

Olympus Insurance Migrates 266 Historical HR Documents

What if every HR file you needed tax forms, signoffs, and personnel records could appear instantly where you need them? For Olympus Insurance, that wasn’t the case. Their team was stuck with a M.E.S.S (Manual Efforts & SpreadSheets), combing through ADP to locate and transfer historical HR documents into Paycor. This manual approach slowed processes, introduced risks, and wasted valuable time. TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the transfer of 266 employee files from ADP into Paycor. Every document type W2s, W4s, i9s, agreements, and personnel files was securely extracted and delivered with accuracy and speed. The solution removed human error and gave Olympus Insurance confidence in their compliance readiness. “We appreciated the lightning-fast completion of downloads and the great communication throughout.”- Director of Human Resources, Olympus Insurance

Netrio Integrates PRTG with ZohoDesk

Are your support teams juggling too many ticketing platforms just to get one customer issue resolved? That was the challenge for Netrio, a technology solutions provider based in Texas. Managing tickets from various systems like PRTG, ZohoDesk, and Phaseware was creating bottlenecks in their IT Support and Service Desk operations. For one of their key customers, MNJ, the lack of system integration caused workflow gaps that slowed down their ability to respond efficiently. TAP Innovations fixed that. TAP connected their existing platforms using tools like Zapier and SQL Server to centralize their ticketing and streamline operations. “This integration saved us hours of tracking down tickets. Everything talks to each other now, and our team can focus on solving problems instead of managing systems.” – President, Netrio

Fireside Campaigns Migrates 2,000 Historical HR Documents

Ever felt like your HR documents were multiplying faster than you could organize them? That was the challenge for Fireside Campaigns, a fast-moving marketing and communications firm in Washington, DC. Their team was bogged down managing thousands of sensitive employee files scattered across multiple systems. The result? A M.E.S.S (Manual Efforts & SpreadSheets) that drained staff time and left compliance teams frustrated. TAP Innovations stepped in with its secure Historical Document Migration Solution™. Our team migrated files from ADP and Google Docs directly into Paycor, automating the process and ensuring each W2, W4, i9, contract, and personnel record landed in the right place. Sensitive employee information was fully secured, and Fireside Campaigns gained clarity and control over their data. “Thank you TAP for making our job that much easier.” - President, Fireside Campaigns

Manufacturing and Packaging Company Migrates 6,033 Historical HR Documents

Have you ever felt like your HR team spends more time managing paperwork than supporting people? That was the case for a multi-state manufacturing and packaging company serving customers across food, personal care, and industrial markets. With operations spread across several facilities, their HR teams were dealing with a M.E.S.S (Manual Efforts & SpreadSheets) while managing thousands of employee records split across multiple HCM systems. TAP Innovations stepped in with its secure Historical Document Migration Solution™, automating the transfer of more than 6,000 employee files. From W2s and W4s to I-9s, personnel files, and agreements, every document was migrated accurately and securely, restoring confidence in compliance and efficiency. "The migration process removed a huge burden from our HR team."- Security & Technology Manager, manufacturing and packaging company

Goldfarb Properties Integrates Paycor with Yardi

If time is money, Goldfarb Properties was spending too much of both. This real estate management firm, with 14 locations across New York, New Jersey, and Florida, faced a repetitive and time-consuming task every month. Two employees dedicated two full days to converting payroll journal data from their Paycor Human Resources platform into a format suitable for their financial system, Yardi. That kind of manual effort is all too familiar in real estate, where financial precision matters and data flows between systems are often anything but simple. TAP Innovations fixed that. By connecting Paycor to Yardi through automated integration, TAP turned a multiday process into a streamlined weekly task, saving valuable time and reducing error risk. “Now our payroll data flows into Yardi without the back-and-forth. It's a win for finance and operations.” – CFO, Goldfarb Properties

Boys Electrical Contractors Integrates WorkMax with Paylocity and Vista Viewpoint

Running across two regions and 85 active locations, Boys Electrical Contractors knew something had to give. With complex project schedules, time tracking, and payroll data split across systems like WorkMax, Paylocity, and Vista Viewpoint, manual updates had become a daily chore. The bigger they grew, the harder it became to keep their data consistent and their teams focused. Keeping three different platforms aligned manually is a burden that most construction and trade companies know all too well. Duplicate entry, missed updates, and delayed reporting add unnecessary risk and slow down operations. Well, TAP Innovations fixed that. By delivering intelligent integrations across their HR and Enterprise Resource Planning (ERP) systems, TAP automated data syncing and eliminated error-prone processes. “The time we’ve gained back with this solution has helped us focus on our core work, not spreadsheets.” - President of Boys Electrical Contractors

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

Logistics Software Company Migrates 1,000 Historical HR Documents

When a company is focused on moving freight smarter and faster, the last thing it wants is HR paperwork slowing things down. That was the situation for a logistics software provider specializing in transportation management solutions. With 1,000 historical HR files including W2s, W4s, I-9s, personnel records, and agreements locked in Paychex, the HR team needed a secure and efficient way to migrate everything into UKG. The team was bogged down in a M.E.S.S (Manual Efforts & SpreadSheets), spending time on file retrieval instead of supporting employees. Beyond inefficiency, the risk of compliance errors added pressure to get the migration right. TAP Innovations implemented its proprietary Historical Document Migration Solution™, using smart workflows to automate the secure transfer of all employee artifacts. The result was a seamless migration from Paychex to UKG with full accuracy and built-in security safeguards. "The process was faster and easier than expected." - Director of Information Security & Compliance, logistics software company

Regional Workforce Nonprofit Migrates 5,002 Historical HR Documents

What if your HR team had to dig through thousands of files every time a compliance check came up? That was the daily reality for a large regional nonprofit focused on workforce development and community programs. With thousands of employee records spread across legacy systems, staff were weighed down by paperwork instead of supporting people and programs that change lives. The HR department was stuck in a M.E.S.S (Manual Efforts & SpreadSheets). Managing more than 5,000 historical HR documents including W2s, W4s, I 9s, and personnel files became time consuming and risky from a compliance standpoint. TAP Innovations introduced its secure Historical Document Migration Solution™. Using automated workflows, TAP migrated employee records into the organization’s new HCM system with accuracy, efficiency, and built in data protection. ""- Director of Information Security & Compliance, regional workforce nonprofit

Unleashed Brands Integrates ATS with Paycor

With more than 400 locations and 2,600 employees, Unleashed Brands, the parent company of Urban Air and five other youth enrichment brands including The Little Gym and Snapology, needed a smarter way to connect their Applicant Tracking System with their HR platform, Paycor. Their challenge was unique because one hiring system had to support hundreds of Paycor client IDs across different franchise brands. TAP Innovations built a customized webhook based integration that activates as soon as a candidate is marked “Hired” in the applicant tracking system. That data is automatically mapped to the correct Paycor client ID and sent through the new hire interface to ensure accuracy and scalability. “This solution aligned perfectly with how we manage hiring across multiple brands. It is built to scale with us.” - Senior HR Lead, Unleashed Brands

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

Mosaic Management Advances with Automated HR Reporting & Analytics

Imagine running multiple senior living communities, each with different staffing needs, shifts, and managers, but no clear way to see if your people are aligned to your budget. For Mosaic Management, a senior care organization with operations across OR, FL, CA, and MA, the struggle with M.E.S.S (Manual Efforts & SpreadSheets) became overwhelming. Leaders needed reliable insights to track staffing hours by building, position, and shift without waiting on outdated reports. The lack of streamlined reporting made decision-making slower and more stressful. TAP’s Reporting & Analytics Solution™ provided a phased and people-focused approach. By automating their reporting and giving managers side-by-side views of worked versus budgeted hours, Mosaic unlocked time savings and visibility across 22 locations. Real-time dashboards replaced spreadsheets, ensuring managers had the data they needed when they needed it. "Though the project was eventually canceled, working with TAP was a great experience. The organization, communication, and level of project management set a standard we wish all vendors followed." – Director of Accounting, Mosaic Management

Edgewood Family Medical Center Advances with Automated HR Reporting & Analytics

Healthcare organizations juggle endless patient needs and compliance requirements, but behind the scenes, reporting challenges can feel like an even bigger headache. Edgewood Family Medical Center, a trusted provider of family medicine in California with six locations and more than 370 employees, knew firsthand the frustrations of navigating M.E.S.S (Manual Efforts & SpreadSheets). Their teams faced time-consuming reporting processes, missing visibility across key data points, and inconsistent outputs that made it difficult to make fast, confident decisions. Information that should have been at their fingertips often required hours of backtracking and manual validation. Through a secure, phased approach, TAP delivered TAP’s Reporting & Analytics Solution™ with real-time dashboards and streamlined reporting workflows. This people-focused solution empowered Edgewood with accurate insights and eliminated their reliance on the M.E.S.S. “You guys are up there, working hard, trying to get everything, you guys have made tremendous progress, you folks have been fantastic.”

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