Power Automate Consulting in Tampa, FL | Sunflower Lab
Microsoft Power Platform Partner

Power Automate for the Manual Work Tampa Bay Teams Are Still Doing By Hand

Claims sitting in an adjuster's queue. Patient case files re-typed between the EHR and three different portals. Tampa Bay operations teams lose hours a week to hand-offs a flow could run in seconds. Sunflower Lab has shipped 250+ Power Automate projects with a 96% retention rate — every engineer US-based, no offshore hand-off, ever.

Certified Experts In
Desktop RPA API Integrations AI Builder OCR Cloud Flows
SharePoint File Trigger Power Automate Active Processing Outlook / Teams Alert Sent
Our Capabilities

End-To-End Power Automate Services

Power Automate development is the practice of building automated workflows on Microsoft's Power Automate platform (part of the Power Platform) connecting apps like SharePoint, Dynamics 365, Outlook, and 750+ other systems so data moves between them without manual entry. For Tampa Bay businesses, this typically means automating insurance claims routing, healthcare prior-authorization and case documentation, and Port Tampa Bay manifest and customs paperwork, cutting the hours a team spends copying data between systems by up to 80%.

Strategic Automation Planning

Before any flow gets built, we walk your Tampa Bay team's processes end to end and flag which ones are worth automating now versus which need a fix first. You get a prioritized roadmap, not a sales pitch.

Process Audit ROI Scoping Governance Mapping

Power Automate Design & Development

We build cloud flows on Microsoft's 750+ connectors, or a custom API connector when Microsoft doesn't have one. Retry logic and error handling ship with the flow on day one, not after the first outage.

Cloud & Scheduled Flows AI Builder OCR Exception Handling

Power Automate Integration

Dynamics 365, SharePoint, SAP, Sage 300 — we connect what you already run, inside your existing Microsoft tenant and security setup. No rip-and-replace, no new vendor to manage.

Custom API Connectors ERP & CRM Sync On-Prem Data Gateway

Power Automate Desktop Service

Legacy insurance portals, older ERPs, state and county systems with no API: Power Automate Desktop clicks through the screen the way a person would, so the workflow gets automated without waiting on a system upgrade.

Screen Scraping Legacy Data Entry Unattended Bots
Pre-Built Solutions

Ready-To-Use Flow Templates

We deploy pre-designed automation blueprints to quickly integrate core processes and optimize operations.

Template 01

Intelligent Document Processing (IDP)

Extract unstructured data from incoming PDF documents using AI Builder OCR and parse information directly to target databases.

Deploy IDP Solution
1

Document Ingestion

Invoices or files arrive in Outlook attachment or SharePoint folder.

2

AI OCR Parsing

AI Builder parses metadata: amounts, vendor names, dates.

3

Verification Sync

Metadata verified and loaded straight to ERP database systems.

Template 02

Invoice Approvals

Establish strict, multi-stage approval routings for incoming accounts payable invoices based on departments.

Deploy Invoice Flow
1

Parse Invoice

Verify vendor records and extract total invoice amount.

2

Dynamic Routing

Teams notifications route approvals directly to department managers.

3

Ledger Update

Approved expenses ledger synced automatically inside ERP database.

Template 03

Purchase Order Automation

Eliminate manual entry mistakes by connecting purchase request portals to vendor order systems.

Automate PO Orders
1

PO Submission

Request logged inside SharePoint / Power Apps form portal.

2

Supplier Dispatch

Approved request dispatched straight to vendor via API connector.

3

Inventory Check

Inventory counts updated upon warehouse receipt registration.

Template 04

Onboarding & Offboarding

Synchronize account provisioning and license assignments across HR, IT, and operational divisions.

Streamline Onboarding
1

Candidate Logged

HR marks candidate as hired inside application dashboard.

2

Credential Provisioning

Automate Active Directory account setup and Office 365 licensing.

3

Equipment Allocation

Dispatches alerts to IT team for hardware logistics preparation.

Proven Impact

Real-World Automation Success Stories

See how our low-code integrations save hours, minimize error overhead, and connect data streams.

United Utility

7 divisions on one platform, 40+ hours of manual work cut weekly, $250K+ annual labor savings, delivered in under 60 days.

United Utility ran electrical construction across 7+ divisions with payroll errors, billing delays, and zero real-time visibility eating into operations. We built 20+ Power Apps including a custom payroll logic engine for union hall rules plus 14+ Power BI reports, delivered in under 60 days. Result: 40+ hours of manual work cut weekly, 100% payroll accuracy, all divisions unified on one platform, and $250K+ in annual labor savings.

View Case Study
United Utility case study
RCM Automation

200+ hours saved daily across departments for an IONM provider

A leading provider of Intraoperative Neuromonitoring (IONM) services, combining clinical expertise with real-time technology to enhance surgical outcomes.

View Case Study
IONM Provider case study
Dominion Engineering

Inspections From 15 Minutes to Seconds

Dominion Engineering's product inspections took 15 minutes each, with data scattered across disconnected systems. We connected SharePoint and Dynamics 365 through Power Automate, auto-generating inspection tickets and Teams alerts on every receipt trigger. Result: inspection time cut to seconds, 10-15 hours saved weekly, and 60 hours saved monthly in receivables.

View Case Study
Dominion Engineering case study
Metal Power Manufacturer

90% Faster Onboarding and Credit Approvals

A metal powder manufacturing company's onboarding and credit processes were slow and error-prone, with delivery reports taking up to 5 hours. Power Automate cut onboarding and credit processing time by 80-90%, dropped delivery reports to under an hour, and minimized human error in credit approvals.

View Case Study
Metal Power Manufacturer case study
Common Questions

FAQ

It watches for a trigger — a claim comes in, a form is submitted, a case is opened — checks a condition or two, then carries out a set of actions across the apps your Tampa Bay team already uses: your policy admin system, your EHR, Dynamics 365, SharePoint. No new software to learn; it runs inside what you already have.
For insurance: claims intake and renewal-document routing, replacing a manual check against a policy admin system. For healthcare: prior-authorization and verification-of-benefits checks, the same pattern behind our IONM provider engagement below. For logistics operators near Port Tampa Bay: manifest and customs-paperwork matching. All three replace a multi-step manual hand-off with a flow that runs unattended.
Yes. Cloud connectors reach modern policy admin and EHR platforms directly. Where a system predates APIs entirely — common with older AS/400 deployments and some regional carrier portals — we build with Power Automate for Desktop instead, operating the existing screens rather than requiring a system replacement.
Cost tracks scope, not location. Cloud flows are covered under most existing Microsoft 365 licensing; a single automated workflow built on top of that typically starts in the low five figures. Desktop RPA, premium connectors, and AI Builder credits add cost depending on how many legacy systems are involved — your free assessment lays out exactly which apply before you commit to anything.
A single cloud-only flow — one approval chain, one intake form — is typically live in 2-3 weeks. Add a legacy system that needs Power Automate for Desktop and it runs 4-6 weeks. A multi-flow program across claims, case management, and finance is staged in waves, so the first flow is live and paying back before the later ones ship.
There's no Sunflower Lab office in Tampa — the nearest is Miami. Delivery is remote-first from the team's US offices, with on-site visits for kickoff or major milestones when it's worth the trip. Every engineer is US-based; nothing is handed off overseas, in Tampa or anywhere else.
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Free 30-minute discovery call. We'll audit your workflows, estimate timelines, and help you map out your automation goals.

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