Professional Services Automation Framework

The Ultimus Professional Services Automation Framework manages all aspects of PS projects including:

  • Timesheet Recording and Approval
  • Project Database and Status
  • Invoicing
  • Document Management
  • Team and Milestone Management
  • Resource Management
  • Approvals, Signoffs, and Task Management
Learn more about Professional Services Automation Framework


Configurable to each customer’s unique requirements, the PSA Framework ensures projects meet profitability and customer satisfaction targets while streamlining the work that takes the most effort – managing tasks, approvals, and team communication and collaboration.

Ultimus Solution Frameworks are families of pre-built enterprise-grade automated business processes, reports, and applications that speed time to live; reduce software, implementation, and maintenance costs; and reduce risk for common functional or industry use cases.

PSA Team Report:

professional services automation Team Report2








PSA Timesheets:

PSA Timesheets4









PSA Projects View:

PSA Projects View1

PSA Timesheet Configuration:

PSA Timesheet Config3


Ultimus Solution Frameworks combine the best of packaged applications and business process automation platforms. Developed with the industry leading Ultimus Digital Process Automation Suite, these sophisticated and feature-rich solutions incorporate knowledge and best practice from past implementations while also maximizing configurability, extendibility, and seamless interoperability with other business processes and applications. That means no one-off customizations and no application silos – just powerful, end-to-end solutions that get the job done right and in the most efficient way possible.

The Ultimus PSA Framework leverages the Ultimus DPA Suite’s visionary composable architecture. It includes the fully functional foundational workflows, reports, and dashboards that PS organizations need to manage their numerous projects, composed from the same digital assets that can be used across the enterprise. That means that PSA is no longer an island cut off from accounting and finance, HR, the C-level suite, etc. - it is aligned with the overarching goal of creating a seamless, digitally transformed enterprise.