Purpose

Roles
The purpose of Infor IT RACI chart is to bring structure and clarity to the roles that various stakeholders play within a project.
The RACI chart spells out the responsibilities and promotes accountabily on the project.
The four roles that stakeholders might play in any project include the following:
Responsible: People or stakeholders who do the work. They must complete the task or objective or make the decision. Several
jointly Responsible.
Accountable: Person or stakeholder who is the "owner" of the work. He or she must sign off or approve when the task, objectiv
is complete. This person must make sure that responsibilities are assigned in the matrix for all related activities. Success require
only one person Accountable, which means that "the buck stops there."
Consulted: People or stakeholders who need to give input before the work can be done and signed-off on. These people are "in
active participants.
Informed: People or stakeholders who need to be kept "in the picture." They need updates on progress or decisions, but they do
be formally consulted, nor do they contribute directly to the task or decision.
 Business Intelligence Analyti

Process Optimatization Anal

Business Implementation Le

Solution Engineers/Architec
Rating, Rules, Data Strategy
Business Portfolio Manager

Field Implementation Lead

Business Project Manager

IT Quality Assurance Lead

Technology Delivery Lead
Business Owner/Sponsor

User Acceptance Testers

Overall Project Manager

Business Quality Analyst

Business Execution Lead
Project Leadership and Execution Roles Lead Roles Other Key Roles

Communications Lead
Business Analyst Lead

Ratings Practice Lead

Functional Area Lead

IT Architecture Lead
Steering Committee

Rules Practice Lead

IT Project Manager

Training Developer
Business Analyst(s)
Business Test Lead

Data Practice Lead

Business Architect
Executive Sponsor

IT Execution Lead

Project Test Lead

Key Stakeholders

Operations Lead

Training Analyst
Capability Lead
Data Modelers

Usability Lead
Business Lead

Finance Lead
Key Project Activities/Roles

FRC Analyst
Developers

IT Testers

Trainer
IT Lead

SMEs
Inception
Create Project Infor DMF C C C C C C C C I R R A C C C C C C C C
Create Project Management Plan C C C C C R R A C C C C C C C I I I C C I I I C I C C
Conduct Architectural Assessment I C I I R C C C A C I
Engage Stakeholders R I R I I I A R C
Complete Stakeholder Assessment I C I I C C C I I C A C C R C C
Complete CBA I C I C C C C I I R R A R C C
Governance: Inception Phase Gate I R I R R R R I I R R A I R
Elaboration
Define Business Requirements I I C I C C C C A I R C C I R C I I I C R I R C R C
Define Functional Requirements I I C I C C C C A I R C C I R C C I I C R I R C R C
Define Non-Functional Requirements I I C I C C C C C I R R A I R I R C C I C C I C R
Define Architecture Plan I C C I C C I C A R C C
Conduct Initial Release Planning C I C C C C A R R C C C C C C C C C
Develop Revised Budget I C I C C C C I I R R A R C C R C C C C C C C R C R C C C C
Engage Production Operations I C I I C A C C R C C
Create Quality Plan and Testing Strategy I I I I I C C C R R C A C C
Create Technical Design Document I C I I C C C C R A I I I C R I
Develop QA Test Plan I C I I C I I I I I C A I I I R R C R C
OCM Planning
Change Enablement Planning
Post Go Live Support Handover planning
Develop Final Budget I C I C C C C I I R R A C R C C C C C C C C C C C
Governance: Constuction Readiness Phase Gate I R I R R R R I I R R A I R C C C I I C I
Construction
Build Solution C C C I R C C C I C A I R R R I I C C I R R R
Conduct Unit Testing I I I I I R I I A R R I I R R R
Conduct System Integration Testing I I I I I I I I C C A I R R C C
Conduct User Acceptance Testing I I I I I I I I C I C R I R A R R C C
Conduct Performance Testing I I I I I I I I C C A I R R C C
Confirm All Testing is Complete I I I I I I I I I I R A C R R C C C C
Create Business Implementation Plan C I C C I C A C I R R C I R C
Go Live I C I C C R A I I R R R C R R R R R R R C C
Obtain Go Live signoff
Perform Business Readiness Activities I C I I R R I I I R A R C R C R R I R
Optimization
Address defects and issues during Warranty Period R C C I R R I I R A R R R R R R C C
Transition to Production Operations I I I C I I R R I I I A R I R
Conduct Lessons Learned I I I I C C C C C R R A C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C
Complete Project Closure Activities I I I I C C C I I R R A I C

Governance: Acceptance and Closeout Phase Gate

I R I R R R R I I R R A I I I I I I I
 Key Project Activities/Roles

Executive Sponsor
Business Execution Lead
Business Owner/Sponsor
IT Execution Lead
Business Lead
Business Portfolio Manager
Technology Delivery Lead
Steering Committee
Key Stakeholders
IT Project Manager
Project Leadership and Execution Roles

Business Project Manager

Overall Project Manager
Business Analyst Lead
Business Implementation Le
Business Intelligence Analyti
Finance Lead
IT Architecture Lead
Lead Roles

IT Lead
Operations Lead
Project Test Lead
Rating, Rules, Data Strategy
Business Architect
Developers
Data Modelers
Solution Engineers/Architec
IT Quality Assurance Lead
Business Test Lead
IT Testers
User Acceptance Testers
Business Quality Analyst
Usability Lead
Capability Lead
Field Implementation Lead
Business Analyst(s)
Other Key Roles

Process Optimatization Anal

Ratings Practice Lead
Rules Practice Lead
Data Practice Lead
Trainer
Training Analyst
Training Developer
SMEs
Functional Area Lead
Communications Lead
FRC Analyst
 Project Leadership and Execution Roles Lead Roles Other Key Roles

Business Intelligence Analytics Lead

Rating, Rules, Data Stratgey Lead

Process Optimatization Analyst

Business Implementation Lead

Solution Engineers/Architects
Business Portfolio Manager

Field Implementation Lead

Business Project Manager

IT Quality Assurance Lead

Technology Delivery Lead
Business Owner/Sponsor

User Acceptance Testers

Overall Project Manager

Business Quality Analyst

Business Execution Lead

Communications Lead
Business Analyst Lead

Ratings Practice Lead

Key Project Activities/Roles

IT Architecture Lead
Steering Committee

Rules Practice Lead

IT Project Manager

Training Developer
Business Analyst(s)
Business Test Lead

Data Practice Lead

Executive Sponsor

Business Architect

Business Architect
IT Execution Lead

Project Test Lead

Key Stakeholders

Operations Lead

Training Analyst

Functional Lead
Capability Lead
Data Modelers

Usability Lead
Business Lead

Finance Lead

FRC Analyst
Developers

IT Testers

Trainer
IT Lead

SMEs
Pre-Increment
---Initiation
Create Project DMF C C C C R R R C I R R A C C I C C C C C
Create Project Management Plan C C C C C R R A C C C C C C C C I I I C C I I I C I C C
Conduct Architectural Assessment I C I I R C C C R A C I
Engage Stakeholders R I R I I I A R C
Complete Stakeholder Assessment I C I I C C C I I C A R R C C
Complete CBA I C I C C C C I I R R A R
Governance: Initiation Phase Gate I R I R R R R I I R R A I R
---Requirements
Define High-Level Requirements C C R C C C C C A R C C R
Define Architecture Plan I C C I C C I C C A R C
Approve Architecture Plan R I R R I R I I R R A R I
Increment {n}
---Requirements
Define Business Requirements I I C I C C C C A C I R C C I R I I I C R I R C R C
Define Functional Requirements I I C I C C C C A C I R C C I R C I I C R I R C R C
Define Non-Functional Requirements I I C I C C C C C I I R R A I R C C I C C I C R
Conduct Initial Release Planning C I C C C C A R R C C C
Develop Revised Budget I C I C C C C I I R R A R C C R C C R C C C C C
Governance: Requirements Phase Gate I R I R R R R I I R R A R I R I I I I
---Analysis & Design
Engage Production Operations I C I I C A C C R C C
Create Quality Plan and Testing Strategy I I I I I C C C R R C A C C
Create Technical Design Document I C I I C C C C I R A I I C R I
Develop Final Budget I C I C C C C I I R R A C C R C C C C C C C C
Governance: Analysis and Design Phase Gate I C I C C C C I I R R A I I R C C C I C I
---Build
Build Solution C C C I R C C C I R A I R R R I I C C I R R
 Project Leadership and Execution Roles Lead Roles Other Key Roles

Business Intelligence Analytics Lead

Rating, Rules, Data Stratgey Lead

Process Optimatization Analyst

Business Implementation Lead

Solution Engineers/Architects
Business Portfolio Manager

Field Implementation Lead

Business Project Manager

IT Quality Assurance Lead

Technology Delivery Lead
Business Owner/Sponsor

User Acceptance Testers

Overall Project Manager

Business Quality Analyst

Business Execution Lead

Communications Lead
Business Analyst Lead

Ratings Practice Lead

Key Project Activities/Roles

IT Architecture Lead
Steering Committee

Rules Practice Lead

IT Project Manager

Training Developer
Business Analyst(s)
Business Test Lead

Data Practice Lead

Executive Sponsor

Business Architect

Business Architect
IT Execution Lead

Project Test Lead

Key Stakeholders

Operations Lead

Training Analyst

Functional Lead
Capability Lead
Data Modelers

Usability Lead
Business Lead

Finance Lead

FRC Analyst
Developers

IT Testers

Trainer
IT Lead

SMEs
Develop QA Test Plan I C I I C I I I I I C R I I I A R C R C
Conduct Unit Testing I I I I I R I I R R A I I R R
Governance: Build Phase Gate I C I C C C C I I R R A I R C C I
---Test
Conduct System Integration Testing I I I I I I I I C C R I A R C C
Governance: Testing Phase Gate I I C C C R R R C C R I A R C C
Integrate & Test
Conduct Integrated Acceptance Testing I I I I I I I I C C R I A R C C
Conduct Model Office Testing I I I I I I I I C C R I A R C C
Conduct User Acceptance Testing I I I I I I I I C I C R I A R R R C C
Confirm All Testing is Complete I I I I I I I I I I R R C A R C C C C
Create IT Implementation Plan I C I I C A C R R R R I
Create Business Implementation Plan C I C C I C A R I R R C I R C
Governance: Deployment Readiness Phase Gate-
Go/No Go R R R R R R R I I R R A R I I I I I I I I I I I I I I I I I I I
Implementation
Implement Release I C I C C R A R R R C R R R R R R R C
Perform Business Readiness Activities I C I I R R I R A R C R R R I R
Address defects and issues during Warranty
Period R C C I R R I I R A R R R R R C C
Transition to Production Operations I I I C I I R R I I I A R I R
Closure
Conduct Lessons Learned I I I I C C C R R A C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C C
Complete Project Closure Activities I C I C C C C I I R R A I C
Governance: Acceptance and Closeout Phase
Gate I R I R R R R I I R R A I I I I I I I
 Project Leadership and Execution Roles Lead Roles Other Key Roles

Business Intelligence Analytics Lead

Rating, Rules, Data Strategy Lead

Process Optimatization Analyst

Business Implementation Lead

Solution Engineers/Architects
Business Portfolio Manager

Field Implementation Lead

Business Project Manager

IT Quality Assurance Lead

Technology Delivery Lead
Business Owner/Sponsor

User Acceptance Testers

Overall Project Manager

Business Quality Analyst

Business Execution Lead

Communications Lead
Business Analyst Lead

Ratings Practice Lead

Functional Area Lead

Key Project Activities/Roles

IT Architecture Lead
Steering Committee

Rules Practice Lead

IT Project Manager

Training Developer
Business Analyst(s)
Business Test Lead

Data Practice Lead

Business Architect
Executive Sponsor

IT Execution Lead

Project Test Lead

Key Stakeholders

Operations Lead

Training Analyst
Capability Lead
Data Modelers

Usability Lead
Business Lead

Finance Lead

FRC Analyst
Developers

IT Testers

Trainer
IT Lead

SMEs
Program/Project-Level Inception
Create and Validate Project Vision C C C C A C R C C C C R C C C R
Establish Initial Product Backlog I C I C R C C I I R R A R C I R I I I R
Define Prioritization Plan I C I C R C C I I R R A R I I I R
Establish Roadmap and Release Plan I C I C C C C I I R R A C C C C C C C R C
Establish Initial Project & Technical Infrastructure I C I C C R R I I A R R C R C R C R
Conduct Architectural Assessment I R I C C I R I I R C C C A C C C C
Complete CBA I C I C C C C I I R R A C R R C
Governance: Construction Readiness Phase Gate I C I I C R R I I R R A I I I R R R I R I I I I C R I I I I C I I I I I I I I I I I I I I
External Release
---Release-Level Inception
Establish Roadmap and Release Plan I I I I C C C I I R R A C C C C R C
Conduct Initial Release Planning I C I C C C C I I R R A R C C R C C I C C C C C C C C C C C R C C C C C C I I I I I I I
Validate Candidate Architecture (if applicable) I C I C R C R I I C C C A C R C C
---Construction
Establish Architectural Stability I R I I R R C C A R R R C
Create Quality Plan and Testing Strategy I I R C R C C C C C R R C I C A R C C C C
Build Solution I I I I R C C C C R R A I R R R R R I C C C R
Conduct System Integration Testing I I I I C C C C C R R I A R
Governance: Transition Readiness Phase Gate I C I I C C C I I R R A C C R C C R C R C C I C C R C I I I C R C C I C C C C
---Transition
Conduct Integrated Acceptance Testing I I I I I I I I C C I R C A R C C C C C C
Conduct Model Office Testing I I I I I I I I C C I R C A R C C C C C C
Conduct User Acceptance Testing I I I I I I I I C C I R C A R I R R C C C C C C
Confirm All Testing is Complete I I I I I I I I C R R R C A R C C C C C C C C C
Create IT Implementation Plan I I I C C A R R I C R C R C C C C C R R R
Create Business Implementation Plan C C C I I R A R C R C I R I C I I R C C C C I I I I R

Governance: Deployment Readiness Phase Gate- Go/No Go

C C C C R R R C C R R A R C C C C C C C C C C C R I C C C I I I I
Implement Release to Production R R R R A R R R C C R C R C R R C R C C I R R R I I I I I
Closure
---Closure

Complete Project Closure Activities

Transition to Production Operations

Conduct Project-Level Retrospectice

Conduct Release-Level Retrospective
Key Project Activities/Roles

Complete External Release Closure Activities

Governance: Acceptance and Closeout Phase Gate

Address defects and issues during Warranty Period

I
I
I Executive Sponsor
I
I
I
I

C
C
C
Business Execution Lead
I
I
I

Business Owner/Sponsor
I
I
I
I

C
C
C

IT Execution Lead
I
I
I
I

C
C

Business Lead
I
I

C
C
C
C

Business Portfolio Manager

C
C
C

R
R
R
A

Technology Delivery Lead

I
I
I

Steering Committee
I
I
I

Key Stakeholders
R
R
R
R
R
R
R

IT Project Manager
I
I

R
R
R
R
R
Project Leadership and Execution Roles

Business Project Manager

I
I

A
A
A
A
A

Overall Project Manager

I
C
C

R
R

Business Analyst Lead

I
I
C
C

Business Implementation Lead

I
I
C
C
R
R

Business Intelligence Analytics Lead

I
I
C

Finance Lead
I
I
C
C

IT Architecture Lead
I
C
C
C
C
A
Lead Roles

IT Lead
I
I
C
C
C
R

Operations Lead
I
C
C
C
C
R

Project Test Lead

I
I
C
C
R
R

Rating, Rules, Data Strategy Lead

I
I
C
C

Business Architect
I
I
C
C

Developers
I
I
C
C

Data Modelers
I
I
C
C
R

Solution Engineers/Architects
I
C
C
C
R

IT Quality Assurance Lead

I
I
C
C

Business Test Lead

I
I
C
C

IT Testers
I
I
C
C

User Acceptance Testers

I
I
C
C

Business Quality Analyst

I
C
C
C

Usability Lead
I
C
C

R
R

Capability Lead
I
I
C
C
C

Field Implementation Lead

I
I
C
C
C

Business Analyst(s)
I
I
C
C
Other Key Roles

Process Optimatization Analyst

I
I
C
C
R
R

Ratings Practice Lead

I
I
C
C
R
R

Rules Practice Lead

I
I
C
C
R
R

Data Practice Lead

I
I
C
C

Trainer
I
I
C
C

Training Analyst
I
I
C
C

Training Developer
I
I
I
I

C
C

SMEs
I
I
C
C

Functional Area Lead

I
I
I
I

C
C

Communications Lead
I
I
I

C
C
R

FRC Analyst