ERP Project RACI Matrix + Role Descriptions (FitGap Finance Edition)

Bring structure and clarity to your ERP projects.

This consulting-grade Excel template by FitGap Finance helps project managers, CFOs, and transformation leaders define clear roles and responsibilities across every phase of an ERP implementation.

It includes a fully built RACI matrix covering 60+ key project activities — from vendor selection to post-go-live stabilization — plus a companion Role Descriptions sheet that defines the scope and sourcing of each role (internal or partner).

No guesswork, no confusion — just clarity, accountability, and alignment.

🧠 What’s inside

✅ 1. Pre-filled RACI matrix for every ERP phase (Selection → Go-Live → BAU)
✅ 2. 19 detailed role descriptions (Sponsor, PM, Functional Lead, Partner, etc.)
✅ 3. Consulting-grade governance structure with clear A/R/C/I for each task
✅ 4. Practical notes and real-world context drawn from live ERP programs
✅ 5. Bilingual-ready format — professional and editable for English/French projects

⚙️ Perfect for

• CFOs, Controllers, and Finance Transformation leads
• ERP Project Managers & PMOs
• Implementation Partners & System Integrators
• Consultants building governance frameworks

🧾 File Format

• Excel (.xlsx)
• Ready to edit and customize
• Compatible with Excel and Google Sheets

💡 Bonus Tip

Use it as a baseline RACI in your kickoff governance pack — then tailor it to your project.
It saves days of work and signals to executives that your project is under control.