Responsibility Matrix
A RACI-style table mapping tasks to roles, decision authority, and escalation points to prevent gaps in ownership and clarify who must approve each deliverable.
A well-prepared Business Matrix Pack centralizes decision data, reduces ambiguity across teams, and records approvals and rationale for future review. It helps maintain consistency in vendor comparisons, risk weighting, and post-decision accountability.
Teams with cross-functional responsibilities usually create the Business Matrix Pack; it supports procurement, project management, and compliance workflows.
The Pack is intended to be reviewed jointly and archived with procurement or project records for future audits and reference.
A RACI-style table mapping tasks to roles, decision authority, and escalation points to prevent gaps in ownership and clarify who must approve each deliverable.
Weighted evaluation rubric listing functional, technical, financial, and compliance criteria with scoring guidance to ensure consistent vendor or option comparisons.
Projected cost breakdowns, one-time and recurring expenses, discount assumptions, and NPV or TCO calculations that feed procurement and budget approvals.
Identified risks with likelihood, impact, mitigation steps, and assigned owners to ensure decisions incorporate known exposures and contingency planning.
Chronological record of reviewers and approvers, with signed dates and comments to support traceability and audit readiness for governance reviews.
Attachments such as vendor proposals, technical evaluations, compliance attestations, and cost worksheets referenced in the core matrices for evidence and detail.
| Form Field | Configuration and Usage | Define field type and whether it is required |
|---|---|
| Signature Authentication | Email link with optional SMS code for higher assurance |
| Routing Order | Sequential routing: preparer → reviewer → approver |
| Reminder Schedule | Set automatic reminders at 3 and 7 days |
| Audit Trail Capture | Enable IP, timestamp, and event logging |
Choose eSignature, cloud storage, and access controls that meet your security and compliance needs.
For automated distribution and audit trails, configure integrations with your document management or ERP systems and ensure signer authentication matches your internal policy.
Internal deadline for first complete draft
Time allocated for reviewers to provide feedback
Expected timeframe for approvers to sign
Date when signatures are complete
Date to store the final Pack in records
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Varies by plan | Varies by plan | Yes, limited | Yes, limited |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |