Below is a RACI to help you understand roles and responsibilities within a smaller MSP building this practice.
📊 Simplified RACI (Small MSP Version)
Activity / Responsibility | FinOps Generalist | Customer Success | Customer IT | Customer Finance |
|---|---|---|---|---|
Define strategy & governance | A/R | C | C | C |
Initial cost assessment & playback | R | A/R | C | C |
Baseline setup (tools, reporting) | R | I | C | C |
Ongoing cost analysis & reporting | R | A/R | I | I |
Optimization recommendations | R | A/R | C | I |
Automation (shutdown/scale/cleanup) | R | I | C | I |
Reservations & savings plans management | R | C | I | C |
Finance + IT alignment meetings | C | A/R | C | C |
Quarterly exec reviews | C | A/R | I | I |
Customer satisfaction & retention | I | A/R | I | I |
Continuous improvement | R | C | C | C |
👉 In this model, the FinOps Generalist is both the technician and strategist, and the Customer Success role is the communicator.