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RACI Matrix

RACI Matrix: Bilko

Project: Bilko — Balkan Accounting SaaS Version: 0.1 Date: 2026-02-23 Author: John (AI Director) Status: Draft Reviewers: Alem Bašić (CEO)

Document History

Version Date Author Changes
0.1 2026-02-23 John (AI Director) Initial draft

1. Purpose & How to Use This Matrix

This RACI matrix defines responsibility assignments for all activities and deliverables in the Bilko project. It serves as the authoritative reference for:

  • Who does the work (Responsible)
  • Who is ultimately answerable for the outcome (Accountable)
  • Who provides input and expertise (Consulted)
  • Who needs to be kept informed (Informed)

Note on AI-driven delivery: Bilko is delivered by ALAI's AI agent team. Where traditional projects have named humans, Bilko uses John (AI Director) as the primary Accountable/Responsible party, with specialized builder and validator agents executing tasks. Alem retains all strategic and financial authority.

Conflict resolution: When disagreements arise about ownership, refer to this document. Disputes escalate to John (AI Director), then to Alem if unresolved.


2. RACI Definitions

Letter Role Definition Rule
R Responsible The person(s) who do the work to complete the activity Can be multiple per activity
A Accountable The one person who is ultimately answerable; signs off on completion MUST be exactly ONE per activity
C Consulted Provides expertise/input; two-way communication required Optional; should be minimized
I Informed Kept up to date on decisions/progress; one-way communication Should be only those who need to know

3. Project Roles

Role Code Role Title Person / Agent Org Notes
CEO Chief Executive Officer Alem Bašić ALAI Holding AS Strategic decisions, final budget approval, Serbian entity
JD AI Director John ALAI Delivery accountability, architecture, agent coordination, all technical decisions
BA Builder Agent Claude Sonnet (builder) ALAI Feature implementation — backend, frontend, DevOps
VA Validator Agent Claude Sonnet (validator) ALAI Read-only verification, QA, acceptance criteria validation
ASM Balkan Market Advisor Asmir Merdžanović SnowIT d.o.o. Regulatory guidance, SEF specifics, local market
BETA Beta Users 5 SMBs + 3 accountants External UAT, product feedback

4. RACI Matrix — Project Phases & Activities

4.1 Project Initiation & Planning

Activity / Deliverable CEO JD BA VA ASM BETA
Project Charter creation I A/R C
Project Brief I A/R R C
Budget approval A C
Risk Register I A/R R C C
RACI Matrix I A/R R
Communication Plan I A/R R
Pipeline gate validation I A R R C

4.2 Requirements & Analysis

Activity / Deliverable CEO JD BA VA ASM BETA
Business Requirements (BRD) I A R C C
Functional Requirements (FRS) I A R R C
Non-Functional Requirements I A R C
User Stories I A R C
Acceptance Criteria I A R R
Requirements Traceability Matrix I A R R
Regulatory compliance mapping C C R C A
SEF API documentation review A R C C

4.3 Design

Activity / Deliverable CEO JD BA VA ASM BETA
Technical architecture I A R C
Architecture Decision Records (ADRs) I A R
Database schema I A R R
API contract design I A R R
SEF integration design I A R C C
UI/UX validation (existing design system) I A R R
Multi-currency architecture I A R C

4.4 Development — Backend

Activity / Deliverable CEO JD BA VA ASM BETA
Auth endpoints (register/login/refresh/logout) A R C
Invoice CRUD + SEF submission A R C C
Expense CRUD A R C
Contact management A R C
Chart of Accounts + Account management A R C C
Transaction (double-entry) engine A R R
Bank transaction import (CSV) A R C
VAT calculation engine A R R C
Reports (P&L, Balance Sheet, Cash Flow) A R R
Multi-currency + exchange rate service A R C
Audit log (LoggedAction) A R R
Rate limiting + security middleware A R R

4.5 Development — Frontend

Activity / Deliverable CEO JD BA VA ASM BETA
Replace mock data with real API calls A R R
Invoice creation wizard — live data A R C
Expenses module — live data A R C
Banking module — live data + CSV import A R C
Reports module — live data A R C
Dashboard — live data A R C
Settings + user management A R C
PWA configuration + service worker A R C
i18n — Serbian / Bosnian / Croatian A R C C

4.6 Testing & Quality Assurance

Activity / Deliverable CEO JD BA VA ASM BETA
Unit test writing (backend) A R R
Integration tests (API) A R R
Double-entry logic tests A R A
SEF integration end-to-end test A R R C
VAT calculation accuracy tests A R R C
Performance load test A R R
Security scan (OWASP ZAP) A R R
Mock data replacement verification A C A
Beta UAT program I A C C A
Beta feedback triage I A R C I
Go/No-Go for production A C R

4.7 Deployment & Launch

Activity / Deliverable CEO JD BA VA ASM BETA
Infrastructure provisioning I A R R
CI/CD pipeline setup I A R C
SSL + domain setup (bilko.rs, bilko.io) I A R
Monitoring + alerting setup I A R C
Staging deployment I A R R
Production deployment I A R R
SEF production credentials setup C A R C C
Launch announcement A C R I

4.8 Post-Launch & Maintenance

Activity / Deliverable CEO JD BA VA ASM BETA
Post-launch monitoring (30 days) I A R R I
Bug triage and fix I A R R
Customer support (early adopters) I A R C
Lessons learned documentation I A R
Croatia launch preparation I A R C C
Tech debt resolution planning I A R C
Pricing / subscription model review A C R

5. Escalation Matrix

Escalation Level Trigger Escalate To Response Time Resolution Time
L1 Technical blocker in implementation John 4 hours 1 business day
L2 Scope / requirements dispute John 2 hours Same day
L3 Regulatory question (SEF/tax law) John → Asmir 4 hours 2 business days
L4 Budget / strategic decision John → Alem 4 hours 2 business days

6. Handling Common RACI Conflicts

Issue: John is A and R on most activities — single point of failure Mitigation: All work is versioned in git. If John is unavailable, Alem can direct builder agents using documented specifications. CLAUDE.md + specs are the continuity plan.

Issue: No external client, so CS/CPO columns not used Resolution: Alem acts as both CEO/Sponsor and internal Product Owner. Beta users serve as the end-user voice.

Issue: Asmir's regulatory advice conflicts with planned implementation Escalation: John documents the conflict, options, and recommendation. Alem makes final call within 2 business days.


7. Review Cadence

Trigger Review Type Owner
Each sprint start Quick RACI check — any role gaps this sprint? John
New team member / agent type added Role assignments update John
Scope change approved Impact on responsibilities John
Croatia / BiH expansion Full matrix update for new regulatory roles John

Approval

Role Name Date Signature
Author John (AI Director) 2026-02-23
Reviewer
Project Manager John 2026-02-23
AI Director (John) John 2026-02-23
Project Sponsor Alem Bašić