IT and Cybersecurity News

The Customer Responsibility Matrix: Your Blueprint to CMMC Assessment Success

Written by Systems Engineering | August 29, 2025

While CMMC compliance can feel complex, with the right guidance, it is entirely achievable. Every CMMC requirement is designed to safeguard Federal Contract Information (FCI) and Controlled Unclassified Information (CUI). For organizations pursuing CMMC Level 2 assessments, it means having clear, documented evidence that security controls are in place and function effectively.

Overlooking even a small control can create risk, delay certification, or, at worst, jeopardize a contract. Meeting this standard requires evidence that every control is implemented, and every responsibility and expectation is clearly assigned and understood across the organization.

What is a CRM?

A successful CMMC assessment starts with defined roles, responsibilities, and documentation - and that begins with a well-built Customer Responsibility Matrix (CRM), previously but still often referred to as a Shared Responsibility Matrix, or SRM. The right External Service Provider (ESP) will bring both technical expertise and clarity, ensuring the details are transparent and defensible, and accountability is clearly understood across all stakeholders.

Whether you're working with a Managed Service Provider (MSP) or a Managed Security Service Provider (MSSP), your provider’s approach to the CRM is key to a smooth assessment.

Defining Ownership and Scoping Your System Security Plan

Beyond the high-level mapping of who is accountable for major cybersecurity and compliance domains, such as access control, incident response, and data protection, the CRM also defines ownership across:

  • The Organization Seeking Certification (OSC)
  • Your external service providers (ESP)
  • Or shared responsibility between the two

By aligning expectations, the CRM helps scope your System Security Plan (SSP) and ensures there’s no confusion about who is responsible for protecting CUI. 

But that’s just the start.

A Roadmap of Control-by-Control Accountability

Ideally, the CRM should provide a control-by-control accountability map aligned with the 320 CMMC assessment objectives outlined in NIST SP 800-171A. It should also detail the services a client engages in, the client's responsibilities, the ESP's responsibilities, and the impact. 

For each of the 320 security requirement assessment objectives, a well-defined, sophisticated CRM model identifies:

  • Who implements it
  • Who validates it
  • How it’s maintained over time

This is the roadmap your C3PAO assessor will rely on to verify that controls are clearly assigned, properly executed, and defensible during an assessment.

How Systems Engineering Helps

At Systems Engineering, we go beyond boilerplate templates. Our CRM clearly defines the responsibilities of Systems Engineering and our clients. 

Our CRM Complements Our Trusted Supply Chain

We’ve spent years developing a sophisticated supply chain and trusted vendor relationships. This foundation ensures our CRM is coordinated with those of our vendors to capture the complete chain of responsibility, including Systems Engineering’s role and the responsibilities of our vendors.

We take this a step further by working directly with our own curated list of vendors, helping them to update their shared responsibility matrices if necessary. These documents are detailed down to the individual assessment objective level, ensuring nothing is overlooked during evaluations. 

Informed by Experience, Structured for Assessor Expectations

Our CRM is the result of years of hands-on experience, and is built to be:

  • Operationally accurate and tied to your actual infrastructure and processes
  • Assessor-ready and structured to meet the expectations of CMMC assessors

Closing the Gaps that Jeopardize Compliance

Controlling the flow of CUI requires enforcing approved authorizations across your systems. For example, if you’re removing local administrator rights on end-user devices, that’s a solid first step, but it’s only part of the solution. 

For instance, what happens if a user calls the help desk asking to install new software? Without clear accountability and documented evidence, that single request could bypass security safeguards and create a compliance risk.

This kind of oversight shows why a thorough gap analysis in the context of your entire supply chain CRM is essential. It not only highlights where partial coverage leaves vulnerabilities but also forces organizations to validate controls, document responsibilities, and address vulnerabilities before they become assessment-day issues.

What Makes a Strong CRM?

Our experience preparing OSCs for certification reveals that the most effective CRMs include:

  • Clear responsibility mapping (OSC, ESP, or shared)
  • Aligned SSP boundaries and scope
  • Real-world documentation of managed service operations
  • Direct linkage to supporting evidence for both the OSC and ESP
  • Formats vetted by C3PAOs

Common CRM Pitfalls to Avoid

Based on our history in working with clients on successful CMMC assessments, we’ve helped clients move away from:

  • Overuse of vendor boilerplates that don’t reflect actual service delivery
  • Misalignment between CRM and SSP
  • Vague “shared” control ownership without a defined process description
  • Lack of supply chain or subcontractor considerations
  • CRMs that are outdated or not maintained

CRM as a Compliance and Business Tool

While the CRM is essential for passing a CMMC assessment, the value extends far beyond compliance:

  • Establishes accountability across service boundaries
  • Strengthens vendor oversight
  • Improves security operations and team alignment
  • Aids in contract management and risk communication

Why Work with Systems Engineering?

As a CMMC Registered Provider Organization (RPO) and an experienced Managed IT and Cybersecurity provider, we bring both the strategic compliance expertise and the technical depth to:

  • Eliminate disconnects between documentation and service delivery
  • Prevent assessment-day surprises by aligning our CRM with how your business actually operates

We don’t just describe controls. We help implement, maintain, and continuously validate them.

Ensure CRM Alignment with CMMC Assessments

With Systems Engineering as your partner, you gain a dual advantage: strategic compliance advisory and technical implementation expertise. This ensures nothing gets lost between the plan and the practice.

Let’s start with a gap analysis and build a path to confident CMMC certification.