---
title: Delivering Confidence and Clarity in TRAC Reporting for a Peer Group B University
description: Discover how Account-Ability's TRAC Solution transformed a university's research cost rates, ensuring compliance, transparency, and efficiency in just 12 days.
image: https://www.account-ability.co.uk/hubfs/Case%20Study.png
---

[![JDRGroup-AccountAbilityLogo-SMS-AKM-16-Apr-24-V1-01](https://www.account-ability.co.uk/hs-fs/hubfs/JDRGroup-AccountAbilityLogo-SMS-AKM-16-Apr-24-V1-01.webp?width=5000&height=1430&name=JDRGroup-AccountAbilityLogo-SMS-AKM-16-Apr-24-V1-01.webp "JDRGroup-AccountAbilityLogo-SMS-AKM-16-Apr-24-V1-01")](https://www.account-ability.co.uk/)

[![header_logo AA](https://www.account-ability.co.uk/hs-fs/hubfs/header_logo%20AA.webp?width=1200&height=343&name=header_logo%20AA.webp "header_logo AA")](https://www.account-ability.co.uk/)

- [Higher Education](https://www.account-ability.co.uk/higher-education-reporting-software)
- Sectors
    - [Engineering & Manufacture](https://www.account-ability.co.uk/engineering-and-manufacturing)
    - [Higher Education](https://www.account-ability.co.uk/higher-education-reporting-software)
    - [Hospitality & Leisure](https://www.account-ability.co.uk/hospitality-and-leisure)
    - [Professional Services](https://www.account-ability.co.uk/professional-services)
    - [Law Firms](https://www.account-ability.co.uk/law-firms)
- Solutions
  
  
  
  
  
    - #### Higher Education Solutions
      
          - [TRAC Solutions](https://www.account-ability.co.uk/higher-education/trac-solutions)
          - [Student Numbers & Income Planning](https://www.account-ability.co.uk/higher-education/student-numbers-income-planning)
          - [Financial Governance & Strategic Planning](https://www.account-ability.co.uk/higher-education/financial-governance-solutions)
  
  
    - #### Solutions
      
          - [Budgeting, Planning & Reporting](https://www.account-ability.co.uk/business-budgeting-system)
          - [Balance Sheet & Cash Flow Planning](https://www.account-ability.co.uk/business-cashflow-forecasting-software)
          - [Sales Forecasting](https://www.account-ability.co.uk/sales-forecasting-software)
          - [Financial Consolidation](https://www.account-ability.co.uk/corporate-financial-consolidation-solutions)
  
  
    - #### Corporate Planner Software
      
          - [Corporate Performance Management](https://www.account-ability.co.uk/corporate-planner/cpm-software)
          - [Budgeting](https://www.account-ability.co.uk/corporate-planner/corporate-budgeting-software)
          - [Integrated Financial Planning](https://www.account-ability.co.uk/corporate-planner/integrated-financial-planning)
          - [Financial Consolidation](https://www.account-ability.co.uk/corporate-planner/financial-consolidation-software)
          - [Liquidity Management](https://www.account-ability.co.uk/corporate-planner/liquidity-management)
  
  
    - #### Support
      
          - [CP Implementation](https://www.account-ability.co.uk/implementation-training-and-support)
          - [CP Training](https://www.account-ability.co.uk/implementation-training-and-support#training)
          - [CP Support](https://www.account-ability.co.uk/implementation-training-and-support#support)
          - [Integrated Financial Planning Training](https://www.account-ability.co.uk/integrated-financial-planning-training)
- [About Us](https://www.account-ability.co.uk/about-us)
- Resources
    - [Blog](https://www.account-ability.co.uk/blog-news)
    - [Free Downloads](https://www.account-ability.co.uk/resources)
    - [Webinar Recordings](https://www.account-ability.co.uk/webinars)
    - [Case Studies](https://www.account-ability.co.uk/blog-news/tag/case-studies)
    - [FAQs](https://www.account-ability.co.uk/faq-account-ability)
    - [Contact Us](https://www.account-ability.co.uk/contact)

More results

[ Book A Demo ](https://www.account-ability.co.uk/request-a-demo)

[ Book A Demo ](https://www.account-ability.co.uk/request-a-demo)

[ Book A Demo ](https://www.account-ability.co.uk/request-a-demo)

- Higher Education
  
  
  
  
  
  
  
  
  
    - [How We Help](https://www.account-ability.co.uk/higher-education-reporting-software)
    - [TRAC Solutions](https://www.account-ability.co.uk/higher-education/trac-solutions)
    - [Student Numbers & Income Planning](https://www.account-ability.co.uk/higher-education/student-numbers-income-planning)
    - [Financial Governance & Strategic Planning](https://www.account-ability.co.uk/higher-education/financial-governance-solutions)
- Sectors
  
  
  
  
  
  
  
  
  
    - [Engineering & Manufacture](https://www.account-ability.co.uk/engineering-and-manufacturing)
    - [Higher Education](https://www.account-ability.co.uk/higher-education-reporting-software)
    - [Hospitality & Leisure](https://www.account-ability.co.uk/hospitality-and-leisure)
    - [Professional Services](https://www.account-ability.co.uk/professional-services)
    - [Law Firms](https://www.account-ability.co.uk/law-firms)
- Solutions
  
  
  
  
  
  
  
  
  
    - [Budgeting, Planning & Reporting](https://www.account-ability.co.uk/business-budgeting-system)
    - [Balance Sheet & Cash Flow Planning](https://www.account-ability.co.uk/business-cashflow-forecasting-software)
    - [Sales Forecasting](https://www.account-ability.co.uk/sales-forecasting-software)
    - [Financial Consolidation](https://www.account-ability.co.uk/corporate-financial-consolidation-solutions)
- Corporate Planner Software
  
  
  
  
  
  
  
  
  
    - [Corporate Performance Management](https://www.account-ability.co.uk/corporate-planner/cpm-software)
    - [Budgeting](https://www.account-ability.co.uk/corporate-planner/corporate-budgeting-software)
    - [Integrated Financial Planning](https://www.account-ability.co.uk/corporate-planner/integrated-financial-planning)
    - [Financial Consolidation](https://www.account-ability.co.uk/corporate-planner/financial-consolidation-software)
    - [Liquidity Management](https://www.account-ability.co.uk/corporate-planner/liquidity-management)
- Support
  
  
  
  
  
  
  
  
  
    - [CP Implementation](https://www.account-ability.co.uk/implementation-training-and-support)
    - [CP Training](https://www.account-ability.co.uk/implementation-training-and-support#training)
    - [CP Support](https://www.account-ability.co.uk/implementation-training-and-support#support)
    - [Integrated Financial Planning Training](https://www.account-ability.co.uk/integrated-financial-planning-training)
- [About Us](https://www.account-ability.co.uk/about-us)
- Resources
  
  
  
  
  
  
  
  
  
    - [Blog](https://www.account-ability.co.uk/blog-news)
    - [Free Downloads](https://www.account-ability.co.uk/resources)
    - [Webinar Recordings](https://www.account-ability.co.uk/webinars)
    - [Case Studies](https://www.account-ability.co.uk/blog-news/tag/case-studies)
    - [FAQs](https://www.account-ability.co.uk/faq-account-ability)
    - [Contact Us](https://www.account-ability.co.uk/contact)

[ Book A Demo ](https://www.account-ability.co.uk/request-a-demo)

[Case Studies](https://www.account-ability.co.uk/blog-news/tag/case-studies)

# Delivering Confidence and Clarity in TRAC Reporting for a Peer Group B University

[![Account Ability](https://app.hubspot.com/settings/avatar/d41d8cd98f00b204e9800998ecf8427e)](https://www.account-ability.co.uk/blog-news/author/account-ability)

by [Account Ability](https://www.account-ability.co.uk/blog-news/author/account-ability)

 2 min read

 Feb 24, 2026 3:24:23 PM

### **Summary**

A Finance Director at a TRAC Peer Group B university approached Account-Ability with a serious concern: their existing Excel-based TRAC model was producing research cost rates and contribution figures that could not be explained or justified. These results were proving problematic when bidding for new research contracts and were raising internal questions about compliance with TRAC Guidance.

Running and updating the model was also highly resource-intensive, with significant time required each year and limited transferability when staff changed.

Account-Ability implemented its Sector Standard TRAC Solution in just 12 days, spread over four weeks, providing the university with certainty, transparency, and confidence in their TRAC return.

The implementation included:

- Configuring the solution to the university’s organisational structure
- Creating automated import routines from all TRAC data sources
- Importing and balancing one year of TRAC data
- Identifying and explaining differences from the legacy Excel model
- Highlighting areas of non-compliance within the previous approach
- Producing full model documentation and operational write-up
- Delivering three days of hands-on user training, including support for future structural changes

###  **Client** 

#### TRAC Peer Group B University

(UK Higher Education Institution)

### Products & Services Supplied

#### Account-Ability Sector Standard TRAC Solution (Cloud SaaS)

#### Training and guidance through the first year of return

#### Annual updates to reflect changes in TRAC Guidance

#### Ongoing sector-standard, future-proof support

 

## **How We Helped**

### **The Challenge**

The university’s legacy Excel TRAC model was generating research cost rates described as “above upper quartile,” negatively impacting competitiveness in securing research contracts.

The cost rates and contributions were difficult to explain, leading to:

- Concern about TRAC compliance
- Criticism and challenge from Heads of School
- A lack of traceability back to source data
- A slow, labour-intensive annual process

---

### **Project Goals**

The Finance Director wanted to:

- Restore confidence in the university’s TRAC compliance
- Ensure clarity and transparency in cost rate calculations
- Improve traceability back to source data
- Reduce the time and internal effort required to complete the TRAC return
- Create a solution that could be easily maintained and transferred when staff changed

---

### **Our Approach**

Account-Ability implemented its proven **Sector Standard TRAC Solution**, designed as an off-the-shelf system that can be rapidly configured for any university structure across TRAC peer groups.

With more than 40 successful implementations across the sector, Account-Ability was able to deliver the full solution within a fixed-price 12-day programme.

During implementation, we also uncovered several material errors and areas of non-compliance within the previous Excel model. Many of these issues had been introduced during earlier updates and were directly responsible for the unexplained and “wayward” figures that first triggered the project.

As is common in TRAC exercises, source datasets such as space data also required improvement, and these refinements contributed to more robust outputs.

---

## **Outcome & Benefits**

The university now has:

- Full confidence in TRAC compliance
- Transparent, understandable research cost rates and contributions
- Clear traceability from outputs back to underlying source data
- Explanations for inter-school differences that satisfy Heads of School
- A far more efficient, transferable process that is resilient to staff changes

The end result was exactly what the Finance Director required:

*A sector-standard, future-proof TRAC solution that is efficient to run and updated annually for changes in TRAC Guidance.*

### **Client Testimonial**

> “We can produce the TRAC return in 2–3 days of work. This process used to take us weeks and the results never used to make sense. With the scenarios we are now able to clearly understand the impact of the drivers used.”

##### TRAC Accountant

[facebook-f icon ](https://www.facebook.com/businessbudgetingsolutions) [youtube icon ](https://www.youtube.com/channel/UCjTjGqnOZ0R_bBpOkZORoRA) [linkedin-in icon ](https://www.linkedin.com/uas/login?session_redirect=%2Fcompany%2F16265317)

### Posts By Topics

- [BLOG (92)](https://www.account-ability.co.uk/blog-news/tag/blog)
- [Case Studies (3)](https://www.account-ability.co.uk/blog-news/tag/case-studies)
- [NEWS (3)](https://www.account-ability.co.uk/blog-news/tag/news)

### Recent Articles

[How to Improve Management Reporting for University Councils & Executive Teams?](https://www.account-ability.co.uk/blog-news/how-to-improve-universities-management-reporting)

[How FDs Can Improve Forecast Confidence in an Uncertain Funding Environment?](https://www.account-ability.co.uk/blog-news/financial-forecasting-software-fd-confidence)

[Corporate Planner Four Top Ranks in BARC 2026 Financial Consolidation Solution Review](https://www.account-ability.co.uk/blog-news/financial-consolidation-corporate-planner-tops-barc)

[From Data to Decisions: Giving University Leadership Timely Financial Insight](https://www.account-ability.co.uk/blog-news/corporate-planner-university-financial-insight)

### Subscribe to our blog

This is a search field with an auto-suggest feature attached.

- There are no suggestions because the search field is empty.

[![get-your-free-5-ways-to-save-time-on-budgeting-and-forecasting-guide](https://www.account-ability.co.uk/hubfs/get-your-free-5-ways-to-save-time-on-budgeting-and-forecasting-guide.webp) ](https://www.account-ability.co.uk/budgeting-forecasting-guide)

Previous story

[← Navigating Key Financial Challenges in UK Higher Education](https://www.account-ability.co.uk/blog-news/key-financial-challenges-impacting-uk-higher-education)

<https://www.account-ability.co.uk/blog-news>

Next story

[Enabling Department-Level TRAC Insight for Financial Planning at a Peer Group C University →](https://www.account-ability.co.uk/blog-news/enabling-department-level)

### You May Also Like

These Related Stories

[Enabling Department-Level TRAC Insight for Financial Planning at a Peer Group C University](https://www.account-ability.co.uk/blog-news/enabling-department-level)

![](https://www.account-ability.co.uk/hubfs/Case%20Study%20(1).png)

[Case Studies](https://www.account-ability.co.uk/blog-news/tag/case-studies)

#### Enabling Department-Level TRAC Insight for Financial Planning at a Peer Group C University

Feb 24, 2026 3:25:31 PM  2 min read

[Supporting Universities Through Loss of TRAC Expertise and Submission Deadlines](https://www.account-ability.co.uk/blog-news/supporting-universities-through-loss)

![](https://www.account-ability.co.uk/hubfs/Case%20Study%20%282%29.png)

[Case Studies](https://www.account-ability.co.uk/blog-news/tag/case-studies)

#### Supporting Universities Through Loss of TRAC Expertise and Submission Deadlines

Feb 24, 2026 3:26:00 PM  3 min read

[From Data to Decisions: Giving University Leadership Timely Financial Insight](https://www.account-ability.co.uk/blog-news/corporate-planner-university-financial-insight)

![University leadership team reviewing financial dashboards and reports, showing how Corporate Planner supports data-driven decision-making.](https://www.account-ability.co.uk/hubfs/flat-lay-of-individual-income-tax-return-form-for-2026-01-05-23-38-20-utc.jpg)

[BLOG](https://www.account-ability.co.uk/blog-news/tag/blog)

#### From Data to Decisions: Giving University Leadership Timely Financial Insight

May 21, 2026 11:00:00 AM  3 min read

### Get Email Notifications

[P: +44 1242 578966](tel:441242578966)

[E: sales@account-ability.co.uk](mailto:sales@account-ability.co.uk)

Company Number: 07139643

VAT Number: GB 682 4328 24

[ Book A Demo](https://www.account-ability.co.uk/request-a-demo)

[Join us on Slack ](https://www.facebook.com/businessbudgetingsolutions) [Browse our GitHub projects ](https://www.linkedin.com/company/16265317) <https://www.youtube.com/channel/UCjTjGqnOZ0R_bBpOkZORoRA>

[Sectors](https://www.account-ability.co.uk/blog-news/delivering-confidence-and-clarity-in-trac#)

- [Automotive Trade](https://www.account-ability.co.uk/automative-reporting-software)
- [Engineering & Manufacturing](https://www.account-ability.co.uk/engineering-and-manufacturing)
- [Financial Services](https://www.account-ability.co.uk/financial-services)
- [Health & Social Care](https://www.account-ability.co.uk/healthcare-budgeting-software)
- [Higher Education](https://www.account-ability.co.uk/higher-education-reporting-software)
- [Hospitality & Leisure](https://www.account-ability.co.uk/hospitality-and-leisure)
- [Housing & Real Estate](https://www.account-ability.co.uk/real-estate-budgeting-software)
- [Not for Profit](https://www.account-ability.co.uk/not-for-profit)
- [Professional Services](https://www.account-ability.co.uk/professional-services)
- [Technology & Growth](https://www.account-ability.co.uk/technology-and-growth)
- [Transport & Logistics](https://www.account-ability.co.uk/corporate-planner/transport-logistics-cpm-solutions)

[Solutions](https://www.account-ability.co.uk/blog-news/delivering-confidence-and-clarity-in-trac#)

- [Budgeting, Planning and Reporting](https://www.account-ability.co.uk/business-budgeting-system)
- [Balance Sheet And Cash Flow Planning](https://www.account-ability.co.uk/business-cashflow-forecasting-software)
- [Sales Forecasting](https://www.account-ability.co.uk/sales-forecasting-software)
- [Financial Consolidation](https://www.account-ability.co.uk/corporate-financial-consolidation-solutions)

[CPM Software](https://www.account-ability.co.uk/blog-news/delivering-confidence-and-clarity-in-trac#)

- [CPM Software](https://www.account-ability.co.uk/corporate-planner/cpm-software)
- [Budgeting Software](https://www.account-ability.co.uk/corporate-planner/corporate-budgeting-software)
- [Integrated Financial Planning Software](https://www.account-ability.co.uk/corporate-planner/integrated-financial-planning)
- [Financial Consolidation Software](https://www.account-ability.co.uk/corporate-planner/financial-consolidation-software)
- [Liquidity Management Software](https://www.account-ability.co.uk/corporate-planner/liquidity-management)

 More

- [About us](https://www.account-ability.co.uk/about-us)
- [Implementation Training](https://www.account-ability.co.uk/implementation-training-and-support)
- [Integrated Financial Planning Training](https://www.account-ability.co.uk/integrated-financial-planning-training)
- Blog
- [Software Support](https://www.account-ability.co.uk/support)
- [Free Downloads](https://www.account-ability.co.uk/resources)
- [Save Time Budgeting & Forecasting](https://www.account-ability.co.uk/ways-to-save-time-budgeting-forecasting)
- [Financial Planning Needs In Higher Education Guide](https://www.account-ability.co.uk/how-financial-planning-needs-have-changed-in-higher-education-pillar-page)
- [Master Scenario Planning](https://account-ability-7457506.hs-sites.com/mastering-scenario-planning-a-comprehensive-guide)

Copyright © 2026 Account-Ability Limited.            Website developed by the [JDR Group](https://www.jdrgroup.co.uk/)

- [Terms](https://7457506.hs-sites.com/terms-and-conditions)
- [Privacy](https://7457506.hs-sites.com/privacy-policy)
- [Cookies](https://7457506.hs-sites.com/cookie-policy)