How Optum Tech Streamlined Test-Case Inventory Management with Nextedy RISKSHEET
Optum Tech standardized test-case inventory management directly inside Polarion — saving hours on every project while keeping the familiar simplicity of an Excel-like interface.
Optum is one of the world’s largest health services and innovation companies and part of UnitedHealth Group. Spanning care delivery, pharmacy services, health data, technology, and analytics, Optum works behind the scenes to make healthcare easier, more affordable, and more connected for providers, payers, governments, and the people they serve.

Optum Tech manages client-services engineering across roughly 25 active projects. Each client engagement can require between two and six RISKSHEET setups, with approximately 30 rows each. By adopting Nextedy RISKSHEET as a native spreadsheet-like layer inside Polarion, Optum Tech reduced manual effort, improved consistency, and saved more than two hours per project, per RISKSHEET setup.
The Challenge
As the number of client projects grew, Optum Tech needed a scalable way to manage test-case inventories across dozens of active engagements without relying on standalone spreadsheets outside Polarion.
- 1Standalone Spreadsheet Overhead Test-case inventories were difficult to manage efficiently when kept outside Polarion.
- 2Multiple Client Configurations Each client required two to six distinct setups, creating repeated configuration and maintenance work.
- 3Need for Familiar Usability The team wanted the ease of an Excel-like sheet, but without giving up structure, control, and traceability.
- 4Consistency Across Projects With roughly 25 active clients, Optum Tech needed a repeatable way to configure and adapt test-case inventories for each engagement.
The Solution: Nextedy RISKSHEET for Polarion
Nextedy helped Optum Tech standardize on RISKSHEET to model and manage test-case inventories directly inside Polarion. RISKSHEET gave the team the familiar sheet-like experience they needed, while keeping all data connected to the engineering workflow.
Core Capabilities Delivered
Excel-Like Test Inventory Management
A familiar spreadsheet-style interface for managing test-case inventories while keeping the data inside Polarion.
Native Polarion Integration
Structured test-case information is managed directly in the engineering environment instead of separate files.
Fast Configuration
Each client setup can be configured quickly and adapted to project-specific needs.
Clear Support and Roadmap Communication
Feature requests are handled with honest guidance on what can be done and when, helping the team plan with confidence.
Business Value & Operational Impact
RISKSHEET helped Optum Tech reduce manual spreadsheet work and reclaim valuable engineering time across multiple clients and project setups.
| Key Impact Area | Outcome for Optum Tech |
|---|---|
| Operational Scale | Savings compound across roughly 25 active clients and multiple setups per client. |
| Product Satisfaction | Optum Tech rated overall product satisfaction 5/5. |
| Recommendation | Optum Tech rated likelihood to recommend RISKSHEET 10/10. |
| Support Responsiveness | Typical support turnaround is under 24 hours. |
Risksheet has saved us many hours on every project, and the support from Nextedy behind it is just as valuable.
The Partnership
Beyond the product, Optum Tech points to the people at Nextedy who support them. Feature requests are met with clear, honest roadmap commitments, and the rare support issue is resolved fast.
“Nextedy is no nonsense. They are extremely honest about what can be done and when. When we have questions, we get a turnaround response within 24 hours.”
Conclusion
For Optum Tech, RISKSHEET is more than a spreadsheet replacement. It is a practical way to manage test-case inventories inside Polarion with the simplicity users expect and the structure engineering teams need. By combining an Excel-like experience with native Polarion traceability and responsive Nextedy support, Optum Tech reduced manual effort, improved consistency across client projects, and reclaimed hundreds of hours across its active engagements.