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June 18, 2026

How Optum Tech Streamlined Test-Case Inventory Management

Customer Success Story

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.

Customer Optum Tech
Industry Health Services & Technology
Solution Nextedy RISKSHEET for Polarion
Focus Test Management & Inventory Control
OPTUM TECH

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.

2011 Founded
300K+ Employees
$200B+ Annual Revenue
Eden Prairie, MN Headquarters
Optum logo
Executive Summary

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.

  • 1
    Standalone Spreadsheet Overhead Test-case inventories were difficult to manage efficiently when kept outside Polarion.
  • 2
    Multiple Client Configurations Each client required two to six distinct setups, creating repeated configuration and maintenance work.
  • 3
    Need for Familiar Usability The team wanted the ease of an Excel-like sheet, but without giving up structure, control, and traceability.
  • 4
    Consistency 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 AreaOutcome for Optum Tech
Operational ScaleSavings compound across roughly 25 active clients and multiple setups per client.
Product SatisfactionOptum Tech rated overall product satisfaction 5/5.
RecommendationOptum Tech rated likelihood to recommend RISKSHEET 10/10.
Support ResponsivenessTypical 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.

Optum Tech
★

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.

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