Executive Summary
Optum Tech manages client-services engineering across roughly 25 active projects. Each engagement requires 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.
Standalone Spreadsheet Overhead — Test-case inventories were difficult to manage efficiently when kept outside Polarion
Multiple Client Configurations — Each client required two to six distinct setups, creating repeated configuration work
Need for Familiar Usability — The team wanted Excel-like ease without sacrificing structure, control, and traceability
Consistency Across Projects — With roughly 25 active clients, Optum Tech needed a repeatable configuration approach
The Solution: Nextedy Risksheet for Polarion
Nextedy helped Optum Tech standardize on Risksheet to model and manage test-case inventories directly inside Polarion. Risksheet provided the familiar sheet-like experience while keeping all data connected to the engineering workflow.
Excel-Like Test Inventory Management — A familiar spreadsheet-style interface for managing test-case inventories within Polarion
Native Polarion Integration — Structured test-case information managed directly in the engineering environment
Fast Configuration — Each client setup can be configured quickly and adapted to project-specific needs
Clear Support and Roadmap Communication — Feature requests handled with transparent guidance on capabilities and timelines
Business Value & Operational Impact
Savings compound across roughly 25 active clients and multiple setups per client. Optum Tech rated the product 5/5 and its likelihood to recommend 10/10, with support turnaround typically under 24 hours.
Key Testimonial
“Risksheet has saved us many hours on every project, and the support from Nextedy behind it is just as valuable.” — Optum Tech
The Partnership
Optum Tech emphasizes the people at Nextedy who support them. Feature requests receive clear, honest roadmap commitments, and support issues typically resolve within 24 hours.
“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 serves as a practical solution for managing test-case inventories inside Polarion with expected simplicity and necessary engineering structure. The combination of Excel-like experience, native Polarion traceability, and responsive support enabled the organization to reduce manual effort, improve consistency across client projects, and reclaim hundreds of hours across active engagements.