Customer Story · Healthcare / PBM OptumRx

OptumRx wrangles complexity of decade-old, highly custom ServiceNow instance with Echelon.

Shavone Sears' business analysts are the bridge between internal users and engineering. Researching instance context and writing a single story used to take days. With Echelon, that work now takes minutes.

100+
Hours saved in ~6 weeks
Days → Min
To produce an engineering-ready story
10 min
For a 10-page exec tracking deck

Meet OptumRx

OptumRx is the pharmacy benefit management (PBM) business within UnitedHealth Group. Shavone Sears, a Senior Capability Manager, leads a product team that gathers needs from internal users and translates them into the epics, stories, and requirements her ServiceNow engineering team builds.

5,400
Active internal users supported
~600
Assignment groups
11 yrs
Highly customized ServiceNow instance
The Challenge

Stories took days to write — and business needs often changed in that time

At OptumRx, producing one user story meant reading documentation, researching a highly customized instance, and often consulting an engineer — by the time that became a buildable story, new tickets were piling up.

The result was missed sprints & potential rework as new tickets requested changes on inflight work. This cascaded across dozens of teams, feeding a backlog only more labor could clear. The same drag hit executive reporting, where reporting decks took half a day to build.

"…having to go and bother my solution architect, or the engineering lead."

Shavone Sears · Senior Capability Manager, OptumRx
Before Echelon · manually producing a story
A ticketcomes in Read platformdocumentation Researchthe instance Consult anengineer Hand-writethe story REWORK · CONTEXT DRIFTS

Manual story development:

Growing backlog with development taking days

Constant need for more ServiceNow-skilled humans

Difficulty governing standards instance-wide

The Solution

Echelon enables analysts to write stories in hours.

When an analyst receives a request, Echelon takes that input and produces a full story in a fraction of the time — often minutes. It expedites the time-intensive, error-prone work of sourcing documentation and instance context, without removing the human judgment that makes a story good.

With Echelon · producing a story
A newrequest Echelon sourcesdocs & context Echelon writesstory ServiceNowdocumentation OptumRXinstance Engineering-ready in minutes Reviewed by a Business Analyst
Technical & Business Intent

Handling vague tickets:
Technical & Business Intent

Some tickets are vague. Before Echelon, that was often surfaced later as rework. Now, Echelon walks users through plain-language, outcome-focused questions, so the input is accurate and fully understood up front. Combine this with Echelon's training on ServiceNow docs & Optum standards, and work output is engineer-ready first time, every time.

"It definitely isn't just 'I need to be a professional prompt person.' It leads you through that experience so that you get the best output possible."

Shavone Sears · Senior Capability Manager, OptumRx
Traditional workflow
Technical & Business Intent
Analysts go back & forth refining stories
Echelon asks all clarifying questions upfront
Requires analysts partnering with engineers
Echelon acts as the architect
Output varies by user expertise
Standardized, consistent output
Clarifying field design — Software Order Guide9m 11s
ClarifyingAuditModifyService Catalog
Viewed 61 Records Browsed ServiceNow UI Modified Files Viewed Catalog Item
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Echelon-driven story writing

Stories written in hours, clearing backlog

Stories developed to consistent standards

Executive reporting in minutes unlocks time for other critical tasks.

Critical Workflows, Accelerated

Three workflows that went from days to minutes

The same translation work that once stalled delivery now moves at the pace of a conversation — across story creation, executive reporting, and instance questions.

01
Instance Q&A
Before · wait on engineering
  • Questions queued for the architect
  • Interrupted senior engineering staff
  • Limited SME windows used to catch up
After · self-service
  • Ask how something is built, get an answer
  • Responses include cited sources
  • Managers arrive at SME windows prepared
Blocked on demand
02
Story Writing
Before · days of work
  • Vague tickets, unclear intent
  • Manual instance & documentation research
  • Consulting engineers to fill gaps
  • Hand-writing each story
After · minutes to hours
  • Echelon clarifies vague requests
  • Instance & doc research automated
  • Story drafted in minutes for analyst review
Days minutes
03
Executive Sprint Reports
Before · half a day
  • Manually compiling sprint data
  • Re-adjusting for changing task times
  • Building slides from scratch
After · under 10 minutes
  • Consistent format locked in once
  • Echelon sources data & builds the deck
  • 10-page deck generated each morning
Half a day ~10 min
The Outcome
Photo placeholder
Shavone Sears, Senior Capability Manager at OptumRx
I can just put in a one-word question and it creates a 10-page PowerPoint for me in the same format each time… less than 10 minutes. It's saved me 100 hours in 6 weeks.
Shavone Sears · Senior Capability Manager, OptumRx

Before and after Echelon

Before Echelon
After Echelon
Team blocked by unclear requirements
Predictable sprints, less rework
Days researching, then hours writing stories with minimal consistency
Research & consistent, engineering-ready stories in minutes
Half a day lost to manual reporting
Reports in minutes, saving 100+ hours in six weeks
Key Takeaways

Key takeaways

The real bottleneck in ServiceNow delivery often isn't team size or engineering capacity — it's the translation layer between business intent and technical specs, where context gets lost and rework begins.

The people closest to the business are best positioned to produce detailed requirements; what's held them back is tooling to output that in a format complete for developers.

Standardization beats speed alone — output that's consistent and complete on the first pass reduces clarification cycles far more than just working faster does.

Reference

CMDB — Configuration Management Database
ServiceNow's central repository of configuration items (hardware, software, services) and the relationships between them.
CSDM — Common Service Data Model
ServiceNow's prescribed framework for how to structure and populate that CMDB data consistently across the platform.