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How do you give employees access to the right forms without exposing sensitive CRM data?

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1 Controlled Access Layer

100% Form Availability

24/7 Secure Intranet Access

Where the Story Begins

Zestor supports universities of applied sciences and their employees, both current and future. As a labor market and training fund, Zestor is committed to creating a healthy and safe working environment where people can perform, grow, and develop.

By conducting research, identifying trends, sharing knowledge, and connecting institutions, Zestor strengthens good employership and professionalism across the higher education sector. To continue supporting this role effectively, their digital environment needed to evolve alongside their organization.

The problem

Zestor wanted to further improve the user experience by introducing new functionality within their digital environment. A key request was to make specific forms accessible to colleagues, without giving them access to the full CRM system. The existing setup limited flexibility and made collaboration unnecessarily complex. Without a clear separation between form access and sensitive data, workflows slowed down and internal communication could be improved. Zestor needed a solution that balanced accessibility, security, and control.

The solution

We explored two clear options together. Colleagues could either be granted access to all forms, or only to a predefined selection. Zestor chose to make all forms accessible, while strictly limiting permissions for data and system functionality according to their requirements. Alongside this, we implemented additional features and carried out a software update to ensure a smooth, user friendly online environment and intranet. This approach improved usability while maintaining a secure and controlled system.

The results

Communication and collaboration within Zestor improved significantly. Important information, documents, and tools are now easy to access, leading to higher productivity and more efficient workflows across teams. The improved accessibility strengthened the sense of connection within the organization, enabling employees to actively contribute to shared goals. With the system fully updated, secure, and future ready, Zestor now operates on a digital foundation that supports collaboration, efficiency, and long term growth