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RDC / Field notes & practical guides

# Practical ways to put AI and software to work.

Practical implementation guides for ERP, CRM, Romanian fiscal workflows, private AI and mobile apps. Explore the data, decisions and next steps for your company.

Workflows. Trade-offs. Steps you can use.

Page 2 of 8

## The guides

13–24 / 91

Marketing, promotion and publications

How-to guide

### [Multilingual search and social campaigns with a clear cost per market](https://rdcopilot.com/insights/promotion-multilingual-campaigns-cost-per-market/)

Structure Google Ads, Meta Ads and LinkedIn Ads per market and language, track consented conversions and read cost per enquiry for each country in your CRM.

[Read guide](https://rdcopilot.com/insights/promotion-multilingual-campaigns-cost-per-market/)

Marketing, promotion and publications

How-to guide

### [One asset library for catalogues, campaigns and the sales team](https://rdcopilot.com/insights/publications-asset-library-single-source/)

Stop old brochures circulating: give each asset an ID, version and language, feed catalogues from approved facts and see which files a change affects.

[Read guide](https://rdcopilot.com/insights/publications-asset-library-single-source/)

Product and technology advisory

Decision guide

### [Protecting software, algorithms and datasets: a practical checklist](https://rdcopilot.com/insights/software-ip-protection-checklist/)

Which protection fits code, algorithms, models and datasets, how to build the asset inventory and what to hand your IP counsel before anything is published.

[Read guide](https://rdcopilot.com/insights/software-ip-protection-checklist/)

Product and technology advisory

How-to guide

### [A technology roadmap for a new product: from prototype to market](https://rdcopilot.com/insights/technology-roadmap-new-product/)

Build a technology roadmap that separates new from standard parts, uses maturity levels, names the evidence for each stage and turns into tracked work.

[Read guide](https://rdcopilot.com/insights/technology-roadmap-new-product/)

AI Copilot

Decision guide

### [AI copilot for R&D: scope an implementation pilot for your team](https://rdcopilot.com/insights/ai-copilot-first-team-pilot/)

Scope an AI copilot for R&D around one research task, approved sources, reviewer checks and measurable pilot outcomes for a small technical team.

[Read guide](https://rdcopilot.com/insights/ai-copilot-first-team-pilot/)

AI Copilot

How-to guide

### [Where human approval belongs in an AI assistant workflow](https://rdcopilot.com/insights/ai-approved-workflow-actions/)

Design AI approvals around the exact recipient, payload and business operation, with review versions, controlled execution and recovery after uncertain outcomes.

[Read guide](https://rdcopilot.com/insights/ai-approved-workflow-actions/)

AI Copilot

Workflow

### [From scattered technical files to a research brief with sources](https://rdcopilot.com/insights/ai-research-brief-source-review/)

Build research briefs that connect technical claims to pages, tables and document revisions, with explicit handling of conflicts and reviewer decisions.

[Read guide](https://rdcopilot.com/insights/ai-research-brief-source-review/)

Private AI Workspace

How-to guide

### [When the knowledge assistant finds two versions of the answer](https://rdcopilot.com/insights/private-ai-knowledge-conflicting-versions/)

Make AI knowledge search distinguish current, future and historical document versions, exposing conflicting instructions and the owner who resolves them.

[Read guide](https://rdcopilot.com/insights/private-ai-knowledge-conflicting-versions/)

Private AI Workspace

Workflow

### [Make document permissions follow the AI search](https://rdcopilot.com/insights/private-ai-search-document-permissions/)

Keep document permissions intact through AI ingestion, retrieval, cached answers and source opening, with tests for revocation and authorized search coverage.

[Read guide](https://rdcopilot.com/insights/private-ai-search-document-permissions/)

Private AI Workspace

Decision guide

### [Choose where a private AI workspace should run](https://rdcopilot.com/insights/private-ai-workspace-hosting-decision/)

Compare local and approved hosted AI by workload, document sensitivity, concurrent use and operating ownership before choosing a private workspace deployment.

[Read guide](https://rdcopilot.com/insights/private-ai-workspace-hosting-decision/)

Document Workflows

Decision guide

### [Evaluate document AI on the files your team actually receives](https://rdcopilot.com/insights/document-ai-evaluation-real-files/)

Evaluate document AI against checked real files, field errors and reviewer effort, then choose extraction and review rules from evidence your team can inspect.

[Read guide](https://rdcopilot.com/insights/document-ai-evaluation-real-files/)

Document Workflows

Workflow

### [Let reviewers open the exact page behind an extracted field](https://rdcopilot.com/insights/document-ai-page-evidence-review/)

Connect extracted fields to exact pages and regions, preserve correction history and test a review interface that helps people confirm values in context.

[Read guide](https://rdcopilot.com/insights/document-ai-page-evidence-review/)

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