--- title: "Practical guides — page 3 | R&D COPILOT" lang: en canonical: https://rdcopilot.com/insights/page/3/ content_version: 78eb4fd5c3412dc133b2b42b0a44c79377589c120734f7db88fa17c4eda99985 contact: https://rdcopilot.com/contact/ --- 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 3 of 8 ## The guides 25–36 / 91 Document Workflows How-to guide ### [Move approved document data into ERP without losing its history](https://rdcopilot.com/insights/document-workflows-approved-data-handoff/) Move reviewed document data into ERP through an explicit mapping, approved snapshot and destination acknowledgment, with recovery for rejected or uncertain writes. [Read guide](https://rdcopilot.com/insights/document-workflows-approved-data-handoff/) ERP How-to guide ### [Start an ERP implementation with one order flow](https://rdcopilot.com/insights/erp-first-process-small-business/) Plan an ERP implementation around one complete order flow, with clear ownership, dependable master data and practical checks before expanding to more modules. [Read guide](https://rdcopilot.com/insights/erp-first-process-small-business/) ERP Decision guide ### [An ERP migration rehearsal your team can actually check](https://rdcopilot.com/insights/erp-migration-data-rehearsal/) Prepare an ERP migration rehearsal with identity mapping, record checks, movement cutoffs and recovery decisions your sales, warehouse and finance teams can verify. [Read guide](https://rdcopilot.com/insights/erp-migration-data-rehearsal/) ERP Workflow ### [Matching an invoice when the supplier delivers only part of an order](https://rdcopilot.com/insights/erp-partial-delivery-invoice-match/) Connect purchase orders, partial receipts and supplier invoices in a reviewable ERP workflow, with clear discrepancy owners and evidence for the finance handoff. [Read guide](https://rdcopilot.com/insights/erp-partial-delivery-invoice-match/) CRM Decision guide ### [What should move from CRM to ERP when a deal is won?](https://rdcopilot.com/insights/crm-erp-won-opportunity-handoff/) Define what moves from CRM to ERP when a deal is won: customer identity, accepted scope, operational lines and an explicit acceptance or correction workflow. [Read guide](https://rdcopilot.com/insights/crm-erp-won-opportunity-handoff/) CRM Workflow ### [A CRM follow-up process for a small sales team](https://rdcopilot.com/insights/crm-follow-up-process-small-team/) Build a CRM follow-up process around buyer decisions, clear next actions and reliable handovers, with reviewable reminders that fit the way a small sales team works. [Read guide](https://rdcopilot.com/insights/crm-follow-up-process-small-team/) CRM How-to guide ### [Stop website enquiries getting lost before sales follows up](https://rdcopilot.com/insights/crm-website-lead-handoff/) Connect website enquiries to CRM ownership, contact matching and a visible next action, with dependable acceptance records and a practical delivery exception queue. [Read guide](https://rdcopilot.com/insights/crm-website-lead-handoff/) EU AI & cyber readiness Workflow ### [AI Act readiness starts with an inventory of actual company use](https://rdcopilot.com/insights/ai-act-company-ai-inventory/) Build a practical AI Act readiness inventory around actual use cases, accountable owners, data flows, human decisions, task-based literacy and change review. [Read guide](https://rdcopilot.com/insights/ai-act-company-ai-inventory/) EU AI & cyber readiness Workflow ### [CRA readiness: connect vulnerability reports to verified releases](https://rdcopilot.com/insights/cra-vulnerability-workflow-evidence/) Connect CRA vulnerability readiness to product versions, assessment, engineering changes, release evidence and reporting decisions assigned to responsible specialists. [Read guide](https://rdcopilot.com/insights/cra-vulnerability-workflow-evidence/) EU AI & cyber readiness Workflow ### [NIS2 readiness: make access changes and their evidence traceable](https://rdcopilot.com/insights/nis2-access-lifecycle-evidence/) Build NIS2 access-lifecycle evidence across HR events, approvals, system accounts and confirmed removal, with named owners and practical destination checks. [Read guide](https://rdcopilot.com/insights/nis2-access-lifecycle-evidence/) Integrations Decision guide ### [Choose the first API integration by the manual work it removes](https://rdcopilot.com/insights/integrations-first-manual-handoff/) Choose a first API integration from a real manual handoff, with clear data ownership, destination results, exception handling and a buildable project brief. [Read guide](https://rdcopilot.com/insights/integrations-first-manual-handoff/) Integrations How-to guide ### [Who notices when an integration stops halfway?](https://rdcopilot.com/insights/integrations-monitoring-recovery/) Monitor integrations through the business completion signal, queue age and missing activity, with owned exceptions and tested recovery for stranded records. [Read guide](https://rdcopilot.com/insights/integrations-monitoring-recovery/) [Previous](https://rdcopilot.com/insights/page/2/) [1](https://rdcopilot.com/insights/) [2](https://rdcopilot.com/insights/page/2/) [3](https://rdcopilot.com/insights/page/3/) [4](https://rdcopilot.com/insights/page/4/) [5](https://rdcopilot.com/insights/page/5/) [6](https://rdcopilot.com/insights/page/6/) [7](https://rdcopilot.com/insights/page/7/) [8](https://rdcopilot.com/insights/page/8/) [Next](https://rdcopilot.com/insights/page/4/)