Audit report and decision sheet
Every page scored, clustered and assigned a decision, with a readiness score for the corpus and a cost and time estimate for the migration.
Legacy wikis and help centres were written for people who already knew where to look. We audit, restructure, tag and embed them so an assistant can find the right page and cite it.
A Confluence space with ten years of pages, a help centre with three generations of product names, a SharePoint library where the real answer is in a comment on a draft. These are not unusual; they are the norm.
Retrieval-augmented generation does not fix content problems, it amplifies them. If three pages describe the refund process and two are out of date, an assistant will cite one of the wrong ones with full confidence. Migration is the work of making the corpus trustworthy before the model reads it. Our guide to data readiness for AI sets this in the wider context.
Export, cluster near-duplicates, find pages with no views or no owner, and score each page as keep, merge, rewrite or retire. Output: a decision sheet per page and a readiness score.
Split mixed pages into single topics, agree a title convention, define the page template. AI drafts the splits; owners approve. Output: the new page map.
Owner, review date, audience, access label, product and version on every page. The schema is designed so retrieval can filter on it. Output: tagged corpus and the glossary.
Chunking that follows the new structure, an embedding model chosen for your language mix, and an index with metadata attached. See chunking for why structure matters here.
A question set written with owners retrieves the right page at an agreed hit rate. Numbers reported before and after, then handover with an ongoing review cadence.
| Audit decision | Typical signal | What happens |
|---|---|---|
| Keep | Single topic, viewed recently, owner confirms it is current | Tagged and migrated as is |
| Merge | Two or more pages on the same topic with overlapping text | AI drafts a merged page; owner approves; old URLs redirect |
| Rewrite | Right topic, wrong details, or text only in screenshots | Owner rewrites from an AI draft with extracted text |
| Retire | No views, no owner, product or process no longer exists | Moved to the archive; never indexed; redirect to the replacement if one exists |
Use this on your own knowledge base today. Pages that pass can be indexed now; the rest tell you the size of the migration.
Every page scored, clustered and assigned a decision, with a readiness score for the corpus and a cost and time estimate for the migration.
Page types, title conventions, metadata schema and access labels, configured in your wiki or help-centre tool so new pages start out ready.
Merge and split drafts, extracted text from images and PDFs, and suggested titles, queued to owners for approval with a clear diff.
Acronyms, product names and their old names, defined once and used by the assistant to understand questions phrased in any of them.
Structure-aware chunking, a model chosen with our embeddings strategy, and a re-embedding plan for when content or models change.
A labelled question set, before-and-after retrieval scores, and a quarterly review process so the corpus does not drift back to where it started.
The migrated corpus feeds directly into an enterprise RAG build, a support copilot or an internal copilot. Many clients run the audit first and decide which of those to build from what it reveals.
The broader checklist for data, ownership and quality before any AI project.
ReadModel choice, chunking and the re-embedding plan for a living corpus.
ExploreThe operating model that keeps a knowledge base healthy after migration.
ReadWhy page structure decides what retrieval can find.
ReadNot always, but you have to audit. If the audit shows that most pages have an owner, a single topic and current content, we index in place and fix the rest as we go. If it shows years of duplicates and abandoned pages, indexing them first produces an assistant that confidently quotes the wrong one. The audit takes one to two weeks and tells you which case you are in.
Usually, yes. Migration here means restructuring and enriching the content, not necessarily changing the platform. We migrate platforms only when the current one cannot hold the metadata or permissions the AI layer needs, or when you wanted to move anyway.
More than you might expect, less than you might hope. Models are good at splitting mixed pages into single-topic pages, drafting summaries, suggesting titles and spotting near-duplicates. Deciding what is still true, who owns it and what to retire needs a person. We pair the two: AI proposes, the content owner approves.
Every page has an owner, a review date, an access label and one clear topic; near-duplicates are merged; text that lived in screenshots is text again; internal terms are defined in a glossary; and a labelled question set retrieves the right page at an agreed hit rate. We report these numbers before and after.
Audit in one to two weeks; the migration itself typically runs 4–10 weeks depending on page count and how many owners need to sign off. Embedding and validation are a small part of it. Ask for an audit and we will size it from your export.
Tell us what you are trying to do, which systems are involved and what is in the way. We reply within one business day with an opinion and a suggested next step.