CASE STUDY

Eliminating Manual Content Structuring with AI to Salesforce Migration

Health Saving Account Administrator

1,000 – 2,000 employees

USA

The client, a U.S.-based healthcare savings administrator, needed to migrate its unstructured knowledge base from Scoop to Salesforce without disrupting data integrity or internal workflows. The existing content was disorganized, manually linked, and difficult to search.

Deploy.AI was selected to automate the content migration and structuring process. Using large language models, Deploy.AI extracted, validated, and transformed thousands of articles into structured, searchable, and Salesforce-compatible formats.

The Client

A national leader in healthcare savings account administration, this organization supports thousands of clients and employees with a digital knowledge base critical to service delivery.

Administrative teams in healthcare spend 20–30% of operational time locating or verifying internal content due to fragmented systems and poorly structured repositories.

The Challenge

The client faced with the following business problems:

Manual relationship mapping between articles required time-consuming effort that slowed migration planning.
Inefficient content retrieval forced users to waste valuable time searching for information, reducing productivity.
Data integrity vulnerabilities threatened to break article relationships and dependencies during migration.
Unstructured knowledge repositories made it difficult for users to navigate and retrieve relevant content when needed.
Complex Salesforce migration requirements demanded extensive data transformation that risked content integrity.

An unstructured knowledge base and manual processes led to a fragmented user experience. Delays in content retrieval increased reliance on manual customer support, reducing operational efficiency and impacting client satisfaction.

The Solution

Deploy.AI delivered a custom AI-powered knowledge migration platform that automated the entire transformation pipeline. Off-the-shelf AI tools lacked the flexibility to address the specific data structure, compliance, and reference-validation challenges. Deploy.AI was essential in achieving the migration without human bottlenecks or data loss.

LLM-Driven Content Parsing and Structuring

AI extracted content from Scoop, preserving metadata (titles, references, links, and attachments).

Reference Validation and Hierarchy Creation

AI mapped article relationships and flagged broken or missing dependencies.

Predictive Relationship Detection

Weak or ambiguous references were flagged for manual review.

Optimized Article Loading Sequence and Formatting for Salesforce

JSON-formatted output was auto-validated and converted into Salesforce-compatible CSV files.

AI-Enhanced Web Scraping and Duplicate Detection

External articles were scraped and validated, while similar entries were consolidated.

Automated Content Cleansing and Compliance Validation

Outdated or non-compliant content was automatically flagged.

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Key Capabilities

Knowledge Extraction and Structuring

Automatically parsed and structured unstructured content, preserving all metadata and relationships.

Relationship Mapping

Detected missing article links and optimized knowledge hierarchy, eliminating manual validation work.

Retrieval-Augmented Generation

Delivered context-aware search capabilities that improved information discovery.

Duplicate Detection

Prevented redundant or conflicting information from degrading knowledge base quality.

Data Transformation

Ensured Salesforce-compatible CSV formatting.

Quality Assurance

Ensured error-free and policy-compliant articles throughout the migration process.

Business Value

Deploy.AI’s custom AI solution enabled a structured migration of thousands of knowledge articles—without manual bottlenecks or data integrity risks.
The automation delivered meaningful operational value across key areas:

Significantly reduced migration time, eliminating manual extraction, formatting, and validation tasks.
Improved data integrity, preserving article relationships, references, and hierarchy throughout the transition.
Enhanced content discovery, with AI-powered search delivering more relevant results and faster article access.
Stronger compliance and accuracy, thanks to automated quality checks, broken link detection, and outdated content flagging.

Why the Client Chose Deploy.AI

All-in-One AI-Powered Knowledge Management — а centralized platform for automating, structuring, and optimizing enterprise knowledge.
Scalable, Automated Content Structuring — AI eliminates manual content extraction, validation, and formatting, saving time and reducing errors.
Salesforce Integration - effortless data migration with AI-driven transformation and accuracy.
Intelligent, Context-Aware Search and Retrieval — AI-powered query prediction and content recommendations ensure fast, relevant results.