Managed Services
Access to senior Do Good Digital experts on a schedule that works for you — administration, configuration, optimization, troubleshooting, integration strategy, training and change management support.
ExploreWorkfront Planning
Planning that connects strategy to the work underneath it.
We model your campaigns, products and portfolios in Workfront Planning so leadership sees the plan and delivery teams see the work — in one connected system.
The short answer
What we actually do here.
Planning is where most organizations discover their planning language was never written down. We define record types, fields, views and connections that reflect how you plan, then wire them to execution in Workfront so the plan and the work never drift apart.
- Marketing leaders planning campaigns across channels
- Portfolio and program leaders
- Teams planning in spreadsheets and slides today
- Existing Workfront customers adding Planning
- Operations teams standardizing taxonomy
- Executives who need a single view of what's coming
Problems this solves
The issues teams bring us most often.
The plan lives in spreadsheets
Versions multiply, dates drift, and nobody knows which file is current.
Plan and delivery disconnect
Planning records connect to real Workfront work so status flows up without manual updates.
No shared taxonomy
We define record types and fields once so campaigns, briefs and budgets line up across teams.
Too many views, no clarity
Purpose-built views by audience: executive roll-up, channel calendar, team backlog.
Late visibility
Leaders see what's planned, in flight and at risk while there's still time to act.
Rollout stalls
Structured onboarding and change management support so Planning gets used, not just configured.
Capabilities
What that looks like in practice.
Senior practitioners, business process first, and documentation your team keeps. We teach as we build so the knowledge stays with you.
- Planning taxonomy and record type design
- Field, view and calendar configuration
- Connections between Planning and Workfront work
- Campaign, product and portfolio modeling
- Budget and intake alignment
- Executive roll-up views and dashboards
- Migration from spreadsheet-based planning
- Governance and maintenance model
- Integration strategy with adjacent systems
- Training and enablement by audience
- Change management support for rollout
- Ongoing optimization as planning matures
AI at Do Good Digital
AI that shortens the distance from idea to plan.
We use AI — Claude included — to compress the slow parts of planning: drafting briefs, summarizing plan changes, and surfacing risk before the status meeting.
01
AI-drafted campaign briefs and intake records from a short prompt.
02
Automated change summaries so leaders see what moved and why.
03
Claude-assisted analysis across planning and delivery data.
How we engage
Three ways to bring us in.
The same expertise, purchased the way that fits your situation. Engagements blend, and you can move between them as priorities change.
Implementations & New Delivery
Implementing, optimizing or expanding the tool, built around what is unique to you — a teaching-first partnership with a client-first experience end to end, through to a successful launch.
ExplorePartnership Solutions
Hire our team to work as one of your own. We follow your ways of working, often on your email, for staffing gaps, leaves of absence and surge needs.
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