checklist to get prepared for patent reform
TRANSCRIPT
1 Copyright ©2013 Newlogic
Are you prepared for the
effect the patent reform
laws will have on R&D, design
and new product
development?PRESENTED BY:
Newlogic Consulting
Newton, MA
617-433-8449
www.newlogicusa.com
2 Copyright ©2013 Newlogic
We Help Companies Innovate
3 Copyright ©2013 Newlogic
Be afraid, very afraid…
• Patent reform will change your R&D and
NPD strategy
• Patent reform will change the time you
have available for innovation
• Patent reform will change how much
budget you have for innovation
• Patent reform will change which
innovations you’re able protect
4 Copyright ©2013 Newlogic
Disclaimers:
• We’re not lawyers, Newlogic is not a law firm, This is not a legal opinion
• Patent reform goes into effect March 2013
• It’s a law, and precise interpretation of the patent reform act will likely require litigation and legal opinions
• It’s complicated, this presentation is our point of view and may, or may not, apply to your situation
5 Copyright ©2013 Newlogic
The Patent Reform Act is the biggest
set of changes to happen to US patent
laws since 1836.
The law’s greatest effects on R&D
relate to:
• First inventor to file
• Prior User Rights
6 Copyright ©2013 Newlogic
First Inventor to File
• First inventor to file at USPTO wins;
can’t invalidate prior art based on
earlier invention date
• First patent stands unless a
subsequent patent owner proves you
derived the invention from them
• Can’t take something publicly used
from a foreign market and patent in
the US
Legal Reference: 35 USC 100 & 102 / Mar 16, 2012/13
7 Copyright ©2013 Newlogic
First Inventor to File: So What?
• You will have decide what to file with USPTO as
early as possible
• Potential large influx of worldwide inventors
• Open market testing is risky; however, secret ideas
can lose as well
• Patenting strategy has to be an integral part of NPD
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Prior User Rights
– Inventors have the right to ongoing use of undisclosed inventions (if prior use was greater than a year) , even if another entity is grated a patent for the invention (due to first to file)
– Ex.: Manufacturing Equipment: – If someone else independently develops the same invention they
would not be able to sue for infringement (if you can prove you’ve been using the invention for more than a year).
– But your use is limited to prior use – Cannot expand without infringing after the date patent was filed.
– You do not get this defense if invention was filed by univ/tto– They can sue you for your own technology
Legal Reference: 35 USC 321-329 / Sep 16, 2012
9 Copyright ©2013 Newlogic
Prior User Rights: So What?
Legal Reference: 35 USC 321-329 / Sep 16, 2012
• Secret activities, reversed engineered product, or
EUREKA! can concede market expansion and create
estoppels to on-going R&D efforts
• Do you know the technical/patent taxonomy of all
products and internal processes and division transfers?
• Sponsored research projects with Universities and other
research institutions: heighten need for tighter
agreements (e.g., CDAs and NDAs)
10 Copyright ©2013 Newlogic
Are You Ready for Patent Reform?
Is your project selection process ready?
Is your project management process ready?
Is your technology strategy processes ready?
Is your R&D team ready?
Is your toolbox ready?
11 Copyright ©2013 Newlogic
Make Objective Portfolio Decisions
Adjust Your Innovation Process
Innovate Using A Technology Strategy
Conduct Training and Workshops
Integrate New Tools
How To Prepare for Patent ReformAddressing patent reform requires top-down solutions
12 Copyright ©2013 Newlogic
Make Objective Portfolio Decisions
• Integrate IP decisions metrics
• Patent issues will have great impact on innovation
opportunity valuation and strategy
• Much greater reliance on
analytical decision making
to assure all issues are
considered and weighed
13 Copyright ©2013 Newlogic
Adjust Your Innovation Process
• Patent efforts need to be integrated throughout the
NPD process
• Cannot rely only on stage-gate process – need to
have parallel time-based process
• Cross-functional needs to integrate IP team
members as highly active participants5.
Build C
ase
to
support
IP c
ost
s
6.
File P
rovis
ional
Pate
nt
–at
least
8.
File U
tility
Pate
nt
Open
Innovati
on
Com
peti
tive
Technolo
gy
inte
llig
ence
3.
Rese
arc
h
com
peti
tive IP
Posi
tions
11.
Defe
nd
again
st p
ost
-gra
nt
revie
w
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Innovate Using A Technology Strategy
• Enable Breakthroughs on Multiple Product Attributes
to Build Defensible IP Estates
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Conduct Training and Workshops
• R&D teams need training and skills to understand
how to protect your company’s innovations
Clearer vision
of long-term
trends in
market/
customers,
competitors &
technology
Better process to select the most promising
innovation opportunities
Better process to determine which
resources to build where
Better focus inproduct portfolio strategy priorities
Better focusin technology & manufacturingstrategy priorities
Better focus inproduct planningand faster productdevelopment
Clearer & betterprocess to optimize product &portfolio plans
Clearer & better process to plan and allocate development capacity
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Integrate New Tools
• InnoAnalytics.com – A low-cost, innovation
management tool is available to help you:
– Capture your new ideas
– Track competitive intelligence and patents
– Collaborate with patent counsel to help you file as early
as possible
– Leverage the ideas and IP you already own towards new
challenges
– Make objective project management decisions
17 Copyright ©2013 Newlogic
We Can Help
• Ask how does this effect our NPD process?
• Ask how does this affect our decision making?
• Ask, how does this impact our technology
investments?
• Ask, how are we going to manage?
• Ask, how are we going to make the necessary
changes quickly, efficiently and right the first time?