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EMPLOYING ANALYTICS TO DRIVE RESULTS June 25, 2019

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Page 1: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

EMPLOYING ANALYTICS TO DRIVE RESULTS

June 25, 2019

Page 2: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

TOPICS:• Overview

• Core IP Analytics GroupingsPatent preparation/maintenance- Rachel Smith

Portfolio Strategies- Tiffany Fidler

Enforcement/Monetization strategies- Sangeeta Gandhi Shah

• Q&A

2

Page 3: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

PATENT PREPARATION AND MANAGEMENT RACHEL SMITH

Page 4: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

•Examiner Metrics may be used to guide prosecution decisions

Appeal v. RCE

Interviews

Appeal Forwarding Fee

ANALYTICS-BACKED PROSECUTION

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Page 5: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ANALYTICS: EXAMINER METRICS

5

ANALYTICS-BACKED PROSECUTION

Page 6: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ANALYTICS-BACKED PROSECUTION

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Page 7: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ANALYTICS-BACKED PROSECUTION

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Page 8: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ANALYTICS: EXAMINER METRICS

8

ANALYTICS-BACKED PROSECUTION

Page 9: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ANALYTICS: EXAMINER METRICS

9

ANALYTICS-BACKED PROSECUTION

Page 10: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

•Analytics may be used to

Compare outside service providers

• Allowance rates

• Average actions to disposition

• Claim change from issuance to allowance

FIRM AND CLIENT ANALYTICS

10

Page 11: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ASSIGNEE STUDY

11

Firm Applications Allowance Rate

Months to Disposition Office Actions Ind. Claim

ChangeDep. Claim

Change

Our Firm 260 94% 21.3 1.7 0.1 -2.1

Firm A 172 92% 27.9 2.3 0 -0.6

Firm B 117 77% 24.6 1.8 0 -1.1

Firm C 73 82% 26.1 2.1 0 -0.5

Firm D 73 94% 24.4 1.5 0.1 -1.5

Page 12: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ASSIGNEE STUDY

12

Firm Applications Allowance Rate

Months to Disposition Office Actions Ind. Claim

ChangeDep. Claim

Change

Our Firm 260 94% 21.3 1.7 0.1 -2.1

Firm A 172 92% 27.9 2.3 0 -0.6

Firm B 117 77% 24.6 1.8 0 -1.1

Firm C 73 82% 26.1 2.1 0 -0.5

Firm D 73 94% 24.4 1.5 0.1 -1.5

Page 13: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ASSIGNEE STUDY

13

Firm Applications Allowance Rate

Months to Disposition Office Actions Ind. Claim

ChangeDep. Claim

Change

Our Firm 260 94% 21.3 1.7 0.1 -2.1

Firm A 172 92% 27.9 2.3 0 -0.6

Firm B 117 77% 24.6 1.8 0 -1.1

Firm C 73 82% 26.1 2.1 0 -0.5

Firm D 73 94% 24.4 1.5 0.1 -1.5

Page 14: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

•Extenuating circumstances may lead to varying statistics acrossclients and firmsAmount of foreign prosecution corresponding to the US case

Country of origin

Technologies that differ across firms

FIRM AND CLIENT ANALYTICS

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Page 15: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

•Analytics may be used toReview competitor trends

• Identify abandonment rates by technology class

Review your portfolio to identify higher value patents

• Number of citations

USING ANALYTICS TO REVIEW MAINTENANCE FEES

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Page 16: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

$2,3

52,2

00

$3,4

63,5

00

$4,8

17,6

00

$4,7

09,7

00

$4,9

11,8

00

$7,1

95,4

00

$9,7

56,6

00

$8,4

68,7

00

$7,2

52,0

00

$11,

033,

400

2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5 2 0 2 6 2 0 2 7

COMPANY A 10 YEAR MAINTENANCE DATASeries1

USING ANALYTICS TO REVIEW MAINTENANCE FEES

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Page 17: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

PORTFOLIO MANAGEMENT TIFFANY FIDLER

Page 18: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

BENCHMARKING, LANDSCAPING, AND ANALYSIS

Own Portfolio

Known Competitor Benchmarking

New Competitor Identification

Page 19: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

CITATION PYRAMID

Page 20: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

TREND IDENTIFICATION AND MANAGEMENT

Grants vs abandonments by technical area

CPC Class

No. P

aten

ts

Chart By CPC Class

3 3 3 3 3 31 5 70 1 1

74

192

236

97104

39

109

373

72

50

288

89

2 4 0

78

15

1

54

204

59

302

328

19

28

213

53

1

Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014-2017 Grants Toyota 2014-17 Grants Toyota Aban Cases 2016-2018GM 2014-17 Grants GM Aban Cases 2016-2018

0

100

200

300

400

50

150

250

350

com.AcclaimIP.www: Source

Page 21: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

VISUAL MAPPING

Relecura

Page 22: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

ENFORCEMENT/MONETIZATION STRATEGIES

SANGEETA GANDHI SHAH

Page 23: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

Ameranth, Inc. v. Domino’s Pizza LLC.

GKN Automotive LTD. v. JTEKT Corporation

Background/Pendency

23

Ford Global Technologies, LLC v. New World International Inc et al TXND-3-17-cv-03201

Page 24: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

BACKGROUND/PENDENCY

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Ameranth, Inc. v. Domino’s Pizza LLC.

GKN Automotive LTD. v. JTEKT Corporation

Page 25: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

MOTION OUTCOME/RULINGS

Page 26: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

EXPERT WITNESS

• Create dossier of potential experts

• Super-vetting

• Minimize risk of Daubert challenges

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Page 27: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

CITATION PATTERNS

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Page 28: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

EMERGING TECHNOLOGIES

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Page 29: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

PATENT ANALYSIS TOOLS

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Page 30: EMPLOYING ANALYTICS TO DRIVE RESULTS · 6/25/2019  · Ford NPA Q4 2018 Fees Due Ford PA Q4 2018 Fees Due Ford 2014 -2017 Grants Toyota 2014 -17 Grants Toyota Aban Cases 2016 -2018

Sangeeta [email protected]

CEO

Rachel [email protected]

Shareholder

Tiffany [email protected] Patent Prosecution

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