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Services Overview – IP Management Services

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Page 1: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

Services Overview –

IP Management Services

Page 2: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

IP Management

Services

2

Page 3: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Solution Offerings | IP Management Services

3

•Patentability Search

•Whitespace analysis

•Patent Landscape

•Design Search

Patenting Support

•Patent Portfolio Evaluation &

Management

•Freedom-to- operate

•Design Around Study

Strategic IP

LexInnova provides IP management services to help companies manage and maximize

the value of their IP Portfolios

Page 4: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Solution Offerings | IP Management Services

4

LexInnova provides IP management services to help companies manage and maximize

the value of their IP Portfolios

•Patentability Search

•Whitespace analysis

•Patent Landscape

•Design Search

Patenting Support

•Patent Portfolio Evaluation &

Management

•Freedom-to- operate

•Design Around Study

Strategic IP

Page 5: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

Patenting Support

Services

5

Page 6: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Patentability Search | Methodology

Phase IIIPhase I Phase II

•Identification of technology expert based on the field of invention

•Understanding of the Subject Matter; preparation of key-features; identification of keywords and classes (US, CPC & IPC)

•Preparing a technology memorandum based on identified information

•Preparing key strings for the search, conducting class based search & patent analysis

•Identifying key assignees and inventors using the top results of keyword based and class based searches; performing assignee and inventor based searches

•Conducting Non-patent literature search that includes research articles, products/ product manuals, news and reports, books, etc.

•Shortlisting of Relevant Prior-Art: Prior art that discloses, teaches, or suggests one or more elements of the claims/inventive features are identified

•Analysis of shortlisted references to identify potential prior art

•Performing detailed quality check

•Preparation of search report

6

Page 7: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Patentability Search | Sample Patentability mapping

7

Page 8: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

White Space Analysis | Process Model

Phase IIIPhase I Phase II

• Defining the scope of analysis based on client’s comment/suggestions

• Key/unique features pertaining to the technology/portfolio are identified

• Search strategies are formulated to capture patents / published applications related to the domain/portfolio

• The keywords and their semantic variations are used in subscription- based database

• Screening most relevant patents from the captured patent set (in case of technology white space analysis)

• Preparation of taxonomy based on technology/ portfolio

• Bucketing the screened patents based on the devised taxonomy

• Extraction of Legal status of the patents

• Determining trends in the technology/portfolio

• Benchmarking of top competitors (in case of technology white space analysis)

• Creating insights with respect to identify whitespaces in the technology/ portfolio

8

Methodology followed in the white space analysis is quite similar to that followed in our technology landscape analysis. But thedifference between the two analysis lies in the insights of the study.

Page 9: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

White Space Analysis | Sample Bucketing

Relevant Images of patents are hosted on secure LexInnova server which areconveniently hyperlinked for easy client’s access.

Relevant patents are categorized based on relevant technology heads called Taxonomy for better understanding

9

Page 10: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

LexInnova’s proprietary search interface is embedded in MS Excel for easy drill down of important patents based upon multipleparameters of interest for the clients. For instance, client can look for patents in a particular technology head or patents of particular

assignees. The results are listed down in a separate worksheet

White Space Analysis | Search Interface

10

Page 11: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Country-wise technology coverage

White space analysis

White Space Analysis | Sample Graphical Analysis

11

Page 12: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Landscape Analysis | Process Model

Phase IIIPhase I Phase II

• Defining the scope of analysis based on client’s comment/suggestions

• Key/unique features pertaining to the technology are identified

• Search strategies are formulated to capture patents / published applications related to the domain

• The keywords and their semantic variations are used in subscription- based database

• Screening most relevant patents from the captured patent set

• Preparation of taxonomy based on technology

• Bucketing the screened patents based on the devised taxonomy

• Extraction of Legal status

• Determining trends in the technology

• Benchmarking of top competitors

• Creating insights using our proprietary methodologies-LexScore™, LexMap™ etc.

12

Page 13: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Landscape Analysis | Sample Bucketing

Relevant Images of patents are hosted on secure LexInnova server which areconveniently hyperlinked for easy client’s access.

Relevant patents are categorized based on relevant technology heads called Taxonomy for better understanding

13

Page 14: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

LexInnova’s proprietary search interface is embedded in MS Excel for easy drill down of important patents based upon multipleparameters of interest for the clients. For instance, client can look for patents in a particular technology head or patents of particular

assignees. The results are listed down in a separate worksheet

Landscape Analysis | Search Interface

14

Page 15: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

0.00

2.00

4.00

6.00

ClaimBreadth

Citations

TechnicalCoverage

Avg LifetimeRemaining

GeographicalCoverage

Grant/Application Ratio

Company ACompany B

• A competitive intelligence methodology

• Provides a 360 degree view of the relative

positioning of patent filers in a particular domain

• Evaluates the maturity of the portfolio based on

multiple quality parameters and patenting activity

• Provides a granular level analysis of multiple parameters which govern the overall quality and market potential of a portfolio

• Helps corporations in identifying parameter where they lag, thereby enabling companies to focus in that specific area

• Instrumental in gaining competitive advantage by evaluating one’s portfolio with respect to other players in the market

LexCompete™ LexCompare™

Landscape Analysis | Methodologies

Proprietary Framework for performing Advanced Business Analytics using Patent Data

15

Page 16: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Country-wise technology coverage

White space analysis Geography distributionTechnology-Assignee analysis

Competitive Portfolio Analysis

Landscape Analysis | Other Sample Graphical Analysis

16

Page 17: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Design Search | Methodology

Phase IIIPhase I Phase II

•Identification of key aesthetics of the design disclosed in the invention

•Understanding of the aesthetics of the design; preparation of key-features; identification of keywords and classes

•Preparing a technology memorandum based on identified information

•Preparing key strings for the search, conducting class based search on various paid & free databases

•Identifying key assignees and inventors using the top results of keyword based and class based searches; performing assignee and inventor based searches

•Shortlisting of Relevant Prior-Art: Prior art that discloses, teaches, or suggests the key aesthetics of the design are identified

•Analysis of shortlisted references to identify potential prior art

•Performing detailed quality check

•Preparation of search report

17

Page 18: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Design Search | Sample Snapshots

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Page 19: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved19

Solution Offerings | IP Management Services

•Patentability Search

•Whitespace analysis

•Patent Landscape

•Design Search

Patenting Support

•Patent Portfolio Evaluation &

Management

•Freedom-to- operate

•Design Around Study

Strategic IP

LexInnova provides IP management services to help companies manage and maximize

the value of their IP Portfolios

Page 20: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

Strategic IP Support

Services

20

Page 21: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

4

9

US6

48

71…

US7

63

10…

US7

27

21…

US7

51

55…

US7

69

74…

US7

39

18…

US8

07

30…

US6

87

32…

US6

93

45…

US7

98

69…

US7

60

97…

US7

46

05…

US7

41

50…

US7

00

64…

US7

91

24…

US7

59

34…

US8

24

91…

US8

03

61…

US8

33

19…

Present Applicability Future Applicability

Detectability

Market Applicability & Detectability Analysis

Patent Portfolio Evaluation & Management| Methodologies

LexScore™

LexScore is focused towards the monetization (licensing/sale) of a portfolio.

• Assesses the market potential of patents based on multiple quality parameters and their remaining validity

• Reflects the true strength of the patent, relative to the patents falling under the same technology ambit

• Aids in identification of key patents in portfolio and, provides a wide angle view of the portfolio’s strength.

Lifetime Remaining

Pa

ten

tS

tre

ng

th

Points represent different patent

numbers

The LexScore is determined by analyzing the following factors:

• Present & Future Market Applicability

• Detectability (Ease of finding the ‘Evidence of Use’)

• Enforceable Life of patents

• Forward Rejection analysis (by considering the 102, 103 rejectionsand the amendments or abandonment brought about by thepatent). More number of forward rejections indicate that theparticular patent is very strong.

21

Page 22: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

We use various proprietary methodologies for performing advanced portfolio analysis, which help clients in taking strategic decisions like ‘buying/ selling’ of portfolio and, for initiating licensing endeavors

• Evaluates present market applicability of a portfolio. It is a product of

exhaustive market research, which maps the products available in the

market with the patents they use/incorporate.

• Helps corporations to uncover the present market potential of the

portfolio and identifies the highly exploitable patents present.

Patent Portfolio Evaluation & Management| Methodologies

LexMap™

• Evaluates the validity strength of individual patents, leading to

the overall strength assessment of the portfolio

• Helps identify weak patents/technology areas in the portfolio

that may possess potential threat during a downstream

litigation or licensing activity

22

Page 23: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Patent Portfolio Evaluation & Management | Methodologies

High LexScore indicates key patents that

provide strength to portfolio on

commercial, technology and legal fronts

SWOT Analysis

Low LexScore can identify the weak-

links in the portfolio on commercial,

technology and legal fronts

High density LexMap indicates higher out-

licensing opportunities for the portfolio

Lower Ranked patents in the LexMap

framework pose threats of invalidity during

transactions or litigations

23

Page 24: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

0

5

10

15

20

25

Baffle Flow Porous Material Hydrophillic Materials

Plates Automobiles Cooling Towers

583

411

227

134

118

101

94

93

79

73

69

53

51

48

43

42

39

38

35

32

32

29

29

26

IBM Corp.

Microsoft Corporation

Intel Corporation

Symantec

Red Hat Inc.

Hewlett-Packard

Oracle

Hitachi Ltd.

CITRIX SYSTEMS INC.

McAfee Inc.

FUJITSU LIMITED

Parallels Holdings Ltd.

VERITAS Operating Corporation

SAP AG

Sun Microsystems Inc.

EMC Corporation

JUNIPER NETWORKS INC.

Quest Software Inc.

DELL PRODUCTS L.P.

NetApp Inc.

Novell Inc.

Gogrid LLC

Apple Inc.

SAMSUNG ELECTRONICS CO. LTD.

Portfolio Application Focus

Portfolio Technology Evolution

Geographical Presence

Top Citing Assignees

Patent Portfolio Evaluation | Other Sample Graphical Analysis

24

Page 25: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Freedom-to-Operate Search | Methodology

• Assignment of project based on technology field

• Understanding of subject matter

• Key features are identified based on the information provided by the client

• Identification of relevant key classes (IPC, CPC, USC)

• Keywords and their synonyms are listed down

• Search for identifying various relevant patents based on framed search strategy in different databases

• Broad keyword based search limited by US classes or IPC classes is carried out

• Patents which claim or suggest one or more elements of the technical disclosure/product specification are identified

Phase III

• Important assignees and inventors are identified based on relevant patents

• Search is conducted for identified assignee and inventor names

• Citation analysis is performed on relevant patents to uncover further prior arts

Phase IV

• Final references are selected from the shortlisted references and legal statuses are extracted

• Relevant patent prior art is color coded and matched with the features of the technical disclosure/product specification for easy understanding of the client

• Report preparation and quality check.

Phase I Phase II

24

Page 26: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Freedom-to-Operate Search | Sample Product feature mapping

25

Page 27: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Design Around Study | Methodology

• Assignment of project based on technology field

• Understanding of subject matter

• Key features are identified based on the information provided by the client

• Identification of relevant key classes (IPC, CPC, USC)

• Keywords and their synonyms are listed down

• Search for identifying various relevant patents based on framed search strategy in different databases

• Broad keyword based search limited by US classes or IPC classes is carried out

• Patents which claim or suggest one or more elements of the technical disclosure/product specification are identified

Phase III

• Important assignees and inventors are identified based on relevant patents

• Search is conducted for identified assignee and inventor names

• Citation analysis is performed on relevant patents to uncover further prior arts

Phase IV

• Final references are selected from the shortlisted references and legal statuses are extracted

• Final references are analyzed and possible design-around alternatives are identified

• Report preparation and quality check.

Phase I Phase II

24

Methodology followed in the design around study is quite similar to the methodology followed in freedom-to-operate search. But in the design around study, possible “design around” alternatives to the products are identified and analyzed to avoid potential infringement..

Page 28: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Design Around Study | Sample Product feature mapping

25

Page 29: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

Design Around Study | Sample Product feature mapping

25

Methods

Original PatentAttributes → Post

Design-AroundAttributes

Statements

Elimination of a Key Feature

A+B+C+D →A+B+C Circumvention of the All Elements Rule

Replacement of a Key Feature

A+B+C+D →A+B+C2+D3 Key Feature C≠C2Key Feature D≠D2

Circumvention of the All Elements Rule & the Doctrine of Equivalents

Combination of Key Features

A+B+C+D →A+B+E Key Feature, C+D≠E

Circumvention of the All Elements Rule & the Doctrine of Equivalents

Decomposition of a Key Feature

A+B+C+D →A+B+C+D2+D3

Key Feature, D1≠D2+D3

Circumvention of the All Elements Rule & the Doctrine of Equivalents

Page 30: Services Overview IP Management Services · analysis) •Creating insights with respect to identify whitespaces in the technology/ portfolio 8 Methodology followed in the white space

© 2015 LexInnova. All rights reserved

www.lexinnova.com I [email protected]