employing analytics to drive results · 6/25/2019 · ford npa q4 2018 fees due ford pa q4 2018...
TRANSCRIPT
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/1.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/2.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/3.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/4.jpg)
•Examiner Metrics may be used to guide prosecution decisions
Appeal v. RCE
Interviews
Appeal Forwarding Fee
ANALYTICS-BACKED PROSECUTION
4
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/5.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/6.jpg)
ANALYTICS-BACKED PROSECUTION
6
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/7.jpg)
ANALYTICS-BACKED PROSECUTION
7
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/8.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/9.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/10.jpg)
•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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/11.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/12.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/13.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/14.jpg)
•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
14
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/15.jpg)
•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
15
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/16.jpg)
$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
16
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/17.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/18.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/19.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/20.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/21.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/22.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/23.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/24.jpg)
BACKGROUND/PENDENCY
24
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/25.jpg)
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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/26.jpg)
EXPERT WITNESS
• Create dossier of potential experts
• Super-vetting
• Minimize risk of Daubert challenges
26
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/27.jpg)
CITATION PATTERNS
27
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/28.jpg)
EMERGING TECHNOLOGIES
28
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/29.jpg)
PATENT ANALYSIS TOOLS
29
![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](https://reader033.vdocuments.mx/reader033/viewer/2022043008/5f971b29a74a9c6a906c627a/html5/thumbnails/30.jpg)
Sangeeta [email protected]
CEO
Rachel [email protected]
Shareholder
Tiffany [email protected] Patent Prosecution
30