patanalyse presentation
DESCRIPTION
PatAnalyse Ltd (www.patanalyse.com) delivers investigative consultancy projects to answer specific IP related questions which address the strategic business needs of our clients and are critically dependent on the completeness of the patent searching results. We have developed revolutionary techniques for self-learning iteration patent searching. Within our tools the power of artificial intelligence algorithms is closely integrated with the judgement of subject area experts.TRANSCRIPT
1© 2011 www.patanalyse.com
Dr. Victor ZhitomirskyPatAnalyse Ltd
New frontiersin the strategic useof patent information
2© 2011 www.patanalyse.com
Summary
PatAnalyse is in the business of deliveringIP intelligence to its clients.
We take responsibility for finding the patent information required by our clients and then structure and make sense of it
To deliver a project we use a proprietary, comprehensive search management system to capture expert judgements and combine these with artificial intelligence analysis to produce a pre-analysed universe of data tailored exactly to each client’s needs
Our experience in technology consultancy allows us to provide an interpretation of the ‘competitive intelligence landscape’; our analysis is closely aligned to the client’s business strategy
Our client, as the user, first influences how the universe of patent data is gathered and structured and then can exploit it using the on-line patent management system provided by PatAnalyse
3© 2011 www.patanalyse.com
Our core strength
We transform the patent search process from ‘black magic’ into a logical and fully traceable self-learning iteration process
We provide consultancy services underpinned by patent searches of unprecedented accuracy and completeness using our unique search management tools
Our ‘expert judgment’ approach is integrated with artificial intelligence algorithms and is fully controlled by subject area experts
It is not unusual for us to find up to four times more patents in clients’ areas of interest compared to the results provided by our competitors
Our clients are usually shocked when they learn the limitations of the conventional patent search strategies used by their advisors or internal teams
4© 2011 www.patanalyse.com
Improved efficiency
PatAnalyse has developed innovative methodsusing modern ‘Software as a Service’ technologies
Our algorithms are unique in providing capabilities beyond iterative assistance with finding and using all relevant patent codes and keywords – albeit critically important. The methodology is based on a pattern recognition algorithm and can find an additional 30% of patents which are misclassified in the European or US patent offices. These extra patents might well contain the documents that prove critical to the patent strategies of our clients
Special emphasis is also given to:
• correcting and enhancing raw bibliographic records
• efficiency of task distribution
• organising collaboration between experts
• assisting our clients with mining patent data in the post-project phase
5© 2011 www.patanalyse.com
What is PatAnalyse?
Integrated technology consultancy specialising inhigh quality patent searching and strategic analysis
The PatAnalyse core team has been working together for over a decade in the technology consultancy cluster in Cambridge, UK
Over the years the team has delivered a wide variety of patent landscape assignments for Blue Chip health care, medical devices, telecom, industrial, white goods, domestic and consumer goods companies
Our clients have access to an unparalleled skill set: our teams of diverse subject experts and seasoned business consultants work together to provide collective ‘IP Intelligence’
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“Many of the answers to key questions of technology and business strategy can be found in the patent databases if you know how to find them.
PatAnalyse has the powerful tools and expertise to do this and to present the answers using clear, easy to communicate, views of patent landscapes”
Alan MacDougall, European Patent Attorneypartner at Mathys & Squire
Consulting services
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Summary
Premium services which are critically dependenton the completeness of the patent searching results
'Patent landscape' studies of international R&D trends, used for:
• competitor intelligence
• technology scouting
• white space analysis
• licensing-in (e.g. through open innovation)
• technology forecasting, technology road mapping
Litigation support for nullifying claims of asserted patents
Freedom to operate (FTO) analysis
Due-diligence studies before in-licensing or acquisition
Strategic portfolio alignment
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Our analysis is provided in combination with the understanding of the business issues facing the client organisation
IP ‘intelligence’ services
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Our flagship offering helps to close the feedback loopbetween Business Strategy and IP Management
Competitor intelligence and technology scouting
• detailed analysis of each top company and each technology cluster
• identified novel solutions, white spaces and potential partners
• systematic approach to Open Innovation technology scouting o there is a chance that competitors are doing it already!
Our findings contribute to technology forecasting and management
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Patent mapping benefits
A Patent Mapping study is a ‘deep dive’ into the Invisibleweb - to the information derived from patent databases
• What technologies are already deployed and what is emerging?
• What are the benefits that these emerging technologies bring?o Their ownership position
• Whether there is any apparent ‘white space’ in the IP landscape?
• How serious are IP threats?
• What opportunities there are to in-license patents from third parties?
Benchmark the clients’ existing patent portfolio against competitors
Inform the strategic decision makers in the client organisation
Align research budgets according to the gained intelligence
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Case study: Advanced Energy Storage Technologies
The de-duplication algorithm aggregated about 12,000simple patent families from about 40,000 national patents
The iterative search was build up using a combination of• 110 assignees • 1,200 inventors• 2,600 patent codes (including IPC, ECLA, ICO, US, and Derwent) • 1,250 keywords
All forward and backward citations were added to the portfolio
Only 3% of patent families were left unassigned • in the raw patent records more than 40% of US patents were left
unassigned• the latest assignee information was taken from INPADOC legal file; this
information is available for 90% of US patents
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Advanced Energy Storage Technologies
Top Assignees vs. technical categories for genericLithium batteries
Assignment to technology category is done by subject experts; each technology category in the source data appears on one row of the Intensity map.
Assignment to technology category is done by subject experts; each technology category in the source data appears on one row of the Intensity map.
A bar chart shows the total number of documents in therow or column. In this case, the bar chart shows the totalnumber of documents in each technical category
A bar chart shows the total number of documents in therow or column. In this case, the bar chart shows the totalnumber of documents in each technical category
Unified assignee informationfor each patent familyappears on each column
Unified assignee informationfor each patent familyappears on each column
Darker colours indicatehigher levels of activityDarker colours indicatehigher levels of activity
This legend shows the non-linear colourscale used to convert the numbers ineach cell to a specific colour
This legend shows the non-linear colourscale used to convert the numbers ineach cell to a specific colour
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Litigation Support
We are frequently carrying out the litigation support projects on a success fee basis – charging only a nominal sum at the start of the project to establish a formal relationship and getting paid depending on the number of prior art documents identified by us that are actually used by our clients in the process of invalidating the asserted patents.
The first claim of about 90% of granted patents can be invalidated
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Case Study: Saving our Client from Disastrous Lawsuit
Client saved several millions of Euros which would havehad to be spent on a complete product redesign
• Company X received a notice of infringement letter• Initial attempts to obtain an invalidity or non-infringement opinion failed• The launch of new products in the quickly growing market became at threat • PatAnalyse approached the search as an iterative self-learning process• The export of the final search request (written using Boolean logic) took up 20 pages in the standard text editor program• All references to/from the broadly relevant patent documents were added• Overall 8,000 patent were screened, and 80 most relevant patents
identified• 32 patents were carefully selected and provided for further review by client • Our study provided company X with the required key evidence to file an opposition against an overly broad patent with the European Office and a request for re-examination in the United States.
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Comprehensive Freedom to Operate Study
Self-learning iterative patent search carried out by PatAnalyse is capable to identify the most relevant prior art
The ‘Seagate’ decision of the US Court of Appeals for Federal Circuit and new ‘America Invents Act’ has changed legal requirements•risk assessments that formerly mandated a counsel’s opinion can be carried out at a substantially lower budget•we provide technical determination of risks associated with third party IP
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Comprehensive Freedom to Operate Study
Written records are created only after discussions with a client
If potentially blocking patents are identified, we study a design around
We evaluate from the technical point of view if the potentially blocking patents are valid or infringed
Final report is provided under the supervision of the patent attorney:
• analyses the risks and identifies all open issues
• provides key evidence against potentially blocking patents
• summarises details for all required follow-up activitieso identified work-around optionso suggestions regarding in-licensingo evaluation of the most appropriate acquisition targets
All findings and our recommendations are first discussed with the client’s team during numerous conference calls
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Due-diligence Study for In-Licensing Activities
We address key questions likedoes the client need a license?
•if the client takes the license will they be able to use the acquired technology? •is everything necessary to exploit the licensed technology going to be transferred?
•what is the license worth?
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Strategic Portfolio Alignment
Separating key patents from low value assets and understanding the role of different patent bundles
Our collaborative on-line tools allow direct involvement of technical experts from client company in the evaluation process. It helps to:•organise the portfolio•maximise its value•save on on-going maintenance fees
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“PatAnalyse offers a really intelligent way to cope with the huge volume of patentinformation available worldwide”
Dr Bakuri Lanchava European Patent Attorney OSRAM GmbH
Benefits of usingour services
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The PatAnalyse innovative toolset
Efficient web-based collaboration betweentechnical experts under the control of artificial intelligence
Patent pending software tools developed by PatAnalyse have captured and automated our unique best practise in
• self-learning iterative patent searching
• patent screening integrated with an error correction algorithm
• patent classification
• bibliographic data cleaning
• visualisation of Patent Landscapes
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Benefits of using our service
The best possible quality of deliverables iscombined with quick turnaround
It takes about ten weeks for a large Patent Landscape study
• confidence in the completeness of results from the patent search
• improved quality of data through ‘clean’ patent bibliographic records
• analysis of information by business consultants with a good grasp of technology issues
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Post-project phase
The on-line patent management system provided by PatAnalyse can be used to guide the customer team to key individual patents
Clients might need to look at competitors’ patents to check the strength of their own IP in order to avoid unnecessary legal and R&D costs
But these patents also provide a comprehensive source of technical analysis – which frequently highlight the shortcomings of the available solutions
Putting together a proper understanding of un-met needs with insights into tried and failed technical solutions can often stimulate disruptive innovation – solutions which transcend existing IP landscapes and venture into ‘white space’
The information contained in patents can stimulate fresh ideas and accelerate the innovation process
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Further details of our services and our approach, are presented in the white paper document which can be downloaded at
http://patanalyse.com/whitepaper
An example of our Patent Landscape study can be previewed for the multi-client report “Advanced Energy Storage: Patent Trends and Company Positioning”
http://patanalyse.com/pamphlet
25© 2011 www.patanalyse.com
Dr Victor ZhitomirskyManaging Director
[email protected]: +44 (1223) 911576Mobile: +44 (7758) 552585www.patanalyse.com
As a technology consultancy with highly comprehensive proprietary software tools, PatAnalyse is uniquely positioned to help clients with Competitive Intelligence studies
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