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How to Protect Your
Brand and Innovation
Ron Zink, Associate General Counsel, Microsoft Corporation
Photograph©ChrisHarvey|Agency:Dreamstime.com
IP as a Business Tool
 Think Comprehensively
– Where is your market?
– What differentiates you from competitors?
– Who are you partnering with?
 Develop and Own Your Plan
– Understand Your Goals
– Prioritize
– Measurement
 Use Available Resources
– Free tools online
– Professionals
–Ask the right questions
–Scope the work
–Set budgets
Trademarks – How can you protect your brand?
• The first IP protection most
companies seek is for their
brand.
• Business Week/Interbrand
report that the Top 10 global
brands represent a collective
value of $423 billion.
1 $68,734m
2 $60,211m
3 $56,647m
4 $47,777m
5 $34,864m
6 $32,275m
7 $31,980m
8 $31,330m
9 $30,636m
10 $28,447m
http://www.interbrand.com/best_global_brands_intro.aspx
Trademarks – How can you protect your brand?
• Trademarks generally must be
registered to receive protection.
• Trademarks must meet certain
legal requirements to be
registered.
– A symbol – word, graphic, etc.
– Distinctive
– Used in connection with goods or
services
– Not descriptive or generic
– Not the same as or confusingly similar
to another registered or famous
trademark
– Not deceptive or against public policy
• Trademarks are often indicated
by ® or ™ symbols.
Trademarks & Domain names – Protecting your brand
• You can search on-line to see if your
mark is already registered.
– UK: www.ipo.gov.uk/types/tm/t-os/t-find.htm
– EU:
oami.europa.eu/CTMOnline/RequestManager/en_Sear
chBasic
• You can register a trademark on-line.
– UK: www.ipo.gov.uk/types/tm/t-os.htm (£200+)
– EU:
http://oami.europa.eu/ows/rw/pages/QPLUS/forms/elec
tronic/fileApplicationCTM.en.do (€900+)
• You can register your domain name.
– Offive Live Small Businesss:
http://www.microsoft.com/smallbusiness/products/offic
e/microsoft-office-live/default.aspx#overview
– Tips for picking a name:
http://office.microsoft.com/en-
us/officelive/FX102041591033.aspx?ofcresset=1
Copyright – How can you protect your ‘expression’?
• Copyright covers all kinds of
creative and technical
expression, including computer
programs, websites, photos,
film, manuals and other text.
• In the EU, copyright protects all
forms of ‘expression’ of
software– not just source and
object code but also GUIs, for
example.
Copyright – How can you protect your ‘expression’?
• Copyright protection is
automatic when the work is
created. It is not necessary to
register a copyright in the EU
and most other countries.
• Many developers do register
copyright works with the US
Copyright Office, which
provides evidence of copyright
and some litigation benefits.
http://www.copyright.gov/eco/ ($35+)
http://www.copyright.gov/records/
Patents – How can you protect your inventions?
• Patents are available for
technical inventions in any field
of technology.
• There are both design & utility
patents.
• Patents provide broad
protection for the functionality
or underlying principle of an
invention.
• Inventions must meet a 3-part
test to be patentable.
•Has it ever been done before or
completely described in a published
document?
•US: “New”
Novel
•Would someone of ordinary skill in the
technological field come up with this,
even if not completely described before
in one place? Does the invention make
a ‘technical contribution’?
•US: ‘Non-obviousness’
Inventive
Step
•What does the invention accomplish –
does it accomplish what it’s intended to
do?
•EU: Industrial Applicability
Industrial
Application
Patents – How can you protect your inventions?
• Patents must be registered in
order to give you protection.
– UK/EU: search for patents at
http://gb.espacenet.com/search97cgi/s97_cgi
.exe?Action=FormGen&Template=gb/en/qu
ick.hts
Case Study
 Business Model
 Hardware
 Peripherals
 Games
 Xbox Live
Peripherals
Games
Xbox Live
Intellectual Property, Small Business and the EU
Key messages:
1. Small businesses rely on IP.
2. Patents are important to protect
all kinds of ICT innovations,
including those embodied in
software.
3. Small businesses need better cost-
effectiveness and access to the IP
system, particularly in any new EU
patent.
4. There is help out there.
61
42
39
51
22
49
0 20 40 60
Market Share
increased
Turnover increased
N.of employees
increased
ICT SMEs with IPR
ICT SMEs without IPR
IP use by SMEs means increased market
share, turnover, employment
89% of ICT SMEs use IPRs
46% use or plan to use copyright
32% use or plan to use patents
50% of open-source software developers
use patents
10%+ higher market share, turnover,
employee growth for IP owners
2.1% expected annual growth in IT
spending 2008-2013
0.0% expected annual GDP growth in
economy overall 2008-2013
IDC study for European Commission, Intellectual Property Rights and Competitiveness: Challenges for ICT-Producing
SMEs (2008), http://www.ebusiness-watch.org/studies/special_topics/2007/documents/Study_08-2008_IPR.pdf
How to Protect Your
Brand and Innovation
Ron Zink, Associate General Counsel, Microsoft Corporation
Photograph©ChrisHarvey|Agency:Dreamstime.com

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Ron Zink: intellectual property and how to protect your brand and innovation

  • 1. How to Protect Your Brand and Innovation Ron Zink, Associate General Counsel, Microsoft Corporation Photograph©ChrisHarvey|Agency:Dreamstime.com
  • 2. IP as a Business Tool  Think Comprehensively – Where is your market? – What differentiates you from competitors? – Who are you partnering with?  Develop and Own Your Plan – Understand Your Goals – Prioritize – Measurement  Use Available Resources – Free tools online – Professionals –Ask the right questions –Scope the work –Set budgets
  • 3. Trademarks – How can you protect your brand? • The first IP protection most companies seek is for their brand. • Business Week/Interbrand report that the Top 10 global brands represent a collective value of $423 billion. 1 $68,734m 2 $60,211m 3 $56,647m 4 $47,777m 5 $34,864m 6 $32,275m 7 $31,980m 8 $31,330m 9 $30,636m 10 $28,447m http://www.interbrand.com/best_global_brands_intro.aspx
  • 4. Trademarks – How can you protect your brand? • Trademarks generally must be registered to receive protection. • Trademarks must meet certain legal requirements to be registered. – A symbol – word, graphic, etc. – Distinctive – Used in connection with goods or services – Not descriptive or generic – Not the same as or confusingly similar to another registered or famous trademark – Not deceptive or against public policy • Trademarks are often indicated by ® or ™ symbols.
  • 5. Trademarks & Domain names – Protecting your brand • You can search on-line to see if your mark is already registered. – UK: www.ipo.gov.uk/types/tm/t-os/t-find.htm – EU: oami.europa.eu/CTMOnline/RequestManager/en_Sear chBasic • You can register a trademark on-line. – UK: www.ipo.gov.uk/types/tm/t-os.htm (£200+) – EU: http://oami.europa.eu/ows/rw/pages/QPLUS/forms/elec tronic/fileApplicationCTM.en.do (€900+) • You can register your domain name. – Offive Live Small Businesss: http://www.microsoft.com/smallbusiness/products/offic e/microsoft-office-live/default.aspx#overview – Tips for picking a name: http://office.microsoft.com/en- us/officelive/FX102041591033.aspx?ofcresset=1
  • 6. Copyright – How can you protect your ‘expression’? • Copyright covers all kinds of creative and technical expression, including computer programs, websites, photos, film, manuals and other text. • In the EU, copyright protects all forms of ‘expression’ of software– not just source and object code but also GUIs, for example.
  • 7. Copyright – How can you protect your ‘expression’? • Copyright protection is automatic when the work is created. It is not necessary to register a copyright in the EU and most other countries. • Many developers do register copyright works with the US Copyright Office, which provides evidence of copyright and some litigation benefits. http://www.copyright.gov/eco/ ($35+) http://www.copyright.gov/records/
  • 8. Patents – How can you protect your inventions? • Patents are available for technical inventions in any field of technology. • There are both design & utility patents. • Patents provide broad protection for the functionality or underlying principle of an invention. • Inventions must meet a 3-part test to be patentable. •Has it ever been done before or completely described in a published document? •US: “New” Novel •Would someone of ordinary skill in the technological field come up with this, even if not completely described before in one place? Does the invention make a ‘technical contribution’? •US: ‘Non-obviousness’ Inventive Step •What does the invention accomplish – does it accomplish what it’s intended to do? •EU: Industrial Applicability Industrial Application
  • 9. Patents – How can you protect your inventions? • Patents must be registered in order to give you protection. – UK/EU: search for patents at http://gb.espacenet.com/search97cgi/s97_cgi .exe?Action=FormGen&Template=gb/en/qu ick.hts
  • 10. Case Study  Business Model  Hardware  Peripherals  Games  Xbox Live
  • 12. Games
  • 14. Intellectual Property, Small Business and the EU Key messages: 1. Small businesses rely on IP. 2. Patents are important to protect all kinds of ICT innovations, including those embodied in software. 3. Small businesses need better cost- effectiveness and access to the IP system, particularly in any new EU patent. 4. There is help out there. 61 42 39 51 22 49 0 20 40 60 Market Share increased Turnover increased N.of employees increased ICT SMEs with IPR ICT SMEs without IPR IP use by SMEs means increased market share, turnover, employment 89% of ICT SMEs use IPRs 46% use or plan to use copyright 32% use or plan to use patents 50% of open-source software developers use patents 10%+ higher market share, turnover, employee growth for IP owners 2.1% expected annual growth in IT spending 2008-2013 0.0% expected annual GDP growth in economy overall 2008-2013 IDC study for European Commission, Intellectual Property Rights and Competitiveness: Challenges for ICT-Producing SMEs (2008), http://www.ebusiness-watch.org/studies/special_topics/2007/documents/Study_08-2008_IPR.pdf
  • 15. How to Protect Your Brand and Innovation Ron Zink, Associate General Counsel, Microsoft Corporation Photograph©ChrisHarvey|Agency:Dreamstime.com

Editor's Notes

  1. Where is your differentiation Where is your market Who are you partnering with Protecting” your business Contrasting industry approaches ICT, Pharma, Manufacturing, Financial … The illusion of exclusion Open innovation
  2. Trade secrets