Developing IP Portfolio, By Arun Narasani

849 views

Published on

Developing IP Portfolio involves developing a framework using a set of discrete techniques and tools. This presentation provides a framework and talks about the need for IP Policy, IP Process, analysis tools, sustainable innovation process, portfolio management. The presentation also introduces TRIZ and drives the fact that innovation can be institutionalized.

Published in: Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
849
On SlideShare
0
From Embeds
0
Number of Embeds
25
Actions
Shares
0
Downloads
29
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Developing IP Portfolio, By Arun Narasani

  1. 1. Developing IP Portfolio Arun K Narasani Founder, ipMetrix arun@ipmetrix.com
  2. 2. Did you know that Indian businesses pay royalties of more than USD 3 billion and receive royalties of less than 400 million?
  3. 3. Agenda ● Sustainable innovation ● Business Goals and IP Strategy ● IP policy/framework and process ● ● ● Tools for guidance and analysis – infringement analysis, competitor analysis, tech landscaping … Innovation frameworks – TRIZ, an example Identification and Protection ● Protection considerations/strategies ● Portfolio management ● Integration ● Myths ipMetrix 3
  4. 4. A Framework IP Policy Framework IP Analysis Tools Identification And Protection Innovation Portfolio Management IP Strategy ipMetrix 4
  5. 5. IP Strategy for Business ● Technology Roadmap ● Market needs and competition ● Organizational competencies ● Investment ipMetrix 5
  6. 6. IP Strategy for Business ● Role of IP ● Offensive vs Defensive ● Value creation vs Freedom to operate ● Profit center vs Cost center ipMetrix 6
  7. 7. IP Strategy for Business ● Offensive – sticks and carrots ● ● ● Aggressive and focused R&D Out-licensing Defensive – freedom to operate ● Protection of business interests ● Internal R&D or in-licensing ● Stopping others from acquiring IP ipMetrix 7
  8. 8. IP Strategy ipMetrix 8
  9. 9. IP Policy ● IP acquisition ● ● ● Internal vs external Collaboration/ joint development Exploitation ● Commercialization ● Licensing ● Sale ● JV ... ipMetrix 9
  10. 10. IP Policy ● IP monitoring ● Avoiding risks ● Ownership ● Role of stakeholders including employees ● Employee incentives .. ipMetrix 10
  11. 11. IP Policy Framework IP Strategy ipMetrix 11
  12. 12. Need for IP analysis ● Where do we start in developing IP portfolio? ● Which competitor IP can potentially block us? ● Which IP is required for freedom to operate? ● Which IP will be useful to block our competitors? ● ● Can we develop new IP that can improve your market presence? Is there IP that we cannot develop internally? If so, can we license such IP? ipMetrix 12
  13. 13. IP Analysis Tools ● Infringement analysis ● Technology landscaping ● ● ● Technology trends and patterns Identify opportunities and threats Competitor monitoring ● Reverse engineering ● Patent updates ipMetrix 13
  14. 14. Infringement Analysis ● Conduct patent search ● ● ● Classification/ assignee/ key words Identify relevant patent(s) Claim by claim and element by element analysis ● Literal infringement ● Infringement by Doctrine of equivalence ipMetrix 14
  15. 15. Technology Landscaping ● Analyzing technology segments ● Preparing detailed taxonomy ● Patent search ● Classification / assignee / key words ● Patent screening and analysis ● Detailed reporting to analyze trends ● Identify opportunities and threats ipMetrix 15
  16. 16. Detailed Taxonomy ipMetrix 16
  17. 17. Reporting and Trend Analysis ipMetrix 17
  18. 18. Competitor Monitoring ● Regular updates to technology landscape ● Alert services on new competitor IP ● Alert services on related technology IP ● Reverse engineering ipMetrix 18
  19. 19. IP Policy Framework IP Analysis Tools IP Strategy ipMetrix 19
  20. 20. Innovation ipMetrix 20
  21. 21. Innovation ● Innovation by trial and error ● ● Takes a long time Innovation through genius ● May not happen at all ipMetrix 21
  22. 22. Innovation is incremental “If Edison had the task to find a needle in a haystack, he would not lose time determining the most probable location of it. He would immediately, with the diligence of a bee, begin picking up straw after straw until he found the object of his search” - Nicola Tesla ipMetrix 22
  23. 23. Innovation largely is incremental ipMetrix 23
  24. 24. Illustration of the bulb.. ● Elements so far.. ● Enclosed bulb ● Filament ● Electric supply Source: “Economics of IP and Innovation”, Pavan Mamidi, Mentor at ipMetrix ipMetrix 24
  25. 25. So what came next? ● ● ● The art of incremental invention… Sequential invention/innovation is the practice of drawing upon historical experience and improving upon it… How? ● Tinkering with the past; ● Distorting the past; ● Bearing the social and economic cost of distorting the past; ● Institutionalizing and respecting the madness that goes into distorting the past! Source: “Economics of IP and Innovation”, Pavan Mamidi, Mentor at ipMetrix ipMetrix 25
  26. 26. Then came the diode.. ● ● ● ● Someone played around with the past.. His name was John Ambrose Fleming Basically tinkered around with the electric bulb, and introduced a new element – a ‘plate’… This became the basis for the phenomena of rectification in electric theory! Source: “Economics of IP and Innovation”, Pavan Mamidi, Mentor at ipMetrix ipMetrix 26
  27. 27. Then someone else came along… ● ● ● He tinkered around with the past even further! He introduced another new element – a small wire mesh between the filament and the plate (and could control the flow of electrons between them); This became the triode – which does something dramatically different from either an electric bulb or a diode – amplification! Source: “Economics of IP and Innovation”, Pavan Mamidi, Mentor at ipMetrix ipMetrix 27
  28. 28. Then someone else came along… ● ● ● They tinkered around with the bulb and all it’s elements….and distorted it even further. They were ‘mad’ too! They incorporated the functionality of a triode into a silicone medium – thus was born the transistor… Source: “Economics of IP and Innovation”, Pavan Mamidi, Mentor at ipMetrix ipMetrix 28
  29. 29. Once last time for the presentation…. ● ● ● Not satisfied with history, some more mad people engaged in the process of creative destruction of the past… They incorporated hundreds of these transistors onto one common silicon chip – which later gave birth to the digital world and the silicon valley; To which you in particular owe your livelihoods today! Source: “Economics of IP and Innovation”, Pavan Mamidi, Mentor at ipMetrix ipMetrix 29
  30. 30. TRIZ ipMetrix 30
  31. 31. TRIZ ● ● Based on the principle that there is a method to madness in engineering innovation TRIZ – Theory of Inventive Problem Solving (Genrich S. Altshuller) ipMetrix 31
  32. 32. TRIZ ● Systematic, step-by-step procedure ● Broad solution space to direct to ideal solution ● Repeatable and reliable ● Access to body of inventive knowledge ● Add to body of inventive knowledge ● Familiar enough to inventors ipMetrix 32
  33. 33. Levels of inventiveness Source: http://www.mazur.net/triz ipMetrix 33
  34. 34. Principles of TRIZ ● Ideality ● ● Resource use ● ● Use of available resources Contradiction ● ● Systems evolve towards increasing degrees of ideality: useful vs harmful effects Identifying contradictions Repeating patterns ● Repeating patterns of problems-solutions ipMetrix 34
  35. 35. Step-by-step process ● Identify problem ● ● Formulate problem ● ● Resource requirements, harmful effects Restate in terms of contradictions Search for solved problems ipMetrix 35
  36. 36. TRIZ Method General Problem General Solution Specific Problem Specific Solution ipMetrix 36
  37. 37. Framework ● Research on more than 300,000 patents ● 39 engineering parameters ● 40 inventive principles ipMetrix 37
  38. 38. Leveraging Ideas ● 90% of raw ideas never go beyond the generator ● 3% of remaining 10% obtain sufficient backing ● Failure to attract a champion “Developing communities of innovation by identifying innovation champions”, Elayne Coakes and Peter Smith. ipMetrix 38
  39. 39. Caselet – Envelope Improve loss of time vs Deterioration in reliability ipMetrix 39
  40. 40. Caselet – Shower Head Area of moving object vs Temperature ipMetrix 40
  41. 41. IP Policy Framework IP Analysis Tools Innovation IP Strategy ipMetrix 41
  42. 42. Identification and Protection ipMetrix 42
  43. 43. Identification ● Conduct regular audits ● Technology audit ● Process audit ● Review outcome of innovation exercises ● Identify potential IP based on business goals ● Perform risk analysis ● Ensure confidentiality of information ipMetrix 43
  44. 44. Protection ● First to file (India) ● Territorial ● Filing strategies ● National vs Foreign vs Convention vs PCT ipMetrix 44
  45. 45. IP Policy Framework IP Analysis Tools Innovation Identification And Protection IP Strategy ipMetrix 45
  46. 46. Portfolio Management ipMetrix 46
  47. 47. Portfolio Management ● ● Identifying IP Builiding a portfolio of IP towards business goals ● Working on improvements ● Licensing strategies (In and Out) ● Competitor monitoring ● Maintenance of existing portfolio ● Issued and in-process ipMetrix 47
  48. 48. Portfolio Management ● Patent process: 3-4 year process ● Filing – ● 18M publication – ● Provisional and complete Early publication Examination – Multiple iterations of examination reports and responses ● Recordal ● Corrections ● Issue ● Clarifications from patent office ipMetrix 48
  49. 49. IP Policy Framework IP Analysis Tools Innovation Identification And Protection Portfolio Management IP Strategy ipMetrix 49
  50. 50. Integration and other concerns ipMetrix 50
  51. 51. R&D and IP Integration ipMetrix 51
  52. 52. IP Policy Framework IP Analysis Tools Innovation Identification And Protection Portfolio Management IP Strategy ipMetrix 52
  53. 53. Take aways.. ● IP is first techno-commercial ● The process may be legal ● IP is real and is here to stay ● IP is essential and not a necessary evil ● IP is value and not cost ● ● IBM, TI, Cisco, ARM, Intel, Motorola.. Innovation can be streamlined and IP can be generated through that process ipMetrix 53
  54. 54. Questions? Contact: Arun Narasani arun@ipmetrix.com ipMetrix 54

×