Dr. Victor ZhitomirskyPatAnalyse LtdNew frontiersin the strategic useof patent information
SummaryPatAnalyse 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 itTo 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     
Our core strengthWe transform the patent search process from ‘black magic’ into a logical and fully traceable self-learning iteration processWe 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 expertsIt 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 competitorsOur clients are usually shocked when they learn the limitations of the conventional patent search strategies used by their advisors or internal teams
Improved efficiencyPatAnalyse has developed innovative methodsusing modern ‘Software as a Service’ technologiesOur 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 clientsSpecial emphasis is also given to:correcting and enhancing raw bibliographic recordsefficiency of task distribution
organising collaboration between experts
assisting our clients with mining patent data in the post-project phaseWhat is PatAnalyse?Integrated technology consultancy specialising inhigh quality patent searching and strategic analysisThe 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 companiesOur 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’
“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 & SquireConsulting services
SummaryPremium 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 patentsFreedom to operate (FTO) analysis Due-diligence studies before in-licensing or acquisition Strategic portfolio alignment
Our analysis is provided in combination with the understanding of the business issues facing the client organisationIP ‘intelligence’ services
Our flagship offering helps to close the feedback loopbetween Business Strategy and IP ManagementCompetitor intelligence and technology scoutingdetailed analysis of each top company and each technology clusteridentified novel solutions, white spaces and potential partnerssystematic approach to Open Innovation technology scouting there is a chance that competitors are doing it already!Our findings contribute to technology forecasting and management
Patent mapping benefitsA Patent Mapping study is a ‘deep dive’ into the Invisibleweb - to the information derived from patent databasesWhat technologies are already deployed and what is emerging?What are the benefits that these emerging technologies bring?Their ownership positionWhether 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 competitorsInform the strategic decision makers in the client organisationAlign research budgets according to the gained intelligence
Case study: Advanced Energy Storage TechnologiesThe de-duplication algorithm aggregated about 12,000simple patent families from about 40,000 national patentsThe iterative search was build up using a combination of110 assignees 1,200 inventors 2,600 patent codes (including  IPC, ECLA, ICO, US, and Derwent) 1,250 keywordsAll forward and backward citations were added to the portfolioOnly 3% of patent families were left unassigned in the raw patent records more than 40% of US patents were left unassignedthe latest assignee information was taken from INPADOC legal file; this information is available for 90% of US patents
Advanced Energy Storage TechnologiesTop 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.This legend shows the non-linear colourscale used to convert the numbers ineach cell to a specific colourDarker colours indicatehigher levels of activityA 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 categoryUnified assignee informationfor each patent familyappears on each column
Strategic Review for UK Government, 2006
Litigation SupportWe 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
Case Study: Saving our Client from Disastrous LawsuitClient saved several millions of Euros which would havehad to be spent on a complete product redesignCompany 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

PatAnalyse presentation

  • 1.
    Dr. Victor ZhitomirskyPatAnalyseLtdNew frontiersin the strategic useof patent information
  • 2.
    SummaryPatAnalyse is inthe 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 itTo 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.
    Our core strengthWetransform the patent search process from ‘black magic’ into a logical and fully traceable self-learning iteration processWe 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 expertsIt 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 competitorsOur clients are usually shocked when they learn the limitations of the conventional patent search strategies used by their advisors or internal teams
  • 4.
    Improved efficiencyPatAnalyse hasdeveloped innovative methodsusing modern ‘Software as a Service’ technologiesOur 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 clientsSpecial emphasis is also given to:correcting and enhancing raw bibliographic recordsefficiency of task distribution
  • 5.
  • 6.
    assisting our clientswith mining patent data in the post-project phaseWhat is PatAnalyse?Integrated technology consultancy specialising inhigh quality patent searching and strategic analysisThe 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 companiesOur 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’
  • 7.
    “Many of theanswers 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 & SquireConsulting services
  • 8.
    SummaryPremium services whichare critically dependenton the completeness of the patent searching results 'Patent landscape' studies of international R&D trends, used for:competitor intelligence
  • 9.
  • 10.
  • 11.
  • 12.
    technology forecasting, technologyroad mapping Litigation support for nullifying claims of asserted patentsFreedom to operate (FTO) analysis Due-diligence studies before in-licensing or acquisition Strategic portfolio alignment
  • 13.
    Our analysis isprovided in combination with the understanding of the business issues facing the client organisationIP ‘intelligence’ services
  • 14.
    Our flagship offeringhelps to close the feedback loopbetween Business Strategy and IP ManagementCompetitor intelligence and technology scoutingdetailed analysis of each top company and each technology clusteridentified novel solutions, white spaces and potential partnerssystematic approach to Open Innovation technology scouting there is a chance that competitors are doing it already!Our findings contribute to technology forecasting and management
  • 15.
    Patent mapping benefitsAPatent Mapping study is a ‘deep dive’ into the Invisibleweb - to the information derived from patent databasesWhat technologies are already deployed and what is emerging?What are the benefits that these emerging technologies bring?Their ownership positionWhether 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 competitorsInform the strategic decision makers in the client organisationAlign research budgets according to the gained intelligence
  • 16.
    Case study: AdvancedEnergy Storage TechnologiesThe de-duplication algorithm aggregated about 12,000simple patent families from about 40,000 national patentsThe iterative search was build up using a combination of110 assignees 1,200 inventors 2,600 patent codes (including IPC, ECLA, ICO, US, and Derwent) 1,250 keywordsAll forward and backward citations were added to the portfolioOnly 3% of patent families were left unassigned in the raw patent records more than 40% of US patents were left unassignedthe latest assignee information was taken from INPADOC legal file; this information is available for 90% of US patents
  • 17.
    Advanced Energy StorageTechnologiesTop 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.This legend shows the non-linear colourscale used to convert the numbers ineach cell to a specific colourDarker colours indicatehigher levels of activityA 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 categoryUnified assignee informationfor each patent familyappears on each column
  • 18.
    Strategic Review forUK Government, 2006
  • 19.
    Litigation SupportWe arefrequently 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
  • 20.
    Case Study: Savingour Client from Disastrous LawsuitClient saved several millions of Euros which would havehad to be spent on a complete product redesignCompany X received a notice of infringement letter
  • 21.
    Initial attempts to obtain an invalidity or non-infringement opinion failed
  • 22.
    The launch of new products in the quickly growing market became at threat
  • 23.
    PatAnalyse approached the search as an iterative self-learning process
  • 24.
    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
  • 25.
    Overall 8,000 patent were screened, and 80 most relevant patents identified