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Setting up an IP Framework for an organization
- 1. IP First Approach EvolvingIP Framework for the organization linkedin.com/rsubodharsubodha@gmail.com
- 2. Making of anIP rich organizationPatents,Trademarks, Copyrights,OpenSourceBoard Define and Drive a strategy for a higher IP realization IP charters help realize the goals Create a culture within to set IP based thinking first Open innovation frameworks & seamless collaboration accelerate IP growth 10 Patent filings Open source review board setup 14 IP protected solutions 35 Trademark and copyright filings 1 IP RICH ORGANIZATION EVOLVING A FRAMEWORK IP CHARTER DRIVE THE ORG REVIEW BOARD CASE STUDIESLimited Circulation
- 3. Evolving a FrameworkStakeholders,IPPortfolio, GovernanceSTAKEHOLDERS IP PORTFOLIO GOVERNANCE • Jurisdiction - Being mindful about the laws in the operating geographies • Verbiage - about clauses, clarity, leave no room for confusions • Contracts & Agreements - For Sign up, During the tenure, Exit • Liability/Indemnification - Customer contracts towards monetization/ Valuation • Partners • Customers • Industry • Employees • Patents • Trademarks & Copyrights • Code/Platforms/Framework • “If you have an invention, Patent it !!! first” • Leave nothing - Encompassing solution names, art works, tag lines including non solution (tech) artifacts • Ensure your code is protected and more importantly stay clear from liabilities and credits while dealing with open source • IP Discovery, Tracking & Harvesting • Patent Lawsuits • Legal Response & Defense • OSRB & Compliance • Publishing IP pipeline to tracking from pre-IDF to Granted • Open Innovation platforms gives the best chance for early stage IP discovery • Strategize reposes to legal/lawsuits over just responding • Setup a body/board that tracks for compliance and code hijacking IP RICH ORGANIZATION EVOLVING A FRAMEWORK IP CHARTER DRIVE THE ORG REVIEW BOARD CASE STUDIESLimited Circulation
- 4. Setting up anIP CharterCulture,Charters,ReviewBoard, Strategy • IP creation should be in integral part of core organization strategy • Create culture within organization that seamlessly encourages IP filing • Define the IP portfolio that is achievable & realistic that can be measured and tracked • Define clear stages of IP filling and setup appropriate gates of review • Setting up OSRB helps adherence to open standards and reduces the liability risks • Involve your IP partner on a continuous basis to solidify the claims and IP harvesting • IP protection of Non solution artifacts including marketing materials, contracts, NDAs, etc., IP RICH ORGANIZATION EVOLVING A FRAMEWORK IP CHARTER DRIVE THE ORG REVIEW BOARD CASE STUDIESLimited Circulation
- 5. IGNITE INVOLVE ENABLETRACK • Create IP awareness with employees • Publish templates and formats for employees to share the IP information • Leverage collaboration tools for seamless communications • Setup frequent interactions with your IP partners • IP Harvesting • Involve the review board and investor to structure the claims and generate higher IP value • Provide necessary avenues for early IP protection that will not stall the progress of the solution • Setup & enable Open innovation culture for mass adoption for driving IP culture within the organization • Tracking the progress of IP filing from pre-IDF stage to Granting is essential • Reporting within the organization including marketing and branding of high value IPs or even frequent updates • Know your filing status and ensure that each filing is addressing the operating region Carry along the organization IP RICH ORGANIZATION EVOLVING A FRAMEWORK IP CHARTER DRIVE THE ORG REVIEW BOARD CASE STUDIESLimited Circulation
- 6. Review board setup& reportingOSRB,IPprotection,Drive higherROI • Setting up review boards helps adherence to open standards and reduces the liability during lawsuits • Review boards MUST establish • Open source software usage (where applicable) • Setup gates for review of inventions • Provide a general guidance on overall IP strategy for the organization • Provide strategic outlook as well as protect inventions from law suits and IP infringements • Reporting of inventions and tracking • Provide strategic guidance and move the organization towards IP based solution development and hence demonstrate the ROI on investments made IP RICH ORGANIZATION EVOLVING A FRAMEWORK IP CHARTER DRIVE THE ORG REVIEW BOARD CASE STUDIESLimited Circulation
- 7. Case StudiesLegalDefense,IPGeneration, IPProtection #1- Legal Defense #2 - IP Generation #3 - IP Protection Challenge • Potential IP infringement • Multiple claims • Confusing responses leading to more spend • Risk of losing the Patent Response Strategy • Strategize the response rather than having to respond to each objection • Provide a very holistic and objective and data driven response • Larger claims broken into more manageable and individual claims • File dedicated applications for the operating region to safe guard invention Challenge • No IP for 2 years !!! • Clueless on way forward • No organization strategy Outcomes • Setting up an IP Cell with a vision to make the company IP rich • Closely working with IP partners and setting up IP charters and goals • 0-50 IP protected artifacts in less than 6 months • Laid out a framework and strategy IP filing • Investment decisions are made based on IP valuation Challenge • Heavy usage of open source software & tools • Industry leading frameworks being developed • Customer journey had started Strategy • Leverage IP cell (Board) to set standards on tools, code movement, credits to open source and contributions • Usage of copyright code, tighter gating process • IP harvesting and protect the inventions early in the cycle • Renewed customer contracts IP RICH ORGANIZATION EVOLVING A FRAMEWORK IP CHARTER DRIVE THE ORG REVIEW BOARD CASE STUDIESLimited Circulation