This documents details out the process and stages including the aspects that are essential for setting up and IP framework for an organization

1. IP First Approach
Evolving IP Framework for the organization
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2. Making of an IP 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,
Governance STAKEHOLDERS
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 an IP 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 ENABLE TRACK
• 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