Dynamic Dashboard What is it?
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- Prosper Lloyd
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2 Dynamic Dashboard What is it? Platform Secure and Scalable Accessible by Firm & Client Data Public USPTO Data Data from Docketing Systems Other Supplementation
3 Creating Portfolios What we start from? Numbers Assignees Portfolio Segments SBU Functional Tags Law firm Product Strategic Extracts from Docketing What is loaded? Your data Public data Relationships Patents Portfolios Owners Firms
4 Portfolio Load Interface
5 The Main Portfolio
6 Main Portfolio Slice
7 Main Portfolio Slice Drill down
8 Main Portfolio Unpublished *This is not unpublished information Sources Docketing Template Load Weekly, Monthly, Quarterly, Annually
9 The Main Portfolio Filters Tags Below Dates Status Text Sort Tags System Firm In house
10 Drill Down by Type Publications
11 Drill Down by Law Firm Tag *Data De Identified Pub./Patent # Serial No. Title Representation 8,438,039 11/115,626 USER CUSTOMIZABLE WORKFLOW PREFERENCES FOR REMOTE PATIENT MANAGEMENT Law Firm X 8,435,185 11/380,842 METHOD AND APPARATUS FOR DETECTING ARRHYTHMIAS IN A MEDICAL DEVICE Law Firm X 8,437,837 11/536,946 METHOD AND APPARATUS FOR INDUCED T WAVE ALTERNANS ASSESSMENT Law Firm X 8,437,861 12/433,858 POSTURE STATE REDEFINITION BASED ON POSTURE DATA AND THERAPY ADJUSTMENTS Law Firm X 8,437,864 12/626,984 MEDICAL ELECTRICAL LEAD WITH EMBEDDED ELECTRODE SUB ASSEMBLY Law Firm X 8,436,251 12/499,319 RIBBON CONNECTING ELECTRICAL COMPONENTS Law Firm X 8,435,186 12/696,753 QUANTIFYING AUTONOMIC TONE WITH THORACIC IMPEDANCE Law Firm X 8,437,842 12/768,917 METHOD AND APPARATUS FOR DETECTING AND DISCRIMINATING TACHYCARDIA Law Firm X 8,437,851 12/912,449 DIAGNOSIS AND THERAPY OF BIGEMINY AND FREQUENT PREMATURE CONTRACTIONS Law Firm X 8,437,856 13/301,587 MULTI POLAR ELECTRICAL MEDICAL LEAD CONNECTOR SYSTEM Law Firm X 8,437,862 13/74,143 MAGNETIC FIELD DETECTION USING MAGNETOHYDRODYNAMIC EFFECT Law Firm X 8,437,840 13/245,632 EPISODE CLASSIFIER ALGORITHM Law Firm X
12 The Main Portfolio Detail
13 Drill Down to Patent Level Detail
14 Drill Down Abstract/Dwg/Claim
15 Drill Down Family
16 Drill Down Patent Cites
17 Drill Down Relevance
18 Drill Down to Pair
19 High Level Analytics Stats Classes Top Owners
20 Drill Down Top Owners
21 Drill Down Class to Subclass
22 High Level Analytics Top Cites
23 High Level Analytics Top Inventors
24 High Level Analytics Top Inventors
25 High Level Citation Backward Citation Your Patent s Prior Art Trends related to Priority Who did you cite Target for licensing Competitors Acquisition Forward Citation Who is in your market Other Owners Who cited you Target for licensing Competitors Acquisition Self citation Self citation
26 Backward Citation Graphically
27 Backward Citation By the Numbers Large self-citation metric Chiefly citing to other competing companies
28 Forward Citation Graphically
29 Forward Citation By the Numbers Large self-citation metric Chiefly citing to other competing companies
30 Prosecution Metrics High Level
31 Prosecution Office Actions
32 Drilldown Prosecution Office Actions
33 6+ OA Applications
34 Prosecution Metrics RCE
35 Prosecution Metrics Interviews
36 Office Actions/Interviews
37 Prosecution Metrics Successful Responses
38 Prosecution Metrics Restriction Requirements
39 Upcoming Metric Pipeline AIA details Timing Disclosure to Assignment Assignment to Filing Total Time Financial Calculators Efficiency Metrics Patent Examiner Art Unit Law Firm
40 Portfolio Composition Trends
41 Portfolio Trends Total Filing
42 Portfolio Trends Filing Types
43 Portfolio Trends Pending Matter Age
44 Portfolio Trends Granted Matter Age
45 Portfolio Global Distribution *Mocked up Information
46 Year to Date Metrics *Mocked up Information
47 Comparisons Other Patent Owners
48 Comparisons By Classifications
49 Dashboard Watches PAIR updates Inventors Competitors Technology areas Your high value patents Competitors high value patent
50 Watches and Updates
51 Watch Inventors
52 Watch Competitors
53 Watch Patents
54 How Much? Up to 1000 patents Under $40/month Over 1000 patents #patents + $99/month Flat rates are availalbe
55 Conclusion Secure, enterprise analytics platform Provides comprehensive /concise views Finger tip access for counsel Powerful deep solution
56 Schwegman Analytics Offerings Dynamic Dashboards/ Portfolio Monitoring Marketplace, Product, & Competition Studies Claimbot Portfolio Mapping / Landscapes Portfolio Level Productivity & Efficiency Studies Custom Reports
57 How can I get Dashboard? Contact Mark Stignani [email protected] Phone: (612)
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