INTRODUCING MEMOTECH. Memotech is designed for companies that have intellectual assets at the heart of their commercial, tactical and strategic DNA.

Transcription

1 MEMOTECH

2 INTRODUCING MEMOTECH Memotech is designed for companies that have intellectual assets at the heart of their commercial, tactical and strategic DNA. It serves to securely manage complex intellectual property processes for a wide spectrum of stakeholders, across the activities of idea collection, IP development, PTO prosecution, commercial licensing and IP renewals. Memotech not only manages ideas, patents, trademarks, designs, agreements and domain name portfolios, it also keeps track of costs and awards associated with the lifecycle of an IP portfolio. IP SUPPORT BUSINESS COMMITTEE INVENTOR With its configurable workflow and fully integrated web-based management system, Memotech enables organisations to build a collaborative network of idea generators, business decision makers and IP professionals whether internal or external. It drives activities according to an organisation s approach and in accord with regional laws, to maximise productivity whilst minimising effort, cost and risk. It provides business stakeholders full transparency on spend, activities, ideas, value and risks, for informed decision making throughout the portfolio lifecycle. Memotech enables simple and secure management of complex intellectual property processes across a wide spectrum of stakeholders. Evaluate Review Submission INTERNAL ATTORNEY COMMERCIAL TEAM Deal Structure Evaluate Negotiate IP COMMITTEE EXTERNAL AGENCY Review Renewal Ideas & Licensing Program Asset Pipeline Third-Party Tracking & Licensing Activity Diagnostics IP Costs & Revenue SCANIA FILES MORE THAN 250 PATENTS ANNUALLY. IN ORDER TO BE MORE EFFECTIVE, WE NEEDED A PAPERLESS SYSTEM THAT COULD MANAGE THE ENTIRE IP LIFECYCLE, FROM SUBMITTING AN INVENTION TO FILING AN APPLICATION. WE ALSO NEEDED A WEB-BASED SOLUTION THAT COULD BE ACCESSED BY EVERYONE IN THE ORGANISATION. MEMOTECH WAS CHOSEN FOR THESE KEY ELEMENTS. JONAS LINDQVIST, PATENT INFORMATION CO-ORDINATOR, SCANIA File Strategise EXTERNAL ATTORNEY IP MANAGER INTERNAL ATTORNEY EXTERNAL ADMIN Escalation Draft Docket PTO IP MANAGER

3 MEMOTECH MARKET LEADERSHIP An IP management software leader for nearly 30 years, Memotech manages, protects and nurtures the IP portfolios of many of the world s best-known brands. ENGINEERING PHARMACEUTICAL & MEDICAL TECHNOLOGY SERVICES TRUSTED BY OVER 25% OF THE WORLD S TOP 250 FILERS OVER 160 CORPORATE USERS IN TOTAL It is the market leader in terms of the number of top 250 corporate filers that use it, and in the global share of IP it manages. HELLE STORM AUFELDT, SENIOR PATENT ADMINISTRATOR, H. LUNDBECK A/S MEMOTECH CASES Companies select Memotech because it offers an intuitive and secure experience in managing an extensive IP ecosystem. It s a system delivered by an organisation that understands and focuses on IP. I FIND ITS NEW FLEXIBILITY PARTICULARLY USEFUL IN MY ROLE BECAUSE IT ALLOWS ME TO CONFIGURE THE USER INTERFACE TO BE EXACTLY IN LINE WITH OUR IP MANAGEMENT NEEDS. ANOTHER KEY BENEFIT THAT MEMOTECH 6 PROVIDES IS INCREASED SPEED, WHICH IS OF GREAT IMPORTANCE IN A BUSY, HIGH-PERFORMANCE IP ENVIRONMENT. FMCG PROTECTS MORE INTELLECTUAL PROPERTY THAN ANY OTHER CORPORATE PRODUCT Protects 1.4 million 19% of all 7.3 million patents Protects 2.3 million 25% of 9.2 million trademarks Diagram for illustration purposes

4 USING MEMOTECH MEMOTECH DELIVERS A COMPREHENSIVE SET OF BENEFITS BUILD A STRATEGIC IP PORTFOLIO A committee with multiple business stakeholders can assess, score and allocate filing and investment strategies with regard to submitted ideas and IP. They can request prior art research and internal reviews and define a reward structure to incentivise idea submission from creators and inventors. ENHANCE COLLABORATION Both internal and external users can access the system remotely to administer work, view status, execute tasks or run reports. Remote users can collaborate with others just as easily and securely as if they were all in the same office. SIGNIFICANTLY INCREASE IP PRODUCTIVITY Time-consuming administrative tasks are automated so you can focus on higher-value work. Powerful law-based data and workflows are employed for docketing, renewals, PTO filing, form generation, IP-family generation, multi-case management, PTO correspondence download and much more. STORE AND MANAGE IP MATERIAL CREATION Manage the development of IP materials and documents by workflowing document activity using tri/bifold formats familiar to IP professionals. Also go paper-lite, saving storage, courier and latency costs. WORK AROUND YOUR APPROACH TO IP Workflow, access and screens can be fully configured to suit your approach to IP management and make user interactivity intuitive and role based. TRACK PROGRESS & VALUE OF COMMERCIAL CONTRACTS Commercial licensing agreements and related royalty rates everything from NDA and procurement to licensing and indemnity can be requested, approved, tracked and reported on, enabling a centralised repository of all your IP agreements and the revenue they provide. TRACK CONFLICTS & COMPETITION Competitor IP activity can be tracked and conflicts managed, facilitating freedom to operate, product landscaping, white space surveillance and litigation management. BE 100% CONFIDENT WITH RENEWALS Schedule trademark and patent renewals from within Memotech. It offers full transparency on status, cost and conflicts. CPA Global s renewal service will also perform automated and extensive PTO data verification to detect data quality issues. KEEP TRACK OF COSTS Memotech captures and reports on worktime, renewal and third party costs to provide a consolidated view of costs for analysis, forecasting and budgeting. Its capabilities help predict lifecycle costs, for more accurate budget planning. MINIMISE RISK FROM DATA ENTRY Risk from data entry errors is minimised through using trusted law data, contextual checking, selfpopulating records, event generation and PTO data comparison. BENEFIT FROM A COMPREHENSIVE ONE-STOP IDEA-MANAGEMENT SOLUTION No other IP management solution represents such a full-spectrum and trusted set of capabilities from a single provider with an IP DNA.

5 MEMOTECH FUNCTIONALITY TOTAL CONTROL OF YOUR IP LIFECYCLE Memotech delivers comprehensive functionality to manage all aspects of the IP lifecycle from idea submission to commercial management. It covers all types of intellectual assets, including patents, trademarks, designs, domains and commercial contracts. MEMOTECH MANAGES ALL ASPECTS OF THE IP LIFECYCLE CROSS-LIFECYCLE MANAGEMENT Reports & Dashboards Cost, Document & Activity Tracking Work Time Management Cost Forecast Security & Audit IDEA SUBMISSION IP CREATION PROSECUTION ENFORCEMENT INVEST FILE GRANT MANAGE PORTFOLIO MANAGEMENT IDEA SUBMISSION Submission Validation Submission Allocation Submission Decision Tracking REVIEW COMMITTEE Asset Agenda Creation Evaluation Criteria Pre-Meeting Decisions Submission Scoring Meeting Management Decision Recording Award Allocation Remuneration IP FAMILY GENERATION International & National Filings Third-Party Filings Filing Strategy Divisional Management TRI-FOLD DOCUMENT MANAGEMENT Document Workflow & Tracking Attorney Allocation Centralised Background Material Centralised Correspondence Scanned Document Search (using First To File DMS) PRIOR-ART & USE RESEARCH IDS Generation Observations Related Cases IP APPLICATION Forms Generation Electronic Filing Prosecution Docketing Law Data Reminders Conflict Management Correspondence Download (USPTO & EPO) LICENSING AND CONTRACTS Contracts Management Term Management Royalties Management Renewals Management Contract Templates Invoicing LITIGATION SUPPORT Conflict Management GENERAL MATTERS Right to Use Copyrights Designs RENEWALS Renewals Management Invoice Exchange Deposit Account Management PTO DATA VERIFICATION IP Recordals Management Bulk IP Upload PORTFOLIO OPTIMISATION Product Revenue Review Mergers & Acquisitions Support Budget Forecasting

6 MANAGEMENT REPORTING & CONTROL INFORMED DECISION MAKING Memotech provides extensive management tools such as definable dashboards, reports and alerts, so that different stakeholders have full real-time transparency on activities, costs and pipeline for effective risk mitigation, spend management and informed decision making. KEY REPORTING FEATURES: Cross measure any information, such as activities, submissions, applications, work time, costs, third parties, contracts and revenues Define report structures and dashboard charts per user Share reports and dashboards across users Access via mobile and tablet devices Report based on real-time data Pre-defined reports and dashboards for quick start and best practices

7 LAW BASED CASE MANAGEMENT ACCELERATE PRODUCTIVITY AND LOWER RISK At the core of Memotech is a dedicated IP case management engine for patents, trademarks, designs, domain names, copyright and contracts that is supported by a dedicated rules engine. Memotech s law engine is updated by 25 CPA Global attorneys and a network of agents. KEY CASE MANAGEMENT FEATURES: Create families using filing strategies Automatically allocate agents and key parties Prosecute applications with automatically from within Memotech automatic event generation Securely request IP renewal or abandonment Generate forms from definable templates Archive cases for later retrieval Retrospectively recalculate on law changes Evaluate diagrams and logos visually Customise law and business rules Automatically set reminders Define new IP assets and rules Relate IP by divisions, categories View families and related IP in and products simple tree structures And much more... Perform mass record updates KEY IP TYPE TRADEMARKS DEDICATED CASE MANAGEMENT CAPABILITIES Multiple and single goods and services classifications filing. Trademark opposition and application control. International registrations including Madrid Agreement and Protocol. PATENTS National, PCT-, EPO- and USPTO-specific prosecution procedures including IDS, prior art, divisional, SPC and designated country control. German inventor remuneration. Chemical compounds. DESIGNS Multiple filing procedures, including Community Design and International Registration of International Designs under the Hague Agreement. DOMAIN NAMES URL and IT technical data capture CONTRACTS Contract generation. Licensing, royalty rates and revenue. Terms and renewals control. Signature and approval management.

8 DYNAMIC FLEXIBLE WORKFLOW THE MEMOTECH IP MANAGEMENT SOFTWARE WAS CONFIGURED TO COMPLY WITH CANON S GOALS AND BUSINESS PROCESSES. WE HAVE UTILISED IT TO STREAMLINE OUR PROCESSES, AND USE IT EXTENSIVELY ON A DAILY BASIS TO MANAGE OUR IP PORTFOLIO. CHRISTINE UFFINDELL, PATENT ATTORNEY, CANON EUROPE SIMPLIFY IP FOR ALL STAKEHOLDERS Memotech allows you to allocate specific tasks to specific stakeholders. Tasks can be administrative, such as prosecution docketing, idea scoring or approval. They can also address such areas as application drafting, form completion or office responses. Swiftly link to cases via tasks, recent history and search. Workflow can be configured to steer an unlimited set of organisational processes. DOCUMENTS EVENTS DASHBOARDS KEY FEATURES: CLICK Preconfigured for IP, idea submission and commercial best practices OUTSIDE ATTORNEY PAT US Office Action: Draft Response Document Tri-Fold Due: 1/8/2014 UPDATE Reconfigure without dependency on software updates or extensive projects IP MANAGER TM-1021-DE Renewal Alert: 2 Days. Due: 4/7/2014 Alert and remind users automatically through s, home screens and calendar integration IN-HOUSE PARALEGAL PAT-0123-PCT Draft Complete: File Due: 3/7/2014 User access security can be controlled down to a field, event and action level Full audit trail COMMERCIAL DIRECTOR TPP-1003 Competitor Citation: Review Due: 8/7/2014 SCHEDULE WORKFLOW Multi-language support switchable at the user level Definable screens layout and actions per user role Wizards to intuitively guide users through complex activities Every user is alerted and reminded of tasks due by them, with task escalation via , dashboard and calendar events. EXTERNAL IP RESEARCH RENEWAL AGENT PRJ-0832 Idea: Chemical Compound Landscape Report Due: 24hrs PAT-0123-PCT Renew Due: 3/7/2014 Configurable workflow system with built-in law engine drives new tasks based on user and law based actions.

9 INTEGRATED PLATFORM BUILD EXCELLENT PARTNERSHIPS Memotech brings together all parties that support your IP management process. It also integrates with external systems to minimise data entry and reduce the risk of data errors. MEMOTECH CONNECTS YOUR BUSINESS ECOSYSTEM Agents and External IP Partners PTOs ERP/HR Systems Data Warehouse Integration KEY CAPABILITIES INCLUDE: Enable external attorneys and parties to be allocated tasks as part of workflow and access Memotech securely MEMOTECH Research Actions Development Actions Advice Actions (Remote Access) Legal Actions Office Actions (Remote Access) E-Filing USPTO Pair EPO Espacenet Data Exchange Manage document creation in a transactional format (using First To File Document Management System (DMS)) IDEA SUBMISSION IP CREATION PROSECUTION ENFORCEMENT PORTFOLIO MANAGEMENT Download notices directly from USPTO and EPO, saving document scanning and data entry; generate forms and responses for PTO Renew IP through a renewals interface with automated renewals costs and status updates Lifecycle Decision Support System, IP and Administrative Support Lifecycle Decision Support Renewals Data Verification Verify cases against official PTO data to detect filing and data errors Exchange costs and invoices with ERP systems to enable each system to provide a consolidated financial view Paralegal Support, Docketing, IDS Management, Proofreading, Agent Cost Management Renewal Service Integrate on-demand IP and legal support services to support new initiatives and exceptional circumstances swiftly Patentability Search, State of Art Search and Landscape Search, Competitive Intelligence Trademark Watch, Infringement Analysis, Invalidity Search, Evidence of Use, Contract Development, Negotiation Playbook Service-oriented architecture (SOA) enables integration with Human Resources (HR), DMS and other enterprise systems

10 ADOPTING MEMOTECH SELECT SELECT CLOUD OR ON-PREMISES SOLUTION MEMOTECH CLOUD Provides instant access, with full functionality, configuration flexibility and robust security. Hosted from European or North American facilities, with full compliance for Data Protection Regulation and Export Controls. Fully managed service, with backups, disaster recovery and automatic software and law upgrades. MEMOTECH ON-PREMISES Installation in your data centre with best practice configuration that can be tuned to your needs. MEMOTECH IS MODULAR SELECT ONLY THE OPTIONS YOU NEED FOR THE CASES YOU MANAGE. IMPLEMENT GUIDE IMPLEMENT MEMOTECH GUIDE YOUR MEMOTECH INVESTMENT Most Memotech adopters have existing data in legacy systems. CPA Global has a wealth of experience in migrating data from systems into Memotech, cleaning and verifying it along the way. A software advisory council, driven by Memotech users, meets regularly to review and guide Memotech features. An Implementation Planning Study enables a full evaluation of existing and new business needs, to drive the implementation of Memotech. English, French and German are supported as standard languages. Other languages can be configured on request. OUR IMPLEMENTATION CONSULTANTS HAVE UNPARALLELED LEVELS OF COMBINED IP, DATA MIGRATION AND IMPLEMENTATION EXPERIENCE OVER MANY YEARS. MEMOTECH USERS PLAY A VITAL AND VALUABLE ROLE IN GUIDING THE INVESTMENT IN MEMOTECH. WE LOOK FORWARD TO YOU JOINING!

11 The industry leader in IP management software CPA Global is the world leader in IP management software. More than 25,000 IP professionals and 1,100 companies and law firms rely on CPA Global software to manage their valuable IP rights, including patents, designs, trademarks, contracts and domain names. With offices across Europe, the United States and Asia Pacific, CPA Global supports many of the world s best-known corporations and law firms with a range of IP management and broader legal services, helping them to manage risk, cost and capacity and realise greater value for their business and IP assets. For more information about Memotech, please contact your CPA Global representative or visit The CPA Global group of companies (CPA Global) is not a law firm. None of CPA Global s officers or employees is authorised to practise law or provide legal advice to any of CPA Global s clients. Accordingly, no attorney-client relationship can be created through the performance of any services by CPA Global. CPA Global Intellectual Property support services or legal support services are generally provided to lawyers, whether in private practice or working in-house. Any client who requires legal advice should consult a practising lawyer in the relevant jurisdiction(s).

12 CPA Global is a registered trademark. CPA Global 2014.