Workflow IP & R&D

The Challenge

You want to get your R&D colleagues easily involved into the patent work. They should be able to start working immediately without any workshops upfront. They should quickly assess patent information in an intuitive and easy to use interface.  

The Solution

infoPatent Assessment – with the infoPatent Assessment module are enabled to do patent work in a clearly structured assessment process which is fully transparent at all stages. You are able to quickly distribute to do´s and responsibilities and get a fast feedback on patent information from your developers. During the process users benefit from automated alerts, reminders and reports as well as an intelligence in the system (e.g. automated legal status surveillance, sorting of hit list by shortest opposition period). 


The infoPatent Assessment

A clearly structured multi-stage assessment process is implemented in the infoPatent assessment. Incoming patents are presented to developers and patent managers in well-structured to-do lists. Using simplified handling procedures, they can add comments and assessment remarks, and finally initiate actions, if needed.

The assessment process is designed to be efficient, transparent, and traceable at any time. Developers with their technical expertise are optimally integrated in the assessment process, while at the same time keeping their required workload to a minimum. No special patent knowledge is needed for the developers; all relevant patent information is extracted for them in a concentrated way, so they have all the important and relevant information at a glance.  

Assessment Workflow

The assessment process can flexibly and individually be set up to mirror the existing workflow of your company; tasks and respective responsibilities can clearly be assigned to users or defined user-groups.

For the initial assessment of patents, assessment profiles are assigned to developers according their technical expertise. Here the developers have simply to mark one of three selection options: 1) “not relevant”, 2) “interesting”, 3) “affects business”. Depending on this choice, different process steps follow subsequently.

The option “affects business” starts the further assessment workflow. The patents with this predicate are presented to the patent managers for their rejecting or acknowledging the initial assessment (second opinion). To advance the assessment workflow, the respective patent family is assigned to a different workflow list by simply setting a mark in the assessment section, and possibly adding an explanatory remark. For instance, relevant patents might be assigned to a “Monitoring List”, awaiting grant publications in this family. Or patents from the “Alarm List” might be assigned to the “Opposition List”, initiating further actions with respect to this patent (e.g. opposition, licensing, work-around). Patents on the “Monitoring List” are continuously being monitored by the application, and they are automatically advanced to the “Alarm List” as soon as a respective grant is published.

Patents are moved to the “Opposition List” by setting a mark at “Start opposition” and adding the respective patent number from a drop-down menu. Appropriate actions according to the company policy can now be initiated with respect to the flagged patent. The patent family of the “opposed-to” patent however remains on the origination list, e.g. “AlarmList” for further monitoring and processing.  

Choose infoPatent and establish a fast and easy and clearly structured workflow between IP & R&D in your company!