Top 5 Tips to Improve Your Patent Management Process

If you are part of an IP department in a mid-to-largereviews by the patent committee on international
size organization, you are probably facing the samefiling decisions and annuity payments for collective
issues as others: More filings with limited budgets, anddecision making.
a greater need for responsiveness to the business3) Integrate Billing and Estimates into Workflow
clients with a smaller team. In short, you and yourProcesses
team are being asked to do much more with lessYou can optimize your financial performance by
resources.integrating budgets and estimates in the workflow
Maximizing process efficiency is one of the IPprocesses. This will help you track firms and
department's biggest challenges for effective patentattorneys who have a better turnaround time over
management. Here are the the top 5 tips to optimizeother firms that routinely file extensions. This
your patent management processes:information will provide you with effective tools for
1) Self Service for Inventors and Service Providersfuture work allocation and for reorganizing the
Create a self service portal for inventors where theyworkload according to your budget constraints.
can track the status of their patent filings. This willIntegrating billing will also allow to forecast your costs
reduce the number of incoming inquiries and improvemore accurately and help you measure the overall
inventor satisfaction.spend by firms, by countries, and other metrics.
The portal can also help your outside law firms and4) Automate Manual Operations
agents collaborate with you and inventors in real-timeWhere possible, automate manual operations. If your
and enter information directly into your system. Thisteam is spending 2 days a month calculating patent
will help you reduce administrative costs related toawards, it is time to automate that function. If your
data reentry and follow-ups and improve datalaw firms are directly working with inventors for
integrity.drafting application specs, it is time to give them a
You will be able to delegate tasks with confidencesystem where they can work together in a
and transfer matters seamlessly to another firmcollaborative manner. If you are spending too much
when needed.time reentering data provided by firms or patent
2) Electronic Case Repositoryoffices, use technology integration to interface with
As a progressive legal department, you will get muchpatent offices and law firms.
better visibility into the entire patent lifecycle byIdentify all opportunities to automate manual
setting up a centralized case repository.operations and use technology tools to get them
The repository should include a complete filing history:automated.
documents, cited references, all correspondence, and5) Patent Characterization
docketing. It should also provide the most up to dateCharacterize your patent portfolios according to
information about all matters including current status,technology areas, business units, products and ratings.
filing and prosecution history, outstanding actions, andEstablish workflow processes for regular updates to
annuity information.the categorizations and use analytical tools to spot
Having a centralized repository will provide you withtrends, find anomalies, identify strengths and
the tools to selectively share relevant informationweaknesses by leveraging your IP assets data.
with all stakeholders. For example, getting formal