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Questel Leading you all along the IP lifecycle 
IP Pruning 
Michael Klein – October 2014
BUSINESS VALUE CHAIN 
IP PRIOR-ART SEARCH 
IP BUSINESS INTELLIGENCE 
IP EVALUATION 
PRODUCTIVITY TOOLS 
COVERING IP NEEDS ALL ALONG THE INNOVATION LIFECYCLE 
PRODUCT 
DEVELOPMENT 
GO-TO- 
MARKET 
ASSET 
MONETIZATION 
IP 
CHALLENGES 
SPEED R&D 
MITIGATE RISKS 
AUDIT 
MONETIZE 
TECHNOLOGY 
DEVELOPMENT
IP BUSINESS INTELLIGENCE WORKFLOW 
DEFINE 
AN AREA OF INTEREST 
CREATE AN ENVIRONMENT 
MONETIZE 
BENCHMARK 
AUDIT 
ANALYZE THE OUTCOME 
LANDSCAPE 
Prior-Art Search 
IPBI Module
Pruning 
•To maintain patents alive, associated renewal fees become expensive overtime 
•The USPTO and EPO apply the following price structures: 
3
Pruning 
•The Orbit pruning solution allows you to audit your own portfolio and track down: 
•the most valuable patents 
•those which can be abandoned 
•It helps you to make smarter, better and quicker decisions and 
•Save money 
•Allocate your resources to promising fields and areas 
5
Pruning 
COMPUTE METRICS 
SCAN PATENT 
PORTFOLIO 
MANAGE 
RANK 
PATENTS
- Elevators, Escalators and Moving Walkways - 
Portfolio Auditing 
8
Methodology 
9 
•Identification of alive Kone’s art in B66B class 
•Portfolio of 864 patents found 
•Rating of those patents based on a 12+ metric scale that portrays their appeal to the market 
B66B: ELEVATORS; ESCALATORS OR MOVING WALKWAYS
9 
Import or Search a portfolio
10 
Confirm the searched portfolio
Pruning - Overview 
12
Report overview editable criteria 
The threshold between the different categories can be adjusted based upon different criteria (family size, forward citations, citation/year etc.) 
13
Pruning – Detailed Report 
14
Pruning – Metrics 
15 
The most likely to abandon 
- The larger the family the better 
- It indicates greater investment and a wider scope for protection 
- Score ranges between 0 and 1 
- The closer to 1, the wider application across tech groups 
- The closer to 0, the more specific application 
- Score ranges between 0 and 1 - The closer to 1, the more breakthrough technology - The closer to 0, the more incremental improvement 
The presence of predators indicates a more active patent market 
- No: not a single member of the family has been litigated in the US, opposed or re-examined anywhere in the world - Yes: at least a member 
The higher the better: indicates follow up on work and confidence in the technology 
- The more citation the better 
- It indicates continued interest in the patent 
The higher the better: More independent and dependent claims tend to indicate a wider scope of protection
Align innovation with company’s strategy 
Assess your portfolio based on 12+ metrics 
Determine which patents should be investigated and eventually abandoned 
Save money and better allocate your financial resources 
Plan ahead and anticipate future outcome by pointing out the most likely patents to get rid off in a few years 
The Pruning module allows to
Q&A 
17

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ICIC 2014 New Product Introduction Questel

  • 1. Questel Leading you all along the IP lifecycle IP Pruning Michael Klein – October 2014
  • 2. BUSINESS VALUE CHAIN IP PRIOR-ART SEARCH IP BUSINESS INTELLIGENCE IP EVALUATION PRODUCTIVITY TOOLS COVERING IP NEEDS ALL ALONG THE INNOVATION LIFECYCLE PRODUCT DEVELOPMENT GO-TO- MARKET ASSET MONETIZATION IP CHALLENGES SPEED R&D MITIGATE RISKS AUDIT MONETIZE TECHNOLOGY DEVELOPMENT
  • 3. IP BUSINESS INTELLIGENCE WORKFLOW DEFINE AN AREA OF INTEREST CREATE AN ENVIRONMENT MONETIZE BENCHMARK AUDIT ANALYZE THE OUTCOME LANDSCAPE Prior-Art Search IPBI Module
  • 4. Pruning •To maintain patents alive, associated renewal fees become expensive overtime •The USPTO and EPO apply the following price structures: 3
  • 5. Pruning •The Orbit pruning solution allows you to audit your own portfolio and track down: •the most valuable patents •those which can be abandoned •It helps you to make smarter, better and quicker decisions and •Save money •Allocate your resources to promising fields and areas 5
  • 6. Pruning COMPUTE METRICS SCAN PATENT PORTFOLIO MANAGE RANK PATENTS
  • 7. - Elevators, Escalators and Moving Walkways - Portfolio Auditing 8
  • 8. Methodology 9 •Identification of alive Kone’s art in B66B class •Portfolio of 864 patents found •Rating of those patents based on a 12+ metric scale that portrays their appeal to the market B66B: ELEVATORS; ESCALATORS OR MOVING WALKWAYS
  • 9. 9 Import or Search a portfolio
  • 10. 10 Confirm the searched portfolio
  • 12. Report overview editable criteria The threshold between the different categories can be adjusted based upon different criteria (family size, forward citations, citation/year etc.) 13
  • 13. Pruning – Detailed Report 14
  • 14. Pruning – Metrics 15 The most likely to abandon - The larger the family the better - It indicates greater investment and a wider scope for protection - Score ranges between 0 and 1 - The closer to 1, the wider application across tech groups - The closer to 0, the more specific application - Score ranges between 0 and 1 - The closer to 1, the more breakthrough technology - The closer to 0, the more incremental improvement The presence of predators indicates a more active patent market - No: not a single member of the family has been litigated in the US, opposed or re-examined anywhere in the world - Yes: at least a member The higher the better: indicates follow up on work and confidence in the technology - The more citation the better - It indicates continued interest in the patent The higher the better: More independent and dependent claims tend to indicate a wider scope of protection
  • 15. Align innovation with company’s strategy Assess your portfolio based on 12+ metrics Determine which patents should be investigated and eventually abandoned Save money and better allocate your financial resources Plan ahead and anticipate future outcome by pointing out the most likely patents to get rid off in a few years The Pruning module allows to