Patent Portfolio Management

About this Webinar

Patents have evolved as a major element of influence in economics. Even though the balance of their macro-economic advantages and disadvantages still is under discussion today, on the micro-economic level enterprises are optimising the effects of intellectual property rights (IPRs) and specifically patents for their own benefit. Portfolios are instruments for analyzing and visualizing strategic positioning and lines of attack. The diversity of portfolio techniques is immense, although every technique has its blind spot as a result of the choice of axis dimensions. The webinar introduces which impact patents and patent portfolios have on the company success and how the pro-active management of these can be conducted.

Webinar Leader

Dr. Martin Bader Managing Partner BGW Management Advisory Group Switzerland

Dr. oec. Martin A. Bader is Managing Partner of the innovation and intellectual property management advisory group BGW AG which is a spin-off from the Institute of Technology Management at the University of St.Gallen, Switzerland. He is a European and Swiss Patent Attorney and holds a Master’s degree in Electrical Engineering. Previously, he was Vice President and Chief Intellectual Property Counsel at Infineon Technologies, a leading high-tech semiconductor company worldwide that was carved-out from Siemens. Dr. Martin Bader is Substitutive Council Representative of the Institute of Professional Representatives before the European Patent Office (epi) for Switzerland and a member of the Licensing Executives Society (LES). He has been key speaker in numerous expert groups and conferences on innovation and intellectual property management and has published two books and several articles so far.

Session Outline

1. From portfolios of products/technologies and company competences, through to patent strategy
   
   
2. Introduction to the technology portfolio management methodology of St.Gallen, highlighting the two portfolio dimensions of:
   
   - external market relevance, and
   - internal competences,
   - as a basis for technology and competence management
   
   
3. Introduction to the patent portfolio management process of St.Gallen, consisting of the 5 core strategies:
   
   - "1. Explore"
   - "2. Generate"
   - "3. Protect"
   - "4. Optimize"
   - "5. Decline"
   
   and how to optimise patent management with regard to the technology/product lifecycle, based on the two portfolio dimensions of: external market relevance and internal competences
   
   
4. Illustration of each of the 5 core segments of the patent portfolio management methodology of St.Gallen (Explore / Generate / Protect / Optimize / Decline) by various mini-case examples.
   
   
5. Explanation of the three core activity levels for patent portfolio management within the St.Gallen methodology, i.e.
   
   - securing freedom of action
   - blocking competitors,
   - licensing
   
   
6. Conclusions / lessons learned
   
   
7. Critical success factors
   

Key Insights

In this session Martin will:

• Introduction to the product/technology and competence portfolio methodology of St.Gallen
• Introduction of and working with the 5 segments St.Gallen patent portfolio management methodology
• Presentation of various case examples with respect to each of the phases of the St.Gallen patent portfolio management methodology to ilustrate practical implementation

And by attending you will learn how to:

• Manage patents with regards to your technology and competence portfolio
• Synchronise your patent related activities to your product/technology life cycle
• When to focus on what strategic patent activities (securing action of freedom; blocking competitors; licensing)
  

Who should attend?

VP’s, directors and managers of: Product Development, Service and Customer Innovation, Corporate Growth, Finance, Innovation, Marketing, New Business Development, IP and R&D, who want to optimise their use of IP and strategy to protect innovation.

Technical Requirements

An Internet connection with a browser is required for the visual presentation. For the audio component, a separate phone line is required (toll-free numbers are made available for most countries).

You will receive dialing and WebEx instructions via email prior to the Online Seminar taking place.