THOMSON REUTERS WEBINAR

Transcription

1 THOMSON REUTERS WEBINAR TRADEMARK WATCH AND IP ASSET MANAGEMENT SERVICES NOVEMBER 2011 THOMSON REUTERS IP SOLUTIONS

2 YOUR HOST Rob Davey Senior Account Manager Thomson CompuMark +44 (0) London, UK

3 PRESENTER Patricia Bullard Product Specialist Thomson CompuMark Beaumont, TX

4 AGENDA WATCH PRODUCTS DEMONSTRATION OF WATCH ON SERION

5 WATCH PRODUCTS Worldwide Watch For words, designs and even colors Worldwide Ownership Watch Newly published Domain Name Watch Plus many more tailored to your needs

6 TRADEMARK WATCH Safeguard your valuable brand from potential infringement

7 WATCH ON SERION DEMONSTRATION

8 PRESENTER: Patricia Bullard, Product Specialist Patricia Bullard Product Specialist Thomson CompuMark Beaumont, TX

9 PRESENTER: Charles Bailey, Sales Manager Charles Bailey Regional Sales Manager Thomson IP Management Services London UK

10 AGENDA IP RULES IP PAYMENTS THOMSON IP MANAGER 10

11 BENEFITS OF IP RULES Be confident that you are in compliance with legislative changes worldwide, using the best IP Rules available Track legislation across 400+ jurisdictions with numerous educational options Create and modify IP Rules to meet your organization s unique requirements Get the IP Rules information you need to manage your portfolio proactively 11

12 STANDARD IP RULES What are IP standard rules? 20,000 calculations of statutory time periods required to maintain your IP worldwide Updated quarterly: approximately 2,500 calculation changes per year based on law changes How do we do it best? Clearly defined calculations, easy to view from within a record Plain language description, easy to view from within a record Historical coverage to ensure proper calculation of due dates Robust data validation messages 12

13 IP RULES PROCESS Legislative Changes Identified IP Rules Committee Review Quarterly IP Rules Update (including educational newsletters, webinars) Rules Update Distribution One-Click Deployment (User-defined Rules are retained) 13

14 AGENDA IP RULES IP PAYMENTS THOMSON IP MANAGER 14

15 IP PAYMENTS: PROTECTING YOUR BUSINESS AND IP ASSETS Function: Outsource management of your patent payments and trademark renewals Patent Offices Agents Benefit: Ensure the long-term value of your IP assets IP Owners IP Payments TM Offices Law Firms 15

16 NEVER MISS A MAINTENANCE DUE DATE 16

17 HOW IT WORKS COMMUNICATING YOUR INSTRUCTIONS Standing Instructions to Pay ( VIP Program) Get iron-clad protection for your most critical IP assets Pay All Due Submit your portfolio electronically and we will instruct everything that is due Pay Selected You choose from your portfolio those you wish to renew (reminder sent) Decision List Choose quarterly or monthly options to receive your Decision Lists of IP payments due, including due dates and forecasted fees Revised Instructions New Due Payment changes are easily accommodated with our Ad Hoc Decisions and Stop Payment processes 17

18 HOW IT WORKS PRE & POST-PAYMENT SERVICES Feel confident that your business-critical IP matters will be protected via our: Robust data audits and discrepancy processes Early notification re: jurisdiction-specific requirements Notice of third-party obligations Confirmation of payment instructions Payment alerts when there are IP Rules changes or a case is Newly Due Powers of Attorney Service transfers a significant amount of document tracking and completion Custom Agent management program you can choose one agent per jurisdiction and we will ensure that the payments in that jurisdiction are sent to that agent 18

19 HOW IT WORKS INVOICE REQUIREMENTS Overcome the complexity of managing multiple invoices and purchasing multiple currencies Preliminary invoice is sent with your decision list report you pay then (no collateral required) Final invoice is sent with your confirmation of payments report (the amount less the preliminary invoice) Monthly Tax adjustment invoice is sent each month Payment Options Pre payment/deposit account/post payment Invoices issued monthly or quarterly By SBU, division, department Credit terms Payment within 30 days 19

20 TRADEMARKS RENEWALS: PRE-PAYMENT SUPPORT A dedicated trademark associate ensures that your specific trademark management needs are met with a flexible service: Trademark rules audits Data discrepancies interfere with payment due dates Data discrepancy reports Your due dates don t match ours Trademark payment due reports New to our records Trademark payment projections Your maintenance fees Trademark decision reports Your decisions (pay or drop) Final confirmation of payments We report every payment due Payment instructions Quarterly payments one quarter in advance 20

21 TRADEMARK RENEWALS: POST-PAYMENT SUPPORT After payments are made, we continue to protect your trademarks Discrepancy tracking report Monthly, your data & official data Official receipts reviewed Verified & scanned Discrepancy Tracking Report 21

22 TRADEMARK SERVICES INCLUDE: Trademark renewals Signed powers of attorney Proof of use Evidence & declaration of use Statement of use Copies of official receipts Copies of certifications for clients 22 22

23 PRESENTER: Greg Dickinson, Sales Manager Greg Dickinson Regional Sales Manager Thomson IP Management Services +44(0) London UK

24 AGENDA IP RULES IP PAYMENTS THOMSON IP MANAGER 24

25 Market Awareness SUPPORT ACROSS THE ENTIRE IP LIFECYCLE Protection & Assertion Research & Innovation Filing Strategy Application & Prosecution Licensing & Commercialization Maintenance & Monitoring 25

26 THE ROLE OF THOMSON IP MANAGER Function: Create a central point for collaborative portfolio management Benefit: Drive decision-making between IP and business specialists External Users Legal / Business / Strategy Executives Data Management / Paralegals Administrators Thomson IP Manager 26

27 WITH THOMSON IP MANAGER YOU CAN: Consolidate management of ideas, IP assets and business value Align strategic decision-making between all participants in the IP lifecycle Optimize and enforce IP processes tailored to your organization s specific needs 27

28 THOMSON IP MANAGER MODULES

29 ELECTRONIC PORTFOLIO Track a variety of matters Invention Disclosures Patents Trademarks Copyrights Agreements Conflicts Products General matters IP Rules calculate based on type of matter The Case Record is the core data element for managing IP matters Maintain bibliographic data Associate images and documents Configurable fields and tabs track proprietary data 29

30 RELATED RECORD / FORMATTED VIEW Related Record Format view opens in a new window with secondary or Next Generation links as required Each related case can be dragged anywhere within the format viewer Diagrams can be exported or printed The titles of the related cases can be defined by the user(s)

31 PROCESS ARCHITECT Design based on client input and specifications: Expressed Client Need Standard way to model IP processes Ability to visualize the process Flexibility to accommodate very different processes, allowing clients to easily change their processes Provide processes based on industry best practices that can be adapted to suit client needs Relevant service and information offerings embedded into client processes 31

32 IMPROVING WORKFLOW - PROCESS ARCHITECT 1 Define the process 2 Scope the process 3 Determine when to run the process [Patent Pending] 32

33 TRADEMARK PROCESS EXAMPLE (New Mark / Renewal) Process Start Clients Submits need for new Mark Yes No Rules Validate regarding intended countries etc. Upfront availability check TM- Attorney with SAEGIS Form Letter New it is not possible Docketing of Results Is this a request for a new country of a existing MARK? Duplicate Existing Mark TM- Attorney checks with SAEGIS Form Letter Addition Docketing of Results Process Start Split cases regarding clients Send to request clients decision Docketing & Check off client decision Send DATA to MDC Last Changes? Official Receipt Review Form Letter Payment Report Due Dates (With Case Link to Online Portal)

34 THOMSON IP MANAGER SUMMARY 34

35 THE THOMSON REUTERS ADVANTAGE

36 Q & A Rob Davey, Thomson CompuMark Patricia Bullard, Thomson CompuMark Charles Bailey, Thomson IP Management Services Greg Dickinson, Thomson IP Management Services

37 Questions or comments? Rob Davey Senior Account Manager Thomson CompuMark +44 (0) London, UK

38 THOMSON REUTERS TRADEMARK WATCH AND ONLINE MANAGEMENT SERVICES WATCH YOUR FOR A FOLLOW UP MESSAGE. WE WILL GIVE YOU ADDITIONAL RESOURCES AND A LINK TO THE RECORDING.