Patent Portfolio Optimisation

Unlock Portfolio Value

Developing and maintaining a patent portfolio is one of the most significant investments for highly innovative global companies.  A comprehensive patent portfolio is the major component in underpinning a corporation’s current and future products, revenue streams and protection from competitors.  As such it represents a key corporate asset that needs regular and detailed maintenance.  However many corporations don’t have the resources and time to audit, manage or more importantly, optimise their growing patent portfolios.  Mergers and acquisitions, rapidly evolving product lines and an ever changing competitive landscape only increase the need for regular and detailed portfolio management.
Successful corporations that manage and optimise their patent portfolios will:

• Demand high quality in all business critical assets, including patents
• Continuously validate that their patent assets are aligned to their business goals and strategies
• Ensure better protection for current and future products
• Consider portions of the portfolio be made available for defensive purposes
• Monetise under-performing assets by sale or licensing
• 'Rightsize' their patent portfolio to manage and justify the high cost of creation and ownership of each patent

Reduce Costs and Generate Revenue

CPA Global has over 40 years experience providing IP services that help corporations strengthen their overall patent portfolio, identify opportunities to monetise patent assets and prune non-core patents.  In doing so, CPA Global clients are able to realise substantial economic benefits and dramatic returns on investment; whether this is in the form of reductions in patent maintenance costs, identification and protection of key assets or from the sale/licensing of non-core patents that may have significant value in adjacent or emerging technology domains.

A 3 Step Process

CPA Global employs a proven, best practice process to help corporations develop a patent portfolio optimisation strategy.  This process allows our customers to gain insights and answers to the following three key questions:

Phase 1:  What do we really have? - Patent Portfolio Review

• A detailed Patent Portfolio Audit to identify and map the full range of patent assets held throughout the extended corporation across multiple business units and jurisdictions.
• A Portfolio Categorisation Analysis to overlay a comprehensive technology based classification across the full patent portfolio to enable more detailed analysis in later phases of the optimisation process.
• A Patent Title and Data Review process to ensure all patent assets are correctly registered, maintained and recorded both internally and at the PTO’s around the world.

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Phase 2:  Where is the value? - Patent Portfolio Analysis

• A Business Objectives Review to extend the portfolio taxonomy to understand patent alignment with the corporation’s key business strategies and product roadmaps.
• A Patent Portfolio Strength Assessment through statistical patent scoring techniques and technology expert review to identify the quality and value of each patent regardless of its alignment with business objectives/strategy.
• A Patent Portfolio Segmentation to identify all patents in relation to core, non-core and non-aligned patent assets.  Combined with the value assessment this segmentation exercise can clearly identify which patents to protect, which to maintain, which to monetise and which can be dropped.

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Phase 3:  How can we realise value? Patent Portfolio Management

• Portfolio Enhancement through enhanced renewal/annuity management provisions for key patent assets, and techniques such as patent/product mapping and gap analysis to identify opportunities to leverage or strengthen a portfolio.
• Reduce Patent Maintenance Costs through the identification of opportunities to abandon or donate unproductive low value patents.
• Patent Monetisation through the licensing and sale (either directly or via auction) of unwanted but nevertheless valuable patent assets.

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