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Evalueserve Credentials Pack: Intellectual Property Services for International Society of Primerus Law Firms. Your Alliance Executive: Paul N. Hoagland Evalueserve North America Tel: +1 315 655 2262 Paul.Hoagland@Evalueserve.com www.Evalueserve.com. April 2008.
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Evalueserve Credentials Pack:Intellectual Property Servicesfor International Society of Primerus Law Firms Your Alliance Executive: Paul N. Hoagland Evalueserve North America Tel: +1 315 655 2262 Paul.Hoagland@Evalueserve.com www.Evalueserve.com April 2008
How robust is your IP Strategy?How global? How scaleable? How effective? How expensive??
Presentation Plan Evalueserve Overview Evalueserve IP – An Overview Services Provided by Evalueserve IP Case Studies of IP Services Confidentiality and Client Feedback
Presentation Plan Evalueserve Overview Evalueserve IP – An Overview Services Provided by Evalueserve IP Case Studies of IP Services Confidentiality and Client Feedback
Evalueserve – Your Global Knowledge Partner • Evalueserve is a Knowledge Process Outsourcing (KPO) firm that provides custom research and analytics services to companies in the US and worldwide • Our services include: Legal Process Services, Intellectual Property Research, Market Research, Business Research, Data & Financial Analytics, Investment Research, and access to a global network of domain and Industry experts through Evalueserve Circle of Experts. • The firm was founded by IBM and McKinsey alumni, and has completed over 12,000 client engagements. • We currently employ over 2,100 full-time professionals located in research centers in India, China, Chile, New York, and Romania. • Evalueserve has won several recent awards, including: 2007 CIO-100; 2006 Red Herring Asia Top 100 Private Companies; 2006 NASSCOM IT Innovation Award for Business Model Innovation;Wall Street Journal (Asia) Top Six Innovative Emerging Companies in Asia; Outsell Top 50 Research, Reports and Services Companies Worldwide; and Deloitte Top 150 High-Growth Companies in Asia-Pacific.
A Full-Service Global Research Firm • Evalueserve has various competencies— Legal Process Services, Intellectual Property, Investment Research, Business Research, Data and Financial Analytics, Market Research, and Circle of Experts. • Our research teams are comprised of highly skilled professionals including Lawyers, Paralegals, MBAs, PhDs, Engineers, MDs, Chartered Accountants, Scientists, Architects, Industry Experts, etc. Evalueserve Value Proposition Quality Global Coverage Custom/Cost-Eeffective • Attention to detail in every element of client interaction • Disciplined project management and communication • Accurate and insightful analysis • Extensive research infrastructure • Operation centers in India, China, and Chile • Multi-lingual capabilities (50+) • Research conducted in the Americas, Asia Pacific, and EMEA • Local ‘in-country’ support • 24x5 coverage • Fraction of traditional cost • 100% customized projects • Access to experts in your field • Multi-industry experience (10,000+ completed projects) • Highly scalable/rapid response • Flexible working relationship
Synergistic Competencies Circle of Experts Market Research Fast access to frontline industry experts with unique opinions on markets, companies, products; 360° view of market due diligence on long-term investments ‘Executive confidante’ for one-on-one discussions on strategic issues Elicitation training on most effective and compliant methods to interview experts End-to-end market research services Design, conduct and analysis of surveys: B2B, B2C Data processing Survey analytics Market research solutions: employee satisfaction, customer satisfaction, brand perception, new product development, advertisement effectiveness Business Research Market sizing and estimation Industry and company profiling Benchmarking Value chain analysis Newsletters Custom list generation Marketing and sales operations support Investment Research Validation of investment ideas Corporate finance Equity research support Industry landscape and company profiles Fixed income research Target identification Quantitative Analysis Financial modeling and valuation Legal Process Services Paralegal and litigation support services Legal research Contract related services Data and Financial Analytics Data cleansing, validation, and treatment Dashboard solutions and reporting Statistical modeling and forecasting Data-driven strategies including profitability analysis, channel assessment, product affinity analysis/cross selling Segmentation and cluster analysis Intellectual Property Patent application drafting and filing with USPTO, EPO, etc. IP asset management Other IP analysis, e.g, licensing of valuable patents, Infringement analysis (preliminary) Technology Assessment
EVS Serves 1,100+ Leading-edge Clients Asia Pacific Europe, the Middle East, and Africa Latin America and the Caribbean North America Automotive Financial Services Energy and Utilities Chemicals Consumer Goods Retail Life Sciences Information Technology Manufacturing Media and Entertainment Telecommunication Logistics and Transportation 100+ Fortune 1000 Companies 200+ Research, Consulting, and Law Firms 800+ Small and Medium Businesses
Growth Milestones Aug ’07: 2,000+ Professionals; 1,000+ Clients 2007 Feb ’07:Acquired Nitron Circle of Experts Dec ’06: 1,400+ Professionals; 1,000+ Clients 2006 Nov ’06:Commenced Chile Operations Dec ’05: 800 Professionals; 800 Clients 2005 Sept ’05:Commenced China Operations 2004 Dec ’04:400 Professionals; 500 Clients 2003 Dec ’03: 240 Professionals; 200 Clients Dec ’02: 100 Professionals; 50 Clients 2002 Mar ’02: Achieved Profitability Jul ’01:First Major Client Signed Up 2001 Jan ’01:Commenced India Operations Dec'00: Founded
Intellectual Property and Legal Research Services Spectrum Competitive Intelligence Prior Art Search • Patent landscape analysis • Portfolio analysis • Patent watch • Patentability assessment • Freedom to operate • State-of-the-art searches Patent Litigation Support Patent Drafting and Filing • Overlap analysis • Claims charts • Invalidity search • Patent drafting, filing and prosecution in the US, EP, PCT, Indian Patent Offices, etc. • Office action responses • Foreign filing permits • Translation services Legal Process Services • Paralegal and litigation support services • Legal research • Contract reviewing Patent Licensing Support Technical Writing • Patent out-licensing analysis • Patent in-licensing analysis • Patent valuation • Technology valuation analysis • Courseware drafting • User manual preparation • Brochure preparation
Circle of Experts Services Spectrum For Corporations For Institutional Investors • ‘Executive confidante’ for 1-on-1 discussions on strategic issues • Product/Operations/Financial insights via Q&A/analyses from 1 hour to several days • Enhance market research or business research with industry expert insights • Fast access to industry experts with unique opinions on markets, companies products • Enhance channel-check surveys with insights from experts in the field • 360° view of market due diligence on long-term investments • Phone consultations, in-person sessions or surveys • Relationship-building dinners with market trend experts, your clients, and staff For Small to Medium Businesses • Build an advisory board with full range of relevant talent, available when needed For Law Firms For All Clients • Expert witness testimony from fresh, senior & knowledgeable business leaders • Opinion on uniqueness of IP & competitive response by an expert in the field • Elicitation training on most effective, compliant methods to interview experts • Incorporate expertise in any Evalueserve project
Business Research Services Spectrum Competitive Analysis Market Assessment Studies • Product and value chain analysis • Financial analysis • Identification of strategic partners • Internal and external communication strategy • Supply chain and distribution strategy • Pricing strategy • Innovation and R&D focus • Newsletters • Market situation including metrics, such as market size, market growth, forecasts • Competitive scenario • Regulatory environment • Consumer behavior • Brand perception study • Commercialization and business plan Marketing and Sales Support Innovation Search • Sales lead generation • Custom sales collateral • Custom proposals • Identification of partners • Identification of innovation • Benchmarking against existing innovations • Study of innovation networks and identification of best practices
Investment Research Services Spectrum Corporate Finance • In-depth industry studies • Portfolio analytics • DCF and relative valuation • Back testing of strategies • Fund manager screening/style analysis • Credit research • Comparable companies analysis (comps) • Precedent transactions analysis • Company profiles • Industry landscape analysis • Accretion/Dilution modelling • LBO modeling • Target identification Sell-side • Company/Sector research • Valuation modeling • Preparation of equity research notes • Industry research • Product support (newsletters, databases) • Editorial and desktop publishing support • Fixed income research Buy-side Private Equity/VC • Identifying acquisition targets • Validation of investment ideas • Market sizing studies • Valuation of portfolio companies • Comps, company profiles
Market Research Services Spectrum End-to-end Service Offerings • Market trend studies • Reseller/Channel partner satisfaction studies • Go-to-market/market potential studies • Customer/Partner segmentation studies • Attitude • Usage • Behavior • Brand perception studies • New product/concept evaluation • Market sizing and market segmentation • Industry analysis • Awareness, usage, and attitude testing • Customer satisfaction loyalty/churn • Competitive intelligence Survey Design Data Collection Data Processing and Analysis Surveys • Experience of more than 100,000 interviews • B2B and B2C • Telephonic, online and face-to-face • Experience of 50+ languages • Latest communications equipment (IP telephony) and survey tools
Data and Financial Analytics Services Spectrum Financial Analytics Data Analytics • Fixed-income modeling • Pricing of financial instruments • Mark-to-market pricing of portfolio • Portfolio optimisation • Back-testing of investment strategies • Market risk • Credit risk • Asset liability management • Customer segmentation • Profitability analysis • Channel assessment • Product affinity analysis/cross-selling • Target marketing/Response modeling • Customer lifetime value • Churn analysis • Fraud detection/risk scoring Mathematical Modelling • Operations research problems • Neural Nets, Simulated Annealing, Learning Algorithms, Markov Chains, Queuing Theory, Bayesian Analysis, Martingales, and Stochastic Modelling • Decision support problems • Finite Element Analysis, Monte Carlo Simulation and other simulation techniques
Primerus Members can rely on Evalueservefor many types of custom research projects! The default location for all work is India. The India hourly pricing rates for the term of this Agreement for Evalueserve’s various service lines are tabulated below. * P*Please Contact Paul N. Hoagland (paul.hoagland@evalueserve.com), or 1-315-655-2262 for special Primerus pricing options. lease Contact Paul N. Hoagland (paul.hoagland@evalueserve.com), or 1-315-655-2262 for special Primerus pricing options ** Evalueserve will provide access to frontline industry experts-- in any industry vertical, any geography-- through its subsidiary Circle of Experts (CoE). CoE introductory fees are waived for Primerus & Member Firm projects per this Agreement. NOTE: Evalueserve will provide fixed pricing for individual on-demand projects upon request.
Presentation Plan Evalueserve Overview Evalueserve IP – An Overview Services Provided by Evalueserve IP Case Studies of IP Services Confidentiality and Client Feedback
Evalueserve's IP Team A dedicated team of 204 professionals in Intellectual Property (IP) division • Electronics & • Telecommunication • 2. Electrical • 3. Software Masters Bachelors 36% • Biotechnology • Pharmacy • Bio medical Engineering • Chemistry • Chemical Engineering • Medicine PhDs Masters Bachelors Medical Doctors 40% • Mechanical • Civil • Industrial • Material Science Masters Bachelors 24% DOMAIN BACKGROUND
EVS IP – Client Base Analysis • Legal and IP departments of: • 9 Fortune 100 companies • 7 Fortune 500 companies • 4 Fortune 1000 companies • 38 Technology start-ups • 53 SMEs • 8 US Law firms Clear record of customer delight: repeat business from most of the clients
Synergy across Service Lines EVS IP utilizes the expertise of other divisions to provide value-added services IP + MR IP + IR IP + BR • IP professionals conduct • technology intensive • interviews: • Interviews with Professors • Interview with technical heads at various companies • IP expertise required for • projects involving: • IP valuations • Technology intensive reports • BR expertise used for: • Analyzing market potential of a technology • Developing company profiles • Understanding regulatory environment
IP related projects undertaken in China: Performed two patentability assessment projects Performed A Competitor Patent Portfolio Analysis for a global pharma company IP Services in China • EVS has started Shanghai Operations Center in September 2005 • Currently 30 members team working • Can perform searches in Chinese and Taiwanese patent databases, and are building capabilities in Japanese and Korean languages Prior Art Search IPAMs • IPAM or Intellectual Property Asset Management includes services such as: • Landscape Analysis • Portfolio Assessment • Three key search services: • Patentability Assessment • Invalidity/Validity • Freedom-to-operate/use
Some of the Databases EVS uses in IP Patent Databases • Scientific and Technical Information • Network (STN) • Delphion • Micropatent (Patent Web) • Patent Café • Japanese Patent Office (JPO) Non-patent Databases • Institute of Electrical and Electronics Engineers (IEEE) • Association for Computing Machinery (ACM) Digital Library • Pubmed/Medline • SPIE (The International Society for Optical Engineering) Digital Library • IP.com • Scirus • Citeseer • Find articles • Science Direct • Google scholar • The Society of Automotive Engineers (SAE) • California Digital Library • Stanford Digital Library • IIT Delhi Library • Forest Product Journal • Forest product laboratory
Presentation Plan Evalueserve Overview Evalueserve IP – An Overview Services Provided by Evalueserve IP Case Studies of IP Services Confidentiality and Client Feedback
Ideation Early-stage valuation R&D IP protection Value extraction IP Services Required at Different Stages of the Invention’s Lifecycle Pertinent IP Services Target Audience
Patentability Assessment Description Process • Objectives • Evaluate patentability/novelty of an invention with respect to patents/ publications/products already existing in the domain • Role of EVS • Identify patents/publications/products having features similar to the invention • Detailed analysis of the patents/publications/products • Determine whether the invention can be protected under the patent protection law in a particular jurisdiction • EVS has conducted more than 600 patentability assessment searches • Understanding the invention disclosure • Conducting patent search to identify possible prior art • Conducting a product and non-patent search to identify possible prior art • Performing technical analysis of patents/publications/products identified as possible prior art • Recommending the patentability of the invention based on the technical analysis
Patent Invalidation Study Description Process • Objectives • To evaluate whether the claims/features of a patent are mapping onto prior art (patent and non-patent literature) for invalidation of the patent • Role of EVS • Conducting prior art search for the subject patent • Analyzing the identified prior art (s) to invalidate the subject patent • EVS has conducted more than 250 invalidation searches • Understanding the subject patent • Conducting literature search to identify possible prior art • Providing technical recommendations for invalidation of the patent in light of the identified prior art
Freedom to Operate (FTO) Study Description Process • Objectives • To determine whether a product, when launched, has a potential risk of infringing on some active patents • Role of EVS • Identify active patents that the product can infringe • Perform detailed legal status analysis and technical analysis of the identified active patents • EVS has conducted more than 375 FTO searches • Developing an understanding of the product/invention • Identifying key features of the product/invention • Identifying technology on which the product/invention is based • Searching patent databases based on the key features and technology • Identifying active patents on which product/invention might infringe • Analyzing family members and citations of the active patents • Performing detailed legal status analysis and technical analysis of the identified active patents
Overlap Analysis / Claims Mapping Description Process • Objectives • To determine if a competitor product/invention overlaps on Client’s IP or vice versa • Role of EVS • Mapping of product features/ information onto the claims of a patent • Developing an understanding of the product/invention • Identify key features of the product/invention • Detailed mapping of product features onto the claims of a patent • Presenting the results in form of a matrix of overlap with evidence for the overlap
IP Landscape Analysis Description Process • Objectives • Determine relevant trends and gaps in competitors’ portfolio and a technology domain • Extract inferences from the determined trends • Role of EVS • Analysis of the IP landscape of the technology and the key players • Identification of gaps in the technology landscape • Identification of opportunities for alliance and research • EVS has conducted more than 300 landscape analyses • Generate a taxonomy • Analyse the IP landscape covered by the technology features • Determine the key players, in terms of their IP portfolio • Determine the IP trends • Gap Analysis – determine the “gaps” in the IP landscape • Determine the best patents in terms of technology and/or commercial value.
IP Portfolio Management Description Process • Objectives • Assessment and organization of patents • Leverage potential gains offered by patents • Role of EVS • Identify active patents in various technology domains (IP Audit) • Assessment of strengths/weaknesses of protection offered by patents • Identify the most relevant patents in the portfolio (through a well defined patent mining process) • Generate a taxonomy • Analyse the IP and business landscape covered by the technology features • Generate the most important factors that determine the strength of a patent • Analyse each patent accordingly • Organize/Prioritize the patents accordingly • Identify key patents
Patent Valuation/Licensing support Description Process • Objectives • To build a patent valuation model to estimate the value of a patent by qualitatively analyzing the strength of the patent • To determine the ‘in-licensing need’ and ‘out-licensing opportunities’ for a company by analyzing its patent and product portfolio • Role of EVS Valuation • Ascertaining the past financial returns and estimating the future values of the IP • Applying DCF to calculate value of the IP • Licensing support • Identify the licensing potential for a patent • Identify cross-licensing opportunities in a technological domain by analysis of IP of the client’s competitors Valuation • Performing research to obtain revenue figures of the licensees, estimate the contribution to earnings and project the future revenues • Estimation of contribution of earnings of products for the selected licensees • Development of a DCF model to estimate the potential earnings and performing sensitivity analysis Licensing support • Identifying the major companies having product portfolios relevant to the domain • selecting a set of potential licensing targets based on product portfolios, market presence and financial information • Performing a ‘Potential Earnings Study’ for the patent based on a Discounted Cash Flow (DCF) model
Commercialization Studies Description Process • Objectives • Assessment of commercial potential of technologies vis-à-vis existing technologies and market players • Role of EVS • Analysis of market trends of products offered by key market players and existing technologies • Assessment of commercial potential based on the analysis • Identify key market players and existing technologies • Extract market trends of products offered by key market players and existing technologies • Analysis of market trends of products offered by key market players • Analysis of market trends of existing technologies • Assessment of commercial potential of the technology under study and comparing that with estimated market potential of key market players and existing technologies
Patent Drafting & Filing Description Process • Objectives • Draft and file a patent application for an invention with claims providing optimum coverage • Role of EVS • Drafting the claims based on the prior art provided by the client to cover the maximum scope • Drafting the specifications for the invention based on the claims approved by the attorney • EVS and its legal partners have written and filed over 1000 patent applications • Understanding the invention disclosure • Drafting a set of claims to provide optimum coverage to the invention • Upon approval of claims, drafting specifications for the invention according to USPTO/EPO/IPO guidelines • Filing the patent application in different jurisdictions • Translating patent applications for filing, if necessary
Presentation Plan Evalueserve Overview Evalueserve IP – An Overview Services Provided by Evalueserve IP Case Studies of IP Services Confidentiality and Client Feedback
Patentability search in the field of semiconductor fabrication A US Law firm had wanted Evalueserve to conduct a patentability assessment study for an invention in the field of metallization of semiconductor wafers. Project effort (hours): 25 Patentability assessment for an add-on software The client, based in US with a research centre in India, is a leading provider of software tools. It deals in customizing available software to suit the requirements of customers. The client wanted Evalueserve to conduct a patentability assessment study for an add-on software in field of ERP. The software was developed based on SAP. Project effort (hours): 30 Patentability assessment in the field of torsion bars The client, based in Nordic region, is a leading producer of automotive parts. The client wanted Evalueserve to conduct a patentability assessment study for an invention in the field of torsion bars also known as anti-roll bars for vehicles. Project effort (hours): 45 EVS Case Studies: Patentability Assessment Methodology
Invalidation search in the field of data encoding methods in networks The client is active in the domain of integrated circuit design. The client wanted Evalueserve to conduct an invalidation study for an invention in the field of data encoding methods in unreliable networks. Project effort (hours): 100 Invalidation search in the field of materials for medical equipments. Theclient is a US based law firm. The client wanted Evalueserve to conduct an invalidation search for use of shape memory alloys in field of medicine and medical equipments. Project effort (hours): 110 Invalidation search in the field of digital hearing aids The client is a US based law firm.The client wanted Evalueserve to conduct an invalidation search in the field of digital hearing aids with an acoustic digital transducer. Project effort (hours): 325 EVS Case Studies: Invalidation Studies Methodology
Freedom-to-operate search in field of manufacturing of vehicle tires The client, based in Europe, is a leading manufacturer of vehicle tires. The client wanted Evalueserve to perform a freedom-to-operate study for a new design of tire studs to be used in Scandanavian countries. Evalueserve identified the regulations on such products and performed a patent search to identify relevant patent literature. Project effort (hours): 40 Freedom-to-operate search in the field of ballast water treatment to kill organisms present in the ballast water The client based in Nordic region is active in the domain of petroleum and energy. The client wanted Evalueserve to conduct freedom-to-operate study for ballast water treatment method in ships and other navigation systems. The focus of this study were Europe, Canada, Mexico, Australia, Japan, Korea, India, Brazil, Vietnam, China, Nigeria, and Typical ship registration countries (Panama, Liberia, Bahamas, Malta, Cyprus, Bermuda, Marshall Island, British Virgin Island, Vanuatu) Project effort (hours) : 120 Freedom-to-operate search for a network appliance based solution The client is a US based firm active in the domain of network security. The client wanted Evalueserve to conduct a freedom to operate study for its network appliance based product for providing network performance monitoring and management. The focus regions of this study were the US and Europe.Project effort (hours): 140 EVS Case Studies: Freedom-to-Operate Studies Methodology
Claims mapping in the field of information retrieval The client is US based company active in domain of web search and contextual advertisements. The client wanted Evalueserve to conduct an overlap analysis for its patent portfolio. Project effort (hours): 120 Patent overlap analysis in the field of wireless communication technology The objective of this project is to perform a broad level patent coverage study for the product portfolio of a client’s competitor with respect to the patent portfolio of the competitor and the patent portfolio of the client. The patent coverage study aims to identify the relative strengths and weaknesses of the patent portfolios of the competitor and the client for the various product families of the competitor’s product portfolio. Project effort (hours): 130 Patent overlap analysis related to power management in processors The client is a global leader in the domain of wireless, broadband and automotive communications technologies and embedded electronic products. The client wanted Evalueserve to analyse a group of products belonging to a competitor against a number of the client's patents for assessing potential infringement. Project effort (hours): 750 EVS Case Studies: Overlap Analysis/ Claims Mapping Methodology
Technology based classification of patents/published patent applications in the field of Mobile WiMAX The client is a leading global provider of telecommunications equipment and related services to mobile and fixed network operators. The client wanted Evalueserve to perform a technology based classification of patents/published patent applications in the field of Mobile WiMAX. Project effort (hours): 55 IP landscaping in the domain of location based search technology The client is a telecommunications firm based in Europe. The client wanted Evalueserve to conduct a landscape analysis in the domain of location based search technology for use in networks. Project effort (hours): 110 IP landscape analysis in the field of Satellite Digital Audio Radio Services (SDARS) The client is an electronics manufacturing service provider. The client wanted Evalueserve to conduct a patent landscape analysis in the field of SDARS. Further, the client also wanted Evalueserve to profile key companies, which are active in the field of SDARS. Project effort (hours): 250 EVS Case Studies: IP Landscape Analysis Methodology
Patent portfolio analysis in the field of wireless software The client develops wireless software solutions and specializes in the field of synchronization. The client wanted Evalueserve to study and classify its patent portfolio into a customized taxonomy. Project effort (hours): 100 Patent portfolio analysis of a competitor in the domain of micro-arrays and gene chips The client is a company involved in developing state-of-the-art technology, acquiring, analyzing and managing complex genetic information for use in biomedical research. The client wanted Evalueserve to provide an analysis of the IP portfolio of a competitor.Project effort (hours): 180 Patent-product portfolio analysis in the domain of electronic design automation The client is an industry leader in the area of Electronic Design Automation (EDA). The client wanted Evalueserve to conduct a patent-product portfolio analysis of its portfolio. Project effort (hours): 280 EVS Case Studies: IP Portfolio Management Methodology
Licensing Opportunity Analysis for a Patent Portfolio Related to Bio-enhancers The client is an R&D organization. The client wanted Evalueserve to identify the licensing potential/opportunities for a patent portfolio related to bio-enhancers. Project effort (hours): 190 Valuation of a patent related to data storage devices The client, based in the US, is a leading provider of storage solutions. The client wanted to determine the value of a patent that it holds. The client wanted Evalueserve to build a patent valuation model and value the patent using the current market scenarios in the domain of data storage devices. Project effort (hours): 300 EVS Case Studies: Patent Valuation/Licensing Support Methodology
Technology commercialization feasibility study related to manipulation of micro particles The client is a technology transfer group of a University. The client wanted Evalueserve to conduct a feasibility study for the commercialization of a patent-pending technology, developed by its researchers. A patent application was provided to Evalueserve for the analysis. Project effort (hours): 100 Identification of high potential research opportunities at the intersection of nanotechnology and specialty chemicals The client is a fortune 500 chemicals company. The client wanted Evalueserve to identify the top three to four high-potential research opportunities at the intersection of nanotechnology and specialty chemicals. Project effort (hours): 400 IP commercialization study for a technology related to cardio-vascular tissue engineering The client had developed a technology for cardiac tissue engineering. The client wanted to commercialize this technology. For this, they wanted to identify application areas having maximum potential. Project effort (hours): 700 EVS Case Studies: Commercialization Studies Methodology
EVS and its legal partners have written and filed over 1000 patent applications in various domains: Electronics & Telecommunication Software and business methods Computers and networking Mechanical Medical devices Pharmaceutical formulations Chemicals and Chemistry EVS Case Studies: Patent Drafting Methodology
Presentation Plan Evalueserve (EVS) Overview EVS IP – An Overview Services Provided by EVS IP Case Studies of IP Services Confidentiality and Client Feedback
Evalueserve Confidentiality Management System Legal Measures Dedicated Teams • NDA • Western jurisdiction • IP of projects belongs to Client • Compliance officer(s) + outside counsel monitor regulatory compliance requirements • Chinese walls • Staffing rules • Independent expert opinions Confidentiality • Clean desk • “Need-to-know” • IS0 27001 certification • Confidentiality as element of quality • Pre- and post-involvement confirmation of expert’s role • Strict “ethical research” guidelines • Secure transmission • Secure storage • Registration/Opt-out records for 3rd-party experts • Data access forteam members only Process Measures Technology
Client Recognition of Evalueserve Quality “…EVS is the finest professional services organization I have worked with in my 40 years in business.” “Your proposals and reports are (in my opinion) second to none.” “…by leveraging EVS, we have seen significant cost savings and improvement in delivery time to our Clients. This is a dependable company, responsive to our needs…” “…Always a pleasure working with the EVS team, always thoroughly professional, I look forward to working on many more projects together.” “…The EVS team was well organized and operated in a highly disciplined manner.” “…I was very pleased with the work, I have referred you to several patent attorneys at my firm.” “…Wonderful job on this project; thank you for being flexible and finishing on time (even under pressure).” “[Circle of Experts] has delivered the most relevant experts for our needs, without fail, from engineers to managers.” “…You exceeded our expectations in each area. We truly appreciate your clarity, professionalism and devoted organizational management.” “I was impressed with the speed, follow up and value of deliverables. I will recommend evalueserve to many of my collaborators.”
Thank you…for considering us as yourGlobal Knowledge Partner Paul N. Hoagland Alliance Executive Evalueserve North America Tel: +1 315 655 2262 Paul.Hoagland@Evalueserve.com www.Evalueserve.com