© Evalueserve, 2007. All Rights Reserved - Privileged and Confidential Evalueserve Credentials...

© Evalueserve, 2007. All Rights Reserved - Privileged and Confidential

Evalueserve Credentials Pack:Intellectual Property Servicesfor International Society of Primerus Law Firms

April 2008

Your Alliance Executive:

Paul N. Hoagland

Evalueserve North America

Tel: +1 315 655 2262

[email protected]

www.Evalueserve.com

© Evalueserve, 2008, All Rights Reserved.

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 – 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.

→ 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

→ 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

→ Attention to detail in every element of client interaction

→ Disciplined project management and communication

→ Accurate and insightful analysis → Extensive research infrastructure

QualityQuality Custom/Cost-EeffectiveCustom/Cost-EeffectiveGlobal CoverageGlobal Coverage

Evalueserve Value PropositionEvalueserve Value Proposition


Market sizing and estimationIndustry and company profilingBenchmarkingValue chain analysisNewslettersCustom list generationMarketing and sales operations support

Business ResearchBusiness Research

Synergistic Competencies

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 issuesElicitation training on most effective and compliant methods to interview experts

Circle of ExpertsCircle of Experts

End-to-end market research servicesDesign, conduct and analysis of surveys: B2B, B2C Data processingSurvey analyticsMarket research solutions: employee satisfaction, customer satisfaction, brand

perception, new product development, advertisement effectiveness

Market ResearchMarket Research

Data cleansing, validation, and treatmentDashboard solutions and reportingStatistical modeling and forecastingData-driven strategies including profitability analysis, channel assessment,

product affinity analysis/cross sellingSegmentation and cluster analysis

Data and Financial AnalyticsData and Financial Analytics

Validation of investment ideasCorporate financeEquity research support Industry landscape and company profilesFixed income researchTarget identificationQuantitative AnalysisFinancial modeling and valuation

Investment ResearchInvestment Research

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

Intellectual PropertyIntellectual Property

Paralegal and litigation support servicesLegal researchContract related services

Legal Process ServicesLegal Process Services


800+ Small and Medium Businesses

200+ Research, Consulting, and Law Firms

Asia Pacific

Europe, the Middle East, and Africa

Latin America and the Caribbean

North America

100+ Fortune 1000 Companies

EVS Serves 1,100+ Leading-edge ClientsAutomotive

Financial Services

Energy and Utilities

Chemicals

Consumer Goods

Retail

Life Sciences

Information Technology

Manufacturing

Media and Entertainment

Telecommunication

Logistics and Transportation


Growth Milestones

Mar ’02: Achieved Profitability

2001

2002

2003

2004

2005

2006

Dec' 00: Founded

Dec ’02: 100 Professionals; 50 Clients



Sept ’05: Commenced China Operations


Jan ’01: Commenced India Operations

Jul ’01:First Major Client Signed Up

Dec ’06: 1,400+ Professionals; 1,000+ Clients

Nov ’06: Commenced Chile Operations

Aug ’07: 2,000+ Professionals; 1,000+ Clients

2007Feb ’07:

Acquired Nitron Circle of Experts


Asia Pacific Bangla Burmese Cantonese Chinese Hindi Indonesian Japanese Korean Malay

Mandarin Mongolian Punjabi Sinhalese Tamil Telegu Thai Taiwanese Urdu Vietnamese

Europe Bulgarian Croatian Czech Danish Dutch English Estonian Finnish Flemish French

German Greek Hungarian Italian Latvian Norwegian Polish Portuguese Romanian Russian

Serbian Slovak Slovenian Spanish Swedish Turkish Turkmen Ukrainian

Middle East Arabic Hebrew Persian

Americas English Portuguese Spanish

Evalueserve Language Capabilities


Intellectual Property and Legal Research

Patentability assessment Freedom to operate State-of-the-art searches

Patent drafting, filing and prosecution in the US, EP, PCT, Indian Patent Offices, etc.

Office action responses Foreign filing permits Translation services

Prior Art SearchPrior Art Search

Patent Drafting and FilingPatent Drafting and Filing

Patent out-licensing analysis Patent in-licensing analysis Patent valuation Technology valuation analysis

Patent Licensing SupportPatent Licensing Support

Patent landscape analysis Portfolio analysis Patent watch

Competitive IntelligenceCompetitive Intelligence

Overlap analysis Claims charts Invalidity search

Patent Litigation SupportPatent Litigation Support

Paralegal and litigation support services Legal research Contract reviewing

Legal Process ServicesLegal Process Services

Courseware drafting User manual preparation Brochure preparation

Technical Writing Technical Writing

Services Spectrum Services Spectrum


Circle of Experts

For Institutional InvestorsFor Institutional Investors

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 CorporationsFor Corporations

For Small to Medium BusinessesFor Small to Medium Businesses

For Law FirmsFor Law Firms

‘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

Build an advisory board with full range of relevant talent, available when needed

Expert witness testimony from fresh, senior & knowledgeable business leaders

Opinion on uniqueness of IP & competitive response by an expert in the field

For All ClientsFor All Clients

Elicitation training on most effective, compliant methods to interview experts

Incorporate expertise in any Evalueserve project



Market situation including metrics, such as market size, market growth, forecasts

Competitive scenario Regulatory environment Consumer behavior Brand perception study Commercialization and business plan

Market Assessment StudiesMarket 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

Competitive AnalysisCompetitive Analysis

Identification of innovation

Benchmarking against existing innovations

Study of innovation networks and identification of best practices

Innovation SearchInnovation Search

Sales lead generation Custom sales collateral Custom proposals Identification of partners

Marketing and Sales SupportMarketing and Sales Support


Business Research


Investment Research

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

Company/Sector research→ Valuation modeling→ Preparation of equity research notes

Industry research Product support (newsletters, databases) Editorial and desktop publishing support Fixed income research

Corporate FinanceCorporate Finance Sell-sideSell-side

Identifying acquisition targets Validation of investment ideas Market sizing studies Valuation of portfolio companies Comps, company profiles

Buy-sideBuy-side Private Equity/VCPrivate Equity/VC



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

Market Research


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

Survey Design

Data Collection

Data Processing and Analysis

End-to-end Service OfferingsEnd-to-end Service Offerings

SurveysSurveys



Data and Financial 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

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

Financial AnalyticsFinancial Analytics Data AnalyticsData Analytics

Mathematical Modelling Mathematical Modelling


Take advantage of our proposal development process…

WITH JUST A SHORT PHONE CONVERSATION AND A LITTLE BACKGROUND INFORMATION ON YOUR NEEDS AND CHALLENGES, I CAN DEVELOP A

DETAILED CUSTOM PROPOSAL FOR YOU OR YOUR CLIENT.

(PLEASE PLEASE LET ME KNOW IF YOU’D LIKE US TO SIGNA NONDISCLOSURE AGREEMENT WITH YOU OR YOUR CLIENT.)

PAUL N. HOAGLAND – PRIMERUS ALLIANCE EXECUTIVEOFFICE: 1-315-655-2262 MOBILE: 1-315-491-7060

[email protected]

Prior to joining Evalueserve, Paul was founder and CEO of AWC Business Coaches, a nationwide consortium of cross-industry professionals. While at IBM Consulting Paul held several titles, including Global Market Development Executive with the Global Marketing Strategy Practice, and Principal with the National Strategy Practice. Prior to IBM, he was a Principal with Computer Sciences Corporation. He has sold, planned, managed, and quality-assured complex strategic projects in various industries over the past 25 years. Paul earned his Bachelors degree (magna cum laude) from University of Massachusetts-AMHERST, and his Masters degree from Columbia University in New York City.

Let me put together a custom proposal for you!


Primerus Members can rely on Evalueservefor many types of custom research projects!

EVALUESERVE LINE OF BUSINESSCOST

PER HOUR *

Legal Process Services (Legal Research, M&A Due Diligence Back-End Research Support, Paralegal and Litigation Support Services-- including Document Discovery and Compliance with e-Discovery Rules, Contract-Related Services, Legal Organization Benchmarking, Contract Review & Negotiation Support, In-House Tool Development to Streamline Contract Management, Legal Data Extraction and Entry, Secretarial Assistance for Legal e-Filings and Application Processing, CRM Database Setup / Entry / Cleanup / Maintenance, etc.)

Intellectual Property Research (Patent Landscapes, Patent Infringement Studies and Ongoing Monitoring, Patent Filing, Research for Investment Banks & Future IP-Based Valuations, Patent Proofreading, IP Organization Benchmarking, Legal & IP Opportunity ‘White Space’ Identification, Patent Mapping, etc.)

Circle of Experts (Expert Witnesses, Industry Experts, Retired Executives from Client’s Competitors, Advisory Board Members, Strategic Advisors, etc.)

Business Research (Industry & Market Studies, Competitor Profiles, Identification of - and Outreach to - Target Clients / Suppliers / Distributors / Channel Partners / Partners / Buyers / Sellers, etc.)

Investment Research (Newsletters, Financial Profiles, Sector Reports, News Flows, Target Scouting, Equity Research, Company & Industry Report Updates, etc.)

Market Research (Phone/Web Market Surveys, Quantitative and Qualitative Expert Interviews, Member Firm/Customer/Employee Satisfaction Studies, Brand Perception Studies, etc.)

Data and Financial Analytics (Econometric/Quantitative Modeling, Back Testing Strategies, Forecasting Volatility, Monte-Carlo Simulation, Data/Financial Analysis, Proof of Concept Validation, Cash Flow & Balance Sheet Models, etc.)

Knowledge Technology (KT) (Sales Dashboards, Management Cockpits, Knowledge & Research Portals, File Conversion, Data Validation and Scrubbing, CRM/Supplier /Vendor File Maintenance, etc.)

Marketing & Sales Support (ListGen, Updates & Maintenance -- Potential Clients, Investors, Suppliers, Vendors, Business Partners, Partners; Warm Lead Generation Phone & Mail Campaigns, etc.)

Desktop Publishing & Technical Writing (File layout, formatting, color/logo schemes, document setup, template development, newsletter/marcom collateral/slide deck reformatting, etc.)

Other (Administrative Support, File/Letter/Marcom Collateral Printing, Hand-Addressed Mailings, etc.) TBD

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 ([email protected]), or 1-315-655-2262 for special Primerus pricing options.lease Contact Paul N. Hoagland ([email protected]), 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







Others

Biotech & Pharma

Electronics & Telecom

Evalueserve's IP Team

A dedicated team of 204 professionals in Intellectual Property (IP) division

DOMAIN BACKGROUND

1. Mechanical

2. Civil

3. Industrial

4. Material Science

1. Biotechnology

2. Pharmacy

3. Bio medical Engineering

4. Chemistry

5. Chemical Engineering

6. Medicine

1. Electronics &

Telecommunication

2. Electrical

3. Software

Masters

Bachelors

Masters

Bachelors

PhDs

Masters

Bachelors

Medical Doctors

PhDs

Masters

Bachelors

Medical Doctors

Masters

Bachelors

Masters

Bachelors

36%

40%

24%


Technology Start-ups

63%

Fortune 10002%

Fortune 5003%

Law Firms4%

SMEs and other

organizations24%

Fortune 1004%

EVS IP – Client Base Analysis

+ Legal and IP departments of:

– 9 Fortune 100 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

Investment Research

Business Research

Market ResearchIntellectual Property

Financial Analytics

EVS IP utilizes the expertise of other divisions to provide value-added services

IP + IR IP + BRIP 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 + MR


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

IP Services in China

IP related projects undertaken in China:

– Performed two patentability assessment projects

– Performed A Competitor Patent Portfolio Analysis for a global pharma company

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


Some of the Databases EVS uses in IP

Patent DatabasesPatent Databases

Non-patent DatabasesNon-patent Databases

• Scientific and Technical InformationNetwork (STN)• Delphion• Micropatent (Patent Web)

• 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

• Patent Café• Japanese Patent Office (JPO)


Presentation Plan







IP Services Required at Different Stages of the Invention’s Lifecycle

Patentability Assessment

Licensing Potential Assessment

R&D Program and Process Assessment

Patent Drafting Commercialization & Licensing Services

Freedom to Operate Study

Business Impact Assessment

Patent Filing and Prosecution

Litigation Related Services

State-of-the-art Studies

Patent Prosecution (Office Action)

IP Valuation

Funding / Insurance

Per

tin

en

t IP

Ser

vice

sT

arg

et A

ud

ien

ce Researchers

Business Managers

Researchers

Business Managers

Patent Attorneys

Researchers Patent Attorneys Patent Attorneys

Business Managers

IdeationEarly-stage valuation

R&D IP

protection Value extraction


+ 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

+ 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

ProcessDescription

Patentability Assessment


+ 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

+ 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

ProcessDescription

Patent Invalidation Study


+ 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

+ 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

ProcessDescription

Freedom to Operate (FTO) Study


+ 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

+ 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

ProcessDescription

Overlap Analysis / Claims Mapping


IP Landscape Analysis

+ 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.

Description Process


IP Portfolio Management

+ 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

Description Process


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

+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

ProcessDescription

Patent Valuation/Licensing support


+ 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

+ 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

ProcessDescription

Commercialization Studies


+ 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

+ 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

ProcessDescription

Patent Drafting & Filing


Presentation Plan







+ 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.


+ 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.


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.


+ Invalidation search in the field of materials for medical equipments.

The client 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.


+ 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.


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.


+ 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.


EVS Case Studies: Freedom-to-Operate Studies

Methodology


EVS Case Studies: Overlap Analysis/ Claims Mapping + 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.


+ 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.


+ Patent overlap analysis related to power management in processorsThe 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.


Methodology


+ Technology based classification of patents/published patent applications in the field of Mobile WiMAXThe 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.


+ 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.


+ 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.


EVS Case Studies: IP Landscape Analysis

Methodology


EVS Case Studies: IP Portfolio Management

+ 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.


+ 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.


Methodology


EVS Case Studies: Patent Valuation/Licensing Support

+ 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.


+ 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.


Methodology


EVS Case Studies: Commercialization Studies

+ 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.


+ 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.


+ 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.


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




Evalueserve Confidentiality Management System

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

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

Legal MeasuresLegal Measures Dedicated TeamsDedicated Teams

Process MeasuresProcess Measures TechnologyTechnology

Confidentiality


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.”

“I was impressed with the speed, follow up and value of deliverables. I will recommend evalueserve to many of my collaborators.”

“…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…”

“…I was very pleased with the work, I have referred you to several patent attorneys at my firm.”

“…The EVS team was well organized and operated in a highly disciplined manner.”

“[Circle of Experts] has delivered the most relevant experts for our needs, without fail, from engineers to managers.”

“…Wonderful job on this project; thank you for being flexible and finishing on time (even under pressure).”

“…You exceeded our expectations in each area. We truly appreciate your clarity, professionalism and devoted organizational management.”

“…Always a pleasure working with the EVS team, always thoroughly professional, I look forward to working on many more projects together.”

© Evalueserve, 2007. All Rights Reserved - Privileged and Confidential

Thank you…for considering us as yourGlobal Knowledge Partner

Paul N. Hoagland

Alliance Executive

Evalueserve North America

Tel: +1 315 655 2262

[email protected]

www.Evalueserve.com

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