Mastering Patent Portfolio Management in The Age of AI
- The essentials in one day
- Practical, first-hand expertise
- Effective knowledge transfer
- With AI insights
Online-Seminar
From
1.280,00 €
plus VAT
Services & Process
Veranstaltung - 1.280,-€ zzgl. MwSt.
The fees include the 'live' participation via internet, high-quality course material for download, a participation certificate as well as technical support including a test meeting.
Period:
09:00 - 17:00 CET
Booking details
Online-Seminar
From
1.280,00 €
plus VAT
Services & Process
Veranstaltung - 1.280,-€ zzgl. MwSt.
The fees include the 'live' participation via internet, high-quality course material for download, a participation certificate as well as technical support including a test meeting.
Period:
09:00 - 17:00 CET
Learn how to manage a patent portfolio with insights from a seasoned patent portfolio manager, with AI insights from AI and patent expert Sebastian Goebel. Get more information and register here!
Your speaker
Simone Frattasi
Ph.D., European Patent Attorney, Head of Global IP,
MAERSK, Copenhagen (Denmark)
Simone Frattasi is a European Patent Attorney and a Telecom Engineer with a Diploma in IP Business Administration from…
Your speaker
Simone Frattasi
Ph.D., European Patent Attorney, Head of Global IP,
MAERSK, Copenhagen (Denmark)
Simone Frattasi is a European Patent Attorney and a Telecom Engineer with a Diploma in IP Business Administration from CEIPI/University of Strasbourg and a PhD in Wireless, Mobile Communications. He is currently serving as the Head of Global IP at MAERSK, which, under his lead, won the Gold Award for 'Best IP Department Nordics' by Leaders League in 2022, 2023 and 2024. Prior to this role, he was
the Head of the Patent Department at Sony Mobile Communications in Sweden. His expertise also includes working as a Patent Attorney at two Danish IP consultancy firms. In addition to his professional
achievements, Simone has been an entrepreneur, having co-founded and served as CTO and COO for two start-up companies. Notably, he has represented Sweden in the ISO standard 'Innovation Management System, Guidelines for IP Management'. Moreover, he is the main author of the book: 'Patent Portfolio Management: A Practical Guide' (Edward Elgar Publishing, 2023). He received the recognitions as one of AIM Strategy 300: The World's Leading IP Strategists of 2024, Finance Monthly's IP Adviser of 2023 in Denmark, Managing IP's Top Twelve Europe's In-House IP Leaders of 2023 and 2024, and Managing IP's Corporate IP Star in 2022, 2023 and 2024.
What to Expect
- Strategising and budgeting for patent portfolio management
- Structuring and coordinating patent portfolios for optimal management
- Maintaining high standards in patent portfolio excellence
- Optimising and leveraging patent portfolio assets; Pruning the patent portfolio
- Decision-making flowchart for opting-in/ out of the UP/UPC
- WORKSHOP: Leveraging generative AI for automation and decision support in portfolio management
Who Should Attend
You are tasked with managing patent portfolios and would like to know practical tools and best practices?
Then this online course is intended for you. Knowledge of patents is required.
Objective of the Event
Efficiently managed patent portfolios are key to enhancing a company's revenue without straining its budget. Our hands-on course in Patent Portfolio Management (PPM) offers you the opportunity to gain insights from a seasoned patent portfolio manager. Furthermore, you will learn how to leverage generative AI (GenAI) for automation and decision support in patent portfolio management.
The course includes practical tools and templates adaptable across various industries, ensuring you can apply these strategies effectively in your specific field.
Your Benefit
- You learn how to budget and to organize PPM
- You learn how to identify diamond and lesser patents and their impact on PPM
- You will be familiarised with tools and templates for your daily work
- You will be introduced to the use of generative AI, including easy-toimplement examples, in a workshop
Programme
09:00 - 17:00 CET
- General cost-saving measures: centralisation, renegotiation, insourcing
- Monitoring-based countermeasures
- Tech taxonomy, tech-based portfolio mapping; assignment to engineers/agents
- Portfolio visualisation
- In-/outsourcing (architectures)
- Agents: selection, agreements, schedule of fees, collaboration
- Priority filings: strategies, assignment
- Subsequent filings and country selection for grant: strategies etc.
- Decision-making flowchart for opting in/out of the UP/UPC
- SOPs; Quality Guidelines; Internal instructions
- Monitoring agents: Agents' Perfor-mance Tracking Tool; feedback; removal
- Workflows for small and large patent portfolios
- Patent types in a large patent portfolio
- Criteria for a valuable patent portfolio
- Identifying valuable patents:
- Patent portfolio review: strategies
- Inventor review questionnaires
- Infringement hunting
- Analysing and confirming value of identified patents: rating, ranking, and claim charting
- Adapting prosecution to value
- Ranking and target-based prosecution/cluster-based prosecution
- Filing strategies for divisional/continuation applications
- Accelerated prosecution
- Monthly vs. yearly pruning
- Pruning Recommendation Tool: criteria, scores and recommendations
Strategising PPM: portfolio strategy
Budgeting PPM
Budgeting PPM
- General cost-saving measures: centralisation, renegotiation, insourcing
- Monitoring-based countermeasures
Organising PPM
Organising PPM
- Tech taxonomy, tech-based portfolio mapping; assignment to engineers/agents
- Portfolio visualisation
Working with patent agents
Working with patent agents
- In-/outsourcing (architectures)
- Agents: selection, agreements, schedule of fees, collaboration
Patent filing strategies
Patent filing strategies
- Priority filings: strategies, assignment
- Subsequent filings and country selection for grant: strategies etc.
- Decision-making flowchart for opting in/out of the UP/UPC
Ensuring quality of patent portfolio
Ensuring quality of patent portfolio
- SOPs; Quality Guidelines; Internal instructions
- Monitoring agents: Agents' Perfor-mance Tracking Tool; feedback; removal
Extracting value from the patent
portfolio
Extracting value from the patent portfolio
- Workflows for small and large patent portfolios
- Patent types in a large patent portfolio
- Criteria for a valuable patent portfolio
- Identifying valuable patents:
- Patent portfolio review: strategies
- Inventor review questionnaires
- Infringement hunting
- Analysing and confirming value of identified patents: rating, ranking, and claim charting
- Adapting prosecution to value
- Ranking and target-based prosecution/cluster-based prosecution
- Filing strategies for divisional/continuation applications
- Accelerated prosecution
Pruning the patent portfolio
Pruning the patent portfolio
- Monthly vs. yearly pruning
- Pruning Recommendation Tool: criteria, scores and recommendations
Downloads
Request the documents using our form.
Brochure
Weitere Informationen
Your agenda
The agenda has been adapted specifically to the medium and the respective seminar.
It is as follows:
09:00 CET- Start of the course
10:15 CET - Break
12:30 CET - Lunch break
15:30 CET - Break
17:00 CET - End of the course
e-Learning
We do also offer a condensed version of this course as an e-learning. It comprises eight video modules with the related presentation slides. This allows you to learn at a flexible time and place, without travel costs. For further information please send an email to jc.alexandreho@forum-institut.com.
In-house training
This course is also available as an in-house course at your premises. Please send an email to jc.alexandreho@forum-institut.com for further details.
CPD: 6.5 hours
Attendees of this event will get 6.5 CPD hours certified.
Customer Testimonials
What satisfied participants say
Our Recommendations
Further Information
Your Contact Person
We are happy to advise you personally and individually.
Jean-Claude Alexandre Ho, LL.M.
Deputy Department Manager
+49 6221 500-675
jc.alexandreho@forum-institut.de