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Project EinsteinCase Study for SharePoint and Fast ESPJason ResnickVP Operations CPA Global
Xavier MoreraSenior DevSearch Technologies
17 offices in 8 countries, with
over 1,200 employees
Experience of over 40
years
Clients include world’s largest
corporations and law firms
A Leading Global IP Services company
Manages 34% of the world’s patent
and trademark renewals
Who is CPA?
Founded by attorneys who identified IP outsourcing opportunity
Reduce WasteImprove Quality
Optimize Assets
Innovation Management System
R&D Portfolio Management
IP Creation
Why are so many executives unhappy?
“More than 96% of
innovation efforts fail to
achieve satisfactory ROI by
the standards of the
companies that sponsor
them.”
Larry Keeley, CEO Doblin Inc.
4
Solution Overview
• Key advantages:• FAST ESP powered better, faster results• Accessible search technology • Microsoft SharePoint enabled collaboration,
customization, advanced workflow• Access to Patent Research services
Einstein
CPA created a complete patent research, collaboration and
analytics solution that helps companies enhance innovation,
improve patent quality and better manage risk throughout the
innovation lifecycle.
0%
20%
40%
60%
80%
100%
Einstein
Competitor 1 Competitor 2 Competitor 3 USPTO In House
% R
elev
ant
Hits
Better, faster search results
91%
58% 56%
36%
58%
Einstein
Productivity increases of 30-50%
We’ve combined intelligent people with intelligent technology…
Professional Patent Search
Services
Einstein
…to offer our customers an end-to-end patent search and collaboration solution that enhances corporate innovation and drives ROI from idea to portfolio management.
Unification of Global Service Delivery
Project EinsteinSharePoint Application
Business KnowledgeCPA Global
Technology sideSearch Technologies + Microsoft Consulting Services & MGSI
Built following Microsoft’s Best Practices
Agile & ScrumDesign Pattern: Model View PresenterWeb Parts, Alerts, Web Services, Features, SP Jobs, Lists, SharePoint Solution Generator…By the book
Current Technologies
SharePoint 2007Fast ESP 5.3SQL Server 2008.NET Framework 3.5Windows Server 2008SilverLight Office 2008 & 2003Windows Communication FoundationSharePoint WorkflowsSharePoint Solution Generator
Patent SearchingHow do we search such a large volume of
patents? Search Technologies integrated SharePoint 2007 with fast ESP for patent searchingSharePoint 2010 includes fast ESP!
Benefits of fast ESP + SharePoint
Advanced search syntaxNavigatorsKeyword hit highlightingTeaser generationScalabilityCustomizationLightning fast results
Advanced Search Syntax
Users can field limit a search with Fast’s powerful query syntaxSearch by Classification’s
USPC, IPC, EPOSearch by Inventor
Einstein?Search by Legal Status
Valid, invalid, probable expiration date…Now you can perform all advanced queries directly in SharePoint 2010
Out of the box
Fielded SearchHow do we find a needle in a haystack?
Patent searching is a complex processNarrow down your search to get exactly what you needAdvanced search syntax
NavigatorsVisually narrow down results ESP navigators!Refine your search by assignees,
inventors, classification, keywords, families, …
Theme in SharePoint 2007
Project Einstein has a very appealing UIUse a theme to customize look & feel
Themes in SharePoint 2010Reaching out to multiple customers
Apply a Power Point theme with a few clicksEasier to create new themesProject Einstein aimed towards multiple companies and departments
Quickly create look and feel and applyNo need to get direct access to the file system to deploy a theme
Collaboration
Project Einstein has multiple collaboration scenarios
Army of oneComplex combination of lawyers, researchers and technical crew from different companies
SharePoint 2007 provides the ideal working environment
Patent lists, recent searches, saved searches, analytics, discussion boards, picture lists, …
Collaboration in 2010SharePoint workspace
Great new feature in SharePoint 2010Brings Groove into the SharePoint worldPull lists and libraries offline to workResync when back online
Patent Details
Bibliography, description, claims, images, legal status, continuity data, translations, …
Patent Details
Each patent includes a highly complex set of informationViewing a patent must be a very smooth processMake the web experience feel like a Windows application UIHow can this be achieved?
Lots of AJAX!
Patent DetailsAsynchronous post backs
SharePoint 2007 (and earlier) had a lot of post backs and page refreshesNot the user experience we wantSharePoint 2010 introduces asynchronous post backsSome of the advantages
Actions on items do not require full refreshDialogs – no bouncing from page to page!Improved navigation – BIG IMPROVEMENT
Search Results
Fast ESP can help you find patents you are most likely looking for based on your queryBut you need to browse through results and decide exactly which ones you needUser friendly results listHighly customizable
Patent publication number, assignee, publication date, filing date, images
Search ResultsBusiness Connectivity Services
QRI pulls data from multiple sourcesSharePoint 2010 allows multiple sources to be viewed as listsEasily create new views for different types of users or rolesAllow to use other types of stores besides SharePoint lists
Blocking issues faced with listsImproved performance
SharePoint 2007 vs. 2010
Project Einstein is a SharePoint 2007 application2007 is a great platform to build uponMultiple technologies are leveraged by the applicationHowever…New SharePoint 2010 features provide a faster development effort process
Final Thoughts
Patent Research is a complex processFinding a needle in a haystack
Advanced search requiredBeyond simple text search
Compelling user experience given the non-technical nature of users SharePoint 2007 + Fast ESP provide the right framework for Patent ResearchingSharePoint 2010 provides FAST ESP out of the box!
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.