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Stratford Managers 555 Legget Drive, Tower B, Suite 532 Kanata, ON K2K 2X3 Canada www.stratfordmanagers.com © 2016 Stratford Managers Corporation www.stratfordmanagers.com STRATEGIC INTELLECTUAL PROPERTY MANAGEMENT OPERATIONS Stratford Managers understands that your intellectual property (IP) portfolio is one of your company’s most valuable assets. Through our unique TurnKey IP TM Operations Services we implement processes and tools to manage your valuable IP portfolio and ensure your assets are always ready to be showcased. VIRTUAL INTELLECTUAL PROPERTY MANAGEMENT OPERATIONS SERVICES Maintaining a portfolio database and filing system Our unique database system manages your portfolio and reports on status and progress in real time. Our filing system is always up to date and we can provide reports and dashboards on request. Tracking Cost Our tools and processes allow us to keep track of all costs involved with each patent application. This becomes very useful when making strategic decisions about existing filings. Tracking Prosecution Work We keep logs of office actions received and answered for each family which provides great insight about when some families may have issuances. Rolling four-quarter budgets Using our database, we have up to date budget predictions for the next four quarters, including assumptions on foreign filings, portfolio growth, office action responses and annuities. Foreign filing cost calculator tool Our foreign filing cost calculator tool allows you to know how much money you should be planning to invest over the lifetime of a patent depending on which countries you decide to enter. Patent committee management Should your company decide to manage IP using a patent committee, we can chair meetings and/ or manage the meeting agendas/minutes and follow up on action items.

Strategic Intellectual Property Management€¦ · “The Intellectual Property team at Stratford has been instrumental in helping us achieve our intellectual property strategy, innovation

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Page 1: Strategic Intellectual Property Management€¦ · “The Intellectual Property team at Stratford has been instrumental in helping us achieve our intellectual property strategy, innovation

Stratford Managers555 Legget Drive, Tower B, Suite 532Kanata, ON K2K 2X3Canadawww.stratfordmanagers.com

© 2016 Stratford Managers Corporation www.stratfordmanagers.com

STRATEGIC INTELLECTUAL PROPERTY MANAGEMENT OPERATIONS

Stratford Managers understands that your intellectual property (IP) portfolio is one of your company’s most valuable assets. Through our unique TurnKey IPTM Operations Services we implement processes and tools to manage your valuable IP portfolio and ensure your assets are always ready to be showcased.

VIRTUAL INTELLECTUAL PROPERTY MANAGEMENT OPERATIONS SERVICES

Maintaining a portfolio database and filing systemOur unique database system manages your portfolio and reports on status and progress in real time. Our filing system is always up to date and we can provide reports and dashboards on request.

Tracking CostOur tools and processes allow us to keep track of all costs involved with each patent application. This becomes very useful when making strategic decisions about existing filings.

Tracking Prosecution WorkWe keep logs of office actions received and answered for each family which provides great insight about when some families may have issuances.

Rolling four-quarter budgetsUsing our database, we have up to date budget predictions for the next four quarters, including assumptions on foreign filings, portfolio growth, office action responses and annuities.

Foreign filing cost calculator toolOur foreign filing cost calculator tool allows you to know how much money you should be planning to invest over the lifetime of a patent depending on which countries you decide to enter.

Patent committee managementShould your company decide to manage IP using a patent committee, we can chair meetings and/or manage the meeting agendas/minutes and follow up on action items.

Page 2: Strategic Intellectual Property Management€¦ · “The Intellectual Property team at Stratford has been instrumental in helping us achieve our intellectual property strategy, innovation

CANADA:Natalie GirouxVP and Practice Lead, Intellectual Property +1 (613) [email protected]

© 2016 Stratford Managers Corporation www.stratfordmanagers.com

STRATEGIC INTELLECTUAL PROPERTY MANAGEMENT OPERATIONS

Always due diligence ready With our systems and processes, your IP is always ready to be showcased to investors or acquirers during due diligence. We provide up to date detailed summary reports for each family and can set up a virtual data room very quickly which greatly helps speed up the due diligence process.

Patent analytics We have extensive patent searching tools and deep expertise in patent analytics to help meet your needs for any type of searching of existing patent databases, such as landscapes, white space analysis, trends or competitive watch.

WE ADAPT TO SUIT YOUR NEEDS

Our services are available under various engagement models, on project or retainer basis. As your Virtual IP Manager (VIPM)™ we work closely with your management team from one to several days per month as needed to proactively manage your intellectual property and resolve any pressing issues that may arise at any time. Acting as part of your team, we ensure that your IP strategy meshes appropriately with the overall corporate strategy. We are available for additional special projects should they require urgent completion. Stratford Managers’ takes the burden of managing IP from your key resources by proactively executing and updating your IP strategy.

CUSTOMER TESTIMONIALS

With over 100 years combined experience in the areas of IP and strategic management and operations, our VIPM team has assisted numerous companies with IP portfolios ranging in size from few to thousands.

“We have been working with Natalie Giroux and her team (Stratford Managers) since 2010. Natalie’s technical knowhow and experience has been instrumental in the development of our patent portfolio. Natalie is a trusted advisor of ours on all matters relating to intellectual property. Natalie and her team have helped us defining our intellectual property strategy, building our patent portfolio and growing, within our organization, an awareness as to the importance of protecting the intellectual property. And they have done all this in a professional, hands-on and cost effective manner.”

- Patricia Brissette; VP Legal Affairs, Accedian Networks

Page 3: Strategic Intellectual Property Management€¦ · “The Intellectual Property team at Stratford has been instrumental in helping us achieve our intellectual property strategy, innovation

UNITED STATES:Jordan PynnDirector, Intellectual Property +1 (858) [email protected]

© 2016 Stratford Managers Corporation www.stratfordmanagers.com

STRATEGIC INTELLECTUAL PROPERTY MANAGEMENT OPERATIONS

CUSTOMER TESTIMONIALS

IGNIS has worked closely with Stratford Managers over the last 6 years and appreciates greatly the relationship in place. As a small Canadian company based in Waterloo, Ontario, IGNIS has developed a sizeable Intellectual Property Portfolio. The key to our success has been the strength of our portfolio as our customers, who are also our competition, are the world’s largest display industry players. Ensuring our position in the market place when it comes to Intellectual Property management has been the role of Stratford Managers. Their depth of knowledge and ability to act as our “in house IP support” allows the team to focus more on the continued development of IP and our commercial success. Without Stratford’s support we would lose valuable time ensuring our IP strategy is executed as planned. In the world of IP it’s the smallest things that can trip you up and when you are focused on the end results, it is reassuring to have a knowledge team member who covers your back. For us the Stratford team are a key part of our success.

- Peter Monsberger; CEOIGNIS Innovation Inc.

“Stratford employs world class professionals possessing deep intellectual property experience. When we engaged Stratford four years ago, we were very dependent on them for our overall strategy. They executed flawlessly resulting in over a dozen granted patents won through hard fights against adversaries.”

– Michael Kron; Chairman of the Board ofDirectors, AnywhereCommerce

“The Intellectual Property team at Stratford has been instrumental in helping us achieve our intellectual property strategy, innovation goals, and mechanisms to execute on these goals, with our IP portfolio growing over 200% in our first year working with their team. Stratford continues to be cost-conscious and proactive in their working model and has allowed for maximum protection of our inventions with optimal efficiency and value. Natalie and Jordan have consistently shown dedication and professionalism in their IP management. Working with both internal and external stakeholders, they have created and improved processes and tools for portfolio management, IP strategy and budgeting, forecasting and analysis, inventor incentive programs, and new invention processes and quality control mechanisms.”

– Director of Engineering from a leadingphotonics company

“For over six years, Natalie Giroux and her team at Stratford Managers have proven to be key assets to our organization. Their ongoing involvement as our virtual yet hands-on IP Managers has resulted in the development of a valuable portfolio of intellectual property, and at the same time has allowed our engineers and executive team to keep their focus on delivery. Stratford’s IP team has earned their place as one of our most valued strategic partners. I highly recommend them.”

– Martin Horne, CEO, LiveQoS

Page 4: Strategic Intellectual Property Management€¦ · “The Intellectual Property team at Stratford has been instrumental in helping us achieve our intellectual property strategy, innovation

Stratford Managers is a leading management consulting firm that specializes in helping small and mid-sized businesses achieve their potential. Unlike traditional management consulting firms. Stratford consultants are operationally accomplished senior managers who proactively drive organizations to achieve higher performance – and sustain it. Stratford takes a thorough and pragmatic approach that goes beyond conducting research and providing recommendations, they lean in to deliver results. Stratford Managers brings the experience necessary to help execute plans and achieve desired outcomes.

STRATEGIC INTELLECTUAL PROPERTY MANAGEMENT OPERATIONS

CONTACT US

How Can We Help? Stratford Managers understands that your IP portfolio is one of your company’s most valuable assets. With several years of experience in IP, we develop strategies to foster an innovation minded culture in your organization and optimize the value of your IP portfolio. We can facilitate discussions to help build and execute an IP strategy and assist in identifying the areas that will create the most impact and financial return. Our services are available under various engagement models, on project or retainer basis.

IP Valuation Services IP savvy companies recognize the opportunity to utilize the economic power conveyed by the ownership of patents through licensing, litigation, divestiture and acquisition. Our VIPM Services provide the essential building blocks of the full patent life cycle which includes IP valuation services.

A thorough assessment and strategy demands a holistic understanding of legal, business and technical issues requiring extremely unique resources and skill sets. Our Patent Valuation

services can be leveraged towards several goals, including bolstering your company’s marketing value by providing the following expertise:

• Monetizing underutilized assets• Acquisition and divestiture based on

strategic and non-strategic markets• Providing insight and intelligence on the

value of your and competitor/third partypatents

Custom Reports We offer a number of customized reports for companies looking to dig deeper into the strategy of their portfolio and can be used for portfolio valuation, discovering companies with valuable patents, or determining the likelihood that a portfolio can be successfully licensed or litigated.

If you are interested to learn more about how Stratford Managers can assist in implementing a strategy that suits your business needs and objectives, contact Natalie Giroux at [email protected]