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Intellectual Property Senior Vice President
Tom Mataconis
#CGInsight I @InspiredbyCG
INSPIRED TO HELP YOU SUCCEED 2 © 2015 Carlisle & Gallagher Consulting Group, Inc., an NTT DATA Company. Proprietary and Confidential.
The CG Experience CG serves the largest financial services organizations in the U.S. We bring assets to the table that accelerate mobilization and add quality to our execution.
We are a business and technology consulting firm focused exclusively on the financial services industry.
We have 18 practice areas which address all lines of financial services.
#CGInsight I @InspiredbyCG
INSPIRED TO HELP YOU SUCCEED 3 © 2015 Carlisle & Gallagher Consulting Group, Inc., an NTT DATA Company. Proprietary and Confidential.
How We See Assets CG has been focusing on generating and protecting IP and assets that differentiate us in the market and accelerate our client work.
Community Build out each practice to have subject-specific assets that show depth and breadth of expertise across all financial areas
Clients Go beyond client expectations by
accelerating ramp up of engagements, in order to decrease costs and
increase efficiency
Collateral Encourage practice and employee development by enlisting volunteers to develop and harvest
assets
#CGInsight I @InspiredbyCG
INSPIRED TO HELP YOU SUCCEED 4 © 2015 Carlisle & Gallagher Consulting Group, Inc., an NTT DATA Company. Proprietary and Confidential.
Assets by Category CG-specific IP groupings used to designate security permissions within our content platform.
66%
Built to help improve our services and our ability to deliver them more effectively and efficiently
23%
10 %
Tools & Accelerators Research & Thought Leadership Intellectual capital that is broadly distributed and can be used for external purposes
Critical IP Trade Secrets Intellectual assets that provides CG with a marketable competitive advantage
#CGInsight I @InspiredbyCG
INSPIRED TO HELP YOU SUCCEED 5 © 2015 Carlisle & Gallagher Consulting Group, Inc., an NTT DATA Company. Proprietary and Confidential.
Standard Classifications National and international methods of protection for various forms of IP.
1. Copyright │ copy·right │ Protection over the original works of authorship, including, literary, dramatic, musical and intellectual
2. Trademark │ trade·mark │ A word, name, symbol or device that is used in trade with goods to indicate the source of the goods and to distinguish them from the goods of others
3. Trade Secret │ trade·secret │ Any confidential business information which provides an enterprise a competitive edge
4. Patent │ pat·ent │ Grant of a property right to the investor, issued by the U.S. Patent and Trademark Office. A patent grants the right to exclude others from making, using, offering for sale, selling of importing invention
#CGInsight I @InspiredbyCG
INSPIRED TO HELP YOU SUCCEED 6 © 2015 Carlisle & Gallagher Consulting Group, Inc., an NTT DATA Company. Proprietary and Confidential.
Patent
Research & Thought Leadership
Tools & Accelerators
Critical IP
Trademark Copyright
Aligning Assets How national classifications align to the different CG categories.
Trade Secret
#CGInsight I @InspiredbyCG
INSPIRED TO HELP YOU SUCCEED 7 © 2015 Carlisle & Gallagher Consulting Group, Inc., an NTT DATA Company. Proprietary and Confidential.
CG’s Process for Security CG takes extensive steps to ensure security protocols are met.
Library Audits Specific Language in SOWs
Intellectual Property Logs
2 1 3
#CGInsight I @InspiredbyCG
INSPIRED TO HELP YOU SUCCEED 8 © 2015 Carlisle & Gallagher Consulting Group, Inc., an NTT DATA Company. Proprietary and Confidential.
Moving Forward Three tips to help build out the right assets to enhance your firms value.
01 Asset Harvesting
02 Asset Strategy by Practice
03 Proactive Asset Consideration in External Materials
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Carlisle & Gallagher Consulting Group, Inc. Contact Us
Carlisle & Gallagher Consulting Group, Inc. 5601 Granite Parkway, Suite 1000, Plano, TX 75024 O: 704.936.1600 | [email protected] www.carlisleandgallagher.com | @InspiredbyCG
Tom Mataconis │ Senior Vice President E: [email protected]
