Intellectual Property and Innovation Best Practices Benchmark Reports
ipPerformance conducts numerous best practices studies annually. They cover all aspects of the intellectual property property. Our studies are designed to be comprehensive and provide performance insights. All surveys are approved by the ipPerformance Corporate Intellectual Property Leadership Advisory to ensure the most relevant questions are asked. All benchmark reports include a briefing session to discuss and answer questions. .
Benchmark Reports Overviews
Intellectual Property Legal Process Outsourcing
Intellectual Property Department Budgeting and Cost Management
International Inventor Remunerations and Management
Trade Secret Management Practices
Detail Outlines of the reports are available upon request.
This study focused on outsourced activities conducted by nonemployees outside the company’s domestic or operational country (aka offshoring) for the purposes of achieving cost savings or not increasing headcount. However, we did not include work done on foreign applications by foreign associates.
Our Intellectual Property Legal Process Outsourcing Practices Benchmark Study took a comprehensive, global look at best practices for selecting and managing the activities outsourced. In other words, identify the IP operations that were successfully outsourced and best practices for managing relationships. We identified and investigated nine major IP operations, which included sixty-one activities.
Corporate Intellectual Property Law Departments – Patent Operation
The Intellectual Property Law Department Patent Operation study confirms that company IP department personnel resources and structure affect the department efficiencies and ROI on R&D spending. In this comprehensive study, innovation-driven companies shared operational costs, staffing and attorney responsibilities, patent filing strategies, and performance metrics. This report covers the following topics: – Intellectual property business structure and governance – Intellectual property asset management team – Patent activities in last fiscal period – Patenting activity changes – Patent/technology enforcement & disputes activities – Provisional patent filing – Patent portfolio size and vitality – Staffing – Worldwide staffing and locations – Department performance – Operational costs and budgeting – Inside patent attorney/agent workload – Patent attorney responsibilities – Inside patent attorney/agent patent preparation and prosecution support – R&D activities – Litigation activity and costs – Intellectual property performance metrics and ratios – Intellectual property department personnel compensation
Recognized participants include: Praxair, Sasol Limited, FrieslandCampina, Flextronics, Deere & Company, Nike, Adobe, USG, Sun Chemical, NOVA Chemicals Inc., Symantec, Zebra Technologies, Freescale Semiconductor, Electrolux, ArjoHuntleigh, Micro Encoder , Sisecam, Bombardier Aerospace, Green Mountain Coffee Roasters, Institut Straumann AG
Go to Download Center for the overview.
Outside Counsel Costs, Cycle-time and Quality Management
The Intellectual Property Law Department: Outside Counsel Costs, Cycle-time and Quality Management study confirms that law firm management varies widely across companies, but there are best practices for managing law firm relationships to achieve high quality.
IP Program Performance Metrics Benchmark Scorecard
Ninety-seven intellectual property program performance metrics are assembled in this report. Metrics are organized into eight operational and strategic perspectives.
Contact us to learn about our Intellectual Property Program Balanced Scorecard.
Developing Intellectual Property Strategies and Performance Metrics
Table of Contents 1. The Role of IP in Company Strategy & Culture 2. Technology and Competitive Insights 3. IP Strategy Development 4. Business Management Participation and Oversight 5. Performance Metrics 6. Licensing Strategy 7. Business & Organizational Data 8. Appendix: Noteworthy Analysis and Elaborations
Recognized participants include:Symantec, Cytec Industries Inc., Zebra Technologies, Sun Chemical Corporation, Valmet
33 companies participated
Inventor Rewards and Recognition Report
The Inventor Rewards and Recognition Programs (IRRP) Best Practices Benchmark Report includes quantitative data from a survey of 68 innovation-driven companies across 24 major industries. This information will show you how to create a winning reward and recognition program and avoid the mistakes made by others. In the report, IP and HR leaders share what does, and does not, work.
What will your learn
- Which intellectual property events are most awarded and which awards are most effective
- The dollar amounts awarded for each IP event
- The functions responsible for managing, monitoring, and promoting the inventor rewards and recognition program
- Total amounts paid out for various patent types (non-provisional, provisional and design)
- The rewards and recognition offered by top-performing companies
- The rewards and recognition offered by companies, based on company size and innovation activity levels
- The number of awards peer companies offer
- Practices for handling international remuneration compliance
- The average program cost and cost per inventor
- The diversity of awards from a significant cross-industry sample
- The frequency that companies review and revise their IRRP
- Recent IRRP changes companies have made and measurable results
- Recognitions reported as most significant impact
Recognized participants include: Sika, Symantec, Cytec Industries Inc., Zebra Technologies, Wolfson Microelectronics, Polaris Industries Inc., ARM Limited, Carestream Health, Vesuvius USA, Northrop Grumman, Qualcomm, NetApp, ITT Corporation, Caterpillar, Nestle Oil, Praxair
Go to Download Center for the overview.
Patent Intelligence – Search and Analytics
Patent intelligence is vital to organizations that have strategy-driven patent programs and those that want to mitigate patent infringement risks. At an increasing rate, companies are using patent intelligence to make research and development decisions, anticipate competitor technology plans, develop licensing strategies, and establish comprehensive technology road maps. This study can help executives learn how leading organizations use patent data to drive strategy and market success. To determine how best-in-class companies proactively manage their patent intelligence functions to sustain efficiency and profitability, ipPerformance researched several major topic areas: 1. Creating and communicating patent research value 2. Optimal structure and alignment 3. Critical uses 4. Key primary and secondary intelligence systems 5. External resource satisfaction This report covers the following topics: – Organization internal patent intelligence support – Patent intelligence systems tools – Systems/tools satisfaction – Outsourcing of patent intelligence (search and analytics) – Service provider experience and satisfaction – Competitor threats and opportunities monitoring – Preferences and opportunities Recognized participants include: Zebra Technologies Corporation, Visa, Tessera, Scil Proteins, Sasol, PepsiCo, Nova Measuring Instruments Ltd, Kimberly-Clark, ITT Corporation, GE, Cytec Industries Inc., Crown Packaging
Corporate Intellectual Property Law Departments – Managing Law Firm Cost and Quality (2013)
This ipPerformance report provides a comprehensive review of IP leader actions to handle the impact of the America Invents Act. In this comprehensive study, innovation-driven companies shared detailed law firm activity costs, management and assessment practices, selection methods, operational costs, staffing and attorney responsibilities, patent filing strategies, and performance metrics. The analysis is a compilation of responses from 56 companies. This report covers the following topics: – IP law firm preparation and prosecution – Current trends in IP law firm usage – Time and efficiencies – Alternative/fixed fee arrangements experience – Hourly rates – Law firm costs averages – Methods for improving cost and performance – Managing costs – Legal process outsourcing strategies
Recognized participants include: AstenJohnson, Google, Deere & Company, Nissan North America, Polaris, Baker Hughes, Dow Corning, Sun Chemical Corporation
America Invents Act Impact on Patent Operations (2013)
This ipPerformance report provides a comprehensive review of IP leader actions to handle the impact of the America Invents Act. This report provides you with detailed analysis and actionable insights from 42 companies. The focus is on how companies have approached practices most affected by the new provisions. Following are some of the questions investigated: – What patent procurement process changes are being made? – What are the changes to disclosure policies? – Are companies changing their use of inventor notebooks? – How have companies adapted their program to increase USPTO costs? – How are IP Leaders viewing the secret sale? – What is the most significant impact of pre- and post-grant processes? This report covers the following topics: – First inventor to file – Disclosure (Section 102) – Cost management and impact on budget – Post-grant or inter partes review processes – Inventor notebook usage – Patent monitoring and searching activities – Virtual marking – Prior user rights
Intellectual Property Training Programs
Corporate intellectual property training is considered to be a key factor in driving up invention disclosures and patent program support. By revealing quantitative results from a survey of 38 corporations, the Intellectual Property Training Best Practices Benchmark Report will show you how to create a highly effective training program that will lead to strengthening employee knowledge and hence increase innovation activity. This report covers the following topics: – Intellectual property stakeholder knowledge – Intellectual property program governance and purpose – Delivery and awareness – Measuring effectiveness and program satisfaction – Corporate training integration and intellectual property training responsibility – Budget (ownership and amount) – Company business data
Recognized participants include: Sasol, Flextronics, Sun Chemical, Futuragene Ltd, Dow Corning, Appear, All Clear Diagnostics, Novozymes A/S, Bank of America
Go to Download Center for the overview.
Corporate Trade Secret Management and Proprietary Information Management
ipPerformance Group has gathered trade secret and proprietary information management policies and best practices from 33 IP-driven companies. This is the most comprehensive proprietary analysis for trade secret and proprietary information protection practices ever collected. You can be confident using our guide as the definitive source of benchmarking and best practices data. This report covers the following topics: – Trade secret management responsibility – Trade secret audits – Identification and classification processes – America Invents Act – Training – Misappropriation and loss incidents – Cybercrime and advanced persistent threats (APT) – Executive support – Employee communication – Trade secret management software tools – Trade secret management-methods Recognized participants include: Freescale Semiconductor, Owens Corning, NOVA Chemicals, Clorox, Dow Corning, Oclaro, Praxair, Celanese, IBM Corp. Swagelok, Eaton, Sasol Go to Download Center for the overview.
America Invents Act Impact on Patent Operations (2012)
This ipPerformance Report provides a comprehensive review of IP leader actions to handle the impact of the America Invents Act. It provides you with detailed analysis and actionable insights that will enable you to evaluate and compare your patent filing strategies, patent department expense budget decision making, and patenting practices. The analysis is a compilation of responses from 42 companies. This report covers the following topics: – First inventor to file – Disclosure (Section 102) – Cost management and impact on budget – Post-grant or inter partes review processes – Inventor notebook usage – Patent monitoring and searching activities – Virtual marking – Prior user rights Go to Download Center for the overview.
Intellectual Asset Management Software Solutions
ipPerformance provides a comprehensive review of the leading enterprise intellectual asset management (IAM) software solutions. This is the only report that provides you with detailed customer satisfaction feedback. It includes software functionality and design, vendor services and support capabilities, and product strengths and weaknesses. While it is important to evaluate IAM solutions with detailed product requirements and feature demonstrations, learning about actual customer experience is vital to the selection process and can reduce the risk and expense of a bad selection. Detailed analysis for IAM software systems: Anaqua, CPA Memotech, CPA Foundation IP, CPI, Lecorpio and Thomson IP Manager. Brief reviews for IAM software systems: Innovation Asset Decipher and CPA Ipendo. This report covers the following topics: – Product strengths and weaknesses – Software functionality satisfaction ratings – Key benefits – How satisfied are companies with vendor support? – Which product capabilities are companies more satisfied with? – Key reports for updating management – Key reports for tracking reports track department activity or make department decisions – Capabilities companies are looking for in new or replacement software …
Trademark Management and Operations Best Practices
ipPerformance Group conducted its Trademark Management & Operations study to assess the current state of best practices and use of technology within global brand-driven companies. We interviewed legal and trademark department personnel who have responsibility for managing, processing, and/or executing activities throughout the life cycle of trademarks from a broad range of enterprises. We selected participant companies based on relative size in their industry, significance of trademark portfolio, and their eminence in managing brands. Topics of the questionnaire used for each interview covered the entire intellectual property life cycle—strategy, organization, processes, and systems—as well as the technology tools deployed by each company. While the number of companies involved does not provide for statistically significant data interpretation, the results of this study, summarized in this report, provide valuable insights into the practices of these leading intellectual property companies. Additionally, valuable information is contained in statements by interviewees that provide even more information on industry practices outside of the scope of the specific companies and topics involved in the study. Go to Download Center for the overview.
Inventor Rewards and Recognition Programs (2011)
How important are Inventor Reward and Recognition Programs (IRRP) in promoting and cultivating innovation and inventiveness? What are the most important elements of these programs in innovative companies? The 2011 Inventor Rewards and Recognition Programs benchmark report provides valuable insights on IRRP best practices, including – IRRPs for companies across industries – How important rewards are in motivating inventors – The most important characteristics or attributes that make an organization’s IRRP effective – The effects of programs overall – The importance of financial versus non-financial rewards – The types of rewards used per type of innovative practice and or milestone – Financial amounts and caps on amounts per type of innovative practice and/or milestone Learn what types of recognition are being used for the following types of milestones in companies: invention disclosure, initial patent filings, patent grants (utility or process), patent grants (design), trade secrets, defensive publications, provisional patent applications, and licensed-in technology. Key Subjects – How important awards are to motivating inventors —why they are important – Reasons for having a program and the effects of not having a program – Types of rewards used for inventors including financial versus non-financial – Use of multi-tier, accrual, or graduated incentive rewards and their importance – Challenges to programs – Location of program in companies Sample metrics – Importance of types of awards to inventors and motivation – Levels of financial awards used including bonus amounts for significant commercial success – Extra incentive methods used – Frequency of recognition events – Degree of R&D involvement/performance linkage to program Participants: 136 Companies, 24 Major Industries
Intellectual Property Law Department Patent Operations (2011)
How are IP Departments staffed? How are they managing internal costs and law firm costs? How are they adapting their patent filing strategies to meet cost pressures? The Intellectual Property Law Department Patent Operations benchmark report provides valuable insights regarding department expenses and professional and non-professional staffing, patent attorney workload, and outside counsel trends including costs and usage of innovation-driven companies. Key subjects: – Attorney and patent liaison workload – IP/patent department staffing – US and worldwide spending – Outside counsel usage and costs – Patent preparation workflow cycles Sample metrics: – Patent attorney-to-staff ratio – Average patenting costs – Patent attorney workload and responsibilities – Patent attorney and patent liaison activity — time spent – R&D-to-patent department ratios – Outside counsel – use and costs Participants: 59 Companies, 16 Major Industries
Intellectual Property Management (Strategy, Operations, People, Tools)
An extensive look into the complete lifecycle of intellectual property management. The Strategic Intellectual Property Management Best Practices report is the most comprehensive investigation into all aspects of intellectual property management. It provides valuable benchmarking, metrics, and qualitative information that can be used by a diverse group of corporate management. Key subjects: – The role of intellectual property strategy – Technology development and innovation – Intellectual property operations – Intellectual property management – Trade secrets – Resources – Intellectual property strategy – Licensing management – Litigation and enforcement – Patent quality – Operational and strategic metrics Participants: 112 Companies, 16 Major Industries Sponsors: S.C. Johnson & Son, Inc., International Truck Company, 3M Company, Air Products and Chemicals, Inc., Affymetrix, and International Truck & Engine Corporation.
Strategic Intellectual Property Planning, Metrics, and Tools
Intellectual property is playing an ever-greater role across industries and markets. Leading companies are developing comprehensive strategies with performance measures to evaluate their success. This study provides significant insights into strategy considerations for managing and monetizing intellectual property, and identifies the roles that participate in planning them. Key subjects: – Methods for calculating patent value – Patent strategy success measures – Effectively managing intellectual property portfolio – Measures used to gain management support – Intellectual property management software tools Participants: 112 Companies, 16 Major Industries Recognized participants include: Steelcase Inc., Wm. Wrigley Jr., Elekta Instrument AB, Pratt & Whitney, The Dow Chemical Company, Stryker Orthopaedics, Nestle Purina, BD Medical, Brady, Swagelok Company, Abbott Laboratories, Navistar, Inc., Praxair Technology, Inc., Caterpillar, and Freescale Semiconductor.
Intellectual Property Law Department Operations and Metrics
The Intellectual Property Law Department Operations and Metrics benchmark report provides valuable insights regarding department expenses and professional and non-professional staffing, patent attorney workload, and outside counsel trends of innovation-driven companies. Key subjects: – Attorney and patent liaison workload – IP/patent department staffing – US and worldwide spending – Outside counsel usage and costs – Patent preparation workflow cycles Sample metrics: – Patent-attorney-to-staff ratio – Average patenting costs – Patent attorney workload and responsibilities – Patent attorney activity — time spent – R&D-to-patent department ratios – Outside counsel — use and costs Participants: 113 Companies, 23 Major Industries Recognized participants include: Kimberly-Clark, Affymetrix Inc., Deere & Company, Caterpillar, Praxair Technology, Inc., Palm, Inc., Eastman Chemical Company, S.C. Johnson & Son, Inc., and Lexmark.
Inventor Rewards & Recognition Programs Best Practices
Inventors are motivated by company incentive and recognition programs. This report provides you with a thorough review of comprehensive inventor rewards and recognition programs. The report includes detailed analysis of the program characteristics that have proven to have positive results. It reviews the variety of approaches that world-class companies take and confirms the effectiveness of those programs. The report presents proven methods for increasing the quality and value of existing programs and will help executives create new and highly effective inventor incentive programs to achieve the results needed during these turbulent times. Key subjects: – Inventor reward and recognition program structures – Financial award values – Non-financial recognition – Extraordinary awards (e.g., annual, success, inventor of the year) – International management and harmonization – Program objectives and performance metrics – Promotional methods – Program costs – Program management Participants: 221 Companies, 16 Major Industries Recognized participants include: Caterpillar, Nestle Purina, Boston Scientific, Halliburton, Ford Motor Company, Deere & Company, Freescale Semiconductor, Praxair Technology, Inc., Eastman Kodak, Sharp Electronics Corporation, and The Clorox Company.
Intellectual Property Training Best Practices
The IP Training Program Best Practices Survey was conducted among IP leaders representing 23 major industries. Survey participants were questioned on a range of topics, including curriculum, program management and budgeting, delivery methods, effectiveness on employee and senior management IP knowledge, and program goals and objectives. Participants: 49 Companies, 16 Major Industries Recognized participants include: Teradyne, Inc., Lam Research, Praxair, ASM International NV, Freescale Semiconductor, Deere& Company, Sasol, and JohnsonDiversey. Go to Download Center for the overview.
Intellectual Property Department Cost Management
ipPerformance Group compiled a unique view into how companies are adjusting to the economic downturn. This study will provide you with insights on widespread changes companies have made and the results of those changes. It explores how companies have revised their patenting strategies to meet budget conditions. Report topics include: – How companies are adapting to the current economic and financial climate – Cost reduction efforts and impacts – Changes in filing strategies – Preparation and prosecution costs – IP/Patent department staffing – Outside counsel usage, fee structure, and costs Go to Download Center for the overview.
Intellectual Property Portfolio Management Shootout Results
In the ipPerformance Group report, Shootout Vendors in Intellectual Property Portfolio Management Software Applications, ipPerformance Group organizes assessments made by intellectual property leaders from Fortune 500 companies. Highlighted vendors include CPA Global,Innovation Asset Group, and Thomson IP Management Systems. ipPerformance Group gathered and analyzed feedback from corporate intellectual property leaders as they evaluated the capabilities of the CPA Memotech, Thomson IP Manager, and Innovation Asset Group Decipher applications. We evaluated these results as they relate to study subjects’ portfolio management and business productivity. The research found that each vendor offered unique and valuable user experiences and capabilities. On average, participating IP leaders rated the Decipher solution more favorably for being able to look at the current state of their IP portfolio and their IP portfolio approach. Thomson IP Manager was more favorably rated for its capabilities in looking at future directions and identifying gaps and weaknesses. Memotech was rated highly for identifying portfolio costs and identifying the linkage between products and patents. These findings are based on a business intellectual property portfolio management capability measurement framework developed by ipPerformance Group. Go to Download Center for the overview.
Patent Search and Analytics — Tools and Services
ipPerformance investigated patent analytics programs best practices. This report details internal resources and methods, as well as the purpose of and approach to outsourcing to external services providers. Key subjects: – Most popular content providers and analytics tools – User satisfaction and most valuable features – Effective analysis reports for management – Most prevalent objectives and activities – Third party services performance and improvements – Popular content and analytics tools Participants: 105 companies, 15 major industries Recognized participants include: Weyerhaeuser NR Company, Agilent Technologies, Eastman Chemical Company, Air Products and Chemicals, Inc., Praxair Technology, Inc., Suncor Energy, The Dow Chemical Company, Deere & Company, and Kimberly-Clark. Go to Download Center for the overview.