• IPM OVERVIEW
• :: Introduction
• :: Matters Management
• :: Docket Management
• :: Portfolio Management
• :: Reporting
• :: Research Workbench
• :: Workflow
• :: On-Demand Webcast

Portfolio Management

Maintain IP data, documents and strategic valuation.

Portfolio Management, designed for R&D and Marketing roles, provides features and functions for maintaining, managing and monitoring the IP portfolio. Within Portfolio Management users can:

• Assign IP value and align with business strategy;
• Manage status of IP for inclusion in portfolio;
• Add business value to IP by associating materials, BOMs, Recipes, etc. from the enterprise system;
• Request registration dockets for new assets;
• Monitor age and performance of portfolio;
• Create/edit relevant data, documents and graphics.

Portfolio Management Interface

(top) Screen illustrates the basic data view of an IP object, including design specimen. (bottom) Cropped screens from the valuation tab show the market-industry-value assignment.