One-on-one meetings to evaluate current process. 

 

Recommend solutions to integrate process using current software & database tools.

 

 Individualized one on one and team training which includes: 

 

Intellectual Property training for data managers

 

Technology Transfer training for data manager

 

Collaborate with database developers I/T department to set up database related tools such as: 

  • E-Mail manager, Inventor Portal, Sentinel Manager, iEdison, Agreement Portal, Technology Publisher, the Outlook Plug-in 

On-Site Services

One-on-one meetings to evaluate current process. 

 

Recommend solutions to integrate process using current software & database tools.

 Individualized one on one and team training which includes: 

 

Intellectual Property training for data managers

 

Technology Transfer training for data manager

 

Collaborate with database developers I/T department to set up database related tools such as: 

  • E-Mail manager, Inventor Portal, Sentinel Manager, iEdison, Agreement Portal, Technology Publisher, the Outlook Plug-in 

Admin Training 

Analytics and Metrics Dashboards 

 

Technology Publisher setup and roll out 

 

Email Manager – Subject line mail tags and process for utilizing them

 

Inventor Portal including Invention Disclosure back fill and user record uploads 

 

Sentinel Rules and best practices for using them

 

IEdison Reporting integration tool

 

Best practices and setup of User Defined Field 

 

Patent Prosecution and Maintenance Fee Activities (for individual countries) 

 

Reimbursable Rules 

 

Payable 

 

Receivables 

 

Revenue Distribution 

 

Form Letter templates

 

User Groups/Security Collections 

Off-Site Services

Beginning, Intermediate & Advanced Training on Admin Console and Database tool 

Record audits 

  • Provide sheet listing each record and any issues found​

  • Provide opportunities for improved processes

 

Data Management/Input 

 

Data Clean-up  

 

Step-by-Step guide(s) (SOP’s) specific to your site & data  

 

Color-coded process flow-chart by team responsibility 

 

Ongoing Q & A sessions with examples, via T/C, Email or screen sharing

 

Detailed report and Dashboard setup 

 

CPI/CPA Export Tool 

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