On-Site Services

One-on-one meetings to evaluate current process. 

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

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 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 

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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