Project Management
Challenges for IP projects
Lucy Antunes (CAS IP Services, USA)
Muriel Bourgeois – Tassanary (MT-IP Consulting, France)
AI-SDV 2021 - Nice
Project Management Challenges for IP projects
AGENDA
✓ Introduction
✓ Skills set
✓ Activities management
✓ Things to manage with IP Projects
✓ Reputation
✓ Conclusion – Q/A
AI-SDV 2021
2
Project Management Challenges for IP projects
AI-SDV 2021 3
Being an IP manager in a multinational company, SME or a single
consultant on your own, the same questions arise on how
to manage your projects portfolio with the most efficient balanced
risk objective.
At the end of the day, "Make your actions reflect your words"*
*Extracted from Severn Suzuki’s speech at the U.N. Earth Summit in Rio de Janeiro, 1992.
Lucy Antunes
 QPIP n° 0004
 Senior Searcher at CAS IP Services
 Chair of Selection Board for the
International Patent Information Award
 Past Chair PIUG
 Founding member of IPI-ConfEx and PIUG
Annual Conferences
 Certification in Intellectual Asset
Management
 25+ years IP experience in major
multinational companies
Muriel Bourgeois - Tassanary
 QPIP n° 0057
 Vice-President CFIB (Club Francophone
d'Information Brevet)
 Chair of CEPIUG (Confederacy of European
Patent Information User Groups)
 Founder of MT-IP Consulting (Management,
Organisation, IP information)
 Master in Intangible Assets Management
 30+ years IP experience in major
multinational companies
AI-SDV 2021 4
Background
AI-SDV 2021
5
Required skills set
Make sure you comply with expected skills set from your internal/external client
✓ Legal aspects
✓ Search aspects
✓ Soft skills
Continuous education available!
Enrol in a professional association or user group!
Expertise comes with experience and networking exchanges!
Develop self-confidence
Hiding Lying
AI-SDV 2021 6
Activities Management
➢ Resources
✓ Human
✓ Financial
✓ Sources
✓ Time!
➢ Us vs. Them
✓ Outsourcing
✓ Partnerships
✓ Augmented intelligence (assisted search, semantics, AI tools...)
➢ Priorities
✓ Definition of a standard schedule
✓ Save slots for unexpected emergencies
✓ Clear definition of "urgent" matter // evaluation of real deadlines
organize yourself to avoid non-
productive work overload and induced stress
AI-SDV 2021 7
Things to manage with IP Projects
➢ Types of IP
✓ Patents
✓ Trademarks
✓ Copyrights
✓ Trade secrets
➢ Key information
✓ Dates
✓ Classification
✓ Ownership
✓ Legal Status
✓ Images
✓ Citations
✓ Legal Scope and coverage (claims)
✓ Costs (legal fees, filing fees, annuities)
✓ Return on investment (royalties, licenses)
AI-SDV 2021 8
Reputation
➢ The art of saying "no"
✓ Recognition of your expertise = trust
✓ "NO" is not an answer
✓ When encountering issues, always provide workarounds, schedule
amendments or counterproposals with transparency
➢ Tips
✓ To be yourself well considered, treat your suppliers, stakeholders,
subcontractors, customers and peers fairly
✓ Word of mouth remains the best business card
✓ Apply to yourself all codes of conduct you expect from your counterparts
AI-SDV 2021 9
And you, what would you
do to succeed?

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AI-SDV 2021: Lucy Antunes; Muriel Bourgeois Tassanary - Project Management Challenges for IP Projects

  • 1. Project Management Challenges for IP projects Lucy Antunes (CAS IP Services, USA) Muriel Bourgeois – Tassanary (MT-IP Consulting, France) AI-SDV 2021 - Nice
  • 2. Project Management Challenges for IP projects AGENDA ✓ Introduction ✓ Skills set ✓ Activities management ✓ Things to manage with IP Projects ✓ Reputation ✓ Conclusion – Q/A AI-SDV 2021 2
  • 3. Project Management Challenges for IP projects AI-SDV 2021 3 Being an IP manager in a multinational company, SME or a single consultant on your own, the same questions arise on how to manage your projects portfolio with the most efficient balanced risk objective. At the end of the day, "Make your actions reflect your words"* *Extracted from Severn Suzuki’s speech at the U.N. Earth Summit in Rio de Janeiro, 1992.
  • 4. Lucy Antunes  QPIP n° 0004  Senior Searcher at CAS IP Services  Chair of Selection Board for the International Patent Information Award  Past Chair PIUG  Founding member of IPI-ConfEx and PIUG Annual Conferences  Certification in Intellectual Asset Management  25+ years IP experience in major multinational companies Muriel Bourgeois - Tassanary  QPIP n° 0057  Vice-President CFIB (Club Francophone d'Information Brevet)  Chair of CEPIUG (Confederacy of European Patent Information User Groups)  Founder of MT-IP Consulting (Management, Organisation, IP information)  Master in Intangible Assets Management  30+ years IP experience in major multinational companies AI-SDV 2021 4 Background
  • 5. AI-SDV 2021 5 Required skills set Make sure you comply with expected skills set from your internal/external client ✓ Legal aspects ✓ Search aspects ✓ Soft skills Continuous education available! Enrol in a professional association or user group! Expertise comes with experience and networking exchanges! Develop self-confidence Hiding Lying
  • 6. AI-SDV 2021 6 Activities Management ➢ Resources ✓ Human ✓ Financial ✓ Sources ✓ Time! ➢ Us vs. Them ✓ Outsourcing ✓ Partnerships ✓ Augmented intelligence (assisted search, semantics, AI tools...) ➢ Priorities ✓ Definition of a standard schedule ✓ Save slots for unexpected emergencies ✓ Clear definition of "urgent" matter // evaluation of real deadlines organize yourself to avoid non- productive work overload and induced stress
  • 7. AI-SDV 2021 7 Things to manage with IP Projects ➢ Types of IP ✓ Patents ✓ Trademarks ✓ Copyrights ✓ Trade secrets ➢ Key information ✓ Dates ✓ Classification ✓ Ownership ✓ Legal Status ✓ Images ✓ Citations ✓ Legal Scope and coverage (claims) ✓ Costs (legal fees, filing fees, annuities) ✓ Return on investment (royalties, licenses)
  • 8. AI-SDV 2021 8 Reputation ➢ The art of saying "no" ✓ Recognition of your expertise = trust ✓ "NO" is not an answer ✓ When encountering issues, always provide workarounds, schedule amendments or counterproposals with transparency ➢ Tips ✓ To be yourself well considered, treat your suppliers, stakeholders, subcontractors, customers and peers fairly ✓ Word of mouth remains the best business card ✓ Apply to yourself all codes of conduct you expect from your counterparts
  • 9. AI-SDV 2021 9 And you, what would you do to succeed?