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IP Taskforce ConferenceNovember 12, 2003
The KM Foundation for IP Capitalization
By
Doug CrewsPresident
Criteria First
IP Taskforce ConferenceNovember 12, 2003
Knowledge management foundationGood KM practices lead to the identification of
intellectual capital
Intellectual capital may be elevated to become an intellectual asset
Intellectual assets can possibly be cultivated and processed into intellectual property
IP Taskforce ConferenceNovember 12, 2003
The KM CultureEducating your employees
Noting the value of knowledge sharing
Using the tools available for capturing and sharing salient information
Identifying IC and potential IP
What to do when you see such potential
What systems and processes support this?
IP Taskforce ConferenceNovember 12, 2003
Capturing knowledge Document management
Records management
Content management
Message management
Collaboration tools
Programming repositories
IAM / DAM / IP mgt tools
Workflow
IP Taskforce ConferenceNovember 12, 2003
Finding knowledgeInternal resources
• DM, CM, RM, CRM, BI, competitive databases
Subscription resources
• Dialog, Lexis/Nexus, IP Café, Gartner, STN, …
Internet Resources
• IBM Patent database, USPTO, Google
Monitoring internet resources for pending or potentially infringing patents for conflict, overlap, and royalties
IP Taskforce ConferenceNovember 12, 2003
Consolidating Federated searching• Searching across all resources in one swoop• Pulling results together in one view• Categorizing / classifying• Summarizing• Filtering and selectingContent integration• Combining salient explicit results into a
coherent view and repurposing to expose new implicit ideas and possibilities
IP Taskforce ConferenceNovember 12, 2003
Mining for intellectual capitalKeyword
stemming, morphological, synonyms, lexiconBooleanNaïve BayseNatural languageConceptualAdvanced semantic searching• Latent semantic analysis• Latent semantic indexing• Probabalistic latent semantic indexing
IP Taskforce ConferenceNovember 12, 2003
Connecting people Information should be easily traced to
originators, contributors, and implementors.
Obvious links to persons at every juncture
Expertise location
Profiles centrally managed• LDAP / Active Directory
Profiles in each system• CRM, Content systems• Dynamic organization charting with profile
IP Taskforce ConferenceNovember 12, 2003
Overcoming intra-cultural barriersPeople in different departments see things differently and speak with their own terminology.
IP Taskforce ConferenceNovember 12, 2003
Corporate islands Various departmental cultures speaking
different languages
Research & Development
Sales
Professional Services
Marketing
Customer Service
Human Resources
IP Taskforce ConferenceNovember 12, 2003
Limits of technology You can capture knowledge as latent intellectual capital, but it takes trained, observant people to refine it into an asset and a process to transmute such assets into intellectual property.
IP Taskforce ConferenceNovember 12, 2003
It’s all about your people People
Education
Processes
Tools
Leadership
IP Taskforce ConferenceNovember 12, 2003
Leadership Shared language /
Common vocabulary
Trust
Influence and importance of informal knowledge-networks
Risks / Boundaries
Effects of boundaries
By example
IP Taskforce ConferenceNovember 12, 2003
Thanks … questions?
Doug Crews
Criteria FirstManaging content for knowledge sharing
972-492-4428
www.criteriafirst.com
dcrews@criteriafirst.com
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