1. IP Taskforce Conference November 12, 2003 The KM Foundation for IP Capitalization By Doug Crews President Criteria First

2. IP Taskforce Conference November 12, 2003 Knowledge management foundation Good 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

3. IP Taskforce Conference November 12, 2003 The KM Culture Educating 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?

4. IP Taskforce Conference November 12, 2003 Capturing knowledge Document management Records management Content management Message management Collaboration tools Programming repositories IAM / DAM / IP mgt tools Workflow

5. IP Taskforce Conference November 12, 2003 Finding knowledge Internal 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

6. IP Taskforce Conference November 12, 2003 Consolidating Federated searching Searching across all resources in one swoop Pulling results together in one view Categorizing / classifying Summarizing Filtering and selecting Content integration Combining salient explicit results into a coherent view and repurposing to expose new implicit ideas and possibilities

7. IP Taskforce Conference November 12, 2003 Mining for intellectual capital Keyword stemming, morphological, synonyms, lexicon Boolean Naïve Bayse Natural language Conceptual Advanced semantic searching Latent semantic analysis Latent semantic indexing Probabalistic latent semantic indexing

8. IP Taskforce Conference November 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

9. IP Taskforce Conference November 12, 2003 Overcoming intra-cultural barriers People in different departments see things differently and speak with their own terminology.

10. IP Taskforce Conference November 12, 2003 Corporate islands Various departmental cultures speaking different languages Research & Development Sales Professional Services Marketing Customer Service Human Resources

11. IP Taskforce Conference November 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.

12. IP Taskforce Conference November 12, 2003 It’s all about your people People Education Processes Tools Leadership

13. IP Taskforce Conference November 12, 2003 Leadership Shared language / Common vocabulary Trust Influence and importance of informal knowledge- networks Risks / Boundaries Effects of boundaries By example

14. IP Taskforce Conference November 12, 2003 Thanks … questions? Doug Crews Criteria First Managing content for knowledge sharing 972-492-4428 www.criteriafirst.com dcrews@criteriafirst.com