Project EinsteinCase Study for SharePoint and Fast ESPJason ResnickVP Operations CPA Global

Xavier MoreraSenior DevSearch Technologies

17 offices in 8 countries, with

over 1,200 employees

Experience of over 40

years

Clients include world’s largest

corporations and law firms

A Leading Global IP Services company

Manages 34% of the world’s patent

and trademark renewals

Who is CPA?

Founded by attorneys who identified IP outsourcing opportunity

Reduce WasteImprove Quality

Optimize Assets

Innovation Management System

R&D Portfolio Management

IP Creation

Why are so many executives unhappy?

“More than 96% of

innovation efforts fail to

achieve satisfactory ROI by

the standards of the

companies that sponsor

them.”

Larry Keeley, CEO Doblin Inc.

4

Solution Overview

• Key advantages:• FAST ESP powered better, faster results• Accessible search technology • Microsoft SharePoint enabled collaboration,

customization, advanced workflow• Access to Patent Research services

Einstein

CPA created a complete patent research, collaboration and

analytics solution that helps companies enhance innovation,

improve patent quality and better manage risk throughout the

innovation lifecycle.

0%

20%

40%

60%

80%

100%

Einstein

Competitor 1 Competitor 2 Competitor 3 USPTO In House

% R

elev

ant

Hits

Better, faster search results

91%

58% 56%

36%

58%

Einstein

Productivity increases of 30-50%

We’ve combined intelligent people with intelligent technology…

Professional Patent Search

Services

Einstein

…to offer our customers an end-to-end patent search and collaboration solution that enhances corporate innovation and drives ROI from idea to portfolio management.

Unification of Global Service Delivery

Project EinsteinSharePoint Application

Business KnowledgeCPA Global

Technology sideSearch Technologies + Microsoft Consulting Services & MGSI

Built following Microsoft’s Best Practices

Agile & ScrumDesign Pattern: Model View PresenterWeb Parts, Alerts, Web Services, Features, SP Jobs, Lists, SharePoint Solution Generator…By the book

Current Technologies

SharePoint 2007Fast ESP 5.3SQL Server 2008.NET Framework 3.5Windows Server 2008SilverLight Office 2008 & 2003Windows Communication FoundationSharePoint WorkflowsSharePoint Solution Generator

Capabilities of

Project Einstein

Patent, Brevet, 专利 , патент

Research from 90M worldwide patents

Patent SearchingHow do we search such a large volume of

patents? Search Technologies integrated SharePoint 2007 with fast ESP for patent searchingSharePoint 2010 includes fast ESP!

Benefits of fast ESP + SharePoint

Advanced search syntaxNavigatorsKeyword hit highlightingTeaser generationScalabilityCustomizationLightning fast results

Advanced Search Syntax

Users can field limit a search with Fast’s powerful query syntaxSearch by Classification’s

USPC, IPC, EPOSearch by Inventor

Einstein?Search by Legal Status

Valid, invalid, probable expiration date…Now you can perform all advanced queries directly in SharePoint 2010

Out of the box

Fielded SearchHow do we find a needle in a haystack?

Patent searching is a complex processNarrow down your search to get exactly what you needAdvanced search syntax

NavigatorsVisually narrow down results ESP navigators!Refine your search by assignees,

inventors, classification, keywords, families, …

Theme in SharePoint 2007

Project Einstein has a very appealing UIUse a theme to customize look & feel

Themes in SharePoint 2010Reaching out to multiple customers

Apply a Power Point theme with a few clicksEasier to create new themesProject Einstein aimed towards multiple companies and departments

Quickly create look and feel and applyNo need to get direct access to the file system to deploy a theme

Collaboration

Project Einstein has multiple collaboration scenarios

Army of oneComplex combination of lawyers, researchers and technical crew from different companies

SharePoint 2007 provides the ideal working environment

Patent lists, recent searches, saved searches, analytics, discussion boards, picture lists, …

Collaboration in 2010SharePoint workspace

Great new feature in SharePoint 2010Brings Groove into the SharePoint worldPull lists and libraries offline to workResync when back online

Patent Details

Bibliography, description, claims, images, legal status, continuity data, translations, …

Patent Details

Each patent includes a highly complex set of informationViewing a patent must be a very smooth processMake the web experience feel like a Windows application UIHow can this be achieved?

Lots of AJAX!

Patent DetailsAsynchronous post backs

SharePoint 2007 (and earlier) had a lot of post backs and page refreshesNot the user experience we wantSharePoint 2010 introduces asynchronous post backsSome of the advantages

Actions on items do not require full refreshDialogs – no bouncing from page to page!Improved navigation – BIG IMPROVEMENT

Image Browser

View images for all patents worldwide

Patent Scoring - Analytics

Score against thousands of similar patents

Search Results

Fast ESP can help you find patents you are most likely looking for based on your queryBut you need to browse through results and decide exactly which ones you needUser friendly results listHighly customizable

Patent publication number, assignee, publication date, filing date, images

Search ResultsGather data from different sources

Custom code to pull from db and index

Search ResultsBusiness Connectivity Services

QRI pulls data from multiple sourcesSharePoint 2010 allows multiple sources to be viewed as listsEasily create new views for different types of users or rolesAllow to use other types of stores besides SharePoint lists

Blocking issues faced with listsImproved performance

Demo

SharePoint 2007 vs. 2010

Project Einstein is a SharePoint 2007 application2007 is a great platform to build uponMultiple technologies are leveraged by the applicationHowever…New SharePoint 2010 features provide a faster development effort process

Final Thoughts

Patent Research is a complex processFinding a needle in a haystack

Advanced search requiredBeyond simple text search

Compelling user experience given the non-technical nature of users SharePoint 2007 + Fast ESP provide the right framework for Patent ResearchingSharePoint 2010 provides FAST ESP out of the box!

Xavier MoreraSearch Technologies

Q&AJason ResnickCPA Global

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