IPAS Business Processes and Workflows€¦ · Workflows Gregory Sadyalunda Project Manager, IP...
Transcript of IPAS Business Processes and Workflows€¦ · Workflows Gregory Sadyalunda Project Manager, IP...
IPAS Business Processes and
Workflows
Gregory Sadyalunda
Project Manager, IP Offices Business Solutions Division
Pillars of Business processes & Workflow
automation
Institutional framework
legal framework
ICT infrastructure
Business level
61
Institutional Framework
Effective departmental/functional-areas
coordination
Centralized, accountable modernization
authorities
Direct, regular access of modernization
authorities to the leadership of the IPO
62
Legal Framework
Development of an effective legal framework for the
digital environment
Enforcement of the laws and regulations
Regulations addressing online transactions
Security regulations and establishing an enabling
framework
Public dissemination policies
WIPO Assistance on automation of IPOs
63
ICT Infrastructure
ICT infrastructure is a prerequisite to IPO
modernization
Modernization best served by establishing a common
technological direction that applies to all functional
areas of the IPO
Development of guiding principles: establishment of
federated enterprise architecture
Development of Standards
Consideration of WIPO Standards on data structures,
publications, & exchange
Infrastructure & Information security
64
Business Level
Transform the way an IPO conduct business
by becoming more client-centric, more
transparent and accountable
Significant changes in the existing work
practices of IPOs essential
Capacity building
Change management
Communication and marketing
65
Sources of Business Processes &
Workflows
IP Legislation / Laws
Administrative Procedures / Implementing Regulations
Key Reasons for Workflow Automation
To introduce greater efficiency / Improve productivity
To improve service
To reduce operational costs
To improve organizational agility
To improve visibility of processes
To meet regulatory requirements / legal compliance
issues
To deal with integration on issues around legal systems
Key factors in workflow automation
Legislation / Administrative Procedures / Regulations
Technology
Resources
Experience
Performance Measures
Needs Assessment
Managed Processes
Communication
Commitment
Scope
The Big Picture – Workflow & Supporting
Resources
DesignIndustrial Property
Act of 2009
Trademark
Patent
Trademark
Utility Models
Patent
Madrid
National
Trademark
PCT Patent
National Patent
National Process
Madrid Process
Design Process
National P. Process
PCT Process
Law File Type Application Type
Application
Subtype User Document TypeOffice Document
Type Business Process Workflow
ARIPO Patent
ARIPO Process
IPO Business Process and Workflow
Overview
Formal
ExamExamination Publication
Amend
Await
Registration
Ap
plic
an
tIP
Offic
eO
the
r Sta
ke
ho
lde
rs
IPO Business Process – Global Overview
IPO BUSINESS PROCESS
Application Filing
Registration Certificate
Notification
Data ExchangeJournal Publication
Process vs. Organizational Structure
Reception
This process passes through five department before completion
Search
Examination
Registration
Maintenance after
registrations
One Macro process vs. Micro processes
Background of IPO Business Services – Classic
Hierarchical vs. Matrix Structures
Chief Executive
Director Training
Director Legal &
International
Cooperation
Director Technical
Director
Administration &
Finance
Head of Section,
Training
Head of Section,
Copyright
Head of Section,
Legal
Examiner
Senior Examiner
Head of Section,
Search &
Examination
Head of Section,
ICT
Head of Section,
Finance
Head of Section,
Administration
Head of Section,
Documentation &
Publications
Senior Training
Officer
Senior Copyright
Officer
Senior Legal
Officer
Training Officer
Copyright Officer
Legal Officer
Senior
Documentation &
Publications
Officer
Documentation &
Publications Officer
Senior Systems
Administrator
Systems
Administrator
Senior Finance
Officer
Finance
Officer
Senior
Administrative
Officer
Administrative
Officer
Assistant Training
Officer
Assistant
Copyright Officer
Head of Formalities
Examination
Assistant
Publication Officer
Assistant
Systems
Admnistrator
Assistant
Finance Officer
Assistant
Administrative
Officer
Formalities
Examiner
Personal
Assistant
Senior
Administrative
Assistant
Senior
Technician
Senior
Finance
Assistant
Senior
Administrative
Assistant
Administrative
Assistant
Assistant Formalities
Examiner
Technician
Finance
Assistant
Administrative
Assistant
Personal
Assistant
Senior
Secretary
Secretary
Personal
Assistant
Senior
Secretary
Secretary
Senior Secretary
Secretary
Senior Clerk
Clerk
Personal
Assistant
Senior
Secretary
Secretary
Hypothetical IPO Organization Structure
Integrated Business Processes & Services
74
Step by Step formulation of processes &
workflows Brainstorming in General
Brainstorm milestones:
Application received
Application formally examined
Application substantively examined
Application published
Application opposed
Application rejected
Application registered
Opposition succeeded
Link milestones / steps together
Results of a brainstorming session
Application
received
Application
formally
examined
Application
substantively
examined
Application
published
Application
opposed
Opposition
succeeded
Opposition
failed
Application
registeredApplication
rejected
Results of a brainstorming session
Example Brainstorming session - Uganda
Example Brainstorming session - Malawi
Law types
Files types
Application types
Application subtypes
File Sequence
Document Sequence
Registration types
Codes for Actions and statuses
User document types
User document types
Relationship types
Codes for person identification
numbers
Codes for Representatives
WIPO PUBLISH
Gregory Sadyalunda
Project Manager, IP Offices Business Solutions Division
WIPO Publish - Integration
Indexing
RESTful
Communication
WIPO Publish Regional Configuration
94
Other IP
Administration
Systems
Office A Office B
Office C
Scheduled
Automatic
Download and update