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ItalianoFrom Idea to Results Valorization
01 – Strategic planning and feasibility analysis The project concept is defined by assessing its strategic alignment, technical and economic feasibility, and competitive landscape. The project’s consistency with the partners’ strategies and the funding context is also assessed.
State-of-the-art analysis
Patent mapping focused on a specific technology field, technical topic or solution to a technical problem.
IP landscaping
Patent mapping to assess the competitive landscape (technology trends, key players and areas of innovation).
02 – Partnership development and governance The most suitable partners are identified and selected, and their roles, responsibilities and contributions are defined. The governance model and coordination of activities are established.
Legal and contractual assistance
Review and drafting of non-disclosure agreements to protect shared information.
03 – Project proposal preparation The proposal is developed in its technical, organisational and financial aspects. Objectives, timelines, costs, deliverables and performance indicators are defined. At this stage, the work plan is drawn up and the project is aligned with the requirements of any relevant funding programme or call for proposals.
IP strategy development
Development of an IP strategy designed to enhance the value of and protect the project’s existing and future intangible assets. Definition of the strategy’s implementation timeline and budget.
04 – Negotiation and formalisation of agreements The collaboration is governed by agreements regulating operating procedures, partners’ roles, rights and obligations, and the rules for running the project (e.g. confidentiality, background, access rights, foreground, etc.).
Legal and contractual assistance
Support in structuring the partnership’s contractual arrangements (Consortium Agreement), particularly the rules governing background and foreground, and preparation of Joint Ownership Agreements for jointly developed results.
05 – Project launch and operational management The project enters the implementation phase as research and development activities begin. Technical progress, timelines and costs are monitored, and any changes are managed.
State-of-the-art analysis
Updating patent mapping relating to a specific technology field, technical topic or solution to a technical problem, in order to assess the degree of novelty and originality of a particular solution.
TRIZ
Application of systematic innovation methodologies to support research and development activities, with the aim of generating potentially protectable solutions.
06 – Generation of results Research activities generate scientific, technological or applied results consistent with the project objectives. The results are identified, analysed and assessed in terms of their eligibility for IP protection.
IP protection potential assessment
Assessment of the potential for protection using appropriate IP rights (patents, trademarks, designs, trade secrets and copyright).
Freedom-to-operate (FTO) analysis
Assessment of whether third-party rights could hinder the commercialisation of a product or service in a specific market.
IP portfolio development (filings and registrations)
Building and managing a strong, balanced IP portfolio aligned with IP and marketing strategies.
Know-how protection
Identification and safeguarding of confidential knowledge through legal, organisational and contractual measures.
07 – Scientific dissemination and communication Communication of the results is determined by the nature of the project: it may be limited or omitted at the partners’ discretion, or structured to meet publicity obligations associated with public funding. Where envisaged, communication is carried out in a controlled and planned manner through publications, presentations and outreach activities, in compliance with the project agreements.
IP risk mitigation
Targeted measures to prevent legal risks associated with dissemination.
08 – Valorisation and exploitation of results Protected results are converted into value through direct or indirect industrial or commercial exploitation strategies.
Technology crossover
Identification and prioritisation of new applications for project results in markets and sectors beyond those originally targeted, to broaden exploitation opportunities, guide the allocation of fields of use among partners, and identify potential licensees or industrial partners. This activity should start in parallel with the generation of results.
IP valuation (economic)
Determination of the economic value of IP assets to establish the financial terms for licensing, assignment or sale.
Legal and contractual assistance
Definition of contractual terms concerning the ownership, use and exploitation of IP assets with industrial or commercial partners (licensing).
IP asset transfers
Management of IP rights transfer transactions, with appropriate legal and tax structuring.