Intellectual property management and patent monitoring software

Our old IP management tool had become unusable. It was cumbersome and complex and, in the end, we were only using 5% of its functionality, if that. It had become far too expensive and unsuitable for our organisation, while at the same time we were having to cut costs. Despite our requests, the developer could not adapt their tool into a more intuitive, user-friendly version.

We chose PI Planner because it contained all the key functionalities we needed to manage every aspect of corporate IP. It’s very flexible and easy to learn – new users can quickly get to grips with it.

Our data was migrated quickly with the support of the PI Motion team, and the changeover all went smoothly. With PI Planner, we can centralise all our IP information and documents and share them collaboratively with all our users in various departments and with our partners.

The level of service has been second to none. We have felt supported by a responsive and attentive team who have been able to adapt the tool to our needs. We work closely with the PI Planner team, who are always available – they are now practically part of our IP team.

As an IP administration manager, I’ve been using PI Planner on a daily basis for 4 years to manage procedures and invoices, create new patent applications, and record filing documents, official documents, grants, powers of attorney, abandonments and all notifications and responses from patent attorneys.

The filters allow me to easily select information and extract it to Excel, which is very useful, especially for budget tracking.

I was apprehensive about implementing the tool, but ultimately it has proved to be easy to use and very intuitive.

PI Planner was also less expensive than the other tools available.

And we appreciate excellent PI Motion’s customer service.

Their support is very responsive, competent and efficient.

They are also open to feedback and suggestions and can quickly implement new features if necessary.

I’m a Patent Manager and have been using PI Planner for 5 years.

The tool helps us manage our IP rights, particularly patents, more efficiently, in these four primary ways:

• Patent family management: PI Planner has transformed the way we manage our patent families. Thanks to specific functionalities, we can easily identify and classify the different files and procedures. This is very helpful for tracking decision-making and optimising associated costs.

• Precise procedure tracking: The tool provides complete visibility on the status of each patent, from initial filing to grant. The procedure tracking function allows us to pre-empt future stages.

• Organised document archiving: The tool’s ability to centralise and organise documents linked to the various files is a real plus. Every document – from communications with patent offices to search reports and legal correspondence – is archived and easily accessible. This simplifies our day-to-day management.

• Cost optimisation: We have seen a significant reduction in costs thanks to improved oversight of our portfolio, allowing us to take smart decisions on extensions and annuity payments.

PI Planner is a user-friendly tool for managing our patent families. It provides a collaborative learning environment for our Group and boosts our day-to-day operational efficiency.

Isorg has been using PI Planner for 3 years now. We have particularly appreciated the training and personalised support we received right from the start when the tool was set up at our company.

PI Planner is very easy to use and gives us a pragmatic, global view of our patent portfolio.

Thanks to the presence and highlighting of relevant KPIs, we get a strategic vision of our patent portfolio, allowing us to make informed IP management decisions.

For the Innovation team, PI Planner helps us with reporting and communication within the technical teams and with guidance on IP issues.

We value PI Planner because it’s an all-in-one solution that is not too convoluted.

It’s very easy to use, reasonably priced and suitable for portfolios of all sizes – PI Planner fully meets our needs for patent and trade mark management.

The support with organising our portfolio right from the start was great. And the audit offered by PI Motion is incredibly useful, and crucial for ensuring the tool is used optimally.

The option offered by PI Motion to integrate our data once set-up was complete was a genuine time saver, with only updates needed from then on. We really appreciated the retrieval of data from public databases and all the work to get the tool up and running quickly.

Interscience is an SME that designs, manufactures and distributes specialist equipment for microbiology laboratories.

A world leader in its field, it has had a central focus on IP ever since it was founded 40 years ago, with regular and exponential numbers of patent filings worldwide. A large part of the management of these patents is handled in-house, with support from several international firms.

This sustained patenting activity meant we needed a tool with specific basic features:

• Easy to get to grips with
• Suited to an SME-sized portfolio
• Scalable and flexible in line with company growth and growing numbers of international filings
• Deadline management for completion or tracking, taking into account the specific features of each country
• Storage and sharing of all information relating to the life of the patent

Not only did PI Planner meet all these criteria, it also offered several additional functions. We quickly incorporated several of them, in line with the priority KPIs for our IP portfolio. Thanks to PI Planner, we can share strategic information more quickly, more precisely and in an improved format.

Our entire IP portfolio can be viewed in an instant. Information can be extracted in different ways and rapidly shared with our sales teams and international partners, particularly in the context of infringement and competition tracking.

Being able to create a complete, easily accessible and well-structured document database for each of our patents and extensions is particularly useful. Besides this effective – and welcome – digitalisation in an administration-heavy field, the database has become a highly effective tool for collaborating with inventors during filings and discussions around search reports.

The budget module gives us a financial analysis of our investments and expenditure by patent, country, patent attorney or procedure. Moreover, the ‘Crédit Impôt Recherche’ procedure is usually very time-consuming, but being able to quickly extract eligible budget lines along with the corresponding documents in PI Planner has saved us considerable time.

Lastly, since we started working with PI Motion 3 years ago, we have always found the team to be active and responsive, supporting us while we got to grips with the tool and helping us understand, use, develop or adapt new functionalities as our business has grown and our needs have changed.

We chose PI Planner because it is an intuitive tool for managing a portfolio of IP rights. We were able to customise it to suit our needs and centralise all the documents related to those rights and their monetisation.

We wanted an IP management tool that was easy to use on a daily basis so that we could encourage our technical and commercial teams to use it too, since they help protect and leverage the technologies protected by our IP rights.

The PI Planner team was fully attentive to our needs for the PI Planner database to be tailored to our specific set-up.