• Patent knowledge

Changing patent software: How data migration works

January 31, 2023

Customers who are interested in our patent software and are considering switching to IP7 Compass usually already have a tool for thePatent search And/or toPatent monitoring (patent monitoring) In Use. for them, one question in particular Arises before the final Decision:How can the knowledge built up over the years and thus all existing information from the existing system be "saved" and transferred to the new patent software??

We will show you how data migration works when changing software to IP7 Compass and what is important.

Data transfer when switching to IP7 Compass: Procedure and advantages

In recent months and years, we have gained a great deal of experience in data transfers and software migrations - e.g. from the SIP system - and can basically migrate any system almost 1:1. In addition, our patent software IP7 Compassmany additional functions and workflow mechanismsWhich were often not available In the "old systems" or were not as flexible.

Hence our recommendation in advance:Talk to our experienced specialists before switching to IP7 Compass with our experienced specialists. This allows You to consider Completely new Approaches and utilize the Strengths of Our software to Simplify or significantly improve processes. we also Support you With the implementation of Your New patent Software.

Data Migration in 3 Steps

As soon as you have decided on your new software, the system change can begin. Here you can find out how we handle a change from a third-party system to IP7 Compass step by step.

Step 1: Prepare data migration

We prepare the migration extensively by clarifying relevant details and open questions. This includes, among other things:

  • Export formats: As we already know most of the export formats of existing systems (e.g. from the SIP software), we determine the appropriate format together and prepare programs.
  • Data export:We support the export of data from the existing system. For example, in addition to the publication number, the publication date should always be exported so that the patent number can be clearly identified.
  • Data migration:Together with our customer, we discuss which data and content (such as folder structures, internal file numbers, comments, evaluations) should be transferred to our system and where.

The first data can already be transferred to the new IP7 system in this phase,such as search strategies that will not be changed until the migration date. Users can be created and their rights and tasks defined. We also prepare all system experts and system administrators bycomprehensive Training To work with the IP7 Compass as new patent software.

Step 2: Migrate data

As soon as the preparation is complete, the actual migration phase begins. Now all the data discussed in advance is exported from the old system and transferred to our IP7 system.
During this time, we ask our customers not to use either the old or the new system.Depending on the scope and complexity, this process takes about a week. The data transfer is usually completed after 2 days, the remaining days are used for checking and, if necessary, adjusting the data.

Step 3: Introduce And monitor new software

After the migration, all users are informed by e-mail that the new system is online and can be used immediately.A small presentation on the use of the new system is often sent as an attachment. We support our customers with the introduction and explanation of the new software.
After data migration, it is important to observe monitoring profiles or the results of the monitoring runs so that possible errors in the conversion of the search profiles can be detected and rectified at an early stage.