1ScopingThe technology field, boundaries, time period and business questions are agreed, along with the terms and classifications that define the field and those that should be excluded.
2Search and collectionPatent and publication records are collected using search strategies reviewed with the company's technical team.
3Cleaning and groupingRecords are grouped into families, applicant names are harmonized and documents are clustered by technical approach.
4Analysis and contextTrends and players are analyzed and checked against company announcements, product launches and industry interviews, so that filing activity is read alongside what is happening commercially.
5ReportingFindings and business implications are presented in a working session with strategy and R&D leaders, and the underlying data is provided so the company's own teams can explore it further.