CONSULTING
IP Management System (IPMS) Selection and Migration
IPMS selection, implementation, and migration led by operators who have done it.
HOW IT WORKS
From requirements to stable go-live
The same sequence on every engagement, in your system, to your rules.
- 01
Requirements and selection
Requirements are gathered and candidate systems assessed with your team.
- 02
Migration planning
Data mapping, cleanup and cutover are planned with clear ownership.
- 03
Data cleanup and migration
Data is cleaned, migrated and validated against the source.
- 04
Cutover
The switch is made with parallel checks so nothing is lost.
- 05
Post-go-live stabilisation
Issues are worked down and the team is supported through adoption.
What it does
IPMS selection and migration can be complex and high-risk, particularly when replacing a system that supports critical IP processes across multiple teams, jurisdictions, and workflows. Poorly defined requirements, inadequate data preparation, or an ineffective migration plan can disrupt daily operations, create data integrity issues, and put deadlines at risk.
Trexo helps IP teams select, implement, and migrate IP management systems with a structured approach from requirements definition through post-go-live stabilization. We define system and workflow requirements, evaluate vendors against those criteria, design future-state workflows, clean and reconcile data against official patent office records, and manage migration through parallel running and controlled cutover. Our vendor-neutral approach ensures the new system is aligned with your workflows and operational requirements rather than vendor defaults.
Key capabilities
IPMS requirements definition and vendor selection
IP workflow design and automation
Data mapping, cleanup, and reconciliation
Migration planning and cutover management
Post-go-live stabilization and knowledge transfer
THE OUTCOME
What IP Management System (IPMS) Selection and Migration changes
Objective, vendor-neutral guidance
Reduced migration and data risk
IPMS configured around your workflows
Faster transition to the new system
IN THEIR WORDS
“Adler Pollock has been pleased to partner with Trexo Global. Their top-notch team has helped reduce risk in our Intellectual Property department while increasing the scalability of our IP practice. The team at Trexo is highly responsive, professional, and they know IP administration inside out. They’ve been a lifesaver to our firm.”
Dan Holmander, Shareholder
Adler Pollock & Sheehan P.C.
Who it’s for
- IP law firms
- Corporate IP teams
- Paralegal teams
- Docketing teams
- IP operations teams
COMMONLY ASKED QUESTIONS
About IP Management System (IPMS) Selection and Migration
What does an IPMS selection and migration engagement involve?
Trexo can support developing requirements and vendor shortlisting, workflow design, data cleanup and reconciliation against patent office records, migration with parallel running and a cutover plan, and post-go-live stabilization.
Is Trexo tied to a particular IPMS vendor?
No. Trexo is vendor-neutral and does not resell IP management systems, so our recommendations follow your requirements.
Can you help automate workflows in the IPMS we already have?
Yes. Process design for automating workflows within an existing IP management system is a common engagement and does not require a system change.
Why choose Trexo for IPMS selection and migration?
There are two primary reasons. First, Trexo is IPMS-neutral and does not sell a competing system, allowing us to provide objective guidance based on your operational requirements. Second, our team has decades of hands-on experience working with leading IP management systems and understands how each system works, including how to best utilize its capabilities to support your workflows.
Ready to talk about your portfolio?
Contact us and we will walk through your process, not a generic script.