IP DaVinci Adoption

Build patent-figure capability progressively.

Start with the people and patent-figure needs that matter now. Give participants Training, the Patent Figure Toolkit™, and Support, then expand capability as real use shows where it creates value.

Start
Initial Participants Begin with a practical need
Build & Apply Capability
Training Learn & develop
Toolkit Work in Visio
Continue & Expand
Support Get help when needed
Expand Add people & use cases

Progressive Adoption

Start where capability can make a practical difference.

Adopting IP DaVinci does not require an organization to train everyone at once, replace its existing drafting resources, or redesign its entire patent workflow.

Start with selected participants and useful patent-figure situations. Let them develop and apply capability through Training, the Patent Figure Toolkit™, and Support, then expand based on what proves valuable in actual work.

01

Start

Choose the initial people and needs.

Begin where patent-figure capability can solve a real problem or make recurring work easier.

Then build capability through use.

02

Continue

Use the full System over time.

Training Learn, refresh, and develop new capability.
Patent Figure Toolkit™ Apply capability in Microsoft Visio.
Support Get help when questions or projects require it.
Expansion Add people, skills, and use cases when useful.

The goal is not simply to complete training. It is to establish useful patent-figure capability that remains available and can grow with actual needs.

01 — Start

Begin with the right people and a practical starting point.

The strongest adoption usually begins with participants who already encounter patent-figure work and have a clear reason to develop greater capability.

New users first get oriented to IP DaVinci, prepare their working environment, and begin developing the knowledge and skills they need to start using the System.

Initial Training

Get oriented and begin using IP DaVinci.

Initial Training gives newly enrolled users the practical foundation they need to begin working with the System.

Learn The System
Prepare The Workspace
Begin Practical Work

What Participants Gain

01
Understand the System

See how Training, the Patent Figure Toolkit™, and Support work together.

02
Prepare to Work

Understand Microsoft Visio as the primary drawing environment and how Toolkit resources fit into it.

03
Know Where to Continue

Know where to learn more, find Toolkit resources, participate live, and get additional help.

For Organizations

You do not have to involve everyone at once. Begin with participants whose work creates a practical opportunity to use the capability, then add others as their needs become clear.

02 — Develop

Keep developing capability as the work requires it.

Patent-figure needs vary by person and may arise only periodically. Participants do not need to learn every method before they begin working.

Training remains available through the IP DaVinci Learning Portal and Live Training so users can learn something new, refresh an earlier skill, or develop deeper capability when a new type of figure work appears.

01

Learn

Use the Learning Portal at your own pace.

Continue through structured training in Patent Figure Standards, Visio Skills for Patent Figures, Patent Figure Creation Methods, and Other Patent Figure Methods.

02

Participate Live

Learn with an instructor.

Use IP DaVinci Live Training for instructor-led explanation, demonstrations, practical application, and interaction around focused patent-figure topics.

03

Return

Refresh or expand when needed.

When a task has not been performed for a while or a new need appears, return to Training rather than relying on memory or trying to learn everything in advance.

The Training Model

Not

Learn everything first → remember everything → work alone.

Instead

Learn what you need → apply it → return → keep developing.

Training remains available after the initial start. Participants can continue learning as their patent-figure responsibilities and needs develop.

03 — Apply

Put the capability to work in Microsoft Visio.

Adoption becomes meaningful when participants use what they learn in actual patent-figure work.

The Patent Figure Toolkit™ gives users prepared Microsoft Visio templates, stencils, and productivity resources that help them apply their training without rebuilding the same working environment from scratch.

01

Prepare

Start with prepared resources.

Use patent-specific resources instead of beginning with an empty Visio environment.

Templates, stencils, and productivity resources provide a more consistent starting point for recurring figure work.

02

Apply

Use the resources in real work.

Create, review, revise, and collaborate around editable patent figures in Microsoft Visio.

Actual use reinforces training and reveals which additional skills, resources, or support will be most useful next.

Patent Figure Toolkit™

A working resource that stays available.

Templates Start consistently
Stencils Reuse drawing elements
Resources Work more efficiently
Learning Through Use
Learn Develop a method.
Apply Use it in Visio.
Develop Build from experience.

Capability develops through practical use. Training teaches the methods; the Toolkit helps participants apply them in their Microsoft Visio working environment.

04 — Get Support

Help remains available when the work requires it.

Building internal capability does not mean participants must solve every question or produce every figure by themselves.

IP DaVinci Support gives users different ways to get help, from interactive Live Clinics to focused one-on-one assistance and professional work through IP DaVinci Studio.

Interactive & Focused Help

01
Live Clinics

Bring questions, problems, and practical situations for interactive help.

02
One-on-One Support

Get focused assistance with a particular need.

Professional Assistance

IP DaVinci Studio

Use professional patent drawing assistance when the project is better handled by an experienced drafting resource.

Choose the Support That Fits

Different situations call for different kinds of help.

01
A question would benefit from live interaction

Use a Live Clinic to ask questions, troubleshoot, and work through practical patent-figure situations.

02
You need focused individual guidance

Use one-on-one support when dedicated assistance is more appropriate than a group environment.

03
Professional production is the better choice

Use IP DaVinci Studio when the work requires specialized drafting expertise, additional capacity, or professional patent drawing assistance.

Support Is Not a Ladder
Ask & troubleshoot Live Clinics
·
Work together 1-on-1 Support
·
Professional assistance IP DaVinci Studio

Use the resource that fits the situation. Internal capability and professional assistance can work together without requiring every patent-figure need to be handled the same way.

Internal + Professional Capability

Handle appropriate work internally. Keep professional drafting available.

IP DaVinci is designed to increase practical capability, control, and flexibility—not to require every patent figure to be produced internally.

Participants can handle the work that makes sense for their capability and use IP DaVinci Studio or existing professional drafting resources when a project calls for additional expertise or production capacity.

01

Internal Capability

Use the System directly.

Review, revise, create, collaborate on, and manage the patent figures that are appropriate for the participant's skills, role, and available time.

02

Professional Assistance

Use IP DaVinci Studio when appropriate.

Send specialized, complex, production-intensive, or time-sensitive work to an experienced professional resource when that is the better choice.

One Working Environment

Internal and professional work can remain part of the same figure workflow.

Participants Appropriate Internal Work
Professional Resource Additional Assistance
Together Flexible Patent-Figure Capability

Studio Can Make Sense When

Professional production adds more value than doing the work internally.

01
The figure is unusually complex

Some drawings require production expertise beyond the capability a participant needs or wants to maintain.

02
Time is better used elsewhere

Internal capability creates choice; it does not require participants to personally produce every drawing.

03
Additional production capacity is needed

Professional drafting can supplement internal capability when workload exceeds available time or resources.

The Capability Model
I can handle it Use the System
·
I need guidance Use Support
·
Professional production makes more sense Use Studio

Internal capability does not mean internal-only. The value is having more options and choosing the right resource for each patent-figure situation.

05 — Expand

Grow capability where it proves useful.

IP DaVinci does not require everyone to develop the same patent-figure capability or enter the System at the same time.

Add people, deepen skills, and introduce additional use cases as actual experience shows where the capability creates practical value.

Different People

Different users may need different levels of capability.

01

Prepare & Collaborate

Communicate visual information more clearly.

Inventors, engineers, researchers, clients, and others may primarily need better ways to prepare source material and collaborate around figures.

02

Review & Revise

Understand figures and make appropriate changes directly.

Attorneys, patent agents, support professionals, and others may need capability for review, correction, revision, annotation, and clearer communication.

03

Create & Manage

Develop broader patent-figure capability.

Frequent users can continue developing deeper capability for creating, revising, organizing, reusing, and managing patent figures.

Progressive Entry

Bring people into the System when the capability becomes useful.

Start Initial Participants
Learn What Creates Value
Expand People + Skills + Use Cases

As Needs Change

Extend the same System to additional participants.

Attorneys & Agents Support Professionals Engineers & Inventors Researchers Clients Outside Counsel New Team Members Other Participants

Right capability. Right people. Right time.

One shared patent-figure system. Expand based on real use rather than requiring everyone to learn the same things or begin at the same time.

The Adoption Model

Start. Use. Develop. Expand.

Adoption is not a sequence of products or support levels. It is the process of introducing the IP DaVinci System, using it in real patent-figure work, and developing capability over time.

Training, the Patent Figure Toolkit™, and Support remain available throughout that process.

01

Start

Initial Participants

Begin with a real need and the people who can use the capability.

02

Use

Apply the System

Learn through Training and work in Visio with Toolkit resources.

03

Develop

Continue Building

Return to Training and use Support as new needs arise.

04

Expand

Grow What Works

Add participants, skills, and use cases based on actual value.

Ongoing

Training + Patent Figure Toolkit™ + Support remain available as the next patent-figure need arises.
The Model
Start Use Develop Expand

Adoption is about establishing useful capability. Start with a practical need, support real use, and let experience determine where the System should grow next.

Your Next Step

Start with the people and patent-figure work that matter now.

You do not need to redesign everyone's role or introduce the System across an entire organization at once.

We can help identify where patent-figure capability would be most useful, who should participate first, and the most practical way to introduce Training, the Patent Figure Toolkit™, and Support into your existing workflow.

A Practical Starting Point

01
Identify the people

Who encounters patent-figure work and could benefit from greater capability?

02
Identify the need

What should those participants actually be able to do?

03
Introduce the System

Give them Training, Toolkit resources, and Support, then apply the capability to real work.

Then Expand where it proves useful.
Right capability. Right people. Right time. One shared patent-figure system.