PROTEX

Knowledge Protection Strategies
What Michael D. Moberly and Knowledge Protection Strategies Do For Clients...
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Mr. Moberly’s primary service is to help you and your company build value in its intellectual property, intangible assets, know how, competitive advantages and brand through research, training, seminars, and/or consulting by designing and delivering specialized services to sustain control, use, ownership, and value of those assets.



Telephone Consultation and Coaching

Because some companies may not know precisely what their needs are, Mr. Moberly offers telephone consultation and coaching services.  While scheduled telephone consultations do pose some (obvious) limitations they represent relatively inexpensive, efficient, practical and timely ways for companies and decision makers to become better acquainted with Mr. Moberly, his services, and address your needs.  Telephone consultation and coaching can be scheduled at your convenience.

Through telephone consultation and coaching, Mr. Moberly is able to provide general insights and perspectives to the broader issues and concerns at hand. Under no circumstances will a companies’ confidential/proprietary information be shared or discussed until appropriate non-disclosure – confidentiality agreements are in place.

As a prelude to scheduling a telephone consultation and/or coaching, you are encouraged to review the information provided throughout Mr. Moberly’s website and blog.

 

On-Site Assessments – Due Diligence

Certain aspects of Mr. Moberly’s assessments and due diligence can and should be done on site only.  On-site assessments and/or due diligence are achieved by working respectfully and collaboratively with each client, their teams, and their partners.  Mr. Moberly makes every effort to conduct assessments – due diligence in the most efficient manner possible.

 

Mr. Moberly’s Unique ‘What Fits Best’ Approach…

The ‘what fits best’ approach recognizes and respects that each company possesses - poses nuances in terms of its operational culture, processes, and procedures relative to the significance attached to its intangible assets, proprietary know how, intellectual property, competitive advantages and brand, etc.. 

Mr. Moberly brings a broad and current range - repertoire of useful and relevant strategies and solution paths for clients’ consideration that effectively merge:

  • a company’s circumstances, operating environment, culture, and strategic positioning, with
  • industry best practices, and
  • contemporary legal tenants to efficiently place designated assets in protected, defensible, and sustainable states commensurate with their life-value cycle.

The ‘what fits best’ approach is especially beneficial to firms that:

  • have yet to fully implement their information asset protection regimen
  • which find conventional intellectual property protections, i.e., patents, copyrights, trademarks cumbersome and/or exceed their budgets.


Making Recommendations

First and foremost, the primary objective of Mr. Moberly’s assessments and due diligence are to guide clients in formulating and executing viable, practical, effective, and sustainable strategies that contribute to building an organizational culture that, among other things:

  • values protection and preservation of information assets without arbitrarily
  • without arbitrarily impeding business processes, requiring excessive information compartmentalization or undermining user privacy or mandates for greater transparency and accountability.
  • reduces the necessity for costly and time consuming remedial-corrective actions and the vulnerability to challenges, disputes and/or litigation

Collectively, Mr. Moberly’s research, training, seminars, assessments and due diligence can deliver the necessary operational and strategic guidance (practices, procedures, policies, etc.).



Client Outcomes

  1. Elevate decision maker awareness, alertness, and accountability for fiduciary responsibilities associated with safeguarding, reporting and accounting of  intangible assets, intellectual property, proprietary know how, competitive advantages, and brand integrity. 
  2. Reduce the probability - vulnerability of those assets to:
  • misappropriation, theft, infringement, and/or counterfeiting
  • challenges-disputes that are preludes to costly and time consuming delays
  • circumstances that disrupt strategic momentum, undermine-erode value, competitive advantages, and/or profitability