The purpose of this thesis is to understand if and how the strategic management of innovation and patents is considered an element of competitive advantage in the current and future economic scenarios, characterised by globalised and hyper-competitive contexts. In these contexts, it becomes fundamental to define a clear strategy for the appropriation of the value deriving from innovations, with the aim of economically exploiting temporary semi-monopolistic situations and limiting the imitative processes implemented by competitors. Starting from the assumption that patenting has a strategic nature, especially for the most innovative companies, and that literature on patent value is fragmented and not yet univocal, it was considered important to systematise the academic literature on the topic and develop a strategic patent management model, useful for companies to categorise patents in their portfolio and decide on possible renewal. From a methodological point of view, a qualitative approach was adopted, based on the case study method, carried out mainly with the direct interview and participant observation techniques, aimed at investigating the perspective of the company being studied, belonging to the precision mechanic’s sector. The results of the research revealed the awareness of managers and office managers from the various departments, especially technical ones, regarding the role of innovation and patents for the competitiveness of the company and allowed an in-depth analysis of the innovative strategies and of patenting. Thanks to the knowledge and perceptions on the topic of a qualified sample of respondents, it was possible to simplify the approaches highlighted in the literature and develop a specific model that allows companies in the sector to carry out assessments regarding whether patents should be renewed or not. The research therefore made it possible to offer scientific advancement by proposing a new interpretation and systematisation of the literature on the strategic management of patents, and an important empirical contribution by proposing a practical tool to support strategic choices regarding patenting. In addition to interesting theoretical and managerial implications, the thesis highlights some limitations of the study, mainly linked to methodological aspects and provides useful suggestions for continuing and setting future research paths.

Lo scopo di questa tesi è di capire se e come la gestione strategica dell’innovazione e dei brevetti viene considerata un elemento di vantaggio competitivo nell’attuale scenario economico e in quello futuro, caratterizzato da contesti globalizzati e iper-competitivi. In questi contesti diviene fondamentale definire una chiara strategia per l’appropriazione del valore derivante dalle innovazioni, con lo scopo di sfruttare economicamente situazioni semi-monopolistiche e limitare i processi imitativi attuati dai competitors. Partendo dal presupposto che la brevettazione ha natura strategica, specie per le imprese più innovative, e che la letteratura sul tema della valutazione dei brevetti è frammentata e non ancora univoca, si è ritenuto importante sistematizzare la letteratura accademica sul tema e sviluppare un modello strategico per la gestione dei brevetti, utile alle imprese per categorizzare i brevetti in portafoglio e decidere l’eventuale rinnovo. Sotto il profilo metodologico è stato adottato un approccio qualitativo basato sul metodo del caso studio, realizzato prevalentemente con le tecniche dell’intervista diretta e dell’osservazione partecipante, volto ad indagare la prospettiva dell’azienda oggetto di studio appartenente al settore della meccanica di precisione. I risultati della ricerca hanno rilevato una significativa consapevolezza di dirigenti e responsabili d’ufficio dei vari reparti, soprattutto quelli tecnici, circa il ruolo dell’innovazione e dei brevetti per la competitività dell’azienda e ha acconsentito un’analisi approfondita delle strategie innovative e di brevettazione. Grazie alle conoscenze e alle percezioni sul tema da parte di un campione qualificato di rispondenti è stato possibile semplificare gli approcci evidenziati nella letteratura e sviluppare uno specifico modello che consente alle imprese di effettuare valutazioni in merito al rinnovo o meno dei brevetti. La ricerca ha consentito di offrire un avanzamento scientifico, proponendo una rilettura e una sistematizzazione della letteratura sulla gestione strategica dei brevetti e un importante contributo empirico, proponendo un tool pratico a supporto delle scelte strategiche in tema di brevettazione. Oltre ad interessanti implicazioni teoriche e manageriali, la tesi evidenzia alcuni limiti dello studio legati principalmente ad aspetti metodologici e fornisce utili suggerimenti per proseguire ed impostare i futuri sentieri di ricerca.

La gestione strategica della proprietà intellettuale: come generare innovazione e difenderla. Focus sul comparto della meccanica nei mercati globali.

SORCINELLI, MARTINA
2024

Abstract

The purpose of this thesis is to understand if and how the strategic management of innovation and patents is considered an element of competitive advantage in the current and future economic scenarios, characterised by globalised and hyper-competitive contexts. In these contexts, it becomes fundamental to define a clear strategy for the appropriation of the value deriving from innovations, with the aim of economically exploiting temporary semi-monopolistic situations and limiting the imitative processes implemented by competitors. Starting from the assumption that patenting has a strategic nature, especially for the most innovative companies, and that literature on patent value is fragmented and not yet univocal, it was considered important to systematise the academic literature on the topic and develop a strategic patent management model, useful for companies to categorise patents in their portfolio and decide on possible renewal. From a methodological point of view, a qualitative approach was adopted, based on the case study method, carried out mainly with the direct interview and participant observation techniques, aimed at investigating the perspective of the company being studied, belonging to the precision mechanic’s sector. The results of the research revealed the awareness of managers and office managers from the various departments, especially technical ones, regarding the role of innovation and patents for the competitiveness of the company and allowed an in-depth analysis of the innovative strategies and of patenting. Thanks to the knowledge and perceptions on the topic of a qualified sample of respondents, it was possible to simplify the approaches highlighted in the literature and develop a specific model that allows companies in the sector to carry out assessments regarding whether patents should be renewed or not. The research therefore made it possible to offer scientific advancement by proposing a new interpretation and systematisation of the literature on the strategic management of patents, and an important empirical contribution by proposing a practical tool to support strategic choices regarding patenting. In addition to interesting theoretical and managerial implications, the thesis highlights some limitations of the study, mainly linked to methodological aspects and provides useful suggestions for continuing and setting future research paths.
23-feb-2024
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Utilizza questo identificativo per citare o creare un link a questo documento: https://hdl.handle.net/11576/2730871
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