A Career Transition from Patent Analysis: An Analyst by any Other Name – Guest Post by Matt Fornwalt

While it is hard to believe that anyone would want to do anything else besides patent analysis work it is always a good idea to keep your options open. Thinking about the recent economic environment it is also smart to be thinking about career options that are available to those of us who have analytics skills. Along these lines, we have another guest post from Matt Fornwalt talking about his recent transition from patent analyst to business analyst.

Considering their overall applicability, and the need for analytical processes in many fields, various hard skills and transferable soft skills associated with conducting patent analyst projects should help in any type of career transition.  After having started my career as a patent information professional, I have some thoughts for anyone else transitioning from the patent information world into other analyst positions.  I will try and focus on a specific example, having recently worked in a position as a business analyst (BA).

The International Institute of Business Analysis defines a business analyst as “An agent of change. Business Analysis is a disciplined approach for introducing and managing change to organizations, whether they are for-profit businesses, governments, or non-profits”.  Drawing on some parallels, I recently examined my LinkedIn profile, and while a small answer set, I noticed a nearly 50/50 split on endorsed skills for requirements gathering and business analysis from folks from the patent side, and those that I worked with as a business analyst.

When thinking of a career transition, focus can also be given to transferable or soft skills.  As a comparison to the role of a business analyst, I recently saw an opening for a Sanofi patent search position.  Some of these same soft skills are also associated with business analysis skills, such as this BA posting found semi-randomly.  Perhaps, I have seen too many posts on text comparisons, but there is significant overlap in these analyst skill sets from the two positions compared below.

Figure 1: Comparison of patent searching and BA job postings

Sanofi position

BA posting

results orientedProblem analysis and resolution
attention to detailattention to detail is a must
communication and presentationpossess strong communication
team-oriented, collaborativework in a team environment and interact


When I first started out as a BA in software development, I started hearing about a focus on “what” as it applies to requirements.  While in an early BA boot camp, I saw a focus on overall goals, background, requirements, visuals, and future thoughts.  Mocking up a template with some lorem ipsum filler text, a one page example is shown in Fig 2. It is worth noting that some templates can be quite a bit longer.

Figure 2: Mock of sections in a BA template - Click to Enlarge

Figure 2: Mock of sections in a BA template – Click to Enlarge

When I looked at these sections, I started to think about where I had seen such items before, and a patent analogy struck me, as the layout is similar to what goes into a patent publication.  Taking parts of a Google patent record on computer servers stationed on floating barges that have been in the news lately, I mocked up some pictures showing some of these sections (Fig 3).  As a patent analyst, looking into what was asked for, what is being searched, and what was found that goes into a patent search reports have many of these same thoughts of a concise “what” that goes into business requirements.

Figure 3: Items for a BA template illustrated on a patent record - Click to Enlarge

Figure 3: Items for a BA template illustrated on a patent record – Click to Enlarge

In the BA template above, there is also a future thoughts section, and it shouldn’t be too large of a stretch to see some of the complexity of related family members, divisionals, and continuations, as being parallel to what BAs do with their backlog of requirement items. Another parallel could be made for future thoughts if there was some type of alert or update involved.

While not always the most straightforward sell to recruiters and hiring managers, I am hugely biased that the deep analytical skills of a patent analyst would blend into other analytical fields such as business analysis.  In a previous post, I mentioned patent analyst dealing with large answers sets in parallels with coding and patent analysts.  Business analysis is also an area dealing with a multitude of data. Considering the analyst and the SAT decision tree mentioned in my second post, another SAT tree was seen in this recent webinar from IBM’s Analyticszone (Fig 4).   There could be similar issues seen with patent analytics and the use of such a high level tree on the business analysis side.

Figure 4: Example of a decision tree in business analytics - Click to Enlarge

Figure 4: Example of a decision tree in business analytics – Click to Enlarge

So how does someone who works as a patent analyst today look to make a transition to a business analyst? To start with, interested individuals should look to the International Institute of Business Analysts (IIBA) – the voice of the Business Analysis Profession. The IIBA is a group of business analysts, and they often have local chapters.  The IIBA website also lists some background on their recognition and certification programs.  There are various organizations that offer training and certificate programs.  There are many groups on LinkedIn and various online blogs.  And like many areas of interest, there are books on various backgrounds associated with the profession.

Overall, like the recent Michael Bublé song, where things happen based on one half timing, and the other half luck, there is a need for new practitioners to take advantage of networking.  BAs are like many fields where employers are looking for people with some background in a particular area.  While I have seen pros and cons of people being too much of a subject matter expert, but it still remains that even with a good background, people still need to get into the “what” of requirements.  There are many areas with needs for deep analytical thinking.  For example, some opportunities around Philadelphia require having some background in financial, insurance, healthcare, or pharmaceuticals.

I would also like to mention mentoring.  In my previous patent analyst role, I would often see the transition from the research bench scientist to patent analyst.  In this case, while the bench scientist understood the subject matter, they needed a mentor to help understand the nuances associated with patents and the actual art and science of patent analytics. In the BA case, I received life lessons, and tips on the role from more experienced BAs, and also from coaches who work with various member of a project team.  Learning some of the software, the Office suite seems pretty standard for both patent and business analysts.  As patent searchers learn on patent tools, BAs have other query based tools and other analytics tools utilizing SQL, SPSS, Tableau, Qlikview, etc.

To close, this example focused on the business analyst as one particular type of analysts in many fields open to patent analysts in a career transition, especially considering the “what” that goes into various reports, overlap of soft skills, and a general similarity of analytical skills.

Fornwalt_HeadshotMatt Fornwalt was a patent searcher at Johnson and Johnson for 12 years.  He was recently a business analyst involved on new STN and is looking forward to working as a BA for a knowledge base rollout back at J&J.

Comments 9

  1. Great Post!! I had already thought about this transition but it isn’t as easy as it seems. Having a chemistry background and few business/economics training, I have the feeling that learning different analysis tools is just one side of the problem. It seems to me that employers are looking for a marketing / sales / business professional experience. A patent analyst on the other hand is a critical thinker, in tune with the internal environment and not as much with the outside of the company.
    How would you overcome this while approaching a potential employer?

  2. Hello Sevena,

    I forwarded your question on to Matt for a response, but in the mean time I would suggest that because the patent analyst is a critical thinker and should be in tune with the internal environment that this makes them ideally suited to look outside the company since they can act as a conduit to present external activity via an internal lens, which will be understood by company management.


  3. Thanks Sevena,

    I posted that is not the easiest sell. Often, I have seen the recruiter mentality almost like what I have heard anecdotally about patent examiners, where the examiners are overwhelmed and have more IN than OUT piles. The recruiters can often have you and several to many other applicants. Try not to focus on what you don’t have and lead to the OUT box, but what you bring to the table. They may not be familiar with the nuances of patent analytics, but keep the focus on applicable analytical and critical thinking skills plus any other soft skills. If they are only looking for something specific that you aren’t, not much you can do. Also, any background, certs, training will only help the cause. Good luck to you. Matt

  4. Sevena- I later realized I didn’t touch on your chemistry comments, coming from a chemistry BS on this side. Often, looking at the requirements, many analogies could be made for taking parts to make a whole, some other thoughts could contain Legos or music where a single initial component doesn’t look like the finished product. As a former registrar, I would also say that anyone that can understand a complex reaction strategy from starting materials, catalyst to the final product, should be able to see aspects in a requirements traceability. I could digress and say that the nodes in decision trees have “atomicity”, and anyone with chemical background may find the ball and stick parallel humorous, but some people on the BA side may only hear chemistry and think of Walter White. And, not totally chemically based, but I did see this link a bit ago


  5. Hey Matt

    How are you?

    I am a Patent Analyst with 3 years of experience. I have done my b-tech in computer science. Could you suggest me what should I do to be a business Analyst in MNC?

    Do I need to go through from some BA courses?


    1. Bhuvenesh-

      The b-tech may handle some of the more technical aspects that some folks look for as hard skills, while the analytical thinking is more “soft”. If any of your previous patent analysis is in MNC or related areas, definitely bring that out. Many BA positions have a “hard” requirement in functional areas, while some BAs are best not being a subject matter expert.

      Any type of BA course would only help your look/feel as an applicant. Find a course that works for you, and perhaps some are more tailored to MNC areas.

      Good luck to you, Matt

    2. Hello there ,
      I just got placed as a Patent analyst in Delhi,INDIA.
      currently i am doing my b.tech in Electronics and Communication.
      i would like to know that:-
      1)How is the job like ?
      2)What is the career growth and how much hike in salary should i expect?
      3) what all options are open for me for switch to some close relates field?

      Thank You,

  6. Hello there,
    currently i am doing my b.tech in Electronics and communication.
    This is my final semester and i am placed as a patent analyst in a leading IPR firm.
    I am looking forward to this job here in India till next 2 years and then probably somewhere in Canada.
    is this the perfect job for me ?
    and what could i do (like transforming or even doing some another PGDM prog. from another country ) to switch from this job to another in abroad.

    Thank You.

  7. Nitesh-
    As for the salary range, you may be able to figure based on your area and industry, and get some comparables. Getting a good tech background and then following up with some grad level business or management courses would only help to enhance your profile later. Some industries prefer background knowledge in a filed later on, some like a combo with specific tech skills. You may or may not want to want to diversify yourself too thin, see what you like, and you can add some focus where your likes/abilities merge with the industry needs in general. Good luck, Matt

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