Expert Consulting and Expert Witness Services

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 Expert  723182 

Expert in Software and Internet Business and Technology Development


Available for your Consulting and Expert Witness Needs

California (CA)
 USA
Expertise Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research
Summary of Expertise:
Primary Expertise Areas:

(links show more experts in each area)

Expertise Description:

artificial intelligence expert

expert system

knowledge base expert

knowledge engineering expert

planning expert

 
He has worked in the field of artificial intelligence since 1971. In automated planning and problem solving, he developed highly efficient methods for state-based search, and invented what is now termed “modern” or “partial-order” problem solving. He conceived of and managed a major project that performed data retrieval from a distributed database using a natural language front end. He subsequently managed a project to adapt this technology to run on a personal computer. This was the first successful Small Business Innovation Research (SBIR) project that passed through all three phases and resulted in the formation of a successful business – Symantec. He conceived and managed development of a specialized artificial intelligence programming language used to create one of the first expert systems as well as applications in computer-aided design. He pioneered the practical application of artificial intelligence, managing development of the first general industrial machine vision system, and the first computer-networked robot. He managed the development of several successful commercial expert system applications in automated configuration, process management, and equipment diagnosis, and creation of two leading programming tools for developing rule-based expert systems. He has served as a litigation consultant and expert witness on five cases involving artificial intelligence technology.

commercialization expert

new product design expert

new product development expert

new product development management expert

new product market survey expert

product expert

product management expert

software engineering expert

software process management expert

software product assessment expert

technology innovation expert

technology management expert

technology transfer expert

 
He has conceived of and led development of successful products in machine vision systems, industrial robotics, file management, expert system development tools, assistive devices for people with aphasia, data visualization, document management, business intelligence, integrated conferencing, data center energy management, and real estate marketing. Five of these product categories entailed transfer of technology from government-funded research groups. Activities in support of these product development projects included product conception, targeted basic and applied research, organizing, operating, or contracting for focus groups to assess and improve product concepts, market research, competitive analysis, prioritization of product features, product management, development and management of product roadmaps, organization and operation of user groups, recruitment and management of multidisciplinary development teams, and establishment of processes and teams for quality assurance.

legal patenting expert

claim (patent) expert

patent claim chart expert

Markman hearing expert

patent expert

patent infringement expert

patent specification expert

software patent expert

software protection expert

United States patent expert

 
He has provided advice on Intellectual Property to numerous clients, helping to identify patentable aspects of their offerings, to assess the value to the business of filing and prosecuting patent applications, and to develop broad and defensible patents. He is an inventor of three issued US patents and four US patent applications covering an interactive data graphics generator, an expert system for visualization – automatically generating data graphics from data, consumer-selected advertising, a monitoring and surveillance device configured as a light switch, and a system for ranking real estate parcels by their likelihood of selling in a given time period. Together with his co-inventors of one patent, he organized an LLC to purchase rights to the application from a client and develop it into a portfolio being offeried for sale. In collaboration with patent attorneys he has authored several patent applications. As an expert witness and consultant he has worked on five patent cases, addressing invalidity, infringement, and economic damages.

research and development management expert

research management expert

patent infringement expert

 
He has decades of experience in managing basic and applied research and development, and in coaching clients involved in these activities. He has personally led R&D groups in automated planning, natural language processing, distributed databases, expert systems, machine vision, industrial robotics, medical devices, game platforms, and data visualization. He has coached and consulted for R&D managers working in telecommunications, network management, K-12 education software, document management, ‘software as a service' (SaaS) applications for web site monitoring and business intelligence, messaging software, and data center management.
Show Secondary and Basic Areas of Expertise
Localities:
Expert may consult nationally and internationally, and is also local to the following cities:  San Jose, California;  San Francisco, California;  Sacramento, California;  Oakland, California;  Stockton, California;  Fremont, California;  Modesto, California;  Salinas, California;  Santa Rosa, California;  and Hayward, California.

Education:
Year   Degree   Subject   Institution  
1975   PhD   Computer Science   Stanford University  
1972   MS   Computer Science   Stanford University  
1969   BA   Psychology   Yale College  

Work History:
Years   Employer   Department   Title   Responsibilities
1988 to   (Undisclosed)     Principal Consultant   He provides management and technical consulting services to software and internet startups. He identifies and assesses business opportunities, assists in creating effective and fundable business plans, sets development plans, recruits staff, conceives initial products, manages product development and product marketing, negotiates distribution agreements, and mentors executive staff. He helps develop software businesses, assists in developing technical organizations and in planning and implementing complex software products, applications, and internet-based services. Recent engagements include: Interim Chief Technical Officer (CTO) for the leading provider of data center infrastructure management software; Acting CTO for provider of wholesale audio conference services; CEO Coach and Acting CTO for provider of integrated conferencing service; CEO coach, Chair of Technical Advisory Board; Acting CTO for provider of one of the first (in 2000) "Software as a Service" (SaaS) offerings on the web; CTO for a creator of a development platform for interactive games; and founding CTO for a developer of business graphics software.
1994 to 1995   Apple Computer     Manager, Apple Systems Architecture   He established the Systems Architecture group, reporting to the Chief Scientist, to coordinate technology developments across business units. He developed Apple's first technology roadmap. He led the AppleSoft Architecture Council, and executed special projects for the CEO's Product Strategy Council, including market and technical strategies for enterprise computing, client-server architecture for K-12 schools, and the Internet.
1992 to 1993   Lingraphicare America     Chief Operating Officer   He managed sales, marketing, R&D, and manufacturing for this software-based medical device company. (The product is an FDA-approved user interface embedded in a laptop computer, for use by people with aphasia.) He set marketing, financing, regulatory, and technical strategies, and raised $2 million in financing. He developed and executed sales plans, managed creditors, and implemented FDA-mandated Good Manufacturing Practices.
1987 to 1987   Teknowledge, Inc.   Corporate Development   Vice President   He set the strategic goals of the firm's merger-&-acquisition program. He identified and led due diligence on candidate software firms for acquisition and on products for licensing.
1985 to 1986   Teknowledge, Inc.   Products and Training   Vice President and General Manager   He held bottom-line responsibility for this operating unit. He brought revenues from expert system software products and training courses from approximately $2.5 million to over $4 million in 15 months. This level of sales enabled an IPO as a software products company. He established a regional sales force, and negotiated marketing or distribution arrangements with five major hardware vendors. He set a product strategy emphasizing integration with conventional computing over Artificial Intelligence pizzazz.
1982 to 1983   International Machine Intelligence Corporation     President   He established this joint venture with Machine Intelligence Corp. and Yaskawa Electric, which developed the first computer-controlled general purpose industrial robot. He defined the business and product strategies, supervised product development, and recruited a sales and marketing team. He developed the architecture for the highly successful Yaskawa ACGC programmable industrial controller. He managed a close collaboration with frequent interaction with the Japanese parent.
1978 to 1983   Symantec / Machine Intelligence Corporation     Cofounder, VP Engineering, Director, R&D   He developed the business plan and raised funds with the core team. He managed both systems & product engineering and research & development.

He established and ran product development activities in machine vision and English-language data retrieval. The company released the first general industrial vision system, and the first vision-guided robot. He helped spin out the data-retrieval activity as Symantec, Inc., today a leading software publisher.

1972 to 1979   SRi International   Artificial Intelligence Center   Associate Director   He managed and performed research at this applied research center. As a research manager, he developed, marketed and participated in research programs in automated and interactive problem-solving, natural-language interaction with databases, distributed robotics, and programming languages. As an individual researcher, he pioneered "modern problem solving," developed an early expert system for diagnosis and repair of electromechanical equipment, developed a programming language for incremental development of artificial intelligence systems, and developed problem solving and control methods for a mobile robot.

Career Accomplishments:
Associations/Societies

He is co-founder of the Association for Advancement of Artificial Intelligence (AAAI).

Professional Appointments

He is Chair of Software Committee of the Keiretsu Forum, the San Francisco area's largest and most active angel investor group. He is an Executive Associate with the San Jose Software Business Cluster, and an Executive Advisor with Astia (a women-focused incubator). He has served on the editorial board of Cognitive Science, Robotics World, and AI Expert. He was Conference Chair for AIPS-96 (an international conference on automatic planning). He is a former member of the Steering Committee of the DECUS AI Special Interest Group, and of program committees of numerous AAAI and IEEE conferences on both computer science research and applications.


Publications:
Publications and Patents Summary

He is the author of a book and over 20 papers and articles on a wide range of advanced software topics. He is an inventor of 3 issued and 4 pending US patents covering an interactive data graphics generator, an expert system for visualization – automatically generating data graphics from data, consumer-selected advertising, a monitoring and surveillance device configured as a light switch, and a system for ranking real estate parcels by their likelihood of selling in a given time period.

Selected Publications and Publishers  
 - AI Expert  
 - Proc. First IAAI Conference  
 - Artificial Intelligence  
 - ACM Transactions on Database Systems  
 - Elsevier North-Holland  

Consulting Services:
Selected Consulting Examples:
  • He was a designated computer software expert for the defendant in a patent infringement case concerning software for automated configuration of computer systems. He reviewed prior art, the plaintiff's pre-critical-date sales contracts and sales activity, and product source code. He performed claims analysis, authored expert reports, was deposed, authored rebuttal reports, attended depositions of other witnesses as an adviser, and testified at trial before a jury.
  • He was a designated computer software expert for the defendant in a patent infringement case concerning automated process control in manufacturing. He reviewed prior art, performed claims analysis, authored expert reports and declarations, was deposed, and testified at a tutorial related to the Markman hearing.
  • He was the defendant's designated computer software expert in a case concerning the alleged failure of a software developer to adapt its supply chain automation system to a customer's business within schedule, budget and technical specifications. He reviewed extensive software project documentation and identified material deviations from the customer's contractual commitments for the project. He prepared expert reports and served as a testifying expert witness.
  • He was a designated computer software expert for the defendant in a patent infringement case concerning software for automated configuration. He reviewed prior art and the plaintiff's pre-critical-date sales contracts and sales activity. He performed claims analysis, authored expert reports and declarations, authored rebuttal reports, and was deposed.
  • He served as Acting Chief Technical Officer (CTO) for a developer of business graphics software. He co-founded the company, conceived the initial product, and recruited a technical team comprised of Windows programmers, graphic designers, and computer game developers. He released the first product within 8 months of company launch. He recruited a permanent CTO, developed two successful US patent applications, and helped raise over $4 million in equity funding.
As a member of the Intota consultant network, Expert is a specialist who provides technical consulting to corporate, legal and government clients.  Expert provides professional consulting as a Software Consultant and Internet Business Consultant and Technology Development Consultant.  Expert may consult as an independent consultant or as a member of a consultancy, consulting company, or consulting firm.  Consultants service will be covered by a consulting contract.   Ask an expert initial screening questions and ask the experts services particulars, by simply submitting an expert request.

Expert Witness:
Expert Witness Experience Summary:
He has served as a litigation consultant and/or expert witness in eight cases – five involving software patent litigation and three disputes regarding contractual issues concerning complex software products and professional services. His activities on these cases included patent claim analysis, prior art research, technical analysis of commercial software systems, assessment of performance under warranties, and assessment of performance to professional standards. He has been deposed for over 60 hours, served as a testifying expert at hearings before special masters and arbitrators, prepared expert reports, prepared expert declarations, and provided advice and analysis.
Intota experts can serve as expert witnesses or litigation consultants offering expert testimony, expert advice, litigation support, forensic services, and related expert witness services.  Expert can serve as an expert witness or litigation consultant in intellectual property (patent, trademark, trade secret, copyright), product liability, and insurance matters.  Expert may provide forensic expert witness testimony, litigation consulting services, forensic investigation, and forensic testing if appropriate in litigation areas as a Software Expert Witness and Internet Business Expert Witness and Technology Development Expert Witness.   Intota provides attorneys and legal professionals the opportunity to ask an expert initial screening questions and ask the experts services particulars by submitting an expert request.

International Experience:
Years   Country / Region   Summary
1981 to 1992   Japan   He served as President and board member of a US-based joint venture of a startup company and Yaskawa Electric Manufacturing Company, and as a board member of a second joint venture based in Japan. He managed the development of the first programmable industrial robot, advised the Japanese venture on development of machine vision systems, spoke at Yaskawa-sponsored functions in Japan, made sales calls together with the Japanese team to major industrial customers such as Toyota, Sony, and Seiko, and developed the architecture for Yaskawa's highly successful ACGC programmable industrial controller. Subsequently, he helped launch and manage a Silicon-Valley-based research facility for Yaskawa which developed a mobile robot prototype. He made a dozen trips to Japan ranging from one day to one month in duration.
1991 to 1991   India   Under sponsorship of the United Nations, he delivered five lectures on managing knowledge-based systems development and deployment to university and industry groups. He consulted with three major industrial firms concerning expert systems projects.
1999 to 2000   Denmark   He served as Acting CTO for a subsidiary of LEGO, developing a technology for lightweight animated graphics for online multiplayer games. He managed an international team centered in Denmark, with contributors in Switzerland and the U.S. He identified an unanticipated innovation that resulted in a fundamental patent concerning consumer-selected advertising.

Market Research:
He has been an active participant and close observer of the software industry since the late 1960s. He can offer insights into the life cycle of software businesses and its relationship to the computer hardware industry. As Chair of the Software Committee of the Keiretsu Forum's San Francisco area chapters he has unique insight into emerging trends in the software industry. As a litigation consultant on a patent infringement case, he analyzed the rapid emergence of application servers and the web services architecture.

Expert serves as a resource to Intota Market Research Services for customized marketing research in industries or areas related to Software and Internet Business and Technology Development.   Experts are an invaluable source of overall industry insight as well as insight into specific companies and firms for custom business to business (b2b) and industrial market research.  Intota uses analyst and consultant resources from Guideline whose Research Directors manage the research and analysis of the qualitative and quantitative data as well as report writing for the custom studies.  The methods and tools used by Intota market research combine the insights of technical experts and industry insiders with secondary research to provide the custom b2b and industrial market research you need.

Additional Skills and Services:
Training/Seminars

Business 101 for the Technical Professional: This seminar gives technical teams in high-tech businesses an understanding of what the other teams in a company do, why they have different priorities, and how technologists can work more effectively with them.

Supplier and Vendor Location and Selection

He has had vendor selection and purchasing responsibilities for computer hardware and software, on- and off-shore contract development and consulting, contract and contingency recruiters, and colocation data centers.

Other Skills and Services

He has coached "intrapreneurs" developing new lines of business or major projects within large organizations such as Pacific Bell, Sun Microsystems, Schlumberger, Bell Atlantic, and Apple.


 

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