Patent & Compliance Operations for Academic Tech Transfer

Move discoveries forward with clean, compliant, audit-ready systems that eliminate reporting backlogs and reduce compliance risk.

Why Universities and Research Institutes Choose O’Shea Consulting

Managing invention disclosures, federal reporting, and compliance across research programs is complex, with potential high stakes for non-compliance. Missed deadlines or incomplete data can put funding at risk, invite audits, and reduce confidence in institutional oversight.

That’s where Michele O’Shea comes in. With 25 years of experience in academic technology transfer, patent administration, and federal compliance, Michele has led operations and teams at MIT Technology Licensing Office, Partners Healthcare.

She has also been a member of AUTM (Association of University Technology Managers) for more than 20 years and has presented nationally on topics related to federal compliance and iEdison reporting.

O’Shea Consulting Services helps universities, research institutes, hospitals, and small businesses build systems that are precise, compliant, and sustainable, allowing teams to focus on innovation with confidence.

25 Years Experience

What We Do

We take the complexity out of patent and compliance operations so research teams can focus on innovation.

Core Services

Invention disclosure intake, triage, and tracking

Federal compliance and iEdison reporting

(disclosure, election, confirmatory license, utilization, manufacturing waivers)

Non-federal sponsor reporting calendars and compliance schedules

Patent and compliance data remediation

(validation, reconciliation, analytics dashboards)

SOP and workflow design integrating inventions, patents, licensing, and royalties

Staff training, adoption support, and interim coverage

Invention closeout reports and sponsor documentation

Ongoing updates on regulatory and compliance reporting changes

Tangible
Deliverables

iEdison submission reports ready for federal review

Sponsor compliance calendar covering federal and non-federal reporting cadences

Clean docket with verified rules and resolved exception list

Data quality report with error logs, corrections, and reconciliation trail

SOP manual in PDF and editable source with training deck

Monthly dashboard tracking deadlines met, filings, exceptions, and updates

How It Works

1. Discovery Call

Clarify compliance goals, risks, timelines, and portfolio scope.

2. Assessment

Review disclosures, docket rules, iEdison queues, sponsor terms, and data health.

3. Action Plan

Define scope, deliverables, milestones, and success metrics.

4. Execution

Collaborative project-based support designed to stabilize and improve compliance operations.

5. Sustainability

SOPs, dashboards, and staff training that keep systems audit-ready and aligned with evolving regulations.

How We Engage

Project-Based Engagements for cleanup, backlog resolution, or audit preparation
Fractional Leadership Support for ongoing oversight and operational guidance
Data Remediation Services to prepare invention, patent, and compliance data for audit or migration readiness
Collaborative Support Models for large organizations that manage internal data while partnering with Michele for compliance reporting
Advisory Consultations for ongoing updates on compliance, reporting standards, and best practices

Rates and Structure:

Standard hourly rates are determined based on the nature of the work and complexity of reporting requirements. Organizations may opt for an initial flat-fee data audit (price varies by data volume) to assess data health and determine the scope and timeline of any required remediation or ongoing support.

Once you book your consultation, we will have a better understanding of how we can best work with you.

Outcomes That Matter

On-time, accurate iEdison and sponsor reporting

Clean, verified docket and audit-ready documentation

Backlog reduction with exceptions documented and resolved over time

Scalable SOPs and trained staff that sustain compliance without external dependency

Confidence for leadership, faculty, outside counsel, and sponsors

Tools and Environments

iEdison, USPTO Patent Center, WIPO, EPO, CPI or equivalent docketing tools, SharePoint or
Drive-based repositories, and analytics dashboards for visibility and governance.

Ready to Secure Your Patent and Compliance Operations?

Book a consultation to discuss scope, timelines, and deliverables that fit your portfolio and risk profile.

Answers to Common Questions About O’Shea Consulting Services

Frequently Asked Questions

What does O’Shea Consulting Services do?

O’Shea Consulting Services provides patent and compliance operations support for universities, hospitals, research institutes, and small businesses. The firm helps manage invention disclosures, iEdison and sponsor reporting, patent and compliance data quality, and standard operating procedures. The goal is to create clean, audit-ready systems that keep reporting accurate and on time.

Who is Michele O’Shea?

Michele O’Shea is the founder and principal consultant of O’Shea Consulting Services. She has 25 years of experience in academic technology transfer and patent compliance, including work with MIT, Partners Healthcare. Michele has been a member of AUTM for over 20 years and regularly presents on iEdison reporting and compliance best practices.

What types of organizations does the firm serve?

The firm supports academic technology transfer offices, medical research centers, hospitals, small businesses. Each engagement is tailored to the organization’s size, systems, and sponsor requirements.

How does O’Shea Consulting Services improve compliance operations?

Our team reviews workflows, identifies reporting gaps, and develops sustainable procedures. This includes reconciling compliance data, clearing iEdison backlogs, setting sponsor calendars, and creating SOPs that keep systems consistent and audit ready.

What is iEdison reporting and why does it matter?

iEdison is the federal reporting system for inventions funded by the U.S. government. It tracks disclosures, elections, confirmatory licenses, and utilization reports. Accurate, timely reporting helps institutions maintain compliance and avoid funding issues.

Can O'Shea Consulting work with institutions outside Massachusetts?

Yes. O’Shea Consulting Services supports clients across the United States remotely and can provide on-site visits when needed for audits, training, or process reviews.

What makes O’Shea Consulting Services different from other firms?

Michele leads our team with 25 years of hands-on experience in technology transfer operations. She pairs deep expertise in federal reporting with systems that keep compliance organized and repeatable. You can trust that deadlines, data, and documentation are handled accurately.