VERSATA SOFTWARE INC Company Report
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`Trilogy 2007
`Ford v. Trilogy
`IPR2016-01013
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`Table of Contents:
`Search Criteria:(cid:160)
`Company Summary:(cid:160)VERSATA SOFTWARE INC - Business Description
`Company Summary:(cid:160)VERSATA SOFTWARE INC - Financial Summary
`Company Summary:(cid:160)VERSATA SOFTWARE INC - Officers
`Company Summary:(cid:160)VERSATA SOFTWARE INC - Directors
`Company Summary:(cid:160)VERSATA SOFTWARE INC - Industries
`Company Summary:(cid:160)VERSATA SOFTWARE INC - Key Competitors
`Company Summary:(cid:160)VERSATA SOFTWARE INC - Product Information
`Company Summary:(cid:160)VERSATA SOFTWARE INC - Hoover's Company Profiles, 5/18/2016
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`Litigation:(cid:160)Practice Area Trends & Analysis
`Litigation:(cid:160)Court Trends & Analysis
`Litigation:(cid:160)Law Firm Size Trends & Analysis
`Litigation:(cid:160)Docket and Opinion Trends & Analysis
`Litigation:(cid:160)Law Firm Representation Trends & Analysis
`Litigation:(cid:160)Presiding Judge Trends & Analysis
`Litigation:(cid:160)Attorney Representation Trends & Analysis
`Litigation:(cid:160)Legal Role Trends & Analysis
`Patent Assignments:(cid:160)Volume
`Granted Patents:(cid:160)Volume
`Granted Patents:(cid:160)Litigation
`Granted Patents:(cid:160)Litigation
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`Search Criteria
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`Company:(cid:160)
`VERSATA SOFTWARE INC
`Date Range:(cid:160)Last five years (05/2011 to 05/2016)
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`Litigation Refinements
`Practice Area:
`Intellectual Property - Patents
`Intellectual Property: Generally
`Intellectual Property - Copyrights
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`Company Summary:(cid:160) VERSATA SOFTWARE INC - Business Description
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`VERSATA SOFTWARE INC Business Description
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`Copyright Hoover's Inc. ALL RIGHTS RESERVED. Austin, TX
`Distributed only in accordance with licensing agreement.
`
`Date: May(cid:160)18,(cid:160)2016
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`Location:
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`401 Congress Ave Ste 2600
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`Austin, TX78701-3744
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`United States
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`Phone: 512-524-6149
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`Fax: 512-874-8900
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`Toll-free:
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`Website: http://www.trilogy.com
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`Ticker Information:
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`Company Type: Private
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`Stock Exchange: (cid:160) Ticker Symbol:
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`Business Description:
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`Trilogy helps your customers return again and again and again. The company's software helps
`large corporations manage comple x sales and purchasing channels that involve extensive
`product lines and high transaction volumes. Customers use its software to integrate and manage
`sales, distribution, and supplier channels, as well as for content management and data
`integration. In addition, the company provides professional services such as consulting and
`support. Customers have included(cid:160)General Motors, Ford,(cid:160)Goodyear, Nissan, and Penn Mutual
`Life. Founder and CEO Joe Liemandt is the controlling shareholder of the company.
`
`Trilogy has refocused its operations around two core market sectors -- automotive and
`telecommunications. The company has also expanded internationally, opening offices in China
`and India. In early 2009 the company attempted a hostile takeover of(cid:160)Autobytel(cid:160)but failed when
`Autobytel's board of directors rejected its offer and recommended that shareholders(cid:160)reject
`Trilogy's offer.
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`Trilogy acquired Versata(cid:160)in 2006(cid:160)for about $3 million. Trilogy(cid:160)then merged(cid:160)portions of(cid:160)the
`company(cid:160)(primarily its(cid:160)Trilogy Technology Group) into Versata as part of a broad reorganization
`that also included moving most technical positions offshore to its office in Bangalore, India.
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`Versata has been active on the acquisition front in recent years, purchasing(cid:160)Artemis
`International,(cid:160)Nextance, and(cid:160)Gensym(cid:160)in 2006-2007. The(cid:160)Versata acquisitions continued(cid:160)(cid:160)in
`2008 with the(cid:160)purchases(cid:160)of NUVO Network Management,(cid:160)TenFold, Clear
`Technology,(cid:160)Evolutionary Technologies International, and(cid:160)Ecora Software, with(cid:160)Everest
`Software(cid:160)joining the fold in 2009.
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`Company Summary:(cid:160) VERSATA SOFTWARE INC - Hoover's Company Profiles, 5/18/2016 12:00:00 AM
`
`Copyright Hoover's Inc. ALL RIGHTS RESERVED. Austin, TX
`Distributed only in accordance with licensing agreement.
`
`Hoover's In-Depth Company Records
`
`Date: May(cid:160)18,(cid:160)2016
`
`Trilogy Enterprises, Inc.
`
`Overview
`
`Trilogy helps your customers return again and again and again. The company's software helps large corporations manage
`complex sales and purchasing channels that involve extensive product lines and high transaction volumes. Customers use its
`software to integrate and manage sales, distribution, and supplier channels, as well as for content management and data
`integration. In addition, the company provides professional services such as consulting and support. Customers have
`included(cid:160)General Motors, Ford,(cid:160)Goodyear, Nissan, and Penn Mutual Life. Founder and CEO Joe Liemandt is the controlling
`shareholder of the company.
`
`Trilogy has refocused its operations around two core market sectors -- automotive and telecommunications. The company has
`also expanded internationally, opening offices in China and India. In early 2009 the company attempted a hostile takeover
`of(cid:160)Autobytel(cid:160)but failed when Autobytel's board of directors rejected its offer and recommended that shareholders(cid:160)reject Trilogy's
`offer.
`
`Trilogy acquired Versata(cid:160)in 2006(cid:160)for about $3 million. Trilogy(cid:160)then merged(cid:160)portions of(cid:160)the company(cid:160)(primarily its(cid:160)Trilogy
`Technology Group) into Versata as part of a broad reorganization that also included moving most technical positions offshore to
`its office in Bangalore, India.
`
`Versata has been active on the acquisition front in recent years, purchasing(cid:160)Artemis International,(cid:160)Nextance, and(cid:160)Gensym(cid:160)in
`2006-2007. The(cid:160)Versata acquisitions continued(cid:160)(cid:160)in 2008 with the(cid:160)purchases(cid:160)of NUVO Network Management,(cid:160)TenFold, Clear
`Technology,(cid:160)Evolutionary Technologies International, and(cid:160)Ecora Software, with(cid:160)Everest Software(cid:160)joining the fold in 2009.
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`Contact Information
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`401 Congress Ave Ste 2600
`
`Austin, TX78701-3744
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`United States
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`Phone: 512-524-6149
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`Fax: 512-874-8900
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`Toll-free:
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`Website: http://www.trilogy.com
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`Key Numbers
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`Fiscal Year End:
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`2016 Sales ($mil.): $70.1
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`One Year Sales Growth:
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`2016 Sales ($mil.):
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`Sales ($mil.): 36
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`One Year Employee Growth:
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`Auditor ()
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`Stock
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`Company Type: Private
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`Stock Exchange: (cid:160) Ticker Symbol:
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`Rankings
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`Officers
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`Senior Vice President Products ,(cid:160)Latif Nathani
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`Executive Vice President Global Sales ,(cid:160)Douglas (Doug) Gattuso
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`Directors
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`There is no Company Summary information for this section from the most current Hoovers Company Profile report.
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`Product Information
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`Production:
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`There is no Company Summary information for this section from the most current Hoove rs Company Profile report.
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`Operations:
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`There is no Company Summary information for this section from the most current Hoovers Company Profile report.
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`Selected Products
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`Automotive prospecting and portal (CarBuy)
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`Lead generation (Trilogy SmartLeads)
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`Telecommunications sales prospecting (YourBillBuddy)
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`Key Competitors
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`IBM Global Services
`Ariba
`Selectica
`A.T. Kearney
`Oracle
`Ernst & Young Global
`SAP
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`Industry
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`Computer Software
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`E-commerce Software
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`History
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`As a Stanford University student in the late 1980s, budding entrepreneur Joe Liemandt studied software companies and worked as a computer
`consultant. At work, he noticed that shipments were often sloppily handled. In 1989 he dropped out of school, recruited four other students,
`and started Trilogy Development Group to create sales order software. Family friend and former GE CEO Jack Welch provided
`encouragement while Liemandt juggled credit cards to fund the startup.
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`The company moved to Austin in 1992, recruited top software designer David Franke, and soon inked a deal with Hewlett-Packard, followed by
`deals with Silicon Graphics and Boeing. In 1993 the company formed pcOrder.com to develop artificial intelligence-based sales order software
`(for helping customers make decisions) for online computer sellers. By 1994 more than half of the biggest computer makers in the country
`were using Trilogy's Sales Builder program.
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`Trilogy introduced a slew of products in 1998, including Channel Chain software (personalized catalogs) and Web-based procurement software
`Buying Chain. That year the company changed its name from Trilogy Development Group to Trilogy Software. In 1999 Trilogy took
`pcOrder.com public, but retained significant majority control over the company's voting power. The company that year also formed
`carOrder.com and applianceOrder.com (both companies ceased operations within a year).
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`It by then had also developed a reputation for its on-campus recruitment program, Trilogy University. Trilogy University introduced potential
`employees to the company through a rigorous three-month tutorial; many new hires began the intensive schooling with no set position and were
`challenged through the months to discover their best fit with the company.
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`Trilogy in 2000 shortened its name from Trilogy Software to Trilogy. As the market for technology spending began to ease, the company pulled
`back its online efforts. Late in 2000 Trilogy bought back the public shares of pcOrder.com.
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`The company in 2001 announced it would cut about 340 jobs (about 30% of its workforce), and restructure operations around automotive,
`telecommunications, and other specific vertical market niches.
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`In an effort to save costs, Trilogy moved its software department and the acclaimed Trilogy University program to Bangalore, India in May
`2004. Trilogy entered the market for software for automotive engineering and sales when it acquired Michigan-based VulcanWorks in June
`2004.
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