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<?xml-stylesheet type="text/xsl" href="../part2stratml.xsl"?><StrategicPlan><Name>About Five9</Name><Description/><OtherInformation/><StrategicPlanCore><Organization><Name>Five9</Name><Acronym>F9</Acronym><Identifier>_5edb23c4-4ba1-11e5-843a-174de89d703b</Identifier><Description>Five9 is the leading provider of cloud contact center software. </Description><Stakeholder StakeholderTypeType="Generic_Group"><Name>Contact Centers</Name><Description>We help contact centers of every size create powerful customer connections.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Mike Burkland</Name><Description>President &amp; Chief Executive Officer -- Mike Burkland joined Five9 as president and CEO in January 2008. Since then, he has built a company that has experienced rapid growth, making Five9 one of the largest and fastest growing providers of cloud contact center software. Mike is responsible for the company’s strategic direction, financial success, and operational excellence.Before Five9, Mike was the CEO of a handful of enterprise software and cloud companies in market segments ranging from systems management and content management to security and CRM. He has also led three private companies through successful acquisitions by larger public companies. Earlier in his career, he held various positions at Oracle and BMC. Mike holds MBA and BA degrees from the University of California at Berkeley.Mike’s management philosophy is based on creating a team-oriented environment. In Mike’s view, a successful company is analogous to building a winning sports franchise. It requires a talented group of individuals to work together and execute a strategy and game plan for success.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Barry Zwarenstein</Name><Description>Chief Financial Officer -- Barry Zwarenstein has more than 35 years of financial leadership in the technology industry. Barry is responsible for the company's financial planning and operations.Barry has been the CFO of several companies: He's managed three successful IPOs (Five9, VeriFone and Logitech), and played a significant role in the sale of SMART Modular Technologies to Silver Lake Partners for $635M and the sale of Acuson to Siemens Health Care for $700M. Barry was also CFO of Iomega Corporation and Mellanox Technologies. Barry holds a Bachelor of Commerce from the University of Natal, South Africa and an MBA from the Wharton School of Business, University of Pennsylvania.Barry's philosophy is to take a broad approach to the role of CFO and become an effective business partner across the entire organization. Barry's approach is to keep shareholders adequately informed, ensure sufficient funding, drive process improvements, and report accurate and timely financial information. A key element that connects these roles are in-depth, contextual analyses about all aspects of the business; something that is easily accomplished in a cloud company like Five9 since there is an abundance of consistent and coherent data. He also believes it is essential to have best-in-class, scalable, and integrated systems, as well as a strong, seasoned finance team.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>David Milam</Name><Description>Chief Marketing Officer -- As CMO, David Milam is responsible for all aspects of the company’s marketing efforts. David has more than 25 years of global experience in enterprise and cloud software solutions for multibillion dollar enterprises and venture-backed companies. Prior to Five9, David was CMO and executive vice president at McAfee, which expanded from $1B to more than $2.6B in revenue during his tenure and was acquired by Intel. Prior to McAfee, David was CMO at ZANTAZ, acquired by Autonomy. He also served as senior vice president and CMO for EMC's $1.8B Software Group, recognized as one of the largest software companies in the world. Prior to EMC, David was CMO of Documentum, where he played an instrumental role in tripling the customer base, penetrating adjacent markets, and making Documentum the dominant leader in enterprise content management, resulting in its acquisition by EMC. David has also held executive positions at Broadbase Software, Cadence Design Systems, and Structural Dynamics Research.David’s marketing philosophy is to play a role broader than just creating brand awareness and preference. He's also focused on generating high-impact sales enablement tools and executing results-oriented demand generation programs. David believes a CMO is responsible for partnering with sales to drive bookings momentum, with development to define the strategic product vision and with the executive leadership to prioritize corporate direction.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Moni Manor</Name><Description>Chief Technology Officer -- Moni Manor is the chief technology officer at Five9; he is responsible for architecture and technology strategy, engineering, product quality and program management.Moni is a visionary product leader, with more than twenty years of experience successfully conceptualizing, building, and delivering high quality technology products that delight customers. Before Five9, Moni was the vice president of research and development for collaboration and media applications at Avaya, where he created the next generation conferencing and collaboration platform. Prior to Avaya, Moni ran the unified communications and applications software groups (including the contact center) at Nortel, and was the general manager of product development at Amdocs. Moni has held senior positions at two start-ups focused on desktop integration and online personalization. He also has six patents pending, all related to real-time collaboration technology.Moni's approach to product leadership is to focus on the results, not necessarily the effort. His belief in "doing it right the first time" enables his team to build high quality, innovative products that excite customers.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Scott Welch</Name><Description>Executive Vice President, Cloud Operations -- Scott Welch is the executive vice president of cloud operations at Five9 and is responsible for technology operations, telecom services, and security. Scott is a seasoned executive with more than 24 years of experience in software development, technology operations, and management.Prior to Five9, Welch spent ten-plus years at inContact where he managed a team responsible for several operational functions, including telecom operations, cost of goods, system and network administration, security, database administration, billing operations, network provisioning, and a 7x24 network operations center. Welch also held positions as vice president information services, vice president of application development, and information technology director at various technology companies prior to 2003.Scott is driven by a strong desire to deliver technology for critical systems in a high tech environment. He believes that system availability is like air for customers, it’s necessary every moment and critical when you don’t have it. He takes pride in delivering results through a team that is just as passionate as he is about platform performance.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Dan Burkland</Name><Description>Executive Vice President, Sales &amp; Business Development -- Dan Burkland is responsible for the Five9 global sales and business development activities across all markets.Dan has more than 20 years of experience building successful sales organizations. Before Five9, Dan was SVP of Sales at Transera Communications. He also ran worldwide sales for IP Unity, growing the business tenfold, and held sales management positions at Cisco and GeoTel.Dan’s approach to enterprise sales is rooted in extensive experience selling cloud contact center and telecommunications solutions. He hires sales reps with deep industry expertise who share his passion for exceeding customer expectations.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Gaurav Passi</Name><Description>Executive Vice President of Product Management -- Gaurav Passi is the executive vice president of product management and is responsible for product strategy and management at Five9. Gaurav brings passion and leadership to Five9, with more than 20 years of experience in the enterprise and cloud software industry. He has helped define products, penetrate new markets and streamline operations for multibillion-dollar enterprises, as well as startups.Prior to joining Five9, Gaurav was vice president of products at Deutsche Telekom HBS (T-Mobile brand), where he built and took to market a cloud PBX offering. He also spent more than ten years at Amdocs, most recently as vice president of product for the customer experience business unit, where he built next generation contact center platforms. Gaurav also held executive leadership positions at Rainmaker Systems and Ciena.Gaurav's philosophy for product management is based on "starting with the customer." This is the belief that understanding unresolved market problems starts with the customer’s desired experience, and working from there to come up with clear definitions of a solution with a unique value proposition. As part of his philosophy, Gaurav strives to empower his product managers to make great products a reality by helping them assume the role of "product CEO's".</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Mike Crane</Name><Description>Executive Vice President of Services -- Mike Crane is the executive vice president of services at Five9 where he oversees both the customer success and professional services organizations.A veteran of the technology industry, Crane brings over 20 years of experience to the role. Prior to Five9, Crane spent more than 15 years at Cisco Systems. In his most recent role of Vice President, Advanced Services, at Cisco, Crane managed the Enterprise, Commercial, and Public Sector segments with a focus on delivering business outcomes and driving customer satisfaction.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Homero Salinas</Name><Description>Vice President of SMB Sales -- Homero Salinas has more than 10 years of experience in the cloud contact center industry and currently leads the company’s small and medium business sales and account management team.Prior to Five9, Homero led the sales efforts for Contactual. Before entering the cloud technology industry, Homero worked for 12 years as an investment adviser for firms such as Lehman Brothers, UBS, and Roth Capital.Homero's sales philosophy is to build a repeatable, winning sales process and work the process daily. A winning sales process not only produces a successful sales team, but most importantly, a successful customer. Homero considers three key attributes as critical for an effective sales organization -- attitude, commitment, and execution.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Jim Gomez</Name><Description>Vice President of Professional Services -- Jim Gomez oversees the professional services team and is responsible for the successful implementation of customers on the Five9 platform. He has more than 25 years of contact center leadership experience with expertise in the operational and technical areas of multi-site contact center management. Jim also has extensive knowledge of global workforce management, call routing strategy design, IVR, and the efficient integration of computer and telephony systems across all contact channels.Before joining Five9, Jim held various leadership positions at Verizon where his teams assessed, designed and implemented strategic enterprise contact center technology; he also led the design of Genesys, Cisco and Avaya call center platforms for major corporate customers. Prior to Verizon, he was Director of Global Call Center Operations at MCI.Jim's customer-focused, process-oriented approach to contact center operations ensures that businesses are properly armed with the correct tools to provide the most efficient and effective customer experience, in line with their business goals.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Marissa Ramsey</Name><Description>Vice President of Customer Success -- Marissa Ramsey brings more than 20 years of contact center domain knowledge -- with more than 13 of those years in cloud contact center product support -- to her role as vice president of customer success. Marissa is responsible for overseeing all aspects of the customer support experience at Five9, including technical support, escalations account management, and technical account management.Before Five9, Marissa worked at Contactual where she held leadership positions in sales engineering, professional services, account activations, and technical support. Marissa began her career in contact center operations, where she opened, staffed, and maintained blended contact center environments in the financial industry.Marissa's customer experience philosophy is built on the idea that "the customer's perception is the reality." She uses this philosophy to help Five9 make the customer the primary consideration in technical and strategic decisions. She believes her role is to be the customer's voice within the company, advocating for customer-centric changes, enhancements, and processes.</Description></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Five9 BOARD OF DIRECTORS</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Mike Burkland</Name><Description>President and CEO, Five9 -- Mike Burkland joined Five9 as president and CEO in January 2008. Since then, he has built a company that has grown more than 700%, making Five9 one of the largest and fastest growing providers of cloud contact center solutions. Before Five9, Mike was the CEO of a handful of enterprise software and cloud companies. He has also led three private companies through successful acquisitions by larger public companies.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Mitchell Kertzman</Name><Description>Partner, Hummer Winblad Venture Partners -- Mitchell Kertzman is a partner at Hummer Winblad Venture Partners. He has more than 30 years of experience as a CEO of public and private software companies. Most recently, Mitchell was chairman and CEO of Liberate Technologies. Before joining Liberate, he was chairman and CEO of Sybase, Inc. Mitchell was founder and CEO of Powersoft, which merged with Sybase in February 1995.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>David Welsh</Name><Description>Partner, Adams Street Partners -- Dave sits on the board of directors of Atlantis Computing, Damballa, Five9 (NASDAQ : FIVN), KPG, LogRythm, Matrixx Software, Mintigo, and ThreatMetrix. He is also involved in Adams Streets' investments in APT, At-Hoc, Rimini Street, ServiceMax and Spiceworks. Dave's past investments include AVG (NYSE : "AVG"), Brightroll (Acquired by Yahoo!), Excellergy (Acquired by Brinvest), Jaspersoft (Acquired by Tibco), Jungo Software (Acquired by NDS), MxLogic (Acquired by McAfee), Solomio (Acquired by Openwave), Sportgenic (Acquired by Glam Media) and Vividence (Acquired by Keynote).</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Tim Wilson</Name><Description>Partner, Artiman -- Timothy Wilson focuses on early stage technology investments. He currently serves on the board of Artiman portfolio companies Kaybus, Crossbar and Oberon. Between 2001 and 2011,  Mr. Wilson was a Partner at Partech International. He currently represents Partech as a board member on Prysm and LedEngin. Mr. Wilson also serves on the boards of Invensense (NYSE:INVN) and Five9.  Between 1998 and 2001, Mr. Wilson was the Vice President of Marketing and Chief Marketing Officer for Digital Island (NASDAQ: ISLD) a Partech portfolio company.  Prior to Digital Island, Mr. Wilson was a General Manager at Lucent Technology.  Before Lucent, Mr. Wilson held a variety of senior management positions within AT&amp;T (North America and Australia) and AT&amp;T Bell Labs from 1983-1996.  Mr. Wilson received a Bachelor of Science in Physics from Bowdoin College.  He received a Master of Business Administration from Duke University’s Fuqua School of Business.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Dave DeWalt</Name><Description>Dave DeWalt has more than 25 years of experience building innovative, industry-leading technology companies, creating billions of dollars in shareholder value. Dave currently is the chairman of the board and CEO of FireEye, Inc. He also serves as chairman of the board at Polycom and Mandiant and is a board member at Delta Airlines and Jive Software. Previously, he held executive positions at technology companies including Oracle, EMC, Documentum, Intel, and McAfee. Dave is also a recognized authority on cyber security and was appointed in May 2011 by President Barack Obama to the National Security Telecommunications Advisory Council (NSTAC).</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Jack Acosta</Name><Description>Jack Acosta has served in a board role for multiple companies. Previously, Jack served as CFO and vice president of finance for Portal Software. Prior to Portal Software, Jack served as executive vice president and CFO as well as vice president, engineering services, integration, and business management for Sybase, Inc. Jack was also the president, COO, and a director of Tanon Manufacturing, Inc. Prior to these assignments, Jack held various management positions at Ungermann-Bass, Inc., Atari, Inc., Diablo Systems, Inc., and Ford Motor Company.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Jai Das</Name><Description>Managing Director, Sapphire Ventures -- Jai is a managing director at Sapphire Ventures and looks for startups developing  ground-breaking products and services in the United States and in India. His primary focus is in the areas of software defined infrastructure, cloud and mobile computing, smart machines, IoT and pervasive analytics. Jai has more than 15 years of experience helping companies innovate their product and marketing strategies in order to scale and become market leaders. He has led and manages the firm’s investments in Alteryx, Box (BOX), Five9 (FIVN), Justdial (JUSTDIAL), Mirantis, Mulesoft, Narrative Science, Nutanix, PayTM, Socrata and Square. He is also closely involved with Apigee, GroundWork, iYogi, Newgen Software, OpenX, SAVO and Splashtop. Jai’s previous investments include Control4 (CTRL), ExactTarget (acquired by Salesforce), Jaspersoft (acquired by TIBCO Software), MySQL (acquired by Oracle) and Tealeaf (acquired by IBM).Prior to joining Sapphire Ventures in 2006, Jai worked at Intel Capital, Agilent Ventures (formerly Hewlett Packard) and MVC Capital (a Draper Fisher Jurvetson affiliate). He began his career as a software engineer at Oracle and then moved into product management. Jai has a BS in electrical engineering from Brown University and an MBA from University of Chicago’s Booth School of Business, where he received the George Hay Brown Prize for academic excellence.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Kimberly Alexy</Name><Description>Principal, Alexy Capital Management -- Kimberly Alexy is the principal of Alexy Capital Management, a private investment management firm that she founded in 2005. She has more than 20 years of experience in capital markets, corporate finance and investments. Kimberly is a seasoned finance professional and corporate board member. She has previously served as the senior vice president and managing director for Prudential Securities, vice president of equity research at Lehman Brothers and assistant vice president of corporate finance at Wachovia Bank. Kimberly also serves as an active board member at CalAmp Corp and has served as a board member at Dot Hill Systems, Maxtor, Smart Modular Technologies, and Southwest Water Company. Kimberly has also been recognized as 'Best on the Street' in the computer sector by The Wall Street Journal and ranked as a top equity research analyst by Institutional Investor Magazine.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Robert Zollars</Name><Description>Robert Zollars brings 30 years of experience building world-class enterprises to Five9. He currently serves as Executive Chairman of Vocera Communications, Inc., an instant wireless communications solution provider, where he previously served as both chairman and CEO. He has previously served as CEO of Wound Care Solutions, Inc., CEO and chairman of the board of Neoforma, Inc., executive vice president and group president at Cardinal Health, Inc., and division president of four different operating units at Baxter International, Inc. Robert also currently serves as the chairman of the board for Diamond Foods, Inc., and as a board member for VWR International, LLC. He received a MBA in finance from John F. Kennedy University and a BS in marketing from Arizona State University.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Dave Samuel</Name><Description>BOARD OBSERVER -- Managing Director, Mosaic Venture Partners -- Dave Samuel is managing director at Mosaic Venture Partners. Dave was president of Rogers Wave from its inception and led North America’s most aggressive rollout of high-speed Internet access over cable. Dave was also a consultant with McKinsey &amp; Company and a senior executive with Torstar Corporation. Early in his career, Dave was an investment banker with Morgan Stanley &amp; Co., where he executed various financial transactions.</Description></Stakeholder></Organization><Vision><Description/><Identifier>_5edb2662-4ba1-11e5-843a-174de89d703b</Identifier></Vision><Mission><Description>To transform contact centers into customer engagement centers of excellence</Description><Identifier>_5edb27d4-4ba1-11e5-843a-174de89d703b</Identifier></Mission><Value><Name>Passion</Name><Description>We are driven by a passion to transform contact centers into customer engagement centers of excellence, coupled with a deep understanding of the cost and complexity involved in running a contact center.</Description></Value><Value><Name>Transformation</Name><Description/></Value><Value><Name>Customer Engagement</Name><Description/></Value><Value><Name>Understanding</Name><Description/></Value><Value><Name>Excellence</Name><Description/></Value><Goal><Name>Capabilities</Name><Description>Increase contact center productivity, without the capital expense and maintenance costs of premise-based systems.</Description><Identifier>_5edb28ce-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator>1</SequenceIndicator><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation>Get a complete set of integrated capabilities. Five9 software creates more successful customer interactions while increasing contact center productivity, without the capital expense and maintenance costs of premise-based systems.</OtherInformation><Objective><Name/><Description/><Identifier>_5edb29dc-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator/><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Expertise</Name><Description>Build, implement, and support cloud contact centers.</Description><Identifier>_5edb2ad6-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator>2</SequenceIndicator><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation>Leverage extensive cloud expertise. With the experience of thousands of customer implementations, we are laser-focused on building, implementing, and supporting an easy-to-use, complete cloud contact center solution.</OtherInformation><Objective><Name/><Description/><Identifier>_5edb2bc6-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator/><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Security, Reliability &amp; Scalability</Name><Description>Offer secure, reliable, and scalable contact centers.</Description><Identifier>_5edb2cd4-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator>3</SequenceIndicator><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation>Benefit from a secure, reliable, and scalable contact center. Our software is built on a flexible architecture that adapts to your changing needs. Companies can turn agent seats on and off as needed, avoid the hassle of maintaining infrastructure, and focus on converting interactions into brand loyalty.</OtherInformation><Objective><Name/><Description/><Identifier>_5edb2dc4-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator/><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Partners</Name><Description>Enable access to an ecosystem of partners.</Description><Identifier>_5edb2ebe-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator>4</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Customer Relationship Management  Solution Providers</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Analytic Service Providers</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Workforce Management Solution Providers</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Performance Management Solution Providers</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Telephony Providers</Name><Description/></Stakeholder><OtherInformation>Access an extensive ecosystem of partners. Enhance the Five9 cloud contact center platform with leading customer relationship management (CRM), analytics, workforce management, performance management solutions, and telephony providers.</OtherInformation><Objective><Name/><Description/><Identifier>_5edb2fcc-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator/><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Requirements</Name><Description>Understand customer requirements</Description><Identifier>_5edb3288-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator>5</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name/><Description/></Stakeholder><OtherInformation>Gain a trusted partner. We take the time to understand our customers’ requirements, tailoring deployments to specific needs and performing data collection and analytics to improve operations, optimize usage, and drive better business outcomes. </OtherInformation><Objective><Name>Deployments</Name><Description>Tailor deployments to specific needs</Description><Identifier>_5edb33dc-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator>5.1</SequenceIndicator><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>Analytics &amp; Outcomes</Name><Description>Perform data collection and analytics to improve operations, optimize usage, and drive better business outcomes. </Description><Identifier>_5edb3544-4ba1-11e5-843a-174de89d703b</Identifier><SequenceIndicator>5.2</SequenceIndicator><Stakeholder StakeholderTypeType=""><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal></StrategicPlanCore><AdministrativeInformation><PublicationDate>2015-08-25</PublicationDate><Source>http://www.five9.com/about</Source><Submitter><GivenName>Owen</GivenName><Surname>Ambur</Surname><PhoneNumber/><EmailAddress>Owen.Ambur@verizon.net</EmailAddress></Submitter></AdministrativeInformation></StrategicPlan>
