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					CalPERS School Employer
Advisory Committee Meeting
February 14, 2007
Overview
    •   Project Background
    •   my|CalPERS vision
    •   Benefits of my|CalPERS
    •   Detailed overview for Phase I
    •   Schedule of Releases
    •   The Future
    •   Q&A
2
Project Background
    • In 2006, CalPERS launched the Customer
      Service Experience project to examine our
      delivery of customer service to our members
      and employers.

    • Guiding principles for self-service: secure, easy
      to use, and personalized.

    • Industry best practices research to help drive
      the design of my|CalPERS.
3
    my|CalPERS Vision
    To create a
    personalized,
    centralized and secure
    member portal for
    CalPERS members to
    conduct all their
    business with CalPERS
    and to allow them to
    have a one-stop shop
    for conducting all of their
    financial planning
    activities.
4
Benefits for Member and Employers
 • Allows member to interact independently with
   CalPERS
 • Reduces time required to assist members
   perform routine tasks or find routine
   information
 • Helps member become better educated
   about benefits, products and services
 • Keeps members informed with news from
   CalPERS
 • Allows members to take a proactive role
   5
    What is my|CalPERS?
    • The new and improved way for CalPERS members to view and
      manage their personal information quickly, securely and in a
      format they choose – all from one place – my.calpers.ca.gov.

    • An integrated extension of CalPERS On-Line, specifically
      designed for Members to access their account information, profile,
      status updates, and all CalPERS self-services offered online.




6
    my|CalPERS allows members to:

    •   Log in to view
        their account
        services all in
        one central
        location.




                                    From My Homepage (Logged In)




7
    my|CalPERS allows
    members to:
    • View all
      of their
      personal
      data and
      conduct
      business
      directly with
      CalPERS
      online.

8
    my|CalPERS allows
    members to:
    • Personalize the
      services and
      information
      viewed on their
      homepage.

    • Subscribe to
      news feeds
      and published
      information.

    • Manage all of
      their financial
      planning
      activities.
9
my|CalPERS allows
members to:
  • View
    detailed
    account
    information
  • Print and
    Save
    information
  • Learn more


  10
 Phase I
 • The strategic offering of the first phase:
    – Builds a scalable foundation and flexible framework
      for future growth and integration with CalPERS
      initiatives, including the Customer Education Solution.

     – Incorporates a seamless single login experience
       between CalPERS On-Line and my|CalPERS.

     – Builds a collection of online services for members
       based upon the permissions set in their login profile.

     – Redesigns targeted member applications to be
       integrated into the my|CalPERS framework and the
11     new look & feel.
 Phase I
     – Offers the first level of personalization
       allowing members to select the look and
       feel for their experience from a library of
       templates and color palettes.




12
              Samples of “California” Themes
The Pacific                 Wine
                            Country




Hollywood                  Yosemite




    13
 Phase I

     – Quick links to CalPERS On-Line news and information

     – Serves contextual “ads” relevant to Members’ interests
       and needs, including:

        • Cross-promotion of programs and services

        • Special marketing campaigns
            –   Open Enrollment
            –   Retirement Planning
            –   Benefit Fairs
            –   Member Education Opportunities




14
 Phase I
 • Members will be able to:
     – Transact with CalPERS securely.
        • Make updates to their address.
        • Quickly and easily search health plans by zip code.
        • Use financial planning tools.

     – Learn more about relevant products and services.
           Special launch kits are being designed for employers as a
           resource to help Members use my|CalPERS. Employers will not
           have a log in to my|CalPERS, in Phase I.



15
 Roll Out
 • Phase I will launch June 2007.

 • Phase I sets the foundation for the next two phases
   scheduled to roll out in 2007-08.
     – Phase II scheduled for 12/2007
     – Phase III scheduled for 6/2008

 • Release schedule allows for flexibility to meet
   member needs as they are prioritized and defined.



16
 The Future
 • There are many opportunities to provide more
   personalized information on CalPERS programs to
   members.

 • There are unlimited possibilities to educate members
   and engage members through my|CalPERS.




17
                        my|CalPERS
                          Any Questions?


Contact:
Marilyn S. Clark
User Experience and Communications Manager
Office of Public Affairs
Marilyn_clark@calpers.ca.gov
916-795-0740

				
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