CalPERS School Employer Advisory Committee Meeting

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CalPERS School Employer Advisory Committee
Meeting February 14, 2007
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Overview

• Project Background
• myCalPERS vision
• Benefits of myCalPERS
• Detailed overview for Phase I
• Schedule of Releases
• The Future
• Q A

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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 myCalPERS.

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myCalPERS 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.
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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

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What is myCalPERS?

• 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.

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myCalPERS allows members to

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

From My Homepage (Logged In)
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myCalPERS allows members to

• View all of their personal data and conduct
  business directly with CalPERS online.

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myCalPERS 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.

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myCalPERS allows members to

• View detailed account information
• Print and Save information
• Learn more

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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 myCalPERS.
• 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 myCalPERS framework and the
  new look feel.

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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.

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Samples of California Themes
The Pacific
Wine Country
Yosemite
Hollywood
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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

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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
myCalPERS. Employers will not have a log in to
myCalPERS, in Phase I.
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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.

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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 myCalPERS.

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myCalPERS

• Any Questions?

Contact Marilyn S. ClarkUser Experience and
Communications ManagerOffice of Public
AffairsMarilyn_clark_at_calpers.ca.gov916-795-0740