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Taking a Technological Leap Into the Future

A Best-of-Breed Digital Transformation Journey for FirstService Residential in the AI Era

EXECUTIVE SUMMARY

Starting with a consulting and strategy project and growing into an AI-powered, modern tech evolution, FirstService Residential’s work with EPAM demonstrates the transformative potential of working and scaling with the right team. From in-person research and training to vibrant, modern designs and cutting-edge generative AI (GenAI) solutions, FirstService’s transformation is a testament to the strength of partnership.

CLIENT

FirstService Residential

SERVICES

Artificial Intelligence, Strategy, Engineering

STRATEGIC PARTNERS

Microsoft, Databricks

SCALING PARTNERSHIP

Bridging Legacy & Innovation:
HODA’s Origin


As North America’s largest property management company, FirstService Residential services over 9,000 residential communities and high-rises and millions of residents. When the company first engaged with EPAM, the mission was clear: create a compelling vision for the future of business operations, and roadmap the modern software platform needed to support that future.

Knowing it needed to harness the data of legacy applications, processes and technology, and recognizing the need for a clear strategic vision to guide the transformation, FirstService also collaborated with EPAM for industry best practices in AI, UX and design, data and development, as well as implementation services for new solutions. The North Star vision provided guidance to prioritize objectives and ensure resources were focused on moving the organization forward to meet its new goals.

As work progressed beyond the North Star engagement, the partnership also evolved. After six months of on-the-ground learning from residents, HOA boards and business leadership, and a roadmap defined for the project, the team identified major potential for AI to unlock efficiencies, improve experiences and swiftly update an aging platform.

Thanks to a relentless focus on the customer (both the residential and business end users) and a commitment to best-of-breed solutions, our collaboration resulted in a vision for new products and services for FirstService, as well as the successful launch of Homeowner Digital Assistant® (HODA), a GenAI- and SMS-enabled, cloud-native, modern web experience that helps make residents’ lives easier and more convenient. HODA also represents a pivotal step in FirstService’s journey to modernize customer interactions, showcasing how AI can bridge the gap between traditional service models and the expectations of a digital-first world.

Results

3,000-6,000
Average weekly HODA sessions since launch

64,000+
Unique users registered in the first eight months

≈1,100
Average weekly web chat interactions since launch

≈1,000
Average weekly SMS sessions since launch

2x-4x
Increase in weekly unique users since HODA chat introduction

≈27%
Decline in weekly unanswered queries

RESULTS

60%

Increase in weekly unique users since SMS redirect in HODA

From HOA meetings to the boardroom, our experts learned it all first-hand.

STRATEGY & CONSULTING

Defining a North Star Vision

When FirstService initially approached EPAM, our experts worked to define a North Star vision through immersive research, analysis, opportunity identification and ideation in collaboration with our client team. Our hands-on approach uncovered the real-world needs and expectations of the people who would eventually use the solution — HOA board members, community residents and internal business users. The result was a roadmap for a future-ready solution that was aligned with all three groups’ needs and ready to scale and evolve with the company’s growth. 

DATA & ANALYTICS

Intelligently Solving Data Challenges

With a roadmap in place, FirstService and EPAM tackled the existing challenge of better connecting and unlocking the unique capabilities of its proprietary legacy systems. In order to fuel AI-powered solutions and actionable insights, data spread across thousands of properties would need to be cleaned, centralized and made accessible. Yet updating, verifying and cleaning the data manually would be logistically challenging.

To solve this problem, we implemented a Retrieval-Augmented Generation (RAG) solution. RAG combines AI with a centralized repository of documents and knowledge bases, enabling HODA to retrieve accurate, context-specific answers from a vast pool of community data. This approach ensured that even with inconsistencies in the source data, HODA would be able to deliver reliable, up-to-date information. 

LEARNING & TRAINING

Setting the Stage for Success

A crucial component of the success of HODA was FirstService’s top-down enthusiasm for team member training and learning. For many business users, there were lingering fears about AI tools, ranging from job security to the concern that the new solution would challenge residents. Leadership knew that education and training would be critical.

Not wanting to roll out the solution without proper onboarding, FirstService got to work producing a series of in-house training videos and materials to help familiarize users with HODA and de-stigmatize the experience. By embracing the unknown and preparing for future success, business leaders ensured that HODA would not merely be a new software solution, but a key component of company-wide transformation that would enable a giant leap forward in technological capabilities.

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HODA Simulator: Empowering Success Through Collaboration

FirstService knew that HODA’s success depended on associate buy-in. To help, we created the HODA Simulator, a tool that emulated the same HODA environment that residents would use, allowing associates to learn and experiment safely and accurately.

With a 1:1 representation of the resident experience, the simulator served as a vital training tool and troubleshooting aid for property managers. Managers could personally ensure data cleanliness and a seamless UX, providing a white-glove experience for their residents, digitally. 

Advanced Solutions Require Experienced Partners

To ensure HODA could deliver the modern, streamlined experience that users expected, we worked extensively with leading tech partners. Microsoft Azure provided a critical foundation and scalable cloud infrastructure to enable HODA’s performance. Databricks enabled robust data management and semantic search, ensuring accuracy across communities. Additionally, Databricks enabled the FirstService team to quickly gain data-driven insights. From questions related to HODA transactions and resident data to emerging requests that developed over the course of the project, non-technical team members had the ability to get answers in just a matter of hours.

The ongoing success of HODA is a testament to the transformative potential of partnering with the right teams. With committed stakeholders, a strong North Star vision, and a passion to deliver excellence, our teams helped revolutionize digital experiences for tens of thousands of users and the business. 

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  • HEAR FROM OUR CUSTOMER

“EPAM has been an indispensable partner in our digital transformation journey. From helping us define our North Star vision to seamlessly executing with their delivery teams, EPAM’s strategic guidance, technical and AI expertise have been instrumental in turning our goals into reality.”

Joe Kotten
VP of Product & Data, FirstService Residential

  • HEAR FROM OUR CUSTOMER

“HODA enables residents to stay connected across devices. Whether they prefer SMS or a resident portal, all of that drives more people, better experiences and more connectivity across the different channels.”

Zachary Davis
VP, Transformation & Program Management, FirstService Residential

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TECH STACK 

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