Data Solutions & Analytics

How to Lay the Foundation for a Scalable Snowflake Platform

By Avinash Jadey

5 Essential Moves You Can Make Now

Snowflake isn’t just a data warehouse. It’s the engine powering some of today’s most agile, data-driven organizations. But like any powerful system, how you start makes all the difference. Think of it like building a house: if the foundation’s shaky, every room above it inherits that instability. If it’s strong? You can scale, pivot, and innovate freely.

With the Snowflake Summit fast approaching (June 2–5, 2025), there’s never been a better time to reassess your architecture. Whether you’re setting up Snowflake for the first time or cleaning up a legacy configuration, we’ve outlined five foundational best practices to ensure your platform is secure, scalable, and ready for the future.

Before we get into the big moves, here are five simple steps you can take right now to tighten your setup:

  1. Use clear naming conventions for environments and databases (e.g., DEV_HR_DB, PRD_FIN_DB)
  2. Set up a strong Role-Based Access Control (RBAC) model from day one using functional and access roles
  3. Tag sensitive data and apply dynamic masking policies  
  4. Activate resource monitors to keep compute spend in check
  5. Start documenting your Standard Operating Procedures (SOPs) while you’re still in build mode

These tactical wins may not take long to implement, but they can significantly reduce technical debt down the road.

Even more importantly, these actions lay the groundwork for a thoughtful, long-term Snowflake implementation. It’s not just about speed—it’s about durability, flexibility, and being prepared to scale.

Quick Wins to Strengthen Your Snowflake Foundation

1. Choose the Right Account Strategy: Single vs. Multiple

One of the earliest (and most important) decisions you'll make is whether to run Snowflake in a single account or break it into multiple accounts by business unit, environment, or region.

Single account strategy is ideal for centralized operations:

  • Easy setup and management
  • Streamlined role-based access and auditing
  • Seamless Zero Copy Cloning between dev/test/prod

But it comes with a caveat: poor governance in a single account can lead to chaos. Without naming conventions and strict RBAC, you’re one misstep away from spaghetti permissions and audit trail nightmares.

Multiple account strategy gives you physical isolation:

  • Tailored to teams with distinct regulatory needs
  • Ideal for organizations operating across multiple clouds or regions

The downside? More overhead. More complexity. And no Zero Copy Cloning across accounts.

At Concord, recommend a hybrid approach: start with a single account, scale to multiple when your structure—and your governance—demand it. Building a flexible decision tree now prevents rework later.

2. Build for Security with RBAC and Tag-Based Masking

Your Snowflake environment is only as secure as your access model. Luckily, Snowflake’s RBAC system makes granular, scalable permissions not just possible but painless.

We recommend a dual-role system:

  • Functional roles (e.g., Analyst, Human Resources, Engineer, Finance)
  • Access roles (e.g., READ, WRITE, MONITOR)

Assign users to functional roles, then link those to access roles. You avoid permission sprawl, simplify onboarding, and enable growth across business units without sacrificing control.

This structure also facilitates smoother audits, consistency across teams, and makes it easier to onboard new departments as Snowflake usage expands.

On the data protection side, tag-based masking policies let you dynamically obscure sensitive fields. Instead of hardcoding rules, you apply tags like Personally Identifiable Information (PII) or Protected Health Information (PHI), and the system does the rest.

Worth noting tag-based masking requires Snowflake’s Enterprise Edition or higher. So, if you’re operating in a regulated space, it’s a useful feature to consider as part of your broader data protection strategy.

Together, RBAC and tagging:  

  • Minimize sensitive data exposure  
  • Simplify audits and regulatory reviews  
  • Future-proof your access model

We also recommend:

  • Creating a data governance council to own role creation and approval
  • Running monthly audits on masked data columns and access logs
  • Logging all unmasking activity by Privacy Admins for compliance

And don’t forget your "Privacy Admin" role which is the gatekeeper for unmasked access. Appointing these early builds trust internally and externally.

3. Secure the Borders: PrivateLink and Network Policies

A well-configured Snowflake environment starts inside the warehouse but don’t forget your borders.

Network policies act like a bouncer at the door. You define who gets in by Internet Protocol (IP) Address or Virtual Private Cloud (VPC) endpoint and block everything else. They’re your first layer of defense.

PrivateLink is your velvet rope. With it, Snowflake traffic never touches the public internet. Everything stays within your cloud provider’s private backbone especially critical in regulated industries or global deployments.

Heads up: network rules granular policy controls for outbound access also require Business Critical Edition.

Here we recommend:

  • Enabling PrivateLink for internal stages  
  • Creating Domain Name System (DNS) routing rules to ensure smooth traffic  
  • Leveraging external access integration for outbound flows

We also help clients:  

  • Configure allowlists and egress filters  
  • Document access paths in SOPs  
  • Review network activity using Account Usage and third-party logging tools

Think of it as building a zero-trust perimeter around your data warehouse—one that still allows flexible collaboration, but on your terms.

A secure perimeter protects not just your data, but your brand—and it’s essential for System and Organization Controls Type 2 (SOC 2), Health Insurance Portability and Accountability Act (HIPAA), General Data Protection Regulation (GDPR), and more.

4. Plan for the Worst: Disaster Recovery and Resilience

Here’s the truth: even the best systems encounter failure. But there’s a big difference between a hiccup and a catastrophe. And planning is the key to avoiding major disasters but preparing for minor incidents.  

Snowflake makes Disaster Recovery (DR) simple if you use the Failover Groups replicate your environment (databases, roles, users, policies) across regions or clouds. In an outage, users can be redirected automatically to a secondary site using a client redirect URL.

How it works:

  1. Create a secondary Snowflake account in another cloud region.
  1. Define a failover group with replication schedule and allowed objects (e.g., roles, warehouses).
  1. Use ALTER FAILOVER GROUP to refresh the secondary account.
  1. In a DR event, switch the connection string to the secondary account with a seamless cutover.

Remember: privileges like REPLICATE and FAILOVER aren’t replicated automatically. You’ll need to grant them in both source and target accounts.

Time Travel and Fail-Safe give you additional protection:  

  • Time Travel: Allows you to recover deleted data or roll back accidental changes (up to 90 days)
  • Fail-Safe: Provides a 7-day buffer to restore objects after Time Travel expires

Concord DR playbooks include:

  • Scheduled account replication
  • Quarterly failover drills with full logging
  • Data asset classification (what needs replication and what doesn’t)

At Concord, we also guide clients in classifying data assets by criticality. Not all objects require cross-region redundancy—but your top 10% probably do. Prioritize, replicate, and test accordingly.

Because when disaster strikes, the best time to plan was yesterday.

5. SOPs: The Hidden Hero of a Scalable Platform

Let’s face it: documentation isn’t sexy. But when your Snowflake environment grows—and it will—SOPs will save you hours of guesswork, inconsistency, and rework.

Document everything:

  • Account provisioning  
  • Naming conventions  
  • Role and permission structures  
  • Data ingestion workflows  
  • Cost controls and monitoring practices  
  • Continuous Integration / Continuous Deployment (CI/CD) processes for code deployment

We help clients create living SOP frameworks—ones that evolve with Snowflake’s roadmap and your business priorities. The result? Faster onboarding, tighter governance, and fewer surprises.

Already using Azure DevOps, GitHub, or Terraform? Great! Build those pipelines into your SOPs. Snowflake’s ecosystem thrives when CI/CD and documentation work together. Also consider creating a runbook for each new project: a checklist that includes warehouse sizes, access roles, masking levels, and cost center codes.

One tip from the field: create a role for your "Data Governor" or "Platform Admin" to oversee SOP adherence and coordinate with security leads. This cross-functional role reduces friction and ensures long-term maintainability.

From Foundation to Transformation

Your foundation is only the beginning. Once your platform is secure, governed, and documented, you can start focusing on what matters most: delivering value

In our next post, we’ll explore how to:

  • Streamline pipelines using dynamic tables  
  • Right-size workloads with warehouse optimization  
  • Monitor performance with automated dashboards

Until then, make sure your foundation is solid because smart architecture doesn’t just prevent problems, it unlocks possibilities.

Let’s Build What’s Next Together

We help teams design, build, and optimize Snowflake environments that scale. Whether you’re starting fresh or reinventing your architecture, we bring together strategy and execution to get it done.

Let’s talk. No pitch. No pressure. Just thoughtful guidance from a team that knows how to scale Snowflake without the growing pains.  

Want to learn more? Meet us at the Snowflake Summit (June 2–5) or reach out directly.

Contact Concord to get started today!

FAQs
  1. What’s the best Snowflake account strategy for long-term scalability?
    A multi-account strategy that separates workloads and environments—such as development, testing, and production—helps maintain performance and security at scale. Using multiple Snowflake accounts also enables workload isolation, simplifies governance, and reduces risk. Additionally, leveraging Snowflake’s multi-cluster warehouses and auto-scaling features supports flexible scaling as demand grows.
  2. How does Role-Based Access Control (RBAC) improve Snowflake security?
    RBAC enforces the principle of least privilege by assigning specific roles to users with defined permissions. This ensures that users can only access the data and functions necessary for their tasks, reducing the risk of unauthorized access or accidental data exposure. RBAC also simplifies auditing and compliance by clearly mapping who has access to what.
  3. Why is PrivateLink important in a Snowflake architecture?
    PrivateLink enables secure, private connectivity between Snowflake and your cloud environment without traversing the public internet. This reduces exposure to potential security threats, improves data privacy, and often helps meet compliance requirements. It also typically improves network performance and reliability by keeping traffic within the cloud provider’s private network.
  4. What disaster recovery features does Snowflake offer?
    Snowflake provides continuous data protection with automatic failover and replication options. Features like Time Travel and Fail-safe enable point-in-time recovery of data, protecting against accidental deletions or corruptions. Snowflake’s cross-region and cross-cloud replication capabilities support disaster recovery by keeping synchronized copies of data in multiple locations.
  5. Why are Standard Operating Procedures (SOPs) critical for Snowflake success?
    SOPs ensure consistent, repeatable processes for managing Snowflake environments—from provisioning resources and deploying code to monitoring usage and handling incidents. Well-documented SOPs reduce errors, improve collaboration across teams, support compliance, and help maintain performance and security as your Snowflake usage scales.
Sign up to receive our bimonthly newsletter!

Not sure on your next step? We'd love to hear about your business challenges. No pitch. No strings attached.

Concord logo
©2025 Concord. All Rights Reserved  |
Privacy Policy